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Veris Consulting, Inc. jobs - 211 jobs

  • Internal Audit Associate

    Johnson Lambert LLP 3.7company rating

    Johnson Lambert LLP job in Jacksonville, FL

    We are currently seeking Internal Audit Associates to join our growing team. As an Internal Audit Associate, you will have the opportunity to actively participate in client engagements from start to finish, including planning, executing, directing and completing internal audits and consulting projects. The ideal candidate will possess a solid understanding of statutory accounting principles, data analysis tools and techniques, and a continuous improvement mindset, along with a keen interest in leveraging technology to enhance audit workflows. Johnson Lambert is a progressive public accounting firm, specializing in providing services to the insurance, not-for-profit and employee benefit plan industries. From eight offices we provide services to clients on a national scale. Our highly trained professionals bring a unique depth of knowledge and specialization to our industry clients. We are proud of our 35 year history and excited about our future! The core values of Johnson Lambert: agility, trust, and respect guide us as an organization and an employer. Our mission is to provide the highest quality audit, tax and advisory services, within the distinct industry markets that we serve, and to earn our clients' trust as a valued business partner. We aim to be the choice employer for our profession's most innovative and dedicated talent. What will you do? * Review clients' processes and controls against industry frameworks * Conduct and participate in client walkthrough interviews, primarily relating to key controls and processes * Identifying process and control gaps in design and execution * Document and test client internal controls * Assist in developing project workpapers, data analysis workflows, and drafting client deliverables * Develop in-depth knowledge of clients' businesses and the insurance industry by having direct client interaction while working on multiple aspects of an engagement * Think independently and strategically about your clients' business and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes and business objectives * Provide strategic business assurance to clients by assisting in the implementation of new processes and controls that address key risks * Plan work in appropriate priorities and sequences * Manage work time appropriately to ensure client expectations and deadlines are consistently met * Actively participate in Career Development Program (CDP) activities, including leadership, recruiting, marketing, and professional areas * Stay abreast of the latest advancements in automation technologies, exploring emerging trends and tools to stay at the forefront of innovation. * Continuously evaluate existing processes, seeking opportunities to further optimize and automate, driving operational excellence. What You'll Need For Success * Bachelor's or master's degree in Accounting, Finance, Data Science, Business/Administration, or Information Systems * Interest in pursuing Certified Internal Auditor (CIA) designation * Experience or aptitude for using data analytics tools and techniques would be an advantage, specifically PowerBI / Alteryx / Tableau / AI applications * 0-1 years of work experience in public accounting or internal audit * A strong track record of leadership Equity note: Research suggests that women and Black, Indigenous, and other persons of color are less likely than men or White job seekers to apply for positions unless they are confident they meet 100% of the qualifications. We strongly encourage interested individuals to apply, and allow us to evaluate the knowledge, skills, and abilities you demonstrate, using an internal equity lens. Johnson Lambert prides itself for the hands-on approach and relationships we build with future employees, employees, and clients. We believe each application is the potential for a future relationship with JL. Therefore, a member of our HR team personally reviews all applications submitted.
    $50k-57k yearly est. 4d ago
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  • Senior QA Analyst -Tax Product Development

    BDO USA 4.8company rating

    West Palm Beach, FL job

    The Senior QA Analyst (Senior), Tax Product Development team ensures software quality through meticulous testing, collaborating with development teams, and driving process improvements. The Senior works closely with developers, product managers, and other stakeholders to understand requirements and ensure quality standards are met. Job Duties: Develops, executes, and manages comprehensive test plans and test cases based on requirements and business needs Identifies, documents, and tracks software defects and inconsistencies Collaborates with developers to ensure comprehensive test coverage Actively involved in designing, implementing, and maintaining automated testing frameworks Conducts performance testing to ensure the software can handle expected workloads Creates and maintains comprehensive test documentation, including test plans, test cases, and defect reports Identifies areas for improvement in the QA process and implements solutions Supervisory Responsibilities: Provides guidance and support to junior QA analysts Qualifications, Knowledge, Skills, and Abilities: Education: Bachelor's degree with a focus in Computer Science, Technology, Engineering, Mathematics (STEM), Finance, or Accounting, required Advanced degree in Computer Science, Technology, Engineering, Mathematics (STEM), Finance, or Accounting, preferred Experience: Four (4) or more years of experience as a Quality Analyst with a proven track record in leading complex projects, required Deep understanding of software development life cycle (SDLC) testing methodologies (Agile/Scrum) and best practice, required Hands-on experience with industry-standard automated testing tools and frameworks (Selenium, Playwright, Cypress, Appium), required Strong proficiency in at least one object-oriented programming (OOP) language, such a Java, Python, or C#, preferred Proficiency in SQL for querying databases and validating data integrity, preferred Experience with version control systems, particularly Git, preferred License/Certification: Certification in one (1) of the following, preferred: Certified Six Sigma Black Belt (CSSBB) Certified Quality Engineer (CQE) Certified Software Quality Engineer (CSQE) Certification through the International Software Testing Qualifications Board (ISTQB) Software: Familiarity with continuous integration and continuous deployment (CI/CD) practices, preferred Experience in working with Playwright, Selenium, SQL, Jira, Azure DevOps, Java, C#, preferred Experience with Agile/Scrum methodologies, preferred Language: N/A Other Knowledge, Skills, & Abilities: Ability to work well in hybrid and remote environments. Solid verbal and written communication skills Strong interpersonal and customer relationship skills Able to work in a deadline-driven environment while handling multiple complex projects/tasks simultaneously with a focus on details Capable of working well under pressure while dealing with unexpected problems in a professional manner Strong understanding of QA methodologies, tools, and processes Strong communication and collaboration skills Excellent analytical and problem-solving skills Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $80,000 - $140,000 Maryland Range: $80,000 - $140,000 NYC/Long Island/Westchester Range: $80,000 - $140,000
    $80k-140k yearly Auto-Apply 2d ago
  • Tax Partner- Private Client Services (PCS)

    Eisneramper 4.8company rating

    Remote job

    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking Tax Partners for our Private Client Services (PCS) team. In this role you will be involved both in new business opportunities as well as servicing existing long standing clients in a compliance/consulting role. You will also be involved in thought leadership opportunities, technology initiatives, as well as developing and mentoring staff. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top “Places to Work” awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts What Work You Will be Responsible For: Perform partner level compliance review and tax return signoff Handle client consultations on planning opportunities and changes in tax law Working on proposals and assisting in developing new business Meeting prospective clients and developing relationships with new and existing clients Expanding services to existing clients Supervising engagements and special projects undertaken by the firm Overseeing all aspects of the client engagement Supervising, training and evaluating advanced level staff Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax function Maintaining exceptional technical knowledge of new tax issues and general business trends that affect the client Basic Qualifications: Bachelor's degree in accounting, law or equivalent field CPA or JD required 12+ years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals 5+ years of supervisory experience, mentoring and counseling associates Experience acquiring new clients and growing a book of business We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law. About our Tax Team As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way. A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs. Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients. About EisnerAmper EisnerAmper is one of the largest accounting, tax and business advisory firms in the U.S., with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients. Should you need any accommodations to complete this application please email: ********************************* For NYC, the expected salary range for this position is between $250,980.00 and $450,000.00. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. #LI-JB1 Preferred Location:New York
    $111k-150k yearly est. Auto-Apply 30d ago
  • Administrative Professional - Financial Reporting & Insights

