At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.
Responsibilities
Responsibilities:
Communicate with client and firm associate requests in a timely, accurate, positive and professional manner
Establish and maintain effective client relationships through regular communications, including on-site visits
Adhere to prescribed budgets and deadlines
Develop technical competency and provide assistance to clients
Participate in continuing professional education programs
Serve as a trusted business advisor for clients and associates
Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader
Use data analysis skills to discover useful information and patterns to provide support in recommendations
Tax Specific:
Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders
Understand and effectively use current tax and accounting software applications
Research tax related issues and other related financial reports
Knowledge, Skills and Abilities
Qualifications:
Bachelors degree in accounting or an equivalent combination of education and experience
CPA certification preferred. Candidates actively pursuing CPA certification will be considered.
2-3+ years of experience
Ability to plan, prioritize, and organize work effectively
Ability to balance many projects simultaneously
Ability to work under pressure and time deadlines
Ability to analyze data and recommend solutions
Strong verbal and written communication skills
Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-BK1 #LI-hybrid
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
$59k-76k yearly est. Auto-Apply 60d+ ago
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Tax Senior Manager
Haskell & White 4.2
Irvine, CA jobs
Job Description
Haskell & White is seeking a TaxSenior Manager candidate with exceptional talent in taxation. We are a team of professionals with experience and leadership, possessing a high level of understanding of the business climate today and for the foreseeable future. Help us drive revenue with your unique skills. Join a firm that understands its clients and provides an exceptional fast-paced environment for its professionals.
If this sounds like a team you could thrive in, we want to meet you soon. We are poised to dominate the market with your help. You will lead and manage multiple tax engagements to deliver quality tax services for our clients, work collaboratively, and manage and assist staff members in their journey.
Requirements:
A valid CPA license
Extensive experience in Public Accounting
Job Type: Full-time
Salary: $160,000.00 - $200,000.00 per year
Benefits:
401(k) matching
Medical, Vision, and Dental insurance - Employer contributes 90%
Disability insurance
Life insurance
Flexible schedule
Four weeks of paid vacation per year
Work from home
Experience:
8 years (Preferred)
License/Certification:
CPA License
We look forward to meeting you and discussing how you can contribute to our dynamic team.
$160k-200k yearly 2d ago
Tax Senior Manager
Haskell & White 4.2
San Diego, CA jobs
Job Description
Haskell & White is seeking a TaxSenior Manager candidate with exceptional talent in taxation. We are a team of professionals with experience and leadership, possessing a high level of understanding of the business climate today and for the foreseeable future. Help us drive revenue with your unique skills. Join a firm that understands its clients and provides an exceptional fast-paced environment for its professionals.
If this sounds like a team you could thrive in, we want to meet you soon. We are poised to dominate the market with your help. You will lead and manage multiple tax engagements to deliver quality tax services for our clients, work collaboratively, and manage and assist staff members in their journey.
Requirements:
A valid CPA license
Extensive experience in Public Accounting
Job Type: Full-time
Salary: $160,000.00 - $200,000.00 per year
Benefits:
401(k) matching
Medical, Vision, and Dental insurance - Employer contributes 90%
Disability insurance
Life insurance
Flexible schedule
Four weeks of paid vacation per year
Work from home
Experience:
8 years (Preferred)
License/Certification:
CPA License
We look forward to meeting you and discussing how you can contribute to our dynamic team.
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you will love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
EisnerAmper is seeking a TaxSenior Associate to join our Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and demonstrates a commitment to delivering exceptional client services.
What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top “Places to Work” awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create innovative solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What Work You Will be Responsible For:
Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.
Build impactful relationships with new and existing clients and maintain relationships with firm leadership.
Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines.
Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.
Mentor and coach junior team members.
Professional Development: Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.
Basic Qualifications:
Bachelor's Degree in Accounting or equivalent field is required
2+ years of tax compliance and/or tax consulting experience
Preferred/Desired Qualifications:
Master's Degree in Taxation or relevant field
CPA (Certified Public Accountant), or parts passed towards completion, OR IRS (Internal Revenue Service) Enrolled Agent Certification
Experience using GoSystems or CCH Axcess tax software
About our Private Client Services (PCS) Team:
The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future.
As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about, but pursue it.
Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,500 employees including 450 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
Should you need any accommodations to complete this application please email: *********************************
#LI-MA1
#LI-Remote
Preferred Location:Denver
For NYC and California, the expected salary range for this position is between
80000
and
115000
The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
$72k-100k yearly est. Auto-Apply 60d+ ago
Tax Manager
Haskell and White 4.2
San Diego, CA jobs
Haskell & White is seeking Tax Manager candidates with exceptional real estate partnership and corporate taxation talent. We are a team of professionals with experience and, leadership, a high level of understanding of the business climate today and for the foreseeable future. Help us drive revenue with your unique skills. Join a firm that understands its clients and provides an exceptional fast-paced environment for its professionals.
