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CliftonLarsonAllen jobs in Orlando, FL

- 49 jobs
  • Tax Senior, Private Client Tax

    Cliftonlarsonallen 4.4company rating

    Cliftonlarsonallen 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 9,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here CLA is looking to hire a Tax Senior to join our fast-growing Private Client Services team at CLA Florida. This position will be based out of our Orlando, FL office. How you'll create opportunities in this Tax Senior role: Prepare and review tax returns ranging from 1040s, 1041s, 706s & 709s and some related entity returns. Consult with High-Net-Worth clients on their estate planning and structuring Become a Private Client & High Net Worth industry professional and attend industry leading events and trainings. Foster and build opportunities for our clients, communities, and people through paid volunteer hours. Develop and train team members to help them build inspired careers. Be given opportunities to lead client engagements. Get the opportunity to work with many great clients. Perform analytical reviews on financial accounts and identify trends. What you will need: You are looking for a firm that will support and foster your aspiring career goals. You jump at the chance to help others and you're ready to join a team of high-performing people. You have a knack for solving issues and confidently bring solutions to the table. An active CPA, EA, or JD license or are eligible to sit for the CPA exams and meet the 150-credit requirement to obtain a CPA license. Experience: Two years of experience as an Associate. Education: Bachelor's degree in Accounting, Finance, or related field. Experience with High-Net-Worth clients desirable #LI-EL1 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.
    $72k-90k yearly est. Auto-Apply 60d+ ago
  • Office Administrator

    Cliftonlarsonallen 4.4company rating

    Cliftonlarsonallen 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. CLA is currently seeking an Office Service Senior in our Orlando, FL 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) #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.
    $33k-38k yearly est. Auto-Apply 60d+ ago
  • Help Desk Specialist 16739733

    Cherry Bekaert 4.6company rating

    Maitland, FL job

    Cordia Resources by Cherry Bekaert is partnered with a mid-sized organization near Maitland, FL/Orlando that is searching for a Help Desk / Desktop Support Specialist to work on site. Candidate will be responsible for level 1 support for employees, as well as desktop support for routers, switches, printers, and similar. Candidate would work with team off-site to get answers to any level 2/3 support needed. Responsibilities: Candidate will take calls, emails, and in-person meetings to solve Level 1 issues at the organization Ability to install and configure workstations, laptops, printers, routers and other peripheral equipment. Must have excellent troubleshooting skills, be able to triage a customer's issue and document processes. Provides phone and onsite support to end users with to analyze, troubleshoot and resolve issues. Ensures creation of tickets and escalation to appropriate team members. Analyzes and troubleshoots the logs and tracks the nature and resolution of problems and can perform tier one levels of routing incident analysis. Interact and work directly with multiple advanced technician groups and vendors to escalate technical issues, provide client updates, and drive incidents to resolution often collaborating between more than one group at a time. Work regularly with the client's internal service and project coordinators who assign tickets. Experience: Bachelor's or Associate's Degree in MIS, Computer Science, etc., 1+ years in a support or help desk role, triaging reported issues and incidents by customers. Experience managing or troubleshooting all Windows desktop and Windows Server (2012-Current) versions. Experience managing or troubleshooting with Office 365 Exchange online and Microsoft Exchange 2013-Current. Experience with any of the following firewalls and remote access VPNs: Cisco AnyConnect, Meraki, Sonicwall, Fortinet, etc. Experience with a ticketing system, such as ConnectWise Manage Experience with any of the following: ConnectWise, Solarwinds, Cisco Networking Products, Ubiquiti, Ruckus, Aruba, VMWare, Dell, and Adobe Good understanding of Active Directory: manipulating users/groups and doing Office 365 Administration. Experience working with and providing support utilizing Remote Management Tools.
    $44k-65k yearly est. 55d ago
  • Government (GPS) Industry Leader

