Vice President of Tax Services
Crawford Hoying
Columbus, OH
The Vice President of Tax Services is responsible for the company's tax planning and overall tax strategy, overseeing the third-party tax provider, and making sure that the company is following applicable tax laws and regulations. This individual will ensure that tax reports have been properly prepared and filed and will work to minimize the company's tax obligations. Knowledge of partnership taxation is a must for this role. This is a leadership position. As the basis for management, the Vice President of Property Accounting shall implement the 7 Core Values that Crawford Hoying has established to maintain its desired culture. Strong communication skills both face-to-face and in writing are essential, as this individual works across all lines of business within the company and with tax service providers outside the company. Job Responsibilities (responsibilities may include but are not limited to the following) Leadership Manage direct and indirect reports by implementing the 7 Core Values established by Crawford Hoying Oversee, train, develop, and provide growth path for the Senior Tax Accountant Provide leadership through all stages of employment, including recruitment and hiring, teambuilding, resolving personnel issues, and applying disciplinary procedures Prepare annual reviews, set goals, and implement personal development plans Motivate team members to participate in classes and training Approve schedules, workloads, and paid time off Tax Services Develop tax strategies and monitor reporting and planning to ensure compliance with applicable tax statutes Lead short-term and long-term strategic decision-making on partnership taxation matters Provide tax guidance and support on issues relating to all areas of the company's business Direct and oversee the company's tax policies and objectives Actively drive tax planning and forecasting efforts to integrate tax planning with overall business objectives Ensure accuracy of tax returns to minimize the company's tax obligations Serve as the liaison between the company and outside tax firms Lead and collaborate with property and accounting teams on any tax matters Review draft tax returns that are prepared by outside firms Ensure timely processing of all tax payments Address investor tax inquiries Review and stay up-to-date on current tax laws and changes that apply to our business Manage and represent the company in tax audits and negotiations with tax authorities Ensure that appropriate internal controls and processes are in place over tax compliance and planning Review fixed asset schedule for compliance with tax guidelines Prepare federal, state, and local income tax returns as needed General Ensure compliance with all department and company policies and procedures Identify patterns and problem areas and make recommendations to management on areas of improvement Maintain a strategic approach to problem-solving and troubleshooting Use technology and data analytical skills to enhance and improve the delivery of job responsibilities Communicate effectively, both verbally and in writing Perform other duties as assigned Performance Objectives The 7 Core Values established by Crawford Hoying to maintain its desired culture Leadership and accountability Timeliness and transactional accuracy Face-forward interaction and engagement with other departments Strategic approach to problem-solving and troubleshooting Proactive engagement in process and quality improvement and efficiency Flexibility and effectiveness in managing department personnel Preferred Knowledge, Skills, Education, and Experience 10 years of accounting experience - public accounting strongly preferred Real estate accounting experience preferred Strong knowledge of partnership and corporate tax rules Experience working with complex entity structures Thorough understanding of tax laws and regulations and how that affects the company Knowledge of how to interpret tax laws and apply them to the company's specific circumstances Complete understanding of the tax preparation process Ability to resolve complex tax issues A proven aptitude for taking ownership of company issues and concerns Ability to give clear direction Strong analytical, problem-solving, organizational, and multitasking abilities Excellent interpersonal and communication skills, both written and verbal Results-oriented attitude with a sense of urgency and ability to work under deadline pressure Proficiency with Microsoft Office products, including advanced knowledge of Excel Strong technical and operational accounting skills; knowledge of U.S. GAAP Bachelor's degree CPA designation or MBA strongly preferred Work Environment The Vice President of Tax Services works at the corporate office and interfaces with external and internal customers on a regular basis. Work hours are typically 8:00 am to 5:00 pm, Monday through Friday. This individual must be available to work additional hours as needed in busy seasons. Physical Requirements This individual's physical condition must be sufficient for the consistent and successful completion of the responsibilities defined for this position and for conformance with all professional standards defined for this role. This position frequently requires standing, walking, sitting, reaching with hands and arms, and lifting up to twenty-five pounds. Reporting Structure The Vice President of Tax Services reports to the Senior Vice President of Accounting and works closely with the Chief Financial Officer. The Vice President of Tax Services oversees the Senior Tax Accountant.$119k-178k yearly est. Auto-Apply 60d+ agoTax Director, Private Client Advisors
Armanino McKenna Certified Public Accountants & Consultants
Remote job
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 * Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns. * Provide consultation on business and/or personal transactions (if applicable), and the related tax implications, consequences and treatment. * Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors. * Review or conduct high level research of complex or emerging tax issues and prepare memorandums to support conclusions. * Engage with our internal business development department, builds relationships across the firm internally, identify potential cross-selling opportunities for clients and actively brings the opportunities to clients, collaborating across AMLLP service lines. * Engage in thought leadership, contributing to technical publications and engaging in speaking opportunities (both internally and externally) * Develops our internal professionals by leading formal learning opportunities/trainings or supporting the development of training materials in collaboration with Learning & Development Team and sharing knowledge * Train and develop managers responsible for engagement management responsibilities, including analyze billing, managing complex budgets, scheduling and staffing, due date management and client relations. * Continually build on technical expertise in taxation by attending continuing professional education courses or utilizing other training resource * Keep current with tax law changes and provide updates and training to the firm's tax practice members. Requirements * Bachelor's Degree in Accounting, Tax, Finance, or related discipline * Qualified to practice before the IRS (i.e., JD, CPA, or EA) * Minimum of 8 years' experience in public accounting in taxation or equivalent experience * Minimum of 4 years in a managerial role involving clients and team members * Advanced understanding of planning and compliance concepts related to high-net-worth individual and fiduciary income tax, gift tax, and estate tax * Possess a strong knowledge of accounting theory and federal, state and local tax laws * Flexibility to work from home while collaborating in person half the time. Preferred Qualifications * Master's Degree in Accounting or Taxation "Armanino" is the brand name under which Armanino 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 is a licensed independent CPA firm that provides 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 Northern California residents, the compensation range for this position: $195,100-$265,900. 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.$75k-96k yearly est. Auto-Apply 17d agoDirector, Wealth Strategy
Mariner Wealth Advisors
Remote job
