Eide Bailly jobs - 185 jobs

Work Arrangement: 100% Remote A Day in the Life A typical day as an Industry Marketing Specialist might include the following: * Consults with marketing team and industry stakeholders to assist in the creation and implementation of industry marketing plans; to include both brand and lead generation activities. * Supports and develops ideas for creative marketing campaigns with consideration of inbound and outbound marketing strategies. * Supports campaign measurement including tracking and follow-up. * Assists in analyzing market data to help make decisions on future strategies. * Collaborates with Go to Market team to deliver campaigns in the industry and contributes to the needs that support services/regional groups. * Liaises with partners and managers and team's research professional to create target lists, learn about competitors, and develop deeper understanding of target clients. * Assists partners/managers in seeking out thought leadership speaking opportunities and coordinates logistics as needed. * Manages sponsorships for industry and liases event logistics for industry seminars and tradeshows to appropriate team * Heads industry webinars planning including scheduling, identifying stakeholders, content coordination, attendee tracking and communications across the industry. * Ensures timely and accurate performance on assigned projects. * Maintains compliance with project budgets, turnaround times, and deadlines. Who You Are * You have a bachelor's degree in marketing, communications, business or a related field required; or equivalent experience * You have a minimum of 5+ years of business-to-business marketing experience, preferably in a professional services firm and or experience in Manufacturing and Distribution * You have excellent interpersonal and client service skills. * You have strong organizational/follow-up skills and attention to detail. * You have knowledge and understanding of key marketing principles, concepts, tactics and the functional roles within the marketing team. * You can work on multiple projects and meet deadlines by setting priorities with work projects. * You are proficient with computers, Microsoft Office (Word and Excel) and can use various software packages, such as Microsoft Dynamics CRM * You have strong communication skills, both written and verbal. * You have a ream-focused mindset, with the ability to build rapport and relationships with colleagues. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation $60,000-$85,000 Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. #LI-KM1 #LI-REMOTE

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing professional services firms in the nation? Are you excited to connect the world of finance and accounting with technology? If yes, consider joining Baker Tilly US, LLP (BT) as a Sage Intacct Customer Support Senior Specialist! At BT your main responsibilities will include working directly with project customers, providing support for end users, and working directly with customers, internal consultants, and external vendors for solutions. The position will involve diagnosis, troubleshooting, provisioning, and escalation for issue resolution in the Sage Intacct environment. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. (This position is REMOTE.) Does this describe you? You want to work for a leading professional services firm whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions You want to grow professionally and develop your client service and technical skills to build a career with endless opportunities now, for tomorrow What you will do: Be a trusted member of the engagement team and responsible for: Reviewing, assigning and/or taking ownership of customer support tickets daily, responding promptly to customers once reviewed Determining a course of action upon review of case tickets Testing possible solutions in demonstration environments Adding internal comments to variations of potential solutions and contact customers with possible solutions Escalating issues without immediate resolution to internal management or Sage Intacct's customer support and/or engineering Following up regularly on outstanding tickets Delegating certain issues to the implementation or technical services team for highly configured instances of the software Corresponding throughout issue resolution process in a timely manner Other duties as assigned Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications A bachelor's degree required, preferably in business administration, accounting, MIS or equivalent experience Three (3)+ years' experience in the accounting or finance field with exposure to multiple ERP systems or in a software technical support environment working heavily with external customers, ideally in a financial or accounting software or application Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving Strong leadership, project management, organizational and analytical skills, initiative, adaptability Microsoft Suite skills Eligibility to work in the U.S. without sponsorship The compensation range for this role is $67,060 to $127,120. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

#LI-OD1 #LI-Hybrid Minimum Qualifications High School Diploma or GED At least three years of professional, retirement plan technical and compliance experience Possesses comprehensive knowledge of industry and professional concepts, principles, practices and procedures Possesses comprehensive knowledge of pertinent laws, regulations and professional standards Proficient use of applicable technology Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype) Experience performing work that requires initiative and leadership skills Pursuing Enrolled Retirement Plan Agent (ERPA) designation Ability to anticipate and elicit customer needs Ability to self-learn and develop business and technical knowledge quickly Motivated team player with demonstrated interpersonal skills Comfortable working with quick turnaround times and deadlines Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization Ability to travel as necessary Essential Functions and Primary Duties Provide technical support answering plan document related questions and issues Assist with the design and modifications of plan documents Provide compliance expertise during a plan's lifetime such as IRS submissions, plan amendments, restatements and terminations Assist with answering technical questions and issues related to ERISA Additional responsibilities as assigned Preferred Qualifications Bachelor's degree

