Holthouse Carlin & Van Trigt LLP jobs in Pasadena, TX - 96 jobs
Advisory Internship - Summer 2026
Holthouse Carlin & Van Trigt LLP 4.3
Holthouse Carlin & Van Trigt LLP job in Pasadena, TX
Come for the Challenge. Stay for the Experience. At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.
What We Do and Who We Serve
We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.
We Live Our Core Values
Our values guide us in our day-to-day interactions with our clients and each other-Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.
Discover How Far You Can Go.
Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on-the kind of work that helps you develop and refine your skills to advance in the profession.
Hybrid Work
HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.
HCVT's Advisory Services team provides valuation opinions for a variety of purposes, including tax compliance, financial (GAAP) reporting, transaction opinions, and buy-sell agreements. In addition, our advisory services assist clients in the M&A process, including evaluating and/or preparing offers, negotiating the financial aspects of a term sheet, and evaluating potential synergies. We combine our accounting and finance acumen with sophisticated valuation methodologies and analyses.
As an Intern in our Advisory Services group, you will be responsible for the following:
* Work collaboratively with junior and senior members of the team to develop valuation and M&A financial models
* Work with our data analytics team to build reporting dashboards, and integrate client data facilitating more accurate, real-time information to clients and M&A deal teams
* Assist deal teams with M&A buy-side or sell-side transactions
* Assist in the completion of valuation engagements and client deliverables (including company research, comparable company benchmarking, analyses, written reports, etc.)
* Support business development efforts by conducting prospect research, performing industry analysis, and actively participating in client pitch meetings to showcase our value proposition.
* Develop strong relationships with firm professionals
* Participate in firm training and activities
* Work with your buddy and performance manager on professional development of both technical and soft skills
To be successful, these are the skills, qualities and experience you will need:
* On track to complete a bachelor's or a master's degree in finance, engineering or accounting by July 2027; minimum overall GPA of 3.0
* Competency in programming (SQL, Python, R etc.) and statistics
* Solid foundation of accounting and corporate financial theory
* Advanced excel and/or Power BI skills
* Strong technical aptitude and demonstrate effective verbal and written communication skills
* Exhibit leadership skills that demonstrate strong judgement, problem-solving, and decision-making abilities
* Able to learn in a fast-paced environment and receptive to feedback and coaching
* Ability to multi-task, prioritize responsibilities, and take initiative on projects
* High attention to detail
* A positive attitude and is a team player mentality with a can-do spirit
How to Apply:
* Submit an application on Lever - **************************
* Required documents - Resume, Unofficial Transcripts
* Note - HCVT is unable to sponsor the work authorization of candidates.
This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable salary estimate for this position is $38.00 per hour, and it is eligible for a one-time program completion bonus.
Connect with us:
LinkedIn, Instagram, Facebook, HCVT Website
#LI-BA1
#LI-Hybrid
#LI-DNI
The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.
$38 hourly 8d ago
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Materials & Production Manager
Elliott Group 3.7
Houston, TX job
Overview & Responsibilities
The Materials & Production Manager is responsible for overseeing the entire production process, from initial planning to final delivery ensuring the smooth, efficient, and timely execution of all production activities. They are the central point of contact, bridging various departments to guarantee that production goals are met and that the final product adheres to quality standards and deadlines. This role requires a unique blend of strategic planning, problem-solving, and strong communication skills.
The Materials & Production Manager is also responsible for overseeing the acquisition, storage, and distribution of a company's raw materials, parts, and finished products. They play a critical role in the supply chain, ensuring that materials are available when needed while minimizing costs and waste.
Key Responsibilities
Production Planning and Scheduling: Develop, implement, and manage detailed production schedules to ensure all production targets and deadlines are met.
Resource Management: Coordinate the allocation of resources, including raw materials, equipment, and personnel, to optimize production workflow and minimize waste including leading the organizations capacity planning efforts.
Cross-Departmental Collaboration: Serve as the primary liaison between various departments, such as procurement, engineering, quality assurance, and sales, to ensure seamless communication and alignment of production activities with overall business objectives.
Inventory Management: Develop and implement strategies to control and manage inventory levels, including setting reorder points and safety stock levels. Conduct regular cycle counts and physical inventories to ensure accuracy.
Procurement and Sourcing: Lead the purchasing team in sourcing and procuring materials. Negotiate with suppliers to secure favorable pricing, terms, and delivery schedules.
Logistics and Warehousing: Oversee the movement of materials from suppliers to the warehouse and from the warehouse to production lines. Manage warehouse operations, including receiving, storage, and shipping.
Team Leadership: Supervise, train, and mentor a team of materials coordinators, purchasing agents, and warehouse staff. Foster a culture of continuous improvement and operational excellence.
Strategic Planning: Collaborate with other departments, such as production, sales, and finance, to forecast material needs and align materials management strategies with business goals.
Budgeting and Cost Control: Develop and manage the materials budget. Identify and implement cost-saving initiatives related to procurement, transportation, and inventory.
Qualifications
Education:
Bachelor's Degree in Manufacturing, Supply Chain Management, Business Administration, or a related field. Professional certifications in project management (PMP), supply chain management (APICS), or Lean Manufacturing are a significant plus.
Experience:
Minimum of 5-7 years of experience in materials management, logistics, or a related supply chain role, with at least 3 years in a leadership position.
Technical Skills:
Proficiency in Enterprise Resource Planning (ERP) and inventory management software. Strong analytical and data-driven decision-making abilities.
Strong analytical skills with the ability to interpret production data and performance metrics.
Familiarity with Lean Manufacturing or Six Sigma principles.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with advanced skills in Excel for data analysis and reporting.
Soft Skills:
Leadership: Demonstrated ability to lead and motivate a team.
Communication: Excellent verbal and written communication skills.
Problem-Solving: Strong analytical and problem-solving skills.
Negotiation: Proven negotiation skills with suppliers and vendors.
Work Environment:
This position is typically based in an office setting but requires frequent presence on the production floor to monitor operations and interact with the team. The role may involve working under pressure and managing multiple priorities in a dynamic, fast-paced environment.
Equal Employment Opportunity
Ebara Elliott Energy is an equal employment opportunity/affirmative action employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, marital status, genetic information, disability, veteran status, or any other characteristic protected by the federal, state or local laws of the United States. Applicants and employees are protected under U.S. federal law from discrimination. To learn more,
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No agency submissions please. NOTE: Resumes submitted to any Ebara Elliott Energy employee without a current, signed and valid contract in place with the Ebara Elliott Energy recruiting team will become the property of Ebara Elliott Energy and no search fees will be paid.
