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Ridout, Barrett & Co., P.c. jobs - 22 jobs

  • CFO Services Consultant

    Rehmann 4.7company rating

    Remote job

    Your Passion. Your Purpose. If you're here, you're looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm's success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership. No matter where you want to go in your career, Rehmann can help you get there. Whether you're in the early stages of your professional journey or you're further down your path, we're focused on helping you achieve your goals - whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose. To learn more about Rehmann, visit: ******************************** Job Description: Rehmann's Business Solutions group combines executive level talent with the latest technology tools to provide industry-specific financial guidance that drive and maximize bottom-line results. Our professionals provide our clients with flexible, customized financial solutions that support their key strategic decisions and day-to-day operations.How You'll Make an Impact at Rehmann: Reviewing transactional processes for efficiency, making recommendations and following through implementation. Managing client relationships and expectations. Leading operational conversations with management. Reviewing month-end close procedures and ensuring compliance. Reviewing budget to actual comparisons and preparing complex variance analysis. Managing budgeting/forecasting assumptions and process. Reviewing prepared financial statements and analysis. Reviewing cash flow projections. Reviewing cost accounting and margin performance. Recommending KPIs dashboards and aids. Advising and overseeing external accounting teams on month -end close procedures, preparation and analysis of financials. Reviewing intermediate business and/or personal income tax returns. Participating in client billing and quoting. Assessing engagement economics and making efforts to leverage the team to increase profitability. Reviewing engagement letter renewals. Coaching, developing and training associates Your Desired Skills, Values & Experiences: Bachelor's degree in Finance, Accounting, Economics, or related field. 6+ years of relevant experience in industry or public accounting consulting roles Strong presentation and communication skill set Strong technical skill set with experience in: Annual budget/strategic processes Financial analysis and forecasting processes Costing experience Recommendations regarding client internal controls and policies Adaptable to new technology Strong oversight experience with the following: Department structuring and management Month-end close process and internal financial statements Cash management and key metrics Out-of-the box thinking and an entrepreneurial spirit A new perspective and new ideas allowing us to continuously improve We Put People First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more. When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be. Rehmann is an Equal Opportunity Employer.
    $85k-142k yearly est. Auto-Apply 24d ago
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  • Conflict Checks Senior - National Office

    UHY 4.7company rating

    Remote job

    JOB SUMMARYAs a Conflict Checks Senior, you will play a key role in supporting the firm's commitment to independence and ethical compliance. You will assist in the day-to-day management of the firm's conflict checking and entity independence processes, helping engagement teams identify, evaluate, and address potential conflicts. This includes reviewing flagged conflicts, conducting preliminary research, providing guidance, and escalating issues as appropriate to ensure compliance with regulatory and firm standards. This role reports to the Independence and Ethics Compliance Leader of the UHY LLP National Office and works closely with the Conflict Checks Manager to maintain alignment with the firm's ethical and regulatory obligations. Conflicts & Independence Responsibilities Coordinate and execute the day-to-day conflict check process by reviewing potential conflicts identified through the firm's conflict checking system, researching client and engagement relationships, and advising engagement teams on independence considerations prior to client acceptance Evaluate conflict check submissions and prepare recommendations for escalation to the Manager, Independence and Ethics Compliance Leader, or Independence Committee when higher-level review is required Support the investment audit process by tracking auditee selections, reviewing initial findings, and preparing summaries for Manager review Monitor independence-related updates issued by regulatory bodies (e.g., AICPA, PCAOB, SEC, DOL, GAO) and assist in assessing impacts on firm processes and tools Maintain and update conflict monitoring systems and tools (e.g., Intapp, Entity-tree management), ensuring accuracy and completeness of data and identifying opportunities for process improvements Respond to inquiries from UHY engagement teams and UHY international network firms by performing initial research and providing preliminary guidance or escalation recommendations Contribute to training and awareness efforts by providing real-case insights and feedback to help refine the firm's training related to conflict checks and independence. Collaboration and Quality Management Support the Manager in contributing to UHY LLP Management Committee discussions by preparing updates, summaries, and documentation related to conflicts and independence procedures Apply knowledge of quality management standards to help maintain processes and monitoring activities that support independence and ethics compliance Collaborate with National Office team members to help document and evaluate controls related to conflict checking and independence, including gathering process information and coordinating testing activities Assist in maintaining standardized conflict check procedures and identifying opportunities to improve consistency and efficiency across engagement teams Coordinate communication with independence personnel across UHY international network firms to support consistency and responsiveness on shared engagement matters Supervisory responsibilities N/A Work environment Work can be conducted remotely or in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel of 5% to 10% is required for attendance at conferences, attendance, and/or facilitation of in-person training and National Office Team Meetings Required education and experience Paralegal certificate or related experience performing conflict checks in a professional services firm 3+ of experience in public accounting, at a law or professional services firm, including time spent supporting independence, compliance, or conflicts Preferred education and experience Experience with Intapp, Deltek Maconomy, and Salesforce Familiarity with the implementation and ongoing maintenance of quality such as SQMS No. 1, ISQM1 and QC 1000 Familiarity with the Independence rules and Standards for the AICPA, PCAOB, SEC, DOL, and GAO. Familiarity with GASB standards Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $39k-47k yearly est. Auto-Apply 11d ago
  • Resource Solutions - Project Consultant

    UHY 4.7company rating

    Remote job

    JOB SUMMARYAs a Resource Solutions - Project Consultant, you will leverage your expertise to drive mission-critical accounting and finance projects for mid-market to large-size clients. As an experienced professional, you'll address complex challenges across diverse industries Ideal Candidate Profile Self-starter who thrives in dynamic environments Quickly assesses situations and develops effective solutions Works independently while collaborating with client teams Example Responsibilities and types of engagements Serve as Interim Controller, overseeing financial operations Manage accounting functions, transactions, and month-end closings Prepare and analyze financial statements, budgets, and forecasts Implement and monitor internal controls for regulatory compliance Lead special projects (e.g., system transitions, audit preparations, M&A financial integrations) Supervisory responsibilities Potential to supervise employees, depending upon client need Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending upon client's needs Required education and experience 10+ years of experience in accounting, finance, or related fields Experience working in complex, multi-entity corporations Exceptional problem-solving skills Strong self-motivation and initiative in ambiguous situations Proficiency in accounting applications (e.g., NetSuite, Oracle, SAP) and data analysis tools Effective communication skills across all organizational levels Ability to pass thorough background checks (criminal, credit, education, certification, references) Preferred education and experience Bachelor's degree in related field or equivalent experience CPA or equivalent certification Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $77k-99k yearly est. Auto-Apply 60d+ ago
  • Resource Solutions Project Professional

