2026 Staff Accountant Intern - Petaluma
Novogradac & Co. LLP job in Petaluma, CA
Dare to bring your unique perspective? At Novogradac, we value individuals who bring unique perspectives and bold ideas. If you're eager to contribute to an inclusive, innovative environment where your personal and professional growth is encouraged and supported, we invite you to explore this exciting opportunity with us. Novogradac is hiring Staff Accountant Interns to explore our firm for busy season 2026 (January 2026 through the end of March 2026).
Position Summary
This distinct internship program is designed to expose the future leaders of public accounting not only to our partners, but also to our business and how we empower our clients' businesses. Our trendsetting interns learn hands-on what it takes to be a staff accountant for a growing national CPA firm by tackling a variety of different assignments, including audit, tax preparation and research. Novogradac believes in giving our interns a real-life business experience and compensating you well while you're here. Some positions at Novogradac may be open to remote or hybrid work arrangements depending on business needs. Please discuss available options with your recruiter.
Your Contributions and Responsibilities
* Complete tax and/or audit engagements for designated clients as directed by your Supervisor or Manager
* Identify and communicate potential problem areas during engagements
* Conduct business-specific research - gather and analyze data, interpret results, compile reports and make recommendations to principals and partners
* Develop effective client relationships through professionalism and follow-through
* Other duties and projects as assigned
Your Background and Skills
* Working toward a Bachelor's degree, preferably in accounting or finance (obtained degree is a plus), and/or appropriate balance of education and work experience
* GPA of 3.20 or higher
* Preferred completion of at least one Intermediate Accounting course and preferably on track or already qualified to sit for the CPA examination
* Exhibit a basic understanding of accounting and tax rules
* Excellent verbal and written communication skills
* Perform work accurately and in a time-efficient manner with strong attention to detail, organization and follow-through
* Ability to work under close supervision and accept constructive feedback, making adjustments as directed
* Ability to work collaboratively and foster a productive, team-oriented environment with both colleagues and clients
* Strong computer skills, including solid skill in the Microsoft Office suite (particularly Word & Excel) and report writing tools
Why work with us?
Novogradac is committed to fostering a welcoming workplace where all employees feel valued and empowered to grow. We believe in offering a supportive, balanced work environment that encourages professional growth and work-life integration.
We are proud to offer:
* Competitive salaries with continuous review of market conditions
* Flexible working hours and work arrangements
* Remote and hybrid opportunities
* Inclusive workplace, providing strong professional growth and development opportunities
The benefits of joining our team
* Strong growth opportunities
* Strong emphasis on quality work-life integration
* Dress for your day policy
* Resources of a national firm
* Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment
* Compensation: $29/hr
Don't Meet Every Single Qualification?
After reviewing this job posting, are you hesitating to apply because you don't meet all the listed requirements? At Novogradac, we are dedicated to building a workplace supported by unique perspectives and experiences, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply.
You may still be the right candidate for this or one of our other roles.
Get to know us better!
We're Novogradac, a national certified public accounting and consulting firm headquartered in San Francisco. Founded in 1989, the allied group of Novogradac companies has grown to more than 800 employees and partners with more than 25 offices throughout the country.
Novogradac is one of the nation's top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development. Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields.
Ready to learn more?
This is a paid internship. To be considered for this position, interested candidates MUST apply via our company website: *******************************
Commitment to Inclusion
Novogradac is committed to ensuring a fair and inclusive recruitment process, making reasonable accommodations to individuals with disabilities or special needs throughout the application process. We encourage applicants from all backgrounds, identities, and experiences to apply, as we believe that unique perspectives strengthen our ability to achieve excellence.
At Novogradac, we offer a variety of Employee Resource Groups and Affinity Groups to provide all employees with opportunities to connect, collaborate, and support one another in the workplace.
Novogradac and Company LLP is an equal opportunity employer. Novogradac's culture is centered on education, acceptance, innovation and opportunity. We value diversity and respect the different perspectives that each of our employees bring to Novogradac no matter their age, race, religion, gender identity or sexual orientation. We are committed to creating an equitable and inclusive workplace for our entire workforce.
By submitting an application with us, you are providing Novogradac with personal information. More information on how we use your personal information may be found in our Privacy Notice at Collection.
2026 Staff Accountant Intern - San Francisco
Novogradac & Co. LLP job in San Francisco, CA
Dare to bring your unique perspective? At Novogradac, we value individuals who bring unique perspectives and bold ideas. If you're eager to contribute to an inclusive, innovative environment where your personal and professional growth is encouraged and supported, we invite you to explore this exciting opportunity with us. Novogradac is hiring Staff Accountant Interns to explore our firm for busy season 2026 (January 2026 through the end of March 2026).
Position Summary
This distinct internship program is designed to expose the future leaders of public accounting not only to our partners, but also to our business and how we empower our clients' businesses. Our trendsetting interns learn hands-on what it takes to be a staff accountant for a growing national CPA firm by tackling a variety of different assignments, including audit, tax preparation and research. Novogradac believes in giving our interns a real-life business experience and compensating you well while you're here. Some positions at Novogradac may be open to remote or hybrid work arrangements depending on business needs. Please discuss available options with your recruiter.
