Senior Tax Accountant jobs at Herbein - 283 jobs

What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification highly desired or ability to attain. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members! So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE CPA's openings on their website or reach out to our lead recruiter, Jazmine Hoile, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.

Full-time Description Why Join Us? Louis Plung & Company (LPC) is a growth-minded firm focused on results through collaboration between staff and clients. We offer our staff challenging work and plenty of opportunity for growth and development through our career paths. We continue to adopt new software and digital platforms to keep on top of technology changes and improve efficiency. If you are looking for a forward-thinking company where your voice will be heard, your contributions valued, and your abilities challenged, LPC may be the place for you! Summary of Responsibilities: The Tax Senior I will normally possess at least one year of related experience with demonstrated proficiency in tax return preparation as well as the interest to interact with clients in a professional manner. They prepare tax returns of up to a moderate level of complexity as well as assisting with portions of larger tax assignments. The Tax Senior I may work on multiple projects simultaneously. In addition, the Tax Senior I must ensure that the firm complies with the tax law on all tax returns prepared as well as maintaining awareness of any new tax legislation. On occasion, they may have direct contact with various clients. Estimated Years of Experience 2-4 years Performance Expectations: Prepares various tax returns of up to a level of moderate complexity (individual, business, nonprofit, trust and estate). Performs other tax-related tasks as requested such as running depreciation reports, preparing tax projections, mapping general ledger trial balances for tax return purposes, etc. May perform accounting services to adjust client books. Demonstrated ability to work independently and be able to complete assigned work in an accurate, organized and prompt manner. Completes assigned work within the time allotted from the tax budget. Proficient in the use of tax-related software (tax return software, research software, fixed asset management system, projection software) and assists lower level staff with its utilization when necessary. Excellent verbal and written communication skills. Continues to develop awareness of federal and state tax laws and regulations and how they must be applied when preparing tax returns. Ensures that partners, tax director, managers and senior staff are kept informed of the status of work in progress as well as all important client developments. Communicates with tax in-charge on a timely basis when issues arise requiring additional expertise, experience or guidance when preparing tax returns. Continues to develop skills with use of tax research/planning software and performs tax research, tax planning and projection assignments as requested by Tax Director/Partners/Managers or as determined in order to meet client needs. Maintains high professional and ethical standards. Assignments: Tax Senior I's are responsible for preparing tax returns of up to a moderate level of complexity. Duties may also include the following: Works with minimal supervision and identifies issues to discuss with tax in-charge prior to making decisions. Adherence to budget and client/firm deadlines. Performing other tax related duties as requested. Professional Development: Tax Senior I's are expected to develop professionally by: Passing the CPA exam or receiving other certification (approved by LPC) Demonstrating ability to interact with clients. Working with management on in-house training programs, including CPE and other presentations. Continuing participation in civic events to project the firm's image and attract new business. Learning new technology introduced into the work environment. Education, Experience and Skills Required: Bachelor's degree in accounting (with several tax credits preferably) or Master's degree in accounting/tax. In addition, qualified candidates will have met the 150-hour credit requirement. Either hold a current and valid certified public accountant's license or be working toward obtaining the license by taking and passing the applicable state CPA exam. Proficient in use of computers and be familiar with tax preparation software (CCH) and tax research software. Ability to communicate clearly and concisely in English, verbal and written. Continuing professional education as established by the AICPA and applicable state society, averaging 40 hours annually. If licensed, should be a member in good standing with the AICPA and applicable state society. Working Conditions Occasional same day travel for meetings at client offices and seminars, using a personal vehicle. Occasional overtime work required throughout the year. Overtime and Saturday work may be required from early February through mid-April and during September-October in order to meet tax deadlines. Additional overtime may be required at other times throughout the year in order to meet client needs. Minimal Safety Hazards. General office working conditions. Physical Requirements: The physical requirements described here are representative of those that must be met by an employee to perform the essential functions of this job successfully and safely. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions and physical demands. Ability to sit for extended periods while working at a computer. Occasionally required to stand, walk, and reach with hands and arms. Ability to lift and carry office supplies and equipment up to 20 pounds. Manual dexterity required for operating office equipment (e.g., computers, printers). What Makes This a Great Place to Work? Not only does LPC offer employees a competitive salary and benefits package, but we also cultivate a fun and casual atmosphere including flexible work arrangements. LPC is honored to also be named one of Inside Public Accounting's (IPA) Top 400 Firms for 2024, as well as one of IPA's 400 Fastest Growing Firms for 2024. Join in on the excitement! Individuals with a disability who are in need of a reasonable accommodation to complete any aspect of our application process should reach out to Louis Plung & Company, LLP.

Job DescriptionDescription: Why Join Us? Louis Plung & Company (LPC) is a growth-minded firm focused on results through collaboration between staff and clients. We offer our staff challenging work and plenty of opportunity for growth and development through our career paths. We continue to adopt new software and digital platforms to keep on top of technology changes and improve efficiency. If you are looking for a forward-thinking company where your voice will be heard, your contributions valued, and your abilities challenged, LPC may be the place for you! Summary of Responsibilities: The Tax Senior I will normally possess at least one year of related experience with demonstrated proficiency in tax return preparation as well as the interest to interact with clients in a professional manner. They prepare tax returns of up to a moderate level of complexity as well as assisting with portions of larger tax assignments. The Tax Senior I may work on multiple projects simultaneously. In addition, the Tax Senior I must ensure that the firm complies with the tax law on all tax returns prepared as well as maintaining awareness of any new tax legislation. On occasion, they may have direct contact with various clients. Estimated Years of Experience 2-4 years Performance Expectations: Prepares various tax returns of up to a level of moderate complexity (individual, business, nonprofit, trust and estate). Performs other tax-related tasks as requested such as running depreciation reports, preparing tax projections, mapping general ledger trial balances for tax return purposes, etc. May perform accounting services to adjust client books. Demonstrated ability to work independently and be able to complete assigned work in an accurate, organized and prompt manner. Completes assigned work within the time allotted from the tax budget. Proficient in the use of tax-related software (tax return software, research software, fixed asset management system, projection software) and assists lower level staff with its utilization when necessary. Excellent verbal and written communication skills. Continues to develop awareness of federal and state tax laws and regulations and how they must be applied when preparing tax returns. Ensures that partners, tax director, managers and senior staff are kept informed of the status of work in progress as well as all important client developments. Communicates with tax in-charge on a timely basis when issues arise requiring additional expertise, experience or guidance when preparing tax returns. Continues to develop skills with use of tax research/planning software and performs tax research, tax planning and projection assignments as requested by Tax Director/Partners/Managers or as determined in order to meet client needs. Maintains high professional and ethical standards. Assignments: Tax Senior I's are responsible for preparing tax returns of up to a moderate level of complexity. Duties may also include the following: Works with minimal supervision and identifies issues to discuss with tax in-charge prior to making decisions. Adherence to budget and client/firm deadlines. Performing other tax related duties as requested. Professional Development: Tax Senior I's are expected to develop professionally by: Passing the CPA exam or receiving other certification (approved by LPC) Demonstrating ability to interact with clients. Working with management on in-house training programs, including CPE and other presentations. Continuing participation in civic events to project the firm's image and attract new business. Learning new technology introduced into the work environment. Education, Experience and Skills Required: Bachelor's degree in accounting (with several tax credits preferably) or Master's degree in accounting/tax. In addition, qualified candidates will have met the 150-hour credit requirement. Either hold a current and valid certified public accountant's license or be working toward obtaining the license by taking and passing the applicable state CPA exam. Proficient in use of computers and be familiar with tax preparation software (CCH) and tax research software. Ability to communicate clearly and concisely in English, verbal and written. Continuing professional education as established by the AICPA and applicable state society, averaging 40 hours annually. If licensed, should be a member in good standing with the AICPA and applicable state society. Working Conditions Occasional same day travel for meetings at client offices and seminars, using a personal vehicle. Occasional overtime work required throughout the year. Overtime and Saturday work may be required from early February through mid-April and during September-October in order to meet tax deadlines. Additional overtime may be required at other times throughout the year in order to meet client needs. Minimal Safety Hazards. General office working conditions. Physical Requirements: The physical requirements described here are representative of those that must be met by an employee to perform the essential functions of this job successfully and safely. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions and physical demands. Ability to sit for extended periods while working at a computer. Occasionally required to stand, walk, and reach with hands and arms. Ability to lift and carry office supplies and equipment up to 20 pounds. Manual dexterity required for operating office equipment (e.g., computers, printers). What Makes This a Great Place to Work? Not only does LPC offer employees a competitive salary and benefits package, but we also cultivate a fun and casual atmosphere including flexible work arrangements. LPC is honored to also be named one of Inside Public Accounting's (IPA) Top 400 Firms for 2024, as well as one of IPA's 400 Fastest Growing Firms for 2024. Join in on the excitement! Individuals with a disability who are in need of a reasonable accommodation to complete any aspect of our application process should reach out to Louis Plung & Company, LLP. Requirements:

