M&A Operational Manager- Advisory
Eisneramper job in Miami, FL
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
EisnerAmper is seeking an M&A Operational Manager to work with the Advisory M&A Growth Leader to manage, assess and facilitate inorganic growth opportunities for the Advisory service line including combinations, lift-outs, and acquisitions. This individual will be a key liaison between the Advisory Service Line, the General Counsel's Office (GCO) and the Corporate Development Team.
What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top “Places to Work” awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What Work You Will be Responsible For:
Manage Deal Pipeline: Manage deal pipeline, actively assess and advance deals through the pipeline to successful conclusion.
Strategic Planning: Collaborate with the M&A Growth Leader to develop and implement inorganic growth strategies for the advisory practice.
Stakeholder Engagement: Build and maintain strong relationships with internal and external stakeholders, including clients, partners, and team members.
Risk Management: Identify and mitigate project risks, ensuring proactive resolution of issues.
Performance Monitoring: Track project performance using appropriate tools and techniques, providing regular updates to senior management.
Continuous Improvement: Drive process improvements and best practices within the M&A advisory team.
Basic Qualifications:
Bachelor's Degree in Accounting or Finance with 6+ years' experience in deal-making and execution in the professional services industry.
Prior management experience of 2+ years
Preferred candidates also have:
Masters Degree in Business/Finance/Accounting a plus
Strong proficiency in financial storytelling with the ability to have a ‘big picture' perspective. Skilled in presenting complex analysis in a concise, insightful manner.
Hands-on experience in developing and leading deal processes from inception through execution
Ability to do advanced financial data analysis that may require synthesizing large volume of data to generate meaningful insights.
Attention to details and solid understanding of how business drivers impact KPIs.
Advanced Excel user with hands-on experience in building financial models and performing scenario analysis.
Experience in building and delivering PowerPoint presentations to senior management
Proactive, intellectually curious and driven professional who is self-directed and thrives in a challenging setting
Effective leader, skilled communicator and proven relationship builder, and team player
Strong critical thinking and problem-solving skills
Passionate, positive attitude, with a deep desire to learn and teach
Knowledge of combination contracts, covenants, structures and related financials.
Enjoys working in fast-paced environment; sense of urgency
Excellent organization skills and attention to detail
Ability to make thoughtful decisions, quickly
This is a full-time position that will require overtime driven by deal flow and execution.
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state or local law.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax and business advisory firms in the U.S., with more than 4,500 employees including 450 partners across the country. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients.
Should you need any accommodations to complete this application please email: *********************************
#LI- Remote
#LI- LH1
Preferred Location:New York
For NYC and California, the expected salary range for this position is between
85000
and
150000
The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Auto-ApplyTax Partner- Private Client Services (PCS)
Eisneramper job in Fort Lauderdale, FL
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
We are seeking a Tax Partner for our Private Client Services (PCS) team in West Palm Beach. In this role you will be involved both in new business opportunities as well as servicing existing long standing clients in a compliance/consulting role. You will also be involved in thought leadership opportunities, technology initiatives, as well as developing and mentoring staff.
What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top “Places to Work” awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What Work You Will be Responsible For:
Perform partner level compliance review and tax return signoff
Handle client consultations on planning opportunities and changes in tax law
Working on proposals and assisting in developing new business
Meeting prospective clients and developing relationships with new and existing clients
Expanding services to existing clients
Supervising engagements and special projects undertaken by the firm
Overseeing all aspects of the client engagement
Supervising, training and evaluating advanced level staff
Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax function
Maintaining exceptional technical knowledge of new tax issues and general business trends that affect the client
Basic Qualifications:
Bachelor's degree in Accounting or equivalent field
CPA or JD
15 + years of progressive tax experience
2+ years as a Partner or Director at a public accounting firm
10+ years of supervisory experience, mentoring and counseling associates
Experience working with high net-worth individual, family office clients and closely-held businesses
Master's degree in Accounting or equivalent field
Experience acquiring new clients and growing a book of business
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.
About our Tax Team
As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way.
A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs.
Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
Should you need any accommodations to complete this application please email: *********************************.
#LI-JB1
Preferred Location:West Palm Beach
Auto-ApplyAssurance Intern - Summer 2027 (Miami)
Miami, FL job
BDO is a place for energetic self-starters who can think and act like entrepreneurs. As an Intern in our Assurance practice, you will begin to utilize your educational background as well as your organizational skills as you serve the firm's dynamic client base. You will assist in problem solving and fact-finding, working side-by-side with more experienced team members who can provide you with direction, coaching and learning opportunities. This opportunity will allow you to gain a unique hands-on perspective on our firm's practices and people, as well as beginning to forge the critical relationships that will help maximize your chance for success in your career.
Job Duties:
Typical responsibilities will include:
* Participates in a structured on-the-job training program and become familiar with Generally Accepted Accounting Principles and Generally Accepted Auditing Standards
* Becomes familiar with BDO specific audit methodology to assist with various stages of the audit process
* Provides various support functions to the audit staff during engagement
* Communicates with the clients' customers, creditors, banks and related parties concerning audit issues
* Prepares and documents work in working papers utilizing BDO specific tools and templates
* Contributes ideas/opinions to the audit teams and listen/respond to other team members' views
* Completes one assigned accounting or audit related research project and able to present findings to a panel of Assurance professionals
* Other duties as required
Qualifications, Knowledge, Skills and Abilities:
Education:
* Enrolled in a Bachelors or Masters program in Accounting, required
* Pursuing a masters degree in Accounting, preferred
Experience:
* Leadership experience, preferred
License/Certifications:
* Actively pursuing school credits to become a CPA
Software:
* Proficient in Microsoft Office Suite, specifically Word, Excel and PowerPoint, required
Other Preferred Knowledge, Skills & Abilities:
* Strong written and verbal communication skills
* Ability to follow instructions as directed
* Ability to work effectively in a team setting
* Positive attitude and willingness to learn
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $40.00/hr - $45.00/hr
Colorado Range: $34.00/hr - $38.00/hr
Illinois Range: $36.00/hr - $40.00/hr
Maryland Range: $34.00/hr - $38.00/hr
Massachusetts Range: $36.00/hr - $40.00/hr
Minnesota Range: $32.00/hr - $36.00/hr
New Jersey Range: $34.00/hr - $42.00/hr
NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr
Washington Range: $35.00/hr - $40.00/hr
Washington DC Range: $34.00/hr - $38.00/hr
Senior Associate, Risk Advisory Services
Miami, FL job
The Assurance Senior, Risk Advisory Services is responsible for providing risk consulting and issues resolution to clients in the areas of contract compliance, SOX, internal audit business process improvement, information technology, and fraud investigations. In this role, the Assurance Senior, Risk Advisory Services will participate in all stages of a contract compliance, internal audit or consulting engagement and provide assistance with planning, field work, engagement wrap up and report composition, along with providing recommendations regarding client economic and legal risks. The Senior will also provide services including examinations for royalties, revenue-sharing, franchise fees, profit participation, production cost and merchandise licensing.
