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Tax Manager-logo
Tax Manager
The Bonadio GroupDallas, Texas
Overview We have a tremendous opportunity for a Tax Manager to play a key role on our Small Business Advisory (SBA) team in Dallas, Texas. The Small Business Advisory team works primarily with small businesses where we can add value as an integral part of their internal accounting team. As part of our talented team of accountants, you will be contributing to the overall successful completion of client engagements. At The Bonadio Group we pride ourselves on developing quality-focused professionals who have the opportunity to continually learn, develop, and grow into well-rounded trusted advisors. You will have the opportunity to build strong professional relationships with clients, work in diverse client-service environments, effectively communicate and assist our clients in developing strategies to best service their business needs. Responsibilities: Overall successful completion of client engagements including tax compliance, research, correspondence and tax planning Develop an understanding of a client’s business and aspects of their industry Review and prepare clear and concise working papers Work on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current business trends Develop effective working relationships with internal and external clients Assist with development and retention of clients, including the ability to cross-sell services Assist clients with special projects such as budgeting and cash flow projections, tax planning and sales tax Deliver projects/engagements on time, within budget and to client's satisfaction Manage, mentor, and develop staff inclusive of oversight on client engagements and providing evaluative feedback Required Qualifications: A minimum of a bachelor's degree in accounting CPA or EA certification A minimum of five years of relevant CPA firm experience Ability to develop and sustain business relationships for the purpose of increasing the client base Proficiency with Microsoft Office Suite including Teams and Outlook Ability and willingness to travel locally as required Preferred: Involvement in professional and community organizations Experience with tax and other software Hours Of Operation: Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on Friday We pride ourselves on our flexibility; however the ability to work additional hours will be needed at peak times At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients’ needs in an increasingly global profession. In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you’ll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You’ll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You’ll be glad you did! The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position along with approval to submit from the Talent Management team. All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at (800) 487-7624 or careers@bonadio.com . EOE/AA Disability/Veteran