The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners. Performs tax planning, preparation and research for pass through entities (S-corps, LLCs, Partnerships) and the business owners' individual returns, which may include estates, trusts and charitable entities Manages client engagements, supervises and reviews work of team staff members, work closely with clients as well as internal managers and partners Contributes to client satisfaction by providing timely services and work product Demonstrates an understanding of tax concepts and actively pursuing increased tax knowledge through client assignments and current tax developments Tax Compliance Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”) Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate 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 and performs such research; 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 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: Responsible for building a team of professionals by training and working together to serve our high net worth clients with timely responses to their needs 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 associate Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree, required; major in Accounting, Finance, Economics or Statistics, preferred Master's degree in Accounting or Taxation, preferred Experience: Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required. Specifically, experience with working on individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients. Prior supervisory experience, required License/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), required Possession of other professional degrees or certifications applicable to role, preferred Software: Proficient in Microsoft Office Suite, preferred Other Knowledge, Skills & Abilities: Detailed oriented Excellent written and verbal communication skills Ability to work independently and in a team environment Ability to effectively delegate work as needed Strong analytical, research and critical thinking skills as well as decision-making skills Capable of developing and managing a team of tax professionals 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: $146,000 - $200,000 Colorado Range: $120,000 - $185,000 Illinois Range: $140,000 - $190,000 Maryland Range: $150,000 - $180,000 Massachusetts Range: $150,000 - $206,000 Minnesota Range: $130,000 - $190,000 New Jersey Range: $155,000 - $200,000 NYC/Long Island/Westchester Range: $190,000 - $225,000 Ohio Range: $125,000 - $200,000 Washington Range: $150,000 - $200,000 Washington DC Range: $162,000 - $190,000

A Tax Experienced Manager, Customs & International Trade is responsible for advising clients on and identifying potential trade issues and opportunities providing advice to clients, in a variety of industries, on import and export matters. This role will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies pertaining to customs and international trade matters. Job Duties: Technical Duties: * Assists clients and BDO client service teams in developing ideas, structures and transactions with a focus on customs and international trade matters - to optimize the tax position for clients * Researches, writes, and reviews international trade advice in areas relating to the Harmonized Tariff Schedule, customs federal regulations, NAFTA, entry processes, and customs valuation * Researches U.S. and international import and export trade matters * Identifies need for other expert resources, internal and external, to assist when necessary to introduce opportunities for tax savings for clients and prospective clients * Understands, develops and maintains workplans for tax consulting projects * Assists with the implementation of Firm tax strategies * Formulates ideas and delivers possible trade savings opportunities * Works with other Firm specialists and client service teams on client and proposal work * Organizes and conducts effective internal CPE training sessions in the area of specialization * Establishes relationship with BDO customs experts in jurisdictions throughout BDO International * Identifies opportunities for and assists in drafting tax alerts in international customs and global trade tax matters * Assists in managing client expectations * Other duties as required Supervisory Responsibilities: * Supervises the day-to-day workload of Customs and International Trade Associates, Senior Associates, and Interns on assigned engagements and reviews work product * Delivers periodic performance feedback and completes performance evaluations for Associates and Interns * Acts as mentor to Associates and Interns, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree, required * Juris Doctorate degree, LLM, and/or MBA, preferred Experience: * Six (6) or more years of experience in the field of import/export trade consulting required * Six (6) or more years as a customs attorney, customs broker, industry trade specialist, US Customs auditor, or import specialist, required License/Certifications: * CPA and/or JD, preferred Software: * Proficient in the use of Microsoft Office Suite, specifically Word, Excel and PowerPoint, required * Experience utilizing RIA, BNA, Lexis Nexis, required Language: * N/A Other Knowledge, Skills & Abilities: * Excellent verbal and written communication skills * Strong analytical skills and basic legal and tax research skills including building models and analysis of financial and numerical data * Solid organizational skills especially ability to meet project deadlines with a focus on details * Ability to successfully multi-task while working independently or within a group environment * Capable of working in a deadline-driven environment and handle multiple projects simultaneously * Capable of effective managing a team of tax professionals and delegating work assignments as needed * Capacity to build and maintain strong relationships with client personnel * Ability to successfully interact with professionals at all levels * Basic understanding of the technical and practical issues and opportunities regarding one or more areas of taxation and law Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $94,500 - $189,000 Maryland Range: $94,500 - $189,000 NYC/Long Island/Westchester Range: $94,500 - $189,000 Washington DC Range: $94,500 - $189,000

A Tax Experienced Manager, Customs & International Trade is responsible for advising clients on and identifying potential trade issues and opportunities providing advice to clients, in a variety of industries, on import and export matters. This role will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies pertaining to customs and international trade matters. Job Duties: Technical Duties: Assists clients and BDO client service teams in developing ideas, structures and transactions with a focus on customs and international trade matters - to optimize the tax position for clients Researches, writes, and reviews international trade advice in areas relating to the Harmonized Tariff Schedule, customs federal regulations, NAFTA, entry processes, and customs valuation Researches U.S. and international import and export trade matters Identifies need for other expert resources, internal and external, to assist when necessary to introduce opportunities for tax savings for clients and prospective clients Understands, develops and maintains workplans for tax consulting projects Assists with the implementation of Firm tax strategies Formulates ideas and delivers possible trade savings opportunities Works with other Firm specialists and client service teams on client and proposal work Organizes and conducts effective internal CPE training sessions in the area of specialization Establishes relationship with BDO customs experts in jurisdictions throughout BDO International Identifies opportunities for and assists in drafting tax alerts in international customs and global trade tax matters Assists in managing client expectations Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload of Customs and International Trade Associates, Senior Associates, and Interns on assigned engagements and reviews work product Delivers periodic performance feedback and completes performance evaluations for Associates and Interns Acts as mentor to Associates and Interns, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree, required Juris Doctorate degree, LLM, and/or MBA, preferred Experience: Six (6) or more years of experience in the field of import/export trade consulting required Six (6) or more years as a customs attorney, customs broker, industry trade specialist, US Customs auditor, or import specialist, required License/Certifications: CPA and/or JD, preferred Software: Proficient in the use of Microsoft Office Suite, specifically Word, Excel and PowerPoint, required Experience utilizing RIA, BNA, Lexis Nexis, required Language: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Strong analytical skills and basic legal and tax research skills including building models and analysis of financial and numerical data Solid organizational skills especially ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Capable of working in a deadline-driven environment and handle multiple projects simultaneously Capable of effective managing a team of tax professionals and delegating work assignments as needed Capacity to build and maintain strong relationships with client personnel Ability to successfully interact with professionals at all levels Basic understanding of the technical and practical issues and opportunities regarding one or more areas of taxation and law Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $94,500 - $189,000 Maryland Range: $94,500 - $189,000 NYC/Long Island/Westchester Range: $94,500 - $189,000 Washington DC Range: $94,500 - $189,000