Job Duties:
* Acts as primary contact for clients regarding basic questions and information
* Conducts informational interviews and facilitates meetings with clients during engagement process
* Obtains information, documents and data from clients to support the completion of analysis and research of client issues
* Documents and analyzes the client's processes, risks and controls with guidance and direction from senior Risk Advisory Services professionals
* Reviews client contracts and develops contract summaries, including key provisions and financial information based on type of contract
* Develops initial deliverables and/or solutions to client issues
* Dynamically reassess risk and communicate with senior Risk Advisory Services professionals and/or client as necessary
* Assists with the management of the engagement to ensure engagement metrics are achieved
* Utilizes research tools, databases and trade publications to develop understanding of client's industry
* Develops relationships with client personnel and management members
* Prepares formal and informal presentations for client meetings
* Partners with Risk Advisory Services leadership to complete research and draft proposals and reports, as necessary
* Implements project plans, maintains all documentation and work papers associated with client engagements
* Conducts risk assessment of assigned department or functional area in established / required timeline while oversees staff
* Establishes risk-based audit programs
* Determines scope of review in conjunction with the Engagement Manager
* Documents financial reporting cycles or internal audit area and identifies key controls
* Assesses internal control design and operational effectiveness
* Conducts audit testing of specified area and identifies reportable issues and dimension of risk
* Determines compliance with appropriate legislation and/or audit policies and procedures
* Communicates findings to senior management and drafts comprehensive report of audited area
* Other duties as required
Supervisory Responsibilities:
* Supervises the day-to-day workload of Risk Advisory Services Associates on assigned engagements and reviews work product
* Ensures Risk Advisory Services Associates are trained on all relevant audit software and engagement processes and procedures
* Delivers periodic performance feedback and completes performance evaluations for Risk Advisory Services Associates
* Acts as mentor to Risk Advisory Services Associates, as appropriate
Qualifications, Knowledge, Skills and Abilities:
Education:
* Bachelor's degree in Accounting or Finance, required
Experience:
* Two (2) or more years of experience within a public accounting firm or industry environment performing internal audit, consulting or risk services, required
* Prior experience with internal controls including flowcharts, documentation and testing of controls, required
* Experience with Internal Audit and Sarbanes Oxley with a focus in entities wide risk assessment, required
* Experience performing contract compliance audit, specifically royalties and franchising agreements, required
* One (1) or more years of prior supervisory experience, preferred
License/Certifications:
* CPA or CIA certification, preferred
Software:
* Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required
* Prior experience with various assurance applications and research tools, preferred
* Working knowledge of data analytics software such as IDEA or ACL, preferred
Other Knowledge, Skills & Abilities:
* Solid understanding and experience planning and coordinating the stages to perform an audit
* Knowledge of internal accounting controls, professional standards and regulations and systems
* Strong verbal and written communication skills
* Ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm
* Ability to successfully multi-task while working independently and within a group environment
* Superior analytical and diagnostic skills
* Capable of working in a demanding, deadline driven environment with a focus on details and accuracy
* Ability to adapt to rapidly changing environments successfully
* Solid organizational skills especially ability to meet project deadlines with a focus on details
* Capable of effective managing a team of professionals and delegating work assignments as needed
* Build and maintain strong relationships with client personnel
* Travel as needed
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $85,000 - $100,000
Colorado Range: $85,000 - $100,000
Illinois Range: $85,000 - $100,000
Maryland Range: $85,000 - $100,000
Massachusetts Range: $85,000 - $100,000
Minnesota Range: $85,000 - $100,000
New Jersey Range: $85,000 - $100,000
NYC/Long Island/Westchester Range: $85,000 - $100,000
Washington Range: $85,000 - $100,000
Vermont Range: $85,000 - $100,000
Washington DC Range: $85,000 - $100,000
Tax Supervisor, Private Client Group
Boca Raton, FL job
Job Description
Title: Tax Supervisor, Private Client Group
Department: Tax, Private Client Group
Supervises: Seniors
Role Type: Full-time
ABOUT THE COMPANY:
Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.
Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.
ABOUT THE POSITION:
We are seeking a highly skilled and motivated Tax Supervisor to join our Private Client Practice team. The ideal candidate will have extensive experience in providing tax services to high-net-worth individuals, trusts, private foundations, estates, and family investment partnerships. The Tax Supervisor will play a key role in managing client relationships, overseeing tax compliance, and providing strategic tax planning advice to optimize our clients' financial positions.
RESPONSIBILITIES:
Serve as the primary point of contact for high-net-worth clients and family offices, building and maintaining strong relationships based on trust and expertise.
Oversee the preparation and review of complex tax return filings for individuals, family investment partnerships, trust, gift, and estate tax returns.
Understand clients' financial goals and objectives, providing personalized tax planning and advisory services.
Ensure compliance with federal, state, and local tax laws and regulations.
Conduct in-depth analysis of clients' financial situations to identify tax-saving opportunities and minimize liabilities.
Develop and implement comprehensive tax strategies to optimize clients' financial positions.
Supervise and mentor junior staff, providing technical guidance and fostering professional development.
Collaborate with partners and senior management to develop and implement training programs for staff members.
Stay abreast of changes in tax laws and regulations, assessing their impact on clients and advising accordingly.
Conduct research on complex tax issues and provide innovative solutions to clients.
QUALIFICATIONS:
Education:
Bachelor's degree in accounting, finance, or related field.
CPA certification preferred.
Experience:
4 + years of experience in tax compliance and advisory services for high-net-worth individuals and families.
Strong knowledge of federal, state, and local tax laws and regulations.
Excellent analytical and problem-solving skills.
Exceptional client relationship management abilities.
Proficiency in tax software and Microsoft Office Suite.
Strong leadership and team management skills.
Compensation:
Competitive annual salary in the range of $115,000 to $142,000 based on individual's experience level.
Anchin provides comprehensive benefits, which you can view here.
Attributes:
Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.
Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.
Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.
Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.
Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.
Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.
Action Oriented: Proactively seeks out new and challenging work.
Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.
Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************
BDO Capital Advisors - Investment Banking Associate
Miami, FL job
The BDO Capital Advisors Experienced Senior Associate is responsible for utilizing previously obtained educational background, along with established organizational and project management skills to successfully service clients of BDO Capital Advisors. In this role, the BDO Capital Advisors Experienced Senior Associate will work within a team environment to actively manage and assist in the analysis and resolution of client matters while taking direction and receiving guidance from senior management members. The Experienced Senior Associate will be involved in all stages of client management, including identification of prospective client opportunities, completion of industry and client research and assisting in the development of client presentations and appropriate documentation.