#LI-AM1 #LI-Hybrid Responsibilities Utilizing our business process, plans, evaluates and manages the execution of assigned projects Develops and maintains software, operating systems and hardware technology Administers, maintains, develops and implements policies, procedures and best practices Has expert knowledge of commonly used concepts, practices and procedures within job scope Identify and review opportunities and implement recommendations for improvement to mitigate risk and optimize technology Prepare formal project plans maintaining an awareness and an updated status of projects that fall within span of responsibility Provide leadership and mentoring opportunities to staff Preferred Qualifications 5+ years of experience in IT Service Management or IT Operations leadership roles College degree or equivalent required ITIL 4 Foundation Certification (advanced ITIL certifications preferred) Demonstrated success in implementing, governing, and improving ITSM processes in mid-to-large organizations Strong analytical and root cause analysis skills, with the ability to translate findings into actionable improvements Proven ability to develop and communicate metrics, dashboards, and executive-level reporting Excellent facilitation, training, and stakeholder engagement skills Strong leadership, collaboration, and time management abilities Qualifications Minimum Qualifications College Degree or equivalent 6 years related experience Expert technical knowledge Knowledge of industry regulations Ability to lead and coordinate the team activities of others Ability to formulate, document and recommend new policies and procedures Able to work in and lead a team Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally Ability to travel as required by business and on-call availability

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Public Accounting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. We are seeking a Private Equity Performance Improvement Leader to lead and expand this sub-practice, working collaboratively to deliver outstanding client service while mentoring a team of rising professionals. This role will work closely with senior leadership and clients to build complex financial models, provide insights, and drive data-driven decision-making. The ideal candidate has extensive experience in financial modeling, corporate finance, and strategic advisory, with a strong ability to communicate financial insights to executive stakeholders. We are looking to add to our wickedly smart team in the one of the following locations: the San Francisco Bay Area, Los Angeles, or Irvine (California); Dallas or Austin (Texas); Seattle, (Washington); St. Louis (Missouri); Chicago (Illinois); Philadelphia (Pennsylvania); New York (New York); or Denver (Colorado). The ideal candidate will also have experience with integrated Capital Markets readiness and Value Creation projects. This includes advising clients on how to prepare for liquidity events, IPOs, debt and equity financing, and optimizing their financial structure for long-term success. Additionally, they will work with clients to identify and implement key value drivers that enhance enterprise value and operational efficiency. This individual must be both highly analytical, with the ability to dive into PE portfolio companies, their existing structure and reporting with the ability to design and execute plans to maximize stakeholder value. As the leader of the group, importance being an effective mentor, capable of teaching and developing others to help build the Private Equity Performance Improvement practice. Additionally, the ideal candidate should desire the role of a practice builder with experience in business development, including identifying new client opportunities, building relationships, and expanding Armanino's service offerings in the Private Equity and Strategic Finance space. Job Responsibilities * Develop, maintain, and improve financial models for various business scenarios, including forecasting, budgeting, capital planning, and valuation. * Provide strategic financial insights and recommendations to clients, helping them optimize performance and achieve growth objectives. * Conduct financial analysis and scenario planning to evaluate business strategies, capital allocation, and investment opportunities. * Lead and execute financial due diligence, mergers & acquisitions (M&A) analysis, and other transaction-related financial modeling. * Collaborate with internal and external stakeholders, including executives, investors, and finance teams, to deliver high-impact financial solutions. * Guide clients in implementing best practices for financial planning, reporting, and operational efficiencies. * Advise clients on capital markets readiness, including IPO preparation, financing strategies, and financial structuring. * Identify and implement key value creation drivers to enhance enterprise value and operational efficiency. * Leverage data analytics and visualization tools to present financial information in an impactful and digestible manner. * Mentor and develop junior team members in Private Equity Performance Improvement best practices, helping to build a strong practice within Armanino. * Drive business development efforts by identifying new client opportunities, building relationships, and expanding Armanino's Advisory service offerings. * Have ownership of, and manage, key initiatives and metrics, including but not limited to metrics related to billing, utilization, and A/R. Requirements * Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred. * Minimum 10 years of experience in valuation, financial modeling, corporate finance, investment banking, private equity, or strategic finance. * Advanced proficiency in financial modeling and Excel, with strong experience in valuation techniques, DCF, LBO, and M&A modeling. * Expertise in financial planning & analysis (FP&A) and strategic decision support. * Strong understanding of accounting principles and financial reporting. * Proven track record in generating new business opportunities * Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders. * Ability to work in a fast-paced, client-facing environment and manage multiple projects simultaneously. * Strong leadership and mentoring skills, with the ability to develop and grow a team of financial professionals. * Strong client communication skills * Flexibility to work from home while collaborating in person half the time. Preferred Qualifications * Experience with financial forecasting tools, BI platforms, and data visualization software (e.g., Tableau, Power BI) is a plus. * Interest or experience in business development, including identifying client opportunities, relationship-building, and expanding service offerings. "Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $223,200 - $262,600. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $245,600 - $288,900. For Northern California residents, the compensation range for this position: $256,700 - $302,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: * Medical, dental, vision * Generous PTO plan and paid sick time * Flexible work arrangements * 401K with Profit Sharing * Wellness program * Generous parental leave * 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

