Service Manager jobs at Plante & Moran PLLC. - 21 jobs
Transaction Advisory Services Senior Manager
Plante Moran 4.7
Service manager job at Plante & Moran PLLC.
Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Your role.
Your work will include, but not be limited to:
* Provide transaction-oriented accounting and reporting assistance for mergers and acquisitions, divestitures, and management buyouts
* Prepare detailed financial analysis to assist clients evaluating acquisition decisions
* Participate in client meetings and site visits while interacting with top-level management to acquire and assess important information for financial analysis
* Assist with development and review of financial reports to determine quality of historical earnings and assets and liabilities to be acquired
* Analyze financial statements to determine sustainability of performance
* Determine EBITDA and working capital adjustments that consider GAAP, pro forma information, and non-recurring items
* Assist in preparing proposals and engagement letters
* Organize varying projects against deadlines and mange time effectively
The qualifications.
* Bachelor's Degree in Accounting or Finance
* Preferred Certifications: CPA
* 8-9 years of total experience with a minimum of 2 years in a Transaction Advisory Services practice required. Prior experience in Audit or Investment Banking a plus
* Frequent travel throughout the region, with approximately 20% - 30% overnight travel
This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.
What makes us different?
On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.
Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.
Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.
Plante Moran maintains a drug-free workplace.
Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.
We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.
The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.
Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.
The compensation range for this role in CO, IL, OH, and MA is: $133,500-$200,000
$133.5k-200k yearly 60d+ ago
Looking for a job?
Let Zippia find it for you.
Audit Manager - Japanese Business Services
Plante & Moran Financial Advisors 4.7
Service manager job at Plante & Moran PLLC.
Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.
Our rapid growth and increasing demands for our services has created a need for a highly motivated individual to join our Audit Team and work with our medium to large US and Japanese based clients, specializing in the manufacturing and distribution industries.
Your role.
Your work will include, but not be limited to:
Apply your understanding of audit theories and procedures on client engagements to perform audit procedures on assigned audit areas, and identify and resolve client audit issues
Review staff work product while providing constructive feedback and identifying staff developmental needs
Assist managers in developing ideas to help clients with operational and control opportunities, client presentations and selling opportunities
Develop and execute a practice development plan which includes networking, new client development and client expansion activities
The qualifications:
5+ years of recent, related Audit experience in public accounting; specializing with clients in the manufacturing and distribution industries
Bachelor's Degree in Accounting required
CPA required
Successful experience supervising and mentoring staff on engagements
Experience managing client relationships/engagements
Japanese language skills required - verbal and written
What makes us different?
On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's “100 Best Companies to Work For,” and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.
Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.
Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.
Plante Moran maintains a drug-free workplace.
Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.
We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.
The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.
Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.
The compensation range for this role in CO, IL, OH, and MA is: $98,500-$151,000
$98.5k-151k yearly Auto-Apply 42d ago
Transaction Advisory Services Manager
CBIZ, Inc. 4.6
Denver, CO jobs
#LI-DNI About the Practice CBIZ Transaction Advisory Services, part of CBIZ Private Equity Advisory, is the leading national due diligence team for middle market private equity groups and companies. Our team of M&A professionals has deep experience helping our clients make well-informed decisions that have a big impact on their investments.
Our practice has experienced tremendous growth in recent years - more than doubling in size in just the past two years. Our team and our culture are truly what sets us apart from other firms. As such, our people are our number one priority and working for our firm means something different:
* Team members work remotely/virtually from anywhere in the U.S.
* You will develop collaborative, lasting professional and personal relationships with clients regardless of your level.
* You will receive meaningful support from firm leadership for substantial professional development. There will be variety in the clients that you work with and the deals that you work on.
* You will work in an environment and culture where your efforts matter to our team and clients.
* We offer market-leading compensation and a consistent track record of maximum bonus payout.
* Promotions and career advancement are based on ability and talent, not tenure - our merit-based promotions provide a significant opportunity to accelerate your career trajectory.
* Our unique approach to practice management offers opportunities for autonomy and consistency in schedule from week-to-week - allowing our people to better plan their work activities and personal lives. Business travel requirements are minimal.
* We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being.
* When times get tough, we get tougher - and we stand by our people. We had 100% personnel retention during the pandemic - and we paid out full bonuses to our team members.
* While we want our people to stay with our firm for their entire careers, we are also realistic. We are committed to advancing your professional skills and career opportunities wherever they may lead.
If you're looking to join a talented, rapidly growing, entrepreneurially minded team of M&A professionals where you can be your whole self, make an impact, advance your skills and deepen your experiences, then consider joining our Transaction Advisory Services team.
