Internal Audit & Risk Advisory Manager
Eisneramper job in Iselin, NJ
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 Internal Audit Consulting Manager to join our Risk & Compliance Services practice for our clients. Focusing on Internal Audit, Internal Controls and Regulatory Compliance, we are seeking someone who thrives in a growing environment and providing clients with exceptional services.
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:
Oversee internal audit and risk management engagements within the Risk and Compliance Services practice primarily focused on broker/dealer, fin tech, PE and RIA clients. Could also get involved in life sciences and national security engagements.
Project manage SOX 404 engagements including conducting walkthroughs, designing and leading internal control testing with periodic status updates to client's management
Prepare scoping and risk assessments or Internal Audit using a risk base methodology
Prepare Audit Committee presentations and attend Audit Committee meetings, when necessary
Lead other types of consulting engagements such as Internal Audit Co-Sourcing/Outsourcing, SOX Management Assist, Risk Assessments, Segregation of Duties Reviews, Internal Controls Reviews, and Special Projects as necessary
Maintain client relationship and tailor the engagement to meet the client's needs and expectation and maintain overall responsibility for the profitability of engagements within the client portfolio, track budget to actual results
Demonstrate knowledge and experience through ability to identify and solve issues with the client and Partner
Review work from both big picture and detail perspectives, and work product requires little to no updates from senior colleagues after submission
Take full ownership of the client relationship, beyond the lifecycle of the current project and anticipate changing demands for resources and staffing, removing barriers when necessary
Basic Qualifications:
Professional Certification, such as CIA or CPA required
Bachelor's degree in relevant discipline (e.g., Accounting, Auditing, or Related Field) required
5+ years working in internal audit, consulting, advisory services, or a related field, either in professional services or combination professional service organization/industry
3+ years management experience
Preferred/Desired Qualifications:
Strong financial services exposure including broker dealer, fin tech, RIA, PE, and wealth advisors
Firm understanding of accounting and audit experience as well as controls
Demonstrate and apply multi-tasking skills, teamwork and responsibility with engagement team members, and use current technology and tools to enhance the effectiveness of deliverables and services
Seek and offers developmental feedback; provide positive as well as constructive feedback on an ongoing basis in real time, both verbal and written
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 Risk & Compliance (RCS) Team:
Specializing in services such as risk advisory and technology risk, RCS employees aren't just passionate about technology, but we see it as our driving force for innovation and forward thinking. We're committed to serving as advocates to our clients, enabling them to navigate, transform, secure, and maintain processes, and controls they need to reach their unique goals. Whether it's complying with a new regulatory requirement or automating controls within a process, providing peace of mind for those “what's next” moments is our mantra and unique promise to clients.
Risk & Compliance Services employees are encouraged to think like an owner when supporting clients. Through this entrepreneurial and business-first mindset, we're pushed to take a step outside of our comfort zones and deliver solutions that both create a lasting business impact for our clients and allow us to grow as professionals.
Our core values of trust, integrity and accountability allow us to act as strategic innovators. Because when we build trust with each other, we can bring new ideas to the table and execute them without fear of failure.
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-LH1
#LI-Hybrid
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-ApplyStaff II Consultant - Forensic, Litigation & Valuation Services
Eisneramper job in Iselin, NJ
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 Staff II Consultant to join the Forensic, Litigation & Valuation Services (FLVS) practice. In this role you will lead a range of client services related to business valuation, forensic accounting, transaction advisory, litigation support, bankruptcy & restructuring, and other complex financial analysis.
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
o We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
o We understand that embracing our differences is what unites us as a team and strengthens our foundation
o 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:
Summarizing and interpreting relevant financial information and records
Developing accounting, financial and economic analyses
Applying advanced analytical methods to datasets as well as creating visualizations and dashboards for management (e.g., IDEA, Power BI)
Assisting in the preparation of valuation reports, expert reports and other deliverables
Critiquing opposing expert reports in preparation of rebuttal expert reports
Interacting with clients and counsel to communicate strategy and obtain documents
Working with managers and partners on client communication and practice development
Conducting detailed reviews of reports and analyses and identifying questions and issues to discuss with managers and partners
Strictly adhering to highest degree of professional standards and strict client confidentiality
Basic Qualifications:
Bachelor's or Master's degree in Accounting, Finance or Economics or related discipline
2 plus years of relevant experience of forensic and or valuation services
Preferred/Desired Qualifications:
Willingness to work towards an accounting or valuation certification
Strong MS Excel and MS Word are required
Strong time management and organizational skills
Detailed oriented
Great attitude and strong work ethic
Great communication and analytical skills
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 Forensic, Litigation, Valuation Services (FLVS) Team:
The EisnerAmper Forensic, Litigation, Valuation Services (FLVS) team is comprised of a diverse group of professionals from across the country with a multitude of experience and certifications to leverage distinctive perspectives and specializations. We're equipped to meet all our clients' unique challenges including reorganizations, Ponzi schemes, fraud, contractual disputes, matrimonial claims, Intellectual Property disputes, valuation, and forensic investigations.
Divided into three main arms of Bankruptcy & Restructuring, Forensic Accounting, and Valuation Services, our client base is comprised primarily of lawyers and law firms of all sizes. Because of this, we gauge success by the meaningful and lasting relationships we build based on institutional trust, innovative approaches, the reliability to solve any issue we're presented with, and consistent results.
By instilling a culture of collaboration, teamwork, and trust across the department, we're committed to building our people into tomorrow's industry leaders. At all levels, employees are encouraged to take on new responsibilities and challenges in order to grow both as individuals and a team.
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:Iselin
Auto-ApplyExperienced Associate, Healthcare Forensics
New York, NY job
The Experienced Associate, Healthcare Forensics role is a highly analytical and detail-oriented individual responsible for identifying, analyzing, and resolving payment inaccuracies across healthcare claims as it relates to reimbursement disputes, fraud, waste, and abuse investigation, regulatory compliance, and litigation. The ideal candidate will bring a strong understanding of healthcare reimbursement methodologies, claims data, and regulatory frameworks. The Experienced Associate, Healthcare Forensics demonstrates an investigative mindset with problem solving skills and the ability to think critically about data to deliver high-quality work product for clients.
Job Duties:
Provides investigation and analysis to a variety of clients, including outside counsel, regulators, and companies involved in litigation, investigation, dispute, regulatory, and compliance matters
Contributes to forensic engagements related to medical coding and billing, revenue cycle, payment integrity, the False Claims Act, the Stark Law, the Anti-Kickback Statute, and other matters
Analyzes healthcare claims data to identify improper payments, billing errors, and potential fraud, waste, or abuse
Develops and implements strategies to improve payment accuracy and mitigate overpayments
Collaborates with cross-functional teams to validate findings and recommend corrective actions
Interprets payer policies, provider contracts, and regulatory guidelines to assess claim appropriateness
Prepares and present detailed reports and recommendations to clients and internal stakeholders
Supports the design and enhancement of payment integrity tools, algorithms, and audit methodologies
Stays current on industry trends, CMS regulations, and emerging payment models.
