Whitley Penn jobs in Austin, TX

Whitley Penn, a leading CPA and Consulting firm, is looking for a Tax Manager with a strong background in Private Client Services to join our Austin team! The Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of all client assignments. Advanced technical skills and well-developed management and supervisory skills are required. Managers are responsible for managing multiple tax projects and client engagements simultaneously, and scheduling, staffing, and coordinating engagement workflow. Managers develop, train associates and make associations to develop new business for the firm. A CPA license is required for this position. How We Work: Whitley Penn has become one of the most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job. How Will You Make an Impact? * Assume responsibility for all phases of engagements, including supervision of associates, managing client satisfaction and planning, scheduling and staffing, using firm policies and procedures. * Identify and research technical issues to assure compliance with federal, state and local tax laws and regulations. * Ensure that financial statements, tax returns and other deliverables are prepared in accordance with professional and firm standards. * Review and/or prepare various types of complex tax returns; perform technical tax review and approval of all tax returns and governmental tax examinations of any complexity. * Review and/or prepare 1120, 1120S, 1040, 1065, 990, 990PF, 706, and 1041 tax returns. * Delegate and manage governmental tax examinations; may represent the client before the appropriate taxing authorities. * Serve clients in a consultative role with an emphasis on exceptional client service and identification of value-added services; proactively interact with key client management to gather information, resolve problems and make recommendations for business and process improvements. * Own and monitor client relationship over the entire engagement process; communicate progress of engagements, problems, and resolutions to client. How Will You Get Here? * 5+ years of Public Accounting experience * A strong background in private client services, high net worth, family office or partnership tax * CPA certification * Bachelor's degree in Accounting; Master's degree preferred. * A professional appearance, demeanor, and positive attitude. * Extensive knowledge of Internal Revenue Code and other tax laws, regulations, and guidance with the ability to research and apply theory and experience to individual circumstances. * Strong organizational and time management skills; ability to manage multiple engagements and projects, simultaneously. * Ability to assess, analyze and manage risk using appropriate frameworks, professional judgment, and skepticism. * Excellent communication skills, both orally and in writing; actively listens and clearly communicates ideas and information. * Ability to lead and work respectfully and productively with diverse individuals in a variety of roles. Why Should You Apply? * Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans) * Voluntary Dental and Vision Insurance * 17 Annual Firm holidays with extended summer and winter breaks * 25 days PTO * Paid Maternity and Parental Leave * 401(k) with Profit Sharing * Discretionary Bonus Program * Health & Wellness Program * Pet Insurance Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need. #LI-HYBRID

