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CliftonLarsonAllen jobs in Charlotte, NC - 87 jobs

  • Client Relationship Director

    Cliftonlarsonallen 4.4company rating

    Cliftonlarsonallen job in Charlotte, NC

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. About the role: CLA is looking to hire a Client Relationship Director for our growing CAAS practice in North Carolina. CAAS provides customized accounting support on an interim and project basis for our clients - public, private and nonprofits ranging from start-ups to Fortune 100 companies. We are looking for someone who has the drive of a business owner, entrepreneurial spirit, and the desire to make a difference for our clients. As a Client Relationship Director, you will: Maintain and expand existing client relationships. Build your network to develop new relationships in the community (Big Four and regional Audit Partners, Senior Audit Managers, Chief Financial Officers, Controllers, and others) Project manage ongoing engagements to meet client needs. Recognize opportunities, problem solve and close business, especially at strategically targeted accounts. Demonstrate exceptional client service and genuine interest in making a difference for our clients, while growing CAST revenue. Maintain business development targets and sales activities in CRM. Represent CLA at networking events and in public forums. Maintain business development targets and sales activities in CRM. What you will need: A minimum of 8 years of work experience. Big Four Audit Manager or other public accounting as well as industry experience is preferred. A bachelor's degree in accounting, finance, business, or related field required. CPA certification is preferred but not required. A client services delivery orientation, relationship building experience, and drive to participate in business development initiatives. Exceptional interpersonal and the ability to gain the confidence and respect of senior executives and team members. Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here #LI-EG2, #LI-Hybrid 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.
    $76k-95k yearly est. Auto-Apply 60d+ ago
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  • Office Operations Senior

    Cliftonlarsonallen 4.4company rating

    Cliftonlarsonallen job in Charlotte, NC

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. CLA is currently seeking an Office Service Senior in our Charlotte, NC office. This pivotal role is responsible for overseeing and managing Office Service Coordinators performing various administrative tasks and services for multiple office locations. This may include overseeing answering the phone, greeting clients, mail and package handling, coordinating office supplies and equipment, maintaining professional environment of facilities, office maintenance and repairs, and providing general administrative support. How you'll create opportunities in this Office Service Senior role: • Provide day to day direction to Office Service Coordinators that provide general administrative support, including answering phones, managing correspondence, maintaining office supplies and marketing materials at multiple CLA offices. • Responsible for ensuring the quality and accuracy of the coordinators' work. • Assist with budget preparation and expense tracking for office-related expenditures. • Review documentation and approve employee expense reports along with vendor invoices. • Supports CLA's workplace standards by coordinating and executing daily operations that ensure office environments are clean, organized, and client ready. • Support the planning and execution of office events for various locations. • Will direct the work of family members assigned to Office Service duties. • Provide office support to various departments with administrative tasks and projects as needed. • Foster a positive and collaborative work environment. • May require travel between office locations during working hours. What you will need: • 3 years of relevant experience is required. • Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree. • Excellent customer service and problem-solving skills • Proficiency with Microsoft Office products (Word, Excel, Outlook, etc) Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here #LI-SK1 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.
    $58k-74k yearly est. Auto-Apply 21d ago
  • Executive Assistant

    Cherry Bekaert 4.6company rating

    Charlotte, NC job

    Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work (****************************************************************************************** , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment focused on enabling your career growth and continuous professional development. We are looking for an Executive Assistant to work onsite out of any of our Cherry Bekaert office Locations. The Executive Assistant plays a pivotal role in delivering high-level administrative and operational support to executive leaders. This role manages complex schedules and priorities, coordinates daily workflow, and drives efficiency through proactive planning and process improvements. In addition to executing advanced administrative responsibilities, they build strong relationships, anticipates needs, and acts as a trusted liaison - ensuring seamless communication, problem resolution, and effective leadership support. #ZR **As an Executive Assistant, you will:** + Effectively manages and maintains calendars utilizing Microsoft Outlook. Proactively reviews upcoming appointments to identify and address any potential scheduling conflicts. + Manages intricate domestic and international travel itineraries utilizing Concur software. Integrates travel information-including flights and hotel accommodations-into the Outlook calendar. + Coordinates business travel logistics, including scheduling meals and appointments across multiple stakeholders. + Manages large group meetings by assisting with presentations, organizing meals, preparing and sharing agendas, arranging A/V and teleconferencing setups, and handling transportation logistics. + Prepares expense reports, memos, and letters. **What you bring to the role:** + High School Diploma + Strong working knowledge in various software platforms including Microsoft Office 365, with advanced expertise in Outlook. Familiarity with Concur is preferred but not required. + Demonstrates strong task management skills by effectively prioritizing workload and meeting deadlines independently. + Ensures accuracy, consistency, and reliability in deliverables while serving as a subject matter expert. + Communicates clearly and diplomatically to foster collaboration and build trust within the team. + Proactively identifies, analyzes, and resolves client issues while contributing to broader team-based solutions. + Develops strong relationships, actively seeks to understand client needs, and applies feedback for continuous improvement. + Ability to work extended hours during peak seasons and deadlines. **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** $31.19 - $45.67 per hour **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
    $31.2-45.7 hourly 19d ago
  • Senior Technician: Technical Support

