MGO (Macias Gini & O'Connell LLP) jobs - 196 jobs

Director - Valuation Services At MGO we believe that human care comes first. Only when our talent thrives can they deliver their very best to our clients. We are honored to serve agents of change in culture-shaping industries - including cannabis, sports and entertainment, technology and state and local government. We stay at the forefront by empowering the next generation of talent: rising leaders full of big ideas, passionate energy, and purpose to effect real change. Our inclusive culture, competitive benefits, and flexible work arrangements are designed to motivate and inspire our team members to build something special. MGO is a top CPA and advisory firm of 600+ professionals working remotely and in offices throughout the U.S. and India. Through frictionless digital tools, we address the local needs, and fuel the global ambitions, of clients in 97 countries. MGO is proud to be a “Best Place to Work” and is ranked as a leader by Accounting Today and Inside Public Accounting. Summary: The Director of Valuation Services will help lead our valuation services practice, overseeing the execution and management of complex valuation projects. This role involves developing client relationships, providing strategic guidance, and ensuring high-quality deliverables while collaborating with various teams across the firm. Key Responsibilities: Lead and manage valuation engagements for financial reporting, tax compliance, litigation support, and transaction advisory. Oversee the preparation of valuation models, reports, and presentations. Review and ensure the accuracy and quality of all deliverables. Provide technical guidance on valuation methodologies (DCF, market comps, precedent transactions, etc.). Collaborate with audit, tax, and advisory teams to support cross-functional client needs. Develop and maintain strong client relationships; participate in business development and proposal efforts. Mentor and train junior staff and managers; foster a culture of continuous learning and excellence. Stay current on industry trends, regulatory changes, and valuation standards (e.g., ASC 820, ASC 805, IRS guidelines). Qualifications: Bachelor's degree in Finance, Accounting, Economics, or related field (MBA preferred). CPA, ABV, CVA, ASA, or CFA designation required (multiple preferred). 10+ years of experience in business valuation, preferably within a public accounting or consulting firm. Proven leadership and project management skills. Strong analytical, communication, and presentation abilities. Proficiency in Excel, PowerPoint, and valuation software (e.g., PitchBook, Capital IQ, Bloomberg). Preferred Attributes: Experience with valuations for M&A, private equity, or venture-backed companies. Familiarity with international valuation standards (IVS) and global reporting requirements. Ability to manage multiple priorities in a fast-paced environment. Working Conditions: Heavy sitting for extended periods in front of a computer Overnight travel may be necessary Minimal Hazards Success Factors: Ability to perform several tasks concurrently with ease and professionalism. Ability to communicate clearly and concisely, verbally and in writing, in English. Must be able to keep client matters strictly confidential. Must have excellent interpersonal skills and customer service skills. Why work for MGO: At MGO, we understand that our team members give their very best when they feel fully seen, valued, and supported. Whether you are a seasoned professional ready for your next leadership role, or an emerging talent ready to launch the career of your dreams, we are committed to giving you the tools and guidance to thrive in your own unique way. What's in it for you: Work at the forefront: Our clients are culture shapers and mavericks breaking new ground in competitive and highly regulated industries. They expect us to deliver truly innovative solutions, built on sound accounting fundamentals, and a vision for the future. That is why we celebrate creative problem solving and seek team members with passion for what's next. Culture rooted in human care: Our style of relationship development and service delivery is based on the MGO Way, 26 fundamentals that guide our workplace culture. With a focus on mutual trust, personal responsibility, and an inclusive mindset, we believe there is no limit to what we can accomplish together. Where you can build something: As one of the fastest-growing firms in the nation, there is no end to the opportunities to shape a career you are passionate about. We appreciate an entrepreneurial spirit. Bring your passions, your energy, and your ideas to build a meaningful experience for yourself and our clients. Freedom to give your best: Because you know your goals and motivations, we offer flexible work arrangements, and a progressive time off policy that helps you achieve an optimal work/life balance. Compensation you deserve: We are happy to fuel your passion with a competitive compensation and benefits package that rewards hard work and motivates you to go beyond. Salary Range: $180,000 - $250,000 + Bonus.

Tax Senior Manager, Private Client Services Job Description The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Job Duties: Reviews basic to complex individual and other tax returns Identifies and performs research when needed and reports and documents the analysis and findings Interacts directly with clients and their advisors Communicates with supervisors, engagement team and clients the status of projects Assists with administrative responsibilities including billing and cash collection activities, recruiting, attendance and participation in CPE activities and training Manages client engagements, supervises, and reviews work of team members Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client engagements and current tax developments Identifies tax planning and consulting opportunities Participates in and initiates business development and networking activities Manages and monitors key performance indicators (KPI's) as established by the business line Involves firm specialists and other business lines to increase cross service opportunities Other duties as required Supervisory Responsibilities: Supervises develops and trains employees Supervises associates, senior associates and managers on all projects Reviews work prepared by associates and senior associates and provides review comments Trains others on how to use all current software tools and PCS methodology Schedules and manages workload of associates and senior associates Acts as a Career Advisor to associates and senior associates Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, required Master's degree in Accounting or Taxation, preferred Addition Juris Doctorate (JD) or Master of Laws (LLM) in Taxation, preferred Experience: Seven (7) or more years of public accounting and private client services experience, required Public accounting experience working in the private client area, preferred License/Certifications: CPA or Licensed Attorney, required CFP or Masters in Tax, preferred Software: Experience with Gosystems and BNA Tax Planner, preferred Experience with the Microsoft Office Suite, preferred Language: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Detailed oriented Strong analytical, research and critical thinking skills Solid organizational skills, especially the ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously Ability to interact effectively with people at all organizational levels of the firm Basic knowledge of fundamental accounting, finance and tax principles General accounting knowledge and basic to intermediate tax knowledge General understanding of financial planning concepts Ability to effectively delegate work 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 resolution to clients Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $146,000 - $200,000 Colorado Range: $120,000 - $185,000 Maryland Range: $152,000 - $188,000 NYC/Long Island/Westchester Range: $175,000 - $205,000 Washington Range: $150,000 - $200,000 Washington DC Range: $156,000 - $200,000 About Us Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities *Benefits may be subject to eligibility requirements. Locations One Bush Street, San Francisco, CA, 94104, US 53 300 Park Avenue, San Jose, CA, 95110, US #J-18808-Ljbffr

Our Third Party Attestation (TPA) practice helps large global and other growth companies to address their external compliance requirements in the areas of technology, security, system processing and privacy. Under the direction of the engagement team, the Assurance Intern, Third Party Attestation will learn how to prepare third-party attestation reports, including System and Organization Controls (SOC) 1, SOC 2, SOC 3, SOC for Cybersecurity and WebTrust for CAs, as well as HITRUST, SSPA, ISO, MRC and CSA STAR. The Assurance Intern, Third Party Attestation will learn and apply most areas of the governing standard as necessary and documenting, validating, testing, and assessing various control systems, including internal controls. Job Duties: Testing and documenting internal control systems in a variety of industries Participating in the review of internal controls Assisting in the preparation of reports and recommendations associated with work performed Preparing work papers in accordance with BDO policy Developing and maintaining relationships with engagement team and client personnel Applying educational background to work performed Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: High School Diploma, GED or Equivalent, required Enrolled in a Bachelor's or Master's degree program, required Focus in Accounting or Information Systems, preferred Experience: Leadership experience, preferred Prior Internship or experience working within a public accounting or internal auditing environment, preferred 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 Ability and willingness to travel, as needed, required Positive attitude and willingness to learn 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. 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

