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Eide Bailly jobs in Tustin, CA - 184 jobs

  • Salesforce Sales Executive

    Eide Bailly 4.4company rating

    Eide Bailly job in Irvine, CA

    Work Arrangement: Remote /Hybrid Typical Day in the Life The Salesforce Sales Executive oversees complex technology sales transactions. They demonstrate a high-level of proficiency in prospecting, qualification, negotiation, deal execution and coordination of sales activities that support Eide Bailly Technology Consulting objectives and growth goals. * Proactively develop and lead sales opportunities through prospecting, qualifying, solutioning, and closing Salesforce solution deals in SMB and midmarket segments. * Establish, maintain and grow relationships with Salesforce Sales Teams, including Account Executives, Solution Engineers, RVPs, AVPs etc * Consistently source deals on a monthly basis through the Salesforce channel as a result of relationships you have established, fostered and grown * Demonstrate understanding of target audience, industry trends, competition, and how Eide Bailly is uniquely positioned to address client needs. * Demonstrate strong product and consulting services knowledge of Salesforce solutions. * Engage with key prospects including C-level executives via meetings, phone, and email. * Coordinate resources across teams: SDRs, Solution Engineering, Delivery, and Sales to deliver comprehensive and standards-compliant Proposals and Statements of Work. * Build knowledge of integrations, ERP, and Data Analytics solution offerings. * Conduct prospect research for lead qualification. * Participate in events and community organizations to identify sales opportunities. * Communicate pipeline to sales, delivery, and go-to-market leadership. * Maintain CRM discipline for tracking pipeline health, opportunity stages, forecast accuracy, and lead quality. * Consistently hit monthly Activity, Prospecting and Performance targets What You're Accountable For * Hitting quota * Building pipeline * Growing a portfolio of named accounts * Lead generation * Following Eide Bailly business processes Who You Are * Bachelor's degree or equivalent work experience * 5+ years selling CRM solutions or CRM Implementation Services * A driving, social, self-starter who values independence, thrives under pressure, and enjoys new and unique challenges. * Expert in consultative and relationship selling, territory and account planning, and negotiation * Technically proficient, using available tools to optimize efficiency and effectiveness * Able to handle rejection with poise, work well with others, display self-motivation and drive * Broad understanding of Salesforce platforms and solution selling to clients * Direct experience with Salesforce * Excellent communication skills with executive-level clients * Able to establish and maintain effective working relationships with coworkers, partners and clients * Willingness to travel as needed Must be authorized to work in the United States now or in the future without visa sponsorship. Benefits and Compensation Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying salary ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Salary: $100,000- $125,000, depending on experience/location/level. Position also includes generous commission structure. Beyond base salary, Eide Bailly offers generous paid time off, comprehensive medical, dental, and vision insurance, 401k profit sharing, lifestyle spending account, certification incentives, education assistance, and a referral program. 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. 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-BC1 #LI-REMOTE
    $100k-125k yearly Auto-Apply 2d ago
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  • Summer Leadership Program (Ontario)

    Eide Bailly 4.4company rating

    Eide Bailly job in Ontario, CA

    Join us Tuesday, June 16 - Wednesday, June 17 for Summer Leadership Program in Ontario! * Application Deadline: Monday, May 4th * Interviews on a rolling basis 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 December 2026 - Summer 2027 * 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.
    $67k-92k yearly est. Auto-Apply 8d ago
  • Tax Senior Manager - Private Client

    Bakertilly 4.6company rating

    Pasadena, CA 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? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Senior Manager! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance 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'll 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 federal tax compliance and consulting services to industry specific clients: Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740 Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas 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 Successful candidates will have: Bachelor's degree in accounting or law, or a similar degree in business, masters or advanced degree desirable CPA or JD required Eight (8)+ years' experience providing federal tax compliance and consulting services in a professional services firm Five (5)+ years' of supervisory experience, mentoring and counseling associates 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 Highly developed software and Microsoft Suite skills Eligibility to work in the U.S. without sponsorship preferred The compensation range for this role is $145,000 to $257,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $145k-257k yearly Auto-Apply 44d ago
  • Office Services Assistant, Temporary

    Baker Tilly 4.6company rating

    Irvine, CA 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 The compensation range for this role is $18.00 to $34.10. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $18-34.1 hourly Auto-Apply 57d ago
  • Administrative Assistant - Learning Operations Group