If this sounds like a team you could thrive in, we want to meet you soon. We are poised to dominate the market with your help. You will lead and manage multiple tax engagements to deliver quality tax services for our clients in both real estate and corporate environments, work collaboratively and manage and assist staff members in their journey.
A valid CPA license and extensive experience in Public Accounting is required for this role.
Job Type: Full-time
Salary: $110,000.00 - $150,000.00 per year
Benefits:
* 401(k) matching
* Medical, Vision, and Dental insurance - Employer contributes 90%
* Disability insurance
* Life insurance
* Flexible schedule
* Four weeks of paid vacation per year
* Work from home
Experience:
* 5 years (Preferred)
License/Certification:
* CPA License (Preferred)
$110k-150k yearly 60d+ ago
Tax Manager
Haskell and White 4.2
Irvine, CA jobs
Haskell & White is seeking Tax Manager candidates with exceptional real estate partnership and corporate taxation talent. We are a team of professionals with experience and, leadership, a high level of understanding of the business climate today and for the foreseeable future. Help us drive revenue with your unique skills. Join a firm that understands its clients and provides an exceptional fast-paced environment for its professionals.
If this sounds like a team you could thrive in, we want to meet you soon. We are poised to dominate the market with your help. You will lead and manage multiple tax engagements to deliver quality tax services for our clients in both real estate and corporate environments, work collaboratively and manage and assist staff members in their journey.
A valid CPA license and extensive experience in Public Accounting is required for this role.
Job Type: Full-time
Salary: $110,000.00 - $150,000.00 per year
Benefits:
* 401(k) matching
* Medical, Vision, and Dental insurance - Employer contributes 90%
* Disability insurance
* Life insurance
* Flexible schedule
* Four weeks of paid vacation per year
* Work from home
Experience:
* 5 years (Preferred)
License/Certification:
* CPA License (Preferred)
$110k-150k yearly 60d+ ago
Staff Accountant - Attest (Audit)
EFPR 4.0
Rochester, NY jobs
EFPR Group is seeking entry level Staff Accountants to join its Auditing team in Buffalo. The staff accountant will be responsible for insuring assigned engagements are completed in a timely fashion using the resources provided by the firm while maintaining the standards set forth by the firm's quality control document. The Company offers a unique environment that fosters individual growth and rewards performance.
Job Duties to include the following, but not limited to:
Responsible for insuring the assigned engagements are completed timely and with minimal error
Interact with clients to facilitate workflow
Conduct research, maintain proficiency in professional standards and develop expertise within the firm
Learn and adhere to the firm's policies and procedures
Help to develop a responsible and trained staff by providing assistance on recruiting, mentoring and professional development programs
Prepare audit files and documents.
Perform audit programs on assigned audit areas.
Complete audit workpapers using client provided documents.
Review and inspect completed financial statements.
*Flexible Schedule and Remote opportunities available
Requirements
Education Requirements:
BS/MS Accounting Graduate
Preferred Skills:
Exceptional customer service skills.
Self-starter with the ability to handle and manage multiple priorities.
Strong organizational, problem-solving, and analytical skills.
Experience with ProSystems Engagement software is a plus.
Proficient computer skills in:
Creative Solutions
QuickBooks
Sage Accounting
Excel
Word
Attention to detail and accuracy.
Excellent organizational and verbal and written communication skills.
Multi-tasking.
Strong communication skills.
Interpersonal skills for facilitating all firm billing with partners, bill managers and clients.
Possess the ability to listen and handle elevated situations as they arise and maintain professionalism in difficult conversations with staff and clients.
Ability to work in a fast paced, due date oriented environment.
Extreme confidentiality required.
Ask appropriate questions as needed
Work Location
The position is based in Rochester, NY. Consideration will be given to qualified employees if they wish to work remotely.
Benefits & Perks
The Firm offers a competitive compensation and benefits package, as well as excellent opportunities for career development and advancement. For a list of employee benefits, please visit our website, here.
Confidentiality Commitment
*All inquiries and resume submissions are handled with the utmost confidentiality and discretion.*
EFPR Group LLP is an Equal Opportunity Employer.
No phone calls please.
$61k-75k yearly est. 60d+ ago
Staff Accountant - Tax & Business Services
EFPR 4.0
Rochester, NY jobs
About the Opportunity
EFPR Group is seeking Staff Accountants, with 1-3 years of experience in public accounting to join its Tax and Business Services Team.
Work on multiple client engagements, preparing and reviewing complex business and individual tax returns while providing innovative tax planning and compliance services.
Build effective client relationships and identify tax issues, research solutions, and deliver timely, high-quality service.
Participate in staff development, including training and mentoring interns, while continuously learning new tax skills across a diverse client base.
*Flexible Schedule and Remote opportunities available
Requirements
Qualifications:
Bachelor's Degree in Accounting, with progress towards or completion of CPA licensure; a Master's Degree is a plus.
Effective leadership and interpersonal skills, with strong organizational and analytical capabilities.
Proficient in tax research and accounting software, including ProSystems Engagement, Creative Solutions, QuickBooks, Sage Accounting, Excel, and Word.
