CLA is a top 10 national professional services firm where our purpose is to
create opportunities
every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
Our Perks:
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
CLA is currently seeking a Senior to join our CAAS (Nonprofit Industry) group in our Sunbelt office.
Job Responsibilities:
Client Service: Develop an understanding of each client's business/organization operations. Competent in management of multiple clients, software, and chart of accounts on a daily, weekly, and monthly basis.
Day to Day Transactions: Lead coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions.
Month End Processing: Coordinate and review account reconciliations (i.e. prepaids, accounts receivable, fixed assets, accounts payable, and accruals.) Complete complex account reconciliations (investments, debt, industry specific, etc.) Prepare, understand, and review financial statements (basic to complex.) Reviews general ledger, cashflow, allocations, etc. Proactively create process and procedure documentation and build their own backup.
Other Quarterly/Annual Processing: Complete sales tax returns and Form 1099s and preparing audit workpapers, tax return workpapers, and other forms or items as requested by clients.
Oversee workflow and quality of work of Associates and Analysts. May supervise and ensure the efficiency and quality of work produced by Associates and Analysts.
Special Projects: Assist with projects for internal audit, due diligence, system selection, and other consultative projects.
Job Requirements:
2 years of relevant accounting and/or financial experience is required.
Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
#LI-NM1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
$56k-69k yearly est. Auto-Apply 5d ago
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Accounting Associate (Spoke CAAS - Healthcare)
Clifton Larson Allen 4.4
Clifton Larson Allen job in Orlando, FL
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
Our Perks:
* Flexible PTO (designed to offer flexible time away for you!)
* Up to 12 weeks paid parental leave
* Paid Volunteer Time Off
* Mental health coverage
* Quarterly Wellness stipend
* Fertility benefits
* Complete list of benefits here
CLA is currently seeking an Accounting Associate to join our healthcare industry consulting group based out of our Orlando, FL office location
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 Senior Associate, Assistant Controller, Controller or CFO.
* 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.
#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.
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. As a result of continued growth within our CFO Advisory practice, an opportunity has been created for a CFO Advisory Senior Manager with a focus in state and local government, higher education, and/or not-for-profit experience to join our team. As a member of the CFO Advisory team, you will help clients with a wide variety of accounting and financial reporting challenges. With growing industry expertise, a strong support system, and our team's shared values, we encourage you to choose the path that best suits you because at Cherry Bekaert, your career is about you. Join the Firm that recognizes the power of the individual.
As a CFO Advisory Senior Manager, you will:
Support the performance of engagements by managing and delivering timely and accurate accounting and financial reporting including the implementation of new accounting standards, account
reconciliations and financial statement closing procedures, financial statement preparation, and on-demand government, higher education, and/or not-for-profit accounting support. A significant portion of the work performed centers in and around solving a government's accounting and financial reporting challenges from staffing or event driven needs. In addition to serving as project manager on engagements and ensuring the quality of deliverables and a great client experience, you will assist in the identification of additional value-adding projects for your client base and other business development and growth activities. Specific responsibilities will include:
* Planning, managing, and performing a variety of engagements including but not limited to:
* Accounting and Financial Close and Reconciliation Assistance, ACFR or financial statement Preparation, Implementation of New Accounting Standards, Accounting Analysis Related to Compliance with Laws and Regulations, Process Improvement and Finance Modernization, and Best Practice and High-Performance Government Accounting Support
* Assessing and evaluating client accounting challenges, developing tailored advisory solutions and establishing the timeline and scope of engagements
* Evaluating complex governmental or not-for-profit accounting situations and determining the appropriate treatment under GAAP
* Reviewing Annual Comprehensive Financial Report (ACFR) for accuracy and completeness against benchmarks such as GFOA's ACFR review checklist
* Identifying best practices or other recommendations in client account reconciliation or other financial processes and develop and executive level report of the findings
* Providing status updates to client leadership on the current status of tasks and any findings or recommendations identified
* Overseeing firm objectives (engagement economics) and manage resources to ensure that established goals are met on each project assigned
* Ensuring team is up to date on related accounting pronouncements and industry developments and assisting with supervision of team members as assigned, including staff professional development, training, and performance evaluation utilizing firm developed tools and processes
* Developing content such as articles, podcasts, or webinars on governmental accounting matters to build brand recognition of GPS accounting advisory group
* Serving as a trusted advisor to clients, identifying opportunities for expanded services
* Developing outside relationships with a goal to foster long-term business development
What you bring to the role:
* An ideal fit for our firm displays a passion for superior client service, uncompromising integrity, excellent project management abilities, governmental accounting technical knowledge and leadership skills. We're a fast-paced and dynamic environment so a strong sense of urgency will fit right in
* Bachelor's degree in Accounting (preferred), Finance or other business discipline
* Active or in-process CPA and/or Certified Government Financial Manager (CGFM)
* Minimum 7 years of public accounting experience performing external audit or consulting
* Strong technical knowledge of relevant professional standards and regulations such as GASB and FASB
* Prior experience auditing or assisting with the financial close for a governmental or nfp entity
* Prior experience with internal controls including documentation and testing of controls
* Excellent project management, analytical, interpersonal, oral, and written communication skills
* Solid organizational skills especially ability to meet project deadlines with a focus on details
* Exhibit strong business judgment, strategic thinking, leadership presence, and the ability to articulate complex accounting and process issues to finance and non-finance audiences alike.
