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Tax Principal-logo
Tax Principal
HBKMelville, New York
TAX PRINCIPAL Salary: $225,000+ per year salary plus variable compensation. 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 a Tax Principal. OVERVIEW Principals are the shareholders of Hill, Barth & King LLC. Final responsibility for all HBK activities rests with them. Principals have demonstrated a high commitment to the firm, strong leadership, and effective communication. Only principals may sign the firm name or commit the firm to a particular course of action. To the extent they deem desirable, principals delegate certain functions to managers, supervisors, and others. Hill, Barth & King LLC is an open corporation. New principals are admitted when they demonstrate the desired leadership characteristics. All individuals hired by the firm are considered potential principals. QUALIFICATIONS Current Partner/Principal, Senior Manager, or Director who aspires to become, and possesses the skillset to be, a Principal of a Top 50 Public Accounting Firm. Strong interpersonal communication, and leadership skills Working knowledge of various accounting software Excellent time management skills and the ability to work effectively with all the internal teams and clients. CPA or law degree required. Proven skill and experience in practice development RESPONSIBILITIES Assume overall responsibility for all engagements, staffing assignments and workflow within his or her group. This includes reviewing and signing all work before submitting it to clients. Display the highest degree of technical and professional competence. Demonstrate the ability to analyze financial data and draw reasonable conclusions. Display the ability to make sound business decisions. Maintain open communication with all members of the firm to ensure clients are served and staff are utilized in the most effective manner. Assume overall responsibility for all staff assigned to his or her group, including overseeing the semi-annual performance review process. Prepare client billings and monitor and collect receivables. Develop policies and procedures to increase productivity and fees without loss of morale or motivation. Be able to get to a client’s office and bring the documents and equipment necessary to conduct work, as needed. Follow firm procedures and comply with firm policies as outlined in the Human Resource Manual. Enhance existing client relationships and actively seek to develop new relationships with potential clients and referral sources. Keep the firm name before the public through speaking engagements, community involvement and participation in business, civic and professional activities. Have knowledge of all services rendered by the firm. Demonstrate a career-long commitment to the firm. Know the history of the firm and be familiar with the services that HBK provides. Participate in marketing and business development training sessions. Develop positive relationships with clients during phone conversations. Develop name recognition with clients and their personnel. Join at least one community, civic or business organization or trade organization. Participate in firm activities such as training and recruiting. Demonstrate a positive marketing attitude and take an active interest in other HBK team members’ marketing activities. Continue to strive for more. Become familiar with services provided and specialties of HBK team members. Become familiar with clients’ names and industries. Promote the firm while working at clients’ offices and while out in the community. While working at clients, be aware of any areas for possible expansion of services. Take staff, seniors, supervisors, and/or managers to prospective client meetings. Identify and develop areas of specialty and expertise. Develop relationships with client personnel that you work with and others at your level. Show an interest in their businesses, hobbies, family, etc. Call two clients each month, or a minimum of twelve calls per year, to keep in touch with clients, find out if there are ways the firm can improve upon servicing their account. Take the client to lunch to discuss any issues. Participate on external active committee(s). Develop outside contact with bankers and attorneys. Build in-depth knowledge of your key client industries, seek opportunities, join industry organizations, and develop a targeted potential client pool. Develop close relationships with key client personnel at all levels. Attain committee leadership position in organizations. Build your own name recognition as you increase the firm’s. Expand interpersonal and leadership skills. Expand marketing, communication and selling skills. Participate in marketing and business development training sessions. Develop and maintain referral sources. Arrange and attend multiple breakfasts/lunches/meetings monthly (outside of organization meetings). Send thank you cards or gifts to referral sources for their referrals. Represent the firm at special public events and private functions. Prepare a professional biography/resume of yourself to be included with proposals and promotional materials. Offer to speak to community groups or submit articles to local media. Continue to refine and promote your specialization areas. Network with other principals, refer business, and promote each other’s specialties. Provide marketing leadership to HBK staff. Mentor staff in building client relationships/selling services. Invite staff to networking events, client, and referral breakfasts/lunches. Prospect and bring in new business leads frequently and keep the firm informed of your activities. Maintain/enlarge your referral source network. Arrange/attend several contact lunches/meetings per month (not including outside organization meetings). 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 30+ days ago