Posted 3 weeks 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

Bilingual Italian/English Associate (Audit & Tax)-logo
Bilingual Italian/English Associate (Audit & Tax)
Rödl & PartnerAtlanta, Georgia
Description Rödl & Partner is seeking a full-time Bilingual Italian/English Associate (Audit & Tax) to join our international public accounting firm in our US Headquarters in Atlanta, GA. You will work with a select team providing auditing and tax compliance services to predominately Italian manufacturing and distribution clients. The right candidate will be able to manage projects, multi-task, and communicate effectively both verbally and written in English and Italian. To succeed in this role, incoming associates must be organized, proactive, and results-driven. What you will do: Perform audit engagements in a variety of industries concentrating on manufacturing and distribution Develop and execute audit programs by documenting objectives, identifying risks, evaluating controls, and designing test procedures associated with the audit scope Assist with the completion of tax returns and related client correspondence Prepare Federal and state corporate, partnership, and individual tax returns Perform technical accounting research on a variety of accounting topics Provide timely and high-quality services and deliverables that exceed client expectations Maintain active communication to manage expectations and ensure client satisfaction Prepare clear, concise workpapers and other communications Manage priorities and provide status updates to team leaders in a timely manner What you need to bring: Native Italian language skills (both written and communication) are required 1-2+ years of professional experience including experience in public accounting BA/BS degree in Accounting or Masters degree in Accounting/Taxation Excellent research, writing, and communication skills in English Process-oriented with strong analytical and problem-solving skills Solid organizational skills with the ability to multi-task Preferred Qualifications: US CPA license or similar certification preferred or currently working to obtain the CPA license Currently local to and working in the US ProSystem fx Engagement experience ProSystem fx Tax experience CCH Axcess experience Benefits: We understand that talented individuals are drawn to companies that offer comprehensive benefits packages. Therefore, we provide a robust Benefits Plan that includes: 401K plan (with 3% salary paid employer contributions) Medical coverage Paid Dental coverage Employee and Dependent life insurance Disability insurance Vision insurance Accidental death & dismemberment insurance Flexible spending accounts Paid Day of Service annually Flexible work arrangements Generous paid time off – 25 days for all full-time employees! Paid holidays Additional paid holiday following 4/15 deadline Paid parking/public transportation reimbursement Mobile phone reimbursement Tuition reimbursement & training Paid time off on days sitting for CPA Exam Monetary bonus for passing the US CPA exam Why Rödl & Partner? We keep our employees current by supplying cutting-edge technology and access to learning opportunities We invest in the growth of our team members through regular feedback sessions We recharge as a team by celebrating deadlines and gathering at organized firm events We applaud the achievement of both career and personal milestones for individual team members on a firm-wide basis What makes the culture at Rödl & Partner USA unique? Unlike firms that may hint at an international work environment, Rödl & Partner USA offers a truly global workplace. Every day, R&P employees are immersed in a diverse intercultural setting where it's common to hear colleagues or clients speaking different languages, sharing cultural traditions from their home countries, or explaining unique perspectives. Whether a team member is from the US or abroad, this inclusive culture supports the global vision established at our worldwide headquarters in Nuremberg, Germany, and drives the Firm’s success in the international marketplace. Stay up-to-date on the happenings at Rödl & Partner USA by following us on LinkedIn: LinkedIn - Rödl & Partner USA Take the first step in ‘ACHIEVING’ together with Rödl & Partner by visiting our Careers Page: Careers | Rödl & Partner Get to Know Rödl & Partner: Our focus on the accounting, assurance, and tax needs of foreign, family-owned midsized ("Mittelstand") businesses operating in the U.S. carries forward from our two founding firms. Rödl & Partner (founded in 1977 in Nuremberg, Germany) and Langford de Kock & Co. (founded in 1976 in Atlanta, GA) and their merger in 2001. As the preferred accounting, auditing, tax, and business consulting professional services firm of German- speaking and other international entities, you will benefit from the extensive experience of our U.S. certified public accountants, as well as our bilingual staff of professionals, many of whom also carry international certifications (StB, WP, Dottori Commercialisti, CA). At Rödl & Partner, our integrated approach to client success revolves around collaboration. We prioritize internal synergy, ensuring seamless integration across departments to guarantee holistic client support. Additionally, our thorough oversight involves equipping managers and seniors with the necessary tools for effective performance and deadline adherence. These principles underscore our commitment to excellence in client service. Rödl Management, Inc. is an Equal Opportunity Employer. #LI-Onsite #LI-CF1

Posted 5 days ago

Tax Senior Manager, Financial Services-logo
Tax Senior Manager, Financial Services
AnchinNew York City, New York
Title: Tax Senior Manager - Financial Services Department: Tax - Financial Services Supervises: Tax Managers and Tax Supervisors Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the “Best of the Best” accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: As a Tax Senior Manager, you will play a vital role in overseeing the financial services department at Anchin, managing complex tax matters, and providing expert guidance to clients in the financial services industry. This position requires extensive knowledge of taxation, a deep understanding of the financial services industry, and strong leadership abilities. RESPONSIBILITIES: Develop and implement tax strategies to optimize tax efficiency and reduce tax liabilities for clients in the financial services sector. Oversee the accurate preparation and timely filing of tax returns, including income tax, partnership tax, and other related tax returns. Ensure compliance with all relevant tax laws and regulations. Provide strategic tax advice and guidance to clients, addressing complex tax issues, and assisting with financial planning and decision-making. Lead and mentor a team of tax professionals, providing guidance, training, and support to ensure the delivery of high-quality work and the professional development of the team. Stay updated on changes in tax laws and regulations, ensuring that the firm and clients remain compliant with evolving tax requirements. Conduct in-depth research on intricate tax matters, analyze findings, and offer well-founded solutions and recommendations. Build and maintain strong client relationships through regular communication, understanding their needs, and delivering high-quality tax services. Identify opportunities for expanding services and cross-selling financial products to existing clients, contributing to the growth of the firm. Consult with a wide network of external contacts to expand knowledge, relationships and support. Actively participate in industry professional associations. Qualifications: Education: Bachelor's degree in Accounting, Finance, or related field. A Master's degree or CPA certification is highly preferred. Experience: 8 + years of experience in tax within the financial services industry. Profound knowledge of tax regulations, financial services, and relevant tax software. Proven leadership and management skills with a track record of effectively supervising and developing a team. Exceptional communication and interpersonal skills to build and maintain strong client relationships. Strong analytical, research, and problem-solving capabilities. Keen attention to detail and a commitment to delivering high-quality work. Proficiency in tax software and Microsoft Office Suite. Compensation: Competitive annual salary in the range of $160,000 to $220,000 based on the individual’s experience level. Attributes: Accountability : Follows through on commitments, does what you say you will do, even requiring some personal sacrifice. Communicates Effectively : Delivers messages in a clear and concise manner, listens attentively. Strong Interpersonal Skills : Relates comfortably to all levels of people, both internally and externally. Nimble Learner : Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks. Technical Proficiency : Deals with technical issues comfortably and can complete work at a high level of proficiency. Technologically Proficient : Ability to apply technology solutions to work. Being Resilient : Shows confidence under pressure, maintains a positive attitude despite adversity. Action Oriented : Proactively seeks out new and challenging work. Trustworthiness : Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at recruit@anchin.com