    Cherry Bekaert 4.6company rating

    Orlando, FL 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 strategy is to be digitally driven, industry-aligned, and focused on the middle market. The Government & Public Sector (**************************************************************************** Group (GPS) is among the largest attest practice groups for Cherry Bekaert. GPS is a strategic industry for our firm, and we seek a highly motivated **Government Audit Partner** to help us continue to build our government audit strength and lead the GPS industry initiatives. With the tremendous growth of this team, this is a highly visible role with increasing leadership opportunities within the practice. You'll be responsible for leading a team that provides audit and consulting services to governmental entities in the country, including local governments, public authorities, transportation agencies, school districts, and state and local agencies. These varied government clients range in revenue size from $2 million to $9 billion. Limited travel should be expected. In addition to delivering exceptional client service, you'll also team with other service line and industry partners to focus on practice growth and development. The Government Audit Partner will have the opportunity to work onsite/hybrid from any of our office locations or remotely from within the United States. Relocation assistance may be offered. **Key Responsibilities** + **Client Service & Audit Leadership** + Lead audit and consulting engagements for governmental entities including local governments, public authorities, transportation agencies, school districts, and state and local agencies. + Oversee engagements for clients ranging from $2 million to $9 billion in revenue. + Deliver exceptional client service while ensuring compliance with professional standards. + Maintain a minimum of 600 annual client charge hours. + **Industry Strategy & Growth** + Act as the Firm's Industry Leader and drive the GPS practice's $40M+ growth strategy. + Collaborate with Regional Service Line Leaders (RSLLs), Advisory Service Line Leaders (ASLs), and Specialty Service Leaders (SSLs) to align service offerings and ensure seamless client delivery. + Identify market trends and opportunities to develop new services and go-to-market strategies. + Guide investments in GPS-specific services and talent development. + Drive growth accountability through regional and service line leaders or directly through dedicated partners. + **Talent Development & Collaboration** + Develop professionals into subject matter experts and build a strong talent pipeline. + Support recruiting, performance management, and professional development initiatives. + Foster collaboration across industry practice leaders and firm leadership. + **Marketing & Visibility** + Partner with marketing and growth teams to develop and manage the industry marketing budget. + Represent Cherry Bekaert in industry associations such as GFOA, GASB, ASBO, ICMA, and AGA. **Qualifications** + Bachelor's degree in accounting. Masters preferred. + **Must be CPA certified and have an active CPA license.** + Minimum of 10 years' experience with a large local, regional or national public accounting firm. + **Local government experience (cities, counties, towns) is required.** Airport authorities and/or Enterprise Funds experience a plus. + Involvement with GFOA, GASB, ASBO, ICMA, and/or AGA is desirable. + Candidate's strongest traits must be in client service and business development, leading to growth + Strong leadership and staff development skills + Excellent oral and written communication skills + Exceptional interpersonal skills + Excellent problem solving, organizational, and analytical skills **What you can expect from us:** - Entrepreneurial environment focused on professional development, career advancement, and performance and rewards opportunities. - Supportive partnership group with a "one firm" mentality and a commitment to colleagues' success. - Big firm resources and bench strength; small firm flexibility and openness to new ideas. - Defined metrics and targets that eliminate ambiguity. - Flexible work arrangements with generous PTO, including a firmwide week off for the 4th of July. - Click her to learn more About Us (************************** **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. **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. 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.
    $67k-97k yearly est. 9d ago
  • Cybersecurity CMMC Senior Associate

    Cherry Bekaert 4.6company rating

    Orlando, FL 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. In support of our growing Information Assurance & Cybersecurity Solutions (************************************************************************ practice, we have an excellent opportunity for candidates with significant CMMC or FedRAMP experience working in a professional services firm or within corporate GRC, IT, Internal Audit, Cybersecurity, or Compliance teams to join us as a **Senior Associate** with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource consistent with delivery needs. In addition to being an early leader in building our CMMC practice, you will be involved in a variety of other engagements that IA/Cyber team provides, and you will be working significantly across a variety of consulting, governance, readiness assessments, risk management and remediation efforts, and attestation/certifications services for clients with the following areas of focus: + CMMC + FedRAMP, StateRAMP, TXRAMP + NIST (NIST 800-171, NIST 800-53) If you are an active learner with a growth mindset, good at managing clients and projects, want to be part of a growing team, use your existing knowledge sets and teach others, let's have a conversation. **What your days look like:** Senior Associates support the delivery of consulting and attestation services. As a Senior Associate you will help understand client needs, perform gap assessments, identify and document control environments, identify design or operating effectiveness gaps, vulnerabilities, audit exceptions, develop recommendations to management, and assist management with policy DocDev and controls implementations. Skill sets desired include the ability to: + Ensure effective project delivery, including quality control and oversight supervision, assisting with adequate planning, execution, and direction to manage to budget and to quality + Identify areas to improve project delivery (process improvement) + Regarding attestation and certification services delivery, support the development of strong work papers in conformance with the firm's methodology/standards and participation in report drafting + Maintain a strong client focus by understanding the client's business needs while developing productive working relationships with client personnel to accomplish project objectives + Multi-task across multiple clients and compliance standards, while still maintaining appropriate attention to detail + Work with (lead, teach, support, and communicate) offshore resources to deliver projects where practical and where available + Utilize your experiences to teach others in the practice on new approaches, execution strategies, compliance standards, etc. **What you need for this role:** + Bachelor's Degree, preferably in Information Security, Information Systems, Computer Science, Cybersecurity or Accounting + Relevant professional certification (CMMC CCA or passed CCA with pending background) + Minimum 2+ years of experience with controls assessments or consulting externally or leading internal controls implementation and/or SSP DocDev or attestation services for CMMC or FedRAMP + Willingness to learn and deliver, in a consulting and attestation services model, on compliance standards that you may have little to no experience with + Outstanding relationship management, written and verbal communication, as well as presentation skills + Ability to travel to client sites as need, not expected to exceed 25% **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:** $89,993 - $140,300 **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.
    $90k-140.3k yearly 9d ago
  • Seasonal Administrative Assistant - Assembly

