Mergers & Acquisitions (M&A) Tax Senior Manager
Moss Adams job in San Francisco, CA
Mergers & Acquisitions (M&A) Tax Senior Manager (Job Number: 28371) Employee Status: Regular Schedule: Full Time Primary Location: Orange County, CA Other Locations: Pasadena, CA, New York, NY, Woodland Hills, CA, Spokane, WA, San Diego, CA, Denver, CO, Walnut Creek, CA, El Segundo, CA, Tacoma, WA, San Francisco, CA, Dallas, TX, Phoenix, AZ, Seattle, WA, Silicon Valley, CA, Portland, OR, Houston, TX Description At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges.
Introduction to the team
Our Mergers and Acquisitions practice works with owners and investors to help them ease their tax burden and quantify tax exposures in a wide range of transactions, including buy-side and sell-side, restructuring, taxable and tax-free transactions. We provide our clients with tax due diligence, tax structuring, quantitative tax modeling services, transaction agreement review and consultation and tax technical support.
Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.
Responsibilities:
Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries
Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A tax activities
Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members
Coordinate services as needed with other practice areas of the firm
Build relationships with existing clients, including involvement in networking and business development activities
Provide both leadership and supervision to Staff, Seniors and Managers
Qualifications:
Bachelor's degree with a major in accounting or related field required
Master's degree in Taxation or JD with LLM in taxation preferred
Minimum of 7 years of related experience
Previous experience in a public accounting or law firm preferred
CPA required. If not a CPA, must meet educational requirements to obtain CPA license upon hire in state of employment
Previous experience in tax due diligence and merger and acquisitions tax consulting preferred
Proven experience leading M&A tax services engagement teams at a large national professional services firm preferred
Proven market facing skills required to develop new business and sustain existing excellent client relationships
Minimum of 4 years of supervisory and training experience
Proven experience managing multiple client engagements
Strong project management and organizational skills
Excellent Microsoft Excel skills
Strong analytical, presentation and marketing skills required
Must be willing and able to travel to client locations up to 50%
Excellent interpersonal and verbal & written communication skills
Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *********************.
Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. Compensation Range: Washington State - $190,000 - $310,000
California State - $190,000 - $330,000
Colorado State - $190,000 - $310,000
New York State - $190,000 - $330,000
Auto-ApplySpecialty Tax Services Associate, Transfer Pricing - Summer 2026 (San Francisco)
San Francisco, CA job
The Tax Associate, Transfer Pricing works with a team of consulting economists to help multi-national companies correctly price their transactions between entities within their corporate group. This role assists with examining a variety of economic conditions and industry trends, evaluating clients' intercompany transactions and consulting with clients to set or substantiate prices charged between their related parties. The analysis of intercompany pricing is used to help companies with foreign and domestic tax regulations. The position requires not only strong analytical skills, but also exceptional writing and editing skills.
Job Duties:
Information Gathering
Assists in conducting client interviews to gather information on factors that can influence how inter-company transactions are priced. The interviews may collect information as follows:
Corporate structure
Division of functional responsibilities among affiliated companies within the corporate group
Distribution of risks among affiliated companies within the corporate group
Value drivers for profitability
Industry overview and competitive pressure
Historical context of current circumstances
Financial Analysis
Analyzes the evaluation of industry data and financial data from the client, which are collectively used to benchmark or document appropriate intercompany pricing policies
Performs additional financial analysis, such as the evaluation of market penetration scenarios or calculating the value of intangible property
Prepares project reports for clients, which include our approach, research, quantitative analysis and final results, these are used to document the extent to which a client's intercompany prices are in compliance with foreign and domestic tax regulations and present consulting advice
Prepares presentations that report to our client the results of analyses and recommendations
Report Writing
Writes industry overviews to provide a context for a company's current operating environment
Writes descriptive functional analyses that are included in transfer pricing reports and documents
Organizes and summarizes client provided information
Takes interview notes and prepares detailed summaries for team members
Proofreads and edits reports prior to delivering to clients
Writes technical memos that describe the analytical process
Additional duties:
Assist with preparation of internal and external presentations, research and training materials, and knowledge-sharing communications
Participates in practice improvement initiatives
Other duties as required
Supervisory Responsibilities:
N/A
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelors degree in Economics, Finance, Accounting, English or other relevant field of study required
Economics and Finance degrees strongly preferred
Experience:
Internship within a professional services firm preferred, but not necessary
Prior experience working within a transfer pricing practice preferred, but not necessary
License/Certifications:
N/A
Software:
Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word
Prior exposure to Go Systems, Bloomberg terminal, tax research databases (including Standard and Poor's or Moody's branded products) and/or other tax-related software is beneficial, but not required
Language:
N/A
Other Knowledge, Skills & Abilities:
Exceptional research and writing skills
Skilled in detailed reading, proofing and editing highly technical and descriptive material
Able to independently produce the initial drafts of project deliverables are written reports
Effective interpersonal skills and experience with presentations or public speaking
Ability to work collaboratively in small and large groups
Able to communicate directly with clients in a professional and confident manner
Strong analytical and basic research skills
Solid organizational skills especially ability to meet project deadlines with a focus on details
Capable of working in a deadline-driven environment and handle multiple projects simultaneously
Able to research taxation topics and communicate or compose written analysis effectively
Basic understanding of transfer pricing and the desire to learn more about the industry
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 - $120,000
Colorado Range: $78,000 - $120,000
Illinois Range: $80,000 - $100,000
Maryland Range: $85,000 - $100,000
Massachusetts Range: $85,000 - $120,000
Minnesota Range: $72,000 - $100,000
New Jersey Range: $80,000 - $100,000
NYC/Long Island/Westchester Range: $85,000 - $120,000
Washington Range: $78,000 - $120,000
Washington DC Range: $85,000 - $100,000
Auto-ApplyAssurance Experienced Associate
San Francisco, CA job
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
Auto-ApplyDirector, Model Risk Management
San Francisco, CA job
The Director, Valuation & Capital Markets Analytics (VCMA) - Quantitative Financial Advisory Solutions (QFAS), is responsible for leading and delivering complex Model Risk Management (MRM) engagements across the full project lifecycle-from proposal development through execution and completion. This role will oversee the management of MRM assignments, guide and develop team members, and ensure the highest quality of client service. In addition, the Director will contribute to business development initiatives, strengthen client relationships, and support appraisal and review activities that enhance the growth of the practice.