Posted 30+ days ago

Financial Services Tax - Real Estate Senior Manager-logo
Financial Services Tax - Real Estate Senior Manager
PricewaterhouseCoopersRaleigh, New York
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Additional Responsibilities : We’re leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients’ needs. Custom Orgs : Global LoS : Tax Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Minimum Years of Experience : 5 year(s) Certification(s) Required : CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications : Preferred Knowledge/Skills : Intimate knowledge of tax compliance methods, strategy consulting for Real Estate Investment Trusts and Real Estate Partnerships. Considerable knowledge of partnership structures and their impact on real estate transactions and corresponding tax liabilities. Considerable knowledge of accounting of Unrelated Business Taxable Income. Comprehensive technical skills, including providing full services to real estate owners, developers and investors including publicly traded REITS, institutional real estate funds managed by financial institutions and privately held real estate entities. Considerable experience identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials. Considerable experience as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback. Demonstrates success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Preferred familiarity with a CRM system. Lead as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Preferred familiary with a CRM system. Demonstrates knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas: - innovating through new and existing technologies, along with experimenting with digitization solutions.- working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients.- utilizing digitization tools to reduce hours and optimize engagements. Advance pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $119,300 - $328,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 3 weeks ago

Tax Operations Coordinator-logo
Tax Operations Coordinator
AnchinNew York City, New York
Title: Tax Operations Coordinator Department: Tax Operations Supervises: N/A Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the “Best of the Best” accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: We're looking for a highly organized and detail-oriented Tax Operations Coordinator to support the Head of Tax Operations with a wide range of administrative and operational responsibilities. This position plays an important role in keeping day-to-day activities running smoothly while helping move forward key tax initiatives related to compliance, reporting, and department-wide processes. This is a great opportunity for someone who thrives in a fast-paced environment, enjoys problem-solving, and can work well with teams across the firm. We’re looking for a self-starter who is comfortable juggling multiple tasks, analyzing data, and collaborating with people at all levels of the organization. RESPONSIBILITIES: Provide daily administrative support to the Head of Tax Operations, including scheduling meetings and preparing communications and materials for both internal and external audiences. Help coordinate global and regional tax compliance efforts, including tracking deadlines and deliverables. Monitor progress on key projects and initiatives, providing regular updates and helping ensure timely completion. Maintain department records and documentation, ensuring everything is organized and aligned with internal compliance standards. Prepare reports, presentations, and summaries for leadership meetings and other firm stakeholders. Serve as a point of contact between the Head of Tax Operations and various teams across the firm, including Tax, IT, HR, and Learning & Development, as well as external vendors. Run reports from various systems (such as workflow management and timekeeping tools) and cross-reference data to support planning and decision-making. Assist with department budgeting, invoice processing, and expense reporting. Look for opportunities to improve processes and help implement more efficient ways of working within the tax function. Support the COO on firmwide operational initiatives, supporting cross-functional projects beyond the tax department. QUALIFICATIONS: Education: Bachelor’s degree in Business Administration, Finance, Accounting, or a related field (or equivalent work experience). Experience: At least 2 years of experience in an administrative or operations-focused role, preferably in a tax, finance, or professional services setting. Strong ability to work across departments and build effective working relationships with a wide range of colleagues. Comfortable working with multiple systems and able to analyze and interpret data to support decisions. Proficient in Microsoft Office (Excel, PowerPoint, Word, Outlook); experience with tax workflow software, time tracking tools (such as STAR), or dashboard/reporting platforms is a plus. Highly organized, able to manage shifting priorities and work independently. Excellent communication skills, both written and verbal. Professional, discreet, and experienced in handling sensitive information. Key Competencies: Self-motivated and proactive; takes initiative without needing direction. Team-oriented and collaborative. Adaptable to change and comfortable working under pressure. Detail-focused with strong follow-through. Always looking for ways to improve processes and outcomes. Compensation: Competitive annual salary in the range of $80,000 to $110,000 based on the individual’s experience level. Attributes: Accountability: Follows through on commitments, even requiring some personal sacrifice, promotes a sense of urgency. Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively, responds to requests in a timely and professional manner. Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally, builds effective working relationships and interacts courteously. Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks. Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity. Action Oriented: Proactively seeks out new and challenging work. Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at recruit@anchin.com