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

    Orlando, FL job

    We are seeking an organized, detail-oriented Seasonal Administrative Assistant to supporting our team during the Fall tax season. This is a temporary position and candidates must be available to work starting mid January 2026 through April 16, 2026. Full-time availability is highly preferred. This position will be remote. #ZR This position will be remote. What your day looks like: * Assemble completed tax returns in Adobe format for electronic delivery * Maintain a working knowledge/competency of appropriate systems and applications, including Word, Adobe, Excel and Outlook * Effectively file resources and/or documentation according to Firm electronic retention standards * Interact with internal clients in an efficient, courteous, and professional manner What you need for this role: * At least 1 year of experience in an Administrative or professional office environment * Advanced proficiency in Adobe Acrobat and Microsoft Office products; GoFileRoom knowledge a plus * Proven ability to prioritize and multi-task as well as work within a team on projects * Excellent verbal and written communication skills * High level of confidentiality, professionalism, and flexibility * Ability to effectively gather and disseminate information 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 Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognizes the value our people bring to our clients and our Firm. The salary range for this position is listed 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. Pay Range: $18 - $21 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.
    $18-21 hourly 3d ago
  • Litigation Paralegal

    Cherry Bekaert 4.6company rating

    Orlando, FL 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 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.
    $24.4-37 hourly 9d ago
  • CFO Advisory, Accounting Advisory Senior Associate (FP&A)

    Cherry Bekaert 4.6company rating

    Orlando, FL job

    As a **Senior Associate in FP&A Advisory Services** , you will play a critical role in delivering financial planning and analysis engagements to middle-market clients, including private equity-backed portfolio companies. You will support CFOs and senior finance leaders in building scalable forecasting models, analyzing performance drivers, and enabling strategic decision-making. This role blends technical finance expertise, data analytics, and business acumen to drive value creation and operational efficiency. **Key Responsibilities** As a Senior Associate, you can expect to support the following types of projects: + Development of 13-week cash flow forecasts and long-range financial models + Budgeting and forecasting process design and optimization + KPI and dashboard development for financial and operational metrics + Scenario modeling and sensitivity analysis + Margin and profitability analysis by product, customer, or business unit + Working capital and liquidity analysis + Department-level spend and revenue trend analysis + Client interviews and stakeholder engagement to validate assumptions + Data transformation and visualization using Excel and BI tools + Support for M&A readiness and integration planning **Qualifications** **Required:** + Bachelor's Degree in Finance, Accounting, Economics, or related field + Minimum 3 years of relevant experience in FP&A, corporate finance, or consulting within a public accounting firm, private equity-backed company, or middle-market environment + Proficiency in Python, SQL, R, and other data languages + In-Depth understanding of probability & statistics + Strong understanding of financial statements and forecasting principles + Advanced Excel skills including dynamic formulas, pivot tables, and scenario modeling + Experience with budgeting tools and ERP systems (e.g., NetSuite, Sage Intacct, Adaptive Insights) + Strong organizational skills and attention to detail + Effective oral and written communication skills + Ability to travel up to 40% as needed **Preferred:** + CPA, CFA, or MBA designation + Experience with Power BI, Tableau, or similar visualization tools + Familiarity with private equity operating models and reporting requirements + Experience with cash flow modeling and liquidity planning + Ability to troubleshoot and solve reconciliation and variance issues + Comfortable working in hybrid and deadline-driven environments **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: $93,000 to $135,500 **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. © 2025 Cherry Bekaert. All Rights Reserved.
    $93k-135.5k yearly 9d ago
  • Deal Advisory Manager (Healthcare)