$63k-87k yearly est. Auto-Apply 25d ago
Manager, Transactions Advisory Services
Baker Tilly Virchow Krause, LLP 4.6
Houston, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
We are currently searching for a Manager to join our Transaction Advisory Service team within our Financial Advisory Services team. This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to meet their complex financial needs. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
* You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve - Baker Tilly Industries
* You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
* You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
* You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
* You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow
What You Will Do:
* Data gathering, document review and preparation of quality of earnings reports.
* Research and financial analysis of target companies.
* Due diligence for both buy side and sell side transactions.
* Communication with clients to ensure delivery of exceptional client service.
* Participate in various marketing and recruiting activities of the firm.
* Opportunities for career development and to advance within the transaction advisory services group.
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
* Invest in your professional development individually and through participation in firm wide learning and development programs
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Successful candidates will have:
* 6+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines
* Relevant bachelor's degree in accounting, finance or related
* Certified public accountant (CPA) preferred, not required
* High motivation, initiative and positive attitude
* Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
* Intermediate modeling and excel skills, experience conducting complex quantitative
and qualitative financial analysis and ability to generate data-driven insights
* Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced
environment with shifting priorities
* Excellent verbal and written communication, experience presenting analyses to
management and ability to lead and drive initiatives
* Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
* Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings
The compensation range for this role is $114,000-$180,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$114k-180k yearly Auto-Apply 38d ago
Audit Senior Associate
Baker Tilly 4.6
Pasadena, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Are you interested in joining one of the fastest growing public accounting firms?
Would you like the ability to focus on one industry sector and further become an expert for your clients?
If yes, consider joining Baker Tilly US (BT) as an Audit Senior Associate! This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve.
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges.
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions.
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!).
You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow.
What you will do:
Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients:
Proactively engage with your clients throughout the year to gather needed information to complete testing and respond to questions raised.
Plan and supervise the execution of all audit engagement activities.
Review and perform substantive testing on client's balance sheets and income statements.
Conduct and review tests to assess deficiencies of internal controls and make recommendations for improvement.
Play an active role in discussions with the Manager and Partner relative to business recommendations resulting from testing performed and information gathered.
Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs.
Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients.
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
Enjoy friendships, social activities and team outings that encourage a work-life balance.
Qualifications
Successful candidates will have:
Bachelor's degree in accounting or an undergraduate degree with sufficient coursework to sit for the CPA exam
CPA preferred or actively pursuing completion of exam
Two (2)+ years of experience providing financial statement auditing services within a public accounting firm
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
Strong leadership, project management, organizational and analytical skills, initiative, adaptability
Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
The compensation range for this role is $78,000 to $131,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$78k-131k yearly Auto-Apply 43d ago
Senior Consultant - Sage Intacct Implementation
Bakertilly 4.6
Houston, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you interested in joining one of the fastest growing professional services firms in the nation?
Do you enjoy helping customers embrace technology to elevate their business and customer satisfaction?
If yes, consider joining Baker Tilly Advisory Group, LP (BT) as a Sage Intacct Senior Consultant! At BT your main responsibilities will include working directly with project managers and customers delivering software solutions for implementation projects with high customer satisfaction and successful customer adoption. (This position is REMOTE.)
As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
Does this describe you?
You want to work for a leading professional services firm whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
You want to grow professionally and develop your client service and technical skills to build a career with endless opportunities
now, for tomorrow
What you will do:
Be a trusted member of the engagement team and responsible for:
Managing multiple projects and customers simultaneously to successfully implement following our prescriptive implementation methodology resulting in in-scope/on-budget/on-time delivery, high customer satisfaction, and successful customer adoption
Executing all aspects of the implementation process which includes collaborative consultation with the client, requirements definition, solution design, configuration, unit and integration testing, training, data cleansing, and data migration
Maintaining deep knowledge of the Sage Intacct software including expertise implementing and using Sage Intacct advanced modules, as well as staying current with the latest product features and enhancements.
Configuring and implementing the Sage Intacct software based on a thorough understanding of customer-specific business processes as well as industry and system best practices
Developing and deploying implementation project plans and ensure projects are delivered on time, on budget while optimizing return on investment
Utilizing and developing less experienced implementation resources providing on-the-job coaching and mentoring
Conducting training for customer end-users at all levels of the customer organization and relate system functionality to customer business requirements
Effectively documenting customer business requirements into configurable software solutions and business management processes utilizing best practices and visual process flowcharts
Responding to customer technical support issues related to the system implementation
Designing and building industry specific key performance indicators, reports, and dashboards
Working in a team-oriented and collaborative environment with Professional Services, Sales, Support, Marketing and Customer Success to effectively coordinate project execution and completion
Delivering prompt, concise, and friendly communications while providing high quality service and leadership to align with customer goals and requests
Contributing to and using knowledge repository of deployment best practices and enhance tools and repeatability of service delivery
Mentoring Associate Solution Architects and Solution Architects on processes, Sages Intacct modules and customer/project management
Serving as an escalation point for project issues
Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
Bachelor's degree required, preferably in Accounting, Business or MIS (candidate must also have general understanding of accounting terms through previous courses or experience)
Three (3)+ years' experience providing consulting and implementing Sage Intacct, ERP/financial applications and/or other SaaS solutions
Consulting experience end-to-end through the entire software delivery life cycle following a process-based methodology or experience as an end user who has gone through a software implementation or upgrade
Advanced proficiency with Excel (pivot tables, VLOOKUP's, macros, etc.) is preferred for efficient data mapping, integration, and migration of customer data
Demonstrated skills in the areas of time management, communication, relationship building, collaboration, and problem solving
Strong leadership, project management, organizational and analytical skills, initiative, adaptability
Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship
The compensation range for this role is $85,910 to $162,890. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$85.9k-162.9k yearly Auto-Apply 50d ago
Sage Intacct Customer Support Senior Associate
Baker Tilly 4.6
Houston, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you interested in joining one of the fastest growing professional services firms in the nation?
Are you excited to connect the world of finance and accounting with technology?
If yes, consider joining Baker Tilly US, LLP (BT) as a Sage Intacct Customer Support Senior Specialist! At BT your main responsibilities will include working directly with project customers, providing support for end users, and working directly with customers, internal consultants, and external vendors for solutions. The position will involve diagnosis, troubleshooting, provisioning, and escalation for issue resolution in the Sage Intacct environment.
As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. (This position is REMOTE.)
