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Tax Senior Manager-logo
Tax Senior Manager
Laporte CPAs and Business AdvisorsMetairie, Louisiana
Description Responsibilities include but will not be limited to the following: Client Service • Building and maintaining positive relationships with our clients • Providing exceptional customer service by delivering high quality service and products • Working with clients to understand their challenges and goals and provide suitable solutions People Management • Help recruit, train, develop, and retain top talent • Coach, directly manage and evaluate team members • Communicate professionally and effectively to all levels within the organization Business Development • Cross selling services to existing clients and developing new business to achieve growth objectives Job Requirements • Currently working as a Tax Senior Manager or Tax Director with a minimum of 8 years of experience with a local, regional or national public accounting firm • Bachelor’s Degree in Accounting required; Master’s Degree in Taxation a plus • CPA Certification • Proven record of building and maintaining long-term client relationships and successfully managing direct reports • Exceptional general tax practitioner, with focus on Non-Profits • Strong working knowledge of 990's, 1040’s, 1065’s and 1120S’s • Demonstrated ability to represent the firm in the business community and bring in new clients • Ability to provide high-level client satisfaction within budgetary and time constraints • Strong executive presence

Posted 1 week ago

Principal, Sales and Use Tax Consulting - Western U.S.-logo
Principal, Sales and Use Tax Consulting - Western U.S.
RyanLos Angeles, California
Why Ryan? Hybrid Work Options Award-Winning Culture Generous Personal Time Off (PTO) Benefits 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement Benefits Eligibility Effective Day One 401K with Employer Match Tuition Reimbursement After One Year of Service Fertility Assistance Program Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service Ryan is seeking Principal level talent in our Sales and Use Tax Consulting Practice in the western U.S. We do not have a location preference. Any major city works! The ideal candidate will possess both a strong technical background in Sales and Use Taxation and proven business development experience. Ryan will consider candidates currently at Managing Director or Director level ready for promotion and advancement to the next level. Ryan LLC is not a CPA Firm. The Principal title is similar to an equity Partner in Public Accounting. If this is you or someone you know, we would like to speak with you. Please submit your resume or contact us directly if you want to learn more. Contact: MaryKay.Manning@ryan.com or Andra.Kayem@ryan.com Ryan is an award-wining firm with an amazing corporate culture. We are truly a Great Place to Work! Come be a part of the excitement at Ryan! Job Summary: The Principal is responsible for developing, implementing, and executing tax services with their Practice area. Duties and responsibilities, as they align to Ryan’s Key Results People: Works within the Practice to develop new tax planning ideas to deliver to global clients. Supervises consulting work delegated to staff and managers. Serves as subject matter expert for Practice area throughout Firm and assigned jurisdictions/geographical areas. Assists in the general operation and administration of the Practice. Client: Develops new client relationships and works with Ryan global management team to expand the Practice to other markets. Routinely makes presentations to prospects and clients. Value: Develops and executes tax consulting projects. Performs other duties as assigned. Education and Experience: Bachelor’s degree or Master’s degree or equivalent in Accounting and/or Finance required. A minimum of ten to twelve years of experience in Practice specialization. Previous track record of excellent service delivery and working in a team environment. Computer Skills: To perform this job successfully, an individual must have intermediate knowledge of Microsoft® Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research. Certificates and Licenses: Valid driver’s license required. Supervisory Responsibilities: Directly or indirectly supervises employees in the Practice and carries out supervisory responsibilities in accordance with the Firm’s policies and applicable laws. Work Environment: Standard indoor working environment. Occasional long periods of sitting while working at computer. Position requires regular interaction with employees and clients both in person and via e-mail and telephone. Independent travel requirement: 30 to 50%. 50+ hour standard workweek requirement. Equal Opportunity Employer: disability/veteran

Posted 5 days ago

Tax Training Specialist-logo
Tax Training Specialist
Smith + Howard CareerAtlanta, Georgia
Tax Training Specialist Do you want a career without limits? Do you want to shape your own future and be surrounded by people who listen? If so, we have the perfect opportunity for you at Smith + Howard. Smith + Howard is a family of companies that offers tax, audit, accounting and advisory and wealth management services. We have a national reach, while still offering a local firm flavor. We offer competitive pay, excellent training opportunities, and great benefits. You can help influence our culture and have the support and dedication from our leaders to help you achieve your career goals. Smith + Howard provides a great opportunity for professional growth and advancement within one of Atlanta’s top companies. If you are ready to make a career move and join a firm consistently named an “AJC Top Workplace” and a “Best of the Best Firms” (Inside Public Accounting), we invite you to complete our employment application. Essential Functions Training Design & Delivery Develop, implement, and maintain comprehensive tax training programs for new hires, experienced staff, and acquisition onboarding. Deliver instructor-led and virtual training sessions on tax compliance, tax software, firm methodology, and relevant regulations. Customize learning paths based on staff level (e.g., associates, seniors, managers) and service line needs (individual, corporate, partnership, etc.). New Hire & Acquisition Integration Create and manage onboarding programs to ensure new and acquired employees are effectively trained in the firm’s tax processes, systems, and culture. Coordinate with HR and Tax leadership to align onboarding and integration timelines. Act as a point of contact for new team members during their tax training period. Curriculum Development Collaborate with tax leaders and subject matter experts to identify training needs and create/update materials accordingly. Incorporate real-world scenarios, case studies, and current tax law updates into course content. Leverage modern instructional techniques, including e-learning modules, microlearning, and blended learning approaches. Program Management & Evaluation Manage the annual tax training calendar and track completion of required courses. Evaluate training effectiveness through assessments, surveys, and feedback; use results to improve future sessions. Maintain compliance with CPE requirements, where applicable. Technology & Tools Utilize learning management systems (LMS) to administer, track, and report on training participation. Ensure effective use of tax software tools and keep training materials aligned with software updates and firm standards. Position Requirements Bachelor’s degree in Accounting, Tax, Education, or related field required. CPA preferred. 4+ years of experience in a public accounting firm, with strong exposure to tax compliance and planning. Prior experience in training, instructional design, or staff development is highly preferred. Strong knowledge of tax laws and regulations affecting individuals, corporations, and partnerships. Excellent communication, presentation, and facilitation skills. Proficient in Microsoft Office Suite and tax preparation software (e.g., Sure prep, Tax Buddy, etc.) Familiarity with learning management systems (LMS) and e-learning authoring tools a plus. Competencies Ability to simplify complex tax topics for diverse learner groups. Strong organizational and project management skills. Adaptability and sensitivity in working with acquired teams during periods of transition. Commitment to continuous learning and professional development. Why Join Us: This is a unique opportunity to make a meaningful impact on the development and success of our professionals. You'll play a key role in shaping the future of tax training in a collaborative, growth-focused environment that values knowledge sharing, continuous improvement, and excellence in client service.

