Senior Tax Accountant jobs at Fiondella, Milone & Lasaracina Llp (fml)

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is a hybrid role (3 days in the office / 2 days remote). About your team: The Interactive Brokers Global Tax Team serves an important role in the success of our business. We mitigate risk and create value for our business and our customers. We partner with many functions across the company, including Accounting, Treasury, Technology, Client Service and Marketing, to assist our business in achieving our commitment to delivering value through technological innovation and providing our clients with unprecedented access to global markets at the lowest cost. The Global Tax Team sets the tax policy for the company and identifies, develops, implements, and manages tax strategies to help minimize our overall tax cost. We advise clients on the U.S. and international tax aspects of our product offerings, manage tax audits, and ensure financial reporting and tax returns are filed timely and accurately. The Interactive Brokers Global Tax team is looking for an International Tax Manager to assist with our tax computations and tax compliance relating to our non-US operations, both under the U.S. international tax rules and under the tax rules of non-US countries. This role will report to the Director, Corporate Tax Operations. A successful candidate must be a collaborative team player who is entrepreneurial, detail-oriented, and an excellent communicator. In addition, the candidate will need to collaborate with multiple tax colleagues regularly, including reviews of each other's work papers and other tax computations. What will be your responsibilities within IBKR: Calculate and prepare IBKR's U.S. federal income tax computations of its international activities, such as foreign income inclusions (e.g., Subpart F, GILTI), FTC, BEAT, foreign tax redeterminations, etc. Assist in local income tax return filing obligations for IBKR's non-US subsidiaries including the computation of estimated tax payments. Collaborate with Federal and State & Local tax compliance teams to improve the efficiency of the annual federal and state returns preparation, minimize duplication of effort, and ensure equitable workload across the income tax compliance team. Partner with the Tax Controversy team to ensure U.S. international compliance efforts are ‘audit ready' and to resolve issues raised on audit strategically and efficiently. Analyze and compute in preparing IRS Forms 5471/5472, 8858, 8865, 1118 and other international tax reporting/disclosures for the U.S. federal tax return, including GILTI, FDII, and Subpart F analysis and computations. Provide support and analysis to the tax reporting team on the quarterly income tax provision of the organization's international operations under ASC 740, including GILTI, FDII, and Subpart F. Assist in analyzing and computing items related to Pillar 2, including analysis as to the applicability of safe harbors, any top-up tax, and the preparation of the GloBE Information Return. Collect data and provide analysis regarding transfer pricing requirements, including BEPS and country-by-country reporting. Which skills are required: 7+ years of relevant tax experience, ideally with a mix of industry and Big 4 accounting firm experience CPA and/or MS in Taxation preferred. Significant experience with the preparation and review of U.S. and International tax returns Excellent speaking and communication skills while working with business teams and explaining tax concepts to tax and non-tax audiences. Outstanding detail-orientation and process-orientation skills. Experience with external tax compliance software is a plus. Willingness to pivot, learn, and adapt to new, evolving, and changing tax responsibilities. Excellent analytical and problem-solving skills, with the ability to analyze complex tax issues Strong project management skills, with the ability to manage multiple priorities and deadlines in a fast-paced environment Advanced Excel skills required To be successful in this position, you will have the following: Self-motivated and able to handle tasks with minimal supervision. Superb analytical and problem-solving skills. Excellent collaboration and communication (Verbal and written) skills Outstanding organizational and time management skills Company Benefits & Perks Competitive salary, annual performance-based bonus and stock grant Retirement plan 401(k) with a competitive company match Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP) Paid time off and a generous parental leave policy Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snack Corporate events, including team outings, dinners, volunteer activities and company sports teams Education reimbursement and learning opportunities Modern offices with multi-monitor setups

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is a hybrid role (3 days in the office / 2 days remote). About your team: The Interactive Brokers Global Tax Team serves an important role in the success of our business. We mitigate risk and create value for our business and our customers. We partner with many functions across the company, including Accounting, Treasury, Technology, Client Service and Marketing, to assist our business in achieving our commitment to delivering value through technological innovation and providing our clients with unprecedented access to global markets at the lowest cost. The Global Tax Team sets the tax policy for the company and identifies, develops, implements, and manages tax strategies to help minimize our overall tax cost. We advise clients on the U.S. and international tax aspects of our product offerings, manage tax audits, and ensure financial reporting and tax returns are filed timely and accurately. The Interactive Brokers Global Tax team is looking for an International Tax Manager to assist with our tax computations and tax compliance relating to our non-US operations, both under the U.S. international tax rules and under the tax rules of non-US countries. This role will report to the Director, Corporate Tax Operations. A successful candidate must be a collaborative team player who is entrepreneurial, detail-oriented, and an excellent communicator. In addition, the candidate will need to collaborate with multiple tax colleagues regularly, including reviews of each other's work papers and other tax computations. What will be your responsibilities within IBKR: Calculate and prepare IBKR's U.S. federal income tax computations of its international activities, such as foreign income inclusions (e.g., Subpart F, GILTI), FTC, BEAT, foreign tax redeterminations, etc. Assist in local income tax return filing obligations for IBKR's non-US subsidiaries including the computation of estimated tax payments. Collaborate with Federal and State & Local tax compliance teams to improve the efficiency of the annual federal and state returns preparation, minimize duplication of effort, and ensure equitable workload across the income tax compliance team. Partner with the Tax Controversy team to ensure U.S. international compliance efforts are 'audit ready' and to resolve issues raised on audit strategically and efficiently. Analyze and compute in preparing IRS Forms 5471/5472, 8858, 8865, 1118 and other international tax reporting/disclosures for the U.S. federal tax return, including GILTI, FDII, and Subpart F analysis and computations. Provide support and analysis to the tax reporting team on the quarterly income tax provision of the organization's international operations under ASC 740, including GILTI, FDII, and Subpart F. Assist in analyzing and computing items related to Pillar 2, including analysis as to the applicability of safe harbors, any top-up tax, and the preparation of the GloBE Information Return. Collect data and provide analysis regarding transfer pricing requirements, including BEPS and country-by-country reporting. Which skills are required: 7+ years of relevant tax experience, ideally with a mix of industry and Big 4 accounting firm experience CPA and/or MS in Taxation preferred. Significant experience with the preparation and review of U.S. and International tax returns Excellent speaking and communication skills while working with business teams and explaining tax concepts to tax and non-tax audiences. Outstanding detail-orientation and process-orientation skills. Experience with external tax compliance software is a plus. Willingness to pivot, learn, and adapt to new, evolving, and changing tax responsibilities. Excellent analytical and problem-solving skills, with the ability to analyze complex tax issues Strong project management skills, with the ability to manage multiple priorities and deadlines in a fast-paced environment Advanced Excel skills required To be successful in this position, you will have the following: Self-motivated and able to handle tasks with minimal supervision. Superb analytical and problem-solving skills. Excellent collaboration and communication (Verbal and written) skills Outstanding organizational and time management skills Company Benefits & Perks Competitive salary, annual performance-based bonus and stock grant Retirement plan 401(k) with a competitive company match Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP) Paid time off and a generous parental leave policy Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snack Corporate events, including team outings, dinners, volunteer activities and company sports teams Education reimbursement and learning opportunities Modern offices with multi-monitor setups