#LI-MM2 #LI-Hybrid Minimum Qualifications Bachelor's degree required 10 years of experience PHR/SPHR preferred Strong HR generalist background Extensive knowledge in performance management, legal (federal/state), employee relations, compensation/benefits, and HRIS also required Strong organizational skills, time management and multi-tasking ability and prioritizing Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Demonstrated ability in negotiation, conflict and problem resolution Proficient use of applicable technology Must be able to travel based on client and business needs all levels of an organization, both internally and externally Ability to travel as required by business and on-call availability Essential Functions and Primary Duties Develop and preserve effective working relationships with CBIZ associates, business unit leadership and HR team to successfully impact performance through efficient planning, recruiting, development, and training Partner with leadership in driving business objectives Work closely with management and associates to improve relationships, culture and morale, increasing productivity and retention of talent Facilitate discussion with management and associates on employment matters and legal issues Serve as liaison with associates and Employee Service Center resolving benefit matters Provide ongoing associate / leader education to meet demands of growing market Provide input to Corporate HR in policy development Monitor management and associate staffing levels; identify recruiting and training needs; ensure assimilation of new hires through the onboarding program; utilize effective recruiting sources and methods to attract and select talented employees while effectively balancing external hiring and internal promotions Communicate and assist in the administration of various HR programs, including salary administration, health & welfare benefits, performance appraisal. planning, and other key programs Champion through communication and facilitation Corporate HR strategic initiatives Serve as liaison with management and Corporate HR in addressing disciplinary action and separations Conduct all exit interviews and coordinate unemployment claims May be primary user of HRIS Maintain secure personnel files Supervise HR staff (if applicable) Participate in committees and special projects Additional responsibilities as assigned Preferred Qualifications Graduate or specialty degree preferred

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

Cherry Bekaert is gearing up for tax busy season! We are seeking multiple temporary, remote Tax Documentation Reviewers to support our Validation Center efforts from Mid January to mid-April 2026. Ideal availability is 40 hours per week, working Monday-Friday from 8 AM to 5 PM. Some weekend rotational work may be required during peak times, especially close to tax deadlines. #ZR In this role you will be: Utilizing your keen attention to detail to provide quality control by reviewing information that has been scanned from our tax automation software into tax returns to ensure accuracy & completeness Working as part of a collaborative team in a fast-paced environment to turn around time sensitive deliverables What you bring to the role: High attention to detail which guarantees accuracy when performing repetitive tasks Strong technology skills to include Excel; previous experience with GoFileRoom a plus but not required (we are happy to train you) Proven ability to maintain confidentiality regarding sensitive information Working knowledge of Adobe Acrobat Some availability to work weekends close to the April 15 tax deadline 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.

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. Job Responsibilities * Lead teams to drive corporate recovery, restructuring, exit strategies, non-performing or distressed investments, and insolvency * Responsible for hands on management of project teams, including directing other team members, and managing outside professionals involved in the engagement and client personnel * Apply project management skills to ensure projects are scoped properly, appropriate priorities are established, implementation plans are developed and executed, and projects meet client expectations * Analyze client business plans, debt capacity, competitive positioning and strategy, key-contracts and relationships, and regulatory considerations * Develop turnaround strategies with contingencies to assist with client initiatives and identify/evaluate potential restructuring/financing alternatives * Apply operational business experience along with accounting, finance, and analytical skills to various client situations and practice disciplines including, but not limited to, asset identification and monetization, creditor negotiation and settlement, financial modeling, financial statements and projections assessments, business plan evaluations, and project management * Drive development of integrated financial modeling/projections, cash flow forecasts, business plans, financial models, and other support as needed * Perform financial reviews and provide implementation services for liquidations, bankruptcy and receiverships * Proactively lead business development efforts and initiatives by instigating and managing marketing activities * Prepare reports, written analyses, presentations, quantitative exhibits, and other client deliverables regarding project scope and/or results of work performed * Lead, mentor and professionally develop team members, actively participating in the career advisory and performance review process. Provide knowledgeable guidance and direction to associates in the development of intricate financial models and other analyses Requirements * Bachelor's Degree in a business-related field of study * Minimum of 10 years-experience in the restructuring industry plus client-side experience * Proven track record of business development and revenue generation * In-depth understanding of financial or independent business reviews, corporate recoveries, restructurings, debt advisory, turnarounds, workout negotiations, sell side advisory and distressed sale transactions; and/or insolvencies, exit strategies, managed liquidations, receiverships, collateral monitoring and bankruptcy services * Flexibility to work from home while collaborating in person half the time. "Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. The compensation range for this position: $175,000 - $300,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: * Medical, dental, vision * Generous PTO plan and paid sick time * Flexible work arrangements * 401K with Profit Sharing * Wellness program * Generous parental leave * 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