Posted 1 week ago

Tax Senior-logo
Tax Senior
SingerLewakSouth San Francisco, California
SingerLewak is a Top 100 accounting and consulting firm in the west region. Serving clients since 1959, SingerLewak has developed a reputation for excellence and expertise in the accounting and management consulting industry. Providing the services of a large firm with a blended environment of practices, services and industry specializations, SingerLewak continues to demonstrate renowned industry leadership year-over-year. The firm takes pride in client service and professional and personal advancement, as demonstrated by our SL forward program which promotes a culture of learning and growth through targeted development and leadership programs and SL Cares, together with a continual focus on client service and technological evolvement. Responsibilities Performs diversified accounting, auditing, and tax assignments under the direction of supervisor, manager or partner. Demonstrates competency in technical skills, work quality, and application of professional and Firm standards. Directs and instructs assistants, where applicable, in work to be performed and working paper review. Determines the extent of test-checking required in an audit and selects the transactions to be tested. Prepares and indexes working papers; performs various procedures established under generally accepted accounting principles to verify accuracy and validity of client’s financial matters. Prepares complicated tax returns and returns on dissolution or liquidation. Suggests client tax planning ideas to supervisor, manager, or Partner. Prepares routine correspondence to client for approval and signature of a Partner; writes comments for management letters. Supervises staff accountants and assistants with assignments, instructs them in work to be performed, reviews work done and directs necessary revisions. Occasional overtime work required throughout the year. Heavy overtime work required from January 1 to April 15, may be in excess of 55 hours per week. Qualifications At least three to five (3 to 5) years’ experience in public accounting, demonstrating a progression in complexity of auditing and accounting tasks and tax knowledge. Bachelor’s degree in accounting, or master’s degree in accounting. Minimum of forty (40) hours of continuing professional education is required each year. Either hold a current and valid CPA’s license or be working toward obtaining the license by taking and passing the applicable state CPA exam. If licensed, should be a member in good standing with the AICPA. $79,000 - $85,000 a year This is a nonexempt position. Overtime is paid at time and a half of hourly rate. SingerLewak is an affirmative action-equal opportunity employer and complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.

Posted 30+ days ago

Tax Senior-logo
Tax Senior
SingerLewakLos Angeles, California
SingerLewak is a Top 100 accounting and consulting firm in the west region. Serving clients since 1959, SingerLewak has developed a reputation for excellence and expertise in the accounting and management consulting industry. Providing the services of a large firm with a blended environment of practices, services and industry specializations, SingerLewak continues to demonstrate renowned industry leadership year-over-year. The firm takes pride in client service and professional and personal advancement, as demonstrated by our SL forward program which promotes a culture of learning and growth through targeted development and leadership programs and SL Cares, together with a continual focus on client service and technological evolvement. Responsibilities Assists partners and managers on international clients with all facets of tax compliance and consulting. Preparation and review of tax returns for Individuals, Partnerships, S and C-corporations with international aspects. Preparation of client monthly accounting and financial statements. Analysis of financial data and preparation of reports in conjunction with forensic accounting, bankruptcy, and litigation support work. Qualifications BA or BS degree in Accounting, Finance or Business Administration. 2+ years of full-time experience in tax compliance within public accounting with exposure to international tax forms, including but not limited to working on forms 5471, 5472, 8865, 8858, 8621 and 1116. CPA license or on track to obtain CPA license. Expatriate/inpatriate tax experience. International tax consulting and planning experience. Attention to detail with strong communication, organizational, and analytical skills. Strong work ethic with ability to comprehend complex accounting issues, juggle multiple priorities, and meet deadlines in a fast-paced, team-oriented environment. Must be bilingual Japanese/English $79,000 - $85,000 a year This is a nonexempt position. Overtime is paid at time and a half of hourly rate. SingerLewak is an affirmative action-equal opportunity employer and complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.

Posted 30+ days ago

Tax Accountant-logo
Tax Accountant
Dwyer FranchisingIrving, Texas
Are you looking for a place where you can bring your drive? Welcome to Neighborly—the hub of service brands that connects customers to top-notch local experts who repair, maintain, and enhance homes and businesses. Our long-standing business, with over 40 years of experience, is focused on strategic innovation as we build the future of home and business services. Bring your drive to the table as we unlock new doors together, taking your career to the next level. Bring your experience and be empowered to innovate. As a Tax Accountant at Neighborly, a typical day for you will include: Ensure accurate, timely filing and payment of sales and use tax returns, and property tax returns monthly along with timely payment of federal, state, and local income tax returns/filings. Prepares and reviews detailed balance sheet account reconciliations, researching and resolving any discrepancies for tax accounts. Collaborate proactively with other departments to ensure accuracy and resolve issues. Provide excellent customer service by building, supporting, and maintaining relationships with various levels of team members and management within the Neighborly brands. Maintain sales tax software and other tax-related technology solutions. Provide support for financial statement audits and special tax related projects as needed. Scan and index documents. Perform other duties as required. These duties may include assignments in job classification other than their own. Bring your skills and be inspired to achieve success. (Required qualifications) Clear and concise communication skills A proven track record of accuracy in complex tax returns (sales & use, property, income). Strong analytical and problem-solving skills to identify and resolve tax issues proactively. Ability to manage multiple deadlines and tasks while maintaining accuracy and organization. Build strong relationships and clearly communicate complex tax information to both technical and non-technical audiences. Take initiative, be self-motivated, and excel in a demanding environment. Uphold ethical standards and maintain a trustworthy demeanor. Positive attitude and sense of humor are a must! Must be able to lift a minimum of 25 lbs. Education & Experience: A bachelor’s degree in accounting is required. 2 to 5 years of related experience and/or training is required. Experience with ERP/financial systems (D365, Concur, Avalara) Proficiency in Microsoft Office Suite (Word, Excel, Outlook) Bring your goals and be enabled to reach them. Competitive Pay: Commensurate with experience Schedule: Full-time, Monday-Friday, 8 AM - 5 PM. Hybrid schedule- Irving or Waco, TX Benefits: Check out our benefits offerings here Financial Benefits: Equity and annual bonus opportunities Perks: Paid time off, Paid holidays, Recess breaks, wellness programs Neighborly® is fully committed to Equal Employment opportunities and to attracting, retaining, developing, and promoting the most qualified employees without regard to their race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by federal or state law. We are dedicated to providing a work environment free from discrimination and harassment, where employees are treated with respect and dignity and encouraged to be their authentic self. Brand: Neighborly - USA Shared Services