Your Contributions and Responsibilities
* Complete tax and/or audit engagements for designated clients as directed by your Supervisor or Manager
* Identify and communicate potential problem areas during engagements
* Conduct business-specific research - gather and analyze data, interpret results, compile reports and make recommendations to principals and partners
* Develop effective client relationships through professionalism and follow-through
* Other duties and projects as assigned
Your Background and Skills
* Working toward a Bachelor's degree, preferably in accounting or finance (obtained degree is a plus), and/or appropriate balance of education and work experience
* GPA of 3.20 or higher
* Preferred completion of at least one Intermediate Accounting course and preferably on track or already qualified to sit for the CPA examination
* Exhibit a basic understanding of accounting and tax rules
* Excellent verbal and written communication skills
* Perform work accurately and in a time-efficient manner with strong attention to detail, organization and follow-through
* Ability to work under close supervision and accept constructive feedback, making adjustments as directed
* Ability to work collaboratively and foster a productive, team-oriented environment with both colleagues and clients
* Strong computer skills, including solid skill in the Microsoft Office suite (particularly Word & Excel) and report writing tools
Why work with us?
Novogradac is committed to fostering a welcoming workplace where all employees feel valued and empowered to grow. We believe in offering a supportive, balanced work environment that encourages professional growth and work-life integration.
We are proud to offer:
* Competitive salaries with continuous review of market conditions
* Flexible working hours and work arrangements
* Remote and hybrid opportunities
* Inclusive workplace, providing strong professional growth and development opportunities
The benefits of joining our team
* Strong growth opportunities
* Strong emphasis on quality work-life integration
* Dress for your day policy
* Resources of a national firm
* Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment
* Compensation: $31/hr
Don't Meet Every Single Qualification?
After reviewing this job posting, are you hesitating to apply because you don't meet all the listed requirements? At Novogradac, we are dedicated to building a workplace supported by unique perspectives and experiences, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply.
You may still be the right candidate for this or one of our other roles.
Get to know us better!
We're Novogradac, a national certified public accounting and consulting firm headquartered in San Francisco. Founded in 1989, the allied group of Novogradac companies has grown to more than 800 employees and partners with more than 25 offices throughout the country.
Novogradac is one of the nation's top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development. Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields.
Ready to learn more?
This is a paid internship. To be considered for this position, interested candidates MUST apply via our company website: *******************************
Commitment to Inclusion
Novogradac is committed to ensuring a fair and inclusive recruitment process, making reasonable accommodations to individuals with disabilities or special needs throughout the application process. We encourage applicants from all backgrounds, identities, and experiences to apply, as we believe that unique perspectives strengthen our ability to achieve excellence.
At Novogradac, we offer a variety of Employee Resource Groups and Affinity Groups to provide all employees with opportunities to connect, collaborate, and support one another in the workplace.
Novogradac and Company LLP is an equal opportunity employer. Novogradac's culture is centered on education, acceptance, innovation and opportunity. We value diversity and respect the different perspectives that each of our employees bring to Novogradac no matter their age, race, religion, gender identity or sexual orientation. We are committed to creating an equitable and inclusive workplace for our entire workforce.
By submitting an application with us, you are providing Novogradac with personal information. More information on how we use your personal information may be found in our Privacy Notice at Collection.
Executive Assistant, Litigation
San Francisco, CA job
About us:
Gursey | Schneider LLP is a Top 100 Firm and a 10-time recipient of Inside Public Accounting's Best of the Best Firms, with over 40 years of success in the market. Our firm consists of over 200 accounting professionals and our talented people consistently drive the success of our business through thoughtful strategy and creative problem-solving.
Auto-ApplyHigh Net Worth Tax Principal
San Francisco, CA job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" high net worth tax expert?
Are you inspired to lead a practice, lead people and make a difference for your clients?
If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal! Our private wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners. We help company executives, business owners, affluent families and family offices, estates and trusts in managing, preserving and transitioning wealth. Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services.
You will work side-by-side with firm leadership and will be a valued mentor and coach to a group of talented staff. BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field.
What you will do:
Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities:
Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns
Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping tax
Advise and make recommendations to clients on business succession planning
Build on technical competence by keeping up-to-date on trends, developments and technical authorities - applying them to complex situations
Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue
Invest in your professional development individually and through participation in firm wide learning and development programs
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Enjoy friendships, social activities and team outings that encourage a work-life balance
Successful candidates will have:
An undergraduate degree in accounting or law required
CPA or JD required
Experience as a leader in a public accounting firm in the Tax space
Ten (10)+ years' experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses. This includes strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities, partnership taxation and corporate taxation
Six (6)+ years supervisory experience, mentoring and counseling associates
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Eligibility to work in the U.S., without sponsorship, highly preferred
Auto-ApplyOffice Services Assistant, Temporary
Walnut Creek, CA job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
The Office Services Assistant provides general clerical and administrative office support assisting in daily office and operational needs of the business. Works closely with the Office Services Manager on a daily basis to ensure an organized office and assists associates to optimize processes and administrative business needs. This is a temporary role starting on February 16, 2026 through April 16, 2026.