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing professional services firms in the nation? Are you excited to connect the world of finance and accounting with technology? If yes, consider joining Baker Tilly US, LLP (BT) as a Sage Intacct Customer Support Senior Specialist! At BT your main responsibilities will include working directly with project customers, providing support for end users, and working directly with customers, internal consultants, and external vendors for solutions. The position will involve diagnosis, troubleshooting, provisioning, and escalation for issue resolution in the Sage Intacct environment. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. (This position is REMOTE.) Does this describe you? You want to work for a leading professional services firm whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions You want to grow professionally and develop your client service and technical skills to build a career with endless opportunities now, for tomorrow What you will do: Be a trusted member of the engagement team and responsible for: Reviewing, assigning and/or taking ownership of customer support tickets daily, responding promptly to customers once reviewed Determining a course of action upon review of case tickets Testing possible solutions in demonstration environments Adding internal comments to variations of potential solutions and contact customers with possible solutions Escalating issues without immediate resolution to internal management or Sage Intacct's customer support and/or engineering Following up regularly on outstanding tickets Delegating certain issues to the implementation or technical services team for highly configured instances of the software Corresponding throughout issue resolution process in a timely manner Other duties as assigned Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications A bachelor's degree required, preferably in business administration, accounting, MIS or equivalent experience Three (3)+ years' experience in the accounting or finance field with exposure to multiple ERP systems or in a software technical support environment working heavily with external customers, ideally in a financial or accounting software or application Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving Strong leadership, project management, organizational and analytical skills, initiative, adaptability Microsoft Suite skills Eligibility to work in the U.S. without sponsorship The compensation range for this role is $67,060 to $127,120. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Dare to bring your unique perspective? At Novogradac, we value individuals who bring unique perspectives and bold ideas. If you're eager to contribute to an inclusive, innovative environment where your personal and professional growth is encouraged and supported, we invite you to explore this exciting opportunity with us. Position Summary: The Employee Relations Specialist manages a variety of responsibilities within the employee relations function of the human resources department, including handling a variety of complex employee relations and performance management cases, managing the process for leave of absence and accommodations, and helps facilitate the semi-annual performance check-in process. This position may also flex into other functional areas of HR in order to provide assistance and/or back-up support. The Employee Relations Specialist reports to the Employee Relations Manager. The firm has one available position in either Atlanta, GA, Austin, TX, Dover, OH, Long Beach, CA, or Portland, OR. Essential Duties & Responsibilities: * Research and resolve a variety of complex employee relations and performance management issues/concerns for designated positions, with direction from the Employee Relations Manager and oversight from the Assistant Director of Human Resources. Recommend course of action from coaching to formal discipline to termination decisions. * Draft performance improvement plans, disciplinary actions and other types of communication/documentation for employee relations cases. * Conduct intake of employee concerns received by email, phone or via the company's case management system. * Coach leaders on effective communication techniques for employee issues. * Assist in the facilitation of the semi-annual performance feedback Check-In process for designated office(s) or client groups, including assisting with system set-up, supporting leaders in developing content/message, as well as conducting HR review and approval of feedback. * Responsible for administering the company's Leave of Absence (LOA) program, including providing required paperwork, tracking requests/approvals/return-to-work, case management, and maintaining confidential LOA files. * Responsible for managing requests for employee accommodations (ADA), including facilitating the interactive process between employee and manager as well as reviewing supporting documentation and identifying/recommending appropriate accommodations, as necessary. * Conduct exit interviews; assist in monthly tracking of turnover data. * May assist with internal investigations in response to concerns or complaints and recommend appropriate actions. * Act as witness or note-taker, when needed, for employee relations cases being managed by the Employee Relations Manager or Assistant Director of HR. * Assist in developing and presenting management development training courses. * Provide back-up support to the HR department for coverage or other special projects as needed. Knowledge, Skills, Abilities: * Display strong analytical skills, including the ability to gather information, conduct analyses, present findings, and create solutions. Must have superior skills in writing/documentation, assessing employee relations situations, take a coaching/collaborative approach, and recommend appropriate actions. * Excellent verbal and written communication skills, in particular the ability to analyze and interpret complex HR policies and law and translate them clearly to staff at all levels of the organization. * Complete work accurately with strong attention to details. * Ability to develop rapport with a variety of personalities, maintain a calm and professional demeanor during stressful situations, and effectively defuse escalated personnel situations. * Ability to effectively prioritize a fast-paced and varied workload, effectively manage a variety of concurrent and shifting priorities. * Ability to maintain strict confidentiality of sensitive work-related information. * Strong computer skills, including solid skill in the Microsoft Office suite (prefer advanced skill in Excel) and familiarity with a variety of HR software programs (Paychex Flex and Workday, preferred) * Able to work evenings and weekends based on position needs. Minimum Qualifications: Bachelor's degree in related area plus a minimum of 5 years of experience directly managing employee relations cases and 2-3 years of experience managing leaves of absence. HR Generalist and/or HRBP experience would be considered in lieu of specialized roles. Preferred Qualifications: Experience working in a multi-state organization. Prior experience working in a professional services firm. HRCI/SHRM certification is desirable. Why work with us? Novogradac is committed to fostering a welcoming workplace where all employees feel valued and empowered to grow. We believe in offering a supportive, balanced work environment that encourages professional growth and work-life integration. We are proud to offer: * Increased number of paid holidays per year * Competitive salaries with continuous review of market conditions * Flexible working hours and work arrangements * Remote and hybrid opportunities * Inclusive workplace, providing strong professional growth and development opportunities The benefits of joining our team * Strong growth opportunities * Competitive benefits package * 401(k) package with firm profit-sharing * Discretionary annual bonuses for eligible positions & CPA bonus plan * Strong emphasis on quality work-life integration * Dress for your day policy * Resources of a national firm * Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment * Compensation: $80,000 - $100,000 depending on experience. More is possible if experience dictates. Don't Meet Every Single Qualification? After reviewing this job posting, are you hesitating to apply because you don't meet all the listed requirements? At Novogradac, we are dedicated to building a workplace supported by unique perspectives and experiences, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may still be the right candidate for this or one of our other roles. Get to know us better! We're Novogradac, a national certified public accounting and consulting firm headquartered in San Francisco. Founded in 1989, the allied group of Novogradac companies has grown to more than 800 employees and partners with more than 25 offices throughout the country. Novogradac is one of the nation's top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development. Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields. Ready to learn more? To be considered for this position, interested candidates MUST apply via our company website: ******************************* Commitment to Inclusion Novogradac is committed to ensuring a fair and inclusive recruitment process, making reasonable accommodations to individuals with disabilities or special needs throughout the application process. We encourage applicants from all backgrounds, identities, and experiences to apply, as we believe that unique perspectives strengthen our ability to achieve excellence. At Novogradac, we offer a variety of Employee Resource Groups and Affinity Groups to provide all employees with opportunities to connect, collaborate, and support one another in the workplace. Novogradac & Company LLP offers a progressive work environment, competitive pay and an excellent benefits package including medical, dental, vision, paid time off, life/disability insurance, commuter flex accounts and a 401(k). Novogradac and Company LLP is an equal opportunity employer. Novogradac's culture is centered on education, acceptance, innovation and opportunity. We value diversity and respect the different perspectives that each of our employees bring to Novogradac no matter their age, race, religion, gender identity or sexual orientation. We are committed to creating an equitable and inclusive workplace for our entire workforce. By submitting an application with us, you are providing Novogradac with personal information. More information on how we use your personal information may be found in our Privacy Notice at Collection.

Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment focused on enabling your career growth and continuous professional development. Our strategy is to be digitally driven, industry-aligned, and focused on the middle market. To continue our growth, we're currently seeking an industry leader for our Government & Public Sector Practice (GPS), which is a strategic industry for our firm, providing tailored accounting, audit, and advisory services to state and local governments, and public sector organizations (public authorities, transportation agencies, school districts, and state and local agencies). These varied government clients range in revenue size from $2 million to $9 billion. In this highly visible national role, reporting to the Firm's Industry Leader, you'll play a critical role in shaping and executing the growth strategy plans, by working through partners to drive growth accountability, for the $40M+ industry practice. This Partner role will collaborate with other stakeholders to align service offerings, co-develop go-to-market strategies, actively identifying market/industry trends and opportunities for creating new services, and ensure seamless client delivery across disciplines. In addition, the role will involve developing GPS industry expertise and the professionals who support governmental and public sector clients. While the role will leverage your management, business development, and technical skills, there is an expectation that you will also directly service clients with at least 600 annual client charge hours. To be considered for this role, you'll need deep GPS industry experience with a large local, regional or national public accounting firm. Previous service line, regional, market, or industry leadership experience is strongly preferred. This role may work onsite/hybrid from any of our office locations or remotely from within the United States. Limited travel should be expected. Key Responsibilities * Industry Strategy & Growth * Act as the Firm's Industry Leader and drive the GPS practice's $40M+ growth strategy. * Collaborate with Regional Service Line Leaders (RSLLs), Advisory Service Line Leaders (ASLs), and Specialty Service Leaders (SSLs) to align service offerings and ensure seamless client delivery. * Identify market trends and opportunities to develop new services and go-to-market strategies. * Guide investments in GPS-specific services and talent development. * Drive growth accountability through regional and service line leaders or directly through dedicated partners. * Talent Development & Collaboration * Develop professionals into subject matter experts and build a strong talent pipeline. * Support recruiting, performance management, and professional development initiatives. * Foster collaboration across industry practice leaders and firm leadership. * Marketing & Visibility * Partner with marketing and growth teams to develop and manage the industry marketing budget. * Represent Cherry Bekaert in industry associations such as GFOA, GASB, ASBO, ICMA, and AGA. * Client Service * Lead engagements for governmental entities including local governments, public authorities, transportation agencies, school districts, and state and local agencies. * Oversee engagements for clients ranging from $2 million to $9 billion in revenue. * Deliver exceptional client service while ensuring compliance with professional standards. * Maintain a minimum of 600 annual client charge hours. Qualifications * Bachelor's degree. Masters preferred. * CPA preferred. * Minimum of 10 years' experience with a large local, regional or national public accounting firm. * Local government experience (cities, counties, towns) is required. Airport authorities and/or Enterprise Funds experience a plus. * Involvement with GFOA, GASB, ASBO, ICMA, and/or AGA is desirable. * Candidate's strongest traits must be in client service and business development, leading to growth * Strong leadership and staff development skills * Excellent oral and written communication skills * Exceptional interpersonal skills * Excellent problem solving, organizational, and analytical skills * #LI-PB What you can expect from us: * Entrepreneurial environment focused on professional development, career advancement, and performance and rewards opportunities. * Supportive partnership group with a "one firm" mentality and a commitment to colleagues' success. * Big firm resources and bench strength; small firm flexibility and openness to new ideas. * Defined metrics and targets that eliminate ambiguity. * Flexible work arrangements with generous PTO, including a firmwide week off for the 4th of July. * Click her to learn more About Us Benefits Information: Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. 2025 Cherry Bekaert. All Rights Reserved. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association.