Posted 1 week ago

Tax Advisory - Associate Manager-logo
Tax Advisory - Associate Manager
Siegfried AdvisoryPhiladelphia, Pennsylvania
About Siegfried Advisory Siegfried Advisory, LLC, an affiliate of The Siegfried Group, LLP encompasses strategic leadership, financial, and tax advisory services available to future-thinking entrepreneurial organizations and their leaders looking to further enhance, grow and evolve their business. We help People transform themselves into better Leaders to exponentially improve their Lives . WHO WE ARE LOOKING FOR Siegfried Advisory is looking for an exceptionally talented and growth-oriented tax professional to join our team as an Associate Manager to support its Tax Advisory group. We are looking for someone who loves challenges, believes in investing in themselves and their future, and wants to broaden their skillset and enhance their marketability while enhancing their individual leadership. This group provides value added tax advisory services to its growing group of diverse entrepreneurial clients. This position offers a unique combination of leadership and tax advisory opportunities at one of the nation’s leading CPA firms. This role reports to the leader of our tax team and has high visibility to all executive team members. WHERE YOU’LL BE You must be commutable to either the Philadelphia, PA or Wilmington, DE office locations at least 2 days per week. WHAT YOU WILL WORK ON As an Associate Manager, you will complete tax and financial analysis projects of critical strategic significance for our clients. Over time, the breadth and complexity of your projects will change, but you can expect to work on: Develop and leverage emotionally compelling relationships with leaders of future-thinking, entrepreneurial organizations. Provide high quality service and support to sophisticated, entrepreneurial business leaders and high net worth individuals. Support leaders in the growth of our tax advisory business, with a focus on growing our tax provision practice. Provide tax compliance and advisory services to partnerships, corporations and individuals for a variety of middle market and entrepreneurial businesses. Manage smaller tax engagements; be a key client contact. Devise and implement tax strategies and advise clients regarding the tax impact of those strategies. Research and address complicated Tax and Accounting issues. Correspond with tax authorities as needed. Lead and develop staff through guidance and mentorship. WHAT YOU BRING High energy, enthusiasm, and a strong commitment to exceed expectations Flexibility and openness to work on a variety of assignments, industries, and roles Ability to learn quickly, make an immediate impact, and provide value-added service Strong communication and interpersonal skills, and the ability to connect and build relationships with people at all levels of an organization Ability to work independently and with a high level of integrity and professionalism Team player with a strong desire to be an active, long-term participant in not only their own growth, but that of the company Entrepreneurial spirit and belief in the opportunities that Siegfried Advisory offers Interest and passion to get involved in other professional experiences such as Business Development and Recruiting REQUIRED QUALIFICATIONS Strong values and excellent interpersonal skills in line with our High Performance Model Degree in Accounting or Finance required 3+ years of tax experience with a focus on tax provisions (ASC740) CPA, or CPA in process Passion for client services Solid understanding of basic accounting principles Analytical and problem-solving skills Attention to detail and high level of accuracy Effective written communications skills Applicable Technology expertise: MS Office Suite (especially Excel) & various tax software Time management skills Big 4 experience (preferred) MS, Tax (preferred) Previous experience serving small to middle market businesses, partnerships and high net worth individuals with their tax needs (preferred) WHY YOU’LL LOVE WORKING AT SIEGFRIED ADVISORY We are leaders. Leadership isn’t limited to our management team. It’s something that everyone at Siegfried Advisory embraces and embodies. We offer a competitive base salary AND lucrative incentive plans. On average over the last 5 years, professionals have earned 30% - 40% of their base salary in incentives. We provide comprehensive benefit plans that include health care, dental, vision, paid vacation, sick time, paid holidays, 401k, profit sharing, and more. We are growing! You’ll have the opportunity to learn, grow, and experience more when you invest in a career at Siegfried Advisory. FLSA/At-Will Employment This position is an exempt position under FLSA This position is and will remain at-will in nature Learn more about our Total Compensation Philosophy.

Posted 30+ days ago

Tax Manager-logo
Tax Manager
Laporte CPAs and Business AdvisorsCovington, Louisiana
Description Responsibilities Reviews and manages tax returns, extensions, and tax planning calculations Prepares complex federal and state income taxes and estate and gift taxes Supervises and manages large tax engagements Identifies solutions for client issues Completes assignments within budgeted time frame and within firm quality standards Assigns projects to appropriate team members Recognizes opportunities to provide additional services to new or existing clients Assists in business development by meeting with potential clients Maintains long-term focus on client relationships by maintaining client contact with appropriate individuals throughout the year Coaches, develops, and motivates fellow staff members, including interns through senior associates Assists in the development and training of new staff Recruits for future staff hires Credentials and Experience Bachelor of Science in Accounting Master of Science in Taxation preferred but not required CPA certification required 4-8 years of public accounting experience with a national or regional firm in their tax department Knowledge and Skills Strong knowledge and experience in tax preparation and review Strong knowledge of authoritative federal and state taxation including income taxes and estate and gift taxes Ability to manage multiple projects with consistency and accuracy High level of professionalism Ability to work in a team environment High sense of urgency Ability to work under pressure with tight deadlines Strong oral and written communication skills Proficiency in Microsoft Office

Posted 30+ days ago

Tax Manager-logo
Tax Manager
LatitudeRichmond, Virginia
We are seeking an experienced and detail-oriented Tax Accounting Manager to lead and manage our organization's tax planning, compliance, and reporting functions. The ideal candidate will have a deep understanding of federal, state, and local tax laws, and be responsible for ensuring accurate and timely tax filings, maintaining compliance with relevant regulations, and identifying opportunities for tax savings and risk mitigation. This role is primarily onsite and there is limited hybrid flexibility Salary: $110-140k/yr Responsibilities: Manage and oversee the preparation and filing of federal, state, and local income tax returns, including corporate, partnership, and sales/use tax filings. Lead quarterly and annual tax provision processes (ASC 740), including deferred tax calculations, tax journal entries, and disclosures. Review and analyze tax legislation, regulations, and case law to ensure compliance and minimize tax liability. Coordinate tax audits and respond to inquiries from tax authorities. Provide guidance on tax implications for business decisions, M&A activity, and cross-border transactions. Work closely with external tax advisors and auditors to manage filings and resolve complex tax matters. Support budgeting and forecasting of tax-related items. Maintain documentation of tax positions and internal controls for SOX compliance (if applicable). Train, supervise, and develop junior tax staff or analysts. Responsibilities: Bachelor’s degree in Accounting, Finance, or a related field CPA 5+ years tax accounting experience $110,000 - $140,000 a year