Federal Tax Services Intern - Summer 2026-logo
Federal Tax Services Intern - Summer 2026
Rsm Us LlpDetroit, Michigan
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. Examples of the candidate’s responsibilities include: Working on a team that focuses on a wide range of tax specialty areas including accounting for income taxes, accounting methods and periods, corporate taxation, federal credits and incentives, individual taxation, mergers and acquisitions, pass-through entity taxation, private client services, and not for profit organizations Completing tax planning and research Preparing federal and state & local tax returns Understanding tax regulations and accounting pronouncements Basic Qualifications: 90 credit hours completed Working towards B.A. / B.S. degree or equivalent from accredited university Accounting Major Travel to assigned client locations is required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations A minimum 3.0 GPA is preferred Preferred Qualifications: Excellent written and verbal communication skills Strong computer skills, including proficiency in Microsoft Excel Ability to work effectively on a team Ability to work and multitask in a fast-paced environment At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits . All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status ; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com . RSM does not intend to hire entry-level candidates who require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here . At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $34 - $40 per hour

Posted 3 weeks ago

Swiss Tax Consultant (Steuerexperte) / Business Developer-logo
Swiss Tax Consultant (Steuerexperte) / Business Developer
Rödl & PartnerChicago, Illinois
Description Due to our continued growth, we have a Swiss Tax Consultant ( Steuerexperte) position available in our Chicago office for an individual who wants to be part of a fast-growing, dynamic firm. This role would require working in our Zurich office for a year before relocating to Chicago, IL. This role will require heavy involvement with our Swiss business development activities. We have specifically tailored our accounting, auditing, tax, and business consulting services to the unique needs of foreign-owned businesses in the United States. For more than 40 years our core practice has been serving the accounting and tax needs of primarily German-speaking and other foreign-owned companies operating in the U.S. Our headquarters is located in Atlanta, GA. We have other offices in Birmingham, AL, Charlotte, NC, Denver, CO, Detroit, MI, Greenville, SC, Houston, TX, and Manhattan, NY. The primary hiring team is out of our Chicago office, but qualified candidates will be considered in our other U.S. office locations. YOUR SKILLS: Successfully completed a degree in business management, economics or a similar field of study You finalized the Swiss tax consultant exam (Steuerexperte) At least 5-10+ years of practical work experience in tax Willingness to travel both domestically and internationally Open-minded and interested in networking activities, seminars, presentations, etc. Exceptional English speaking and writing skills Fluent in German Like taking the initiative and being self-motivated to succeed Enthusiasm, highly motivated by a teamwork environment with a high degree of responsibility Interested in working with international middle market and entrepreneurial companies OUR OFFER: The opportunity to work on challenging projects and to advise our clients independently in the design and implementation of international transactions in close relationship with the partners Business Development opportunities to expand our Swiss client base Work closely with Swiss clients doing business in the USA on a variety of interesting projects Opportunity to independently prepare tax returns, technical memos, and opinions Opportunity to think across boundaries and assist with auditing and other attest engagements Unlimited training resources to continue building your knowledge Support to pass the US CPA Exam As a benefit, Rödl & Partner USA will pay for visa processing & relocation expenses for qualified candidates and dependents. 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. PAY RANGE IN CHICAGO, MANHATTAN & DENVER METROPOLITAN AREAS Base Pay Range: $90,000-$150,000/yr Exact compensation may vary based on skills, experience, and location. Rödl Management, Inc. is an Equal Opportunity Employer. #LI-Onsite #LI-LK1