A Career with Point72's Tax Team The Tax team conducts tax research and planning projects, and oversees Point72's tax compliance for hedge funds, private equity and management companies, high net worth individuals, and tax-exempt organizations. The team manages all tax-related projects with external counsel, public accounting firms, and internally within Point72. The Tax team coordinates with Big Four accounting firms to prepare and review partnership, corporate, individual, international, and state returns. The team also invests significantly in technology to help automate its compliance process, and has partnered with the firm's Tax Technology team to build out its own proprietary tax software system(s). What You'll Do Manage all aspects of the management company tax compliance process, including operating partnerships, S-corporations, foreign DREs, partnerships, and CFCs Streamline the tax information gathering process and provide advice on issues such as deferred compensation, R&D, capital expenditures, and new investment structuring on an ad hoc basis Prepare and/or review tax workpapers, with a focus on designing and implementing comprehensive checklists and process documentation to mitigate tax risks Collaborate with the Accounting team and external tax compliance service providers to ensure compliance deliverables are prepared to the highest quality and filed on a timely basis Collect, review, and draft materials in response to audits conducted by federal and state taxing authorities Provide tax expertise and research to address day-to-day issues effectively and quickly for management companies and related affiliates Continuously enhance existing automation processes to streamline tax report preparation and review through the firm's internal proprietary tax technology Support the Payroll team with global mobility inquiries related to permanent establishment (PE) exposure for management companies and investment funds Monitor and proactively communicate potential U.S. tax law changes and their impact to relevant stakeholders Demonstrate a team-oriented mentality, bringing a sense of urgency and attention to detail to all requests and projects What's Required 7+ years of experience in U.S. taxation, with significant focus on operating partnerships within asset management firms Bachelor's degree in accounting or related field CPA license or concrete roadmap to obtain licensure In-depth knowledge of multi-national management companies, including exposure to technical issues such as fixed asset depreciation, aircraft SIFL analysis, interest expense limitation, IRC §174 capitalization, R&D tax credits, transfer pricing revenue apportionment, deferred compensation, and employee fringe benefits Strong state and local tax experience, including allocation and apportionment, unitary/combined filings, and tiered partnership structures Proficiency in reporting foreign (non-U.S.) activities, including issues such as GILTI and Forms 8858, 8865, and 5471 Proven track record of automation initiatives and focus on advancing technology Effective oral and written communication skills Commitment to the highest ethical standards We Take Care of Our People We invest in our people, their careers, their health, and their well-being. We want you to focus on success while we take care of the rest. When you work here, we provide: Private medical and dental insurance. Generous parental and family leave policies. Volunteer opportunities. Support for employee-led affinity groups representing women, people of color, and the LGBTQ+ community. Mental and physical wellness programs. Tuition assistance. A 401(k) savings program with an employer match and more. About Point72 Point72 is a leading global alternative investment firm led by Steven A. Cohen. Building on more than 30 years of investing experience, Point72 seeks to deliver superior returns for its investors through fundamental and systematic investing strategies across asset classes and geographies. We aim to attract and retain the industry's brightest talent by cultivating an investor-led culture and committing to our people's long-term growth. For more information, visit *********************

The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, the Manager is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy. In addition, the Manager will be involved in the marketing, networking, and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients. 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”) Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate Communicates with client and Assurance any issues identified in tax accrual reviews Plans and reviews the tax process and the procedures to be performed to include: Budgeting and staffing Monitoring engagement process and actual time incurred vs. budget with assistance of Senior Timely billing including management of identified out-of-scope activity and communication to client Timely collection of A/R Manages client relationships/expectations in accordance with the project Provides advice to clients in a timely manner Research: Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis Applies most Firm and professional standards for preparation of WTA and tax returns Involves firm specialists, as appropriate 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 Applies, correctly and proactively, ASC 740-10, and Firm policies, standards, and BDO TQM regarding them Explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740-10 Communicates with Assurance counterparts to timely plan tax accrual reviews, including budget, scope and delivery dates Utilizes and manages STS, as needed Tax Consulting: Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes Considers the applicability of CTS and STS consulting specialties for each client Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client Serves as a technical resource Ensures client service teams comply with Firm policy; regarding Written Tax Advice (“WTA”), Provides effective assistance with exam support Frames projects and issues for effective delegation to seniors and associates Tax Specialization: Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists Strategy Development: Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits Reviews studies of tax implications and offers clients alternative courses of action Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods Other duties as required Supervisory Responsibilities: Supervises associates and senior associates on all projects Reviews work prepared by associates and senior associates and provide review comments Trains Associates and Seniors how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages workload of associates and senior associates Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree, required; major in Accounting, Finance, Economics or Statistics, preferred Masters in Accountancy or Taxation, preferred Experience: Five (5) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required Prior supervisory experience, required Industry expertise in one or more tax specialty, 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), required Possession of other professional degrees or certifications applicable to role, preferred Software: Proficient with the Microsoft Office Suite, preferred Experience with tax research databases and tax compliance process software, preferred Language: N/A Other Knowledge, Skills & Abilities: Superior verbal and written communication skills Ability to effectively delegate work as needed Strong analytical, research and critical thinking skills as well as decision-making skills Capacity to work well in a team environment Capable of developing and managing a team of tax professionals Ability to compose written tax advice Capable of effectively developing and maintaining client relationships Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients 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: $112,000 - $150,000 Colorado Range: $104,500 - $115,500 Illinois Range: $105,000 - $130,000 Maryland Range: $113,000 - $120,000 Massachusetts Range: $120,000 - $127,000 Minnesota Range: $90,000 - $120,000 New Jersey Range: $115,000 - $140,000 NYC/Long Island/Westchester Range: $125,000 - $160,000 Washington Range: $107,400 - $126,900 Washington DC Range: $120,000 - $140,000