    Holthouse Carlin & Van Trigt LLP 4.3company rating

    Long Beach, CA job

    Come for the Challenge. Stay for the Experience. At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience. What We Do and Who We Serve We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing. We Live Our Core Values Our values guide us in our day-to-day interactions with our clients and each other-Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team. Discover How Far You Can Go. Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on-the kind of work that helps you develop and refine your skills to advance in the profession. Hybrid Work HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible. HCVT is seeking an Administrative Assistant to work with our Learning Operations Group. As a member of the team, you will assist our efforts in providing a rewarding, "best in class" experience for our employees in their pursuit for professional development. The ideal candidate will be highly organized with outstanding verbal and written communication skills, as well as the ability to effectively collaborate with teams across the firm. We're looking for someone with a strong work ethic, positive attitude, and a commitment to taking ownership and pride in their work. Days in the office: Three days in the Long Beach office with the possibility of up to five days during training seasons. As the Administrative Assistant for the Learning Operations Group, your responsibilities will include but not limited to: * General Administrative Responsibilities: * Support a fast-paced training department in the full cycle training process. * Type drafts/letters/documents as instructed. * Take minutes in weekly team and other meetings and summarize the key points and action items. * Schedule training events and other team meetings as requested. * Assist with firmwide administrative tasks, meetings and projects. * Work on ad-hoc projects as needed. Event and Training Logistics:Assist with the registration of individuals for external trainings.Coordinate logistics for internal trainings, including room setup, clean up and catering.Book travel arrangements (hotel, airfare, etc.) for participants. Evaluation and Reporting:Prepare, distribute, summarize, and analyze training evaluation forms for various training sessions and events. Inventory & Supplies:Oversee the ordering, distribution, and inventory management of employee gifts and team office supplies.Maintain the kitchen and ensure it is well-stocked with necessary supplies. Account Reconciliation:Perform monthly AMEX and LYFT account reconciliation. Ensure invoices are prepped for approval and processing.Work on ad-hoc projects as needed To be successful, these are the skills and experience you will need: * Minimum one year of relevant work experience * Proficient in Word, Excel, Outlook & PowerPoint; learning and development software experience a plus * Professional demeanor and ability to interface with staff, management, and the wider firm * A high level of personal integrity and professional ethics * Strong interpersonal skills; a team player * Detail oriented with high productivity and the ability to function in a fast-paced environment with experience meeting multiple corresponding deadlines * Forward-thinking with the ability to take initiative and to stay a step ahead * Ability to travel to other HCVT offices and work on-site as needed * Available to work overtime as needed and to attend occasional evening events You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment. * Visit the Benefits section to learn more This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the range for this position is $50,000 to $55,000 with overtime pay. Connect with us: LinkedIn, Instagram, Facebook, HCVT Website #LI-GC1 #LI-Hybrid The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.
    $50k-55k yearly 40d ago
  • Manager, Transactions Advisory Services

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Irvine, CA 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: We are currently searching for a Manager to join our Transaction Advisory Service team within our Financial Advisory Services team. This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to meet their complex financial needs. 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. 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 - Baker Tilly Industries * 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: * Data gathering, document review and preparation of quality of earnings reports. * Research and financial analysis of target companies. * Due diligence for both buy side and sell side 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. * 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 Successful candidates will have: * 6+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines * Relevant bachelor's degree in accounting, finance or related * Certified public accountant (CPA) preferred, not required * 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 $114,000-$180,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $114k-180k yearly Auto-Apply 39d ago
  • Internal Audit & Risk Manager (Chinese Language Skills Required)

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Irvine, CA 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 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, internal control, governance, compliance, and internal audit 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 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, assessing, and managing financial and operational risks within their business processes, and systems, including complex multinational environments, experience with China entities is a plus. * Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement * 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, business objectives, and control environments across multiple aspects of SOX, internal audit, and other risk advisory engagements. * Provide strategic business advice to clients by assisting in the implementation of new processes and controls that address key risks * Assess, manage and optimize business risk across a wide range of areas, including SOX compliance, operational audit, and enterprise risk management (ERM) * Perform walkthroughs, risk and controls assessments, and control testing to evaluate the design of operating effectives of controls supporting SOX and operational compliance * Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients * 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 and firm standards * Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service * Facilitate 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 * Assist with managing SOX and risk advisory engagements, including 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 Successful candidates will have: * Bachelor's degree in accounting, finance or a related program * CPA or CIA designation(s) required * Fluent verbal/written communication in English AND Chinese (Mandarin) required * Flexibility to make periodic trips to China AND work during non-standard hours in United States, as needed * 5+ year(s) experience with executing and managing SOX, risk advisory, internal/external audit, business process reengineering, and/or internal controls * Experience as a client serving professional for a consulting firm desired * 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.
    $116.7k-221.3k yearly Auto-Apply 2d ago
  • CFO Advisory Services Principal