Exceptional customer service and communication skills, with the ability to manage multiple priorities in a fast-paced environment.
Attention to detail and professionalism, ensuring extreme confidentiality and effective handling of elevated situations.
Work Location
The position is based in Rochester, NY. Consideration will be given to qualified employees if they wish to work remotely.
Benefits & Perks
The Firm offers a competitive compensation and benefits package, as well as excellent opportunities for career development and advancement. For a list of employee benefits, please visit our website, here.
Confidentiality Commitment
*All inquiries and resume submissions are handled with the utmost confidentiality and discretion.*
EFPR Group LLP is an Equal Opportunity Employer.
No phone calls please.
$61k-75k yearly est. 60d+ ago
Staff Accountant - Tax & Business Services
EFPR 4.0
Williamsville, NY jobs
About the Opportunity
EFPR Group is seeking Staff Accountants, with 1-3 years of experience in public accounting to join its Tax and Business Services Team.
Work on multiple client engagements, preparing and reviewing complex business and individual tax returns while providing innovative tax planning and compliance services.
Build effective client relationships and identify tax issues, research solutions, and deliver timely, high-quality service.
Participate in staff development, including training and mentoring interns, while continuously learning new tax skills across a diverse client base.
*Flexible Schedule and Remote opportunities available
Requirements
Qualifications:
Bachelor's Degree in Accounting, with progress towards or completion of CPA licensure; a Master's Degree is a plus.
Effective leadership and interpersonal skills, with strong organizational and analytical capabilities.
Proficient in tax research and accounting software, including ProSystems Engagement, Creative Solutions, QuickBooks, Sage Accounting, Excel, and Word.
Exceptional customer service and communication skills, with the ability to manage multiple priorities in a fast-paced environment.
Attention to detail and professionalism, ensuring extreme confidentiality and effective handling of elevated situations.
Work Location
The position is based in Rochester, NY. Consideration will be given to qualified employees if they wish to work remotely.
Benefits & Perks
The Firm offers a competitive compensation and benefits package, as well as excellent opportunities for career development and advancement. For a list of employee benefits, please visit our website, here.
Confidentiality Commitment
*All inquiries and resume submissions are handled with the utmost confidentiality and discretion.*
EFPR Group LLP is an Equal Opportunity Employer.
No phone calls please.
$61k-75k yearly est. 60d+ ago
Income Tax Senior Manager, State and Local Tax
BDO USA 4.8
Milwaukee, WI jobs
A STS TaxSenior Manager, State and Local Taxation is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the STS SALT Senior Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. In addition, the STS SALT Senior Manager will work with the Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to their clients.
Job Duties:
Research
Identifies complex situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted
Analyzes researched facts and the sources utilized prior to composing a detailed report of the research findings
Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel
Tax Compliance
Conducts detailed reviews of tax returns with the ability to identify most significant state tax issues
Composes responses to notices from state taxing authorities
Provides assistance with exam support
Tax Consulting
Drafts tax memorandums, tax opinions and other documentation on various tax issues
Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate
Determines tax planning process
Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements
Assists in the development of consultative selling strategies
Manages the expectations of assigned clients
Tax Controversy
Represents clients before any tax authority on contested issues
Tax Related Software
Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks
Tax Specialization
Provides technical client service to multi-state companies with state and local tax issues
Conducts negotiation of settlements, voluntary disclosure agreements and state tax audit representation
Drafts technical memoranda regarding state and local tax issues
Accounting for Income Taxes - SFAS109
Prepares tax accrual workpapers
ASC740-10
Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, as well as FAS5 for sales tax and unclaimed properties
Strategy Development
Reviews studies of tax implications to identify alternative courses of actions to benefits clients
Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits
Assist with researching potential tax strategies
Suggests marketing approaches for new client acquisition
Other duties as required
Supervisory Responsibilities:
Supervises the day-to-day workload of STS SALT Managers, Senior Associates, and Associates on assigned engagements and reviews work product
Ensures STS SALT Managers, Senior Associates, Associates and Interns are trained on all relevant tax software
Evaluates the performance of STS SALT Managers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development
Delivers periodic performance feedback and completes performance evaluations for STS SALT Managers, Senior Associates, Associates and Interns
Acts as Career Advisor to STS SALT Managers, Senior Associates, and Associates, as appropriate
Other duties as required
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelors degree in Accounting or other relevant field required
Masters degree in Accounting/Taxation or J.D. preferred
Experience:
Eight + years of prior experience in state and local/multistate experience required
Prior experience supervising tax professionals on a project or engagement basis required
Prior experience preparing and/or reviewing tax provisions preferred
Prior experience with corporate taxation, consolidations and partnerships preferred
License/Certifications:
CPA certification or other relevant certification preferred
Software:
Proficient in the use of Microsoft Office Suite, specifically Excel and Word preferred
Exposure to and familiarity with standard tax applications and research tools preferred
Language:
N/A
Other Knowledge, Skills & Abilities:
Excellent oral and written communication skills
Superior analytical and research skills
Solid organizational skills especially ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
Capable of effective managing a team of tax professionals and delegating work assignments as needed
Capacity to build and maintain strong relationships with internal and client personnel
Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
Executive presence and ability to act as primary contact on assigned engagements
Ability to successfully interact with professionals at all levels
Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
Advanced knowledge of sources of relevant information utilized in tax filings
Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $99,750 - $262,500
Maryland Range: $99,750 - $262,500
NYC/Long Island/Westchester Range: $99,750 - $262,500
Washington DC Range: $99,750 - $262,500
$71k-100k yearly est. Auto-Apply 60d+ ago
Income Tax Senior Manager, State and Local Tax
BDO Global 4.8
Milwaukee, WI jobs
A STS TaxSenior Manager, State and Local Taxation is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the STS SALT Senior Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. In addition, the STS SALT Senior Manager will work with the Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to their clients.