A STS Tax Manager, State and Local Taxation is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the STS SALT Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. In addition, the STS SALT Manager will work with the Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to their clients. Job Duties: Research: Identifies complex situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted Analyzes researched facts and the sources utilized prior to composing a detailed report of the research findings Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel Tax Compliance: Conducts detailed reviews of tax returns with the ability to identify most significant state tax issues Composes responses to notices from state taxing authorities Provides assistance with exam support Tax Consulting: Drafts tax memorandums, tax opinions and other documentation on various tax issues Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate Determines tax planning process Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements Assists in the development of consultative selling strategies Manages the expectations of assigned clients Tax Controversy: Represents clients before any tax authority on contested issues Tax Related Software: Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks Tax Specialization: Provides technical client service to multi-state companies with state and local tax issues Conducts negotiation of settlements, voluntary disclosure agreements and state tax audit representation Drafts technical memoranda regarding state and local tax issues Accounting for Income Taxes - SFAS109: Prepares tax accrual workpapers ASC740-10: Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, as well as FAS5 for sales tax and unclaimed properties Strategy Development: Reviews studies of tax implications to identify alternative courses of actions to benefits clients Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits Assist with researching potential tax strategies Suggests marketing approaches for new client acquisition Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload of STS SALT Senior Associates and Associates on assigned engagements and reviews work product Ensures STS SALT Senior Associates, Associates and Interns are trained on all relevant tax software Evaluates the performance of STS SALT Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development Delivers periodic performance feedback and completes performance evaluations for STS SALT Senior Associates, Associates and Interns Acts as Career Advisor to STS SALT Senior Associates and Associates, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree in Accounting or other relevant field required Masters degree in Accounting/Taxation or J.D. preferred Experience: More than five (5) years of prior experience in state and local/multistate experience required Prior experience supervising tax professionals on a project or engagement basis required Prior experience preparing and/or reviewing tax provisions preferred Prior experience with corporate taxation, consolidations and partnerships preferred License/Certifications: CPA certification or other relevant certification preferred Software: Proficient in the use of Microsoft Office Suite, specifically Excel and Word Exposure to and familiarity with standard tax applications and research tools preferred Language: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Superior analytical and research skills Solid organizational skills especially ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously Capable of effective managing a team of tax professionals and delegating work assignments as needed Capacity to build and maintain strong relationships with internal and client personnel Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel Executive presence and ability to act as primary contact on assigned engagements Ability to successfully interact with professionals at all levels Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services Advanced knowledge of sources of relevant information utilized in tax filings Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $79,800 - $168,000 Maryland Range: $79,800 - $168,000 NYC/Long Island/Westchester Range: $79,800 - $168,000 Washington DC Range: $79,800 - $168,000

An Tax Manager, International Tax Services is responsible for advising multinational clients in a large variety of industries of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the International Tax Manager will be charged with advising clients on a broad spectrum of international tax matters including tax planning, research, quantitative analysis, modeling of tax impacts of planning and international tax compliance. The Tax Manager, International Tax Services will manage international tax consulting projects for multinational businesses including identifying planning and optimization needs, developing solutions, communicating to the client in a non-technical manner while managing risk and coordinating the overall implementation process between the client, BDO internal services teams, BDO member firms globally and outside advisors. The Manager will also assess international tax filing obligations for the multinational structure(s), reviewing the international tax returns and overseeing the international tax compliance process, where appropriate, in addition to reviewing/developing tax technical positions. This role will also serve as a career advisor, train, and develop tax associates in addition to marketing, networking, and business development within area of experience. Job Duties: Tax Consulting: Assists clients and BDO client service teams in developing ideas, structures, and transactions - with a focus on international matters Interprets existing and new tax laws and client facts to maximize client benefits and identifies need for other expert resources, internal and external, to assist where necessary Coordinates with foreign BDO offices Coordinates completion of any international tax compliance/reporting requirements with client service team created through consulting engagement Assists in managing client expectations Understands, develops, and maintains workplans for tax consulting projects Identifies financial reporting and cash tax impact of various consulting engagements Applies basic knowledge and understanding of transfer pricing and foreign tax regimes Tax Specialization: Applies an in-depth understanding of the technical and practical international tax issues and opportunities and explores specializing in one or more international tax areas Organizes and conducts effective internal training sessions in the area of specialization Develops knowledge base of and personal network with professionals in selected foreign jurisdictions Research: Identifies complex situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted Analyzes researched facts and the sources utilized prior to composing a detailed report of the research findings Prepares Written Tax Advice (WTA) and confers with National Tax Office as appropriate Tax Compliance: Assists in managing client engagements Assists in conducting detailed review of international aspects of U.S. tax reporting and other client supplied data and identifies basic issues throughout the engagement Applies an in-depth knowledge of U.S. tax compliance and other filing requirements as they relate to a client's international operations, structures, and transactions Tax Controversy: Represents clients before the IRS on contested issues, as appropriate, and with assistance and guidance from senior international tax professionals ASC 740-10: Applies standards, firm policies and BDO Tax Quality Manual requirements Assists in reviewing international aspects of tax provisions including coordination of BDO colleagues in non-US jurisdictions Trains others in international tax aspects of ASC 740Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload of International Tax Senior Associates, Associates, and Interns on assigned engagements and reviews work product and ensures their technical development Delivers periodic performance feedback and completes performance evaluations for International Tax Senior Associates, Associates, and Interns Acts as mentor to International Tax Senior Associates, Associates, and Interns, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree, required; focus in Accounting or another business related major, preferred Juris Doctorate degree, LLM and/or MST/MBT, preferred Experience: Four (4) or more years of prior experience in corporate tax, international tax or legal professional services or equivalent experience through an advanced degree program, required Experience in international tax, required Prior experience supervising tax professionals on a project or engagement basis, 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 Software: Proficient in the use of Microsoft Office Suite, specifically Word, Excel, and PowerPoint, preferred Experience utilizing RIA, BNA, Lexis Nexis and/or Westlaw, preferred Language: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Ability to communicate complex technical items to target audience so that relevant issues are clearly understood Superior analytical and legal and tax research skills including building models and analysis of financial and numerical data Strong organizational skills especially ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Ability to work in a deadline-driven environment and handle multiple projects simultaneously Able to effectively manage a team of tax professionals and delegate work assignments as needed Build and maintain strong relationships with internal and client personnel Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel Executive presence and ability to act as primary contact on assigned engagements Ability to successfully interact with professionals at all levels Advanced knowledge of sources of relevant information utilized in tax filings as well as the most widely used filing forms and awareness of other less widely used forms Advanced understanding of the technical and practical issues and opportunities regarding one or more areas of taxation and law Possesses a working knowledge of the application of standards that guide effective and efficient delivery of quality services and products in the taxation field Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $79,800 - $168,000 Maryland Range: $79,800 - $168,000 NYC/Long Island/Westchester Range: $79,800 - $168,000 Washington DC Range: $79,800 - $168,000