Job Duties:
Executes the office's business development plan in collaboration with the MRM team, building and maintaining relationships with key executives and stakeholders to support growth across business lines and industries
Leads and manage MRM services across a wide range of model families, including:
Credit Risk Models: CECL, Basel, CCAR, loss forecasting, and stress testing
Market & Balance Sheet Models: Valuation models and Asset Liability Management (ALM) models
Compliance & Monitoring Models: BSA/AML compliance and fraud detection
Oversees engagements from initiation to completion, including project setup, administrative coordination, team management, client communications, and presentations
Critically reviews model functionality, evaluating methodologies and assumptions, and documenting conclusions
Ensures quality controls, regulatory expectations, and BDO risk management procedures are consistently adhered to in all client deliverables
Actively participates in internal and external client meetings, contributing to project execution, knowledge sharing, and relationship building
Other duties as required
Supervisory Responsibilities:
Supervises the day-to-day workload of VCMA - QFAS staff on assigned engagements, reviewing work products for accuracy, completeness, and quality
Ensures staff are trained on relevant models, methodologies, and best practices to strengthen technical capabilities
Evaluates staff performance, provide constructive feedback, and assist in setting professional development goals and objectives
Delivers periodic feedback and complete formal performance evaluations in a timely manner
Serves as Career Advisor and mentor to designated staff, supporting career growth, professional development, and engagement within the practice
Qualifications, Knowledge, Skills, and Abilities:
Education:
Bachelor's degree, required
Master's degree and PhD, with a focus in Finance, Financial Engineering, Actuarial Science, Risk Management, Mathematics, Computer Science, Statistics, Economics, preferred
Experience:
Fifteen (15) or more years of experience within financial institution, finance regulators, independent advisory firms, banks, or other financial services firm, required
Experience with managing a team of model developers or validators, required; Head of model development department or model validation department, preferred
Experience in developing, validating or auditing a variety of models including but not limited to valuation models, CCAR/CCEL/BASEL loss forecasting, stress testing and other credit risk models, BSA/AML compliance models, Fraud, Asset Liability Management (ALM) models, etc., required
A combination of industry experience with hands on knowledge of different vendor models and advisory experience with proven track record of practice development, required
Expertise in understanding the model risk management regulatory landscape, such as SR 11-7, required
License/Certifications:
CFA, FRM, QRM, ASA or other valuation industry credentials, preferred
Software:
Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word, required
Prior experience with Capital IQ or Bloomberg, required
Prior experience with programming languages such Macro/VBA, R, Python, SAS, SQL, and other industry software, required
Other Knowledge, Skills, & Abilities:
Superior verbal and written communication skills
Superior analytical and research 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
Ability to work in a deadline-driven environment and handle multiple projects simultaneously
Ability to effectively manage a team of valuation professionals and delegate work assignments as needed
Capacity to build and maintain strong relationships with internal and client personnel
Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
Executive presence and ability to act as primary contact on assigned engagements
Ability to successfully interact with professionals at all levels
Ability for intermittent travel within the US and internationally
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: $260,000 - $300,000
Maryland Range: $260,000 - $300,000
NYC/Long Island/Westchester Range: $260,000 - $300,000
Auto-ApplyOffice Administrator
San Francisco, CA job
The Office Administrator is responsible for the overall management of the office administrative activities, including general administrative policies and procedures. This position executes decisions of the Firm, works with principals and business line leaders, and serves as the liaison between principals, staff, the local office and other offices within the Firm. The Office Administrator is charged with making all decisions regarding administrative issues within the location(s).
The work associated with this position is performed onsite at one or more BDO offices.
Job Duties:
Manages day-to-day operations of the facility, ensuring proper office functioning and maintaining relationships with local vendors and property management to resolve issues
Completes annual office budgets and monitor expenditures to ensure compliance with budget
Drives consistency by understanding and championing systems and processes for business lines, providing guidance to other offices, and partnering with National Real Estate for space management and logistics
Implements training programs for administrative staff, coordinates local purchasing and inventory control, and provides support to business lines as a primary or backup resource
Welcomes new employees, assists with onboarding processes, and partners with various teams to manage administrative support for activities such as events, proposals, and presentations
Other duties as required
Supervisory Responsibilities:
Supervises the day-to-day workload and oversight of administrative team members
Evaluates the performance of direct and indirect reports, provides performance feedback, as appropriate, and assists in the development of goals and objectives to enhance their professional development
Ensures administrative team members are trained on all relevant software, resources, and processes
Qualifications, Knowledge, Skills and Abilities:
Education:
High school diploma, GED, or equivalent, required
Bachelor's degree, preferred
Experience:
Two (2) or more years of management experience or five (5) or more years of administrative experience, required
Experience in a professional services firm, preferred
Prior project management experience, preferred
Prior administrative experience, preferred
Software:
Proficiency in Microsoft Office Suite, required
PeopleSoft, Oracle, or comparable enterprise resource planning (ERP) software experience, preferred
Adobe Acrobat experience, preferred
Other Knowledge, Skills & Abilities:
Committed to working onsite at one or more BDO offices
Superior written and verbal communication skills, including advanced knowledge of current grammar and punctuation standards allowing for proactive and successful interaction with various levels of management and firm personnel
Solid judgment and reasoning skills
Strong critical thinking skills to assess situations, apply knowledge and best practices to resolve issues
Strong management and delegation skills to effectively lead and direct administrative team
Ability to maintain a professional demeanor and level of patience when dealing with difficult situations
Ability to work in a deadline-driven environment while handling multiple projects and tasks simultaneously with a focus on details
Capable of successfully multi-tasking while working independently or within a group environment
Ability to conduct meetings, deliver presentations and speak in front of groups
Ability to demonstrate support for Firm goals, objectives and initiatives
Ability to have a proactive approach to problem-solving by providing effective solutions
Ability to generate and produce various reporting in software systems
Ability to manage high confidentiality information
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: $77,000 - $128,000
Colorado Range: $75,000 - $90,000
Maryland Range: $90,000 - $115,000
Minnesota Range: $75,000 - $90,000
NYC/Long Island/Westchester Range: $95,000 - $120,000
Washington Range: $85,000 - $95,000
Auto-ApplyChief Financial Officer
San Francisco, CA job
Job Description
Chief Financial Officer
Are you looking for that rare, career-defining opportunity to grow and scale an investor-aligned business, led by its founder? Are you excited to contribute in a fast paced, fun environment? Is working in an entrepreneurial company that is a leader in its industry something you find appealing? Do others see you as the person who not only sees the bold, big picture but can accomplish great things through others?
Our client, a PE-backed, category leader in the beverage industry, is rapidly expanding across the country. With strong financial support and an ambitious leadership team, we are building an efficient, scalable, and profitable distribution platform positioned to deliver significant shareholder returns.
How You'll Contribute
The Chief Financial Officer (CFO) will be a strategic and operational leader, partnering closely with the CEO, President, and Board to guide the company through its next growth phases. The ideal candidate combines executive presence with a hands-on, builder mentality, capable of designing scalable systems, providing data-driven insights, and leading a high-performing finance team. This role is well-suited for a strong finance executive who thrives in entrepreneurial, high-growth, and founder-led environments.
Strategic Finance & Leadership
Serve as a thought partner to the CEO and President on growth strategy, capital structure, and investment planning.