    Baker Tilly 4.6company rating

    Los Angeles, CA 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 Advisory CPA Firms? If yes, consider joining Baker Tilly (BT) as a Principal focused on CFO Advisory. Our practice helps CFOs, Controllers, and Finance Leaders improve the financial reporting processes to ensure that finance adds value to business operations. The CFO Advisory practice enables finance executives to achieve significant and sustainable performance through technical analysis and process improvement services. 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 be a leader and 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 in high growth mode and you want the opportunity to continue building out our clients 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: Lead engagements from technical accounting support, and audit, transaction, and IPO readiness, to supporting the Office of the CFO on an interim basis, and assisting with the design and enhanced performance of financial operations Positively impact clients' financial statements, profitability, and business operations Penetrate client engagements in the firm's primary target industries. Proactively engage with clients throughout the year to understand business goals and objectives Play an active role in providing valuable guidance and business recommendations Deliver business insight through thoughtful review, analysis, and discussion Manage cross-functional teams to deliver engagements 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 repeat referral sources, 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, helping associates meet their professional goals Qualifications Bachelor's degree in accounting required, master's or advanced degree desirable CPA required Fifteen (15+) years' experience with a combination of public accounting, audit, corporate financial accounting, and/or finance process consulting Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting Experience with IPOs and SEC filings a plus History of relationships with private equity firms and their portfolio companies 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
    $113k-178k yearly est. Auto-Apply 17d ago
  • Valuation Analyst - Real Estate Advisory

    Baker Tilly 4.6company rating

    Irvine, CA 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: Baker Tilly is looking for a Valuation Analyst to join our Real Estate Advisory Team in our Financial Advisory Services group! On the Real Estate Advisory team, you will assist on engagements primarily related to the valuation and advisory of real estate and real estate entities, which may include financial modeling, business enterprise valuations (of real estate entities), appraisals of real property for a variety of purposes, real and personal property valuations for financial reporting purposes (primarily ASC 805, ASC 820 and ASC 360). Conduct reviews of third-party valuations of real estate assets and entities and provide review commentary to Baker Tilly's audit engagement teams. Assist with research and development of firm published thought leadership. What you will do: Summarize and analyze financial data including entity, portfolio and property-level financial performance and forecasts Conduct economic, market and property level research Work with a variety of templates based upon project goals Develop unique valuation models Utilize discounted cash flow, direct capitalization, sales comparison approach, and cost approach valuation methodologies Develop narrative and summary format reports for client deliverables Demonstrate excellent team skills, positive attitude, and high ethical standards A willingness to work in an often fast paced project-based environment Maintain and expand knowledge base in area of expertise, comply with continuing education requirements; participate in professional organizations, independent study, etc. Qualifications: Bachelor's degree in Real Estate, Finance, Accounting, Economics or related field. Coursework in real estate and/or valuation a plus One to three (1-3) years finance or valuation experience Demonstrated analytical, problem-solving, organizational, interpersonal, project management, and communication skills required 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 Strong Microsoft Excel skills required Strong writing skills preferred Availability to travel for client related work Preference will be given to candidates with the following: Progress toward state certified real estate trainee license, the MAI designation awarded by the Appraisal Institute, the Accredited Senior Appraiser (ASA) from the American Society of Appraisers, or other valuation designations Completion of Uniform Standards of Professional Appraisal Practice (USPAP) and/or real estate valuation courses. Real estate asset management, audit or valuation experience Familiarity with subscription sources such as CoStar and Argus valuation software. The compensation range for this role is $77,000-$123,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $77k-123k yearly Auto-Apply 16d ago
  • Senior Consultant Transactions Advisory Services

    Bakertilly 4.6company rating

    Irvine, CA 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 39d ago
  • Senior Manager, Transactions Advisory Services

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Pasadena, CA 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: We are currently searching for a Senior Manager to join our Transaction Advisory Service team within our Financial Advisory Services consulting team. This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to meet their complex financial needs. 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. 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 - Baker Tilly Industries * 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: * Data gathering, document review and preparation of quality of earnings reports. * Research and financial analysis of target companies. * Due diligence for both buy side and sell side 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. * 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 Qualifications * 8+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines * Relevant bachelor's degree in accounting, finance or related * Certified Public Accountant (CPA) certification preferred * 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 $163,000-$240,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $163k-240k yearly Auto-Apply 39d ago
  • Analyst, Risk Management