    Mayer Brown 4.9company rating

    Charlotte, NC job

    Mayer Brown is an international law firm positioned to represent the world's major corporations, funds, and financial institutions in their most important and complex transactions and disputes. We are recognized by our clients as strategic partners with deep commercial instincts and a commitment to creatively anticipating their needs and delivering excellence in everything we do. We are a collegial, collaborative firm where highly motivated individuals with an unwavering commitment to excellence receive the opportunity, support, and development they need to grow, thrive, and realize their greatest potential all while supporting the Firm's client service principles of excellence, strategic partnership, commercial instinct, integrated strengths, innovation, and collaboration across our international firm. If you enjoy working with team members whose defining characteristics are exceptional client service, initiative, professionalism, responsiveness, and adaptability, you may be the person we are seeking to join our Information Technology department in our Charlotte office, as a Senior Technician: Technical Support. The Senior Technician: Technical Support provides office-based technology setup and support, troubleshooting custom applications, systems, and hardware issues. They serve as a project resource and collaborate with peers, to deliver seamless, innovative technology services aligned with the Firm's strategic goals. This role also champions the adoption of new technologies-including AI-by optimizing workflows and supporting change management initiatives. Responsibilities Essential Functions Forward-Thinking Responsibilities: Proactively collaborate with internal and external clients to understand evolving technology needs and deliver tailored solutions Lead initiatives to streamline and optimize business workflows through the adoption of new technologies, including automation and AI-driven tools Develop and maintain a strong working relationship with AI tools (e.g., Copilot, ChatGPT) to enhance business processes Provide guidance and support to lawyers and business professionals adopting new systems and workflows, ensuring smooth transitions and high user engagement Stay ahead of emerging technology trends, recommending and piloting innovative solutions that drive competitive advantage Responsibilities: Provide full life cycle management of all escalated incidents, requests and problems including troubleshooting research, investigation, isolation, and resolution Update and manage all escalated tickets in accordance with local, regional, and global standards and processes using ServiceNow cloud platform Collaborate with the team to manage all local hardware assets and assist with hardware upgrades and tracking using ServiceNow cloud platform Repair and maintain all Firm-supported laptops, desktops, printers, and video equipment in accordance with firm standards Provide and manage print queues, monitor and troubleshoot print server issues (where applicable) Provide in-room support and troubleshooting for audio visual/video conferences, meetings, and events utilizing video conferencing platforms and systems from Cisco, Webex, Zoom, Microsoft Teams, and other virtual platforms Provide programming and move/add/change support for office phones (where applicable) Under general supervision, monitor, document, and update existing network systems and local server hardware and assist in implementation of updates and problem resolution Successfully meet timelines and/or budgets for assigned projects Participate as required in moving users to other offices or floors Provide support to other IT teams by providing testing of new software packages and upgrades to existing software applications Collaborate effectively with team members to achieve departmental objectives and support cross-functional initiatives Represent the IT department with professionalism and a customer-focused approach, ensuring positive interactions with internal and external clients Update and contribute to the Knowledge base to share expertise Function as a technology resource to the Firm for industry trends, technology implementations (hardware and software), and change management issues Provide high levels of customer support by being responsive, communicating proactively and managing expectations Effectively and proactively identify and communicate operations and business risks to appropriate levels of IT and management Adhere to all IT and user quality assurance policies and practices Adhere to all Firm and IT security policies and practices Provide support on an overtime basis as needed to support technical issues within the Firm Provide on-call support as part of an agreed schedule Accountabilities: Maintain regular and on-time attendance to ensure consistent support and service delivery Provides excellent 2nd line/desk side incident, problem, and request management support in accordance with documented processes Resolution of all escalated Service Desk tickets and associated customer expectation management Effective and proactive communication of problems/issues that impact business (e.g., outages) Qualifications Education/Training/Certifications: University degree in a related field is preferred. An equivalent combination of education and/or experience may be considered in lieu of the degree when the experience has been directly related to the functions of the job Professional Experience: Law firm experience is preferred Technical Skills: Demonstrated advanced proficiency in Microsoft Office products, ensuring efficient use of productivity applications across the organization Provides expert hardware support including installation, maintenance, and repair of desktops, laptops, printers, and mobile devices, ensuring minimal downtime and optimal device performance Manages the imaging and configuration of PCs to meet organizational standards, preparing devices for deployment and maintaining consistency across assets Maintains strong knowledge of asset management practices, tracking and managing hardware inventory throughout its lifecycle Possesses advanced understanding of Windows 11 operating system administration, including configuration, updates, and user account management Ensures compliance with security protocols through expertise in document encryption, compression tools, and metadata management systems Supports advanced desktop activities involving Active Directory, Exchange, TCP/IP, DNS, DHCP, and VPN technologies Proficient in application support, including troubleshooting and resolving software issues for end users Knowledge of related problems with OS and registries Knowledge of document management systems and e-filing processes Performance Traits : Demonstrates strong written and verbal communication skills, effectively conveying technical information to clients and colleagues at all levels of the organization Communicates in a professional manner with internal teams and external vendors, ensuring clarity and accuracy in all interactions Performs well under pressure, consistently meeting deadlines while adapting to shifting priorities Exhibits self-motivation and initiative, proactively identifying and addressing technical issues Provides exceptional customer service by anticipating client needs and exercising independent judgment Maintains a high level of attention to detail, ensuring accuracy in troubleshooting and documentation Employs excellent organizational skills to manage multiple projects, tasks, and support requests simultaneously Upholds confidentiality and discretion when handling sensitive information Collaborates as a team player, contributing to a positive and productive work environment Manages difficult customer interactions and situations with empathy, professionalism, and composure Physical Requirements: May require occasional lifting of up to 20 lbs. The typical pay scale for this position is between $71,000 and $94,000, although the actual wage or salary could be lower or higher if the candidate's education, experience, skills and internal pay alignment are different from those specified. The above is a general description of the essential duties associated with this position and does not represent an exhaustive or comprehensive list of all duties. The Firm may modify and amend this job description at any time at its sole discretion. Nothing herein creates a contract of employment or otherwise modifies the at-will nature of employment. We offer competitive compensation and comprehensive benefits, including medical/dental/vision/life/and AD&D insurance, 401(k) savings plan, back-up childcare and eldercare, generous paid time off (PTO), as well as opportunities for professional development and growth. Thank you for your interest in Mayer Brown. We are committed to providing equal opportunity and reasonable accommodations to applicants and employees with disabilities and disabled veterans. To request a reasonable accommodation related to the application process and/or job interview, please email **********************************. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. #LI-ONSITE #LI-PT1
    $71k-94k yearly Auto-Apply 51d ago
  • AI Agent & Automation Developer