    Cherry Bekaert 4.6company rating

    Orlando, FL 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. Due to the sustained growth and success of our **Deal Advisory (************************************************************************************* practice, an opportunity has been created for a **Manager (Healthcare)** to join our 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 will have at least two years of demonstrated experience performing work across an array of M&A engagements in a large regional/national public accounting firm or related professional services consulting environment. If you're ready to join our team of seasoned, expert, nationally acclaimed and knowledgeable professionals - we're ready to hear from you! **What your day(s) will look like:** + Work closely with Partners and Directors to manage activities of buy-side and sell-side financial and tax due diligence engagements + Perform quality of earnings, quality of assets and working capital analyses by interviewing management, and analyzing & synthesizing data to identify historical and future financial and operational trends that provide insights in the deal negotiation process + Develop relationships with client's senior-leadership teams and target company executives + Communicate due diligence findings in a formal report + Supervise junior staff and provide performance review feedback **What you bring to the role:** + Bachelor's degree in Accounting (preferred), Finance or related business discipline + Active CPA license or in-progress required + 5+ years of professional services experience, with 2+ years of direct Healthcare diligence experience with providers and/or payers + Strong accounting, data analysis/mining and critical thinking skills + Effective communication skills (both oral and written) + Positive attitude, strong work ethic and excellent interpersonal/relationship building skills + Strong project management skills, ability to run multiple engagements at once + Advanced Excel and PowerPoint skills + 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:** $117,800 to $183,100 **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.
    $117.8k-183.1k yearly 9d ago
  • August 2026 Audit Staff - Orlando

    Cherry Bekaert Advisory, LLC 4.6company rating

    Orlando, FL job

    Job Description 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: Shared values, including uncompromising integrity, a passion for excellence, and mutual respect The opportunity to innovate and do work that motivates and engages you A collaborative environment focused on 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 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. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure. 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 $66,000 - $76,000. Individual salaries within this range are determined by a variety of factors including but not limited to education, experience, 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. 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, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. 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 cbh.com/careers and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook. © 2024 Cherry Bekaert. All Rights Reserved.
    $66k-76k yearly 22d ago
  • Deal Advisory Senior Manager

    Cherry Bekaert 4.6company rating

    Orlando, FL 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 Manager** 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 leading the execution of engagements and is equally as comfortable participating in strategic discussions with executive leaders as they are performing relevant deal analysis. 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:** + Lead and manage 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 + Supervise multiple professionals and prioritize tasks, serving as a hands-on lead for engagements from inception to completion + Participate in performance reviews and new business development activities **What you bring to the role:** + Bachelor's Degree in Accounting (preferred), Finance or related business discipline + 8+ years within a professional services discipline, with 5+ years of direct experience in Financial Due Diligence and a foundation in audit, financial reporting, or CFO 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 + 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:** $159,400 to $247,900 **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.
    $159.4k-247.9k yearly 9d ago
  • Project Finance Closing Specialist

    Cherry Bekaert 4.6company rating

    Orlando, FL job

    Cherry Bekaert's Strategic Financing Services (SFS) Group is looking for a Project Finance Associate to join the SFS team. We offer an opportunity to work with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, NMTC placement and deployment, and NMTC compliance and asset management services. The successful candidate will assist in building a pipeline of potential borrowers, structured finance opportunities, and work with the team as we expand into new markets and regions using in-depth knowledge of and relationships with Community Development Entities (CDEs), tax credit investors, and other community development stakeholders. The successful candidate will have a strong sense of urgency and a mission to help make a difference in Low-Income Communities. **About SFS:** SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community facilities, and helped create over 10.6 million square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2% **As a Project Finance Associate, you will:** + Communicate with and manage relationships with potential borrowers, CDEs, and investors + Identify, evaluate, and manage a pipeline of NMTC, and other community development finance, opportunities + Collect, package, and manage due diligence on potential borrower and Project Sponsors + Develop marketing materials to present to CDEs and investors + Build relationships with CDEs to better identify the best project financing match + Support the structuring of NMTC transactions in collaboration with external legal counsel + Advise borrowers on business terms and work with borrowers and closing team to finalize loan structure + Other job-related functions as assigned + Travel: 15% **What you bring to the role:** + BA in Accounting, Finance, Economics, or related field; Master's Degree or JD a plus + At least 1+ years of experience in community development finance, structured finance, or commercial loans preferred + Knowledge of tax credit financing required, with specific experience with NMTC strongly preferred + Experience in working with CDEs, lenders, investors + Demonstrated experience in putting together and closing deals is a plus + Proficiency in Excel + Strong sense of urgency and shared sense of mission **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:** 71,700-103,500 **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. © 2025 Cherry Bekaert. All Rights Reserved.
    $60k-76k yearly est. 9d ago
  • Application Writer & Community Engagement Specialist