    Baker Tilly 4.6company rating

    Los Angeles, CA 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: The Conflict Analyst will assist with the Firm's conflict clearing and client acceptance process. As part of that process, the Conflict Analyst will review proposed engagements across various service lines to assess whether they could result in conflicts that risk the Firm's finances, its reputation, or its client relationships. The role demands real-time risk analysis, practical problem-solving, and an ability to build relationships with senior decision makers across the Firm. Responsibilities: As part of the conflict check process, research new projects using available on-line resources, including court websites (if applicable) to perform an in-depth analysis of potential projects. Conduct database research for new projects to identify potential conflicts that risk the Firm's finances, its reputation, or its client relationships. Facilitate the resolution of any potential conflicts. Ensure data integrity within the conflict check database and client intake system. Support and assist with strategic projects, including enhancing technology related to conflict check system. Qualifications: 3 to 5 years of prior experience preferred Bachelor's degree required Strong analytical, technical, and organizational skills with an emphasis on detail Excellent verbal and written business communication skills Demonstrated problem-solving abilities. Commitment to professional growth and willingness to learn or take on new skills The compensation range for this role is $53,870 to $102,150. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $53.9k-102.2k yearly Auto-Apply 13d ago
  • Risk Advisory Services Managing Director

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Irvine, CA 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.
    $103k-147k yearly est. Auto-Apply 2d ago
  • Risk Advisory Services Principal

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Irvine, CA 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? Are you interested in being part of a National Practice in a premier Risk Services Practice? If yes, consider joining Baker Tilly (BT) as a Risk Advisory Services Principal. 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, IT, and cybersecurity best practices. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial principals in our field. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! What you'll do: * Provide leadership, management and strategic direction with a focus on providing an exceptional client service experience, an environment where associates can learn and grow and financial success obtained through growth and sound fiscal decision making * Translate firm vision and strategy into an actionable business plan, provide specific objectives to be accomplished and monitor progress * Team with marketing to develop sales and marketing plans, investigate and pursue areas for expansion of services within existing client base while also pursuing new clients, actively participate in proposals * Coordinate firm resources to ensure the best products and services are provided to clients * Ensure your team members are provided with meaningful training and development opportunities, are appropriately challenged by increasingly complex work, are presented with timely and thoughtful feedback and are positively recognized for their efforts * Oversee the profitability of the practice to include effective utilization of personnel, appropriate rates for services provided, timely collection of fees * 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 systems to ensure technology risks are managed: * Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement * 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 business advice to clients by assisting in the implementation of new processes and controls that address key risks * Assess, manage and optimize business risk across a wide range of areas, including operational audit, enterprise risk management (ERM) and SOX compliance * Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients * Be responsible for significant new business development, including identifying, sourcing, pursuing, and winning risk advisory opportunities * 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 * Lead professional and effective presentations to internal and external audiences Qualifications Strong candidates are recognized industry experts with well-rounded experience working with risk services, specifically: * Bachelor's Degree in Accounting, Accounting Information Systems, or related program * CPA or CIA designation(s) required * Twelve (12)+ year(s) experience with risk advisory, internal/external audit, business process reengineering, and/or internal controls, with internal audit experience in the technology, real estate, life sciences, financial services or healthcare preferred * Seven (7)+ year(s) of supervisory experience, mentoring and counseling associates * Successful track record of building and growing a Risk Advisory practice, including building a team, a client base and managing revenue * Proven track record of new business development * 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 travel as needed for client engagements
    $121k-174k yearly est. Auto-Apply 2d ago
  • Tax Senior Manager - High Net Worth Tax

