Whitley Penn, a leading CPA and Consulting firm, is looking for a TaxAssociate to join our team. The TaxAssociate is expected to demonstrate a basic knowledge of the Internal Revenue Code, and other official tax laws, regulations and guidance, with the ability to appropriately apply them to a variety of diversified assignments and tasks, under the supervision of various professionals. Assignments may include, but are not limited to, preparation of tax returns, quarterly estimates, extensions, and year-end projections for corporations, partnerships, individuals and trusts. Performance is evaluated based on the quality of work, application of accounting knowledge, and ability to meet specified time constraints and deadlines.
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 on client engagements where you will develop an understanding of the entire tax preparation process and gain real-world accounting and business knowledge.
* Prepare tax returns, quarterly estimates, extensions, and year-end projections.
* Research and propose solutions to tax questions.
* Learn to communicate and proactively work with clients to build trust-based relationships and gather information needed to conduct assignments in an organized and efficient way.
* Learn how engagement budgets connect to firm financial results and how to manage your personal billable hours to engagement budgets.
* Develop knowledge of the firm, including its professional capabilities.
* Participate in community organizations/events through volunteer and networking opportunities.
* Participate in professional development and training sessions throughout the year.
* Participate in the firm's annual performance management and goal setting process.
How Will You Get Here?
* 0-2 years of experience in public accounting
* Bachelor's in Accounting or Masters preferred
* CPA or CPA eligible
* A professional appearance and demeanor
* Basic knowledge of the Internal Revenue Code and other official tax laws, regulations, and guidance.
* A positive attitude, eagerness to learn and acquire new skills and knowledge.
* Strong communication skills, both orally and in writing
* A strong work ethic, detail oriented, strong time management skills and the ability to meet deadlines in a fast-paced environment; responsible and self-motivated.
* Organizational skills and ability to multi-task
* Ability to work respectfully and productively with diverse individuals in a variety of roles.
Why Should You Apply?
* Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
* Voluntary Dental and Vision Insurance
* 17 Annual Firm holidays, with extended breaks around July 4th and year end
* 20 days PTO for Salaried Employees
* Paid Maternity and Parental Leave
* 401(k) with Profit Sharing
* Discretionary Bonus Program
* Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
* Health & Wellness Program
* Pet Insurance
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need.
#LI-ONSITE
$70k-85k yearly est. 7d ago
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Tax Senior Associate
Whitley Penn 3.7
Tax associate job at Whitley Penn
Whitley Penn, a leading CPA and Consulting firm, is looking for a Senior TaxAssociate to join our Odessa team! The Senior TaxAssociate is responsible for leading tax engagements, preparing and reviewing a variety of tax documents, and recommending tax strategies by researching and interpreting tax laws. Seniors are responsible for planning and executing engagements and special assignments, supervising and training associates, reviewing work of associates, and communication with clients. Seniors are responsible for compliance with all professional and regulatory standards.
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 tax engagements, including planning and exciting tax engagements, managing client deadline expectations, completing returns, and managing budgets.
* Review quarterly estimates, extensions, returns, and year-end projections.
* Develop and maintain a relationship with the client and proactively work with the client's management to gather necessary tax information, identify issues, and make recommendations for business improvements.
* Research and consult on various tax issues.
* Respond to IRS and state tax authority inquiries.
* Supervise, train and mentor Tax Staff and Interns, including the review of staff prepared workpapers and evaluate performances.
* Gain a comprehensive understanding of tax process and Internal Revenue Code
* Assist with business proposals, networking and recruiting opportunities.
* Must be highly dedicated with a positive attitude, self-motivated, a team player who takes initiative and willing to learn.
How Will You Get Here?
* 2+ years of public accounting experience
* Bachelor's degree in Accounting; Master's degree is preferred
* CPA or a CPA candidate
* Strong leadership, management, networking, and mentoring skills
* Excellent written, oral communication and presentation skills
Why Should You Apply?
* Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
* Voluntary Dental and Vision Insurance
* 17 Annual Firm holidays, with extended summer and winter breaks
* 20 days PTO for Salaried Employees
* Paid Maternity and Parental Leave
* 401(k) with Profit Sharing
* Discretionary Bonus Program
* Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
* Health & Wellness Program
* Pet Insurance
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need.
