We are looking for full-time (40 hours/week), in-person Assurance Interns in our Phoenix, Arizona office for the following season(s): * Spring 2027 Application Deadline: February 27th, 2026 Interview Dates: end of February and early March Who We Are Eide Bailly is a Top 25 CPA and business advisory firm with over 50 offices in the U.S. and India. Since 1917, we've built our firm around one thing: people. We believe meaningful work starts with meaningful relationships - with our clients, our communities, and each other. That's why we focus on creating an environment where you feel supported, connected, and empowered to grow. You'll be part of a team that values authenticity, fosters trust, and provides you with the tools to thrive.
Why You'll Love Working Here
* You'll belong. We foster an inclusive, supportive environment where people look out for each other. You're a valued part of the team from day one.
* You'll grow. You'll get hands-on experience with a variety of clients and industries or projects, all while working directly with experienced professionals who want you to succeed.
* You'll be supported. Whether it's your Eide Guide, Career Advisor, or a co-worker you meet at lunch, you'll always have someone available to answer questions and help you navigate your career.
* You'll have balance. Meaningful work is only one part of a meaningful life. We offer flexibility and benefits designed to support your well-being - inside and outside of work.
* You'll have fun. Yes, we're accountants and business advisors - but we also like to celebrate, connect, and have a good time. Office events, volunteer opportunities, and casual team activities are all part of the experience.
Typical Day in the Life
A typical day in the life of an Assurance Intern with Eide Bailly might include the following:
* Attend a client engagement meeting to determine timelines and goals of an audit.
* Research business trends in order to assist the team with professionally representing the company and potentially apply this knowledge to the client's solutions.
* Prepare accounting-related reports through a paperless environment.
* Attend a technical training on Knowledge Coach (auditing software).
Who You Are
* You are inquisitive and enjoy learning about various client business processes and traveling to different locations to help clients (10-40% travel is required in the role).
* You like the challenge of working on audit engagements and helping clients succeed.
* You are a multi-tasking master, and there has never been a deadline you could not meet.
* You have interest in a variety of industries.
* You hold yourself to the highest professional standards and maintain strict client confidentiality.
* In addition to all of this, you are working toward a Bachelor's degree in Accounting and are on track to sit for your CPA license.
Must be authorized to work in the United States now or in the future without visa sponsorship.
Eide Bailly LLP offers a competitive salary and a comprehensive benefits package.
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.
What to Expect Next
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 check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page.
#LI-TK1
$48k-64k yearly est. Auto-Apply 7d ago
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Entry Level Assurance Associate (Phoenix)
Eide Bailly 4.4
Eide Bailly job in Phoenix, AZ
We are looking for full-time (40 hours/week), hybrid Entry Level Assurance Associates in our Phoenix, Arizona office for the following start timeframes: * Spring 2027 * Summer 2027 Application Deadline: February 27th, 2026 Interview Dates: end of February and early March
Who We Are
Eide Bailly is a Top 25 CPA and business advisory firm with over 50 offices in the U.S. and India. Since 1917, we've built our firm around one thing: people. We believe meaningful work starts with meaningful relationships - with our clients, our communities, and each other. That's why we focus on creating an environment where you feel supported, connected, and empowered to grow. You'll be part of a team that values authenticity, fosters trust, and provides you with the tools to thrive.
Why You'll Love Working Here
* You'll belong. We foster an inclusive, supportive environment where people look out for each other. You're a valued part of the team from day one.
* You'll grow. You'll get hands-on experience with a variety of clients and industries or projects, all while working directly with experienced professionals who want you to succeed.
* You'll be supported. Whether it's your Eide Guide, Career Advisor, or a co-worker you meet at lunch, you'll always have someone available to answer questions and help you navigate your career.
* You'll have balance. Meaningful work is only one part of a meaningful life. We offer flexibility and benefits designed to support your well-being - inside and outside of work.
* You'll have fun. Yes, we're accountants and business advisors - but we also like to celebrate, connect, and have a good time. Office events, volunteer opportunities, and casual team activities are all part of the experience.
Typical Day in the Life
A typical day in the life of an Assurance Associate with Eide Bailly might include the following:
* Attend a client engagement meeting to determine timelines and goals of an audit.
* Research business trends within an industry to professionally represent a company and apply this knowledge to the client's solutions, potentially developing new or additional business for the Firm.
* Prepare accounting-related reports through a paperless environment.
* Provide financial analysis upon completion of fieldwork in an effort to improve client internal controls and accounting procedures.
* Attend a technical training on Knowledge Coach (auditing software).
Who You Are
* You are inquisitive and enjoy learning about various client business processes and traveling to different locations to help clients (20-40 percent travel is required in the role).
* You like the challenge of in-charging engagements and providing constructive feedback to other team members.