Posted 30+ days ago

Senior Financial Planner - Tax-logo
Senior Financial Planner - Tax
AssetMark Financial HoldingsCharlotte, North Carolina
Job Description: The Job/What You’ll Do: The Advanced Planning Team is a centralized group of financial planners. As a Senior Financial Planner, you will provide expert financial planning services & tax advice to advisors & clients, helping them achieve their financial goals. You will develop comprehensive financial plans and advise on investment, retirement, tax, and estate planning strategies. Responsibilities: Prepare HNW financial plans for prospective and existing clients. This includes Retirement Projections, Business Transitions, Social Security analysis, education funding, stock options, estate planning, tax planning, asset protection, and risk management needs Highly skilled with financial planning tools (eMoney, MoneyGuide, Holistiplan, SS Analyzer, etc.) Partner with advisor to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs Utilize CPA knowledge to integrate tax-efficient strategies into financial plans and educate advisors on strategies Collaborate with other groups within Wealth Solutions to develop client strategies that incorporate relevant and specific recommendations for each client Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Business Transitions, Social Security, and tax planning Co-present financial planning concepts and analysis with advisors Develop educational resources to help advisors & clients understand financial decisions and their implications Other duties as assigned Knowledge, Skills, Abilities: Strong analytical and problem-solving abilities Detail-oriented, organized, and able to manage multiple tasks Exceptional communication and interpersonal skills Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, SS Analyzer, portfolio analysis) Ability to work independently, managing and prioritizing deliverables Ability to present both virtually and in person Ethical conduct and commitment to client interests Education & Experience: Bachelor’s degree required or equivalent experience Minimum of 7+ years of financial planning experience with HNW individuals Active CFP® (Certified Financial Planner) certification and CPA required Compensation: The Base Salary range for this position is between $160,000-$190,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-CR1 #LI-hybrid Who We Are & What We Offer: AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients. AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. Flex Time Off or Paid Time/Sick Time Off 401K – 6% Employer Match Medical, Dental, Vision – HDHP or PPO HSA – Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Posted 30+ days ago

Tax Supervisor-logo
Tax Supervisor
Asheville, NC CPA FirmAsheville, North Carolina
Supervisor – Gould Killian CPA Group, P.A. Location: In-person, Asheville, NC Position Type: Full-Time, Permanent Firm Overview: Gould Killian CPA Group, P.A. is a full-service accounting firm that provides excellent client service with a high-level of technical expertise and attention to detail. We have about 55 professional and administrative staff that collaborate across three offices in Asheville, Hendersonville, and Brevard. The Firm operates with integrity and professionalism, which are outlined in our Core Values , while providing a work environment that nurtures professional development and curiosity. Position Overview : Gould Killian CPA Group, P.A. is seeking a supervisor with strong technical, analytical and communication skills. The Supervisor role is the initial level of the management group in the firm, as such they are expected to provide a high-level of technical expertise, review staff and senior accountant work, and actively manage client relationships and workflow. The main focus of the Supervisor position is the accomplishment of fieldwork and the preparation of a product suitable for final review by a Manager or Partner, through both his/her own efforts and that of lower level staff. Job Duties: Workflow and Job Management: Coordinate the logistics of all assigned engagements, assuming responsibility for delegation of work Keep partners and managers fully informed on the progress of the assigned engagements Review and take responsibility for all directed staff accountants’ work, both in terms of accuracy and timeliness of completion Technical Skills and Preparation: Be able to review the work of others not only for clerical accuracy, but also to evaluate positions taken in the treatment of items and the implications to the client Perform tax planning functions for client work and recommend actions to be taken Display a high degree of technical and professional competence including keeping current on new developments and the communication of such to staff Develop areas of specialty and expertise Staff Training and Development: Train staff in workpaper/final product preparation through both review notes and hands-on training Participate in the GK Mentor Program and recommend training and development opportunities for staff Assist in the evaluations of staff as requested by a partner or the Employee Success & Training Coordinator Professional Development & Promotion: Accompany partners and/or managers on prospective client meetings Develop business contacts and referral sources for new clients Maintain ongoing contact with existing clients throughout the year to determine new services to be offered Develop the ability to recognize issues and form a preliminary solution before presenting to manager/partner Take a leadership role among Senior Staff, join firm committees as requested, and participate in firm administration Skills & Abilities: Excellent communication skills, including in-person, phone, and written communications Demonstrate the ability to analyze complex financial data and draw reasonable conclusions Demonstrate professionalism, both in your appearance and bearing Maintain strict confidentiality of all clients and the firm business Follow firm procedures and comply with firm policies as outlined in the employee manual Ability to work overtime as needed throughout the year Qualifications: Bachelor’s Degree in accounting or a related field CPA license At least 5 years’ experience in public accounting or a related field, with at least 2 years of experience supervising staff and reviewing their work Benefits: Paid Vacation and Holidays Group Health Insurance Short-Term/Long-Term Disability Insurance Health Savings Plan (HSA) Quarterly Firm contribution for eligible employees Medical Reimbursement Plan (MRP) 401(k) Retirement Plan Employer Matching for eligible employees Discretionary Profit-Sharing plan contributions Access to Continuing Professional Education (CPE) courses and in-house training to develop your technical skills and meet your certification requirements *This is not an exhaustive list of benefits provided by the Firm. Any benefits listed here are subject to change based on management decisions.