* Creative problem-solving abilities to develop innovative solutions for transformation challenges.
* Commitment to building relationship and delivering excellent client service
* Ability to work independently and adapt to rapidly changing environments. Comfortable and thriving in a hybrid work environment.
* Ability to travel as needed up to 30%
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 Range From: $152, 800 to $237,700
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.
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 Legal team is looking for an Litigation Paralegal. The Litigation Paralegal will have the opportunity to work remotely from within the United States.
As a Litigation Paralegal, you will:
* Provide support to legal department attorneys
* Organize and maintain case and matter files using a variety of automated procedures
* Actively manage subpoena response, document collection, and production
* Perform document reviews and analysis through e-discovery platforms
* Develop and manage searches and document retrieval
* Assist with internal annual compliance audits and other regulatory functions
* Support the workflow for legal review of contracts and other documents
* Assist with management of client bankruptcy and insolvency matters
* Identify opportunities to improve efficiency while providing flawless service
* Respond to internal inquiries regarding legal department functions
* Conduct cite checks and case pulls using Lexis and/or Westlaw database
What you bring to the role:
* Bachelor's degree
* 4+ years of litigation experience in a national law firm practice (or equivalent) responding to subpoenas in civil litigation and/or government investigations
* Strong work ethic with careful attention to detail and dogged follow-up
* Well-honed interpersonal and communication skills with a focus on professionalism and teamwork
* Experience with e-discovery software; knowledge of Microsoft Purview strongly preferred
* Strong organizational and multi-tasking skills, particularly with case files/document management
* Ability to work independently, cross-functionally and collaboratively
* Strong command of MS Office (including Word, Outlook, Power Point and Excel) and Adobe
* Excellent writing 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:
$24.39 - $37.00
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.
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 Auto-Apply 21d ago
Risk Advisory Services Managing Director
Baker Tilly Virchow Krause, LLP 4.6
Orlando, FL job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Are you interested in joining one of the fastest growing consulting and accounting firms in the country?
Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of risk and advisory?
If yes, consider joining Baker Tilly (BT) as a Managing Director! Our Risk Advisory practice provides a full spectrum of services to help our public sector clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, IT, and cybersecurity best practices.
As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
Does this describe you?
* You want to continue to expand your work experiences and hone your skills as a comprehensive risk professional in the areas of compliance, enterprise risk management, governance, internal controls, and data analytics.
* You crave the opportunity to be part of a fast growing, entrepreneurial consulting practice where your hard work and creativity will be rewarded.
* You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together.
* You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow.
What you will do:
* Work closely with government boards and management teams to understand their organization and assist in identifying and managing financial and operational risks within their business processes and systems.
* Develop in-depth knowledge of governmental organizations by having direct client interaction while working on multiple aspects of an engagement.
* Serves as the primary client liaison for large client relationships - manages master service agreements over large client relationships, aligning project teams with client needs and ensuring client satisfaction with our work.
* Think independently and strategically about your clients' business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives.
* Provide strategic advice to clients by assisting in the implementation of new processes and controls that address key risks.
* Assess, manage, and optimize information technology risk across a wide range of areas, including cybersecurity, IT strategy and governance, IT regulatory and compliance requirements, and business continuity and disaster recovery.
* Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients.
* Produce comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies.
* Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service.
* Managing, developing, training, and mentoring staff on projects and assessing performance for engagement and year-end reviews. Actively participating in recruiting talent to the firm.
* Performing project management duties - oversees work plan execution, provides periodic internal and client facing status reports, generates invoices and manages the project budget, oversees development and distribution of deliverables, and manages day-to-day communication and coordination with client team.
* Lead professional and effective presentations to internal and external audiences.