Sorts and delivers incoming, and outgoing mail, including accounts receivable bank drops
File, fax, scan, print and assemble documents. Assist with entering office expenses (fed ex, messenger services, invoices)
Possible travel -package pick-ups and drop-offs via USPS, UPS, and FedEx and food orders as needed
Provide reception coverage. Greet clients, answer office phones, receive and deliver documents to clients.
Ensure training rooms and conference rooms and over all office space is clean and organized. Assist in the set up or breaking down of tables, furniture, etc.
Schedule meetings and appointments. Schedule and prepare conference rooms. Assist with onboarding tasks and workspace readiness
Orders and stocks office supplies, stationary and breakroom supplies (coffee, soda, snacks)
Additional responsibilities as needed
Qualifications
High School Diploma required
1 to 3 years relevant experience required
Proficiency in Microsoft Office suite
Experience with office machines, including facsimile, high speed copier, multi-line phone and 10 key calculator preferred
Excellent customer service and client focused skills
Excellent organizational skills and ability to manage through competing priorities
Detail orientated and ability follow directions/procedures required, as well as prioritize calls and visitors
Ability to work independently to follow directions and procedures
Ability to work overtime and weekends as needed
Capable of safely lifting up to 25 lbs as needed
The compensation range for this role is $18.00 to $34.10. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Auto-ApplyTransaction Services Senior
San Francisco, CA job
Transaction Services Senior (Job Number: 28394) 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, El Segundo, CA, Tacoma, WA, San Francisco, CA, Everett, WA, Dallas, TX, Phoenix, AZ, Yakima, WA, 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.
Members of our Transaction Services group will 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 activities. Members will routinely work directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries.
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 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 and Seniors
Qualifications:
Bachelor's degree with a major in accounting or related field required, CPA preferred
Minimum of 2 years of related experience required
Experience in a Transaction Services or in Assurance/External Audit in a professional services firm is preferred
Must have the ability to analyze complex business and transaction situations
Must have the ability to work on multiple engagements simultaneously and learn new business quickly
Strong project management/organizational skills; able to effectively prioritize assignments and competing deadlines in a fast paced environment
Strong verbal and written communication skills including the ability to effectively present to large or small groups
Self-directed professional with strong interpersonal skills and marketing abilities required
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint) with strong Excel skills
Ability to travel as needed, approximately 15%
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 - $96,000 -$120,000
California State - $102,000 -$135,000
Colorado State - $96,000 -$110,000
New York State - $96,000 -$125,000
Auto-ApplyTax Director, NorCal Corporate Tax
Walnut Creek, CA job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Tax Director Responsibilities
Are you interested in joining one of the fastest growing public accounting firms?
Would you like the ability to focus on one industry sector and further become an expert for your clients?
If yes, consider joining Baker Tilly (BT) as a Tax Director with the NorCal Corporate Tax team! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You'll enjoy this role if:
You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow
What you will do:
Be a trusted member of the engagement team providing various corporate tax compliance and consulting services to industry specific clients:
Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational
Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740
Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration
Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas
Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue
Invest in your professional development individually and through participation in firm wide learning and development programs
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
Successful candidates will have:
Bachelor's degree in accounting or law, or a similar degree in business, master's or advanced degree desirable
CPA or JD required
Eight (8) + years' experience providing federal tax compliance and consulting services in a professional services firm
Five (5)+ years' of supervisory experience, mentoring and counseling associates
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
Corporate Tax DirectorResponsibilities
Are you interested in joining one of the fastest growing public accounting firms, and work with corporate clients?
If yes, consider joining Baker Tilly (BT) as a Corporate Tax Director! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to midmarket and large corporate clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You'll enjoy this role if:
You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow
What you will do:
Be a trusted member of the engagement team providing various corporate tax compliance and consulting services to industry specific clients:
Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational
Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC 740
Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration
Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas
Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue
Invest in your professional development individually and through participation in firm wide learning and development programs
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
Successful candidates will have:
Bachelor's degree in accounting or law, or a similar degree in business, master's or advanced degree desirable
CPA or JD required
Eight (8)+ years' experience providing corporate tax compliance and consulting services in a professional services firm, including ASC 740 provision experience
Five (5)+ years' of supervisory experience, mentoring and counseling associates
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
The compensation range for this role is $191,260 to $362,600. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
#LI-MS1
#LI-hybrid
Auto-ApplyEHS & Quality Specialist
Fairfield, CA job
Overview & Responsibilities
Purpose of the Job:
We are seeking a detail-oriented and proactive Environmental, Health, Safety & Quality Specialist to support and enhance our workplace programs. The ideal candidate will be responsible for ensuring Ebara Elliott Energy EHS&Q standards, processes and procedures are fully implemented. Ensuring local legislative requirements are maintained, increasing EHS&Q awareness, developing a positive EHS&Q culture and establishing a safe working environment across all operational and non-operational areas. Trains and implements all applicable EHS&Q processes and systems.