    UHY 4.7company rating

    Remote job

    JOB SUMMARYUHY is a global accounting network with 330 offices and 8,600 staff in 101 countries. In the United States, UHY provides audit & assurance, tax, advisory, and consulting services. Our Resource Solutions Group delivers specialized services for the Office of the CFO, offering experienced interim professionals for a wide range of accounting and finance projects.JOB DESCRIPTION Leverage your expertise to drive mission-critical accounting and finance projects for mid-market to large-size clients. As an experienced professional, you'll address complex challenges across diverse industries. Ideal Candidate Profile Self-starter who thrives in dynamic environments Quickly assesses situations and develops effective solutions Works independently while collaborating with client teams Example Responsibilities and types of engagements: Serve as Interim Controller, overseeing financial operations Manage accounting functions, transactions, and month-end closings Prepare and analyze financial statements, budgets, and forecasts Implement and monitor internal controls for regulatory compliance Lead special projects (e.g., system transitions, audit preparations, M&A financial integrations) Requirements 10+ years of experience in accounting, finance, or related fields Experience working in complex, multi-entity corporations Exceptional problem-solving skills Strong self-motivation and initiative in ambiguous situations Proficiency in accounting applications (e.g., NetSuite, Oracle, SAP) and data analysis tools Bachelor's degree CPA or equivalent certification preferred Effective communication skills across all organizational levels Ability to pass thorough background checks (criminal, credit, education, certification, references) We Offer Diverse project opportunities with mid-market to large enterprises Comprehensive benefits: Medical/dental/vision insurance, Paid Time Off, Paid Holidays, 401K, Life Insurance WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $66k-87k yearly est. Auto-Apply 60d+ ago
  • Conflict Checks Manager - National Office

    UHY 4.7company rating

    Remote job

    JOB SUMMARYAs the Conflict Checks Manager, you will play a critical role in protecting the integrity of our client acceptance and engagement processes. You will oversee the day-to-day operation of the firm's conflict checking and entity independence verification processes, helping engagement teams navigate independence and ethics risks by reviewing, clearing, and escalating conflicts identified by firm's conflict checking system. The team is collaborative, high-performing, and responsible for upholding the firm's highest standards of independence and professional ethics. This role reports to the Independence and Ethics Compliance Leader of the UHY LLP National Office, ensuring alignment with the firm's ethical and regulatory obligations. Conflicts & Independence Responsibilities Manage the daily conflict check process by reviewing flagged conflicts, researching client relationships, and assisting teams in assessing independence risks prior to client acceptance Evaluate conflict check submissions from engagement teams, resolving issues when possible and escalating complex matters to the Independence and Ethics Compliance Leader or Independence Committee as appropriate Provide comprehensive support during the investment audit process, including tracking auditee selections, conducting initial evaluations of findings, and escalating significant issues for further review Monitor independence-related developments from regulatory bodies (such as AICPA, PCAOB, SEC, DOL, and GAO) and assess their impact on firm policies and processes Maintain and enhance conflict monitoring tools and systems (e.g., Intapp, Entity-tree management), ensuring accurate setup and effective integration across platforms Respond to independence and ethics-related inquiries from UHY engagement teams and international network firms, conducting initial analysis and providing preliminary guidance Support the development and improvement of firm training on conflict checks and independence, offering feedback based on practical conflict resolution experience. Conduct thorough conflict checks for professional services engagements, leveraging prior experience to ensure compliance and accuracy Collaboration and Monitoring of Quality Control with Leadership Actively contribute to the firm's system of quality management by participating in bimonthly UHY LLP Management Committee meetings, where you help shape, update, and communicate firm-wide policies Understand the quality management standards as well as our firm's current system of quality management to develop processes, controls, and monitoring to assure compliance relevant to independence and ethics Partner with colleagues in the UHY LLP National Office to thoroughly review and enhance the firm's system of quality management as it pertains to independence and ethics, ensuring that best practices are consistently understood and applied Assist with the review and performance of conflict-checks over documentation of processes and controls, including the design of effective monitoring controls to monitor the firm's system of quality management Maintain professional relationships with independence personnel in the UHY international network firms, ensuring consistency and responsiveness across firm engagements Supervisory responsibilities Supervisory or team leadership experience vise staff and other resources, as appropriate, during projects and other initiatives Work environment Work can be conducted remotely or in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel of 5% to 10% is required for attendance at conferences, attendance, and/or facilitation of in-person training and National Office Team Meetings. Required education and experience Bachelor's degree in accounting, business, or related field 6+ years of experience in public accounting or professional services firm, including 2+ years working in risk, independence, or compliance Demonstrated ability to manage and resolve complex independence/conflict issues Preferred education and experience Supervisory or team leadership experience CPA, CCEP, or similar professional certification Experience with the implementation and ongoing maintenance of quality such as SQMS No. 1, ISQM1 and QC 1000 Knowledge of Independence rules and Standards for the AICPA, PCAOB, SEC, DOL, and GAO Familiarity with GASB standards Experience with Intapp, Deltek Maconomy, and Salesforce Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $75k-100k yearly est. Auto-Apply 45d ago
  • Audit Supervisor