* Continue to develop your knowledge and experience working with a variety of technology environments, platforms, applications, and tools/utilities.
* Attending professional development, networking events and training seminars on a regular basis. Adhering to the highest degree of professional standards and strict client confidentiality.
* Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue.
* Invest in your professional development individually and through participation in firm wide learning and development programs.
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
* Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
* A bachelor's degree within business, finance, accounting, or public administration, MBA/MPA desirable but not a requirement.
* Ten (10) plus years of progressive related consulting experience, including at least seven (7) years serving as a project manager in managing large and complex client relationships.
* A certification is highly relevant to this role. One or more of the following certifications are required: CIA, CFE, CRMA, CGAP, CPA, CISA, CISSP.
* Proven capacity to act as a dynamic leader, with a demonstrated ability to navigate and lead change management initiatives effectively
* Knowledge of public sector operations broadly, specific knowledge or experience in a public sector setting - state or local government, public utility, transit, and/or K-12 schools.
* Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required.
* Broad understanding of risk and internal audit consulting concepts including but not limited to: internal audit (e.g., IPPF) and Yellowbook standards, internal controls and internal control testing, business process efficiency, business functions including accounting/finance, human resources, information technology.
* Ability to provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties.
* Strong understanding of the professional services industry and ability to develop delivery on a business plan for a team of consultants.
* Ability to train team members and peers, and serve as a mentor.
The compensation range for this role is $201,810 to $382,600. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
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.
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 People & Culture team is looking for a Global People & Culture Business Partner. The person in this role will collaborate with a dynamic P&C Business Partner team in growth mode with opportunities to influence and participate in transition. Dedicated to our international workforce, this role can be based out of any of our offices with the opportunity for a hybrid environment. You will serve as a strategic partner across multiple regions, including India, the Philippines, US and Canada, ensuring alignment of global People & Culture initiatives with local needs and compliance requirements.
As Global People & Culture Business Partner, you will:
* Implement People Strategy and Programs
* Engage leaders to understand business imperatives and influence talent needs for success across global markets.
* Partner with employees and leadership teams in US, India, the Philippines, and Canada to ensure cultural alignment and compliance with local employment practices.
* Collaborate with clients and People & Culture groups (Talent Acquisition, Total Rewards/Compensation, Learning, and Diversity & Inclusion) to effectively execute on global people strategy, processes, and reporting.
* Represent client groups and role in various firm or department projects, including recurring annual processes and global initiatives.
* Global Compliance & Cultural Adaptability
* Maintain knowledge of international employment laws, regulations, and compliance requirements across India, Canada, and the Philippines.
* Ensure HR policies and practices are adapted to meet local legal standards while aligning with global frameworks.
* Provide guidance on cultural nuances and best practices to foster inclusion and engagement across diverse teams.
* Visa & Immigration
* Partner with Talent Acquisition and Legal teams to manage visa and immigration processes for international hires and employee mobility.
* Advise leaders and employees on work authorization requirements, timelines, and compliance for cross-border assignments.
* Talent, Performance Management and Development
* Educate Career Advisors on the scope and impact of their role in developing and retaining talent globally; collaborate to deliver tailored training as needed for international teams.
* Provide advice to leaders and employees on performance-related concerns, including performance improvement, development of talent, and succession planning across multiple geographies.
* Interpret global talent management data and work with key stakeholders to develop appropriate initiatives that address regional nuances.
* Deploy career development tools and processes that resonate across diverse cultural contexts.
* Leadership Coaching for Global Teams
* Coach leaders on managing and motivating geographically dispersed teams.
* Provide strategies for effective communication, collaboration, and inclusion across time zones and cultural differences.
* Support a Healthy Work Culture
* Drive activities to support a culture of engagement across global teams; assess client health through formal and informal sensing and plan actions with leaders to support a healthy culture internationally.
* Consult with leaders and associates on employee-related issues, including manager/employee concerns, policies & procedures, values alignment, misconduct, and complaints across different regions.
* Maintain a current level of knowledge on global HR practices, employment laws, and cultural considerations.
What you bring to the role:
* Bachelor's degree
* 5+ years of experience as a Business Partner or combination of client-facing/consulting experience
* Experience working with an international workforce and leadership, including India, the Philippines, and Canada.
* Strong PC skills including Excel, PowerPoint, Word and/or related applications; demonstrated working knowledge of an HRIS operating system
* Professional HR certification preferred
* Experience in a professional services environment is preferred
* Prior Global/Matrix environment experience is preferred
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:
$74,670 - $144,500
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.
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