About the Role
Our team focuses on providing both buy side and sell side due diligence to private equity groups and companies across a variety of industries located throughout the U.S. You will have the opportunity to perform in-depth business analysis and advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions. Your work will drive recommendations in the context of key business trends, valuation considerations and deal structuring alternatives.
Responsibilities
* Manage engagement team and coordinate with clients throughout the transaction process, including oversight of deliverables and delivering findings to clients
* Provide technical and advisory financial and accounting due diligence services to private equity clients and companies.
* Perform complex analyses, including analysis of cash flows, quality of assets and earnings, operating and profitability trends, working capital and identification of potential liabilities and risks.
* Responsible for engagement execution, including preparing deliverables and presenting key financial due diligence findings and concepts.
Preferred Qualifications
* CPA (or meets the criteria to sit for the CPA exam) and knowledge of U.S. Generally Accepted Accounting Principles (GAAP)
* Master's degree in accounting or MBA (with an accounting undergraduate degree)
* A preferred minimum of 2-4 years of financial audit experience (preferably with a top ten public accounting firm), investment banking, financial due diligence, corporate finance, financial consulting or other M&A experience
* A minimum of 1-3 years of experience in the transaction advisory services practice of a top ten national accounting firm and a minimum of 1 year in the role of Manager within that practice.
* Team player with exceptional verbal and written communication skills
* Advanced MS Excel skills and strong working knowledge of other MS Office applications
* Self-motivated and demonstrated ability to learn and succeed in a fast-paced and unconventional work environment are essential
* Possess an uncommon drive and entrepreneurial spirit
Minimum Qualifications
* Bachelor's degree required
* 6 years of experience in related field
* 3 years of supervisory experience
* Must have and preserve required licenses
* Ability to manage all aspects of client engagements
* Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
* Proficient use of applicable technology
* Must be able to travel based on client and business needs
$86k-116k yearly est. 38d ago
Director, Transaction Advisory Services
Armanino McKenna Certified Public Accountants & Consultants 4.7
San Jose, CA jobs
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
Armanino's CFO Advisory Practice is comprised of a dedicated team providing accounting and financial advice to support to companies on a wide range of transactions and events. We are doers and problem solvers - helping CFOs be successful.
Job Responsibilities
* Conduct Financial Due Diligence, including preparation of Quality of Earnings reports
* Work collaboratively with a diverse set of colleagues to serve clients in the areas of financial accounting matters and business processes: Purchase Price Accounting, Deal Structuring, Integration & Support, and IP Sales
* Prepare financial statements, typically in connection with acquisitions, carve-outs, proposed sale transactions, restatements, etc. including footnote disclosures
* Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to companies and private equity investors with a focus on private equity deals.
* Manage and coordinate approach of client, Armanino's engagement teams, and third-party diligence providers throughout the transaction process.
* Analyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks which impact the valuation and negotiation with the target company.
* Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of management's budget, and indebtedness considerations.
* Oversee and execute on A+ client delivery; Execute services and deliverables around Operational and Technical Accounting; including Accounting Policies & Procedures, Financial Statement Close Process and Process & Controls Implementation
* Lead, mentor and professionally develop CFO Advisory team members, actively participating in the career advisory and performance review process
* Build team culture and environment for scaling a hyper-growth consulting business
* Cultivate relationships with senior executives at client companies and private equity sponsors and leverage them to generate projects
* Support the business development team with client delivery or sector specific expertise
* Foster culture of growth and a business development mindset
* Act as a thought leader in the market
* Provide high-quality consulting services by taking personal ownership for delivering client engagements that are fact-driven, solution oriented and meet Armanino's A+ Execution standard for quality
* Supervise execution teams, providing senior project leadership and managing evolving client management needs
Requirements
* BS degree in Accounting, Finance, or another Business-related field is required
* Minimum 10 years of relevant professional experience working in a client serving role at a top-tier public accounting or financial advisory firm, and/or private industry experience at a senior level
* Strong Excel and PowerPoint skills
* Experienced in client advisory on financial accounting issues, and have an understanding of significant business events (mergers, acquisitions, and carve-outs)
* Exceptional writing, communication, interpersonal, presentation, organizational, management, analytical, decision-making and research skills.
* Proven experience successfully managing multiple complex projects at the same time, managing not only client/sponsor dynamics but internal team dynamics as well
* Able to effectively communicate complex issues and solutions
* Full of entrepreneurial spirit and comfortable in a fluid, flat organization
* Flexibility to work from home while collaborating in person half the time.