Develops working relationships with internal and external stakeholders and communicates effectively
Assists with the preparation of high-quality deliverables to ensure client satisfaction
Acts with professionalism and integrity when working with confidential and sensitive information
Maintains a proactive and logical approach to information gathering, combining complex ideas and clear and effective information presentation
Identifies and researches new trends, tools, and understands the data analytics marketplace while working on client engagements
Assists with developing documents, procedures, and solutions on non-billable practice development initiatives
Other duties as required
Supervisory Responsibilities:
N/A
Qualifications, Knowledge, Skills, and Abilities:
Education:
High School Diploma or equivalent, required
Bachelor's degree in Healthcare Administration, Public Health, or Business, preferred
Experience:
Three (3) years of experience in healthcare consulting, revenue cycle, claims auditing, or payment integrity, required
Experience with healthcare reimbursement (Medicare, Medicaid, Commercial), coding (ICD-10, CPT, HCPCS), and claims processing, preferred
Experience in the following areas, preferred:
Forensic Analytics
Compliance Analytics
Artificial Intelligence
Fraud Analytics
License/Certifications:
Nationally recognized coding credential (e.g. CPC, CCS, RHIA, RHIA), preferred
Certified in Healthcare Compliance (CHC), preferred
Software:
Proficiency in data analysis tools (e.g., Excel, SQL, SAS, Tableau), preferred
Prior experience with Electronic Health Record software (e.g., EPIC, Cerner, Athena, etc.), preferred
Coding/DRG software, preferred
Other Knowledge, Skills & Abilities:
Ability to work with a high degree of professionalism and autonomy
Excellent verbal and written communication skills
Ability to communicate complex information in a clear and concise manner
Excellent communication, problem-solving, and project management skills
Ability to work independently and manage multiple priorities in a fast-paced environment
Solid organizational skills, especially the ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Ability to work in a deadline-driven environment, and handle multiple projects simultaneously
Ability to interact effectively with people at all organizational levels of the Firm
Ability to work collaboratively with others with accountability for work product
Keywords: Forensic, Healthcare Coding, Payment Integrity, Revenue Integrity, Revenue Cycle Management, Consulting, Disputes, Litigation, Investigation, Fraud, Waste, Abuse, Coding Auditor, Charge Capture, Healthcare Compliance
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: $65,000 - $85,000
Maryland Range: $65,000 - $85,000
NYC/Long Island/Westchester Range: $65,000 - $85,000
Auto-ApplyTax Experienced Senior, State and Local Tax - Unclaimed Property
Avenel, NJ job
The Tax Experienced Senior, State and Local Tax - Unclaimed Property, applies industry knowledge and experience to clients by assisting in advising clients of the tax implications and other accounting related matters that affect their business objectives, with an emphasis on unclaimed property compliance and consulting. This is a very unique role that will allow a chosen professional the ability to use their tax and/or accounting skills (e.g., project management, reconciliation skills, financial auditing skills, accounting skills, problem solving skills, internal controls, process/system enhancements etc.) in a consultative capacity where sporadic data sets are obtained analyzed and modeled. The SALT Experienced Senior Associate, Unclaimed Property, will work with leadership to recommend alternate courses of action, as well as identify different methods of complying with unclaimed property statutes and regulations. In this role, the person will be charged with project management, participating in presentations to clients and states, coordinating compliance, audit defense and VDAs and other consulting engagements, managing client expectations and deliverables, working with leadership on marketing, networking and business development and recognizing potential changes in unclaimed property policy and applying new policies to compliance and consulting engagements. In addition, the SALT Experienced Senior Associate, Unclaimed Property, will work with the Core Tax and Audit Partners, Directors, and Senior Managers to provide SALT expertise to their clients.
Job Duties:
Research
Identifies complex 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 of the research findings
Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel, Department of Treasury, etc.
Routinely keeps abreast of latest relevant unclaimed property statutory, regulatory and case law changes
Unclaimed Property Compliance
Obtains and manipulates data from client to use in preparation of annual escheat returns
Uses FSI Track, BDO Global Portal and other systems for data gathering
Imports data into FSI Track and prepares returns
Identifies appropriate B2B and other exemptions/deferrals
Performs reconciliations on data gathered to data reported
Composes responses to notices from state authorities
Assists with due diligence letter processing
Assists with client payment processing
Provides assistance with exam support
Communicates routinely with clients and UP team members
Unclaimed Property Consulting
Drafts memorandums, opinions and other documentation on various escheat issues
Works with Unclaimed Property leadership to determines escheat planning process
Participates in developing policy and procedures, addressing internal controls
Represents clients on unclaimed property audits, mitigating exposures and assisting with best practices
Represents clients on voluntary disclosures mitigating exposures and assisting with best practices
Assists with identifying gift card planning opportunities and implementation
Assists UP leadership with client interviews onsite visits, workplans, etc.
Compiles and organizes general ledger detail, banking records, and other relevant source data for escheat items
Prepares and reviews scheduling decks of sporadic data into Unclaimed Property templates for analysis
Assists clients with remediation procedures (e.g., showing transactions are not owed)
Develops exposure quantification models to calculate escheat exposures
Assists with client refund review process
Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate
Ensures escheat engagement letters are adopted prior to engagement work commencing and manages engagements
Assists UP leadership with the development of consultative selling strategies
Actively involved in relevant trade organizations and public speaking, networking events where appropriate
Routinely updates CRM entries
Manages the expectations of assigned clients
Works with UP leadership to project manages multiple clients and projects simultaneously
Unclaimed Property Related Software
Utilizes FSI track, tax research databases and other tax-related software in the completion of assigned tasks
Maintains working knowledge of various GL systems (SAP, Oracle, JD Edwards, AS/400, Epicor, etc.)
Participates in learning and executing technology enhancements for unclaimed property group
Other duties as required
Supervisory Responsibilities:
May supervise the day-to-day workload of SALT Experienced Associates and Associates on assigned engagements and reviews work product
Ensures SALT Experienced Associates, Associates and Interns are trained on all relevant software
May evaluate the performance of SALT, Experienced 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 SALT Experienced Associates, Associates and Interns
May act as Career Advisor to SALT Experienced Associates and Associates, as appropriate
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree in Accounting, Business, Economics or Finance, required
Experience:
Three (3) or more years of prior experience in tax, financial statement auditing or forensic accounting in a public accounting firm or in-house organization, required
License/Certifications:
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred
Software:
Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required
Experience with Power BI, Alteryx, and other software, 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
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 tax services
Advanced knowledge of sources of relevant information utilized in tax filings
Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential 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: $74,550 - $147,000
Maryland Range: $74,550 - $147,000
NYC/Long Island/Westchester Range: $74,550 - $147,000
Washington DC Range: $74,550 - $147,000
Auto-ApplyMarketing Coordinator
New York, NY job
Job Description
Title: Marketing Coordinator
Department: Marketing
Supervises: N/A
Role Type: Full-time (non-exempt)
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 services 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:
As a Marketing Coordinator at Anchin you will have a highly visible position. In this role you will be interacting with firm management, managing multiple projects simultaneously, prioritizing tasks, and establishing/meeting timelines and deadlines.
