Senior Associate jobs at Whitley Penn

Whitley Penn, a leading CPA and Consulting firm, is looking for an Audit Senior Associate with to join our Government/Not-for-Profit team in Houston! Public Sector external audit experience and CPA eligibility are required. Senior Associates are responsible for planning and executing client engagements, supervising and training associates, and communicating and building relationships with clients. 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? * Lead audit engagements from start to finish, including planning, executing, and ensuring deadlines are met * Build relationships with clients by developing an understanding of client operations, processes, and business objectives; learn to apply this knowledge to enhance engagements, identify issues, and make recommendations for improvements * Manage client deadline expectations, monitor actual performance against budget, and continually communicate engagement status to Managers * Supervise, teach, and develop associates and interns, including delegation of assignments, detailed review of staff prepared work papers, and evaluating performance on engagements * Continuously develop a comprehensive understanding of Generally Accepted Governmental Auditing Standards and how they apply to engagements * Assist with business proposals, networking, and recruiting opportunities How Will You Get Here? * 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 * Strong technical knowledge of Generally Accepted Governmental Auditing Standards * Strong accounting knowledge of GASB Basic Financial Statements for State and Local Governments * 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, with extended break around July 4th and year end * 20 days PTO * Paid Maternity and Parental Leave * 401(k) with Profit Sharing * Discretionary Bonus Program * Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees * Health & Wellness Program * Pet Insurance Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability, or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need. #LI-ONSITE

Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert LLP delivers innovative and sophisticated assurance, advisory, and tax services to our clients. Our firm is thriving and we seek a highly motivated Audit Manager for our Austin, TX, practice. This highly visible position offers excellent training, development, and professional growth. You will have lots of contact with outstanding clients in a variety of commercial industries. Exceptional client relations skills are a must. Business development skills are a plus. Limited travel in this region should be expected. If you seek a firm that offers career advancement, not just a job, keep reading! What you need for this role: An ideal fit for our firm displays a passion for superior client service, uncompromising integrity, excellent project management abilities, and leadership skills. We're a fast-paced and dynamic environment so a strong sense of urgency will fit right in! * Excellent project management, analytical, interpersonal, oral and written communication skills. * Proven ability to lead and develop A&A associates * 5+ years of experience in public accounting. * Bachelor's degree in accounting. Masters preferred. * Must be CPA certified and have an active CPA license. What you can expect from us: * Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect * The opportunity to innovate and do work that motivates and engages you * A collaborative environment focused on enabling you to further your career growth and continuous professional development * Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing * Flexibility to do impactful work and the time to enjoy your life outside of work * Opportunities to connect and learn from professionals from different backgrounds and with different cultures Benefits Information: Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Pay Range: $91,200 to $164,200 About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. 2025 Cherry Bekaert. All Rights Reserved.

Job DescriptionRanked among the largest accounting and consulting firms in the country, Cherry Bekaert LLP delivers innovative and sophisticated assurance, advisory, and tax services to our clients. Our firm is thriving and we seek a highly motivated Audit Manager for our Austin, TX, practice. This highly visible position offers excellent training, development, and professional growth. You will have lots of contact with outstanding clients in a variety of commercial industries. Exceptional client relations skills are a must. Business development skills are a plus. Limited travel in this region should be expected. If you seek a firm that offers career advancement, not just a job, keep reading! What you need for this role: An ideal fit for our firm displays a passion for superior client service, uncompromising integrity, excellent project management abilities, and leadership skills. We're a fast-paced and dynamic environment so a strong sense of urgency will fit right in! Excellent project management, analytical, interpersonal, oral and written communication skills. Proven ability to lead and develop A&A associates 5+ years of experience in public accounting. Bachelor's degree in accounting. Masters preferred. Must be CPA certified and have an active CPA license. What you can expect from us: Shared values, including uncompromising integrity, a passion for excellence, and mutual respect The opportunity to innovate and do work that motivates and engages you Flexibility to do impactful work and to enjoy your life outside of work, including a firmwide week off for the 4th of July A collaborative environment focused on your career growth and continuous professional development Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure. Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is $91,200 to $164,200. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved. No Agencies Please #LI-SF1 #LI-Hybrid

Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. In support of our growing Information Assurance & Cybersecurity Solutions practice, we have an excellent opportunity for candidates with significant CMMC or FedRAMP experience working in a professional services firm or within corporate GRC, IT, Internal Audit, Cybersecurity, or Compliance teams to join us as a Senior Associate with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource consistent with delivery needs. In addition to being an early leader in building our CMMC practice, you will be involved in a variety of other engagements that IA/Cyber team provides, and you will be working significantly across a variety of consulting, governance, readiness assessments, risk management and remediation efforts, and attestation/certifications services for clients with the following areas of focus: * CMMC * FedRAMP, StateRAMP, TXRAMP * NIST (NIST 800-171, NIST 800-53) If you are an active learner with a growth mindset, good at managing clients and projects, want to be part of a growing team, use your existing knowledge sets and teach others, let's have a conversation. What your days look like: Senior Associates support the delivery of consulting and attestation services. As a Senior Associate you will help understand client needs, perform gap assessments, identify and document control environments, identify design or operating effectiveness gaps, vulnerabilities, audit exceptions, develop recommendations to management, and assist management with policy DocDev and controls implementations. Skill sets desired include the ability to: * Ensure effective project delivery, including quality control and oversight supervision, assisting with adequate planning, execution, and direction to manage to budget and to quality * Identify areas to improve project delivery (process improvement) * Regarding attestation and certification services delivery, support the development of strong work papers in conformance with the firm's methodology/standards and participation in report drafting * Maintain a strong client focus by understanding the client's business needs while developing productive working relationships with client personnel to accomplish project objectives * Multi-task across multiple clients and compliance standards, while still maintaining appropriate attention to detail * Work with (lead, teach, support, and communicate) offshore resources to deliver projects where practical and where available * Utilize your experiences to teach others in the practice on new approaches, execution strategies, compliance standards, etc. What you need for this role: * Bachelor's Degree, preferably in Information Security, Information Systems, Computer Science, Cybersecurity or Accounting * Relevant professional certification (CMMC CCA or passed CCA with pending background) * Minimum 2+ years of experience with controls assessments or consulting externally or leading internal controls implementation and/or SSP DocDev or attestation services for CMMC or FedRAMP * Willingness to learn and deliver, in a consulting and attestation services model, on compliance standards that you may have little to no experience with * Outstanding relationship management, written and verbal communication, as well as presentation skills * Ability to travel to client sites as need, not expected to exceed 25% What you can expect from us: * Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect * The opportunity to innovate and do work that motivates and engages you * A collaborative environment focused on enabling you to further your career growth and continuous professional development * Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing * Flexibility to do impactful work and the time to enjoy your life outside of work * Opportunities to connect and learn from professionals from different backgrounds and with different cultures Benefits Information: Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Pay Range: $89,993 - $140,300 About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. 2025 Cherry Bekaert. All Rights Reserved.

Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work (************************************************** , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. In support of our growing Information Assurance & Cybersecurity Solutions (************************************************************************ practice, we have an excellent opportunity for candidates with significant CMMC or FedRAMP experience working in a professional services firm or within corporate GRC, IT, Internal Audit, Cybersecurity, or Compliance teams to join us as a **Senior Associate** with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource consistent with delivery needs. In addition to being an early leader in building our CMMC practice, you will be involved in a variety of other engagements that IA/Cyber team provides, and you will be working significantly across a variety of consulting, governance, readiness assessments, risk management and remediation efforts, and attestation/certifications services for clients with the following areas of focus: + CMMC + FedRAMP, StateRAMP, TXRAMP + NIST (NIST 800-171, NIST 800-53) If you are an active learner with a growth mindset, good at managing clients and projects, want to be part of a growing team, use your existing knowledge sets and teach others, let's have a conversation. **What your days look like:** Senior Associates support the delivery of consulting and attestation services. As a Senior Associate you will help understand client needs, perform gap assessments, identify and document control environments, identify design or operating effectiveness gaps, vulnerabilities, audit exceptions, develop recommendations to management, and assist management with policy DocDev and controls implementations. Skill sets desired include the ability to: + Ensure effective project delivery, including quality control and oversight supervision, assisting with adequate planning, execution, and direction to manage to budget and to quality + Identify areas to improve project delivery (process improvement) + Regarding attestation and certification services delivery, support the development of strong work papers in conformance with the firm's methodology/standards and participation in report drafting + Maintain a strong client focus by understanding the client's business needs while developing productive working relationships with client personnel to accomplish project objectives + Multi-task across multiple clients and compliance standards, while still maintaining appropriate attention to detail + Work with (lead, teach, support, and communicate) offshore resources to deliver projects where practical and where available + Utilize your experiences to teach others in the practice on new approaches, execution strategies, compliance standards, etc. **What you need for this role:** + Bachelor's Degree, preferably in Information Security, Information Systems, Computer Science, Cybersecurity or Accounting + Relevant professional certification (CMMC CCA or passed CCA with pending background) + Minimum 2+ years of experience with controls assessments or consulting externally or leading internal controls implementation and/or SSP DocDev or attestation services for CMMC or FedRAMP + Willingness to learn and deliver, in a consulting and attestation services model, on compliance standards that you may have little to no experience with + Outstanding relationship management, written and verbal communication, as well as presentation skills + Ability to travel to client sites as need, not expected to exceed 25% **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** $89,993 - $140,300 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.

Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. In support of our growing Information Assurance & Cybersecurity Solutions practice, we have an excellent opportunity for candidates with significant CMMC or FedRAMP experience working in a professional services firm or within corporate GRC, IT, Internal Audit, Cybersecurity, or Compliance teams to join us as a Senior Associate with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource consistent with delivery needs. In addition to being an early leader in building our CMMC practice, you will be involved in a variety of other engagements that IA/Cyber team provides, and you will be working significantly across a variety of consulting, governance, readiness assessments, risk management and remediation efforts, and attestation/certifications services for clients with the following areas of focus: * CMMC * FedRAMP, StateRAMP, TXRAMP * NIST (NIST 800-171, NIST 800-53) If you are an active learner with a growth mindset, good at managing clients and projects, want to be part of a growing team, use your existing knowledge sets and teach others, let's have a conversation. What your days look like: Senior Associates support the delivery of consulting and attestation services. As a Senior Associate you will help understand client needs, perform gap assessments, identify and document control environments, identify design or operating effectiveness gaps, vulnerabilities, audit exceptions, develop recommendations to management, and assist management with policy DocDev and controls implementations. Skill sets desired include the ability to: * Ensure effective project delivery, including quality control and oversight supervision, assisting with adequate planning, execution, and direction to manage to budget and to quality * Identify areas to improve project delivery (process improvement) * Regarding attestation and certification services delivery, support the development of strong work papers in conformance with the firm's methodology/standards and participation in report drafting * Maintain a strong client focus by understanding the client's business needs while developing productive working relationships with client personnel to accomplish project objectives * Multi-task across multiple clients and compliance standards, while still maintaining appropriate attention to detail * Work with (lead, teach, support, and communicate) offshore resources to deliver projects where practical and where available * Utilize your experiences to teach others in the practice on new approaches, execution strategies, compliance standards, etc. What you need for this role: * Bachelor's Degree, preferably in Information Security, Information Systems, Computer Science, Cybersecurity or Accounting * Relevant professional certification (CMMC CCA or passed CCA with pending background) * Minimum 2+ years of experience with controls assessments or consulting externally or leading internal controls implementation and/or SSP DocDev or attestation services for CMMC or FedRAMP * Willingness to learn and deliver, in a consulting and attestation services model, on compliance standards that you may have little to no experience with * Outstanding relationship management, written and verbal communication, as well as presentation skills * Ability to travel to client sites as need, not expected to exceed 25% What you can expect from us: * Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect * The opportunity to innovate and do work that motivates and engages you * A collaborative environment focused on enabling you to further your career growth and continuous professional development * Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing * Flexibility to do impactful work and the time to enjoy your life outside of work * Opportunities to connect and learn from professionals from different backgrounds and with different cultures Benefits Information: Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Pay Range: $89,993 - $140,300 About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. 2025 Cherry Bekaert. All Rights Reserved.

Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. In support of our growing Information Assurance & Cybersecurity Solutions practice, we have an excellent opportunity for candidates with significant CMMC or FedRAMP experience working in a professional services firm or within corporate GRC, IT, Internal Audit, Cybersecurity, or Compliance teams to join us as a Senior Associate with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource consistent with delivery needs. In addition to being an early leader in building our CMMC practice, you will be involved in a variety of other engagements that IA/Cyber team provides, and you will be working significantly across a variety of consulting, governance, readiness assessments, risk management and remediation efforts, and attestation/certifications services for clients with the following areas of focus: * CMMC * FedRAMP, StateRAMP, TXRAMP * NIST (NIST 800-171, NIST 800-53) If you are an active learner with a growth mindset, good at managing clients and projects, want to be part of a growing team, use your existing knowledge sets and teach others, let's have a conversation. What your days look like: Senior Associates support the delivery of consulting and attestation services. As a Senior Associate you will help understand client needs, perform gap assessments, identify and document control environments, identify design or operating effectiveness gaps, vulnerabilities, audit exceptions, develop recommendations to management, and assist management with policy DocDev and controls implementations. Skill sets desired include the ability to: * Ensure effective project delivery, including quality control and oversight supervision, assisting with adequate planning, execution, and direction to manage to budget and to quality * Identify areas to improve project delivery (process improvement) * Regarding attestation and certification services delivery, support the development of strong work papers in conformance with the firm's methodology/standards and participation in report drafting * Maintain a strong client focus by understanding the client's business needs while developing productive working relationships with client personnel to accomplish project objectives * Multi-task across multiple clients and compliance standards, while still maintaining appropriate attention to detail * Work with (lead, teach, support, and communicate) offshore resources to deliver projects where practical and where available * Utilize your experiences to teach others in the practice on new approaches, execution strategies, compliance standards, etc. What you need for this role: * Bachelor's Degree, preferably in Information Security, Information Systems, Computer Science, Cybersecurity or Accounting * Relevant professional certification (CMMC CCA or passed CCA with pending background) * Minimum 2+ years of experience with controls assessments or consulting externally or leading internal controls implementation and/or SSP DocDev or attestation services for CMMC or FedRAMP * Willingness to learn and deliver, in a consulting and attestation services model, on compliance standards that you may have little to no experience with * Outstanding relationship management, written and verbal communication, as well as presentation skills * Ability to travel to client sites as need, not expected to exceed 25% What you can expect from us: * Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect * The opportunity to innovate and do work that motivates and engages you * A collaborative environment focused on enabling you to further your career growth and continuous professional development * Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing * Flexibility to do impactful work and the time to enjoy your life outside of work * Opportunities to connect and learn from professionals from different backgrounds and with different cultures Benefits Information: Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Pay Range: $89,993 - $140,300 About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. 2025 Cherry Bekaert. All Rights Reserved.

Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work (************************************************** , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. In support of our growing Information Assurance & Cybersecurity Solutions (************************************************************************ practice, we have an excellent opportunity for candidates with significant CMMC or FedRAMP experience working in a professional services firm or within corporate GRC, IT, Internal Audit, Cybersecurity, or Compliance teams to join us as a **Senior Associate** with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource consistent with delivery needs. In addition to being an early leader in building our CMMC practice, you will be involved in a variety of other engagements that IA/Cyber team provides, and you will be working significantly across a variety of consulting, governance, readiness assessments, risk management and remediation efforts, and attestation/certifications services for clients with the following areas of focus: + CMMC + FedRAMP, StateRAMP, TXRAMP + NIST (NIST 800-171, NIST 800-53) If you are an active learner with a growth mindset, good at managing clients and projects, want to be part of a growing team, use your existing knowledge sets and teach others, let's have a conversation. **What your days look like:** Senior Associates support the delivery of consulting and attestation services. As a Senior Associate you will help understand client needs, perform gap assessments, identify and document control environments, identify design or operating effectiveness gaps, vulnerabilities, audit exceptions, develop recommendations to management, and assist management with policy DocDev and controls implementations. Skill sets desired include the ability to: + Ensure effective project delivery, including quality control and oversight supervision, assisting with adequate planning, execution, and direction to manage to budget and to quality + Identify areas to improve project delivery (process improvement) + Regarding attestation and certification services delivery, support the development of strong work papers in conformance with the firm's methodology/standards and participation in report drafting + Maintain a strong client focus by understanding the client's business needs while developing productive working relationships with client personnel to accomplish project objectives + Multi-task across multiple clients and compliance standards, while still maintaining appropriate attention to detail + Work with (lead, teach, support, and communicate) offshore resources to deliver projects where practical and where available + Utilize your experiences to teach others in the practice on new approaches, execution strategies, compliance standards, etc. **What you need for this role:** + Bachelor's Degree, preferably in Information Security, Information Systems, Computer Science, Cybersecurity or Accounting + Relevant professional certification (CMMC CCA or passed CCA with pending background) + Minimum 2+ years of experience with controls assessments or consulting externally or leading internal controls implementation and/or SSP DocDev or attestation services for CMMC or FedRAMP + Willingness to learn and deliver, in a consulting and attestation services model, on compliance standards that you may have little to no experience with + Outstanding relationship management, written and verbal communication, as well as presentation skills + Ability to travel to client sites as need, not expected to exceed 25% **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** $89,993 - $140,300 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: 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: 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: 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