As a Director, Wealth Strategy, you will be a part of a team serving as a specialized resource for Mariner advisors across the firm serving ultra-high-net-worth clients. The wealth strategy team works closely with prospects and current clients to provide tailored and customized solutions which include wealth preservation strategies, legacy and philanthropic planning and pre- and post-sale liquidity strategies. The team also serves as a thought partner for Mariner advisors and their clients, providing timely thought leadership and developing a library of material on estate planning, tax and related topics of interest to ultra-high-net-worth families. The successful Director, Wealth Strategy will be an advanced planning enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally. Responsibilities Partner with Advisors to deliver comprehensive tax planning across estate, charitable, and business succession needs and provide sophisticated planning and holistic strategy solutions for ultra-high-net-worth clients. Actively assist Senior Wealth Consultants and Advisors in demonstrating the value of working with Mariner to bring on new clients, assist in consolidating outside assets from current clients and provide solutions for substantial liquidity events. Assist with comprehensive wealth assessments by reviewing financial plans and models, and review of wills, trusts and other planning related documents and income tax returns to assist with serving high-net-worth clients and prospects. Develop and present estate and tax strategy to groups of prospective clients designed to educate families and demonstrate the value of planning through Mariner. Create thought leadership and whitepapers by providing expertise and guidance on complex financial and estate planning topics. Conduct research of technical matters for complex tax and planning needs and updates to regulations. Commitment to continuing education and staying abreast of significant changes or developments in trust, estate/wealth transfer, tax and financial planning legislation. Qualifications Bachelor's degree required. 10+ years' experience working directly with clients on trust, tax and personal financial planning matters. Understanding of complex investments, tax, generational trust and estate planning. J.D. or CPA strongly preferred. Skills and Knowledge Experience providing client-centric wealth preservation strategies to high-net-worth clients and business owners. Strong research capabilities related to technical matters for complex planning and tax needs and updates to regulations Highly effective interpersonal, relationship management and communication skills Excellent organizational and time management skills in a high energy culture to manage multiple priorities in a time-sensitive environment Strong attention to detail Business travel required Mariner Wealth Advisors is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do. We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $200,000 to $300,000. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-TH1 EOE M/F/D/V$200k-300k yearly Auto-Apply 23d agoTax Supervisor CPA - $70-$120K- work/life balance & less req'd billable hours.
Moser & Company
Remote job
We are a growing Public Accounting & Wealth Management Firm based in Bellevue, WA that offers employees flexible scheduling, family friendly environment to accommodate an enjoyable work/life balance. At Moser & Company, CPAs, we've been serving Eastside businesses & families for 30+ years by providing comprehensive solutions to a smaller group of clients. We generate more revenue from fewer clients to tame the tax season grind! We strive to make work fun! Our staff is our secret sauce, we take care of you so you can focus on taking care of our clients! Our firm's culture is very unanimous, no one person is more important than the next. We have unity, open doors, and value every staff member's opinion. You will be welcomed into a small-office atmosphere made up of a friendly, diverse, talented staff where your vote counts. Are you looking for a platform to provide top quality guidance to high-net-worth individuals, families, and business owners driven by sophisticated tax and financial planning concepts? Are you looking for a challenging environment where you can develop new skills working with experienced professionals with a track record of success? Job Description Tax Supervisor CPA. Pay range: $70K - $120K. Your starting salary is set by applying your skills to the Robert Half Salary Guide; then we add performance bonuses based on both firm and individual performance plus paid professional memberships and ongoing training. We offer a competitive salary with performance bonuses, medical coverage, 401(k) Profit Sharing, Cafeteria plan benefits, paid professional memberships and ongoing training. Twenty (20) benefit days (PTO) for full time employees, with the opportunity to accrue an additional 5 benefit days per year after 5 years of full-time service. Responsibilities: This position is responsible for the preparation of federal, state, individual, and business income tax returns (1040, 1120S, 1120, 1065, and 1041) all while reviewing work prepared by other staff. Requires a proven track record of technical review skills to deliver complex financial planning, tax, and accounting solutions and demands a willingness to learn new skills for career advancement. Advising clients on tax compliance concerns and tax planning opportunities. Managing client relationships. Consulting with clients regarding bookkeeping, payroll, accounting system setup, and general tax inquiries. The Location: Our office in NW Bellevue, WA. This is a great location, we are in close proximity to downtown, but just far enough that we are not inconvenienced by the traffic. We have our own parking lot with free parking along with being close to all things, downtown Bellevue and just minutes from Microsoft, Amazon, Google & Meta campuses. Why Should You Apply? Make a difference. Our team is committed to our clients, our communities, and each other Lifestyle. We drive strategy through innovation. We do honorable work, and we live our core beliefs Remote work available upon demonstration and understanding of firm processes Great benefits and comp-time opens the door to a flexible schedule Flexible hours Small-office atmosphere Unlimited advancement opportunities with potential for firm equity Work/Life Balance with reasonable tax season hours A client to staff ratio under 30/1 Learn how to develop your business generation skills Qualifications CPA license (required) 5+ years of recent tax experience in a Public Accounting firm as a Senior/Supervisor Accountant - a Tax Manager candidate (required) Excellent attention to detail with strong analytical skills Solid understanding of software such as QuickBooks and MS Office Experienced in technical review of tax returns and identification of tax savings opportunities Ability to organize and direct staff to deliver quality recommendations within project deadlines Strong written and verbal communication skills Ability to think outside the box to solve complex problems Solid business and individual tax planning background Experience representing clients in controversies before tax and regulatory agencies, a plus Commitment to continuous professional skills improvement with unlimited advancement opportunity High ethical standards and professionalism Should be flexible, hard-working, and have the ability and initiative to thrive in a smaller firm Additional Information Apply by submitting cover letter and resume in PDF form.$70k-120k yearly 1d agoSeasonal Tax Delivery Manager, Global Employer Services - High Net Worth
Deloitte
Columbus, OH
This is a seasonal opportunity expected for the Spring 2026 (February - May) or other mutually agreeable period. Extensions may be available upon mutual agreement. Remote opportunities available. Are you a leader and strategic thinker who is able to integrate strategic business knowledge with market-leading experience to design talent, mobility, and rewards programs? Do you have an in-depth technical knowledge of the regulatory landscape and business environments in which global clients operate around the world? If you said "Yes!" and this is your passion, we have the perfect career for you! Work you'll do As a Seasonal Tax Delivery Manager in our Global Employer Services - High Net Worth group, you will accountable for end-to-end delivery quality, timeliness, and risk management across individual mobility-related tax work-while also leading teams and day-to-day client execution. + Review and sign individual income tax returns for executives and high net worth clients + Oversee mobility inputs (e.g., compensation allocations, travel/workdays, residency considerations) and coordinate required data with payroll, HR, and client contacts. + Drive filing readiness: deliverables tracking, extension estimates, payment instructions, and filing logistics. + Oversee mobility inputs (e.g., compensation allocations, travel/workdays, residency considerations) and coordinate required data with payroll, HR, and client contacts. + Drive filing