JOB DETAILS: * Title: Learning & Organizational Development Manager * Classification: Full-time; Exempt (3 days/week min. in office); ~25% travel 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?
* Work closely with Director of Learning & Organizational Development to build a learning and development strategy that drives improved performance and has a positive impact on the firm
* Work with subject matter experts and leaders from the business to design and develop effective learning solutions that improve the performance and business results of the target audience, including instructor-led, virtual, eLearning, coaching, OJT, and/or blended delivery.
* Use artificial intelligence where appropriate to increase effectiveness and efficiency in developing and delivering learning and organizational development solutions.
* Facilitate in-person and virtual learning solutions across the firm on business-specific topics, professional and leadership development
* Manage, maintain, and continually improve multiple learning and organizational development programs
* Set up and maintain courses and learning plans within the LMS ensuring they support the learning objectives of the target audiences.
* Leverage LMS reporting functionality to provide data and insights that help determine the effectiveness of learning programs and overall strategy.
* Support planning, coordination, communications, and logistics for virtual and live training programs.
How Will You Get Here?
* 3+ years of live and virtual training delivery/facilitation
* 3+ years of instructional design experience creating and maintaining learning and organizational development solutions
* 2+ years' experience using Articulate or similar eLearning creation software and learning management systems.
* Bachelor's degree in Instructional Design, Organizational Development, Business, or related field.
* Instructional Design certification preferred.
* Facilitation certification preferred.
* Knowledge of current/emerging adult learning theories, instructional design, learning technology, and development practices
* Experience with measuring effectiveness of learning and OD solutions
* Experience in applying artificial intelligence (AI) to learning solutions a plus
* Experience in a public accounting or other professional services firm a plus
* Experience with LCvista a plus
* Experience with Articulate or other eLearning tools
* Experience with Microsoft Office Suite
* Experience building and maintaining strong relationships with business partners
* A strong work ethic, time management skills and the ability to meet deadlines in a fast-paced environment; responsible and self-motivated
* Solid organizational skills and attention to detail.
* Strong communication skills, both oral and written.
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 breaks around July 4th and year end
* 20 days PTO for Salaried Employees
* 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.
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$65k-88k yearly est. 15d ago
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Legal Administrative Assistant
Whitley Penn 3.7
Whitley Penn job in Houston, TX
JOB DETAILS: * Title: Legal Administrative Assistant * Classification: Full-time; Exempt * Department: Litigation Services * Office Expectations/Hours: Hybrid position; general work schedule is Monday - Friday, 8 hours/day between 8am to 5pm
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.
Job Functions & Expectations
* Assist in the planning and execution of FLVS department marketing and business development initiatives.
* Manage, coordinate, and schedule business development meetings and events and attend events when necessary with managers.
* Ensure supported managers are prepared with all materials and information for meeting and events.
* Maintain client information and case target databases.
* Prepare and follow up on client invoices and preparation of engagement letters.
* Assist with preparation of engagement letters and administrative activities for client projects.
* Assist with conflict checks.
* Send mailings and make photocopies, and order meals as needed.
How Will You Get Here?
* Minimum of 5 years of prior office clerical experience.
* Minimum of 2 years of marketing experience for a professional services firm preferred.
* High school diploma required; some college preferred.
* Prior experience making travel arrangements is a plus.
* Ability to quickly gain a general understanding of the services the department provides and learn the time, billing, and engagement processes.
* Ability to multi-task and prioritize assignments while performing a variety of administrative tasks with minimal supervision and exercising independent judgment.
* Ability to work overtime during critical periods, such as report deadlines or special projects.
* Intermediate to advanced skills in Microsoft Office, specifically Microsoft Word, Excel, and some PowerPoint.
* Must be detailed oriented and organized.
* Must be accurate, competent, conscientious, efficient, enthusiastic, motivated, organized, pro-active, responsible, and committed.
* Good interpersonal and communication skills (verbal and written) within all levels of the organization.
* Professional appearance and demeanor.
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 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.
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$45k-54k yearly est. 21d ago
Sage Intacct Customer Support Senior Associate
Baker Tilly 4.6
Houston, TX job
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.
$31k-48k yearly est. Auto-Apply 60d+ ago
Materials & Production Manager
Elliott Group 3.7
Houston, TX job
Overview & Responsibilities
The Materials & Production Manager is responsible for overseeing the entire production process, from initial planning to final delivery ensuring the smooth, efficient, and timely execution of all production activities. They are the central point of contact, bridging various departments to guarantee that production goals are met and that the final product adheres to quality standards and deadlines. This role requires a unique blend of strategic planning, problem-solving, and strong communication skills.
The Materials & Production Manager is also responsible for overseeing the acquisition, storage, and distribution of a company's raw materials, parts, and finished products. They play a critical role in the supply chain, ensuring that materials are available when needed while minimizing costs and waste.
Key Responsibilities
Production Planning and Scheduling: Develop, implement, and manage detailed production schedules to ensure all production targets and deadlines are met.
Resource Management: Coordinate the allocation of resources, including raw materials, equipment, and personnel, to optimize production workflow and minimize waste including leading the organizations capacity planning efforts.
Cross-Departmental Collaboration: Serve as the primary liaison between various departments, such as procurement, engineering, quality assurance, and sales, to ensure seamless communication and alignment of production activities with overall business objectives.
Inventory Management: Develop and implement strategies to control and manage inventory levels, including setting reorder points and safety stock levels. Conduct regular cycle counts and physical inventories to ensure accuracy.
Procurement and Sourcing: Lead the purchasing team in sourcing and procuring materials. Negotiate with suppliers to secure favorable pricing, terms, and delivery schedules.
Logistics and Warehousing: Oversee the movement of materials from suppliers to the warehouse and from the warehouse to production lines. Manage warehouse operations, including receiving, storage, and shipping.
Team Leadership: Supervise, train, and mentor a team of materials coordinators, purchasing agents, and warehouse staff. Foster a culture of continuous improvement and operational excellence.
