Service Manager jobs 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. Compensation information posted is based on a position being located in the state of CO, IL, or MA. Please review the position location for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range for their position, as compensation decisions are determined through 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 market-based starting salaries that are consistent across 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 IL, MA or CO is: $111,500.00 - $151,000.00 #JA1 #Hybrid

Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description: Crowe is seeking an organized and driven Manager to join our growing internal tax team. This position will be part of the Crowe Partner Tax Services Team and work directly for the Partner Tax Services Assistant Director. This position can be worked from any location - fully remote work is allowed. This internal position can offer you flexibility in how and where you work, along with meaningful relationships with clients (Partners), teammates, and leadership who truly care about you and your development. Responsibilities: Technical review of complex individual tax returns; limited preparation if needed Assist the Partner Tax Services Assistant Director with training, onboarding, and process improvements Develop and guide Partner Tax Services Sr Associate team members Assist in the maintenance of the workflow of the partner tax return process Communication with other preparers and reviewers, determining best practices Direct communication with Partners (clients) Monitoring of a group email box for general questions related to partner tax compliance Any other tax-related items as determined by management (ie, tax liability and cash flow projections) Minimum Qualifications: CPA or EA required Bachelor's degree in a relevant field required Minimum of 5 (five) years of work experience in individual taxation and planning for high-net-worth individuals required Strong knowledge of partnership tax treatment as it pertains to individual taxes Multi-state tax compliance experience for individuals, including understanding of composite, withholding, and pass-through entity tax Working knowledge of MS Word, Excel, Outlook, and PowerPoint Strong working knowledge of CCH Axcess tax preparation software Good organizational and time management skills Strong written and verbal communication skills Ability to manage multiple ongoing tasks Works well both independently and in a team environment with a positive attitude #LI-SAW #LI-Remote About the Team: The Tax team at Crowe develops lasting relationships with clients by providing value, knowledge, and strategic focus. As part of the Tax group, you will be part of a collaborative team with deep specialization. We use proactive approaches and innovative tax technology to provide high-quality tax services to our clients. If you are committed to client excellence, want to be part of a growing organization, and are looking to expand professionally, then this is the place for you! We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $89,500.00 - $212,500.00 per year. Our Benefits: Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you! How You Can Grow: We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper! More about Crowe: Crowe (************** is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world. Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws. Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge. Crowe 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. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.

Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description: Crowe is growing tremendously. We are looking for future leaders, which means a partner career path or growth opportunities. Are you up for the challenge? About the Team: The Audit & Assurance team at Crowe provides traditional attestation services as well as accounting and consulting on applying accounting principles. Audit & Assurance professionals demonstrate deep specialization through an understanding of the market and business challenges their clients face and a dedication to audit quality. Though Crowe has various different business units, Audit & Assurance is one of the largest practices. Learn more about our Audit & Assurance team! For this specific opportunity, we are seeking talented professionals for full-time or seasonal work arrangement options. #LI-Hybrid #LI-Onsite We're looking for Audit Senior Managers with experience in Commercial Services industry verticals including but not limited to Food & Commodities, Metals, Supply Chain, Cannabis, Healthcare, Technology Media Telecommunications, Consumer Markets, Life Sciences, Real Estate & Construction, & Manufacturing. As an Audit Senior Manager, you will further learn to lead, gain deep industry insight, and continue to grow relationships. With access to many resources and the support of executive leadership and your team, this is what your work includes: Responsibility of client relationships with a variety of clients to build positive relationships. Leading multiple teams and providing performance feedback to all members of those teams when engagements end. Your feedback is valuable. Anticipating and addressing client concerns and resolving problems as they arise. Promoting new ideas and business solutions that result in extended services to existing clients. We encourage creativity and to grow your expertise, which could make a difference at our firm. Continue learning the latest developments and the firm's standards and policies. Staying on top of industry developments and their effects on client's competitive position. Qualifications: 8+ years of recent and relevant public accounting external audit experience. Your background should have experience in external audit working with Food & Commodities, Metals, Supply Chain, Cannabis, Healthcare, Technology Media Telecommunications, Consumer Markets, Life Sciences, Real Estate & Construction, & Manufacturing clients. Organization, communication, technical, time management, and accounting and auditing skills as you work efficiently with clients and adequately work on multiple engagements and teams. It is important that you interact with clients, prospects, all levels of staff, and colleagues in a professional fashion. You will need to be able to multi-task since planning, executing, and wrapping up various engagements may have to be performed concurrently. We require experience supervising engagement team members and instructing them on completing assigned task. This position requires you to be a licensed CPA in your aligned home office state or being able to acquire a reciprocal one for that state. Ability to work additional hours as needed and travel to various client sites. We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $97,000.00 - $244,000.00 per year. Our Benefits: Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you! How You Can Grow: We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper! More about Crowe: Crowe (************** is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world. Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge. Crowe 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. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.