Posted 6 days ago

Enterprise Tax Automation Manager (Consulting)-logo
Enterprise Tax Automation Manager (Consulting)
SC&H Group ExternalColumbia, Maryland
SC&H’s Advisory & Transformation Practice has an immediate need for a Enterprise Tax Automation Manager (Consulting). We are the leader in providing EPM implementation services in the Mid-Atlantic region, and our continued growth is creating new opportunities for motivated and talented professionals. As a Manager, Tax Automation, you will collaborate with partners and their teams to lead tax integration projects and help our clients leverage Oracle and OneStream technology to improve their internal functions. In this role, you be responsible for managing multiple projects while also developing and mentoring employees earlier in their careers. Any unsolicited resumes submitted through our website, LinkedIn or to SC&H Group Inc. employee e-mail accounts are considered property of SC&H Group, Inc. and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for SC&H Group, Inc., there must be a formal written agreement in place and the agency must be invited, by SC&H’s Talent Acquisition team, to submit candidates for review. Key job responsibilities include: Document and review current state tax processes/controls to identify opportunity areas Help create a business case to justify tax automation solutions Document tax data requirements Identify and provide recommendations on vendor selection Provide support through the implementation process of automated tax provision calculations and compliance solutions Strong working knowledge of tax concepts (temporary/permanent adjustments, current/deferred tax accruals) Support the development and implementation of data analytics and tax reporting solutions Organize and oversee both internal and external resources, including goal setting, project reviews, and team meetings Become intricately involved in client engagements from conception to completion Prepare cost estimates, budgets, schedules and project plans Actively participate in new business development Qualification Requirements: BS/MS in Accounting; CPA preferred 5+ years of related work experience in financial reporting and compliance with an interest in tax technology and process management 2+ years of Tax Technology design and implementation experience. Preferred technology experience OneSource, CorpTax, Longview, Oracle Tax Reporting General understanding of EPM solutions, OneStream or Oracle Cloud EPM preferred, and a commensurate level of general business expertise Prior managerial, leadership, and organizational experience required Must have good communication skills, both written and verbal Strong problem solving and analytical skills Ability to travel 5-10% ABOUT SC&H SC&H is a national consulting and financial services firm, home to people who believe in the power of trusted personal relationships. Everyone here shares a passion for driving results — a passion fueled by the genuine connections we forge. Our expert capabilities and exceptional service have shaped the firm’s longstanding reputation for excellence and impressive growth. But it’s the partnerships we foster and success we help deliver that make each day rewarding — for our colleagues, our clients, and our community. SC&H has been deemed a “best place to work” by Inc., Baltimore Business Journal, Accounting Today, and Inside Public Accounting. In 2022, Inside Public Accounting recognized us as the fastest growing firm for organic growth in the United States. Our success is driven by 11 diverse practices at the intersection of finance, enterprise technology, and accounting, 400 employees, and a client base of rapidly growing startups to world-renowned Fortune 500 companies. This is the place to build lasting professional relationships, grow your skills, and fulfill your potential. SC&H Make it Rewarding. Salary & Benefits The expected annual base salary for this position is $120,000-$160,000. Salary offers are made based on a variety of candidate specific factors such as candidate's skills, performance, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, you’ll be rewarded for your contributions to our success through a generous performance-based bonus plan. As a 100% employee-owned firm, SC&H offers the unique benefit of real equity ownership for every colleague with at least 1 year of service. Watch your stake grow as your tenure increases and the firm achieves success. We also offer a comprehensive health plan with multiple options to suit your needs, at least 4 weeks of paid time off, 8 firm-paid holidays, 401k with employer match, and an annual firm trip for you and a guest to an all-inclusive tropical location. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Posted 30+ days ago

Tax & Consulting Senior Accountant-logo
Tax & Consulting Senior Accountant
Yeo & YeoAlma, 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 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 30+ days ago