Does this describe you?
You want to work for a leading professional services firm whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
You want to grow professionally and develop your client service and technical skills to build a career with endless opportunities
now, for tomorrow
What you will do:
Be a trusted member of the engagement team and responsible for:
Reviewing, assigning and/or taking ownership of customer support tickets daily, responding promptly to customers once reviewed
Determining a course of action upon review of case tickets
Testing possible solutions in demonstration environments
Adding internal comments to variations of potential solutions and contact customers with possible solutions
Escalating issues without immediate resolution to internal management or Sage Intacct's customer support and/or engineering
Following up regularly on outstanding tickets
Delegating certain issues to the implementation or technical services team for highly configured instances of the software
Corresponding throughout issue resolution process in a timely manner
Other duties as assigned
Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
A bachelor's degree required, preferably in business administration, accounting, MIS or equivalent experience
Three (3)+ years' experience in the accounting or finance field with exposure to multiple ERP systems or in a software technical support environment working heavily with external customers, ideally in a financial or accounting software or application
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
Strong leadership, project management, organizational and analytical skills, initiative, adaptability
Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship
The compensation range for this role is $67,060 to $127,120. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$31k-48k yearly est. Auto-Apply 60d+ ago
Senior Manager, Transactions Advisory Services
Baker Tilly Virchow Krause, LLP 4.6
Houston, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
We are currently searching for a Senior Manager to join our Transaction Advisory Service team within our Financial Advisory Services consulting team. This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to meet their complex financial needs. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
* You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve - Baker Tilly Industries
* You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
* You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
* You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
* You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow
What You Will Do:
* Data gathering, document review and preparation of quality of earnings reports.
* Research and financial analysis of target companies.
* Due diligence for both buy side and sell side transactions.
* Communication with clients to ensure delivery of exceptional client service.
* Participate in various marketing and recruiting activities of the firm.
* Opportunities for career development and to advance within the transaction advisory services group.
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
* Invest in your professional development individually and through participation in firm wide learning and development programs
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Qualifications
* 8+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines
* Relevant bachelor's degree in accounting, finance or related
* Certified Public Accountant (CPA) certification preferred
* High motivation, initiative and positive attitude
* Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
* Intermediate modeling and excel skills, experience conducting complex quantitative
and qualitative financial analysis and ability to generate data-driven insights
* Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced
environment with shifting priorities
* Excellent verbal and written communication, experience presenting analyses to
management and ability to lead and drive initiatives
* Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
* Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings
The compensation range for this role is $163,000-$240,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$163k-240k yearly Auto-Apply 38d ago
Order-to-Cash Accountant
Elliott Group 3.7
Houston, TX job
Overview & Responsibilities
The Order-to-Cash (O2C) Accountant is responsible for the financial execution of the O2C cycle, with a specific focus on revenue recognition, billing, and the underlying accounting for revenue activity and costs. Working under the direction of the O2C Manager, this role ensures that all financial transactions are processed accurately and that the costing associated with revenue-generating activities is properly recorded in accordance with company policies and IFRS standards. This role serves as a vital link between operations and the general ledger.
This is a hybrid role, and the selected candidate will work 3 days in the office and 2 days remote.
Key Responsibilities:
I. Revenue & Cost Accounting
Prepare and post monthly journal entries associated with revenue recognition, cost of goods sold (COGS) and revenue-related accruals.
Review and record the accounting and costing details of revenue activities to ensure margins are accurately reflected in the financial statements.
Ensure all revenue-related activities are recorded in the correct period in compliance with IFRS 15 and company revenue recognition policies.
II. Billing & Collections
Execute the end-to-end billing process, ensuring invoices are generated accurately and distributed timely based on customer contracts and operational milestones.
Monitor customer accounts and aging reports; perform proactive collection activities to ensure timely payments and minimize Days Sales Outstanding (DSO).
Partner with Sales and Operations teams to investigate and resolve billing discrepancies or customer disputes affecting payment.
III. Inventory & Balance Sheet Support
Perform monthly reconciliations of accounts receivable, deferred revenue, and unbilled receivable accounts to the general ledger.
Oversee the accounting for progress billings and adjustments, ensuring that the balance sheet accurately reflects contract assets and liabilities.
Prepare and provide documentation for internal and external auditors regarding revenue, costing, and receivables.
IV. Reporting & Controls
Assist the O2C Manager in preparing monthly reports on key metrics, including aging trends, revenue variances, and bad debt reserve analysis.
Adhere to established internal controls over the O2C and revenue cycles to ensure financial integrity.
Qualifications & Experience:
Bachelor's degree in Accounting or Finance required.
3+ years of accounting experience, specifically within Revenue Accounting, AR, or the O2C cycle.
Strong knowledge of bookkeeping, accrual accounting, and revenue-to-cost matching principles.
Solid understanding of IFRS standards and internal control frameworks (SOX or similar).
Proficiency in a major ERP system and advanced Excel skills.
Key Competencies:
Ability to trace revenue activities through to the general ledger and understand costing impacts.
High level of accuracy in preparing journal entries and reconciliations.
Strong organizational skills with the ability to deliver accurate results under tight month-end deadlines.
Ability to work effectively across finance, sales, and operations functions.
Equal Employment Opportunity
Ebara Elliott Energy is an equal employment opportunity/affirmative action employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, marital status, genetic information, disability, veteran status, or any other characteristic protected by the federal, state or local laws of the United States. Applicants and employees are protected under U.S. federal law from discrimination. To learn more,
click here
.
To learn more about our Job Applicant Privacy Notice, please
click here
.
No agency submissions please. NOTE: Resumes submitted to any Ebara Elliott Energy employee without a current, signed and valid contract in place with the Ebara Elliott Energy recruiting team will become the property of Ebara Elliott Energy and no search fees will be paid.
$55k-70k yearly est. Auto-Apply 8d ago
Senior Sales Manager - Turbomachinery
Elliott Group 3.7
Houston, TX job
Overview & Responsibilities
PURPOSE OF THE JOB:
The Senior Sales Manager - Turbomachinery will provide leadership to a team of sales engineers / representatives within their sales region. They will successfully lead the sales team to achieve assigned booking targets for parts, field service, repair and rerate/mods bookings within the assigned sales region. Work closely with operations team members to meet sales and bookings objectives. Develop relationships with key customer personnel and promote Elliott Group overall qualifications and abilities.
This role entails up to 50% travel.
BACKGROUND & EXPERIENCE:
Degree in mechanical engineering or equivalent experience. MBA would be beneficial.