The Workforce Excellence Specialist, National Tax Operations (NTO) is responsible for overseeing the schedule and talent deployment process while balancing the vision, mission, and strategy of the consolidated tax practice. The Workforce Excellence Specialist, National Tax Operations, partners with Regional Tax leadership and National counterparts. The Workforce Excellence Specialist, National Tax Operations will successfully drive processes and improvement across the disciplines to achieve significant impact. The individual should have experience in the delivery of high impact projects. The Workforce Excellence Specialist, National Tax Operations works at all levels of the organization to take challenging, ambiguous, or visionary concepts, and turn them into well scoped projects and deliver successful process improvement results in a time efficient manner. The Workforce Excellence Specialist, National Tax Operations should possess knowledge of resource allocation and ideally have experience in a similar industry. Job Duties: * Optimizes utilization across the assigned practitioner population by making staffing decisions in support of the deployment strategy for the business or practice area * Leads all activities related to resource planning and allocation ensuring staff are assigned to projects in a timely manner based on their skills, previous experience, availability, and project budget * Drives effective and holistic staffing strategies that ensure efficiency in the firm's professional services utilization; emphasis on providing consistent, positive customer experience, operational efficiency, and process excellence * Identifies opportunities to optimize resourcing, drives process changes, and implements best practices regionally; leads, supports, or champions initiatives (as needed) with a focus on effective workload balancing, scheduling, and professional development * Supports the execution of the operational strategy, objectives, KPIs, and roadmap for Tax * Serves as a trusted advisor to tax leaders, collaborating to identify issues and execute action plans as well as make recommendations for targeted hiring of professionals with project-appropriate qualifications * Supports project managers in ongoing efforts including remedies addressing employee overutilization, uneven workload, or overtime such as reallocating resources, adjusting goals or requirements, or assigning new people to the team. Anticipates potential staffing conflicts and proactively manages conflicts by surfacing creative alternatives that maximize production while minimizing bench but are also opportunistic for staff development * Proactively reviews staffing data for assigned population and develops meaningful insights on trends, forecast, opportunities for improvement, and areas of concern * Leverages automation and reporting platforms to provide visualizations and to promote transparency in resource skills and scheduling * Collaboratively engages with various counterparts to encourage resource sharing across markets, geos, etc. * Reviews and monitors reports, including but not limited to utilization reporting, pipeline, solution specific reporting, and backlog * Provides analysis around key metrics such as availability, production, and open seat status, and identifies issues and trends * Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: * Associate's degree, required; AND two (2) or more years of experience in Business Administration, Operations Management, or Accounting, required; OR High School Diploma/GED AND four (4) more years of experience in Business Administration, Operations Management, or Accounting, required Experience: * Experience in drafting and creating effective internal and external written communication, required * Resource management experience in a professional services firm (i.e., public accounting, law firm, etc.), preferred * Experience in developing, implementing, and maintaining tax processes, preferred * Experience in collecting, analyzing, and reporting metrics, preferred License/Certifications: * PMP Certification, preferred Software: * High proficiency in the use of Microsoft business products (Excel, PowerPoint, Word) including excellent data management and manipulation capabilities, preferred * Proficiency with PowerBI, preferred * Proficiency with Smartsheet, preferred * Proficiency with PeopleSoft and OneStream, or experience with similar corporate management software, preferred Other Knowledge, Skills & Abilities: * Strong critical thinking, analysis, and problem-solving skills * Strong conflict resolution skills, including the abilities to negotiate and influence others * Strong metrics-focus with the ability to use analytics to solve problems and develop solutions * Strong written and verbal communication skills * Ability to manage and resolve complex and sensitive situations * Ability to work both independently and collaboratively with large teams * Ability to manage upwards and drive results * Ability to lead multiple, high-profile, and complex projects with various top-level stakeholders * Ability to maintain confidentiality while balancing the needs of the business * Ability to build rapport and gain trust with all levels of personnel at BDO * Analytical and diagnostic skills * Ability to successfully multi-task while working independently or within a group environment * Able to work within a deadline-driven environment * Solid organizational skills with the ability to meet project deadlines with a focus on details and quality * Ability to adapt communication style to successfully convey messages and objectives to a diverse audience 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: $75,000 - $90,000 Maryland Range: $75,000 - $90,000 NYC/Long Island/Westchester Range: $75,000 - $90,000

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Experienced Senior, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Job Duties: Participates in tax and consulting engagements and enhances skills identifying and addressing client needs, tax planning, and consulting opportunities Works directly with clients and their advisors to gather information needed to prepare tax returns Develops understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, both Federal and State jurisdictions, while demonstrating the ability to follow instructions and actively seek feedback Reviews basic individual and trust tax returns and provides written and verbal feedback to staff and interns Analyzes tax notices received from government agencies and prepares initial drafts of response Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership Works in a fast-paced, deadline-driven environment both independently and within a team dynamic Prioritizes and completes tasks Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training Builds new relationships with other professionals both inside and outside the firm Supervisory Responsibilities: May supervise and manage the day-to-day work assignments of PCS Associates Provides verbal and written performance feedback to PCS Associates, as necessary Acts as mentor to PCS Associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area and CPA certification, required Master's degree in Accountancy or Taxation, preferred Experience: Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required Experienced in private client services, preferred Prior basic supervisory experience, preferred License/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred Possession of other professional degrees or certifications applicable to role preferred Software: Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Languages: N/A Other Knowledge, Skills & Abilities: Initiative Works hard, putting in extra effort when necessary to complete their assignments within given deadlines; self-starting; doesn't need to be explicitly told to put in this effort; when set, meets weekly/engagement hours expectations Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps Communication Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative Internally, communicates the status of their work to their team; promptly responds to requests Leadership Leads by example, acting as a model for the firm's core values Takes on challenges; sees tasks through completion, even if there are obstacles Business Development Participates in business development and networking activities Seizes opportunities for new professional contacts when presented People Development Ability to interact effectively with people at all organizational levels of the firm Assists in supervision, development, and training of employees Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $96,000 - $125,000 Colorado Range: $80,000 - $100,000 Illinois Range: $90,000 - $108,000 Maryland Range: $98,000 - $110,000 Massachusetts Range: $102,000 - $119,000 Minnesota Range: $80,000 - $95,000 New Jersey Range: $88,000 - $125,000 NYC/Long Island/Westchester Range: $115,000 - $130,000 Washington Range: $83,000 - $115,000 Washington DC Range: $105,000 - $117,000