The Tax Senior, Customs & International Trade is responsible for utilizing basic research skills and applying their educational background to identify potential trade issues and opportunities. This role provides advice to clients in a variety of industries on import and export matters. Job Duties: Technical Duties: Researches, writes, and reviews international trade advice in areas relating to the Harmonized Tariff Schedule, customs federal regulations, NAFTA, entry processes and customs valuation Researches U.S. and international import and export trade matters Formulates ideas and delivers possible trade savings opportunities Works with other Firm specialists and client service teams on client and proposal work Organizes and conducts effective internal CPE training sessions in the area of specialization Establishes relationship with BDO customs experts in jurisdictions throughout BDO International Identifies opportunities for and assists in drafting tax alerts in international customs and global trade tax matters Assists in managing client expectations Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload of Customs and International Trade Associates and Interns on assigned engagements and reviews work product Delivers periodic performance feedback and completes performance evaluations for Associates and Interns Acts as mentor to Associates and Interns, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Finance, Economics or related field, required Juris Doctorate degree, LLM, and/or MBA, preferred Experience: Two (2) or more years of experience in the field of import/export trade consulting as a customs attorney, customs broker, industry trade specialist, US Customs auditor or import specialist, required Licenses/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), Internal Revenue Service Enrolled Agent (“EA”) or licensed customs broker (or the equivalent of one of these designations), preferred Software: Proficient in the use of Microsoft Office Suite, specifically Word, Excel and PowerPoint, required Experience utilizing RIA, BNA, Lexis Nexis, required Language: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Strong analytical skills and basic legal and tax research skills including building models and analysis of financial and numerical data Solid organizational skills, especially ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Capable of working in a deadline-driven environment Capable of effectively managing a team of tax professionals and delegating work assignments as needed Capacity to build and maintain strong relationships with client personnel Ability to successfully interact with professionals at all levels Basic understanding of the technical and practical issues and opportunities regarding one or more areas of taxation and law Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $73,500 - $131,250 Maryland Range: $73,500 - $131,250 NYC/Long Island/Westchester Range: $73,500 - $131,250 Washington DC Range: $73,500 - $131,250

We are seeking a Tax Manager to support requirements definition and user experience for the Partnership Tax Technology Platform. This role works with the BDO Tax Practice and clients to gather and document partnership tax business requirements and inform product design. The ideal candidate brings five or more years of relevant experience, including three or more years in partnership tax, and a background in tax technology. This role manages business analysts to ensure delivery of requirements that enable innovative partnership tax solutions. Key responsibilities include: * Implementing change management initiatives, ensuring smooth adoption of new and existing processes and technologies * Spearheading the deployment of firm-developed and third-party Tax technology tools * Overseeing the creation of comprehensive training materials and delivering engaging training sessions on firm-standard technologies * Collaboration with technology product and development teams to define product requirements for new Tax tools and solutions * Evaluation of tax processes to achieve maximum efficiency and accuracy while identifying bottlenecks and implementing solutions that streamline operations * Providing ongoing support to our Tax practice, acting as a point of contact for technology-related queries and challenges Job Duties: A Tax Manager, DT&I coordinates with the tax practice and DT&I team to create and implement technology tools to meet the needs of our clients and professionals. A Tax Manager will manage one or multiple products or projects, with responsibilities including: General * Creates and executes project plans to deliver on tax practice initiatives * Monitors project progress and performance indicators, providing input to senior staff to help in improvement efforts * Executes on project communications, helping to keep timelines and tasks organized and clear for team members * Supervises and/or executes the workflow process, helping to motivate team members and achieve project goals * Supports the creation and/or delivery of training related to projects/products, as needed * Provides suggestions for process improvements to senior staff, focusing on enhancing efficiency within their scope of work * Engages with other departments as needed to support process and communication improvements * Assists in gathering and analyzing information on market and competitor trends to provide support to senior staff and Tax Leadership * Serves as a solution architect in applying firm standard solutions to client-specific facts and circumstances, as needed * Participates in risk management and quality assurance efforts * Other duties as required Project Management * Exhibits solid project management skills and is learning to handle projects of moderate complexity * Coordinates project tasks and supports senior team members in managing multiple projects, ensuring adherence to project management standards * Contributes to strategy discussions and methodology development for project work, under the direction of more experienced team members * Assists with risk identification and supports quality assurance processes within project scopes * Aids in monitoring project timelines and budgets, developing skills in stakeholder management to meet project objectives * Collaborates with internal teams and may interact with external vendors to gain insights necessary for project tasks * Maintains communication with team members and may liaise with vendors to collect project-related information as needed * Participates in the preparation of business cases, learning to analyze and present data to justify project investments Stakeholder Management * Contributes to the execution of the product/project roadmap, ensuring alignment with the overall tax practice strategy and addressing specific needs * Communicates the value of products and initiatives to the Digital Tax & Innovation (DT&I) team, highlighting benefits and alignment with project goals * Provides comprehensive feedback to team members, addressing both areas of strength and opportunities for improvement to foster professional growth * Engages in initiatives aimed at enhancing the skills and capabilities of the team, promoting a culture of continuous learning and development * Other duties as required Supervisory Responsibilities: * Acts as a direct supervisor to team members, as assigned * Acts as a career advisor, as assigned * Provides coaching and support to all project team members * Identifies where resource or team skills gaps exist that might interfere with meeting project objectives and timelines Qualifications, Knowledge, Skills, and Abilities: Education: * Bachelor's degree required, focus in in Accounting, Finance, Business Administration, Computer Science or Information Systems preferred * Master's degree in Accounting, Taxation or J.D., preferred Experience: * A combined five (5) years of tax and technology experience, of which a minimum of two (2) years of tax experience, required Software * Proficiency in the use of Microsoft Office suite, specifically Excel, PowerPoint and Word, required * Experience with Tax software, such as ONESOURCE, GoSystem, CorpTax, SurePrep, and/or CCH Axcess, preferred * Experience with Azure DevOps, preferred License/Certifications: * CPA, JD, EA, PMP, or other relevant certification, preferred Other Knowledge, Skills, & Abilities: * Self-starter with the ability to work effectively both independently and in multi-disciplinary teams * Strong verbal and written communication skills * Strong analytical, and critical thinking skills * Intermediate understanding of process design and improvement including lean-six sigma principles * Ability to develop relationships with tax leadership, professionals and others across the firm * Proactive mindset and ability to think ahead and identify and anticipate problems before they arise * Ability to work within a deadline-driven environment and handle multiple projects simultaneously * Ability to design and implement solutions that are deployable at scale * Foundational-level facilitation skills * Foundational knowledge of US direct and/or indirect taxation, required; intermediate knowledge Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $105,000 - $120,000 NYC/Long Island/Westchester Range: $105,000 - $120,000