Job Duties:
* Research
* Identifies complex situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted
* Analyzes researched facts and the sources utilized prior to composing a detailed report of the research findings
* Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel
* Tax Compliance
* Conducts detailed reviews of tax returns with the ability to identify most significant state tax issues
* Composes responses to notices from state taxing authorities
* Provides assistance with exam support
* Tax Consulting
* Drafts tax memorandums, tax opinions and other documentation on various tax issues
* Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate
* Determines tax planning process
* Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements
* Assists in the development of consultative selling strategies
* Manages the expectations of assigned clients
* Tax Controversy
* Represents clients before any tax authority on contested issues
* Tax Related Software
* Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks
* Tax Specialization
* Provides technical client service to multi-state companies with state and local tax issues
* Conducts negotiation of settlements, voluntary disclosure agreements and state tax audit representation
* Drafts technical memoranda regarding state and local tax issues
* Accounting for Income Taxes - SFAS109
* Prepares tax accrual workpapers
* ASC740-10
* Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, as well as FAS5 for sales tax and unclaimed properties
* Strategy Development
* Reviews studies of tax implications to identify alternative courses of actions to benefits clients
* Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits
* Assist with researching potential tax strategies
* Suggests marketing approaches for new client acquisition
* Other duties as required
* Supervisory Responsibilities:
* Supervises the day-to-day workload of STS SALT Managers, Senior Associates, and Associates on assigned engagements and reviews work product
* Ensures STS SALT Managers, Senior Associates, Associates and Interns are trained on all relevant tax software
* Evaluates the performance of STS SALT Managers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development
* Delivers periodic performance feedback and completes performance evaluations for STS SALT Managers, Senior Associates, Associates and Interns
* Acts as Career Advisor to STS SALT Managers, Senior Associates, and Associates, as appropriate
* Other duties as required
Qualifications, Knowledge, Skills and Abilities:
Education:
* Bachelors degree in Accounting or other relevant field required
* Masters degree in Accounting/Taxation or J.D. preferred
Experience:
* Eight + years of prior experience in state and local/multistate experience required
* Prior experience supervising tax professionals on a project or engagement basis required
* Prior experience preparing and/or reviewing tax provisions preferred
* Prior experience with corporate taxation, consolidations and partnerships preferred
License/Certifications:
* CPA certification or other relevant certification preferred
Software:
* Proficient in the use of Microsoft Office Suite, specifically Excel and Word preferred
* Exposure to and familiarity with standard tax applications and research tools preferred
Language:
* N/A
Other Knowledge, Skills & Abilities:
* Excellent oral and written communication skills
* Superior analytical and research skills
* Solid organizational skills especially ability to meet project deadlines with a focus on details
* Ability to successfully multi-task while working independently or within a group environment
* Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
* Capable of effective managing a team of tax professionals and delegating work assignments as needed
* Capacity to build and maintain strong relationships with internal and client personnel
* Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
* Executive presence and ability to act as primary contact on assigned engagements
* Ability to successfully interact with professionals at all levels
* Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
* Advanced knowledge of sources of relevant information utilized in tax filings
* Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $99,750 - $262,500
Maryland Range: $99,750 - $262,500
NYC/Long Island/Westchester Range: $99,750 - $262,500
Washington DC Range: $99,750 - $262,500
$71k-100k yearly est. 60d+ ago
Tax Senior Manager, Core Tax Services
BDO USA 4.8
Madison, WI jobs
The SeniorTax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners.
Performs tax planning, preparation and research for pass through entities (S-corps, LLCs, Partnerships) and the business owners' individual returns, which may include estates, trusts and charitable entities
Manages client engagements, supervises and reviews work of team staff members, work closely with clients as well as internal managers and partners
Contributes to client satisfaction by providing timely services and work product
Demonstrates an understanding of tax concepts and actively pursuing increased tax knowledge through client assignments and current tax developments
Tax Compliance
Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”)
Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.
Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
Plans and reviews the tax process and the procedures to be performed to include:
Budgeting and staffing
Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
Timely billing including management of identified out-of-scope activity and communication to client
Timely collection of A/R
Manages client relationships/expectations in accordance with the project
Provides advice to clients in a timely manner;
Research
Identifies when research is needed and performs such research; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Applies most Firm and professional standards for preparation of WTA and tax returns
Involves firm specialists, as appropriate
Strategy Development
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
Reviews studies of tax implications and offers clients alternative courses of action
Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods
Other duties as required
Supervisory Responsibilities:
Responsible for building a team of professionals by training and working together to serve our high net worth clients with timely responses to their needs
Supervises associates and senior associates on all projects
Reviews work prepared by associates and senior associates and provide review comments
Trains Associates and Seniors how to use all current software tools
Acts as a Career Advisor to associates and senior associates
Schedules and manages workload of associates and senior associates
Provides verbal and written performance feedback to associates and senior associate
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree, required; major in Accounting, Finance, Economics or Statistics, preferred
Master's degree in Accounting or Taxation, preferred
Experience:
Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required. Specifically, experience with working on individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients.
Prior supervisory experience, required
License/Certifications:
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), required
Possession of other professional degrees or certifications applicable to role, preferred
Software:
Proficient in Microsoft Office Suite, preferred
Other Knowledge, Skills & Abilities:
Detailed oriented
Excellent written and verbal communication skills
Ability to work independently and in a team environment
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills as well as decision-making skills
Capable of developing and managing a team of tax professionals
Capable of effectively developing and maintaining client relationships
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $146,000 - $200,000
Colorado Range: $165,000 - $180,000
Illinois Range: $140,000 - $190,000
Maryland Range: $150,000 - $180,000
Massachusetts Range: $150,000 - $206,000
Minnesota Range: $130,000 - $190,000
New Jersey Range: $155,000 - $200,000
NYC/Long Island/Westchester Range: $190,000 - $225,000
Washington Range: $158,400 - $215,400
Washington DC Range: $162,000 - $190,000
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.
Responsibilities
Our TaxSenior opening is hybrid and will serve healthcare and for-profit medical practice clients.
Responsibilities:
Communicate with client and firm associate requests in a timely, accurate, positive and professional manner
Establish and maintain effective client relationships through regular communications, including on-site visits
Adhere to prescribed budgets and deadlines
Develop technical competency and assist clients
Participate in continuing professional education programs
Serve as a trusted business advisor for clients and associates
Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader
Use data analysis skills to discover useful information and patterns to provide support in recommendations
Tax Specific:
Provide medical practice clients tax compliance services and proactive tax consultations on individual, C corporation, S corporation, and partnership engagements in accordance with firm and professional standards as directed by engagement leaders
Partner with clients to provide customized tax advisory services and work closely with other tax team members to identify and research complex tax issues.
Grow into a deep industry expertise focused on the medical practice space.
Understand and effectively use current tax and accounting software applications
Research tax related issues and other related financial reports
Knowledge, Skills and Abilities
Qualifications:
Bachelors degree in accounting or a related field
CPA certification preferred. Candidates actively pursuing CPA certification will be considered.
3-4 years of related experience
Prior experience in healthcare tax preferred
Ability to plan, prioritize, and organize work many projects simultaneously under pressure and time deadlines
Ability to analyze data and recommend solutions
Strong verbal and written communication skills
Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-BK1 #LI-hybrid
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
$59k-75k yearly est. Auto-Apply 41d ago
Tax Manager
Bakertilly 4.6
Remote
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
Join Baker Tilly as a Tax Manager with our DC office! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You'll enjoy this role if:
You are looking for an opportunity to expand your career in small business tax and accounting, becoming an 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 who serves their clients with 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 programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to contribute to your engagement team's professional growth and enhance your own skills to build a career with opportunities now, for tomorrow
What you will do:
Be a trusted member of the team providing various tax, accounting and advisory services to small business clients:
Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials.
Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters
Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate
Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues
Provide recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives
Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client
Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery
Maintain current knowledge of local, state, and federal tax practices and laws
Assist with managing client engagement 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
Qualifications
Successful candidates will have:
Bachelor's degree in accounting, master's or advanced degree desirable
CPA or JD required
Five (5)+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm
Two (2)+ years of supervisory experience, mentoring and counseling associates
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
The compensation range for this role is $91,220 to $172,950. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$91.2k-173k yearly Auto-Apply 58d ago
Tax Manager
Baker Tilly Virchow Krause, LLP 4.6
Milwaukee, WI 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
This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You'll enjoy this role if:
You are looking for an opportunity to expand your career in business tax and accounting, becoming an 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 who serves their clients with 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 programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to contribute to your engagement team's professional growth and enhance your own skills to build a career with opportunities now, for tomorrow
What you will do:
Be a trusted member of the team providing various tax, accounting and advisory services to clients:
Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials.
Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters
Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate
Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues
Provide recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives
Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client
Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery
Maintain current knowledge of local, state, and federal tax practices and laws
Assist with managing client engagement 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
Qualifications:
Bachelor's degree in accounting, master's or advanced degree desirable
CPA or JD required
Five (5)+ years of experience providing tax compliance, accounting and advisory services in a professional services firm
Two (2)+ years of supervisory experience, mentoring and counseling associates
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
$68k-93k yearly est. Auto-Apply 50d ago
Tax Manager
Bakertilly 4.6
Appleton, WI 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
This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You'll enjoy this role if:
You are looking for an opportunity to expand your career in business tax and accounting, becoming an 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 who serves their clients with 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 programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to contribute to your engagement team's professional growth and enhance your own skills to build a career with opportunities now, for tomorrow
What you will do:
Be a trusted member of the team providing various tax, accounting and advisory services to clients:
Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials.
Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters
Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate
Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues
Provide recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives
Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client
Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery
Maintain current knowledge of local, state, and federal tax practices and laws
Assist with managing client engagement 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
Qualifications:
Bachelor's degree in accounting, master's or advanced degree desirable
CPA or JD required
Five (5)+ years of experience providing tax compliance, accounting and advisory services in a professional services firm
Two (2)+ years of supervisory experience, mentoring and counseling associates
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
$68k-93k yearly est. Auto-Apply 50d ago
Tax Manager
Baker Tilly Virchow Krause, LLP 4.6
Janesville, WI 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
This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You'll enjoy this role if:
You are looking for an opportunity to expand your career in business tax and accounting, becoming an 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 who serves their clients with 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 programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to contribute to your engagement team's professional growth and enhance your own skills to build a career with opportunities now, for tomorrow
What you will do:
Be a trusted member of the team providing various tax, accounting and advisory services to clients:
Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials.
Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters
Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate
Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues
Provide recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives
Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client
Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery
Maintain current knowledge of local, state, and federal tax practices and laws
Assist with managing client engagement 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
Qualifications:
Bachelor's degree in accounting, master's or advanced degree desirable
CPA or JD required
Five (5)+ years of experience providing tax compliance, accounting and advisory services in a professional services firm
Two (2)+ years of supervisory experience, mentoring and counseling associates
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
$68k-92k yearly est. Auto-Apply 50d ago
Tax Manager
Baker Tilly Virchow Krause, LLP 4.6
Wisconsin 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
This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You'll enjoy this role if:
You are looking for an opportunity to expand your career in business tax and accounting, becoming an 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 who serves their clients with 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 programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to contribute to your engagement team's professional growth and enhance your own skills to build a career with opportunities now, for tomorrow
What you will do:
Be a trusted member of the team providing various tax, accounting and advisory services to clients:
Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials.
Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters
Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate
Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues
Provide recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives
Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client
Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery
Maintain current knowledge of local, state, and federal tax practices and laws
Assist with managing client engagement 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
Qualifications:
Bachelor's degree in accounting, master's or advanced degree desirable
CPA or JD required
Five (5)+ years of experience providing tax compliance, accounting and advisory services in a professional services firm
Two (2)+ years of supervisory experience, mentoring and counseling associates
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
$68k-92k yearly est. Auto-Apply 50d ago
Senior Project Accountant - Client Accounting Services, Real Estate
Baker Tilly Virchow Krause, LLP 4.6
Milwaukee, WI 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:
Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way? We're looking for a Senior Project Accountant to join our outsourced client accounting practice. In this role, you will work in a cloud based environment and serve as a Project Accountant for multiple clients across the country, working with a team of professionals to provide property accounting services to their businesses. Come and join a fast growing team, where we can offer you variety in your client work to help you grow your skills and a steady schedule to allow for a healthy work/life balance!
You will enjoy this role if:
* You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized
* You are comfortable using technology and would enjoy helping businesses become more automated through cloud based accounting solutions
* You are looking to be part of a fast growing, innovative practice where your hard work and creativity can help us continue to build, improve and advance
* You like a corporate accounting department schedule and environment, but also crave the investment in technology and training that an innovative CPA firm provides to accountants
This role is a fit for you if you are:
* Looking to work within a team environment to help serve our clients as their outsourced accounting leader.
* A creative problem solver who enjoys learning new businesses and has the desire to become an advisor to clients in order to help them achieve their goals and dreams.
* Organized and able to push for high quality, efficient and profitable client engagements.
* A team player with strong communication skills and desire to work collaboratively with others to meet client needs.
* An accounting professional who enjoys staying on top of accounting trends and best practices.
* A detail orientated team member who can successfully work on multiple clients and juggle competing priorities.
* Passionate about learning and growing and someone who wants to offer best in class service to our clients.
What you will do:
The Senior Project Accountant is a key team member within Baker Tilly's CAS Real Estate outsourced real estate property accounting practice. Responsibilities include, but are not limited to, the following:
* Coordinate Draw Request including, but not limited to Remittance Requests, Vendor Invoices, Lien Waivers, Change Orders and Identification of Funding Sources
* Roll forward the Sworn Owner's Statements (SOS)
* Input hard costs and soft costs, including the construction management fees which are to be computed and an invoice prepared
* Identify reimbursement costs, batch all hard & soft costs in the SOS into a single batch
* Submit copies of the Draw Request to the inspecting architect, title company and Investors / Partners as directed for approval
* Request debt as per the client approved SOS
* Confirm all funds (e.g. Equity and Tenant Funds not directed to be deposited to the title company) have been received
* Prepare a Funding Request to fund Draw Request and submit for approval of same.