Job Duties:
* Supports the execution and the origination of M&A transactions including private sell-sides, buy-sides, etc.
* Oversees the building and maintenance of complex financial/valuation models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses
* Develops client relationships through deal execution and pitching, as appropriate
* Analyzes companies and industries and works directly with client management teams
* Prepares pitch books, sells memoranda and management presentations
* Develops client relationships through deal execution and pitching as well as communicates and interacts with internal coverage partners and product areas
* Manages several projects at once and works effectively as an individual and as a leader of a team, including managing associates and analysts
* Participates in the recruitment, development, and training of junior bankers (analysts, associates, summer analysts/associates, incoming classes)
Supervisory Responsibilities:
* Supervises and leads small teams of Associates and Analysts to complete necessary work products as related to individual sell side transactions
Qualifications, Knowledge, Skills and Abilities:
Education:
* Bachelor's degree in Accounting, Business Administration, Economics, Finance, or Statistics, required
* MBA, preferred
Experience:
* Three (3) or more years of experience at a bulge bracket, reputable boutique, regional investment bank, or similar corporate finance vertical, required,
* Experience in middle market M&A sell side investment banking, preferred
License/Certifications:
* FINRA Series 7/79 and 63 (if not currently held, will be required shortly after hire), required
Software:
* Proficient in the use of Microsoft Office Suite and research tools such as CapitalIQ, FactSet, Bloomberg, Intralinks, preferred
Language:
* N/A
Other Knowledge, Skills & Abilities:
* Excellent verbal and written communication skills
* Superior analytical and research skills
* Solid organizational skills especially ability to meet project deadlines with a focus on details
* Ability to successfully multi-task while working independently or within a group environment
* Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
* Ability to successfully interact with professionals at all levels
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $130,000 - $150,000
Maryland Range: $130,000 - $150,000
NYC/Long Island/Westchester Range: $130,000 - $150,000
Vice President, BDO Capital Advisors - Investment Banking
Miami, FL job
The Vice President, BDO Capital Advisors is an integral part of the transaction and business development team. This role oversees the preparation of financial analyses, conducts due diligence, develops marketing materials, and participates in the execution of a wide variety of transactions. This position also plays an integral role in managing client interactions as well as leading marketing efforts. Additionally, the Vice President, BDO Capital Advisors is actively involved in the recruiting and training of junior professionals. Ideal candidates for this position are dynamic, highly motivated individuals with a strong work-ethic and demonstrate a commitment to the growth of the firm as a leader in the middle market.
Job Duties:
Manages and reviews work product of junior investment banking professionals
Supports Managing Directors in all aspects of firm marketing, business development, and deal execution
Oversees the preparation, analysis, and explanation of historical and projected financial information
Oversees business due diligence
Oversees the preparation of confidential information memoranda, management presentations, marketing materials, pitch books, and other presentations as needed
Oversees the creation of quantitative analyses, financial models, company valuation analyses, etc.
Performs extensive and in-depth industry research to support client and marketing engagements
Builds relationships and maintains direct contact with clients, prospective clients, and professional advisors
Develops and implements a personal business development program to position the role for long-term success
Other duties as required
Supervisory Responsibilities:
Supervises and leads a small team of Associates/Analysts
May act as a Career Advisor to Associates and Senior Associates, as assigned
Qualifications, Knowledge, Skills, and Abilities:
Education:
Bachelor's degree in business, finance, or accounting, required
MBA, preferred
Experience:
Seven (7) or more years of professional work experience with a minimum of 4 years of direct transaction experience preferably within Investment Banking or other financial vertical, required
License/Certifications:
FINRA Series 7 or 79 and 63, or in active pursuance of licensure, required
Software:
Proficient in the use of Microsoft Office Suite, required
Research tools such as CapitalIQ, preferred
Language:
N/A
Other Knowledge, Skills, & Abilities:
Superior organizational and time management skills and the ability to efficiently manage multiple projects in a fast-paced work environment
Excellent written and verbal communication, listening, problem solving, interpersonal, and relationship-building skills
Strong financial modeling, research, and financial analysis skills
Ability to conduct thorough, independent quantitative and qualitative research
Ability to travel as needed
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $150,000 - $225,000 Maryland Range: $150,000 - $225,000 NYC/Long Island/Westchester Range: $150,000 - $225,000
Auto-ApplyCore Tax Intern - Winter 2027 (Miami)
Miami, FL job
BDO is a place for energetic self-starters who can think and act like entrepreneurs. The Tax Intern, Core Tax Services will be responsible for utilizing their educational background as well as organizational skills in the service of firm's client base through the preparation of returns and extensions under the supervision of more experienced Core Tax Services professionals. This opportunity will allow you to gain a unique hands-on perspective on our firm's practices and people, as well as beginning to forge the critical relationships that will help maximize your chance for success in your career.
Job Duties:
Tax Compliance
Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”)
Effectively uses referencing system and workpapers that ties to the return
Completes tasks and organizes file to minimize rework by reviewer
Ensures data is collected to comply with filing requirements
Takes initiative on impending due dates/engagement letters
Works with tax software applications to complete simple tax returns for review
Performs quarterly estimates and prepares extensions
Assists with responses to notices from the Internal Revenue Service
Assists in the projection of year-end filings
ASC 740-10 (FAS 109 and FIN 48) Tax Accruals
Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48
Assists with components of income tax provisions
Tax Consulting
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes
Operates online research tools to gather pertinent tax information
Monitors tax law and client factual developments on a regular basis, daily or weekly but at least bi-weekly
Develops and communicates to client service team personnel, viewpoints regarding how those developments might affect clients
Other duties as required
Qualifications, Knowledge, Skills and Abilities:
Education:
Enrolled in a Bachelors or Masters program in Accounting or other relevant field required
Pursuing a masters degree in Accounting or other relevant field preferred
Experience:
Leadership experience preferred
License/Certifications:
Actively pursuing school credits to become a CPA
Software:
Proficient in Microsoft Office Suite, specifically Word, Excel and PowerPoint
Other Preferred Knowledge, Skills & Abilities:
Strong written and verbal communication skills
Ability to follow instructions as directed
Ability to work effectively in a team setting
Positive attitude and willingness to learn
Seeks advice of appropriate superiors regarding issues related to compliance
Ability to prepare simple tax returns
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $40.00/hr - $45.00/hr
Colorado Range: $34.00/hr - $38.00/hr
Illinois Range: $36.00/hr - $40.00/hr
Maryland Range: $34.00/hr - $38.00/hr
Massachusetts Range: $36.00/hr - $40.00/hr
Minnesota Range: $32.00/hr - $36.00/hr
New Jersey Range: $34.00/hr - $42.00/hr
NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr
Washington Range: $37.00/hr - $38.00/hr
Washington DC Range: $34.00/hr - $38.00/hr
Auto-ApplyManager - Tax Controversy, National Office (JD Required)
Eisneramper job in Fort Lauderdale, FL
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
What it Means to Work for EisnerAmper:
* As a Tax Controversy Manager, you will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
* You will have the flexibility to manage your days in support of our commitment to work/life balance
* You will join a culture that has received multiple top "Places to Work" awards
* We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
* We understand that embracing our differences is what unites us as a team and strengthens our foundation
* Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What Work You Will be Responsible For:
* Assist with IRS examinations and appeals, including responses to Information Document Requests, Notices of Proposed Adjustments and preparation of appeals protests
* Help prepare penalty abatement requests and relief requests for missed elections
* Address collection matters including Installment Agreements, Offers in Compromise and Collection Due Process Hearings
* Perform tax research and draft tax memoranda on a broad range of federal tax issues.