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 Senior Associate to expand our Real Estate Tax practice. Our Real Estate Tax practice serves a wide range of clients with specific needs including real estate private equity funds, public and private REITs, as well as privately owned Real Estate held by family offices or joint ventures. This open position offers the opportunity to join a high-performing, high-growth team while working with complex clients in the Real Estate industry with a focus on real estate private equity funds and REITs. We are seeking someone who thrives in a growing environment and provides clients with exceptional services. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed below. What it Means to Work for EisnerAmper: * You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry * You will have the flexibility to manage your days in support of our commitment to work/life balance * You will join a culture that has received multiple top "Places to Work" awards * We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions * We understand that embracing our differences is what unites us as a team and strengthens our foundation * Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work * Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts What Work You Will be Responsible For: * Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations. * Build impactful relationships with new and existing clients and maintain relationships with firm leadership. * Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines. * Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements. * Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services. * Mentor and coach junior team members. * Professional Development: Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise. Basic Qualifications: * Bachelor's degree in Accounting or equivalent field is required * 2+ years of tax compliance and/or tax consulting experience working for a Big 4 or a large national, regional or local accounting firm * Relevant work experience with real estate, REITs, private equity or emerging businesses Preferred/Desired Qualifications: * Master's Degree in Taxation or relevant field * CPA (Certified Public Accountant), or parts passed towards completion, OR IRS (Internal Revenue Service) Enrolled Agent Certification * Experience using GoSystems or CCH Axcess tax software We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law. About Our Tax Team: As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way. A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation, and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs. Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees including 400 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: ********************************* #LI-MA1 #LI-Hybrid Preferred Location: New York For NYC and California, the expected salary range for this position is between 80000 and 115000 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are 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 will 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 manager to expand our Real Estate Tax practice. Our Real Estate Tax practice serves a wide range of clients with specific needs including real estate private equity funds, public and private REITs, as well as privately owned Real Estate held by family offices or joint ventures. This open position offers the opportunity to join a high-performing, high-growth team while working with complex clients in the Real Estate industry. We are seeking someone who thrives in a growing environment and provides clients with exceptional services. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed below. What it Means to Work for EisnerAmper: * You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry * You will have the flexibility to manage your days in support of our commitment to work/life balance * You will join a culture that has received multiple top "Places to Work" awards * We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions * We understand that embracing our differences is what unites us as a team and strengthens our foundation * Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: * Running client engagements from start to finish, including planning, executing, directing, and completing tax projects on time, within budget, and up to management standards * Building impactful relationships with new and existing clients and maintaining relationships with firm leadership. * Taking responsibility for accurate time and billing for self and team. * Developing a working knowledge of the client's business, taking responsibility for completing assigned tasks, and meeting client deadlines. * Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. * Staying updated on changes in tax laws, regulations, and accounting standards, and proactively applying new knowledge to client engagements. * Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services. * Hold self and direct reports responsible for achieving developmental goals * Mentor and coach junior team members. * Professional Development: Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise. Basic Qualifications: * Bachelor's degree in accounting or equivalent field is required * 4+ years of tax compliance and/or tax consulting experience with a niche focus on real estate, REITs, private equity, or emerging businesses * CPA or IRS Enrolled Agent Certification required Preferred/Desired Qualifications: * Master's degree in taxation or relevant field * Experience using GoSystems or CCH Axcess tax software EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About Our Tax Team: As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way. A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation, and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs. Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we are able to spend more time conducting impactful business advisory services for our clients. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees including 400 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: ********************************* #LI-MA1 #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.