    Topel Forman 3.7company rating

    Remote or Denver, CO job

    As an Audit Supervisor, you will be providing high-level client service, assisting, and managing all types of assurance engagements to clients within the investment partnership and private equity, broker/dealers, manufacturing and distribution, real estate, employee benefit plans, technology, and professional service company industries. You will be rewarded with the opportunity to both develop professionally and increase the firm's reputation. As an Audit Supervisor, you will be developing and training associates and in-charge senior associates. Responsibilities Ability to manage client engagements from start to finish, which includes planning, executing, directing, and completing financial statement engagements and managing engagement budget. Build and maintain client relationships and manage all aspects of the client engagement process. Supervise, train, and mentor associates and interns on the audit process. Identify and resolve client issues discovered during the audit process. Researching, reviewing, and analyzing various new audit and accounting standards and communicating to team members and or clients. Provide relevant feedback to associates and senior associates on engagements for critical review items and performance-related matters. Assist partners and managers on proposals and business development calls. Continue professional development and training sessions on a regular basis. Requirements BS/BA in Accounting. Minimum of 4 or more years of progressive audit experience with a public accounting firm. Familiarity with and experience in the application of U.S. GAAP and GAAS to financial statement engagements. A passionate learner who welcomes opportunities to be stretched. An entrepreneurial point of view in the Auditor role. An energized professional seeking greater responsibility and more autonomy with clients. Excellent project management, organizational and analytical skills. Strong leadership and mentoring skills. Dedication to providing superior client service. Excellent verbal and written communication skills. Proficiency in MS Office, specifically Word and Excel. The collaborative drive to contribute to a dynamic team environment as a true team player. Preferred Requirements Experience in at least one of the following industries is highly preferred: investment partnerships and private equity; broker/dealers; manufacturing and distribution, or real estate, employee benefit plans Experience in personal and entity income taxation preferred but not required CPA certification is in-hand or eligible to sit for the exam. About Us Topel Forman is a leading certified public accounting firm in the Midwest and the Denver region providing a wide range of attest, accounting, tax, advisory, and consulting services to individuals, professionals, closely-held and family-owned businesses and corporations. At Topel Forman, you'll find the high level of talent and expertise you'd expect from a larger firm, but with the accessibility and collaboration that are usually only available at a smaller organization. You can expect to work directly with clients, senior-level management, and partners with knowledge of various disciplines. A proactive, hands-on approach to our clients allows you to grow in your expertise and advance in your career. For more information on Topel Forman, please visit our website at ******************** Benefits Competitive annual salary range of $105,000-$145,000 Annual discretionary bonus eligibility 35-hour workweek during non-busy season To learn more about our firm and benefit offerings, please visit our careers page. Remote Work Internet Policy Internet requirements for working remotely: We require an internet plan with the following minimum upload and download speeds for best connection: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.
    $105k-145k yearly 5d ago
  • Software Solutions Senior - Sage Intacct

    UHY 4.7company rating

    Remote job

    JOB SUMMARYThe Sage Intacct Software Solutions Senior is a key member of the Client Accounting Advisory Services team, responsible for designing, configuring, and implementing Sage Intacct solutions for clients. This role requires deep functional and technical expertise in Sage Intacct, strong accounting knowledge, and the ability to lead implementations from discovery through post-go-live support. The Software Solutions Senior partners closely with clients and internal teams to deliver scalable, high-quality Sage Intacct solutions that align with client accounting workflows and business objectives. This role also provides guidance and mentorship to associate team members.JOB DESCRIPTION Lead the design, configuration, and implementation of Sage Intacct modules, including but not limited to General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Purchasing, Order Entry, Projects, and Multi-Entity environments, ensuring alignment with best practices and client requirements Collaborate with internal stakeholders, including product managers, business analysts, and CAAS team members, to gather client requirements and translate them into effective Sage Intacct solutions Apply a strong understanding of accounting principles and operational workflows to design, configure, and optimize Sage Intacct for client accounting processes Conduct Sage Intacct system implementations across the full project lifecycle, including requirements analysis, solution design, configuration, testing, training, go-live support, and post-implementation optimization Provide end-user training on Sage Intacct functionality, reporting, dashboards, and workflows to drive client adoption and long-term success Prepare and maintain comprehensive implementation documentation, including configuration workbooks, user guides, training materials, and process documentation Provide ongoing Sage Intacct technical and functional support to clients through phone, email, remote access, and the Issuetrak ticketing system Collaborate with cross-functional teams to define and execute testing strategies, including unit testing, user acceptance testing, and validation of financial data accuracy Troubleshoot and resolve complex issues related to Sage Intacct configuration, integrations, data migrations, reporting, and system performance Stay current on Sage Intacct releases, new features, and industry trends to continuously enhance implementation quality and client solutions Partner with stakeholders to prioritize Sage Intacct enhancements and optimization opportunities based on client needs and business impact Conduct Sage Intacct software demonstrations for prospective clients, create pricing quotes, and assist with drafting engagement letters Assist with Sage Intacct vendor invoice processing and allocation to support accurate client billing WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $73k-92k yearly est. Auto-Apply 3d ago
  • Controller (Client Opening)

    Rehmann 4.7company rating

    Remote job

    Our client, Aalchem, is a leading provider of top-quality chemical products and detailed one-on-one customer service to ensure each customer receives the highest quality chemicals as needed to successfully operate their business. The Controller is a senior finance leader responsible for managing all accounting operations and supporting strategic decision-making. This role oversees financial reporting, cost analysis, internal controls, and team leadership to maintain financial integrity and operational efficiency. Core Responsibilities Financial Reporting & Compliance: Prepare accurate monthly, quarterly, and annual financial statements in accordance with GAAP. Provide meaningful and relevant analysis of financial performance and key operating metrics; providing actionable information Ensure compliance with federal, state, and local tax regulations. Oversee audits and maintain strong internal controls to mitigate risk. Budgeting, Forecasting & Analysis: Develop annual budgets and rolling forecasts; monitor variances and provide actionable insights. Conduct financial modeling and scenario analysis to support strategic planning. Cost & Inventory Management: Manage inventory costing and production cost analysis for chemical products. Identify opportunities for cost savings and efficiency improvements. Cash Flow & Risk Management: Monitor cash positions and funding requirements; manage debt and banking relationships. Implement risk management strategies and ensure liquidity for operations. Leadership & Team Development: Lead, manage, and inspire a team of 6 (5 accounting staff and 1 receptionist), ensuring clarity of roles and responsibilities. Provide strong leadership by setting clear goals, monitoring performance, and fostering a culture of accountability and engagement. Recruit, train, and continuously develop team members to meet evolving business needs and support career growth. Motivate and coach staff to achieve excellence, encouraging collaboration and professional development. Process Improvement & Technology: Streamline financial processes and introduce automation or ERP enhancements. Ensure timely and accurate month-end and year-end close processes Qualifications Bachelor's degree in Accounting or Finance; CPA strongly preferred. 7+ years of progressive accounting experience, including leadership roles. Strong knowledge of GAAP, cost accounting, and tax compliance. Experience in chemical manufacturing or distribution highly desirable. Proficiency in ERP systems and advanced Excel skills. Excellent analytical, communication, and leadership abilities. Key Competencies Strategic thinking with attention to detail Ability to manage complexity and drive process improvements Strong interpersonal skills for cross-functional collaboration Ability to lead, motivate, and develop teams effectively High emotional intelligence and empathy in leadership Conflict resolution and negotiation skills Resilience under pressure and adaptability to change Demonstrates resilience and maintains professionalism when navigating complex stakeholder dynamics. Comprehensive benefits package including Medical/Rx, Dental, Vision, Life/AD&D, Voluntary benefit options
    $79k-124k yearly est. Auto-Apply 7d ago
  • 2026 Summer Leadership Program

    HLB Gross Collins 3.7company rating

    Remote or Atlanta, GA job

    Job Description Are you a rising junior or senior looking to jump-start your career, develop your leadership skills, and get a glimpse inside a top 25 Atlanta public accounting firm? HLB Gross Collins is excited to invite you to join us for our one-day HLB Summer Leadership Program. This interactive program is designed to help you hone in your strengths and identify your goals as you prepare for a successful start to your career in accounting. Unlock your leadership potential and develop personally and professionally. PROGRAM HIGHLIGHTS: Network with industry professionals from staff, managers, partners, and even our CEO Increase your knowledge about various career paths in public accounting Participate in leadership workshops and gain valuable insight about your strengths Learn interviewing best practices and resume optimization Experience HLB's company culture compared to other firms Form friendships with students at different schools Gain advice and tips from experienced professionals Break a sweat and get active Throughout the two-day program, you will participate in experiential activities, conferences, and workshops in and out of the office. Come join us to learn more about us, yourself, and build connections that will serve you throughout your career in accounting! Our Summer Leadership program will be hosted live, in-person out of our Atlanta, GA office. Safety is our number one priority, and we intend to follow all CDC, state, and local guidelines. Should the need arise, will will move our Summer Leadership Program to a fully virtual format and notify all participants. Program Date: May 18, 2026 Location: In-Person - Atlanta, GA Powered by JazzHR jFFg6GBZ4B
    $58k-76k yearly est. 16d ago
  • Senior Audit Associate

    Topel Forman 3.7company rating

    Remote or Chicago, IL job

    As a Senior Audit Associate, you will be providing high-level client service, assisting, and leading financial statement engagements, including audits, reviews, and compilations to clients within the investment partnership and private equity; manufacturing and distribution, real estate, technology, and professional service companies industries. You will be rewarded with the opportunity to both develop professionally and increase the firm's reputation. As a Senior Audit Associate, you will be developing, training, and mentoring associates. Responsibilities Ability to be the in-charge of client engagements from start to finish, which includes planning, executing, directing, and completing financial statement engagements and managing to budget. Supervise, train, and mentor associates and interns on the audit process. Identify and resolve client issues discovered during the audit process and relay them to the Manager or Partner in charge. Researching, reviewing, and analyzing various new audit and accounting standards and communicating to team members and or clients. Gain a comprehensive understanding of client operations, processes, and business objectives and apply that knowledge on engagements, and train associates with that knowledge. Continue professional development and training sessions on a regular basis. Requirements BS/BA in Accounting. Minimum of 2 or more years of progressive audit experience with a public accounting firm. Familiarity with and experience in the application of U.S. GAAP and GAAS to financial statement engagements. The collaborative drive to contribute to a dynamic team environment as a true team player. A passionate learner who welcomes opportunities to be stretched. An entrepreneurial point of view in the Auditor role. Excellent project management, organizational and analytical skills. Strong leadership and mentoring skills. Dedication to providing superior client service. Excellent verbal and written communication skills. Proficiency in MS Office, specifically Word and Excel. Preferred Qualifications Experience with personal and entity income taxation preferred but not required Experience in at least one of the following industries is highly preferred: Investment partnerships and private equity; manufacturing and distribution, or real estate. CPA certification is in-hand or eligible to sit for the CPA exam. About Us Topel Forman is a leading certified public accounting firm in the Midwest and the Denver region providing a wide range of attest, accounting, tax, advisory, and consulting services to individuals, professionals, closely-held and family-owned businesses and corporations. At Topel Forman, you'll find the high level of talent and expertise you'd expect from a larger firm, but with the accessibility and collaboration that are usually only available at a smaller organization. You can expect to work directly with clients, senior-level management, and partners with knowledge of various disciplines. A proactive, hands-on approach to our clients allows you to grow in your expertise and advance in your career. For more information on Topel Forman, please visit our website at ******************** Benefits Competitive salary with the range of $65,000 to $90,000, with annual merit increases Annual discretionary bonus eligibility 35-hour workweek during non-busy season To learn more about our firm and benefit offerings, please visit our careers page. Remote Work Internet Policy Internet requirements for working remotely: We require an internet plan with the following minimum upload and download speeds for best connection: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.
    $65k-90k yearly Auto-Apply 60d+ ago
  • Tax Manager