* Contact the IRS Service Center and correspond on various tax account issues
* Assist with training programs and thought leadership publications
* Mentoring staff
Basic Qualifications:
* JD is required
* Passed any state bar exam
* 5+ years Tax Controversy of experience
Preferred Qualifications:
* LLM or Masters in Taxation
* Judicial clerkship or other government experience and/or accounting background
* CPA
* 7+ Years experience
* Strong technical tax research skills
* Excellent written, oral communication, and time management skills
* Ability to work independently and as part of the national tax controversy team
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.
About Our Tax Team:
As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way.
A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation, and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs.
Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
Should you need any accommodations to complete this application please email: *********************************.
For Minnesota and Illinois, the expected salary range for this position is between $120,000 and $160,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
#LI-Hybrid
#LI-TJ1
Preferred Location:
New York
For NYC and California, the expected salary range for this position is between
85000
and
150000
The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Auto-ApplySenior Accountant - Outsourced Accounting Services (Special Projects)
Eisneramper job in Miami, FL
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
EisnerAmper has experienced significant growth and is seeking a Senior Accountant for our Outsourced Accounting team focused on special projects. You will play a crucial role in supporting the financial operations and accounting processes for our clients in various sectors. This position involves preparing and maintaining accurate financial records, supporting month-end close processes, and ensuring compliance with accounting standards. The Senior Accountant will collaborate with cross-functional teams and clients to ensure timely and accurate financial reporting and assist with key business decisions.
Please note that this is a hybrid position, where you would be expected to go to our local office or client location, as needed. You must be available to work Eastern and/or Central time zones.
What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance.
You will join a culture that has received multiple top “Places to Work” awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What Work You Will be Responsible For:
Assist the team through all phases of a client engagement including work planning, mobilization, execution, and closeout consistent with established program delivery processes to meet the scope, schedule, budget, and other contract requirements.
Ensure that the scope of work is completed to the satisfaction of the client and key stakeholders, while simultaneously ensuring that quality, financial, risk management, business and policy expectations are met.
Communicate and work on a variety of assignments potentially including progress and status, scope, schedule, and budget as well as progress of deliverables, client reviews, technical input, and comment resolution.
Ensure compliance with applicable policies and procedures, laws and regulations, and keeps current on compliance-related areas.
Perform research for technical accounting issues as appropriate; formulates resolution of issues identified through the research process.
May provide on-site, virtual or augmented business services for client.
Participate in the preparation of deliverables/reports for review that include any noted issues, trends and other micro/macro level risks identified through the execution of activities.
Provide support on other consulting projects, as necessary.
Proactively communicates any issues/concerns relating to assignments.
Prepares for relevant certification exams until completed and maintains the required CPE for firm and licensing requirements.
Basic qualifications:
Bachelor's degree in Accounting, Finance or related field
3+ years of relevant accounting or auditing experience or within an outsourced accounting team
Preferred/Desired Qualifications:
CPA or pursuing CPA certification
Ability to learn and understand new concepts, workflows, and software applications.
Highly organized with strong attention to detail.
Perform effectively, efficiently and with quality under tight deadlines and manages multiple priorities.
Excellent interpersonal, written, and verbal communication skills. Professionally and appropriately communicates with a diverse group of individuals.
Demonstrate a positive attitude, proactive nature, and be receptive to feedback.
Exhibit professionalism and maintain the highest level of confidentiality.
Ability to work independently with minimal supervision and within a team environment.
Technically proficient with the capability of performing at an intermediate or advanced level with respect to the Microsoft Office Suite of products (specifically Excel, and Word, Outlook).
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.
About our Outsourced Services Team:
The EisnerAmper Outsourcing group brings our team's specialized knowledge of accounting directly into the offices of a wide range of partners. When we work with a client, we become part of their business, and we don't take that lightly. Armed with cutting-edge industry technology and outsourcing practices, we're given the tools to both provide best-in-class service and constantly grow as professionals. Through our team-based culture of creativity and collaboration across all levels, we hold each other accountable to always look for new innovative ways to grow as a group, better serve our clients, and advance in our careers. Because we are a rapidly growing group, EisnerAmper Outsourcing employees have the opportunity to make a lasting impact on the business and its direction. Everyone has a voice to bring new ideas to the table, which are backed by the confidence, expertise, and global reach of the larger firm.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
Should you need any accommodations to complete this application please email: *********************************
Preferred Location:New York
For NYC and California, the expected salary range for this position is between
80000
and
115000
The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Auto-ApplyTax Senior Manager, Private Client Group
Boca Raton, FL job
Title: Tax Senior Manager, Private Client Group
Department: Private Client Group
Supervises: Tax Managers
Role Type: Full-time
ABOUT THE COMPANY:
Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.
Anchin is consistently recognized as one of the “Best of the Best” accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.
ABOUT THE POSITION:
Anchin is seeking a Tax Senior Manager with a specialty in fiduciary taxation and estate planning to service high-net-worth individuals and families. This role involves managing a team of professionals, providing strategic guidance to clients, ensuring compliance with tax laws and regulations, collaborating with the client's other financial advisors, and fostering strong client relationships. The Senior Manager plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently.
RESPONSIBILITIES:
Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns.
Build and maintain strong relationships with high-net-worth clients and their families.
Understand clients' financial goals, objectives, and family dynamics.
Provide expert advice on trust and estate planning strategies tailored to individual client needs.
Provide guidance, training, and support to team members.
Review complex trust and estate planning documents prepared by attorneys to ensure consistency with family's goals.
Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients' objectives.
Collaborate with legal professionals to construct and review trust agreements, wills, and other estate planning documents.
Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes.
Provide guidance on gifting strategies, charitable giving, and philanthropic endeavors.
Stay updated on changes in tax laws and advise clients on tax-efficient strategies.
Work closely with legal professionals, financial advisors, and investment managers to coordinate comprehensive wealth management services for clients.
Collaborate with other departments within the organization to provide integrated solutions to clients' financial needs.
Work with legal counsel to resolve disputes and challenges related to trusts and estates.