Lead development and execution of the company's 5-year financial roadmap, including scenario modeling, capital allocation, and risk management.
Drive board and investor reporting; collaborate closely with private equity sponsors to ensure transparency and alignment on key metrics and strategic initiatives.
Provide financial leadership on pricing strategy, margin optimization, and long-term value creation.
Operational Finance & Process Excellence
Oversee all core financial operations, including accounting, FP&A, AR/AP, treasury, and financial reporting.
Manage a timely and accurate monthly close process; ensure compliance with GAAP and tax regulations.
Implement scalable systems, controls, and reporting infrastructure to support rapid growth and cross-functional accountability.
Coordinate with external advisors on tax strategy, compliance, and audits.
Team Leadership & Cross-Functional Collaboration
Lead a lean, high-performance finance team.
Collaborate with operations, sales, procurement, and business development to align financial insights with performance and planning.
Foster a culture of ownership, transparency, and continuous improvement.
WHO YOU ARE:
10+ years of progressive finance and accounting experience, including 3-5+ years as CFO or SVP/VP Finance in a growth-stage business
Fluent in GAAP, tax compliance, and establishing/maintaining internal controls.
CPA and/or MBA strongly preferred.
Proven experience, with demonstrated success scaling finance teams, systems, and processes.
Track record of building strategic financial plans, pricing models, and capital management frameworks.
Comfortable interfacing with boards and investors; skilled at crafting clear, actionable insights from complex data.
Highly operational and detail-oriented, with the ability to think strategically and act decisively.
Excellent communicator and cross-functional collaborator.
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including internal equity, market data, the candidate's qualifications- including but not limited to specialty skills, prior relevant industry experience, relevant degrees or certifications (e.g., CPA, MBA). The salary range estimate below is inclusive of all departments within the company, and offered salaries may vary within the given range between departments. A reasonable estimate of the base salary range for this level is $225,000-275,000 annually, not including other competitive benefits.
Tax Experienced Senior, Core Tax Services
San Jose, CA job
A Tax Experienced Senior, Core Tax Services 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. In this role, the Tax Experienced Senior, Core Tax Services will act as the main client contact for general questions and information and may be charged with supervising and reviewing the work of Core Tax Services Associates.
Job Duties:
Tax Compliance:
* Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM")
* Manages projects by planning the tax process and the procedures to be performed with quality
* Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers
* Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues
* Meets internal deadlines to match the client expectations for timely delivery of service
* Identifies book-to-tax differences
* Manages projects by developing a budget; monitoring budget vs. actual; scheduling resources for project and identifying out-of-scope activity
Research:
* Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
* Applies most Firm and professional standards for preparation of WTA and tax returns
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
* Prepares provision workpapers and discusses with the appropriate team members
* Identify and discuss uncertain positions with team members
* Review & prepare footnote disclosures in compliance with 740-10-55
* Utilize and manage STS
* Drafts tax provision memorandums
* Communicates with Assurance counterparts to timely plan tax accrual reviews
Tax Consulting:
* Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes
* Identifies consulting opportunities to reduce client's tax liability
* Provides efficient and effective support for client consulting projects
* Gathers relevant information for controversy work, efficiently and effectively
* Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom
Strategy Development:
* Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
* May be required to prepare studies of tax implications and offers clients alternative courses of action
* Other duties as required
Supervisory Responsibilities:
* May supervise and manage the day-to-day work assignments of Core Tax Services Associates
* Provides verbal and written performance feedback to Core Tax Associates, as necessary
* Acts as mentor to Core Tax Services Associates
Qualifications, Knowledge, Skills and Abilities:
Education:
* Bachelors degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required
* Masters 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, preferred
* Industry expertise in one or more tax specialty, 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 with the Microsoft Office Suite, preferred
* Experience with tax research databases and tax compliance process software, preferred
Other Knowledge, Skills & Abilities:
* Solid verbal and written communication skills
* Able to follow instructions as directed by members of Tax Team
* Able to prepare simple tax returns
* Takes appropriate actions without being asked
* Seeks advice of appropriate superiors regarding issues, problems related to compliance
* Ability to effectively delegate work as needed
* Trains other team members
* Strong analytical, research and critical thinking skills
* Able to work well in a team environment
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: $85,500 - $104,500
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: $87,400 - $120,000
Washington DC Range: $105,000 - $117,000
Assurance Experienced Senior
San Francisco, CA job
The Assurance Experienced Senior will be responsible for coordinating the day-to-day "in-charge" duties of planning, fieldwork, and "wrap-up" to include the preparing of financial statements with disclosures, applying most areas of GAAP as necessary and documenting, validating, testing, and assessing various control systems. This position is also responsible for acting as the client contact for basic questions and information and may 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.
As Auditor in charge is responsible to the engagement manager for the day-to-day conduct of the audit work and in particular for ensuring that the field work is executed and completed as planned, in accordance with timetable, with Firm's policies and procedures and to budget
Applies knowledge of transactional flow and key transactional cycles to complete audit work
Documents, validates, and assesses effectiveness of internal control system
Determines and communicates improvements to client internal controls and accounting procedures
Supervise the work of audit staff and review workpapers and conclusions and explaining any shortcomings to them
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.
Understand and effectively communicate financial statement disclosure requirements to clients
Identifies and applies new pronouncements to client situations
Identifies, analyzes, and discusses alternative generally accepted accounting principles for the client, when necessary, with the Manager, Senior Manager and engagement partner
Identifies complex accounting issues and brings them to the attention of superiors for resolution
SEC and PCAOB
Applies knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles.
Reads and reviews clients' SEC filings, ensuring accuracy and completeness, and also ensuring all financial information is supported in the workpapers and appropriately tested
Prepares required communications to the Client and the Audit Committee
Plans and executes Section 404 internal control audit including obtaining an understanding of the control environment, designing test plans, evaluating deficiencies, and assessing the overall financial reporting control environment.
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.
Formulates and communicates the audit plan
Applies GAAS to a variety of complex issues and consults others as appropriate
Applies of audit skepticism and determines when to reduce or expand testing
Uses BDO audit manuals as appropriate for the situation
Documents deviations from BDO policy with approval
Look for opportunities to suggest improvement to company's internal controls and prepare draft communication required by professional standards.
Methodology
Applies knowledge and application of BDO standards that guide effective and efficient delivery of quality services and products.
Applies BDO audit approach and methodologies, including tools and technology, to execute the audit with quality, efficiency, and completeness despite pressures of deadlines
Identifies and proposes outcomes to critical issues
Research
Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on that information.
Applies knowledge of the use of internal and external research tools and selects methodology for routine research requests
Researches more complex areas of accounting and forms an initial opinion on the correct treatment independently and considers and documents the impact on the client and audit engagement
Documents and organizes complicated findings in a usable format, based on information obtained from Accounting Research Manager, BDO Assurance Manual, Yahoo Finance, etc.