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is a hybrid role (3 days in the office/2 days remote). About your team: The Interactive Brokers Global Tax Team serves an important role in the success of our business. We mitigate risk and create value for our business and our customers. We partner with many functions across the company, including Accounting, Treasury, Technology, Customer Service and Marketing, to assist our business for achieving our commitment of delivering value through technological innovation and providing our clients with unprecedented access to global markets at the lowest cost. The Global Tax Team sets the tax policy for the company, identifies, develops, implements, and manages tax strategies to help minimize our overall tax cost. We advise on the U.S. and international tax aspects of our product offerings to customers, manage tax audits, and ensure financial reporting and tax returns are filed timely and accurately. The Interactive Brokers Global Tax team is looking for a detail-oriented and motivated individual to join our tax team as a Senior Accountant - US SALT (State and Local Tax). This role is ideal for tax professionals with a solid foundation in state and local tax compliance who are looking to expand their expertise and take on greater responsibility in tax research, planning, and process improvement. What will be your responsibilities within IBKR: * Assist in preparing, reviewing and filing state and local income/franchise, sales/use, and property tax returns. * Support audits and respond to notices from state and local tax authorities. * Conduct research on state and local tax laws and regulations. * Monitor legislative changes and assess their impact on the company's tax position, including evaluation of tax accounting reserves. * Maintain tax calendars and ensure timely compliance. * Assist with nexus studies and apportionment analyses. * Collaborate with internal departments to gather data and ensure accurate reporting. * Identify opportunities for process improvements and tax planning strategies What skills are required: * Bachelor's degree in Accounting, Finance, or a related field * CPA certification (or actively pursuing with completion expected) desired * 5-7 years of progressive experience in SALT compliance and consulting (public accounting or corporate tax department) * Demonstrated expertise in multistate tax concepts, nexus, apportionment, and tax research tools (e.g., Bloomberg Tax, CCH, Thomson Reuters) * Strong analytical and problem-solving skills with ability to handle complex tax issues * Advanced proficiency in Microsoft Excel (pivot tables, lookups, data analysis) * Excellent written and verbal communication skills with ability to explain technical concepts * Strong attention to detail and process orientation * Experience with external tax compliance software (OneSource or ProSystem fx) preferred * Proven ability to manage multiple priorities and deadlines in a fast-paced environment * Strong project management and organizational skills * Adaptability to evolving tax responsibilities and emerging challenges To be successful in this position, you will have the following: * Self-motivation and the ability to work independently. * Excellent analytical and problem-solving skills. * Strong collaboration and communication skills, both verbal and written. * Outstanding organizational and time management abilities. Company Benefits & Perks * Competitive salary, annual performance-based bonus, and stock grant. * 401(k) retirement plan with company match. * Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium. * Wellness screenings, health coaches, and counseling services through our Employee Assistance Program (EAP). * Paid time off and a generous parental leave policy. * Daily lunch allowance and a fully stocked kitchen with healthy breakfast and snack options. * Corporate events, including team outings, dinners, volunteer activities, and company sports teams. * Education reimbursement and learning opportunities. * Modern offices with multi-monitor setups.

JOB SUMMARYTHE FOCUS IS YOU: As a Tax Senior Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Manager oversees client relationships and acts as a liaison between internal staff and internal leaders to ensure high-quality work is conducted and delivered to our clients. Tax Strategy and Engagement Oversight Develop and implement comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities Analyze complex tax scenarios, including mergers, acquisitions, and other strategic transactions, to provide optimal solutions Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards Monitor engagement progress, budgets, and timelines, make adjustments as needed to meet client expectations Research and Analysis Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives Lead tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making Client Communication Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters Compliance and Documentation Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements Team Collaboration Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work Foster a collaborative team environment, promoting knowledge sharing and effective communication among team members Participate in internal training sessions to enhance your technical skills and stay updated on industry trends Process Improvement and Innovation Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services Ensure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables Strategic Business Development Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm's growth strategy Participate in proposal development and presentations to prospective clients Supervisory responsibilities Will supervise subordinate team members Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's needs Required education and experience Bachelor's degree in accounting, finance, or a related field 8+ years of relevant experience CPA or Enrolled Agent license Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting Specific positions may require additional industry or specialization certifications Responsible for completing the minimum CPE credit requirement Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience Juris Doctor (JD) degree for specialty positions Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JOB SUMMARYAs a Tax Senior Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Accountant maintains client relationships and oversees the work of internal staff and works closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients. Tax Preparation Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.) Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives Research and Analysis Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying opportunities to minimize tax liabilities and optimize financial outcomes Collaborate with the internal team to assist in providing expert guidance on complex tax matters, including mergers, acquisitions, restructurings, and other business transactions Client Communication Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications Compliance and Documentation Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements Team Collaboration Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members Participate in internal training sessions to enhance your technical skills and stay updated on industry trends Process Improvement and Innovation Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services Supervisory responsibilities May supervise subordinate team members Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's needs Required education and experience Bachelor's degree in accounting, finance, or a related field 3 - 6 years of relevant experience Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained Responsible for completing the minimum CPE credit requirement Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Job Description When you work at Whittlesey, you join a diverse team that provides today's business leaders with leading assurance, advisory, tax, and technology services. Whittlesey is proud to announce that we have been named one of the “Best of the Best" Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. IPA's annual “Best of the Best” list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year. We have an exciting career opportunity for a Tax Manager to join our Tax team. This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations. This model encourages collaboration and creativity while still providing team members with flexibility. Our Culture Whittlesey has the experience and expertise of a large, national firm with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their careers while also receiving personal coaching. From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals. Collaboration and community are key values in our culture. Whether you are new to the Firm or have been here for several years, we respect each team member's unique talents and value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year and encourage our partners and team members to become actively involved in volunteerism. Benefits and Work-Life Integration Meeting your professional goals does not mean you must sacrifice your personal life, which is why we adhere to a culture of work-life integration. We offer our team members flexible work schedules depending on their department's needs and a competitive paid time off program. Whittlesey also offers a competitive subsidized benefit package that includes medical and dental coverage. Other benefits include LTD and life insurance, all paid entirely by the Firm, and a 401(k) plan that includes profit sharing. What you will be doing Engage in strategic client planning, including analysis, plan development, recommendations, and presentations. Manage project budgets for tax services, ensuring profitability throughout the engagement process. Assist with client billings, ensuring appropriate write-offs. Represent clients in IRS matters before federal and state tax authorities. Coordinate various phases of large tax engagements, managing staff requirements, scheduling, and locations to ensure smooth operations. Utilize reporting and analytics to monitor budgets throughout engagements and maintain firm profitability. Identify additional services for existing clients and establish new business through referrals and contacts. What you must have Bachelor's degree in accounting from an accredited college or university, and/or equivalent years of experience. CPA license required. Minimum 5 years of experience in tax compliance. Industry specific knowledge may be required. Must possess a valid state drivers' license. Whittlesey is dedicated to building a diverse and inclusive workforce, so we encourage you to apply even if you feel you may not be an exact fit. Qualified applicants will receive consideration for employment regardless of their race, color, religion, sex, sexual orientation, gender, gender identity, age, national origin or protected veteran status and will not be discriminated based on disability. Join us and make a meaningful impact in a collaborative and innovative environment. Apply now to be part of our team!