QUALIFICATIONS:
Education:
Bachelor's degree in law, accounting, finance, or related field.
A Juris Doctor (JD) degree and/or Certified Public Accountant (CPA) certification is preferred.
Experience:
8 + years of experience in high-net-worth tax and trust and estate planning for high-net-worth clients.
Strong knowledge of trust and estate laws, tax laws, and regulations.
Excellent leadership and team management skills.
Exceptional communication and interpersonal skills for building and maintaining client relationships.
Detail-oriented with a high level of accuracy in work.
Ability to analyze complex financial situations and develop customized solutions.
Strong organizational skills and ability to manage multiple client relationships and projects simultaneously.
Compensation:
Competitive annual salary in the range of $160,000 to $220,000 based on individual's experience level.
Anchin provides comprehensive benefits, which you can view here.
Attributes:
Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.
Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.
Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.
Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.
Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.
Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.
Action Oriented: Proactively seeks out new and challenging work.
Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.
Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************
Auto-ApplyAssurance Intern - Summer 2027 (Miami)
Miami, FL job
BDO is a place for energetic self-starters who can think and act like entrepreneurs. As an Intern in our Assurance practice, you will begin to utilize your educational background as well as your organizational skills as you serve the firm's dynamic client base. You will assist in problem solving and fact-finding, working side-by-side with more experienced team members who can provide you with direction, coaching and learning opportunities. This opportunity will allow you to gain a unique hands-on perspective on our firm's practices and people, as well as beginning to forge the critical relationships that will help maximize your chance for success in your career.
Job Duties:
Typical responsibilities will include:
Participates in a structured on-the-job training program and become familiar with Generally Accepted Accounting Principles and Generally Accepted Auditing Standards
Becomes familiar with BDO specific audit methodology to assist with various stages of the audit process
Provides various support functions to the audit staff during engagement
Communicates with the clients' customers, creditors, banks and related parties concerning audit issues
Prepares and documents work in working papers utilizing BDO specific tools and templates
Contributes ideas/opinions to the audit teams and listen/respond to other team members' views
Completes one assigned accounting or audit related research project and able to present findings to a panel of Assurance professionals
Other duties as required
Qualifications, Knowledge, Skills and Abilities:
Education:
Enrolled in a Bachelors or Masters program in Accounting, required
Pursuing a masters degree in Accounting, preferred
Experience:
Leadership experience, preferred
License/Certifications:
Actively pursuing school credits to become a CPA
Software:
Proficient in Microsoft Office Suite, specifically Word, Excel and PowerPoint, required
Other Preferred Knowledge, Skills & Abilities:
Strong written and verbal communication skills
Ability to follow instructions as directed
Ability to work effectively in a team setting
Positive attitude and willingness to learn
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $40.00/hr - $45.00/hr
Colorado Range: $34.00/hr - $38.00/hr
Illinois Range: $36.00/hr - $40.00/hr
Maryland Range: $34.00/hr - $38.00/hr
Massachusetts Range: $36.00/hr - $40.00/hr
Minnesota Range: $32.00/hr - $36.00/hr
New Jersey Range: $34.00/hr - $42.00/hr
NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr
Washington Range: $35.00/hr - $40.00/hr
Washington DC Range: $34.00/hr - $38.00/hr
Auto-ApplyTax Senior Manager - Private Client Services
Eisneramper job in Fort Lauderdale, FL
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while also demonstrating proficiency in business development, marketing, and recruitment efforts. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth within our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the listed locations below.
What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top “Places to Work” awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts
What Work You Will Be Responsible For:
Manage and develop a high-performing team of tax professionals, providing technical guidance, feedback, and growth opportunities while collaborating with Partners to deliver outstanding client service and innovative tax solutions
Oversee tax planning and compliance functions for closely held businesses (S-corporations, partnerships, and corporations) and their owners, including high-net-worth individuals, families, and family offices
Directly engage with business owners, executives, and family decision-makers to deliver integrated PCS solutions, including individual and entity-level tax considerations
Review complex tax returns for entities and related individuals, ensuring accuracy, timeliness, and compliance with tax laws and regulations
Interpret and analyze financial data to engage clients in meaningful conversations about their operations, liquidity, cash flow planning, and overhead costs. Identify necessary book-to-tax adjustments and assist with complex accounting matters, such as recording sale or purchase transactions. Know when to involve GAAP specialists for technical support. Develop a working understanding of financial concepts like income normalization and EBITDA to effectively communicate with clients considering a business sale. Mentor staff and seniors on accounting adjustments and related technical topics.
Collaborate with partners to build and expand client relationships, actively contributing to business development, networking, and the cultivation of new client opportunities.
Serve as a trusted advisor by proactively identifying tax-saving opportunities and addressing emerging client needs
Manage engagement economics, including budgets, timelines, billing, and profitability.
Provide ongoing training, supervision, and mentorship to associates, seniors, and managers, holding self and direct reports accountable for professional growth and performance
Stay current on changes in federal and state tax laws affecting closely held entities and high-net-worth clients, and apply insights to client engagements
Collaborate with colleagues across service lines (estate planning, audit, advisory) to deliver coordinated client service
Occasionally travel locally to client locations as needed
Basic Qualifications:
Bachelor's Degree in Accounting or equivalent field is required
8+ years of progressive tax experience, including compliance and consulting for closely held businesses and their owners
Significant recent experience in Public Accounting
Active CPA or IRS Enrolled Agent Certification required
Preferred/Desired Qualifications:
Master's Degree in Taxation or relevant field
Demonstrated ability to acquire and expand client relationships and grow a book of business
Experience using GoSystems or CCH Axcess tax software
We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law.
About our Private Client Services (PCS) Team:
The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future.
As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about, but pursue it.
Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees including 400 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
Should you need any accommodations to complete this application please email: *********************************
Preferred Location:Fort Lauderdale
Auto-ApplyTax Supervisor, Private Client Group
Boca Raton, FL job
Title: Tax Supervisor, Private Client Group
Department: Tax, Private Client Group
Supervises: Seniors
Role Type: Full-time
ABOUT THE COMPANY:
Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.
Anchin is consistently recognized as one of the “Best of the Best” accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.
ABOUT THE POSITION:
We are seeking a highly skilled and motivated Tax Supervisor to join our Private Client Practice team. The ideal candidate will have extensive experience in providing tax services to high-net-worth individuals, trusts, private foundations, estates, and family investment partnerships. The Tax Supervisor will play a key role in managing client relationships, overseeing tax compliance, and providing strategic tax planning advice to optimize our clients' financial positions.
RESPONSIBILITIES:
Serve as the primary point of contact for high-net-worth clients and family offices, building and maintaining strong relationships based on trust and expertise.
Oversee the preparation and review of complex tax return filings for individuals, family investment partnerships, trust, gift, and estate tax returns.
Understand clients' financial goals and objectives, providing personalized tax planning and advisory services.