Preferred Qualifications
* CPA
"Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.
Certain states require us to disclose the pay range and benefits summary for job openings. The compensation range for this position: $200,000 - $240,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Armanino has a robust offering of benefits, including:
* Medical, dental, vision
* Generous PTO plan and paid sick time
* Flexible work arrangements
* 401K with Profit Sharing
* Wellness program
* Generous parental leave
* 11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit: ****************************************************
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
Work Arrangement: Remote, Hybrid, or In-office A Day in the Life A typical day as a Wealth Transition Services Tax Manager might include the following: * Reviewing ultra-high net worth 1041s and answering technical firmwide 1041 questions (multi-state filings, complex analysis of pass-through entity, hedge funds, partnerships and S corporation implications for Form 1041 filings).
* Working with tax staff to ensure 1041 tax returns are completed correctly by required deadlines and under firm processes.
* Interpreting and reviewing various legal documents in relation to estate and business succession planning (including the income tax ramifications of trust funding and trust administration).
* Technical research on income tax for trusts and estates for internal clients.
* Assisting clients which may have varied levels of tax knowledge (including family office clients and corporate trust companies).
* Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied.
* Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience.
* Business development and billing responsibility.
* Assist in preparation of marketing materials and presentation of internal and external webinar trainings.
* Coaching and mentoring staff.
* Working with the firm Wealth Transition Services team on various advisory and compliance projects.
Who You Are
* You have a Bachelor's degree in Accounting and an active CPA license or JD/LLM (taxation).
* You have 5+ years of experience in gift, trust, and estate tax in public accounting, law firm, or a related field.
* You are a 1041 expert and have superb research and tax abilities, and are able to provide technically sound recommendations and evaluations.
* You are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition ServicesManager/Senior Manager will interact with clients in the high net worth and ultra-high net worth space and will speak to groups on wealth transition topics.
* You are a multi-tasking master and there is never a deadline you can't meet.
* You have experience developing business and networking.
* You are excited about working in a growing top-25 CPA firm and have the ability to assist with multiple engagements across the country.
Must be authorized to work in the United States now or in the future without visa sponsorship.
Making an Impact Together
People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.
Compensation $92,000-$160,000
Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.
Benefits
Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.
Next Steps
We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.
For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options.
Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws
#LI-MB1
#LI-REMOTE
$92k-160k yearly Auto-Apply 6d ago
Director, Transaction Advisory Services
Armanino McKenna Certified Public Accountants & Consultants 4.7
San Francisco, CA jobs
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
Armanino's CFO Advisory Practice is comprised of a dedicated team providing accounting and financial advice to support to companies on a wide range of transactions and events. We are doers and problem solvers - helping CFOs be successful.
Job Responsibilities
* Conduct Financial Due Diligence, including preparation of Quality of Earnings reports
* Work collaboratively with a diverse set of colleagues to serve clients in the areas of financial accounting matters and business processes: Purchase Price Accounting, Deal Structuring, Integration & Support, and IP Sales
* Prepare financial statements, typically in connection with acquisitions, carve-outs, proposed sale transactions, restatements, etc. including footnote disclosures
* Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to companies and private equity investors with a focus on private equity deals.
* Manage and coordinate approach of client, Armanino's engagement teams, and third-party diligence providers throughout the transaction process.
* Analyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks which impact the valuation and negotiation with the target company.
* Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of management's budget, and indebtedness considerations.
* Oversee and execute on A+ client delivery; Execute services and deliverables around Operational and Technical Accounting; including Accounting Policies & Procedures, Financial Statement Close Process and Process & Controls Implementation
* Lead, mentor and professionally develop CFO Advisory team members, actively participating in the career advisory and performance review process
* Build team culture and environment for scaling a hyper-growth consulting business
* Cultivate relationships with senior executives at client companies and private equity sponsors and leverage them to generate projects
* Support the business development team with client delivery or sector specific expertise
* Foster culture of growth and a business development mindset
* Act as a thought leader in the market
* Provide high-quality consulting services by taking personal ownership for delivering client engagements that are fact-driven, solution oriented and meet Armanino's A+ Execution standard for quality
* Supervise execution teams, providing senior project leadership and managing evolving client management needs
Requirements
* BS degree in Accounting, Finance, or another Business-related field is required
* Minimum 10 years of relevant professional experience working in a client serving role at a top-tier public accounting or financial advisory firm, and/or private industry experience at a senior level
* Strong Excel and PowerPoint skills
* Experienced in client advisory on financial accounting issues, and have an understanding of significant business events (mergers, acquisitions, and carve-outs)
* Exceptional writing, communication, interpersonal, presentation, organizational, management, analytical, decision-making and research skills.