Tax Director-logo
Tax Director
Hankey Group ExternalLos Angeles, California
Tax Director Los Angeles, CA | On-Site Westlake Financial is the largest privately held finance company in the nation, with a proven track record for sustained growth, technological advancement and industry leadership. We are seeking a highly skilled and strategic Tax Director to lead and manage all aspects of tax compliance and planning for a complex consolidated group of over 15 entities. The consolidated Westlake group is a Partnership LLC structure, with 3 of our subsidiaries designated as C-Corps. This role is integral to managing risk, ensuring compliance and developing tax strategies to support the Company’s long-term vision. The Director role requires a deep understanding of federal, state, and local tax laws, exceptional organizational abilities, and strategic leadership to ensure accurate and timely tax compliance. The Tax Director will be responsible for managing the Tax team, service providers, work streams and internal tax projects at Westlake. The Director will work closely with other Westlake personnel in Accounting, Legal, Finance and IT, along with our external service providers, to manage tax risk across Westlake entities and drive accurate and timely tax reporting across various subsidiaries. This is a high-impact leadership position for a forward thinking tax professional who seeks to contribute to an innovative organization. The Director will require advanced technical knowledge and leadership capabilities to ensure the Company meets regulatory deadlines, develops tax strategies, and maintains compliance with evolving tax regulations. We are committed to growing and strengthening our organization by hiring the people that make Westlake World ( our culture ) what it is. Through hiring the best fitting applicant and supporting our people in further developing their skills, we transition our Applicants into Westlake Warriors ( our people ). With over $23.5 Billion in assets and $4.4 Billion in annual revenue, we operate at the cutting edge of financial services, not merely as an auto finance company, but as a technology driven enterprise redefining how finance is delivered, optimized and scaled. At Westlake, we build robust platforms, deploy smart automation and utilize data-driven insights deliver exceptional value to our more than 21,000 dealer partners across North America. As we continue to grow, we seek individuals who embody our entrepreneurial spirit, embrace innovation and are driven to perform at the highest level. Brief Descriptions : DUTIES, TASKS, RESPONSIBILITIES (include, but not limited to) Lead, mentor, and develop a team of four internal tax professionals, fostering a high-performance culture; Oversee the preparation and filing of all federal, state, and local tax returns, ensuring accuracy, timeliness, and full compliance with applicable laws; Review Partnership K-1’s for state and federal filings, 704(b) and 704(c) calculations, tax forecasts and various other critical filing documents Design and implement strategic tax planning initiatives that align with business goals and support the Company’s evolving legal and corporate structure; Partner with internal stakeholders and external service providers to manage and execute tax deliverables for internal leadership and the Company’s partnership group; Monitor and interpret changes in tax laws and regulations; assess the impact and guide the business accordingly; Provide tax insight on complex business transactions, corporate restructurings, and M&A opportunities; Present regular updates to executive leadership and the Board of Directors on key tax matters, risks, and initiatives; Drive process improvements through technology and automation, identifying opportunities to modernize and streamline tax operations; Ensure audit readiness and manage responses to tax authorities, maintaining strong internal documentation and controls; Support financial reporting by reviewing tax provision schedules and ensuring alignment with GAAP standards. KNOWLEDGE, SKILLS, LICENSES Comprehensive understanding of federal, state and local tax laws. Attains a thorough understanding and application of GAAP. Highly detail-oriented and organized. Ability to meet deadlines. Ability to work both independently and collaboratively with different levels of employees. Highly analytical and strong problem-solving skills. Ability to acclimate and work in a high pace environment. Proficient in MS Word and Excel (Access is a plus). Knowledge of SQL and Macro is a plus. EDUCATION Bachelor’s degree in Accounting and/or Master’s degree in Taxation. CPA/CPA Candidate. EXPERIENCE Minimum 8 years of tax accounting with a specialization in taxation. PREFERRED: Three years in public accounting from Big Four or equivalent. What’s the expected pay for this role? $170,000 to $230,000 per year The exact starting compensation to be offered will be determined at the time of selecting an applicant for hire and will be dependent on a wide range of factors, including but not limited to geographic location, skill set, experience, education, credentials, and licensure when applicable. What do we offer? Medical, Dental, and Vision benefits Life Insurance, Flexible Spending Account 401K matching Employee Stock Ownership Program, plus company matching Wellness Program, Daily Team Exercises Westlake University, Certification Programs Career Path Opportunities Discounts on Parks, Museums, Movie Tickets, and Attractions AT&T Wireless Discounts Paid Vacations Days Paid Sick days Paid holidays Rental Car Discounts Dell Member Purchase Program UKG Wallet – pay advance Acknowledgement We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. We are an equal opportunity employer and do not unlawfully discriminate in employment. No question on this application is used for the purpose of limiting or excluding any applicant from consideration for employment on a basis prohibited by local, state, or federal law. Equal access to employment, services, and programs is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the organization.