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

JOB DETAILS: * Title: Deal Advisory Services Senior Associate * Classification: Full-time; Exempt * Department: Deal Advisory Services * Office expectations: Monday - Thursday in office; remote on Fridays if desired How We Work Whitley Penn has become one of the most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job. How Will You Make an Impact? * Participate in and lead financial due diligence engagements related to mergers and acquisitions by private equity investors and corporate buyers * Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management * Prepare/evaluate pro forma financial information * Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management * Evaluate effects of seasonality and cyclicality on cash flow requirements * Assist with writing detailed reports and perform financial statement analysis, including the quality of earnings, potential liabilities and risks, and the impact of findings on the valuation of the target company * Provide advisory services to clients to assist them in maximizing their financial opportunities and manage the risks involved with possible mergers and acquisitions * Member of engagement teams with senior client executives, attorneys, investment bankers, and private equity investors * Grow skills to reinforce relationships with current and prospective clients of the firm How Will You Get Here? * Bachelor's degree in Accounting required; Master's degree preferred * CPA license or CPA eligibility preferred * 2-3 years of experience in one of the following areas with a public accounting or advisory firm: accounting, advisory, financial audit, or transaction advisory services experience (experience related to mergers and acquisitions or financial due diligence preferred) * Strong current knowledge of U.S. Generally Accepted Accounting Principles (GAAP), mergers and acquisitions, or transaction services * Ability to independently manage multiple projects and act autonomously while being a team player * Capable of independently performing research of industries, markets, economies, etc. * Excellent written and verbal communication skills * Strong time management skills and ability to meet deadlines in a fast-paced environment * Proficiency with Microsoft Office, primarily Excel * Willingness and ability to travel when necessary Why Should You Apply? * Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans) * Voluntary Dental and Vision Insurance * 17 Annual Firm holidays, with extended breaks around July 4th and year end * 20 days PTO for Salaried Employees * Paid Maternity and Parental Leave * 401(k) with Profit Sharing * Discretionary Bonus Program * Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees * Health & Wellness Program * Pet Insurance Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need. #LI-HYBRID

Whitley Penn, a leading CPA and Consulting firm, is looking for an Audit Senior Associate with to join our Government/Not-for-Profit team in Dallas/Fort Worth! Public Sector external audit experience and CPA eligibility are required. Senior Associates are responsible for planning and executing client engagements, supervising and training associates, and communicating and building relationships with clients. 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? * Lead audit engagements from start to finish, including planning, executing, and ensuring deadlines are met * Build relationships with clients by developing an understanding of client operations, processes, and business objectives; learn to apply this knowledge to enhance engagements, identify issues, and make recommendations for improvements * Manage client deadline expectations, monitor actual performance against budget, and continually communicate engagement status to Managers * Supervise, teach, and develop associates and interns, including delegation of assignments, detailed review of staff prepared work papers, and evaluating performance on engagements * Continuously develop a comprehensive understanding of Generally Accepted Governmental Auditing Standards and how they apply to engagements * Assist with business proposals, networking, and recruiting opportunities How Will You Get Here? * 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 * Strong technical knowledge of Generally Accepted Governmental Auditing Standards * Strong accounting knowledge of GASB Basic Financial Statements for State and Local Governments * 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, with extended break 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