* Proven experience successfully managing multiple complex projects at the same time, managing not only client/sponsor dynamics but internal team dynamics as well
* Able to effectively communicate complex issues and solutions
* Full of entrepreneurial spirit and comfortable in a fluid, flat organization
* Flexibility to work from home while collaborating in person half the time.
Preferred Qualifications
* CPA
"Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.
Certain states require us to disclose the pay range and benefits summary for job openings. The compensation range for this position: $200,000 - $240,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Armanino has a robust offering of benefits, including:
* Medical, dental, vision
* Generous PTO plan and paid sick time
* Flexible work arrangements
* 401K with Profit Sharing
* Wellness program
* Generous parental leave
* 11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit: ****************************************************
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
Work Arrangement: Remote, Hybrid, or In-office A Day in the Life A typical day as a Wealth Transition Services Senior Manager might include the following: * Reviewing United States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706) and state level estate tax returns.
* Working with staff to ensure estate and GST tax returns are completed correctly by required deadlines and under firm processes.
* Interpreting and reviewing various legal documents (Wills, Trusts, and other instruments) in relation to estate and business succession planning (specifically estate tax considerations and the allocation of GST exemption and reporting considerations).
* Technical research on estate, gift and GST tax for internal clients.
* Assisting clients with high net worth or ultra-high net worth.
* Looking at the tax situation of the individual and their estate from various angles to ensure the maximum tax benefit is applied.
* Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience.
* Business development and billing responsibility.
* Assist in preparation of marketing materials and presentation of internal and external webinar trainings.
* Coaching and mentoring staff.
Who You Are
* You have a Bachelor's degree in Accounting and an active CPA license or JD/L.LM. (taxation)
* You have 7+ years of experience in gift, trust, and estate tax in public accounting, law firm, or a related field.
* You have expertise in estate and GST tax (interpretation and advisement on estate tax and GST provisions in estate planning documents)
* You have significant experience in preparing and reviewing Federal and State level estate tax returns.
* You have knowledge and expertise in various allocation rules for GST exemption, late allocations, and reporting considerations for transferors.
* You are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition Services Senior Manager will interact with clients in the high net worth and ultra-high net worth space and will speak to groups on wealth transition topics.
* You are a multi-tasking master and there is never a deadline you can't meet.
* You have experience developing business and networking.
Must be authorized to work in the United States now or in the future without visa sponsorship.
Making an Impact Together
People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.
Compensation: $125,000-$200,000
Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.
Benefits
Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.
Next Steps
We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.
For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options.
Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws
#LI-MB1
#LI-REMOTE
Work Arrangement: Remote, Hybrid, or In-office A Day in the Life A typical day as a Wealth Transition Services Tax Senior Manager might include the following: * Reviewing ultra-high net worth 1041s and answering technical firmwide 1041 questions (multi-state filings, complex analysis of pass-through entity, hedge funds, partnerships and S corporation implications for Form 1041 filings).
* Working with tax staff to ensure 1041 tax returns are completed correctly by required deadlines and under firm processes.
* Interpreting and reviewing various legal documents in relation to estate and business succession planning (including the income tax ramifications of trust funding and trust administration).
* Technical research on income tax for trusts and estates for internal clients.
* Assisting clients which may have varied levels of tax knowledge (including family office clients and corporate trust companies).
* Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied.
* Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience.
* Business development and billing responsibility.
* Assist in preparation of marketing materials and presentation of internal and external webinar trainings.
* Coaching and mentoring staff.
* Working with the firm Wealth Transition Services team on various advisory and compliance projects.
Who You Are
* You have a Bachelor's degree in Accounting and an active CPA license or JD/LLM (taxation).
* You have 7+ years of experience in gift, trust, and estate tax in public accounting, law firm, or a related field.
* You are a 1041 expert and have superb research and tax abilities, and are able to provide technically sound recommendations and evaluations.
* You are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition ServicesManager/Senior Manager will interact with clients in the high net worth and ultra-high net worth space and will speak to groups on wealth transition topics.
* You are a multi-tasking master and there is never a deadline you can't meet.
* You have experience developing business and networking.
* You are excited about working in a growing top-25 CPA firm and have the ability to assist with multiple engagements across the country.
Must be authorized to work in the United States now or in the future without visa sponsorship.
Making an Impact Together
People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.
Compensation $125,000-$200,000
Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.
Benefits
Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.
Next Steps
We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.
For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options.
Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws
#LI-MB1
#LI-REMOTE
$125k-200k yearly Auto-Apply 6d ago
Director, Transaction Advisory Services
Armanino 4.7
San Ramon, CA jobs
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.
Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
Armanino's CFO Advisory Practice is comprised of a dedicated team providing accounting and financial advice to support to companies on a wide range of transactions and events. We are doers and problem solvers - helping CFOs be successful.
Job Responsibilities
Conduct Financial Due Diligence, including preparation of Quality of Earnings reports
Work collaboratively with a diverse set of colleagues to serve clients in the areas of financial accounting matters and business processes: Purchase Price Accounting, Deal Structuring, Integration & Support, and IP Sales
Prepare financial statements, typically in connection with acquisitions, carve-outs, proposed sale transactions, restatements, etc. including footnote disclosures
Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to companies and private equity investors with a focus on private equity deals.
Manage and coordinate approach of client, Armanino's engagement teams, and third-party diligence providers throughout the transaction process.
Analyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks which impact the valuation and negotiation with the target company.
Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of management's budget, and indebtedness considerations.
Oversee and execute on A+ client delivery; Execute services and deliverables around Operational and Technical Accounting; including Accounting Policies & Procedures, Financial Statement Close Process and Process & Controls Implementation
Lead, mentor and professionally develop CFO Advisory team members, actively participating in the career advisory and performance review process
Build team culture and environment for scaling a hyper-growth consulting business
Cultivate relationships with senior executives at client companies and private equity sponsors and leverage them to generate projects
Support the business development team with client delivery or sector specific expertise
Foster culture of growth and a business development mindset
Act as a thought leader in the market
Provide high-quality consulting services by taking personal ownership for delivering client engagements that are fact-driven, solution oriented and meet Armanino's A+ Execution standard for quality
Supervise execution teams, providing senior project leadership and managing evolving client management needs
Requirements
BS degree in Accounting, Finance, or another Business-related field is required
Minimum 10 years of relevant professional experience working in a client serving role at a top-tier public accounting or financial advisory firm, and/or private industry experience at a senior level
Strong Excel and PowerPoint skills
Experienced in client advisory on financial accounting issues, and have an understanding of significant business events (mergers, acquisitions, and carve-outs)
Exceptional writing, communication, interpersonal, presentation, organizational, management, analytical, decision-making and research skills.
Proven experience successfully managing multiple complex projects at the same time, managing not only client/sponsor dynamics but internal team dynamics as well
Able to effectively communicate complex issues and solutions
Full of entrepreneurial spirit and comfortable in a fluid, flat organization
Flexibility to work from home while collaborating in person half the time.
Preferred Qualifications
CPA
“Armanino” is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.
Certain states require us to disclose the pay range and benefits summary for job openings. The compensation range for this position: $200,000 - $240,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Armanino has a robust offering of benefits, including:
Medical, dental, vision
Generous PTO plan and paid sick time
Flexible work arrangements
401K with Profit Sharing
Wellness program
Generous parental leave
11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit:
****************************************************
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
Work Arrangement: Remote, Hybrid, or In-office A Day in the Life A typical day as a Wealth Transition Services Tax Manager might include the following: * Advising and consulting on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow.
* Interpreting and reviewing various legal documents in relation to estate and business succession planning.
* Providing tax planning and consulting services to the firm's high net worth and ultra-high net worth clients.
* Technical research on estate, gift, GST, tax planning and compliance matters for internal clients.
* Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied. Additionally, you have knowledge and expertise on the income taxation of trusts and estates.
* Assisting clients which may have varied levels of estate planning knowledge.
* Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience.
* Business development and billing responsibility.
* Assist in preparation of marketing materials and presentation of internal and external webinar trainings.
* Coaching and mentoring staff.
* Working with the firm Wealth Transition Services team on various projects.
Who You Are
* You have a Bachelor's degree in Accounting and an active CPA license or JD/LLM (taxation).
* You have 4-8 years of experience in tax planning and estate planning in public accounting, law firms, or a related field.
* You are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition Services Senior Manager will interact with clients with high net worth and ultra-high net worth and will speak to groups on wealth transition topics.
* You are able to lead and coordinate large estate/gift/GST tax planning engagements across the firm.
* You are a multi-tasking master and there is never a deadline you can't meet.
* You have experience developing business and networking.
Must be authorized to work in the United States now or in the future without visa sponsorship.
Making an Impact Together
People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.
Compensation: $92,000-$160,000
Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.
Benefits
Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.
Next Steps
We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.
For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options.
Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws
#LI-MB1
#LI-REMOTE
$92k-160k yearly Auto-Apply 6d ago
IT Service Management Lead
CBIZ, Inc. 4.6
Cleveland, OH jobs
#LI-AM1 #LI-Hybrid We are seeking an experienced IT ServiceManagement (ITSM) Lead to own, govern, and continuously improve ITIL-based servicemanagement practices within a mid-to-large organization. This role is responsible for driving service maturity, establishing governance and metrics, and leading cross-functional adoption of ITIL best practices.
The ITSM Lead will partner closely with key stakeholders to ensure consistent, measurable, and continually improving IT services that align with business objectives.
Essential Functions and Primary Duties
* Own, govern, and mature core ITSM practices, including Incident, Problem, Change, Knowledge, and Service Catalog Management
* Develop and maintain policies, procedures, and governance frameworks
* Establish and manage KPIs, SLAs, dashboards, and executive-level reporting to measure service performance and maturity
* Drive root cause analysis, process audits, and continual service improvement initiatives
* Lead cross-team adoption of ITIL best practices and ensure consistent execution across IT
* Facilitate training sessions, workshops, and stakeholder engagement to promote process adherence and improvement
* Drive accountability and performance across teams, ensuring measurable service improvements
* Partner with IT leadership to align servicemanagement practices with business needs and regulatory requirements
* Lead and coordinate the activities of others, providing guidance, direction, and support
Preferred Qualifications
* 5+ years of experience in IT ServiceManagement or IT Operations leadership roles
* ITIL 4 Foundation Certification required; advanced ITIL certifications preferred
* Demonstrated success implementing, governing, and improving ITSM practices in mid-to-large organizations
* Strong experience owning and maturing ITIL practices (Incident, Problem, Change, Knowledge, Service Catalog)
* Proven ability to build metrics, KPIs, SLAs, dashboards, and executive-level reporting
* Strong analytical and root cause analysis skills with the ability to translate insights into actionable improvements
* Excellent facilitation, training, and stakeholder engagement skills
* Strong leadership, collaboration, and time management abilities
Minimum Qualifications
* College Degree or equivalent
* 6 years related experience
* Expert technical knowledge
* Knowledge of industry regulations
* Ability to lead and coordinate the team activities of others
* Ability to formulate, document and recommend new policies and procedures
* Able to work in and lead a team
* Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
* Ability to travel as required by business and on-call availability
$52k-67k yearly est. 60d+ ago
IT Service Management Lead
CBIZ 4.6
Cleveland, OH jobs
#LI-AM1 #LI-Hybrid
Responsibilities
We are seeking an experienced IT ServiceManagement (ITSM) Lead to own, govern, and continuously improve ITIL-based servicemanagement practices within a mid-to-large organization. This role is responsible for driving service maturity, establishing governance and metrics, and leading cross-functional adoption of ITIL best practices.
The ITSM Lead will partner closely with key stakeholders to ensure consistent, measurable, and continually improving IT services that align with business objectives.
Essential Functions and Primary Duties
Own, govern, and mature core ITSM practices, including Incident, Problem, Change, Knowledge, and Service Catalog Management
Develop and maintain policies, procedures, and governance frameworks
Establish and manage KPIs, SLAs, dashboards, and executive-level reporting to measure service performance and maturity
Drive root cause analysis, process audits, and continual service improvement initiatives
Lead cross-team adoption of ITIL best practices and ensure consistent execution across IT
Facilitate training sessions, workshops, and stakeholder engagement to promote process adherence and improvement
Drive accountability and performance across teams, ensuring measurable service improvements
Partner with IT leadership to align servicemanagement practices with business needs and regulatory requirements
Lead and coordinate the activities of others, providing guidance, direction, and support
Preferred Qualifications
5+ years of experience in IT ServiceManagement or IT Operations leadership roles
ITIL 4 Foundation Certification required; advanced ITIL certifications preferred
Demonstrated success implementing, governing, and improving ITSM practices in mid-to-large organizations
Strong experience owning and maturing ITIL practices (Incident, Problem, Change, Knowledge, Service Catalog)
Proven ability to build metrics, KPIs, SLAs, dashboards, and executive-level reporting
Strong analytical and root cause analysis skills with the ability to translate insights into actionable improvements
Excellent facilitation, training, and stakeholder engagement skills
Strong leadership, collaboration, and time management abilities
Qualifications
Minimum Qualifications
College Degree or equivalent
6 years related experience
Expert technical knowledge
Knowledge of industry regulations
Ability to lead and coordinate the team activities of others
Ability to formulate, document and recommend new policies and procedures
Able to work in and lead a team
Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
Ability to travel as required by business and on-call availability
Work Arrangement: Remote, In-office or Hybrid A Day in the Life As a Transfer Pricing Senior Manager, you will play a critical leadership role in shaping and leading Eide Bailly's Transfer Pricing practice, as well as ensuring exceptional client service. Reporting to the Transfer Pricing Partner, you will oversee the full lifecycle of transfer pricing engagements-from initial scoping and technical analysis through delivery and client communication. You will lead cross-functional collaboration to design and implement transfer pricing policies and processes that meet global compliance standards and support clients' strategic needs.
