Tax Research jobs near me - 170 jobs

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **US - Tax - BTS - FSO CTORS Information Reporting and Withholding EDGE Senior Analyst** EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. **The opportunity** When you join EY EDGE, you'll be at the heart of EY's critical mission to build a better working world by applying your knowledge, skills, and experience in assisting clients in meeting their business objectives. You will learn, grow, and contribute - building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice. **Your key responsibilities** Work independently, recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and tax projects are timely, efficiently, and accurately completed. Tax Projects including but not limited to implementation of new tax laws, moderately complex analysis of tax methods of accounting as well as tax processes or calculations for compliance purposes. Responsible for identifying moderately complex tax related issues and providing recommended solutions via research and/or position development, and documentation. Lead the preparation and review of moderately complex tax/accounting regulatory and tax compliance with limited supervision. Perform and document research and analysis on related accounting and tax issues. Guide team members and be a role model on moderately complex tax projects. Keep knowledge up to date of new tax and accounting developments as well as of EY standard technologies and processes related to job function. Responsibilities include + Prepare or detail review complex financial closings, tax compliance filings and other tax related processes or tasks + Compile and/or evaluate moderately complex data, computations, documentation and various tax and accounting technologies + Responsible for Service Quality across identified aspects of delivery. Understand opportunity risk in relation to our Scope of Services + Develop, document, and gain cross functional alignment on processes to support processes and internal teams + Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities. + Maintain internal network by providing technical assistance to others within EY in area of expertise + Provide effective oversight, feedback, and coaching to junior team members + Mentor/coach team members to develop technical and leadership capabilities **Skills and attributes for success** + Possesses and applies a comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments + Proficient using Microsoft products such as Excel, Word, and Power Point + Experience with financial and tax applications, such as Gosystems, Onesource TP, Corp Tax, as required by area of specialism + Strong attention to detail + Good communication skills (both written & verbal) + Proven conceptual and analytical ability **To qualify for the role you must have** + Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + 4 - 6 years of increasingly diverse or moderately complex experience in related field + Ability to prioritize, handle and track multiple assignments + Strong analytical and problem-solving skills + Ability to work independently + Some supervision skills will be required + Strong oral and written communication as well as presentation skills + Experience with financial and tax applications such as GoSystems, CorpTax, Onesource, as required by area of specialism + Proficient using Microsoft products such as Excel, Word, and Power Point + Proficiency in tax accounting systems + Willingness to travel as needed, and working in a balanced hybrid environment **Ideally, you'll also have** + CPA, EA, licensed attorney, Project Management Professional, or Six Sigma Black Belt, but not required **What we look for** We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $75,200 to $124,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $90,200 to $141,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

Our Staff Accountant will act as a Controller to provide support, preparation and review on multiple tax projects to provide quality tax services and deliverables for our company. This position is intended to rapidly grow within our company. It requires strong technical and communication skills to coordinate with peers, managers and clients to ensure timely, quality delivery of both simple and complex tax projects. The ideal candidate will have a strong analytical skills and attention to detail. We are now hiring for ALL of our locations: Stealth Auto Recovery, Excite Towing, Wayne's Auto Powell, Wayne's Auto Schrock, Wayne's Auto Westerville, Mann's Expedite Service, H.I.N.T., Excite Collision Repair, and Ernie's Auto Repair! Responsibilities Conduct basic tax research and correspondences Prepare support services for tax planning and preparation Manage client information requests and deliverables Ensure accurate, timely filing of federal, state, and local tax returns Ensure quality standards are maintained Provide support on special tax projects and initiatives Collaborate with staff, clients and management Desired Skills and Experience Bachelor's degree in Accounting Minimum of 1 year public accounting experience in tax Positive attitude and ability to work collaboratively with team in various levels Good interpersonal, oral and written communication skills Strong computer skills with knowledge and skills in a wide variety of applications, especially Microsoft Excel, Microsoft Word, and Microsoft Outlook Research orientated with problem-solving skills Superior attention to detail with strong organizational, analytical, and planning skills Flexible in dealing with change with ability to manage multiple priorities and projects, and meet deadlines in a fast-paced environment Desired Skills and Experience Enrolled Agent (EA) Certified Public Accountant (CPA) Project Management experience Tax Return review Tax Planning experience Direct communication with clients Benefits In our company, education and development is necessary and shows in our commitment to your success through our competitive compensation and benefits package. We value time and effort and want to work to preserve the best possible environment for our employees. We work to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture. View all jobs at this company

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Senior Tax Liaison within PNC's Trust Tax Compliance organization, you will be based remotely within the PNC footprint. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations. This role requires that you hold and maintain either a CPA, or Enrolled Agent designation, or a JD degree. If you currently do not hold one of these credentials, you would need to successfully obtain one of these credentials within one year of your start date. As a Senior Tax Liaison, you will work within the Fiduciary liaison team (trust tax) and the Estate Liaison team (estate settlement). You will work and communicate with an assigned group of tax preparers from an outside accounting firm and PNC Fiduciary Advisors who manage those accounts, serving as the Liaison between the two. Your responsibilities will include managing email flow, as well as handling new account openings as well as account closings. You will ensure that new account are funded correctly, reviewing trust documents and prior years returns. The following qualifications are needed for this role: - Trust and Estate Tax experience - Generation Skipping Tax review experience - ability to analyze trust agreements for correct state filings and tax recording This is a remote position. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Coordinates with outside vendor who prepares tax returns in order to meet fiduciary compliance needs. Provides information required by outside vendor to prepare returns; consults with vendor regarding moderate to complex tax issues; and advises vendor of PNC's position regarding tax preparation and filing matters. Acts as liaison between outside vendor and internal front office personnel. Reviews returns prepared by outside vendor prior to filing or as part of quality check of filed returns upon request. + Prepares appropriate tax forms for filing with federal, state and local jurisdictions as needed. As requested, may perform secondary review of tax returns of moderate to high complexity level. + Reviews new accounts and codes for correct tax preparation. Works with outside vendor to ensure new accounts are properly coded and set up in tax preparation system. Reviews trust instruments, wills and other documents to ensure accounts are being reported and taxed properly. Reviews assigned accounts for generation-skipping transfer tax issues and assists less experienced Tax Liaisons with these reviews. + Assists outside vendor with tax notices and taxing authority audits and inquiries related to client accounts and works with vendor and in-house and external counsel in resolving issues. + Reviews client account activity, receipts, disbursements, death notices, corporate reorganizations and exchanges, and other corporate actions in client accounts to ensure correct tax reporting by outside vendor. + Participates in in-house and external training to enhance technical knowledge and to maintain professional credentials and certifications. + Serves as a resource to less experienced tax accountants on matters of routine and non-routine nature, including but not limited to account set up, generation-skipping transfer tax reviews, and account closings. As requested, may perform secondary review of outside prepared returns of moderate to high complexity level. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. **Preferred Skills** Data Analytics, Expense Controls, Financial Analysis, Generally Accepted Accounting Principles (GAAP), Tax Audits, Tax Regulations, Tax Research **Competencies** Accuracy and Attention to Detail, Audit And Compliance Function, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Information Capture, Knowledge of a Specific Financial or Accounting System, Problem Solving, Tax Management **Work Experience** Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. **Education** Bachelors **Certifications** Certified Public Accountant - AICPA, Enrolled Agent - Internal Revenue Service **Licenses** No Required License(s) **Pay Transparency** Base Salary: $45,000.00 - $97,500.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. **Application Window** Generally, this opening is expected to be posted for two business days from 01/09/2026, although it may be longer with business discretion. **Benefits** PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* . **Disability Accommodations Statement** If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. **Equal Employment Opportunity (EEO)** PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. **California Residents** Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