Job Description When you work at Whittlesey, you join a diverse team that provides today's business leaders with leading assurance, advisory, tax, and technology services. Whittlesey is proud to announce that we have been named one of the “Best of the Best" Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. IPA's annual “Best of the Best” list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year. We have an exciting career opportunity for a Senior Tax Associate to join our Tax team. This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations. This model encourages collaboration and creativity while still providing team members with flexibility. Our Culture Whittlesey has the experience and expertise of a large, national firm with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their careers while also receiving personal coaching. From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals. Collaboration and community are key values in our culture. Whether you are new to the Firm or have been here for several years, we respect each team member's unique talents and value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year and encourage our partners and team members to become actively involved in volunteerism. Benefits and Work-Life Integration Meeting your professional goals does not mean you must sacrifice your personal life, which is why we adhere to a culture of work-life integration. We offer our team members flexible work schedules depending on their department's needs and a competitive paid time off program. Whittlesey also offers a competitive subsidized benefit package that includes medical and dental coverage. Other benefits include LTD and life insurance, all paid entirely by the Firm, and a 401(k) plan that includes profit sharing. What you will be doing Prepare and execute high-quality tax documentation, demonstrating a thorough understanding of industry-specific accounting. Solve complex problems by applying accounting principles and tax procedures to meet client deadlines. Review the work of associates and interns to ensure compliance with tax procedures and effective documentation. Implement Whittlesey's tax documentation methodology, ensuring consistency and adherence to established procedures. Proactively communicate progress to engagement teams, management, and associates. Monitor engagement budgets, managing both your time and the time of associates to ensure budgetary compliance. What you must have Bachelor's degree in accounting from an accredited college or university and/or equivalent years of experience. CPA license or actively pursuing CPA license. 150 credit hours for CPA certification or actively pursuing. Minimum two years of experience in tax compliance. Must possess a state Driver's License. Whittlesey is dedicated to building a diverse and inclusive workforce, so we encourage you to apply even if you feel you may not be an exact fit. Qualified applicants will receive consideration for employment regardless of their race, color, religion, sex, sexual orientation, gender, gender identity, age, national origin or protected veteran status and will not be discriminated based on disability. Join us and make a meaningful impact in a collaborative and innovative environment. Apply now to be part of our team!

Job Description When you work at Whittlesey, you join a diverse team that provides today's business leaders with leading assurance, advisory, tax, and technology services. Whittlesey is proud to announce that we have been named one of the “Best of the Best" Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. IPA's annual “Best of the Best” list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year. We have an exciting career opportunity for a Senior Tax Manager to join our Tax Team. This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations. This model encourages collaboration and creativity while still providing team members with flexibility. Our Culture Whittlesey has the experience and expertise of a large, national firm with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their careers while also receiving personal coaching. From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals. Collaboration and community are key values in our culture. Whether you are new to the Firm or have been here for several years, we respect each team member's unique talents and value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year and encourage our partners and team members to become actively involved in volunteerism. Benefits and Work-Life Integration Meeting your professional goals does not mean you must sacrifice your personal life, which is why we adhere to a culture of work-life integration. We offer our team members flexible work schedules depending on their department's needs and a competitive paid time off program. Whittlesey also offers a competitive subsidized benefit package that includes medical and dental coverage. Other benefits include LTD and life insurance, all paid entirely by the Firm, and a 401(k) plan that includes profit sharing. What you will be doing Oversee strategic client planning, including detailed analysis, plan development, and impactful presentations. Manage tax profitability by analyzing procedures and suggesting improvements. Establish and manage project budgets for tax services throughout the engagement process. Represent clients in IRS matters before federal and state tax authorities. Manage large tax engagements, including staffing, scheduling, and location requirements to ensure smooth operations. Monitor engagement budgets through analytics and reporting, making adjustments as needed to maintain profitability. Provide technical expertise to team members, staying current with industry standards and acting as a subject matter expert. Direct all client meetings and presentations, fostering strong relationships with current and prospective clients. Identify additional services for existing clients and develop new business through referrals and contacts, including cross-selling opportunities. Develop a well-defined marketing plan and work towards building your own book of business. What you must have Bachelor's degree in accounting from an accredited college or university, and/or equivalent years of experience. CPA license required. Minimum 8 years of experience in tax compliance. Industry specific knowledge required. Must possess a valid state drivers' license. Whittlesey is dedicated to building a diverse and inclusive workforce, so we encourage you to apply even if you feel you may not be an exact fit. Qualified applicants will receive consideration for employment regardless of their race, color, religion, sex, sexual orientation, gender, gender identity, age, national origin or protected veteran status and will not be discriminated based on disability. Join us and make a meaningful impact in a collaborative and innovative environment. Apply now to be part of our team!

Job Description When you work at Whittlesey, you join a diverse team that provides today's business leaders with leading assurance, advisory, tax, and technology services. Whittlesey is proud to announce that we have been named one of the “Best of the Best" Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. IPA's annual “Best of the Best” list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year. We have an exciting career opportunity for a Senior Tax Associate to join our Tax team. This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations. This model encourages collaboration and creativity while still providing team members with flexibility. Our Culture Whittlesey has the experience and expertise of a large, national firm with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their careers while also receiving personal coaching. From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals. Collaboration and community are key values in our culture. Whether you are new to the Firm or have been here for several years, we respect each team member's unique talents and value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year and encourage our partners and team members to become actively involved in volunteerism. Benefits and Work-Life Integration Meeting your professional goals does not mean you must sacrifice your personal life, which is why we adhere to a culture of work-life integration. We offer our team members flexible work schedules depending on their department's needs and a competitive paid time off program. Whittlesey also offers a competitive subsidized benefit package that includes medical and dental coverage. Other benefits include LTD and life insurance, all paid entirely by the Firm, and a 401(k) plan that includes profit sharing. What you will be doing Prepare and execute high-quality tax documentation, demonstrating a thorough understanding of industry-specific accounting. Solve complex problems by applying accounting principles and tax procedures to meet client deadlines. Review the work of associates and interns to ensure compliance with tax procedures and effective documentation. Implement Whittlesey's tax documentation methodology, ensuring consistency and adherence to established procedures. Proactively communicate progress to engagement teams, management, and associates. Monitor engagement budgets, managing both your time and the time of associates to ensure budgetary compliance. What you must have Bachelor's degree in accounting from an accredited college or university and/or equivalent years of experience. CPA license or actively pursuing CPA license. 150 credit hours for CPA certification or actively pursuing. Minimum two years of experience in tax compliance. Must possess a state Driver's License. Whittlesey is dedicated to building a diverse and inclusive workforce, so we encourage you to apply even if you feel you may not be an exact fit. Qualified applicants will receive consideration for employment regardless of their race, color, religion, sex, sexual orientation, gender, gender identity, age, national origin or protected veteran status and will not be discriminated based on disability. Join us and make a meaningful impact in a collaborative and innovative environment. Apply now to be part of our team!