* You are a multi-tasking master, and there has never been a deadline you could not meet.
* You have knowledge of and exposure to a variety of industries.
* You hold yourself to the highest professional standards and maintain strict client confidentiality.
* In addition to all of this, you have a Bachelor's degree in Accounting and are working towards obtaining your CPA license
Must be authorized to work in the United States now or in the future without visa sponsorship.
Eide Bailly LLP offers a competitive salary and a comprehensive benefits package.
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.
What to Expect Next
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 check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page.
#LI-TK1
$57k-68k yearly est. Auto-Apply 7d ago
Client Relationship Leader
Cliftonlarsonallen 4.4
Phoenix, AZ job
CLA is a top 10 national professional services firm where our purpose is to
create opportunities
every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
About the role:
CLA is looking to hire a Client Relationship Leader for our growing CAAS practice in the Southwest (Arizona and New Mexico). CAAS provides customized accounting support on an interim and project basis for our clients - public, private and nonprofits ranging from start-ups to Fortune 100 companies. We are looking for someone who has the drive of a business owner, entrepreneurial spirit, and the desire to make a difference for our clients.
As a Client Relationship Leader, you will:
Expand existing client relationships as well as build your network to develop new relationships in the community.
Work closely with the Managing Principal and Outsourcing Client Service Team to drive business and service offerings.
Recognize opportunities, problem solve and close business, especially at strategically targeted accounts.
Implement a sales strategy for new account prospects, prepare client presentations, and attend local and regional networking events representing CLA.
Effectively project manage ongoing engagements to meet client needs.
Maintain business development targets and sales activities in CRM.
What you will need:
A minimum of 10 years of work experience, including Big Four Audit Manager or other public accounting as well as industry experience.
A bachelor's degree in accounting, finance, business, or related field required.
CPA certification is preferred but not required.
A client services delivery orientation, relationship building experience, and drive to participate in business development initiatives.
Exceptional interpersonal and the ability to gain the confidence and respect of senior executives and team members.
Our Perks:
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
#LI-EG2 #LI-Hybrid
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
$72k-92k yearly est. Auto-Apply 37d ago
Office Services Assistant, Temporary
Baker Tilly Virchow Krause, LLP 4.6
Scottsdale, AZ job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
The Office Services Assistant provides general clerical and administrative office support assisting in daily office and operational needs of the business. Works closely with the Office Services Manager on a daily basis to ensure an organized office and assists associates to optimize processes and administrative business needs.
* Sorts and delivers incoming, and outgoing mail, including accounts receivable bank drops
* File, fax, scan, print and assemble documents. Assist with entering office expenses (fed ex, messenger services, invoices)
* Possible travel -package pick-ups and drop-offs via USPS, UPS, and FedEx and food orders as needed
* Provide reception coverage. Greet clients, answer office phones, receive and deliver documents to clients.
* Ensure training rooms and conference rooms and over all office space is clean and organized. Assist in the set up or breaking down of tables, furniture, etc.
* Schedule meetings and appointments. Schedule and prepare conference rooms. Assist with onboarding tasks and workspace readiness
* Orders and stocks office supplies, stationary and breakroom supplies (coffee, soda, snacks)
* Additional responsibilities as needed
Qualifications
* High School Diploma required
* 1 to 3 years relevant experience required
* Proficiency in Microsoft Office suite
* Experience with office machines, including facsimile, high speed copier, multi-line phone and 10 key calculator preferred
* Excellent customer service and client focused skills
* Excellent organizational skills and ability to manage through competing priorities
* Detail orientated and ability follow directions/procedures required, as well as prioritize calls and visitors
* Ability to work independently to follow directions and procedures
* Ability to work overtime and weekends as needed
* Capable of safely lifting up to 25 lbs as needed
$32k-39k yearly est. Auto-Apply 57d ago
Summer Leadership Program (Phoenix)
Eide Bailly 4.4
Eide Bailly job in Phoenix, AZ
Join us May 18th, 2026 & May 19th, 2026 for Summer Leadership Program in Phoenix, AZ! * Application Deadline: February 27th * Interviews: March 2026 About Summer Leadership Program The Summer Leadership Program is an exciting 2-day experience that gives high achieving students like you an inside look at public accounting and the Eide Bailly experience; what it's like to work here, the services we offer, the industries we serve and more! You'll also participate in various activities that will build on your current professional skillset, giving you the competitive edge to jump-start your career in public accounting.
Activities include:
* Networking with Eide Bailly professionals and other students
* Deep dives into Assurance & Tax
* Fun, interactive team building events with Eide Bailly Staff and Partners
* Community service activity
* An inside look at upcoming internship opportunities with Eide Bailly
Selection Criteria
* Actively pursuing a degree in Accounting and have a strong interest in a career in public accounting
* Graduating May 2026 - December 2029
* Academic performance
* Interpersonal skills
* Extracurricular activities, work experience, or other involvement
* Interest in Eide Bailly's culture
Must be authorized to work in the United States now or in the future without visa sponsorship.