readiness: deliverables tracking, extension estimates, payment instructions, and filing logistics. + Supervise the daily operations of your engagement teams and their delivery of compliance and consulting services. The Team At Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. In addition to managing compliance, the practice consults clients to develop international assignment programs and policies and to minimize tax obligations through the use of effective tax planning. Learn more about Deloitte Tax Global Employer Services. Qualifications Required + Bachelor's Degree in Accounting, Finance, Business Administration or other relevant degree + 5+ years of experience in global mobility compliance or personal income tax and compliance- specifically High Net Worth tax compliance and planning + Ability to travel up to 10%, on average, based on the work you do and the clients and industries/sectors you serve + Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. + One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Global Professional in Human Resources (GPHR) + Certified Equity Professional (CEP) + Certified Employee Benefits Specialist (CEBS) + Certified Pension Consultant (CPC) + Certified Payroll Professional (CPP) + Project Management Professional (PMP) + Workday Certification Preferred + Master's degree or equivalent in a related field + Experience in Managing people, Client Interaction and Sales + Technical skills including Excel, Microsoft PowerPoint, QlikView, and Tableau + Global experience (foreign language skills, lived/studied abroad, strong cultural awareness) + Strong analytical, consultative, quantitative, and project management skills + Strong communication (verbal & written) and presentation skills + Attention to detail with a focus on quality; and deadline and results-driven + Capable of working within large, complex engagements and able to work efficiently and with a sense of urgency + Leadership skills in managing client relationships and the ability to develop customized solutions to meet client needs with the ability to prioritize tasks, work on multiple assignments, and manage assignments in a team environment 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 Deloitte, 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 $98,350 to $223,990. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Information for applicants with a need for accommodation: ************************************************************************************************************ gestax All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.$98.4k-224k yearly 7d agoFinancial Aid Counselor
Capital University
Columbus, OH
Job Description Under the supervision of the Director of Financial Aid, the Financial Aid Counselor will play a crucial role in helping students and their families understand and access financial aid resources. This position requires strong interpersonal skills, knowledge of financial aid programs, and the ability to provide personalized assistance to students. Primary roles and responsibilities: Provide excellent customer service to students, parents, and colleagues. Provide one-on-one financial aid counseling to students and families. Evaluate and verify financial aid documents, including income tax returns and verification worksheets. Determine eligibility for federal, state, and institutional aid programs. Package financial aid awards for eligible students based on established guidelines and available funding. Complete verification and process professional judgement requests. Process withdrawals and R2T4 calculations. Maintain accurate and confidential student financial aid records. Enter financial aid data accurately into the student information system. Respond to inquiries via phone, email, and in-person visits promptly and professionally. Resolve student financial aid issues and concerns. Generate reports and analyze data to assist in decision-making processes. Stay informed about changes in financial aid regulations and policies. Ensure compliance with federal, state, and institutional rules and regulations. Conduct financial aid workshops and presentations for prospective and current students. Serve as a resource for students, parents, and school counselors on financial aid matters. Assist with the development and distribution of financial aid-related materials. Qualifications: Bachelor's degree or related experience/training. Knowledge of federal and state financial aid programs. Strong interpersonal and communication skills. Ability to explain complex financial aid concepts in a clear and understandable manner. Attention to detail and ability to manage multiple tasks. Excellent customer service orientation and a commitment to helping students succeed. Proficiency in computer applications and data entry. Positive work ethic and ability to work both independently and as part of a team. Capital University offers a rich benefits package that includes medical, dental, vision, retirement, family education benefits, short-term and long-term disability, life insurance and free parking. Capital University is currently unable to sponsor employment Visas or consider candidates who will require Visa sponsorship. Interested candidates must submit cover letter and resume when applying. Visit capital.applicantpro.com/jobs/ to apply All inquiries should be made to: Mary Cannon, ********************* For more information on Capital University, visit our website at **************** Capital University is an equal opportunity employer. Capital University does not discriminate on the basis of race, color, national or ethnic origin, sexual orientation, religion, sex, gender, age, disability, veteran status, or other characteristics protected by the law. Job Posted by ApplicantPro$33k-35k yearly est. 14d agoSenior Tax Manager - Tax Director - Remote OK
Regal Executive Search
Remote job
Senior Tax Manager About the job Top CPA and Advisory firm is seeking a motivated and enthusiastic professional to join our tax team as a Senior Tax Manager. Operating in a unique, highly collaborative environment and as Senior Tax Manager, you will interact with colleagues at all levels, manage client relationships, present at internal seminars, and support the Tax Partners in practice development As a Senior Tax Manager, you will be responsible for: Providing innovative tax planning and reviewing complex Partnership, Corporations, S-Corporations and Individual and Trust income tax returns. Managing all aspects of client accounts and fostering client relationships. Identifying and mitigating tax risks. Conducting internal training courses or seminars on technical tax subjects. Providing overall leadership, supervision, training, and performance feedback to staff. Qualifications: An undergraduate or graduate degree in accounting or law CPA, MS in Taxation and/or LLM preferred 8+ years' experience working in tax for a public accounting firm or comparable industry experience Experience with investment partnerships, real estate development, dealer issues, S-Corporations, and individual taxation a plus Excellent written and verbal communication skills Working knowledge of CCH Axcess a plus$85k-123k yearly est. 60d+ agoSr Loan Underwriter
Thrivent Financial
Remote job
The Sr Loan Underwriter will be responsible for reviewing, analyzing and making credit decisions on mortgage, home equity, consumer, and small commercial loan requests. Make high level lending decisions in the best interest of the client via the Bank Advisory Process, while managing the risk to the Bank. Make recommendations to the supervisor and other appropriate Bank personnel in order to enhance the success of the department, the client and the Bank. Maintain safety and security of our clients, our employees and Thrivent Financial Bank assets by adhering to regulations, policies and procedures. DUTIES & RESPONSIBILITIES: Analyze and make credit decision on loans in accordance with all credit and Bank policies. Recommend underwriting criteria to be implemented within automated underwriting decision engine. Active in underwriting activities required to set the direction of the department. Recommend updates and changes to underwriting policies and procedures as needed. Excellent knowledge of industry trends in the changing market place. Proficiency in interpreting and analyzing complex income tax returns and financial statements. Analyze and approve employee loan requests. Consistently meets appropriate service level timelines as designed for department. Maintain acceptable percentage level of charge-off loans. Exercise sound judgment and decision-making skills using the appropriate underwriting guidelines. Describe below the audience this role will interact with and level of influence they will have on those roles. This role will interact with individual contributors within Thrivent, external vendors, contractors and/or consultants, and manager and/or directors within Thrivent. QUALIFICATIONS & SKILLS: Required: Bachelor's degree or equivalent work experience required. Minimum 5 years experience in lending, preferably in a retail banking environment. Demonstrate a high level of interpersonal skills by relating well to others, displaying tact and diplomacy showing respect toward others' opinions and reflecting a team player approach Excellent communication skills in writing and in person. Strong client-focused skills. Must be well-organized, efficient, and able to coordinate multiple tasks. Possess strong leadership, decision-making, and problem-solving issues. Knowledge of applicable Federal and State lending regulations. FNMA, Freddie, FHLB underwriting guidelines Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $70,434.00 - $95,294.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.$70.4k-95.3k yearly Auto-Apply 9d agoCFO Services Consultant