Assist the engagement manager with gathering sufficient appropriate information about the business and information system, including the accounting system, to form an adequate basis for the preparation of the audit strategy
Project Management
Coordinate timing of planning, fieldwork, and review with audit team and client and assist engagement executives in developing the audit engagement budget and identify appropriate resources.
Develop the draft Audit Engagement Planning Memorandum, audit programs and budgets
Establish with the engagement manager the responsibilities of individual audit staff for specific areas of audit work
Monitor and report engagement budget to actual and advise engagement executives of possible overruns
Other duties as required
Supervisory Responsibilities:
Supervise a team of audit professionals ranging in size from 1 to 5
Provide verbal and written performance feedback to associates
Teach/coach associates to provide on the job learning
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, preferred
Experience:
Three (3) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required
Prior basic supervisory experience, preferred
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 Microsoft Office Suite, preferred
Experience with assurance applications and research tools, preferred
Language:
N/A
Other Knowledge, Skills & Abilities:
Possess proven solid verbal and written communication skills
Possess people development and delegation skills
Possess executive presence - needs to be able to be primary contact for the client
Ability to "in-charge" all stages of the audit, including planning, fieldwork, and "wrap-up"
Ability to perform the completion of an audit of a complex company
Ability to prepare and/or review financial statements with disclosures in accordance with GAAP requirements.
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: $95,000 - $135,000
Colorado Range: $80,000 - $105,000
Illinois Range: $85,000 - $100,000
Maryland Range: $92,000 - $110,000
Minnesota Range: $80,000 - $92,000
New Jersey Range: $96,000 - $103,000
NYC/Long Island/Westchester Range: $80,000 - $115,000
Ohio Range: $80,000 - $92,000
Washington Range: $85,000 - $105,000
Washington DC Range: $92,000 - $110,000
Auto-ApplyManaging Director, BDO Capital Advisors - Investment Banking
San Francisco, CA job
The Managing Director, BDO Capital Advisors advises clients through mergers and acquisitions, and strategic solutions that complement their vision. This role is responsible for driving business development through networking, with the goal of converting prospects to clients. The Managing Director oversees and executes transactions to ensure all deliverables are met appropriately and in a timely manner. Additionally, the Managing Director oversees the workload of the execution team and will act as a mentor for the staff. The person in this role must have an entrepreneurial and metrics driven mindset, focusing on the various goals of the department thereby delivering measurable revenue results.
Job Duties:
Executes buy-side and sell-side transaction advisory engagements, managing financial and business due diligence assistance for companies, and private equity or debt investors
Engages in business development activities by marketing services to both external clients and internal partners, developing client networks, and supporting efforts in developing and executing sales and marketing strategies
Networks with prospects to build revenue producing relationships
Analyzes client's data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions
Reviews transaction documents, providing insights to clients for negotiations
Identifies pre- and post-close business opportunities and enhances go-to market strategies
Commits to satisfying internal and external customers
Performs 100% of job duties in the office
Other duties as assigned
Supervisory Responsibilities:
Manages efforts of the team providing guidance with an apprenticeship approach
Directs the due diligence meetings, and drafts and reviews tailored due diligence reports specific to key issues
Manages and coordinates the approach of clients throughout the entire transaction process
Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery
Leads the day-to-day execution of transactions, including due diligence, valuation analysis, and the negotiation of contracts and other agreements
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's Degree in Accounting or Finance, required
MBA degree, required
Experience:
Ten (10) or more years of experience at an investment bank or similar corporate finance vertical, required
Experience at a middle market investment bank, preferred
Experience successfully managing and leading a team of vp's, associates and/or analysts both 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 in active pursuance of licensure, required
Software:
Proficient in the use of Microsoft Office Suite, required
Language:
N/A
Other Knowledge, Skills, & Abilities:
Strong business acumen, with analytical and problem-solving skills, as well as the ability to understand how business model decisions impact performance
Comfort with ambiguity and fluid client situations
Strong time management skills with the ability to multi-task and prioritize projects to meet simultaneous, multiple deadlines in a fast-paced environment
Advanced analytical and modeling skills with attention to detail
Excellent written and verbal communication with a polished/professional demeanor
Must be a team player with the ability to work cohesively with colleagues and clients
Self-motivated and work well under pressure with pro-active follow-up skills
Ability to travel for client meetings/events during regular work hours, evenings, and/or weekends
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: $225,000 - $300,000 Maryland Range: $225,000 - $300,000 NYC/Long Island/Westchester Range: $225,000 - $300,000
Auto-ApplyAccounting & Reporting Advisory Experienced Senior Associate
San Francisco, CA job
The Accounting & Reporting Advisory Experienced Senior Associate is responsible for understanding complex accounting and reporting matters and assisting companies with the proper application of accounting standards for both public and private companies. This role assists companies with the implementation of new accounting standards as well as other accounting and reporting related projects. This role also assists with training on accounting and reporting related matters both internal and external.
Job Duties:
* Applies technical knowledge to develop, administer and deliver training courses or presentation materials. Activities include:
* defining training goals
* supervising course development or updating, and evaluating courses
* facilitating training courses, and evaluating course/presentation effectiveness based on participant and presenter feedback
* Researches complex auditing and reporting problems, and communicates to clients in both written and verbal format
* Designs tools and templates for use on ARAS engagements
* Contribute to thought leadership pieces, conference calls and live presentations for clients and prospective clients
* Demonstrates thought leadership, and provides value-added insights in BDO's formal communications and in articles and speeches for external audiences
* Participates on professional committees
* Applies relevant GAAP, GAAS, SEC, PCAOB, other applicable or emerging regulations and standards and the BDO Code of Ethics and Professional Conduct with honesty and integrity
* Other duties as required
Supervisory Responsibilities:
* Provides verbal and written performance reviews to Assurance associates
Qualifications, Knowledge, Skills and Abilities:
Education:
* Bachelor's degree in Accounting, Finance, Marketing, or Economics, required; OR
* Bachelor's degree in other focus area AND CPA certification, required
* Master's in Accountancy, preferred
Experience:
* Three (3) or more years of experience in public accounting and/or relevant industry experience, required
* Supervisory experienced, preferred
License/Certifications:
* CPA certification, preferred
Software:
* Proficient in Microsoft Office suite, including Word, Excel, PowerPoint and Outlook, preferred
* Experience with accounting research databases, preferred
Language:
* N/A
Other Knowledge, Skills & Abilities:
* Solid understanding and proficiency of accounting standards and reporting requirements for public companies
* Strong leadership and management skills
* Superior written and verbal communication skills
* Advanced knowledge of GAAP and SEC
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: $95,000 - $110,000
Colorado Range: $95,000 - $110,000
NYC/Long Island/Westchester Range: $95,000 - $110,000
Washington Range: $95,000 - $110,000
Senior Analyst, BDO Capital Advisors
San Francisco, CA job
BDO Capital Advisors (BCA) is seeking a motivated Analyst with previous investment banking experience to join the firm's expanding practice in Richmond, Virginia. The ideal candidate will have a strong grasp of accounting, valuation, and modelling concepts and will possess strong written and verbal communication skills. The candidate will be expected to research prospective clients and their industries, assist in the creation of pitch materials, develop financial models and draft offering memoranda. The candidate will gain in-depth exposure to the financials and operations of companies in a wide range of industries and to the execution of investment banking transactions including mergers and acquisitions and private placements. At BCA, analysts actively participate in every phase of a client engagement and gain the skills to build a successful career in investment banking. BCA has a robust pipeline of prospective and active engagements and is seeking a candidate that can make an immediate impact.