    Cherry Bekaert 4.6company rating

    Orlando, FL job

    Cherry Bekaert's Strategic Financing Services Practice (SFS) is seeking an Application Writer and Community Engagement Specialist with a background in the New Markets Tax Credit (NMTC) or similar program area. We offer an opportunity to work with a team of experts with a deep track record in NMTC allocation applications, tax credit placement and deployment, and tax credit compliance and asset management services. The Application Writer will manage the process for writing NMTC Allocation Applications for the portfolio of client community development entities (CDEs) and manage the grant writing and applications process for clients seeking funding from other tax credit and funding programs. The employee will also work with CDEs on strategic plans, including product offerings, measurement of impacts and other considerations that affect likelihood of success. The successful candidate will have a strategic mindset, strong attention to detail and commitment to deadlines and a mission to help make a difference in low-income communities. About SFS: SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 14,530 direct jobs, served 489,860 clients through nonprofit investments, and helped create over 7.1 million square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2%. **Responsibilities:** + Application and Grant Writing + Oversee and Manage NMTC Allocation Application process for CDEs, including + Drafting, reviewing and preparing NMTC Allocation Applications and supporting documents for strategic and technical opportunities + Writing compelling business strategy, community outcomes and other narratives to maximize scoring and increase likelihood of successful outcomes + Collaborating with clients to identify and source appropriate NMTC pipeline opportunities to suit unique CDE needs (considering geography, project type, community impacts, etc.) + Synthesizing and incorporating industry terms, trends and data to support business strategies, community outcomes and compelling applications that translate to smooth financial closings + Identifying and managing other grant and application writing opportunities to ensure quality and timely submissions as well as strategic alignment + Collaborating with deal team participants (investors, borrowers, supporters and stakeholders) to secure commitments, evidence of support and/or letters of interest as required for submission of various funding applications and/or financial closings + Designing and composing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner + Other job-related functions as assigned + Travel: 10-15% **Successful Candidates Will Demonstrate/Posses:** + 3+ years of professional/industry experience in grant writing, community development finance, tax credit finance or CDE/CDFI Lending + Strong written communication skills + Knowledge of finance, data and/or reporting, with specific experience with CDFI Fund's AMIS reporting preferred + Tax Credit Industry knowledge will be helpful + Passion for community investment and revitalization that will spark transformation, inclusion, and social justice + Ability to be flexible and work under fixed timeframes to meet deadlines + Experience in working with borrowers, lenders, investors and stakeholders + Ability to work independently and collaboratively on different phases of projects + Capable of prioritizing workflow and managing compliance and reporting obligations + Proficiency in Word and Excel + BA in English, Journalism, Finance, Planning or related field 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:** 71,700-103,500 **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. © 2025 Cherry Bekaert. All Rights Reserved.
    $66k-87k yearly est. 9d ago
  • Tax Credits & Incentives Advisory Senior Manager - Cost Segregation