Rehmann
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 39d agoTax Analyst
Republic Services
Remote job
The Tax Analyst assists with tax compliance, concentrating on tax return preparation as well as the calculation of consolidated book-tax differences. The Tax Analyst will also be involved with federal, state, city, income, franchise and excise tax support. Other tax projects including planning and analysis may be assigned as needed. PRINCIPAL RESPONSIBILITIES: Preparation of federal, state or city income tax returns. Preparation of consolidated book-tax differences for tax compliance. Provide support for all types of tax compliance and/or audits (Federal, State, City, Sales/Use, Excise or Property). This may also include various tax account reconciliations for different types of corporate taxes. Respond to all manners of tax notices. As needed, provide support for various tax projects. This could include tax research, tax forecasting, fixed asset accounting or state apportionment. Performs other job-related duties as assigned. QUALIFICATIONS: 3 years of recent corporate tax or public accounting experience. Experience with tax preparation software, preferably CorpTax. Experience with tax research software, preferably RIA or CCH. MINIMUM QUALIFICATIONS: 1-3 years of corporate tax, public accounting or related experience Rewarding Compensation and Benefits Eligible employees can elect to participate in: • Comprehensive medical benefits coverage, dental plans and vision coverage. • Health care and dependent care spending accounts. • Short- and long-term disability. • Life insurance and accidental death & dismemberment insurance. • Employee and Family Assistance Program (EAP). • Employee discount programs. • Retirement plan with a generous company match. • Employee Stock Purchase Plan (ESPP). • Paid Time Off (PTO) • Benefits: ********************************************************* The statements used herein are intended to describe the general nature and level of the work being performed by an employee in this position, and are not intended to be construed as an exhaustive list of responsibilities, duties and skills required by an incumbent so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company. EEO STATEMENT:Republic Services is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, relationship or association with a protected veteran (spouses or other family members), genetic information, or any other characteristic protected by applicable law. ABOUT THE COMPANY Republic Services, Inc. (NYSE: RSG) is a leader in the environmental services industry. We provide customers with the most complete set of products and services, including recycling, waste, special waste, hazardous waste and field services. Our industry-leading commitments to advance circularity and support decarbonization are helping deliver on our vision to partner with customers to create a more sustainable world. In 2023, Republic's total company revenue was $14.9 billion, and adjusted EBITDA was $4.4 billion. We serve 13 million customers and operate more than 1,000 locations, including collection and transfer stations, recycling and polymer centers, treatment facilities, and landfills. Although we operate across North America, the collection, recycling, treatment, or disposal of materials is a local business, and the dynamics and opportunities differ in each market we serve. By combining local operational management with standardized business practices, we drive greater operating efficiencies across the company while maintaining day-to-day operational decisions at the local level, closest to the customer. Our customers, including small businesses, major corporations and municipalities, want a partner with the expertise and capabilities to effectively manage their multiple recycling and waste streams. They choose Republic Services because we are committed to exceeding their expectations and helping them achieve their sustainability goals. Our 41,000 team members understand that it's not just what we do that matters, but how we do it. Our company values guide our daily actions: Safe: We protect the livelihoods of our colleagues and communities. Committed to Serve: We go above and beyond to exceed our customers' expectations. Environmentally Responsible: We take action to improve our environment. Driven: We deliver results in the right way. Human-Centered: We respect the dignity and unique potential of every person. We are proud of our high employee engagement score of 86. We have an inclusive and diverse culture where every voice counts. In addition, our team positively impacted 4.6 million people in 2023 through the Republic Services Charitable Foundation and local community grants. These projects are designed to meet the specific needs of the communities we serve, with a focus on building sustainable neighborhoods. STRATEGY Republic Services' strategy is designed to generate profitable growth. Through acquisitions and industry advancements, we safely and sustainably manage our customers' multiple waste streams through a North American footprint of vertically integrated assets. We focus on three areas of growth to meet the increasing needs of our customers: recycling and waste, environmental solutions and sustainability innovation. With our integrated approach, strengthening our position in one area advances other areas of our business. For example, as we grow volume in recycling and waste, we collect additional material to bolster our circularity capabilities. And as we expand environmental solutions, we drive additional opportunities to provide these services to our existing recycling and waste customers. Recycling and Waste We continue to expand our recycling and waste business footprint throughout North America through organic growth and targeted acquisitions. The 13 million customers we serve and our more than 5 million pick-ups per day provide us with a distinct advantage. We aggregate materials at scale, unlocking new opportunities for advanced recycling. In addition, we are cross-selling new products and services to better meet our customers' specific needs. Environmental Solutions Our comprehensive environmental solutions capabilities help customers safely manage their most technical waste streams. We are expanding both our capabilities and our geographic footprint. We see strong growth opportunities for our offerings, including PFAS remediation, an increasing customer need. SUSTAINABILITY INNOVATION Republic's recent innovations to advance circularity and decarbonization demonstrate our unique ability to leverage sustainability as a platform for growth. The Republic Services Polymer Center is the nation's first integrated plastics recycling facility. This innovative site processes rigid plastics from our recycling centers, producing recycled materials that promote true bottle-to-bottle circularity. We also formed Blue Polymers, a joint venture with Ravago, to develop facilities that will further process plastic material from our Polymer Centers to help meet the growing demand for sustainable packaging. We are building a network of Polymer Centers and Blue Polymer facilities across North America. We continue to advance decarbonization at our landfills. As demand for renewable energy continues to grow, we have 70 landfill gas-to-energy projects in operation and plan to expand our portfolio to 115 projects by 2028. RECENT RECOGNITION Barron's 100 Most Sustainable Companies CDP Discloser Dow Jones Sustainability Indices Ethisphere's World's Most Ethical Companies Fortune World's Most Admired Companies Great Place to Work Sustainability Yearbook S&P Global$52k-74k yearly est. Auto-Apply 17d agoRemote Tax Strategist
H&R Block, Inc.