* Notify vendors of the release of funds as soon as the title company releases funds to vendors
* Review hard and soft costs on the Draw Request as follows;
* Identify each invoice with a draw number that corresponds to the Draw Request being issued;
* Review the coding on all vendor payments to ensure it is properly coded to the correct Fixed Asset (e.g. Land, Land Improvement, Bldg Improvement, Development Costs, Soft Costs, Lease cost or expense);
* Include the proper description on each invoice (e.g. General contractor, permits, consulting, engineering, utilities, etc.);
* Ensure proper Job Cost Code is inputted on each vendor payment;
* Ensure that the total to be funded on the SOS reconciles to the batch total in AvidXchange payment file prior to exporting the batch to Yardi;
* Review of Draw Request for accuracy and completeness ensuring that all vendor invoices reconcile to the SOS
* Reconcile AvidXchange batch to the total that the title company is releasing. When the above is reconciled, export the batch from AvidXchange to Yardi.
* Record the Draw Request as follows;
* Record the wire transfers made per the funding request into general ledger module via manual recording or automated upload;
* Record and post receipt of funds from equity partners into the general ledger module (Debit Cash / Credit Ownership Contribution);
* Prepare, review and post the invoices from AvidXchange to Yardi via a 'manual' check run of which said posting shall equal the amount paid to the vendors (less any reimbursements as applicable and permitted by the lender) on the SOS. Debit to capital or expense accounts and credit to draw clearing account
* Prepare, review and post the Draw Request made by the title company representing the loan proceeds disbursed. Debit to Draw Clearing Account and Credit to loan payable or representing the equity funding from the property; Debit to Draw Clearing Account and Credit to 1110 (or applicable operating cash account).
* Record interest expense (capitalizing where necessary) and increase the loan payable accordingly
* Ensure that the loan payable reconciles to the loan statement and post the interest payment in the general ledger module.
* Reconcile the general ledger (Fixed Asset -WIP accounts) to the cumulative Draw Requests, including all non-Draw related items (e.g. capitalized interest, capitalized depreciation & amortization, etc.)
* Reconcile all construction activities to the Fixed Asset -WIP accounts including all non-draw related activity (e.g. capitalized interest, capitalized depreciation and amortization, etc.)
* Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate.
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
* Act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client.
* Continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues.
* Assist with the training and counseling of team members, and with developing performance measures that support the team's strategic direction. Assist in developing and maintaining a culture of teamwork, client service and effective problem solving.
* Comply with continuing education requirements; participate in professional organizations, independent study, etc. and integrate new knowledge and skills into daily work and share with colleagues as appropriate.
* Invest in your professional development individually and through participation in firm wide learning and development programs
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
* Assist in ad-hoc projects and activities where necessary and/or appropriate to foster growth and best practices of the business unit
Qualifications:
* Three (3)+ years well-rounded experience in a Real Estate Accounting firm will provide an edge in joining this firm committed to quality client service.
* Bachelor's degree in Accounting or related field; CPA is preferred
* Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records.
* Real estate property accounting experience, preferred.
* Proficient with MS Office software
* Critical thinking ability and a track record of solving problems and driving projects to completion
* Ability to communicate information succinctly and anticipate and resolve issues/problems on a proactive basis.
* Aptitude to be detail-oriented, yet flexible, in a dynamic environment with a focus on meeting deadlines.
* Excellent collaborative skills to work in partnership with colleagues and across various departments
* Strong work ethic with the highest degree of honesty, integrity and discretion
* Possess excellent collaborative skills to work in partnership with colleagues and across various departments.
* Eligibility to work in the U.S. without sponsorship.
#LI-EH1
#LI-Hybrid
$52k-67k yearly est. Auto-Apply 13d ago
Senior Project Accountant - Client Accounting Services, Real Estate
Baker Tilly Virchow Krause, LLP 4.6
Wisconsin 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:
Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way? We're looking for a Senior Project Accountant to join our outsourced client accounting practice. In this role, you will work in a cloud based environment and serve as a Project Accountant for multiple clients across the country, working with a team of professionals to provide property accounting services to their businesses. Come and join a fast growing team, where we can offer you variety in your client work to help you grow your skills and a steady schedule to allow for a healthy work/life balance!
You will enjoy this role if:
* You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized
* You are comfortable using technology and would enjoy helping businesses become more automated through cloud based accounting solutions
* You are looking to be part of a fast growing, innovative practice where your hard work and creativity can help us continue to build, improve and advance
* You like a corporate accounting department schedule and environment, but also crave the investment in technology and training that an innovative CPA firm provides to accountants
This role is a fit for you if you are:
* Looking to work within a team environment to help serve our clients as their outsourced accounting leader.