Ensure compliance with federal, state, and local tax laws and regulations.
Conduct in-depth analysis of clients' financial situations to identify tax-saving opportunities and minimize liabilities.
Develop and implement comprehensive tax strategies to optimize clients' financial positions.
Supervise and mentor junior staff, providing technical guidance and fostering professional development.
Collaborate with partners and senior management to develop and implement training programs for staff members.
Stay abreast of changes in tax laws and regulations, assessing their impact on clients and advising accordingly.
Conduct research on complex tax issues and provide innovative solutions to clients.
QUALIFICATIONS:
Education:
Bachelor's degree in accounting, finance, or related field.
CPA certification preferred.
Experience:
4 + years of experience in tax compliance and advisory services for high-net-worth individuals and families.
Strong knowledge of federal, state, and local tax laws and regulations.
Excellent analytical and problem-solving skills.
Exceptional client relationship management abilities.
Proficiency in tax software and Microsoft Office Suite.
Strong leadership and team management skills.
Compensation:
Competitive annual salary in the range of $115,000 to $142,000 based on individual's experience level.
Anchin provides comprehensive benefits, which you can view here.
Attributes:
Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.
Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.
Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.
Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.
Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.
Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.
Action Oriented: Proactively seeks out new and challenging work.
Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.
Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************
Auto-ApplyManager - Tax Controversy, National Office (JD Required)
Eisneramper job in Miami, FL
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
What it Means to Work for EisnerAmper:
As a Tax Controversy Manager, you will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top “Places to Work” awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What Work You Will be Responsible For:
Assist with IRS examinations and appeals, including responses to Information Document Requests, Notices of Proposed Adjustments and preparation of appeals protests
Help prepare penalty abatement requests and relief requests for missed elections
Address collection matters including Installment Agreements, Offers in Compromise and Collection Due Process Hearings
Perform tax research and draft tax memoranda on a broad range of federal tax issues.
Contact the IRS Service Center and correspond on various tax account issues
Assist with training programs and thought leadership publications
Mentoring staff
Basic Qualifications:
JD is required
Passed any state bar exam
5+ years Tax Controversy of experience
Preferred Qualifications:
LLM or Masters in Taxation
Judicial clerkship or other government experience and/or accounting background
CPA
7+ Years experience
Strong technical tax research skills
Excellent written, oral communication, and time management skills
Ability to work independently and as part of the national tax controversy team
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.
About Our Tax Team:
As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way.
A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation, and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs.
Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
Should you need any accommodations to complete this application please email: *********************************.
For Minnesota and Illinois, the expected salary range for this position is between $120,000 and $160,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
#LI-Hybrid
#LI-TJ1
Preferred Location:New York
For NYC and California, the expected salary range for this position is between
85000
and
150000
The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Auto-ApplyTax Managing Director, State and Local Tax - Sales & Use Tax
Miami, FL job
The Tax Managing Director, SALT - Sales & Use Tax is responsible for advising and providing written tax advice to clients of the sales & use tax implications relating to their business objectives, evaluating alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks, and identifying potential changes in the sales & use tax statutes, policies, and regulations. In this role, the Tax Managing Director, SALT - Sales & Use Tax will be charged with marketing, networking and business development within their area of experience and specialization and maintaining key client relationships. In addition, the Tax Managing Director, SALT - Sales & Use Tax is a critical part of the office's/ region's Tax Services leadership team and will act as a source for guidance on complex tax questions and issues.
Job Duties:
Research
Identifies complex sales & use tax situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted
Analyzes researched facts and the sources utilized prior to composing a detailed report or preparing a taxability matrix of the research findings
Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel
Tax Compliance
Conducts detailed reviews of sales & use tax returns with the ability to identify most significant sales & use tax issues
Evaluate company's current compliance processes and provide customized and automated solutions for companies to report their sales & use tax obligations
Tax Consulting
Drafts tax memorandums, tax opinions and other documentation on various sales & use tax issues
Conduct review of client operations to determine states where sales & use tax return should be filed
Review client records to determine if proper resale and exemption certificates are maintained and develop procedures for retaining proper resale and exemption certificates
Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate
Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements
Assists in the development of consultative sales & use tax strategies
Manages the expectations of assigned clients
Tax Controversy
Drafts responses to notices from state taxing authorities
Repreqsents clients before any tax authority on contested sales & use tax issues
Provides assistance with exam support
Tax Related Software
Utilizes sales & use tax research databases and other sales & use tax-related software in the completion of assigned tasks
Tax Specialization
Provides technical client service to multi-state companies with sales & use tax issues
Conducts negotiation of settlements and voluntary disclosure agreements on sales and use tax matters
Drafts technical memoranda regarding sales & use tax issues
ASC 450/FAS 5
Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to ASC 450/FAS 5 for sales & use tax contingencies
Strategy Development
Reviews studies of sales & use tax implications to identify alternative courses of actions to benefits clients
Develops new or improved ideas to advance the position of clients through reduction in sales & use taxes or expenses or offering of non-tax benefits
Assist with researching potential sales & use tax strategies
Suggests marketing approaches for new client acquisition
Other duties as required
Supervisory Responsibilities:
Supervises the day-to-day workload of STS SALT Senior Managers, Managers, Senior Associates, and Associates on assigned engagements and reviews work product
Ensures STS SALT Senior Managers, Managers, Senior Associates, Associates and Interns are trained on all relevant tax software
Evaluates the performance of STS SALT Managers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development
Delivers periodic performance feedback and completes performance evaluations for STS SALT Senior Managers, Managers, Senior Associates, Associates and Interns
Acts as Career Advisor to STS SALT Senior Managers, Managers, Senior Associates, and Associates, as appropriate
Other duties as required
Qualifications, Knowledge, Skills and Abilities
Education:
Bachelors degree in Accounting or other relevant field required
Masters degree in Accounting/Taxation or J.D. preferred
Experience:
Ten + years of prior experience in state and local/multistate experience required
Prior experience supervising tax professionals on a project or engagement basis required
Prior experience preparing and/or reviewing tax provisions preferred
Significant business development and marketing of sales and use tax engagements experience required
License/Certifications:
CPA certification or other relevant certification preferred
Software:
Proficient in the use of Microsoft Office Suite, specifically Excel and Word preferred
Exposure to and familiarity with standard tax applications and research tools preferred
Other Knowledge, Skills & Abilities:
Excellent oral and written communication skills
Superior analytical and research skills
Solid organizational skills especially ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
Capable of effective managing a team of tax professionals and delegating work assignments as needed
Capacity to build and maintain strong relationships with internal and client personnel
Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
Executive presence and ability to act as primary contact on assigned engagements
Ability to successfully interact with professionals at all levels
Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of sales & use tax services
Advanced knowledge of sources of relevant information utilized in sales & use tax filings
Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential sales & use tax issues
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $157,500 - $420,000
Maryland Range: $157,500 - $420,000
NYC/Long Island/Westchester Range: $157,500 - $420,000
Washington DC Range: $157,500 - $420,000
Auto-ApplyBDO Capital Advisors - Investment Banking Associate
Miami, FL job
The BDO Capital Advisors Experienced Senior Associate is responsible for utilizing previously obtained educational background, along with established organizational and project management skills to successfully service clients of BDO Capital Advisors. In this role, the BDO Capital Advisors Experienced Senior Associate will work within a team environment to actively manage and assist in the analysis and resolution of client matters while taking direction and receiving guidance from senior management members. The Experienced Senior Associate will be involved in all stages of client management, including identification of prospective client opportunities, completion of industry and client research and assisting in the development of client presentations and appropriate documentation.