We are seeking a Tax Manager to support requirements definition and user experience for the Partnership Tax Technology Platform. This role works with the BDO Tax Practice and clients to gather and document partnership tax business requirements and inform product design. The ideal candidate brings five or more years of relevant experience, including three or more years in partnership tax, and a background in tax technology. This role manages business analysts to ensure delivery of requirements that enable innovative partnership tax solutions. Key responsibilities include: Implementing change management initiatives, ensuring smooth adoption of new and existing processes and technologies Spearheading the deployment of firm-developed and third-party Tax technology tools Overseeing the creation of comprehensive training materials and delivering engaging training sessions on firm-standard technologies Collaboration with technology product and development teams to define product requirements for new Tax tools and solutions Evaluation of tax processes to achieve maximum efficiency and accuracy while identifying bottlenecks and implementing solutions that streamline operations Providing ongoing support to our Tax practice, acting as a point of contact for technology-related queries and challenges Job Duties: A Tax Manager, DT&I coordinates with the tax practice and DT&I team to create and implement technology tools to meet the needs of our clients and professionals. A Tax Manager will manage one or multiple products or projects, with responsibilities including: General Creates and executes project plans to deliver on tax practice initiatives Monitors project progress and performance indicators, providing input to senior staff to help in improvement efforts Executes on project communications, helping to keep timelines and tasks organized and clear for team members Supervises and/or executes the workflow process, helping to motivate team members and achieve project goals Supports the creation and/or delivery of training related to projects/products, as needed Provides suggestions for process improvements to senior staff, focusing on enhancing efficiency within their scope of work Engages with other departments as needed to support process and communication improvements Assists in gathering and analyzing information on market and competitor trends to provide support to senior staff and Tax Leadership Serves as a solution architect in applying firm standard solutions to client-specific facts and circumstances, as needed Participates in risk management and quality assurance efforts Other duties as required Project Management Exhibits solid project management skills and is learning to handle projects of moderate complexity Coordinates project tasks and supports senior team members in managing multiple projects, ensuring adherence to project management standards Contributes to strategy discussions and methodology development for project work, under the direction of more experienced team members Assists with risk identification and supports quality assurance processes within project scopes Aids in monitoring project timelines and budgets, developing skills in stakeholder management to meet project objectives Collaborates with internal teams and may interact with external vendors to gain insights necessary for project tasks Maintains communication with team members and may liaise with vendors to collect project-related information as needed Participates in the preparation of business cases, learning to analyze and present data to justify project investments Stakeholder Management Contributes to the execution of the product/project roadmap, ensuring alignment with the overall tax practice strategy and addressing specific needs Communicates the value of products and initiatives to the Digital Tax & Innovation (DT&I) team, highlighting benefits and alignment with project goals Provides comprehensive feedback to team members, addressing both areas of strength and opportunities for improvement to foster professional growth Engages in initiatives aimed at enhancing the skills and capabilities of the team, promoting a culture of continuous learning and development Other duties as required Supervisory Responsibilities: Acts as a direct supervisor to team members, as assigned Acts as a career advisor, as assigned Provides coaching and support to all project team members Identifies where resource or team skills gaps exist that might interfere with meeting project objectives and timelines Qualifications, Knowledge, Skills, and Abilities: Education: Bachelor's degree required, focus in in Accounting, Finance, Business Administration, Computer Science or Information Systems preferred Master's degree in Accounting, Taxation or J.D., preferred Experience: A combined five (5) years of tax and technology experience, of which a minimum of two (2) years of tax experience, required Software Proficiency in the use of Microsoft Office suite, specifically Excel, PowerPoint and Word, required Experience with Tax software, such as ONESOURCE, GoSystem, CorpTax, SurePrep, and/or CCH Axcess, preferred Experience with Azure DevOps, preferred License/Certifications: CPA, JD, EA, PMP, or other relevant certification, preferred Other Knowledge, Skills, & Abilities: Self-starter with the ability to work effectively both independently and in multi-disciplinary teams Strong verbal and written communication skills Strong analytical, and critical thinking skills Intermediate understanding of process design and improvement including lean-six sigma principles Ability to develop relationships with tax leadership, professionals and others across the firm Proactive mindset and ability to think ahead and identify and anticipate problems before they arise Ability to work within a deadline-driven environment and handle multiple projects simultaneously Ability to design and implement solutions that are deployable at scale Foundational-level facilitation skills Foundational knowledge of US direct and/or indirect taxation, required; intermediate knowledge Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $105,000 - $120,000 NYC/Long Island/Westchester Range: $105,000 - $120,000

Job DescriptionGlobal Tax Management (GTM) is a leading corporate tax services firm with 30+ years of helping dynamic organizations solve complex tax challenges. We deliver scalable, practical solutions with precision and integrity- powered by people and rooted in a culture that supports both client success and team growth. Our core services include tax provision, income tax compliance, international tax, transfer pricing, indirect tax, tax automation, tax training, R&D tax credits and incentives, and tax consulting and planning. GTM is growing nationally and is motivated to bring our unique client service and technology-focused model to a broader marketplace. We have received numerous accolades, including being recognized on INSIDE Public Accounting's Top 100 Firms in the Nation, a "Best Place to Work" in Pennsylvania and New Jersey, and earning a spot on the Inc. 5000 list of the fastest-growing private companies in the nation. Position Overview: As a Senior Tax Analyst, you will work on challenging projects that directly impact our clients while collaborating with experienced leaders in a dynamic environment. Prepare federal, state & local income tax returns, federal and state tax estimates, extensions, and forecasting Utilize advanced corporate tax knowledge and understanding to support the tax compliance and tax provision process Review and prepare complex corporate, federal, and state tax returns Demonstrate understanding of ASC 740 and ability to prepare income tax accrual calculations Audit quarterly estimated tax payments and extensions prepared by staff Demonstrate understanding of tax return filing requirements for foreign operations Conduct federal and state tax research and draft/review memorandums to support tax return filing positions and special projects to minimize tax expense Remain current on developments and changes in tax law and accounting procedures Qualifications Sought: Bachelor's degree in accounting or related field 2+ years of corporate income tax prep experience in corporate, public accounting, or professional services settings Knowledge of corporate income tax provisions and/or preparation of consolidated federal and state tax returns Proficiency with automated tax processing systems and online tax research tools such as ONESOURCE, CCH, RIA, and BNA Excellent advisory and compliance capabilities Excellent verbal and written communication skills and the ability to articulate complex information This is a hybrid position that requires working in the Florham Park, NJ office a minimum of three days per week (Tuesdays, Wednesdays, and Thursdays) and/or at local client sites as business requires Compensation: The salary range for this position is $82,000-$96,000, based on experience, qualifications, and internal equity. _____________________________________________________________________________________________________________________ About Global Tax Management Global Tax Management (GTM) is a corporate tax services firm dedicated to helping mid-size and large multinational corporations address complex tax operations. GTM takes operational tax burdens off tax and finance leaders, providing high-level tax expertise at value driven rates without any independence issues. For over 25 years, GTM has provided the expertise to build, operate, and manage tax functions for its clients. Core services include tax provision, income tax compliance, international tax, transfer pricing, indirect tax, tax automation, tax training, R&D tax credits and incentives, and tax consulting and planning. GTM is a 100% employee-owned company (ESOP) and is distinguished as a best workplace, healthiest employer, and top accounting firm. The firm is a U.S. alliance partner of WTS Global. For more information, visit *************** Powered by JazzHR fZMYGCLmWd