#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

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 Services Manager/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

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 Services Manager/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

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

#LI-MM2 #LI-Hybrid * Utilizing our business process, plans, evaluates and manages the execution of assigned projects * Develops and maintains software, operating systems and hardware technology * Administers, maintains, develops and implements policies, procedures and best practices * Has expert knowledge of commonly used concepts, practices and procedures within job scope * Identify and review opportunities and implement recommendations for improvement to mitigate risk and optimize technology * Prepare formal project plans maintaining an awareness and an updated status of projects that fall within span of responsibility * Provide leadership and mentoring opportunities to staff Preferred Qualifications * 5+ years of experience in IT Service Management or IT Operations leadership roles * College degree or equivalent required * ITIL 4 Foundation Certification (advanced ITIL certifications preferred) * Demonstrated success in implementing, governing, and improving ITSM processes in mid-to-large organizations * Strong analytical and root cause analysis skills, with the ability to translate findings into actionable improvements * Proven ability to develop and communicate metrics, dashboards, and executive-level reporting * 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

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. We are looking for an experienced and client-focused Workday Sr Manager to join our team. As a Workday Sr Manager, you will have the opportunity to wear multiple hats and help shape the vision of our newly formed Workday Financials Practice. You will be responsible for implementing Workday Financial solutions, working directly with clients, and providing expertise in Workday Financial functionality. Your consulting experience, in-depth knowledge of Workday Financials, and client relationship management skills will contribute to the success of our projects. The ideal candidate has an entrepreneurial spirit with positive energy to drive to achieve results, a growth mindset, and a focus on innovation. Responsibilities: * Collaborate with clients to understand their business requirements and translate them into effective Workday Financials solutions. * Configure and implement Workday Financials modules * Conduct fit-gap analysis to identify areas of customization and develop solutions to address client-specific requirements. * Advise clients on best practices for Workday Financials implementation and provide recommendations for system optimization. * Design and build Workday reports, dashboards, and analytics to meet client reporting needs. * Support client and data conversion teams in converting legacy data into Workday. * Support integration teams in helping configure and test integrations between Workday and other systems. * Assist in defining testing strategies, creating test scripts, and conducting system testing. * Provide end-user training on Workday functionality and assist with change management activities. * Troubleshoot and resolve issues during the implementation and post-implementation phases. * Stay updated on the latest Workday releases, features, and functionality, and share knowledge with the team. * Contribute to the continuous improvement of internal processes, tools, and methodologies. * Assist in pre-sales activities, including participating in demos, proposals, and client presentations. Requirements: * Bachelor's degree in business, Accounting, Finance, Information Systems, or a related field (or equivalent work experience). * Minimum of 7 years' experience as a Workday consultant, with a focus on Workday Financial implementations. * Collaborating with cross-functional teams to ensure seamless integrations between human resources and other departments. * Workday Financials, report writing certification(s) demonstrating expertise in Workday financials functionality or ability to obtain and retain appropriate certifications. * Consulting background or experience working for a consulting firm or in a client-facing role. * Strong analytical and problem-solving skills to understand complex business processes and translate them into Workday solutions. * Knowledge of Workday security and role-based permissions. * Experience with data conversion and migration in Workday. * Excellent communication and presentation skills, with the ability to effectively convey technical information to non-technical stakeholders. * Ability to work collaboratively in a team environment and effectively manage client relationships. * Ability to travel to client sites 10% of the time * Flexibility to work from home while collaborating in person half the time. "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's 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. For Colorado residents, the compensation range for this position: $160,700 - $217,300. For Illinois residents, Washington residents, New York residents, and Southern California residents, the compensation range for this position: $176,800 - $239,000. For Northern California residents, the compensation range for this position: $184,800 - $249,900. Compensation may vary based on skills, role, and location. Armanino has a robust offering of benefits, including: * Medical, dental, vision * Generous PTO plan * 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.