    Cherry Bekaert 4.6company rating

    Orlando, FL job

    As a Tax Director in our Tax Credits & Incentives Advisory (TCIA) Practice, you will work with an excellent team of CPAs, engineers, and tax law experts. The group offers unparalleled knowledge and service in the area of tax credits and accounting methods and helps companies identify and realize value-added opportunities. **About TCIA** : Tax Credits & Incentives Advisory ("TCIA"), within Cherry Bekaert's Strategic Tax Advisory practice, is a quickly growing group generating more than $20 Million in annual revenue for the firm. TCIA provides the following services to its clients: + Cost Segregation Services + Qualified Production Property + R&D Tax Incentive Services + Fixed Asset Services + Site Selection Services + State Credits & Incentives + Employee Retention Credit Services + Energy Tax Consulting + Section 179D + Investment Tax Credit and Production Tax Credits + Inflation Reduction Act application-based incentives **What does your day look like?** You will help develop the vision, strategies, and action plans to grow Cherry Bekaert's TCIA Practice. Specifically, you will work to manage and execute cost segregation, fixed asset review, and oversee IRC Section 179D projects for our clients. Fundamentally, daily tasks will include separating the cost components of a building into their proper asset classifications and recovery period for the purposes of accelerating depreciation. **Responsibilities:** + Report to the leader of the TCIA practice as well as other Partners and Directors who make up an integrated team providing credits and incentive ("C&I") offerings to our clients. + Work with new clients as well as core tax and audit partners to articulate the value of a Cost Segregation, QPP, 179D Analysis. + Performing site inspections of client properties to take detailed measurements, photographs, and notes of the various components of the property for IRS audit substantiation purposes. + Costing of all components of architectural, site, mechanical and electrical construction utilizing historical cost databases such as RS Means as well as industry accepted techniques and methods. + Work closely with other leaders in TCIA to discuss R&D, Energy, and other incentive opportunities to our clients. + Analyze construction general ledgers, contractor payment applications, and other cost/financial documentation, and reconciling the information to various accounting records. + Review fixed asset registers to assess whether any fixed assets may be reclassified through a method change to a more appropriate tax recovery period. + Prepare schedules that support findings in accordance with IRS standards. + Meet client expectations by adhering to pre-established deadlines. **Required Qualifications:** + Bachelor's degree in accounting, finance, engineering, technology, or related field. + A CPA, MST, MAcc, LLM or JD is required for Manager, Senior Manager, and Director positions. + Minimum of 5 years' experience in federal tax compliance or tax consulting services. + Experience with costing models utilizing excel pivot tables. + Desire to participate in strategic planning initiatives + Strong project management and organizational skills + Preference will be given to candidates that also have experience with accounting methods including uniform capitalization rules; tangible property regulations; capitalization and depreciation; unit of property reviews; cost segregation studies; revenue recognition; and advanced payments and experience preparing or reviewing Form 3115. **Ideal Qualifications:** + 5+ years of experience in public accounting + An understanding of construction design and processes, as well as depreciation, to determine the appropriate tax lives for building assets in accordance with IRS standards. + A working knowledge of blueprint reading/estimating software such as BlueBeam. + A working knowledge of software tools such as SegStream. + Knowledge of real estate appraisals and valuations. + A knowledge of IRS code sections, court cases, revenue rulings and other tax citations related to cost segregation. + Excellent Microsoft Office skills - Excel, Word, Outlook, etc. + Ability to manage multiple engagements and employees to complete projects in a rapidly growing, fast-paced, interactive, results-based team environment. **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:** $165,600-$276,000 **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.
    $67k-95k yearly est. 9d ago
  • Senior Sage 100 Consultant - Manager

    Cherry Bekaert 4.6company rating

    Orlando, FL job

    **The Role** Provide friendly on site and remote support for our clients using Sage ERP accounting software. Investigate and resolve Sage ERP user application questions and issues. Assist in the sales support cycle, training, planning and consulting of new installations, implementations and upgrades. _Support of Sage 100 Software:_ Provide on-site, and remote support to users of Sage ERP software applications. Research source of errors, resolve problems and recommend program changes. Answer client inquiries in regard to specific software such as Sage ERP, database, printing and operating systems. Help in teaching procedures and answer all client requests for information. Correction of client technical problems including those that may impact data files on client systems. **Installation & Implementation of Sage ERP Accounting Software:** Manage new installations of Sage ERP application and peripheral software at client site. Test for compatibility and proper function of applications including Sage authorized third party software products (Crystal Reports and Sage Intelligence). Plan, manage and execute software installations and upgrades. Migrate client data from other accounting systems. Effectively present information and respond to questions from groups of managers, clients, customers and the public. Define problems, collect data, establish facts, and draw valid conclusions. Interpret an extensive variety of technical instructions in written and verbal form and deal with abstract and concrete variables. _Data Import / Export and Report Writer:_ Assist in the design or creation of on-going data imports and exports of data. Create custom reports using programming language or reporting tools, such as Crystal Reports, Excel and SQL Queries. _Product Demonstration / Sales:_ Assist sales staff with product demonstrations to potential customers. Must be able to assess prospect's business needs and show how software will work / solve issues. Always be on the lookout for prospective sales opportunities when working with clients. Recommend new / additional products and pursue the sales opportunity or refer to sales staff. **Qualifications:** To perform this job successfully, an individual must be able to manage each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires creative skills typically demonstrated by imagination or intellect involved with the analysis of highly technical problems within client systems. This individual must be capable of drawing independent conclusions leading to the successful implementation of problem-solving techniques. The position requires continuous exercise of discretion and independent judgment based upon the special skills and knowledge described herein. + **Requirements:** Minimum 7 (recent) years' experience implementation & integration support of Sage ERP + Bachelor's Degree Required (MBA or CPA preferred) + Sage Certification(s) highly preferred + Ability to travel 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 $84,000 to $164,800 **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.
    $84k-164.8k yearly 9d ago
  • Senior Wealth Advisor - Wealth Advisory - Orlando, FL