Specific Job Responsibilities / Competencies:
Coaches and influences site leadership and workforce performance as it affects EHS&Q issues and drives improvements in line with Group / Region KPIs
Collates and presents accurate EHS&Q statistical information, identifies hazards and provides general advice on practical risk mitigation measures
Provides EHS&Q training and has an understanding of contemporary behavioral based safety programs
Ensures EHS&Q manuals, systems, policies, procedures and programs are utilized and understood by employees / contract personnel
Act as focal point for the facility's ISO 9001 certification - able to explain major policy and legislation, and their implications for the business, its products and services
Conducts internal EHS&Q audits to ensure the robustness of policies and procedures - able to evaluate all non-conformances to determine the proper path forward
Ensure accurate and timely submittal of Non-Conformance Reports and Quality Action Requests
Supports incident investigations, supports EHS incident and injury reporting
Ensures formal / informal risk assessments are conducted for all hazardous tasks
Supports medical surveillance for employees exposed to occupational hazards
Collect and maintain environmental manifests, ensuring proper documentation and compliance with waste disposal regulations
Support the site Safety Teams Program, fostering collaboration and continuous improvement
Site representative in partnership with the facility manager for the regional Central Safety Committee
Manage and maintain the calibration program for the facility
Monitor and communicate scrap and rework costs to minimize the cost of quality for the facility
Supports efforts in emergency situations
Performs any other EHS&Q duties as directed by the business
Essential Expertise, Skills, and Qualifications:
A strong grasp of safety and environmental regulations: Understand local and OSHA requirements and can confidently interpret and apply EHS&Q laws to keep us compliant.
Proven safety experience: Hold a recognized qualification in Occupational Safety & Health with at least two years of full-time experience preventing workplace injuries and illnesses.
Environmental management knowledge: Have a recognized qualification in environmental management or equivalent, and you can explain how environmental policies and laws impact a business and its offerings.
Skilled trainer and culture champion: Comfortable delivering engaging safety training and have experience supporting modern, behavior-based safety programs to foster a positive safety culture across the site.
Collaborative leader: Excel at working within diverse teams and across different departments (even outside our company, with customers and regulators!) to achieve common goals. Your strong leadership and people skills allow you to influence and motivate others effectively.
Clear communicator: Excellent written and verbal communication skills, whether you're interpreting technical EHS&Q documents or sharing general safety information. You're great at driving a positive EHS&Q culture.
Audit and investigation leader: Auditor with at least two years of experience conducting EHS audits and ensuring actions are completed. You're also a Certified Investigator with two years of experience supporting incident investigations and reporting.
Quality management understanding: Possess a quality management qualification and can explain how quality policies and laws impact a business and its products/services.
Education:
Degree in Occupational Health & Safety, Environmental Science, or a related field (or equivalent experience).
Recognized qualification in OSH or equivalent - (i.e. NEBOSH IGC, CSP, ASP / Diploma in Industrial Safety) with 2 years full time experience.
Recognized qualification in environmental management with 2 years full time experience.
The expected compensation range for this position is between $75,000 to $104,000 / year based on experience and qualifications. Additional benefits include health care, vision, dental, retirement, vacation, sick leave, etc.
Equal Employment Opportunity
Ebara Elliott Energy is an equal employment opportunity/affirmative action employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, marital status, genetic information, disability, veteran status, or any other characteristic protected by the federal, state or local laws of the United States. Applicants and employees are protected under U.S. federal law from discrimination. To learn more,
click here
.
To learn more about our Job Applicant Privacy Notice, please
click here
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No agency submissions please. NOTE: Resumes submitted to any Ebara Elliott Energy employee without a current, signed and valid contract in place with the Ebara Elliott Energy recruiting team will become the property of Ebara Elliott Energy and no search fees will be paid.
Auto-ApplySenior Manager, SALT (Income/Franchise)
San Francisco, CA job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a State & Local Tax Senior Manager (Income Franchise) to join our growing State & Local Tax (SALT) practice!
Our SALT practice is made up of 40+ professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Unclaimed Property and Voluntary Disclosure & Remediation by industry needs. As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow.
You will enjoy this role if:
You like working directly with CFO's & owners of middle market clients and SALT leaders of Fortune 500 clients to help them solve their most complex state & local tax challenges.
You want to continue to expand your leadership experiences and hone your consulting skills as a comprehensive SALT professional in areas such as, sales tax nexus, research projects, ruling requests, process review, reverse audit, credits & incentives and property tax. Most of your work will be consulting focused!
You crave a leadership opportunity to help build a fast growing, entrepreneurial State & Local tax practice who is also down-to-earth and thrives in collaboration.