Ranked among the largest accounting and consulting firms in the country and consistently recognized as a **Great Place to Work (**************************************************** , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. Due to the sustained growth and success of our **Deal Advisory (************************************************************************************* practice, an opportunity has been created for a **Manager (Healthcare)** to join our team with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource. Our National Deal Advisory practice supports M&A activities of our Private Equity clients and strategic corporations across the US and internationally. Our services include buy-side due diligence, sell-side due diligence, working capital assistance, merger integration and optimization, divestitures and carve outs. Throughout 2024, our team advised on ~600 deal with an aggregate transaction value exceeding $19B. Our ideal candidate will have at least two years of demonstrated experience performing work across an array of M&A engagements in a large regional/national public accounting firm or related professional services consulting environment. If you're ready to join our team of seasoned, expert, nationally acclaimed and knowledgeable professionals - we're ready to hear from you! **What your day(s) will look like:** + Work closely with Partners and Directors to manage activities of buy-side and sell-side financial and tax due diligence engagements + Perform quality of earnings, quality of assets and working capital analyses by interviewing management, and analyzing & synthesizing data to identify historical and future financial and operational trends that provide insights in the deal negotiation process + Develop relationships with client's senior-leadership teams and target company executives + Communicate due diligence findings in a formal report + Supervise junior staff and provide performance review feedback **What you bring to the role:** + Bachelor's degree in Accounting (preferred), Finance or related business discipline + Active CPA license or in-progress required + 5+ years of professional services experience, with 2+ years of direct Healthcare diligence experience with providers and/or payers + Strong accounting, data analysis/mining and critical thinking skills + Effective communication skills (both oral and written) + Positive attitude, strong work ethic and excellent interpersonal/relationship building skills + Strong project management skills, ability to run multiple engagements at once + Advanced Excel and PowerPoint skills + Willingness to travel as needed (expected **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** $117,800 to $183,100 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.

We are seeking an organized, detail-oriented Seasonal Administrative Assistant to supporting our team during the Fall tax season. This is a temporary position and candidates must be available to work starting mid January 2026 through April 16, 2026. Full-time availability is highly preferred. This position will be remote. #ZR **This position will be remote.** **What your day looks like:** + Assemble completed tax returns in Adobe format for electronic delivery + Maintain a working knowledge/competency of appropriate systems and applications, including Word, Adobe, Excel and Outlook + Effectively file resources and/or documentation according to Firm electronic retention standards + Interact with internal clients in an efficient, courteous, and professional manner **What you need for this role:** + At least 1 year of experience in an Administrative or professional office environment + Advanced proficiency in Adobe Acrobat and Microsoft Office products; GoFileRoom knowledge a plus + Proven ability to prioritize and multi-task as well as work within a team on projects + Excellent verbal and written communication skills + High level of confidentiality, professionalism, and flexibility + Ability to effectively gather and disseminate information **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognizes the value our people bring to our clients and our Firm. The salary range for this position is **listed below.** Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. **Pay Range:** $18 - $21 per hour **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.

Cherry Bekaert's Strategic Financing Services Practice (SFS) is seeking an Application Writer and Community Engagement Specialist with a background in the New Markets Tax Credit (NMTC) or similar program area. We offer an opportunity to work with a team of experts with a deep track record in NMTC allocation applications, tax credit placement and deployment, and tax credit compliance and asset management services. The Application Writer will manage the process for writing NMTC Allocation Applications for the portfolio of client community development entities (CDEs) and manage the grant writing and applications process for clients seeking funding from other tax credit and funding programs. The employee will also work with CDEs on strategic plans, including product offerings, measurement of impacts and other considerations that affect likelihood of success. The successful candidate will have a strategic mindset, strong attention to detail and commitment to deadlines and a mission to help make a difference in low-income communities. About SFS: SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 14,530 direct jobs, served 489,860 clients through nonprofit investments, and helped create over 7.1 million square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2%. **Responsibilities:** + Application and Grant Writing + Oversee and Manage NMTC Allocation Application process for CDEs, including + Drafting, reviewing and preparing NMTC Allocation Applications and supporting documents for strategic and technical opportunities + Writing compelling business strategy, community outcomes and other narratives to maximize scoring and increase likelihood of successful outcomes + Collaborating with clients to identify and source appropriate NMTC pipeline opportunities to suit unique CDE needs (considering geography, project type, community impacts, etc.) + Synthesizing and incorporating industry terms, trends and data to support business strategies, community outcomes and compelling applications that translate to smooth financial closings + Identifying and managing other grant and application writing opportunities to ensure quality and timely submissions as well as strategic alignment + Collaborating with deal team participants (investors, borrowers, supporters and stakeholders) to secure commitments, evidence of support and/or letters of interest as required for submission of various funding applications and/or financial closings + Designing and composing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner + Other job-related functions as assigned + Travel: 10-15% **Successful Candidates Will Demonstrate/Posses:** + 3+ years of professional/industry experience in grant writing, community development finance, tax credit finance or CDE/CDFI Lending + Strong written communication skills + Knowledge of finance, data and/or reporting, with specific experience with CDFI Fund's AMIS reporting preferred + Tax Credit Industry knowledge will be helpful + Passion for community investment and revitalization that will spark transformation, inclusion, and social justice + Ability to be flexible and work under fixed timeframes to meet deadlines + Experience in working with borrowers, lenders, investors and stakeholders + Ability to work independently and collaboratively on different phases of projects + Capable of prioritizing workflow and managing compliance and reporting obligations + Proficiency in Word and Excel + BA in English, Journalism, Finance, Planning or related field preferred **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** 71,700-103,500 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.