RESPONSIBILITIES:
Provide broad-based marketing support to the Firm and its industry teams.
Implement strategic industry group marketing plans to reach clients and prospects.
Interact with firm management and assist in establishing priorities, timelines, and deadlines.
Marketing communications and content development to support industry teams (presentations, thought leadership, social media, website content, surveys, webinars, media relations, brochures, etc.)
Collaborate with marketing managers and partners to develop winning business development strategies, including proposal development, target marketing plans, and research.
Support event strategy including event development and execution (pre-event logistics and registrations, and post-event tracking and follow-up; onsite support of in-person events (typically NYC based) is required).
Work with marketing managers and teams to develop industry-driven marketing campaigns and presentations.
Perform regular market, industry, competitor, and prospective client research for select groups.
Work with other departments and external resources on campaigns related to firm culture.
Leverage CRM system to monitor contact engagement, new business activity, and opportunity pipelines for select groups.
Training and mentoring of more junior team members, including interns.
QUALIFICATIONS:
Education:
Bachelor's degree in Marketing, Communications, Business, or a related field.
Experience:
3+ years of marketing experience.
Professional services marketing preferred - accounting, law, consulting, financial services or architecture and engineering.
Excellent writing, communication, and research skills.
Highly proficient in MS Word, Excel, PowerPoint, and internet research.
Ability to develop compelling presentations using PPT, Canva and/or other presentation and creative/design resources.
Able to work in a fast paced, results driven and highly visible environment.
Prior experience managing multiple projects and supporting multiple groups.
Social media proficiency, including staying up to date on industry trends in technology and training groups accordingly.
Knowledge of CRM and proposal development software preferred.
Compensation:
Competitive annual salary in the range of $55,000-$65,000 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 ******************
Managing Director, Business Valuation - Intangible Assets
New York, NY job
The Valuation & Capital Markets Analytics Managing Director is responsible for leading, executing and delivery of challenging valuation engagements by participating in all aspects of projects, from the initial proposal preparation, through project completion. In this role, the Managing Director is actively engaged in the management of business valuation assignments and managing staff in the development of such assignments. In addition, the Valuation & Capital Markets Analytics Managing Director will be charged with assisting with business development activities and appraisal reviews.
Job Duties:
* Executes office business development plan in conjunction with the Valuation leader
* Builds relationships with key executives and stakeholders in support of the growth of the office business lines and industries
* Understands how to work with Alliance Firms and coordinates with International firms as appropriate on opportunities as they arise
* Contributes business development thought leadership, tools and resources to the broader national platform
* Ensures Client Project Delivery including but not limited to:
* Performing of related company, industry and economic research
* Analysis of client financial statements
* Construction of financial models
* Assessment of operational profitability and financial conditions
* Development and review of cash flow forecasts
* Performing of benchmark analysis
* Documentation and maintenance of all appropriate aspects of work product
* Composition of narrative reports in support of valuation analyses
* Preparation of necessary exhibits and memos in illustration of complex issues
* Ensuring of quality controls are adherence in association with all work products
* Participation in internal and external client meetings
* Other duties as required
Supervisory Responsibilities:
* Supervises the day-to-day workload of Valuation and Business Analytics (VBA) Staff on assigned engagements and reviews work product
* Ensures VBA Staff are trained on all relevant valuation databases and models.
* Evaluates the performance of VBA Staff and assists in the development of goals and objectives to enhance professional development
* Delivers periodic performance feedback and completes performance evaluations for VBA Staff
* Acts as Career Advisor to VBA Staff, as appropriate
Qualifications, Knowledge, Skills and Abilities:
Education:
* Bachelor's degree in Accounting, Finance, Economics or other relevant field, required
* Master's in Business Administration, preferred
Experience:
* Ten (10) plus years of business valuation experience at one of the Big 4 accounting firms or a national role at a small to mid-size firm required
* Significant experience in business valuation and intangible assets required
* Prior experience in financial reporting valuation and appraisal review required
License/Certifications:
* CPA, CFA, AM, ASA or other valuation industry credentials preferred
Software:
* Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word
* Prior experience with Capital IQ and Bloomberg preferred
Other Knowledge, Skills & Abilities:
* Superior 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 valuation 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
* Ability for intermittent travel within the US and internationally required
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: $250,000 - $350,000
Maryland Range: $250,000 - $350,000
NYC/Long Island/Westchester Range: $250,000 - $350,000
Tax Experienced Senior, Private Client Services
New York, NY job
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.
A Tax Experienced Senior, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
Job Duties:
Participates in tax and consulting engagements and enhances skills identifying and addressing client needs, tax planning, and consulting opportunities
Works directly with clients and their advisors to gather information needed to prepare tax returns
Develops understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, both Federal and State jurisdictions, while demonstrating the ability to follow instructions and actively seek feedback
Reviews basic individual and trust tax returns and provides written and verbal feedback to staff and interns
Analyzes tax notices received from government agencies and prepares initial drafts of response
Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership
Works in a fast-paced, deadline-driven environment both independently and within a team dynamic
Prioritizes and completes tasks
Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
Builds new relationships with other professionals both inside and outside the firm
Supervisory Responsibilities:
May supervise and manage the day-to-day work assignments of PCS Associates
Provides verbal and written performance feedback to PCS Associates, as necessary
Acts as mentor to PCS Associates
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area and CPA certification, required
Master's degree in Accountancy or Taxation, preferred
Experience:
Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required
Experienced in private client services, preferred
Prior basic supervisory experience, preferred
License/Certifications:
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred
Possession of other professional degrees or certifications applicable to role preferred
Software:
Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred
Languages:
N/A
Other Knowledge, Skills & Abilities:
Initiative
Works hard, putting in extra effort when necessary to complete their assignments within given deadlines; self-starting; doesn't need to be explicitly told to put in this effort; when set, meets weekly/engagement hours expectations
Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
Communication
Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
Internally, communicates the status of their work to their team; promptly responds to requests
Leadership
Leads by example, acting as a model for the firm's core values
Takes on challenges; sees tasks through completion, even if there are obstacles
Business Development
Participates in business development and networking activities
Seizes opportunities for new professional contacts when presented
People Development
Ability to interact effectively with people at all organizational levels of the firm
Assists in supervision, development, and training of employees
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: $96,000 - $125,000
Colorado Range: $80,000 - $100,000
Illinois Range: $90,000 - $108,000
Maryland Range: $98,000 - $110,000
Massachusetts Range: $102,000 - $119,000
Minnesota Range: $80,000 - $95,000
New Jersey Range: $88,000 - $125,000
NYC/Long Island/Westchester Range: $115,000 - $130,000
Washington Range: $83,000 - $115,000
Washington DC Range: $105,000 - $117,000
Auto-ApplyAccounting Advisory & Outsourcing Business Development
New York, NY job
The Assurance Senior Manager, Accounting Advisory & Outsourcing is responsible for overseeing client and candidate generation nationally and supporting overall direction and oversight for the Practice, including the business development, and recruiting team, practice development and client management. The Assurance Experienced Manager, Accounting Advisory & Outsourcing is expected to collaborate with Department leadership on overall approach and direction of the Practice to ensure consistency with overall firm philosophy.