National accounting, tax and consulting firm with significant national presence in strategic US geographies. Our Tax practice is seeking an experienced Tax professional to join our Real Estate Tax team in our New York office. As a Tax Senior in this practice we offer you an opportunity to be an integral part of a dynamic team in a leading global firm and forward thinking environment. You will provide the highest levels of client service excellence while collaborating with other tax professionals and valued clients in the real estate and private equity market space. The preferred location for this position is our New York office. However, this position can take place in any of our US office locations. Our firm has offered our employees the option to work remotely at this time. Professional Responsibilities: Qualifications: What We Offer: Provide tax compliance and advisory services to partnerships, corporations and S-corporations for a variety of clients in the real estate, private equity and emerging business industries Lead the execution of assigned client engagements including budget, review of tax returns completed by other tax staff, calculations of estimated payments and tax extension filings Supervise and review the work of other tax staff on large and complex tax engagements Keep firm tax managers and partners informed on the progress of the engagement as well as any important issues discovered that need resolution Research tax issues and findings that may impact clients' federal, state and local tax planning projects Conduct online tax research using tools such CCH Intelliconnect and tax preparation using CCH Axcess and other applicable tax software programs Communicate on behalf of clients with the IRS, state and local authorities and represent clients at any potential tax audits Advise clients on critical issues that impact their financial portfolio and provide solutions and quality tax service to the clients' satisfaction Develop and sustain good working relationships with clients Participate in client proposal opportunities when required Bachelor of Science degree in Accounting or a business-related field of study Advanced tax degrees (MST, JD, LLM) are preferred CPA license, EA certification or the pursuit of either designation 3-5 years of corporate tax experience working in a CPA firm, a professional services practice or a large corporate tax department Work experience with real estate, private equity or emerging businesses An understanding of individual taxation Demonstrated aptitude in problem solving and decision making Demonstrated success in completing client engagements with satisfaction and within budget Strong computer skills including proficiency with Microsoft Office tools Working knowledge of CCH Axcess and other tax preparation and research software programs Excellent interpersonal and communication skills (both oral and written) Excellent analytical, organizational and project management skills Ability to work extra hours when needed and travel to client locations when required Competitive base salary and incentive compensation plan A comprehensive, competitive benefits package that includes medical, dental and life insurance plans, a generous paid days' off (PDO) plan, and a competitive 401k Plan A dynamic, diverse work experience in a growing global organization An inclusive, client-centered environment where you can develop new skills, enhance your overall business knowledge and work with world-class professionals Intensive customized training, including in-house leadership development programs, continuing professional education courses, and both classroom and on-the-job training Opportunity for International Mobility experiences are also made available

As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof: 2025 Great Places to Work Certified Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation) Company paid parental leave Generous time off package Multiple benefit plans, eligibility begins on day one of employment Culturally focused on work/life balance, mental health, and the overall wellness of our employees Do you have AvaTax, Vertex, or OneSource IDT tax engine configuration expertise? Can you speak fluently about the sales and use tax implications on purchasing and sales transactions? If yes, then this position might just be the perfect fit for you. Position Summary The Senior Manager, Tax Technology - Managed Services, will be responsible for leading, managing, and developing the Tax Engine-based services provided by the managed services practice. Partner with cross-departmental resources to compile and provide client issue-centric information, perform customer knowledge transfer and onboarding, and assist with issue resolution and reporting related to managed services projects. Essential Duties and Responsibilities Lead and mentor a team of tax technology professionals, providing guidance, coaching, and performance management Encourage open communication between team members, allowing the team to bring forward ideas on how they can collectively deliver a more effective service Monitor the effectiveness of the team against SLA, driving through change as needed to deliver continual service improvement Collaborate closely with internal teams including consulting, compliance, tax research, and ERP support to address client needs Oversee multiple client engagements simultaneously, ensuring high-quality delivery across diverse platforms Maintain strong client relationships, ensuring satisfaction and alignment with business goals Act as a subject matter expert for tax determination solutions, including review, configuration, and support Ensure operational procedures and practices are well defined, documented and consistently applied Develop and maintain process documentation and client-specific documentation to aid in support Provide input into the practice strategy with particular focus on opportunities to grow and/or enhance the services offered Own client escalations to ensure appropriate team members are identified and assigned Achieve consistent client satisfaction ratings and respond appropriately to client feedback on areas for improvement Education and Qualifications Bachelor's degree in Computer Science, Information Technology, or related field required 8+ years' relevant experience with thorough understanding of application servers, tax engines, and ERPs Mastery within 3rd party Transaction Tax Engines (Avalara, Thomson Reuters, Vertex) strongly preferred Mastery within tax processes and integrations (Order-to-Cash, Procure-to-Pay) strongly preferred Mastery within the financial modules of SAP strongly preferred Expertise in providing direction to others and completing projects with limited direction Expertise in Microsoft Office Excellent verbal and written communication skills Proven leadership and project management experience Strong organizational skills with a demonstrated ability to proactively take initiative and complete tasks in a timely manner Strong teamwork skills with the ability to work well with both technical and non-technical personnel; ability to influence the direction of projects Travel as required (approximately 5%) #LI-REMOTE #LI-AL1 The Company is an equal employment opportunity employer and is committed to providing equal employment opportunities to its applicants and employees. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, national origin, citizenship, age, disability, veteran status, genetic information, or any other category covered by applicable federal, state, or local law. This equal employment opportunity policy applies to all employment policies, procedures, and practices, including but not limited to hiring, promotion, compensation, training, benefits, work assignments, discipline, termination, and all other terms and conditions of employment. It is DMA's policy to make reasonable accommodations for qualified individuals with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please contact our Human Resources team at *********************** or ************ and choosing selection 6.