#LI-DNI About the Practice CBIZ Transaction Advisory Services, part of CBIZ Private Equity Advisory, is the leading national due diligence team for middle market private equity groups and companies. Our team of M&A professionals has deep experience helping our clients make well-informed decisions that have a big impact on their investments. Our practice has experienced tremendous growth in recent years - more than doubling in size in just the past two years. Our team and our culture are truly what sets us apart from other firms. As such, our people are our number one priority and working for our firm means something different: * Team members can work remotely/virtually from anywhere in the U.S. * You will develop collaborative, lasting professional and personal relationships with clients regardless of your level. * You will receive meaningful support from firm leadership for substantial professional development. There will be variety in the clients that you work with and the deals that you work on. * We offer market-leading compensation and a consistent track record of maximum bonus payout. * Promotions and career advancement are based on ability and talent, not tenure - our merit-based promotions provide a significant opportunity to accelerate your career trajectory. * Our unique approach to practice management offers opportunities for autonomy and consistency in schedule from week-to-week - allowing our people to better plan their work activities and personal lives. Business travel requirements are minimal. * We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being. * When times get tough, we get tougher - and we stand by our people. We had 100% personnel retention during the pandemic - and we paid out full bonuses to our team members. * While we want our people to stay with our firm for their entire careers, we are also realistic. We are committed to advancing your professional skills and career opportunities wherever they may lead. If you're looking to join a talented, rapidly growing, entrepreneurially minded team of M&A professionals where you can be your whole self, make an impact, advance your skills and deepen your experiences, then consider joining our Transaction Advisory Services team. About the Role Our team focuses on providing both buy side and sell side due diligence to private equity groups and companies across a variety of industries located throughout the U.S. You will have the opportunity to perform in-depth business analysis and advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions. Your work will drive recommendations in the context of key business trends, valuation considerations and deal structuring alternatives. Essential Functions & Primary Duties * Provide technical and advisory financial and accounting due diligence services to private equity clients and companies. * Perform complex analyses, including analysis of cash flows, quality of assets and earnings, operating and profitability trends, working capital and identification of potential liabilities and risks. * Responsible for engagement execution, including preparing deliverables and presenting key financial due diligence findings and concepts. Preferred Qualifications * CPA (or meets the criteria to sit for the CPA exam) and knowledge of U.S. Generally Accepted Accounting Principles (GAAP) * Master's degree in accounting or MBA (with an accounting undergraduate degree) * A preferred minimum of 2 years of financial audit experience (preferably with a top ten public accounting firm), investment banking, financial due diligence, corporate finance, financial consulting or other M&A experience * Team player with exceptional verbal and written communication skills * Advanced MS Excel skills and strong working knowledge of other MS Office applications * Self-motivated and demonstrated ability to learn and succeed in a fast-paced and unconventional work environment are essential * Possess an uncommon drive and entrepreneurial spirit Minimum Qualifications * Bachelor's degree required * 3 years of experience in related field * Must be able to work in a team environment * Presentation skills mandatory * Must possess analytical skills * Proficient use of applicable technology * Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally * Must be able to travel based on client and business needs

#LI-MM2 #LI-Hybrid Minimum Qualifications College Degree or equivalent 6 years related experience Expert technical knowledge Knowledge of industry regulations Ability to lead and coordinate the team activities of others Ability to formulate, document and recommend new policies and procedures Able to work in and lead a team Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally Ability to travel as required by business and on-call availability Essential Functions and Primary Duties Utilizing our business process, plans, evaluates and manages the execution of assigned projects Develops and maintains software, operating systems and hardware technology Administers, maintains, develops and implements policies, procedures and best practices Has expert knowledge of commonly used concepts, practices and procedures within job scope Identify and review opportunities and implement recommendations for improvement to mitigate risk and optimize technology Prepare formal project plans maintaining an awareness and an updated status of projects that fall within span of responsibility Provide leadership and mentoring opportunities to staff Preferred Qualifications 5+ years of experience administering ITSM platforms Strong knowledge of ITSM concepts and ITIL-aligned practices Strategic mindset with strong problem-solving skills; able to anticipate gaps, dependencies, and risks while ensuring end-to-end process coverage. Proven ability to configure, customize, and optimize ITSM workflows and automation. Strong skills in dashboard/report building and data analysis Ability to manage vendor relationships and stay up to date on platform capabilities Excellent troubleshooting, documentation, and communication skills

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

Work Arrangement: Remote, In-office or Hybrid Typical Day in the Life A typical day as a Professional Coding Consultant might include: * Perform coding compliance reviews primarily for professional services. Expertise in multiple specialties is required, including strength in Evaluation & Management and surgical coding. * Develop coding review summaries outlining detailed findings and recommendations, executive summaries and communicate with different levels within the facility or medical group practice. * Provide education to coders and providers following the coding review, as requested. * Support clients with provider coding and documentation improvement, conduct reviews for billing and other regulatory compliance with third party payers, revenue cycle management as well as reimbursement methodology advisory support. * Research new and existing coding and healthcare regulations and laws to be shared both internally and externally. * Marketing services provided by self and cross sell services offered by others within the Firm. * Attending various healthcare association meetings and conferences as a presenter and marketer as needed. * Write articles related to coding and healthcare issues impacting providers. * Provide internal educational sessions to staff to increase awareness of coding and healthcare issues, as well as creating awareness of service offerings. * Manage client relationships with integrity by monitoring client needs and building value into the professional service. * Evaluate the cost, benefits and risks of alternative solutions to client problems or needs. * Capitalize on personal and professional experiences in order to develop business and practice lines. * Provide training and delegating duties to Associate and Sr. Associate level staff, as applicable. * Managing client billing to ensure they reflect the work performed. * Participate in community organizations and industry functions. Who You Are * You are passionate about helping others and keeping up to date with ever-changing coding and health care regulations. * You hold a Bachelors/Associates degree in Health Information Management or related field. * You hold a credential through AHIMA and/or AAPC such as CCS-P/CPC. * You have 7+ years of experience with professional coding compliance reviews. * You have advanced knowledge of terminology, policies and practices, and billing and coding regulations of health care systems; with specific knowledge in professional coding and compliance practices. * You have the ability to communicate clearly, both verbally and in writing. * You have knowledge of various healthcare software packages and electronic health record systems (i.e. EPIC, Cerner, MEDITECH, etc.). * You have skills in networking and developing business. * You are comfortable working in a fast-paced, deadline-driven environment. * You have experience presenting to and educating providers, coders and other healthcare professionals. * You have professional services firm experience. * You have the ability to establish and maintain effective working relationships with co-workers and clients. * You can work on multiple projects and meet deadlines by setting priorities with work projects. * You are proficient with computers, Microsoft Office (Word and Excel) and using various software packages. * You can travel to client sites and conferences. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation: $105,000-$145,000 Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. #LI-MB1 #LI-REMOTE