Posted 3 weeks ago

Director of Tax-logo
Director of Tax
SaronicAustin, Texas
Saronic Technologies is a leader in revolutionizing defense autonomy at sea, dedicated to developing state-of-the-art solutions that enhance maritime operations for the Department of Defense (DoD) through autonomous and intelligent platforms. Job Overview The Director of Tax will oversee the organization’s tax strategy, planning, and compliance efforts. This role is responsible for managing the preparation and filing of tax returns and provisions, supervising tax service providers, advising on international growth and cross-border transactions and implementing tax-efficient strategies to support business growth and ensure compliance with relevant laws and regulations. The ideal candidate will combine deep technical expertise with strong leadership and communication skills to work effectively with senior management and cross-functional teams. This is a full-time role, reporting to our Corporate Controller, based in our office in Austin, Texas. Responsibilities Develop and execute international planning strategies and initiatives, including both US and non-US tax, and local country tax planning. Coordinate international planning strategies with outside counsel, tax, and accounting advisors. Supervise the preparation and timely filing of federal, state, local, and international tax returns by external service providers. Oversee the tax provision preparation Ensure adherence to all applicable tax laws, regulations, and internal policies. Collaborate closely with finance, legal, and operations teams to integrate tax strategies into broader business objectives. Maintain comprehensive records and documentation of tax positions, policies, and procedures. Liaise with external tax advisors and consultants to stay abreast of regulatory changes and best practices. Qualifications Bachelor’s degree in Accounting, Finance, or a related field Big 4 experience required CPA or equivalent professional certification is required. Minimum of 10-12 years of experience in tax accounting Proven knowledge of federal, state, and international tax/transfer pricing regulations and compliance requirements. Experience working in or with multinational organizations is highly desirable. Strong analytical and problem-solving abilities with meticulous attention to detail. Excellent leadership, organizational, and project management skills. Exceptional communication skills, capable of conveying complex tax issues to non-technical stakeholders. Proficiency with tax software, ERP systems (Netsuite preferred), and advanced Microsoft Excel. Ability to manage multiple tasks and deadlines in a dynamic, fast-paced environment. A proactive approach to staying updated on evolving tax regulations and industry trends. Benefits Medical Insurance: Comprehensive health insurance plans covering a range of services Saronic pays 100% of the premium for employees and 80% for dependents Dental and Vision Insurance: Coverage for routine dental check-ups, orthodontics, and vision care Saronic pays 99% of the premium for employees and 80% for dependents Time Off: Generous PTO and Holidays Parental Leave: Paid maternity and paternity leave to support new parents Competitive Salary: Industry-standard salaries with opportunities for performance-based bonuses Retirement Plan: 401(k) plan Stock Options: Equity options to give employees a stake in the company’s success Life and Disability Insurance: Basic life insurance and short- and long-term disability coverage Additional Perks: Free lunch benefit and unlimited free drinks and snacks in the office Physical Demands Prolonged periods of sitting at a desk and working on a computer. Occasional standing and walking within the office. Manual dexterity to operate a computer keyboard, mouse, and other office equipment. Visual acuity to read screens, documents, and reports. Occasional reaching, bending, or stooping to access file drawers, cabinets, or office supplies. Lifting and carrying items up to 20 pounds occasionally (e.g., office supplies, packages). Saronic does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