The Assurance Senior, Risk Advisory Services is responsible for providing risk consulting and issues resolution to clients in the areas of contract compliance, SOX, internal audit business process improvement, information technology, and fraud investigations. In this role, the Assurance Senior, Risk Advisory Services will participate in all stages of a contract compliance, internal audit or consulting engagement and provide assistance with planning, field work, engagement wrap up and report composition, along with providing recommendations regarding client economic and legal risks. The Senior will also provide services including examinations for royalties, revenue-sharing, franchise fees, profit participation, production cost and merchandise licensing. Job Duties: Acts as primary contact for clients regarding basic questions and information Conducts informational interviews and facilitates meetings with clients during engagement process Obtains information, documents and data from clients to support the completion of analysis and research of client issues Documents and analyzes the client's processes, risks and controls with guidance and direction from senior Risk Advisory Services professionals Reviews client contracts and develops contract summaries, including key provisions and financial information based on type of contract Develops initial deliverables and/or solutions to client issues Dynamically reassess risk and communicate with senior Risk Advisory Services professionals and/or client as necessary Assists with the management of the engagement to ensure engagement metrics are achieved Utilizes research tools, databases and trade publications to develop understanding of client's industry Develops relationships with client personnel and management members Prepares formal and informal presentations for client meetings Partners with Risk Advisory Services leadership to complete research and draft proposals and reports, as necessary Implements project plans, maintains all documentation and work papers associated with client engagements Conducts risk assessment of assigned department or functional area in established / required timeline while oversees staff Establishes risk-based audit programs Determines scope of review in conjunction with the Engagement Manager Documents financial reporting cycles or internal audit area and identifies key controls Assesses internal control design and operational effectiveness Conducts audit testing of specified area and identifies reportable issues and dimension of risk Determines compliance with appropriate legislation and/or audit policies and procedures Communicates findings to senior management and drafts comprehensive report of audited area Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload of Risk Advisory Services Associates on assigned engagements and reviews work product Ensures Risk Advisory Services Associates are trained on all relevant audit software and engagement processes and procedures Delivers periodic performance feedback and completes performance evaluations for Risk Advisory Services Associates Acts as mentor to Risk Advisory Services Associates, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting or Finance, required Experience: Two (2) or more years of experience within a public accounting firm or industry environment performing internal audit, consulting or risk services, required Prior experience with internal controls including flowcharts, documentation and testing of controls, required Experience with Internal Audit and Sarbanes Oxley with a focus in entities wide risk assessment, required Experience performing contract compliance audit, specifically royalties and franchising agreements, required One (1) or more years of prior supervisory experience, preferred License/Certifications: CPA or CIA certification, preferred Software: Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required Prior experience with various assurance applications and research tools, preferred Working knowledge of data analytics software such as IDEA or ACL, preferred Other Knowledge, Skills & Abilities: Solid understanding and experience planning and coordinating the stages to perform an audit Knowledge of internal accounting controls, professional standards and regulations and systems Strong verbal and written communication skills Ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm Ability to successfully multi-task while working independently and within a group environment Superior analytical and diagnostic skills Capable of working in a demanding, deadline driven environment with a focus on details and accuracy Ability to adapt to rapidly changing environments successfully Solid organizational skills especially ability to meet project deadlines with a focus on details Capable of effective managing a team of professionals and delegating work assignments as needed Build and maintain strong relationships with client personnel Travel as needed Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $85,000 - $100,000 Colorado Range: $85,000 - $100,000 Illinois Range: $85,000 - $100,000 Maryland Range: $85,000 - $100,000 Massachusetts Range: $85,000 - $100,000 Minnesota Range: $85,000 - $100,000 New Jersey Range: $85,000 - $100,000 NYC/Long Island/Westchester Range: $85,000 - $100,000 Washington Range: $85,000 - $100,000 Vermont Range: $85,000 - $100,000 Washington DC Range: $85,000 - $100,000

The Managing Director at BDO Capital Advisors advises clients through mergers & acquisitions and strategic solutions, driving business development through networking to convert prospects into clients. The Managing Director oversees transaction execution, ensures deliverables are met on time, manages the execution team's workload, mentors staff, and focuses on measurable revenue results with a metrics‑driven mindset. Job Duties Execute buy‑side and sell‑side transaction advisory engagements, managing financial and business due diligence for companies, private equity or debt investors. Engage in business development activities, marketing services to external clients and internal partners, supporting sales and marketing strategies. Network with prospects to build revenue‑producing relationships. Analyze client data for financial and operating trends, quality of earnings, working capital, liabilities, and risks, guiding decision‑makers. Review transaction documents and provide negotiation insights. Identify pre‑ and post‑close business opportunities and enhance go‑to‑market strategies. Commit to satisfying internal and external customers. Perform 100% of job duties in the office. Other duties as assigned. Supervisory Responsibilities Manage the team's efforts with an apprenticeship approach. Direct due diligence meetings, draft and review tailored reports for key issues. Coordinate client approach throughout the transaction process. Lead engagement, serve as principal contact, oversee deliverables, and provide real‑time feedback to clients and providers. Lead day‑to‑day transaction execution, including due diligence, valuation, and contract negotiation. Qualifications, Knowledge, Skills and Abilities Education Bachelor's Degree in Accounting or Finance, required. MBA, required. Experience Ten (10) or more years at an investment bank or similar corporate finance vertical, required. Experience at a middle‑market investment bank, preferred. Experience managing and leading a team of VPs, associates, and/or analysts (in person and remotely), preferably at a regional boutique or middle‑market bank, required. License/Certifications FINRA Series 63 and 7 or 79 licenses, or actively pursuing licensure, required. Software Proficient in Microsoft Office Suite, required. Language N/A Other Knowledge, Skills, & Abilities Strong business acumen and analytical problem‑solving skills, understanding business model impact on performance. Comfort with ambiguity and fluid client situations. Strong time‑management skills, ability to multi‑task and prioritize simultaneous deadlines. Advanced analytical and modeling skills with attention to detail. Excellent written and verbal communication with a polished/professional demeanor. Team player capable of working cohesively with colleagues and clients. Self‑motivated and capable of working under pressure with proactive follow‑up skills. Ability to travel for client meetings/events during regular work hours, evenings, and/or weekends. Individual salaries are determined after considering numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $225,000 - $300,000 Maryland Range: $225,000 - $300,000 NYC/Long Island/Westchester Range: $225,000 - $300,000 #J-18808-Ljbffr