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Due to the continued growth of our consulting practice, we are currently recruiting for Epic Application Analysts / Consultants to join our Epic Practice with the Digital Solutions Healthcare team. As a part of the Epic Practice, you will find that our global brand and entrepreneurial environment will give you the support you need to apply your industry and technical experience to build your career across a wide range of services to meet our clients' most important needs. As a member of our team, you will also contribute to some of the most important activities in our firm which include operating and growing the business, serving the client, developing the best people, and shaping our culture. Our Epic Practice team members have expertise in one or more Epic applications including: EpicCare Ambulatory, Inpatient, ClinDoc, Inpatient Orders, Orders Transmittal, MyChart, Welcome, Haiku, Canto, Rover, ASAP, Bugsy, OpTime, Anesthesia, Beacon, Phoenix, Willow Inpatient, Willow Ambulatory, Willow Inventory, Beaker, Cupid, Stork, Radiant, Lumens, Wisdom, Bones, Kaleidoscope, Dorothy, Comfort, Research, HB, PB, Claims, SBO, Tapestry, Contracts Reimbursement, Grand Central, Cadence, Prelude, Cogito, Caboodle, Clarity, Reporting Workbench, Healthy Planet, ECSA, ECSM, ODBA, Hyperspace, Hyperdrive, EpicCare Link, Bridges, Pedigree, Compass Rose, Data Courier, Community Connect, Radar, Slicer Dicer. We have been supporting Epic environments at healthcare providers across the US since 2006. What you will do: Be a trusted member of the Epic Practice team with responsibilities including: Demonstrate significant knowledge of Epic implementations, upgrades, and optimizations including: Understand functionality and methodology that support successful Epic projects. Plan, design/build, test, implement and support the needs of Epic EHR. Participates on cross-functional teams as required to ensure integration and alignment of build, process design, and configuration of workflows. Lead / facilitate requirements gathering and workflow analysis. Lead or provide support during testing, training, and implementation of applications. Identify issues with workflows and build, and develop solutions to remediate. Provide support to business operations or clinical end-users. Provide mentorship, training and guidance to IT members at the client site. Serve as subject matter expert in the assigned applications. Provide counsel on best practices to client teams. Maintain current knowledge of any updates and improvements to relevant technology Epic applications and maintain required Epic certifications with NVTs and CEEs. Ability to keep tasks on schedule. Requires knowledge of clinical or business workflows in healthcare provider environment. Requires current Epic certifications for applicable Epic applications. Must have advanced communication skills, including good verbal and written skills. Requires good time management with ability to multi-task and complete projects within established timelines. Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and Epic. Qualifications Bachelor's degree in a related field preferred. Experience in lieu of a degree may be accepted. Five plus years of Epic implementation experience, including design, build and configuration Epic certification required. Must be in good standing with Epic. Proven ability to provide consulting services remotely or onsite at client locations. Related healthcare experience, operational or clinical, highly preferred. Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed MS skills (Word, Excel, Sharepoint) required. Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects. Ability to develop tailored solution to unique problems / issues that arise. Excellent project coordination/management skills. Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving. For California, Colorado, New York and Washington: The compensation range for this role is $37.90 to $80.35. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