Who We Are
Eide Bailly is a Top 25 CPA and business advisory firm with over 50 offices in the U.S. and India. Since 1917, we've built our firm around one thing: people. We believe meaningful work starts with meaningful relationships - with our clients, our communities, and each other. That's why we focus on creating an environment where you feel supported, connected, and empowered to grow. You'll be part of a team that values authenticity, fosters trust, and provides you with the tools to thrive.
Why You'll Love Eide Bailly
* You'll belong. We foster an inclusive, supportive environment where people look out for each other. You're a valued part of the team from day one.
* You'll grow. You'll get hands-on experience with a variety of clients and industries or projects, all while working directly with experienced professionals who want you to succeed.
* You'll be supported. Whether it's your Eide Guide, Career Advisor, or a co-worker you meet at lunch, you'll always have someone available to answer questions and help you navigate your career.
* You'll have balance. Meaningful work is only one part of a meaningful life. We offer flexibility and benefits designed to support your well-being - inside and outside of work.
Please note this is not an application for employment with Eide Bailly. This application is to participate in a two-day voluntary leadership program.
#LI-TK1
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:
In the role of a hybrid Associate, Client Success Manager, this individual will be responsible for the overall satisfaction and coordination of services for a particular group of clients. This includes the positioning of new services and solutions for client consideration. This role will also serve as the main Point of Contact for any operational or escalation-related matters. The CSM will align closely with fellow Baker Tilly professionals across multiple service lines in architecting value for the business and its stakeholders.
You will enjoy this role if:
You have a strong passion and desire to understand client challenges and position key Advantage and firm services to meet the clients' current challenges.
You enjoy building strong relationships with clients and getting to know them
You like to serve as a business advisor and trusted sounding board for clients
You are motivated to help your client proactively identify their needs and propose solutions to help grow their business
You enjoy building internal relationships that will help a clients' business thrive. By partnering with internal colleagues in Client Accounting Services, Vantagen, Digital, Private Wealth, Tax, and/or others you will help coordinate timely delivery of solutions across service lines.
You will have an opportunity to:
Build and maintain strong relationships with clients that include ensuring an efficient onboarding process, ongoing training, escalated issue management, continued evaluation of Baker Tilly success thru managing current services and future offerings (70% - proactive client relation building)
Communicate client needs or concerns to the appropriate Baker Tilly person and ensure timely resolution
Closely partner with internal colleagues to share clients' business needs and identify potential new opportunity to expand the clients' portfolio of Baker Tilly solutions/products
Support marketing and sales teams with information and/or share information with clients
Utilize data and metrics to facilitate a client business review
Help shape the strategy and direction of the client relationship through research and analysis (e.g., revenue, market and competitive trends, and customer insights).
Successful candidates will have:
Bachelor's degree in a related field or equivalent years' experience in Client Success within a similar organization, required.
1-3 years of experience in Client Success or Account Management
Knowledge of Salesforce preferred
Proven success in growing and maintaining client accounts
Demonstrated ability to manage difficult conversations and help provide resolutions
$65k-96k yearly est. Auto-Apply 19d ago
Senior Wealth Advisor - Wealth Advisory - Phoenix
Cliftonlarsonallen 4.4
Phoenix, AZ job
CLA is a top 10 national professional services firm where our purpose is to
create opportunities
every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
About the role:
CLA is looking to hire a Senior Wealth Advisor to work in our Phoenix, AZ office.
The Senior Wealth Advisor (SWA) serves as a relationship manager providing “Total Wealth Advisory” services to their clients. Total Wealth Advisory is a comprehensive service that revolves around a personal financial plan and includes advice on all of clients financial and tax needs. The SWA should have advanced knowledge in tax, investments, financial planning, insurance and estate and retirement planning. The SWA will manage a book of client relationships and will delegate work as appropriate.
Essential Job Functions
Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work. Deliver financial plans to clients and make recommendations.
Client Support: Manage existing & new referral relationships.
Technical Competencies: Maintain a working knowledge/competency of appropriate systems applications utilized by firm. Proficient with Microsoft (MS) Office products, including Word, Excel, PowerPoint, Outlook, and Adobe.
Requirements:
Experience:
Minimum of EIGHT (8) years of progressively responsible financial services experience.
Education:
Bachelor's degree in Accounting, Finance, or a related field.
Certifications/Licenses:
FINRA Series 65 or 66 Required.
Existing Transferrable Book of Business Preferred.
CFP certification or equivalent required. Relevant experience may be accepted in lieu of certification.