    Eide Bailly 4.4company rating

    Eide Bailly job in Los Angeles, CA

    Work Arrangement: Remote A Day in the Life As a Tax Senior Manager in our high-net-worth tax practice, you will be responsible for working with individual tax clients to assist them with the transition of wealth from one generation to the next. A typical day as a Tax Senior Manager might include the following: * Interpreting and reviewing various legal documents in relation to estate and business succession planning. * Technical research on individual, trust and estate planning and compliance matters for clients. * Assisting individual clients who may have varied levels of income tax and estate planning knowledge. * Looking at the tax situation of the individual, their trusts, and their estate from various angles to ensure the maximum tax benefit is applied. * Implementing the planning process to create plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow. * Managing client relationships by proactively seeking solutions that add value to the client experience. * Assist in preparation of marketing materials and presentation of internal and external webinar trainings. * Preparing and reviewing individual, gift, estate and fiduciary tax returns. * Working with staff to ensure individual, gift, estate and fiduciary tax returns are completed correctly by required deadlines and under firm processes. * Coaching and mentoring staff. * Participating in business development activities. * Working with the firm Wealth Transition Services team on various projects. Who You Are * You have a Bachelor's degree in Accounting, an active CPA license, law degree, or Enrolled Agent (EA) certification. * You have 7+ years of experience in public accounting including experience working with high-net-worth individual clients and their advisors. * You are an excellent communicator -- your verbal and written communication skills are outstanding. * You have expertise in individual income tax and estate tax planning. * You may have experience with flow-through entities and private foundations. * You are a multi-tasking master and there is never a deadline you can't meet. * You have experience developing business and networking. 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 (as applicable) $150,000-$190,000. 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-BL1 #LI-HYBRID
    $150k-190k yearly Auto-Apply 8d ago
  • Tax Experienced Associate- Flow through & individual

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Irvine, CA 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? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Experienced Associate for our Woodland Hills office! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. 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 grow professionally and develop your client service and technical accounting 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 federal tax compliance and consulting services to industry specific clients: Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies Participate in tax research projects on a variety of tax issues, help to draft IRS responses and address other tax authority inquiries Team with leaders on special projects in various areas of corporate and flow through taxation such as accounting methods and ASC740 Develop recommendations for the client to consider and share with leadership to discuss and strategize Communicate and team with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas 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 externally with clients Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications Successful candidates will have: Bachelor's degree in accounting or law, or a related degree in business, and sufficient course work and credits to sit for the CPA and/or Bar exam in the state you are being considered CPA or JD license preferred One (1)+ year(s) of experience providing federal tax compliance and consulting services in a public accounting firm preferred 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 There is currently no immigration sponsorship available for this position The compensation range for this role is $57,460 to $108,930. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $57.5k-108.9k yearly Auto-Apply 60d+ ago
  • Audit Senior / Supervising Senior

    Holthouse Carlin & Van Trigt LLP 4.3company rating

    Long Beach, CA job

    Come for the Challenge. Stay for the Experience. At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience. What We Do and Who We Serve We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing. We Live Our Core Values Our values guide us in our day-to-day interactions with our clients and each other-Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team. Discover How Far You Can Go. Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on-the kind of work that helps you develop and refine your skills to advance in the profession. Hybrid Work HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible. As a Senior or Supervising Senior in our Audit service line, you will be responsible for but not limited to the following: * Supervise teams of staff accountants and review staff deliverables for accuracy while providing feedback and guidance * Participate in planning and lead the day-to-day execution of the audit according to auditing standards * Prepare high-quality work product for supervisor review * Complete assigned projects within engagement timelines and budget guidelines * Identify accounting issues and propose strategies to resolve them * Think creatively to discover innovative solutions to engagement efficiency and effectiveness * Communicate status of work and issues with managers or partners on a timely basis * Build strong relationships with client personnel and serve as the client's primary contact where appropriate * Effectively utilize firm audit software and research tools to continually learn, share knowledge, and enhance the quality of service to clients * Delegate assignments effectively and provide on-the-job training to help staff develop analytical and client relationship-building skills * Take initiative to assist staff and encourage teamwork and an open exchanges of ideas * Identify areas of potential process improvement for clients and recommend best practices * Participate in trainings, recruiting events, and firm activities To be successful, these are the skills, qualities and experience you will need: * 2+ years of experience depending on relevant work experience * Bachelor's degree in accounting or related major required * CPA License or demonstrated progress towards obtaining license; Passed all four parts of the CPA exam is strongly preferred. * Bachelor's degree in accounting or rel * Strong technical aptitude of accounting skills with proficiency in US GAAP and GAAS * Exhibit leadership skills that demonstrate strong judgement, problem-solving, and decision-making abilities * Strong verbal and written communication skills in a professional setting * Ability to learn in a fast paced environment and receptive to feedback and coaching * Ability to multi-task, prioritize responsibilities, and take initiative on projects * Effective time management and organizational skills, including the ability to supervise more than one engagement at a time * Can work independently and manage multiple assignments in a dynamic environment * High attention to detail * A positive attitude and a team player mentality, willing and eager to assist others with a can-do spirit * Is committed to delivering the highest level of client service and willing to go the extra mile to meet deadlines * Exhibit a high degree of professionalism and ethical conduct You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment. * Visit the Benefits section to learn more This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the range for this position is $95,000 to $130,000. Connect with us: LinkedIn, Instagram, Facebook, HCVT Website #LI-AM1 #LI-Hybrid The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.
    $95k-130k yearly 44d ago
  • Senior Administrative Business Partner