    Topel Forman 3.7company rating

    Remote or Chicago, IL job

    We are looking for a Tax Manager for our Chicago office, to lead and manage a book of clients including a combination of individuals, entities, trust, estate, and gift tax returns while delivering quality tax services that will afford you the opportunity to both develop professionally and increase the firm's reputation. Responsibilities Prepares and reviews a variety of tax returns, including individual, partnerships, S corporation, C corporations, trust, gift, estate and/or not-for-profit tax returns Research tax issues and legislation and exercise professional judgment with respect to issue identification to develop solutions to tax issues in returns Identify and communicate tax and accounting issues to staff, as well as managers and partners Develop and maintain an excellent working relationship with all levels of client staff to add value internally and strengthen client relationships Assist with business development and firm marketing initiatives Mentor, develop and retain staff through active participation in the firm mentoring program Additional responsibilities not listed above may be expected as needed Requirements Bachelor's degree in accounting Minimum of 5 or more of recent, relevant experience specializing in High Net-Worth Individuals as well as Estate & Gift, Trust, or Flow Through Entity Taxation CPA Knowledge of CCH tax software and MS Office Ability to provide exceptional client service as well as develop trusted client relationships Strong leadership and personnel management skills Preferred Requirements Big 4 or Regional Firm experience preferred About Us Topel Forman is a leading certified public accounting firm in the Midwest and the Denver region providing a wide range of attest, accounting, tax, advisory, and consulting services to individuals, professionals, closely-held and family-owned businesses and corporations. At Topel Forman, you'll find the high level of talent and expertise you'd expect from a larger firm, but with the accessibility and collaboration that are usually only available at a smaller organization. You can expect to work directly with clients, senior-level management, and partners with knowledge of various disciplines. A proactive, hands-on approach to our clients allows you to grow in your expertise and advance in your career. For more information on Topel Forman, please visit our website at ******************** Benefits Competitive salary with the range of $130,000 to $170,000, with annual merit increases Annual discretionary bonus eligibility 35-hour workweek during non-busy season To learn more about our firm and benefit offerings, please visit our careers page Remote Work Internet Policy Internet requirements for working remotely: We require an internet plan with the following minimum upload and download speeds for best connection: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.
    $130k-170k yearly Auto-Apply 60d+ ago
  • Information Technology Consultant

    Topel Forman 3.7company rating

    Remote or Chicago, IL job

    Job Description Our sister company, Topel Forman Information Services (TFIS LLC), is seeking an Information Technology Consultant. As an IT Consultant, you will have several years of experience working in Information Technology to support a diverse client base with a wide range of desktop, server, networking, and security needs. TFIS LLC is a progressive, boutique IT Consulting company with prominent Chicago based clients. You will have direct contact with clients via onsite office and home visits, as well as remote support. To learn more about TFIS, please visit our website at ************************* This is a full-time position. Evening and weekend work may be required for business-critical operations and project-driven tasks. We offer a competitive salary with full benefits, including health insurance, 401k, internet and cell phone payment and opportunity for continuing education. Foundational Attributes Personable and approachable. Professional demeanor with a strong business acumen. Comfortable working with a high level of autonomy. Comfortable working and collaborating with a team. Engenders a high degree of project ownership. Ability to manage time well with a focus on generating billable hours. Excellent troubleshooting methodology with an ability to research solutions for new problems. Strong sense of operational security with a duty to maintain integrity of sensitive client data. Ability to liaise with vendors and manage project budgets. Excellent organizational and intercommunication Eagerness to learn new technologies and methodologies. Technical Proficiencies Ability to design, troubleshoot, and maintain IT Infrastructure. Strong working knowledge of workstation operating systems. Experience with VMWare, Hyper-V, Cisco, NAS/SAN Storage, VPNs, Exchange, O365, SQL. Configure and maintain Windows Server / Active Directory / Group Policy. Install and manage firewalls, switches, Wi-Fi, and other network hardware. Ability to troubleshoot & maintain Android and iOS mobile devices. Documentation of processes, standards, and procedures for client systems. Research and implement new hardware, applications, and IT related services. Job Requirements Undergraduate degree in Computer Science or similar. 5-7 years working in the Information Technology field Relevant software certifications are a plus. Microsoft, Cisco, VMWare, CompTIA, etc. Remote Work Internet Policy Internet requirements for working remotely: We require an internet plan with the following minimum upload and download speeds for best connection: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected. Additional Requirements: Valid driver's license required This position can be very active and requires physical activity at times such as standing, walking, bending, kneeling, stooping, crouching, crawling, lifting, and climbing.
    $68k-91k yearly est. 10d ago
  • Risk Advisory Services - Senior Consultant

    UHY 4.7company rating

    Remote or Melville, NY job

    JOB SUMMARYThe Senior Consultant in Risk Advisory Services offers internal audit, internal controls, compliance and risk management consulting. The position is responsible for performing and leading the necessary procedures involved in planning and executing consulting engagements for clients in accordance with respective standards. The position must be able to handle more complex assignments than staff, complete the process of managing all client-related tasks , and take a lead role in developing/reviewing the work of less experienced staff. The Senior role is the bridge between the staff, who are executing the client-service related tasks, and the management, who strategizes and oversees the successful completion of efficient engagement activity and the next level of service. The Senior serves as the liaison to management and develops a broader scope of the business into a supervisory role. Engagement Execution Performs complex procedures, including substantive testing, control testing, and analytical review, to evaluate the effectiveness and efficiency of business practices Reviews workpapers, documentation, and audit evidence prepared by consulting staff for accuracy and adherence to professional standards (IIA, ISACA, GAO, AICPA, etc.) Collaborates with partners, managers, and clients to develop comprehensive engagement work plans tailored to client needs and risks Identifies key areas for audit focus, potential risks, and necessary resources Internal Controls Assessment Evaluates internal control systems and processes to identify weaknesses or deficiencies that could impact the timeliness and reliability of management information derived from the systems and processes Provides valuable insights and recommendations to clients for improving operation and financial management processes and controls Client Communication Serves as main point of contact for clients, maintaining open and professional communication to address questions, concerns, and updates Builds client relationships and maintains smooth working relationship Team Supervision Supervises and mentors staff members, providing timely feedback, guidance, and training to support staff professional development Fosters a collaborative and productive team environment Engagement Leadership Leads and manages audit engagements from planning through completion while ensuring adherence to timelines, budgets, and professional standards Delegates tasks to consulting staff members and provides guidance throughout the engagement Technical Research Stays current with evolving accounting and other professional standards, regulations, and industry trends, and applies this knowledge to engagements Researches, resolves, and documents complex accounting and auditing issues as arise Reporting and Documentation Ensures accuracy and completeness of documentation, findings, and conclusions in accordance with firm and regulatory standards Develops draft reports for review by management Continuous Improvement Engages in continuous learning and development to enhance technical skills and knowledge Participates in post-engagement reviews to assess the effectiveness of engagement execution processes and identifies areas for improvement Contributes ideas to enhance the firm's methodologies and procedures Supervisory responsibilities Will supervise subordinate team members Will coordinate with relevant client personnel to manage engagement effectively and efficiently Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's needs Required education and experience Language requirement: Ukrainian Professional Fluency 3+ years of relevant experience Bachelor's degree in accounting, finance, technology, computer sciences or equivalent education or experience Knowledge of technology platforms (e.g. network, security, ERP) risks to provide client service Preferred education and experience CPA licensure or equivalent relevant certification or working toward licensure or equivalent certification Responsible for completing the minimum CPE credit requirement Internal audit, internal controls, compliance or risk management or other equivalent professional public, private or nonprofit sector services environment Experience in managing staff in an office or remote working environment Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $93,000 to $130,000. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $93k-130k yearly Auto-Apply 60d+ ago
  • Audit Supervisor