Posted 2 weeks ago

Sr. Tax Accountant-logo
Sr. Tax Accountant
WhiteWater MidstreamAustin, Texas
Job Summary: This position will be a member of the WhiteWater accounting department in Austin. Responsibilities including completing tax forms, coordinating with and assisting various tax consultants, conducting tax research, ensuring compliance with local, state, and federal regulations, and preparation of year end partnership tax schedules. This position requires strong analytical skills, the ability to manage multiple clients or projects, and an understanding of tax laws and accounting principles. Qualifications: 3-5 years relevant work experience Ideal candidate will have public accounting or industry experience in partnership, sales and property taxes Strong analytical and research skills and ability to produce results under deadlines Strong understanding of construction-specific tax code and compliance Ability to apply strong attention to detail and multi-task Experienced in accounting for multiple joint venture projects Proficient in Microsoft Office Suite Excellent verbal and written communication skills Responsibilities: Assist consultants with preparation of partnership tax schedules for construction entities (LLCs) Respond to tax notices and assist with audits and examinations from tax authorities Conduct research and work with tax consultants to identify, implement and maintain efficient tax strategies (property and sales taxes) Experience with filing direct pay permits and resale certificates Preparing quarterly tax schedules for partnership tax and assisting with compilation of financial information to provide third party compliance preparer for completion of quarterly estimates and year-end K-1 preparation Assist in maintaining capital tables Coordinate with procurement and various other departments to ensure compliance with and develop new tax strategies Education: Bachelor’s degree in Accounting or related field; Master’s in Taxation or related field is a plus. CPA or CPA eligible preferred Benefits : This position is located in Austin, Texas and is an in-office position. Selected candidate is eligible for employer matched 401(k), medical, dental, vision, basic life and AD&D insurances and other benefit offerings.

Posted 6 days ago

Tax & Consulting Senior Accountant-logo
Tax & Consulting Senior Accountant
Yeo & YeoLansing, Michigan
Description It’s people like you that make us great! At Yeo & Yeo, we recognize that the champions behind our success are our people. We are a people-first organization fully committed to creating a dynamic work environment that values your contributions, supports your professional growth, and allows you to enjoy life outside the office with flexible remote, hybrid, and in-office work options. Make an Impact Yeo & Yeo is a leading Michigan-based accounting and advisory firm offering a full range of business consulting, assurance, tax, technology and wealth management solutions. We help our clients navigate their challenges, discover new opportunities and achieve their business and individual goals. Seeing their success – and being a part of it—makes for a pretty great workday. When it comes to helping our colleagues, clients and communities thrive, only the best people make that happen. With over 200 professionals across our family of Yeo & Yeo companies, you join a diverse team of passionate, forward-thinking people working together to make a positive impact. Learn more at yeoandyeo.com . Qualifications Bachelors or master’s degree in accounting or related curriculum Active CPA accreditation Experience as a Staff Accountant in Public Accounting or equivalent experience Technical Abilities Proficient at completing basic individual tax returns Understands importance of completing tax returns and assigned tasks accurately and with efficiency Proficient in Ultra Tax, Fixed Asset Solutions, and Advance Flow Employee has a sense of urgency or promptness to achieve goals Be able to complete various entity tax returns (1120S, 1040, 1065) Has completed a tax research assignment Identify 1 to 2 areas of interest in industry to specialize in tax Ability to lead staff and complete assignments with minimal supervision Understanding of Basic Financial Statements. Ability to reconcile trial balance to source documents. Create a depreciation schedule; basic understanding of depreciable lives and methods. Able to identify required payroll tax return filings, 941, 940, W-2, 1099s and their purpose. Ability to reconcile payroll liabilities and prepare payroll tax return filings. Ability to reconcile a simple bank statement. Basic understanding of QuickBooks (importing, exporting, data entry, report preparation). Become actively involved with or highly proficient in a technical niche Proficient in tax research including knowledge of resources available Research/problem solve on own Be involved in client meetings Ability to assist and train staff Review staff prepared 1040 returns Experience with real estate partnerships returns Personal Development Identifies professional goals in conjunction with strategic plan of firm Have an individual personal development plan (ex. work with career advocate, principal, service line leader or practice growth manager to develop the plan) Offers accurate and effective coaching and mentoring to others Seeks out, accepts and utilizes constructive feedback Actively develops expertise in particular industry group or specialty Complete Dale Carnegie course or similar training Teamwork Understands the team's objective and how he/she contributes to success Works independently and as an effective team member to complete project components and assigned tasks Demonstrates respect toward all people and works to understand differences when interacting with others Encourages junior colleagues to ask questions whenever necessary Helps his/her team members complete tasks Manages own conflicts promptly and positively and makes necessary adjustments based on feedback received and in accordance with policy and procedures Community Participates in firm sponsored events Commits own talents and energy to one or more community organizations Business Development Uses LinkedIn profile and/or preferred social media to actively engage network through company and industry updates Attend business development training offered through Yeo & Yeo Actively participates in business development meetings Be able to intelligently speak about the firm’s mission and services Participation in community networking opportunities through chamber or similar group Identify key referral sources and work to build a professional network Maintain Business Development Activity kit based on level Strives to generate additional business for Yeo & Yeo and its affiliates through cross selling Benefits & Perks! At Yeo & Yeo, we offer a great career with industry-leading benefits , and that’s why we’re repeatedly ranked among Michigan’s Best Places to Work . Some of our benefits include remote, hybrid and flexible work options; competitive salaries; generous PDO/paid holidays, excellent medical, dental and vision plans; bonuses; referral programs; life insurance; 401(k) plan; an award-winning CPA certification program; community service opportunities; dress for your day attire; continuous feedback and so much more. We focus on developing our careers and prioritize fostering each person’s unique talents and strengths. We succeed as a team when our individuals succeed. We celebrate our successes and take time to cultivate our friendships. From team retreats and office (and Zoom) parties to our Yeo & Yeo sports teams – we love what we do and having fun too! I’m in. Now what? Apply today and move one step closer to joining a firm of enthusiastic, caring, creative and smart problem solvers working together toward a common goal – helping our clients thrive. Interested applicants must submit their resume for consideration using our applicant tracking system. Candidates must be legally authorized to work in the United States without sponsorship. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Yeo & Yeo. Yeo & Yeo is an Equal Opportunity Employer and maintains a drug-free workplace