Job Description When you work at Whittlesey, you join a diverse team that provides today's business leaders with leading assurance, advisory, tax, and technology services. Whittlesey is proud to announce that we have been named one of the “Best of the Best" Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. IPA's annual “Best of the Best” list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year. We have an exciting career opportunity for a Tax Manager to join our Tax team. This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations. This model encourages collaboration and creativity while still providing team members with flexibility. Our Culture Whittlesey has the experience and expertise of a large, national firm with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their careers while also receiving personal coaching. From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals. Collaboration and community are key values in our culture. Whether you are new to the Firm or have been here for several years, we respect each team member's unique talents and value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year and encourage our partners and team members to become actively involved in volunteerism. Benefits and Work-Life Integration Meeting your professional goals does not mean you must sacrifice your personal life, which is why we adhere to a culture of work-life integration. We offer our team members flexible work schedules depending on their department's needs and a competitive paid time off program. Whittlesey also offers a competitive subsidized benefit package that includes medical and dental coverage. Other benefits include LTD and life insurance, all paid entirely by the Firm, and a 401(k) plan that includes profit sharing. What you will be doing Engage in strategic client planning, including analysis, plan development, recommendations, and presentations. Manage project budgets for tax services, ensuring profitability throughout the engagement process. Assist with client billings, ensuring appropriate write-offs. Represent clients in IRS matters before federal and state tax authorities. Coordinate various phases of large tax engagements, managing staff requirements, scheduling, and locations to ensure smooth operations. Utilize reporting and analytics to monitor budgets throughout engagements and maintain firm profitability. Identify additional services for existing clients and establish new business through referrals and contacts. What you must have Bachelor's degree in accounting from an accredited college or university, and/or equivalent years of experience. CPA license required. Minimum 5 years of experience in tax compliance. Industry specific knowledge may be required. Must possess a valid state drivers' license. Whittlesey is dedicated to building a diverse and inclusive workforce, so we encourage you to apply even if you feel you may not be an exact fit. Qualified applicants will receive consideration for employment regardless of their race, color, religion, sex, sexual orientation, gender, gender identity, age, national origin or protected veteran status and will not be discriminated based on disability. Join us and make a meaningful impact in a collaborative and innovative environment. Apply now to be part of our team!

Job Description When you work at Whittlesey, you join a diverse team that provides today's business leaders with leading assurance, advisory, tax, and technology services. Whittlesey is proud to announce that we have been named one of the “Best of the Best" Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. IPA's annual “Best of the Best” list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year. We have an exciting career opportunity for a Senior Tax Manager to join our Tax Team. This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations. This model encourages collaboration and creativity while still providing team members with flexibility. Our Culture Whittlesey has the experience and expertise of a large, national firm with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their careers while also receiving personal coaching. From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals. Collaboration and community are key values in our culture. Whether you are new to the Firm or have been here for several years, we respect each team member's unique talents and value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year and encourage our partners and team members to become actively involved in volunteerism. Benefits and Work-Life Integration Meeting your professional goals does not mean you must sacrifice your personal life, which is why we adhere to a culture of work-life integration. We offer our team members flexible work schedules depending on their department's needs and a competitive paid time off program. Whittlesey also offers a competitive subsidized benefit package that includes medical and dental coverage. Other benefits include LTD and life insurance, all paid entirely by the Firm, and a 401(k) plan that includes profit sharing. What you will be doing Oversee strategic client planning, including detailed analysis, plan development, and impactful presentations. Manage tax profitability by analyzing procedures and suggesting improvements. Establish and manage project budgets for tax services throughout the engagement process. Represent clients in IRS matters before federal and state tax authorities. Manage large tax engagements, including staffing, scheduling, and location requirements to ensure smooth operations. Monitor engagement budgets through analytics and reporting, making adjustments as needed to maintain profitability. Provide technical expertise to team members, staying current with industry standards and acting as a subject matter expert. Direct all client meetings and presentations, fostering strong relationships with current and prospective clients. Identify additional services for existing clients and develop new business through referrals and contacts, including cross-selling opportunities. Develop a well-defined marketing plan and work towards building your own book of business. What you must have Bachelor's degree in accounting from an accredited college or university, and/or equivalent years of experience. CPA license required. Minimum 8 years of experience in tax compliance. Industry specific knowledge required. Must possess a valid state drivers' license. Whittlesey is dedicated to building a diverse and inclusive workforce, so we encourage you to apply even if you feel you may not be an exact fit. Qualified applicants will receive consideration for employment regardless of their race, color, religion, sex, sexual orientation, gender, gender identity, age, national origin or protected veteran status and will not be discriminated based on disability. Join us and make a meaningful impact in a collaborative and innovative environment. Apply now to be part of our team!