    Topel Forman 3.7company rating

    Remote or Denver, CO job

    As an Audit Supervisor, you will be providing high-level client service, assisting, and managing all types of assurance engagements to clients within the investment partnership and private equity, broker/dealers, manufacturing and distribution, real estate, employee benefit plans, technology, and professional service company industries. You will be rewarded with the opportunity to both develop professionally and increase the firm's reputation. As an Audit Supervisor, you will be developing and training associates and in-charge senior associates. Responsibilities Ability to manage client engagements from start to finish, which includes planning, executing, directing, and completing financial statement engagements and managing engagement budget. Build and maintain client relationships and manage all aspects of the client engagement process. Supervise, train, and mentor associates and interns on the audit process. Identify and resolve client issues discovered during the audit process. Researching, reviewing, and analyzing various new audit and accounting standards and communicating to team members and or clients. Provide relevant feedback to associates and senior associates on engagements for critical review items and performance-related matters. Assist partners and managers on proposals and business development calls. Continue professional development and training sessions on a regular basis. Requirements BS/BA in Accounting. Minimum of 4 or more years of progressive audit experience with a public accounting firm. Familiarity with and experience in the application of U.S. GAAP and GAAS to financial statement engagements. A passionate learner who welcomes opportunities to be stretched. An entrepreneurial point of view in the Auditor role. An energized professional seeking greater responsibility and more autonomy with clients. Excellent project management, organizational and analytical skills. Strong leadership and mentoring skills. Dedication to providing superior client service. Excellent verbal and written communication skills. Proficiency in MS Office, specifically Word and Excel. The collaborative drive to contribute to a dynamic team environment as a true team player. Preferred Requirements Experience in at least one of the following industries is highly preferred: investment partnerships and private equity; broker/dealers; manufacturing and distribution, or real estate, employee benefit plans Experience in personal and entity income taxation preferred but not required CPA certification is in-hand or eligible to sit for the exam. About Us Topel Forman is a leading certified public accounting firm in the Midwest and the Denver region providing a wide range of attest, accounting, tax, advisory, and consulting services to individuals, professionals, closely-held and family-owned businesses and corporations. At Topel Forman, you'll find the high level of talent and expertise you'd expect from a larger firm, but with the accessibility and collaboration that are usually only available at a smaller organization. You can expect to work directly with clients, senior-level management, and partners with knowledge of various disciplines. A proactive, hands-on approach to our clients allows you to grow in your expertise and advance in your career. For more information on Topel Forman, please visit our website at ******************** Benefits Competitive annual salary range of $105,000-$145,000 Annual discretionary bonus eligibility 35-hour workweek during non-busy season To learn more about our firm and benefit offerings, please visit our careers page. Remote Work Internet Policy Internet requirements for working remotely: We require an internet plan with the following minimum upload and download speeds for best connection: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.
    $105k-145k yearly Auto-Apply 60d+ ago
  • Tax Manager - State and Local (SALT)

    Topel Forman 3.7company rating

    Remote or Chicago, IL job

    We are seeking a highly skilled State and Local Tax Manager with a strong emphasis on partnership taxation. The ideal candidate will possess comprehensive knowledge of state and local tax laws, regulations, and compliance requirements, particularly as they pertain to partnerships. This role will involve providing strategic guidance and support to clients, managing complex tax issues, and leading a team of professionals in delivering exceptional service. Topel Forman has a hybrid work schedule, where you can pick and choose which days you would like to be in the office. Responsibilities Provide expert guidance and advice on state and local tax matters related to partnerships, including compliance and tax planning. Oversee the preparation and review of state tax returns for multiple fund-of-fund investment entities. Advise on state nexus and subsequent filing requirements for entities and individuals Experience determining allocation and/or apportionment requirements Stay abreast of changes in state and local tax laws and regulations, assess their impact on clients, and develop proactive strategies to mitigate risks and optimize tax outcomes. Lead and manage a team of tax professionals, providing mentorship, coaching Requirements Bachelor's degree in accounting CPA or Enrolled Agent (EA) Minimum of 7 or more years of experience working in both SALT and Investment Partnerships Experience responding to notices from state tax authorities Knowledge of tax software and MS Office Ability to provide exceptional client service as well as develop trusted client relationships. Strong leadership and personnel management skills Preferred Requirements Top 50 or Regional Firm experience preferred About Us Topel Forman is a leading certified public accounting firm in the Midwest and the Denver region providing a wide range of attest, accounting, tax, advisory, and consulting services to individuals, professionals, closely-held and family-owned businesses and corporations. At Topel Forman, you'll find the high level of talent and expertise you'd expect from a larger firm, but with the accessibility and collaboration that are usually only available at a smaller organization. You can expect to work directly with clients, senior-level management, and partners with knowledge of various disciplines. A proactive, hands-on approach to our clients allows you to grow in your expertise and advance in your career. For more information on Topel Forman, please visit our website at ******************** Benefits Competitive salary with a range of $130,000 to $170,000, with annual merit increases Annual discretionary bonus eligibility 35-hour workweek during non-busy season To learn more about our firm and benefit offerings, please visit our careers page Remote Work Internet Policy Internet requirements for working remotely: We require an internet plan with the following minimum upload and download speeds for best connection: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.
    $130k-170k yearly Auto-Apply 60d+ ago
  • 2026 Summer Leadership Program

    HLB Gross Collins 3.7company rating

    Remote or Atlanta, GA job

    Are you a rising junior or senior looking to jump-start your career, develop your leadership skills, and get a glimpse inside a top 25 Atlanta public accounting firm? HLB Gross Collins is excited to invite you to join us for our one-day HLB Summer Leadership Program. This interactive program is designed to help you hone in your strengths and identify your goals as you prepare for a successful start to your career in accounting. Unlock your leadership potential and develop personally and professionally. PROGRAM HIGHLIGHTS: Network with industry professionals from staff, managers, partners, and even our CEO Increase your knowledge about various career paths in public accounting Participate in leadership workshops and gain valuable insight about your strengths Learn interviewing best practices and resume optimization Experience HLB's company culture compared to other firms Form friendships with students at different schools Gain advice and tips from experienced professionals Break a sweat and get active Throughout the two-day program, you will participate in experiential activities, conferences, and workshops in and out of the office. Come join us to learn more about us, yourself, and build connections that will serve you throughout your career in accounting! Our Summer Leadership program will be hosted live, in-person out of our Atlanta, GA office. Safety is our number one priority, and we intend to follow all CDC, state, and local guidelines. Should the need arise, will will move our Summer Leadership Program to a fully virtual format and notify all participants. Program Date: May 18, 2026 Location: In-Person - Atlanta, GA
    $58k-76k yearly est. Auto-Apply 60d+ ago
  • Information Technology Consultant

    Topel Forman 3.7company rating

    Remote or Chicago, IL job

    Our sister company, Topel Forman Information Services (TFIS LLC), is seeking an Information Technology Consultant. As an IT Consultant, you will have several years of experience working in Information Technology to support a diverse client base with a wide range of desktop, server, networking, and security needs. TFIS LLC is a progressive, boutique IT Consulting company with prominent Chicago based clients. You will have direct contact with clients via onsite office and home visits, as well as remote support. To learn more about TFIS, please visit our website at ************************* This is a full-time position. Evening and weekend work may be required for business-critical operations and project-driven tasks. We offer a competitive salary with full benefits, including health insurance, 401k, internet and cell phone payment and opportunity for continuing education. Foundational Attributes Personable and approachable. Professional demeanor with a strong business acumen. Comfortable working with a high level of autonomy. Comfortable working and collaborating with a team. Engenders a high degree of project ownership. Ability to manage time well with a focus on generating billable hours. Excellent troubleshooting methodology with an ability to research solutions for new problems. Strong sense of operational security with a duty to maintain integrity of sensitive client data. Ability to liaise with vendors and manage project budgets. Excellent organizational and intercommunication Eagerness to learn new technologies and methodologies. Technical Proficiencies Ability to design, troubleshoot, and maintain IT Infrastructure. Strong working knowledge of workstation operating systems. Experience with VMWare, Hyper-V, Cisco, NAS/SAN Storage, VPNs, Exchange, O365, SQL. Configure and maintain Windows Server / Active Directory / Group Policy. Install and manage firewalls, switches, Wi-Fi, and other network hardware. Ability to troubleshoot & maintain Android and iOS mobile devices. Documentation of processes, standards, and procedures for client systems. Research and implement new hardware, applications, and IT related services. Job Requirements Undergraduate degree in Computer Science or similar. 5-7 years working in the Information Technology field Relevant software certifications are a plus. Microsoft, Cisco, VMWare, CompTIA, etc. Remote Work Internet Policy Internet requirements for working remotely: We require an internet plan with the following minimum upload and download speeds for best connection: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected. Additional Requirements: Valid driver's license required This position can be very active and requires physical activity at times such as standing, walking, bending, kneeling, stooping, crouching, crawling, lifting, and climbing.
    $68k-91k yearly est. Auto-Apply 60d+ ago
  • Audit Supervisor

    Topel Forman 3.7company rating

    Remote or Chicago, IL job

    As an Audit Supervisor, you will be providing high-level client service, assisting, and managing all types of assurance engagements to clients within the investment partnership and private equity, broker/dealers, manufacturing and distribution, real estate, employee benefit plans, technology, and professional service company industries. You will be rewarded with the opportunity to both develop professionally and increase the firm's reputation. As an Audit Supervisor, you will be developing and training associates and in-charge senior associates. Responsibilities Ability to manage client engagements from start to finish, which includes planning, executing, directing, and completing financial statement engagements and managing engagement budget. Build and maintain client relationships and manage all aspects of the client engagement process. Supervise, train, and mentor associates and interns on the audit process. Identify and resolve client issues discovered during the audit process. Researching, reviewing, and analyzing various new audit and accounting standards and communicating to team members and or clients. Provide relevant feedback to associates and senior associates on engagements for critical review items and performance-related matters. Assist partners and managers on proposals and business development calls. Continue professional development and training sessions on a regular basis. Requirements BS/BA in Accounting. Minimum of 4 or more years of progressive audit experience with a public accounting firm. Familiarity with and experience in the application of U.S. GAAP and GAAS to financial statement engagements. A passionate learner who welcomes opportunities to be stretched. An entrepreneurial point of view in the Auditor role. An energized professional seeking greater responsibility and more autonomy with clients. Excellent project management, organizational and analytical skills. Strong leadership and mentoring skills. Dedication to providing superior client service. Excellent verbal and written communication skills. Proficiency in MS Office, specifically Word and Excel. The collaborative drive to contribute to a dynamic team environment as a true team player. Preferred Requirements Experience in at least one of the following industries is highly preferred: investment partnerships and private equity; broker/dealers; manufacturing and distribution, or real estate, employee benefit plans Experience in personal and entity income taxation preferred but not required CPA certification is in-hand or eligible to sit for the exam. About Us Topel Forman is a leading certified public accounting firm in the Midwest and the Denver region providing a wide range of attest, accounting, tax, advisory, and consulting services to individuals, professionals, closely-held and family-owned businesses and corporations. At Topel Forman, you'll find the high level of talent and expertise you'd expect from a larger firm, but with the accessibility and collaboration that are usually only available at a smaller organization. You can expect to work directly with clients, senior-level management, and partners with knowledge of various disciplines. A proactive, hands-on approach to our clients allows you to grow in your expertise and advance in your career. For more information on Topel Forman, please visit our website at ******************** Benefits Competitive salary with the range of $110,000 to $130,000, with annual merit increases Annual discretionary bonus eligibility 35-hour workweek during non-busy season To learn more about our firm and benefit offerings, please visit our careers page. Remote Work Internet Policy Internet requirements for working remotely: We require an internet plan with the following minimum upload and download speeds for best connection: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.
    $110k-130k yearly 11d ago
  • Tax Manager - State and Local (SALT)