#LI-ONSITE
#LI-DNI
$68k-91k yearly est. 15d ago
Tax Associate
Clifton Larson Allen 4.4
San Antonio, TX jobs
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
Our Perks:
* Flexible PTO (designed to offer flexible time away for you!)
* Up to 12 weeks paid parental leave
* Paid Volunteer Time Off
* Mental health coverage
* Quarterly Wellness stipend
* Fertility benefits
* Complete list of benefits here
CLA is currently seeking an Tax Experienced Associate to join our Pittsburgh Tax practice.
How you'll create opportunities in this Tax Experienced Associate role:
* Prepare, supervise, and review individual, C corporation, S corporation, and partnership engagements.
* Partner with clients to provide customized tax advisory services and work closely with other tax team members to identify and research complex tax issues.
* Focus on engagement management and operational excellence.
* Develop and train team members to help them build inspired careers.
* Expand your technical and professional knowledge through greater exposure to client interactions, regular self-study, and training opportunities.
* Get the opportunity to work with many great clients
What you will need:
* You have a Bachelor's Degree in Accounting, Finance, or a related field.
* You have an active CPA license or are eligible to sit for the CPA exams and meet the 150-credit requirement to obtain a CPA license
* At least 1 year of experience as an associate in public accounting is preferred.
* You are looking for a firm that will support and foster your aspiring career goals.
* You jump at the chance to help others and you're ready to join a team of high-performing people.
* You have a knack for solving issues and confidently bring solutions to the table.
* You love public accounting!
#LI- TB1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
$54k-73k yearly est. Auto-Apply 44d ago
Tax Associate
Cliftonlarsonallen 4.4
San Antonio, TX jobs
CLA is a top 10 national professional services firm where our purpose is to
create opportunities
every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
Our Perks:
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
CLA is currently seeking an Tax Experienced Associate to join our Pittsburgh Tax practice.
How you'll
create opportunities
in this Tax Experienced Associate role:
Prepare, supervise, and review individual, C corporation, S corporation, and partnership engagements.
Partner with clients to provide customized tax advisory services and work closely with other tax team members to identify and research complex tax issues.
Focus on engagement management and operational excellence.
Develop and train team members to help them build
inspired careers.
Expand your technical and professional knowledge through greater exposure to client interactions, regular self-study, and training opportunities.
Get the opportunity to work with many great clients
What you will need:
You have a Bachelor's Degree in Accounting, Finance, or a related field.
You have an active CPA license or are eligible to sit for the CPA exams and meet the 150-credit requirement to obtain a CPA license
At least 1 year of experience as an associate in public accounting is preferred.
You are looking for a firm that will support and foster your aspiring career goals.
You jump at the chance to help others and you're ready to join a team of high-performing people.
You have a knack for solving issues and confidently bring solutions to the table.
You love public accounting!
#LI- TB1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
The role of Payroll Staff is to assist with preparation of individual income tax returns, as well as payroll processing on behalf of clients. Payroll Staff are an important part of the engagement team and will have contact and interactions with the client.
Responsibilities:
Prepare and file 1040 tax returns and other tax forms
Prepare tax equalization calculation
Assist in responding to notices and act as client representative with tax authorities
Conduct gross up computation for expatriates
Maintain payroll operation by collecting and entering data
Review payroll reporting and withholdings for wages for accuracy
Develop and maintain relationship with clients
Communicate effectively and professionally, both orally and in writing, to build business relationships.
Demonstrate broad, in-depth understanding of tax concepts, actively pursue increased tax knowledge through client assignments, and keep abreast of current tax developments.
Work on multiple tax engagements simultaneously and manage time and work effectively.
Use communication and people skills to work collaboratively within a diverse team environment and effectively communicate with peers, supervisors, and clients to foster positive working relationships.
Understand and use various software applications (Excel, Word, Power Point, tax preparation software, etc.) to perform day-to-day functions.
Qualifications:
To qualify, candidate must have:
Undergraduate degree in Accounting, or a payroll concentration within an accounting program from an accredited college/university.
A CPA or EA license, or qualified candidate to sit for the CPA exam
Strong tax accounting and analytical skills.
Strong computer skills: proficiency in tax accounting software, Excel, Word.
Excellent interpersonal oral and written communication skills.
Business level proficiency in English required - Dual business level proficiency in Japanese required.
Detail-oriented and able to multi-task.