A STS Tax Senior Manager, State and Local Taxation is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the STS SALT Senior Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. In addition, the STS SALT Senior Manager will work with the Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to their clients. Job Duties: * Research * Identifies complex situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted * Analyzes researched facts and the sources utilized prior to composing a detailed report of the research findings * Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel * Tax Compliance * Conducts detailed reviews of tax returns with the ability to identify most significant state tax issues * Composes responses to notices from state taxing authorities * Provides assistance with exam support * Tax Consulting * Drafts tax memorandums, tax opinions and other documentation on various tax issues * Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate * Determines tax planning process * Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements * Assists in the development of consultative selling strategies * Manages the expectations of assigned clients * Tax Controversy * Represents clients before any tax authority on contested issues * Tax Related Software * Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks * Tax Specialization * Provides technical client service to multi-state companies with state and local tax issues * Conducts negotiation of settlements, voluntary disclosure agreements and state tax audit representation * Drafts technical memoranda regarding state and local tax issues * Accounting for Income Taxes - SFAS109 * Prepares tax accrual workpapers * ASC740-10 * Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, as well as FAS5 for sales tax and unclaimed properties * Strategy Development * Reviews studies of tax implications to identify alternative courses of actions to benefits clients * Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits * Assist with researching potential tax strategies * Suggests marketing approaches for new client acquisition * Other duties as required * Supervisory Responsibilities: * Supervises the day-to-day workload of STS SALT Managers, Senior Associates, and Associates on assigned engagements and reviews work product * Ensures STS SALT Managers, Senior Associates, Associates and Interns are trained on all relevant tax software * Evaluates the performance of STS SALT Managers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development * Delivers periodic performance feedback and completes performance evaluations for STS SALT Managers, Senior Associates, Associates and Interns * Acts as Career Advisor to STS SALT Managers, Senior Associates, and Associates, as appropriate * Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: * Bachelors degree in Accounting or other relevant field required * Masters degree in Accounting/Taxation or J.D. preferred Experience: * Eight + years of prior experience in state and local/multistate experience required * Prior experience supervising tax professionals on a project or engagement basis required * Prior experience preparing and/or reviewing tax provisions preferred * Prior experience with corporate taxation, consolidations and partnerships preferred License/Certifications: * CPA certification or other relevant certification preferred Software: * Proficient in the use of Microsoft Office Suite, specifically Excel and Word preferred * Exposure to and familiarity with standard tax applications and research tools preferred Language: * N/A Other Knowledge, Skills & Abilities: * Excellent oral and written communication skills * Superior analytical and research skills * Solid organizational skills especially ability to meet project deadlines with a focus on details * Ability to successfully multi-task while working independently or within a group environment * Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously * Capable of effective managing a team of tax professionals and delegating work assignments as needed * Capacity to build and maintain strong relationships with internal and client personnel * Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel * Executive presence and ability to act as primary contact on assigned engagements * Ability to successfully interact with professionals at all levels * Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services * Advanced knowledge of sources of relevant information utilized in tax filings * Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $99,750 - $262,500 Maryland Range: $99,750 - $262,500 NYC/Long Island/Westchester Range: $99,750 - $262,500 Washington DC Range: $99,750 - $262,500

A STS Tax Senior Manager, State and Local Taxation is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the STS SALT Senior Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. In addition, the STS SALT Senior Manager will work with the Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to their clients. Job Duties: Research Identifies complex situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted Analyzes researched facts and the sources utilized prior to composing a detailed report of the research findings Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel Tax Compliance Conducts detailed reviews of tax returns with the ability to identify most significant state tax issues Composes responses to notices from state taxing authorities Provides assistance with exam support Tax Consulting Drafts tax memorandums, tax opinions and other documentation on various tax issues Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate Determines tax planning process Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements Assists in the development of consultative selling strategies Manages the expectations of assigned clients Tax Controversy Represents clients before any tax authority on contested issues Tax Related Software Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks Tax Specialization Provides technical client service to multi-state companies with state and local tax issues Conducts negotiation of settlements, voluntary disclosure agreements and state tax audit representation Drafts technical memoranda regarding state and local tax issues Accounting for Income Taxes - SFAS109 Prepares tax accrual workpapers ASC740-10 Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, as well as FAS5 for sales tax and unclaimed properties Strategy Development Reviews studies of tax implications to identify alternative courses of actions to benefits clients Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits Assist with researching potential tax strategies Suggests marketing approaches for new client acquisition Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload of STS SALT Managers, Senior Associates, and Associates on assigned engagements and reviews work product Ensures STS SALT Managers, Senior Associates, Associates and Interns are trained on all relevant tax software Evaluates the performance of STS SALT Managers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development Delivers periodic performance feedback and completes performance evaluations for STS SALT Managers, Senior Associates, Associates and Interns Acts as Career Advisor to STS SALT Managers, Senior Associates, and Associates, as appropriate Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree in Accounting or other relevant field required Masters degree in Accounting/Taxation or J.D. preferred Experience: Eight + years of prior experience in state and local/multistate experience required Prior experience supervising tax professionals on a project or engagement basis required Prior experience preparing and/or reviewing tax provisions preferred Prior experience with corporate taxation, consolidations and partnerships preferred License/Certifications: CPA certification or other relevant certification preferred Software: Proficient in the use of Microsoft Office Suite, specifically Excel and Word preferred Exposure to and familiarity with standard tax applications and research tools preferred Language: N/A Other Knowledge, Skills & Abilities: Excellent oral and written communication skills Superior analytical and research skills Solid organizational skills especially ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously Capable of effective managing a team of tax professionals and delegating work assignments as needed Capacity to build and maintain strong relationships with internal and client personnel Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel Executive presence and ability to act as primary contact on assigned engagements Ability to successfully interact with professionals at all levels Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services Advanced knowledge of sources of relevant information utilized in tax filings Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $99,750 - $262,500 Maryland Range: $99,750 - $262,500 NYC/Long Island/Westchester Range: $99,750 - $262,500 Washington DC Range: $99,750 - $262,500

Experience the Kreischer Miller Difference We've all heard the stereotypes about public accounting firms. But Kreischer Miller is a different kind of firm! Are you looking for an opportunity to: * Pursue a career path that's tailored to you? * Feel like your work matters and you're making a difference with your clients? * Be seen as a trusted advisor and business partner to your clients? * Work in an environment where you feel valued, in the know, and part of a community that cares about you? * Achieve genuine work-life balance? If you answered yes, then you've come to the right place! Kreischer Miller is one of the largest independent accounting, tax, and advisory firms in the Greater Philadelphia area. We care passionately about helping our clients - growth-oriented privately-held, family-owned, and not-for-profit businesses - achieve their goals. At the same time, we're just as passionate about helping our team members achieve the goals that are important to them professionally and personally. About The Team Kreischer Miller continues to prosper and grow! With nearly 300 team members located in Horsham, PA, we are currently seeking to add a Tax Manager to our outstanding Tax Strategies team. Kreischer Miller has a large and experienced tax department comprised of tax specialists with international firm and Fortune 500 company experience. Our knowledgeable professionals are dedicated to providing sophisticated, yet practical solutions to our clients' tax concerns with a view toward reducing their overall tax burden. Our Tax Strategies practice has been designed to service a broad range of clientele, from emerging small businesses to large multinational companies, as well as business owners and high-net-worth individuals. This position will fill a key role as the firm responds to the dynamic market opportunities available to its Tax practice. At Kreischer Miller, you will have the opportunity to work with business owners in a variety of industries and learn directly from leaders in our firm. Unfortunately, we are not considering applicants with a background exclusively in government agencies such as the IRS at this time. Position Responsibilities: Tax Managers are given a wide variety of diversified Tax assignments. At Kreischer Miller, you will have the opportunity to work with business owners in a variety of industries and learn directly from leaders in our firm. * Develop and manage a positive working relationship with clients as well as collaboration with our professional staff in our Audit & Accounting, Tax Strategies, Transaction Advisory & Business Valuation, and Technology Solutions practices. * Coordinate concurrent tax projects with some of the area's leading companies, including addressing significant accounting matters, preparing client deliverables, scheduling other team members, mentoring staff, and helping us implement new processes to ensure that we remain in a leadership position in our market. * Help grow our client base - play a critical role in one of the specialized industry groups, develop a productive personal network, and identify new business opportunities * Perform efficient, accurate, complete and timely review of clients' tax returns, as well as planning and research. Able to handle audits with governmental agencies (federal and state/local) and related notices. * Review and provide analyses of complex individual income tax returns. * Makes decisions on all but the most unusual situations. What makes you a fit for this role? The role of a Tax Manager requires strong analytical and technical abilities in a fast-paced environment, while leading multiple projects simultaneously. Strong leadership and delivery of high-quality work is of utmost importance, as is being able to see the big picture and make swift strategic and calculated decisions. You will also need to offer new ideas, as well as analyze and improve on existing ones. What we're seeking * Bachelor's degree in Accounting, Finance or related field; CPA or equivalent certification preferred. * 6-8 years of recent tax experience in public accounting; * Demonstrate a strong working knowledge of federal, state and local tax laws and regulations, and proven progression in tax return complexity, scope, and research. Some experience representing clients before tax authorities is helpful * Strong commitment to excellence, client service, and professional growth * The ability to manage multiple tax projects and clients while developing/training staff and building teams * A team player who's motivated to work in a fast paced environment, with a positive attitude, good communication skills, and a willingness to learn * A strong ability to understand the "big picture" quickly, identify key issues, prioritize analysis/output among many competing tasks, and meet deadlines in a timely manner. If this sounds like you, we invite you to apply and become a valued member of our team! Other Important Considerations Important: After applying, please keep an eye on your Junk or Spam folder, especially if you use Gmail or Hotmail. Emails from our applicant tracking system (iCIMS) may be filtered there. If you haven't heard from us, check those folders and consider adding icims.com to your safe sender list to ensure you receive our updates. Working Conditions: Kreischer Miller offers a flexible hybrid work model designed to support both collaboration and work-life balance. For most positions, the current expectation is to be in the office three days per week with in office schedules for specific positions dependent on the needs of our clients, the need to develop the skills of our professionals and the nature of each professional's role. Our team thrives in a supportive, high-performing environment where individuals are trusted and held accountable for their contributions. Kreischer Miller is an equal-opportunity employer offering a dynamic workplace within a challenging environment. Performance is judged based on the quality of work, application of accounting knowledge, and ability to meet time constraints. We offer a comprehensive and competitive benefits package, including medical and dental insurance, life and AD&D insurance, long-term disability insurance, dependent care assistance plan, 401(k) plan, wellness program, employee assistance program, paid holidays, and generous time off for vacation and illness. Commitment to Inclusion & Belonging: Kreischer Miller is committed to inclusion and belonging. Part of our mission is to create a culture and an environment where everyone is able to work at peak performance, grow intellectually, and have the ability to realize their professional and personal goals. Key to fostering that culture is treating all team members with respect and acknowledging that diversity of backgrounds, ideas, and opinions makes us stronger as a firm and as individuals. It also enables us to provide more well-rounded advice and guidance to our clients. While our firm has had a longstanding Equal Employment Opportunity Policy in place, over the past several years we have taken an increasingly active role in fostering inclusion and belonging internally as well as in the accounting profession. As part of these efforts, we established a formal Inclusion & Belonging Council comprised of team members at all levels. Learn more about our commitment to inclusion and belonging. NOTE: IF SEEING THIS POST ON A 3RD PARTY PLATFORM, PLEASE APPLY DIRECTLY ON OUR WEBSITE IN ORDER FOR YOUR APPLICATION TO BE CONSIDERED NOTE: Kreischer Miller is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee via email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Kreischer Miller, and no fee will be paid in the event the candidate is hired by Kreischer Miller. We also do not post salary ranges externally so any salary estimate you see listed on a third-party website was not provided by Kreischer Miller and may not be accurate.