BDO Capital Advisors, a wholly-owned affiliate of BDO USA, P.C., is a leading middle market investment bank that focuses on sell-side advisory, acquisition advisory, capital raising and board advisory services. The firm has deep industry knowledge, extensive cross-border transaction experience and best-in-class deal execution capabilities. BDO's investment bankers have collectively executed hundreds of transactions for clients including family-owned and entrepreneur-led companies, public corporations and leading private equity firms. BCA professionals leverage the full depth and breadth of BDO USA's resources and sourcing network, which includes 75+ offices and over 12,000 professionals across the United States. BCA is a FINRA/SIPC member firm.
The BCA team specializes in providing sell-side M&A advisory services to middle market clients with enterprise values between $25 million and $500 million. The firm has broad industry expertise having closed transactions across industries including the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources and Technology, Media & Telecom sectors.
BCA has reach with international buyers and insight into global M&A trends via the BDO International network, which has consistently ranked as a Top 10 global M&A middle market advisor by total deal volume. BDO International Corporate Finance operates in approximately 100 countries with over 2,000 professionals who provide investment banking services for clients across the globe.
Job Duties:
Supports the execution and the origination of M&A transactions
Develops financial models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses
Analyzes companies and industries and work directly with client management teams
Prepares pitch books, offering memoranda and management presentations
Organizes and manage responses to inquiries from potential investors as well as coordinate other diligence activities
Manages several projects concurrently
Other duties as required
Supervisory Responsibilities:
N/A
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree, required; focus in Finance, Accounting, or Economics, preferred
Experience:
One (1) or more years of investment banking, private equity or related financial services experience, preferred
License/Certifications:
FINRA Series 79 and 63 licenses (if not currently held, will be required shortly after hire), required
Software:
Proficient in of Microsoft Office Suite and research tools such as S&P CapitalIQ, FactSet, Bloomberg, and Intralinks, preferred
Languages:
N/A
Other Knowledge, Skills & Abilities:
Excellent verbal and written communication skills
Strong analytical and research skills
Solid organizational skills with exceptional attention to detail
Ability to successfully multitask while working independently or within a group
Ability to work in a deadline-driven environment and manage multiple projects simultaneously
Understanding of basic accounting and valuation methodologies
Ability to travel, as necessary
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $80,000 - $100,000 Maryland Range: $80,000 - $100,000 NYC/Long Island/Westchester Range: $80,000 - $100,000
Auto-ApplyManager, Core Tax Services - Corporate/ASC 740
San Jose, CA job
The Core Tax Services (“CTS”) Manager - ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. In this role, the Core Tax Services Manager is charged with applying knowledge to understand potential tax issues, and recognizing and communicating potential risks and potential changes in the tax policy.
Job Duties:
Tax Compliance
Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”)
Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
Communicates with issues identified in tax accrual review with Assurance clients
Plans and reviews the tax process and the procedures to be performed to include:
Budgeting and staffing
Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
Timely billing including management of identified out-of-scope activity and communication to client
Timely collection of A/R
Manages client relationships/expectations in accordance with the project
Provides advice to clients in a timely manner
Research
Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Identifies complex issues to be researched by engagement team and provides research methodology for efficient research processes
Trains managers/staff on research skills and helps to appropriately frame ASC 740 tax issues for analysis
Involves firm specialists, as appropriate
ASC 740 (fka FAS 109 and FIN 48) Tax Accruals
Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding ASC 740
Applies, correctly and proactively, ASC 740, and Firm policies, standards, and BDO TQM
Clearly and concisely explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740
Communicates with Assurance team to timely plan tax accrual reviews, including budget, scope and delivery dates
Reviews tax provisions- applies in depth knowledge of ASC 740
Reviews prepared workpapers
Utilizes and manages Specialized Tax Services (“STS”), as needed
Tax Consulting
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes
Considers the applicability of CTS and STS consulting specialties for each client
Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client
Serves as a technical resource
Ensures client service teams comply with Firm policy; regarding Written Tax Advice (“WTA”),
Provides effective assistance with exam support
Frames projects and issues for effective delegation to seniors and associates
Tax Specialization
Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits
May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists
May train and mentor managers/ seniors/associates on ASC 740
Strategy Development
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
Consistently makes suggestions as to how previous work products or approaches can be improved
May lead marketing campaigns, if applicable to role
Presents complex strategies to clients and prospective clients
Collaborates with the Firm's National Tax and Specialized Tax Services to deliver high-quality deliverables and/or analyses on ASC 740
Other duties as required
Supervisory Responsibilities:
Supervises Associates and Senior Associates on all projects
Reviews work prepared by Associates and Senior Associates and provide review comments
Trains Associates and Seniors how to use all current software tools
Acts as a Career Advisor to Associates and Senior Associates
Schedules and manages workload of Associates and Senior Associates
Provides verbal and written performance feedback to Associates and Senior Associates
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelors degree in Accounting or Taxation, required
Masters degree in Accounting or Taxation, preferred
Experience:
Five (5) or more years of prior experience, required
Experience in managing the process of preparing and auditing ASC740 computations for both privately held and publicly traded clients, required
Supervisory experience, required
Multinational client experience, preferred
License/Certifications:
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), required
Software:
Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, required
Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers, preferred
Other Knowledge, Skills & Abilities:
Superior verbal and written communication skills
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills as well as decision-making skills
Ability to work well in a team environment
Able to develop and manage a team of tax professionals
Ability to compose written tax advice
Ability to effectively develop and maintain client relationships
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $102,300 - $150,000
Colorado Range: $115,000 - $135,000
Illinois Range: $105,000 - $130,000
Maryland Range: $113,000 - $120,000
Massachusetts Range: $120,000 - $127,000
Minnesota Range: $90,000 - $120,000
New Jersey Range: $115,000 - $140,000
NYC/Long Island/Westchester Range: $125,000 - $160,000
Washington Range: $86,000 - $115,000
Washington DC Range: $120,000 - $140,000
Auto-ApplySoftware Engineering Manager
Sunnyvale, CA job
Calling all innovators - find your future at Fiserv.