Our Perks:
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
This role is eligible for discretionary bonuses based on company performance and other factors.
#LI-MU1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
$96k-121k yearly est. Auto-Apply 57d ago
CAAS Controller - Family Office
Cliftonlarsonallen 4.4
Phoenix, AZ job
CLA is a top 10 national professional services firm where our purpose is to
create opportunities
every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
About the role:
CLA is looking to hire a Controller for our Client Accounting and Advisory Service (CAAS) who can sit in either our Phoenix, AZ or Los Angeles/Century City, CA offices. This role will support our growing Family Office practice. Our CAAS practice helps our clients transform their business with a collaborative approach that allows them to seamlessly mitigate risk, overcome challenges, meet deadlines, and identify personnel to help them with their workforce needs.
As a Controller, you will:
Assist the accounting team to record complex transactions
Experience dealing with our growing Family Office Practice servicing high net worth individuals and families.
Review complex account reconciliations prepared by the accounting team
Complete the monthly, quarterly, and annual adjusting and closing process.
Adhere to the client's organizational policies and procedures, federal and state policies and directives, and current accounting standards.
Provide detailed review of the general ledger, financial statements and required work papers
Prepare work papers for the independent auditors, if applicable
Analyze and interpret financial information and regularly present to the client's leadership
Develop budgets, analyze variances and implement corrective actions as needed
Review payroll and payroll tax compliance
What you will need:
A BS degree in accounting or related field required.
6 years relevant work experience as a Controller or equivalent is required.
Accounting back office experience is required.
Relevant experience with high net worth individuals, Multiple entity and personal business management is preferred
Experience with trusts highly preferred
Public accounting experience preferred but not required.
CPA certification is preferred but not required.
Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems. QuickBooks experience is preferred.
Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc).
Ability to travel to local client sites.
Our Perks:
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
The compensation range for this position in California is:
$112,700.00 - $190,000.00
#LI-PG1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
$65k-76k yearly est. Auto-Apply 46d ago
Seasonal Receptionist
Eide Bailly 4.4
Eide Bailly job in Phoenix, AZ
Work Arrangement: In Office This position will provide part-time administrative support from end of January 2026 - mid April 2026 Typical Day in the Life A typical day as a Seasonal Administrative Assistant in might include the following:
* Greet & assist clients and other office visitors
* Organize client documents and complete scanning, filing, and/or faxing as required
* Maintain client data with integrity and professionalism; ensuring accuracy and confidentiality.
* Assist with general correspondence and other projects as needed through word processing and spreadsheet tasks.
* Sort incoming mail, deliver internally, and process and post outgoing mail.
* Assist with various administrative support-type tasks such as answering phones or scheduling meetings when needed.
* Assist with office errands.
* Office upkeep, and other duties as assigned.
Who You Are
* You have a strong customer service mentality.
* You have strong data entry, computer skills and attention to detail.
* You work well independently and within a team environment.
* You have the ability to adjust quickly, as priorities in this role change rapidly.
* You hold yourself to the highest professional standards and maintain strict confidentiality.
* You have a personal vehicle you can utilize for work-related errands
* You have the ability to work on a seasonal basis mid-January- April 2026.
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
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 -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-BL1
$26k-33k yearly est. Auto-Apply 7d ago
Wellbeing Specialist
CBIZ 4.6
Phoenix, AZ job
#LI-KW1 #LI-Hybrid
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Minimum Qualifications
High School diploma or GED required; Bachelor's degree strongly preferred in a health-related area such as health education, medical, wellness, or fitness
3 to 5 years of work experience with health promotions and wellness programs
Demonstrated experience in creating and implementing programs that match employee needs, lifestyles and interests
Experience working in a team environment as a team leader/facilitator/influencer
Ability to be a role model/mentor/health coach for health and wellness to others
Required competencies include: project management, organization skills, analytic capabilities, excellent verbal and written communication skills, articulate presentation skills, and self-motivation
Must maintain current required licenses and certifications relevant to field of expertise
We are seeking an energetic, people-focused Corporate Wellbeing Specialist to support one of our key clients in the Arizona region. This individual will be the onsite champion for employee health and wellbeing across multiple casino locations in the Glendale and Tucson areas. The role combines health advocacy, education, and relationship management, and is ideal for someone passionate about promoting employee wellness and engagement in a dynamic, client-facing environment.
Schedule: 32 hours per week; Work conducted during standard business hours, with occasional evening or weekend availability for site visits
Location: Arizona (Phoenix/Glendale Region or Tucson Region)
Travel: Approximately 75% remote; up to 25% onsite required at client locations in Glendale, Tucson, and Sahuarita
Essential Functions and Primary Duties
Serve as the primary wellbeing resource for multiple casino properties, fostering engagement and supporting a culture of health and wellbeing.