CapinCrouse is a national full-service CPA firm devoted to serving mission-focused not-for-profit organizations. Our mission is to be empowered professionals providing innovative service to organizations whose outcomes are measured in lives changed. We have offices across the country, from Los Angeles to New York, and have served the nonprofit community with assurance, tax advisory and compliance, and management advisory services for nearly 45 years. he caliber of our clients and our high standards for how we serve them requires that we be highly selective in our recruiting process. We look for the best and then invest the time, technology, and resources that result in long-term success for both the firm and our people. We ask our team members to provide a high level of service to CapinCrouse's clients and be a driver of firm growth, profitability and success. Essential duties and responsibilities of this position include but are not limited to the following. Other duties may be assigned. Client Relations: Manage and build trusting client relationships; maintaining a proactive, professional relationship with clients for assigned engagements. Understand clients' business challenges and goals. Be a productive audit team member, handling complex audit engagements so that clients receive excellent, timely service. Act respectfully and consistent with client values. People Management: Manage engagements and special assignments with the additional complexity of supervising a number of engagements simultaneously. This includes oversight of the audit team and assignments, engagement communication, development of audit documents, review of work papers, and preparation of client deliverable documents. Develop Associates, Seniors, and Supervisors professionally through on-the-job coaching and intentional training. Manage the performance appraisal process for staff members. Professional Development: Show dedication and innovation through active participation in Firm initiatives. Continue professional development efforts through an intentional growth plan, with special focus on not-for-profit organizations and corresponding accounting issues and trends. Begin efforts to bring new business to the firm and be involved in community activities for the purposes of business development and cross-selling the firm's services. Display integrity and professional behavior consistent with CapinCrouse's focus, vision, mission and core values Education and/or Experience: Bachelor's degree in accounting or a related finance degree 6+ years of related audit or applicable business experience (Experience in public accounting is preferred.) CPA certification Language Skills: The individual must have the ability to read and interpret industry-specific documents, write routine reports and speak effectively to clients and employees of the firm. Other Skills and Abilities: Reputation of integrity, even in conflictive situations Above average ability to learn and use computer software (e.g., Microsoft Excel) Ability to develop open and trusting relationships Ability to work in a team, whether as a member or leader Ability to motivate him/herself to grow professionally and serve with excellence Ability to assume responsibility for and complete agreed upon assignments Excellent interpersonal, oral and written communications skills Exceptional organizational and time management skills; exhibiting the ability to manage a heavy workload without sacrificing quality of work or relationships Willingness to travel when necessary Passion to serve others, especially nonprofit organizations Desire to work as a professional in a CPA firm with CapinCrouse's core values, vision, and mission Work Environment The employee in this position typically works in an office environment but may occasionally be required to perform job duties outside of the standard office setting. The work environment characteristics described below are representative of those an employee would typically encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other Skills and Abilities: Walking (low) Climbing (low) Bending (low) Twisting (low) Typing/using hands (moderate/high) Sitting (moderate/high) We Offer An extremely competitive compensation package with all the benefits you would expect from a national leader The ability to work with very knowledgeable professionals and the opportunity to work with clients who are making a real difference in our community, our country, and our world State-of-the-art technology to give you the professional tools necessary to be your best Firm-sponsored professional memberships While this reflects management's current assignment of essential functions, it does not proscribe or restrict the tasks that may be assigned to the individual in this position. The firm reserves the right to revise and amend this job description at any time, with or without notice. Qualifications Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of this position. Additional Information All your information will be kept confidential according to EEO guidelines.

At Grant Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It's what makes us different, and we think being different makes us better. In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non‑attest offerings, including tax and advisory services. In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans‑Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality‑driven professionals enjoying exceptional career‑growth opportunities and a distinctive cross‑border culture. Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets. About the Team The team you're about to join is ready to help you thrive. Here's how: Whether it's your work location, weekly schedule, or flex time off, we empower you with the options to work in the way that best serves your clients and your life. Consistent with the firm's hybrid work model, this position will require in‑person attendance at least two days per week, either at a GT office or client site. Here, you are supported to prioritize your overall well‑being through work‑life integration options that work best for you and those in your household. We understand that your needs, responsibilities and experiences are different - and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. See how at ****************** When it comes to inclusion, we are committed to doing more than checking boxes. Explore all the ways we're taking action for diversity, equity & inclusion at ****************** Here's what you can expect next: If you apply and are selected to interview, a Grant Thornton team member will reach out to you to schedule a time to connect. We encourage you to also check out other roles that may be a good fit for you or get to know us a little bit better at ******************. Benefits: We understand that your needs, responsibilities and experiences are different, and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. For an overview of our benefit offerings, please visit ********************************************************** Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave, and are paid for firm holidays that fall within their internship period. Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Seasonal employees may also be eligible to participate in the firm's 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave. Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program. Interns and seasonal employees are not eligible for bonus compensation. AdditionalDetails: It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions (including, but not limited to, recruiting, hiring, training, working conditions, promotion, transfer, compensation, benefits, evaluations, and termination) are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy‑related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law. Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of Grant Thornton to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. To make an accommodation request, please contact ************. For Los Angeles applicants only: We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For Massachusetts applicants only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Grant Thornton does not require or administer lie detector tests as a condition of employment or continued employment. Job Description Grant Thornton is seeking an Audit Senior Manager to join the team in San Jose, CA. As an Audit Senior Manager, you will use your technical and leadership skills to plan and lead the completion of financial statement audits. You'll apply your experience to help engagement teams solve difficult business problems and review highly technical matters and disclosures - all with the resources, environment and support to help you excel. You'll build relationships with clients and your engagement teams, and use our world‑class audit technology to work collaboratively, solve smarter, and have meaningful business conversations. From day one, you'll be empowered with access to firm leaders and training programs, as well as opportunities to grow the firm and your career, and achieve more, confidently. Your day‑to‑day may include: Overseeing and supporting multiple engagement teams concurrently to complete financial statement audits. Consistently listening and communicating with clients about engagement and service expectations; resolving technical and service issues quickly and thoroughly. Being a proactive problem solver and sought‑after business adviser to your clients on a variety of business improvement areas. Training and supervising less experienced colleagues and providing consistent, regular feedback. Team‑ing up with Grant Thornton colleagues to identify and win new business opportunities. Working at a client site, with your team in the office or remotely. We empower teams to listen first to expectations of clients and teammates; then you and your team can determine when and where to work. No matter when or where, you will have the support you need to thrive. Representing Grant Thornton at recruiting and professional networking events. Building your technical and professional skills through formal training. Other duties as assigned. You have the following technical skills, qualifications and abilities: Bachelor's degree in accounting, economics, finance, mathematics, or related disciplines. Minimum of eight years of progressive public accounting experience with a mid‑sized to large firm. An active CPA license (required). Analytical, technical, and auditing skills, including proficiency in US GAAP, GAAS, and PCAOB rules and standards. Continuously expand your professional network and have experience with business development. Value teamwork, are agile and know the power of building strong relationships. Are curious about or have exposure to automation and digitization tools as part of audits or in the professional services environment. Can travel as needed (Travel expectation: 25%). Excellent verbal and written communication skills. The base salary range for this position in the firm's San Jose office only is $138,000 to $230,000 per year. #J-18808-Ljbffr