Our Mission “Preparing Our Community to Meet Life's challenges.” We help everyone who comes to our door with resources for both immediate needs and long-term goals. Our network of programs, services, and experiences strengthen individuals, families, and communities and provides opportunities for growth and economic stability. Come join our team! When you become an employee at the Community Renewal Team (CRT), you will join a host of others with an average tenure of nine years of service. Some of our employees have celebrated more than twenty + years of service. You'll participate in fun activities, themed- employee appreciation events, organization sponsored golf tournaments, etc. We celebrate the accomplishments of employees using our Wall of Excellence highlighting employees of the month. Opportunities to grow within the organization are plentiful. Most of our employees started in entry level positions and have been promoted throughout their career. JOB DESCRIPTION POSITION TITLE: Staff Accountant DEPARTMENT: Finance FLSA STATUS: Non-Exempt REPORTS TO: Accounting/Payroll Manager The purpose of this position is to support the Agency's needs by performing assigned responsibilities related to general ledger reporting, bank account reconciliations, and internal financial reporting including cost allocations associated with the Agency's monthly financial reporting. ESSENTIAL JOB FUNCTIONS The list of essential functions, as outlined herein, is intended to be representative of the tasks performed within this classification. It is not necessarily descriptive of any one position in the class. The omission of an essential function does not preclude management from assigning duties not listed herein if such functions are a logical assignment to the position. Ensures the timely closure of the month-end and year-end closing process for assigned areas to include but not limited to, monthly journal entries, general account reconciliations. Assists with general ledger maintenance and monitoring to assigned areas. Prepares assigned monthly bank reconciliations for designated bank accounts to be reviewed by the Accounting/Payroll Manager or Controller. Coordinates with payroll to prepare necessary allocation adjustments as it relates to all completed Request for Personnel Action forms. Prepares the monthly payroll and vacation accrual entries for review by the Accounting/Payroll Manager. Responsible for overseeing and revising, as necessary, occupancy tables used to track the applicable occupancy costs of each CRT location to the applicable programs. Responsible for overseeing and revising allocation tables for the Agency's cell phone, copier, and insurance expenses to track the applicable costs to each program. Assist in the preparation of journal entries to be reviewed by the Accounting/Payroll Manager or Controller, to allocate indirect and administrative support expenses and to reconcile general ledger and subsidiary accounts. Maintains information in the occupancy tables and provides information as needed to the Accounting/Payroll Manager and the Budget Controls Manager. Coordinates with internal departments related to fixed asset monitoring and maintenance. Monitors and calculates monthly depreciation expenses. Assists with monthly, quarterly, and annual closing and audit processes. Under supervision of the Controller and Sr. Director of Administration, processes monthly rental activities and monthly closing items related to CRT's multi-family properties in the respective subsidiary's general ledger. Acts as back-up for the Accounts Receivable Specialist to make deposits on behalf of CRT. Acts as a lead for assigned areas in the coordination of the year end audit. Works closely with outside accounting firm(s) to provide necessary lead schedules and supporting work papers related to the general ledger. ADDITIONAL JOB FUNCTIONS Perform all other duties as assigned MINIMUM TRAINING AND EXPERIENCE Education: Bachelor's degree in a related field. Education may be substituted for equivalent experience. Minimum Years of Experience: A minimum of three (3) years of finance related experience. Financial Edge experience preferred. Demonstrated Skills: Proficiency in financial software and MS Office Suite including advanced skills in Excel. Must have excellent communication, customer service and organizational skills. Ability to collaborate, be flexible, adaptable, and to work as a team player. Knowledge: Knowledge of Generally accepted accounting practices and principles, and/or Fund or governmental accounting practices and principles required. Driving Required: Preferred Agency Vehicle: No Employee's Own Vehicle: Preferred ADA COMPLIANCE Physical Ability: Tasks involve sedentary to light work, involving some reaching, handling, fingering and/or feeling of objects and materials. Sensory Requirements: Some tasks require visual perception and discrimination. Some tasks require oral communications ability. Environmental Factors: Tasks are regularly performed without exposure to adverse environmental conditions, such as dirt, dust, pollen, odors, wetness, humidity, rain, fumes, temperature and noise extremes, machinery, vibrations, electric currents, traffic hazards, animals/wildlife, toxic/poisonous agents, violence, disease, or pathogenic substances.

Our Mission “Preparing Our Community to Meet Life's challenges.” We help everyone who comes to our door with resources for both immediate needs and long-term goals. Our network of programs, services, and experiences strengthen individuals, families, and communities and provides opportunities for growth and economic stability. Come join our team! When you become an employee at the Community Renewal Team (CRT), you will join a host of others with an average tenure of nine years of service. Some of our employees have celebrated more than twenty + years of service. You'll participate in fun activities, themed- employee appreciation events, organization sponsored golf tournaments, etc. We celebrate the accomplishments of employees using our Wall of Excellence highlighting employees of the month. Opportunities to grow within the organization are plentiful. Most of our employees started in entry level positions and have been promoted throughout their career. JOB DESCRIPTION POSITION TITLE: Staff Accountant DEPARTMENT: Finance FLSA STATUS: Non-Exempt REPORTS TO: Accounting/Payroll Manager The purpose of this position is to support the Agency's needs by performing assigned responsibilities related to general ledger reporting, bank account reconciliations, and internal financial reporting including cost allocations associated with the Agency's monthly financial reporting. ESSENTIAL JOB FUNCTIONS The list of essential functions, as outlined herein, is intended to be representative of the tasks performed within this classification. It is not necessarily descriptive of any one position in the class. The omission of an essential function does not preclude management from assigning duties not listed herein if such functions are a logical assignment to the position. Ensures the timely closure of the month-end and year-end closing process for assigned areas to include but not limited to, monthly journal entries, general account reconciliations. Assists with general ledger maintenance and monitoring to assigned areas. Prepares assigned monthly bank reconciliations for designated bank accounts to be reviewed by the Accounting/Payroll Manager or Controller. Coordinates with payroll to prepare necessary allocation adjustments as it relates to all completed Request for Personnel Action forms. Prepares the monthly payroll and vacation accrual entries for review by the Accounting/Payroll Manager. Responsible for overseeing and revising, as necessary, occupancy tables used to track the applicable occupancy costs of each CRT location to the applicable programs. Responsible for overseeing and revising allocation tables for the Agency's cell phone, copier, and insurance expenses to track the applicable costs to each program. Assist in the preparation of journal entries to be reviewed by the Accounting/Payroll Manager or Controller, to allocate indirect and administrative support expenses and to reconcile general ledger and subsidiary accounts. Maintains information in the occupancy tables and provides information as needed to the Accounting/Payroll Manager and the Budget Controls Manager. Coordinates with internal departments related to fixed asset monitoring and maintenance. Monitors and calculates monthly depreciation expenses. Assists with monthly, quarterly, and annual closing and audit processes. Under supervision of the Controller and Sr. Director of Administration, processes monthly rental activities and monthly closing items related to CRT's multi-family properties in the respective subsidiary's general ledger. Acts as back-up for the Accounts Receivable Specialist to make deposits on behalf of CRT. Acts as a lead for assigned areas in the coordination of the year end audit. Works closely with outside accounting firm(s) to provide necessary lead schedules and supporting work papers related to the general ledger. ADDITIONAL JOB FUNCTIONS Perform all other duties as assigned MINIMUM TRAINING AND EXPERIENCE Education: Bachelor's degree in a related field. Education may be substituted for equivalent experience. Minimum Years of Experience: A minimum of three (3) years of finance related experience. Financial Edge experience preferred. Demonstrated Skills: Proficiency in financial software and MS Office Suite including advanced skills in Excel. Must have excellent communication, customer service and organizational skills. Ability to collaborate, be flexible, adaptable, and to work as a team player. Knowledge: Knowledge of Generally accepted accounting practices and principles, and/or Fund or governmental accounting practices and principles required. Driving Required: Preferred Agency Vehicle: No Employee's Own Vehicle: Preferred ADA COMPLIANCE Physical Ability: Tasks involve sedentary to light work, involving some reaching, handling, fingering and/or feeling of objects and materials. Sensory Requirements: Some tasks require visual perception and discrimination. Some tasks require oral communications ability. Environmental Factors: Tasks are regularly performed without exposure to adverse environmental conditions, such as dirt, dust, pollen, odors, wetness, humidity, rain, fumes, temperature and noise extremes, machinery, vibrations, electric currents, traffic hazards, animals/wildlife, toxic/poisonous agents, violence, disease, or pathogenic substances.