Plan, design, implement, and evaluate comprehensive corporate health promotion programs aligned with the client's benefits and wellbeing strategies.
Conduct onsite wellbeing activities and educational sessions; provide one-on-one consultations to improve employee understanding of benefits and health resources.
Coordinate and deliver onsite events such as biometric screenings, flu shot clinics, and health fairs.
Develop and promote challenges and campaigns focused on physical activity, nutrition, stress management, hydration, and preventive care.
Facilitate Wellbeing Committee and Wellbeing Champion meetings, encouraging collaboration and participation in wellbeing initiatives.
Partner with client HR and benefits teams to identify trends, address employee needs, and recommend targeted wellbeing strategies.
Leverage available tools and resources from insurance carriers, third-party administrators, and vendors to integrate programs and enhance participation.
Track and report participation metrics, engagement outcomes, and overall program success.
Maintain a strong, visible presence at client sites-participating in screenings, lunch-and-learns, and other wellbeing events-to build relationships and trust.
Travel between casino locations in Glendale, Tucson, and surrounding areas as needed.
Preferred Qualifications
Strong interpersonal, communication, and presentation skills; comfortable engaging with diverse employee groups.
Experience managing multiple priorities across different sites and stakeholders.
Self-motivated, organized, and able to work both independently and collaboratively.
Valid driver's license and reliable transportation required.
Why Join Us
Join a dynamic brokerage and wellbeing consulting team that values collaboration, innovation, and client partnership.
Play a meaningful role in improving employee engagement, health outcomes, and workplace culture.
Enjoy flexibility, variety, and hands-on impact at client locations.
$48k-62k yearly est. Auto-Apply 22d ago
Investor Services Senior (Fund Administration)
Cliftonlarsonallen 4.4
Phoenix, AZ job
CLA is a top 10 national professional services firm where our purpose is to
create opportunities
every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
Our Perks:
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
CLA is currently seeking an Investor Services Senior with experience, to join our Fund Administration group in our West, Sunbelt, Midwest, or Northeast office.
Job Responsibilities:
Main point of contact for investor services aspect of client relationships and service delivery
Perform review of investor subscription documents for completeness and follow up as necessary
Process and disseminate investor capital activity documents
Perform KYC/AML review of investor subscription documents
Ability to review and understand offering documents, such as LPA and PPM, of private equity funds
Work with various software platforms to lead the setup and management of investor portals
Identify areas for creating operational efficiencies and complete special projects as needed
Liaise with internal fund administration team and lead Investor Services aspect of client meetings
Train and develop other team members
Job Requirements:
3 years' experience in Investor Services or related field
Experience with a fund administrator preferred
Bachelor's degree is required. (Combination of experience, education, and training may be accepted in lieu of degree.)
Degree in accounting, finance, business administration or related field preferred.
#LI-NM1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
$80k-130k yearly est. Auto-Apply 45d ago
Risk Advisory Services Managing Director
Baker Tilly Virchow Krause, LLP 4.6
Scottsdale, AZ job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Are you interested in joining one of the fastest growing consulting and accounting firms in the country?
Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of risk and advisory?
If yes, consider joining Baker Tilly (BT) as a Managing Director! Our Risk Advisory practice provides a full spectrum of services to help our public sector clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, IT, and cybersecurity best practices.
As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
Does this describe you?
* You want to continue to expand your work experiences and hone your skills as a comprehensive risk professional in the areas of compliance, enterprise risk management, governance, internal controls, and data analytics.
* You crave the opportunity to be part of a fast growing, entrepreneurial consulting practice where your hard work and creativity will be rewarded.
* You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together.
* You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow.
What you will do:
* Work closely with government boards and management teams to understand their organization and assist in identifying and managing financial and operational risks within their business processes and systems.
* Develop in-depth knowledge of governmental organizations by having direct client interaction while working on multiple aspects of an engagement.
* Serves as the primary client liaison for large client relationships - manages master service agreements over large client relationships, aligning project teams with client needs and ensuring client satisfaction with our work.
* Think independently and strategically about your clients' business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives.
* Provide strategic advice to clients by assisting in the implementation of new processes and controls that address key risks.
* Assess, manage, and optimize information technology risk across a wide range of areas, including cybersecurity, IT strategy and governance, IT regulatory and compliance requirements, and business continuity and disaster recovery.
* Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients.
* Produce comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies.
* Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service.
* Managing, developing, training, and mentoring staff on projects and assessing performance for engagement and year-end reviews. Actively participating in recruiting talent to the firm.
* Performing project management duties - oversees work plan execution, provides periodic internal and client facing status reports, generates invoices and manages the project budget, oversees development and distribution of deliverables, and manages day-to-day communication and coordination with client team.