    BDO Global 4.8company rating

    Brandon, FL job

    Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth. Your Opportunity Our Brandon office is looking for contract Administrative Professional to join the Financial Reporting & Insights team from February 2026 to May 2026 and own the following responsibilities: * Intake of client records for personal tax * Vetting physical and/or electronic packages received to do initial check for forms required to be signed for preparation of returns * Scan and/or save forms and electronic client records * Download information from Canada Revenue Agency * Manage electronic workflow of tasks after intake complete * Meeting with clients for signing as needed * E-filing client personal tax returns and other documents as needed as well as managing electronic task deliverables after e-filing is complete * Assist with printing personal tax return packages as needed * Assist with sending forms via Docusign for signature as needed How do we define success for your role? * You demonstrate BDO's core values through all aspect of your work: Integrity, Respect and Collaboration * You understand your client's industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high quality work * You identify, recommend, and are focused on effective service delivery to your clients * You share in an inclusive and engaging work environment that develops, retains & attracts talent * You actively participate in the adoption of digital tools and strategies to drive an innovative workplace * You grow your expertise through learning and professional development. Your experience and education * Strong bookkeeping background and income tax knowledge * Previous experience in preparing T1's is essential * H&R Block Tax course or other tax preparation course would be an asset * Actively demonstrate confidentiality, tact and discretion in handling information of a sensitive nature * Strong organization skills and high attention to detail * Strong interpersonal and communication skills * Excellent time management skills and the ability to prioritize work and be flexible when priorities shift Why BDO? Our people-first approach to talent has earned us a spot among Canada's Top 100 Employers for 2025. This recognition is a milestone we're thrilled to add to our collection of awards for both experienced and student talent experiences. Our firm is committed to providing an environment where you can be successful in the following ways: * We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada. * We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development. * We support your achievement of personal goals outside of the office and making an impact on your community. Giving back adds up: Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community. Total rewards that matter: We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide flexible benefits from day one, and a market leading personal time off policy. We are committed to supporting your overall wellness beyond working hours and provide reimbursement for wellness initiatives that fit your lifestyle. Everyone counts: We believe every employee should have the opportunity to participate and succeed. Through leadership by our Diversity, Equity and Inclusion Leader, we are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. If you require accommodation to complete the application process, please contact us. Flexibility: All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place. Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It's about creating work experiences that meet everyone's needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role. Code of Conduct: Our Code of Conduct sets clear standards for how we conduct business. It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, our clients, and the public. With your consent, BDO Canada may use AI technology (Microsoft Copilot) to transcribe during preliminary conversations, solely for the purpose of note-taking and not for other purposes, such as resume review, evaluation or selection of candidates. More information on BDO Canada's Privacy Policy can be found here: Privacy Policy | BDO Canada Ready to make your mark at BDO? Click "Apply now" to send your up-to-date resume to one of our Talent Acquisition Specialists. To explore other opportunities at BDO, check out our careers page.
    $34k-56k yearly est. 3d ago
  • Vice President, BDO Capital Advisors - Investment Banking

    BDO Global 4.8company rating

    Miami, FL job

    The Vice President, BDO Capital Advisors is an integral part of the transaction and business development team. This role oversees the preparation of financial analyses, conducts due diligence, develops marketing materials, and participates in the execution of a wide variety of transactions. This position also plays an integral role in managing client interactions as well as leading marketing efforts. Additionally, the Vice President, BDO Capital Advisors is actively involved in the recruiting and training of junior professionals. Ideal candidates for this position are dynamic, highly motivated individuals with a strong work-ethic and demonstrate a commitment to the growth of the firm as a leader in the middle market. Job Duties: * Manages and reviews work product of junior investment banking professionals * Supports Managing Directors in all aspects of firm marketing, business development, and deal execution * Oversees the preparation, analysis, and explanation of historical and projected financial information * Oversees business due diligence * Oversees the preparation of confidential information memoranda, management presentations, marketing materials, pitch books, and other presentations as needed * Oversees the creation of quantitative analyses, financial models, company valuation analyses, etc. * Performs extensive and in-depth industry research to support client and marketing engagements * Builds relationships and maintains direct contact with clients, prospective clients, and professional advisors * Develops and implements a personal business development program to position the role for long-term success * Other duties as required Supervisory Responsibilities: * Supervises and leads a small team of Associates/Analysts * May act as a Career Advisor to Associates and Senior Associates, as assigned Qualifications, Knowledge, Skills, and Abilities: Education: * Bachelor's degree in business, finance, or accounting, required * MBA, preferred Experience: * Seven (7) or more years of professional work experience with a minimum of 4 years of direct transaction experience preferably within Investment Banking or other financial vertical, required License/Certifications: * FINRA Series 7 or 79 and 63, or in active pursuance of licensure, required Software: * Proficient in the use of Microsoft Office Suite, required * Research tools such as CapitalIQ, preferred Language: * N/A Other Knowledge, Skills, & Abilities: * Superior organizational and time management skills and the ability to efficiently manage multiple projects in a fast-paced work environment * Excellent written and verbal communication, listening, problem solving, interpersonal, and relationship-building skills * Strong financial modeling, research, and financial analysis skills * Ability to conduct thorough, independent quantitative and qualitative research * Ability to travel as needed Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $150,000 - $225,000 Maryland Range: $150,000 - $225,000 NYC/Long Island/Westchester Range: $150,000 - $225,000
    $150k-225k yearly 60d+ ago
  • Experienced Associate, Business Incentives Group

    BDO Global 4.8company rating

    Jacksonville, FL job

    Our Specialized Tax Services ("STS") Business Incentives Group ("BIG") business has doubled in the last three years and tripled in the last six. STS BIG Experienced Associates have been key to our success, and they are central to our plans to continue as one of BDO's premiere national consulting practices. As a Tax Experienced Associate, Business Incentives Group, you will help achieve BDO's core purpose-helping people thrive every day-by helping companies and individuals identify and claim government incentives designed to promote innovation and economic and job growth in the U.S. Like the BIG Tax Credit. Our clients are leaders in innovation in virtually every industry, from technology, manufacturing, life sciences, and healthcare to retail, consumer products, and natural resources. As a Tax Experienced Associate, you will have the opportunity and charge to innovate as well, collaborating with BDOers in all of our business lines as well as with our clients' innovation leaders, in tax, accounting, and finance, and also in their BIG, engineering, software, manufacturing, scientific, medical, and other BIG-related departments. STS BIG's short-term mission is to help our clients as efficiently and effectively as possible identify, document, and support on examination by tax authorities all of the BIG-related incentives to which they are legally entitled. Our longer-term goal is to develop an understanding of them as people and of all aspects of their business so that we are well positioned as their trusted advisors, as professionals who understand both their business operations and business drivers as well as how BDO can help them realize their goals. In pursuing this mission, we are also seeking to help our Tax Experienced Associates, Business Incentives Group become trusted advisors, ensuring they have a clear sense of the importance and responsibilities of such a role, as well as the training and opportunities to fill it. Toward that end, Tax Experienced Associates pursue opportunities to enable them to gain and improve their skills in every aspect of professional service, including technical, interpersonal, oral and written communication, project management, practice management, and business development. Job Duties: * Proactively assists in the execution of multiple client engagements * Collaborates with other STS BIGers in all aspects of our business, e.g., innovating; developing and implementing better strategies and processes for our services, marketing, etc. * Establishes effective working relationships directly with STS BIGers and our clients, internal-other BDOers-and external * Contributes to the development of personal and to STS BIG's technical acumen and market prominence * Keeps up to date with local and national business and economic issues * Actively participates in business development activities to further develop your own professional network, with BDOers and others, and identifies and researches opportunities for new and existing clients * Contributes to, supports, and enhances the culture of STS BIG, our local offices, and BDO as a globally leading professional services firm * Other duties as required Supervisory Responsibilities: * N/A Qualifications, Knowledge, Skills, and Abilities: Education: * Bachelor's degree, required; with a focus in Accounting, Tax, or Finance, preferred Experience: * One (1) or more years of prior related experience, required License/Certifications: * N/A Software: * Proficiency in the use of Microsoft Office Suite, specifically Microsoft Word and advanced level skillset in Microsoft Excel, preferred Language: * N/A Other Knowledge, Skills & Abilities: * Excellent verbal and written communication skills * Ability to interact effectively with people at all organizational levels of the firm * Ability to work independently within a team environment and with a customer service focus * Superior organizational skills and project management skills required with ability to multi-task in a fast- paced, deadline-driven environment * Strong initiative and drive to lead while seeking opportunities to enhance and grow the BIG practice Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $63,000 - $115,500 Maryland Range: $63,000 - $115,500 NYC/Long Island/Westchester Range: $63,000 - $115,500 Washington DC Range: $63,000 - $115,500
    $63k-115.5k yearly 60d+ ago
  • Assurance Intern - Winter 2027 (Jacksonville)

    BDO USA 4.8company rating

    Jacksonville, FL job

    BDO is a place for energetic self-starters who can think and act like entrepreneurs. As an Intern in our Assurance practice, you will begin to utilize your educational background as well as your organizational skills as you serve the firm's dynamic client base. You will assist in problem solving and fact-finding, working side-by-side with more experienced team members who can provide you with direction, coaching and learning opportunities. This opportunity will allow you to gain a unique hands-on perspective on our firm's practices and people, as well as beginning to forge the critical relationships that will help maximize your chance for success in your career. Job Duties: Typical responsibilities will include: Participates in a structured on-the-job training program and become familiar with Generally Accepted Accounting Principles and Generally Accepted Auditing Standards Becomes familiar with BDO specific audit methodology to assist with various stages of the audit process Provides various support functions to the audit staff during engagement Communicates with the clients' customers, creditors, banks and related parties concerning audit issues Prepares and documents work in working papers utilizing BDO specific tools and templates Contributes ideas/opinions to the audit teams and listen/respond to other team members' views Completes one assigned accounting or audit related research project and able to present findings to a panel of Assurance professionals Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: Enrolled in a Bachelors or Masters program in Accounting, required Pursuing a masters degree in Accounting, preferred Experience: Leadership experience, preferred License/Certifications: Actively pursuing school credits to become a CPA Software: Proficient in Microsoft Office Suite, specifically Word, Excel and PowerPoint, required Other Preferred Knowledge, Skills & Abilities: Strong written and verbal communication skills Ability to follow instructions as directed Ability to work effectively in a team setting Positive attitude and willingness to learn Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $40.00/hr - $45.00/hr Colorado Range: $34.00/hr - $38.00/hr Illinois Range: $36.00/hr - $40.00/hr Maryland Range: $34.00/hr - $38.00/hr Massachusetts Range: $36.00/hr - $40.00/hr Minnesota Range: $32.00/hr - $36.00/hr New Jersey Range: $34.00/hr - $42.00/hr NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr Washington Range: $35.00/hr - $40.00/hr Washington DC Range: $34.00/hr - $38.00/hr
    $32-45 hourly Auto-Apply 60d+ ago
  • Remote Audit Senior Manager (Digital Assets/Crypto/Exchange/Treasury/Blockchain)

    BDO Global 4.8company rating

    Remote job

    The Assurance Senior Manager is responsible for developing suggestions to improve client internal controls and accounting procedures as well as advising the client on various economic and regulatory risks in a specific industry field of expertise by identifying financial and non-financial performance measures, formulating and communicating the audit plan, answering complex questions involving GAAP and GAAS and composing technical consultation memos on engagements related to GAAP / GAAS issues. In this role, the Assurance Senior Manager is charged with marketing, networking, and business development within an area of expertise while maintaining key client relationships and acting as the primary contact for clients regarding complex questions and information. Additionally, the Assurance Senior Manager is a critical part of the offices / region's Assurance leadership team and will be involved in the direct supervision, problem resolution and delegation stages of the overall audit. Job Duties: Control Environment: * Applies advanced knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures * Applies an advanced understanding of objectives and components of the overall control environment and organization, and supervisory controls * Validates and assesses effectiveness of internal control over financial reporting * Identifies and communicates to management and audit committee suggestions to improve client internal controls and accounting procedures * Identify and delegates functions of the audit to the auditor in charge as deemed appropriate * Supervise the work of audit team and review workpapers and conclusions preferably onsite during audit field work * Provide on-the-job-training to the engagement staff during audit field work GAAP: * Applies advanced knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles * Identifies and consults with clients on the impact of new accounting pronouncements * Presents and discusses alternative application of generally accepted accounting principles and arguments for/against such alternatives * Drafts complex financial statements and related footnote disclosures and effectively communicates these to client * Identifies complex accounting issues and forms and documents resolution, seeking counsel of BDO technical experts as needed SEC and PCAOB: * Applies advanced knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles * Reviews SEC filings, including MD&A, financial statements and disclosures for appropriateness in form, content, completeness, and accuracy, and ensures that quarterly reviews are properly performed * Reviews required communications to the client and Audit Committee, ensuring their completeness, accuracy and compliance with Firm and professional guidelines * Reviews Section 404 internal control audit work to ensure their completeness and compliance with Firm and professional guidelines * Ensures compliance with engagement independence requirements and consults internally as needed GAAS: * Applies advanced knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement * Applies advanced knowledge of professional standards/practices, including GAAS and PCAOB in performing and supervising work * Provides guidance to others and affirms conclusions made by others * Communicates matters required to be reported to the Audit Committee/Board and those charged with governance * Applies the use of efficiency tools such as statistical sampling, CAATS, etc. Methodology: * Applies advanced knowledge and application of BDO standards, policies and technology that guide effective and efficient delivery of quality services and products * Conducts detailed review to assure audit is completed in accordance with assurance manual standards * Prepares or reviews required communications to management and audit committees, ensuring timeliness and completeness * Recommends appropriate outcomes to critical issues * Initiates and prepares client acceptance/retention procedures where appropriate * Plans the audit process and oversees the execution of procedures with quality, efficiency, and completeness despite pressures of deadlines * Executes proper BDO methodology including but not limited to proper archiving procedures * Considers Sarbanes-Oxley rules in understanding and executing service plans for combined 404 and financial statement audits for public clients Research: * Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on that information * Defines methodology to conduct research projects and completes in a timely manner * Applies advanced knowledge of all appropriate research tools and draws conclusions based upon appropriate research * Prepares memo supporting research/conclusions and consults with others if appropriate * Presents issues to RTD or concurring reviewer effectively and accurately * Other duties as required Supervisory Responsibilities: * Sets the tone for teamwork by supporting others in their work and delivering on commitments made to the team members and clients * Supervision of managers, associates, and senior associates on all projects * Review work prepared by managers, associates and senior associates and provide review comments * Act as a Career Advisor to associates and senior associates * Schedule and manage workload of associates and senior associates * Provide verbal and written performance feedback to associates and senior associates * Teach/coach managers, seniors, and associates to provide on the job learning Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree, required; major in Accounting, Finance, Economics or Statistics, preferred * Master's degree in Accountancy, preferred Experience: * Seven (7) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required * Prior significant supervisory experience, required * Industry expertise in one or more assurance specialty, preferred License/Certifications: * Active licensed US CPA, recognized active International Equivalent or unique qualification as defined by BDO's Assurance Licensing Policy, required * If active international equivalent or unique qualifications, required to obtain an active US CPA license within approved timeframe as defined by firm licensing requirement guidelines Software: * Proficient with the Microsoft Office Suite, preferred * Experience with assurance applications and research tools, preferred Language: * N/A Other Knowledge, Skills & Abilities: * Ability to demonstrate strong leadership skills and be a role model to managers and staff * Advanced GAAP and GAAS knowledge * Sound working knowledge of SEC and PCAOB rules * Possess proven excellent verbal and written communication skills * Possess excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting * Possess executive presence - need to be able to be primary contact for the client, prepare and present presentations to clients and potential clients * Possess excellent client development/relationship-building skills * Possess excellent decision-making skills * Ability to substantially take charge of entire simple engagement * Ability to resolve complex accounting issues * Ability to be responsible for business development and marketing * Has knowledge of and can promote the use of all BDO client service specialties/offerings, including BDO International and the BDO Alliance * Ability to be responsible for engagement profitability, including billings and collections, and maintaining engagement team focus on productivity and efficiency Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $150,000 - $205,000 Cleveland, Ohio Range: $120,000 - $165,000 Colorado Range: $120,000 - $170,000 Illinois Range: $125,000 - $190,000 Maryland Range: $150,000 - $190,000 Massachusetts Range: $130,000 - $150,000 Minnesota Range: $120,000 - $145,000 New Jersey Range: $130,000 - $190,000 NYC/Long Island/Westchester Range: $145,000 - $190,000 Washington Range: $125,000 - $155,000 Washington DC Range: $160,000 - $190,000
    $160k-190k yearly 60d+ ago
  • Tax Experienced Senior, Transfer Pricing

    BDO USA 4.8company rating

    Miami, FL job

    The Tax Experienced Senior, Transfer Pricing is responsible for utilizing research skills and working with tax software applications to prepare simple tax returns. In this role, the Tax Experienced Senior, Transfer Pricing will be charged with gathering client information for appropriate tax filings and preparing tax accrual work papers, participating in the tax planning process and recognizing and communicating potential risks. Job Duties Transfer Pricing Studies: Conducts transfer pricing studies involving the planning, documentation, audit defense and compliance stages Scopes, designs, and conducts the financial analysis related to intercompany transactions to include, but is not limited to an evaluation of industry and client financial data to collectively benchmark or document appropriate intercompany pricing policies Completes supplemental financial analysis involving the evaluation of market penetration scenarios, calculationof the value of intangible property, and the analysis of financial transactions (e.g., loan analysis, guarantees, insurance transactions) Plans, schedules and executes transfer pricing analyses working under the direction of STS Senior Director or STS Manager Manages deadlines and data due dates for assigned projects Utilizes standard databases to gather company information (e.g., Compustat, Amadeus, kt MINE, Edgar, 10-K Wizard, Bloomberg, Lexis-Nexis, etc.) Prepares project reports to document the compliance of the client's intercompany prices with foreign and domestic tax regulations and presents consulting advice summarizing the approach, research, quantitative analysis, and the results of the final analysis Participates in scoping calls related to proposals and prepares draft proposals and engagement letters at the direction of STS Senior Director or STS Manager Prepares presentations for current clients that convey the results of analyses and recommendations going-forward or providing a review of the service capabilities of the practice for potential clients Participates in client interviews to gather information to understand the factors affecting intercompany transactions within a group of related companies, including but not limited to the following examples Corporate structure Division of functional responsibilities among affiliated companies within the corporate group Distribution of risks among affiliated companies within the corporate group Value drivers for profitability Industry overview and competitive pressure Historical context of current circumstances Industry information Manages and reviews benchmarking work completed by STS Transfer Pricing Associates Tax Controversy: Applies understanding of the audit, competent authority and APA process including statutory deadlines and requirements Prepares IDR responses on behalf of clients and works with clients to prepare appropriate arguments at audit, as necessary Tax Provision and FIN 48: Applies transfer pricing in the context of tax provisions and ASC 740-10 Utilizes experience to draft memos for transfer pricing ASC 740-10 analysis Collaboration with Core Tax and STS Groups: Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation Maintains high level of visibility in local offices and region (e.g. networking with core tax and assurance managers and above) Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload of STS Transfer Pricing Associates and Interns on assigned engagements and reviews work product Ensures STS Transfer Pricing Associates and Interns are trained on all relevant tax software Provides clarification and guidance on complex concepts and tasks to colleagues and clients, as appropriate Delivers periodic performance feedback and completes performance evaluations for STS Transfer Pricing Associates and Interns Acts as mentor to STS Transfer Pricing Associates and Interns, as appropriate Monitors budgets and billings to manage project profitability Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Economics, Finance or other relevant field, required Advanced degree, preferred Experience: More than three (3) years of work experience, required Experience working within a transfer pricing practice, required Prior supervisory experience, required Experience with review of tax provisions from a transfer pricing perspective, preferred Software: Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word Prior exposure to S&P Compustat, Moody's RiskCalc, 10-K Wizard, kt MINE, and other financial databases products, preferred Language: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Strong analytical and basic research skills Solid organizational skills especially ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Capable of working in a deadline-driven environment and handle multiple projects simultaneously Capacity to build and maintain strong relationships with client personnel Ability to successfully interact with professionals at all levels Intermediate understanding of the technical and practical issues and opportunities regarding one or more areas of taxation Intermediate knowledge and understanding of general calculations and cause / effect for taxable conditions on clients and the potential tax issues Experience working on different types of analysis across a number of industries Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $74,550 - $147,000 Maryland Range: $74,550 - $147,000 NYC/Long Island/Westchester Range: $74,550 - $147,000 Washington DC Range: $74,550 - $147,000
    $74.6k-147k yearly Auto-Apply 60d+ ago
  • BDO Capital Advisors - Investment Banking Senior Associate

    BDO Global 4.8company rating

    Miami, FL job

    The BDO Capital Advisors Experienced Senior Associate is responsible for utilizing previously obtained educational background, along with established organizational and project management skills to successfully service clients of BDO Capital Advisors. In this role, the BDO Capital Advisors Experienced Senior Associate will work within a team environment to actively manage and assist in the analysis and resolution of client matters while taking direction and receiving guidance from senior management members. The Experienced Senior Associate will be involved in all stages of client management, including identification of prospective client opportunities, completion of industry and client research and assisting in the development of client presentations and appropriate documentation. Job Duties: * Supports the execution and the origination of M&A transactions including private sell-sides, buy-sides, etc. * Oversees the building and maintenance of complex financial/valuation models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses * Develops client relationships through deal execution and pitching, as appropriate * Analyzes companies and industries and works directly with client management teams * Prepares pitch books, sells memoranda and management presentations * Develops client relationships through deal execution and pitching as well as communicates and interacts with internal coverage partners and product areas * Manages several projects at once and works effectively as an individual and as a leader of a team, including managing associates and analysts * Participates in the recruitment, development, and training of junior bankers (analysts, associates, summer analysts/associates, incoming classes) Supervisory Responsibilities: * Supervises and leads small teams of Associates and Analysts to complete necessary work products as related to individual sell side transactions Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree in Accounting, Business Administration, Economics, Finance, or Statistics, required * MBA, preferred Experience: * Three (3) or more years of experience at a bulge bracket, reputable boutique, regional investment bank, or similar corporate finance vertical, required, * Experience in middle market M&A sell side investment banking, preferred License/Certifications: * FINRA Series 7/79 and 63 (if not currently held, will be required shortly after hire), required Software: * Proficient in the use of Microsoft Office Suite and research tools such as CapitalIQ, FactSet, Bloomberg, Intralinks, preferred Language: * N/A Other Knowledge, Skills & Abilities: * Excellent verbal and written communication skills * Superior analytical and research skills * Solid organizational skills especially ability to meet project deadlines with a focus on details * Ability to successfully multi-task while working independently or within a group environment * Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously * Ability to successfully interact with professionals at all levels Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $130,000 - $150,000 Maryland Range: $130,000 - $150,000 NYC/Long Island/Westchester Range: $130,000 - $150,000
    $130k-150k yearly 46d ago
  • Tax Managing Director, Core Tax Services

    BDO USA 4.8company rating

    West Palm Beach, FL job

    The Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Tax Managing Director is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the Tax Managing Director will be critical member of the office / region leadership team and thus will be involved in the direct supervision as either a final or secondary reviewer under the partner. Finally, the Tax Managing Director actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions. Job Duties: Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”). Manages engagements to achieve engagement management metrics Practices hands-on client service delivery Responsible for overall client service by encouraging team's adherence to TQM policies (including engagement letters, documentation, etc.) Research Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis. Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process Technical reviewers of WTAs in an area of expertise, as applicable to role ASC 740 (FAS 109 and FIN 48) Tax Accruals Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48. Applies technical expertise regarding income tax provisions in the area of international tax, valuation allowance credits, business combinations, and stock based compensation issues Reviews and applies income tax provision efficiently Tax Consulting Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes. Applies expert knowledge of the process of combining tax knowledge and knowledge of business/industry to recommend solutions and maximize results in the Firm Applies general knowledge of multiple tax specialties (i.e. International, SALT, Estate Planning) for issue identification and resolution Tax Specialization Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits. Has expert knowledge of application of standards Recognized as industry expert in specialized field of taxation Use expertise to advise clients on tax implications and recommend alternative courses of action and identify different methods of compliance Strategy Development Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits. Depending on specific role, may be required to present complex strategies to clients and prospective clients Other duties as required Supervisory Responsibilities: Ability to supervise associates, senior associates and managers, as the situation dictates Reviews work prepared by associates and senior associates and provide review comments Acts as a Career Advisor to associates, senior associates and managers Schedules and manages workload of associates, senior associates and managers Provides verbal and written performance feedback to associates, senior associates and managers Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree required; major in Accounting, Finance, Economics or Statistics preferred Masters in Accountancy or Taxation preferred Experience: Ten (10) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience required Industry expertise in one or more tax specialty preferred Prior supervisory experience required License/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations) required Possession of other professional degrees or certifications applicable to role preferred Software: Proficient with the Microsoft Office Suite preferred Experience with tax research databases and tax compliance process software preferred Language: N/A Other Knowledge, Skills & Abilities: Superior verbal and written communication skills Ability to effectively delegate work as needed Strong analytical, research and critical thinking skills as well as decision-making skills Capacity to work well in a team environment Capable of developing and managing a team of tax professionals Ability to compose written tax advice Capable of effectively developing and maintaining client relationships Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $190,000 - $335,000 Colorado Range: $185,000 - $225,000 Illinois Range: $175,000 - $250,000 Maryland Range: $185,000 - $260,000 Massachusetts Range: $215,000 - $300,000 Minnesota Range: $170,000 - $250,000 New Jersey Range: $190,000 - $350,000 NYC/Long Island/Westchester Range: $230,000 - $350,000 Washington Range: $196,400 - $249,400 Washington DC Range: $190,000 - $300,000
    $94k-121k yearly est. Auto-Apply 2d ago
  • Senior Associate- Transaction Advisory Services (TAS)

    Eisneramper 4.8company rating

    Palm Beach, FL job

    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. The Transaction Advisory Services practice is seeking Senior Associates to join a collaborative, growing transactions team. You will work as an individual contributor as well as part of a team to facilitate and support client buy-side and sell-side Financial Due Diligence and Quality of Earnings (QoE) engagements. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top “Places to Work” awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Key Responsibilities: Compile, analyze and prepare financial models and DataBooks with financial and operational information sourced from multiple comprehensive and complex data sources Perform financial analysis and data analytics on comprehensive financial and accounting data sets that serve as the foundation for transaction deliverables to clients Assist with buy-side and sell-side financial due diligence and financial analysis helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the target /client against industry benchmarks, and aid in the evaluation of the potential transaction in the context of their clients' investment / divestiture strategy. Analyze detailed financial, business and operational information including income statement, balance sheet, cash flow and key operational and performance metrics and data. Convert the data into meaningful information that is used to drive discussions and analysis with target /client management and drive observations and conclusions. Assess the quality of the target's reported revenues, margins, earnings, net assets, net working capital and cash flows. Assist in the preparation of deal-oriented financial models, databooks, and key findings reports and presentations for clients that highlight the key financial, commercial and business findings. Assist the team in further articulating how such findings should be incorporated into the client's valuation and sale, purchase agreement and provide other negotiating points Participate in and lead certain meetings and conference calls with client and target company management and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters. Work closely with clients, investment banks, PE investors, attorneys and other key stakeholders. Participate in client meetings to gather data and valuable information to perform financial analysis work Participate in building and maintaining client relationships and other business development opportunities. May be required to occasionally work extended hours or travel/to work from different firm offices and/or client locations Basic Qualifications: Bachelor's or Masters degree in Accounting and/or Business CPA is preferred or CPA eligible 3+ years of experience in audit and or financial due diligence at a major accounting firm Preferred/Desired Qualifications: 1+ years of experience of financial due diligence Strong technical knowledge of US GAAP (revenue recognition, inventory, accrual-based accounting) High proficiency in Excel and PowerPoint Knowledge in Power BI and/or similar financial modeling analytical tools Excellent interpersonal and team building skills Proficient written and oral communication skills Strong project management skills and ability to multi-task on several simultaneous transactions Strong organizational skills Flexibility to work as both a team member and as an individual contributor Ability to thrive and be effective in fast-paced settings NOTE: This is a hybrid role where you will be required to work from our local office 2 or more days a week. About our Transaction Advisory Services Team: The TAS Practice assists financial and strategic investors and lenders in connection with evaluating complex acquisition and divestiture transactions. Our professionals have decades of experience advising clients in every aspect of the transaction, from pre-LOI stage through closing. We are looking for professionals in selected geographic and functional markets to add to the continued growth and expansion of our TAS practice. Our “startup mentality,” backed by the institutional knowledge and established reputation of the firm, enables us to be flexible and always evaluate what can take our team and clients to the next level. Whether it's a new internal process, digital platform, or service offering, we believe that innovative ideas come from all levels and every employee should have the opportunity to make an impact on the business, our clients, and their careers. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions, PE firms, start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. Should you need any accommodations to complete this application please email: ********************************* #LI-LH1 #LI-Hybrid Preferred Location:New York For NYC and California, the expected salary range for this position is between 80000 and 115000 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
    $61k-72k yearly est. Auto-Apply 31d ago
  • Tax Senior Manager, ASC740

    BDO USA 4.8company rating

    Miami, FL job

    The Core Tax Services (“CTS”) Senior Manager - ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. In this role, the Core Tax Services Senior Manager is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy. In addition, the Core Tax Services Senior Manager will be involved in the marketing, networking and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients. Job Duties: Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”) Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate Communicates with client and Assurance any issues identified in tax accrual reviews Plans and reviews the tax process and the procedures to be performed to include: Budgeting and staffing Monitoring engagement process and actual time incurred vs. budget with assistance of Senior Timely billing including management of identified out-of-scope activity and communication to client Timely collection of A/R Manages client relationships/expectations in accordance with the project Provides advice to clients in a timely manner Research Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis Identifies complex issues to be researched by engagement team and provides research methodology for efficient research processes Trains managers/staff on research skills and helps to appropriately frame ASC 740 tax issues for analysis Involves firm specialists, as appropriate ASC 740 (fka FAS 109 and FIN 48) Tax Accruals Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding ASC 740 Applies, correctly and proactively, ASC 740, and Firm policies, standards, and BDO TQM Clearly and concisely explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740 Communicates with Assurance team to timely plan tax accrual reviews, including budget, scope and delivery dates Reviews tax provisions- applies in depth knowledge of ASC 740 Reviews prepared workpapers Utilizes and manages Specialized Tax Services (“STS”), as needed Tax Consulting Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes Considers the applicability of CTS and STS consulting specialties for each client Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client Serves as a technical resource Ensures client service teams comply with Firm policy; regarding Written Tax Advice (“WTA”), Provides effective assistance with exam support Frames projects and issues for effective delegation to seniors and associates Tax Specialization Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists May train and mentor managers/ seniors/associates on ASC 740 Strategy Development Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits Consistently makes suggestions as to how previous work products or approaches can be improved May lead marketing campaigns, if applicable to role Presents complex strategies to clients and prospective clients Collaborates with the Firm's National Tax and Specialized Tax Services to deliver high-quality deliverables and/or analyses on ASC 740 Other duties as required Supervisory Responsibilities: Supervises associates and senior associates on all projects Reviews work prepared by associates and senior associates and provide review comments Trains Associates and Seniors how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages workload of associates and senior associates Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree in Accounting or Taxation, required Masters degree in Accounting or Taxation, preferred Experience: Eight (8) or more years of prior experience, required Experience in managing the process of preparing and auditing ASC740 computations for both privately held and publicly traded clients, required Prior supervisory experience, required Multinational client experience, preferred License/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), required Software: Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers, preferred Language: N/A Other Knowledge, Skills & Abilities: Superior verbal and written communication skills Ability to effectively delegate work as needed Strong analytical, research and critical thinking skills as well as decision-making skills Ability to work well in a team environment Able to develop and manage a team of tax professionals Ability to compose written tax advice Ability to effectively develop and maintain client relationships Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $146,000 - $200,000 Colorado Range: $120,000 - $180,000 Illinois Range: $140,000 - $190,000 Maryland Range: $150,000 - $180,000 Massachusetts Range: $150,000 - $206,000 Minnesota Range: $130,000 - $190,000 New Jersey Range: $155,000 - $200,000 NYC/Long Island/Westchester Range: $190,000 - $225,000 Washington Range: $150,000 - $190,000 Washington DC Range: $162,000 - $190,000
    $65k-87k yearly est. Auto-Apply 25d ago
  • Core Tax Intern - Summer 2027 (Fort Lauderdale)

    BDO Global 4.8company rating

    Fort Lauderdale, FL job

    BDO is a place for energetic self-starters who can think and act like entrepreneurs. The Tax Intern, Core Tax Services will be responsible for utilizing their educational background as well as organizational skills in the service of firm's client base through the preparation of returns and extensions under the supervision of more experienced Core Tax Services professionals. This opportunity will allow you to gain a unique hands-on perspective on our firm's practices and people, as well as beginning to forge the critical relationships that will help maximize your chance for success in your career. Job Duties: * Tax Compliance * Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM") * Effectively uses referencing system and workpapers that ties to the return * Completes tasks and organizes file to minimize rework by reviewer * Ensures data is collected to comply with filing requirements * Takes initiative on impending due dates/engagement letters * Works with tax software applications to complete simple tax returns for review * Performs quarterly estimates and prepares extensions * Assists with responses to notices from the Internal Revenue Service * Assists in the projection of year-end filings * ASC 740-10 (FAS 109 and FIN 48) Tax Accruals * Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48 * Assists with components of income tax provisions * Tax Consulting * Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes * Operates online research tools to gather pertinent tax information * Monitors tax law and client factual developments on a regular basis, daily or weekly but at least bi-weekly * Develops and communicates to client service team personnel, viewpoints regarding how those developments might affect clients * Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: * Enrolled in a Bachelors or Masters program in Accounting or other relevant field required * Pursuing a masters degree in Accounting or other relevant field preferred Experience: * Leadership experience preferred License/Certifications: * Actively pursuing school credits to become a CPA Software: * Proficient in Microsoft Office Suite, specifically Word, Excel and PowerPoint Other Preferred Knowledge, Skills & Abilities: * Strong written and verbal communication skills * Ability to follow instructions as directed * Ability to work effectively in a team setting * Positive attitude and willingness to learn * Seeks advice of appropriate superiors regarding issues related to compliance * Ability to prepare simple tax returns Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $40.00/hr - $45.00/hr Colorado Range: $34.00/hr - $38.00/hr Illinois Range: $36.00/hr - $40.00/hr Maryland Range: $34.00/hr - $38.00/hr Massachusetts Range: $36.00/hr - $40.00/hr Minnesota Range: $32.00/hr - $36.00/hr New Jersey Range: $34.00/hr - $42.00/hr NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr Washington Range: $37.00/hr - $38.00/hr Washington DC Range: $34.00/hr - $38.00/hr
    $32-45 hourly 60d+ ago
  • Tax Managing Director, State and Local Tax - Sales & Use Tax

    BDO Global 4.8company rating

    Miami, FL job

    The Tax Managing Director, SALT - Sales & Use Tax is responsible for advising and providing written tax advice to clients of the sales & use tax implications relating to their business objectives, evaluating alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks, and identifying potential changes in the sales & use tax statutes, policies, and regulations. In this role, the Tax Managing Director, SALT - Sales & Use Tax will be charged with marketing, networking and business development within their area of experience and specialization and maintaining key client relationships. In addition, the Tax Managing Director, SALT - Sales & Use Tax is a critical part of the office's/ region's Tax Services leadership team and will act as a source for guidance on complex tax questions and issues. Job Duties: * Research * Identifies complex sales & use tax situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted * Analyzes researched facts and the sources utilized prior to composing a detailed report or preparing a taxability matrix of the research findings * Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel * Tax Compliance * Conducts detailed reviews of sales & use tax returns with the ability to identify most significant sales & use tax issues * Evaluate company's current compliance processes and provide customized and automated solutions for companies to report their sales & use tax obligations * Tax Consulting * Drafts tax memorandums, tax opinions and other documentation on various sales & use tax issues * Conduct review of client operations to determine states where sales & use tax return should be filed * Review client records to determine if proper resale and exemption certificates are maintained and develop procedures for retaining proper resale and exemption certificates * Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate * Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements * Assists in the development of consultative sales & use tax strategies * Manages the expectations of assigned clients * Tax Controversy * Drafts responses to notices from state taxing authorities * Repreqsents clients before any tax authority on contested sales & use tax issues * Provides assistance with exam support * Tax Related Software * Utilizes sales & use tax research databases and other sales & use tax-related software in the completion of assigned tasks * Tax Specialization * Provides technical client service to multi-state companies with sales & use tax issues * Conducts negotiation of settlements and voluntary disclosure agreements on sales and use tax matters * Drafts technical memoranda regarding sales & use tax issues * ASC 450/FAS 5 * Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to ASC 450/FAS 5 for sales & use tax contingencies * Strategy Development * Reviews studies of sales & use tax implications to identify alternative courses of actions to benefits clients * Develops new or improved ideas to advance the position of clients through reduction in sales & use taxes or expenses or offering of non-tax benefits * Assist with researching potential sales & use tax strategies * Suggests marketing approaches for new client acquisition * Other duties as required Supervisory Responsibilities: * Supervises the day-to-day workload of STS SALT Senior Managers, Managers, Senior Associates, and Associates on assigned engagements and reviews work product * Ensures STS SALT Senior Managers, Managers, Senior Associates, Associates and Interns are trained on all relevant tax software * Evaluates the performance of STS SALT Managers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development * Delivers periodic performance feedback and completes performance evaluations for STS SALT Senior Managers, Managers, Senior Associates, Associates and Interns * Acts as Career Advisor to STS SALT Senior Managers, Managers, Senior Associates, and Associates, as appropriate * Other duties as required Qualifications, Knowledge, Skills and Abilities Education: * Bachelors degree in Accounting or other relevant field required * Masters degree in Accounting/Taxation or J.D. preferred Experience: * Ten + years of prior experience in state and local/multistate experience required * Prior experience supervising tax professionals on a project or engagement basis required * Prior experience preparing and/or reviewing tax provisions preferred * Significant business development and marketing of sales and use tax engagements experience required License/Certifications: * CPA certification or other relevant certification preferred Software: * Proficient in the use of Microsoft Office Suite, specifically Excel and Word preferred * Exposure to and familiarity with standard tax applications and research tools preferred Other Knowledge, Skills & Abilities: * Excellent oral and written communication skills * Superior analytical and research skills * Solid organizational skills especially ability to meet project deadlines with a focus on details * Ability to successfully multi-task while working independently or within a group environment * Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously * Capable of effective managing a team of tax professionals and delegating work assignments as needed * Capacity to build and maintain strong relationships with internal and client personnel * Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel * Executive presence and ability to act as primary contact on assigned engagements * Ability to successfully interact with professionals at all levels * Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of sales & use tax services * Advanced knowledge of sources of relevant information utilized in sales & use tax filings * Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential sales & use tax issues Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $157,500 - $420,000 Maryland Range: $157,500 - $420,000 NYC/Long Island/Westchester Range: $157,500 - $420,000 Washington DC Range: $157,500 - $420,000
    $75k-109k yearly est. 60d+ ago
  • Manager/Controller - Outsourced Accounting Services (Healthcare)

    Eisneramper 4.8company rating

    Remote or Minneapolis, MN job

    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are looking to hire an Accounting Manager with Healthcare Industry experience to join our Outsourced Accounting & CFO practice, in a fully remote role. As an Accounting Manager, you will help our clients transform their business with a collaborative approach that allows them to seamlessly mitigate risk, overcome challenges, meet deadlines, and identify personnel to help them with their workforce needs. Please note that this is a fully-remote position, but you must be available to work Eastern and/or Central time zones. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top “Places to Work” awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What work you will be responsible for: Assist in the financial planning, budgeting, procurements, or investment activities for all or part of an organization. Prepare financial information or direct preparation of financial information by staff. Prepare financial statements, business activity reports, financial position forecasts, budgets, or reports required by regulatory agencies. Monitor ratio and key performance indicators (KPI). Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing actions. Lead projects for audit, due diligence, system selection, and other consulting projects. Become an industry professional and attend industry-leading events and trainings. Maintain knowledge of the client's organizational policies and procedures, federal and state policies and directives, and current accounting standards. Assist in business development process including meetings with prospective clients Assist in hiring and training of departmental staff Basic qualifications: BA/BS degree in accounting or related field required 4+ of relevant accounting, audit and/or financial statements experience Accounting back-office experience 1+ years of prior supervisory experience Preferred/Desired qualifications: Relevant experience in the Healthcare Industry (provider networks) is highly preferred Public accounting experience is preferred CPA certification or exams passed is preferred Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems. QuickBooks or Intacct experience is preferred. Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc.). Strong organization skills/goal orientation/self-motivation. Ability to handle multiple client files and deadlines at one time. Ability to handle pressure in a positive professional manner. Excellent interpersonal skills. Communication that is clear, concise, and considerate of the needs of others. Ability to work cooperatively with others and value the different contributions people make. Proven success in managing work and key client relationships to exceed client expectations. Ability to perform in challenging situations in a positive professional manner. EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. For Minnesota, Colorado and Illinois, the expected salary range for this position is between $89,637 and $119,456. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. About our Outsourced Services Team: The EisnerAmper Outsourcing group brings our team's specialized knowledge of accounting directly into the offices of a wide range of partners. When we work with a client, we become part of their business, and we don't take that lightly. Armed with cutting-edge industry technology and outsourcing practices, we're given the tools to both provide best-in-class service and constantly grow as professionals. Through our team-based culture of creativity and collaboration across all levels, we hold each other accountable to always look for new innovative ways to grow as a group, better serve our clients, and advance in our careers. Because we are a rapidly growing group, EisnerAmper Outsourcing employees have the opportunity to make a lasting impact on the business and its direction. Everyone has a voice to bring new ideas to the table, which are backed by the confidence, expertise, and global reach of the larger firm. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 5,000 employees including 450+ partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: ********************************* Preferred Location:Minneapolis For NYC and California, the expected salary range for this position is between 85000 and 150000 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
    $89.6k-119.5k yearly Auto-Apply 2d ago
  • IT SOX Internal Audit Manager

    Eisneramper 4.8company rating

    West Palm Beach, FL job

    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a IT SOX Internal Audit Manager to join our Risk & Compliance Services practice. The role will focus on IT SOX Audit, IT Internal Audit, IT General Controls, Automated Controls, Key Reports, Root Causes Analysis, Impact Analysis, and Remediation. The role will compare, complete and ensure the accuracy and compliance of client engagements to meet the Firm's strategic goals and initiatives. The Cyber Risk Services team drives value by delivering a range of IT-oriented risk advisory solutions rooted in risk management standards and technical expertise. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. What it Means to Work for EisnerAmper: * You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry * You will have the flexibility to manage your days in support of our commitment to work/life balance * You will join a culture that has received multiple top "Places to Work" awards * We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions * We understand that embracing our differences is what unites us as a team and strengthens our foundation * Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: * Oversee IT SOX internal audit and risk management engagements within the Risk and Compliance Services practice. * Lead other types of consulting engagements such as IT SOX Internal Audit Co-Sourcing/Outsourcing, IT SOX Management Assist, IT Risk Assessments, IT Segregation of Duties Reviews, ITGC Reviews, HITRUST and Special Projects as necessary * Prepare scoping and risk assessments or Internal Audit universe using a risk base methodology * Mange multiple IT SOX 404 engagements including conducting walkthroughs, designing and leading internal control testing with periodic status updates to client's management * Supervise, train, and mentor staff and seniors by providing ongoing real-time developmental feedback, both written and verbal, to support continuous growth and performance improvement. * Review workpapers from both big picture and detail perspectives, and work product requires little to no updates from senior colleagues after submission * Demonstrate strong multitasking, teamwork, and accountability while collaborating with engagement team members, leveraging current technology and tools to enhance the quality and efficiency of deliverables and services. * Maintain overall responsibility for the profitability of engagements within their client portfolio, track budget to actual results * Maintain client relationships and tailor the engagement to meet the client's needs and expectations, while also working on internal initiatives. Own beyond the lifecycle of current project. * May be required to occasionally work extended hours or travel/to work from different firm offices and/or client locations Basic Qualifications: * Bachelor's degree in relevant discipline (e.g., Accounting, Finance, Computer Science, MIS, Statistics, Data Analytics, Auditing, or IT Related Field) required * 6+ years of experience in the fields of internal audit, assurance, consulting, advisory services, or a related field, either in professional services or industry * Professional Certification such as CIA, CISA, CISM, CISSP, CIPM, CIPP, CFE, CCSFP or CPA required Preferred/Desired Qualifications: * 6+ years of public accounting IT SOX external audit experience with working in internal audit, assurance, consulting, advisory services, or a related field. EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law About our Risk & Compliance Team: Specializing in services such as risk advisory and technology risk, RCS employees aren't just passionate about technology, but we see it as our driving force for innovation and forward thinking. We're committed to serving as advocates to our clients, enabling them to navigate, transform, secure, and maintain processes and controls they need to reach their unique goals. Whether it's complying with a new regulatory requirement or automating controls within a process, providing peace of mind for those "what's next" moments is our mantra and unique promise to clients. Risk & Compliance Services employees are encouraged to think like an owner when supporting clients. Through this entrepreneurial and business-first mindset, we're pushed to take a step outside of our comfort zones and deliver solutions that both create a lasting business impact for our clients and allow us to grow as professionals. Our core values of trust, integrity and accountability allow us to act as strategic innovators. Because when we build trust with each other, we can bring new ideas to the table and execute them without fear of failure. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: ********************************* #LI-LH1 #LI-Hybrid #LI-Remote Preferred Location: Philadelphia For NYC and California, the expected salary range for this position is between 85000 and 150000 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
    $72k-87k yearly est. Auto-Apply 34d ago
  • Tax Partner- Private Client Services (PCS)

    Eisneramper 4.8company rating

    West Palm Beach, FL job

    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) team in West Palm Beach. In this role you will be involved both in new business opportunities as well as servicing existing long standing clients in a compliance/consulting role. You will also be involved in thought leadership opportunities, technology initiatives, as well as developing and mentoring staff. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top “Places to Work” awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Perform partner level compliance review and tax return signoff Handle client consultations on planning opportunities and changes in tax law Working on proposals and assisting in developing new business Meeting prospective clients and developing relationships with new and existing clients Expanding services to existing clients Supervising engagements and special projects undertaken by the firm Overseeing all aspects of the client engagement Supervising, training and evaluating advanced level staff Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax function Maintaining exceptional technical knowledge of new tax issues and general business trends that affect the client Basic Qualifications: Bachelor's degree in Accounting or equivalent field CPA or JD 15 + years of progressive tax experience 2+ years as a Partner or Director at a public accounting firm 10+ years of supervisory experience, mentoring and counseling associates Experience working with high net-worth individual, family office clients and closely-held businesses Master's degree in Accounting or equivalent field Experience acquiring new clients and growing a book of business EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About our Tax Team As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way. A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs. Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: *********************************. #LI-JB1 Preferred Location:West Palm Beach
    $104k-133k yearly est. Auto-Apply 26d ago
  • Senior Manager, Management Consulting, Healthcare Transformation

    BDO USA 4.8company rating

    Orlando, FL job

    The Senior Manager, Healthcare IT Consulting provides clients healthcare consulting services by assessing the client's business needs, recommending and implementing technology, systems, applications, and operational solutions, and managing deliverables to timeline and budget. This position reflects significant industry experience in a hospital or physician practice setting with the mainstream EHR, revenue cycle, and practice management systems. Job Duties: Consults with clients to identify operational goals and needs then translates the client's needs into detail requirement specifications Provides leadership and takes ownership of large projects from start to finish to ensure client satisfaction and to meet the project goals and objectives Communicates with BDO senior leadership and client management to meet project budget and target dates Documents the current state workflows Reviews, analyzes, and modifies designated systems including completing configuration, testing, and documentation Ensures client engagement expectations and deliverable deadlines are met Prepares and completes action plans, determines system improvements, resolves problems, and implements necessary changes as identified Investigates alternative solutions including feasibility using vendor analysis and vendor evaluations Identifies new opportunities for implementation, optimization, upgrades, and ongoing application support in conjunction with MAS Business Development Ability and willingness to travel 50% of the time or more Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload on assigned engagements and reviews work product Qualifications, Knowledge, Skills and Abilities: Education: High School Diploma/GED AND ten (10) or more years of industry experience with EHR/Practice Management vendor systems, required; OR Bachelor's degree AND eight (8) or more years of industry experience with EHR/Practice Management vendor systems, required Experience: Eight (8) or more years of experience with EHR and practice management system vendors such as Epic, Cerner, athena IDX, Allscripts, required Five (5) or more years of EHR/Practice Management build/optimization/support experience, preferred Software: Strong Microsoft PowerPoint skills, required Proficient in the use of Microsoft Office Suite, especially Visio, required Proficient in SharePoint, preferred Other Knowledge, Skills, & Abilities: Executive presence, with the ability to act as primary contact on assigned engagements Interpersonal - able to establish and maintain effective, professional relationships with all levels of client staff including senior leadership, BDO employees and the general public Presentation - able to communicate information professionally and formally to client through meetings and written presentations Leadership - proven ability to proactively lead and develop team to reach project goals and objectives Independence - proven ability to manage small to medium projects including development of scope, project plan and timeline, status reports, and other tools to ensure successful client engagements Excellent verbal and written communication skills, as well as presentation skills Strong analytical and advanced research skills related to industry trends, market competition and technology Solid organizational skills, especially the ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Ability to work in a deadline-driven environment, and handle multiple projects simultaneously Ability to interact effectively with people at all organizational levels of the Firm and with clients Capacity to build and maintain strong relationships with internal and client personnel Ability to encourage a team environment on engagements, and contribute to the professional development of assigned personnel Ability to travel 50% of the time or more, required Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $100,000 - $200,000 NYC/Long Island/Westchester Range: $100,000 - $200,000 Maryland Range: $100,000 - $200,000
    $100k-200k yearly Auto-Apply 2d ago
  • BDO Capital Advisors - Investment Banking Associate

    BDO USA 4.8company rating

    Miami, FL job

    The BDO Capital Advisors Experienced Senior Associate is responsible for utilizing previously obtained educational background, along with established organizational and project management skills to successfully service clients of BDO Capital Advisors. In this role, the BDO Capital Advisors Experienced Senior Associate will work within a team environment to actively manage and assist in the analysis and resolution of client matters while taking direction and receiving guidance from senior management members. The Experienced Senior Associate will be involved in all stages of client management, including identification of prospective client opportunities, completion of industry and client research and assisting in the development of client presentations and appropriate documentation. Job Duties: Supports the execution and the origination of M&A transactions including private sell-sides, buy-sides, etc. Oversees the building and maintenance of complex financial/valuation models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses Develops client relationships through deal execution and pitching, as appropriate Analyzes companies and industries and works directly with client management teams Prepares pitch books, sells memoranda and management presentations Develops client relationships through deal execution and pitching as well as communicates and interacts with internal coverage partners and product areas Manages several projects at once and works effectively as an individual and as a leader of a team, including managing associates and analysts Participates in the recruitment, development, and training of junior bankers (analysts, associates, summer analysts/associates, incoming classes) Supervisory Responsibilities: Supervises and leads small teams of Associates and Analysts to complete necessary work products as related to individual sell side transactions Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Business Administration, Economics, Finance, or Statistics, required MBA, preferred Experience: Three (3) or more years of experience at a bulge bracket, reputable boutique, regional investment bank, or similar corporate finance vertical, required, Experience in middle market M&A sell side investment banking, preferred License/Certifications: FINRA Series 7/79 and 63 (if not currently held, will be required shortly after hire), required Software: Proficient in the use of Microsoft Office Suite and research tools such as CapitalIQ, FactSet, Bloomberg, Intralinks, preferred Language: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Superior analytical and research skills Solid organizational skills especially ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously Ability to successfully interact with professionals at all levels Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $130,000 - $150,000 Maryland Range: $130,000 - $150,000 NYC/Long Island/Westchester Range: $130,000 - $150,000
    $130k-150k yearly Auto-Apply 47d ago

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Veris Consulting, Inc. may also be known as or be related to Johnson Lambert & Company, Johnson Lambert LLP and Veris Consulting, Inc.