Benefits:
Teleworking
Medical, dental, vision and life insurance
401k retirement plan
Paid sick and vacation time
Paid volunteer time off / Matching Donations
Referral bonus program
CPA/EA license incentives and professional membership reimbursements
Note: Benefits may vary depending on specific employment terms
The role of Payroll Staff is to assist with preparation of individual income tax returns, as well as payroll processing on behalf of clients. Payroll Staff are an important part of the engagement team and will have contact and interactions with the client.
Responsibilities:
Prepare and file 1040 tax returns and other tax forms
Prepare tax equalization calculation
Assist in responding to notices and act as client representative with tax authorities
Conduct gross up computation for expatriates
Maintain payroll operation by collecting and entering data
Review payroll reporting and withholdings for wages for accuracy
Develop and maintain relationship with clients
Communicate effectively and professionally, both orally and in writing, to build business relationships.
Demonstrate broad, in-depth understanding of tax concepts, actively pursue increased tax knowledge through client assignments, and keep abreast of current tax developments.
Work on multiple tax engagements simultaneously and manage time and work effectively.
Use communication and people skills to work collaboratively within a diverse team environment and effectively communicate with peers, supervisors, and clients to foster positive working relationships.
Understand and use various software applications (Excel, Word, Power Point, tax preparation software, etc.) to perform day-to-day functions.
Qualifications:
To qualify, candidate must have:
Undergraduate degree in Accounting, or a payroll concentration within an accounting program from an accredited college/university.
A CPA or EA license, or qualified candidate to sit for the CPA exam
Strong tax accounting and analytical skills.
Strong computer skills: proficiency in tax accounting software, Excel, Word.
Excellent interpersonal oral and written communication skills.
Business level proficiency in English required - Dual business level proficiency in Japanese required.
Detail-oriented and able to multi-task.
Benefits:
Teleworking
Medical, dental, vision and life insurance
401k retirement plan
Paid sick and vacation time
Paid volunteer time off / Matching Donations
Referral bonus program
CPA/EA license incentives and professional membership reimbursements
Note: Benefits may vary depending on specific employment terms
$66k-82k yearly est. Auto-Apply 60d+ ago
Tax Experienced Associate- Real Estate Property Tax
Baker Tilly Virchow Krause, LLP 4.6
Houston, TX jobs
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Tax Experienced Associate- Real Estate Property Tax to join our growing State & Local Tax (SALT) practice in Dallas, TX!
Our SALT practice is made up of professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Unclaimed Property and Voluntary Disclosure & Remediation by industry needs. As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow.
Candidates for the Associate position must possess a successful track-record of experience in the real estate Property Tax market. Candidates must be able to work in a deadline driven, fast-paced, and dynamic work environment. Responsibilities include but are not limited to appealing assessment notices, property valuation, and tax filings. The Associate is responsible for ensuring client appeals are handled appropriately and working with the team to apply proper valuation methodologies.
Essential Duties and Responsibilities
* Manage property tax filings in multiple states
* File appeals, maintain appeal calendar, and attend hearings
* Successfully navigate Freeport Exemption filings where applicable
* Negotiating with assessors on multi-state portfolios
* Consistently exceed client service expectations
* Manage and motivate staff to achieve desired results
* Attain mastery of software updates and changes, specifically OneSource/PTMS
* Develop and preserve positive relationships with assessors and clients
* Create and update files and records, while tracking tax appeal deadlines
* Verify that values fall within established guidelines
* Maintain hearing schedules as required
* Manage the processing of tax bills timely and accurately
* Participate in team projects by taking ownership of assignments
* Ensure all team matters are completed in a timely manner
* Commitment to working in a dynamic, deadline driven environment
Requirements:
* Highly detail oriented
* Strong analytical and technical skills
* Ability to work independently with minimum supervision
* Excellent Communication Skills
Education and Qualifications
* Bachelor's degree in Accounting, Business Administration, Finance, or related field preferred
* Desire to pursue CMI.
* Advanced skills in Microsoft Word and Excel
* Excellent verbal and written communication skills
* Ability to meet travel requirements of the job
* Previous OneSource/PTMS software experience is required
The compensation range for this role is $63,200 to $119,820. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$63.2k-119.8k yearly Auto-Apply 58d ago
Tax Experienced Associate- Unclaimed Property
Bakertilly 4.6
Dallas, TX jobs
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Are you looking for a role to launch your business career?