Full-time Description Why Join Us? Louis Plung & Company (LPC) is a growth-minded firm focused on results through collaboration between staff and clients. We offer our staff challenging work and plenty of opportunity for growth and development through our career paths. We continue to adopt new software and digital platforms to keep on top of technology changes and improve efficiency. If you are looking for a forward-thinking company where your voice will be heard, your contributions valued, and your abilities challenged, LPC may be the place for you! Position Summary: The Tax Manager serves as a crucial link between the partner, the client, and the professional tax staff. This role involves managing multiple tax projects simultaneously, including scheduling, staffing, and coordinating workflow. The Tax Manager is responsible for developing and training staff, as well as fostering new business relationships for the firm. Ensuring compliance with tax laws on all prepared returns and staying updated on new tax legislation are key responsibilities. Additionally, the Tax Manager reviews and occasionally prepares complex tax returns, applying strategic tax planning to minimize clients' tax liabilities. Experience Requirements: 6 - 10 years of experience in Tax, with at least 1 year of supervisory experience. Demonstrated progression in complexity, scope, and number of projects and clients managed. Key Responsibilities: Client Engagement and Management: Actively participate in client meetings and planning efforts. Assume full responsibility for client engagements, ensuring high-quality service delivery. Maintain direct communication with clients, addressing their needs and concerns promptly. Develop and maintain strong client relationships to foster trust and long-term partnerships. Business Development: Identify and pursue opportunities to develop new business for the firm. Represent and promote the firm through networking groups, referral sources, and community activities. Stay informed about industry trends and economic factors that could impact clients and the firm. Team Leadership and Development: Supervise a team of seniors, staff, and interns, providing guidance and support. Perform technical reviews of all client engagement types, regardless of complexity. Manage and delegate governmental tax examinations, representing clients before taxing authorities when necessary. Assist in recruiting, interviewing, and training staff, contributing to their professional growth. Strategic Planning and Compliance: Ensure the firm complies with tax laws on all prepared returns. Keep partners informed of important developments on engagements, analyzing problems and recommending solutions. Maintain familiarity with staff qualifications and review assignments for appropriateness. Participate in firm leadership meetings, contributing to business plans and strategy development. Education & Skills: Bachelor's degree in accounting, or MBA/MBT - Required. Current CPA, EA, or JD license - Required. Advanced proficiency in accounting and tax software programs - Required. Possession of strong communication and organization skills. Working Conditions Occasional same day travel for meetings at client offices and seminars, using a personal vehicle. Occasional overtime work required throughout the year. Overtime and Saturday work may be required from early February through mid-April and during September-October in order to meet tax deadlines. Additional overtime may be required at other times throughout the year in order to meet client needs. Minimal Safety Hazards. General office working conditions. Physical Requirements: The physical requirements described here are representative of those that must be met by an employee to perform the essential functions of this job successfully and safely. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions and physical demands. Ability to sit for extended periods while working at a computer. Occasionally required to stand, walk, and reach with hands and arms. Ability to lift and carry office supplies and equipment up to 20 pounds. Manual dexterity required for operating office equipment (e.g., computers, printers). What Makes This a Great Place to Work? Not only does LPC offer employees a competitive salary and benefits package, but we also cultivate a fun and casual atmosphere including flexible work arrangements. LPC is honored to also be named one of Inside Public Accounting's (IPA) Top 400 Firms for 2024, as well as one of IPA's 400 Fastest Growing Firms for 2024. Join in on the excitement! Individuals with a disability who are in need of a reasonable accommodation to complete any aspect of our application processshould reach out to Louis Plung & Company, LLP.