#LI-OD1 #LI-Hybrid Responsibilities Provide technical expertise related to investment questions and issues in support of servicing clients Establish strong relationships with vendors, record-keepers, investment managers, and custodians Gather and maintain market intelligence related to products, services, and value propositions Review and modify the Investment Policy based on needs of the Plan Sponsor to ensure compliance and consistency Provide general client service and problem resolution services Prepare agenda items and content for client meetings Assist with the presentation of investment reviews with clients Work with service team on investment review action items/follow ups Perform due diligence and commentaries on investment managers Perform investment assessment and analysis for the entry and removal of preferred fund lists Cover asset class for preferred fund list Assist with and complete strategic projects on a quarterly basis Produce reports using investment software programs such as Morningstar Direct and Envestnet Manage client requests for proposals for plan recordkeepers/vendors Provide individual and global investment advice to plan participants as needed in conjunction with Retirement Plan Education Specialist Additional responsibilities as assigned Preferred Qualifications Bachelor's degree in finance, economics, mathematics or other areas that contain strong analytical course content Qualifications Qualifications Required High School Diploma or GED At least three years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environment Possesses comprehensive knowledge of industry and professional concepts, principles, practices and procedures Possesses comprehensive knowledge of pertinent laws, regulations and professional standards Proficient use of applicable technology Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype) Experience performing work that requires initiative and leadership skills Series 6 license, plus any other licenses as required by law Pursuing at least one of the following: CFA (Chartered Financial Analyst), CPFA (Certified Plan Fiduciary Advisory), CIMA (Certified Investment Management Analyst) or other approved credentials or those required by law Ability to anticipate and elicit customer needs Ability to self-learn and develop business and technical knowledge quickly Motivated team player with demonstrated interpersonal skills Comfortable working with quick turnaround times and deadlines Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you a talented tax professional that specializes in US individual tax services? Would your ideal job have no typical tax busy season? If yes, consider joining Baker Tilly (BT) as a Tax Manager- Individual Tax Services! This is an internal position that provides US individual tax services to Baker Tilly Partners, including tax preparation, planning and consulting. This position is ideal for someone who wants to continue building their career in public accounting AND have incredible work/life balance. You won't have an intense tax busy season and most weeks are a 40 hour work week! This position can be worked from any location - fully remote work is allowed. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you work along with meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: You enjoy being your client's personal advisor and collaborating with a team to provide a holistic approach to their tax services. You seek a leadership opportunity with a well-established practice that continues to achieve tremendous growth You want to be part of a firm invested in your success by providing the resources and support to continually sharpen your technical skills and build your career now, for tomorrow You prefer having a steady schedule year-round with a limited fall busy season What you will do: Provide compliance and consulting services to BT Partners Perform technical review of complex individual tax returns and all supporting tax documents. Lead multiple engagements that deliver proactive tax planning and strategic consulting. Grow technical competence by applying technical developments to complex situations Manage the client experience as the primary point of contact for about 75 clients Invest in your professional development individually and through participation in firm wide learning and development programs Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Qualifications Bachelor's degree in accounting or law, or a similar degree in business, Masters or advanced degree desirable CPA or EA required Eight (8)+ years' experience in tax return review and planning for high net worth individuals Multi-state tax compliance experience for individuals, including understanding of composite, withholding and pass-through entity tax Experience providing federal tax compliance and consulting services in a professional services firm Two (2)+ years' of supervisory experience, mentoring and counseling associates preferred Demonstrated management, analytical, organization, interpersonal, project management, communication skills Highly developed CCH Axcess, PDFlyer and Microsoft Suite skills Eligibility to work in the U.S. without sponsorship preferred For California, Colorado, New York and Washington: The compensation range for this role is $91,220 to $172,950. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. #LI-remote