General Intro: At MGO we do a lot more than crunch numbers and prepare filings. Our approach leverages input from throughout our organization - giving everyone a voice and an opportunity to make an impact. Utilizing a state-of-the-art technology platform, we go beyond the numbers to provide invaluable financial and operational insight to a diverse array of dynamic clients - from enduring institutions to disruptive start-ups. By delivering strategic guidance with a personal touch, we are reshaping ideas of what a CPA firm is capable of - and give our professionals the support to self-determine the path their career takes. Look no further! MGO is looking to add Interns! Within the MGO Internship positions, you have the opportunity to try your hand at Assurance, Tax, Client Accounting Services and many other service lines MGO has to offer. Starting off this position would be performing day-to-day professional services functions for clients. Core Responsibilities: * Complete assigned tasks/jobs• Learn the growth process (identify and communicate growth)• Assist with in office scanning• Collaborate and communicate with client and team members in a professional manner Minimum Qualifications: * Pursuing an undergraduate or master's degree in accounting or equivalent experience in accounting with sufficient course work to achieve CPA certification• Proficient in MS Office applications• Good written and verbal communication skills • Ability to work a minimum 20 hours per week, options to extend internships into school semesters may be available Success Factors: * Ability to perform several tasks concurrently with ease and professionalism.• Ability to communicate clearly and concisely, verbally and in writing, in English.• Must be able to keep client matters strictly confidential.• Must have excellent interpersonal skills and customer service skills. Why work for MGO? MGO's professionals take a holistic, multi-disciplinary approach to accounting, financial and advisory services. Our teams collaborate across internal functions and service lines to build institutional knowledge, formulate insight, and deliver efficiencies that make a difference - not only in the marketplace, but in the lives of our clients and team members. That's why we value characteristics like teamwork, communication, creativity, and leadership when building our teams. We are growing fast and new opportunities emerge every day. If you're not afraid of pushing the status quo, MGO offers a supportive setting where you can take control of your career while still enjoying the mentorship to develop new skills in an environment where you thrive. Want to learn more? Complete an application and so our team can reach out to you directly!

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 (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

Working under the authority of a Principal, the Assurance Director, Risk Advisory Services is responsible for overseeing and delivering risk advisory services around Information Technology (IT) related activities such as Internal Audit, Sarbanes-Oxley, System Development Lifecycle and Implementation Reviews, Cyber-Security Reviews, Business Resumption/Disaster Recovery Planning, Information Technology General Controls (ITGC), Application Level IT Controls, Data Analytics, Business Intelligence/Automation, and Data Governance among other common IT related services. Additionally, the Assurance Director, Risk Advisory Services is charged with overseeing all aspects of an internal audit, SOX or consulting engagement to include planning, field work, engagement wrap up and report composition, along with providing recommendations regarding client risks. In this role, the Assurance Director, Risk Advisory Services is charged with managing a team of professionals through all stages of internal audit or consulting engagements to include planning, field work, engagement wrap up and report composition, along with providing recommendations regarding engagement economics and legal risks to the Firm. The Director is responsible for ensuring exceptional client service and high-quality engagement deliverables. The Director is also responsible for developing new business with existing clients and prospects of the Firm, including the identification of target companies. The Director also supports the practice Principal with all aspects of client pursuits, including all phases of the client proposal process. The Director is responsible for all aspects of practice administration including time entry, client contract administration, billings, collections, and adjustments to engagement realization when needed. Job Duties: Oversees the documentation and testing of application and automated controls on a wide range of software application packages Acts as a high-level contact for clients regarding all questions and information, including progress, challenges encountered, and issues identified Conducts informational interviews and facilitates meetings with client management members during engagement process, as needed Works closely with the Engagement Partner to ensure effective communication of control gaps and suggested improvements to processes, controls and overall risk management to client Audit Committee and management Ensures that the client service team appropriately analyze client's processes, risks, and controls Ensures that the client service team provides exceptional client service and develops advanced level deliverables and/or solutions to client issues Oversees the development of risk-based audit plans as well as ensures the development of efficient and effective project plans Reviews, approves, and seeks Partner approval of engagement budgets and identifies opportunities to improve engagement efficiencies Ensures the preparation of periodic and timely billings, collections and makes timely recommendations to the engagement Partner of adjustments to engagement realization, as needed Leads assigned client engagements and underlying economics to ensure engagement metrics are achieved Identifies and informs managers and staff to utilize all available research aids (as practical), including databases and trade publications, to develop understanding of client's industry Identifies, grows, and maintains strategic relationships with client personnel, including members of client management Prepares formal and informal presentations for client meetings and seeks Partner review and approval of presentations prior to delivery Collaborates with both RAS and other practice partners to bring the best solutions to our clients and prospects and thus expand our presence in the marketplace Identifies new business opportunities to expand the Risk Advisory Services practice and communicates such opportunities to his/her practice partner Works directly with the Partner to develop draft proposals and reports, and completes research, as needed Works under the supervision of the practice partner to manage marketing and business development activities within practice, including but not limited to refreshing marketing materials and website content, as needed Develops thought leadership for the RAS practice under the direction of the Partner by developing whitepapers and presentations on topics relevant to clients and the profession Fosters a positive demeanor, learning attitude and client service mentality with managers, seniors, and staff Ability to travel 20% of the time Other duties as required Supervisory Responsibilities: Supervises the workload of Sr. Managers, Managers, Senior Associates, and Associates, as needed, on assigned engagements and reviews work product Ensures Sr. Managers, Managers, Senior Associates, and Associates are trained on all relevant software Evaluates the performance of 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 Managers, Senior Associates, and Associates in accordance with Firm guidance Acts as mentor to Managers, Managers, Senior Associates, and Associates, as appropriate Acts as a leader and projects a professional, positive attitude toward client and firm personnel Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Finance, Information Systems, Business Intelligence, required MBA or other advanced degree, preferred Experience: A minimum of ten (10) years of experience with a public accounting firm or Fortune 1000 company performing Risk Assessments, internal audits, Sarbanes-Oxley Readiness services, internal control assessments, management consulting as a Financial, Operational, or Information Technology Subject Matter Expert, required Experience performing audits within a public accounting environment, required Experience performing audits of industries such as manufacturing, retail, distribution, energy, etc., required Significant supervisory experience, required Experience performing process, systems, application controls reviews, required Experience with internal controls including process control design, preparation of flowcharts & control matrices, documentation and testing of controls, and identification and reporting of control “gaps,” required Experience conducting audit planning, developing audit programs, performing testing, preparing work papers, and drafting audit reports, required Experience in client marketing to include but is not limited experience successfully managing multiple client pursuits and proposal efforts, preferred License/Certifications: Certificate of Internal Auditor (“CIA”), Certified Public Accountant (“CPA”), Certified Information System Auditor (“CISA”), or equivalent certifications, required Software: Proficient in the use of Microsoft Office Suite, including Excel, Word, PowerPoint, required Experience with PowerBI, Tableau, ACL and/or IDEA, and MS Access, preferred Experience in the use of various assurance applications and research tools as is appropriate for this level, preferred Other Knowledge, Skills & Abilities: Solid understanding and experience planning and coordinating all stages of an internal audit Knowledge of internal accounting controls and professional standards and regulations Superior verbal and written communication skills, specifically business / report writing Ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm Ability to successfully multi-task while working independently and within a group environment Recognition as a though leader with respect to the topics of governance, risk, and control Superior analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions Capability to work in a demanding, deadline driven environment with a focus on details and accuracy Ability to collaborate with partners and managers within other service lines and industries, as well as RAS leaders Solid project management skills Solid grasp of general IT control concepts Excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting Executive presence to act as primary contact for clients while preparing and presenting to clients and potential clients Ability to resolve complex business issues Capacity to build and maintain strong relationships with internal and client personnel 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 - $235,000 Colorado Range: $190,000 - $235,000 Illinois Range: $190,000 - $235,000 Maryland Range: $190,000 - $235,000 Minnesota Range: $190,000 - $235,000 NYC/Long Island/Westchester Range: $190,000 - $235,000 Washington Range: $190,000 - $235,000 Washington DC Range: $190,000 - $235,000