    Topel Forman 3.7company rating

    Remote or Chicago, IL job

    Job Description We are seeking a highly skilled State and Local Tax Manager with a strong emphasis on partnership taxation. The ideal candidate will possess comprehensive knowledge of state and local tax laws, regulations, and compliance requirements, particularly as they pertain to partnerships. This role will involve providing strategic guidance and support to clients, managing complex tax issues, and leading a team of professionals in delivering exceptional service. Topel Forman has a hybrid work schedule, where you can pick and choose which days you would like to be in the office. Responsibilities Provide expert guidance and advice on state and local tax matters related to partnerships, including compliance and tax planning. Oversee the preparation and review of state tax returns for multiple fund-of-fund investment entities. Advise on state nexus and subsequent filing requirements for entities and individuals Experience determining allocation and/or apportionment requirements Stay abreast of changes in state and local tax laws and regulations, assess their impact on clients, and develop proactive strategies to mitigate risks and optimize tax outcomes. Lead and manage a team of tax professionals, providing mentorship, coaching Requirements Bachelor's degree in accounting CPA or Enrolled Agent (EA) Minimum of 7 or more years of experience working in both SALT and Investment Partnerships Experience responding to notices from state tax authorities Knowledge of tax software and MS Office Ability to provide exceptional client service as well as develop trusted client relationships. Strong leadership and personnel management skills Preferred Requirements Top 50 or Regional Firm experience preferred About Us Topel Forman is a leading certified public accounting firm in the Midwest and the Denver region providing a wide range of attest, accounting, tax, advisory, and consulting services to individuals, professionals, closely-held and family-owned businesses and corporations. At Topel Forman, you'll find the high level of talent and expertise you'd expect from a larger firm, but with the accessibility and collaboration that are usually only available at a smaller organization. You can expect to work directly with clients, senior-level management, and partners with knowledge of various disciplines. A proactive, hands-on approach to our clients allows you to grow in your expertise and advance in your career. For more information on Topel Forman, please visit our website at ******************** Benefits Competitive salary with a range of $130,000 to $170,000, with annual merit increases Annual discretionary bonus eligibility 35-hour workweek during non-busy season To learn more about our firm and benefit offerings, please visit our careers page Remote Work Internet Policy Internet requirements for working remotely: We require an internet plan with the following minimum upload and download speeds for best connection: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.
    $130k-170k yearly 7d ago
  • Audit Supervisor

    Topel Forman 3.7company rating

    Remote or Chicago, IL job

    As an Audit Supervisor, you will be providing high-level client service, assisting, and managing all types of assurance engagements to clients within the investment partnership and private equity, broker/dealers, manufacturing and distribution, real estate, employee benefit plans, technology, and professional service company industries. You will be rewarded with the opportunity to both develop professionally and increase the firm's reputation. As an Audit Supervisor, you will be developing and training associates and in-charge senior associates. Responsibilities Ability to manage client engagements from start to finish, which includes planning, executing, directing, and completing financial statement engagements and managing engagement budget. Build and maintain client relationships and manage all aspects of the client engagement process. Supervise, train, and mentor associates and interns on the audit process. Identify and resolve client issues discovered during the audit process. Researching, reviewing, and analyzing various new audit and accounting standards and communicating to team members and or clients. Provide relevant feedback to associates and senior associates on engagements for critical review items and performance-related matters. Assist partners and managers on proposals and business development calls. Continue professional development and training sessions on a regular basis. Requirements BS/BA in Accounting. Minimum of 4 or more years of progressive audit experience with a public accounting firm. Familiarity with and experience in the application of U.S. GAAP and GAAS to financial statement engagements. A passionate learner who welcomes opportunities to be stretched. An entrepreneurial point of view in the Auditor role. An energized professional seeking greater responsibility and more autonomy with clients. Excellent project management, organizational and analytical skills. Strong leadership and mentoring skills. Dedication to providing superior client service. Excellent verbal and written communication skills. Proficiency in MS Office, specifically Word and Excel. The collaborative drive to contribute to a dynamic team environment as a true team player. Preferred Requirements Experience in at least one of the following industries is highly preferred: investment partnerships and private equity; broker/dealers; manufacturing and distribution, or real estate, employee benefit plans Experience in personal and entity income taxation preferred but not required CPA certification is in-hand or eligible to sit for the exam. About Us Topel Forman is a leading certified public accounting firm in the Midwest and the Denver region providing a wide range of attest, accounting, tax, advisory, and consulting services to individuals, professionals, closely-held and family-owned businesses and corporations. At Topel Forman, you'll find the high level of talent and expertise you'd expect from a larger firm, but with the accessibility and collaboration that are usually only available at a smaller organization. You can expect to work directly with clients, senior-level management, and partners with knowledge of various disciplines. A proactive, hands-on approach to our clients allows you to grow in your expertise and advance in your career. For more information on Topel Forman, please visit our website at ******************** Benefits Competitive salary with the range of $110,000 to $130,000, with annual merit increases Annual discretionary bonus eligibility 35-hour workweek during non-busy season To learn more about our firm and benefit offerings, please visit our careers page. Remote Work Internet Policy Internet requirements for working remotely: We require an internet plan with the following minimum upload and download speeds for best connection: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.
    $110k-130k yearly Auto-Apply 60d+ ago

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