Job Description Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. If you are ready to find your space and create your future, you belong with us. As an Audit Staff, you will: As an Audit Staff at Cherry Bekaert, you will work on a wide variety of audit engagements under the supervision of different accounting professionals. Engage and serve clients from various industries Communicate with project in-charges and clients Develop technical accounting skills while performing audits of financial statements Prepare audit checklists and adjust journal entries Gain business writing experience while preparing financial statements alongside clients Prepare and organize workpapers for client files Perform other essential duties as needed What you bring to the role: Bachelor's degree in accounting or related field. Masters preferred CPA certified or the eligibility to work toward obtaining a CPA license Cumulative GPA of 3.0/4.0 or above preferred, but not required Proficiency with computers and spreadsheet software programs Ability to travel to client sites as needed, including frequent same-day travel and occasional out-of-town travel Ability to work moderate overtime throughout the year with heavier overtime required during certain business cycles What you can expect from us: Shared values, including uncompromising integrity, a passion for excellence, and mutual respect The opportunity to innovate and do work that motivates and engages you A collaborative environment focused on your career growth and continuous professional development Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing Flexibility to do impactful work and the time to enjoy your life outside of work About Cherry Bekaert: Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure. Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is$66,000 - $76,000. Individual salaries within this range are determined by a variety of factors including but not limited to education, experience, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.

Dare to bring your unique perspective? At Novogradac, we value individuals who bring unique perspectives and bold ideas. If you're eager to contribute to an inclusive, innovative environment where your personal and professional growth is encouraged and supported, we invite you to explore this exciting opportunity with us. Position Summary: The Time & Billing Specialist performs a variety of accounting support functions in the Finance Department. This position assists with preparing and validating client invoices, maintaining client accounts, and reviewing employee time. This position will report to the Time & Billing Supervisor with oversight from the Assistant Controller. The firm has one available position in either Atlanta, GA, Austin, TX, Cleveland, OH, Dover, OH, Long Beach, CA, Portland, OR, or St. Louis, MO. Essential Duties & Responsibilities: * Maintain accuracy of client account data within the ERP accounting system. * Review employee and partner timesheets for accuracy, completeness, and adherence to firm policies. * Review client invoices for accuracy and distribute monthly invoices through mail and email. * Process time and billing adjustments. * Monitor and respond to internal and external inquiries in the support queue related to time entry, billing questions, and client account updates. * Create and process ad hoc invoices. * Process client credit card refunds. Download and report on client confirmation and credit card transactions. * Follow-up on client accounts that have non-deliverable addresses. * Prepare journal entries for accounts receivable adjustments, including payment transfers, client refunds, and write-offs. * Produce ad hoc reports related to time and billing. * Additional ad hoc duties and projects as assigned. Knowledge, Skills, Abilities: * Strong computer skills, including solid skills in the Microsoft Office suite, in particular with Excel, as well as experience using accounting software systems. * Excellent verbal and written communication skills. * Strong organizational and follow-through skills, performing work accurately with strong attention to detail. * Ability to meet deadlines and effectively prioritize a fast-paced and varied workload. * Sound understanding of financial concepts. Minimum Qualifications: Associate degree or college level coursework, preferably in accounting or finance, plus 1-3 years of related billing, accounts receivable or accounts payable experience and/or appropriate balance of education and work experience. Preferred Qualifications: Bachelor's degree in accounting and prior experience working in a professional services firm. Why work with us? Novogradac is committed to fostering a welcoming workplace where all employees feel valued and empowered to grow. We believe in offering a supportive, balanced work environment that encourages professional growth and work-life integration. We are proud to offer: * Increased number of paid holidays per year * Competitive salaries with continuous review of market conditions * Flexible working hours and work arrangements * Remote and hybrid opportunities * Inclusive workplace, providing strong professional growth and development opportunities The benefits of joining our team * Strong growth opportunities * Competitive benefits package * 401(k) package with firm profit-sharing * Discretionary annual bonuses for eligible positions & CPA bonus plan * Strong emphasis on quality work-life integration * Dress for your day policy * Resources of a national firm * Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment * Compensation: $43,000 - $51,000 depending on experience. More is possible if experience dictates. Don't Meet Every Single Qualification? After reviewing this job posting, are you hesitating to apply because you don't meet all the listed requirements? At Novogradac, we are dedicated to building a workplace supported by unique perspectives and experiences, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may still be the right candidate for this or one of our other roles. Get to know us better! We're Novogradac, a national certified public accounting and consulting firm headquartered in San Francisco. Founded in 1989, the allied group of Novogradac companies has grown to more than 800 employees and partners with more than 25 offices throughout the country. Novogradac is one of the nation's top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development. Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields. Ready to learn more? To be considered for this position, interested candidates MUST apply via our company website: ******************************* Commitment to Inclusion Novogradac is committed to ensuring a fair and inclusive recruitment process, making reasonable accommodations to individuals with disabilities or special needs throughout the application process. We encourage applicants from all backgrounds, identities, and experiences to apply, as we believe that unique perspectives strengthen our ability to achieve excellence. At Novogradac, we offer a variety of Employee Resource Groups and Affinity Groups to provide all employees with opportunities to connect, collaborate, and support one another in the workplace. Novogradac & Company LLP offers a progressive work environment, competitive pay and an excellent benefits package including medical, dental, vision, paid time off, life/disability insurance, commuter flex accounts and a 401(k). Novogradac and Company LLP is an equal opportunity employer. Novogradac's culture is centered on education, acceptance, innovation and opportunity. We value diversity and respect the different perspectives that each of our employees bring to Novogradac no matter their age, race, religion, gender identity or sexual orientation. We are committed to creating an equitable and inclusive workplace for our entire workforce. By submitting an application with us, you are providing Novogradac with personal information. More information on how we use your personal information may be found in our Privacy Notice at Collection.