* Leadership of the practice's client delivery process, through comprehensive technical reviews of transfer pricing projects, ensuring accuracy and consistency in data analysis, calculations, and supporting documentation.
* Overseeing end‑to‑end project execution, including financial and economic modeling, empirical analyses, and final deliverables.
* Managing client relationships and expectations by coordinating deadlines, proactively communicating updates, and ensuring all internal and external stakeholders are aligned.
* Collaborating with global tax and audit colleagues to integrate transfer pricing insights into broader client service offerings.
* Supporting clients through controversy matters by guiding teams, preparing technical analysis, and developing strategic responses.
* Building and deepening relationships with internal client relationship executives, business development leaders, and industry teams to expand project opportunities.
* Leveraging professional experience and networks to identify new business prospects and drive practice growth.
* Providing leadership to the team through mentoring, talent development, and recruitment to strengthen the transfer pricing practice.
* Developing and delivering technical training for internal teams and external clients, with a focus on emerging transfer pricing issues and regulatory developments.
* Authoring thought leadership materials to elevate the firm's market presence.
* Representing the firm at professional associations, industry events, and external forums.
Who You Are
* You hold a Bachelor's degree (Master's degree preferred) in accounting, finance, economics, business, or a related field.
* You have 7+ years of transfer pricing experience with demonstrated leadership responsibilities.
* You have the technical expertise to work with internal and external stakeholders to scope and deliver complex transfer pricing engagements.
* You have experience in complex transfer pricing engagements, including policy design, operational implementation, audit defense, and due diligence reviews, among others.
* You have a strong quantitative background and are comfortable with working with financial data to prepare and review valuations and other transfer pricing calculations.
* You ask questions and provide input that demonstrate your investment in your own professional development as well as the success of the practice and the firm.
* You thrive in a fast‑paced environment and can adapt to shifting priorities.
* You are an excellent communicator-clear, confident, and client‑focused.
* You excel in team environments and collaborate effectively with colleagues at all organizational levels.
* You are a self‑motivated, detail‑oriented professional who takes ownership of projects from start to finish.
Must be authorized to work in the United States now or in the future without visa sponsorship.
Making an Impact Together
People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.
Compensation: $150,000-$200,000
Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.
Benefits
Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.
Next Steps
We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.
For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options.
Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.
#LI-MB1
#LI-REMOTE
Cherry Bekaert has been proudly providing Accounting and Advisory services to our clients for over 75 years. As a State and Local Tax (SALT) Senior Manager you will have the opportunity to work within the National Specialty Tax Practice of Cherry Bekaert.
As a key member of the team, you will work closely with the National SALT Practice Leader playing an integral role implementing various SALT initiatives. Additionally, the Senior Manager will participate in developing the vision, strategies, and action plans to continue the growth of this Practice that serves all Cherry Bekaert offices throughout the nation.
The successful candidate will interact collaboratively with partners and staff and be responsible for the delivery of state and local tax services for multiple clients in a wide variety of industries by innovative tax planning, consulting, and compliance expertise. Other important responsibilities include contributing to practice development and business development activities as well as supervising and developing staff on a firm-wide basis.
Primary Responsibilities Include:
Tax Consulting, Research and Compliance
* Deliver a full range of multi-state and local tax consulting services, addressing various issues primarily in the income/franchise area
* Identify opportunities to minimize clients' multi-state tax burden through optimal filing methods, exemptions, credits/incentives, structuring alternatives, etc.
* Research complex state and local tax issues using state statutes, regulations, case law and other relevant authorities/guidance.
* Draft tax technical memorandums, client correspondence and other various work products.
* Conduct nexus reviews and work with clients to remediate tax exposure.
* Provide state and local audit defense assistance to clients.
* Provide technical assistance to the tax compliance function in order to ensure accuracy and completeness.
* Provide quality control reviews of select SALT returns prepared by core tax team.
* Develop and deliver SALT training throughout the firm.
* Develop external webinars on various SALT topics for delivery to clients and targets.