You want to be part of firm that values specialty tax practices and is invested in your success, providing the resources and support for you to grow now, for tomorrow.
What you'll do:
Be a trusted advisor to middle market and Fortune 500 clients by providing strategic state and local tax consulting services that lower their tax rates, ensure they are in compliance and provide value across the spectrum of state and local taxes. This includes:
Manage multi-disciplinary, multi-state reviews that analyze income, franchise, sales and use, payroll, valorem taxes, and others to identify optimal filing options, exemptions, credits and incentives and corporate structures that can reduce the client's tax burden
Research state tax issues including nexus determinations, taxability analyses and quantification of potential liabilities
Counsel clients on state and local tax controversies, including research, drafting client correspondence, prepare ruling requests and providing guidance in defending against state audits
Plan and execute tax projects requiring a wide scope of expertise, including due diligence and voluntary disclosure projects
Prepare technical memoranda on state and local tax issues for individuals, corporations, partnerships and LLCs
Maintain active communication with clients and make recommendations for business and process improvements, manage expectations and enhance value
Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
Invest in your professional development individually and through participation in firm wide learning and development programs
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Qualifications
Bachelor's degree in Accounting, Finance or related field required; Masters or advanced degree preferred
CPA, CMI or JD/LLM required
Eight (8) + year(s) experience in state and local tax, professional services firm experience preferred
Five (5)+ year(s) of supervisory experience, mentoring and counseling associates desired
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Eligibility to work in the U.S., without sponsorship, highly preferred
For California, Colorado, New York and Washington: The compensation range for this role is $134,530 to $255,070. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Auto-ApplySenior Associate, Private Wealth
Walnut Creek, CA job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Are you interested in joining one of the fastest growing public accounting firms?
Would you like the ability to focus on one industry sector and further become an expert for your clients?
If yes, consider joining Baker Tilly (BT) as a Private Wealth Tax Senior Associate! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to individual and flow-through clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow
What you will do:
Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients:
Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies
Participate in tax research projects on a variety of tax issues, help to draft IRS responses and address other tax authority inquiries
Team with leaders on special projects in various areas of corporate and flow through taxation such as accounting methods and ASC740
Develop recommendations for the client to consider and share with leadership to discuss and strategize
Communicate and team with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas
Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
Successful candidates will have:
Bachelor's degree in accounting or law, or a related degree in business, and sufficient course work and credits to sit for the CPA and/or Bar exam in the state you are being considered
CPA or JD license preferred
Two (2)+ years of experience providing federal tax compliance and consulting services in a public accounting firm
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
Strong leadership, project management, organizational and analytical skills, initiative, adaptability
Microsoft Suite skills
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
#LI-MS1
The compensation range for this role is $67,880 to $128,690. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Auto-ApplyTax Manager, Private Wealth
San Francisco, CA job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Join Baker Tilly as a Tax Manager with our Private Wealth/High Net Worth team! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You'll enjoy this role if:
You are looking for an opportunity to expand your career in small business tax and accounting, becoming an expert to the clients you serve
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
You want to work for a leading CPA advisory firm who serves their clients with their clients' and employees' best interests in mind and are transparent in their decisions
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to contribute to your engagement team's professional growth and enhance your own skills to build a career with opportunities
now, for tomorrow
What you will do:
Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities:
Perform complex individual, partnership, S-corp, trust, estate, gift and state tax returns
Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax
Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
Learn and grow from direct and on the job coaching and mentoring along with participating in firm wide learning and development programs
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
Support the growth and development of team members
Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
Successful candidates will have:
Bachelor's degree in accounting from an accredited college/university; Licensed CPA, JD, or EA.
Five (5)+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm
Two (2)+ years of supervisory experience, mentoring and counseling associates
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
The compensation range for this role is $91,220 to $172,950. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Auto-ApplySeasonal Tax Preparer
Walnut Creek, CA job
CLA is a top 10 national professional services firm where our purpose is to
create opportunities
every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
CLA is seeking to hire an experienced Seasonal Tax Preparer to join our talented tax team. The position offers flexibility and a collaborative work environment.
This role prepares tax returns for clients as individuals or businesses or on behalf of a trust or estate. They play a key role in helping individuals and businesses comply with tax laws and regulations, while minimizing tax liabilities and maximizing tax savings.
This role is intended for casual and/or seasonal family members.
How you'll
create opportunities
in this Seasonal Tax Preparer role:
Tax Preparation: Prepare 1040 forms for individual income tax returns and files tax returns electronically or by mail. Maintains accurate records of tax returns and related documents. Ensure tax return compliance with tax laws and regulations, including federal, state, and local tax laws.
Consultation: Calculate tax liabilities and refunds based on the information provided. Identify and apply any available tax deductions, credits, or exemptions that may be applicable to the taxpayer's situation. May perform detailed reviews on tax returns, research, and compliance work with an emphasis on calculations, accounting theory, and tax law compliance. Maintain technical tax skills through continuing professional education, on the job training and participation in internal tax training sessions. Perform tax research where appropriate
Administrative: Collect and organize tax-related documents, such as income statements, expense receipts, and investment records, and enter data from these documents into tax preparation software.