Strategic Planning: Collaborate with other departments, such as production, sales, and finance, to forecast material needs and align materials management strategies with business goals.
Budgeting and Cost Control: Develop and manage the materials budget. Identify and implement cost-saving initiatives related to procurement, transportation, and inventory.
Qualifications
Education:
Bachelor's Degree in Manufacturing, Supply Chain Management, Business Administration, or a related field. Professional certifications in project management (PMP), supply chain management (APICS), or Lean Manufacturing are a significant plus.
Experience:
Minimum of 5-7 years of experience in materials management, logistics, or a related supply chain role, with at least 3 years in a leadership position.
Technical Skills:
Proficiency in Enterprise Resource Planning (ERP) and inventory management software. Strong analytical and data-driven decision-making abilities.
Strong analytical skills with the ability to interpret production data and performance metrics.
Familiarity with Lean Manufacturing or Six Sigma principles.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with advanced skills in Excel for data analysis and reporting.
Soft Skills:
Leadership: Demonstrated ability to lead and motivate a team.
Communication: Excellent verbal and written communication skills.
Problem-Solving: Strong analytical and problem-solving skills.
Negotiation: Proven negotiation skills with suppliers and vendors.
Work Environment:
This position is typically based in an office setting but requires frequent presence on the production floor to monitor operations and interact with the team. The role may involve working under pressure and managing multiple priorities in a dynamic, fast-paced environment.
Equal Employment Opportunity
Ebara Elliott Energy is an equal employment opportunity/affirmative action employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, marital status, genetic information, disability, veteran status, or any other characteristic protected by the federal, state or local laws of the United States. Applicants and employees are protected under U.S. federal law from discrimination. To learn more,
click here
.
To learn more about our Job Applicant Privacy Notice, please
click here
.
No agency submissions please. NOTE: Resumes submitted to any Ebara Elliott Energy employee without a current, signed and valid contract in place with the Ebara Elliott Energy recruiting team will become the property of Ebara Elliott Energy and no search fees will be paid.
$63k-87k yearly est. Auto-Apply 24d ago
Order-to-Cash Accountant
Elliott Group 3.7
Houston, TX job
Overview & Responsibilities
The Order-to-Cash (O2C) Accountant is responsible for the financial execution of the O2C cycle, with a specific focus on revenue recognition, billing, and the underlying accounting for revenue activity and costs. Working under the direction of the O2C Manager, this role ensures that all financial transactions are processed accurately and that the costing associated with revenue-generating activities is properly recorded in accordance with company policies and IFRS standards. This role serves as a vital link between operations and the general ledger.
This is a hybrid role, and the selected candidate will work 3 days in the office and 2 days remote.
Key Responsibilities:
I. Revenue & Cost Accounting
Prepare and post monthly journal entries associated with revenue recognition, cost of goods sold (COGS) and revenue-related accruals.
Review and record the accounting and costing details of revenue activities to ensure margins are accurately reflected in the financial statements.
Ensure all revenue-related activities are recorded in the correct period in compliance with IFRS 15 and company revenue recognition policies.
II. Billing & Collections
Execute the end-to-end billing process, ensuring invoices are generated accurately and distributed timely based on customer contracts and operational milestones.
Monitor customer accounts and aging reports; perform proactive collection activities to ensure timely payments and minimize Days Sales Outstanding (DSO).
Partner with Sales and Operations teams to investigate and resolve billing discrepancies or customer disputes affecting payment.
III. Inventory & Balance Sheet Support
Perform monthly reconciliations of accounts receivable, deferred revenue, and unbilled receivable accounts to the general ledger.
Oversee the accounting for progress billings and adjustments, ensuring that the balance sheet accurately reflects contract assets and liabilities.
Prepare and provide documentation for internal and external auditors regarding revenue, costing, and receivables.
IV. Reporting & Controls
Assist the O2C Manager in preparing monthly reports on key metrics, including aging trends, revenue variances, and bad debt reserve analysis.
Adhere to established internal controls over the O2C and revenue cycles to ensure financial integrity.
Qualifications & Experience:
Bachelor's degree in Accounting or Finance required.
3+ years of accounting experience, specifically within Revenue Accounting, AR, or the O2C cycle.
Strong knowledge of bookkeeping, accrual accounting, and revenue-to-cost matching principles.
Solid understanding of IFRS standards and internal control frameworks (SOX or similar).
Proficiency in a major ERP system and advanced Excel skills.
Key Competencies:
Ability to trace revenue activities through to the general ledger and understand costing impacts.
High level of accuracy in preparing journal entries and reconciliations.
Strong organizational skills with the ability to deliver accurate results under tight month-end deadlines.
Ability to work effectively across finance, sales, and operations functions.
Equal Employment Opportunity
Ebara Elliott Energy is an equal employment opportunity/affirmative action employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, marital status, genetic information, disability, veteran status, or any other characteristic protected by the federal, state or local laws of the United States. Applicants and employees are protected under U.S. federal law from discrimination. To learn more,
click here
.
To learn more about our Job Applicant Privacy Notice, please
click here
.
No agency submissions please. NOTE: Resumes submitted to any Ebara Elliott Energy employee without a current, signed and valid contract in place with the Ebara Elliott Energy recruiting team will become the property of Ebara Elliott Energy and no search fees will be paid.
$55k-70k yearly est. Auto-Apply 7d ago
Manager, Client Accounting Services, Small Business
Baker Tilly Virchow Krause, LLP 4.6
Houston, TX job
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:
Manager, Client Accounting Services, Small Business
Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way? We're looking for a Manager to join our outsourced client accounting practice. In this role, you will work in a cloud-based environment and serve as an Accounting Manager for multiple clients across the country, working with a team of professionals.
This position is responsible for providing our client companies best-in-class service and financial expertise. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework. Additionally, the Manager acts as a business advisor by providing analysis and insights to their clients based on their knowledge of current business trends, industry experience and capabilities of other experts within Baker Tilly.