* A creative problem solver who enjoys learning new businesses and has the desire to become an advisor to clients in order to help them achieve their goals and dreams.
* Organized and able to push for high quality, efficient and profitable client engagements.
* A team player with strong communication skills and desire to work collaboratively with others to meet client needs.
* An accounting professional who enjoys staying on top of accounting trends and best practices.
* A detail orientated team member who can successfully work on multiple clients and juggle competing priorities.
* Passionate about learning and growing and someone who wants to offer best in class service to our clients.
What you will do:
The Senior Project Accountant is a key team member within Baker Tilly's CAS Real Estate outsourced real estate property accounting practice. Responsibilities include, but are not limited to, the following:
* Coordinate Draw Request including, but not limited to Remittance Requests, Vendor Invoices, Lien Waivers, Change Orders and Identification of Funding Sources
* Roll forward the Sworn Owner's Statements (SOS)
* Input hard costs and soft costs, including the construction management fees which are to be computed and an invoice prepared
* Identify reimbursement costs, batch all hard & soft costs in the SOS into a single batch
* Submit copies of the Draw Request to the inspecting architect, title company and Investors / Partners as directed for approval
* Request debt as per the client approved SOS
* Confirm all funds (e.g. Equity and Tenant Funds not directed to be deposited to the title company) have been received
* Prepare a Funding Request to fund Draw Request and submit for approval of same.
* Notify vendors of the release of funds as soon as the title company releases funds to vendors
* Review hard and soft costs on the Draw Request as follows;
* Identify each invoice with a draw number that corresponds to the Draw Request being issued;
* Review the coding on all vendor payments to ensure it is properly coded to the correct Fixed Asset (e.g. Land, Land Improvement, Bldg Improvement, Development Costs, Soft Costs, Lease cost or expense);
* Include the proper description on each invoice (e.g. General contractor, permits, consulting, engineering, utilities, etc.);
* Ensure proper Job Cost Code is inputted on each vendor payment;
* Ensure that the total to be funded on the SOS reconciles to the batch total in AvidXchange payment file prior to exporting the batch to Yardi;
* Review of Draw Request for accuracy and completeness ensuring that all vendor invoices reconcile to the SOS
* Reconcile AvidXchange batch to the total that the title company is releasing. When the above is reconciled, export the batch from AvidXchange to Yardi.
* Record the Draw Request as follows;
* Record the wire transfers made per the funding request into general ledger module via manual recording or automated upload;
* Record and post receipt of funds from equity partners into the general ledger module (Debit Cash / Credit Ownership Contribution);
* Prepare, review and post the invoices from AvidXchange to Yardi via a 'manual' check run of which said posting shall equal the amount paid to the vendors (less any reimbursements as applicable and permitted by the lender) on the SOS. Debit to capital or expense accounts and credit to draw clearing account
* Prepare, review and post the Draw Request made by the title company representing the loan proceeds disbursed. Debit to Draw Clearing Account and Credit to loan payable or representing the equity funding from the property; Debit to Draw Clearing Account and Credit to 1110 (or applicable operating cash account).
* Record interest expense (capitalizing where necessary) and increase the loan payable accordingly
* Ensure that the loan payable reconciles to the loan statement and post the interest payment in the general ledger module.
* Reconcile the general ledger (Fixed Asset -WIP accounts) to the cumulative Draw Requests, including all non-Draw related items (e.g. capitalized interest, capitalized depreciation & amortization, etc.)
* Reconcile all construction activities to the Fixed Asset -WIP accounts including all non-draw related activity (e.g. capitalized interest, capitalized depreciation and amortization, etc.)
* Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate.
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
* Act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client.
* Continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues.
* Assist with the training and counseling of team members, and with developing performance measures that support the team's strategic direction. Assist in developing and maintaining a culture of teamwork, client service and effective problem solving.
* Comply with continuing education requirements; participate in professional organizations, independent study, etc. and integrate new knowledge and skills into daily work and share with colleagues as appropriate.
* Invest in your professional development individually and through participation in firm wide learning and development programs
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
* Assist in ad-hoc projects and activities where necessary and/or appropriate to foster growth and best practices of the business unit
Qualifications:
* Three (3)+ years well-rounded experience in a Real Estate Accounting firm will provide an edge in joining this firm committed to quality client service.
* Bachelor's degree in Accounting or related field; CPA is preferred
* Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records.
* Real estate property accounting experience, preferred.
* Proficient with MS Office software
* Critical thinking ability and a track record of solving problems and driving projects to completion
* Ability to communicate information succinctly and anticipate and resolve issues/problems on a proactive basis.
* Aptitude to be detail-oriented, yet flexible, in a dynamic environment with a focus on meeting deadlines.
* Excellent collaborative skills to work in partnership with colleagues and across various departments
* Strong work ethic with the highest degree of honesty, integrity and discretion
* Possess excellent collaborative skills to work in partnership with colleagues and across various departments.
* Eligibility to work in the U.S. without sponsorship.
#LI-EH1
#LI-Hybrid