Posted 1 week ago

Tax Supervisor-logo
Tax Supervisor
External Ocean State Job LotNorth Kingstown, Rhode Island
Company Overview: Ocean State Job Lot (“OSJL” or the “Company”) is a dynamic $850+ million general merchandise retailer with a strong foothold across the Northeast and Mid-Atlantic. With over 160 stores currently and ambitious plans to reach 180 locations, OSJL offers exciting opportunities for growth and contribution. We are an opportunity-driven retailer owning over 50% of our operating locations, totaling 8 million square feet, demonstrating our stability and long-term vision. At OSJL, you will be part of a team committed to delivering exceptional value to our customers while driving positive change and a more responsible future for retail within our communities. Job Description: The Tax Supervisor role at Ocean State Job Lot (“OSJL” and “Company”) is responsible for ensuring that the Company’s tax strategy is executed efficiently and in compliance with applicable federal, state, and local tax laws. This role also leads the functioning of a team of tax professionals and actively participates in the preparation and filing of a large volume of federal and state tax returns for various entity types, including partnerships, S corps, individuals, and trusts. This position requires a blend of hands-on tax expertise as well as leadership and strategic thinking skills. Key Responsibilities: Oversee, mentor, and inspire tax accountants; provide guidance, and foster collaboration; delegate tasks while balancing time spent on tax preparation. Oversee the day-to-day workflow of tax tasks, ensuring assignments are completed on time and within budget requiring the consistent exercise of discretion and judgment. Execute and participate in the timely and accurate preparation and review of federal, state, and local income tax returns for various entities, including, but not limited to partnerships, S-corps, individuals and trusts. Ensure compliance with tax regulations. Support the tax director with tax risk assessment and planning initiatives; research opportunities to minimize tax liabilities and maximize efficiencies. Support and implement tax law changes; identify and execute process improvements to enhance accuracy and streamline operations. This includes exploring and implementing efficient solutions, including new software and/or outsourcing. Identify and research complex tax issues; assess impacts of legislation; consult with professionals and communicate findings. Support and assist with federal, state, and local tax audits, inquiries, and notices; serve as a secondary point of contact for tax authorities. Ensure accurate accounting for income taxes; implement tax-optimized accounting procedures, and maintain accurate tax data in financial statements. Communicate with senior leadership on tax matters. Qualifications: Bachelor’s degree in Accounting is required. 3 or more years experience at a small to mid-size public accounting firm is preferred. Previous experience as Tax Supervisor or similar position at a public accounting firm is preferred. A CPA, MS in Tax, and/or EA or equivalent is preferred. 5 or more years of progressive tax experience, with at least 3 years in a supervisory role, is preferred. Demonstrated expertise in preparing federal and state income tax returns for various entity types (partnerships, S-corps, individuals, and trusts). Experience with sales and use tax compliance, tangible personal property tax and real estate tax assessments are a plus. Highly proficient in using tax preparation software and Microsoft Excel. Work Environment: Works primarily in a climate controlled environment with minimal safety and health hazard potential. Works in an office environment remaining stationary at a desk, table, or computer workstation for extended periods of time. Frequently uses near vision for reading and computer tasks. Hybrid work option: Some work may be completed outside of the Company locations, with at least three (3) days a week in the Corporate Office. The role is responsible for setting up a professional and ergonomically safe work environment and to be available during working hours. Hybrid work options are not guaranteed and are subject to change at any time based upon Company policy, associate performance and business needs. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This job description does not list all the duties of the job. You may be asked by supervisors or managers to perform other job duties and tasks, some of which may be essential to the position. Leadership has the right to revise this job description at any time. The job description is not a contract, either express or implied. You are an at-will employee, meaning either you or the Company may terminate your employment at any time, with or without notice. The annual salary range for this position is 105,000.00 - $125,000.00. Compensation will be determined based on years of experience, as well as relevant credentials such as CPA, MST, or other advanced certifications. #INDCORP

Posted 1 week ago

Consultant - Director of Tax (Fractional/Contract Role)-logo
Consultant - Director of Tax (Fractional/Contract Role)
ArootahNew York, New York
Join our experienced roster of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to provide top business advisory services to our hedge fund client base. We focus our Business Consulting on the multi-faceted needs of Hedge Funds and Family Offices. Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young. Visit us at https://arootah.com/hedge-fund-advisory/ for more information. WHO WE NEED: Arootah is searching for experienced Directors of Tax to consult to our highly prestigious client base. As a consultant, you will work with our Hedge Fund and Family Office clients to provide expert advice. Having previously served in this leadership role, you have specific, hands-on experience developing, implementing, and maintaining complete Tax-Compliance and Tax-Reporting policies and processes for a leading Hedge Fund or Family Office. What You'll Do Best practice reviews. Developing realistic and effective action plans. Breaking apart goals into actionable steps. Advising on vendor selection and oversight. Creating and implementing policies, procedures, and control measures. Evaluating each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices. Special projects or other areas of need. Who You Are All aspects of the day-to-day management and oversight of preparation of outsourced U.S. federal, state, and local tax returns as well as outsourced international tax filings, statutory accounts, private property, and business licenses for all funds and business entities. Establish and maintain the policies and procedures for tax workpapers, allocations and tax returns, as well as perform research to advise on transactional and tax planning opportunities, including aggregate allocations, trader vs. investor determination, and identifying necessary federal, international, and state investor reporting. Oversee, review, and approve outside service providers’ preparation and filing/delivery of estimated and final fund returns, management-company returns, and K-1 reporting in accordance with ASC 740 and IAS 12. Lead a team that owns the North American payroll tax process (ensures accurate and timely filing of weekly, semi-monthly, monthly, quarterly, and annual tax returns, respond to and resolve employee tax issues, notices, and audits). Select and manage all third party domestic and international tax service providers and vendors. Manage U.S. federal, state and local as well as international tax audits and exams by preparing/reviewing responses and appropriate analyses with internal teams, outside tax service providers and external auditors to resolve open items. Complete and review various analysis and reports throughout the year to assist with the quarterly/annual budgeting and forecasting process. Advise Portfolio Managers and executive leadership on the business impact of proposed and new tax laws, regulations, decisions, and legislation. Collaborate with reporting and tax advisors, finance team, and additional business unit leaders, including IT to manage tax data requirements to maintain full responsibility over the tax reporting and compliance process. Serve as the subject matter expert to provide assistance to limited partners, investors, and their constituents on tax reporting needs, including periodic estimates and year-end reporting requirements. Qualifications A Bachelor’s Degree in Accounting, Economics, Finance, Mathematics, or a related field. CPA designation and/or advanced degree (MST). 10+ years of prior work experience, specifically as a Director of Tax for a Hedge Fund or Family Office. 5+ years of proven experience with tax preparation, fund accounting, general ledger accounting or previous Big 4 accounting/tax experience. Demonstrated understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with aggregate allocations. In-depth understanding of the tax treatment for various investment types, asset classes, financial instruments and vehicle structures. Extensive compliance experience with regulatory and reporting agencies including the IRS and foreign tax authorities. Expertise with Microsoft applications (Word and Excel) and some tax planning/preparation software (ProSystem fx, CCH Access Tax, etc.). Job Status Contractor Hours are based on the needs of the assigned client (0-40 hours per week). $250 - $400 an hour Become part of a well-funded disruptor in the finance and technology space. The ability to work remotely. Flexible hours and the ability to choose your assignments. The hourly consulting rate of pay is expected to be a minimum of $250 and a maximum of $400, per hour. The hourly rate will be determined by several factors which may include, but are not limited to, the length of the individual engagement, level of difficulty, level of specialization required, professional designations, skills, and years of experience.