* Oversee and provide exceptional service to clients including accounting and advisory services
* Manage production of monthly, quarterly, and financial reports and benchmarking
* Provide recommendations for business and process improvements
* Work with other managers to ensure workflows are efficient and streamlined in and between offices and in and between audit and tax functions
* Coach, train, and mentor staff on client service, tax, and accounting matters
* Oversight and management of current client engagement team
* Provide leadership by promoting teamwork, developing proper training and mentoring, and managing workflows
Qualifications
* Bachelor's Degree in Accounting required
* CPA and/or MBA preferred
* Public Accounting experience a plus
* Six (6) plus years of progressively responsible experience in professional accounting functions required, experience in professional services/consulting preferred
* Advanced knowledge of accounting principles related to classifying, recording, and summarizing data and making computations to compile financial records
* Excellent understanding of Generally Accepted Accounting Principles (GAAP)
* Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook
* Experience in Sage Intaact and/or NetSuite required, QuickBooks On-line (QBO) experience a plus
$68k-98k yearly est. Auto-Apply 3d ago
Senior Sales Engineer (TX, OK, KS Territory)
Elliott Group 3.7
Houston, TX job
Overview & Responsibilities
The Senior Sales Engineer will represent Elliott Global Service Products with assigned customer accounts in the North, East and West part of Texas, as well as OK and KS area. They will attain assigned quarterly and annual bookings quotas across all GS products and develop new accounts within the assigned territory. Duties Include:
Planning, directing, organizing aftermarket products and services.
Analyze general and competitive business and economic trends within assigned accounts and report to the Sales manager, recommending the best course of action.
Make recommendations on new market opportunities and or Representation opportunities.
Regularly plan and organize customer meetings at assigned countries to enhance customer relations.
Provide forecasting data on all products within the assigned countries as required.
Maintain CRM accurate & current.
Maintain a good working relationship with Sales Representatives in the assigned territory.
Participates in technical activities within the territory.
Monitor order activity during execution; participate in any significant commercial decisions affecting assigned accounts.
Assist Finance in the collection of late receivables.
Anticipate to the extent which is possible market changes that might impact Elliott activity.
Ensure basic guidelines of Elliott safety and quality programs are part of the daily activity.
Requirements:
Bachelor's degree in Engineering or Sales Management plus a minimum of four years of experience; or equivalent combination of education and experience.
Strong mechanical and thermodynamic aptitude for rotating machinery.
Ability to read and understand drawings, technical documentation, blueprints, layouts and schedules.
Flexibility to cope with a wide variety of problems, customers and site conditions.
Good communication skills. Profound knowledge of the English language, verbal and written.
Computer skills - Microsoft Word, Excel, Projects; Lotus Notes helpful.
Must be capable of representing Elliott Company in a positive manner.
Equal Employment Opportunity
Ebara Elliott Energy is an equal employment opportunity/affirmative action employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, marital status, genetic information, disability, veteran status, or any other characteristic protected by the federal, state or local laws of the United States. Applicants and employees are protected under U.S. federal law from discrimination. To learn more,
click here
.
To learn more about our Job Applicant Privacy Notice, please
click here
.
No agency submissions please. NOTE: Resumes submitted to any Ebara Elliott Energy employee without a current, signed and valid contract in place with the Ebara Elliott Energy recruiting team will become the property of Ebara Elliott Energy and no search fees will be paid.
$97k-127k yearly est. Auto-Apply 60d+ ago
Associate Solution Architect, Sage Intacct
Bakertilly 4.6
Houston, TX job
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?
Do you enjoy helping customers embrace technology to elevate their business and customer satisfaction?
If yes, consider joining Baker Tilly Advisory Group, LP (BT) as a Sr Sage Intacct Consultant specializing in the Construction Vertical! At BT your main responsibilities will include working directly with customers delivering software solutions for implementation projects with high customer satisfaction and successful customer adoption. (This position is REMOTE.)
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.
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:
Managing multiple projects and customers simultaneously in the construction vertical to successfully implement following our prescriptive implementation methodology resulting in in-scope/on-budget/on-time delivery, high customer satisfaction, and successful customer adoption
Executing all aspects of the implementation process which includes collaborative consultation with the client, requirements definition, solution design, configuration, unit and integration testing, training, data cleansing, and data migration
Maintaining deep knowledge of the Sage Intacct software including expertise implementing and using Sage Intacct advanced modules, as well as staying current with the latest product features and enhancements, especially those related to Sage Intacct CRE product functionality.
Configuring and implementing the Sage Intacct software based on a thorough understanding of customer-specific business processes as well as industry and system best practices
Maintaining deep vertical knowledge- the intricacies, terminology, and operational processes of the construction industry, including micro-verticals such as General Contracts, Developers, Specialty Contractors, Home Services, etc
Following a prescriptive implementation approach utilizing templated implementation project plans thus ensuring projects are delivered on time, on budget while optimizing return on investment
Utilizing and developing less experienced implementation resources providing on-the-job coaching and mentoring
Conducting training for customer end-users at all levels of the customer organization and relate system functionality to customer business operations
Effectively documenting customer business requirements into configurable software solutions and business management processes utilizing best practices and visual process flowcharts
Responding to customer technical support issues related to the system implementation
Understanding, designing and building industry specific key performance indicators, reports, and dashboards
Working in a team-oriented and collaborative environment with Professional Services, Sales, Support, Marketing and Customer Success to effectively coordinate project execution and completion
Delivering prompt, concise, and friendly communications while providing high quality service and leadership to align with customer goals and requests
Contributing to and using knowledge repository of deployment best practices and enhance tools and repeatability of service delivery
Mentoring Associate Solution Architects and Solution Architects on processes, Sages Intacct modules and customer/project management
Serving as an escalation point for project issues
Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs - seek knowledge
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 required, preferably in Accounting, Business or MIS (candidate must also have general understanding of accounting terms through previous courses or experience)
One (1)+ years' experience providing consulting and implementing Sage Intacct, ERP/financial applications and/or other SaaS solutions
Vertical industry understanding gained either through operational or accounting involvement in the construction space
Consulting experience end-to-end through the entire software delivery life cycle following a process-based methodology or experience as an end user who has gone through a software implementation or upgrade
Advanced proficiency with Excel (pivot tables, VLOOKUP's, macros, etc.) is preferred for efficient data mapping, integration, and migration of customer data
Demonstrated skills in the areas of time management, communication, 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 75,820 to 113,760. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$94k-123k yearly est. Auto-Apply 10d ago
Advisory Internship - Summer 2026
Holthouse Carlin & Van Trigt LLP 4.3
Pasadena, TX job
Come for the Challenge. Stay for the Experience. At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.
What We Do and Who We Serve
We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.
We Live Our Core Values
Our values guide us in our day-to-day interactions with our clients and each other-Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.
Discover How Far You Can Go.
Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on-the kind of work that helps you develop and refine your skills to advance in the profession.
Hybrid Work
HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.
HCVT's Advisory Services team provides valuation opinions for a variety of purposes, including tax compliance, financial (GAAP) reporting, transaction opinions, and buy-sell agreements. In addition, our advisory services assist clients in the M&A process, including evaluating and/or preparing offers, negotiating the financial aspects of a term sheet, and evaluating potential synergies. We combine our accounting and finance acumen with sophisticated valuation methodologies and analyses.
As an Intern in our Advisory Services group, you will be responsible for the following:
* Work collaboratively with junior and senior members of the team to develop valuation and M&A financial models
* Work with our data analytics team to build reporting dashboards, and integrate client data facilitating more accurate, real-time information to clients and M&A deal teams
* Assist deal teams with M&A buy-side or sell-side transactions
* Assist in the completion of valuation engagements and client deliverables (including company research, comparable company benchmarking, analyses, written reports, etc.)
* Support business development efforts by conducting prospect research, performing industry analysis, and actively participating in client pitch meetings to showcase our value proposition.
* Develop strong relationships with firm professionals
* Participate in firm training and activities
* Work with your buddy and performance manager on professional development of both technical and soft skills
To be successful, these are the skills, qualities and experience you will need:
* On track to complete a bachelor's or a master's degree in finance, engineering or accounting by July 2027; minimum overall GPA of 3.0
* Competency in programming (SQL, Python, R etc.) and statistics
* Solid foundation of accounting and corporate financial theory
* Advanced excel and/or Power BI skills
* Strong technical aptitude and demonstrate effective verbal and written communication skills
* Exhibit leadership skills that demonstrate strong judgement, problem-solving, and decision-making abilities
* Able to learn in a fast-paced environment and receptive to feedback and coaching
* Ability to multi-task, prioritize responsibilities, and take initiative on projects
* High attention to detail
* A positive attitude and is a team player mentality with a can-do spirit
How to Apply:
* Submit an application on Lever - **************************
* Required documents - Resume, Unofficial Transcripts
* Note - HCVT is unable to sponsor the work authorization of candidates.
This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable salary estimate for this position is $38.00 per hour, and it is eligible for a one-time program completion bonus.
Connect with us:
LinkedIn, Instagram, Facebook, HCVT Website
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The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.
$38 hourly 7d ago
Consultant, IRA Advisory
Baker Tilly Virchow Krause, LLP 4.6
Houston, TX job
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:
Come join Baker Tilly's Development Advisory team as a Consultant! You will be a part of our Development Advisory team where you will provide a variety of services including, but not limited to, energy and infrastructure advisory and project development support, economic development and capital planning support, and federal grant advisory with potential clients such as Tribes and Tribal Organizations, municipalities, non-profits, and other for-profit entities. You will be an integral part of supporting Baker Tilly's services tied to the Inflation Reduction Act.
As one of the fastest growing firms in the nation, Baker Tilly 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:
* Are considering a long-term career in professional services and want exposure to the energy and community development advisory industry
* Value your development and want to work for a firm whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
* Want to grow professionally and develop your client service and technical skills to build a strong foundation now, for tomorrow
* You will have the opportunity to:
* Gain hands-on experience in energy and community development advisory
* Participate in our technical training and development program designed to provide the tools needed to contribute to and lead client engagements
* Experience on-the-job training through real work engagements
* Learn directly from experienced managers and partners with specialized experience and technical knowledge within various industries such as energy and utilities, real estate, public sector, and transactions, among others
Qualifications:
* Bachelor's degree in finance, business, accounting, supply chain, engineering or manufacturing-related field required.
* The ability to work effectively in a team environment with all levels of client personnel
* Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
* Organizational and analytical skills, initiative, adaptability
* Proficiency with Microsoft programs (Word, Excel, PowerPoint, etc.)
* Consultants will additionally have:
* 1-2 years of relevant work experience
* Involvement with a professional organization desired
* Experience building financial models incorporating income statements and cash flows to support business decisions
* Experience with core financial processes (e.g. monthly close, financial reporting)
$63k-91k yearly est. Auto-Apply 60d+ ago
Senior Sales Manager - Turbomachinery
Elliott Group 3.7
Houston, TX job
Overview & Responsibilities
PURPOSE OF THE JOB:
The Senior Sales Manager - Turbomachinery will provide leadership to a team of sales engineers / representatives within their sales region. They will successfully lead the sales team to achieve assigned booking targets for parts, field service, repair and rerate/mods bookings within the assigned sales region. Work closely with operations team members to meet sales and bookings objectives. Develop relationships with key customer personnel and promote Elliott Group overall qualifications and abilities.
This role entails up to 50% travel.
BACKGROUND & EXPERIENCE:
Degree in mechanical engineering or equivalent experience. MBA would be beneficial.
Several years of technical sales experience with turbomachinery in the refining, petrochemical, power or related markets/industry.
Thorough knowledge and experience with the sales and sales management process.
Proven track record of successful sales team leadership.
Ability to effectively team with the Regional Field Service and Service Center Zone managers in the region.
Overall knowledge of Elliott Organization and capabilities.
Knowledge of Elliott Processes, Policies, and Procedures.
Management skills including, recruitment and hiring of new employees, training of new employees, evaluation and motivation of employees.
Strong verbal, written, and listening communication skills.
Strong selling and negotiation skills that are shared with the selling team.
Leadership skills to monitor and motivate sales team activities.
Planning skills to help sales team prioritize and optimize their efforts in order to maximize Elliott Company sales.
Ability to develop relationships with key customers.
Sales Management - coordination of sales team efforts, interface with product line and operations, business planning, communication. Sales manager has responsibility for controlling assets of company in the form of sales personnel. Effectively utilizing this asset to maximize business potential in an assigned area.
Supervising direct reports including skill evaluations, product training programs for each individual and confirming that activities are in line with Elliott Group objectives.
Lead sales team for service products in region with key corporate or targeted accounts.
Persuading, selling, convincing external and internal selling skills; promoting service products within an assigned sales region.
Provide input into developing new products that based on market intelligence that could be successfully sold in the sales region,
Analyzing market trends, activity and gathering marketing intelligence on products, industries, competition and customer practices that can be used to create and reinforce our market strategies.
Some of our activities are covered by Elliott policies, precedents, and procedures. These include expense reporting and approvals, commercial limits of authority, purchase order acceptance, and contract terms.
SPECIFIC JOB RESPONSIBILITIES / COMPETENCIES:
Management of the regional sales organization including performance appraisals and salary planning.
Recruitment, selection, hiring, and training of new sales team members.
Handling bookings, sales forecasting and sales team quota assignment.
Support individual sales team members with their sales activities.
Provide management support and leadership for the settling of customer disputes.
Periodic review of sale territories and accounts to insure best sales coverage possible.
Work closely with the operations organizations to maximize sales.
Lead the local sales team in Process Improvement initiatives and actively participate in all PI teams.
Equal Employment Opportunity
Ebara Elliott Energy is an equal employment opportunity/affirmative action employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, marital status, genetic information, disability, veteran status, or any other characteristic protected by the federal, state or local laws of the United States. Applicants and employees are protected under U.S. federal law from discrimination. To learn more,
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No agency submissions please. NOTE: Resumes submitted to any Ebara Elliott Energy employee without a current, signed and valid contract in place with the Ebara Elliott Energy recruiting team will become the property of Ebara Elliott Energy and no search fees will be paid.
$108k-141k yearly est. Auto-Apply 2d ago
Senior Associate- Client Accounting Services, Real Estate
Baker Tilly Virchow Krause, LLP 4.6
Houston, TX job
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 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
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$52k-72k yearly est. Auto-Apply 23d ago
Audit Senior Associate
Baker Tilly 4.6
Pasadena, TX job
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 interested in joining one of the fastest growing public accounting firms?
Would you like the ability to focus on one industry sector and further become an expert for your clients?
If yes, consider joining Baker Tilly US (BT) as an Audit Senior Associate! This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. 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 are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve.
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges.
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions.
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!).
You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow.
What you will do:
Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients:
Proactively engage with your clients throughout the year to gather needed information to complete testing and respond to questions raised.
Plan and supervise the execution of all audit engagement activities.
Review and perform substantive testing on client's balance sheets and income statements.
Conduct and review tests to assess deficiencies of internal controls and make recommendations for improvement.
Play an active role in discussions with the Manager and Partner relative to business recommendations resulting from testing performed and information gathered.
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
Successful candidates will have:
Bachelor's degree in accounting or an undergraduate degree with sufficient coursework to sit for the CPA exam
CPA preferred or actively pursuing completion of exam
Two (2)+ years of experience providing financial statement auditing services within a public accounting firm
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 preferred
The compensation range for this role is $78,000 to $131,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$78k-131k yearly Auto-Apply 42d ago
Senior Manager, Private Equity Fund Services
Baker Tilly Virchow Krause, LLP 4.6
Houston, TX job
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:
The Private Equity Fund Services (PEFS) Senior Manager is responsible for overseeing the day-to-day operations of private equity client deliverables, which includes quarterly financial reporting, capital call and distribution calculations and the related notices, carried interest calculations, management fees and other complex fee calculations, reviewing fund liquidity and treasury requests on a recurring basis, as well as ad-hoc investor relations requests.
Additionally, the PEFS Senior Manager will be responsible for managing client relationships, which include serving as an escalation point for both internal employees and clients. This position will require regular interaction with clients, team members, and internal management. This position requires a mastery of complex private equity fund accounting skills, the ability to oversee the complete financial reporting and capital call/distribution process and will have direct management and oversight of the teams' seniors and associates. This position will serve as a resource to other members of the team and will provide guidance, coaching, training, and additional support as needed.
Responsibilities:
* Oversee and review the preparation and distribution of quarterly financial statements to investors of the Fund.
* Oversee and review the preparation and distribution of quarterly investor capital statements to investors of the Fund.
* Oversee and review the preparation of schedules to support the general ledger balances reported in the quarterly financial statements.
* Oversee and review the preparation and distribution of capital call notices to investors, notifying them when contributions are due and ensuring the capital call adheres to the Fund's Operating Agreement.
* Oversee and review the preparation and distribution notices to investors, notifying them when proceeds will be received and ensuring the calculation adheres to the distribution provisions of the Fund's Operating Agreement.
* Understand and interpret terms set forth within a Fund's Operating Agreement.
* Calculate and review complex waterfall structures and associated carried interest.
* Calculate management fees owed to the management Company for investment and portfolio management services provided to the Fund. Ensure such management fees are paid promptly and timely.
* Communicate directly with the Fund's General Partners (or Managers) and respond promptly to their requests, providing them with requested information.
* Complete required regulatory forms to ensure the Fund is in compliance; compliance includes debt covenants with lenders, regulation requirements, or any other compliance provisions stipulated in the Fund's Operating Agreement.
* Review investment agreements to confirm the purchases and sales agree to the cash movements at the Fund level.
* Interact with auditors and provide them with reports/support to assist them during the year end audit.
* Complete audit confirmations to satisfy procedures performed for the audits of investors or the Fund.
* Ability to multi-task between different tasks, client deliverables, and internal demands throughout the day.
* Provide supervision, guidance, and coaching to the team, including regular training support as needed.
* Continually update job knowledge by participating in educational opportunities; internal company and team trainings; maintains personal networks; and participate in professional development opportunities.
* Demonstrate an ability to take on additional duties as assigned by management.
* Demonstrate mastery of technical skillset including use of Excel and other software utilized by PEFS.
* Demonstrate mastery of subject matter when advising clients on various client questions or concerns.
* Consistent resource for other team members with regard to technical questions or questions pertaining to team processes and procedures.
* Conduct ongoing team trainings while providing input as to the continued training and opportunities at a global company level.
* Provide daily leadership across the team and the organization.
* Serve as escalation point for internal team members and for the client relationships.
* Assist and, at times, lead new business development objectives.
Qualifications:
* 10+ years' (relevant) experience in Accounting or related field
* 2+ years' supervisory experience in the following: performance management (including coaching, staff management, performance review delivery etc.), training, talent acquisition, and retention
* Minimum of a Bachelor's Degree in Accounting or related field
* Advanced degree (MBA or MSA) in Accounting or related field strongly preferred
* Certified Public Accountant (CPA) license is strongly preferred
* Experience in forecasting and budgeting during an accelerated growth period
* Proficient in Microsoft Office Suite with knowledge of Investran or other private equity accounting software is considered a plus
* Ability to multitask, time management, attention to detail, planning and problem solving skills required
* Ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients
* Ability to work in a fast-paced environment and handle/manage multiple team and individual priorities and deadlines
* SBIC (Small Business Investment Companies) Compliance preferred
The compensation range for this role is $179,850 to $340,970. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
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$109k-141k yearly est. Auto-Apply 11d ago
Associate, Private Equity Fund Services
Baker Tilly Virchow Krause, LLP 4.6
Houston, TX job
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:
Our Private Equity Fund Services team is seeking to add a Associate to their team! Baker Tilly's private equity fund services (PEFS) group provides comprehensive fund administration services including fund accounting, financial reporting, waterfall administration, capital event management, investor relations, treasury services, and general back-office consulting for investment firms.
* Perform monthly/quarterly review of property financials and GL provided by client's property accounting teams.
* Records daily journal entries and reviews cash reporting
* Assists in the preparation of periodic reporting packages (monthly, quarterly and/or annual, as required), including schedules to support the general ledger balances for management approval
* Assists in the preparation of periodic (monthly, quarterly and/or annual, as required) financial statements for management approval
* Assists in the calculation of management fees owed to the management Company for investment/portfolio management services provided to the Fund.
* Prepares quarterly investor capital statements for management approval
* Prepares capital call calculations and notices to investors for management approval, uploads the notices to the investor portal and monitors the receipt of funds
* Prepares distribution calculation and notices to investors for management approval, uploads the notices to the investor portal and monitors the bank transfers
* Prepares and reviews correspondence with client investors to address inquiries, as needed
* Able to work with auditors and provide them with reports/support to assist them during audit
* Manages client investor portals
* Coordinates and completes special projects, as directed by management
* Performs other duties as assigned
Qualifications
* BA/BS in Accounting or related field required
* CPA license (or in process) preferred
* One (1)+ years of experience with a public accounting firm, investment bank, or the financial services industry (or general interest in supporting private equity fund operations and accounting)
* One (1)+ years of experience with commercial real estate accounting experience. Exposure to property-level and ownership accounting is required
* Excellent communication, time management, planning, and problem-solving skills and the ability to multitask required
* Must have strong research and analytical skills and current knowledge of US GAAP and/or IFRS
* Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients
* Strong organizational skills with excellent attention to detail
* Requires ability to work both in team environment and independently
* Eagerness to learn and strong work ethic
* Must be able to work in a fast-paced environment and handle multiple priorities and deadlines
* Experiences with Investran or Yardi preferred
$47k-82k yearly est. Auto-Apply 11d ago
Experienced Associate- Sales/Use Tax
Baker Tilly Virchow Krause, LLP 4.6
Houston, TX job
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:
Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for an Experienced Sales/Use Associate to join our growing State & Local Tax (SALT) practice in Texas!
Our SALT practice is made up of professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Unclaimed Property and Voluntary Disclosure & Remediation by industry needs. As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow.
The Sales and Use Tax Consultant's primary responsibilities are to identify Sales and Use tax savings opportunities for multi-state clients and direct staff in day to-day operations. The incumbent will be meeting with clients and/or taxing authorities, preparing correspondence, researching issues, completing data reconciliations, making taxability decisions and preparing tax authority filings.
You will enjoy this role if:
You would like to work directly with firm leadership to support middle market and fortune 500 companies with sales & use tax issues and compliance
You are looking to be part of a fast growing, state & local tax practice who is also down-to-earth and thrives through collaboration
You want to be part of firm that values specialty tax practices and is invested in your success, providing the resources and support for you to grow now, for tomorrow
What you will do:
Prepare sales & use tax forms and resolve outstanding tax issues for middle market and Fortune 500 clients and ensure they are in compliance with applicable state tax laws. This includes:
Prepare and file state and local sales tax returns for various jurisdictions for multiple clients
Perform research on relevant tax law
Interact and manage multiple clients in a deadline-oriented environment while maintaining exceptional accuracy and attention to detail
Analyze large amounts of client data
Maintain internal relationships with colleagues, other service lines and engagement/project teams
Develop and retain technical tax expertise
Proactively identify and communicate issues as they arise
Maintain a positive and "team player" attitude
Become familiar with and adhere to the firm's policies and procedures
Apply a working knowledge of various computer applications
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 externally with clients
Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
Bachelor's degree in accounting, finance, business, economics, or related math degree required
Minimum (1) one year experience in public accounting or industry completing and reconciling multi-state sales and use tax returns and performing research on taxability law preferred
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
There is currently no immigration sponsorship available for this position
The compensation range for this role is $63,200 to $119,820. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location
$63.2k-119.8k yearly Auto-Apply 7d ago
Financial Reporting Manager
Baker Tilly Virchow Krause, LLP 4.6
Houston, TX job
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:
We are seeking a Financial Reporting Manager to join Baker Tilly's Internal ControllershipTeam. This position requires a demonstrated ability to apply problem-solving techniques to resolve issues, communicate effectively, work collaboratively with cross-functional teams, and escalate matters to the appropriate stakeholders.
The Financial Reporting Manager will also advocate for continuous improvement and embrace change management with specific processes and tools, all in support of a growing and dynamic organization.
Key Responsibilities (not all-inclusive):
* Oversee preparation of individual affiliate financial statements, ensuring compliance with US GAAP and other regulatory requirements.
* Ensure unique accounting transactions specific to Baker Tilly affiliates are appropriately presented for both internal and external reporting purposes.
* Coordinate the preparation and review of non-financial statement regulatory filings.
* Prepare research memos on international accounting standards and proper accounting treatment for transactions in non-US countries including the United Kingdom, India, Singapore, and Australia. Conduct analysis on differences between international standards and US GAAP.
* Coordinate and review financial close processes, ensuring accuracy, completeness, and timeliness of reporting.
* Drive process improvement initiatives to enhance efficiency, automation, and standardization of accounting operations worldwide.
* Monitor changes in accounting standards and regulatory requirements, providing guidance and training to global finance teams.
* Develop, mentor, and inspire a high-performing, diverse accounting team, fostering a culture of continuous learning and excellence.
Qualifications:
* Bachelor's degree in accounting required
* CPA license strongly preferred.
* 5+ years of progressive technical accounting or financial reporting experience, with strong knowledge in US GAAP and strong understanding of international accounting and reporting complexities.
* Demonstrated ability to prepare and review technical accounting memos and consolidated financial statements.
* Strong communication skills and executive presence.
* Excellent analytical, problem-solving, and critical-thinking skills.
* Ability to work independently in a fast-paced environment with strict deadlines.
* Commitment to continuous learning, confidentiality, and ethical standards.
* Proficiency in MS Office Suite (Excel, Word, PowerPoint, Project).
The compensation range for this role is $98,230 to $186,220. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$98.2k-186.2k yearly Auto-Apply 7d ago
Associate-Finance and Accounting BPO/Managed Services
Baker Tilly Virchow Krause, LLP 4.6
Houston, TX job
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:
As an Associate in our Mid Market Outsourced Accounting & Advisory Services practice, you will be a vital member of a high-performing team, providing best-in-class accounting and advisory services to our clients. You will support the day-to-day financial operations for multiple clients, ensuring accuracy and efficiency in a cloud-based environment. This role is a fantastic opportunity for an early-career professional to gain hands-on experience, develop technical accounting skills, and contribute to a collaborative, client-focused team. You will be responsible for a variety of tasks that contribute to the overall financial health and strategic goals of our clients.
Key Responsibilities
* Transactional Accounting: Perform daily and weekly accounting tasks, including accounts payable (P2P), accounts receivable (O2C), bank reconciliations, and expense management.
* Financial Reporting Support: Assist in the preparation of monthly, quarterly, and annual financial statements and other key reports for clients.
* Process Improvement: Contribute to the implementation of process improvements to streamline workflows and enhance efficiency.
* Data Management: Accurately classify, record, and summarize financial data, ensuring the integrity of financial records.
* Client Collaboration: Work closely with the engagement team and client contacts to gather information, clarify requirements, and ensure timely completion of tasks.
* Documentation: Support the creation and maintenance of standardized desktop procedures and process documentation.
* Problem-Solving: Assist in troubleshooting and resolving accounting issues and discrepancies.
Qualifications
* Education:
o Bachelor's degree in Accounting, Finance, or a related field is required.
* Experience:
o Relevant internship - 2 years professional work experience in an accounting or finance role is a plus.
o Experience in MS Office Suite, and ERP systems (e.g. Workday, SAP, Oracle, QuickBooks Online, Sage Intacct, NetSuite) as a plus.
* Skills:
o Foundational knowledge of Generally Accepted Accounting Principles (GAAP).
o Strong analytical and problem-solving abilities with a keen attention to detail.
o Excellent organizational, communication, and interpersonal skills.
o Ability to work effectively in a fast-paced, team-oriented environment.
o A proactive and adaptable mindset with a strong commitment to continuous learning.
$60k-85k yearly est. Auto-Apply 60d+ ago
Senior Project Accountant - Client Accounting Services, Real Estate
Baker Tilly Virchow Krause, LLP 4.6
Houston, TX job
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 ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way? We're looking for a Senior Project Accountant to join our outsourced client accounting practice. In this role, you will work in a cloud based environment and serve as a Project Accountant 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
This role is a fit for you if you are:
* Looking to work within a team environment to help serve our clients as their outsourced accounting leader.
* A creative problem solver who enjoys learning new businesses and has the desire to become an advisor to clients in order to help them achieve their goals and dreams.
* Organized and able to push for high quality, efficient and profitable client engagements.
* A team player with strong communication skills and desire to work collaboratively with others to meet client needs.
* An accounting professional who enjoys staying on top of accounting trends and best practices.
* A detail orientated team member who can successfully work on multiple clients and juggle competing priorities.
* Passionate about learning and growing and someone who wants to offer best in class service to our clients.
What you will do:
The Senior Project Accountant is a key team member within Baker Tilly's CAS Real Estate outsourced real estate property accounting practice. Responsibilities include, but are not limited to, the following:
* Coordinate Draw Request including, but not limited to Remittance Requests, Vendor Invoices, Lien Waivers, Change Orders and Identification of Funding Sources
* Roll forward the Sworn Owner's Statements (SOS)
* Input hard costs and soft costs, including the construction management fees which are to be computed and an invoice prepared
* Identify reimbursement costs, batch all hard & soft costs in the SOS into a single batch
* Submit copies of the Draw Request to the inspecting architect, title company and Investors / Partners as directed for approval
* Request debt as per the client approved SOS
* Confirm all funds (e.g. Equity and Tenant Funds not directed to be deposited to the title company) have been received
* Prepare a Funding Request to fund Draw Request and submit for approval of same.
* Notify vendors of the release of funds as soon as the title company releases funds to vendors
* Review hard and soft costs on the Draw Request as follows;
* Identify each invoice with a draw number that corresponds to the Draw Request being issued;
* Review the coding on all vendor payments to ensure it is properly coded to the correct Fixed Asset (e.g. Land, Land Improvement, Bldg Improvement, Development Costs, Soft Costs, Lease cost or expense);
* Include the proper description on each invoice (e.g. General contractor, permits, consulting, engineering, utilities, etc.);
* Ensure proper Job Cost Code is inputted on each vendor payment;
* Ensure that the total to be funded on the SOS reconciles to the batch total in AvidXchange payment file prior to exporting the batch to Yardi;
* Review of Draw Request for accuracy and completeness ensuring that all vendor invoices reconcile to the SOS
* Reconcile AvidXchange batch to the total that the title company is releasing. When the above is reconciled, export the batch from AvidXchange to Yardi.
* Record the Draw Request as follows;
* Record the wire transfers made per the funding request into general ledger module via manual recording or automated upload;
* Record and post receipt of funds from equity partners into the general ledger module (Debit Cash / Credit Ownership Contribution);
* Prepare, review and post the invoices from AvidXchange to Yardi via a 'manual' check run of which said posting shall equal the amount paid to the vendors (less any reimbursements as applicable and permitted by the lender) on the SOS. Debit to capital or expense accounts and credit to draw clearing account
* Prepare, review and post the Draw Request made by the title company representing the loan proceeds disbursed. Debit to Draw Clearing Account and Credit to loan payable or representing the equity funding from the property; Debit to Draw Clearing Account and Credit to 1110 (or applicable operating cash account).
* Record interest expense (capitalizing where necessary) and increase the loan payable accordingly
* Ensure that the loan payable reconciles to the loan statement and post the interest payment in the general ledger module.
* Reconcile the general ledger (Fixed Asset -WIP accounts) to the cumulative Draw Requests, including all non-Draw related items (e.g. capitalized interest, capitalized depreciation & amortization, etc.)
* Reconcile all construction activities to the Fixed Asset -WIP accounts including all non-draw related activity (e.g. capitalized interest, capitalized depreciation and amortization, etc.)
* Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate.
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
* Act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client.
* Continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues.
* Assist with the training and counseling of team members, and with developing performance measures that support the team's strategic direction. Assist in developing and maintaining a culture of teamwork, client service and effective problem solving.
* Comply with continuing education requirements; participate in professional organizations, independent study, etc. and integrate new knowledge and skills into daily work and share with colleagues as appropriate.
* Invest in your professional development individually and through participation in firm wide learning and development programs
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
* Assist in ad-hoc projects and activities where necessary and/or appropriate to foster growth and best practices of the business unit
Qualifications:
* Three (3)+ years well-rounded experience in a Real Estate Accounting firm will provide an edge in joining this firm committed to quality client service.
* Bachelor's degree in Accounting or related field; CPA is preferred
* Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records.
* Real estate property accounting experience, preferred.
* Proficient with MS Office software
* Critical thinking ability and a track record of solving problems and driving projects to completion
* Ability to communicate information succinctly and anticipate and resolve issues/problems on a proactive basis.
* Aptitude to be detail-oriented, yet flexible, in a dynamic environment with a focus on meeting deadlines.
* Excellent collaborative skills to work in partnership with colleagues and across various departments
* Strong work ethic with the highest degree of honesty, integrity and discretion
* Possess excellent collaborative skills to work in partnership with colleagues and across various departments.
* Eligibility to work in the U.S. without sponsorship.
#LI-EH1
#LI-Hybrid
$66k-88k yearly est. Auto-Apply 13d ago
Risk Advisory Services Principal
Bakertilly 4.6
Houston, TX job
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 interested in joining one of the fastest growing public accounting firms?
Are you interested in being part of a National Practice in a premier Risk Services Practice?
If yes, consider joining Baker Tilly (BT) as a Risk Advisory Services Principal. Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, IT, and cybersecurity best practices.
As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial principals in our field. If you are invigorated by these exciting challenges, then this could be the right opportunity for you!
What you'll do:
Provide leadership, management and strategic direction with a focus on providing an exceptional client service experience, an environment where associates can learn and grow and financial success obtained through growth and sound fiscal decision making
Translate firm vision and strategy into an actionable business plan, provide specific objectives to be accomplished and monitor progress
Team with marketing to develop sales and marketing plans, investigate and pursue areas for expansion of services within existing client base while also pursuing new clients, actively participate in proposals
Coordinate firm resources to ensure the best products and services are provided to clients
Ensure your team members are provided with meaningful training and development opportunities, are appropriately challenged by increasingly complex work, are presented with timely and thoughtful feedback and are positively recognized for their efforts
Oversee the profitability of the practice to include effective utilization of personnel, appropriate rates for services provided, timely collection of fees
Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed:
Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement
Think independently and strategically about your clients' business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes and business objectives
Provide strategic business advice to clients by assisting in the implementation of new processes and controls that address key risks
Assess, manage and optimize business risk across a wide range of areas, including operational audit, enterprise risk management (ERM) and SOX compliance
Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients
Be responsible for significant new business development, including identifying, sourcing, pursuing, and winning risk advisory opportunities
Produce comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies
Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service
Lead professional and effective presentations to internal and external audiences
Qualifications
Strong candidates are recognized industry experts with well-rounded experience working with risk services, specifically:
Bachelor's Degree in Accounting, Accounting Information Systems, or related program
CPA or CIA designation(s) required
Twelve (12)+ year(s) experience with risk advisory, internal/external audit, business process reengineering, and/or internal controls, with internal audit experience in the energy, technology, real estate, or healthcare preferred
Seven (7)+ year(s) of supervisory experience, mentoring and counseling associates
Successful track record of building and growing a Risk Advisory practice, including building a team, a client base and managing revenue
Proven track record of new business development
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Ability to travel as needed for client engagements