Job Description Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First' culture and we focus on our employees' well-being and professional development. With over 400 professionals, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. The Tax Supervisor is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual work papers, and working with tax software applications to complete tax returns for review. The Supervisor is also responsible for coordinating with the manager and principal and then advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, the Tax Supervisor is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy. In addition, the Tax Supervisor will be involved in growing their marketing, networking and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients. Responsibilities Control Environment Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by: Applies knowledge of transactional flow and key transactional cycles to complete audit work Documents, validates and assesses the design and operating effectiveness of the clients' internal control system Identifies and communicates suggested improvements to client internal controls and accounting procedures in an effort to reduces risk within the client organization Supervise and reviews the work of audit staff Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the Rea's tax quality control policies Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate Communicates with client and Assurance any issues identified in tax accrual reviews Plans and reviews the tax process and the procedures to be performed to include: Budgeting and staffing Monitoring engagement process and actual time incurred vs. budget with assistance of Senior Timely billing including management of identified out-of-scope activity and communication to client Timely collection of A/R Manages client relationships/expectations in accordance with the project Provides advice to clients in a timely manner Research Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis Applies most Firm and professional standards for preparation of WTA (“Written Tax Advice”) and tax returns Involves firm specialists, as appropriate ASC 740-10 (FAS 109 and FIN 48) Tax Accruals Correctly and proactively applies Firm policies, standards, and Rea's tax quality control policies regarding FAS 109 and FIN 48 Applies, correctly and proactively, ASC 740-10, and Firm policies, standards, and BDO TQM regarding them Explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740-10 Communicates with Assurance counterparts to timely plan tax accrual reviews, including budget, scope and delivery dates Utilizes and manages STS (specialized tax services), as needed Prepares provision workpapers and discusses with the appropriate team members Identify and discuss uncertain positions with team members Review & prepare footnote disclosures in compliance with 740-10-55 Tax Consulting Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes Considers the applicability of CTS (core tax services) and STS consulting specialties for each client Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client Serves as a technical resource Ensures client service teams comply with Firm policy; regarding Written Tax Advice (“WTA”) Provides effective assistance with exam support Frames projects and issues for effective delegation to seniors and associates Identifies consulting opportunities to reduce client's tax liability Provides efficient and effective support for client consulting projects Gathers relevant information for controversy work, efficiently and effectively Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom GAAP Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by: Communicating financial statement disclosure requirements to clients Drafting complex sets of financial statements with disclosures if applicable Recognizing and applying new pronouncements to client situations Identifying complex accounting issues and brings them to the attention of superiors for resolution Coaching less experienced team members in new areas Research Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information by: Utilizing of internal and external research tools and selecting methodology for routine research requests Researching complex areas of accounting, forming an initial opinion on the correct treatment independently and considering and documenting the impact on the client and audit engagement Documenting and organizing complicated findings in a usable format, based on information obtained from various research resources Assisting the engagement manager with gathering appropriate information about the business and information system, including the accounting system, to form an adequate basis for the preparation of the audit strategy Developing the draft Audit Engagement Planning Memorandum, audit programs and budgets Collaborating with the engagement manager to establish the responsibilities of individual audit staff for specific areas of audit work Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis Applies most Firm and professional standards for preparation of WTA (Withholding Tax Allowance) and tax returns Tax Specialization Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists Strategy Development Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits Reviews studies of tax implications and offers clients alternative courses of action Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods Supervisory Responsibilities Supervises associates, senior associates and supervisors on all projects Reviews work prepared by associates, senior associates and supervisors and provide review comments Trains Associates, Seniors and Supervisors how to use all current software tools Acts as a Career Advisor to associates, senior associates and supervisors Schedules and manages workload of associates, senior associates and supervisors Provides verbal and written performance feedback to associates, senior associates and supervisors Requirements Education: Bachelor's degree in accounting or other relevant field required Master's degree in accounting beneficial, Master's degree in taxation beneficial Experience: Four (4) to Five (5) years of prior experience Experience with corporate taxation, consolidations, and partnerships preferred Prior supervisory experience required Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, FirmFlow, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers Superior verbal and written communication skills Ability to effectively delegate work as needed Strong analytical, research and critical thinking skills as well as decision-making skills Capacity to work well in a team environment Capable of developing and managing a team of tax professionals Ability to compose written tax advice Capable of effectively developing and maintaining client relationships Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients Licenses/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations) required Possession of other professional degrees or certifications applicable to role beneficial Travel: Travel to clients sites and offices as needed Benefits Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals. Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development 'Work From Anywhere' option Wellness Resources Four (4) weeks PTO Twelve (12) paid holidays, of which three (3) are floating holidays

Budget and Management Intern (26000085) Organization: Budget and ManagementAgency Contact Name and Information: Janine Burnside **************************** Unposting Date: Feb 16, 2026, 4:59:00 AMWork Location: James A Rhodes Office Tower 34 30 East Broad Street 34th Floor Columbus 43215-3457Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: $24.00Schedule: Part-time Work Hours: Varies, up to 24 hours per week Classified Indicator: UnclassifiedUnion: Exempt from Union Primary Job Skill: InternshipTechnical Skills: Budgeting, Data Analytics, Internship, ManagementProfessional Skills: Active Learning, Analyzation, Critical Thinking, Written Communication Agency OverviewWhat We Do:The Ohio Office of Budget and Management (OBM) is the fiscal backbone of the State of Ohio enterprise. OBM works with the Governor and every state agency in providing policy analysis, fiscal research, and financial management services. We help state agencies shape Ohio's future by ensuring the proper and responsible use of state resources! Job DescriptionWhat You'll Do:The Ohio Office of Budget and Management (OBM) is seeking highly motivated graduate students to join our Budget team as Budget and Management Interns. This internship offers hands-on experience in state budgeting, economic and tax policy analysis, and public administration.As a Budget and Management Intern, you will work alongside budget analysts and contribute to projects that shape Ohio's fiscal policy. Key responsibilities include:Conducting economic and tax research to support decision-making.Assisting in the preparation of operating budget guidance for state agencies.Shadowing budget analysts and assisting with day-to-day tasks.Interns may work up to 40 hours per week in our downtown Columbus office; we can work with your schedule.Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes: Medical Coverage Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period. Paid time off, including vacation, personal, sick leave and 11 paid holidays per year Childbirth, Adoption, and Foster Care leave Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more) Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation) *Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.QualificationsWhat We're Looking For:Currently enrolled in a Master's program (or accepted to start in Fall 2026).Preferred fields of study: Public Administration, Economics, Public Policy, Political Science.Strong writing and analytical skills.Proficiency in Excel for data analysis and reporting.Interest in government budgeting and policy.Supplemental InformationAdditional Information:When completing your application, be sure to clearly describe how you meet the minimum qualifications outlined in this job posting.If you require reasonable accommodation for the application process, please email the Human Resources contact on this posting so arrangements can be made.The Director of OBM, or their designee, will interview all final candidates for this position.The final candidate selected for this position will be required to undergo a criminal background check. Criminal convictions do not necessarily preclude an applicant from consideration for a position. An individual assessment of an applicant's prior criminal convictions will be made before excluding an applicant from consideration.ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs, and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.