Posted 3 weeks ago

Low Income Housing Tax Credit (LIHTC) Closing Specialist - Aegon AM-logo
Low Income Housing Tax Credit (LIHTC) Closing Specialist - Aegon AM
Aegon Asset ManagementCedar Rapids, Iowa
Job Description Summary Aegon Asset Management (Aegon AM) is a leading global investor. Our 365 investment professionals manage and advise on assets of US $343 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We organize our firm around four investment platforms: fixed income, real assets, equities and multi-asset & solutions, which includes a fiduciary and multi-manager business. Each investment platform has dedicated teams with deep asset-class expertise, organized globally and committed to maximizing client benefit from their specialist areas. We are an international business: Our 1,130 employees work from 14 locations across Europe, the Americas and Asia. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment. Position Overview: As a Low-Income Housing Tax Credit (LIHTC) Closing Specialist, you will serve as a project manager and will be responsible for performing appropriate due diligence tasks, coordinating the completion of all transactional requirements, and managing the documentation in accordance with our policies and guidelines. This position will work with a mentor. Job Description Responsibilities: Manage and communicate due diligence status updates and closing timelines to both internal and external parties. Will lead due diligence calls with internal and external parties. Review title commitments/policies/endorsements, title documents, surveys, zoning information, organizational documents, and other project due diligence to ensure conformance with internal requirements. Electronically file UCC-1 and continuations. Interface with attorneys, developers, lenders, title companies and other internal and external parties to proactively ensure deals are closed timely. Ensure accurate, well-organized electronic files throughout the closing and post-closing process to satisfy audit & regulatory requirements. Work with our Asset Management team on post-closing matters. Required Qualifications: A bachelor’s degree preferably in business, real estate or finance, or equivalent experience. Five years of experience in LIHTC closing, real estate paralegal, commercial mortgage loan closing or loan servicing. Analytical and problem-solving skills with attention to detail. Strong communication skills, both written and verbal. Demonstrated ability to multi-task and manage simultaneous deadlines. Proficient in MS Word, Excel and the ability to learn other software programs. Job and compensation levels depend upon an applicant’s qualifications including the extent of candidate’s relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR. At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm – we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences. We are open to considering flexible working practices. Please talk to us about what this means for you. #LI-Hybrid Why Work for Us At Aegon Asset Management, we invest in You. Our people are our greatest asset; with a competitive rewards program including incentive compensation, health and wellness benefits, retirement programs, and learning and development opportunities, our employees are engaged and empowered. Come be a part of driving our success! Equal Opportunity Employer: AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws. Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Aegon Companies. Please contact: applicantsupport@aegonusa.com if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs. Technical Assistance: If you experience technical problems during the application process, please email applicantsupport@aegonusa.com .

Posted 30+ days ago

Senior Associate of Tax Services-logo
Senior Associate of Tax Services
Berkowitz Pollack BrantMiami, Florida
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, and New York City. With more than 300 accountants, tax specialists and consultants, we are one of the largest accounting firms in South Florida and one of the top 100 firms in the United States. We are an Equal Opportunity Employer, committed to providing career opportunities to firm members of all races, genders, sexual orientations and beliefs. JOB DESCRIPTION Under the supervision of the Managers and Directors of the Firm, the Senior Associate of Tax Services is the primary assistant to clients. A Tax Senior provides a full-service approach to tax preparation, tax planning and compliance, estate planning, international taxation, business tax solutions, mergers, and acquisitions. Major Responsibilities : Prepare and review tax returns for individuals, partnerships, and corporations Reconcile tax expense and liability accounts Assist with income tax research and planning Quantify and document federal and state income tax liabilities for tax returns, extensions, and estimated payments. Activities include quantifying book/tax adjustments, federal/state modifications, and state apportionment Quantify and document calculations for FAS (Forensic Advisory Services) 109. Activities include quantifying the effective tax rate and current and deferred income tax expenses and taxes payable Maintain strong client relations Train and mentor staff on tax projects and assess performance for engagement and year-end reviews Maintain active communication with clients to manage expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts effectively Consult, work with, and service clients to make recommendations on business and process improvements and serve as a business advisor to clients Attend professional development and training sessions on a regular basis and stay informed regarding tax changes and issues that could affect clients Responsible for billing clients Preferred Qualifications : Three (3) or more years of public accounting experience in a tax department Experience with a large public accounting firm Ability to supervise Ability to handle client communication responsibilities Bachelor's Degree in Accounting and CPA (Certified Public Accountant) Master's Degree in Taxation , LLM in Taxation or JD a plus Excellent analytical, technical and tax accounting/technology skills with proficiency in US GAAP (Generally Accepted Accounting Principles) and tax compliance and consulting Ability to work additional hours as needed If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