Do you want to work with privately held and publicly traded companies in all industries?
As an Unclaimed Property Associate at Baker Tilly, you will assist both Fortune 500 and middle market clients across industries with their state unclaimed property reporting requirements and related consulting needs (e.g., audit defense, voluntary disclosures, policies and procedures, etc.). Unclaimed Property Associates will learn, through our on-the-job training, to apply their accounting, technology, written and oral communication skills to become a Value Architect delivering advisory and compliance services to clients. As one of the fastest growing firms in the nation, BT offers you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. This position is located in Dallas/Frisco area.
You will enjoy this role if you:
Desire to become a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges.
Want to work for a leading CPA advisory firm whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions.
Value your development and want to work for a firm that provides a great work environment (ask us about My Time Off, My Development and Dress for Your Day!).
Want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow.
You will have the opportunity to:
Be a trusted member of a national practice providing various advisory services, including:
Organization and management of client data and documents.
Detailed reviews of client records (e.g., accounting documents, procedures, etc.) to identify areas of potential unclaimed property noncompliance.
Interviews of client accounting and operational personnel.
Identification of client's potential unclaimed property exposure:
Development of strategic plans to limit client's potential exposure,
Presentation of suggestions to clients to reduce potential exposure,
Creation of models to calculate potential exposure.
Assistance with the management of clients' state unclaimed property audits and voluntary disclosure agreements.
Support for drafting technical written memorandums.
Interaction with clients, outside legal counsel, and state unclaimed property representatives.
Preparation and filing of annual unclaimed property reports to multiple jurisdictions.
Successful candidates will have:
Bachelor's or master's degree in accounting or law, or a related degree in business
Outstanding academic performance required, with a preferred GPA of 3.0 or above
Relevant internship, work experience and/or involvement with a professional organization
The ability to work effectively in a team environment with all levels of client personnel
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
Organizational and analytical skills, initiative, adaptability
Proficiency with Microsoft programs (Word, Excel, PowerPoint, etc.)
Unclaimed Property experience is NOT required
There is currently no immigration sponsorship available for this position
The compensation range for this role is $63,200 to $119,820. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$63.2k-119.8k yearly Auto-Apply 3d ago
Tax Experienced Associate- Real Estate Property Tax
Bakertilly 4.6
Dallas, TX jobs
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Tax Experienced Associate- Real Estate Property Tax to join our growing State & Local Tax (SALT) practice in Dallas, TX!
Our SALT practice is made up of professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Unclaimed Property and Voluntary Disclosure & Remediation by industry needs. As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow.
Candidates for the Associate position must possess a successful track-record of experience in the real estate Property Tax market. Candidates must be able to work in a deadline driven, fast-paced, and dynamic work environment. Responsibilities include but are not limited to appealing assessment notices, property valuation, and tax filings. The Associate is responsible for ensuring client appeals are handled appropriately and working with the team to apply proper valuation methodologies.
Essential Duties and Responsibilities
Manage property tax filings in multiple states
File appeals, maintain appeal calendar, and attend hearings
Successfully navigate Freeport Exemption filings where applicable
Negotiating with assessors on multi-state portfolios
Consistently exceed client service expectations
Manage and motivate staff to achieve desired results
Attain mastery of software updates and changes, specifically OneSource/PTMS
Develop and preserve positive relationships with assessors and clients
Create and update files and records, while tracking tax appeal deadlines
Verify that values fall within established guidelines
Maintain hearing schedules as required
Manage the processing of tax bills timely and accurately
Participate in team projects by taking ownership of assignments
Ensure all team matters are completed in a timely manner
Commitment to working in a dynamic, deadline driven environment
Requirements:
Highly detail oriented
Strong analytical and technical skills
Ability to work independently with minimum supervision
Excellent Communication Skills
Education and Qualifications
Bachelor's degree in Accounting, Business Administration, Finance, or related field preferred
Desire to pursue CMI.
Advanced skills in Microsoft Word and Excel
Excellent verbal and written communication skills
Ability to meet travel requirements of the job
Previous OneSource/PTMS software experience is required
The compensation range for this role is $63,200 to $119,820. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$63.2k-119.8k yearly Auto-Apply 58d ago
Experienced Associate- Sales/Use Tax
Bakertilly 4.6
Fort Worth, TX jobs
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for an Experienced Sales/Use Associate to join our growing State & Local Tax (SALT) practice in Texas!