JOB DETAILS: * Title: Deal Advisory Services Senior Associate * Classification: Full-time; Exempt * Department: Deal Advisory Services * Office expectations: Monday - Thursday in office; remote on Fridays if desired How We Work Whitley Penn has become one of the most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job. How Will You Make an Impact? * Participate in and lead financial due diligence engagements related to mergers and acquisitions by private equity investors and corporate buyers * Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management * Prepare/evaluate pro forma financial information * Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management * Evaluate effects of seasonality and cyclicality on cash flow requirements * Assist with writing detailed reports and perform financial statement analysis, including the quality of earnings, potential liabilities and risks, and the impact of findings on the valuation of the target company * Provide advisory services to clients to assist them in maximizing their financial opportunities and manage the risks involved with possible mergers and acquisitions * Member of engagement teams with senior client executives, attorneys, investment bankers, and private equity investors * Grow skills to reinforce relationships with current and prospective clients of the firm How Will You Get Here? * Bachelor's degree in Accounting required; Master's degree preferred * CPA license or CPA eligibility preferred * 2-3 years of experience in one of the following areas with a public accounting or advisory firm: accounting, advisory, financial audit, or transaction advisory services experience (experience related to mergers and acquisitions or financial due diligence preferred) * Strong current knowledge of U.S. Generally Accepted Accounting Principles (GAAP), mergers and acquisitions, or transaction services * Ability to independently manage multiple projects and act autonomously while being a team player * Capable of independently performing research of industries, markets, economies, etc. * Excellent written and verbal communication skills * Strong time management skills and ability to meet deadlines in a fast-paced environment * Proficiency with Microsoft Office, primarily Excel * Willingness and ability to travel when necessary Why Should You Apply? * Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans) * Voluntary Dental and Vision Insurance * 17 Annual Firm holidays, with extended breaks around July 4th and year end * 20 days PTO for Salaried Employees * Paid Maternity and Parental Leave * 401(k) with Profit Sharing * Discretionary Bonus Program * Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees * Health & Wellness Program * Pet Insurance Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need. #LI-HYBRID