Remote job
Our Company We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It's an exciting time to be a part of H&R Block! What you'll do... As a Remote Tax Strategist (RTS) within the Block Advisors Network, this role acts as a key extension of staff at acquisition CPA offices, delivering exceptional end-to-end client service. RTS builds strong relationships with assigned office teams and clients, developing a thorough understanding of each client's unique needs and business drivers. Responsibilities include analyzing financial information, preparing financial reports, and completing corporate, partnership, personal, and business tax returns. The RTS manages tax statements and filings for businesses and individual clients, ensures compliance with relevant regulations and laws, and provides expert tax and financial advice. Additionally, the RTS supports peer development through mentoring and knowledge sharing, while continually fostering improvement across processes and client service standards. Day to day, you'll... * Prepare tax statements, financial statements, and BAS statements at required intervals * Create and return statements and documents to clients by set deadlines * Preparing business income tax returns and statements for audits * Manage tax administration responsibilities required of assigned accounts include tax code research, tax return preparation, and tax planning * Identifying opportunities to minimize tax liability through deductions and credits * Engage regularly with clients and maintaining strong relationships * Stay current with knowledge of federal and state tax laws, regulatory and compliance requirements, and tax planning techniques. Regularly research financial landscape and market trends * Assist with month-end, quarter-end, and year-end analysis of accounts for assigned lines of business * Validate the accuracy of data from subsystems * Process subsystems or subsidiary interfaces * Validate the accuracy and completeness of the interfaced data * Perform follow up and resolution of determined issues * Provides guidance and assistance to in-office Tax Strategists as needed What you'll bring to the team... * Bachelor's degree in a related field or the equivalent through a combination of education and related work experience * Minimum of 2 years accounting experience * Minimum of 1 year business tax/entity returns experience * Experience with GAAP - Generally Accepted Accounting Principles * Mid-level Knowledge of integrated online accounting applications * Mid-level Effective oral, written, and interpersonal communication skills * Mid-level Demonstrated critical thinking skills * Capable to handle multiple tasks and project simultaneously * Expert Demonstrated ability to meet deadlines * Mid-level familiarity with bookkeeping software, spreadsheets, and database management. Ability to adapt to new tools and automation * Successful completion of the H&R Block Tax Knowledge Assessment, Income Tax Course or Equivalent and Tax Accountant Assessment * Enrolled Agent or licensed CPA desired * If hired without credentials, Program will require Enrolled Agent licensure in the first 6 months of employment * Reimbursement for licensing cost is provide It would be even better if you also had... * Mid-level Experience with PeopleSoft general ledger and query preferred * Mid-level knowledge of tax law and statutory regulations Why work for us Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You'll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being. Specific benefits may vary based on your role. For detailed eligibility requirements and benefits information, visit blockbenefits.com. Equal Opportunity Employer: H&R Block does not tolerate discrimination based on a person's race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law. Pay Range Information The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit. Pay Range $62,800.00 - $94,200.00/Yr. Sponsored Job #LI-KM2 As a Remote Tax Strategist (RTS) within the Block Advisors Network, this role acts as a key extension of staff at acquisition CPA offices, delivering exceptional end-to-end client service. RTS builds strong relationships with assigned office teams and clients, developing a thorough understanding of each client's unique needs and business drivers. Responsibilities include analyzing financial information, preparing financial reports, and completing corporate, partnership, personal, and business tax returns. The RTS manages tax statements and filings for businesses and individual clients, ensures compliance with relevant regulations and laws, and provides expert tax and financial advice. Additionally, the RTS supports peer development through mentoring and knowledge sharing, while continually fostering improvement across processes and client service standards. Day to day, you'll... * Prepare tax statements, financial statements, and BAS statements at required intervals * Create and return statements and documents to clients by set deadlines * Preparing business income tax returns and statements for audits * Manage tax administration responsibilities required of assigned accounts include tax code research, tax return preparation, and tax planning * Identifying opportunities to minimize tax liability through deductions and credits * Engage regularly with clients and maintaining strong relationships * Stay current with knowledge of federal and state tax laws, regulatory and compliance requirements, and tax planning techniques. Regularly research financial landscape and market trends * Assist with month-end, quarter-end, and year-end analysis of accounts for assigned lines of business * Validate the accuracy of data from subsystems * Process subsystems or subsidiary interfaces * Validate the accuracy and completeness of the interfaced data * Perform follow up and resolution of determined issues * Provides guidance and assistance to in-office Tax Strategists as needed$62.8k-94.2k yearly Auto-Apply 4d agoAccountant
Knowhirematch
Remote job
Staff Accountant - Open Due to Promotion Work Model: Flexible schedule with 2 days/week remote option after 90 days About the Opportunity Join one of best companies to work for as a Staff Accountant and build a rewarding long-term career. We're seeking a forward-thinking, detail-oriented, and collaborative professional to join this Corporate Accounting team at their Phoenix headquarters. This position offers strong potential for promotion and career advancement as you grow with this organization. What You'll Do As a Staff Accountant, you'll play a vital role in our day-to-day accounting operations, month-end financial close processes, interim audits, and special projects. Your responsibilities will include: Prepare monthly journal entries and reconcile assigned bank accounts to the general ledger Reconcile and maintain general ledgers Assist in preparing quarterly and annual financial statements in accordance with GAAP Calculate and review daily cash position reports and monitor investment of excess funds Prepare, review, and approve bank wire transfers and account cash transfers Maintain the fixed asset system, recording additions, disposals, transfers, and monthly depreciation expense Prepare income tax return workpapers for external tax accountants and annual personal property tax returns Provide financial workpapers and schedules to external auditors Prepare ad hoc reports and analyses as needed Support additional duties as assigned Requirements What You'll Need Required: Bachelor's Degree in Accounting required Minimum 1 year of accounting or related work experience Strong analytical skills and attention to detail Advanced Excel skills and proficiency in MS Word and MS Outlook Experience with ERP accounting software Ability to perform tasks with both speed and accuracy Benefits What They Offer Flexible work environment with the ability to work from home two days per week Matching 401K and bonus potential Relaxed and collaborative team culture Ergonomic workstations with sit/stand desks Strong career growth potential with opportunities for promotion Limited to no travel requirements$40k-56k yearly est. Auto-Apply 9d agoSenior Accountant
Velosio
Remote job