Our SALT practice is made up of professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Unclaimed Property and Voluntary Disclosure & Remediation by industry needs. As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow.
The Sales and Use Tax Consultant's primary responsibilities are to identify Sales and Use tax savings opportunities for multi-state clients and direct staff in day to-day operations. The incumbent will be meeting with clients and/or taxing authorities, preparing correspondence, researching issues, completing data reconciliations, making taxability decisions and preparing tax authority filings.
You will enjoy this role if:
You would like to work directly with firm leadership to support middle market and fortune 500 companies with sales & use tax issues and compliance
You are looking to be part of a fast growing, state & local tax practice who is also down-to-earth and thrives through collaboration
You want to be part of firm that values specialty tax practices and is invested in your success, providing the resources and support for you to grow now, for tomorrow
What you will do:
Prepare sales & use tax forms and resolve outstanding tax issues for middle market and Fortune 500 clients and ensure they are in compliance with applicable state tax laws. This includes:
Prepare and file state and local sales tax returns for various jurisdictions for multiple clients
Perform research on relevant tax law
Interact and manage multiple clients in a deadline-oriented environment while maintaining exceptional accuracy and attention to detail
Analyze large amounts of client data
Maintain internal relationships with colleagues, other service lines and engagement/project teams
Develop and retain technical tax expertise
Proactively identify and communicate issues as they arise
Maintain a positive and “team player” attitude
Become familiar with and adhere to the firm's policies and procedures
Apply a working knowledge of various computer applications
Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
Bachelor's degree in accounting, finance, business, economics, or related math degree required
Minimum (1) one year experience in public accounting or industry completing and reconciling multi-state sales and use tax returns and performing research on taxability law preferred
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
Strong leadership, project management, organizational and analytical skills, initiative, adaptability
Microsoft Suite skills
There is currently no immigration sponsorship available for this position
The compensation range for this role is $63,200 to $119,820. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location
We strive every day to exemplify our CLA values - curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one's actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else.
CLA is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other.
Our Austin, TX location is seeking Tax/Audit Interns.
Come and see for yourself!
PRIMARY RESPONSIBILITIES
Prepares individual, corporate, partnership, and other types of tax returns.
Performs audit, review, compilation, and other assurance services.
Gains experience, exposure, and knowledge of procedures, workpapers and systems.
Supports multiple client engagements on time and within budget, identifying issues and communicating progress.
Expands industry knowledge, through greater exposure to peers, clients, and formal training opportunities.
Completes research and special projects as needed.
Communicates effectively with clients and CLA family members on a regular basis.
MINIMUM REQUIREMENTS
Working towards the achievement of a bachelor's degree - Degree in Accounting or Finance strongly preferred.
Achieving credit requirements to be eligible to sit for the CPA exam per state requirements.
General knowledge of accounting principles and reporting of financial data.
Willingness to learn new technologies.
Proficient with Microsoft (MS) Windows and Office products.
Reliable transportation and willingness to travel to client sites.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Are you interested in joining one of the fastest growing public accounting firms?
Would you like the ability to focus on one industry sector and further become an expert for your clients?
If yes, consider joining Baker Tilly (BT) as Tax Senior Associate! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow
What you will do:
Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients:
Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies
Participate in tax research projects on a variety of tax issues, help to draft IRS responses and address other tax authority inquiries
Team with leaders on special projects in various areas of corporate and flow through taxation such as accounting methods and ASC740
Develop recommendations for the client to consider and share with leadership to discuss and strategize
Communicate and team with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas
Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
Successful candidates will have:
Bachelor's degree in accounting or law, or a related degree in business, and sufficient course work and credits to sit for the CPA and/or Bar exam in the state you are being considered
CPA or JD license preferred
Two (2)+ years of experience providing federal tax compliance and consulting services in a public accounting firm
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
Strong leadership, project management, organizational and analytical skills, initiative, adaptability
Microsoft Suite skills
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
#LI-JB3
#LI-Hybrid
$75k-103k yearly est. Auto-Apply 60d+ ago
Tax Internship - Winter 2027
Holthouse Carlin & Van Trigt LLP 4.3
Fort Worth, TX jobs
Come for the Challenge. Stay for the Experience. At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.