Posted 1 week ago

Hybrid Tax Manager- Real Estate-logo
Hybrid Tax Manager- Real Estate
Laporte CPAs and Business AdvisorsHouston, Texas
Description LaPorte CPAs and Business Advisors, one of the region's fastest growing and respected CPA firms, is seeking a dynamic individual to join our team as a Real Estate Tax Manager in our Houston, TX office . This is a full-time role with competitive pay, benefits, and hybrid work schedule. The LaPorte Real Estate Industry Group has decades of experience working with the business planning, tax and accounting needs of developers, owners, investors, management companies, title companies and other industry leaders. With more than 35 years of working with real estate professionals, LaPorte’s team has grown to one of our biggest and most nimble industry groups. Responsibilities Reviews and manages tax returns, extensions, and tax planning calculations Prepares complex federal and state income taxes and estate and gift taxes Supervises and manages large tax engagements Identifies solutions for client issues Completes assignments within budgeted time frame and within firm quality standards Assigns projects to appropriate team members Recognizes opportunities to provide additional services to new or existing clients Assists in business development by meeting with potential clients Maintains long-term focus on client relationships by maintaining client contact with appropriate individuals throughout the year Coaches, develops, and motivates fellow staff members, including interns through senior associates Assists in the development and training of new staff Recruits for future staff hires Credentials and Experience Bachelor of Science in Accounting Master of Science in Taxation preferred but not required CPA certification required 4-8 years of public accounting experience with a national or regional firm in their tax department Knowledge and Skills Strong knowledge and experience in tax preparation and review Strong experience in real estate tax accounting Strong knowledge of authoritative federal and state taxation including income taxes and estate and gift taxes Ability to manage multiple projects with consistency and accuracy Knowledge of Historic Tax Credits and Low Income Housing Credits High level of professionalism Ability to work in a team environment High sense of urgency Ability to work under pressure with tight deadlines Strong oral and written communication skills Proficiency in Microsoft Office

Posted 30+ days ago

Tax Manager-logo
Tax Manager
HBKNaples, Florida
Tax Manager Named as the #1 Place to Work in Southwest Florida by Gulfshore Business in 2022 , HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and fostered thousands of close, caring, supportive client relationships. Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace. We are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for. Please read on to discover if you could see yourself joining the HBK Family as our newest Tax Manager. QUALIFICATIONS 4+ years' experience working within a Tax department of a public accounting firm. Strong interpersonal and communication skills Working knowledge of various accounting software Excellent time management skills and the ability to work effectively with all the internal team and clients. CPA designation, EA, or law degree is required. RESPONSIBILITIES Interact closely with clients and firm team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and effective manner. Specialization and experience in both individual and business tax returns, with concentration in flow through entities. Ensure complete client and team satisfaction through open communication, managing deadlines and proactively sharing tax savings strategies. Work closely with Partners, Directors, Senior Managers and staff on client management, professional development, and business development activities Supervise and lead associate and senior associate team members to manage responsibilities and deadlines on client engagements Develop skills to attract new clients and market the company's services and products and facilitate expansion of business with existing clients Keep abreast of any legislative or professional changes, and consulting with clients on potential implications. Participate in Client development through networking events and professionally represent the firm in the business community Display continual commitment to the Firm's Culture and Values and Client Service Principles Demonstrate a level of communication skills, intuitive skills and resourcefulness that encourages others to follow and develop the same skills BENEFITS WE OFFER: Competitive Compensation Lucrative New Business & Employee Referral Bonuses Anniversary Bonus Open Paid-time-off policy for professional staff We provide a flexible work environment to offer work/life balance 401(k) plan with company match and profit sharing Medical, dental, and vision insurance Company Paid Life Insurance Affordable Short- & Long-Term Disability Insurance Affordable Accidental and Critical Illness Insurance 9 Paid holidays Disability Insurance Tuition Reimbursement Annual Performance Reviews And Much More… HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. #HBKCPA

Posted 4 days ago

Senior Analyst, State and Local Tax-logo
Senior Analyst, State and Local Tax
ClarivateAnn Arbor, Michigan
Join Clarivate's Global Finance Team as a Senior Analyst, State and Local Tax! Are you an experienced tax professional looking to make an impact? We're seeking a Senior Analyst to support all aspects of state and local income tax compliance and tax controversy. In this role, you'll also assist with the completion of state and local tax provisions, working closely with our U.S. income tax compliance and provision teams. Reporting to the Senior Manager, State and Local Tax, you'll be a key player in our dynamic and collaborative environment. About you – Experience, Education, Skills, And Accomplishments… Bachelor's degree in accounting, finance, or a related field 3+ years of state and local tax compliance experience working within a complex, publicly traded tax department It would be great if you also had… Masters of Tax and/or CPA license Strong knowledge of state apportionment rules, nexus standards, and income tax sourcing ASC 740 experience Compliance software experience (i.e. OneSource) Experience within the data analytics and services industry Experience using Oracle NetSuite and OneStream What will you be doing in this role?... Assist with all aspects of the state and local income tax compliance process ensuring adherence to deadlines, accuracy, and conformity with state regulations to reduce the Company’s overall tax burden and risk. Prepare and review state and local income tax returns, including the calculation of apportionment and state modifications. Prepare quarterly and annual state and local income tax provision and disclosures in accordance with ASC 740. Assist in driving process improvement opportunities in the tax function to enhance processes, efficiency, accuracy, and controls. Monitor state nexus and filings to ensure compliance with state tax laws and regulations, identifying any potential areas of risk or exposure. Research and interpret changes in state tax laws and regulations, assessing their impact on the company and recommending appropriate actions. Assist with state and local income tax audits, including gathering information and drafting responses to tax authorities. About The Team The Global Tax Team is comprised of over 40 tax professionals worldwide. As a member of the U.S. Income Tax Team, you will collaborate with approximately 10-15 colleagues to fulfil the company’s tax reporting and compliance requirements. This role provides the opportunity to work with tax leadership and other departments within Clarivate, contributing to strategic initiatives and ensuring compliance with U.S. tax regulations. Hours of Work Full Time, EST time zone This is a hybrid role working 2 days a week in our Ann Arbor office location At Clarivate, we are committed to providing equal employment opportunities for all qualified persons with respect to hiring, compensation, promotion, training, and other terms, conditions, and privileges of employment. We comply with applicable laws and regulations governing non-discrimination in all locations.

