CliftonLarsonAllen jobs in Bellevue, WA - 47 jobs

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 Principal or Signing Director to support our clients in our growing Western Washington locations. The P/SD 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 Tax Principal 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. 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. Actively develop new business and expand services to existing clients. 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 Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. The compensation range for this position in Washington is: $160,000 - $350,000 #LI-NC1 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.

Job Description An international law firm is seeking an experienced Corporate Attorney for their Northern California Emerging Companies Practice. Qualified candidates will have 2-8 years of experience with venture capital financing transactions. Candidates will have strong quantitative and communication skills and top academic credentials. Additional experience in any of the following areas: Mergers and Acquisitions Corporate Governance Partnerships/LLCs Commercial transactions

#LI-DZ1 #LI-Onsite Minimum Qualifications High school diploma or GED 2 years experience in office environment and preferably performing as an administrative assistant Must have knowledge of administrative procedures Proficient use of applicable technology Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Essential Functions and Primary Duties Greet and assist visitors, clients, and employees with a professional and friendly demeanor. Manage main phone lines, direct calls, and handle general inquiries. Coordinate incoming/outgoing mail, deliveries, and courier services. Maintain lobby appearance and office supplies; ensure a tidy and professional environment. Prepare various documents which may include invoices, reports, memos, letters, responses to correspondence, surveys, spreadsheets and presentations Read and analyze incoming memos, submissions, mail and reports to determine significance; plan distribution Perform project work File and retrieve documents, records, and reports Greet visitors and assess access to specific individuals Perform general office duties such as ordering supplies, maintaining records management systems, and performing basic bookkeeping work Prepare agendas and make arrangements for business meetings Make travel arrangements for executives as requested Additional responsibilities as assigned Preferred Qualifications Bachelor's degree

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. The Great Plains Senior Developer will design, develop, and maintain customizations and integrations for multiple clients' GP environments. This role requires strong technical skills, business acumen, and the ability to collaborate directly with clients to gather requirements and deliver tailored solutions. Job Responsibilities * Provide hands-on support, system enhancements, and troubleshooting for Microsoft Dynamics GP. * Develop, enhance, and maintain customizations, integrations, and reporting for Microsoft Dynamics GP across multiple client environments. * Collaborate with client stakeholders to understand business needs and translate them into technical solutions. * Troubleshoot and resolve issues in GP and related integrations with a focus on minimizing client downtime. * Design and optimize SQL queries, stored procedures, and reports (SSRS, SmartList Builder, etc.) to support client operations. * Implement system upgrades, patches, and service packs for client GP systems. * Provide guidance on best practices for security, performance, and system configuration. * Mentor and support junior consultants/developers as needed. * Balance multiple client engagements, ensuring deadlines and deliverables are met. Requirements * Bachelor's degree in Business, Engineering, IT, related field - or equivalent work experience. * Minimum of 5 years of experience developing and supporting Microsoft Dynamics GP (Great Plains). * Strong knowledge of GP core modules (Financials, Supply Chain, Project Accounting, etc.). * Proficiency with SQL Server, T-SQL, SSRS, and related reporting tools. * Experience with integration tools such as eConnect, Integration Manager, and SmartConnect. * Experience with Dexterity, VBA, or other GP development languages. * Excellent client-facing communication and problem-solving skills. * Ability to manage multiple projects in a consulting environment. * Ability to work in a hybrid role with 50% remote and 50% combination of in office, or at client site "Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $97,700-$139,700. For Illinois residents, Washington residents, New York residents, and Southern California residents, the compensation range for this position: $107,400-$153,700. For Northern California residents, the compensation range for this position: $112,300-$160,600. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: * Medical, dental, vision * Generous PTO plan and paid sick time * Flexible work arrangements * 401K with Profit Sharing * Wellness program * Generous parental leave * 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

#LI-EM1 #LI-Hybrid * Expand revenue of existing clients * Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice * Manager practice effectively meeting billing, realization, days outstanding and individual charge hour objectives * May be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal marketing plan * Serve as key client contact; viewed as a trusted business advisor by clients * Ensure quality control standards are met * May work directly with clients and manage staff * May be the internal advisor on technical matters as a Subject Matter Expert * May be a member of the Senior Operations Management Team * Drive a team environment; demonstrate support of management decisions and builds a positive culture * Additional responsibilities as assigned Preferred Qualifications * Master's degree preferred in Accounting, Taxation or related field preferred Minimum Qualifications * Bachelor's degree required * 8 years of experience in public accounting or related field * 6 years of supervisory experience * Must have active CPA or equivalent certification * Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary * Proficient use of applicable technology * Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally * Proven high level of business integrity, client service and leadership skills * Must be able to travel based on client and business needs

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: The Deployment Specialist executes all team-related deployment responsibilities, including resource scheduling and data maintenance within resource management tools and systems. Deployment Specialists assist Deployment Managers with the preparation and compilation of weekly, monthly, and ad hoc resource management reporting. Responsibilities Staffing and Resource Allocation: Facilitate the scheduling process of team members across all levels in a timely manner based on timing, travel, levels, skills, and other necessary requirements, while balancing capacity with open needs and proposing solutions to maximize utilization and drive profitability. Work with Deployment Managers to facilitate the resource allocation process across all team member levels, including utilization of relevant Complementary Workforce personnel such as BT Pie and collaboration with Deployment Managers across different business units to ensure the optimal allocation and cross-utilization of resources. Identify potential resource allocation conflicts and resolve them with appropriate solutions, escalating any complex circumstances to respective Deployment Managers, when needed. Partners with Deployment Managers as they receive questions from team members regarding resource management matters, including individual and team utilization, engagement scheduling, project leverage, team member availability, etc. Develop an understanding of the skills, experiences, and career goals of professional staff to enable optimal client assignments. Assist Deployment Managers in preparing content related to the latest project pipeline of in-flight, sold, and upcoming projects, ahead of Weekly SL RM calls and Internal SL RM Connects. Participate in Weekly SL RM Calls, listening closely, taking detailed notes with action items, and managing follow-up action items related to scheduling system maintenance. Participate in Internal SL RM Connects, listening closely, taking detailed notes with action items, and managing follow-up action items related to scheduling system maintenance. Reporting and Insights: Regularly manage and update staff data within relevant systems, focusing on tactical adjustments to maintain accurate schedules and utilization of team members. Generate and analyze Resource Management reports, including availability reports, billable hour forecasts, and actual vs. scheduled variance data. Utilization Management: Use scheduling tools to forecast hours, track utilization, and monitor overall headcount, chargeable hours, overtime, and travel to ensure work is fairly distributed. Identify utilization concerns or shortfalls of team members within assigned service lines by flagging variances from reports and handling any ad hoc administrative responsibilities, escalating issues to Deployment Managers. Collaborate with Delivery Managers and team members to understand discrepancies between scheduled time and actual time billed. Work with Deployment Managers to escalate utilization variance to People Managers if a team member fails to provide rationale for their variance Training and Development: Learn and develop from direct on-the-job coaching and mentoring by Deployment Managers and participate in firmwide learning and development programs. Develop an understanding of how resource allocation decisions impact the economic aspects, (i.e., profitability and financial reporting) of the professionals assigned, while also grasping how business concepts like bill rates, leverage, and realization interact with and support overall business success. Provide system training for team members across all staff levels, including training on key Resource Management systems for new hires and introduction of new system / technology for existing team members. Business Relationship Building and Communication: Utilize entrepreneurial skills to network and build strong relationships internally with team members within Resource Management, as well as team members across all levels in the business. Other: Escalate day-to-day Resource Management issues / questions to their respective Deployment Managers. Collaborate with Deployment Managers and other teams such as Talent Management, Talent Attraction, Learning & Development, and Operations to plan for and address flexible work arrangements, performance management, and workforce planning. Serve as an informal Resource Management buddy for new hires, helping their transition and providing Resource Management-related support during their onboarding. Assist in ad hoc internal Resource Management projects. Qualifications Successful candidates will have: Bachelor's degree from an accredited college or university Two (2)+ years of related experience; professional services experience preferred Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving Provides exceptional internal client service, professional demeanor and handles confidential matters with discretion, adapts and takes initiative, strong project management, organizational and analytical skills Eligibility to work in the U.S. without sponsorship preferred The compensation range for this role is $50,780 to $96,290. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Services Our global Services Practice provides clients with insights on how to align people, strategy and culture, based on our extensive work with organizations navigating these changes, our firsthand perspective on the industry's unique talent issues, and our relationships with proven leaders, including CEOs, board directors, managing partners and other key functional leaders. Within the Services Practice, we further refine our expertise by operating within the Professional Services, Technology Services, Law Firms and Legal Services and Business Services sectors. Specialties include, but are not limited to, strategy and management consulting, financial, transaction, M&A and restructuring advisory, human capital, organization and talent advisory, systems integrators and IT services, digital software and product engineering services, managed services (MSP) and managed security services (MSSP), services in product companies. The Role The Practice & Client Development Manager leads key business development support and operations, facilitating the creation of insightful, differentiating pitch content and market insights and enabling a firmwide culture of knowledge sharing and collaboration. The primary role of the Services Practice & Client Development Manager (CDM) is to partner with the Services Practice Director, Services Global & Regional Leaders on strategic ‘hands on' business development and content-creation as well as supporting the Services leadership in day-to-day operations. The CDM works in close collaboration with consulting teams as well as other client development colleagues and cross-functional teams to enable world-class business development and opportunity pursuit. Key Relationships Reports To: Services Global Practice Leader and Services Global Practice Director Partners With: Services Analysts Client Development Managers and Analysts across Industry and Functional Practices and Regions Other Key Relationships: Global Director of Business Development Other Client Development Managers across Practices and Regions Services Consultants, Associates and Executive Engagement Administrators Marketing Team Position Location: North America, in a city with a Spencer Stuart office Key Responsibilities Strategic Thinking Together with the Practice Director, partner with the Global Practice Leaders, Regional/Global Sector Leaders to develop and fine-tune the business and strategic-account strategies and plans for the practice across all regions and sectors. Work on proactive analysis to identify trends, insights and whitespace that represent commercial opportunities for the practice (bring an outside-in perspective, if applicable, and leverage best practices from other Spencer Stuart practices). Practice Operations & Team Leadership Work with Practice Director and Practice Leadership in the day-to-day operations, including - but not limited to - practice performance and metrics, forecasting, meeting planning, communication and onboarding of new colleagues. Develop approaches, leveraging Quest tools as possible, to assess and analyze win/loss outcomes and stats on a regular basis, and recommend adjustments to improve conversion and impact. Work to leverage new technologies and evolve processes. Guide Services Analysts as needed on creation of BD deliverables, including training and quality control. Direct Analysts in creating and maintaining current data/statistics in the areas of relevant engagements lists/case studies, BD target lists, win rates and other key BD related KPIs. Go-to-Market Strategy & Execution Design and implement go-to-market strategies and materials for Services and sector specific search and advisory offerings. Analyze overall Services market trends, client needs, and competitive positioning to inform strategic priorities and messaging. In partnership with Practice Leadership, refine and continuously improve the Services go-to-market narrative - incorporating new service lines and evolving solutions. Coordinate with Leadership Advisory Solutions (LAS) to align Services search with broader advisory offerings. Business Development & Commercial Enablement Act as the primary client development lead for Services opportunities, partnering with Practice and Sector Leaders, consultants and client development colleagues to win potential new business and drive growth. Partner closely with Practice Leader, Sector Leader and Services consultants, to drive preparation and shape messaging for must-win CEO and other high stakes quals, including pitch strategy, meeting planning, and content development. Evolve quals by taking insights from existing intellectual capital and adding Firm and practice perspectives. Create and maintain insightful, customized qualifications packs and pitch materials for new business development opportunities and orchestrate regular updates of key materials and ensure the best-in-class slides are stored on Content Hub. Develop and leverage case studies that show our impact. Support pricing strategies, proposal development, and client targeting efforts. Leverage data and insights to identify and support new business opportunities. Partner closely with Services Consultants to develop content/material for specific Managed and Growth Client situations/meetings (e.g., pitch, annual/quarterly review, relationship-building). Manage the workflow and quality of deliverables of the Services Analysts leading and/or contributing to quals development. Thought Leadership & Knowledge Management Translate and tailor firm-level intellectual capital strategy/themes being driven by Marketing, ensuring dots are connected. Gather learnings from pitches and business development to share internally to ensure we are continuously refining and improving our processes, responsiveness, and pitch effectiveness. Actively contribute and participate in the global community, by sharing insights, ideas and best practices with fellow CDMs. Create approach, and direct analyst team to maintain, curate, and regularly update pitch content/materials and load to Content Hub, and keep Connect and Sharepoint sites updated. Create and identify best-practice pitch content/materials to regularly share with Practice and Firm. In close collaboration with Global Practice Director, develop communication strategy for syndicating pitch content to/across Practice and Firm. Desired Outcomes Desired outcomes will be developed and refined in partnership with Services and Client Development Leadership. Some initial priorities for the first 12 months include: Establish fluency in writing complex proposal decks, bringing the firm's breadth of offering to client situations. Propose improvements of process design and technology tools and identify best practices for practice operations, opportunity identification, work intake and assignment, and content development/management. Enable the team's capacity and capability to support Services specific projects and pursuits to keep pace with the practice's current and growing volume and scope of work. Develop and lead Analysts who are able to meaningfully contribute to deliverables and initiatives. Develop a broad, strong cross-functional firmwide network. Candidate Profile Successful candidates will be self-directed, collaborative, comfortable with ambiguity, highly organized, and detail oriented. In addition, they will demonstrate the ability to communicate clearly, exhibit grace under pressure and balance multiple priorities effectively. They will have a proven track record of creating compelling, insightful content and the ability to imagine new and innovative ways of approaching the market. They will be a strong relationship builder with a relentless client service orientation and the confidence, maturity and resilience to be a credible trusted partner to a sophisticated internal client base to drive greater business performance. Ideal Experience Approximately 5-10 years of work experience in a corporate environment, ideally within executive search, management consulting, other professional services, or market research. The role involves significant client service and the management of multiple projects toward tight timelines in a fast-paced environment where competing demands are the norm. Experience with researching and organizing information from databases and/or internet resources. Ability to analyze and synthesize data into other formats. Familiar with business reference resources such as Capital IQ, LinkedIn, BoardEx, etc. Comfort level with AI tools. Strong verbal and written communication skills in English. Strong business acumen and commitment to exceptional client service with internal and external audiences. Advanced research, analysis, and synthesis skills and experience. Proficiency with MS Office applications (Excel, PowerPoint, and Word), with ability to create client-ready presentations in PowerPoint. Undergraduate degree required, master's degree a plus. The base compensation range for this position is $115,000 - $130,000 per year. The actual base compensation offered within this range will be dependent on the individual's skills, experiences, and qualifications. This position will be eligible to participate in our annual discretionary bonus program. Spencer Stuart also offers a competitive benefits package, which includes: Retirement savings plan with discretionary profit sharing contribution and employer match; PTO (minimum 15 days per year, increases with tenure), paid sick time (10 days per year), company holidays (12 days per year), and paid leaves of absence when applicable; Comprehensive health benefits, including medical, dental, and vision insurance, and healthcare flexible spending account; Life Insurance, and short-term and long-term disability insurance; Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program; and Voluntary benefit options, including supplemental life insurance, identity theft protection, and whole life insurance with long-term care and critical illness coverage. Compensation and benefits are commensurate with other high-end professional services firms. Critical Capabilities for Success Project Managing for Results Drives results through structured planning, ensuring timely project delivery. Manages business development goals while navigating challenges and planning for contingencies. Takes a hands-on approach and thrives in both independent and team-based execution. Maintains urgency and quality across deliverables, integrating feedback constructively. Collaborating and Influencing Builds strong relationships across teams and senior leadership. Listens actively and incorporates diverse perspectives and best practices to shape direction. Influences effectively, balancing assertiveness with diplomacy. Credible and mature with the ability to support their point with both factual evidence and experience-based opinion Engages team members in a dialogue to gain commitment and bring them “on board” to business development initiatives, linking their perspective to the intent Adapts communication style to audience and context, using strong client-service orientation to resolve conflicts constructively. Leading People Develops and mentors Analysts, linking tasks to long-term goals. Sets clear objectives and tracks progress with practice leadership. Delegates thoughtfully, ensuring stretch opportunities and quality oversight. Fosters a high-performance, development-focused team culture. Other Personal Characteristics Excellent communication skills including presentation and writing PowerPoint and Excel skills Culturally agile Innovative mindset Fluent in English (spoken and written) Spencer Stuart is a proud equal opportunity and affirmative action employer. We are committed to non-discrimination without regard to actual or perceived race, ethnicity, creed, color, religion, gender (including pregnancy, childbirth or related medical conditions), national origin, immigration status, ancestry, age, marital status, protected veteran status, physical or mental disability, medical condition, genetic information, sexual orientation, gender identity, or any basis prohibited under applicable federal, state or local law.

Dare to bring your unique perspective? At Novogradac, we value individuals who bring unique perspectives and bold ideas. If you're eager to contribute to an inclusive, innovative environment where your personal and professional growth is encouraged and supported, we invite you to explore this exciting opportunity with us. Novogradac is hiring Staff Accountant Interns to explore our firm for busy season 2027 (January 2027 through the end of March 2027). Position Summary This distinct internship program is designed to expose the future leaders of public accounting not only to our partners, but also to our business and how we empower our clients' businesses. Our trendsetting interns learn hands-on what it takes to be a staff accountant for a growing national CPA firm by tackling a variety of different assignments, including audit, tax preparation and research. Novogradac believes in giving our interns a real-life business experience and compensating you well while you're here. Some positions at Novogradac may be open to remote or hybrid work arrangements depending on business needs. Please discuss available options with your recruiter. Your Contributions and Responsibilities * Complete tax and/or audit engagements for designated clients as directed by your Supervisor or Manager * Identify and communicate potential problem areas during engagements * Conduct business-specific research - gather and analyze data, interpret results, compile reports and make recommendations to principals and partners * Develop effective client relationships through professionalism and follow-through * Other duties and projects as assigned Your Background and Skills * Working toward a Bachelor's degree, preferably in accounting or finance (obtained degree is a plus), and/or appropriate balance of education and work experience * GPA of 3.20 or higher * Preferred completion of at least one Intermediate Accounting course and preferably on track or already qualified to sit for the CPA examination * Exhibit a basic understanding of accounting and tax rules * Excellent verbal and written communication skills * Perform work accurately and in a time-efficient manner with strong attention to detail, organization and follow-through * Ability to work under close supervision and accept constructive feedback, making adjustments as directed * Ability to work collaboratively and foster a productive, team-oriented environment with both colleagues and clients * Strong computer skills, including solid skill in the Microsoft Office suite (particularly Word & Excel) and report writing tools Why work with us? Novogradac is committed to fostering a welcoming workplace where all employees feel valued and empowered to grow. We believe in offering a supportive, balanced work environment that encourages professional growth and work-life integration. We are proud to offer: * Competitive salaries with continuous review of market conditions * Flexible working hours and work arrangements * Remote and hybrid opportunities * Inclusive workplace, providing strong professional growth and development opportunities The benefits of joining our team * Strong growth opportunities * Strong emphasis on quality work-life integration * Dress for your day policy * Resources of a national firm * Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment * Compensation: $29/hr Don't Meet Every Single Qualification? After reviewing this job posting, are you hesitating to apply because you don't meet all the listed requirements? At Novogradac, we are dedicated to building a workplace supported by unique perspectives and experiences, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may still be the right candidate for this or one of our other roles. Get to know us better! We're Novogradac, a national certified public accounting and consulting firm headquartered in San Francisco. Founded in 1989, the allied group of Novogradac companies has grown to more than 800 employees and partners with more than 25 offices throughout the country. Novogradac is one of the nation's top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development. Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields. Ready to learn more? This is a paid internship. To be considered for this position, interested candidates MUST apply via our company website: ******************************* Commitment to Inclusion Novogradac is committed to ensuring a fair and inclusive recruitment process, making reasonable accommodations to individuals with disabilities or special needs throughout the application process. We encourage applicants from all backgrounds, identities, and experiences to apply, as we believe that unique perspectives strengthen our ability to achieve excellence. At Novogradac, we offer a variety of Employee Resource Groups and Affinity Groups to provide all employees with opportunities to connect, collaborate, and support one another in the workplace. Novogradac and Company LLP is an equal opportunity employer. Novogradac's culture is centered on education, acceptance, innovation and opportunity. We value diversity and respect the different perspectives that each of our employees bring to Novogradac no matter their age, race, religion, gender identity or sexual orientation. We are committed to creating an equitable and inclusive workplace for our entire workforce. By submitting an application with us, you are providing Novogradac with personal information. More information on how we use your personal information may be found in our Privacy Notice at Collection.

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: We are currently searching for a Manager to join our Transaction Advisory Service team within our Financial Advisory Services team. This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to meet their complex financial needs. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: * You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve - Baker Tilly Industries * You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges * You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions * You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!) * You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow What You Will Do: * Data gathering, document review and preparation of quality of earnings reports. * Research and financial analysis of target companies. * Due diligence for both buy side and sell side transactions. * Communication with clients to ensure delivery of exceptional client service. * Participate in various marketing and recruiting activities of the firm. * Opportunities for career development and to advance within the transaction advisory services group. * 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 Successful candidates will have: * 6+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines * Relevant bachelor's degree in accounting, finance or related * Certified public accountant (CPA) preferred, not required * High motivation, initiative and positive attitude * Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately * Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights * Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities * Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives * Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries * Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings The compensation range for this role is $114,000-$180,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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 area of informational technology risk advisory? If yes, consider joining Baker Tilly (BT) as an IT Audit, Cybersecurity & Risk Experienced Consultant! 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, 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 an IT risk professional in the areas of compliance, cybersecurity, 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 financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement 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 business 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, IT general controls, financial account and auditing, IT strategy and governance, IT regulatory and compliance requirements and business continuity Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients Assist in the development of audit programs and the execution of internal audits and IT control assessments in the areas of: IT strategy and governance IT operations, business process, key reports (IPE), automated controls ITGC and application controls Regulatory and compliance requirements, specifically Sarbanes Oxley Assist in drafting 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 Continue to develop your knowledge and experience working with a variety of technology environments, platforms, applications and tools/utilities Demonstrate the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients Enjoy friendships, social activities and team outings that encourage a work-life balance Successful candidates will have: Bachelor's degree in management/computer information systems, computer science, accounting information systems, computer engineering, industrial engineering, or related program CISA, CIA, or CPA certification(s) preferred 1+ year(s) experience with IT audit, previous experienced performing SOX audits preferred Experience as a client serving professional for a consulting firm desired Excellent analytical, technical and problem solving skills, with strong attention to detail Exceptional verbal and written communication, collaboration, and time management skills

Under close supervision, the Property Compliance Analyst will complete a variety of assignments related to tenant file compliance with Section 42, Section 8 or other Government Housing Programs with a specific focus on 24 CFR Part 5 related to income eligibility as well as other assignments as designated by the Supervisor or Manager. The firm has one available position in either Atlanta, GA; Austin, TX; Bellevue, WA; Cleveland, OH; Dover, OH; Long Beach, CA; or Portland, OR. Some positions at Novogradac may be open to remote or hybrid work arrangements depending on business needs. Please discuss available options with your recruiter. Essential Duties & Responsibilities * Complete tenant file compliance reviews and reports for designated clients as directed by the Supervisor or Manager. * Identify and communicate potential problem areas during engagements. * Conduct business specific research including but not limited to various federal and/or state compliance regulations - gather and analyze data, interpret results, compile reports and make recommendations. * Work within deadline driven environment with extensive oversight to meet goals set by Supervisor or Manager. Expectation of accurately completing an average of 40 tenant file compliance reviews daily. * Develop effective client relationships through professionalism and follow-through. * Other duties and projects as assigned. Knowledge, Skills, Abilities * Exhibit a strong understanding of tenant file compliance rules and regulations. * Understanding of the Housing Opportunity Through Modernization Act (HOTMA). * Excellent verbal and written communication skills. * Perform work accurately and in a time efficient manner, with strong attention to detail. * Strong organizational and follow-through skills. * Ability to accept constructive feedback and make adjustments as directed. * Ability to work collaboratively and foster a productive, team-oriented environment. * Strong computer skills, including solid skill in the Microsoft Office suite (particularly Excel) and report writing tools. * Maintain a professional demeanor with co-workers and clients. * Adhere to internal Firm deadlines (time entry). * Able to contribute ideas and add value to designated team. * Available to work evenings and weekends based on position needs, and to travel domestically (expected to be 25-35% of the time, depending on workload). Minimum Qualifications Bachelor's degree in related area plus at least 1 year of Section 42, Section 8, or other Government Housing Program with a specific focus on 24 CFR Part 5 related to income eligibility experience and/or an appropriate balance of education and work experience. Why work with us? Our firm is committed to providing our people with opportunities to excel professionally. We believe in the importance of a welcoming work culture and quality work-life integration to support our staff as we grow together. We're leading the way to a better future of work culture. * Increased number of paid holidays per year * Competitive salaries with continuous review of market conditions * Flexible working hours and work arrangements * Remote and hybrid opportunities * Expanding Social Impact department for a healthy, happy, inclusive and productive workplace The benefits of joining our team * Strong growth opportunities * Competitive benefits package * 401(k) package with firm profit-sharing * Discretionary annual bonuses for eligible positions & CPA bonus plan * Strong emphasis on quality work-life integration * Dress for your day policy * Resources of a national firm * Compensation: $75,000 to $82,000 depending on experience. More is possible if experience dictates. Get to know us better! Hello! We're Novogradac & Company LLP, a national certified public accounting and consulting firm headquartered in San Francisco. Founded in 1989, the allied group of Novogradac companies has grown to more than 800 employees and partners with more than 25 offices throughout the country. Novogradac & Company LLP is one of the nation's top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development. Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields. Ready to learn more? To be considered for this position, interested candidates MUST apply via our company website: ****************************** Novogradac & Company LLP offers a progressive work environment, competitive pay and an excellent benefits package including: medical, dental, vision, paid time off, life/disability insurance, commuter flex accounts and a 401(k). Novogradac and Company LLP is an equal opportunity employer. Novogradac's culture is centered on education, acceptance, innovation and opportunity. We value diversity and respect the different perspectives that each of our employees bring to Novogradac no matter their age, race, religion, gender identity or sexual orientation. We are committed to creating an equitable and inclusive workplace for our entire workforce. By submitting an application with us, you are providing Novogradac with personal information. More information on how we use your personal information may be found in our Privacy Notice at Collection.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Baker Tilly is seeking a dynamic Field Enablement Manager to empower our client-facing professionals with the tools, training, and coaching needed to drive revenue growth and consistent selling behaviors. As the primary enablement resource for your assigned region, you'll partner with industry, service, and geography leaders to integrate strategic sales initiatives and align with our operating model. Responsibilities Sales Process & Methodology (25%) * Embed Baker Tilly's sales process into daily selling behaviors for consistency, efficiency, and client impact. * Reinforce the Challenger Sale methodology through training, coaching, and scenario-based exercises. * Facilitate role plays and simulations, and coach practitioners on live opportunities. * Track progress and identify gaps using performance data. Tools Reinforcement & Sales Program Execution (25%) * Drive adoption and proficiency with sales tools (Salesforce, Highspot, etc.). * Deliver hands-on training and support for sales education programs (Growth Activation, Bridge). * Monitor usage data and tailor support to maximize tool adoption. Sales Coaching (25%) * Provide targeted 1:1 and small group coaching focused on behavior change and skill adoption. * Shadow practitioners, deliver actionable feedback, and facilitate practice through role plays. * Identify skill gaps and tailor coaching to individual needs. Sales Initiative Support (25%) * Support strategic sales initiatives (Cross Expansion, Salesforce Supercharged, Focus Account Program). * Partner with principals to identify client expansion opportunities and drive CRM adoption. * Lead delivery of Salesforce training modules and reinforce initiative goals. Qualifications: * Bachelors Degree or equivalent years of experience * Minimum of 5 years of experience, ideally in professional services * Deep expertise in sales processes and methodologies (Challenger, JOLT, SPIN). * Strong facilitation and training skills; able to simplify complex concepts. * Skilled in coaching, delivering actionable feedback, and driving long-term behavior change. * Excellent verbal, written, and presentation skills; executive presence and storytelling ability. * Proficiency in Salesforce, Highspot, and Teams; ability to teach and embed tools into workflows. * Analytical acumen; understanding of KPIs, pipeline health, and sales metrics. * Effective cross-functional collaborator; adaptable to dynamic environments (e.g., post-merger). The compensation range for this role is $92,580 to $175,530. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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 At Baker Tilly, we invest in our people. We believe in continuous learning and development and have a number of programs to ensure the success of our people. As we continue to grow our M&A Tax practice, we are seeking to add a Senior to our M&A Tax team in any of our offices. In this role, you will be developing and implementing transaction advisory services to our clients to meet their complex financial needs. Open to location. Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work. * Interact directly with Partners on matters related to client and engagement management * Modeling financial transactions to be used in valuation, structuring and negotiation * Prepare detailed memoranda and presentations describing the key attributes of client companies and industries * Assist in the review and analysis of the tax aspects of acquisition and merger agreements and draft tax opinion letters and memoranda * Identify and analyze tax risks and opportunities while advising on alternative tax strategies for acquisition, disposition and restructuring of businesses * Review, assess and advise clients regarding tax computations reflected in their financial models; and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction * Data gathering, document review and preparation of reports * Research & financial analysis of target companies * Due diligence for both buy side and sell side transactions * Transaction structuring for tax and accounting issues * Negotiation support * Communication with business owners to ensure delivery of exceptional client service * Participate in various marketing and recruiting activities of the firm Qualifications * Bachelor's degree in Finance, Accounting or related field required; or a graduate degree and 4 years of related work experience. * 2+ years of work related experience in a mid to large size professional services firm * Certified Public Accountant CPA or JD/LLM required. * Tax due diligence, deal structuring and post-acquisition planning experience and/or inbound and outbound transaction consulting with international tax research, planning and compliance experience * Demonstrated analytical, problem-solving, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills required. * Strong written communication skills * Ability to provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment and exhibit a sense of urgency and commitment to quality and the timely completion of duties. The compensation range for this role is $110,000 to $175,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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: We are currently searching for a Senior Manager to join our Transaction Advisory Service team within our Financial Advisory Services consulting team. This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to meet their complex financial needs. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: * You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve - Baker Tilly Industries * You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges * You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions * You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!) * You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow What You Will Do: * Data gathering, document review and preparation of quality of earnings reports. * Research and financial analysis of target companies. * Due diligence for both buy side and sell side transactions. * Communication with clients to ensure delivery of exceptional client service. * Participate in various marketing and recruiting activities of the firm. * Opportunities for career development and to advance within the transaction advisory services group. * 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 Qualifications * 8+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines * Relevant bachelor's degree in accounting, finance or related * Certified Public Accountant (CPA) certification preferred * High motivation, initiative and positive attitude * Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately * Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights * Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities * Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives * Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries * Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings The compensation range for this role is $163,000-$240,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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 invest in our people. We believe in continuous learning and development and have a number of programs to ensure the success of our people. As we continue to grow our Transaction Services practice within our Financial Advisory practice, we are seeking to add a Senior Consultant to our team. In this role, you will provide due diligence and transaction advisory services to our clients to meet their complex financial needs. Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work. Responsibilities: * Interact directly with Partners on matters related to client and engagement management. * Data gathering, document review and preparation of quality of earnings reports. * Research and financial analysis of target companies. * Due diligence for both buy side, sell side, and corporate finance transactions. * Communication with clients to ensure delivery of exceptional client service. * Participate in various marketing and recruiting activities of the firm. * Opportunities for career development and to advance within the transaction advisory services group. Qualifications * Bachelor's degree in Accounting required and a CPA designation are preferred. * Between two (2) to four (4) years of experience in a mid to large size professional services firm performing audits and related services for a diverse client base and, and at least two (2) years of transaction services / due diligence experience. * Professional designations or candidacy (CFE, CFA, etc.) and / or an advanced degree are a plus. * High motivation, initiative and positive attitude * Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately * Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights * Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities * Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives * Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries * Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings The compensation range for this role is $96,000 to $110,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Spencer Stuart is seeking to recruit an Associate for the TMT Practice focused on Chief Executive Officer and other C-level functional executive searches. While working in partnership with several core Consultants, this individual will primarily focus in the B2B Technology sector. With exposure to a broad set of clients and leadership challenges, this Associate will help to identify and develop diverse candidate slates as an essential member of the search team. The Associate role combines research, assessment, and relationship-building skills to deliver extraordinary service and value to Spencer Stuart clients. Successful candidates for the Associate position will be driven, resilient, and proactive, with strong project management ability, writing skills, results orientation, rigorous attention to details, intellectual curiosity and ideally, understanding of the B2B Technology sector. The Associate will enjoy the challenge of working internally with a variety of Consultants, and externally with diverse, senior-level executives and board members as both clients and candidates. The Associate will ideally be based in San Francisco, Silicon Valley, Seattle, Boston, or New York City, though we may be open to other locations with a Spencer Stuart office for the right individual. There is an expectation of being in the office a minimum of two days a week. In the early stages, it will be beneficial for the individual to spend more time in the office to build relationships, engage with colleagues and participate in the local office community. KEY RELATIONSHIPS Reports to TMT Practice Leader Consultants (on an assignment basis) Other Key Relationships Associate Practice Leader Market Leader Analysts, Associates, Senior Associates, and Consultants EEA's Human Resources Business Partner (HRBP) KEY RESPONSIBILITIES * Contribute actively to the start-up phase of each search by participating in client kick-off meetings with the Consultant and assisting in the development of the position specification, search strategy and target list of companies. * Gather relevant information regarding the appropriate industries and target companies. Identify potential prospects and sources and represent the client effectively in the marketplace, discussing the opportunity with relevant executives. * Validate potential candidates through reference and source calls. * Partner with the Consultant to develop and present a slate of qualified candidates to each client. Anticipate what needs to drive the search to closure and be prepared to supply additional information, such as related industry/segment trends, market findings, reaction to the opportunity, compensation data, etc., gained during the course of a search. * Contribute to the preparation of position specifications, candidate presentations and reference reports adhering to the Firm's assessment methodology. * Communicate effectively with the Consultant and Executive Assistant, and remain fully abreast of search developments, in order to communicate accurately and credibly regarding the assignment. * Prepare organized information for the client progress reports/meetings by teaming with the Consultant and the Executive Assistant. Provide an informed perspective on prospects/candidates and how they match against the key selection criteria. * Be aware of activities and management changes in the relevant industry's sector; keep team members apprised of relevant developments in the marketplace. * Add to the firm's candidate pool expertise by continually identifying and introducing new talent to the firm. Ensure that up to date assignment, company and candidate information during the course of an assignment is always available for colleagues, by leveraging technology and information from the firm's state-of-the-art, proprietary database. * Contribute to responses to inquiries for new business, as well as business development initiatives. * Be willing and proactive about contributing to local, practice or firm-wide initiatives. Coordinate and share practice related information with colleagues for potentially broader distribution. IDEAL EXPERIENCE * Minimum of 4 years of progressive business experience in executive search, strategy consulting, or a relevant professional services environment with significant time spent in client service * Advancement of skills and knowledge evidenced through promotion or tenure * Superior project management skills demonstrated through experience working in a high-performance environment where multiple projects and competing demands are the norm * Excellent communication skills shown through clear, structured and concise written and verbal presentation * Undergraduate degree required, postgraduate degree a plus CRITICAL CAPABILITIES Project Management Plans, manages and drives own efforts to identify and develop a slate of quality candidates as measured by consultant, client and candidate feedback. The successful Associate will do this while handling multiple projects with competing deadlines, working with individuals who have differing styles, and managing challenging expectations: * Takes an end-to-end view of each project & the required resources; works at pace and with attention to detail while managing competing deadlines and priorities; has a sense of urgency. * Understands the search process (from internal kick-off to referencing); asks questions to understand; and is proactive. * Works on multiple projects; meets deadlines and is resilient under pressure; delivers on commitments on time or notifies as early as possible if deadlines will slip. * Demonstrates enthusiasm, tenacity and intellectual curiosity; action-oriented; deals with problems immediately. * Is results focused and flexible; demonstrates a strong work ethic. Candidate Development Develops qualified and interested candidates for portfolio of searches. A successful Associate will develop excellence in search strategy to build strong contact management lists: * Observes and asks questions to fully understand the issue; synthesizes information from a variety of internal/external sources, despite possibly having ambiguous or incomplete information. * Gathers relevant data from a variety of sources, including views gathered through Third Party Sourcing (TPS), to help determine broad capabilities, gaps, qualifications/fit; articulates reasons for fit to spec in a succinct manner. * Determines priority of which potential candidates to approach. * Adds meaningful notes on Quest, diligently uses the initial assessment feature. Credibility and Influence Communicates effectively both in writing and verbally; has "gravitas" (executive presence) and is able to build relationships. Able to hook candidates and convince consultants to meet them, building a strong internal brand: * Interacts with a range of internal and external stakeholders and candidates with differing styles and egos, understanding and appreciating what is important to each. * Becomes a credible and authentic professional by observing colleagues and emulating role models. * Adapts verbal and written communications according to expectations for role and audience, specifically how to be confident, succinct, concise, prepared and professional. Market and Candidate Knowledge Obtains and incorporates knowledge to enhance client work in a meaningful way. Knows how to get information, effectively uses the available firm resources, developing and sharing candidate pool knowledge: * Identifies executive movements in the market and updates Quest (ideally in real time) and colleagues; asks questions and shows interest in networking. * Has a genuine interest in/curiosity about people and businesses; and has an understanding of businesses and their interrelationships. * Understands how to identify and navigate the various relevant sources available (Quest, Passport, Global Information Services, Hoovers, LinkedIn, etc.). Developing self and others Develops self and others; seeks and provides feedback, modifies own performance or behavior based on feedback. A successful Associate is constantly growing, learning and enhancing his/her skills and capabilities: * Seeks and is open to feedback from colleagues, placing value on self development efforts; seeks opportunities for growth. * Is self-aware and open to changing one's own behavior. Firm Values Champions the Firm's values, culture and Code of Conduct; engages, participates and collaborates with others. A successful Associate, who people like working with and who may over time also have a leadership role: * Accepts others' opinions and encourages teamwork. * Brings cultural awareness and sensitivity to each interaction with colleagues. * Participates actively and contributes to internal activities; engages with office and practice. * Represents Spencer Stuart well by speaking positively about the Firm and aligning behavior to Firm values. * Conducts themselves in a way that is consistent with the Firm's values. The base compensation range for this position is $100,000-130,000 per year. The actual base compensation offered within this range will be dependent on the individual's skills, experiences, and qualifications. This position will be eligible to participate in our annual discretionary bonus program. Spencer Stuart also offers a competitive benefits package, which includes: * Retirement savings plan with discretionary profit sharing contribution and employer match; * PTO (minimum 15 days per year, increases with tenure), paid sick time (10 days per year), company holidays (12 days per year), and paid leaves of absence when applicable; * Comprehensive health benefits, including medical, dental, and vision insurance, and healthcare flexible spending account; * Life Insurance, and short-term and long-term disability insurance; * Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program; and * Voluntary benefit options, including supplemental life insurance, identity theft protection, and whole life insurance with long-term care and critical illness coverage. Spencer Stuart is a proud equal opportunity and affirmative action employer. We are committed to non-discrimination without regard to actual or perceived race, ethnicity, creed, color, religion, gender (including pregnancy, childbirth or related medical conditions), national origin, immigration status, ancestry, age, marital status, protected veteran status, physical or mental disability, medical condition, genetic information, sexual orientation, gender identity, or any basis prohibited under applicable federal, state or local law.

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 At Baker Tilly, we invest in our people. We believe in continuous learning and development and have a number of programs to ensure the success of our people. As we continue to grow our M&A Tax practice, we are seeking to add a Manager to our M&A Tax team in any of our offices. In this role, you will be developing and implementing transaction advisory services to our clients to meet their complex financial needs. Open to location. Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work. * Interact directly with Partners on matters related to client and engagement management * Modeling financial transactions to be used in valuation, structuring and negotiation * Prepare detailed memoranda and presentations describing the key attributes of client companies and industries * Assist in the review and analysis of the tax aspects of acquisition and merger agreements and draft tax opinion letters and memoranda * Identify and analyze tax risks and opportunities while advising on alternative tax strategies for acquisition, disposition and restructuring of businesses * Review, assess and advise clients regarding tax computations reflected in their financial models; and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction * Data gathering, document review and preparation of reports * Research & financial analysis of target companies * Due diligence for both buy side and sell side transactions * Transaction structuring for tax and accounting issues * Negotiation support * Communication with business owners to ensure delivery of exceptional client service * Participate in various marketing and recruiting activities of the firm Qualifications * Bachelor's degree in finance, Accounting or related field required; or a graduate degree and 4 years of related work experience. * 5+ years of work related experience in a mid to large size professional services firm * Certified Public Accountant CPA or JD/LLM required. * Tax due diligence, deal structuring and post-acquisition planning experience and/or inbound and outbound transaction consulting with international tax research, planning and compliance experience * Demonstrated analytical, problem-solving, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills required. * Strong written communication skills * Ability to provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment and exhibit a sense of urgency and commitment to quality and the timely completion of duties. The compensation range for this role is $130,000-$215,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider joining Baker Tilly (BT) as a Federal Tax Senior Associate! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: * You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve * You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges * You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions * You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!) * You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow What you will do: * Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients: * Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies * Participate in tax research projects on a variety of tax issues, help to draft IRS responses and address other tax authority inquiries * Team with leaders on special projects in various areas of corporate and flow through taxation such as accounting methods and ASC740 * Develop recommendations for the client to consider and share with leadership to discuss and strategize * Communicate and team with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas * Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs * Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients * Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals * Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications Successful candidates will have: * Bachelor's degree in accounting or law, or a related degree in business, and sufficient course work and credits to sit for the CPA and/or Bar exam in the state you are being considered * CPA or JD license preferred * Two (2)+ years of experience providing federal tax compliance and consulting services in a public accounting firm * Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving * Strong leadership, project management, organizational and analytical skills, initiative, adaptability * Microsoft Suite skills * Highly developed software and Microsoft Suite skills * Eligibility to work in the U.S. without sponsorship preferred The compensation range for this role is $80,000-$135,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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 Tax Director, Private Wealth to join our growing High Net Worth Tax practice in Northern California! Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners. We help company executives, business owners, affluent families and family offices, estates, and trusts in managing, preserving and transitioning wealth. Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services. You will enjoy this role if: * You like being your client's personal advisor and collaborating with their other advisors such as, attorneys, bankers and investment advisors to create an integrated, holistic approach to managing and enhancing their wealth at all stages of their lives. * You crave a leadership opportunity with a well-established high net wealth practice that continues to achieve tremendous growth. * You want to be part of firm is invested in your success by providing the resources and support to continually sharpen your technical skills and build your career now, for tomorrow. What you'll do: * Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities: * Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns * Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax * Advise and make recommendations to clients on business succession planning * Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations * Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met * Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients * Invest in your professional development individually and through participation in firm wide learning and development programs * Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Qualifications Successful candidates will have: * An undergraduate degree in Accounting or related field required * CPA, EA, JD/LLM required * Eight (8) + year(s) experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses. This includes strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities, partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filer * Five (5)+ years' of supervisory experience, mentoring and counseling associates * Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects. * Eligibility to work in the U.S., without sponsorship, highly preferred The compensation range for this role is $191,260 to $362,600. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. #LI-MS1 #LI-hybrid