Mechanics Bank is currently searching for a Tax Director to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This position will be based at our Irvine HQ. The Tax Director oversees and directs all enterprise-wide tax strategy, planning, and compliance. Provide advice and counsel for all tax-related matters. Develops tax strategies to minimize liabilities, ensures compliance with tax laws and regulations, manages tax planning and reporting, coordinates with external auditors and tax authorities, and provides guidance on complex tax issues to support business objectives. Prepare financial statement and regulatory reporting support to Finance for tax matters. Provide tax related support to key decision makers at senior management and operational levels. What you will be doing: * Manage financial provisions under ASC 740 including controls testing for publicly traded entities. * Review annual and quarterly audited income tax provision and associated income tax footnotes for 10-K and 10-Q filings. * Review consolidated and separate federal and multi-state corporate income tax filings. * Prepare, review and/or analyze state apportionment schedules. * Oversee indirect taxes, including property, sales & use tax, state and local excise taxes, business licenses, etc. * Collaborate with internal and external resources related to equity-based compensation, qualified and non-qualified retirement benefit plans to ensure compliance with applicable tax laws and reporting requirements. * Manage federal, state and local tax examinations, including correspondence and negotiation with tax authorities. * Provide technical assistance for internal resources related to information reporting. * Maintain currency with federal, state and local tax legislation and accounting pronouncements. * Research and documentation of material tax positions taken and ensure proper reflection in financial statements. Manage and support tax research to identify tax implications of proposed transactions and provide tax advice to business partners. Who you are: * Minimum 15 years of Accounting, Financial or Tax experience required. A mix of public and private industry preferred. * Minimum 5 years of leadership experience required. * 4 Year / Bachelors Degree in Accounting or Finance is required. Or equivalent work experience. * Graduate Degree preferred. * Thorough knowledge of ASC 740 and related pronouncements. * Strong experience with ASC 740 for public companies. * Knowledge of accounting principles and processes. * Strong knowledge of federal and state tax laws and regulations and capability of application in new situations. * Knowledge of financial services accounting and tax concepts. * Advanced proficiency with Excel. * Skill in analyzing processes to determine the potential of automation for greater efficiencies. * Ability to work independently and at all levels necessary for successful completion of projects. * Ability to communicate orally and in writing with internal and external business partners at all levels. #LI-HJ1 Salary Range: $180,000.00 - $260,000.00 annually AIP/Bonus: up to 30% Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes[1]: * Medical, prescription, dental, and vision coverage for employees and their eligible family members * Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits * Health Savings Account with employer contribution * Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit * 401(k) and Roth 401(k) with company contribution * 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program * Supplemental Health plans, Voluntary Legal and Identity Theft Services * 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year * Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. * Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. * Please view Equal Employment Opportunity Posters provided by OFCCP here. * To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.

The Tax Research Analyst role requires expertise in tax mapping, AI tools, and industry-specific taxation to research, interpret, and structure tax content for Vertex products, demonstrating efficiency and providing clear research support. ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES: Analyze and interpret how categories, taxability, and regulatory changes impact Vertex products, ensuring accurate content updates and compliance. Communicate effectively with internal and external stakeholders to address tax law changes and customer needs. Monitor and analyze processes, focusing on the impact on customers; re-evaluate items as necessary and collaborate with the Tax Research team to resolve issues related to taxability when items do not function as expected. Test and support the implementation of tax content and process changes, contributing to quality assurance and operational efficiency. Collaborate with cross-functional teams-including Product Management, Engineering, and Tax Research-to achieve organizational objectives. Professional Development to support Vertex Objectives may be necessary KNOWLEDGE, SKILLS AND ABILITIES: Taxonomy & Classification Expertise Understanding of taxonomy structures, hierarchical classification, and metadata standards. Experience with category mapping and harmonization across multiple systems. Data Analysis & Mapping Strong analytical skills for interpreting data relationships and mapping categories accurately. Familiarity with data normalization and enrichment techniques. Governance & Compliance Knowledge of data governance principles, standards, and best practices. Ability to ensure compliance with internal and external classification guidelines. Attention to Detail High level of accuracy in mapping and validating categories. Ability to identify inconsistencies and resolve classification conflicts. Communication & Collaboration Strong written and verbal communication skills for documenting taxonomy rules and guidelines. Ability to work cross-functionally with data stewards, governance teams, and business units. Strong communication (oral, written, presentation and facilitation) skills. Problem-Solving & Critical Thinking Ability to troubleshoot mapping issues and propose solutions. Comfortable working with ambiguous or incomplete data sets Ability to apply professional concepts, experience and company objectives in order to perform an in-depth analysis of situations or data to resolve complex issues in creative ways. Ability to problem-solve. Expertise in a specific tax field/industry Developing capability to teach, develop and train. Developing capability to understand how customers would use Vertex products or equivalent tax solution product. Developing capability in project management, estimation skills. Developing expertise in multiple tax fields/industry. Developing / ability for Compliance administration (Facilitate information between Vertex and Taxing Authorities). Developing capability to influence and create awareness skills. Ability to utilize time management and effectively communicating competing priorities. Ability to work without supervision. Latitude for independent decision making. Ability to listen and understand information and communicate the same. Must be results oriented, customer focused, and exhibit good interpersonal skills Proficiency in Microsoft Office packages is required. EDUCATION AND TRAINING: Bachelor's degree in Accounting, Taxation, Finance, data science or similar degree required Obtained or actively pursuing one or more of the following: Juris Doctorate (J.D.), masters in taxation, MBA, CMI, or CPA certification (active or inactive) preferred. O Series certification preferred. 5+ years in a multi-jurisdictional environment with emphasis in Indirect Tax Developing the ability to lead projects Industry or consulting experience a plus Strong experience with research tools such as CCH, Lexis-Nexis, RIA, BNA, etc. Experience with Vertex or other tax engines a plus Or equivalent combination of education and/or experience Other Qualifications The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners. Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback. Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule - better is the enemy of done. Don't spend hours when minutes are enough. Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results. Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes. Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you're unsure, ask. Demonstrate unwavering support for decisions. COMMENTS: The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time. Pay Transparency Statement: US Base Salary Range: $75,300.00 - $97,800.00 Base pay offered to new hires may vary based upon factors including relevant industry and job-related skills and experience, geographic location, and business needs.* The range displayed does not encompass the full potential of the role, which allows for further growth and career progression. In addition, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants. Learn more about Life at Vertex and connect with your recruiter for more details regarding Vertex's compensation and benefit programs. *In no case will your pay fall below applicable local minimum wage requirements .

Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry. TaxAct is a leading digital tax filing platform which offers customers do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. We are a trusted solution for all users including those with complex tax returns. We strive to attract and retain candidates who exemplify our values: performance, perseverance, progress and partnership. TaxAct is a member of the Taxwell family of products. We are an organization of forward thinkers looking to add industry experts to our growing team. This role will primarily support TaxAct as the organization helps everyday Americans file their taxes. We seek to build a team of experts in tax and technology who are customer advocates and have the mindset to reimagine the services our customers receive. POSITION SUMMARY: As a remote, seasonal SMB Full Service Xpert, you'll play a critical role in helping small and medium-sized business clients with the accurate preparation and e-filing of S Corporation (Form 1120-2) and Partnership (Form 1065) tax returns. This is a fully remote position offering flexibility, professional growth, and the opportunity to make a real impact during tax season. This is a remote, seasonal position offering meaningful client engagement and a chance to support entrepreneurs and business owners through the complexities of entity-level tax filing. ESSENTIAL DUTIES AND RESPONSIBILITIES: Major responsibilities of the seasonal SMB Full Service Xpert position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Prepare, sign, and e-file federal and state business income tax returns, including Forms 1120-S, 1065, and related schedules. Conduct structured client interviews to gather relevant financial information and documentation for accurate tax preparation. Manage digital documentation workflows, including requesting, uploading, organizing, and securely storing business tax documents. Coordinate return progress and status updates using secure communication tools to keep clients informed at each stage of the filing process. Review returns with clients, address questions, and obtain necessary authorizations (e.g., Form 8879 or state equivalents) for e-filing. Perform tax research on complex issues using reliable federal and state resources. Apply appropriate business tax strategies, ensuring accuracy and compliance with current tax laws and regulations. Maintain confidentiality and ensure the security of all sensitive client data. Use company-provided software and tools to interact with clients and manage workflow efficiently. Follow all applicable federal and state regulatory requirements, including those under IRS Circular 230. May be cross-trained on other product lines in order to support other queues, as needed. Additional job duties as needed. EDUCATION AND EXPERIENCE: Who You Are A business tax professional with: 3+ years of hands-on experience preparing Forms 1120-S and 1065 for small or mid-sized businesses. A deep understanding of partnership taxation, S Corp rules, and multi-state filing requirements. Experience with e-filing and digital client management. A skilled communicator who: Provides clear, practical explanations of complex tax concepts. Is comfortable interacting with business clients via phone, video, and secure messaging tools. A dependable, detail-oriented team player who: Works well independently and meets deadlines. Follows defined procedures and maintains high standards for accuracy and professionalism. Required Qualifications Active, unrestricted Enrolled Agent (EA) or CPA credential. Active PTIN (Preparer Tax Identification Number). Proven expertise in preparing S Corporation and Partnership returns. Ability to research federal and state business tax issues accurately. Proficient with TaxAct Pro software and digital communication platforms. Access to a private, secure work environment and a hardwired, high-speed internet connection. Must meet any state-specific licensing, certification, or bonding requirements. Must have (or be willing to obtain) a private, dedicated hardwired internet connection. Preferred Qualifications Familiarity with multi-state business filings. Experience with Schedule K-1 preparation and reconciliation. Prior use of TaxAct platforms. #LI-DNI At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions. Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, d isability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law. If you need assistance or accommodation due to a disability, you may contact us at ************** or by calling ************ extension 6049 to speak with a member of the HR Talent Acquisition team.