Client Management: Communicate directly with clients to answer questions and provide guidance on tax-related matters. Record billable time in billing system to ensure timely client billing/invoicing.
What you will need:
1 year of relevant experience in tax return preparation preferred
High School Diploma or equivalent required.
Associates degree preferred.
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. These same factors may cause starting pay to be below or above the posted range.
Wage Range in CA is $28.00-$44.00 USD Hourly
#LI-CG1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
Auto-ApplyTransaction Services Senior Manager
Santa Rosa, CA job
Transaction Services Senior Manager (Job Number: 28213) Employee Status: Regular Schedule: Full Time Primary Location: Denver, CO Other Locations: Pasadena, CA, Salt Lake City, UT, New York, NY, Woodland Hills, CA, Spokane, WA, San Diego, CA, Orange County, CA, Walnut Creek, CA, Tacoma, WA, Wenatchee, WA, San Francisco, CA, Dallas, TX, Phoenix, AZ, Yakima, WA, Tri-Cities, WA, Stockton, CA, Seattle, WA, Santa Rosa, CA, Silicon Valley, CA, Sacramento, 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
Members of our Transaction Services group will 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 activities. Members will routinely work directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries.
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 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
Minimum of 7 years of related experience required
Previous experience in a public accounting firm preferred
CPA preferred. If not a CPA, must meet educational requirements to obtain CPA license upon hire in state of employment
Proven experience leading transaction services or Assurance/External Audit 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 - $163,000 -$220,000
California State - $175,000 -$240,000
Colorado State - $163,000 -$215,000
New York State - $163,000 -$230, 000
Auto-ApplyAssociate Financial Advisor
San Francisco, CA job
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
Looking for a career defining opportunity? Want to help fulfill one's financial hopes and dreams? We are currently seeking an Associate Advisor for our Moss Adams Wealth Advisors practice, a Registered Investment Advisor (RIA). Moss Adams Wealth Advisors provides collaborative wealth management strategies and financial planning services to build, manage, and preserve net worth.
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:
* Collects, validates, and analyzes financial data
* Inputs data into financial planning software and the develops of initial planning recommendations
* Assists with ongoing portfolio monitoring and account maintenance
* Interacts with other team members and departments to coordinate the delivery of service to clients
* Provides ongoing support of client relationships, handles day-to-day client requests and issues
* Provides efficient and accurate year-end tax information to CPAs
Qualifications:
* Bachelor's degree in related field required
* 3 or more years of wealth management or investment advisory experience required
* Experience in a public accounting or professional services firm environment preferred
* Insurance knowledge preferred
* CFP preferred
* Experience with CRM, Portfolio Accounting, Rebalancing and/or Financial Planning software preferred
* Excellent communication, organizational, and client relationship skills
* Ability to work on multiple projects at once while consistently completing projects on time and with few revisions
* Understands firm's wealth management process
* Ability to function as part of a regional team
* Ability to think critically, take initiative and problem-solve
* Ability to comfortably maintain poise and diplomacy amongst both client and company personnel
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.
#LI-MD1
Easy ApplyOffice Services Assistant, Temporary
San Francisco, CA job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
The Office Services Assistant provides general clerical and administrative office support assisting in daily office and operational needs of the business. Works closely with the Office Services Manager on a daily basis to ensure an organized office and assists associates to optimize processes and administrative business needs.
Sorts and delivers incoming, and outgoing mail, including accounts receivable bank drops
File, fax, scan, print and assemble documents. Assist with entering office expenses (fed ex, messenger services, invoices)
Possible travel -package pick-ups and drop-offs via USPS, UPS, and FedEx and food orders as needed
Provide reception coverage. Greet clients, answer office phones, receive and deliver documents to clients.
Ensure training rooms and conference rooms and over all office space is clean and organized. Assist in the set up or breaking down of tables, furniture, etc.
Schedule meetings and appointments. Schedule and prepare conference rooms. Assist with onboarding tasks and workspace readiness
Orders and stocks office supplies, stationary and breakroom supplies (coffee, soda, snacks)
Additional responsibilities as needed
Qualifications
High School Diploma required
1 to 3 years relevant experience required
Proficiency in Microsoft Office suite
Experience with office machines, including facsimile, high speed copier, multi-line phone and 10 key calculator preferred
Excellent customer service and client focused skills
Excellent organizational skills and ability to manage through competing priorities
Detail orientated and ability follow directions/procedures required, as well as prioritize calls and visitors
Ability to work independently to follow directions and procedures
Ability to work overtime and weekends as needed
Capable of safely lifting up to 25 lbs as needed
The compensation range for this role is $18.00 to $34.10. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Auto-ApplyTechnical Accounting Senior Manager
San Francisco, CA job
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
We are currently seeking a Technical Accounting Senior Manager to be part of our Business Risk Services (BRS) practice. The Technical Accounting Consulting group (TAC) within BRS assists clients with addressing complex accounting and financial reporting issues. For example, TAC is helping clients implement the new revenue standard (ASC Topic 606) and the new lease standard (ASC Topic 842). We also address other complex issues, such as business combination, consolidation under variable interest entity guidance, debt and equity instruments, and stock-based compensation arrangements. Most importantly the BRS group is a fun, close-knit group that is rapidly growing, with ample room from growth and career development.