The individual in this role applies their educational background, experience and industry knowledge of business issues, trends, and economics to ensure a positive project outcome. The Assurance Experienced Manager, Accounting Advisory & Outsourcing is a critical part of the department leadership team and is responsible for the results of their team. In addition, this position is responsible for developing and mentoring Strategic Resources staff.
The Assurance Senior Manager, Accounting Advisory & Outsourcing is responsible for marketing, networking, and business development, as well as maintaining key client relationships.
Job Duties:
Develops and executes business development strategies and service offerings targeted for various industries
Works closely with industry teams and business development resources
Participates in industry trade groups and networking events
Builds sales pipeline, and closes new business nationally
Oversees client satisfaction with quality of work products, assigned staff, engagement performance, billing, and issue resolution
Manages special client projects including controller and CFO interim positions, as needed
Identifies new opportunities to cross sell to existing clients as well as identifying new clients
Creates, develops, and maintains strong business relationships with clients, both internal and external
Manages, measures, and monitors the sales team performance as well as consistent updates in CRM.
Supports the weekly/monthly sales and recruiting activity reporting for Strategic Resources
Supervisory Responsibilities:
Supports of the Assurance Managing Director with the supervision of the day-to-day workload and reviews work product of Strategic Resources Recruiters and Business Development Team
Acts as mentor to Strategic Resources Staff, as appropriate
Delivers periodic performance feedback, and completes performance evaluations for Strategic Resources Staff
Manages the top line as well as the bottom line for assigned projects
Qualifications, Knowledge, Skills, and Abilities:
Education:
Bachelor's degree with a focus in Business, Communications, Psychology, or Finance, required
Experience:
Ten (10) or more years of experience in Accounting or Financial consulting or staffing, required
Proven gross margin track record of success, high sense of urgency, required
Experience selling to and working with C level executives at Fortune 2000 companies, required
Two (2) or more years of experience in a supervisory role with direct reports, preferred
Two (2) or more years of experience in a technical Accounting or Tax role, preferred
Software:
Knowledge of CRM and accounting/ERP systems, preferred
Other Knowledge, Skills & Abilities:
Familiarity with energy industry and understanding of typical roles and skillsets of personnel within Accounting and Finance
Ability to match skills sets of candidates to required job order requirements
Able to strategically identify who to build relationships with at BDO to support their business, build rapport and trust with other professionals easily, and educate other professionals on the practice's approach, services, and client value proposition
Able to be assertive in managing conflict, using negotiation techniques to drive difficult agreements between opposing parties/ideas and generally leaves parties satisfied with the result
Understands the emotions involved within the business development/recruiting/operations dynamic and can facilitate a positive working environment
Outstanding written, verbal, quantitative and presentation skills and demonstrated leadership ability
Excellent leadership skills
Outstanding customer service
Excellent presentation, sales, negotiation and influencing skills with credibility at the C-level
Ability to work in a deadline-driven environment while handling multiple projects/tasks simultaneously with a focus on details
Ability to successfully multi-tasking while working independently or within a group environment
Able to work well under pressure while dealing with unexpected problems in a professional manner
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: $125,000 - $135,000
Maryland Range: $125,000 - $135,000
NYC/Long Island/Westchester Range: $125,000 - $135,000
Auto-ApplyAssurance Associate, Information Systems Assurance - Summer 2026 (New York)
New York, NY job
As an Assurance Associate, Technology Risk Assurance, 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. You will have the opportunity to gain an understanding of the IT environment during fieldwork by interviewing various client personnel and performing an IT general controls risk assessment in various areas including, but not limited to new hire and terminated user controls testing, user access controls testing, and program change controls testing. Further, you will have an opportunity to work within engagement teams to develop recommendations that will help clients improve their controls environments and help develop audit strategies to respond to controls findings you discover.
Job Duties:
* Assists in performing audit engagements, including risk assessments of various companies' IT environments, consisting of - but not limited to - access administration, program change management, operations, and logical access security
* Provides input to management leaders on suggestions to improve client internal controls and procedures
* Maintains relationships with and speaks to key client personnel to obtain an understanding of IT and business operations, processes, and functions
* Assists the core financial audit team in identifying controls issues, analyzing the potential impacts of those issues on the respective audits, and developing compensating controls and substantive audit strategies to be carried out among the team
* Document work completed by preparing workpapers
* Assist engagement teams in applying tools and data analytics to enhance effectiveness and efficiency in audits
* Other duties as required
Supervisory Responsibilities:
* Opportunities are available to train and mentor interns and incoming associates after your first year as an Associate
Qualifications, Knowledge, Skills and Abilities:
Education:
* Bachelor's degree in Accounting, Information Systems, or Information Technology, required
Experience:
* Prior internship or work study experience of information systems and operational auditing experience, preferred
License/Certifications:
* Actively pursuing (or committed to) completion of one of more of the following certification exams: CISA, CISSP, CPA, CITP, CIA, or other relevant certification, required
Software:
* Proficient in the use of Microsoft Office Suite, preferred
* Exposure to various industry ERP applications, highly preferred
Language:
* N/A
Other Knowledge, Skills & Abilities:
* Excellent verbal and written communication skills
* Strong analytical and basic 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
* Basic knowledge of internal controls
* Ability to travel as necessary
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 - $90,000
Colorado Range: $73,000 - $77,000
Illinois Range: $78,000 - $82,000
Maryland Range: $83,000 - $87,000
Massachusetts Range: $83,000 - $87,000
Minnesota Range: $70,000 - $74,000
New Jersey Range: $78,000 - $82,000
NYC/Long Island/Westchester Range: $83,000 - $87,000
Ohio Range: $71,000 - $75,000
Washington Range: $78,000 - $80,000
Washington DC Range: $83,000 - $87,000
Experienced Manager, Risk Advisory Services
New York, NY job
The Assurance Experienced Manager, Risk Advisory Services is responsible for managing and delivering high value solutions to clients in the areas of Internal Auditing and internal control, including business risk assessment, business process improvement, Sarbanes-Oxley compliance, information technology audit control, financial and operational audit, business conduct and fraud/forensic investigations. In this role, the Assurance Experienced Manager, Risk Advisory Services is charged with managing a team of professionals through all stages of an internal audit or consulting engagement to include planning, field work, engagement wrap up and report composition, along with providing recommendations regarding client economic and legal risks. The Assurance Experienced Manager, Risk Advisory Services will also be responsible for providing suggestions to improve the internal controls and accounting procedures of assigned clients, as well as managing certain aspects of engagement administration.
Job Duties
Acts as primary contact for clients regarding all questions and information, including progress, challenges encountered, and issues identified
Conducts informational interviews and facilitates meetings with client management members during engagement process
Communicates control gaps and suggested improvements to processes, controls and risk management to client management and audit committees
Analyzes the client's processes, risk, and controls
Provides exceptional client service and develops advanced level deliverables and/or solutions to client issues
Proposes recommendations for a risk-based audit plan
Establishes engagement budget, provides recommendations for project scope and underlying pricing changes, as needed
Prepares periodic and timely billings, and manages adjustments to engagement realization, as needed.
Manages the engagement and underlying economics to ensure engagement metrics are achieved
Utilizes all available research aids (as practical), including databases and trade publications, to develop understanding of client's industry
Identifies, grows, and maintains strategic relationships with client personnel, including members of client management
Prepares formal and informal presentations for client meetings
Identifies new business opportunities to expand the Risk Advisory Services practice and communicates such opportunities to his/her engagement superiors
Participates in marketing and business development activities within practice
Drafts proposals and reports, and completes research, when needed
Administers project plans
Fosters a positive demeanor, learning attitude and client service mentality with staff and seniors
Other duties as required
Supervisory Responsibilities:
Supervises the day-to-day workload of RAS Senior Associates and Associates on assigned engagements and reviews work product
Ensures RAS Senior Associates and Associates are trained on all relevant software
Evaluates the performance of RAS 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 RAS Senior Associates and Associates in accordance with Firm guidance
Acts as mentor to RAS Senior Associates and Associates, as appropriate
May act as a Career Advisor to Associates and Managers
Qualifications, Knowledge, Skills and Abilities
Education:
Bachelor's degree in Accounting, Finance, Management Information Systems, or Business Intelligence, required
MBA or other relevant advanced degree, preferred
Experience:
Eight (8) years of experience within a public accounting firm or Fortune 1000 company performing Risk Assessments, internal audits, Sarbanes-Oxley Readiness services, internal control assessments, management consulting as a Financial, Operational or In Information Technology Subject Matter Expert, required
Prior supervisory experience, required
Prior experience with internal controls including process control design, preparation of flowcharts control matrices, documentation and testing of controls, and identification and reporting of control “gaps”, required
Prior experience conducting audit planning, developing audit programs, performing testing, preparing work papers, and drafting audit reports, required
Prior experience performing audits of particular industries (manufacturing, retail, distribution, energy, etc.), based upon the RAS practice's need, preferred
Prior experience performing process reviews, systems reviews and reviews of application controls, preferred
Prior experience performing audits within a public accounting environment, preferred
License/Certifications:
Certificate of Internal Auditor (“CIA”), Certified Public Accountant (“CPA”), Certified Information System Auditor (“CISA”), or equivalent certifications, required
Software:
Proficient in the use of Microsoft Office Suite, including Excel, Word, PowerPoint, required
Experience in the use of various assurance applications and research tools as is appropriate for this level, required
Experience with ACL and/or IDEA, and MS Access, preferred
Other Knowledge, Skills & Abilities:
Solid understanding and experience planning and coordinating all stages of an internal audit
Knowledge of internal accounting controls and professional standards and regulations
Strong verbal and written communication skills, specifically business / report writing
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 and ability to break down complex issues and implementing appropriate resolutions
Able to work in a demanding, deadline driven environment with a focus on details and accuracy
Solid project management skills
Sound US GAAP and GAAS knowledge and familiarity with SEC and PCAOB reporting rules. Knowledge of IFRS, a plus
Solid grasp of general IT control concepts
Excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting
Executive presence to act as primary contact for clients while preparing and presenting to clients and potential clients
Capable of resolving complex business issues
Build and maintain strong relationships with internal and 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: $130,000 - $160,000
Colorado Range: $130,000 - $160,000
Illinois Range: $130,000 - $160,000
Massachusetts Range: $130,000 - $160,000
Maryland Range: $130,000 - $160,000
Minnesota Range: $130,000 - $160,000
New Jersey Range: $130,000 - $160,000
NYC/Long Island/Westchester Range: $130,000 - $160,000
Washington Range: $130,000 - $160,000
Washington DC Range: $130,000 - $160,000
Auto-ApplyExperienced Senior Associate, Risk Advisory Services
New York, NY job
The Assurance Experienced Senior, Risk Advisory Services is responsible for providing risk consulting and issues resolution to clients in the areas of SOX, internal audit, business process improvement, information technology, and fraud investigations. In this role, the Assurance Experienced Senior, Risk Advisory Services will participate in all stages of an 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.
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, risk and controls with guidance and direction from senior Risk Advisory Services professionals
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:
Three (3) to seven (7) years of financial 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
Two (2) 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
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
Capacity to build and maintain strong relationships with client personnel
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.
California Range: $90,000 - $115,000
Colorado Range: $90,000 - $115,000
Illinois Range: $90,000 - $115,000
Maryland Range: $90,000 - $115,000
Minnesota Range: $90,000 - $115,000
New Jersey Range: $90,000 - $115,000
NYC/Long Island/Westchester Range: $90,000 - $115,000
Washington Range: $90,000 - $115,000
Washington DC Range: $90,000 - $115,000
Auto-ApplySoftware Engineer II, Tax Product Development
New York, NY job
The Software Engineer II plays a pivotal role in designing and implementing advanced features and solutions that support the Tax practice and delivery of Tax services to clients. The Software Engineer II contributes as a senior developer and key member in an Agile team to design, develop, and implement innovative tax products and solutions to address complex business needs. This role requires effective collaboration with other team members, while also providing mentorship to junior developers.
Job Duties:
Contributes as a senior developer and key member in an Agile team to design, develop, and implement innovative tax products and solutions to address complex business needs
Designs, develops, and tests software solutions using advanced web and cloud-based technologies and frameworks
Applies modern software engineering principles across the entire software lifecycle, including architecture, design, development, unit testing, code reviews, DevOps, defect remediation, troubleshooting, and release management, with a focus on best practices and efficiency
Reviews and analyzes business requirements to provide technical feasibility and accurate estimates, working closely with leads, business teams, clients, and other functional groups, to deliver high-quality software products
Mentors and guides junior engineers to enhance code quality and performance, and ensuring adherence to software engineering standards and compliance
Proactively escalates critical issues to management, and implements strategies for timely resolution, demonstrating strong problem-solving skills
Formulates and executes strategies, and develops comprehensive proposals for software design and architecture, contributing to the overall technical direction of the team
Other duties as required
Supervisory Responsibilities:
N/A
Qualifications, Knowledge, Skills, and Abilities:
Education:
Bachelor's degree required; focus in Computer Science, Technology, Engineering, Mathematics (STEM), Finance, or Accounting , preferred
Experience:
Three (3) or more years of experience with developing web applications utilizing C#, ASP.NET, HTML, JavaScript frameworks (e.g., Angular, Typescript), React or similar, required
Three (3) or more years of experience with developing stored procedures and database schemas utilizing Azure SQL and Azure Cosmos DB or similar, preferred
Proficient in applying software engineering and object-oriented programming principles, preferred
Hands-on experience with building web-based apps using front-end and full stack skills, preferred
Experience with software design, algorithms, data structures, data modeling, and design patterns, preferred
Experience writing clean code, participating in code reviews, and minimizing technical debt, preferred
Foundational understanding of Agile solution development and DevOps skills, preferred
Familiarity with SQL Server and relational database concepts, preferred
Experience analyzing business requirements and process design, preferred
Experience providing solution support post Go-Live/Production, preferred
License/Certifications:
Azure Fundamentals (Az-900) or Microsoft Developer Associate, preferred
Other certifications in Microsoft, Azure MTA / MCSD, preferred
Software:
Experience with the following products, preferred:
Microsoft Office Suite
Microsoft Visual Studio
Microsoft Azure Dev Ops or GitHub
Microsoft SQL Server and/or Azure SQL DB
Microsoft SQL Reporting Services and/or Power BI
Microsoft SQL Integration Services and/or Azure Logic Apps
Microsoft Entity Framework
HTTP Debug Tools
Other Knowledge, Skills & Abilities:
Strong verbal and written communication skills
Excellent interpersonal and customer relationship skills
Capacity to work in a deadline-driven environment while handling multiple complex projects/tasks simultaneously with a focus on details
Capable of successfully multi-tasking while working independently or within a group environment
Ability to rely on extensive experience and judgment to plan and accomplish goals
Capable of working well under pressure while dealing with unexpected problems in a professional manner
Capacity to communicate and interact with all levels of employees and management
Ability to interact and build relationships and consensus among people
Advanced knowledge of concepts, practices, and procedures within the software development industry
Strong information technology architectural and design skills
Solid project management and leadership skills to effectively act as technical lead on large projects
Capacity to consistently produce clean code and adhere to appropriate documentation standards
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: $80,000 - $110,000
Maryland Range: $80,000 - $110,000
NYC/Long Island/Westchester Range: $80,000 - $110,000
Auto-ApplyIT Experienced Manager, Technology Risk Assurance
New York, NY job
The Assurance Experienced Manager, Technology Risk Assurance is responsible for leading a team of IS Assurance professionals in the review, documentation, evaluation and testing of information technology processes and controls in a wide range of environments.
Job Duties:
* Documents and tests IT general and application controls for a wide range of software packages and technology platforms
* Prepares audit reports and recommendations associated with IS audit work performed and reviews them with the client and audit team
* Identifies opportunities to utilize computer-assisted audit techniques (CAATs) and manages the implementation of those techniques, as appropriate
* Participates in the review of internal controls based on Sarbanes-Oxley Act requirements
* Communicates to the client areas to improve processes, strengthen controls, mitigate risks, and/or increase efficiency
* Identifies and prioritizes key risks, and assesses their impact and likeliness of occurrence
* Recognizes technical concerns or issues and communicates those concerns with IS Assurance management
* Recognizes and validates relevant technical issues and brings them to the attention of client management
* Manages and reviews the IS audit work on assigned engagements
* Reviews the work product of IS Assurance Staff
* Ensures technology is appropriately integrated into the audit process
* Acts as primary client contact for all questions and issues
* Develops and maintains relationships with client personnel and management
* Conducts client interviews to obtain relevant information
* Oversees controls, tests performed and results
* Other duties as required
Supervisory Responsibilities:
* Supervises the day-to-day workload of IS Senior Associates and Associates on assigned engagements and reviews work product
* Ensures IS Assurance Senior Associates and Associates are trained on all relevant IS Assurance software and resources
* Evaluates the performance of IS Assurance 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 IS Assurance Senior Associates and Associates
* Acts as mentor to IS Assurance Senior Associates and Associates, as appropriate
Qualifications, Knowledge, Skills and Abilities:
Education:
* Bachelors' degree in Accounting, Computer Science, or Information Systems, required
* Master's in Information Systems or other relevant advanced degree, preferred
Experience:
* More than six (6) years of experience of information systems auditing experience, required
* More than four (4) years of supervisory experience, required
* Prior experience working within a public accounting or Internal Auditing environment, preferred
* Prior experience performing IT general controls and application control reviews, preferred
* Prior experience performing SAS70 (now SOC) engagements, preferred
License/Certifications:
* CPA, CISA, CISM, CRISC, CGEIT, CISSP and/or CFE certification, required
Software:
* Proficient in the use of Microsoft Office Suite, preferred
* Exposure to various industry ERP applications, highly preferred
* Exposure to operating systems (e.g., UNIX, OS400, LINUX); and databases (e.g., Oracle, SQL), preferred
Language:
* N/A
Other Knowledge, Skills & Abilities:
* Excellent verbal and written communication skills
* Strong analytical and basic research skills
* Solid organizational skills, especially the 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 manage multiple projects simultaneously
* Capable of effective managing a team of professionals and delegating work assignments as needed
* Build and maintain strong relationships with 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 internal controls
* Ability to travel up to 30%
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: $130,000 - $160,000
Illinois Range: $100,000 - $120,000
NYC/Long Island/Westchester Range: $127,000 - $160,000
Tax Director/Partner, International Tax
New York, NY job
Job Description
Title: Tax Director/Partner, International Tax
Department: International Tax Group
Supervises: Senior Managers and below Staff
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 highly skilled and experienced International Tax Director/Partner to work in the International Tax Group. This role focuses on managing complex inbound tax matters, providing strategic guidance to multinational organizations and individuals, and ensuring compliance with US and international tax laws. Tax compliance experience is a strong plus, as the position requires both technical expertise and practical application of tax rules to support our clients effectively.
RESPONSIBILITIES:
Develop and implement effective tax strategies for foreign entities with U.S. operations and with individuals.
Provide guidance on structuring inbound investments, cross-border transactions, and tax-efficient supply chains.
Advise on tax treaties, withholding taxes, and permanent establishment issues.
Oversee U.S. federal and state tax compliance for inbound entities and individuals.
Ensure accurate and timely preparation of Forms 1120-F, 5472, and related international forms.
Coordinate with internal and external teams to manage reporting requirements under FATCA and CRS.
Assess tax risks and opportunities associated with inbound investments and expansions.
Provide recommendations to minimize tax liabilities while maintaining compliance.
Stay updated on changes in U.S. and international tax laws to advise clients on potential impacts.
Build and maintain strong client relationships, acting as a trusted advisor.
Lead discussions with foreign clients on their U.S. tax obligations and planning strategies.
Collaborate with global teams to provide seamless tax solutions.
Lead and mentor a team of tax professionals, fostering growth and expertise in inbound international tax matters.
Act as a subject matter expert to rest of Anchin's tax department on all international tax related issues.
Lead marketing and networking efforts to attract new clients and expand existing relationships.
Represent the firm at industry events and conferences.
Manage risk exposure through thorough review and documentation of tax positions.
Maintain confidentiality and handle sensitive client matters with discretion.
Provide training and resources to enhance the team's technical capabilities.
Drive efficiency and innovation in tax compliance processes.
Qualifications:
Education:
Bachelor's degree in Accounting, Finance, or a related field.
CPA, JD, or Master's in Taxation preferred.
Experience:
10+ years of experience in international tax, with a focus on inbound tax matters.
Strong knowledge of U.S. international tax laws.
Experience with tax compliance and reporting for inbound entities and individuals.
Proficiency in tax research software (e.g., CCH, RIA), tax preparation tools.
Compensation:
Competitive annual salary in the range of $220,000 to $500,000, based on the 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.
Technologically Proficient: Ability to apply technology solutions to work.
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 ******************
Investment Analyst
Eisneramper job in Iselin, NJ
Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions. Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance.
Prosperity- An EisnerAmper Company is seeking an Investment Analyst, that is an experienced and motivated professional that can grow with us. The chosen candidate will join a team of high-energy, performance-driven individuals who are responsible for the investment solutions of our firm's clients, including designing and implementing the investment process.
This opportunity will be a hybrid model based out of one of the following offices: Iselin, New Jersey, Owings Mills, MD, or Raleigh, N.C. office.
What it Means to Work for Prosperity:
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:
Equity, fixed income, ETFs, and mutual fund trading.
Participate in portfolio construction, rebalancing, and management.
Analyze, monitor, and review the firm's book of business, client portfolios and trading models.
Strong focus on utilizing trading and financial analysis software.
Assist in client support and administration.
Provide research and project support to the investment committee.
Basic Qualifications:
Bachelor's degree in Finance, Economics, Accounting, Business, or closely related field
3+ years of experience in financial services
Preferred/Desired Qualifications:
Series 7 or 65 license preferred.
Familiarity with trading technologies, order management systems and rebalancing software a plus.
Proficient in Microsoft Excel, PowerPoint, and other financial software and tools, such as Morningstar
A passion for financial markets
Detail-oriented with strong organizational skills.
Strong communication skills.
Desire to work collaboratively in support of team objectives.
Willing to work in a detail-oriented and deadline-driven environment.
Ability to handle multiple projects simultaneously.
Strong work ethic, positive attitude, and professional demeanor.
Ability to learn quickly and work independently.
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa for this position now or in the future.
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.
For Minnesota, the expected salary range for this position is between $75,000 and $90,000. 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.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 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: *********************************
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Preferred Location:Iselin
Auto-ApplyIT Assurance Experienced Senior, Technology Risk Assurance
New York, NY job
An Assurance Experienced Senior, Technology Risk Assurance is responsible for planning of IS audit process and completion of testing and analysis of client software systems. In this role, the Assurance Experienced Senior, Technology Risk Assurance will be charged with documenting and testing general controls in a wide range of technology environments to analyze system security and access controls, backup recovery procedures and IS organization and administration practices.
Job Duties:
Documents and tests application and automated controls on a wide range of software application packages
Prepares audit reports and recommendations associated with IS audit work performed
Identifies opportunities to utilize computer assisted audit techniques (CAATs) and managing the implementation of those techniques, as appropriate
Participates in the review of internal controls based on Sarbanes-Oxley Act requirements
Communicates to the client areas to strengthen controls, mitigate risks and/or increase efficiency
Identifies key risks and assesses their impact and likeliness of occurrence
Recognizes technical concerns or issues and communicates those concerns with IS Assurance management
Plans and executes the IS audit work on assigned engagements
Develops and maintains relationships with client personnel and management
Conducts client interviews to obtain relevant information for non-complex clients
Performs walkthroughs of client controls
Documents controls, tests performed and results
Prepares workpapers in the required format
Applies IS audit principles and guidelines to non-complex client environment
Other duties as required
Supervisory Responsibilities:
Supervises the day-to-day workload of IS Assurance Associates on assigned engagements and reviews work product
Ensures IS Assurance Associates are trained on all relevant IS Assurance software and resources
Delivers periodic performance feedback and completes performance evaluations for IS Assurance Associates
Acts as mentor to IS Assurance Associates, as appropriate
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree in Accounting, Computer Science, or Information Systems, required
Masters in Information Systems or other relevant advanced degree, preferred
Experience:
Four (4) or more years of experience of information systems and operational auditing experience, required
One (1) or more years of supervisory experience, required
Prior experience working within a public accounting and internal auditing environment, preferred
Prior experience performing general and application control reviews, preferred
License/Certifications:
CPA, CISA, CISSP and/or CFE certification, preferred
Software:
Proficient in the use of Microsoft Office Suite, preferred
Exposure to various industry ERP applications, highly preferred
Language:
N/A
Other Knowledge, Skills & Abilities:
Excellent verbal and written communication skills
Strong analytical and basic 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
Able to effectively manage a team of professionals and delegate work assignments as needed
Build and maintain strong relationships with client personnel
Ability to successfully interact with professionals at all levels
Intermediate knowledge of internal controls
Ability to travel up to 30%
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 - $115,000
Illinois Range: $85,000 - $115,000
NYC/Long Island/Westchester Range: $85,000 - $115,000
Auto-ApplyAssurance Experienced Senior Consultant, Public Housing Authority
Woodbridge, NJ job
The Assurance Experienced Senior Consultant, Public Housing Authority is responsible for leading accounting relating engagements in collaboration with Public Housing Finance leadership.
Applies knowledge and understanding of HUD regulations and guidelines, and documents and communicates the applications of these principles as needed
Makes constructive suggestions to improve client programs and housing policies
Reviews workpapers and other work products that meets the client's requirements and quality standards
Assists in managing budgets on Finance engagements to complete work timely and within clients' expected cost
Applies comprehensive knowledge of Capital Fund Program, Housing Choice Voucher Program, Low Rent Public Housing Program, Ross Program, Hope VI, Business Activities, Component Units, and applicable State/Local Programs to draw conclusions and form an opinion on a target issue
Researches program regulations, new HUD notices, and present findings to client
Provides basic and advanced accounting services to clients including year-end and monthly reconciliation, preparation and submission of FDS, financial reporting, etc.
Leads the preparation and submission of Federal and local housing subsidy applications and federal funding for programs for clients
Other duties as required
Supervisory Responsibilities:
Coaches less experienced consultants
Provides verbal and written performance feedback to Consultants
Supervises the work assignments of Consultants with engagement team
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree in Accounting or Finance, required
Experience:
Four (4) or more years of prior experience in public accounting, required
One (1) or more years of prior supervisory experience, preferred
License/Certifications:
Actively pursuing completion of CPA licensing, required
CPA, preferred
Software:
Proficient in Microsoft Office Suite, specifically Word, Excel, and PowerPoint, required
Experience with various assurance applications and research tools, preferred
Language:
N/A
Other Knowledge, Skills, & Abilities:
Solid understanding and experience planning and coordinating the stages to perform an audit of a basic public and/or private company
Knowledge of internal accounting controls and professional standards and regulations
Strong verbal and written communication skills with the 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 and ability to break down complex issues and implementing appropriate resolutions
Ability to work in a demanding, deadline driven environment with a focus on details and accuracy
Understanding of HUD Grant Programs and related rules and regulations
Solid project management skills
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: $95,000 - $105,000
Maryland Range: $95,000 - $105,000
NYC/Long Island/Westchester Range: $95,000 - $105,000
Auto-ApplyProject Manager - Information Technology
New York, NY job
Job Description
Title: Project Manager - Information Technology
Department: IT
Supervises: N/A
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:
The IT Project Manager will lead and manage the execution of complex internal technology initiatives that align with Anchin's business goals. This role involves end-to-end project ownership - from business case development and vendor evaluation through implementation and post-go-live support - with a focus on strategic alignment, stakeholder engagement, and process efficiency. The successful candidate will partner closely with cross-functional teams, including senior leadership and department heads, to prioritize initiatives and drive measurable outcomes.
RESPONSIBILITIES:
Lead and deliver multiple IT projects across all phases of the project lifecycle (initiating, planning, executing, monitoring, controlling, and closing) with a clear focus on scope, time, cost, and quality.
Drive project scoping, requirements gathering, budget planning, and ROI analysis in collaboration with stakeholders and Business Analysts.
Coordinate vendor selection and evaluation processes, including demos, comparisons, and implementation timelines.
Develop and maintain comprehensive project documentation, including business cases, change management plans, communication plans, requirement specifications, and vendor evaluation matrices.
Use the Wrike project management platform to track tasks, dependencies, deadlines, and team accountability; generate reports for internal reviews and leadership updates.
Serve as a primary liaison between technical teams and business stakeholders, managing expectations and ensuring solution alignment with business needs.
Anticipate and mitigate risks through proactive issue resolution, stakeholder communication, and contingency planning.
Promote continuous improvement by developing reusable templates and process documentation to ensure consistency across the department.
Guide and mentor internal stakeholders on project management practices and the effective use of the Wrike project management platform for ongoing department-level planning.
QUALIFICATIONS:
Education:
Bachelor's degree (BA/BS) in Information Technology, Computer Science, Business Administration, or Project Management.
PMP certification is required.
Experience:
8 + years of progressive experience managing IT projects in a dynamic, multi-stakeholder environment.
Proven track record of managing multiple concurrent projects involving technology adoption, automation, and cross-functional coordination.
Strong understanding of project management methodologies and tools.
Proficient with Wrike or similar project management platforms.
Excellent communication, negotiation, and presentation skills.
Experience in employing a professional and diplomatic customer service approach during stakeholder conversations.
Experience working with vendors, conducting evaluations, and leading enterprise tool implementations.
Demonstrated ability to develop clear documentation and drive process improvements.
Superior critical thinking and problem-solving skills.
Desire to grow, and ability to take on increasing responsibilities.
Compensation:
Competitive compensation in the range of $100,000 to $125,000 based on the 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.
Technologically Proficient: Ability to apply technology solutions to work.
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 ******************
Assistant Controller
Jericho, NY job
Why Grassi? Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include:
Emphasizing our open-door policy through one-on-one training, having partners readily available to work with and mentor our employees, and providing a structured career path through Partner level
Strong learning & development opportunities including technical and soft skill trainings, both internally taught and externally taught by well-known instructors in the industry
“Dress for Your Day” dress code- this allows our employees to plan their outfit around their work responsibilities for the day; jeans for the office, business casual when meeting a client, etc.
Summer hours: condensed work week Monday through Thursday with an early close on Friday from Memorial Day through Labor Day
CPA exam reimbursement program including CPA review program, CPA exam fees, additional time off, passing bonus and more
Discounted gym memberships, wellness programs and a competitive benefits package
The Opportunity
Prepare annual budgets by working closely with the Firm's leaders
Update forecasts and prepare analysis of forecast vs actual results
Create dashboard of key statistics
Prepare monthly Executive Committee financial package
Prepare periodic financial statements including footnotes.
Manage benefit audits including report writing
Develop Enterprise Risk Management Program (ERM) including compliance monitoring
Preparation of annual insurance renewals
Assist with other projects as needed
Develop and implement creative technologies to improve processes
Requirements-
5+ years of senior level accounting experience
CPA a plus
4 year degree required; accounting/finance degree preferred
Must be well organized and a self-starter
Ability to interact with senior management in a professional manner
Ability to take initiative, work well independently and with others
Knowledge of Adaptive budgeting and financing tools and Sage Intacct GL a plus
Proficient in Excel and Word
About Our Firm As one of the largest and fastest growing accounting firms in the nation, Grassi is a leading provider of advisory, tax and accounting services to businesses and individuals. Grassi advisors specialize in providing industry-specific business consulting, audit, tax, and technology services to key market sectors, including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, cannabis and more. With offices in New York, Jericho, Ronkonkoma and White Plains, NY; Park Ridge, NJ; Palm Beach, FL; and Needham, MA, the firm has the depth of knowledge and experience to work effectively alongside clients across the Northeast and throughout the United States, as well as internationally through its membership in PrimeGlobal. Grassi's Company Culture Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company's high standards of inclusivity, diversity, and equity. To uphold these standards, we work with closely with our DEI Council and Grassi Women's Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. In addition, we participate in group charitable initiatives that support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares and many of Grassi's own nonprofit clients.
Core Tax Associate - Summer 2026 (Woodbridge)
Avenel, NJ job
The Tax Associate, Core Tax Services is responsible for utilizing their educational background as well as communication and organizational skills by assisting with the preparation of tax returns and research. In this role, the Tax Associate, Core Tax Services will be charged with utilizing basic research skills and working with tax software applications to complete simple tax returns for review.
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”).
Applies understanding of client's unique set of circumstances, documentation, and/or other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure that the client is in full compliance, while keeping the client's tax and reporting burden's as low as possible;
Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return;
Utilizes Firm compliance software to maximize efficiency in tax prep process
Effectively teams with Senior on completion of project (follow-up with Open items list;
Documents all significant tax positions
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 prep and/or review 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.
Applies knowledge of home state corporate, partnership and individual tax structure and filing requirements in completing assigned work;
Effectively drafts clear and concise general memorandums and correspondence;
Identifies potential relevant tax issues or opportunities as part of the tax compliance process.
Other duties as required
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelors degree in Accounting, Finance, Economics or Statistics required OR Bachelor's degree in other focus area and CPA certification required
Masters in Accountancy or Taxation preferred
Experience:
Leadership experience preferred
Accounting based internship preferred
License/Certifications:
Eligible to sit for the CPA exams; progress towards admission to practice in a U.S. jurisdiction; progress towards Internal Revenue Service Enrolled Agent (“EA”) (or progress towards the equivalent of one of these designations) upon starting employment preferred
Software:
Proficient with the Microsoft Office Suite preferred
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
Takes appropriate actions without being asked
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: $85,000 - $90,000
Colorado Range: $73,000 - $77,000
Illinois Range: $78,000 - $82,000
Maryland Range: $83,000 - $87,000
Massachusetts Range: $83,000 - $87,000
Minnesota Range: $70,000 - $74,000
New Jersey Range: $78,000 - $82,000
NYC/Long Island/Westchester Range: $83,000 - $87,000
Ohio Range: $71,000 - $75,000
Washington Range: $78,000 - $80,000
Washington DC Range: $83,000 - $87,000
Auto-Apply