Posted 1 week ago

2026 Tax Fall Intern - Houston, TX-logo
2026 Tax Fall Intern - Houston, TX
UHYHouston, Texas
JOB SUMMARY As a Tax Intern, you will be responsible for the preparation of business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Intern will have the opportunity to collaborate with and assist internal teams and leaders to produce high-quality deliverables to our clients, while building upon the technical skills to grow as a professional. JOB DESCRIPTION Tax Preparation Assist in preparing federal, state, and local tax returns for individuals, corporations, partnerships, and other entities Organize and review client-provided financial information, ensuring accuracy and completeness Use tax software and tools to input data, calculate tax liabilities, deductions, and credits Research and Analysis Conduct tax research to interpret and apply relevant tax laws, regulations, and guidelines Analyze financial statements, records, and documentation to identify tax-saving opportunities and compliance issues Assist in preparing tax projections and estimates to guide clients in making informed financial decisions Client Communication Communicate with clients to gather necessary information and address inquiries related to tax matters Assist in explaining tax concepts and implications to clients in a clear and understandable manner Collaborate with internal team to provide timely updates and recommendations to clients on their tax situations Compliance and Documentation Ensure adherence to tax regulations and deadlines, filing tax returns accurately and timely Maintain organized and comprehensive tax files and documentation for each client engagement Assist in tracking changes in tax laws and regulations and their potential impact on clients Team Collaboration Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices Support senior team members in complex tax projects, including audits and specialized tax services Participate in internal training sessions to enhance your technical skills and stay updated on industry trends Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client’s needs Required education and experience 0 – 1 year of relevant experience Currently enrolled at an accredited college/university pursuing a degree in accounting, finance, or a related field High School Diploma or GED or High School equivalent certificate Preferred education and experience Cumulative GPA of 3.0 or higher Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained Responsible for completing the minimum CPE credit requirement Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Duration This is a temporary, less than six (6) month internship position. Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Posted 3 days ago

2025 Tax Staff I - Private Client Services (PCS)-logo
2025 Tax Staff I - Private Client Services (PCS)
EisnerAmperLa Jolla, 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: La Jolla 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 30+ days ago

Tax Manager - Personal Financial Services-logo
Tax Manager - Personal Financial Services
PricewaterhouseCoopersRaleigh, New York
Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Manager Job Description & Summary A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You’ll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You’ll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity." Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. 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 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: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations. 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 : Demonstrates extensive-level abilities and/or a proven record of success consulting with high net worth individuals on some of the following areas: Individual income tax planning; Financial planning; Wealth transfer planning; Business succession planning or trust and estate work; and, Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Demonstrates extensive-level abilities and/or a proven record of success identifying and addressing client needs: Individual income tax planning; Financial planning; Wealth transfer planning; Business succession planning or trust and estate work; and, Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. 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. Demonstrates extensive-level abilities and/or a proven record of success as a team leader: Individual income tax planning; Financial planning; Wealth transfer planning; Business succession planning or trust and estate work; and, Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. 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. 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. 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: $98,300 - $266,000, 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 5 days ago

Senior Consultant, Complex Property Tax-logo
Senior Consultant, Complex Property Tax
Tax.comHunt Valley, Maryland
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 The Property Tax Senior Consultant (“Sr Consultant”) works with a team to identify tax savings opportunities for clients and to understand how the client computes all facets of the property tax. Functions include technical research, database reconciliation, and data analytics. The ideal candidate will have analytical and problem-solving skills coupled with strong people skills. The successful candidate will be able to research issues, prepare property tax compliance filings, reconcile databases, and complete detailed calculations. Successful Ryan team members embrace and live these five Ryan values: Pursue Excellence, Wired to Win, Generosity Matters, Build Trust, and Integrity Always, and they will embody and demonstrate accountability. The Consultant career path can eventually lead to a variety of management-level roles within Ryan, LLC. Candidates that apply for the Consultant role should meet certain educational requirements and possess specific professional technical skills as follow: Duties and responsibilities, as they align to Ryan’s Key Results People Create a positive team member experience Client Respond to client inquiries and requests from tax authorities Education Possess a BA or BS in Finance, Accounting, Business Administration, Economics, Real Estate, other business-oriented degree, or equivalent business work experience – master’s degree in a business discipline or a JD a plus Must have (6) hours of Accounting or Economics or Real Estate or Finance with a of 3.0 GPA or higher, a Major GPA of 3.25 or higher Relevant work experience preferred (e.g. internships, summer positions, school jobs) Previous property tax experience desired – projections/forecasts, property tax return compliance, valuation analytics, negotiation or appeal support Value Strong written and oral communication skills for client and external stakeholder interactions and negotiations Self-motivation – self-starter with ambition, drive, and curiosity If remote work, capable of maintaining daily task list, remaining focused with limited physical supervision Work effectively with clients and taxing authorities on a national basis Attend client meetings and property inspections Review client property tax records Analyze assessment notices and determine potential assessment reductions File appeals Determine liability for development projects Work with tax incentive issues for clients Perform other duties as assigned Prioritize tasks, work on multiple assignments, and manage ambiguity Computer Skills Use of Microsoft 365 suite of productivity applications (e.g., Excel, Word, Outlook, PowerPoint) Advanced proficiency in MS Excel – V and X Lookups, Pivot Table manipulation, basic macros and formulas Bias for action – let leaders know when work is complete and additional assignments are needed Work Environment Standard indoor working environment Position requires regular interaction with employees at all levels of the Firm in person and via e-mail and telephone Position requires regular interaction with clients and interface with external vendors in person and via e-mail, computer application, and telephone Independent travel requirement: Up to 10-20%