We're transforming the grocery industry At Instacart, we invite the world to share love through food because we believe everyone should have access to the food they love and more time to enjoy it together. Where others see a simple need for grocery delivery, we see exciting complexity and endless opportunity to serve the varied needs of our community. We work to deliver an essential service that customers rely on to get their groceries and household goods, while also offering safe and flexible earnings opportunities to Instacart Personal Shoppers. Instacart has become a lifeline for millions of people, and we're building the team to help push our shopping cart forward. If you're ready to do the best work of your life, come join our table. Instacart is a Flex First team There's no one-size fits all approach to how we do our best work. Our employees have the flexibility to choose where they do their best work-whether it's from home, an office, or your favorite coffee shop-while staying connected and building community through regular in-person events. Learn more about our flexible approach to where we work. Overview We are seeking a Director to lead our tax provision and compliance team. This pivotal role involves leading the daily execution and ongoing development of both U.S. and foreign income tax provision and compliance processes. You will collaborate closely with key internal partners from Controllership, Finance, Strategy, Legal, Internal Audit, Investor Relations, and Treasury, to optimize tax structures, manage effective tax rates, optimize cash tax flows, and minimize risks and tax exposures. This role reports directly to the Head of Tax and includes three direct reports. About The Job Own the preparation and review of the quarterly and annual tax provision in compliance with ASC 740, FIN 18, and other related standards. Manage all aspects of global income tax reporting, including deferred tax assets/liabilities, valuation allowances, uncertain tax positions, and effective tax rate calculations. Support documentation and tax research for income tax strategies, policies and positions Oversee forecast modeling with respect to future effective tax rates and cash taxes in collaboration with FP&A Oversee the preparation and filing of federal and state tax income tax returns. Ensure timely and accurate return-to-provision reconciliation adjustments. Partner with key teams to prepare tax disclosures for SEC filings (e.g., 10-K, 10-Q) and other financial statements. Monitor and analyze legislative and regulatory changes, assessing their impact on the organization's tax positions and financial statements. Lead process optimization initiatives, including evaluating and implementing tax technology tools for greater efficiency and accuracy. Establish and maintain SOX-compliant internal controls related to tax reporting and compliance. Provide technical leadership and mentorship to tax staff, managing performance and fostering professional development. Represent the tax team in discussions with external auditors, advisors, and relevant authorities as needed. Manage, mentor, and develop a team of tax professionals to maximize their performance and career growth, fostering a culture of continuous learning and collaboration. Support the business on ad-hoc tax inquiries and various non-income tax analyses and filings on an as-needed basis Manage and oversee income tax audits and inquiries, working closely with external advisors and internal stakeholders to address and resolve issues. Drive R&D tax credit studies, ensure compliance with applicable regulations, and collaborate with relevant teams to optimize credit opportunities. About You Experience: 15+ years of progressive tax experience, with expertise in ASC 740, SBC, Section 174, R&D tax credits and tax compliance. Background in public accounting (Big 4 preferred) and/or corporate tax in a multinational public company. Strong understanding of global tax compliance and reporting issues. Education & Certification: Bachelor's degree in Accounting, Finance, or related field required; CPA and/or MST (Master's in Taxation) strongly preferred. Skills: Demonstrated ability to lead high-performing teams and manage a large-scale tax provision and compliance function. Expert-level knowledge of U.S. GAAP, international tax principles, and related reporting requirements. Proven track record of process improvement, including the use of tax technology to drive efficiencies. Ability to work under tight deadlines in a fast-paced, ever-changing environment. Excellent analytical thinking, communication, and relationship-building skills. Demonstrated ability of cultivating talent, fostering both technical excellence and interpersonal growth. Positive attitude and enthusiasm for Instacart #LI-Remote Instacart provides highly market-competitive compensation and benefits in each location where our employees work. This role is remote and the base pay range for a successful candidate is dependent on their permanent work location. Please review our Flex First remote work policy here. Offers may vary based on many factors, such as candidate experience and skills required for the role. Additionally, this role is eligible for a new hire equity grant as well as annual refresh grants. Please read more about our benefits offerings here. For US based candidates, the base pay ranges for a successful candidate are listed below. CA, NY, CT, NJ$230,000-$243,000 USDWA$221,000-$233,000 USDOR, DE, ME, MA, MD, NH, RI, VT, DC, PA, VA, CO, TX, IL, HI$212,000-$223,000 USDAll other states$192,000-$202,000 USD