Several years of technical sales experience with turbomachinery in the refining, petrochemical, power or related markets/industry.
Thorough knowledge and experience with the sales and sales management process.
Proven track record of successful sales team leadership.
Ability to effectively team with the Regional Field Service and Service Center Zone managers in the region.
Overall knowledge of Elliott Organization and capabilities.
Knowledge of Elliott Processes, Policies, and Procedures.
Management skills including, recruitment and hiring of new employees, training of new employees, evaluation and motivation of employees.
Strong verbal, written, and listening communication skills.
Strong selling and negotiation skills that are shared with the selling team.
Leadership skills to monitor and motivate sales team activities.
Planning skills to help sales team prioritize and optimize their efforts in order to maximize Elliott Company sales.
Ability to develop relationships with key customers.
Sales Management - coordination of sales team efforts, interface with product line and operations, business planning, communication. Sales manager has responsibility for controlling assets of company in the form of sales personnel. Effectively utilizing this asset to maximize business potential in an assigned area.
Supervising direct reports including skill evaluations, product training programs for each individual and confirming that activities are in line with Elliott Group objectives.
Lead sales team for service products in region with key corporate or targeted accounts.
Persuading, selling, convincing external and internal selling skills; promoting service products within an assigned sales region.
Provide input into developing new products that based on market intelligence that could be successfully sold in the sales region,
Analyzing market trends, activity and gathering marketing intelligence on products, industries, competition and customer practices that can be used to create and reinforce our market strategies.
Some of our activities are covered by Elliott policies, precedents, and procedures. These include expense reporting and approvals, commercial limits of authority, purchase order acceptance, and contract terms.
SPECIFIC JOB RESPONSIBILITIES / COMPETENCIES:
Management of the regional sales organization including performance appraisals and salary planning.
Recruitment, selection, hiring, and training of new sales team members.
Handling bookings, sales forecasting and sales team quota assignment.
Support individual sales team members with their sales activities.
Provide management support and leadership for the settling of customer disputes.
Periodic review of sale territories and accounts to insure best sales coverage possible.
Work closely with the operations organizations to maximize sales.
Lead the local sales team in Process Improvement initiatives and actively participate in all PI teams.
Equal Employment Opportunity
Ebara Elliott Energy is an equal employment opportunity/affirmative action employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, marital status, genetic information, disability, veteran status, or any other characteristic protected by the federal, state or local laws of the United States. Applicants and employees are protected under U.S. federal law from discrimination. To learn more,
click here
.
To learn more about our Job Applicant Privacy Notice, please
click here
.
No agency submissions please. NOTE: Resumes submitted to any Ebara Elliott Energy employee without a current, signed and valid contract in place with the Ebara Elliott Energy recruiting team will become the property of Ebara Elliott Energy and no search fees will be paid.
$108k-141k yearly est. Auto-Apply 3d ago
Senior Associate- Client Accounting Services, Real Estate
Baker Tilly Virchow Krause, LLP 4.6
Houston, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way?
Join Baker Tilly (BT) as a Senior Property Accountant with our growing outsourced Client Accounting Services practice! This is a great opportunity to be a valued business advisor property accounting services to multiple clients across the country. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. This is a hybrid position - located near one of our offices.
In this role, you will work in a cloud based environment and serve as a Senior Accounting Associate for multiple clients across the country, working with a team of professionals to provide property accounting services to their businesses. Come and join a fast growing team, where we can offer you variety in your client work to help you grow your skills and a steady schedule to allow for a healthy work/life balance!
You will enjoy this role if:
* You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized
* You are comfortable using technology and would enjoy helping businesses become more automated through cloud based accounting solutions
* You are looking to be part of a fast growing, innovative practice where your hard work and creativity can help us continue to build, improve and advance
* You like a corporate accounting department schedule and environment, but also crave the investment in technology and training that an innovative CPA firm provides to accountants
What you will do:
The Senior Property Accounting Associate will handle accounting matters for various commercial/retail/hospitality assets. Responsibilities include, but are not limited to, the following:
* Prepare and deliver monthly financial reporting package for each assigned property
* Maintain accounting records for ownership entities holding real estate assets
* Monitor compliance of certain ownership, debt and other agreements
* Prepare annualized income and expense projections each month to assist Property Management and client in cash flow management and determining when investor approvals are required
* Prepare and analyze periodic excess net cash flow distribution calculations
* Prepare journal entries related to significant transactions such as acquisitions, dispositions, and financings
* Prepare data to support the annual financial statement audit and preparation of tax returns
* Assist in preparation and review of annual budget
* Work alongside Property Management to prepare tenant reconciliation settlements in accordance with stipulated lease terms including, but not limited to, operating expenses, real estate taxes and utilities
* Input and setup all new leases and lease renewals in property management software
* Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
* Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
* Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
* Bachelor's degree in accounting
* Three+ (3)+ years of experience in commercial real estate or public accounting (with exposure to commercial real estate)
* Development/Construction accounting background is preferred
* Intermediate to advance with MS Office software/Excel
* Experience with MRI or Yardi preferred
* Excellent analytical, technical and problem solving skills, with strong attention to detail
* Exceptional verbal and written communication, collaboration, and time management skills
* Eligibility to work in the U.S., without sponsorship, highly preferred
#LI-EH1
#LI-Hybrid
$52k-72k yearly est. Auto-Apply 24d ago
Consultant, IRA Advisory
Baker Tilly Virchow Krause, LLP 4.6
Houston, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Come join Baker Tilly's Development Advisory team as a Consultant! You will be a part of our Development Advisory team where you will provide a variety of services including, but not limited to, energy and infrastructure advisory and project development support, economic development and capital planning support, and federal grant advisory with potential clients such as Tribes and Tribal Organizations, municipalities, non-profits, and other for-profit entities. You will be an integral part of supporting Baker Tilly's services tied to the Inflation Reduction Act.
As one of the fastest growing firms in the nation, Baker Tilly has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if you:
* Are considering a long-term career in professional services and want exposure to the energy and community development advisory industry
* Value your development and want to work for a firm whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
* Want to grow professionally and develop your client service and technical skills to build a strong foundation now, for tomorrow
* You will have the opportunity to:
* Gain hands-on experience in energy and community development advisory
* Participate in our technical training and development program designed to provide the tools needed to contribute to and lead client engagements
* Experience on-the-job training through real work engagements
* Learn directly from experienced managers and partners with specialized experience and technical knowledge within various industries such as energy and utilities, real estate, public sector, and transactions, among others
Qualifications:
* Bachelor's degree in finance, business, accounting, supply chain, engineering or manufacturing-related field required.