Cherry Bekaert has been proudly providing Accounting and Advisory services to our clients for over 75 years. As a State and Local Tax (SALT) Senior Manager you will have the opportunity to work within the National Specialty Tax Practice of Cherry Bekaert. As a key member of the team, you will work closely with the National SALT Practice Leader playing an integral role implementing various SALT initiatives. Additionally, the Senior Manager will participate in developing the vision, strategies, and action plans to continue the growth of this Practice that serves all Cherry Bekaert offices throughout the nation. The successful candidate will interact collaboratively with partners and staff and be responsible for the delivery of state and local tax services for multiple clients in a wide variety of industries by innovative tax planning, consulting, and compliance expertise. Other important responsibilities include contributing to practice development and business development activities as well as supervising and developing staff on a firm-wide basis. Primary Responsibilities Include: Tax Consulting, Research and Compliance * Deliver a full range of multi-state and local tax consulting services, addressing various issues primarily in the income/franchise area * Identify opportunities to minimize clients' multi-state tax burden through optimal filing methods, exemptions, credits/incentives, structuring alternatives, etc. * Research complex state and local tax issues using state statutes, regulations, case law and other relevant authorities/guidance. * Draft tax technical memorandums, client correspondence and other various work products. * Conduct nexus reviews and work with clients to remediate tax exposure. * Provide state and local audit defense assistance to clients. * Provide technical assistance to the tax compliance function in order to ensure accuracy and completeness. * Provide quality control reviews of select SALT returns prepared by core tax team. * Develop and deliver SALT training throughout the firm. * Develop external webinars on various SALT topics for delivery to clients and targets. * Provide significant contributions to the writing and publishing of SALT articles and participation in public speaking engagements. * Drive growth of the income/franchise practice through identification and execution of targeted initiatives. * Keep abreast of significant current developments and new legislation within multi-state income/franchise taxation. * Analyze and provide written summaries of significant developments to be used for Cherry Bekaert newsletters and website postings. * Identify developments having a potentially significant impact on client base, and follow up with internal and/or external communications as deemed appropriate. * Take responsibility for subordinates' activities and chargeability. Effectively delegate and manage work given to staff. What you need for this role: * Bachelor's degree in Accounting * CPA and/or JD; Masters in Taxation (MST) or LLM in Taxation * Minimum of 8 years of progressive State and Local Tax consulting and/or compliance experience in a Big 4 or large public accounting firm. * Strong tax research and writing skills. * Solid organizational skills with a demonstrated ability to multi-task. What you can expect from us: * Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect * The opportunity to innovate and do work that motivates and engages you * A collaborative environment focused on enabling you to further your career growth and continuous professional development * Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing * Flexibility to do impactful work and the time to enjoy your life outside of work * Opportunities to connect and learn from professionals from different backgrounds and with different cultures Benefits Information: Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Pay Range: $138,900-$216,000 About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. 2025 Cherry Bekaert. All Rights Reserved.

Cherry Bekaert's Strategic Financing Services (SFS) Group is looking for a Project Finance Closing Specialist to join the SFS team. We offer an opportunity to work with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, NMTC placement and deployment, and NMTC compliance and asset management services. The successful candidate will manage the closings of NMTC transactions, ensuring that the structured transaction is accurately documented in the final closing documents, and the transaction closes timely and in compliance with IRS and CDFI rules and guidance. The successful candidate will have a strong attention to detail and deadlines and a mission to help make a difference in Low-Income Communities. About SFS: SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community facilities, and helped create over 10.6 million square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2%. As a Project Finance Closing Specialist, you will: * Coordinate with Project Finance Managers to transition transactions from marketing stage to closing stage * Monitor the collection of and review due diligence items from the project sponsor * Work closely with legal counsel to ensure legal documents correctly reflect the approved structure for the client * Review financial projections to ensure the terms from commitment letters and financial results for all parties are accurately documented * Identify areas of risk and secure sources of mitigation and assist with broader underwriting of the project, as needed * Communicate with and manage relationships with borrowers, CDEs, and investors * Advise borrowers on business terms and work with closing team to finalize NMTC transaction * Create and maintain best practices and forms that support efficient closings * During off-season when there are fewer transactions in active closing, additional duties may include providing assistance to clients on compliance matters, helping clients with their tax credit applications/grant submissions and/or working with other strategic financing services team members on various projects · Other job-related functions as assigned * Travel: 10-15% What you bring to the role: * BA in Accounting, Finance, Economics, or related field; Master's Degree or JD a plus * 3+ years of professional/industry experience in community development finance, tax credit finance, CDE/CDFI Lending preferred * Experience in working with borrowers, lenders, investors * Must be able to work independently with the ability to prioritize workflow and manage multiple projects simultaneously * Strong attention to detail * Ability to meet deadlines under tight time constraints * Strong communication, analytical, and organizational skills * Strong sense of urgency and shared sense of mission What you can expect from us: * Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect * The opportunity to innovate and do work that motivates and engages you * A collaborative environment focused on enabling you to further your career growth and continuous professional development * Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing * Flexibility to do impactful work and the time to enjoy your life outside of work * Opportunities to connect and learn from professionals from different backgrounds and with different cultures Benefits Information: Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Pay Range: $96,300-$139,100 About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. 2025 Cherry Bekaert. All Rights Reserved.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way? Join Baker Tilly (BT) as a Senior Property Accountant with our growing outsourced Client Accounting Services practice! This is a great opportunity to be a valued business advisor property accounting services to multiple clients across the country. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. This is a hybrid position - located near one of our offices. In this role, you will work in a cloud based environment and serve as a Senior Accounting Associate for multiple clients across the country, working with a team of professionals to provide property accounting services to their businesses. Come and join a fast growing team, where we can offer you variety in your client work to help you grow your skills and a steady schedule to allow for a healthy work/life balance! You will enjoy this role if: * You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized * You are comfortable using technology and would enjoy helping businesses become more automated through cloud based accounting solutions * You are looking to be part of a fast growing, innovative practice where your hard work and creativity can help us continue to build, improve and advance * You like a corporate accounting department schedule and environment, but also crave the investment in technology and training that an innovative CPA firm provides to accountants What you will do: The Senior Property Accounting Associate will handle accounting matters for various commercial/retail/hospitality assets. Responsibilities include, but are not limited to, the following: * Prepare and deliver monthly financial reporting package for each assigned property * Maintain accounting records for ownership entities holding real estate assets * Monitor compliance of certain ownership, debt and other agreements * Prepare annualized income and expense projections each month to assist Property Management and client in cash flow management and determining when investor approvals are required * Prepare and analyze periodic excess net cash flow distribution calculations * Prepare journal entries related to significant transactions such as acquisitions, dispositions, and financings * Prepare data to support the annual financial statement audit and preparation of tax returns * Assist in preparation and review of annual budget * Work alongside Property Management to prepare tenant reconciliation settlements in accordance with stipulated lease terms including, but not limited to, operating expenses, real estate taxes and utilities * Input and setup all new leases and lease renewals in property management software * Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs * Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients * Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals * Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications * Bachelor's degree in accounting * Three+ (3)+ years of experience in commercial real estate or public accounting (with exposure to commercial real estate) * Development/Construction accounting background is preferred * Intermediate to advance with MS Office software/Excel * Experience with MRI or Yardi preferred * Excellent analytical, technical and problem solving skills, with strong attention to detail * Exceptional verbal and written communication, collaboration, and time management skills * Eligibility to work in the U.S., without sponsorship, highly preferred #LI-AB1 #LI-Hybrid