Velosio is looking for a Senior Accountant to be an integral member of the Finance Team. As a Senior Accountant at Velosio you will be responsible for general ledger accountability and financial reporting, as well as financial profitability analysis and other special projects as assigned. Your day might look like: * Facilitate and complete monthly close procedures including journal entries and consolidation of financial statements. * Analyze revenues, commissions, and expenses to ensure they are recorded appropriately monthly. * Prepare monthly account reconciliations and research and reconcile all discrepancies. * Prepare and file Sales Tax returns, annual returns, annual registrations * Assist with documentation for income tax returns and filings * Manage recurring billing transactions. * Prepare monthly commission reports. * Assist with analyzing financial statements monthly, including performance against budget, and report on variances. * Assist with annual audit with external auditors. * Assist in documentation and monitoring of internal controls. * Other adhoc tasks as assigned by management What you'll bring: * Bachelor's or higher degree in Accounting or Finance. * Minimum of 5 years accounting/finance experience. * Highly detail oriented and organized in work with the ability to meet assigned deadlines. * Strong work ethic and ability to work alone and as a member of a team. * Versatile, organized, courteous, motivated, and able to multitask. * Excellent attention to detail, with the ability to recognize discrepancies. * Ability to work well under pressure, display a sense of urgency and take initiative. * Adaptable to change and always willing to learn. * A goal-oriented mindset and self-motivation to accomplish objectives. You might also bring: * CPA designation. * Experience in the professional services and software industries. Who we are: At Velosio, we focus on what matters most - our people. We are a values-driven organization committed to delivering an outstanding employee experience to all our team members. Velosio's years of experience with business applications translate to a deep bench of tenured team members with competency across enterprise resource management (ERP), customer relationship management (CRM), and cloud services. We have earned recognition from Microsoft as a top 1% performing partner worldwide and an emerging NetSuite leader. We have strategic independent software vendor (ISV) partnerships and a portfolio of solution and service offerings to accelerate what's next for business. Our mission is to enable clients to realize business value faster, simplify the process of deploying technology, acquire deeper data-driven insights, and explore ongoing innovation to drive business forward. We support the entire Microsoft Dynamics portfolio, Office 365 family and Azure services. Velosio is the only Microsoft Cloud Distributor that specializes in Dynamics 365 and is a prominent Microsoft Master VAR. Headquartered in Atlanta, Georgia, Velosio's 400 employees serve over 4,000 clients. Beyond our expertise, as a Velosio team member, you can leverage the Velosio award winning culture - a network of top-notch peers, day-to-day flexibility, career development resources and the largest incentive opportunities in the industry. Some reasons you might like working with us: At Velosio, YOU MATTER. Due to our ongoing commitment to delivering an exemplary employee experience, Velosio has been recognized by Comparably in multiple categories - including Best Company Culture (2021-2024), Best Company Outlook (2022-2025), Best Company for Career Growth and Best Leadership Teams (2022-2025). Access the following link to see why: * 100% of current Velosio team members feel the company is invested in their career growth * 99% feel their manager cares about them as a person * 99% look forward to interacting with their coworkers every day ******************************************** At Velosio, YOUR WELLNESS MATTERS. We know one size doesn't fit all, which is why we offer a comprehensive benefits package that allows our team members to create a personalized plan best suited for their unique needs, including: * 3 Medical Insurance options with a company contribution to HSA * 3 Dental Insurance options including adult orthodontics * 3 Vision Insurance options * Unlimited PTO (UPTO) * Remote working environment * 401k Match 50% of the first 6% * StayWell Program - a cash reimbursement up to $600 a year toward Wellness EEO Statement: Velosio is proud to be an Equal Employment Opportunity and Affirmative Action employer. We are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and teammates without regard to race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. If you need assistance or accommodation with the application process due to a disability, you may contact us at ********************** or you may call us at **************.$61k-80k yearly est. 60d+ agoDirector, Wealth Strategy
Mariner High School
Remote job
As a Director, Wealth Strategy, you will be a part of a team serving as a specialized resource for Mariner advisors across the firm serving ultra-high-net-worth clients. The wealth strategy team works closely with prospects and current clients to provide tailored and customized solutions which include wealth preservation strategies, legacy and philanthropic planning and pre- and post-sale liquidity strategies. The team also serves as a thought partner for Mariner advisors and their clients, providing timely thought leadership and developing a library of material on estate planning, tax and related topics of interest to ultra-high-net-worth families. The successful Director, Wealth Strategy will be an advanced planning enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally. Responsibilities Partner with Advisors to deliver comprehensive tax planning across estate, charitable, and business succession needs and provide sophisticated planning and holistic strategy solutions for ultra-high-net-worth clients. Actively assist Senior Wealth Consultants and Advisors in demonstrating the value of working with Mariner to bring on new clients, assist in consolidating outside assets from current clients and provide solutions for substantial liquidity events. Assist with comprehensive wealth assessments by reviewing financial plans and models, and review of wills, trusts and other planning related documents and income tax returns to assist with serving high-net-worth clients and prospects. Develop and present estate and tax strategy to groups of prospective clients designed to educate families and demonstrate the value of planning through Mariner. Create thought leadership and whitepapers by providing expertise and guidance on complex financial and estate planning topics. Conduct research of technical matters for complex tax and planning needs and updates to regulations. Commitment to continuing education and staying abreast of significant changes or developments in trust, estate/wealth transfer, tax and financial planning legislation. Qualifications Bachelor's degree required. 10+ years' experience working directly with clients on trust, tax and personal financial planning matters. Understanding of complex investments, tax, generational trust and estate planning. J.D. or CPA strongly preferred. Skills and Knowledge Experience providing client-centric wealth preservation strategies to high-net-worth clients and business owners. Strong research capabilities related to technical matters for complex planning and tax needs and updates to regulations Highly effective interpersonal, relationship management and communication skills Excellent organizational and time management skills in a high energy culture to manage multiple priorities in a time-sensitive environment Strong attention to detail Business travel required Mariner Wealth Advisors is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do. We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $200,000 to $300,000. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-TH1 EOE M/F/D/V$88k-110k yearly est. Auto-Apply 23d agoTax Preparer
Firefighters First Federal Credit Union
Remote job