* Provide significant contributions to the writing and publishing of SALT articles and participation in public speaking engagements.
* Drive growth of the income/franchise practice through identification and execution of targeted initiatives.
* Keep abreast of significant current developments and new legislation within multi-state income/franchise taxation.
* Analyze and provide written summaries of significant developments to be used for Cherry Bekaert newsletters and website postings.
* Identify developments having a potentially significant impact on client base, and follow up with internal and/or external communications as deemed appropriate.
* Take responsibility for subordinates' activities and chargeability. Effectively delegate and manage work given to staff.
What you need for this role:
* Bachelor's degree in Accounting
* CPA and/or JD; Masters in Taxation (MST) or LLM in Taxation
* Minimum of 8 years of progressive State and Local Tax consulting and/or compliance experience in a Big 4 or large public accounting firm.
* Strong tax research and writing skills.
* Solid organizational skills with a demonstrated ability to multi-task.
What you can expect from us:
* Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
* The opportunity to innovate and do work that motivates and engages you
* A collaborative environment focused on enabling you to further your career growth and continuous professional development
* Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
* Flexibility to do impactful work and the time to enjoy your life outside of work
* Opportunities to connect and learn from professionals from different backgrounds and with different cultures
Benefits Information:
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
Pay Range:
$138,900-$216,000
About Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit *******************************
Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook.
2025 Cherry Bekaert. All Rights Reserved.
$138.9k-216k yearly Auto-Apply 50d ago
2026 International Tax Services Entry Level Staff
Plante Moran 4.7
Service manager job at Plante & Moran PLLC.
Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Whether you intend to specialize or you'd rather gain exposure across many service lines, the sky's the limit. From day one, we invite you to make a difference-to be remarkable.
Your role.
You'll help instill confidence in organizations large and small by assuring their financial health. We'll give you the flexibility to craft business solutions, not just spreadsheets. Your work will include, but not be limited to:
* Providing international tax consulting services for business arising from inbound and outbound cross-border activities.
* Providing tax services for individuals working in US and foreign countries.
* Preparing and reviewing global tax return compliance for US companies.
* Opportunity to interact with tax engagement team as part of client entrenchment.
* Researching developments within the international arena that may affect client businesses, both globally and locally.
* Developing meaningful interactions with staff at all levels and across offices.
* Deepen knowledge in tax and tax consulting through exposure to both service lines.
The qualifications.
* Detail-oriented leader with problem solving, communication, and analytical skills.
* Bachelor's degree with an emphasis in accounting; or Master's degree in accounting or tax, or LLM.
* Academic success (a minimum cumulative GPA of 3.0).
* Completion of the requisite degree and supporting credits to sit for the CPA exam, with the goal of successfully obtaining your CPA license.
This is an exempt position that may require some local, national, and occasional international travel.
What makes us different?
On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.
Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.
Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.
Plante Moran maintains a drug-free workplace.
Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.
We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.
The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.
Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.
The compensation range for this role in CO, IL, OH, and MA is: $78,000.00 - $87,000.00
$78k-87k yearly 53d ago
2026 International Tax Services Entry Level Staff
Plante Moran 4.7
Service manager job at Plante & Moran PLLC.
Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Whether you intend to specialize or you'd rather gain exposure across many service lines, the sky's the limit. From day one, we invite you to make a difference-to be remarkable.
Your role.
You'll help instill confidence in organizations large and small by assuring their financial health. We'll give you the flexibility to craft business solutions, not just spreadsheets. Your work will include, but not be limited to:
* Providing international tax consulting services for business arising from inbound and outbound cross-border activities.
* Providing tax services for individuals working in US and foreign countries.
* Preparing and reviewing global tax return compliance for US companies.
* Opportunity to interact with tax engagement team as part of client entrenchment.
* Researching developments within the international arena that may affect client businesses, both globally and locally.
* Developing meaningful interactions with staff at all levels and across offices.
* Deepen knowledge in tax and tax consulting through exposure to both service lines.
The qualifications.
* Detail-oriented leader with problem solving, communication, and analytical skills.
* Bachelor's degree with an emphasis in accounting; or Master's degree in accounting or tax, or LLM.
* Academic success (a minimum cumulative GPA of 3.0).
* Completion of the requisite degree and supporting credits to sit for the CPA exam, with the goal of successfully obtaining your CPA license.
This is an exempt position that may require some local, national, and occasional international travel.
What makes us different?
On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.
Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.
Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.
Plante Moran maintains a drug-free workplace.
Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.
We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.
The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.
Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.
The compensation range for this role in CO, IL, OH, and MA is: $78,000.00 - $87,000.00