Cherry Bekaert has been proudly providing Accounting and Advisory services to our clients for 75 years! We are seeking a Sales Tax Senior Manager. The location is flexible and remote would be considered. Some of our larger offices include Atlanta, DC, Richmond, Raleigh, Charlotte, Tampa and South Florida. The successful candidate will supervise staff on consulting engagements that they lead and is responsible for delivering efficient, accurate, and timely preparation and review of all consulting projects. The primary responsibilities of the Sales Tax Senior Manager are focused on the following: Sales Tax Consulting * Research Sales Tax issues and filing requirements that affect Sales Tax obligations for companies. * Keep staff up-to-date on Sales Tax law trends, changes that affect client base. * Present Cherry Bekaert as a thought leader in the industry (assist with blogs, newsletters, social media, etc.) Engagement Management * Serve as the Engagement Manager on specific client sales tax engagements, taking responsibility for pre-engagement planning, execution, and final deliverable development. Manage multiple client projects at any given time. * Develop a detailed engagement work plan, illustrating budgets and schedules. Monitor project status against the work plan and communicate schedule adjustments. * Serve as the prime point-of-contact to the client. Ensure that the client is fully informed of engagement progress and logistics. New Business Development * Develop a thorough understanding of all services provided by the firm. Link this understanding to potential client needs. * Identify opportunities to expand the scope of current engagements through identification of current client needs and target client requirements. * Actively participate in proposal development, at the direction of management, and take a lead role responding to requests for proposal. Recruitment and Staff Development * Take responsibility for identifying, attracting, and developing current and future talent. * Take responsibility for subordinates' activities and chargeability. Effectively delegate work to staff. * Provide regular performance feedback as well as deliver timely performance evaluations. Personal and Professional Development * Develop Sales Tax industry knowledge and expertise and share that knowledge with the team. * Pursue professional development through public speaking, seminar delivery, and through the writing of articles. * Actively participate in company internal development programs, including staff training courses Required Experience * CPA or CMI preferred * Education: BS/BA accounting or a related field * Minimum 7 years of Sales Tax experience or Sales & Use Tax experience, from either consulting, industry, or Department of Revenue. Experience with manufacturing preferred. * Experience supervising and directing the work of staff. * Demonstrated writing skills a must; proposal development experience desired * Above average ability to manipulate Excel spreadsheets. What you can expect from us: * Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect * The opportunity to innovate and do work that motivates and engages you * A collaborative environment focused on enabling you to further your career growth and continuous professional development * Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing * Flexibility to do impactful work and the time to enjoy your life outside of work * Opportunities to connect and learn from professionals from different backgrounds and with different cultures Benefits Information: Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Pay Range: 138,900-216,000 About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. 2025 Cherry Bekaert. All Rights Reserved.

Whitley Penn, a leading CPA and Consulting firm, is looking for a Forensic, Litigation and Valuation Services (FLVS) Senior Associate to join our team. Our FLVS team offers a full range of litigation support services related to financial matters as well as forensic and valuation services outside of a litigation context. How We Work Whitley Penn has become one of the region's most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job. How Will You Make an Impact? * Assist with forensic accounting, litigation support and valuation engagements, primarily related to marital property and divorce-related financial issues, as well as other investigations and valuations that cover business and intangible asset valuations prepared for business planning, tax, financial reporting, and litigation-related purposes. * Communicate with Directors on the directions of the case and assist in making strategic recommendations, exercising analytical skills for details and potential risks. * Assist Directors in delivering complete reports, accompanied by relevant supporting documents, to the Managing Director for review. * Prepare the testifying expert for client meetings, depositions, and trials, ensuring the file is well-organized and all work papers and important documents are put in a binder for a quick and easy review by the testifying expert; work closely with the testifying expert in developing an outline for testimony and demonstrative exhibits for trial. * Develop an internal and external circle of influence, participating in networking events, marketing events, and training. * Effectively manage projects by setting internal objectives, delegating assignments, and ensuring objectives are met in a timely manner. * Lead departmental training for analyst and fostering a learning environment of continuous improvement. * Review the work of Associates and provide feedback for corrections and changes, if needed. * Review formatting of schedules prepared (e.g. extra lines deleted, consolidation of information, etc.), spell check and foot and cross foot numerical totals for accurate financial information analysis. Ensure staff's work is completed in timely manner. * Assisting in recruiting, developing training material, and acting as an instructor in professional development programs. How Will You Get Here? * 2+ years of progressive experience in accounting and/or finance, preferably in an accounting firm or other professional services environment. * Bachelor's degree in accounting or finance. * An advanced degree in a related field or a CPA license is a plus. * Broad background and knowledge in litigation support /expert services. * Proficiency in use of technology and accounting programs including MS Office. * Effective written and oral communication skills. * Project Management skills. * Desire skills to manage and lead teams. * Ethics and compliance. * Problem solving. * Financial standards, models, and tools. * Interest in continually learning and gaining knowledge. Why Should You Apply? * Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans) * Voluntary Dental and Vision Insurance * 17 Annual Firm holidays, including extended breaks around July 4th and year-end * 20 days PTO * Paid Maternity and Parental Leave * 401(k) with Profit Sharing * Discretionary Bonus Program * Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees * Health & Wellness Program * Pet Insurance Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need. #LI-ONSITE

Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance, and tax services to our clients. We are looking for a Tax Growth Solutions Leader to join our Tax team to help drive growth solutions development in core and strategic tax. As the Tax Growth Solutions Leader, you will work closely with the Managing Partner - Tax Services. You'll be responsible for helping to generate and maintain revenue by developing solutions and offerings for core and strategic tax; driving integration and alignment between revenue-related functions, aligning and optimizing the client experience; and facilitating cross-functional collaboration and communication that produces results. This highly visible role may be based out of any of our offices, or fully remotely within the contiguous United States. To be successful in this role, you should have a strong background in consulting or advisory services, with proven experience in developing and executing growth strategies, solutions, and offerings. You should also have excellent analytical, problem-solving, change management, and communication skills, as well as the ability to influence and motivate others. **As the Tax Growth Solutions Leader, you'll be responsible for the following:** + Solution Development + Develop process model for packaged (bundled) solution sets across existing tax service offerings + Drive solution set development through collaboration with RSLLs (Regional Service Line Leaders), Strategic Tax Domain Leaders, and IPLs (Industry Practice Leaders) + Assess existing service offerings - create solution attachment points across audit, tax, advisory aligned with industry focus - sales approach/sequencing + Collaborate with Growth Operations on data/metrics to monitor success of productized approach + New Offerings + Create and launch External to Internal approach to innovate new tax offerings and/or bundled tax and advisory services + Create process flow model for new offering development - vetting/criteria/alignment/resource requirements/approval lanes + Collaborate with Growth Operations - Knowledge - Develop and monitor potential new offerings through trends research + Align with Client Experience - Voice of the Customer + Integrate with RSLLs, Strategic Tax Domain Leaders, and IPLs + Communication & Education Strategy + Create and Drive "launch" plan for tax solution sets and new offerings + Align with Marketing and Internal Communications + Align with Learning & Development **What you bring to the role:** + Bachelor's degree in business administration or related field; Master's degree or MBA preferred + Minimum 15 years of experience in consulting or advisory services including at least 10 years' experience developing and executing growth strategies, solutions, and offerings in a leadership or management role required + Excellent analytical, problem-solving, decision-making, and critical thinking skills + Strong communication skills (verbal/written/presentation), with the ability to communicate effectively with various audiences at different levels + Superior influencing and change management skills that result in strong leadership commitment and actions that will drive change and produce results + Proactive attitude (self-starter/initiative-taker), with the ability to work independently and collaboratively + Flexible mindset (adaptable/agile), with the ability to embrace change and ambiguity + Creative mindset (innovative/entrepreneurial), with the ability to generate new ideas and solutions **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** $400,000 to $600,000 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Help high-growth companies scale with confidence. At Baker Tilly, we help tomorrow's industry leaders build smarter, faster, and more resilient organizations. Our Managed Services platform delivers scalable Accounting, Finance, and Human Capital solutions that enable SaaS and Life Sciences companies to focus on innovation, funding, and growth - while we handle the complexity behind the scenes. We're seeking a Managing Director to lead and grow our Managed Services practice serving Growth SaaS and Life Sciences clients. This role is ideal for an entrepreneurial leader with deep industry insight and a passion for building scalable service models that combine finance excellence with technology-enabled delivery. What You'll Do As a Managing Director, you will drive the expansion of Baker Tilly's Growth SaaS and Life Sciences Managed Services business, supporting companies from Series A through IPO and beyond. You'll oversee client engagements, develop market strategy, and lead teams that deliver operational precision with innovative tools and insights. Key responsibilities include: * Lead and expand the Growth SaaS and Life Sciences vertical within Managed Services - spanning finance, accounting, HR, payroll, and operational analytics. * Develop and execute growth strategies aligned with the needs of venture-backed and high-growth companies, partnering with founders, CFOs, and investors. * Advise clients on scaling finance operations, implementing ERP and HCM systems, optimizing cash flow, and navigating regulatory or audit readiness. * Collaborate across Baker Tilly's platform - including Advisory, Digital, and Transaction Services - to deliver integrated solutions for clients' growth journeys. * Ensure operational excellence through rigorous financial controls, timely reporting, and automation-enabled processes. * Champion innovation by embedding AI-native tools, predictive analytics, and workflow automation into client solutions. * Recruit and develop high-performing teams, including finance leaders, controllers, and HR professionals, with a focus on industry specialization and client service. * Represent Baker Tilly in the SaaS and Life Sciences ecosystem - building strategic alliances with venture funds, accelerators, and technology providers. You'll Thrive in This Role If You: * Are energized by helping high-growth companies scale sustainably. * Understand the operational lifecycle of SaaS or Life Sciences organizations - from pre-revenue through commercialization and liquidity events. * Have experience building or leading outsourced finance or managed services offerings for emerging growth clients. * Bring a blend of strategic insight and operational discipline to every client engagement. * Are passionate about modernizing finance, HR, and operations using automation, AI, and analytics. * Enjoy mentoring talent and creating a collaborative, high-performing culture. Qualifications * Bachelor's degree in Accounting, Finance, or related field (CPA, MBA, or equivalent strongly preferred). * 12+ years of experience in finance, accounting, or managed services, including leadership roles serving SaaS, Biotech, or Life Sciences clients. * Deep understanding of SaaS metrics (ARR, CAC, churn, LTV/CAC, cash runway) and Life Sciences financial operations (R&D capitalization, clinical trial accounting, grant funding). * Proven track record of business development and client relationship management with venture-backed or private equity-sponsored companies. * Familiarity with cloud ERP and HCM platforms (NetSuite, Sage Intacct, Workday, Rippling, or similar). * Strong people leadership skills - recruiting, mentoring, and developing cross-functional teams. * Excellent communication, executive presence, and ability to influence across client and internal leadership levels. * Willingness to travel as needed to support client and firm growth initiatives. Why Baker Tilly Join a firm recognized by TIME as one of the World's Best Companies of 2025, and one of the fastest-growing advisory and CPA firms in the United States. At Baker Tilly, you'll be part of a national Managed Services platform designed to power the next generation of businesses - helping high-growth SaaS and Life Sciences clients turn complexity into clarity, data into insight, and growth into lasting value. Build what's next. Lead with innovation. Join Baker Tilly. The compensation range for this role is $182,150 to $345,350. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