    Cherry Bekaert 4.6company rating

    Charlotte, NC job

    Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work (****************************************************************************************** , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment focused on enabling your career growth and continuous professional development. Our Business Transformation team is looking for an AI Agent & Automation Developer. The AI Agent & Automation Developer will have the opportunity to work remotely from within the United States We are seeking a talented and motivated AI Agent & Automation Developer to join our team. The ideal candidate will have hands-on experience building autonomous AI agents using large language models (LLMs), agent frameworks, and modern AI infrastructure. As an AI Agent & Automation Developer, you will design, implement, and deploy intelligent agents that operate autonomously within digital environments, driving innovation and operational excellence. This role supports organizational transformation by solving complex business challenges through intelligent automation, agent orchestration, and advanced analytics. You must be adaptable, collaborative, and eager to learn new technologies to address multifaceted business problems. A successful candidate is a proactive problem-solver with strong software engineering skills, ready to thrive in a fast-paced environment and communicate effectively with both technical and business stakeholders. This role reports to the AI Agent Architect and sits within the Firm's internal Business Transformation Office. **As an AI Agent & Automation Developer, you will:** + Design and implement AI agents using LLMs, planning algorithms, and decision-making frameworks. + Develop agent architectures that support autonomy, interactivity, and task completion. + Integrate agents into applications, APIs, or workflows (e.g., chatbots, automation tools). + Collaborate with researchers, engineers, and product teams to iterate on agent capabilities. + Optimize agent behavior through feedback loops, reinforcement learning, or user interaction. + Engineer and manage context for agents to ensure they access the right information at the right time. This includes applying methods such as: + Prompt Engineering - injecting information directly into prompts. + Fine-tuning - training models on additional data to embed knowledge (where applicable). + Retrieval-Augmented Generation (RAG) - embedding documents into vector databases and retrieving semantically relevant information. + Tool Use - leveraging sub-agents or deterministic models to locate and add relevant context. + Hybrid Approaches - combining two or more methods to maximize reliability and relevance. + Monitor performance, conduct evaluations, and implement safety and guardrail mechanisms. + Maintain thorough documentation of agent logic, design decisions, and dependencies. + Stay up to date with industry developments and advancements in AI, machine learning, and agent-based technologies. + Collaborate with stakeholders and engineering teams to integrate AI agents with Microsoft-specific platforms such as **Copilot Studio** , **Azure AI** , and **Semantic Kernel SDK** . + Build and deploy **enterprise-grade Copilots** using Microsoft's orchestration tools, enabling seamless interaction across Microsoft 365, Dynamics, and custom business applications. **What you bring to the role:** + Bachelor's degree in Computer Science, AI, Machine Learning, or a related field. + Proven experience in agent-based systems, or intelligent automation, with a minimum of 2 years in a similar role. + Strong programming skills in Python (or similar) and experience with AI/ML libraries (e.g., LangChain, OpenAI API, Hugging Face, PyTorch). + Understanding of agent-based modeling, multi-agent systems, or reinforcement learning. + Experience building applications with LLMs or generative AI models. + Familiarity with API development, backend services, and deployment pipelines. + Ability to work independently in experimental and fast-paced environments. + Excellent communication and interpersonal skills, with the ability to build strong relationships with business and technical stakeholders. + Analytical mindset with the ability to solve complex problems and make data-driven decisions. + Demonstrated understanding of data quality, integrity, and systems integration. **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** 54,245-134,000 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
    $43k-72k yearly est. 57d ago
  • HR/Admin Specialist 16746487

    Cherry Bekaert 4.6company rating

    Charlotte, NC job

    Cordia Resources by Cherry Bekaert is seeking an organized and proactive HR/Admin Specialist to support our clients human resources and administrative functions on a contract basis with the potential for contract to hire. This position is ideal for someone who thrives in a fast-paced environment and values confidentiality. HR/Admin Location: Charlotte, NC Job Type: Contract / Contract to Hire Hourly Rate: Market Rate Responsibilities: Assist with recruitment, onboarding, and employee records Coordinate benefits administration and HR compliance Manage office operations and administrative tasks Support HR projects and employee engagement initiatives Qualifications: 2+ years of HR or administrative experience Knowledge of HR policies and employment laws Strong interpersonal and organizational skills Proficiency in MS Office and HRIS systems Cordia Resources by Cherry Bekaert is proud to be part of Cherry Bekaert's Advisory practice, offering tailored recruiting and staffing solutions through our Redeploy Program. Our consulting team is committed to helping professionals transition seamlessly into new opportunities while supporting clients with top-tier talent. If you're ready to take the next step in your career or strengthen your workforce, connect with us today and experience the Cordia difference.
    $47k-59k yearly est. 60d+ ago
  • Senior Graphic Designer

    Cherry Bekaert 4.6company rating

    Charlotte, NC job

    Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work (****************************************************************************************** , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment focused on enabling your career growth and continuous professional development. We are seeking for a Senior Graphic Designer to join our team. The Senior Graphic Designer will have an opportunity to work remotely within the United States. The Senior Graphic Designer is responsible for designing and maintaining Cherry Bekaert's brand and visual identity standards. Create a wide range of marketing collateral and materials in collaboration with project owners and stakeholders from across the Firm. **As a Senior Graphic Designer, you will:** + Design layout and graphics for both internal and external content + Oversee design projects from conception to delivery + Procure stock images as needed + Assist with coordinating outside vendor materials as needed + Work with marketing and communication teams to understand project requirements. + Collaborate with other designers and departments to ensure cohesive visual messaging. + Ensure all designed content adheres to the Firm's brand guidelines. + Stay updated with the latest design trends and technologies. **What you bring to the role:** + Bachelor's degree in graphic design or related area + 5+ years in graphic design. + Demonstrate technical skills working with Adobe Creative Cloud programs; including but not limited to Adobe InDesign, Adobe Illustrator, Adobe Photoshop, and Adobe XD. + Proficient in Microsoft Office Suite, especially PowerPoint and Word. + Operate in a Windows PC environment. + Experience working within a multi-approval process; communicating with multiple stakeholders on projects and deadlines to exceed expectations. + Experience working in a virtual office environment; collaborating across video/phone conferencing is preferred. + Strong portfolio showcasing a range of design skills. + Creativity and a keen eye for detail. + Excellent communication and teamwork abilities. + Strong time management and organizational skills. **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** $54,245 - $75,000 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
    $54.2k-75k yearly 43d ago
  • Transactional Paralegal Fellowship