    Cliftonlarsonallen 4.4company rating

    Cliftonlarsonallen 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. About the role: CLA is looking to hire a Senior Wealth Advisor to work in our Orlando, FL office. The Senior Wealth Advisor (SWA) serves as a relationship manager providing “Total Wealth Advisory” services to their clients. Total Wealth Advisory is a comprehensive service that revolves around a personal financial plan and includes advice on all of clients financial and tax needs. The SWA should have advanced knowledge in tax, investments, financial planning, insurance and estate and retirement planning. The SWA will manage a book of client relationships and will delegate work as appropriate. Essential Job Functions Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work. Deliver financial plans to clients and make recommendations. Client Support: Manage existing & new referral relationships. Technical Competencies: Maintain a working knowledge/competency of appropriate systems applications utilized by firm. Proficient with Microsoft (MS) Office products, including Word, Excel, PowerPoint, Outlook, and Adobe. Requirements: Experience: Minimum of EIGHT (8) years of progressively responsible financial services experience. Education: Bachelor's degree in Accounting, Finance, or a related field. Certifications/Licenses: FINRA Series 65 or 66 Required. Existing Transferrable Book of Business Preferred. CFP certification or equivalent required. Relevant experience may be accepted in lieu of certification. Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here #LI-MU1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.
    $84k-105k yearly est. Auto-Apply 60d+ ago
  • Sales and Use Tax Senior Manager

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

    Orlando, FL job

    Cherry Bekaert has been proudly providing Accounting and Advisory services to our clients for 75 years! We are seeking a Sales Tax Senior Manager. The location is flexible and remote would be considered. Some of our larger offices include Atlanta, DC, Richmond, Raleigh, Charlotte, Tampa and South Florida. The successful candidate will supervise staff on consulting engagements that they lead and is responsible for delivering efficient, accurate, and timely preparation and review of all consulting projects. The primary responsibilities of the Sales Tax Senior Manager are focused on the following: Sales Tax Consulting * Research Sales Tax issues and filing requirements that affect Sales Tax obligations for companies. * Keep staff up-to-date on Sales Tax law trends, changes that affect client base. * Present Cherry Bekaert as a thought leader in the industry (assist with blogs, newsletters, social media, etc.) Engagement Management * Serve as the Engagement Manager on specific client sales tax engagements, taking responsibility for pre-engagement planning, execution, and final deliverable development. Manage multiple client projects at any given time. * Develop a detailed engagement work plan, illustrating budgets and schedules. Monitor project status against the work plan and communicate schedule adjustments. * Serve as the prime point-of-contact to the client. Ensure that the client is fully informed of engagement progress and logistics. New Business Development * Develop a thorough understanding of all services provided by the firm. Link this understanding to potential client needs. * Identify opportunities to expand the scope of current engagements through identification of current client needs and target client requirements. * Actively participate in proposal development, at the direction of management, and take a lead role responding to requests for proposal. Recruitment and Staff Development * Take responsibility for identifying, attracting, and developing current and future talent. * Take responsibility for subordinates' activities and chargeability. Effectively delegate work to staff. * Provide regular performance feedback as well as deliver timely performance evaluations. Personal and Professional Development * Develop Sales Tax industry knowledge and expertise and share that knowledge with the team. * Pursue professional development through public speaking, seminar delivery, and through the writing of articles. * Actively participate in company internal development programs, including staff training courses Required Experience * CPA or CMI preferred * Education: BS/BA accounting or a related field * Minimum 7 years of Sales Tax experience or Sales & Use Tax experience, from either consulting, industry, or Department of Revenue. Experience with manufacturing preferred. * Experience supervising and directing the work of staff. * Demonstrated writing skills a must; proposal development experience desired * Above average ability to manipulate Excel spreadsheets. 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.
    $103k-135k yearly est. Auto-Apply 3d ago
  • Sales and Use Tax Associate - Consulting