Posted 5 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

2025 Tax Staff I - Private Client Services (PCS)-logo
2025 Tax Staff I - Private Client Services (PCS)
EisnerAmperSan Francisco, California
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re 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’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals. 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 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 new solutions What you’ll be doing: As a Private Client Services (PCS) Staff I, you will be working along with the PCS team to learn the process of preparing financial statements and how to perform compilations and reviews. You will also learn the preparation procedures of federal and state income tax returns. We’re looking for someone who has: We are currently looking for entry-level professionals to join the Private Client Services (PCS) team in Summer and Fall 2025. Basic Qualifications: Bachelor’s or Master’s degree in accounting 0-2 years recent public accounting experience Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future Preferred/Desired Qualifications: 150-Date/Final Graduation of December 2024 through September 2025 Strong academic track record (Minimum GPA: 3.0) Strong MS Excel and MS Word Strong time management and organizational skills Strong work ethic with the ability to work independently and with a team Great communication, leadership, and analytical skills 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. Private Client Services includes Closely Held, Private Business Services, and Personal Wealth Advisory services. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 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. EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com Preferred Location: San Francisco For NYC and California, the expected salary range for this position is between 60000 and 78000 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.

Posted 1 week 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

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

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

Senior Tax Associate-logo
Senior Tax Associate
PKFOD CareersNewtown Square, Pennsylvania
If you genuinely enjoy the challenge and diversity of public accounting, then we look forward to hearing from you! We are currently seeking a Senior Tax Associate who is career minded, committed professionally, and who is seeking a challenging work environment. Essential Duties: Prepare tax returns ranging from individual, corporate, partnership. Review tax returns and projects of Tax Associates and Interns while gaining increasing responsibility with the review process. Work closely with partners, managers, and clients to satisfy the needs with planning and tax compliance. Respond to inquiries from the IRS and other tax authorities. Remain up to date on current tax practices and changes in tax law. Prepare research memoranda, written correspondence/guidance, and other documents. Develop, motivate, and train staff. Qualifications: Bachelor's degree in Accounting from an accredited college/university required. MST degree a plus. 3+ years progressive tax experience in public accounting required. Active CPA license or EA designation a plus. Strong tax preparer with proven knowledge of pass-through entity taxation and proficient in preparing all types of returns – e.g., individual, corporate, partnership. Strong accounting, tax, and analytical skills. Excellent interpersonal, verbal, and written communication skills. Ability to juggle priorities in a fast-paced environment and to supervise staff and interns on multiple engagements. Performing, documenting, summarizing, and reviewing research conclusions regarding specific tax issues. Proficient with computer software packages and platforms including Microsoft Office Suite and tax software (Thomas Reuters Creative Solutions software proficiency a plus). Compensation & Benefits: At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer: Medical, Dental, and Vision plans Basic Life, AD&D, and Voluntary Life Insurance 401(k) plan and Profit-Sharing program Flexible Spending & Health Saving accounts Employee Assistance, Wellness, and Work-life programs Commuter & Parking benefits programs Inclusive Parental Leave Benefits Generous Paid Time Off (PTO) Paid Firm Holidays Community & Volunteering programs Recognition & Rewards programs Training & Certification programs Discretionary Performance Bonus *Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process. We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas. PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law. To all staffing agencies: PKF O'Connor Davies Advisory, LLP (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD. #LI-KE1 #LI-Hybrid