    Mayer Brown 4.9company rating

    Charlotte, NC job

    Mayer Brown is an international law firm positioned to represent the world's major corporations, funds, and financial institutions in their most important and complex transactions and disputes. We are recognized by our clients as strategic partners with deep commercial instincts and a commitment to creatively anticipating their needs and delivering excellence in everything we do. We are a collegial, collaborative firm where highly motivated individuals with an unwavering commitment to excellence receive the opportunity, support, and development they need to grow, thrive, and realize their greatest potential all while supporting the Firm's client service principles of excellence, strategic partnership, commercial instinct, integrated strengths, innovation, and collaboration across our international firm. If you enjoy working with team members whose defining characteristics are exceptional client service, initiative, professionalism, responsiveness, and adaptability, you may be the person we are seeking to join our Paralegal department in our Charlotte office, as a Transactional Paralegal Fellow. The Transactional Paralegal Fellowship is a two-year program that provides and opportunity for recent graduates interested in pursuing a law degree or a related field to gain hands-on experience as a finance paralegal and develop key skills while contributing to the Firm's pro bono initiatives and legal innovation efforts. Responsibilities Essential Funtions: Be fully-integrated into the Finance practice. Fellows will work closely with partners and associates to develop core transactional skills in structuring, negotiating, and closing deals. They will gain first-hand experience on sophisticated finance transactions. Responsibilities include conducting due diligence, drafting documents, negotiating terms, external communications, and managing deals from start to finish. Collaborate with the legal innovation team to pilot new technologies that drive efficiency and position Mayer Brown at the forefront of legal tech. This includes evaluating and implementing tools related to contract drafting/review, transaction visualization, and deal management. Fellows will receive training on Mayer Brown's legal innovation toolkit and run point on integration efforts. Coordinate pro bono projects in partnership with the Firm's pro bono practice. Mayer Brown is committed to pro bono work as a critical component of the legal profession. Participate in an intensive training program led by Mayer Brown partners, associates, and clients to compliment hands on work experience. Qualifications Education/Training/Certifications: Bachelor's degree required Interest in learning about a transactional legal profession Professional Experience: No professional experience required Technical Skills: Proficiency in Microsoft Office products, required Performance Traits: Strong written and verbal communication skills, able to communicate effectively and in a professional manner with all levels of the Firm and outside vendors Ability to work in a diverse team environment and effectively support the demanding needs of the Firm Ability to work under pressure, meet deadlines with shifting priorities Must be a self-starter with a high level of initiative Strong customer service skills, able to anticipate needs and exercise independent judgment Strong attention to detail, organizational skills and the ability to handle multiple projects Maintains confidentiality and exercises discretion Exercises solid strategic thinking and problem-solving skills A current transcript and résumé are required for this role. Please combine into a single document and upload with your application. The salary for this Fellowship position is set at $70,000, plus overtime (paid at time and a half above 40 hours/week). The above is a general description of the essential duties associated with this position and does not represent an exhaustive or comprehensive list of all duties. The Firm may modify and amend this job description at any time at its sole discretion. Nothing herein creates a contract of employment or otherwise modifies the at-will nature of employment. We offer competitive compensation and comprehensive benefits, including medical/dental/vision/life/and AD&D insurance, 401(k) savings plan, back-up childcare and eldercare, generous paid time off (PTO), as well as opportunities for professional development and growth. Thank you for your interest in Mayer Brown. We are committed to providing equal opportunity and reasonable accommodations to applicants and employees with disabilities and disabled veterans. To request a reasonable accommodation related to the application process and/or job interview, please email **********************************. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. #LI-DNI
    $70k yearly Auto-Apply 17d ago
  • Client Support Liaison

    Cherry Bekaert 4.6company rating

    Charlotte, NC job

    We are seeking a detail-oriented and client-focused **Client Support Liaison (CSL)** to join our Core Tax team. In this role, you will serve as a primary point of contact for clients on non‑technical matters, supporting them through document coordination, technology tools, and ongoing communication. You will also work closely with Partners and Managers to streamline processes, ensure timely delivery of tax work, and support internal operations such as billing, reporting, and data management. If you thrive in a fast-paced environment, enjoy helping clients, and excel at managing details and deadlines, this is an excellent opportunity to contribute to a high-impact team. **What You'll Do** **Client Support & Communication** + Serve as a primary contact for clients on non‑technical questions. + Request, track, and organize supporting documents. + Follow up on engagement letters, consents, and e-file forms. + Assist clients with Suralink, TaxCaddy, SafeSend, and other tax technology tools. + Act as an additional point of contact for technical matters as needed. **Partner/Manager Assistance** + Roll Axcess tax returns and engagement binders. + Save and organize documents in Engagement, SP Binders, and GFR. + Assist with extension preparation and identify bottlenecks in aging returns. + Prepare PBC and Open Items Lists. + Assist with e-file rejections and schema errors. + Submit engagement letters and create new returns in CCH Axcess. + Prepare TEAFs and submit POAs. + Support billing by generating WIP reports. + Assist in researching IRS notices and drafting responses. + Gather financials for quarterly estimates and coordinate with Partners on required client estimations. **Reporting & Technology Support** + Support due date reporting. + Analyze data using Excel (Pivot Tables, VLOOKUP, etc.). + Create custom reports as needed. + Manage client accounts in Suralink and TaxCaddy. + Review incoming client documents and determine readiness for tax preparation. + Publish tax returns and documents to Suralink/TaxCaddy. **What You Bring** + Proficiency with Microsoft Office software, especially Excel. + Quickly learn and adapt to new software platforms, ensuring efficient support for clients and internal teams + Strong communication, organizational, and technical skills are essential, along with the ability to adapt to deadlines and proactively solve problems. + Ability to thrive and adapt in a fast-paced, dynamic environment. + Integrity, dependability, and trustworthiness are required. **Education & Experience** + **Minimum Education:** High school diploma or equivalent. + **Experience:** + 5+ years in a **client service-driven environment** . + Administrative experience required. + Experience in a tax firm is preferred but not required. **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** $24.98-$37.12 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2026 Cherry Bekaert. All Rights Reserved.
    $25-37.1 hourly 8d ago
  • Advisor: Technology Innovation - Finance