Job Duties:
Supports the execution and the origination of M&A transactions including private sell-sides, buy-sides, etc.
Oversees the building and maintenance of complex financial/valuation models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses
Develops client relationships through deal execution and pitching, as appropriate
Analyzes companies and industries and works directly with client management teams
Prepares pitch books, sells memoranda and management presentations
Develops client relationships through deal execution and pitching as well as communicates and interacts with internal coverage partners and product areas
Manages several projects at once and works effectively as an individual and as a leader of a team, including managing associates and analysts
Participates in the recruitment, development, and training of junior bankers (analysts, associates, summer analysts/associates, incoming classes)
Supervisory Responsibilities:
Supervises and leads small teams of Associates and Analysts to complete necessary work products as related to individual sell side transactions
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree in Accounting, Business Administration, Economics, Finance, or Statistics, required
MBA, preferred
Experience:
Three (3) or more years of experience at a bulge bracket, reputable boutique, regional investment bank, or similar corporate finance vertical, required,
Experience in middle market M&A sell side investment banking, preferred
License/Certifications:
FINRA Series 7/79 and 63 (if not currently held, will be required shortly after hire), required
Software:
Proficient in the use of Microsoft Office Suite and research tools such as CapitalIQ, FactSet, Bloomberg, Intralinks, preferred
Language:
N/A
Other Knowledge, Skills & Abilities:
Excellent verbal and written communication skills
Superior analytical and research skills
Solid organizational skills especially ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
Ability to successfully interact with professionals at all levels
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $130,000 - $150,000 Maryland Range: $130,000 - $150,000 NYC/Long Island/Westchester Range: $130,000 - $150,000
Auto-ApplyManager - Outsourced Accounting Services (Special Projects)
Eisneramper job in Miami, FL
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
We are seeking an Accounting Manager to join our Outsourced Accounting practice focused on special projects. This team helps our clients transform their organizations with a collaborative approach that allows them to seamlessly mitigate risk, overcome challenges, meet deadlines, and identify personnel to help them with their workforce needs.
Please note that this is a hybrid position, where you would be expected to go to our local office or client location, as needed. You must be available to work Eastern and/or Central time zones.
What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top “Places to Work” awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What work you will be responsible for:
Evaluates client needs related to accounting and finance processes and assesses accounting function to recommend project approaches. Contributes to the proposal development process on outsourced controller/CFO projects and other special projects.
Participates in engagement planning and budgeting and definition of content and deliverables while managing controls and risk.
Manages and delivers on outsourced controller/CFO projects including:
Manages and provides oversight on client's day-to-day accounting function including, but not limited to, coordinating accounts receivable and accounts payable functions and, remitting appropriate payments to applicable taxing organizations.
Manages month end closing process and prepares financial statements in accordance with applicable accounting standards.
Research of technical accounting issues as appropriate; formulates resolution of issues identified through the research process.
Manages special projects related to client accounting functions, including but not limited to, the following:
Evaluates, recommends and implements appropriate improvements to the client's internal accounting processes and internal controls to ensure that practices are in-line with the overall goals of the client and industry best practices.
Analyzes trends and metrics in partnership with leadership to develop solutions, programs, and policies.
Identifies client challenges and manages day-to-day relationships
Performs activities necessary to client engagements including, but not limited to, the following:
Ensures appropriate levels of staffing on projects are maintained.
Manages scheduling of internal and external activities
Creates and manages project budgets
Ensures projects come in at or under approved budget. Develops and maintains a thorough understanding of the correlation between Outsourced Accounting Services and other Eisner Amper service offerings (e.g., tax, audit, and consulting services such as human resources, IT systems implementation, valuation, etc.) in order to develop multi-focused solutions for our clients.
Directs engagements and special assignments, supervising multiple engagements simultaneously and ensures assignments are accomplished by the budgeted time.
Delivers client services including, but not limited to: onsite and remote consultation, performance of activities unique to each engagement; development and implementation of deliverables; development and delivery of training and workshop materials; maintenance of client project timelines; monthly maintenance of project budgets; and monthly client billing activities.
Interacts regularly with other consulting service line leaders and team members, builds and maintains relationships among other service lines and Eisner Amper locations.
Works closely with management to lead and participate in practice development activities.
Participates in evaluation and monitoring of training programs to ensure success, as needed.
Reviews reports, statements and returns upon completion.
Informs engagement Senior Manager, Director, or Partner of the status and other pertinent aspects of the engagement.
Recommends new approaches, resource tools, deliverables, policies, and procedures to impact continual improvements in departmental efficiencies and services performed.
Provides direction, training, guidance and oversight to department Staff and Senior consultants. Reviews performance and provides coaching and addresses employee issues and concerns.
Identifies, plans and supervises the professional and technical development of the staff through training venues and options.
Works closely with management and employees to improve work relationships, build morale, and increase productivity and retention within the Outsourced Accounting Services Team.
Maintains required CPE hours for firm and licensing standards.
Basic qualifications:
BA/BS degree in accounting or related field
5+ of relevant accounting, audit and/or financial statements experience
Prior supervisory experience
Preferred/Desired qualifications:
CPA certification or exams passed is preferred
Accounting back-office experience
Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems including, but not limited to, the Microsoft office suite of products (Excel, Word, PowerPoint) and other software programs such as adobe, along with technologies for scheduling, travel and expense reporting and timekeeping.
Intermediate or advanced level with software tools, such as Sage Intacct, Restaurant 365, NetSuite, and QuickBooks, etc.
Strong organization skills/goal orientation/self-motivation.
Ability to handle multiple client files and deadlines at one time.
Ability to handle pressure in a positive professional manner.
Excellent interpersonal skills.
Communication that is clear, concise, and considerate of the needs of others.
Ability to work cooperatively with others and value the different contributions people make.
Proven success in managing work and key client relationships to exceed client expectations.
Ability to perform in challenging situations in a positive professional manner.
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.