Title: Senior Associate Department: Tax Reports to: Advisor, Manager, Director or Partner Supervises: Directs the work of lower level staff FLSA Status: Full-Time, Exempt Under limited supervision performs intermediate to advanced accounting functions related to tax specifications. Employees in this job class perform as a lead by assigning work and providing guidance to lower level associates. This job class requires knowledge of intermediate accounting and/or tax principals of which would be derived from several years of experience as an Experienced Associate and the ability to assign work, manage progress and meet deadlines. The Senior Associate is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax software applications to complete tax returns for review. Core Responsibilities: * Leading Managing and Holding People Accountable (LMA) * Learn and begin to apply growth process (participates in assigned RC,, pipeline support, COPs, etc.) * Supervises the engagement (job) project management, billing, ensures QC (technical) standards * Takes care of the client (meets deadlines, timely communication) * Develops engagement team (prepares seniors to the next level) Essential Functions: * Understand and be able to explain the reasons behind the firm's policies, procedures and practices and project management techniques. * Possess technical knowledge sufficient to supervise lower level associates * Ensure all work papers are complete, consistent, and contain procedures performed, evidence obtained, and conclusions reached. * Acquire skills (and/or refine) necessary to develop quality client relationships. * Identify key issues facing clients and discuss possible solutions to increase quality and efficiency. * Demonstrate complete command of all firm software. * Develop a command of GAAP, GAAS, and any other common audit/tax techniques. * Exhibit strong communications skills (verbal; written; presentation) with lower level associates, management/partners, and clients. * Provide timely performance and behavior feedback to lower level associates via verbal discussions and/or evaluations. Nonessential Functions: * Performs other duties as assigned Supervisory Responsibilities: Yes Conditions: * Work is performed in a business office environment with limited privacy and exposure to general office environment noise from others conducting business. * Overnight travel is required approximately 10% of time. Qualifications: * Minimum of 2, but typically 3 +, years of experience in public accounting, corporate accounting and/or tax accounting required. * Bachelor's Degree in accounting OR Bachelor's Degree plus requisite accounting coursework. * CPA preferred, if not a CPA, must meet educational requirements and actively sitting for the CPA exam as outlined by the Board of Accountancy in the state of your preferred office location * Ability to be flexible in changing work priorities and handle numerous projects at the same time. * Ability to act in a responsive manner to client inquires and requests; escalate the more difficult issues as necessary. * Proven ability to communicate effectively both verbally and in writing. * Experience with corporate taxation, consolidations, and partnerships preferred * Prior basic supervisory experience preferred * Prior experience preparing and reviewing of tax provisions preferred * Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat * 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 Success Factors: * Ability to perform several tasks concurrently with ease and professionalism. * Ability to communicate clearly and concisely, verbally and in writing, in English. * Must be able to keep client matters strictly confidential. * Must have excellent interpersonal skills and customer service skills. Salary range - $80,000 - $110,000

The Assurance Experienced Associate will be responsible for preparing financial statements with disclosures, applying basic areas of GAAP as necessary and documenting, validating, testing, and assessing various control systems. This position may also be involved in reviews and agreed-upon procedure engagements. Job Duties: Control Environment: Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by: Identifying and considering all applicable policies, laws, rules, and regulations of the firm, regulators, or other authoritative bodies as part of engagement team Making constructive suggestions to improve client internal controls and accounting procedures Documenting and validating the operating effectiveness of the clients' internal control system GAAP: Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by: Providing support of conclusions with authoritative literature Drafting basic sets of financial statements with disclosures Researching intermediate areas of accounting and forming an initial opinion on the correct treatment independently GAAS: Applies 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 by: Developing and applying an intermediate knowledge of auditing theory, a sense of audit skepticism, and the use of BDO audit manuals Applying auditing theory to various client situations Documenting in line with BDO policy, identifying deviations and notifying more senior team members in order to obtain appropriate approvals Applying knowledge to identify instances where testing may be reduced or expanded and notifying more senior team members of the occurrence Contributing ideas/opinions to the engagement teams Methodology: Applies knowledge and application of BDO standards to guide effective and efficient delivery of quality services and products by: Completing all appropriate documentation of BDO work papers Ensuring assigned work is performed in accordance with BDO methodology and requirements Research: Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information by: Researching basic and intermediate accounting topics and forming an initial opinion on the treatment independently Other duties as required: Supervisory Responsibilities: N/A Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required Master's in Accountancy, preferred Experience: One (1) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required License/Certifications: Eligible to sit for the CPA exams upon starting employment required and actively pursuing completion of the exams, required CPA, preferred Software: Proficient with the Microsoft Office Suite, preferred Experience with assurance applications and research tools, preferred Language: N/A Other Knowledge, Skills & Abilities: Basic understanding and experience planning and coordinating the stages to perform an audit of a basic public and/or private company Ability and willingness to travel, as needed Knowledge of internal accounting controls and professional standards and regulations (GAAP, GAAS, Sarbanes-Oxley, etc) Strong verbal and written communication skills with the ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm Ability to successfully multi-task while working independently and within a group environment Solid analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions Ability to of work in a demanding, deadline driven environment with a focus on details and accuracy Solid project management skills Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $83,000 - $90,000 Cleveland, Ohio Range: $70,000 - $78,000 Colorado Range: $75,000 - $80,000 Illinois Range: $76,000 - $82,000 Maryland Range: $72,000 - $78,000 Minnesota Range: $70,000 - $74,000 NYC/Long Island/Westchester Range: $75,000 - $80,000 New Jersey Range: $76,500 - $83,000 Washington Range: $80,000 - $85,000