What We Do and Who We Serve
We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.
We Live Our Core Values
Our values guide us in our day-to-day interactions with our clients and each other-Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.
Discover How Far You Can Go.
Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on-the kind of work that helps you develop and refine your skills to advance in the profession.
Hybrid Work
HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.
This role requires candidates to be available to work 40 hours a week Monday through Friday from early January through Mid-April. In-office days are Monday, Tuesday and Thursday.
As an Intern in our Tax service line, you will be responsible for the following:
* Prepare federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts and its related income tax work papers
* Complete a variety of projects within engagement timeline and budget guidelines
* Learn and effectively utilize firm tax preparation software to continually learn, share knowledge with team members, and enhance the quality of service to clients
* Perform self-review of work
* Perform tax technical research assigned by supervisors
* Develop strong relationships with firm professionals
* Participate in firm training and activities
* Work with your buddy and performance manager on professional development of both technical and soft skills.
To be successful, these are the skills, qualities and experience you will need:
* On track to completing a bachelor's degree in accounting or a master's degree in accounting or taxation between May 2027 - June 2028
* Available to work 40 hours a week Monday through Friday from early January through Mid-April
* In-office days are Monday, Tuesday and Thursday
* Minimum overall and accounting GPAs of 3.0
* Active membership in Beta Alpha Psi or another campus accounting or related organization is a plus
* Strong technical aptitude and demonstrate effective verbal and written communication skills
* Exhibit leadership skills that demonstrate strong judgement, problem-solving, and decision-making abilities
* Able to learn in a fast paced environment and receptive to feedback and coaching
* Ability to multi-task, prioritize responsibilities, and take initiative on projects
* High attention to detail
* A positive attitude and is a team player mentality with a can-do spirit
How to Apply:
* Select the job posting you're most interested in and submit an application - **************************
* Required documents - Resume, Unofficial Transcripts, Completed Application
* Note - HCVT is unable to sponsor the work authorization of candidates.
Connect with us:
LinkedIn, Instagram, Facebook, HCVT Website
#LI-MO1
#LI-Hybrid
#LI-DNI
The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.
$53k-74k yearly est. 60d+ ago
Tax Internship - Summer 2027
Holthouse Carlin & Van Trigt LLP 4.3
Fort Worth, TX jobs
Come for the Challenge. Stay for the Experience. At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.
What We Do and Who We Serve
We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.
We Live Our Core Values
Our values guide us in our day-to-day interactions with our clients and each other-Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.
Discover How Far You Can Go.
Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on-the kind of work that helps you develop and refine your skills to advance in the profession.
Hybrid Work
HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.
In-office days are Monday, Tuesday and Thursday.
As an Intern in our Tax service line, you will be responsible for the following:
* Prepare federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts and its related income tax work papers
* Complete a variety of projects within engagement timeline and budget guidelines
* Learn and effectively utilize firm tax preparation software to continually learn, share knowledge with team members, and enhance the quality of service to clients
* Perform self-review of work
* Perform tax technical research assigned by supervisors
* Develop strong relationships with firm professionals
* Participate in firm training and activities
* Work with your buddy and performance manager on professional development of both technical and soft skills.
To be successful, these are the skills, qualities and experience you will need:
* On track to completing a bachelor's degree in accounting or a master's degree in accounting or taxation between December 2027 - May 2028
* Available to work 40 hours a week from Mid-June through Mid-August
* In-office days are Monday, Tuesday and Thursday
* Minimum overall and accounting GPAs of 3.0
* Active membership in Beta Alpha Psi or another campus accounting organization
* Strong technical aptitude and demonstrate effective verbal and written communication skills
* Exhibit leadership skills that demonstrate strong judgement, problem-solving, and decision-making abilities
* Able to learn in a fast paced environment and receptive to feedback and coaching
* Ability to multi-task, prioritize responsibilities, and take initiative on projects
* High attention to detail
* A positive attitude and is a team player mentality with a can-do spirit
How to Apply:
* Select the office you're most interested in and submit an application - **************************
* Required documents - Resume, Unofficial Transcripts
* Note - HCVT is unable to sponsor the work authorization of candidates.
Connect with us:
LinkedIn, Instagram, Facebook, HCVT Website
#LI-MO1
#LI-Hybrid
#LI-DNI
The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.