Senior Solution Consultant IDT The Senior Solution Consultant IDT plays a critical role in driving sales by providing expert-level product and solution consultation to prospective clients. You will partner with Account Executives to win complex sales cycles for ONESOURCE Indirect Tax. You'll bring deep U.S. Sales & Use Tax expertise, translate tax and business needs into solution scenarios, deliver targeted product demonstrations, and shape the business case to deliver desired outcomes for our customers. You'll collaborate across Sales, Product, Tax Research, Sales Engineering, and Professional Services to drive successful evaluations and clean handoffs into delivery. Why ONESOURCE? Impact: Help global enterprises simplify and automate complex indirect tax at scale. Collaboration: Work at the intersection of tax, product, and technology. Growth: Influence roadmap and develop domain and presales leadership skills. Location: Remote based position, can be based anywhere in the US. About the Role In this opportunity as Senior Solution Consultant, you will: Sales partnership and strategy: Co-develop pursuit strategies with Account Executives to achieve revenue targets. Qualify client indirect tax environments, identify automation opportunities, and quantify value. Anticipate objections and position ONESOURCE against the competitive landscape. Solution leadership and demonstrations: Conduct discovery and needs analysis with tax, finance, and technology stakeholders. Build tailored use cases and deliver focused, outcome-oriented demos of ONESOURCE Indirect Tax. Articulate ONESOURCE's value proposition aligned to each prospect's critical tax and business drivers. Client advocacy and relationships: Build trusted relationships with senior Tax and Finance leaders. Provide business process consulting to maximize ROI across sales and implementation. Deal orchestration and handoff: Lead all tax consulting activities in assigned pursuits; coordinate ONESOURCE resources during evaluations. Collaborate with Professional Services on estimates and Statements of Work (SOWs). Ensure clear objectives, scope, and deliverables for seamless transition to implementation. Ecosystem and thought leadership: Engage third party tax advisors (e.g., Big Four firms) when advantageous to the pursuit. Partner with Product Management and Tax Research on industry trends, roadmap feedback, and capability gaps. Contribute to demo environments, scripts, and content with Marketing and Sales Consulting. Support RFP responses and deliver product updates/training to the sales organization. About You You're a fit for the role of Senior Solutions Consultant if you have: Bachelor's or Master's in Accounting, Taxation, Finance, Business, or related; JD/LLM and/or Computer Science a plus. 5+ years of U.S. indirect tax domain experience (Sales & Use; Fees). VAT knowledge a plus. 5+ years in customer-facing roles (pre-sales, consulting, or equivalent). Experience with tax automation and integrations; familiarity with ERPs (SAP, Oracle) and financial systems. Understanding of audit challenges in corporate indirect tax. Excellent communication, discovery, storytelling, and presentation skills. Willingness to travel within territory as needed. Texas location preferred. How you'll be measured: Win rate and revenue contribution on targeted pursuits. Quality of discovery, demo effectiveness, and business case articulation. Accuracy of scoping and SOWs; smoothness of handoff to Professional Services. Strategic stakeholder engagement and executive relationship development. Contributions to product feedback, demo assets, and RFP excellence #LI-TK1 What's in it For You? Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance. Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow's challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future. Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing. Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together. Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives. Making a Real-World Impact: We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world. In the United States, Thomson Reuters offers a comprehensive benefits package to our employees. Our benefit package includes market competitive health, dental, vision, disability, and life insurance programs, as well as a competitive 401k plan with company match. In addition, Thomson Reuters offers market leading work life benefits with competitive vacation, sick and safe paid time off, paid holidays (including two company mental health days off), parental leave, sabbatical leave. These benefits meet or exceeds the requirements of paid time off in accordance with any applicable state or municipal laws. Finally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan.Thomson Reuters complies with local laws that require upfront disclosure of the expected pay range for a position. The target total cash compensation range varies across locations. For any eligible US locations, unless otherwise noted, the target total cash compensation range for this role is $147,000 USD - $273,000 USD. Pay is positioned within the range based on several factors including an individual's knowledge, skills and experience with consideration given to internal equity. Base pay and any target sales incentive are part of a comprehensive Total Reward program which also includes flexible and supportive benefits and other wellbeing programs. This is inclusive of both base pay and any target sales incentive. This job posting will close 01/31/2026. About Us Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal, tax, accounting, compliance, government, and media. Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news. We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments. At a time when objectivity, accuracy, fairness, and transparency are under attack, we consider it our duty to pursue them. Sound exciting? Join us and help shape the industries that move society forward. As a global business, we rely on the unique backgrounds, perspectives, and experiences of all employees to deliver on our business goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace. We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. More information on requesting an accommodation here. Learn more on how to protect yourself from fraudulent job postings here. More information about Thomson Reuters can be found on thomsonreuters.com

Job DescriptionDescription: Are you an experienced nonprofit attorney passionate about making a difference? If so - we want YOU to join our dynamic team at FPLG! If you have several years of experience advising nonprofit organizations, you have a California bar license , and you thrive in a fast-paced, high-growth environment, we invite you to learn more about our firm by joining our application process. At FPLG, we believe that doing good can be done better. Our team of high-performing professionals is dedicated to empowering nonprofits and purpose-driven organizations by providing expert legal support and guidance. We're looking for an attorney who thrives in this type of environment and shares our commitment to excellence. We believe in creating an inspiring and supportive work environment rooted in our core values: · Proactive Resourcefulness · Compassionate Communication · Uncompromising Authenticity · Unapologetic Expertise · Building Our Community · Inclusive Teamwork As we prepare for exciting growth, we are seeking an experienced senior associate Nonprofit Attorney with a solid background in transactional law to provide expert subject matter legal advice and ensure regulatory compliance for the firm's clients. If you're ready to take your career to the next level and make a real difference, FPLG is the place for you. Join us in empowering purpose-driven organizations to thrive! Responsibilities: Draft and review contracts. Conduct legal and tax research, including issues related to exempt organizations and nonprofit tax compliance. Draft and revise corporate founding documents and applications for state and federal exemption. Ensure ongoing corporate compliance at the federal and state levels. Drafting of policies, procedures, and legal documents for nonprofit organizations. Provide governance advice and counsel. Expectations for Attorneys at FPLG: Conduct Preliminary Legal Strategy Sessions to assess clients' needs and craft effective legal strategies. Collaborate with the Legal Team to ensure alignment with client goals, fostering a positive client experience that builds lasting loyalty. Advise clients at key points, providing clear options to support fully informed decision-making. Maintain thorough, accessible notes and correspondence, keeping the team and clients up-to-date on recent actions and upcoming steps. Contribute to a collaborative, growth-oriented team culture by participating in training, team-building, and professional development. Consistently meet monthly billing requirements, ensuring efficient, productive time management and client service. Achieve quarterly Key Performance Indicators (KPIs) that support both personal and firm-wide success. Analyze the legal risk and legal rights of various company structures, and make recommendations for corporation, joint venture, limited partnership, and limited liability company options. Give legal advice to clients on corporate governance, policies, procedures, finances, intellectual property, employment, operations, and regulatory issues, and guide them towards best practices in corporate law regulation compliance Provide legal counsel during legal proceedings, administrative board reviews, and litigations when necessary. Modify, draft, and review contracts, process and procedure policies, government and financial reports, and other legal documents as required. Requirements: Qualifications: J.D. from an accredited law school and licensed to practice law in the state of California. 3-6 years of legal experience, preferably with exposure to non-profit law, business law, or a related field. Strong commitment to the mission-driven sector and a passion for social impact. You must be a barred attorney in good standing with the state of California, possess excellent communication skills and attention to detail, have a team-oriented mindset, and be proficient in technology. We're looking for talented attorneys with a strong background in nonprofit law who are ready to take their careers to the next level. If you're passionate about supporting nonprofits and want to be part of a team that values your expertise and encourages your growth, FPLG is the place for you! Required Skills: Exceptional research, writing, and communication skills, with strong analytical and problem-solving abilities. Ability to work both independently and collaboratively in a remote team environment, managing multiple projects and meeting deadlines. Detail-oriented with strong organizational skills. Proficiency in using legal research software, and case management systems. Strong interpersonal skills, capable of building lasting relationships with clients and colleagues. Must be tech-savvy, with a strong aptitude for learning and utilizing new technologies and digital platforms to streamline legal processes. Familiarity with the legal framework surrounding non-profits and social enterprises. Excellent project management skills, with an ability to balance multiple priorities in a dynamic environment. Why Join FPLG? Inclusive and Collaborative Culture: We believe in teamwork and respect diverse perspectives. Growth Opportunities: Ongoing professional development in a firm that values your career growth. Flexible and Meaningful Work: Remote work options and the chance to work with impactful clients. Competitive Compensation & Benefits: A package designed to reward your expertise and commitment. About For Purpose Law Group At For Purpose Law Group (FPLG), we are more than just a law firm, we're a team of dedicated advocates for the social good sector. Our mission is to empower nonprofits, social enterprises, and small businesses by providing exceptional legal services rooted in integrity, expertise, and a deep commitment to building stronger communities. We are passionate about helping clients achieve their missions, and we take pride in fostering a collaborative and inclusive work culture for our team. At FPLG, joining our team means joining a collaborative, mission-driven environment where your expertise is celebrated and your growth is supported. We are proud of our inclusive, flexible, and innovative work culture, where each team member is valued and empowered to contribute to the client's success. We offer a competitive salary, a comprehensive benefits package, opportunities for professional development, and the chance to be part of a team that truly makes a difference.