We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
Job Title
Software Engineering Manager
About your role:
Join the high-growth Clover App Market Engineering team at Fiserv, where we are transforming financial services technology. Clover delivers an elegant end-to-end Point of Sale system that powers everything from small businesses to major venues, supporting millions of daily transactions. As the Manager, Software Development I, you will lead a talented team to design and implement innovative, scalable solutions for this critical payment ecosystem.
What you'll do:
Team Leadership: Lead and manage a team of software developers, providing clear direction and expert guidance to ensure the successful delivery of high-quality projects.
Technical Oversight: Oversee the design, development, and implementation of software applications, ensuring they are strategically aligned with Fiserv's goals.
Cross-Functional Collaboration: Collaborate effectively with cross-functional teams to gather business requirements and translate them into robust technical specifications.
Project Management & Risk: Monitor project progress, proactively identify technical risks, and implement effective mitigation strategies to ensure timely and on-budget delivery.
Mentorship & Development: Provide mentorship, coaching, and professional development opportunities to foster a talented, high-performing, and collaborative work environment.
Responsibilities listed are not intended to be all-inclusive and may be modified as necessary.
Experience you'll need to have:
6+ years of progressive experience in software development.
3+ years of experience leading and managing software development teams.
3+ years of experience in Java, Kotlin or similar programming languages.
3+ years of experience working with SQL databases.
3+ years of experience utilizing public cloud services (e.g., AWS, Azure, or GCP).
3+ years of experience implementing CI/CD pipelines and adhering to DevOps practices.
3+ years of experience operating within Agile methodologies (Scrum/Kanban).
6+ years of an equivalent combination of educational background, related experience, and/or military experience.
Experience that would be great to have:
Experience with MySQL or similar relational databases.
Experience with RESTful APIs callable by web application frameworks like React.
Building distributed, service oriented, microservices-style and cloud-based application architectures.
Related banking industry experience in platforms, banking applications, or online financial solutions.
How you'll work:
This role is on-site Monday through Friday. Fiserv considers in-person collaboration to be an essential part of this role as in-person office experiences help you with your overall onboarding experience and leads to stronger productivity.
This role requires use of a computer and audio equipment.
Benefits at Fiserv:
Fuel Your Life program to support your physical, financial, social, and emotional well-being
Paid holidays and generous time away policies
No-cost mental health support through Employee Assistance Programs
Living Proof program to recognize your peers' extra effort with points redeemable for rewards
Eight Employee Resource Groups to foster a collaborative culture and expand your network
·Unparalleled professional growth with training, development, and internal mobility opportunities
Medical, dental, vision, life, and disability insurance options available from day one
Retirement planning and discounted shares with the Employee Stock Purchase Plan
Tuition assistance and reimbursement program
Paid parental, caregiver, and military leave
#LI-SH2
Salary Range
$140,000.00 - $210,000.00
These pay ranges apply to employees in Sunnyvale, California. Pay ranges for employees in other states may differ.
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
For incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company's sole discretion.
Thank you for considering employment with Fiserv. Please:
Apply using your legal name
Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
Our commitment to Equal Opportunity:
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact *******************. Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information.
Note to agencies:
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
Warning about fake job posts:
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.
Auto-ApplyTax Experienced Senior, Core Tax Services
San Jose, CA job
A Tax Experienced Senior, Core Tax Services 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. In this role, the Tax Experienced Senior, Core Tax Services will act as the main client contact for general questions and information and may be charged with supervising and reviewing the work of Core Tax Services Associates.
Job Duties:
Tax Compliance:
Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”)
Manages projects by planning the tax process and the procedures to be performed with quality
Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers
Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues
Meets internal deadlines to match the client expectations for timely delivery of service
Identifies book-to-tax differences
Manages projects by developing a budget; monitoring budget vs. actual; scheduling resources for project and identifying out-of-scope activity
Research:
Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Applies most Firm and professional standards for preparation of WTA and tax returns
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
Prepares provision workpapers and discusses with the appropriate team members
Identify and discuss uncertain positions with team members
Review & prepare footnote disclosures in compliance with 740-10-55
Utilize and manage STS
Drafts tax provision memorandums
Communicates with Assurance counterparts to timely plan tax accrual reviews
Tax Consulting:
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes
Identifies consulting opportunities to reduce client's tax liability
Provides efficient and effective support for client consulting projects
Gathers relevant information for controversy work, efficiently and effectively
Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom
Strategy Development:
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
May be required to prepare studies of tax implications and offers clients alternative courses of action
Other duties as required
Supervisory Responsibilities:
May supervise and manage the day-to-day work assignments of Core Tax Services Associates
Provides verbal and written performance feedback to Core Tax Associates, as necessary
Acts as mentor to Core Tax Services Associates
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelors degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required
Masters 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, preferred
Industry expertise in one or more tax specialty, 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 with the Microsoft Office Suite, preferred
Experience with tax research databases and tax compliance process software, preferred
Other Knowledge, Skills & Abilities:
Solid verbal and written communication skills
Able to follow instructions as directed by members of Tax Team
Able to prepare simple tax returns
Takes appropriate actions without being asked
Seeks advice of appropriate superiors regarding issues, problems related to compliance
Ability to effectively delegate work as needed
Trains other team members
Strong analytical, research and critical thinking skills
Able to work well in a team environment
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: $85,500 - $104,500
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: $87,400 - $120,000
Washington DC Range: $105,000 - $117,000
Auto-ApplySpecialty Tax Services Intern, International Tax Services - Summer 2026 (San Francisco)
San Francisco, CA job
The Tax Intern, International Tax Services will utilize their educational background and organizational skills while taking direction from more experienced team members to become familiar with assisting in consulting with clients on cross-border tax matters. Responsibilities will include performing tax research and analysis of various international tax issues to assist in providing international tax advice and working with software applications to assist clients with tax reporting obligations for international operations.
Job Duties:
Tax Consulting
Assists with developing, recommending, and implementing critical thinking to provide clients with tax advice on international tax issues
Gains exposure to the development of work plans for all assigned clients
Learns about international tax law relevant to particular clients and how that law can be appropriately applied to client facts
Monitors tax law and client factual developments on a daily basis
Coordinates with BDO non-US colleagues in approximately 160 countries on how US tax rules align with foreign tax law to impact client transactions
Tax Specialization
Begins to develop an understanding of the technical and practical issues and opportunities regarding International taxation and explores specializing in one or more international tax areas
Research
Identifies when research is necessary and frames issue to be researched; identifies sources of all reliable and relevant information including information tending to contradict preferred positions; accesses those sources and retrieves that information; analyzes facts and authorities; understands their weight; and reports on analysis
Assists in preparing Written Tax Advice (WTA) on international tax and cross-border transactions
Tax Compliance
Assists in obtaining required client information to utilize in the preparation of international tax compliance forms and US international informational reporting
Begins to develop a basic level of understanding of tax compliance as evidenced by:
Ability to use Firm tax compliance software to maximize efficiency in tax preparation process
Understanding international tax compliance topics such as Subpart F income, Earnings and Profits adjustments and foreign tax credits and analyzing cross-border transactions for tax return impacts, including Section 351 and Section 304 transactions, liquidations under Sections 331 and 332, and reorganizations under Section 368
Tax Technology
Utilizes tax research databases such as RIA, BNA, Lexis Nexis
Utilizes Go Systems, and other tax-related software with some supervision
ASC 740-10 Begins to develop a basic understanding of ASC 740-10 as it applies to international tax issues.