    Bakertilly 4.6company rating

    Los Angeles, CA 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: The Sr. Administrative Business Partner is responsible for facilitating and delivering administrative services to support leaders and client service functions and teams. Works closely with the Supervisor, Client Delivery Services and other team leaders to facilitate day-to-day administrative processes, optimize service delivery, and provide guidance and administrative subject matter expertise. Responsibilities: Deliver and facilitate administrative services to support leadership and client delivery functions and teams. Manage multiple calendars, organize meetings, coordinate travel logistics, and manage time & expense entry. Maintain relationships with clients and assist with client communications Coordinate all aspects of client event planning and management Serve as point of contact for team leadership meetings and events Conduct team expense review and approvals according to set policies Provide support with preparing, editing, and formatting deliverables, correspondence, presentations, reports, and other materials. Provide system data entry support. Assist with London office projects and provide backup to other team members, as necessary Qualifications: Minimum of 3+ year(s) experience required / 5+ year(s) preferred in related field Certificates (List) Highschool Diploma required, Associates Degree preferred Availability to work some evenings and weekends as needed in order to meet client needs Ability to demonstrate advanced working knowledge of Microsoft Office Suite and meeting platforms Demonstrated subject matter expertise in one or more Client Service Delivery process areas Ability to take initiative to establish and build stakeholder relationships and identify service delivery opportunities Ability to work autonomously and collaboratively while providing guidance, training, and support Excellent written and verbal communication skills and demonstrated ability to communicate clearly and concisely Ability to deliver, solicit, receive, and apply feedback Demonstrated analytical, organization, interpersonal, and critical thinking skills Ability to effectively prioritize obligations based on importance with a keen sense of accuracy and attention to detail The compensation range for this role is $26.00 to $49.10. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $26-49.1 hourly Auto-Apply 17d ago
  • Office Services Assistant, Temporary

    Bakertilly 4.6company rating

    Los Angeles, CA 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 The compensation range for this role is $18.00 to $34.10. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $18-34.1 hourly Auto-Apply 60d ago
  • Bookkeeping Senior Associate

    Eide Bailly 4.4company rating

    Eide Bailly job in Los Angeles, CA

    Work Arrangement: In-office A Day in the Life A typical day as a Bookkeeping Senior Associate in Woodland Hills, CA might include the following: * Work closely with clients to assess general bookkeeping needs. * Properly code and complete data entry of bank statements and other bookkeeping transactions for clients. * Reconcile client bank, credit card, and loan accounts. * Process month-end calculations, reconciliations, and journal entries for various balance sheet accounts; provide an analysis of GL accounts. * Complete the month-end process for clients. * Prepare reports, returns, and other documents as required, including sales tax reports, year-end tax forms, monthly/quarterly/annual financial statements, and other reports required by clients. * Prepare and distribute 1099, 1098, 1096 and other related tax forms. * Provide back up support as needed to other bookkeeping team members and their clients. * Assist with training associate-level bookkeeping staff. * Ensure timely and accurate performance on assigned projects. * Maintain compliance with project budgets, turnaround times, and deadlines. Who You Are * You have the ability to demonstrate an understanding of basic accounting concepts. * You are detail oriented and incredibly accurate. * 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. * You have the ability to establish and maintain effective working relationships with co-workers and clients. * You are proficient with computers, Microsoft Office (Word and Excel), QuickBooks, and using various software packages. * Associate's Degree in Accounting or equivalent work experience required. * 3+ years of bookkeeping experience preferred. Must be authorized to work in the United States now or in the future without visa sponsorship. Culture at Eide Bailly Integrity. Meaningful Relationships. People. Authenticity. Trust. That's how we work. Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. Our people are the foundation for our success. People join Eide Bailly for the opportunities and stay because of the culture. We're focused on building 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 growth and success, and benefits that put you and your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation $30.00-$40.00 per Hour. 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-LH
    $30-40 hourly Auto-Apply 8d ago

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