At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a Manager or Senior Manager, SALT M&A to join our State and Local Tax (SALT) practice. Responsibilities: * Work as part of a multi-disciplinary Tax and Advisory team that focuses on delivering pre-transaction related Tax and Financial due diligence, acquisition structuring and post transaction integration services to buyers, primarily comprised of private equity clients, public corporations and commercial clients * Examine tax laws and form position on the application of such laws to specific facts presented during the transaction * Create Excel based spreadsheets to calculate the amount of exposure or other tax liabilities (past, present, or future) associated with the transaction * Draft due diligence reports and/or memorandums capturing areas of risk and addressing the application of law to facts * Research and draft technical memoranda regarding income, and franchise tax questions * Supervise, mentor, and develop staff; capitalize on opportunities to develop new client relationships with management personnel of acquired companies, and work to deliver SALT consulting services to such new clients Additional Responsibilities for Senior Manager: * Participate in and contribute to market and business activities that are external to the firm while providing direction to and maintaining managerial accountability for a team; act as a coach and mentor to other tax professionals Qualifications: * Minimum five years of recent experience in providing tax research and technical advice on multi-state issues * Bachelor's degree from an accredited college/university; licensed Certified Public Accountant (CPA), Enrolled Agent (EA), Juris Doctor/Master of Laws (JD/LLM) or Masters in Taxation (MTX), in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list * Ability to handle multiple engagements, as well as client service teams and perform in a high-energy team environment * Experience with various corporate taxes * Ability to develop business and foster client relationships and a desire to perform in a high-energy team environment * Exceptional writing, communication, and tax research skills; excel skills is required Additional Qualifications for Senior Manager: * Minimum eight years of recent experience in providing tax research, and technical advice on multi-state issues * Experience mentoring and counseling staff-level team members * Ability to mentor and counsel staff-level team members KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site). KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

We are seeking an experienced Sr. Sales and Use Tax Analyst to join our dynamic finance team. The ideal candidate will have a deep understanding of sales and use tax regulations, strong analytical skills, and a proven track record in ensuring compliance with tax laws. In this role, you will play a key part in optimizing our tax processes, assist in audits, and providing strategic guidance to minimize tax liabilities. RESPONSIBILITIES Conduct thorough reviews of sales and use tax processes to ensure compliance with state and local regulations. Collaborate with cross-functional teams to implement tax strategies and optimize financial outcomes. Prepare and review indirect tax account reconciliations, including identifying and resolving incorrect tax posting. Work with data/technology teams on tools to enhance reconciliations and data completeness as well as process improvements. Prepare and review monthly indirect tax journal entries. Maintain, enhance, monitor, and document controls and processes within the U.S. indirect tax function, including Sarbanes-Oxley (“SOX”) key controls. Review and document process gaps as they relate to the indirect tax function. Identify and evaluate issues, efficiencies and opportunities related to indirect taxes. Review/Prepare U.S. indirect tax filings, as needed. Assist in state sales and use tax audits. Prepare and review Monthly Canadian (GST/PST/QST) tax returns. Periodic Indirect Canadian tax recovery reviews. Assists in other tax projects in the indirect tax area as assigned. QUALIFICATIONS Bachelor's degree in business required (Advanced degree a plus). 4-8 years of experience in a tax position, either in public accounting or industry. Experience with state and local sales tax laws and regulations. Excellent communication and analytic abilities, with a proven track record of working effectively in a team and implementing process solutions with objective, measurable results. Strong MS Excel and Word skills are essential. Excellent organization skills, including the ability to balance multiple priorities. CPA License or progress toward licensure a plus. Experience with tax research software (e.g. BNA) is a plus Experience with Vertex and Oracle (or similar ERP system) is a plus PHYSICAL & ENVIRONMENTAL DEMANDS None TIME TRAVEL REQUIRED None

Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry. TaxAct is a leading digital tax filing platform which offers customers do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. We are a trusted solution for all users including those with complex tax returns. We strive to attract and retain candidates who exemplify our values: performance, perseverance, progress and partnership. TaxAct is a member of the Taxwell family of products. We are an organization of forward thinkers looking to add industry experts to our growing team. This role will primarily support TaxAct as the organization helps everyday Americans file their taxes. We seek to build a team of experts in tax and technology who are customer advocates and have the mindset to reimagine the services our customers receive. POSITION SUMMARY: As a remote, seasonal SMB Full Service Xpert, you'll play a critical role in helping small and medium-sized business clients with the accurate preparation and e-filing of S Corporation (Form 1120-2) and Partnership (Form 1065) tax returns. This is a fully remote position offering flexibility, professional growth, and the opportunity to make a real impact during tax season. This is a remote, seasonal position offering meaningful client engagement and a chance to support entrepreneurs and business owners through the complexities of entity-level tax filing. ESSENTIAL DUTIES AND RESPONSIBILITIES: Major responsibilities of the seasonal SMB Full Service Xpert position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Prepare, sign, and e-file federal and state business income tax returns, including Forms 1120-S, 1065, and related schedules. Conduct structured client interviews to gather relevant financial information and documentation for accurate tax preparation. Manage digital documentation workflows, including requesting, uploading, organizing, and securely storing business tax documents. Coordinate return progress and status updates using secure communication tools to keep clients informed at each stage of the filing process. Review returns with clients, address questions, and obtain necessary authorizations (e.g., Form 8879 or state equivalents) for e-filing. Perform tax research on complex issues using reliable federal and state resources. Apply appropriate business tax strategies, ensuring accuracy and compliance with current tax laws and regulations. Maintain confidentiality and ensure the security of all sensitive client data. Use company-provided software and tools to interact with clients and manage workflow efficiently. Follow all applicable federal and state regulatory requirements, including those under IRS Circular 230. May be cross-trained on other product lines in order to support other queues, as needed. Additional job duties as needed. EDUCATION AND EXPERIENCE: Who You Are A business tax professional with: 3+ years of hands-on experience preparing Forms 1120-S and 1065 for small or mid-sized businesses. A deep understanding of partnership taxation, S Corp rules, and multi-state filing requirements. Experience with e-filing and digital client management. A skilled communicator who: Provides clear, practical explanations of complex tax concepts. Is comfortable interacting with business clients via phone, video, and secure messaging tools. A dependable, detail-oriented team player who: Works well independently and meets deadlines. Follows defined procedures and maintains high standards for accuracy and professionalism. Required Qualifications Active, unrestricted Enrolled Agent (EA) or CPA credential. Active PTIN (Preparer Tax Identification Number). Proven expertise in preparing S Corporation and Partnership returns. Ability to research federal and state business tax issues accurately. Proficient with TaxAct Pro software and digital communication platforms. Access to a private, secure work environment and a hardwired, high-speed internet connection. Must meet any state-specific licensing, certification, or bonding requirements. Must have (or be willing to obtain) a private, dedicated hardwired internet connection. Preferred Qualifications Familiarity with multi-state business filings. Experience with Schedule K-1 preparation and reconciliation. Prior use of TaxAct platforms. #LI-DNI At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions. Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, d isability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law. If you need assistance or accommodation due to a disability, you may contact us at ************** or by calling ************ extension 6049 to speak with a member of the HR Talent Acquisition team.