JOB SUMMARYAs a Tax Staff Accountant, you will be responsible for the preparation of business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Staff Accountant will have the opportunity to collaborate with and assist internal teams and leaders to produce high-quality deliverables to our clients, while building upon the technical skills to grow as a professional. Tax Preparation Assist in preparing federal, state, and local tax returns for individuals, corporations, partnerships, and other entities Organize and review client-provided financial information, ensuring accuracy and completeness Use tax software and tools to input data, calculate tax liabilities, deductions, and credits Research and Analysis Conduct tax research to interpret and apply relevant tax laws, regulations, and guidelines Analyze financial statements, records, and documentation to identify tax-saving opportunities and compliance issues Assist in preparing tax projections and estimates to guide clients in making informed financial decisions Client Communication Communicate with clients to gather necessary information and address inquiries related to tax matters Assist in explaining tax concepts and implications to clients in a clear and understandable manner Collaborate with internal team to provide timely updates and recommendations to clients on their tax situations Compliance and Documentation Ensure adherence to tax regulations and deadlines, filing tax returns accurately and timely Maintain organized and comprehensive tax files and documentation for each client engagement Assist in tracking changes in tax laws and regulations and their potential impact on clients Team Collaboration Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices Support senior team members in complex tax projects, including audits and specialized tax services Participate in internal training sessions to enhance your technical skills and stay updated on industry trends Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's requirements Required education and experience Bachelor's degree in accounting, finance, or a related field 1+ year of relevant experience Preferred education and experience Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained Responsible for completing the minimum CPE credit requirement Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

The incumbent is responsible for posting to the general ledger, reconciling accounts, inputting fixed assets. The Senior Accountant also does the personal property taxes once a year in October. Helps with special projects as needed and also responsible for cash receipts and posting ACH items. The incumbent will monitor the day-to-day transactions into the Company's financial accounting systems. Although no direct reports, this individual is an integral resource for the effective operation of all department processes. * Daily posting of the corporate General Ledger application while coordinating and managing interfaces from all subsidiary applications. * Manage the reconciliation of general ledger accounts to subsidiary ledgers and the reconciliation of primary bank accounts. * Notify management about significant transactions, account balances, and account discrepancies requiring attention. * Manage all aspects of the fixed asset/prepaid system including determination of asset useful lives. * Assist in compiling data for audits and financial and regulatory report filings. * Daily reconciliation of the FRD and FHLB bank accounts via retrieval of statements from FRB Fedline and the FHLB website. Notify CFO or Controller about discrepancies or potential risk issues. * Work with the Controller to ensure that all monthly transactions have been processed accurately. * Train staff on primary system applications and department processes. * Ensure preset entries are accurate and properly documented. Propose additional transactions for the preset process. * Coordinate the reconciliation of personal property taxes for the CT branches. * Maintain and post transactions to the investments system. * Manage billing and cash receipts from rental properties, including appropriate accounting treatment. * Maintain and post ACH items as needed. * Maintain general ledger chart of accounts including determination of new accounts needed and cost centers impacted. * Maintain purchase order LOG & update purchase order and T&E for beginning of year. * Ensure that journal entries are properly prepared prior to input. * Other duties as assigned. * All employees are responsible for compliance with the Bank Secrecy Act and in some roles, OFAC regulations. Depending on your job responsibilities, more or less aspects of the regulations may apply, but at a minimum , all employees are responsible for reporting suspicious activity they identify in the course of performing their job duties. This includes activities conducted by customers, fellow employees, board members, and vendors. Requirements * A minimum of an Associate Degree in Accounting. * Prior experience in an automated accounting environment. * Ability to handle multiple tasks and manage multiple priorities. * Good oral and written communication skills. * Strong sense of integrity and personal ethics. * Conscientious and detail oriented. * Five years or relevant experience at least three years in banking. * Demonstrated proficiency with spreadsheet and word processing applications. * Power user of the Open Solutions Accounting System. * Working knowledge of word processing. Benefits * 401K * Health Insurance * Dental Insurance * Vision Insurance * Health Savings Account * Flexible Spending Account * Employee Assistance Program * Paid Time Off