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. Job Responsibilities * Manage multiple master feeder (including blockers) funds' reporting related to daily, monthly, quarterly and annual accounting and operational activities. * Prepare wire and ACH transfers for invoice payments, investment funding, investors' distributions. * Set up calculation schedules for capital calls, distributions, and management fee per LPAs. * Set up various operational and financial reports in the accounting system, Investran. * Review monthly bank reconciliations. * Prepare consolidated financial reporting and NAV packages in ensuring adequacy of the equity pick up. * Review quarterly investor statements in ensuring adequacy of investors' allocation. * Prepare a complete set of annual financial statements and footnote disclosures relating to audit requirements. * Plan, direct and coordinate with client and financial management outsourcing staff for timely and accurate monthly finance and accounting services. * Act as ultimate lead in audit processes. * Assist with the tax support. * Assist with ad hoc projects. * Supervise staff accounts on day-to-day functions and provide job trainings to the team. * Complete assigned projects and tasks on schedule. Requirements * Bachelor's Degree in Accounting, Finance or another business-related discipline * Minimum of 8 years' experience in the asset management industry or fund accounting * Minimum of 2 years' experience leading teams and managing team members * Background with multi-tiered master-feeder fund structures and investor reporting * Prior work in public accounting or fund administration accounting * Proven ability to run the financial close process * Skilled in managing open and close-ended funds * Proficient in waterfalls and performance fee calculations * Strong exposure to private debt, private equity, and real estate fund structures * Familiarity with Investran and a variety of investor portals * Flexibility to work from home while collaborating in person half the time. Preferred Qualifications * CPA is highly desirable "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. For Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $160,900 - $198,713. For Northern California residents, the compensation range for this position: $168,200 - $197,900. 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.

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 Accounting and Consulting 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. Job Responsibilities Has direct client contact. Reads and prioritizes emails from clients and vendors and take appropriate action. Approves clients' invoices in accounting software and ensure bills are paid timely on an ongoing basis. Oversees wire transfers for accuracy and timeliness. Reviews clients' general ledger(s) for accuracy. Reviews Bank Reconciliations. Reviews cash flow statement of receipts and disbursements for team lead. Reviews preparation of annual 1099 filings. Reviews year-end tax package for tax accountants. Reviews payroll tax returns prepared by payroll company to the general ledger. Reviews and assists with Tax & License forms such as City Business License Returns, Secretary of State Statements of Information and Business Personal Property. Prepares/Reviews Financial Statements. Coordinates client meetings, as needed. Collaborates with team to prepare supporting documents for tax examination, if applicable. Collaborates with property & casualty insurance brokers (i.e. review annual rates and coverage, worker's compensation audit), as needed. Communicates with team to resolve billing inquiries (telephone company, cable, etc), as needed. Assist with clients' medical insurance reimbursements, as needed. Participates in special projects upon client requests, such as buying/leasing a house/automobile, review insurance policies, complete subscription documents for new investments, complete loan applications, etc. Participates in business development, as needed. Requirements Bachelor's degree in Accounting, Finance, or related field required. Minimum 8 years of progressive accounting experience, including work with high-net-worth individuals, multi-entity structures, or family office/private client services. Minimum of 3 years' experience in a leadership role with responsibility for supervising, mentoring, and developing team members. Strong understanding of financial reporting, general ledger accounting, and cash management. Proficiency with Sage Intacct (required) and strong Excel skills. Proven ability to manage multiple clients simultaneously while meeting deadlines. Excellent communication and interpersonal skills, with the ability to build trust and maintain strong client relationships. Demonstrated track record of sound judgment and independent decision-making. Flexibility to work from home while collaborating in person half the time. Preferred Qualifications CPA, CFP, or other relevant certification. Experience in family office, business management, wealth management, or professional services environments. Exposure to investment reporting, alternative assets, or trust/estate accounting. Strong business acumen with the ability to identify process improvements and contribute to practice growth. Experience partnering with external advisors (tax, legal, investment managers, insurance). “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. For Colorado residents, the compensation range for this position: $142,000 - $167,000. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $156,000 - $183,700. For Northern California residents, the compensation range for this position: $163,300 - $192,000. 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.

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. Job Responsibilities * Manage multiple master feeder (including blockers) funds' reporting related to daily, monthly, quarterly and annual accounting and operational activities. * Prepare wire and ACH transfers for invoice payments, investment funding, investors' distributions. * Set up calculation schedules for capital calls, distributions, and management fee per LPAs. * Set up various operational and financial reports in the accounting system, Investran. * Review monthly bank reconciliations. * Prepare consolidated financial reporting and NAV packages in ensuring adequacy of the equity pick up. * Review quarterly investor statements in ensuring adequacy of investors' allocation. * Prepare a complete set of annual financial statements and footnote disclosures relating to audit requirements. * Plan, direct and coordinate with client and financial management outsourcing staff for timely and accurate monthly finance and accounting services. * Act as ultimate lead in audit processes. * Assist with the tax support. * Assist with ad hoc projects. * Supervise staff accounts on day-to-day functions and provide job trainings to the team. * Complete assigned projects and tasks on schedule. Requirements * Bachelor's Degree in Accounting, Finance or another business-related discipline * Minimum of 8 years' experience in the asset management industry or fund accounting * Minimum of 2 years' experience leading teams and managing team members * Background with multi-tiered master-feeder fund structures and investor reporting * Prior work in public accounting or fund administration accounting * Proven ability to run the financial close process * Skilled in managing open and close-ended funds * Proficient in waterfalls and performance fee calculations * Strong exposure to private debt, private equity, and real estate fund structures * Familiarity with Investran and a variety of investor portals * Flexibility to work from home while collaborating in person half the time. Preferred Qualifications * CPA is highly desirable "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. For Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $160,900 - $198,713. For Northern California residents, the compensation range for this position: $168,200 - $197,900. 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.

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. Job Responsibilities * Manage multiple master feeder (including blockers) funds' reporting related to daily, monthly, quarterly and annual accounting and operational activities. * Prepare wire and ACH transfers for invoice payments, investment funding, investors' distributions. * Set up calculation schedules for capital calls, distributions, and management fee per LPAs. * Set up various operational and financial reports in the accounting system, Investran. * Review monthly bank reconciliations. * Prepare consolidated financial reporting and NAV packages in ensuring adequacy of the equity pick up. * Review quarterly investor statements in ensuring adequacy of investors' allocation. * Prepare a complete set of annual financial statements and footnote disclosures relating to audit requirements. * Plan, direct and coordinate with client and financial management outsourcing staff for timely and accurate monthly finance and accounting services. * Act as ultimate lead in audit processes. * Assist with the tax support. * Assist with ad hoc projects. * Supervise staff accounts on day-to-day functions and provide job trainings to the team. * Complete assigned projects and tasks on schedule. Requirements * Bachelor's Degree in Accounting, Finance or another business-related discipline * Minimum of 8 years' experience in the asset management industry or fund accounting * Minimum of 2 years' experience leading teams and managing team members * Background with multi-tiered master-feeder fund structures and investor reporting * Prior work in public accounting or fund administration accounting * Proven ability to run the financial close process * Skilled in managing open and close-ended funds * Proficient in waterfalls and performance fee calculations * Strong exposure to private debt, private equity, and real estate fund structures * Familiarity with Investran and a variety of investor portals * Flexibility to work from home while collaborating in person half the time. Preferred Qualifications * CPA is highly desirable "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. For Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $160,900 - $198,713. For Northern California residents, the compensation range for this position: $168,200 - $197,900. 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.

Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work (************************************************** , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. To support the continued growth of our Deal Advisory (*********************************************************************************** practice, an opportunity has been created for a **Senior Manager** to join our high performing team with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource. Our National Deal Advisory practice supports M&A activities of our Private Equity clients and strategic corporations across the US and internationally. Our services include buy-side due diligence, sell-side due diligence, working capital assistance, merger integration and optimization, divestitures and carve outs. Throughout 2024, our team advised on ~600 deal with an aggregate transaction value exceeding $19B. Our ideal candidate has demonstrated experience leading the execution of engagements and is equally as comfortable participating in strategic discussions with executive leaders as they are performing relevant deal analysis. If you're ready to join our team of seasoned, expert, nationally acclaimed and knowledgeable professionals - we're ready to hear from you! **As a Senior Manager, you will:** + Lead and manage buy-side and sell-side accounting and financial due diligence engagements + Develop relationships with clients and engage in effective interactions with target company executives + Perform quality of earnings and working capital analyses + Identify and evaluate matters that potentially impact enterprise value and the purchase or sales price + Identify and evaluate financial and operational trends of target companies + Communicate effectively, both verbal and written, our due diligence findings + Supervise multiple professionals and prioritize tasks, serving as a hands-on lead for engagements from inception to completion + Participate in performance reviews and new business development activities **What you bring to the role:** + Bachelor's Degree in Accounting (preferred), Finance or related business discipline + 8+ years within a professional services discipline, with 5+ years of direct experience in Financial Due Diligence and a foundation in audit, financial reporting, or CFO responsibilities (Big 4, National or large Regional CPA firm experience preferred) + Advanced Degree or relevant professional certification such as CPA or CFA preferred + Strong GAAP, data analysis/mining and critical thinking skills + Experience working with Private Equity groups preferred + Willingness to travel as needed (expected **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:** $159,400 to $247,900 **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.

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.

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.

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 senior care healthcare consulting team focuses on our clients' critical business needs. Our team works with post-acute providers including SNFS, Hospice, HHA, ICF, etc. From reimbursement strategy to operations and everything in between, our integrated solution approach is designed to help enable and manage growth, leverage resources, and mitigate costs and risks. At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and seek new opportunities. Your role. Your work will include, but not be limited to: Lead and manage strategic engagements focused on preparation of Medicaid and Medicare cost reports Prepare, review, and analyze SNF, Home Health & Hospice Medicare and Medicaid cost reports in accordance with Federal and State regulations Analyze client financial and operating data in order to identify opportunities to optimize reimbursement rates for clients, while also understanding the clients' operational data from a staffing and expense management standpoint Provide client accounting assistance as requested Drive top-line revenue for clients in maximizing reimbursement Supervise and coordinate activities of consulting staff Build and manage client relationships, including practice development activities The qualifications. Bachelor's degree in Accounting or Finance required. CPA highly preferred 10 years of experience in post- acute healthcare reimbursement including Medicare, Medicaid, and cost reporting Strong background in accounting and financial analysis, with the ability to identify variances and identify opportunities to improve processes & procedures Proficient technical skills, including those required to be proficient with financial accounting and reporting systems and MS Office Ability to exercise extreme confidentiality and effectively communicate with client personnel Staff members working onsite at healthcare clients will be required to have updated immunizations per client compliance requirements with federal workplace safety guidelines Ability to travel approximately 10-15% It is preferred that candidates would reside in the Cleveland or Columbus, Ohio or the Chicago area. Fully remote workers would be in consideration 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. For Colorado & Illinois Applicants: 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. These standard offerings are effective on the first of the month following your start date. 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 Interns and Contractors the option to elect health insurance under our contingent staff medical plan as of the 1st of the month following 60 days of employment in addition to limited paid time sick time. Seasonal staff are not eligible for benefits. Compensation is commensurate with technical skills and experience is provided in accordance with applicable state requirement. Compensation information posted is based on a position being located in the state of CO or IL. Please review the position location for the applicable geographic location. 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. Colorado monthly base range is as follows:$11,250.00 to $16,666.67 Illinois monthly base range is as follows:$11,250.00 to $16,666.67 #LI JV-1 #LI HYBRID