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

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: We are currently searching for a Senior Consultant to join our Financial Advisory Services practice within the CFO Advisory team. Our practice helps CFOs, Controllers, and Finance Directors improve the financial reporting processes to ensure that finance adds value to business operations. The CFO Advisory practice enables finance executives to achieve significant and sustainable performance through technical analysis and process improvement services. Our clients range from emerging growth companies to publicly traded companies. We serve a wide variety of industries including technology, business services, manufacturing/ distribution, energy, real estate, hospitality and retail, and private equity to name a few. Baker Tilly's CFO Advisory Services team is comprised of practitioners across the country. Our goal is to solve problems or make improvements that will free the finance organization up so that they can focus on growing and improving their overall business. This practice area has professionals with multi-disciplines and experiences that are drawn upon to assist our clients with very practical and hands-on support. We have senior team members that have served as Chief Financial Officers, Controllers, financial statement auditors, and financial analysts that are all highly credentialed. It is a high performing team that enjoys learning from one another and serving our clients. Your immediate responsibilities will be to: * Actively participate in projects focused on the following service offerings: * Finance Performance Improvement * Business Analytics and Decision Support * Financial Accounting Advisory Services * Transaction Support * Program/Project Management * Participate actively in the team's work on a project (i.e. "roll up your sleeves" and work with the team) * Interact directly with managers and partners on matters related to client and engagement management * Strengthen existing client relationships by providing outstanding client service * Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service * Invest in professional development through active participation in training sessions and networking events both internally and externally * Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program * Demonstrate excellent team skills, positive attitude and high ethical standards Successful candidates will have: * Two (2) plus years' experience in a large accounting firm in audit, financial advisory service line * Bachelor's degree in accounting, finance or related field * Certified Public Accountant (CPA) certification preferred * Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis. Skills with Power BI and/ or Tableau is a plus. * Exposure to Middle Market financial suite of applications, such as QuickBooks, NetSuite, IntAcct, etc. , their functionality, workflows, automated controls, and associated facilitation of data consolidation, reporting, and robust analytics and their relationship to addressing myriad business requirements is a plus. * High motivation, initiative and positive attitude * Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately * Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights * Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities * Excellent verbal and written communication * Ability to work effectively and thrive in a team environment * Ability to Travel (apx 25%) and work in a hybrid work environment * The compensation range for this role is $86,660 to $164,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: We are currently searching for a Senior Consultant to join our Financial Advisory Services practice within the CFO Advisory team. Our practice helps CFOs, Controllers, and Finance Directors improve the financial reporting processes to ensure that finance adds value to business operations. The CFO Advisory practice enables finance executives to achieve significant and sustainable performance through technical analysis and process improvement services. Our clients range from emerging growth companies to publicly traded companies. We serve a wide variety of industries including technology, business services, manufacturing/ distribution, energy, real estate, hospitality and retail, and private equity to name a few. Baker Tilly's CFO Advisory Services team is comprised of practitioners across the country. Our goal is to solve problems or make improvements that will free the finance organization up so that they can focus on growing and improving their overall business. This practice area has professionals with multi-disciplines and experiences that are drawn upon to assist our clients with very practical and hands-on support. We have senior team members that have served as Chief Financial Officers, Controllers, financial statement auditors, and financial analysts that are all highly credentialed. It is a high performing team that enjoys learning from one another and serving our clients. Your immediate responsibilities will be to: * Actively participate in projects focused on the following service offerings: * Finance Performance Improvement * Business Analytics and Decision Support * Financial Accounting Advisory Services * Transaction Support * Program/Project Management * Participate actively in the team's work on a project (i.e. "roll up your sleeves" and work with the team) * Interact directly with managers and partners on matters related to client and engagement management * Strengthen existing client relationships by providing outstanding client service * Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service * Invest in professional development through active participation in training sessions and networking events both internally and externally * Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program * Demonstrate excellent team skills, positive attitude and high ethical standards Successful candidates will have: * Two (2) plus years' experience in a large accounting firm in audit, financial advisory service line * Bachelor's degree in accounting, finance or related field * Certified Public Accountant (CPA) certification preferred * Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis. Skills with Power BI and/ or Tableau is a plus. * Exposure to Middle Market financial suite of applications, such as QuickBooks, NetSuite, IntAcct, etc. , their functionality, workflows, automated controls, and associated facilitation of data consolidation, reporting, and robust analytics and their relationship to addressing myriad business requirements is a plus. * High motivation, initiative and positive attitude * Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately * Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights * Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities * Excellent verbal and written communication * Ability to work effectively and thrive in a team environment * Ability to Travel (apx 25%) and work in a hybrid work environment * The compensation range for this role is $86,660 to $164,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of risk and advisory? If yes, consider joining Baker Tilly (BT) as a Financial Institution Regulatory Compliance Senior 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 and regulatory compliance 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 a comprehensive risk professional in the areas of compliance, enterprise risk management, governance, internal controls, and data analytics. * 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 regulatory compliance risks within their business processes and systems * Directly assist clients in notably being compliant with new or update in financial institution regulations * Implement new or updated regulatory requirements, and translate regulatory requirements to ensure financial institution compliance * Continually stay up-to-date on all existing compliance regulations * Develop and maintain a broad knowledge and awareness of the financial institution industry and regulatory changes and identify potential impacts to compliance audit programs * Support our internal audit practice as Subject Matter Expert on regulatory and compliance topics * Provide strategic business advice to clients by assisting in the implementation of new regulatory requirements * Assist with managing client engagement teams, along with staffing, billings/collections, and ensure client profitability targets are met * 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 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 accounting, finance, or a related program * 2-4+ years experience with regulatory compliance * CPA or CRCM designation(s) strongly preferred. Also open to candidates willing to obtain CRCM Certification in the future * Experience working with FDIC, OCC, CFPB, NCUA, and state regulations * Experience as a client serving professional for a consulting firm desired or financial institution experience. * Excellent analytical, technical, and problem-solving skills, with strong attention to detail * Exceptional verbal and written communication, collaboration, and time management skills * Strong sense of urgency and client responsiveness * Ability to travel up to 10% The compensation range for this role is $80,990 to $153,550. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. #LI-hybrid #LI-LF2