Experience the Kreischer Miller Difference We've all heard the stereotypes about public accounting firms. But Kreischer Miller is a different kind of firm! Are you looking for an opportunity to: * Pursue a career path that's tailored to you? * Feel like your work matters and you're making a difference with your clients? * Be seen as a trusted advisor and business partner to your clients? * Work in an environment where you feel valued, in the know, and part of a community that cares about you? * Achieve genuine work-life balance? If you answered yes, then you've come to the right place! Kreischer Miller is one of the largest independent accounting, tax, and advisory firms in the Greater Philadelphia area. We care passionately about helping our clients - growth-oriented privately-held, family-owned, and not-for-profit businesses - achieve their goals. At the same time, we're just as passionate about helping our team members achieve the goals that are important to them professionally and personally. About The Team Kreischer Miller has a large and experienced tax department comprised of tax specialists with international firm and Fortune 500 company experience. Our knowledgeable professionals are dedicated to providing sophisticated, yet practical solutions to our clients' tax concerns with a view toward reducing their overall tax burden. Kreischer Miller continues to prosper and grow! With approximately 280 team members located in Horsham, PA, we are currently seeking to add a Senior Tax Accountant to our outstanding Tax Strategies team. Our Tax Strategies practice has been designed to service a broad range of clientele, from emerging small businesses to large multinational public companies, as well as the private individual. This position will fill a key role as the firm responds to the dynamic market opportunities available to its Tax practice. Tax Seniors are given a wide variety of diversified Tax assignments under the direction of talented CPA's. At Kreischer Miller, you will have the opportunity to work with business owners in a variety of industries and learn directly from leaders in our firm. * Learn and apply the basics of the daily technology used in our Tax Strategies department. * Perform work assigned with minimum assistance. * Lead one or more staff accountants, instruct them in work to be performed, review work completed, and direct necessary revisions. * Make decisions on all but the most unusual tax matters. * Support Managers and Directors on our Tax Strategies Team. What makes you a fit for this role? This role requires above-average attention to details, concern for correctness of work, and strong commitment to tasks completed on time, as a somewhat faster-than-average pace will be the norm. The position will provide security in a stable work environment, allowing for the ability to plan for, focus on and complete the tasks at hand. What we're seeking? * BS in Accounting. CPA license or parts preferred. * 3-5 years of recent tax experience in public accounting. * Strong commitment to excellence, client service and professional growth * The ability to work independently and proactively, identifying issues as well as offering potential solutions * The ability to manage multiple tax engagements * Ability to build close, lasting relationships * A straight forward communicator, with a positive attitude, and accountability mindset * A team player who's motivated to work in a fast paced environment * A strong ability to understand the "big picture" quickly, identify key issues, and prioritize analysis / output among many competing tasks Other Important Considerations Important: Please keep an eye on your Junk or Spam folder, especially if you use Gmail or Hotmail. Emails from our applicant tracking system (iCIMS) may be filtered there. If you haven't heard from us, check those folders and consider adding icims.com to your safe sender list to ensure you receive our updates. Working Conditions: Kreischer Miller offers a flexible hybrid work model designed to support both collaboration and work-life balance. For most positions, the current expectation is to be in the office three days per week with in office schedules for specific positions dependent on the needs of our clients, the need to develop the skills of our professionals and the nature of each professional's role. Our team thrives in a supportive, high-performing environment where individuals are trusted and held accountable for their contributions. Kreischer Miller is an equal-opportunity employer offering a dynamic workplace within a challenging environment. Performance is judged based on the quality of work, application of accounting knowledge, and ability to meet time constraints. We offer a comprehensive and competitive benefits package, including medical and dental insurance, life and AD&D insurance, long-term disability insurance, dependent care assistance plan, 401(k) plan, wellness program, employee assistance program, paid holidays, and generous time off for vacation and illness. Commitment to Inclusion & Belonging: Kreischer Miller is committed to inclusion and belonging. Part of our mission is to create a culture and an environment where everyone is able to work at peak performance, grow intellectually, and have the ability to realize their professional and personal goals. Key to fostering that culture is treating all team members with respect and acknowledging that diversity of backgrounds, ideas, and opinions makes us stronger as a firm and as individuals. It also enables us to provide more well-rounded advice and guidance to our clients. While our firm has had a longstanding Equal Employment Opportunity Policy in place, over the past several years we have taken an increasingly active role in fostering inclusion and belonging internally as well as in the accounting profession. As part of these efforts, we established a formal Inclusion & Belonging Council comprised of team members at all levels. Learn more about our commitment to inclusion and belonging. NOTE: IF SEEING THIS POST ON A 3RD PARTY PLATFORM, PLEASE APPLY DIRECTLY ON OUR WEBSITE IN ORDER FOR YOUR APPLICATION TO BE CONSIDERED Kreischer Miller is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee via email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Kreischer Miller, and no fee will be paid in the event the candidate is hired by Kreischer Miller. We also do not post salary ranges externally so any salary estimate you see listed on a third-party website was not provided by Kreischer Miller and may not be accurate.

Herbein + Company, Inc. is a leading regional certified public accounting firm that is 200+ employees strong and growing. We pride ourselves on our client service, ideas and proactive advice and solutions. As a regional firm, we strive to be a collaborator that satisfies both an economic need and develops long-term relationships with our clients. We have an opening for a Tax Senior Accountant to join our firm's tax group in our Pittsburgh, PA office. Responsibilities include, but are not limited to: • Prepare and review complex multi-state business, fiduciary, and individual tax returns• Develop comprehensive knowledge of client's business and tax circumstances• Research and develop year-round tax planning strategies and consultation to meet client needs• Mentor staff and interns Requirements: • Bachelor's Degree in Accounting or Finance and CPA required • 3 to 5 years of current or recent tax experience• Demonstrated knowledge of IRS and other taxing authority regulations and standards• Detail focused and driven to achieve high standards• Proficient in utilizing tax software and overall computer skills Position Type: • Full-time position. Supervisory Responsibility: • This position has no supervisory responsibilities. Herbein Today...Herbein Tomorrow At Herbein, we know that our employees are what set us apart from other firms. That is why we show our employee commitment by providing exceptional rewards, robust career development opportunities, and valuing our employees through work/life balance, recognition and appreciation: Highlights of Our Rewards Programs: • Competitive Salary• Immediate eligibility for medical, dental, vision, and disability insurances• Day 1 eligibility for 401(k) participation (we have profit sharing contributions too) • 16 weeks of Parental Leave which includes 4 weeks paid for new Mothers and Fathers• Generous vacation and sick time policies Career Path Development Opportunities: • Direct client contacts and continuous opportunities for practice development• Learning and Development programs that include 100% reimbursement / payment for CPE• Financial assistance for attaining CPA license• 100% reimbursement for civic dues Valuing our Employees: • Genuine concern for employees' work / life management • Flexible work schedules• Summer Hours Program - all offices close at noon on Fridays late April through Labor Day• Firm sponsored and paid events to spend time having fun and enjoying our co-workers• Programs to provide employee recognition for service and work well done Herbein + Company, Inc. won Inavero's Best of Accounting™ Award for providing superior service to their clients. The Best of Accounting Award winners have proven to be industry leaders in service quality based completely on the ratings given to them by their clients. When asked if they are likely to recommend Herbein + Company, Inc., over 88% of those surveyed said they would, as compared to the industry average of 43%. Herbein + Company is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, veteran or disability status.

Job Description Tax Manager Philadelphia, PA 19103 Our client, a prestigious Big 4 accounting firm, is seeking an experienced Tax Manager to join their Corporate Tax practice in Philadelphia. This hybrid role offers flexibility with two remote workdays per week while providing the opportunity to work on complex corporate tax matters for a diverse portfolio of clients. The ideal candidate will bring strong technical expertise in corporate taxation and ASC 470, along with proven leadership capabilities. Key Responsibilities: Manage corporate tax compliance engagements, including the preparation and review of federal, state, and local tax returns. Provide technical leadership and guidance on corporate tax matters, with an emphasis on ASC 470 and related accounting standards. Conduct tax research and support tax planning initiatives for corporate clients. Serve as a key point of contact for clients, ensuring high-quality service delivery and issue resolution. Supervise, mentor, and develop senior associates and associates. Identify opportunities to improve processes, efficiency, and client service delivery. Qualifications: Bachelors degree in Accounting, Finance, or a related field. Minimum of 4 years of progressive experience in corporate tax, preferably within public accounting. Strong working knowledge of ASC 470 and corporate tax regulations. CPA license or progress toward CPA preferred. Excellent project management, analytical, and communication skills. Ability to thrive in a fast-paced, deadline-driven environment. What We Offer: Competitive compensation and comprehensive benefits package. Hybrid work model with 2 days remote per week. Career advancement opportunities within a Big 4 firm environment. Exposure to complex and high-profile corporate tax engagements. How to Apply: Interested candidates are encouraged to submit their resume for confidential consideration.