This is a remote (work from home) seasonal position for the upcoming tax season (January - April 2026). Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation's largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community. Currently, we have an immediate opening for a Seasonal Tax Preparers to join our team! The Seasonal Tax Preparer "Tax Associate" is responsible for interviewing members through virtual tools and preparing accurate income tax returns. The Tax Associate will assist members and respond to tax related questions which includes assisting them with tax planning. Primary Responsibilities: Overseeing tax engagements to ensure tax returns are accurate and ensuring efficient flow of tax returns. Preparing tax returns for members by leveraging source documents provided by the member which includes understanding the members' tax situation. Performing tax-related research for members based on intermediate to complex tax topics and communicating findings to the members. This includes providing a recommendation if applicable. Providing a consultative approach in uncovering needs for various FFCU financial products and services to meet members' short and long-term financial needs. Communicating with internal management regarding member's progress to meet both internal and external deadlines. Basic Qualifications: Education: High School Diploma or equivalent. Certification: PTIN and CTEC (California preparers) Experience preparing income tax returns, 1040, 1120-S, 1065 & 990. Experience with multi-state tax returns. Experience with Ultra Tax software highly preferred! Understanding and working knowledge of the US Tax Code and California Tax Code. Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at ***********************.$40k-73k yearly est. Auto-Apply 60d+ agoSeasonal Tax Delivery Manager, Global Employer Services - High Net Worth
Deloitte
Columbus, OH
This is a seasonal opportunity expected for the Spring 2026 (February - May) or other mutually agreeable period. Extensions may be available upon mutual agreement. Remote opportunities available. Are you a leader and strategic thinker who is able to integrate strategic business knowledge with market-leading experience to design talent, mobility, and rewards programs? Do you have an in-depth technical knowledge of the regulatory landscape and business environments in which global clients operate around the world? If you said "Yes!" and this is your passion, we have the perfect career for you! Work you'll do As a Seasonal Tax Delivery Manager in our Global Employer Services - High Net Worth group, you will accountable for end-to-end delivery quality, timeliness, and risk management across individual mobility-related tax work-while also leading teams and day-to-day client execution. * Review and sign individual income tax returns for executives and high net worth clients * Oversee mobility inputs (e.g., compensation allocations, travel/workdays, residency considerations) and coordinate required data with payroll, HR, and client contacts. * Drive filing readiness: deliverables tracking, extension estimates, payment instructions, and filing logistics. * Oversee mobility inputs (e.g., compensation allocations, travel/workdays, residency considerations) and coordinate required data with payroll, HR, and client contacts. * Drive filing readiness: deliverables tracking, extension estimates, payment instructions, and filing logistics. * Supervise the daily operations of your engagement teams and their delivery of compliance and consulting services. The Team At Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. In addition to managing compliance, the practice consults clients to develop international assignment programs and policies and to minimize tax obligations through the use of effective tax planning. Learn more about Deloitte Tax Global Employer Services. Qualifications Required * Bachelor's Degree in Accounting, Finance, Business Administration or other relevant degree * 5+ years of experience in global mobility compliance or personal income tax and compliance- specifically High Net Worth tax compliance and planning * Ability to travel up to 10%, on average, based on the work you do and the clients and industries/sectors you serve * Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. * One of the following active accreditations obtained: * Licensed CPA in state of practice/primary office if eligible to sit for the CPA * If not CPA eligible: * Licensed Attorney * Enrolled Agent * Global Professional in Human Resources (GPHR) * Certified Equity Professional (CEP) * Certified Employee Benefits Specialist (CEBS) * Certified Pension Consultant (CPC) * Certified Payroll Professional (CPP) * Project Management Professional (PMP) * Workday Certification Preferred * Master's degree or equivalent in a related field * Experience in Managing people, Client Interaction and Sales * Technical skills including Excel, Microsoft PowerPoint, QlikView, and Tableau * Global experience (foreign language skills, lived/studied abroad, strong cultural awareness) * Strong analytical, consultative, quantitative, and project management skills * Strong communication (verbal & written) and presentation skills * Attention to detail with a focus on quality; and deadline and results-driven * Capable of working within large, complex engagements and able to work efficiently and with a sense of urgency * Leadership skills in managing client relationships and the ability to develop customized solutions to meet client needs with the ability to prioritize tasks, work on multiple assignments, and manage assignments in a team environment 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 Deloitte, 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 $98,350 to $223,990. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Information for applicants with a need for accommodation: ************************************************************************************************************ gestax Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at *****************************. Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see ********************************* for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers Requisition code: 322076 Job ID 322076$98.4k-224k yearly 7d agoStaff Accountant
Southwest Accounting Resources
Remote job
Staff Accountant - Open due to Promotion Work Model: Flexible schedule with 2 days/week remote option after 90 days About the Opportunity Join one of best companies to work for as a Staff Accountant and build a rewarding long-term career. We're seeking a forward-thinking, detail-oriented, and collaborative professional to join this Corporate Accounting team at their Phoenix headquarters. This position offers strong potential for promotion and career advancement as you grow with our organization. What You'll Do As a Staff Accountant, you'll play a vital role in our day-to-day accounting operations, month-end financial close processes, interim audits, and special projects. Your responsibilities will include: Prepare monthly journal entries and reconcile assigned bank accounts to the general ledger Reconcile and maintain general ledgers Assist in preparing quarterly and annual financial statements in accordance with GAAP Calculate and review daily cash position reports and monitor investment of excess funds Prepare, review, and approve bank wire transfers and account cash transfers Maintain the fixed asset system, recording additions, disposals, transfers, and monthly depreciation expense Prepare income tax return workpapers for external tax accountants and annual personal property tax returns Provide financial workpapers and schedules to external auditors Prepare ad hoc reports and analyses as needed Support additional duties as assigned What You'll Need Required: Bachelor's Degree in Accounting or related field required Minimum 1 year of accounting or related work experience Strong analytical skills and attention to detail Advanced Excel skills and proficiency in MS Word and MS Outlook Experience with ERP accounting software Ability to perform tasks with both speed and accuracy What They Offer Flexible work environment with the ability to work from home two days per week Matching 401K and bonus potential Relaxed and collaborative team culture Ergonomic workstations with sit/stand desks Strong career growth potential with opportunities for promotion Limited to no travel requirements For immediate consideration email your resume to Thyra at thyra@southwestaccountingresources.com www.southwestaccountingresources.com$44k-56k yearly est. 10d agoTax Manager
Zelin & Associates CPA
Remote job