Understands and applies Firm policies, standards, and the BDO Tax Quality Manual
Other duties as required
Supervisory Responsibilities:
N/A
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree, preferred
Enrolled in a Bachelors or Master's program in Accounting, Taxation or Master of Laws (LLM ) degree program other relevant field, required
Experience:
Leadership experience, preferred
License/Certifications:
J.D. or pursuing credits towards a CPA, preferred
Software:
Proficient in the use of Microsoft Office Suite, specifically Word, Excel and PowerPoint, preferred
Experience utilizing RIA, BNA, Lexis Nexis and/or Westlaw, preferred
Language:
N/A
Other Knowledge, Skills & Abilities:
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
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: $35.00/hr - $39.00/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: $38.00/hr - $42.00/hr
NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr
Ohio Range: $33.00/hr - $37.00/hr
Washington Range: $37.00/hr - $38.00/hr
Washington DC Range: $34.00/hr - $38.00/hr
Auto-ApplyDirector, Business Development - Healthcare
San Francisco, CA job
BDO is a global leader in professional services, offering innovative solutions in accounting, tax, and advisory services. BDO's Healthcare Management Consulting team partners with healthcare organizations to provide a strong combination of strategy, operations management, and digital solutions focused on helping provider organizations improve their ability to deliver high quality care, enhance the patient experience, and drive financial improvement.
The Business Development Director - Healthcare Consulting is responsible for driving growth and expanding BDO's footprint within the healthcare sector. This senior role focuses on identifying new business opportunities, cultivating strategic relationships, and collaborating with consulting teams to deliver tailored solutions to healthcare organizations.
Job Duties:
Develops and executes business development strategies to grow BDO's healthcare consulting practice.
Proactively identifies and engages potential clients through networking, cold calling, targeted email outreach, social selling, and prospecting of new opportunities
Conducts market research to identify trends, competitive positioning, and emerging opportunities
Qualifies leads by assessing their needs, decision-making processes, and alignment with BDO's solutions
Delivers presentations and ongoing thought leadership to clients and prospects
Represents BDO at conferences and webinars to expand market prominence, professional networks and promote service offerings
Develops and implements account and pursuit plans to strategically grow key relationships
Manages the sales pipeline, track deal progression, and maintain accurate CRM records
Leads account management efforts to ensure client satisfaction and retention
Tracks sales metrics to ensure sales targets are met or exceeded
Other duties as required
Qualifications, Knowledge, Skills, and Abilities:
Education:
Bachelor's degree, required; focus in Business, Healthcare Administration, or related field, preferred
Advanced degree, preferred
Experience:
Seven (7) years of business development experience, required; experience in healthcare consulting, professional services, or related industry, preferred
Experience leading cross-functional teams and collaborating in a matrixed environment, preferred
Software:
Proficient in the use of Microsoft Office Suite, required
Experience with client relationship management (CRM), required
Microsoft Dynamics, preferred
Other Knowledge, Skills & Abilities:
Ability to generate new business opportunities and manage complex sales cycles
Deep understanding of healthcare industry dynamics, regulations, and stakeholder needs
Knowledge in the development, management and execution of sales and BD planning, lead generation, pipeline management, account planning, sales strategy and development
Exceptional communication, negotiation, and relationship-building skills
Proficiency with CRM systems and business development tools
Ability to travel as needed for client meetings and industry events
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $150,000 - $180,000
Maryland Range: $150,000 - $180,000
NYC/Long Island/Westchester Range: $150,000 - $180,000
Auto-ApplyTax Senior, Core Tax Services - Corporate/ASC 740
San Jose, CA job
The Tax Senior, Core Tax Services 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. In this role, the Tax Senior, Core Tax Services may be charged with supervising and reviewing the work of Core Tax Services Associates.
Job Duties:
* Tax Compliance
* Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM").
* Manages projects by planning the tax process and the procedures to be performed with quality;
* Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers;
* Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues;
* Meets internal deadlines to match the client expectations for timely delivery of service;
* Identifies book-to-tax differences.
* Research
* Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.
* Applies most Firm and professional standards for preparation of WTA and tax returns.
* 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.
* Prepares provision workpapers and discusses with the appropriate team members;
* Identify and discuss uncertain positions with team members;
* Review & prepare footnote disclosures in compliance with 740-10-55.
* Tax Consulting
* Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes.
* Identifies consulting opportunities to reduce client's tax liability;
* Provides efficient and effective support for client consulting projects;
* Gathers relevant information for controversy work, efficiently and effectively;
* Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom.
* Strategy Development
* Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.
* May be required to prepare studies of tax implications and offers clients alternative courses of action.
* Other duties as required
Supervisory Responsibilities:
* May supervise and manage the day-to-day work assignments of Core Tax Services Associates
* Provides verbal and written performance feedback to Core Tax Associates, as necessary
* Acts as mentor to Core Tax Services Associates
Qualifications, Knowledge, Skills and Abilities:
Education:
* Bachelors degree in Accounting, Finance, Economics or Statistics required OR Bachelor's degree in other focus area and CPA certification required
* Masters in Accountancy or Taxation preferred
Experience:
* Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience preferred
* Industry expertise in one or more tax specialty 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 with the Microsoft Office Suite preferred
* Experience with tax research databases and tax compliance process software preferred
Language:
* N/A
Other Knowledge, Skills & Abilities:
* Solid verbal and written communication skills
* Able to follow instructions as directed by members of Tax Team
* Able to prepare simple tax returns
* Takes appropriate actions without being asked
* Seeks advice of appropriate superiors regarding issues, problems related to compliance
* Ability to effectively delegate work as needed
* Trains other team members
* Strong analytical, research and critical thinking skills
* Able to work well in a team environment
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: $84,000 - $110,000
Colorado Range: $80,000 - $85,000
Illinois Range: $80,000 - $93,000
Maryland Range: $90,000 - $94,000
Minnesota Range: $75,000 - $84,000
Massachusetts Range: $85,000 - $95,000
New Jersey Range: $82,000 - $112,000
NYC/Long Island/Westchester Range: $100,000 - $118,000
Washington Range: $81,900 - $91,400
Washington DC Range: $93,000 - $98,000
IT Director, Risk Advisory Services
San Francisco, CA job
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
Auto-ApplyTax Experienced Associate, Core Tax Services
San Jose, CA job
The Tax Experienced Associate, Core Tax Services is responsible for utilizing their educational background as well as communication and organizational skills by assisting with the preparation of tax returns and research. In this role, the Tax Experienced Associate, Core Tax Services will be charged with utilizing basic research skills and working with tax software applications to complete simple tax returns for review.