**The Role** Provide friendly on site and remote support for our clients using Sage ERP accounting software. Investigate and resolve Sage ERP user application questions and issues. Assist in the sales support cycle, training, planning and consulting of new installations, implementations and upgrades. _Support of Sage 100 Software:_ Provide on-site, and remote support to users of Sage ERP software applications. Research source of errors, resolve problems and recommend program changes. Answer client inquiries in regard to specific software such as Sage ERP, database, printing and operating systems. Help in teaching procedures and answer all client requests for information. Correction of client technical problems including those that may impact data files on client systems. **Installation & Implementation of Sage ERP Accounting Software:** Manage new installations of Sage ERP application and peripheral software at client site. Test for compatibility and proper function of applications including Sage authorized third party software products (Crystal Reports and Sage Intelligence). Plan, manage and execute software installations and upgrades. Migrate client data from other accounting systems. Effectively present information and respond to questions from groups of managers, clients, customers and the public. Define problems, collect data, establish facts, and draw valid conclusions. Interpret an extensive variety of technical instructions in written and verbal form and deal with abstract and concrete variables. _Data Import / Export and Report Writer:_ Assist in the design or creation of on-going data imports and exports of data. Create custom reports using programming language or reporting tools, such as Crystal Reports, Excel and SQL Queries. _Product Demonstration / Sales:_ Assist sales staff with product demonstrations to potential customers. Must be able to assess prospect's business needs and show how software will work / solve issues. Always be on the lookout for prospective sales opportunities when working with clients. Recommend new / additional products and pursue the sales opportunity or refer to sales staff. **Qualifications:** To perform this job successfully, an individual must be able to manage each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires creative skills typically demonstrated by imagination or intellect involved with the analysis of highly technical problems within client systems. This individual must be capable of drawing independent conclusions leading to the successful implementation of problem-solving techniques. The position requires continuous exercise of discretion and independent judgment based upon the special skills and knowledge described herein. + **Requirements:** Minimum 7 (recent) years' experience implementation & integration support of Sage ERP + Bachelor's Degree Required (MBA or CPA preferred) + Sage Certification(s) highly preferred + Ability to travel up to 30% **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** Pay Range $84,000 to $164,800 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of accounting and advisory? If yes, consider joining Baker Tilly (BT) as a Family Office Accounting Associate! Our Family Office practice provides accounting and consulting services to ultra-high net worth individuals and family clients. The services provided range from partnership accounting, financial reporting, cash management, and bill payment to advising on complex intergenerational wealth strategies and best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: * You crave the opportunity to be part of a fast growing, family office practice where your hard work and creativity will be rewarded * You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together * You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: * Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to: * Assisting team members with the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers * Researching and resolving issues or discrepancies with clients' accounts, bill pay or invoices * Supervising and reviewing the accounts payable function and Family Office staff members * Managing and reconciling numerous bank, brokerage, and credit card accounts * Performing reconciliations and analysis for balance sheet accounts, including inter-company accounts * Preparing year-end reporting of 1099s * Assisting in preparation of quarterly and annual tax packages and supporting documents * Responding to client requests and inquiries * Handling special projects as needed. * Demonstrate the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development * Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients * Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals * Enjoy friendships, social activities and team outings that encourage a work-life balance Successful candidates will have: * Bachelor's degree in Business, Accounting, Finance or related degree * CPA eligible preferred * 2 to 5 years of progressive accounting/bookkeeping experience * Proficient with Microsoft Office; QuickBooks experience preferred * Strong project management and client service skills * Familiar with GAAP and financial statements * High attention to detail, problem solver & intellectually curious * Adhere to the highest level of confidentiality * A diverse accounting background * An understanding of professional services and client service * Strong interpersonal skills with an approachable and professional demeanor * Outstanding organization skills * Excellent verbal and written communication skills * The ability to handle and respond to multiple client and department demands in a timely manner * The ability to prioritize assignments and effectively manage their time * The ability to thrive in a fast paced and dynamic environment * The ability to be a team player but be able to work independently.

Job Description Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. If you are ready to find your space and create your future, you belong with us. As a Tax Staff, you will: As a Tax Staff at Cherry Bekaert, you will work on a wide variety of tax engagements under the supervision of different accounting professionals. Engage and serve clients from various industries Communicate with project in-charges and clients Develop tax knowledge while preparing basic and intermediate individual tax returns Prepare federal and multi-state corporate tax returns and basic partnership returns Research fundamental tax issues using online tools Prepare and organize workpapers for client files Perform other essential duties as needed What you bring to the role: Bachelor's degree in accounting or related field. Masters preferred CPA certified or the eligibility to work toward obtaining a CPA license Cumulative GPA of 3.0/4.0 or above preferred, but not required Proficiency with computers and spreadsheet software programs Ability to travel to client sites as needed, including frequent same-day travel and occasional out-of-town travel Ability to work moderate overtime throughout the year with heavier overtime required during certain business cycles What you can expect from us: Shared values, including uncompromising integrity, a passion for excellence, and mutual respect The opportunity to innovate and do work that motivates and engages you A collaborative environment focused on your career growth and continuous professional development Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing Flexibility to do impactful work and the time to enjoy your life outside of work About Cherry Bekaert: Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure. Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is $66,000 - $76,000. Individual salaries within this range are determined by a variety of factors including but not limited to education, experience, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved. #LI-AP1 #LI-Hybrid