    Mayer Brown 4.9company rating

    Charlotte, NC job

    Mayer Brown is an international law firm positioned to represent the world's major corporations, funds, and financial institutions in their most important and complex transactions and disputes. We are recognized by our clients as strategic partners with deep commercial instincts and a commitment to creatively anticipating their needs and delivering excellence in everything we do. We are a collegial, collaborative firm where highly motivated individuals with an unwavering commitment to excellence receive the opportunity, support, and development they need to grow, thrive, and realize their greatest potential all while supporting the Firm's client service principles of excellence, strategic partnership, commercial instinct, integrated strengths, innovation, and collaboration across our international firm. If you enjoy working with team members whose defining characteristics are exceptional client service, initiative, professionalism, responsiveness, and adaptability, you may be the person we are seeking to join our Information Technology department in our Chicago, Charlotte, New York, or Washington, D.C. office, as an Advisor: Practice Enablement and Adoption - Finance. The Advisor: Technology Innovation - Finance extends the firm's Technology and Innovation mission into the heart of the Finance practice ensuring that technology investments are fully leveraged, innovations are adopted, and lawyers and clients experience measurable benefit. They focus on uncovering operational pain points, unmet client needs, and opportunities for innovation, as well as driving the adoption and enablement of legal technology solutions across the firm's Finance practice. The Advisor ensures that all practice innovation efforts are grounded in real-world legal practice and aligned with the firm's strategic goals. Reporting to the Senior Manager: Technology Innovation, they act as a connector between the firm's Finance practice and our technology delivery teams, between ideas and execution, and between emerging technologies and the Firm's long-term strategy. They help identify opportunities, co-develop solutions for, and implement practice-specific transformation while streamlining and innovating the practice of law. The role will also be responsible for identifying, and collaborating to prototype, and implementing related technology. While collaborating with other members of the Practice Enablement and Adoption team, they will work closely with the other stakeholders, including and not limited to, those in Practice Technology, rest of IT, Knowledge Management, and Legal Risk Management departments to facilitate the smooth implementation of pilots and product launches of legal software tools and technology solutions. This role will be responsible for driving adoption of those solutions by leveraging usage data and coordinating various change management and adoption best practices. Responsibilities may vary and grow as the team matures and the role progresses. Responsibilities Essential Functions: Understand Needs & Opportunities: Assist their supervisor to partner with lawyers, clients, and business services to map and evaluate current processes with an eye to identify where process improvement and technology can deliver greater value. Capture user stories, best practices, insights and maintain a knowledge base of challenges and opportunities faced by practitioners in Finance practice. Shape and Prioritize Initiatives: When directed by the Firm's idea intake process, collect information from the submitter to assist evaluating, scoring, and prioritizing ideas. Translate feedback into clear problem statements that IT and other business services can act on. Enable Practice Transformation: Assist with conducting design thinking sessions, co-lead process improvement workshops, pilots, and rollouts in partnership with Practice Technology team, and practice stakeholders to identify pain points and design innovative solutions. Increase Awareness and Engagement: Implement and assist with targeted outreach through listening sessions, practice presentations, vendor days to increase lawyer awareness and engagement with existing investments and emerging technologies that could help Finance lawyers. Prototype and Validate: Collaborate with the Practice Technology team to build prototypes and validate the proposed solution. Work with Practice Technology team to customize templates or pilot/custom-build solutions for practice needs. Drive Adoption & Change: Collaborate with Practice Technology and Learning & Development to deliver tailored training, awareness sessions, and direct support. Assist with building confidence, adoption, and measurable ROI for innovative solutions. Collaborate Across Business Teams: Work with other business departments e.g., Knowledge Management, Practice Management, Information Services, Legal Risk Management, Business Development & Marketing etc., to solve the issue holistically. Collaborate with Practice Technology team to onboard vendors and pilot new solutions. Horizon Scanning: Assist with monitoring legal technology trends and emerging vendors with an eye towards those that might address pain points of our lawyers in Finance practice. Share insights with Firm and IT leadership to inform strategy and future investment. Perform other duties as assigned or required to meet Firm goals and objectives. Align working hours as necessary to support global teams and business partners. Qualifications Education/Training/Certifications: JD or Master's degree; however, a Bachelor's degree with relevant experience will also be considered. 2+ years' experience working in legal environment either in a law firm or a legal department or a legal tech solution provider. Professional Experience: Demonstrated experience of participating in strategic legal technology related projects, and particularly in evaluating and implementing legal tech solutions, in a large law firm or corporate/financial institution legal department or enterprise level, strongly preferred. Knowledge of the lifecycle of a Finance legal matter is strongly preferred. Awareness and light experience of techniques in increasing adoption of legal tech tools and different methods of engaging and enabling lawyers is highly desirable. Experience in business analysis, solution design, consulting and/or client-facing roles. Demonstrated use of business requirements elicitation and documentation skills. Technical Skills: Required: Proficiency in Microsoft Office products. Working knowledge of process improvement principles (e.g., Lean, Six Sigma), when to invoke each methodology, and how to deploy process improvement tools (e.g., process maps, fishbone diagrams, root cause analysis). Awareness of or experience with project management principles, including Agile/Scrum and Waterfall methods. Preferred: Ability to engage in design thinking, being able to conceptualize and implement a project from end-to-end. Performance Traits: Ability to communicate technical concepts in clear, non-technical language to stakeholders. Strong customer service and problem solving mindset. Effective team player in diverse environments; thrives under pressure and meets shifting deadlines. Pragmatic, self-motivated, flexible and good team player. Self-starter with high initiative; detail-oriented, organized, and multitasking. Maintain confidentiality and discretion Physical Requirements: Light lifting; up to 20 lbs. Open to regional and/or global travel, as needed. The typical pay scale for this position is between $130,000 and $185,000, although the actual wage or salary could be lower or higher if the candidate's education, experience, skills and internal pay alignment are different from those specified. The above is a general description of the essential duties associated with this position and does not represent an exhaustive or comprehensive list of all duties. The Firm may modify and amend this at any time at its sole discretion. Nothing herein creates a contract of employment or otherwise modifies the at-will nature of employment. We offer competitive compensation and comprehensive benefits, including medical/dental/vision/life/and AD&D insurance, 401(k) savings plan, back-up childcare and eldercare, generous paid time off (PTO), as well as opportunities for professional development and growth. Thank you for your interest in Mayer Brown. We are committed to providing equal opportunity and reasonable accommodations to applicants and employees with disabilities and disabled veterans. To request a reasonable accommodation related to the application process and/or job interview, please email **********************************. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. #LI-HYBRID #LI-PT1 The typical pay scale for this position is between $130,000 and $185,000, although the actual wage or salary could be lower or higher if the candidate's education, experience, skills and internal pay alignment are different from those specified. The above is a general description of the essential duties associated with this position and does not represent an exhaustive or comprehensive list of all duties. The Firm may modify and amend this job description at any time at its sole discretion. Nothing herein creates a contract of employment or otherwise modifies the at-will nature of employment. We offer competitive compensation and comprehensive benefits, including medical/dental/vision/life/and AD&D insurance, 401(k) savings plan, back-up childcare and eldercare, generous paid time off (PTO), as well as opportunities for professional development and growth. Thank you for your interest in Mayer Brown. We are committed to providing equal opportunity and reasonable accommodations to applicants and employees with disabilities and disabled veterans. To request a reasonable accommodation related to the application process and/or job interview, please email **********************************. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. #LI-HYBRID #LI-PT1
    $130k-185k yearly Auto-Apply 17d ago
  • Tax Plan Administration (TPA) Senior

    Cherry Bekaert 4.6company rating

    Charlotte, NC job

    Cherry Bekaert is seeking a TPA Senior to join our Core Tax team. This role focuses on providing expert third-party administration for 401(k) and other profit-sharing plans. You will play a key role in plan design, compliance testing, and regulatory reporting, ensuring our clients' retirement plans meet all legal and operational requirements. **Key Responsibilities** + Deliver comprehensive TPA services for 401(k) and profit-sharing plans. + Prepare and file **Form 5500** and related schedules accurately and on time. + Perform compliance testing, including **ADP and ACP testing** , and manage **cross-tested allocations** . + Assist with **plan design** and implementation tailored to client needs. + Ensure adherence to **ERISA** and other U.S. laws governing retirement plans. + Collaborate with clients and internal teams to resolve complex plan administration issues. + Maintain proficiency in retirement plan regulations and industry best practices. **Qualifications** + Strong skillset in Microsoft Excel, experience in TPA services for qualified retirement plans. + Knowledge of ADP/ACP testing, cross-tested allocations, and Form 5500 preparation. + Familiarity with ERISA and related compliance requirements is a plus. + Excellent analytical, organizational, and communication skills. **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** $73,500-$114,100 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
    $73.5k-114.1k yearly 23d ago
  • Tax Growth Solutions Leader

    Cherry Bekaert 4.6company rating

    Charlotte, NC job

    Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance, and tax services to our clients. We are looking for a Tax Growth Solutions Leader to join our Tax team to help drive growth solutions development in core and strategic tax. As the Tax Growth Solutions Leader, you will work closely with the Managing Partner - Tax Services. You'll be responsible for helping to generate and maintain revenue by developing solutions and offerings for core and strategic tax; driving integration and alignment between revenue-related functions, aligning and optimizing the client experience; and facilitating cross-functional collaboration and communication that produces results. This highly visible role may be based out of any of our offices, or fully remotely within the contiguous United States. To be successful in this role, you should have a strong background in consulting or advisory services, with proven experience in developing and executing growth strategies, solutions, and offerings. You should also have excellent analytical, problem-solving, change management, and communication skills, as well as the ability to influence and motivate others. **As the Tax Growth Solutions Leader, you'll be responsible for the following:** + Solution Development + Develop process model for packaged (bundled) solution sets across existing tax service offerings + Drive solution set development through collaboration with RSLLs (Regional Service Line Leaders), Strategic Tax Domain Leaders, and IPLs (Industry Practice Leaders) + Assess existing service offerings - create solution attachment points across audit, tax, advisory aligned with industry focus - sales approach/sequencing + Collaborate with Growth Operations on data/metrics to monitor success of productized approach + New Offerings + Create and launch External to Internal approach to innovate new tax offerings and/or bundled tax and advisory services + Create process flow model for new offering development - vetting/criteria/alignment/resource requirements/approval lanes + Collaborate with Growth Operations - Knowledge - Develop and monitor potential new offerings through trends research + Align with Client Experience - Voice of the Customer + Integrate with RSLLs, Strategic Tax Domain Leaders, and IPLs + Communication & Education Strategy + Create and Drive "launch" plan for tax solution sets and new offerings + Align with Marketing and Internal Communications + Align with Learning & Development **What you bring to the role:** + Bachelor's degree in business administration or related field; Master's degree or MBA preferred + Minimum 15 years of experience in consulting or advisory services including at least 10 years' experience developing and executing growth strategies, solutions, and offerings in a leadership or management role required + Excellent analytical, problem-solving, decision-making, and critical thinking skills + Strong communication skills (verbal/written/presentation), with the ability to communicate effectively with various audiences at different levels + Superior influencing and change management skills that result in strong leadership commitment and actions that will drive change and produce results + Proactive attitude (self-starter/initiative-taker), with the ability to work independently and collaboratively + Flexible mindset (adaptable/agile), with the ability to embrace change and ambiguity + Creative mindset (innovative/entrepreneurial), with the ability to generate new ideas and solutions **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** $400,000 to $600,000 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
    $93k-127k yearly est. 57d ago
  • Deal Advisory Senior Associate

    Cherry Bekaert 4.6company rating

    Charlotte, NC job

    Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work (************************************************** , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. To support the continued growth of our Deal Advisory (*********************************************************************************** practice, an opportunity has been created for a **Senior Associate** to join our high performing team with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource. Our National Deal Advisory practice supports M&A activities of our Private Equity clients and strategic corporations across the US and internationally. Our services include buy-side due diligence, sell-side due diligence, working capital assistance, merger integration and optimization, divestitures and carve outs. Throughout 2024, our team advised on ~600 deal with an aggregate transaction value exceeding $19B. Our ideal candidate has demonstrated experience performing detailed analysis beyond an organization's typical financial metrics to normalize revenue and expenses and quantify potential exposure to risk or exposure drawn through a rotation program embedded within a dedicated diligence team. If you're ready to join our team of seasoned, expert, nationally acclaimed and knowledgeable professionals - we're ready to hear from you! **As a Senior Manager, you will:** + Perform buy-side and sell-side accounting and financial due diligence engagements + Develop relationships with clients and engage in effective interactions with target company executives + Perform quality of earnings and working capital analyses + Identify and evaluate matters that potentially impact enterprise value and the purchase or sales price + Identify and evaluate financial and operational trends of target companies + Communicate effectively, both verbal and written, our due diligence findings **What you bring to the role:** + Bachelor's Degree in Accounting (preferred), Finance or related business discipline + 2+ years within a professional services discipline, with some level of Financial Due Diligence preferred and a foundation in audit, financial reporting, or accounting advisory responsibilities (Big 4, National or large Regional CPA firm experience preferred) + Advanced Degree or relevant professional certification such as CPA or CFA preferred + Strong GAAP, data analysis/mining and critical thinking skills + Positive Attitude, Strong work ethic + Experience working with Private Equity groups preferred + Willingness to travel as needed (expected **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** $93,900 - $135,600 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2026 Cherry Bekaert. All Rights Reserved.
    $93.9k-135.6k yearly 8d ago
  • Director, Finance & Accounting Outsourcing - Not for Profit industry

    Cherry Bekaert 4.6company rating

    Charlotte, NC job

    Job Title: Director, Finance and Outsourced Accounting - Not for Profit industry Position Overview: The Director of Finance and Outsourced Accounting will help lead and manage the strategic and operational aspects of our Outsourced Accounting practice. The role involves overseeing client engagements, ensuring the delivery of high-quality services, supervision and mentoring of staff and driving the growth of the practice. Key Responsibilities: Client Engagement Management: + Lead and manage client engagements, both monthly and consulting, from planning through execution and completion. + Develop and maintain strong client relationships, acting as a trusted advisor. + Meet client deliverables on schedule and within budget constraints. + Deliver financial results and education to finance and audit committees and board of directors + Timely client invoice preparation and review, monitoring and follow-up on collections. Team Leadership and Development: + Mentor and coach team members, fostering a culture of professional growth and development. + Participation in staffing and allocation of resources, including communication and facilitation with others as needed to ensure efficient service delivery. + Cultivate communication and collaboration within the team. + Be a Career Advisor to include facilitation of training, periodic meetings and other oversight. + Utilization management of staff. Service Excellence: + Promote innovative solutions leveraging technology to enhance service delivery and efficiency. + Proficiency in technical matters and capability to operate both accounting and related support systems. + Ensure engagements follow industry standards and best practices. + Monitor and manage financial metrics, including rate per hour, realization and revision of contracts with clients. + Promote and bring other Advisory Service offerings to clients. Strategic Planning: + Contribute to the strategic planning process, aligning the practice's goals with firm-wide objectives. + Identify market opportunities and initiate measures for growth and expansion. + Lead initiatives to modernize the practice by integrating advanced technologies and processes. Qualifications: + CPA with a bachelor's in accounting; master's preferred but not required. 10+ years of experience. + Extensive experience in accounting and finance with not-for-profit organizations, both trade and charitable, with a background in outsourcing or consultancy services. + Proven leadership experience with the ability to inspire and manage a diverse team. Ability to work with those below and above level. + Expertise in financial forecasting, budgeting, reporting, and analytics. Skills: + Exceptional interpersonal and communication skills for effective client and team interactions. + Strong problem-solving skills and a strategic mindset. + Proficiency in using financial management software and tools. + Ability to adapt to and manage change effectively. Desire to make change to make things better. **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** Pay From: 146,200 to 240,000 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
    $112k-146k yearly est. 43d ago
  • Accounting Associate (CAAS - Nonprofit Industry)

    Clifton Larson Allen 4.4company rating

    Clifton Larson Allen job in Charlotte, NC

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. Our Perks: * Flexible PTO (designed to offer flexible time away for you!) * Up to 12 weeks paid parental leave * Paid Volunteer Time Off * Mental health coverage * Quarterly Wellness stipend * Fertility benefits * Complete list of benefits here CLA is currently seeking an Associate to join our CAAS (Nonprofit Industry) group in our Charlotte, NC office. Job Responsibilities: * Client Service: Gains ability to handle multiple clients, software, and chart of accounts daily, weekly and monthly basis. * Day to Day Transactions: Coordinates & processes accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll. * Month End Processing: Completes financial statements. Coordinates and completes account reconciliations (i.e. bank & credit card reconciliations, prepaids, accounts receivable, fixed assets, accounts payable, accruals.) Completes complex account reconciliations that have been previously set up and supported by CAAS Senior, Assistant Controller, Controller or CFO. * Other Quarterly/Annual Processing: Completes sales tax returns, Form 1099s and other forms or items as requested by clients. Job Requirements: * Accounting and financial experience is preferred. * Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree. 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. #LI-NM1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.
    $45k-55k yearly est. Auto-Apply 6d ago
  • August 2026 Audit Staff - Charlotte

    Cherry, Bekaert & Holland, L.L.P 4.6company rating

    Charlotte, NC job

    Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. If you are ready to find your space and create your future, you belong with us. As an Audit Staff, you will: As an Audit Staff at Cherry Bekaert, you will work on a wide variety of audit engagements under the supervision of different accounting professionals. Engage and serve clients from various industries Communicate with project in-charges and clients Develop technical accounting skills while performing audits of financial statements Prepare audit checklists and adjust journal entries Gain business writing experience while preparing financial statements alongside clients Prepare and organize workpapers for client files Perform other essential duties as needed What you bring to the role: Bachelor's degree in accounting or related field. Masters preferred CPA certified or the eligibility to work toward obtaining a CPA license Cumulative GPA of 3.0/4.0 or above preferred, but not required Proficiency with computers and spreadsheet software programs Ability to travel to client sites as needed, including frequent same-day travel and occasional out-of-town travel Ability to work moderate overtime throughout the year with heavier overtime required during certain business cycles What you can expect from us: Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect The opportunity to innovate and do work that motivates and engages you A collaborative environment focused on enabling you to further your career growth and continuous professional development Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing Flexibility to do impactful work and the time to enjoy your life outside of work Opportunities to connect and learn from professionals from different backgrounds and with different cultures Benefits Information: Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Pay Range: $66,000 - $76,000 About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
    $66k-76k yearly Auto-Apply 28d ago
  • SALT Senior Manager - Income/Franchise