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. **The Opportunity** When you join EY EDGE, you'll be at the heart of EY's critical mission to build a better working world by applying your knowledge, skills, and experience in assisting clients in meeting their business objectives. You will learn, grow, and contribute - building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice. **Your Key Responsibilities** Serve as the Tax Functional Leader across compliance, advisory or annuity tax service delivery. Lead tax processes by directing and coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes. Independently recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and tax projects are timely and accurately completed. Serve as a trusted advisor and role model across multiple teams, research tax law issues, provide advice and assistance managing risks and across tax compliance and/or advisory services. **Responsibilities include:** + Direct and coordinate all work activities relating to the preparation and delivery of tax compliance client service + Lead tax delivery processes and build alliances through teaming, and/or act as a deep subject matter expert. + Oversee large team and provide visibility to leadership on status, issues, or situations which need to be addressed + Manage and monitor team's work, progress reporting, workload, quality and utilization/overtime distribution across the team + Troubleshoot and identify complex process problems, process data submissions, analyze and resolve complex issues + Take responsibility for quality of tax work product, and manage opportunity and engagement risk for the same + Leverage the usage of standard technologies and processes while driving efficiency and quality of deliverables. + Leverage LEAD for career, development, and performance conversations. Act as a counselor and coach and develop a team of tax professionals and actively participate in their performance management **Skills and Attributes for Success** + Working independently with direct supervisory responsibilities + Specialized depth and/or breath of expertise + Ability to provide leadership (advising and providing) direction to others in financial areas of specialization and lead coordination of daily work activities and review the most complex work of other teammates + Employee may also regularly lead multiple projects + Employee works independently, with leadership guidance in only the most complex situations + Employee has the authority to make significant choices and decisions, without specific guidance or direction from leadership **To qualify for the role, you must have:** + Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + CPA, EA, or licensed attorney + Minimum of 10 years of work experience in professional services or professional tax organization + Ability to prioritize, handle and track multiple assignments + Ability to work in unstructured environment, demonstrated ability to resolve complex tax issues across multiple functions + Strong analytical and problem-solving skills + Ability to identify improvement opportunities and actively engage in implementing improvements + Demonstrated leadership skills and proven skills in developing employees + Strong oral and written communication as well as presentation skills + Experience with financial and tax applications such as GoSystems, CorpTax, Onesource, as required by area of specialism + Proficient using Microsoft products such as Excel, Word, and Power Point + Proficiency in tax accounting systems **What we look for** We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $104,600 to $191,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $125,400 to $217,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

We are seeking a motivated and detail-oriented Entry-Level Tax Associate to join our client's growing tax team. This role is ideal for recent graduates or individuals beginning their career in public accounting or corporate tax. As a Tax Associate, you will work closely with senior team members to prepare and review tax returns, conduct tax research, and assist with various tax-related projects. Key Responsibilities: • Assist in the preparation of federal, state, and local tax returns for individuals, businesses, and organizations • Gather and organize financial data from clients and internal teams • Perform basic tax research using online databases and tools • Support the team during tax season and deadlines with data entry and administrative tasks • Maintain accurate and organized documentation of tax work and client communications • Stay current on relevant tax regulations and filing requirements • Assist with audits, notices, and other correspondence from tax authorities as needed • Collaborate with cross-functional teams to ensure accurate and timely tax reporting Qualifications: • Bachelor's degree in Accounting, Finance, or a related field (or currently pursuing) • Basic understanding of tax laws and accounting principles • Proficiency in Microsoft Excel and accounting software (experience with tax software like ProSystem fx, CCH Axcess, or UltraTax is a plus) • Strong attention to detail and analytical skills • Excellent written and verbal communication skills • Ability to work both independently and in a team environment • Willingness to learn and take on new challenges • CPA or CPA-eligible is a plus but not required

BPM Overview: BPM is a full service accounting firm providing comprehensive assurance, tax, and consulting services to clients globally. We are one of the largest California-based accounting firms and have built our success by focusing on our clients and our people. Our client base encompasses a complex array of sophisticated clients that keep our staff intellectually challenged every day. Our people-centered culture and firm motto “Because People Matter” has allowed us to be consistently recognized as one of the Best Places to Work in the Bay Area. We are dedicated to providing meaningful careers for all of our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments. BPM is looking to hire a Tax Director within our Trust & Estate group. This role is responsible for delivering tax compliance and consulting services to Estate, Gift, and Trust clients. Focused on strategic planning, client relationship management, and collaboration with legal advisors to minimize tax obligations and ensure asset transfer aligns with client wishes. We Have: A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals. The resources, expertise, and global capability of a Big Four accounting firm together with the responsiveness and accessibility of a local firm. A regional presence in the Bay Area, while still serving our clients nationally and internationally. Recognition as one of the Bay Area's “Best Place to Work” and “No. 1 Best Large Accounting Firm to Work For” by Accounting Today. You Have: Licensed CPA and / or attorney 15+ years' experience in public accounting or law firm practicing tax and estate planning and compliance. BS/BA degree in Accounting, JD, or LLM (Master in Tax preferred). An understanding of the concepts of Estate, Trust and Gift planning. Experience assisting clients with Trust Administration. Strong analytical ability, research and problem-solving skills. Excellent communication and presentation skills. Able to manage multiple complex projects and deliver in a timely manner. Ability to create and manage relationships with outside professionals, especially estate attorneys. Ability to delegate work and manage/train staff. Strong proficiency in Microsoft Office Tools and tax programs (ProSystems Tax or CCH Axcess preferred). You Will: Provide tax compliance and consulting services to our Estate, Gift, and Trust clients. Develop and deliver innovative planning ideas that meet or exceed client expectations. Oversee complex tax research projects for a variety of Estate, Trust, and Gift issues. Work with clients to minimize their tax obligations and best pass assets according to client's wishes. Supervise tax staff and manage the delivery of tax consulting and compliance services to the client. Establish relationships with estate attorneys and other advisors serving our clients. Build and manage client relationships with existing client base. Build a network of business contacts and establish market relationships to generate new business. Participate in, and contribute to, market and business activities that are external to the firm while providing direction to, and maintaining, managerial responsibility for a team. Manage financial performance of practice, including billing, collections, and department budget. Act as a coach and mentor to other risk assurance professionals. Wondering if you should apply? At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. *************** BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. BPM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned.