Whitley Penn jobs in Plano, TX

Whitley Penn, a leading CPA and Consulting firm, is looking for a Forensic, Litigation and Valuation Services (FLVS) Director to join our team. Our FLVS team offers a full range of litigation support services related to financial matters as well as forensic and valuation services outside of a litigation context. We're looking for a Director to join our family law group, specializing in helping attorneys and their clients understand and resolve the complex financial issues related to marital property and divorce-related financial issues. How We Work Whitley Penn has become one of the region's most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job. How Will You Make an Impact? * Direct forensic accounting, litigation support and valuation engagements, primarily related to marital property and divorce-related financial issues, as well as other investigations and valuations that cover business and intangible asset valuations prepared for business planning, tax, financial reporting, and litigation-related purposes. * Identify issues, communicate with Managing Directors on the direction of the case, and make strategic recommendations, exercising strong analytical skills for details and risk. * Deliver complete reports to the Managing Director for review as if it is going to the attorneys/clients and should be accompanied by relevant supporting documents. * Prepare the testifying expert for depositions and trials, ensuring the file is well-organized and all work papers and important documents are compiled in a binder for a quick and easy review by the testifying expert. Work closely with the testifying expert in developing an outline for testimony and demonstrative exhibits for trial. * Initiate business development activities and developing an internal and external circle of influence; participate in networking events, marketing events, and training. * Lead departmental training for associate level professionals and fostering a learning environment of continuous improvement. * Review the work of Associates and provide feedback for corrections and changes, if needed. * Review formatting of schedules prepared (e.g. extra lines deleted, consolidation of information, etc.), spell check and foot and cross foot numerical totals for accurate financial information analysis. Ensure staff's work is completed in timely manner. * Assist in recruiting, developing training material, and acting as an instructor in professional development programs. How Will You Get Here? * 5+ years of progressive experience in accounting and/or finance culminating into a leadership role including management experience, preferably in a consulting environment. * Bachelor's degree in accounting or finance. * An advanced degree in a related field or a CPA license is a plus. * Broad background and knowledge in litigation support /expert services. * Proficiency in use of technology and accounting programs including MS Office. * Effective written and oral communication skills. * Project Management skills. * Desire skills to manage and lead teams. * Ethics and compliance. * Problem solving. * Financial standards, models, and tools. * Interest in continually learning and gaining knowledge. Why Should You Apply? * Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans) * Voluntary Dental and Vision Insurance * 17 Annual Firm holidays, including extended breaks around July 4th and year-end * 25 days PTO * Paid Maternity and Parental Leave * 401(k) with Profit Sharing * Discretionary Bonus Program * Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees * Health & Wellness Program * Pet Insurance Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need. #LI-ONSITE

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: In the role of a CSM, this individual will be responsible for the overall satisfaction and coordination of services for a particular group of clients. This includes the positioning of new services and solutions for client consideration. This role will also serve as the main Point of Contact for any operational or escalation-related matters. The CSM will align closely with fellow Baker Tilly professionals across multiple service lines in architecting value for the business and its stakeholders. You will enjoy this role if: * You have a strong passion and desire to understand client challenges and position key Advantage and firm services to meet the clients' current challenges. * You enjoy building strong relationships with clients and getting to know them * You like to serve as a business advisor and trusted sounding board for clients * You are motivated to help your client proactively identify their needs and propose solutions to help grow their business * You enjoy building internal relationships that will help a clients' business thrive. By partnering with internal colleagues in Client Accounting Services, Vantagen, Digital, Private Wealth, Tax, and/or others you will help coordinate timely delivery of solutions across service lines. You will have an opportunity to: * Build and maintain strong relationships with clients that include ensuring an efficient onboarding process, ongoing training, escalated issue management, continued evaluation of Baker Tilly success thru managing current services and future offerings (70% - proactive client relation building) * Communicate client needs or concerns to the appropriate Baker Tilly person and ensure timely resolution * Closely partner with internal colleagues to share clients' business needs and identify potential new opportunity to expand the clients' portfolio of Baker Tilly solutions/products * Support marketing and sales teams with information and/or share information with clients * Utilize data and metrics to facilitate an client business review * Help shape the strategy and direction of the client relationship through research and analysis (e.g., revenue, market and competitive trends, and customer insights). Successful candidates will have: * Bachelor's degree in a related field or equivalent years' experience in Client Success within a similar organization, required. * 1-3 years of experience in Client Success or Account Management * Knowledge of Salesforce preferred * Proven success in growing and maintaining client accounts * Demonstrated ability to manage difficult conversations and help provide resolutions

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: It's an exciting time to join Baker Tilly! We are looking for a Senior Manager to join and oversee our Client Accounting Services (CAS) practice. This role will manage all phases of engagement planning and administration for large, complex engagements as well as concurrent engagements. This includes assisting in the effective management of the engagement's staff. Extensive knowledge and application of a specific professional field in an area such as finance, information technology, operations management, supply chain management, employee benefits, public-sector utilities, etc., is required to perform this job. The work is performed within a complex professional field in which information is often not readily available, requiring the highest-level of understanding of a specific professional field. Independent judgment and discretion are required and the work is complex and varied. Serve the Client - understand and exceed our client's needs both internal and external. Plan and manage multiple large projects, programs and engagements independently and autonomously. Identify project risks and develop appropriate mitigation plans. Effectively leverage the roles of engagement Partner/Principal, quality management and subject matter resources in planning, executing, and managing project/engagement activities. Effectively manage the overall financial health of the project. Lead the project / engagement staffing process based on client needs, staff development, availability, and skill requirements. Where appropriate, engage “hands-on” in the development of deliverables and other work packages. Review deliverables with project team members and provide constructive feedback.Lead strategic client communication needs (i.e., steering committee). Coach team on communication expectations for each project and client. Engage clients in difficult conversations when required, appropriately challenging client/sponsor thinking to achieve best solution and manage risk. Act as a trusted advisor to senior executives in client organizations. Introduce change management to clients as part of a complex project, working with the client to build sponsorship of change efforts. Identify unique change needs and work collaboratively to manage change and ensure alignment with engagement and client needs. Develop comprehensive and/ or complex communication plans adapted to each project and client. Grow the Business - contribute to our practice relationships and growth by understanding the market and business impact. Lead by example in demonstrating a client focus, sense of urgency related to sales, business development, and growth. Actively promote a growth and sales orientation to the team. Regularly engage clients in business based conversations to understand needs, challenges, and opportunities. Proactively shape sales efforts leveraging the insights gained through sales research and POV development. Work collaboratively in the sales process to bring best thinking and expertise to each client opportunity. Actively manage personal and/or team based pipelines, applying forecasting, pipeline and opportunity management. Lead business development activities on behalf of team and/or market/service offerings. Adapt mix of business development activities based on needs of team, market/service offering and assets to work with (referral sources, personal network, marketing, etc.).Develop appropriate internal relationships with Firm Partners, Business Developers, Senior Leaders to promote internal referral opportunities and collaboration. Continually enhances and nurtures professional network based on the needs of team and market/service offerings. Lead the creation of strategic, winning proposal approaches, solutions, staffing and pricing. Customizes proposal responses to fit unique client and project situations. Work with Principals, Partners, and Team Leader to establish strategic pricing and investment approaches for each project and client opportunity. Work with team and/or channel, referral source leadership to define program and plan specific to a market/service offering area or team. Work with channel, referral source counterparts to orchestrate co-selling and co-marketing activities. Evaluate progress and effectiveness of channel, referral source activities and adjusts accordingly. Work with team and/or leader to adjust channel referral strategies and plans based on changes to the channel or source (reorganizations, new personnel, new product additions, strategic changes, etc.). Work with team marketing and leadership to establish overall marketing plan specific to the needs of the team or market/service offering area. Participate in marketing campaigns for your respective market/service offering area (working with Marketing). Evaluate the effectiveness of marketing activities and adjusts marketing mix and spend accordingly. Work with client Relationship Manager (RM) to foster the client relationship and develop growth plans adapted from standard SAM toolkit. Drive sales, growth, relationship management activities within select clients. Lead execution and management of SAM creation process and monitoring of SAM activities. Run the Business - contribute to daily operations and management of a predictable and profitable business. Manage all business drivers in a professional services organization in order to operate efficiently and effectively: sales, labor, utilization/capacity, strategic pricing, expense management, CPE, and innovation investment. Review and/or manage client and project billing process for each engagement on a timely basis. Actively manage financials, WIP, AR, planned vs. unplanned write downs, and team expenses and takes ownership of the related processes. Accountable for project inspection preparation activities as appropriate, and facilitate lessons learned discussions. Ensure that deliverables meet quality standards. Ensure that individual / team work is in compliance Develop our People - prioritize talent development, effectively develop your capabilities and those of others. Lead by example in all core values: Collaboration, Integrity, Passion, and Stewardship. Use upward and 360 degree feedback to continue to develop management and leadership skills. Create a learning and teaching environment. Provide timely, constructive feedback to junior staff members. Develop broader talent strategy and management plans for teams and/or market/service offering. Participate in the development and execution of recruiting strategies, take full ownership and consistently make sound recruiting decisions. Develop compelling recruiting profiles for attracting new and experienced hire candidates. Execute our Strategy - deliver on the vision, values, strategies and goals of the business. Interpret overall Firm & Practice vision and strategy and align to a team and/or market/service offering strategy. Clearly communicate the strategies effectively and execute/adapt strategies, as needed. Lead input activities to business planning process. Participate and contribute to Firm business planning process via our group's required contributions. Lead and drive progress on initiatives with strategic guidance from Partners/Principals. Leverage Firm and team's market/service offerings, capabilities, and industry expertise to address existing or new client challenges. Interpret market/service Specialized / Technical - develop and apply knowledge unique to a team, market/service offering or client services focus area. Subject matter expert in specialized area. Consistently apply specialized knowledge in the evolution and advancement of our market/service offerings and identification of potential new market/service offerings. Maintain the highest level of technical competence in the specific technical knowledge competencies / skills for the team. Qualifications Bachelor's degree in a specialized field required. Master's degree preferred. Minimum of ten (10) years of related experience; previous related industry and consulting experience highly preferred; a minimum of five (5) years of supervisory responsibilities highly preferred. Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required. Strong technical accounting experience or past audit experience a plus GAAP knowledge Experience in Sage Intacct Experience in QuickBooks, BILL, Ramp, NetSuite and/or Expensify a plus 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 decompose scope into detailed activities and deliverables, then conduct work package handoff to delivery resources from Baker Tilly, client team, and third party vendors Superior ability and proven effective oral, written, and interpersonal skills computer software skills appropriate to the specific field Flexibility to travel to client site as needed and work outside of normal business hours due to client demands

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 Senior 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. 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 3+ 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) 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 Knowledge of Investran or other partnership accounting software a plus #LI-AB1 #LI-Hybrid

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities: Serve on client projects and assist in management of client relationships. Document and analyze processes, internal controls, and workflow in order to identify opportunities for improvement. Perform research into best practices, operational polices, and organizational design. Interview clients to better understand processes and to recommend improvements. Support project managers in day to day service delivery. Research issues and prepare whitepapers on current industry trends and issues. Effectively support the presentation of conclusions and recommendations using visuals and written content. Assist in development of articles, sales proposals and presentations for new business development and client purposes. Staying current with firm administrative requirements. Qualifications: Bachelor's degree required, Master of Public Administration (MPA) or Master of Business Administration (MBA) highly desired. A strong work ethic and willingness to take on a variety of roles and levels of responsibility in a dynamic and entrepreneurial setting. Five to Ten (5-10) years prior experience in a government organization preferred (state government, municipality, utility, k-12 schools, etc..). Specific experience with MS Office Suite, specifically Excel, Word, and PowerPoint. Strong writing skills, specifically in regard to summarizing analysis and making recommendations. Excellent interpersonal and communication skills. Ability to demonstrate commitment to continuous learning in order to stay current regarding strategies and regulations, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties. Ability to travel to client sites as needed.

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: Private Equity Fund Services (PEFS) - System Administrator and Onboarding Lead Description The PEFS System Administrator and Onboarding Lead is responsible for overseeing, administering, and optimizing the platforms general ledger software, Private Capital Suite (fka “Investran”), and the corresponding investor portal, Digital Data Exchange (“DX”). As the system administrator, this individual will ensure certain system automations are set-up correctly, security protocols are being followed in maintaining and storing client data, user access is appropriately managed and will support tailored reporting needs across the fund administration practice. Additionally, this role will lead the “transitions” team, ensuring seamless client onboarding and the delivery of customized reporting solutions through the Investran and DX platforms. This position will require regular interaction with clients, internal team members, vendors, and firm leadership. It also demands a strong understanding of Investran, private equity fund structures, project management skills, and the ability to translate client-specific reporting requirements into scalable solutions. This role could include direct oversight of transition team members, while serving as a resource for technical system support and onboarding strategy. Strong soft skills are essential, as the role involves frequent pivoting between system troubleshooting, client-facing responsibilities, internal team leadership, and, potentially, managing junior team members. Additionally, this role will support business development efforts by contributing to prospect onboarding strategies and enhancing client satisfaction through customized reporting and efficient system implementation. Key Responsibilities Platform Administration & Optimization Manage system access, controls, data integrity, and reporting within Investran and DX Enforce security and SOC 1 compliance protocols Build custom reporting + support workflow automation and scalability improvements Act as SME and escalation point on platform functionality and technical issues Client Onboarding & Transition Leadership Lead end-to-end onboarding and historical data migration Translate operating agreement terms into accurate set-ups (fees, waterfalls, etc.) Coordinate with internal teams to ensure accurate, efficient implementation Stakeholder & Team Enablement Provide training, support, and guidance to team members Partner with leadership on system strategy and enhancements Maintain strong, responsive communication with clients and internal stakeholders Risk, Controls & Innovation Maintain system SOC 1 control compliance Stay current on PE technology and emerging tech (APIs, AI enablement) Support business development and prospect onboarding strategy Qualifications 7+ years' (relevant) experience in fund administration, accounting, or related field. 3+ years' (relevant) experience in using Investran and DX - includes preferred experience with SSRS reports and excel macros. Minimum of a bachelor's degree in accounting or related field. Advanced degree (MBA or MSA) in accounting or related field is strongly preferred. Certified Public Accountant (CPA) license is preferred. Proficient in Microsoft Office Suite. Project management experience and has track record of meeting deadlines. Preferred experience with Investran Live and implementing two-way API integrations. Preferred experience with Tableau reporting dashboards. Experience with building AI agents is a bonus but is not required. Experience with operating in a SOC 1 control environment. Required skills include ability to multitask, time management, attention to detail, planning and problem solving. Ability to communicate and interact professionally and effectively through written and oral communication with internal and external stakeholders. Ability to work in a fast-paced environment and handle/manage multiple team and individual priorities and deadlines. The compensation range for this role is $124,910 to $236,800. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. #LI-AB1 #LI-Hybrid

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities: The main responsibilities of this role is to provide direct support and consulting to our payroll clients. This role is expected to understand payroll in depth and to maintain knowledge of payroll practices and laws so as to provide better service and information to our clients. Under the supervision of the Payroll Supervisor, this role is expected to be independently managing their client relationships, however, when needed, escalating issues or challenges for prompt resolution. Client Service & Deliverables Ensure client payroll information is accurate within their specific payroll system and resolve any discrepancies Review and/or process payrolls in a timely manner to meet client deadlines to include updating employee records, calculating/paying bonuses or severance, reviewing accuracy of federal and state income related tax calculations, and reconciling payroll deposits, tax withholdings, wage garnishments, etc. Prepare reports of employee earnings, taxes, deductions, and employer's contribution for social security and unemployment Client Service Establish strong and trusted client relationships by effectively consulting with clients on all payroll related matters Maintain confidence of employee data by keeping all information confidential Accurately convey detailed information in both written and verbal format Provide technical software support to clients Identify and accurately capture out of scope work Identify new opportunities to expand services to clients Implementation & Technology Be an additional resource to the implementation team when needed Interviews clients to gain understanding of payroll needs Manage new client implementation projects, ensuring timely completion and client satisfaction Train clients on payroll processes as necessary Individual and Team Development Be a resource to new hires and/or less experienced staff as it relates to clients, software, payroll, and/or processes Provide honest feedback to new hires/less experienced staff in a timely manner Help build team capabilities and knowledge by sharing insights and lessons learned Research and maintain product knowledge on ADP software platforms Maintain current knowledge of local, state, and federal practices and laws Qualifications: 1-3 years of relevant payroll experience; associate or bachelor's degree preferred. Experience in lieu of degree considered Experience with ADP software platforms desirable Working knowledge of Outlook and Microsoft Office Suite (Word, Excel, PowerPoint) Highly detail oriented and focused on accuracy Strong organization and time management skills Strong adaptability and multi-tasking skills Ability to effectively work in a deadline driven environment serving multiple clients Ability to provide exceptional client service Strong written and verbal communication skills; appropriately and professionally communicates with all levels Ability to learn new technology and processes quickly Ability to learn from experiences and integrate new knowledge and skills into daily work and share with colleagues as appropriate

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 Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Senior State & Local Tax Associate to join our growing State & Local Tax (SALT) practice! Candidates for the Senior Consultant position must possess a successful track-record of experience in the Business Personal Property (BPP) Tax market. Candidates must be able to work in a deadline driven, fast-paced, and dynamic work environment. Responsibilities include but are not limited to filing returns, reviewing returns, appealing assessment notices, and processing tax bills. The Senior Consultant is responsible for ensuring client appeals are handled appropriately and working with the team to apply proper valuation methodologies. Essential Duties and Responsibilities Manage complex BPP filings in multiple states File appeals, maintain appeal calendar, and attend hearings Successfully navigate Freeport Exemption filings where applicable Negotiating with assessors on multi-state portfolios Consistently exceed client service expectations Manage and motivate staff to achieve desired results Attain mastery of software updates and changes, specifically OneSource/PTMS Develop and preserve positive relationships with assessors and clients Create and update files and records, while tracking tax appeal deadlines Verify that values fall within established guidelines Maintain hearing schedules as required Manage the processing of tax bills timely and accurately Participate in team projects by taking ownership of assignments Ensure all team matters are completed in a timely manner Commitment to working in a dynamic, deadline driven environment Requirements: Highly detail oriented Strong analytical and technical skills Ability to work independently with minimum supervision Excellent Communication Skills Education and Qualifications Bachelor's degree in Accounting, Business Administration, Finance, or related field preferred Pursuing CMI. Advanced skills in Microsoft Word and Excel Excellent verbal and written communication skills Ability to meet travel requirements of the job Previous OneSource/PTMS software experience is required The compensation range for this role is $74,660 to $141,560. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Whitley Penn, a leading CPA and consulting firm, is seeking a dedicated individual who excels at meeting deadlines and demonstrates strong attention to detail and accuracy, all while maintaining a positive attitude. The ideal candidate will be professional, adaptable, punctual, and reliable, supporting our fast-paced and detail-driven litigation support team. A paralegal degree or certificate is required. JOB DETAILS: * Title: Paralegal * Classification: Full-time; Exempt * Department: Forensic, Litigation, and Valuation Services * Location: Fort Worth * Office Expectations/Hours: Fully in-office position; general work schedule is Monday - Friday, 8 hours/day between 8am to 5pm with overtime, as needed. How We Work Whitley Penn is one of the most distinguished and fastest growing public accounting firms in Texas. We promote collaboration, open-door policy, and encourage entrepreneurial thinking. Employees learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. How Will You Make an Impact? * Manage a docket log with multiple deadlines for the litigation support department * Manage incoming/outgoing correspondences with law firms to ensure deadlines are calendared and met * Communicate with clients and law firms regarding discovery requests * Manage appointment calendars, travel arrangements, expense reports, and assist partners with other deadlines * Conduct new client phone screening, coordinate conference calls, and update clients and lawyers on status of cases * Organize and maintain case files, both in paper and electronic format, ensuring files are maintained accurately and easy to access * Coordinate with clients and attorneys to schedule meetings, assist with communications. and dispatch documents to law firms * Prepare mediation and trial binders for partners * Bates label documents as requested * Proofread reports for accuracy, correct grammar/punctuation, and issue final documents/reports * Schedule regular and special meetings; prepare and distribute agendas and pre-meeting materials, record and route minutes, and coordinate room, audio visual, and food arrangements How Will You Get Here? * Minimum 2+ years of litigation support experience * Paralegal degree or certificate required * Associate or bachelor's degree required * Experience in accounting or finance environment is strongly preferred * Team player with excellent interpersonal skills and good judgement * A demonstrated aptitude for dealing with a variety of situations and people * Ability to multitask, work at a fast pace, and meet critical deadlines * Strong organizational skills and attention to detail * Must possess excellent typing and grammatical skills, as well as strong analytical and demonstrated effective verbal, written, and listening skills * High degree of proficiency with business and communications software including Adobe Acrobat, Word, Excel, PowerPoint, and Outlook * Able to quickly learn other software and database programs as needed * Capable of maintaining strict confidentiality 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 * 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 age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need. #LI-ONSITE #LI-CB1 #LI-DNP

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the area of informational technology risk advisory? If yes, consider joining Baker Tilly (BT) as an IT Audit, Cybersecurity & Risk Experienced Consultant! 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 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 continue to expand your work experiences and hone your skills as an IT risk professional in the areas of compliance, cybersecurity, and internal controls. You crave the opportunity to be part of a fast growing, entrepreneurial risk consulting practice where your hard work and creativity will be rewarded You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: Work closely with 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 information technology risk across a wide range of areas, including cybersecurity, IT strategy and governance, IT regulatory and compliance requirements, and business continuity. Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients Assist in the development of audit programs and the execution of internal audits and IT control assessments in the areas of: IT strategy and governance IT operations, business continuity and disaster recovery Cybersecurity Third party risk ITGC and application controls SOC reporting Regulatory and compliance requirements Assist in drafting 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 Continue to develop your knowledge and experience working with a variety of technology environments, platforms, applications and tools/utilities Demonstrate the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients Enjoy friendships, social activities and team outings that encourage a work-life balance Successful candidates will have: Bachelor's degree in management/computer information systems, computer science, accounting information systems, computer engineering, industrial engineering, or related program CISA, CISSP, CISM, CIA, or CPA certification(s) preferred 1+ year(s) experience with IT audit or cybersecurity, previous experienced performing SOX and SOC audits preferred Experience as a client serving professional for a consulting firm desired Excellent analytical, technical and problem solving skills, with strong attention to detail Exceptional verbal and written communication, collaboration, and time management skills

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 a Manager in our Mid Market Outsourced Accounting & Advisory Services practice, you'll be a key leader, providing exceptional, best-in-class financial and accounting expertise to a portfolio of clients. You'll work in a modern, cloud-based environment, leveraging your deep knowledge of finance and accounting operations, including Procure-to-Pay (P2P), Order-to-Cash (O2C), and Record-to-Report (R2R). You'll act as a strategic business advisor, providing valuable insights and driving process improvements for our clients. You will lead and mentor a team of professionals, ensuring high-quality service delivery and client satisfaction. Key Responsibilities · Provide outsourced accounting and advisory services to clients, including financial reporting, budgeting, and forecasting. · Perform and manage the end-to-end accounting operations, ensuring the timely and accurate preparation of financial reports (monthly, quarterly, and annually) and that all reporting complies with the appropriate accounting frameworks. · Support the client engagement team, ensuring quality, completeness, and workflows are efficient, streamlined. · Act as a primary point of contact and business advisor for client leadership (CFOs, Controllers), providing insights based on industry trends and business acumen. · Maintain a robust system of internal controls to mitigate risk and enhance the accuracy and relevance of financial results. · Drive process improvement initiatives, utilizing technology and automation to enhance efficiency and effectiveness. · Coach, train, and mentor staff, promoting teamwork, professional development, and strong client service. Qualifications · Experience: o Six or more years of progressively responsible experience in professional accounting functions is required. o Experience in public accounting, professional services, or a Business Process Outsourcing (BPO) environment is a plus. o Experience in a client-facing role is strongly preferred. · Education & Certifications: o Bachelor's Degree in Accounting is required. o CPA or MBA is preferred. · Skills & Competencies: o Advanced knowledge of US Generally Accepted Accounting Principles (GAAP). o Proficiency in ERP systems (Workday, Oracle, or SAP is a plus). o Excellent communication, leadership, and stakeholder management skills. o Proven ability to manage teams and mentor staff. o Experience with Microsoft Suie, financial automation and digital transformation tools is a plus.

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. Apply today and find out why so many come for the challenge-and stay for the experience. We look forward to meeting you! Join the HCVT FT. Worth Team! As part of the HCVT Fort Worth team, you will work in a fast-paced environment, with a tax practice that is focused on serving clientele in the Alternative Investment Management industries. Our culture is all about collaboration, teamwork, giving back to our communities, partner access and accountability. We maintain a strong focus on providing exceptional client service, resulting in long lasting client relationships in which our teams are viewed as integral pieces of our clients' businesses. As a Bookkeeper / Accounting Assistant in our Accounting Advisory service line, this position will be involved with the following aspects: * Compiling and reconciling data - Create new and modify existing, often complex spreadsheets * Reading and translating reports * Financial Statements * Bank Reconciliations * G/L & JE's To be successful, these are the skills and experience you will need: * Minimum of 2+ years work experience * College degree is preferred but not required * Proficiency in Microsoft Word and Outlook * Very strong knowledge of Microsoft Excel * Excellent written and verbal communication skills * Strong analytical skills * High attention to detail and accuracy * A positive attitude and a team player mentality with a can-do spirit * Client-centric approach and willing to go the extra mile to meet deadlines You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment. * Visit the Benefits section to learn more 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.

How We Work Whitley Penn has become one of the region's most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job. How Will You Make an Impact? * Participate on projects and engagements, where you will grow your accounting and business knowledge and learn the firm's audit engagement process * Perform external audit procedures on financial statements and internal controls * Identify, measure, and analyze data * Learn to communicate, build relationships, and proactively work with clients to gather information needed to conduct assignments in an organized and efficient way * Learn how engagement budgets connect to firm financial results and how to manage your personal billable hours to engagement budgets * Develop knowledge of the firm, including its professional capabilities and our client service philosophy * Participate in community organizations/events through volunteer and networking opportunities How Will You Get Here? * 1 - 3 years of public accounting external audit experience, preferably public sector * Bachelor's degree in Accounting; Master's degree preferred * CPA certification or CPA eligibility with certification in progress * Preferred knowledge of Generally Accepted Governmental Auditing Standards * Preferred knowledge of GASB Basic Financial Statements for State and Local Governments * Preferred knowledge of risk assessment in the governmental accounting environment * Excellent written and verbal communication skills * Must be highly dedicated with a positive attitude and a team player who takes initiative and has an eagerness to learn and acquire new skills and knowledge Why Should You Apply? * Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans) * Voluntary Dental and Vision Insurance * 17 Annual Firm holidays, including extended breaks around July 4th and year-end * 20 days PTO * Paid Maternity and Parental Leave * 401(k) with Profit Sharing * Discretionary Bonus Program * Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees * Health & Wellness Program * Pet Insurance Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability, or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need. #LI-ONSITE #LI-DNP

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: Associate Data Engineer As a Senior Consultant - Associate Data Engineer you will design, build, and optimize modern data solutions for our mid‑market and enterprise clients. Working primarily inside the Microsoft stack (Azure, Synapse, and Microsoft Fabric), you will transform raw data into trusted, analytics‑ready assets that power dashboards, advanced analytics, and AI use cases. You'll collaborate with solution architects, analysts, and client stakeholders while sharpening both your technical depth and consulting skills. Key Responsibilities: Data Engineering: Develop scalable, well‑documented ETL/ELT pipelines using T‑SQL, Python, Azure Data Factory/Fabric Data Pipelines, and Databricks; implement best‑practice patterns for performance, security, and cost control. Modeling & Storage: Design relational and lakehouse models; create Fabric OneLake shortcuts, medallion‑style layers, and dimensional/semantic models for Power BI. Quality & Governance: Build automated data‑quality checks, lineage, and observability metrics; contribute to CI/CD workflows in Azure DevOps or GitHub. Client Delivery: Gather requirements, demo iterative deliverables, document technical designs, and translate complex concepts to non‑technical audiences. Continuous Improvement: Research new capabilities, share findings in internal communities of practice, and contribute to reusable accelerators. Collaborate with clients and internal stakeholders to design and implement scalable data engineering solutions. Qualifications: - Education - Bachelor's in Computer Science, Information Systems, Engineering, or related field (or equivalent experience) - Experience - 2-3 years delivering production data solutions, preferably in a consulting or client‑facing role. - Technical Skills: **Strong T‑SQL for data transformation and performance tuning. **Python for data wrangling, orchestration, or notebook‑based development. **Hands‑on ETL/ELT with at least one Microsoft service (ADF, Synapse Pipelines, Fabric Data Pipelines). - Project experience with Microsoft Fabric (OneLake, Lakehouses, Data Pipelines, Notebooks, Warehouse, Power BI DirectLake) preferred - Familiarity with Databricks, Delta Lake, or comparable lakehouse technologies preferred - Exposure to DevOps (YAML pipelines, Terraform/Bicep) and test automation frameworks preferred - Experience integrating SaaS/ERP sources (e.g., Dynamics 365, Workday, Costpoint) preferred

Whitley Penn, a leading CPA and Consulting firm, is seeking an intelligent, upbeat and tireless individual who can not only meet and exceed important deadlines but will also exhibit a high degree of accuracy and quality in the tasks assigned while maintaining a positive attitude. The ideal candidate must be professional, flexible, punctual, and dependable in order to accommodate busy and detail-oriented executives and staff. This position is working with the Forensic, Litigation, and Valuation Services team. JOB DETAILS: * Title: Legal Administrative Assistant * Classification: Full-time; Exempt * Department: Forensic, Litigation, and Valuation Services * Location: Fort Worth * Office Expectations/Hours: Fully in-office position; general work schedule is Monday - Friday, 8 hours/day between 8am to 5pm with overtime, as needed. How We Work Whitley Penn is one of the most distinguished and fastest growing public accounting firms in Texas. We promote collaboration, open-door policy, and encourage entrepreneurial thinking. Employees learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. How Will You Make an Impact? * Scan paper documents to be electronically filed. * Conserve executive and staff time by managing incoming/outgoing correspondence, busy appointment calendars, travel arrangements, expense reports, and assisting with presentations. * Answer/screen incoming phone calls, coordinating conference calls, and receiving visitors as required. * Type, edit, copy, and process correspondences, reports, and financial information. Proofread for accuracy, correct grammar/punctuation and issue final documents/reports. * Schedule regularly and special meetings; prepare and distribute agendas, pre-meeting materials, record and route minutes as well as coordinate room, audio visual, and food arrangements. How Will You Get Here? * Minimum 2+ years of general clerical/administrative assistance experience and supporting multiple executives and staff. * Experience in accounting or legal environment is strongly preferred. * Team player with excellent interpersonal skills and good judgement. * A demonstrated aptitude for dealing with a variety of situations and people I a professional yet personal manner is required. * Ability to multitask, work at a fast pace, and meet critical deadlines. * Strong organizational skills and attention to detail. * Must possess excellent typing and grammatical skills. Strong analytical and demonstrated effective verbal, written, and listening skills. * High degree of proficiency with business and communications software including Adobe Acrobat, Word, Excel, PowerPoint, and Outlook. * Able to quickly learn other software and database programs as needed. * Capable of maintaining strict confidentiality. 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 * 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 age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need. #LI-ONSITE #LI-CB1

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: Description We are seeking a talented M&A Tax Principal with Private Equity experience and exceptional technical and relationship development skills to join our dynamic Private Equity-focused team. The ideal candidate possesses deep technical expertise in complex corporate and flow-through transaction tax structuring and a proven track record of leading complex, high-stakes transactions with strategic tax insights that create significant value for Private Equity clients. This individual excels at building and maintaining strong relationships, collaborating seamlessly with deal teams, investment bankers, legal advisors, and portfolio company management to foster confidence and drive deal momentum. They demonstrate outstanding business development acumen, identifying emerging opportunities and articulating tailored tax solutions that resonate with senior stakeholders. The candidate will be a dedicated mentor and leader, committed to developing and inspiring team members through coaching, feedback, and fostering a collaborative, high-performance culture that elevates overall team capabilities. If you are a strategic thinker with entrepreneurial drive and a passion for both client success and talent development, we invite you to apply for an opportunity to help shape the future of our firm. You will enjoy this role if: * You are excited to drive growth and able to market-source new Private Equity clients and new business * You take a strategic approach to the execution of client work and Firm responsibilities; are consulted by clients on most important business and strategic decisions; and implement new ideas in an effort to improve processes and achieve better results * You want to work for a leading advisory firm that is growing and creating exceptional opportunities * You are passionate about contributing to your team's professional growth and development, creating opportunities for others as well as yourself * You set yourself apart as a role model for others and inspires others do the same * You are someone who treats all principals, employees, and clients with respect and is timely and responsive, listens well, considers others points of view, and is intolerant of disrespectful or unethical behavior What You Will Do: * Advise and influence substantial Private Equity client relationships to achieve functional objectives and strengthen relationships * Provide value added services that are critical to our ability to obtain and serve Private Equity clients * Address complex M&A tax related client matters through both innovative and established approaches * Drive the delivery of strategies to Private Equity clients with a strong focus on managing risk and safety * Deliver exceptional tax consulting services to Private Equity clients involved in complex mergers, acquisitions, divestitures, and other restructuring transactions * Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new Private Equity clients, projects, and revenue * Operate within and effectively leverage Baker Tilly's matrixed structure of industry, service, and geography to develop and execute growth strategies and work in close coordination with regional and national leaders * Be responsible for building your legacy and succession plan through the development of our people * Represent Baker Tilly and be someone who is sought after in the marketplace for activities such as speaking at conferences or authoring articles, thereby enhancing the global brand of the Firm. Qualifications Successful candidates will be: * A leader with a demonstrated ability to develop relationships and serve as a value architect * Accretive to the team in a manner that allows the Firm to excel against our competition and through the professional and technical advantages brought the candidate * A partner or principal at current firm * Experienced with a proven professional services track-record, working for at least fifteen years with Private Equity clients on tax aspects of complex domestic and cross-border business transactions including mergers, acquisitions, divestitures, and restructurings involving debt and equity * Viewed as immediately capable of leading and elevating the technical base of our people such that we are able to safely expand our service offerings and strengthen our reputation in the marketplace * A proven entrepreneur with a track-record of successful business growth * Able to lead others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current, see the "big picture" as well as the details, display appropriate ethical knowledge, and exhibit a sense of urgency and commitment to quality and the timely completion of projects * Capable of providing a technical skill set that allows the Firm to attract a more complex and diverse client base and bring that skillset to our clients and prospects * Viewed as providing a knowledge base that is a distinguishing factor in our market and will be immediately recognized as a deep specialist in the field, such that your direct involvement in the team elevates the total client experience in a manner that clients and prospects see Baker Tilly as the preferred Firm in the marketplace * A CPA or bar licensed attorney required; masters or LLM in taxation desired but not required * Nimble and responsive, with the ability to travel nationally as client and Firm needs may require

Whitley Penn, a leading CPA and Consulting firm, is looking for a Billing Coordinator to join our team. The Billing Coordinator will play a key role in processing executive billings while ensuring accuracy, timeliness, and high-quality output. The ideal candidate is a self-starter and team player who can communicate effectively with clients and professionals at all levels. This position requires strong attention to detail and the ability to thrive in a fast-paced professional environment. JOB DETAILS: * Title: Billing Coordinator * Classification: Full-time; Non-exempt * Department: Revenue and Practice Management (RPM) * Location: Fort Worth * Office Expectations/Hours: In-office position; general work schedule is Monday-Friday, 8am to 5pm with overtime, as needed. How We Work Whitley Penn has become one of the region's most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job. How Will You Make an Impact? * Process executive billings accurately and meet departmental deadlines * Reconcile billing, work-in-process (WIP), and accounts receivable * Maintain accurate and up-to-date client records * Draft internal and external correspondence as needed * Support weekly and monthly reporting requirements * Manage large projects as assigned to meet department needs * Collaborate with team members to maintain client database * Assist with data entry and other administrative tasks as required How Will You Get Here? * 3-4 years of combined billing and administrative experience * Prior professional service billing a plus * High degree of efficiency with Microsoft Word and Excel * Excellent verbal and written communication skills * Possess strong organizational skills with exceptional attention to detail and follow-through * Strong time management skills and ability to manage multiple tasks * Must be flexible and able to prioritize duties in response to demands of the day-to-day activities of the department * Possess a positive attitude and outlook in a fast-paced environment * Ability to communicate effectively with individuals at all levels of the organization * Must be able to work independently as well as in a collaborative team environment * Capable of maintaining strict confidentiality * Ability to work overtime as workload requires. 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 * Generous PTO for Non-Exempt Team Members * Paid Maternity and Parental Leave * 401(k) with Profit Sharing * Discretionary Bonus Program * Health & Wellness Program * Pet Insurance Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need. #LI-ONSITE #LI-CB1 #LI-DNP

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 professionals on our Digital Solutions team provide management consulting, solution design, and implementation services for mid- to large-size companies. This fast-paced team is looking for individuals that can understand complex requirements and translate those into best-practice based designs, work independently or as part of a team, and have a track record of proven success. Thanks to the rapid growth of Baker Tilly's Digital Solutions group, we have an exciting opportunity for an IFS Projects & Construction Solution Architect to join our practice. The IFS Projects & Construction Solution Architect will be a valued leader in one of our most dynamic markets. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! 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. The possibilities with digital transformation are endless, and our next phase of hyper growth is just getting started - come join us and help build something special. 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 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 are excited about enabling organizations leveraging modern ERP solutions like IFS Cloud * You like to work with a variety of clients, spanning many industries * You are a team player with strong communication skills and desire to work collaboratively with others to meet client needs * You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together. * You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow. What you will do: * Design and deliver IFS Projects Modules (Resource Management, Project Reporting & Invoicing and Project Financial Control) with leading practices throughout all phases of a cloud transformation * Apply business process and system expertise to bring forth leading practices in the areas of project management, project planning, project deliverables, project time registration, project cost accounting, multi-company project reporting, project reporting for contractors, budgeting and forecasting * Hands-on formulation of business and functional requirements to set the direction for corresponding and complimentary solution delivery aligned to business goals * Oversee and participate in the configuration of IFS Cloud to bring client requirements to life and lead testing and training programs during ERP Transformation initiatives * Support robust change management programs to increase adoption for our clients with the IFS Cloud solution * Collaborate closely with Construction industry clients to understand their project management, resource planning, and financial tracking needs * Provide guidance and best practices for leveraging IFS functionality to address specific Construction industry challenges such as budget overruns, scheduling conflicts, and regulatory compliance. * Customize IFS modules for project planning, contract management, subcontractor management, resource allocation, and cost control in construction projects. * Optimize IFS workflows and dashboards to support real-time project monitoring and decision-making * Partner with project managers to identify project risk and issues. Work together to collaboratively develop and articulate mitigation strategies * Participate in the development and deployment of implementation methodologies, trainings and toolkits through internal initiatives * Support sales cycles as needed as a Subject Matter Expert * Lead the continuous development of the market offering * Provide coaching, mentoring and performance counseling to consultants and client team members * Participate in the development and deployment of team member IFS Cloud implementation training * Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community * Invest in your professional development individually and through participation in firm wide learning and development programs * Support the growth and development of team members and clients through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals * Enjoy friendships, social activities and team outings that encourage a work-life balance Successful candidates will have: * Bachelor's degree in Supply Chain Management, Operations Management, Industrial Engineering, Business Management, Management/Computer Information Systems or related field or relevant experience in the field * Minimum of seven (7) years of implementation experience, with 2+ years of hands on experience implementing one or more of the IFS Applications Projects modules or other leading ERP Solutions (ex. SAP, Oracle E-Business Suite, JD Edwards, Microsoft Dynamics, Infor, Epicor) * IFS Projects experience or Practitioner Certification preferred * Certification or Experience with additional IFS Application modules a plus (Resource Management, Project Reporting & Invoicing, Project Financial Control) * Business expertise in Projects processes as well as having strong knowledge of other business processes, Order to Cash, Procure to Pay or Plan to Produce * Strong understanding of the end-to-end construction project lifecycle from initiation and planning to execution, monitoring, and closure with focus on resource management, cost and budget tracking, bid and proposal management, change orders, and schedule management * Experience with integrating Construction industry-specific tools and platforms including Procore, Primavera, and MS Project * Ability to assess complex construction project requirements and translate them into efficient IFS configurations * Experience in leveraging data analytics and reporting tools to provide Construction project insights on performance, resource utilization, profitability and cost efficiency * Excellent analysis skills and the ability to develop processes and methodologies * Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required * Ability to engage effectively at the business and technical level, 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 * Exhibit appropriate ethical knowledge, sense of urgency and commitment to quality, and the timely completion of projects * Ability to multi task across many different projects and stakeholders both internal and external * Ability to communicate effectively and work with client resources from hourly resources to C-suite * Ability to travel, potentially up to 50% * Must be willing to work non-traditional business hours for client demands occasionally The compensation range for this role is $141,530 to $306,640. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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. Apply today and find out why so many come for the challenge-and stay for the experience. We look forward to meeting you! Interviews for the 2027 Summer Tax Internship will take place in early 2026. As an Intern in our Tax service line, you will be responsible for the following: * Prepare federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts and its related income tax work papers * Complete a variety of projects within engagement timeline and budget guidelines * Learn and effectively utilize firm tax preparation software to continually learn, share knowledge with team members, and enhance the quality of service to clients * Perform self-review of work * Perform tax technical research assigned by supervisors * 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 completing a bachelor's degree in accounting or a master's degree in accounting or taxation between December 2027 - May 2028 * Available to work 40 hours a week from Mid-June through Mid-August * Minimum overall and accounting GPAs of 3.0 * Active membership in Beta Alpha Psi or another campus accounting organization * 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: * Select the office you're most interested in and submit an application - ************************** * Required documents - Resume, Unofficial Transcripts * Note - HCVT is unable to sponsor the work authorization of candidates. Connect with us: LinkedIn, Instagram, Facebook, HCVT Website #LI-MO1 #LI-Hybrid #LI-DNI 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.