Financial Accounting Advisory Services (FAAS) - Director At MGO we believe that human care comes first. Only when our talent thrives can they deliver their very best to our clients. We are honored to serve agents of change in culture-shaping industries - including cannabis, sports and entertainment, technology and state and local government. We stay at the forefront by empowering the next generation of talent: rising leaders full of big ideas, passionate energy, and purpose to effect real change. Our inclusive culture, competitive benefits, and flexible work arrangements are designed to motivate and inspire our team members to build something special. MGO is a top CPA and advisory firm of 600+ professionals working remotely and in offices throughout the U.S. and India. Through frictionless digital tools, we address the local needs, and fuel the global ambitions, of clients in 97 countries. MGO is proud to be a "Best Place to Work" and is ranked as a leader by Accounting Today and Inside Public Accounting. Job Details: MGO is growing, and we are seeking a motivated, dynamic Financial Accounting Advisory Services Director with a strong passion for client service to join our team. A career in our Client Accounting Services group offers the opportunity to lead and develop future leaders in technical accounting while managing outsourced accounting operations for our clients. This role will primarily serve state and local government and public sector organizations. As a Director, you will work closely with firm leadership and staff teams to deliver hands-on, day-to-day, and project-based client accounting services. You will manage engagements from start to finish, mentor staff, and ensure exceptional client experiences. The ideal candidate will have an entrepreneurial spirit, the ability to sell, and a willingness to roll up their sleeves. You should be comfortable supporting financial audits, leading accounting clean-up projects, and serving as a trusted advisor often in an interim or outsourced CFO or Controller capacity. Core Responsibilities & Essential Functions: * Experience delivering and overseen the day-to-day financial accounting activities for assigned client(s) (successfully playing the controller and CFO role). * Leads go to market strategy responsibilities for the region with proven results. Actively participates as the initiator of new client lead revenue generation with prospects. * Conducts self in a professional manner to develop trust with the client and assigned staff as a trusted adviser. * Ability to manage, mentor and motivate team members. * Ability to prioritize multiple deadlines on a fast-paced environment while maintaining quality of service offerings. * Ability to roll-up their sleeves and perform the activities necessary to successfully deliver on the clients daily, monthly, and quarterly financial needs. * Analyze financial data providing actionable insight that leads to information decision making by the client. * Anticipates, identifies, and resolves client challenges while identifying opportunities for improvement of operations. * Ensures all staff assigned are properly and professionally managed, providing oversight, guidance and to develop through active coaching and training. * Develop and maintain engagement budgets. * Write engagement agreements and statement of work. * This role will require travel to and from client site, some overnight stay required (10-40%). Added Knowledge, Skills and Abilities: * Knowledge of full cycle accounting/finance processes: AR/AP, order-to-cash, procure-to-pay, record-to-report, financial planning & analysis, month end close, reconciliation, intercompany eliminations, consolidation and financial reporting. * Knowledge of best practice policy, procedures and controls. * Knowledge of state & local government/public sector rules and regulations. * Experience/exposure to a variety of accounting platforms: QuickBooks, Xero, Microsoft Dynamics, NetSuite and Sage, and industries, both public and private. Minimum Qualifications: * Bachelor's Degree in Accounting or related field required. * 10+ years of relevant work experience. * Certified Public Accountant (CPA) required. * Experience in professional services (public accounting) with progressive experience in delivery of accounting and financial management solutions. * Strong technical accounting knowledge (US GAAP and GAGAS) * Strong business devlopment skills with a proven track record of generating revenue with new and excisting clients. * Experience working with governmental/public sector entities. * Experienced with Microsoft Office suite of products: Excel, Word, PowerPoint and Outlook. * Commitment to excellence, attention to detail, accountable and reliable with strong work ethic. Why work for MGO? At MGO, we understand that our team members give their very best when they feel fully seen, valued, and supported. Whether you are a seasoned professional ready for your next leadership role, or an emerging talent ready to launch the career of your dreams, we are committed to giving you the tools and guidance to thrive in your own unique way. What's in it for you: * Work at the forefront: Our clients are culture shapers and mavericks breaking new ground in competitive and highly regulated industries. They expect us to deliver truly innovative solutions, built on sound accounting fundamentals, and a vision for the future. That is why we celebrate creative problem solving and seek team members with passion for what's next. * Culture rooted in human care: Our style of relationship development and service delivery is based on the MGO Way, 26 fundamentals that guide our workplace culture. With a focus on mutual trust, personal responsibility, and an inclusive mindset, we believe there is no limit to what we can accomplish together. * Where you can build something: As one of the fastest-growing firms in the nation, there is no end to the opportunities to shape a career you are passionate about. We appreciate an entrepreneurial spirit. Bring your passions, your energy and your ideas to build a meaningful experience for yourself and our clients. * Freedom to give your best: Because you know your goals and motivations, we offer flexible work arrangements, and a progressive time off policy that helps you achieve an optimal work/life balance. * Compensation you deserve: We are happy to fuel your passion with a competitive compensation and benefits package that rewards hard work and motivates you to go beyond. * Pay Range: $160,000 - $250,000 + Performance Bonus where you can earn up to 15% of your base salary per year.

Tax Experienced Associate - HNW USA, Century City, CA | Hybrid - Three days per week in office required At MGO - (Macias, Gini & O'Connell LLP) we believe that human care comes first. Only when our talent thrives can they deliver their very best to our clients. We are honored to serve agents of change in culture-shaping industries - including cannabis, sports and entertainment, technology and state and local government. We stay at the forefront by empowering the next generation of talent: rising leaders full of big ideas, passionate energy, and purpose to effect real change. Our inclusive culture, competitive benefits, and flexible work arrangements are designed to motivate and inspire our team members to build something special. MGO is a top CPA and advisory firm of 600+ professionals working remotely and in offices throughout the U.S. and India. Through frictionless digital tools, we address the local needs, and fuel the global ambitions, of clients in 97 countries. MGO is proud to be a "Best Place to Work" and is ranked as a leader by Accounting Today and Inside Public Accounting. Summary: Under supervision, the Experienced Associate performs intermediate level accounting functions related to tax specifications. You will be responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual work papers and working with tax software applications to complete tax returns for review. Core Responsibilities: * Complete assigned tasks / jobs * Learn the growth process (identify and communicate growth) * Identify and help solve engagement (job) technical issues, anomalies, non-routine items * Collaborate and communicate with client and team members in a professional manner * Actively sit and pass CPA examination Essential Functions: * Works with the tax team to prepare and learn to review individual high-net-woth (HNW) tax returns. * Provides timely, high quality client service that meets or exceeds client expectations. * Recognizes and informs senior management of opportunities to increase level and types of services to clients. * Ensures professional development through ongoing education and obtaining additional certifications as appropriate. * Handles routine client tax questions, and works with clients to collect necessary information for tax return completion and compliance. * Stays informed about Firm capabilities other than tax compliance area, and promotes these activities to clients when appropriate. * Completes research and special projects as needed. Minimum Qualifications: * Bachelor's degree with a major in accounting or related field required * CPA preferred. If not a CPA, must meet educational requirements to sit for the CPA exam as outlined by the Board of Accountancy in the state of your preferred office location * Minimum of 1 year of related experience, preferraby with HNW tax expertise, including individual, Estate, Gift, Trust, and pass through entity experience. * Previous experience in a public accounting firm preferred * Excellent customer service skills (internal and external) * Creative problem solving and research skills * Strong written and verbal communication and interpersonal skills * Able to work effectively both as part of a team and independently * Highly motivated and interested in taking the initiative for personal growth and development * Able to handle multiple priorities, tasks and simultaneous projects * Ability to travel to client locations which may include occasional overnight stays * Ability to work overtime as needed * Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook) * Success Factors: * Ability to perform several tasks concurrently with ease and professionalism. * Ability to communicate clearly and concisely, verbally and in writing, in English. * Must be able to keep client matters strictly confidential. * Must have excellent interpersonal skills and customer service skills. What's in it for you: * Work at the forefront: Our clients are culture shapers and mavericks breaking new ground in competitive and highly regulated industries. They expect us to deliver truly innovative solutions, built on sound accounting fundamentals, and a vision for the future. That is why we celebrate creative problem solving and seek team members with passion for what's next. * Culture rooted in human care: Our style of relationship development and service delivery is based on the MGO Way, 26 fundamentals that guide our workplace culture. With a focus on mutual trust, personal responsibility, and an inclusive mindset, we believe there is no limit to what we can accomplish together. * Where you can build something: As one of the fastest-growing firms in the nation, there is no end to the opportunities to shape a career you are passionate about. We appreciate an entrepreneurial spirit. Bring your passions, your energy and your ideas to build a meaningful experience for yourself and our clients. * Freedom to give your best: Because you know your goals and motivations, we offer flexible work arrangements, and a progressive time off policy that helps you achieve an optimal work/life balance. * Compensation you deserve: We are happy to fuel your passion with a competitive compensation and benefits package that rewards hard work and motivates you to go beyond. * Salary Range: $75,000 - $90,000