* The ability to work effectively in a team environment with all levels of client personnel
* Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
* Organizational and analytical skills, initiative, adaptability
* Proficiency with Microsoft programs (Word, Excel, PowerPoint, etc.)
* Consultants will additionally have:
* 1-2 years of relevant work experience
* Involvement with a professional organization desired
* Experience building financial models incorporating income statements and cash flows to support business decisions
* Experience with core financial processes (e.g. monthly close, financial reporting)
$63k-91k yearly est. Auto-Apply 60d+ ago
Director, Accounting and Financial Advisory Services
Baker Tilly Virchow Krause, LLP 4.6
Houston, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Position Overview:
We are seeking a dynamic and highly experienced Director to lead and expand our Financial Advisory Services (FAS) within the Office of the CFO Accounting Advisory practice. This role will specialize in advising clients on complex technical accounting, reporting and transaction-related matters. The ideal candidate will bring deep expertise in U.S. GAAP, IFRS, and regulatory frameworks, and will serve as a trusted advisor to CFOs and finance leaders navigating accounting complexities, transactions, and emerging financial technologies.
Key Responsibilities:
* Serve as a senior advisor to clients with deep technical expertise
* Lead and deliver advisory engagements on complex accounting topics including:
* Consolidations (ASC 810)
* Revenue Recognition (ASC 606)
* Leases (ASC 842)
* Business Combinations (ASC 805)
* Impairments (ASC 350/360)
* Share-based payments (ASC 718)
* Complex financial instruments and other non-routine transactions
* Advise on accounting policy development, restatements, and remediation of material weaknesses
* Build and maintain strong relationships with CFOs, Controllers, and Audit Committees.
* Drive thought leadership in emerging accounting topics, including evolving FASB and SEC guidance
* Stay abreast of regulatory developments (SEC, FASB, IASB, etc.) and emerging technologies impacting financial reporting
* Lead, mentor, and grow high-performing teams; foster a culture of innovation and technical excellence
* Support business development, proposals, and go-to-market strategies
* Collaborate cross-functionally with tax, risk, valuation, managed services, and technology teams to deliver end-to-end solutions
Qualifications:
* Bachelor's or Master's degree in a specialized field such as accounting, business, finance or related field - Master's degree preferred.
* CPA required, CFA or other relevant certifications a plus
* 10+ years of relevant experience in accounting advisory, Big 4 or top-tier consulting preferred
* Proven track record of leading complex engagements and managing senior client relationships
* Excellent communication, presentation, and stakeholder management skills
* Ability to navigate ambiguity and deliver high-impact solutions in fast paced environments
* Attention to detail along with a commitment to quality and confidentiality.
* Ability to work extended hours including evenings and weekends, as well as the ability to travel overnight, as necessary.
Why Join Us:
* Lead a rapidly growing, high impact advisory practice
* Influence the future of financial reporting
* Collaborate with innovative clients across traditional and emerging sectors
* Competitive compensation and flexible work environment
"The compensation range for this role is $215,950 to $409,420. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location."
$96k-139k yearly est. Auto-Apply 1d ago
Associate, Private Equity Fund Services
Baker Tilly Virchow Krause, LLP 4.6
Houston, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you ready to start out your accounting and finance career in a new way?
Our Private Equity Fund Services team is seeking to add an Associate to their team! This is a great opportunity for someone who is starting out their career in accounting and finance. We believe in continuous learning and development and have a number of programs to ensure the success of our people.
Requirements:
* Records daily journal entries and reviews cash reporting
* Helps prepare quarterly and annual reporting packages for management approval
* Helps prepare quarterly and annual financial statements for management approval
* Prepares capital calls and distributions for management approval
* Coordinates the delivery of capital call and distributions notices to clients and the investors
* Prepares and reviews correspondence with client investors to address inquires as needed
* Manages client investor portals
* Coordinates and completes special projects as directed by management
* Performs other duties as assigned
Successful Candidates will have:
* BBA/BS in Accounting or related field required
* CPA license (or in process) preferred
* 0-1 year of experience with a public accounting firm, investment bank, or the financial services industry (or general interest in supporting private equity fund operations and accounting)
* Excellent communication, time management, planning, and problem-solving skills and the ability to multitask required
* Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients
* Strong organizational skills with excellent attention to detail
* Requires ability to work both in team environment and independently
* Eagerness to learn and strong work ethic
* Must be able to work in a fast-paced environment and handle multiple priorities and deadlines
* Knowledge of Investran or other partnership accounting software a plus
$47k-82k yearly est. Auto-Apply 45d ago
Tax Experienced Associate- Real Estate Property Tax
Baker Tilly Virchow Krause, LLP 4.6
Houston, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Tax Experienced Associate- Real Estate Property Tax to join our growing State & Local Tax (SALT) practice in Dallas, TX!
Our SALT practice is made up of professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Unclaimed Property and Voluntary Disclosure & Remediation by industry needs. As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow.
Candidates for the Associate position must possess a successful track-record of experience in the real estate Property Tax market. Candidates must be able to work in a deadline driven, fast-paced, and dynamic work environment. Responsibilities include but are not limited to appealing assessment notices, property valuation, and tax filings. The Associate is responsible for ensuring client appeals are handled appropriately and working with the team to apply proper valuation methodologies.
Essential Duties and Responsibilities
* Manage property tax filings in multiple states
* File appeals, maintain appeal calendar, and attend hearings
* Successfully navigate Freeport Exemption filings where applicable
* Negotiating with assessors on multi-state portfolios
* Consistently exceed client service expectations
* Manage and motivate staff to achieve desired results
* Attain mastery of software updates and changes, specifically OneSource/PTMS
* Develop and preserve positive relationships with assessors and clients
* Create and update files and records, while tracking tax appeal deadlines
* Verify that values fall within established guidelines
* Maintain hearing schedules as required
* Manage the processing of tax bills timely and accurately
* Participate in team projects by taking ownership of assignments
* Ensure all team matters are completed in a timely manner
* Commitment to working in a dynamic, deadline driven environment
Requirements:
* Highly detail oriented
* Strong analytical and technical skills
* Ability to work independently with minimum supervision
* Excellent Communication Skills
Education and Qualifications
* Bachelor's degree in Accounting, Business Administration, Finance, or related field preferred
* Desire to pursue CMI.
* Advanced skills in Microsoft Word and Excel
* Excellent verbal and written communication skills
* Ability to meet travel requirements of the job
* Previous OneSource/PTMS software experience is required
The compensation range for this role is $63,200 to $119,820. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$63.2k-119.8k yearly Auto-Apply 60d+ ago
Principal, M&A Tax
Baker Tilly Virchow Krause, LLP 4.6
Houston, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Description
We are seeking a talented M&A Tax Principal with Private Equity experience and exceptional technical and relationship development skills to join our dynamic Private Equity-focused team.
The ideal candidate possesses deep technical expertise in complex corporate and flow-through transaction tax structuring and a proven track record of leading complex, high-stakes transactions with strategic tax insights that create significant value for Private Equity clients. This individual excels at building and maintaining strong relationships, collaborating seamlessly with deal teams, investment bankers, legal advisors, and portfolio company management to foster confidence and drive deal momentum. They demonstrate outstanding business development acumen, identifying emerging opportunities and articulating tailored tax solutions that resonate with senior stakeholders.
The candidate will be a dedicated mentor and leader, committed to developing and inspiring team members through coaching, feedback, and fostering a collaborative, high-performance culture that elevates overall team capabilities.
If you are a strategic thinker with entrepreneurial drive and a passion for both client success and talent development, we invite you to apply for an opportunity to help shape the future of our firm.
You will enjoy this role if:
* You are excited to drive growth and able to market-source new Private Equity clients and new business
* You take a strategic approach to the execution of client work and Firm responsibilities; are consulted by clients on most important business and strategic decisions; and implement new ideas in an effort to improve processes and achieve better results
* You want to work for a leading advisory firm that is growing and creating exceptional opportunities
* You are passionate about contributing to your team's professional growth and development, creating opportunities for others as well as yourself
* You set yourself apart as a role model for others and inspires others do the same
* You are someone who treats all principals, employees, and clients with respect and is timely and responsive, listens well, considers others points of view, and is intolerant of disrespectful or unethical behavior
What You Will Do:
* Advise and influence substantial Private Equity client relationships to achieve functional objectives and strengthen relationships
* Provide value added services that are critical to our ability to obtain and serve Private Equity clients
* Address complex M&A tax related client matters through both innovative and established approaches
* Drive the delivery of strategies to Private Equity clients with a strong focus on managing risk and safety
* Deliver exceptional tax consulting services to Private Equity clients involved in complex mergers, acquisitions, divestitures, and other restructuring transactions
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new Private Equity clients, projects, and revenue
* Operate within and effectively leverage Baker Tilly's matrixed structure of industry, service, and geography to develop and execute growth strategies and work in close coordination with regional and national leaders
* Be responsible for building your legacy and succession plan through the development of our people
* Represent Baker Tilly and be someone who is sought after in the marketplace for activities such as speaking at conferences or authoring articles, thereby enhancing the global brand of the Firm.
Qualifications
Successful candidates will be:
* A leader with a demonstrated ability to develop relationships and serve as a value architect
* Accretive to the team in a manner that allows the Firm to excel against our competition and through the professional and technical advantages brought the candidate
* A partner or principal at current firm
* Experienced with a proven professional services track-record, working for at least fifteen years with Private Equity clients on tax aspects of complex domestic and cross-border business transactions including mergers, acquisitions, divestitures, and restructurings involving debt and equity
* Viewed as immediately capable of leading and elevating the technical base of our people such that we are able to safely expand our service offerings and strengthen our reputation in the marketplace
* A proven entrepreneur with a track-record of successful business growth
* Able to lead others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current, see the "big picture" as well as the details, display appropriate ethical knowledge, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
* Capable of providing a technical skill set that allows the Firm to attract a more complex and diverse client base and bring that skillset to our clients and prospects
* Viewed as providing a knowledge base that is a distinguishing factor in our market and will be immediately recognized as a deep specialist in the field, such that your direct involvement in the team elevates the total client experience in a manner that clients and prospects see Baker Tilly as the preferred Firm in the marketplace
* A CPA or bar licensed attorney required; masters or LLM in taxation desired but not required
* Nimble and responsive, with the ability to travel nationally as client and Firm needs may require
$89k-129k yearly est. Auto-Apply 51d ago
Associate-Finance and Accounting BPO/Managed Services
Baker Tilly Virchow Krause, LLP 4.6
Houston, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
As an Associate in our Mid Market Outsourced Accounting & Advisory Services practice, you will be a vital member of a high-performing team, providing best-in-class accounting and advisory services to our clients. You will support the day-to-day financial operations for multiple clients, ensuring accuracy and efficiency in a cloud-based environment. This role is a fantastic opportunity for an early-career professional to gain hands-on experience, develop technical accounting skills, and contribute to a collaborative, client-focused team. You will be responsible for a variety of tasks that contribute to the overall financial health and strategic goals of our clients.
Key Responsibilities
* Transactional Accounting: Perform daily and weekly accounting tasks, including accounts payable (P2P), accounts receivable (O2C), bank reconciliations, and expense management.
* Financial Reporting Support: Assist in the preparation of monthly, quarterly, and annual financial statements and other key reports for clients.
* Process Improvement: Contribute to the implementation of process improvements to streamline workflows and enhance efficiency.
* Data Management: Accurately classify, record, and summarize financial data, ensuring the integrity of financial records.
* Client Collaboration: Work closely with the engagement team and client contacts to gather information, clarify requirements, and ensure timely completion of tasks.
* Documentation: Support the creation and maintenance of standardized desktop procedures and process documentation.
* Problem-Solving: Assist in troubleshooting and resolving accounting issues and discrepancies.
Qualifications
* Education:
o Bachelor's degree in Accounting, Finance, or a related field is required.
* Experience:
o Relevant internship - 2 years professional work experience in an accounting or finance role is a plus.
o Experience in MS Office Suite, and ERP systems (e.g. Workday, SAP, Oracle, QuickBooks Online, Sage Intacct, NetSuite) as a plus.
* Skills:
o Foundational knowledge of Generally Accepted Accounting Principles (GAAP).
o Strong analytical and problem-solving abilities with a keen attention to detail.
o Excellent organizational, communication, and interpersonal skills.
o Ability to work effectively in a fast-paced, team-oriented environment.
o A proactive and adaptable mindset with a strong commitment to continuous learning.
$60k-85k yearly est. Auto-Apply 60d+ ago
Senior Project Accountant - Client Accounting Services, Real Estate
Baker Tilly Virchow Krause, LLP 4.6
Houston, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way? We're looking for a Senior Project Accountant to join our outsourced client accounting practice. In this role, you will work in a cloud based environment and serve as a Project Accountant for multiple clients across the country, working with a team of professionals to provide property accounting services to their businesses. Come and join a fast growing team, where we can offer you variety in your client work to help you grow your skills and a steady schedule to allow for a healthy work/life balance!
You will enjoy this role if:
* You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized
* You are comfortable using technology and would enjoy helping businesses become more automated through cloud based accounting solutions
* You are looking to be part of a fast growing, innovative practice where your hard work and creativity can help us continue to build, improve and advance
* You like a corporate accounting department schedule and environment, but also crave the investment in technology and training that an innovative CPA firm provides to accountants
This role is a fit for you if you are:
* Looking to work within a team environment to help serve our clients as their outsourced accounting leader.
* A creative problem solver who enjoys learning new businesses and has the desire to become an advisor to clients in order to help them achieve their goals and dreams.
* Organized and able to push for high quality, efficient and profitable client engagements.
* A team player with strong communication skills and desire to work collaboratively with others to meet client needs.
* An accounting professional who enjoys staying on top of accounting trends and best practices.
* A detail orientated team member who can successfully work on multiple clients and juggle competing priorities.
* Passionate about learning and growing and someone who wants to offer best in class service to our clients.
What you will do:
The Senior Project Accountant is a key team member within Baker Tilly's CAS Real Estate outsourced real estate property accounting practice. Responsibilities include, but are not limited to, the following:
* Coordinate Draw Request including, but not limited to Remittance Requests, Vendor Invoices, Lien Waivers, Change Orders and Identification of Funding Sources
* Roll forward the Sworn Owner's Statements (SOS)
* Input hard costs and soft costs, including the construction management fees which are to be computed and an invoice prepared
* Identify reimbursement costs, batch all hard & soft costs in the SOS into a single batch
* Submit copies of the Draw Request to the inspecting architect, title company and Investors / Partners as directed for approval
* Request debt as per the client approved SOS
* Confirm all funds (e.g. Equity and Tenant Funds not directed to be deposited to the title company) have been received
* Prepare a Funding Request to fund Draw Request and submit for approval of same.
* Notify vendors of the release of funds as soon as the title company releases funds to vendors
* Review hard and soft costs on the Draw Request as follows;
* Identify each invoice with a draw number that corresponds to the Draw Request being issued;
* Review the coding on all vendor payments to ensure it is properly coded to the correct Fixed Asset (e.g. Land, Land Improvement, Bldg Improvement, Development Costs, Soft Costs, Lease cost or expense);
* Include the proper description on each invoice (e.g. General contractor, permits, consulting, engineering, utilities, etc.);
* Ensure proper Job Cost Code is inputted on each vendor payment;
* Ensure that the total to be funded on the SOS reconciles to the batch total in AvidXchange payment file prior to exporting the batch to Yardi;
* Review of Draw Request for accuracy and completeness ensuring that all vendor invoices reconcile to the SOS
* Reconcile AvidXchange batch to the total that the title company is releasing. When the above is reconciled, export the batch from AvidXchange to Yardi.
* Record the Draw Request as follows;
* Record the wire transfers made per the funding request into general ledger module via manual recording or automated upload;
* Record and post receipt of funds from equity partners into the general ledger module (Debit Cash / Credit Ownership Contribution);
* Prepare, review and post the invoices from AvidXchange to Yardi via a 'manual' check run of which said posting shall equal the amount paid to the vendors (less any reimbursements as applicable and permitted by the lender) on the SOS. Debit to capital or expense accounts and credit to draw clearing account
* Prepare, review and post the Draw Request made by the title company representing the loan proceeds disbursed. Debit to Draw Clearing Account and Credit to loan payable or representing the equity funding from the property; Debit to Draw Clearing Account and Credit to 1110 (or applicable operating cash account).
* Record interest expense (capitalizing where necessary) and increase the loan payable accordingly
* Ensure that the loan payable reconciles to the loan statement and post the interest payment in the general ledger module.
* Reconcile the general ledger (Fixed Asset -WIP accounts) to the cumulative Draw Requests, including all non-Draw related items (e.g. capitalized interest, capitalized depreciation & amortization, etc.)
* Reconcile all construction activities to the Fixed Asset -WIP accounts including all non-draw related activity (e.g. capitalized interest, capitalized depreciation and amortization, etc.)
* Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate.
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
* Act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client.
* Continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues.
* Assist with the training and counseling of team members, and with developing performance measures that support the team's strategic direction. Assist in developing and maintaining a culture of teamwork, client service and effective problem solving.
* Comply with continuing education requirements; participate in professional organizations, independent study, etc. and integrate new knowledge and skills into daily work and share with colleagues as appropriate.
* Invest in your professional development individually and through participation in firm wide learning and development programs
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
* Assist in ad-hoc projects and activities where necessary and/or appropriate to foster growth and best practices of the business unit
Qualifications:
* Three (3)+ years well-rounded experience in a Real Estate Accounting firm will provide an edge in joining this firm committed to quality client service.
* Bachelor's degree in Accounting or related field; CPA is preferred
* Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records.
* Real estate property accounting experience, preferred.
* Proficient with MS Office software
* Critical thinking ability and a track record of solving problems and driving projects to completion
* Ability to communicate information succinctly and anticipate and resolve issues/problems on a proactive basis.
* Aptitude to be detail-oriented, yet flexible, in a dynamic environment with a focus on meeting deadlines.
* Excellent collaborative skills to work in partnership with colleagues and across various departments
* Strong work ethic with the highest degree of honesty, integrity and discretion
* Possess excellent collaborative skills to work in partnership with colleagues and across various departments.
* Eligibility to work in the U.S. without sponsorship.
#LI-EH1
#LI-Hybrid
$66k-88k yearly est. Auto-Apply 14d ago
Financial Reporting Manager
Baker Tilly Virchow Krause, LLP 4.6
Houston, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
We are seeking a Financial Reporting Manager to join Baker Tilly's Internal ControllershipTeam. This position requires a demonstrated ability to apply problem-solving techniques to resolve issues, communicate effectively, work collaboratively with cross-functional teams, and escalate matters to the appropriate stakeholders.
The Financial Reporting Manager will also advocate for continuous improvement and embrace change management with specific processes and tools, all in support of a growing and dynamic organization.
Key Responsibilities (not all-inclusive):
* Oversee preparation of individual affiliate financial statements, ensuring compliance with US GAAP and other regulatory requirements.
* Ensure unique accounting transactions specific to Baker Tilly affiliates are appropriately presented for both internal and external reporting purposes.
* Coordinate the preparation and review of non-financial statement regulatory filings.
* Prepare research memos on international accounting standards and proper accounting treatment for transactions in non-US countries including the United Kingdom, India, Singapore, and Australia. Conduct analysis on differences between international standards and US GAAP.
* Coordinate and review financial close processes, ensuring accuracy, completeness, and timeliness of reporting.
* Drive process improvement initiatives to enhance efficiency, automation, and standardization of accounting operations worldwide.
* Monitor changes in accounting standards and regulatory requirements, providing guidance and training to global finance teams.
* Develop, mentor, and inspire a high-performing, diverse accounting team, fostering a culture of continuous learning and excellence.
Qualifications:
* Bachelor's degree in accounting required
* CPA license strongly preferred.
* 5+ years of progressive technical accounting or financial reporting experience, with strong knowledge in US GAAP and strong understanding of international accounting and reporting complexities.
* Demonstrated ability to prepare and review technical accounting memos and consolidated financial statements.
* Strong communication skills and executive presence.
* Excellent analytical, problem-solving, and critical-thinking skills.
* Ability to work independently in a fast-paced environment with strict deadlines.
* Commitment to continuous learning, confidentiality, and ethical standards.
* Proficiency in MS Office Suite (Excel, Word, PowerPoint, Project).
The compensation range for this role is $98,230 to $186,220. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$98.2k-186.2k yearly Auto-Apply 8d ago
Associate, Client Accounting Services - Family Office
Baker Tilly Virchow Krause, LLP 4.6
Houston, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you interested in joining one of the fastest growing consulting and accounting firms in the country?
Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of accounting and advisory?
If yes, consider joining Baker Tilly (BT) as a Family Office Accounting Associate! Our Family Office practice provides accounting and consulting services to ultra-high net worth individuals and family clients. The services provided range from partnership accounting, financial reporting, cash management, and bill payment to advising on complex intergenerational wealth strategies and best practices.
As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
* You crave the opportunity to be part of a fast growing, family office practice where your hard work and creativity will be rewarded
* You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together
* You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow
What you will do:
* Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to:
* Assisting team members with the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers
* Researching and resolving issues or discrepancies with clients' accounts, bill pay or invoices
* Supervising and reviewing the accounts payable function and Family Office staff members
* Managing and reconciling numerous bank, brokerage, and credit card accounts
* Performing reconciliations and analysis for balance sheet accounts, including inter-company accounts
* Preparing year-end reporting of 1099s
* Assisting in preparation of quarterly and annual tax packages and supporting documents
* Responding to client requests and inquiries
* Handling special projects as needed.
* Demonstrate the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
* Enjoy friendships, social activities and team outings that encourage a work-life balance
Successful candidates will have:
* Bachelor's degree in Business, Accounting, Finance or related degree
* CPA eligible preferred
* 2 to 5 years of progressive accounting/bookkeeping experience
* Proficient with Microsoft Office; QuickBooks experience preferred
* Strong project management and client service skills
* Familiar with GAAP and financial statements
* High attention to detail, problem solver & intellectually curious
* Adhere to the highest level of confidentiality
* A diverse accounting background
* An understanding of professional services and client service
* Strong interpersonal skills with an approachable and professional demeanor
* Outstanding organization skills
* Excellent verbal and written communication skills
* The ability to handle and respond to multiple client and department demands in a timely manner
* The ability to prioritize assignments and effectively manage their time
* The ability to thrive in a fast paced and dynamic environment
* The ability to be a team player but be able to work independently.
$31k-37k yearly est. Auto-Apply 60d+ ago
International Tax Director
Baker Tilly Virchow Krause, LLP 4.6
Houston, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Are you interested in joining one of the fastest growing public accounting firms?
If yes, consider joining Baker Tilly (BT) as an International Tax Director. In this role you will be focused on the delivery of a full range of international tax services for multiple clients in a wide variety of industries. Your responsibilities will include interacting closely with clients to provide innovative international tax planning, consulting, and compliance expertise; developing and managing staff; working closely with staff on client management, practice development and business development activities; and formulating and delivering innovative international tax planning and savings strategies. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. Our International Tax Practice is a National Practice, with team members based out of many of our offices. It is highly preferred to have this Director in Chicago, IL or Dallas, TX.
You will enjoy this role if:
* You are able and excited to drive growth and able to market source new clients and new business and want to partner closely with Baker Tilly colleagues across all disciplines and help drive forward our strategy
* You are excited about having a direct impact to grow the International Tax Practice
* You want to work for a leading CPA advisory firm which is growing, growth means more opportunity
* You are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities now, for tomorrow
What You Will Do:
* Oversee tax-planning responsibilities for clients, review complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliates.
* Oversee the delivery of a full range of international tax services and advise U.S. and foreign multinational companies on the tax implications of their international operations as well as coordinating U.S. tax laws with foreign tax laws to develop an optimal worldwide tax strategy and develop tax planning strategies to minimize U.S. and foreign income taxes
* Consult with clients on tax-efficient structuring of international transactions, effective use of tax treaties, planning related to offshore investments activities and repatriation programs to minimize US and foreign income taxes of our US-based multinational clients, minimizing worldwide tax burdens on business transactions and operations, and making effective foreign investments
* Research and consult on various tax matters, respond to IRS and other tax authority inquiries when requested, make recommendations to the client for consideration
* Actively participate in business development efforts to include working collaboratively with other partners and marketing professionals to target and build relationships with client prospects
* Manage, supervise, train and lead the staff through counsel, guidance and coaching. Evaluate performance and work efforts; participate in performance review process
Qualifications
Successful candidates will have:
* Bachelor's degree in accounting required, master's or advanced degree highly desirable
* CPA and/or JD required
* Twelve to fifteen plus (12-15) years of public accounting experience in International Tax issues; to include inbound and outbound transaction consulting, multi-national corporation experience, transfer pricing, foreign tax credit utilization, and tax minimization. We will look at candidates who have public accounting and large corporate international experience
* Excellent leadership, organizational, interpersonal and communications skills, ability to effectively manage and mentor a staff
* Experience with Pillar II would be highly desirable.
* Demonstrated management, analytical, organization, interpersonal, project management, communication skills
* Ability to travel as needed for client engagements and team meetings
For California, Colorado, New York and Washington: The compensation range for this role is $229,510 to $435,120 Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
#LI-hybrid
$79k-126k yearly est. Auto-Apply 43d ago
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