Dare to bring your unique perspective? At Novogradac, we value individuals who bring unique perspectives and bold ideas. If you're eager to contribute to an inclusive, innovative environment where your personal and professional growth is encouraged and supported, we invite you to explore this exciting opportunity with us. Position Summary: The Employee Relations Specialist manages a variety of responsibilities within the employee relations function of the human resources department, including handling a variety of complex employee relations and performance management cases, managing the process for leave of absence and accommodations, and helps facilitate the semi-annual performance check-in process. This position may also flex into other functional areas of HR in order to provide assistance and/or back-up support. The Employee Relations Specialist reports to the Employee Relations Manager. The firm has one available position in either Atlanta, GA, Austin, TX, Dover, OH, Long Beach, CA, or Portland, OR. Some positions at Novogradac may be open to remote or hybrid work arrangements depending on business needs. Please discuss available options with your recruiter. Essential Duties & Responsibilities: * Research and resolve a variety of complex employee relations and performance management issues/concerns for designated positions, with direction from the Employee Relations Manager and oversight from the Assistant Director of Human Resources. Recommend course of action from coaching to formal discipline to termination decisions. * Draft performance improvement plans, disciplinary actions and other types of communication/documentation for employee relations cases. * Conduct intake of employee concerns received by email, phone or via the company's case management system. * Coach leaders on effective communication techniques for employee issues. * Assist in the facilitation of the semi-annual performance feedback Check-In process for designated office(s) or client groups, including assisting with system set-up, supporting leaders in developing content/message, as well as conducting HR review and approval of feedback. * Responsible for administering the company's Leave of Absence (LOA) program, including providing required paperwork, tracking requests/approvals/return-to-work, case management, and maintaining confidential LOA files. * Responsible for managing requests for employee accommodations (ADA), including facilitating the interactive process between employee and manager as well as reviewing supporting documentation and identifying/recommending appropriate accommodations, as necessary. * Conduct exit interviews; assist in monthly tracking of turnover data. * May assist with internal investigations in response to concerns or complaints and recommend appropriate actions. * Act as witness or note-taker, when needed, for employee relations cases being managed by the Employee Relations Manager or Assistant Director of HR. * Assist in developing and presenting management development training courses. * Provide back-up support to the HR department for coverage or other special projects as needed. Knowledge, Skills, Abilities: * Display strong analytical skills, including the ability to gather information, conduct analyses, present findings, and create solutions. Must have superior skills in writing/documentation, assessing employee relations situations, take a coaching/collaborative approach, and recommend appropriate actions. * Excellent verbal and written communication skills, in particular the ability to analyze and interpret complex HR policies and law and translate them clearly to staff at all levels of the organization. * Complete work accurately with strong attention to details. * Ability to develop rapport with a variety of personalities, maintain a calm and professional demeanor during stressful situations, and effectively defuse escalated personnel situations. * Ability to effectively prioritize a fast-paced and varied workload, effectively manage a variety of concurrent and shifting priorities. * Ability to maintain strict confidentiality of sensitive work-related information. * Strong computer skills, including solid skill in the Microsoft Office suite (prefer advanced skill in Excel) and familiarity with a variety of HR software programs (Paychex Flex and Workday, preferred) * Able to work evenings and weekends based on position needs. Minimum Qualifications: Bachelor's degree in related area plus a minimum of 5 years of experience directly managing employee relations cases and 2-3 years of experience managing leaves of absence. HR Generalist and/or HRBP experience would be considered in lieu of specialized roles. Preferred Qualifications: Experience working in a multi-state organization. Prior experience working in a professional services firm. HRCI/SHRM certification is desirable. Why work with us? Novogradac is committed to fostering a welcoming workplace where all employees feel valued and empowered to grow. We believe in offering a supportive, balanced work environment that encourages professional growth and work-life integration. We are proud to offer: * Increased number of paid holidays per year * Competitive salaries with continuous review of market conditions * Flexible working hours and work arrangements * Remote and hybrid opportunities * Inclusive workplace, providing strong professional growth and development opportunities The benefits of joining our team * Strong growth opportunities * Competitive benefits package * 401(k) package with firm profit-sharing * Discretionary annual bonuses for eligible positions & CPA bonus plan * Strong emphasis on quality work-life integration * Dress for your day policy * Resources of a national firm * Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment * Compensation: $65,000 - $85,000 depending on experience. More is possible if experience dictates. Don't Meet Every Single Qualification? After reviewing this job posting, are you hesitating to apply because you don't meet all the listed requirements? At Novogradac, we are dedicated to building a workplace supported by unique perspectives and experiences, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may still be the right candidate for this or one of our other roles. Get to know us better! We're Novogradac, a national certified public accounting and consulting firm headquartered in San Francisco. Founded in 1989, the allied group of Novogradac companies has grown to more than 800 employees and partners with more than 25 offices throughout the country. Novogradac is one of the nation's top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development. Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields. Ready to learn more? To be considered for this position, interested candidates MUST apply via our company website: ******************************* Commitment to Inclusion Novogradac is committed to ensuring a fair and inclusive recruitment process, making reasonable accommodations to individuals with disabilities or special needs throughout the application process. We encourage applicants from all backgrounds, identities, and experiences to apply, as we believe that unique perspectives strengthen our ability to achieve excellence. At Novogradac, we offer a variety of Employee Resource Groups and Affinity Groups to provide all employees with opportunities to connect, collaborate, and support one another in the workplace. Novogradac & Company LLP offers a progressive work environment, competitive pay and an excellent benefits package including medical, dental, vision, paid time off, life/disability insurance, commuter flex accounts and a 401(k). Novogradac and Company LLP is an equal opportunity employer. Novogradac's culture is centered on education, acceptance, innovation and opportunity. We value diversity and respect the different perspectives that each of our employees bring to Novogradac no matter their age, race, religion, gender identity or sexual orientation. We are committed to creating an equitable and inclusive workplace for our entire workforce. By submitting an application with us, you are providing Novogradac with personal information. More information on how we use your personal information may be found in our Privacy Notice at Collection.

Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description: About Crowe AI Transformation Everything we do is about making the future of human work more purposeful. We do this by leveraging state-of-the-art technologies, modern architecture, and industry experts to create AI-powered solutions that transform the way our clients do business. The new AI Transformation team will build on Crowe's established AI foundation, furthering the capabilities of our Applied AI / Machine Learning team. By combining Generative AI, Machine Learning and Software Engineering, this team empowers Crowe clients to transform their business models through AI, irrespective of their current AI adoption stage. As a member of AI Transformation, you will help distinguish Crowe in the market and drive the firm's technology and innovation strategy. The future is powered by AI, come build it with us. About the Team We invest in expertise. You'll have the time, space, and support to go deep in your projects and build lasting technical and strategic mastery. You'll work with developers, product stakeholders, and project managers as a trusted leader and domain expert. We believe in continuous growth. Our team is committed to professional development and knowledge-sharing. We protect balance. Our distributed team culture is grounded in trust and flexibility. We offer unlimited PTO, a flexible remote work policy, and a supportive environment that prioritizes sustainable, long-term performance. About the Role The AI DevOps and Cloud Infrastructure Engineer I (Senior Staff) designs, builds, and operates scalable, secure, and highly automated cloud environments that support the training, deployment, monitoring, and continuous delivery of AI and machine learning systems. This role serves as a subject-matter expert in infrastructure automation, distributed compute orchestration, and cloud platform operations, ensuring AI workloads perform reliably across development, staging, and production environments. The engineer collaborates closely with AI engineering, MLOps, data engineering, platform, and security teams to define infrastructure requirements, improve observability, and support the performance demands of predictive and generative AI workloads. As a senior staff-level contributor, the role establishes best practices, evaluates emerging cloud and AI infrastructure tooling, and mentors' junior engineers to advance DevOps maturity, reliability, and cost efficiency across the organization. Architecting and maintaining cloud infrastructure for AI model training, inference services, and distributed compute workloads. Implementing infrastructure-as-code (IaC) to automate provisioning, configuration, scaling, and lifecycle management of cloud resources. Designing and operating CI/CD pipelines for automated model training, testing, and deployment of AI-enabled applications. Optimizing Kubernetes clusters, GPU utilization, and compute scaling strategies to balance performance, reliability, and cost. Integrating AI models, inference endpoints, and data pipelines into cloud-native platforms. Developing monitoring, logging, alerting, and observability solutions using modern telemetry and tracing tools. Troubleshooting issues across networking, containers, compute, storage, and model-serving layers. Leading performance benchmarking, load testing, and reliability validation for AI systems. Documenting infrastructure architectures, operational runbooks, and engineering standards. Supporting automation for dataset ingestion, model versioning, artifact management, and ML testing. Ensuring compliance with cloud security, identity management, encryption, and responsible AI guidelines. Partnering with security teams to implement secure networking, IAM policies, and secrets management. Providing technical mentorship, design reviews, and cloud best-practice guidance to junior engineers. Evaluating new cloud services, platform capabilities, and AI infrastructure tooling for adoption. Qualifications 4+ years of experience in DevOps, cloud engineering, platform engineering, or infrastructure engineering. Strong proficiency with Kubernetes, Docker, and cloud orchestration platforms. Deep experience with CI/CD systems and deployment automation. Demonstrated ability to debug distributed systems and cloud networking issues. Proficiency in Python, Bash, or other automation/scripting languages. Strong communication skills and ability to collaborate across engineering and security teams. Willingness to travel occasionally for cross-functional planning and collaboration. Preferred Qualifications Bachelor's degree in Computer Science, Cloud Engineering, Information Systems, or a related technical field, or equivalent experience. Master's degree in a technical discipline. Experience enabling ML or AI workloads at scale in production environments. Cloud and platform certifications, including Azure (AZ-900, AZ-104, AZ-305, AZ-700, AI-102) or equivalent AWS/GCP certifications. Advanced experience with AWS (e.g., EKS, EC2, IAM, Lambda, SageMaker) and/or Azure (e.g., AKS, VMSS, Azure ML). Experience with GPU orchestration and scaling strategies for AI workloads. Expertise with Terraform or other infrastructure-as-code frameworks. Hands-on experience with observability stacks such as Prometheus, Grafana, CloudWatch, and OpenTelemetry. Experience deploying and operating generative AI workloads, including LLM inference autoscaling and RAG architectures. Familiarity with vector database hosting (e.g., Pinecone, Weaviate, FAISS) and model-serving frameworks (e.g., Hugging Face TGI, vLLM, custom inference containers). Experience building CI/CD pipelines for LLM fine-tuning workflows (e.g., LoRA, QLoRA, PEFT) and monitoring generative AI performance metrics such as latency, throughput, and hallucination rates. We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times. The application deadline for this role is 03/31/2026. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $74,100.00 - $147,800.00 per year. Our Benefits: Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you! How You Can Grow: We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper! More about Crowe: Crowe (************** is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world. Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws. Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge. Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.

Work Arrangement: Remote, Hybrid, or In-office A Day in the Life A typical day as a Wealth Transition Services Tax Manager might include the following: * Reviewing ultra-high net worth 1041s and answering technical firmwide 1041 questions (multi-state filings, complex analysis of pass-through entity, hedge funds, partnerships and S corporation implications for Form 1041 filings). * Working with tax staff to ensure 1041 tax returns are completed correctly by required deadlines and under firm processes. * Interpreting and reviewing various legal documents in relation to estate and business succession planning (including the income tax ramifications of trust funding and trust administration). * Technical research on income tax for trusts and estates for internal clients. * Assisting clients which may have varied levels of tax knowledge (including family office clients and corporate trust companies). * Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied. * Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience. * Business development and billing responsibility. * Assist in preparation of marketing materials and presentation of internal and external webinar trainings. * Coaching and mentoring staff. * Working with the firm Wealth Transition Services team on various advisory and compliance projects. Who You Are * You have a Bachelor's degree in Accounting and an active CPA license or JD/LLM (taxation). * You have 5+ years of experience in gift, trust, and estate tax in public accounting, law firm, or a related field. * You are a 1041 expert and have superb research and tax abilities, and are able to provide technically sound recommendations and evaluations. * You are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition Services Manager/Senior Manager will interact with clients in the high net worth and ultra-high net worth space and will speak to groups on wealth transition topics. * You are a multi-tasking master and there is never a deadline you can't meet. * You have experience developing business and networking. * You are excited about working in a growing top-25 CPA firm and have the ability to assist with multiple engagements across the country. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation $92,000-$160,000 Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws #LI-MB1 #LI-REMOTE