* Lead professional and effective presentations to internal and external audiences.
* Continue to develop your knowledge and experience working with a variety of technology environments, platforms, applications, and tools/utilities.
* Attending professional development, networking events and training seminars on a regular basis. Adhering to the highest degree of professional standards and strict client confidentiality.
* Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue.
* Invest in your professional development individually and through participation in firm wide learning and development programs.
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
* Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
* A bachelor's degree within business, finance, accounting, or public administration, MBA/MPA desirable but not a requirement.
* Ten (10) plus years of progressive related consulting experience, including at least seven (7) years serving as a project manager in managing large and complex client relationships.
* A certification is highly relevant to this role. One or more of the following certifications are required: CIA, CFE, CRMA, CGAP, CPA, CISA, CISSP.
* Proven capacity to act as a dynamic leader, with a demonstrated ability to navigate and lead change management initiatives effectively
* Knowledge of public sector operations broadly, specific knowledge or experience in a public sector setting - state or local government, public utility, transit, and/or K-12 schools.
* Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required.
* Broad understanding of risk and internal audit consulting concepts including but not limited to: internal audit (e.g., IPPF) and Yellowbook standards, internal controls and internal control testing, business process efficiency, business functions including accounting/finance, human resources, information technology.
* Ability to provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties.
* Strong understanding of the professional services industry and ability to develop delivery on a business plan for a team of consultants.
* Ability to train team members and peers, and serve as a mentor.
The compensation range for this role is $201,810 to $382,600. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$92k-132k yearly est. Auto-Apply 1d ago
Senior Consultant Transactions Advisory Services
Baker Tilly Virchow Krause, LLP 4.6
Phoenix, AZ job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
At Baker Tilly, we invest in our people. We believe in continuous learning and development and have a number of programs to ensure the success of our people.
As we continue to grow our Transaction Services practice within our Financial Advisory practice, we are seeking to add a Senior Consultant to our team. In this role, you will provide due diligence and transaction advisory services to our clients to meet their complex financial needs.
Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work.
Responsibilities:
* Interact directly with Partners on matters related to client and engagement management.
* Data gathering, document review and preparation of quality of earnings reports.
* Research and financial analysis of target companies.
* Due diligence for both buy side, sell side, and corporate finance transactions.
* Communication with clients to ensure delivery of exceptional client service.
* Participate in various marketing and recruiting activities of the firm.
* Opportunities for career development and to advance within the transaction advisory services group.
Qualifications
* Bachelor's degree in Accounting required and a CPA designation are preferred.
* Between two (2) to four (4) years of experience in a mid to large size professional services firm performing audits and related services for a diverse client base and, and at least two (2) years of transaction services / due diligence experience.
* Professional designations or candidacy (CFE, CFA, etc.) and / or an advanced degree are a plus.
* High motivation, initiative and positive attitude
* Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
* Intermediate modeling and excel skills, experience conducting complex quantitative
and qualitative financial analysis and ability to generate data-driven insights
* Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced
environment with shifting priorities
* Excellent verbal and written communication, experience presenting analyses to
management and ability to lead and drive initiatives
* Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
* Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings
The compensation range for this role is $96,000 to $110,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$96k-110k yearly Auto-Apply 38d ago
Assurance Senior Manager
Bakertilly 4.6
Tempe, AZ job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Are you interested in joining one of the fastest growing public accounting firms?
If yes, consider joining Baker Tilly (BT) as an Audit Senior Manager! This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve.
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges.
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions.
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!).
You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow.
What you will do:
Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients, positively impacting their financial statements, profitability, and business operations through:
Proactively engaging with your clients throughout the year to understand business goals and challenges.
Developing and implementing appropriate testing to assess deficiencies of internal controls and make recommendations for improvement.
Managing all fieldwork to ensure quality service and timely delivery of results.
Playing an active role in providing valuable financial statement guidance and business recommendations based upon various testing performed and information gathered.
Delivering business insight through thoughtful review, analysis, and discussion.
Manage client engagement staffing, billings/collections, and ensure client profitability targets are met.
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue.
Invest in your professional development individually and through participation in firm wide learning and development programs.
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
Enjoy friendships, social activities and team outings that encourage a work-life balance.
Qualifications
Bachelor's degree in accounting required, masters or advanced degree desirable
CPA required
Eight (8)+ years' experience providing financial statement auditing services in a professional services firm desired
Five (5)+ years' of supervisory experience, mentoring and counseling associates desired
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Eligibility to work in the U.S. without sponsorship preferred
$100k-132k yearly est. Auto-Apply 14d ago
Tax Manager
Eide Bailly 4.4
Eide Bailly job in Phoenix, AZ
Work Arrangement: Hybrid or In-office A Day in the Life A typical day as a Tax Manager might include the following: * Work with staff to ensure individual and business tax returns are completed correctly and by the required deadline.