Posted 1 week ago

Estates & Trusts Tax Paralegal-logo
Estates & Trusts Tax Paralegal
Hodgson Russ LLPBuffalo, New York
Are you a detail oriented, resourceful individual looking for an opportunity to work on a team of highly dedicated professionals? Do you love a challenge and thrive on delivering results? If this describes you, we invite you to consider a great career opportunity with Hodgson Russ LLP. Hodgson Russ LLP, a regional law firm with two hundred plus attorneys in nine offices, is seeking an Estates & Trusts Tax Paralegal to join our busy Estates & Trusts team in our Albany, Buffalo, Florida or Rochester office. In this role, you will be responsible for preparing estate and gift tax returns, fiduciary income tax returns, and court accountings, using guidelines set by the attorneys. To succeed in this role, you will need excellent communication skills, both written and verbal, and the ability to meet deadlines and focus on details. A bachelor's degree in accounting, business, liberal arts, or some other closely related field, with a minimum of three years in a paralegal role. Knowledge and experience with taxing authorities, as well as demonstrated writing and tax preparation ability required. Hodgson Russ offers competitive compensation and a comprehensive benefit package, including medical, dental, vision, life, long term disability, flexible spending, 401(k), Paid Time Off, pension plan, and more. At this time, the good faith estimate of the annual salary range for this position, if the successful applicant is based in Albany, Buffalo, Florida or Rochester is $69,750 to $85,000. Where a successful applicant is slotted within this range will vary based on legitimate criteria, such as experience and skill level. Please apply on-line by visiting our career page at www.hodgsonruss.com. Hodgson Russ LLP is an Equal Opportunity Employer. The Firm is committed to providing equal employment opportunities regardless of race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, national origin, age, disability, veteran status, familial status, or any other legally protected basis. https://www.hodgsonruss.com/about-diversity.html.

Posted 30+ days ago

Wealth Management Tax Services Director-logo
Wealth Management Tax Services Director
PricewaterhouseCoopersDallas, Texas
Industry/Sector Not Applicable Specialism Domestic Tax Compliance Management Level Director Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Default team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director, you are responsible for setting the strategic direction and leading business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. This role is crucial in driving business growth, shaping client engagements, and mentoring the future leaders. Responsibilities - Define strategic direction for the Default team - Lead initiatives in business development and client relations - Oversee multiple projects maintaining exceptional delivery - Build and maintain executive-level client relationships - Mentor and guide the next generation of leaders - Advocate for digitization and automation in tax advisory - Adhere to professional and technical standards - Foster a collaborative environment where technology thrives What You Must Have - Bachelor's Degree - 6 years of experience - CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart - Master's Degree in Accounting, Taxation preferred - Proficiency in managing tax compliance for various business entities - Proficiency in fiduciary income tax returns and compliance - Collaboration with tax practitioners and business managers - Skilled in preparing and reviewing thorough tax returns - Written and verbal business communication skills - Proficiency in problem-solving and creative solutions - Leadership in generating new business and proposal writing - Proficiency in automation and digitization in tax services Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $140,900 - $434,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 3 weeks 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