Looking for a new and exciting challenge that takes full advantage of both your tax and leadership skills? We are a growing small/mid-size CPA firm committed to delivering exceptional tax, accounting, audit, and advisory services. Our team thrives on collaboration, professional development, and building lasting client relationships. We're looking for a Tax Manager who is passionate about both technical excellence and team leadership. As a Tax Manager, you'll play a key role in client service, project management, and team development. Your responsibilities will include: Client Service & Project Management Work flexible hours as needed to complete projects, with approximately 70% of time billable. Complete projects in compliance with professional standards, within budget and agreed timelines, achieving at least 80% realization. Develop and maintain strong relationships with new and existing clients. Recognize opportunities to provide additional services and participate in new client proposals. Manage and perform business advisory services, offering strategic insights and solutions. Tax Compliance & Review Review and prepare complex business and personal income tax returns and projections, including: Individual Tax (Form 1040) Partnership Tax (Form 1065) S Corporation Tax (Form 1120-S) C Corporation Tax (Form 1120) Exempt Organizations (Form 990, 990-PF) Fiduciary Tax Returns (Form 1041) Research complex tax issues and provide strategic planning recommendations. Ensure accuracy, compliance, and high-quality deliverables across all engagements. Team Leadership & Development Coordinate team workload for engagements and assist staff to ensure deadlines are met. Supervise and mentor staff accountants and tax associates, providing coaching, feedback, and performance evaluations. Develop and train team members through structured learning opportunities, one-on-one guidance, and career development planning. Lead training presentations and workshops on tax updates, compliance, and best practices. Build and foster a collaborative team culture that encourages open communication, accountability, and professional growth. Participate in internal and external training sessions to stay current and strengthen firm-wide knowledge. Firm Collaboration Partner with firm leadership on business development initiatives and client advisory opportunities. Contribute to the growth and success of the firm by actively engaging in strategic planning and team-building efforts. Zelin & Associates CPA LLC is an established CPA firm in midtown Manhattan that has been servicing individuals, small businesses and nonprofits in the New York and New Jersey area since 2008. We are a team of highly knowledgeable and friendly professionals who work hard to earn our role as trusted advisers. The focus of our full-service boutique firm is to provide clients with the highest quality of personalized service on a timely basis. This is a remote-based job. Our employees enjoy a work culture that promotes teamwork and doing the right thing for the client. Benefits: A highly competitive salary and benefits package through our PEO (professional employer organization).$88k-124k yearly est. Auto-Apply 58d agoFinancial Aid Counselor
Capital University
Columbus, OH
Primary roles and responsibilities: * Provide excellent customer service to students, parents, and colleagues. * Provide one-on-one financial aid counseling to students and families. * Evaluate and verify financial aid documents, including income tax returns and verification worksheets. * Determine eligibility for federal, state, and institutional aid programs. * Package financial aid awards for eligible students based on established guidelines and available funding. * Complete verification and process professional judgement requests. * Process withdrawals and R2T4 calculations. * Maintain accurate and confidential student financial aid records. * Enter financial aid data accurately into the student information system. * Respond to inquiries via phone, email, and in-person visits promptly and professionally. Resolve student financial aid issues and concerns. * Generate reports and analyze data to assist in decision-making processes. * Stay informed about changes in financial aid regulations and policies. * Ensure compliance with federal, state, and institutional rules and regulations. * Conduct financial aid workshops and presentations for prospective and current students. * Serve as a resource for students, parents, and school counselors on financial aid matters. * Assist with the development and distribution of financial aid-related materials. Qualifications: * Bachelor's degree or related experience\/training. * Knowledge of federal and state financial aid programs. * Strong interpersonal and communication skills. * Ability to explain complex financial aid concepts in a clear and understandable manner. * Attention to detail and ability to manage multiple tasks. * Excellent customer service orientation and a commitment to helping students succeed. * Proficiency in computer applications and data entry. * Positive work ethic and ability to work both independently and as part of a team. Capital University offers a rich benefits package that includes medical, dental, vision, retirement, family education benefits, short-term and long-term disability, life insurance and free parking. Capital University is currently unable to sponsor employment Visas or consider candidates who will require Visa sponsorship. Interested candidates must submit cover letter and resume when applying. Visit capital.applicantpro.com\/jobs\/ to apply All inquiries should be made to: Mary Cannon, ********************* For more information on Capital University, visit our website at$33k-35k yearly est. 10d agoTax Director, Private Client Advisors
Armanino
Remote job
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 Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns. Provide consultation on business and/or personal transactions (if applicable), and the related tax implications, consequences and treatment. Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors. Review or conduct high level research of complex or emerging tax issues and prepare memorandums to support conclusions. Engage with our internal business development department, builds relationships across the firm internally, identify potential cross-selling opportunities for clients and actively brings the opportunities to clients, collaborating across AMLLP service lines. Engage in thought leadership, contributing to technical publications and engaging in speaking opportunities (both internally and externally) Develops our internal professionals by leading formal learning opportunities/trainings or supporting the development of training materials in collaboration with Learning & Development Team and sharing knowledge Train and develop managers responsible for engagement management responsibilities, including analyze billing, managing complex budgets, scheduling and staffing, due date management and client relations. Continually build on technical expertise in taxation by attending continuing professional education courses or utilizing other training resource Keep current with tax law changes and provide updates and training to the firm's tax practice members. Requirements Bachelor's Degree in Accounting, Tax, Finance, or related discipline Qualified to practice before the IRS (i.e., JD, CPA, or EA) Minimum of 8 years' experience in public accounting in taxation or equivalent experience Minimum of 4 years in a managerial role involving clients and team members Advanced understanding of planning and compliance concepts related to high-net-worth individual and fiduciary income tax, gift tax, and estate tax Possess a strong knowledge of accounting theory and federal, state and local tax laws Flexibility to work from home while collaborating in person half the time. Preferred Qualifications Master's Degree in Accounting or Taxation "Armanino" is the brand name under which Armanino 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 is a licensed independent CPA firm that provides 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 Northern California residents, the compensation range for this position: $195,100-$265,900. 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.$76k-96k yearly est. Auto-Apply 5d ago
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