* Review, approve and sign tax returns for release to clients.
* Coach or mentor a staff member to assist with enhancing their skills and further developing their career.
* Gather relevant tax-related information from the client so an accurate tax return can be prepared.
* Look at tax situations from various angles to ensure the maximum tax benefit is applied.
* Network, build relationships and attract new clients or business for the Firm.
* Bill clients for the services and guidance provided.
Who You Are
* You enjoy keeping up-to-date on the ever-changing tax industry's regulations and policies.
* You have a knack for solving problems and easily notice issues while bringing solutions to the table.
* You take pride in helping others, and you are ready to take on the challenge of leading a team of high-performing individuals.
* You have knowledge of and exposure to a variety of industries and the ability to read a financial statement.
* In addition to all of this, you hold a CPA license or Enrolled Agent Certification and have 5-7 years of experience in public accounting tax work.
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
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-AH1
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
At Baker Tilly, we invest in our people. We believe in continuous learning and development and have a number of programs to ensure the success of our people. As we continue to grow our M&A Tax practice, we are seeking to add a Senior to our M&A Tax team in any of our offices. In this role, you will be developing and implementing transaction advisory services to our clients to meet their complex financial needs. Open to location. Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work.
* Interact directly with Partners on matters related to client and engagement management
* Modeling financial transactions to be used in valuation, structuring and negotiation
* Prepare detailed memoranda and presentations describing the key attributes of client companies and industries
* Assist in the review and analysis of the tax aspects of acquisition and merger agreements and draft tax opinion letters and memoranda
* Identify and analyze tax risks and opportunities while advising on alternative tax strategies for acquisition, disposition and restructuring of businesses
* Review, assess and advise clients regarding tax computations reflected in their financial models; and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction
* Data gathering, document review and preparation of reports
* Research & financial analysis of target companies
* Due diligence for both buy side and sell side transactions
* Transaction structuring for tax and accounting issues
* Negotiation support
* Communication with business owners to ensure delivery of exceptional client service
* Participate in various marketing and recruiting activities of the firm
Qualifications
* Bachelor's degree in Finance, Accounting or related field required; or a graduate degree and 4 years of related work experience.
* 2+ years of work related experience in a mid to large size professional services firm
* Certified Public Accountant CPA or JD/LLM required.
* Tax due diligence, deal structuring and post-acquisition planning experience and/or inbound and outbound transaction consulting with international tax research, planning and compliance experience
* Demonstrated analytical, problem-solving, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills required.
* Strong written communication skills
* Ability to provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment and exhibit a sense of urgency and commitment to quality and the timely completion of duties.
The compensation range for this role is $110,000 to $175,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$110k-175k yearly Auto-Apply 38d ago
Accounting Intern (Assurance/Tax; Phoenix)
Eide Bailly 4.4
Eide Bailly job in Phoenix, AZ
We are looking for full-time (40 hours/week), in-person Accounting (Assurance/Tax) interns in our Phoenix, Arizona office for the following season(s): * Summer 2027 Application Deadline: February 27th, 2026 Interview Dates: end of February and early March
Note: This internship offers a unique opportunity to gain experience in both service areas, with four weeks in Assurance and four weeks in Tax.
Who We Are
Eide Bailly is a Top 25 CPA and business advisory firm with over 50 offices in the U.S. and India. Since 1917, we've built our firm around one thing: people. We believe meaningful work starts with meaningful relationships - with our clients, our communities, and each other. That's why we focus on creating an environment where you feel supported, connected, and empowered to grow. You'll be part of a team that values authenticity, fosters trust, and provides you with the tools to thrive.
Why You'll Love Working Here
* You'll belong. We foster an inclusive, supportive environment where people look out for each other. You're a valued part of the team from day one.
* You'll grow. You'll get hands-on experience with a variety of clients and industries or projects, all while working directly with experienced professionals who want you to succeed.
* You'll be supported. Whether it's your Eide Guide, Career Advisor, or a co-worker you meet at lunch, you'll always have someone available to answer questions and help you navigate your career.
* You'll have balance. Meaningful work is only one part of a meaningful life. We offer flexibility and benefits designed to support your well-being - inside and outside of work.
* You'll have fun. Yes, we're accountants and business advisors - but we also like to celebrate, connect, and have a good time. Office events, volunteer opportunities, and casual team activities are all part of the experience.
Typical Day in the Life
* Assurance interns participate in client engagement meetings, travel to client sites with the team (10-40% travel required) and prepare accounting related reports for clients in a variety of industries.
* Tax interns are responsible for completing individual and business tax returns at varying difficulty levels in many industries and look at tax situations to ensure the maximum tax benefit is applied.