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”)
Applies understanding of client's unique set of circumstances, documentation, and/or other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure that the client is in full compliance, while keeping the client's tax and reporting burden's as low as possible
Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return
Utilizes Firm compliance software to maximize efficiency in tax prep process
Effectively teams with Senior on completion of project (follow-up with Open items list)
Documents all significant tax positions
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 prep and/or review 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
Applies knowledge of home state corporate, partnership and individual tax structure and filing requirements in completing assigned work
Effectively drafts clear and concise general memorandums and correspondence
Identifies potentially relevant tax issues or opportunities as part of the tax compliance process
Other duties as required
Supervisory Responsibilities:
N/A
Qualifications, Knowledge, Skills and Abilities
Education:
Bachelor's degree in accounting, Finance, Economics or Statistics OR Bachelor's degree in other focus area and CPA certification required (or Authorization to Test for the CPA exam, or equivalent documentation, prior to start date in your state of employment), required
Master's in accountancy or taxation, preferred
Experience:
One (1) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services 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 with the Microsoft Office Suite, preferred
Experience with tax research databases and tax compliance process software, preferred
Language:
N/A
Other Knowledge, Skills & Abilities:
Solid oral and written communication skills
Able to follow instructions as directed by members of Tax Team
Able to prepare simple tax returns
Takes appropriate actions without being asked
Seeks advice of appropriate superiors regarding issues, problems related to compliance
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: $80,000 - $88,000
Colorado Range: $71,500 - $72,000
Illinois Range: $74,000 - $80,000
Maryland Range: $85,500 - $88,000
Massachusetts Range: $86,500 - $89,000
Minnesota Range: $72,000 - $78,000
New Jersey Range: $77,000 - $92,000
NYC/Long Island/Westchester Range: $93,000 - $95,000
Washington Range: $71,400 - $83,400
Washington DC Range: $86,000 - $90,000
Auto-ApplyIT Audit Senior Manager, IS Assurance
San Jose, CA job
The Assurance Senior Manager, IS Assurance is responsible for acting as an IT audit technical resource to clients, as well as internal stakeholders (Assurance teams), in the resolution of complex and high-level tasks associated with the audit process. In this role, the Assurance Senior Manager, IS Assurance will lead teams in planning and performing IT risk and control work.
Job Duties:
Business Acumen
Applies knowledge of business functions, processes, and strategies to provide services, solutions, and advice that considers and improves the organization as evidenced by:
* Understands core business operations/structure of various businesses
* Demonstrates advanced knowledge of business issues, trends, and industry economics
* Identifies and discusses key financial and non-financial performance measures
* Demonstrates ease with client communications
Risk and Controls Focus
Applies advanced knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by:
* Identifies and considers all applicable policies, laws, rules, and regulations of the firm, regulators, or other authoritative bodies
* Identifies and makes constructive suggestions to improve client internal controls and accounting procedures
* Ensures proper documentation of the clients' internal control system
* Ensures proper documentation of the clients' business and IT processes and controls and tests key controls in a variety of industries
* Supervises the work of the team and reviews workpapers and conclusions during audit field work
* Provides on-the-job-training to the engagement team during field work
* Identifies and prioritizes key risks, and assesses their impact and likelihood of occurrence
* Communicates to the client areas to improve processes, strengthen controls, mitigate risks, and/or increase efficiency
* Develops and maintains relationships with client personnel and management
* Ensures technology is appropriately integrated into the process
Professional Competence
Applies advanced knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement by:
* Develops and applies an advanced knowledge of auditing theory, a sense of audit skepticism, and the use of BDO audit manuals
* Applies auditing theory to various client situations
* Identifies complex issues, including deviations, and forms a resolution, seeking the counsel of BDO technical experts as needed
* Applies knowledge to identify instances where testing may be reduced or expanded and provides counsel to the members of the audit team
Methodology
Applies advanced knowledge and application of BDO standards to guide effective and efficient delivery of quality services and products by:
* Conducts detailed reviews to help ensure audits are 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
Other
Applies advanced knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by:
* Plans and executes IT audits, including obtaining an understanding of the control environment, designs test plans, evaluates deficiencies, and assesses the overall financial reporting control environment
* Reads and reviews clients' information and control documentation, ensuring accuracy and completeness, and ensures that all supporting information is documented in the workpapers and through appropriate testing
* Prepares required communications to the client and the Audit Committee, as applicable
* Recognizes and applies new pronouncements to client situations
* Identifies, analyzes, and discusses alternative principles with the Manager, Senior Manager and engagement partner and the client, as needed
* Identifies complex issues and brings them to the attention of the team and management where necessary for resolution
* Coaches less experienced team members in new areas
Supervisory Responsibilities:
* Sets the tone for teamwork by supporting others in their work and delivers on commitments made to team members and clients
* Supervises managers and senior associates on all projects
* Reviews work prepared by managers and senior associates and provides review comments
* Acts as a Career Advisor to managers and senior associates
* Schedules and manages workload of senior associates and associates
* Provides verbal and written performance feedback to managers and senior associates
* Teaches/coaches managers and senior associates to provide on-the-job learning
Qualifications, Knowledge, Skills and Abilities:
Education:
* Bachelor's degree, required; focus in Business Administration, Accounting, Computer Science, or Information systems, preferred
* Master's degree in Information Systems, preferred
Experience:
* Eight (8) or more years of experience of IT audit, information systems and operational auditing experience, required
* Experience performing general and application control reviews, required
* Experience with performing review of and testing around third-party attestation (SOC) reports, preferred
* Experience working within a public accounting and internal auditing environment, preferred
License/Certifications:
* CPA, CISA, CISM, CRISC, CGEIT, CISSP and/or CFE certification, required
Software:
* Proficient in the use of Microsoft Office Suite, required
* Exposure to various industry ERP applications, highly preferred
Language:
* N/A
Other Knowledge, Skills & Abilities:
* Excellent verbal and written communication skills
* Strong analytical and basic research skills
* Solid organizational skills especially ability to meet project deadlines with a focus on details
* Ability to successfully multi-task while working independently or within a group environment
* Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
* Ability to effectively manage a team of professionals and delegate work assignments as needed
* Build and maintain strong relationships with client personnel
* Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
* Executive presence and ability to act as primary contact on assigned engagements
* Ability to successfully interact with professionals at all levels
* Advanced knowledge of internal controls
* Ability to travel up to 30%
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $150,000 - $205,000
NYC/Long Island/Westchester Range: $150,000 - $220,000