    Cherry Bekaert 4.6company rating

    Orlando, FL 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 State and Local Tax (************************************************ team is looking for a **Sales Tax Specialist** with a background in Sales & Use Tax Compliance. The Sales Tax Specialist will have the opportunity to work onsite/hybrid from our Alpharetta or Atlanta office locations. **What your day looks like:** + Work directly with tax professionals on a wide variety of projects, including data entry in Excel, copying client records, organizing data files, completing forms, sending and managing receipt of correspondence with State tax agencies, and various other client-related administrative tasks + Gather, manipulate, and analyze data + Participate in research of state tax statues, regulations, and rulings + Thoroughly verify work for completeness and accuracy + Interact with clients via on-site meetings, video calls, and project status reports **What you need for this role:** + High School diploma is required. An Associate's or Bachelor's degree is preferred + Ability to work in a team environment + Passion for providing the highest level of service to clients + Superior multi-tasking and organizational skills + High attention to detail + Stellar interpersonal and communication skills + Proficiency with Microsoft Excel required + Proficiency with Word, and PowerPoint + Access, Alteryx, and PowerQuery experience a plus **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:** 68,300-98,500 **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. © 2025 Cherry Bekaert. All Rights Reserved.
    $60k-75k yearly est. 9d ago
  • Government (GPS) Industry Leader

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

    Orlando, FL 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 strategy is to be digitally driven, industry-aligned, and focused on the middle market. To continue our growth, we're currently seeking an industry leader for our Government & Public Sector Practice (GPS), which is a strategic industry for our firm, providing tailored accounting, audit, and advisory services to state and local governments, and public sector organizations (public authorities, transportation agencies, school districts, and state and local agencies). These varied government clients range in revenue size from $2 million to $9 billion. In this highly visible national role, reporting to the Firm's Industry Leader, you'll play a critical role in shaping and executing the growth strategy plans, by working through partners to drive growth accountability, for the $40M+ industry practice. This Partner role will collaborate with other stakeholders to align service offerings, co-develop go-to-market strategies, actively identifying market/industry trends and opportunities for creating new services, and ensure seamless client delivery across disciplines. In addition, the role will involve developing GPS industry expertise and the professionals who support governmental and public sector clients. While the role will leverage your management, business development, and technical skills, there is an expectation that you will also directly service clients with at least 600 annual client charge hours. To be considered for this role, you'll need deep GPS industry experience with a large local, regional or national public accounting firm. Previous service line, regional, market, or industry leadership experience is strongly preferred. This role may work onsite/hybrid from any of our office locations or remotely from within the United States. Limited travel should be expected. Key Responsibilities * Industry Strategy & Growth * Act as the Firm's Industry Leader and drive the GPS practice's $40M+ growth strategy. * Collaborate with Regional Service Line Leaders (RSLLs), Advisory Service Line Leaders (ASLs), and Specialty Service Leaders (SSLs) to align service offerings and ensure seamless client delivery. * Identify market trends and opportunities to develop new services and go-to-market strategies. * Guide investments in GPS-specific services and talent development. * Drive growth accountability through regional and service line leaders or directly through dedicated partners. * Talent Development & Collaboration * Develop professionals into subject matter experts and build a strong talent pipeline. * Support recruiting, performance management, and professional development initiatives. * Foster collaboration across industry practice leaders and firm leadership. * Marketing & Visibility * Partner with marketing and growth teams to develop and manage the industry marketing budget. * Represent Cherry Bekaert in industry associations such as GFOA, GASB, ASBO, ICMA, and AGA. * Client Service * Lead engagements for governmental entities including local governments, public authorities, transportation agencies, school districts, and state and local agencies. * Oversee engagements for clients ranging from $2 million to $9 billion in revenue. * Deliver exceptional client service while ensuring compliance with professional standards. * Maintain a minimum of 600 annual client charge hours. Qualifications * Bachelor's degree. Masters preferred. * CPA preferred. * Minimum of 10 years' experience with a large local, regional or national public accounting firm. * Local government experience (cities, counties, towns) is required. Airport authorities and/or Enterprise Funds experience a plus. * Involvement with GFOA, GASB, ASBO, ICMA, and/or AGA is desirable. * Candidate's strongest traits must be in client service and business development, leading to growth * Strong leadership and staff development skills * Excellent oral and written communication skills * Exceptional interpersonal skills * Excellent problem solving, organizational, and analytical skills * #LI-PB What you can expect from us: * Entrepreneurial environment focused on professional development, career advancement, and performance and rewards opportunities. * Supportive partnership group with a "one firm" mentality and a commitment to colleagues' success. * Big firm resources and bench strength; small firm flexibility and openness to new ideas. * Defined metrics and targets that eliminate ambiguity. * Flexible work arrangements with generous PTO, including a firmwide week off for the 4th of July. * Click her to learn more About Us 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. 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. 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.
    $67k-97k yearly est. Auto-Apply 3d ago
  • Litigation Paralegal

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

    Orlando, FL 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 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.
    $24.4-37 hourly Auto-Apply 3d ago

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