Who You Are
* You are inquisitive and enjoy learning about various client business processes and traveling to different locations to help clients (10-40% travel may be required in audit intern the role).
* You like the challenge of working on audit engagements and helping clients succeed.
* You are a multi-tasking master, and there has never been a deadline you could not meet.
* You have interest in a variety of industries.
* You hold yourself to the highest professional standards and maintain strict client confidentiality.
* In addition to all of this, you are working toward a Bachelor's degree in Accounting and are on track to sit for your CPA license.
Must be authorized to work in the United States now or in the future without visa sponsorship.
Eide Bailly LLP offers a competitive salary and a comprehensive benefits package.
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.
What to Expect Next
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 check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page.
#LI-TK1
$30k-38k yearly est. Auto-Apply 7d ago
HNW Tax Principal
Baker Tilly Virchow Krause, LLP 4.6
Scottsdale, AZ job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" high net worth tax expert?
Are you inspired to lead a practice, lead people and make a difference for your clients?
If yes, consider joining Baker Tilly as a High Net Worth Tax Principal! Our private wealth practice recognizes the unique challenges of wealthy individuals and privately-held business owners. We help company executives, business owners, affluent families and family offices, estates and trusts in managing, preserving and transitioning wealth. Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services.
You will work side-by-side with firm leadership and will be a valued mentor and coach to a group of talented staff. Baker Tilly has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field.
What you will do:
* Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities:
* Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns
* Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping tax
* Advise and make recommendations to clients on business succession planning
* Build on technical competence by keeping up-to-date on trends, developments and technical authorities - applying them to complex situations
* Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue
* Invest in your professional development individually and through participation in firm wide learning and development programs
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Successful candidates will have:
* An undergraduate degree in accounting or law required
* CPA or JD required
* Experience as a leader in a public accounting firm in the Tax space, ideally in an equity-holding role
* Demonstrated track record of client success in the Chicago area
* Ten (10)+ years' experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses. This includes strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities, partnership taxation and corporate taxation
* Six (6)+ years supervisory experience, mentoring and counseling associates
* Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
* Eligibility to work in the U.S., without sponsorship, highly preferred
$93k-134k yearly est. Auto-Apply 60d+ ago
Tax Intern (Phoenix)
Eide Bailly 4.4
Eide Bailly job in Phoenix, AZ
We are looking for full-time (40 hours/week), in-person Tax Interns in our Phoenix, Arizona office for the following season(s): * Spring 2027 Application Deadline: February 27th, 2026 Interview Dates: end of February and early March Who We Are Eide Bailly is a Top 25 CPA and business advisory firm with over 50 offices in the U.S. and India. Since 1917, we've built our firm around one thing: people. We believe meaningful work starts with meaningful relationships - with our clients, our communities, and each other. That's why we focus on creating an environment where you feel supported, connected, and empowered to grow. You'll be part of a team that values authenticity, fosters trust, and provides you with the tools to thrive.
Why You'll Love Working Here
* You'll belong. We foster an inclusive, supportive environment where people look out for each other. You're a valued part of the team from day one.
* You'll grow. You'll get hands-on experience with a variety of clients and industries or projects, all while working directly with experienced professionals who want you to succeed.
* You'll be supported. Whether it's your Eide Guide, Career Advisor, or a co-worker you meet at lunch, you'll always have someone available to answer questions and help you navigate your career.
* You'll have balance. Meaningful work is only one part of a meaningful life. We offer flexibility and benefits designed to support your well-being - inside and outside of work.
* You'll have fun. Yes, we're accountants and business advisors - but we also like to celebrate, connect, and have a good time. Office events, volunteer opportunities, and casual team activities are all part of the experience.
Typical Day in the Life
A typical day in the life of a Tax Intern with Eide Bailly might include the following:
* Assist in gathering relevant tax-related information from a client so an accurate tax return can be prepared.
* Work with the tax team to ensure individual and business tax returns are completed correctly and by the required deadline.
* Assist in preparing a high-level return for a multi-million-dollar manufacturing company or high-net-worth individual.
* Look at tax situations from various angles to ensure the maximum tax benefit is applied.
* Network and build relationships across the Firm.
Who You Are
* You are a multi-tasking master, and there has never been a deadline you could not meet.
* You have interest in a variety of industries.
* You hold yourself to the highest professional standards and maintain strict client confidentiality.
* You enjoy keeping up-to-date on the ever-changing tax industry's regulations and policies.
* In addition to all of this, you are working toward a Bachelor's degree in Accounting and are on track to sit for your CPA license.
Must be authorized to work in the United States now or in the future without visa sponsorship.
Eide Bailly LLP offers a competitive salary and a comprehensive benefits package.
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.
What to Expect Next
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 check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page.
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