About our Outsourced Services Team:
The EisnerAmper Outsourcing group brings our team's specialized knowledge of accounting directly into the offices of a wide range of partners. When we work with a client, we become part of their business, and we don't take that lightly. Armed with cutting-edge industry technology and outsourcing practices, we're given the tools to both provide best-in-class service and constantly grow as professionals.
Through our team-based culture of creativity and collaboration across all levels, we hold each other accountable to always look for new innovative ways to grow as a group, better serve our clients, and advance in our careers.
Because we are a rapidly growing group, EisnerAmper Outsourcing employees have the opportunity to make a lasting impact on the business and its direction. Everyone has a voice to bring new ideas to the table, which are backed by the confidence, expertise, and global reach of the larger firm.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 5,000 employees including 450 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
Should you need any accommodations to complete this application please email: *********************************
Preferred Location:New York
For NYC and California, the expected salary range for this position is between
85000
and
150000
The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Auto-ApplySenior Associate- Transaction Advisory Services (TAS)
Eisneramper job in Fort Lauderdale, FL
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
The Transaction Advisory Services practice is seeking Senior Associates to join a collaborative, growing transactions team. You will work as an individual contributor as well as part of a team to facilitate and support client buy-side and sell-side Financial Due Diligence and Quality of Earnings (QoE) engagements.
What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top “Places to Work” awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
Key Responsibilities:
Compile, analyze and prepare financial models and DataBooks with financial and operational information sourced from multiple comprehensive and complex data sources
Perform financial analysis and data analytics on comprehensive financial and accounting data sets that serve as the foundation for transaction deliverables to clients
Assist with buy-side and sell-side financial due diligence and financial analysis helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the target /client against industry benchmarks, and aid in the evaluation of the potential transaction in the context of their clients' investment / divestiture strategy.
Analyze detailed financial, business and operational information including income statement, balance sheet, cash flow and key operational and performance metrics and data.
Convert the data into meaningful information that is used to drive discussions and analysis with target /client management and drive observations and conclusions.
Assess the quality of the target's reported revenues, margins, earnings, net assets, net working capital and cash flows.
Assist in the preparation of deal-oriented financial models, databooks, and key findings reports and presentations for clients that highlight the key financial, commercial and business findings.
Assist the team in further articulating how such findings should be incorporated into the client's valuation and sale, purchase agreement and provide other negotiating points
Participate in and lead certain meetings and conference calls with client and target company management and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.
Work closely with clients, investment banks, PE investors, attorneys and other key stakeholders. Participate in client meetings to gather data and valuable information to perform financial analysis work
Participate in building and maintaining client relationships and other business development opportunities.
May be required to occasionally work extended hours or travel/to work from different firm offices and/or client locations
Basic Qualifications:
Bachelor's or Masters degree in Accounting and/or Business
CPA is preferred or CPA eligible
3+ years of experience in audit and or financial due diligence at a major accounting firm
Preferred/Desired Qualifications:
1+ years of experience of financial due diligence
Strong technical knowledge of US GAAP (revenue recognition, inventory, accrual-based accounting)
High proficiency in Excel and PowerPoint
Knowledge in Power BI and/or similar financial modeling analytical tools
Excellent interpersonal and team building skills
Proficient written and oral communication skills
Strong project management skills and ability to multi-task on several simultaneous transactions
Strong organizational skills
Flexibility to work as both a team member and as an individual contributor
Ability to thrive and be effective in fast-paced settings
NOTE: This is a hybrid role where you will be required to work from our local office 2 or more days a week.
About our Transaction Advisory Services Team:
The TAS Practice assists financial and strategic investors and lenders in connection with evaluating complex acquisition and divestiture transactions. Our professionals have decades of experience advising clients in every aspect of the transaction, from pre-LOI stage through closing. We are looking for professionals in selected geographic and functional markets to add to the continued growth and expansion of our TAS practice.
Our “startup mentality,” backed by the institutional knowledge and established reputation of the firm, enables us to be flexible and always evaluate what can take our team and clients to the next level. Whether it's a new internal process, digital platform, or service offering, we believe that innovative ideas come from all levels and every employee should have the opportunity to make an impact on the business, our clients, and their careers.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions, PE firms, start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.
Should you need any accommodations to complete this application please email: *********************************
#LI-LH1
#LI-Hybrid
Preferred Location:New York
For NYC and California, the expected salary range for this position is between
80000
and
115000
The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Auto-ApplyCore Tax Intern - Winter 2027 (Fort Lauderdale)
Fort Lauderdale, FL job
BDO is a place for energetic self-starters who can think and act like entrepreneurs. The Tax Intern, Core Tax Services will be responsible for utilizing their educational background as well as organizational skills in the service of firm's client base through the preparation of returns and extensions under the supervision of more experienced Core Tax Services professionals. This opportunity will allow you to gain a unique hands-on perspective on our firm's practices and people, as well as beginning to forge the critical relationships that will help maximize your chance for success in your career.
Job Duties:
Tax Compliance
Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”)
Effectively uses referencing system and workpapers that ties to the return
Completes tasks and organizes file to minimize rework by reviewer
Ensures data is collected to comply with filing requirements
Takes initiative on impending due dates/engagement letters
Works with tax software applications to complete simple tax returns for review
Performs quarterly estimates and prepares extensions
Assists with responses to notices from the Internal Revenue Service
Assists in the projection of year-end filings
ASC 740 (FAS 109 and FIN 48) Tax Accruals
Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48
Assists with components of income tax provisions
Tax Consulting
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes
Operates online research tools to gather pertinent tax information
Monitors tax law and client factual developments on a regular basis, daily or weekly but at least bi-weekly
Develops and communicates to client service team personnel, viewpoints regarding how those developments might affect clients
Other duties as required
Qualifications, Knowledge, Skills and Abilities:
Education:
Enrolled in a Bachelors or Masters program in Accounting or other relevant field required
Pursuing a masters degree in Accounting or other relevant field preferred
Experience:
Leadership experience preferred
License/Certifications:
Actively pursuing school credits to become a CPA
Software:
Proficient in Microsoft Office Suite, specifically Word, Excel and PowerPoint
Other Preferred Knowledge, Skills & Abilities:
Strong written and verbal communication skills
Ability to follow instructions as directed
Ability to work effectively in a team setting
Positive attitude and willingness to learn
Seeks advice of appropriate superiors regarding issues related to compliance
Ability to prepare simple tax returns
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $40.00/hr - $45.00/hr
Colorado Range: $34.00/hr - $38.00/hr
Illinois Range: $36.00/hr - $40.00/hr
Maryland Range: $34.00/hr - $38.00/hr
Massachusetts Range: $36.00/hr - $40.00/hr
Minnesota Range: $32.00/hr - $36.00/hr
New Jersey Range: $34.00/hr - $42.00/hr
NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr
Washington Range: $37.00/hr - $38.00/hr
Washington DC Range: $34.00/hr - $38.00/hr
Auto-Apply