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:
* Manage multiple concurrent engagements within the Technical Accounting Consulting (TAC) practice to provide technical accounting and financial or business advisory guidance to clients
* Demonstrate intermediate to advanced knowledge of complex accounting concepts
* Collaborate directly with firm specialists/subject matter experts on complex accounting matters
* Assist in the preparation of technical memos and other client deliverables
* Supervise Audit Seniors and Supervisors on engagement teams
* Oversee engagement economics and manage appropriate resources for efficient engagement models
* Anticipate and address client concerns and escalate issues as they arise; identify performance improvement opportunities
* Develop others within the TAC practice through mentoring, training and advising on career development or participating in other Firm initiatives
* Provide conversion services around financial reporting to GAAP or IFRS
Qualifications:
* Bachelor's degree in accounting or a related field required; Master's degree preferred
* CPA, CIA, CISA and/or similar certification required. If not certified, must meet educational requirements to obtain license upon hire in state of employment
* 7 years of experience in public accounting or providing complex technical accounting advice with a public accounting or consulting firm required
* Strong current knowledge in US GAAP, IFRS, SEC financial reporting, bankruptcies, business combinations and consolidations, divestures, financial instruments, detailed revenue analysis and revenue recognition, foreign currency, spin-offs, carve-outs, IPOs, debt offerings and other acquisition filings
* Prior experience working with valuation experts to assess the impact and reporting of valuation events
* Prior experience writing accounting position papers
* Strong interest in technical accounting research with a desire to learn and become a technical accounting expert
* Strong executive presence and experience working with executive level clients
* Ability to work as part of a team for larger engagements
* Ability to travel up to 30%
Here, you'll be challenged and rewarded for leadership, technical excellence, and inspired perspectives. That's why we offer opportunities to build your skills and explore your career in a supportive environment. At Moss Adams, where you take your career is up to you.
#LI-JR1
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.
Easy ApplyAssurance Senior
Walnut Creek, CA job
CLA is a top 10 national professional services firm where our purpose is to
create opportunities
every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
Our Perks:
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
CLA is looking to hire an Assurance Senior to join our fast-growing Construction practice in the Bay Area!
How you'll
create opportunities
in this Assurance Senior role:
Perform a wide range of audit and accounting procedures impacting industry-specific issues.
Audit complex areas or transactions as well as prepare financial statements and related reports.
Schedule, delegate, and review the work of staff.
Supervise, train, and mentor staff.
Keep Manager or Principal informed of engagement status and issues.
Proactively interact and communicate with clients to gather information to ensure timely engagement wrap-up.
What you will need:
Bachelor's degree in Accounting or related field is required.
Current CPA or eligibility to sit for the CPA exam is required.
Two years of public accounting experience with emphasis in financial statement preparation, audits, reviews, and compilations is required.
Prior experience with an established public accounting or professional services firm is preferred.
Ability to travel to client sites
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. These same factors may cause starting pay to be below or above the posted range.
Wage Range in CA is $83,200.00 - $127,000.00 USD Annual
#LI-MM1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
Auto-ApplyTechnical Accounting Senior Manager
Santa Rosa, CA job
Technical Accounting Senior Manager (Job Number: 28464) Employee Status: Regular Schedule: Full Time Primary Location: San Francisco, CA Other Locations: Santa Rosa, CA, Silicon Valley, CA, Walnut Creek, CA 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 We are currently seeking a Technical Accounting Senior Manager to be part of our Business Risk Services (BRS) practice.
The Technical Accounting Consulting group (TAC) within BRS assists clients with addressing complex accounting and financial reporting issues.
For example, TAC is helping clients implement the new revenue standard (ASC Topic 606) and the new lease standard (ASC Topic 842).
We also address other complex issues, such as business combination, consolidation under variable interest entity guidance, debt and equity instruments, and stock-based compensation arrangements.
Most importantly the BRS group is a fun, close-knit group that is rapidly growing, with ample room from growth and career development.
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: Manage multiple concurrent engagements within the Technical Accounting Consulting (TAC) practice to provide technical accounting and financial or business advisory guidance to clients Demonstrate intermediate to advanced knowledge of complex accounting concepts Collaborate directly with firm specialists/subject matter experts on complex accounting matters Assist in the preparation of technical memos and other client deliverables Supervise Audit Seniors and Supervisors on engagement teams Oversee engagement economics and manage appropriate resources for efficient engagement models Anticipate and address client concerns and escalate issues as they arise; identify performance improvement opportunities Develop others within the TAC practice through mentoring, training and advising on career development or participating in other Firm initiatives Provide conversion services around financial reporting to GAAP or IFRSQualifications: Bachelor's degree in accounting or a related field required; Master's degree preferred CPA, CIA, CISA and/or similar certification required.