2027 Tax Winter Intern - Affordable Housing-logo
2027 Tax Winter Intern - Affordable Housing
EisnerAmperJohns Creek, Georgia
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re 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’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals. 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 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 new solutions What you’ll be doing: As a Tax intern you will have the opportunity to work on preparing tax returns to develop a working knowledge of the firm’s practices in our tax practice. Interns will learn systems and business processes. An internship with us gives the opportunity to combine knowledge gained in the classroom with company training and develop on-the-job technical skills while working as part of a team carrying out tasks under close coaching and supervision. Interns work directly with our seasoned professionals on client engagements rather than being assigned “busy work.” Our internship experience provides valuable insight into the public accounting industry, gives interns real world experience to apply to school knowledge, and affords the tools and resources needed to hit the ground running as a first-year associate upon college graduation. We’re looking for someone who has: We are currently looking for winter internship professionals to join us in Winter 2027. This is a full-time internship that will start early January 2027. Live in commutable distance to your assigned office Have the availability to work in office for 40+ hours per week during business hours Basic Qualifications: Current Sophomore or Junior (who is applying for a 5-year Master’s degree program), or on track to complete 150 credits for CPA-eligibility 0-2 years recent public accounting experience Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future Preferred/Desired Qualifications: 150-Date/Final Graduation of December 2027 through September 2028 Strong academic track record (Minimum GPA: 3.0) Strong MS Excel and MS Word Strong time management and organizational skills Strong work ethic with the ability to work independently and with a team Great communication, leadership, and analytical skills About our Tax Team As the largest service line within the firm, EisnerAmper’s Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way. A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients’ unique needs. Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,500 employees and more than 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. EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com Preferred Location: Johns Creek

Posted 3 weeks ago

The Bonadio Group logo
Tax Manager
The Bonadio GroupDallas, Texas
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Job Description

Overview

We have a tremendous opportunity for a Tax Manager to play a key role on our Small Business Advisory (SBA) team in Dallas, Texas. The Small Business Advisory team works primarily with small businesses where we can add value as an integral part of their internal accounting team.

As part of our talented team of accountants, you will be contributing to the overall successful completion of client engagements. At The Bonadio Group we pride ourselves on developing quality-focused professionals who have the opportunity to continually learn, develop, and grow into well-rounded trusted advisors. You will have the opportunity to build strong professional relationships with clients, work in diverse client-service environments, effectively communicate and assist our clients in developing strategies to best service their business needs.

   

Responsibilities:

  • Overall successful completion of client engagements including tax compliance, research, correspondence and tax planning

  • Develop an understanding of a client’s business and aspects of their industry

  • Review and prepare clear and concise working papers

  • Work on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current business trends

  • Develop effective working relationships with internal and external clients

  • Assist with development and retention of clients, including the ability to cross-sell services

  • Assist clients with special projects such as budgeting and cash flow projections, tax planning and sales tax

  • Deliver projects/engagements on time, within budget and to client's satisfaction

  • Manage, mentor, and develop staff inclusive of oversight on client engagements and providing evaluative feedback

Required Qualifications:

  • A minimum of a bachelor's degree in accounting

  • CPA or EA certification

  • A minimum of five years of relevant CPA firm experience

  • Ability to develop and sustain business relationships for the purpose of increasing the client base

  • Proficiency with Microsoft Office Suite including Teams and Outlook

  • Ability and willingness to travel locally as required

Preferred:

  • Involvement in professional and community organizations

  • Experience with tax and other software

Hours Of Operation:

  • Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday

  • Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on Friday  

  • We pride ourselves on our flexibility; however the ability to work additional hours will be needed at peak times

At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients’ needs in an increasingly global profession. 

In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you’ll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership.  You’ll be working with great people and great clients where you can truly make a difference.  Apply online, get on board, and grow with us.  You’ll be glad you did!

The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position along with approval to submit from the Talent Management team.

All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at (800) 487-7624 or careers@bonadio.com. 

EOE/AA Disability/Veteran