    Cherry Bekaert 4.6company rating

    Gastonia, NC job

    Cherry Bekaert has been proudly providing Accounting and Advisory services to our clients for over 75 years. As a State and Local Tax (SALT) Senior Manager you will have the opportunity to work within the National Specialty Tax Practice of Cherry Bekaert. As a key member of the team, you will work closely with the National SALT Practice Leader playing an integral role implementing various SALT initiatives. Additionally, the Senior Manager will participate in developing the vision, strategies, and action plans to continue the growth of this Practice that serves all Cherry Bekaert offices throughout the nation. _The successful candidate will interact collaboratively with partners and staff and be responsible for the delivery of state and local tax services for multiple clients in a wide variety of industries by innovative tax planning, consulting, and compliance expertise. Other important responsibilities include contributing to practice development and business development activities as well as supervising and developing staff on a firm-wide basis._ **Primary Responsibilities Include:** **_Tax Consulting, Research and Compliance_** + Deliver a full range of multi-state and local tax consulting services, addressing various issues primarily in the income/franchise area + Identify opportunities to minimize clients' multi-state tax burden through optimal filing methods, exemptions, credits/incentives, structuring alternatives, etc. + Research complex state and local tax issues using state statutes, regulations, case law and other relevant authorities/guidance. + Draft tax technical memorandums, client correspondence and other various work products. + Conduct nexus reviews and work with clients to remediate tax exposure. + Provide state and local audit defense assistance to clients. + Provide technical assistance to the tax compliance function in order to ensure accuracy and completeness. + Provide quality control reviews of select SALT returns prepared by core tax team. + Develop and deliver SALT training throughout the firm. + Develop external webinars on various SALT topics for delivery to clients and targets. + Provide significant contributions to the writing and publishing of SALT articles and participation in public speaking engagements. + Drive growth of the income/franchise practice through identification and execution of targeted initiatives. + Keep abreast of significant current developments and new legislation within multi-state income/franchise taxation. + Analyze and provide written summaries of significant developments to be used for Cherry Bekaert newsletters and website postings. + Identify developments having a potentially significant impact on client base, and follow up with internal and/or external communications as deemed appropriate. + Take responsibility for subordinates' activities and chargeability. Effectively delegate and manage work given to staff. **What you need for this role:** + Bachelor's degree in Accounting + CPA and/or JD; Masters in Taxation (MST) or LLM in Taxation + Minimum of 8 years of progressive State and Local Tax consulting and/or compliance experience in a Big 4 or large public accounting firm. + Strong tax research and writing skills. + Solid organizational skills with a demonstrated ability to multi-task. **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** $138,900-$216,000 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
    $138.9k-216k yearly 57d ago
  • Transaction Services Associate

    Cliftonlarsonallen 4.4company rating

    Cliftonlarsonallen job in Charlotte, NC

    At CLA we create inspired careers . We recognize that not everyone wants to grow their career in the same way. That's why CLA exists to create opportunities. We promise to know you and you. CLA is hiring a Transaction Services Associate in our Charlotte, NC Offices. This opportunity provides growth and leadership in a fast-paced environment, perfect for individuals who want opportunity, growth, and new challenges. The Associate will work closely with our clients and team members in providing financial and operational analysis in connection with buy-side and sell-side quality of earnings due diligence engagements. Through analysis of financial, commercial, and operational data, this individual will provide insights to key decision-makers that help them increase value and reduce the risks and uncertainty inherent in transactions. The individual will help identify key value drivers, challenge assumptions about future performance, search for and advise on hidden value, and work with CLA service teams to deliver an integrated approach to clients before, during and after the transaction. The individual will perform engagements supported by Principals and Managers who will educate, train, and promote a great working environment. CLA continues to grow its practice and the candidate selected will have room for continued advancement and promotion throughout their career. Primary Responsibilities Participate in quality of earnings due diligence engagement related to acquisitions by private equity investor groups and strategic corporate buyers. Analyze financial/operational results of targets through reviewing accounting records and conducting interviews with management. Prepare/evaluate pro forma financial information. Evaluate effects of seasonality and cyclicality on cash flow requirements. Perform Industry and company research. Correlate due diligence findings with client valuations. Minimum Requirements Bachelor's degree in Accounting, Finance, or a related field. Eligible to sit for the CPA exam, per state requirements. Exemplify our CLA values - curious, collaborative, transparent, inclusive, and reliable. Passion for doing impactful work, accountability for actions, initiative to make visions a reality, integrity that places honesty and trust above all else, professionalism, and conscientiousness. Strong verbal/written communication and interpersonal skills. General knowledge of accounting principles and/or regulations impacting each engagement or project and reporting of financial data. Willingness to learn new technologies. Proficient with Microsoft (MS) Windows and Office products. Reliable transportation and ability to travel to client sites. Less than one year of experience in public accounting. Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here #LI-PG1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.
    $25k-37k yearly est. Auto-Apply 60d+ ago
  • January 2026 Strategic Tax - Tax Credits & Incentives Advisory Staff

    Cherry Bekaert 4.6company rating

    Charlotte, NC job

    Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. If you are ready to find your space and create your future, you belong with us. **Cherry Bekaert's Tax Credits and Incentives Advisory (TCIA)** team is growing! **As a Tax Credits and Incentives Advisory Staff you will:** + Serve clients on federal credits and incentives engagements including R&D tax credit/deduction analyses, employee retention credits, and other federal credit incentive service offerings + Develop your technical skills in a given industry/service offering to solve complex issues + Interview technical personnel and reviewing memoranda to support the credits and incentive opportunities + Manage the review and organization of sources of client data for credit and incentives analysis + Support engagement teams by identifying current project status and next steps for the engagement + Serve as the lead point-of-contact for client personnel with both tax and technical backgrounds + Lead the assembly of the final client deliverables + Support the evaluation of complex scenarios involving various credits and incentives opportunities **What you bring to the role:** + Master's degree (preferred) in accounting or Bachelor's with 150 hours + Cumulative GPA of 3.0/4.0 or above preferred + Interest in R&D tax incentives, federal and state incentives, and employee retention credits + Interest in depreciation and capitalization; fixed asset review; cost segregation; software development costs is desired + Ability to participate in all aspects of engagement strategic planning initiatives and have strong project management and organizational skills. + Ability to travel to client sites as needed **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** $66,000 to $76,000 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
    $66k-76k yearly 57d ago
  • Tax Principal

    Cliftonlarsonallen 4.4company rating

    Cliftonlarsonallen job in Charlotte, NC

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. CLA is currently seeking a Tax Principal or Signing Director to join our **Raleigh or Charlotte office. The Principal/Signing Director contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership. Relocating? This is an onsite position in any one of our North Carolina offices. Comprehensive relocation package to candidates willing to relocate to North Carolina full-time. Birmingham, AL, Huntsville, AL, Montgomery, AL, Louisville, KY, Lexington, KY, Bowling Green, KY, Greenville, SC, Charleston, SC, Columbia, SC, Richmond, VA, Charleston, WV, Savannah, GA, Knoxville, TN, Chattanooga, TN, Kingsport, TN. 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 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 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.
    $70k-82k yearly est. Auto-Apply 60d+ ago

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