The Assurance Manager is responsible for supervising, directing, and reviewing the results through the delegation of tasks throughout the planning, field work and “wrap-up” stages of an Audit client engagement. In this role, the Assurance Manager is charged with marketing, networking, and business development within an area of expertise, as well as the responsibility of ensuring engagement profitability involving billings and collections. Traditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems. Job Duties: Control Environment: Applies 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 a broad 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 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 Monitors and communicates important professional, industry pronouncements Presents and discusses alternative 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 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 all necessary checklists to ensure their completeness and compliance with Firm and professional guidelines Ensures compliance with engagement independence requirements and consults internally as needed GAAS: Applies 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 a thorough 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 knowledge and application of BDO standards 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 comprehensive 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: Responsible for supervision of Associates and Senior Associates on all projects Review work prepared by 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 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: Five (5) 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: Sound GAAP and GAAS knowledge Familiarity with SEC and PCAOB reporting rules Possess proven solid 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 client development/relationship-building skills Possess solid decision-making skills Ability to resolve complex accounting issues Ability to be responsible for business development and marketing Ability to be responsible for engagement profitability including billings and collections 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: $120,000 - $140,000 Cleveland, Ohio Range: $95,000 - $125,000 Colorado Range: $95,000 - $120,000 Illinois Range: $100,000 - $125,000 Maryland Range: $105,000 - $125,000 Massachusetts Range: $105,000 - $115,000 Minnesota Range: $95,000 - $110,000 New Jersey Range: $104,000 - $112,000 NYC/Long Island/Westchester Range: $110,000 - $150,000 Washington Range: $95,000 - $115,000 Washington DC Range: $105,000 - $128,000

AUDIT ASSOCIATE The Opportunity PKF San Diego, a full-service CPA firm with 45 employees, is seeking to fill the position for an Audit Associate to join our growing team. This experienced individual will have the opportunity to work on audits and reviews of private and public companies, in addition to employee benefit plans of various sizes and industries. As an audit associate you will work directly with partners, collaborate with other audit staff, and communicate directly with clients. Required fieldwork will be mostly local, with the rare occasion of out-of-town travel. This is a great opportunity for someone looking to work with a tight-knit team and contribute to the growth and success of our firm. The ideal AUDIT ASSOCIATE will be a problem solver, quick-thinker, excited and willing to learn new skills, take on new challenges, and must possess a growth mindset. This is a great opportunity for an experienced professional looking to bring their skills to a supportive team. What You'll Do Participates in client engagement meetings to determine timelines and objectives of an audit. Performs audit, review, and compilation procedures for clients. Analyzes and prepares trial balances, complex financial statements and audit reports using audit software programs, Word, and Excel. Assists with financial analysis upon completion of fieldwork in an effort to improve client internal controls and accounting procedures. Assists in proofing financial statements and other accounting documents. Maintains awareness of general business trends and issues and applies that knowledge to client issues and solutions. Performs field work at client locations as necessary. Attends training seminars, professional development, and networking events. Your Skills + Experience Bachelor's (or advanced) degree in accounting. 1-2 years of audit experience in a public accounting firm. Basic understanding of U.S. GAAP and GAAS. Strong verbal and written communication skills. Strong work ethic and desire to learn. Ability to work both independently and as part of a team. Experienced with Excel and Word. Have or are working toward CPA certification. Additional Details Full time - In Office site is in Mission Valley, CA; Hybrid option available. Compensation $70,000 - $90,000 based on experience and qualifications Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k plus matching) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off and Company-wide Holidays Firm-sponsored activities (e.g. baseball & soccer games, holiday party, community service, etc.) Discretionary alternative work schedule in the summer Mentorship program Performance bonus program CPE and CPA renewal fees paid for Discounted rates for CPA review courses Bonus upon passing all four sections of CPA exam About PKF San Diego, LLP PKF San Diego, LLP is a full-service, public accounting firm, providing audit, tax, and consulting services to our clients. We are located in the Mission Valley area of San Diego and service companies throughout Southern California. We are a friendly, tight-knit team led by partners with decades of experience who work closely with our clients and employees. We prize our ability to build relationships with our clients, add value to their companies, and develop our team members. We are proud to be a recipient of a 2024 Best Places to Work distinction from the San Diego Business Journal, our 2 nd in consecutive years.

General Intro: At MGO we do a lot more than crunch numbers and prepare filings. Our approach leverages input from throughout our organization - giving everyone a voice and an opportunity to make an impact. Utilizing a state-of-the-art technology platform, we go beyond the numbers to provide invaluable financial and operational insight to a diverse array of dynamic clients - from enduring institutions to disruptive start-ups. By delivering strategic guidance with a personal touch, we are reshaping ideas of what a CPA firm is capable of - and give our professionals the support to self-determine the path their career takes. Look no further! MGO is looking to add Interns! Within the MGO Internship positions, you have the opportunity to try your hand at Assurance, Tax, Client Accounting Services and many other service lines MGO has to offer. Starting off this position would be performing day-to-day professional services functions for clients. Core Responsibilities: • Complete assigned tasks/jobs • Learn the growth process (identify and communicate growth) • Assist with in office scanning • Collaborate and communicate with client and team members in a professional manner Minimum Qualifications: • Pursuing an undergraduate or master's degree in accounting or equivalent experience in accounting with sufficient course work to achieve CPA certification • Proficient in MS Office applications • Good written and verbal communication skills • Ability to work a minimum 20 hours per week, options to extend internships into school semesters may be available Success Factors: • Ability to perform several tasks concurrently with ease and professionalism. • Ability to communicate clearly and concisely, verbally and in writing, in English. • Must be able to keep client matters strictly confidential. • Must have excellent interpersonal skills and customer service skills. Why work for MGO? MGO's professionals take a holistic, multi-disciplinary approach to accounting, financial and advisory services. Our teams collaborate across internal functions and service lines to build institutional knowledge, formulate insight, and deliver efficiencies that make a difference - not only in the marketplace, but in the lives of our clients and team members. That's why we value characteristics like teamwork, communication, creativity, and leadership when building our teams. We are growing fast and new opportunities emerge every day. If you're not afraid of pushing the status quo, MGO offers a supportive setting where you can take control of your career while still enjoying the mentorship to develop new skills in an environment where you thrive. Want to learn more? Complete an application and so our team can reach out to you directly!