Posted 6 days ago

Senior Tax Associate-logo
Senior Tax Associate
174 Power GlobalIrvine, California
COMPANY OVERVIEW 174 Power Global, headquartered in Irvine, California, designs, builds and manages solar power plant solutions. The company brings a decade of global leadership in solar PV to North America, combining best-of-world technology, processes and partnerships to deliver utility-grade solar PV solutions customized for local energy markets. 174 Power Global offers the full spectrum of PV solutions – from power plant development, design, construction, operations and maintenance. With proven capabilities across the solar value chain, 174 Power Global minimizes uncertainty and risk, and helps customers achieve a higher return on their investment in solar energy. POSITION OVERVIEW The Senior Tax Associate provides support to the Tax and Compliance Team. This position requires meeting tight deadlines and conducting a multitude of tax activities, including but not limited to income tax compliance, ASC740 reporting, sales and use tax compliance, property tax compliance, researching and interpreting tax law, and coordinating among various teams for misc. tax administrative work. This position reports to the Tax Manager. This position is in-house role, located in Irvine, California, and the ideal candidate will be within commutable distance to the Irvine office location. RESPONSIBILITIES Maintain and reconcile tax accounts for both US and Mexico, support tax journal entry and general ledger close processes. Assist with quarterly and annual tax provisions (ASC 740), including calculating current and deferred tax, reconciling DTA/DTL balances, and preparing and maintaining supporting workpapers; Prepare tax footnotes and disclosures, ensuring compliance with all relevant disclosure requirements. Coordinate with internal stakeholders (e.g., Accounting, Legal, Planning, Operation) and external advisors to gather and compile data and support compliance and reporting requirements. Prepare or review both income (corporate and partnership tax returns at Fed/state/local levels and Mexico) and non-income tax compliance obligations (sales and use tax returns, property tax renditions, and other filings, such as 1099, 1042, and various state/local filings as needed. Assist with preparing quarterly tax estimates and projections. Maintain and monitor tax tracking log, ensuring no missing tax payments and filings Work with Accounting and Treasury for proper approvals in tax payments, and make payments on time. Participate in special projects, including M&A support, tax planning, and process improvement initiatives Research and analyze complex tax issues; document findings and provide recommendations Support audits and respond to tax authority inquiries and notices Monitor tax law changes and assess potential impact on the company QUALIFICATIONS Bachelor’s Degree or higher in Accounting, Finance, or other business-related field. Minimum of 3~5 years of relevant tax experience in income tax compliance (corporate or partnership, Fed and multi-state). Understanding of international tax concepts (5471, 5472, GILTI, FDII, CAMT, and 1042 withholding regime) is a plus. Experience with preparing ASC 740 income tax provision. Knowledge of Indirect Taxes (Sales and Use Tax, Property Tax), is a plus. Experience with Mexico tax compliance (VAT and CIT), is a plus. Self-motivated team player, a strategic thinker with growth mindset and strong verbal/written communication skills and problem-solving skills. Able to cope with pressure, multi-tasking and comfortable working in a fast-moving and dynamic environment. Licensed CPA is a plus. Bilingual (English and Korean), a plus. $90,000 - $110,000 a year Attention external recruitment firms, we will not accept any unsolicited resumes at this time. Please do not contact any internal member of our company to discuss the position or to solicit candidates. 174 Power Global provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. www.174powerglobal.com .

Posted 30+ days ago

Tax Senior-logo
Tax Senior
Carrie Rikon & AssociatesMiami, Florida
Description Tax Senior 100K-130K Plus Bonus and Benefits We are seeking highly motivated Tax Managers to join our dynamic Tax Services division. Our team helps clients improve their tax efficiencies and facilitate better decision making. This role is focused on helping businesses with tax strategy, ensuring tax compliance, increasing post tax profits, and providing application support to achieve the best corporate tax practices. If you are looking for career advancement and want to be part of an environment where you can learn, develop, and contribute, we are interested in meeting you. About Us Certified public accounting firm with offices in Miami, Florida. Established in 1959 with nearly 60 plus professionals, we are one of the premier boutique firms in South Florida. Our tax team provides planning and tax compliance services for domestically and internationally based clients in diverse industries. Responsibilities Of The Tax Manager Role Review tax returns for individuals, partnerships, and corporation Review tax adjustments to financial statements to prepare returns To contribute the highest quality work product through rigorous development of technical expertise, compliance assurance, and business acumen. Confidently and effectively manage engagements, resources, people, and client expectations to achieve the results required to maintain profitable and lasting client relationships. Consistently handle the complete client engagement and relationship. Ensure expectations are clear with the Client Ambassador on deadlines and expectations. Employs a reliable system for fulfilling responsibility for overall client engagement workflow of a particular client or clients. Establish engagement project budgets and due dates. Completes engagements on time, on budget, with highest quality. Effectively handle firm administrative functions and projects as assigned by partners. This includes time, entry, billing, collections, change orders, and utilizing firm metrics to measure performance. Position Requirements Of The Tax Manager Role Bachelor’s degree in Accounting or Taxation; Master’s degree in taxation is a plus CPA License or eligibility to take CPA exam preferred Experience using tax preparation software and applications. Excellent analytical and technical skills Great communicator with the ability to convey both analysis and findings to management and external clients (verbal and written) Ability to work in cross-functional, entrepreneurial atmosphere to achieve measurable results and improve existing processes. Ability to work on multiple projects at a given time. Motivated to meet client deadlines and provide superior client service A team player with strong relationship skills Benefits 401k Health Insurance Dental Vision Paid Time Off Wellness Plan Bonus Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Training & Development

Posted 30+ days ago

Laporte CPAs and Business Advisors logo
Tax Senior Manager
Laporte CPAs and Business AdvisorsMetairie, Louisiana
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Job Description

Description

Responsibilities include but will not be limited to the following:

Client Service
• Building and maintaining positive relationships with our clients
• Providing exceptional customer service by delivering high quality service and products
• Working with clients to understand their challenges and goals and provide suitable solutions

People Management
• Help recruit, train, develop, and retain top talent
• Coach, directly manage and evaluate team members
• Communicate professionally and effectively to all levels within the organization

Business Development
• Cross selling services to existing clients and developing new business to achieve growth objectives

Job Requirements
• Currently working as a Tax Senior Manager or Tax Director with a minimum of 8 years of experience with a local, regional or national public accounting firm
• Bachelor’s Degree in Accounting required; Master’s Degree in Taxation a plus
• CPA Certification
• Proven record of building and maintaining long-term client relationships and successfully managing direct reports
• Exceptional general tax practitioner, with focus on Non-Profits
• Strong working knowledge of 990's, 1040’s, 1065’s and 1120S’s
• Demonstrated ability to represent the firm in the business community and bring in new clients
• Ability to provide high-level client satisfaction within budgetary and time constraints
• Strong executive presence