If not certified, must meet educational requirements to obtain license upon hire in state of employment7 years of experience in public accounting or providing complex technical accounting advice with a public accounting or consulting firm required Strong current knowledge in US GAAP, IFRS, SEC financial reporting, bankruptcies, business combinations and consolidations, divestures, financial instruments, detailed revenue analysis and revenue recognition, foreign currency, spin-offs, carve-outs, IPOs, debt offerings and other acquisition filings Prior experience working with valuation experts to assess the impact and reporting of valuation events Prior experience writing accounting position papers Strong interest in technical accounting research with a desire to learn and become a technical accounting expert Strong executive presence and experience working with executive level clients Ability to work as part of a team for larger engagements Ability to travel up to 30%Here, you'll be challenged and rewarded for leadership, technical excellence, and inspired perspectives.
That's why we offer opportunities to build your skills and explore your career in a supportive environment.
At Moss Adams, where you take your career is up to you.
#LI-JR1Moss 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 careers@mossadams.
com.
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: Compensation range for California: $150,000 - $225,000
Auto-ApplyTax Staff - Experienced
San Francisco, CA job
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
Tax Services' teams deliver quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals.
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:
* Prepare tax returns, including supporting work papers for various types of returns such as individuals, corporations, partnerships, estates, trusts, non-profits, etc.
* Research and consult on various tax projects
* Respond to inquiries from the IRS and other taxing authorities
* Prepare extensions and quarterly estimates
* Assist on special projects as assigned
Qualifications:
* Bachelor's degree in accounting or related field required; Master of Tax preferred
* Master of Tax or JD/LLM preferred
* Minimum of 1 year of related experience
* Previous experience in a public accounting firm preferred
* CPA or licensed attorney preferred. If not a CPA or licensed attorney, must meet educational requirements to obtain CPA or attorney license in state of employment upon hire
* Must be legally authorized to work in the United States on a full-time basis upon hire. Moss Adams will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g.,H-1B status).
* Excellent customer service skills
* Creative problem solving, critical thinking and research skills
* Strong written and verbal communication and interpersonal skills
* Ability to work effectively both as part of a team and independently
* Highly motivated and takes initiative for professional growth and development
* Outstanding organization and project management skills
* Ability to take direction, and exercise sound judgment, tact and diplomacy
* Ability to travel to client locations, which may include occasional overnight stays (travel expectations vary by department and office location; talk to your local recruiter regarding specifics)
* Ability to work overtime, as needed
* Proficient with Microsoft Office
Here, you'll be challenged and rewarded for leadership, technical excellence, and inspired perspectives. That's why we offer opportunities to build your skills and explore your career in a supportive environment. At Moss Adams, where you take your career is up to you.
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.
#LI-KA1
Easy ApplyPE Fund Level Tax Principal
San Francisco, CA job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Private Equity Fund Level Tax PrincipalResponsibilities
Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US?
Are you inspired to lead a practice, lead people and make a difference for your clients?
If yes, consider joining Baker Tilly (BT) as a Tax Partner in our Private Equity Practice! Be a valued business advisor delivering industry-focused tax advisory and compliance services to Private Equity firms. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field.
You will enjoy this role if:
You are an expert in tax provisioning, tax compliance and tax consulting specifically with Private Equity clients, advising them on tax structure at the fund-level, as well as fund-level tax compliance work
You want to work for a leading CPA advisory firm which is growing, growth means more opportunity
You are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities
now, for tomorrow
What you will do:
Be a trusted leader of Baker Tilly's tax services providing federal tax compliance and consulting services to Private Equity clients positively impacting your clients through:
Being a valued tax business advisor, leading client relationships on day-to-day tax matters with various clients ranging from middle market to multinational
Consulting on technical matters and special projects in various areas of corporate tax including FAS 109 and FIN 48
Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for consideration
Coordinating with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas
Overseeing tax-planning responsibilities for federal and individual clients, review complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliates
Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue. Actively participate in request for proposals to pursue additional clients/services for the firm
Participates with other service line leadership in developing tax service market positioning and branding, strategy, and messaging
Invest in your professional development individually and through participation in firm wide learning and development programs
Support the growth and development of team members, helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team members
Recruit, develop, lead and retain team members, setting overall direction/strategy
Demonstrate leadership, initiative, excellent team skills, and high ethical standards
Represents the firm at key community events, firm functions, and other meetings
Qualifications
Bachelor's Degree required, Masters or advanced degree desirable
CPA required
Eleven (11)+ years' experience providing tax compliance and consulting services in a professional service firm
Five (5)+ years' of supervisory experience, mentoring and counseling associates
Experience working with Private Equity clients structuring fund-level tax strategies
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Highly developed software and Microsoft Suite skills
Auto-Apply