Posted 30+ days ago

Consultant, Personal Property Tax-logo
Consultant, Personal Property Tax
RyanSan Diego, 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 The Property Tax Consultant works with clients and internal teams to adhere to jurisdictional requirements for personal property tax compliance. This includes researching issues, reconciling financials and databases, working with taxing authorities to understand and verify calculations and filing methodologies, and completing detailed calculations. Duties and responsibilities, as they align to Ryan’s Key Results People: Create a positive team experience. Client: Prepare personal property tax returns/renditions, filings, and reconciliation of assets for assigned clients. Ensure all applicable returns/renditions and remittances are processed and mailed in a timely manner. Review of personal property tax assessments, filing/handling assessment protests and handling audits. Responds to client inquiries and requests from tax authorities. Reviews documentation and researches issues. Works with raw data to complete calculations. Value: Assist in managing high volume compliance portfolio. Provide exceptional client service to multi-state companies by working with a team to identify tax savings opportunities. Assist multi-state companies with state and local tax controversies, which includes preparing clients for discussions with auditors, representing the client at hearings and at appeal meetings, and preparing protests. Maintain annual client filing calendar. Learn proprietary software application to manage data. Update internal compliance software with appropriate tax related information for each assigned client. Performs other duties as assigned. Education and Experience: Bachelor’s degree in Accounting, Business Administration/Management, Business Computer Information Systems, Economics, Engineering, Entrepreneurship, Finance, International Business, Public Administration, Real Estate or other degree with Master’s in Business Discipline or JD, Business Analytics, Operations and Supply Chain Management. Must have (6) hours of Accounting or Economics or Real Estate or Finance with a of 3.0 GPA or higher, a Major GPA of 3.25 or higher. Relevant work experience preferred (e.g. internships, summer positions, school jobs) or Bachelor's degree and one to three years audit or tax related experience. Desire to perform in a high-energy team environment. Demonstrated leadership, problem solving, and strong verbal and written communication skills. Ability to prioritize tasks, work on multiple assignments, and manage ambiguity. Ability to work both independently and as part of a team with professionals at all levels. Computer Skills: To perform this job successfully, an individual must have intermediate knowledge of Microsoft® Word, Excel, Outlook, and Internet navigation and research. Certificates and Licenses : Valid Driver’s license required. Supervisory Responsibilities: This position has no supervisory responsibilities. Work Environment: • Standard indoor working environment. • Occasional long periods of sitting while working at computer. • Position requires regular interaction with employees at all levels of the Firm in person and via e-mail and telephone. • Position requires regular interaction with clients and interface with external vendors in person and via e-mail and telephone. • Independent travel requirement: Up to 10-20%. Equal Opportunity Employer: disability/veteran

Posted 30+ days ago

Federal Tax Services Intern - Winter 2026-logo
Federal Tax Services Intern - Winter 2026
Rsm Us LlpBaltimore, Maryland
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. Examples of the candidate’s responsibilities include: Working on a team that focuses on a wide range of tax specialty areas including accounting for income taxes, accounting methods and periods, corporate taxation, federal credits and incentives, individual taxation, mergers and acquisitions, pass-through entity taxation, private client services, and not for profit organizations Completing tax planning and research Preparing federal and state & local tax returns Understanding tax regulations and accounting pronouncements Basic Qualifications: 90 credit hours completed Working towards B.A. / B.S. degree or equivalent from accredited university Accounting Major Travel to assigned client locations is required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations A minimum 3.0 GPA is preferred Preferred Qualifications: Excellent written and verbal communication skills Strong computer skills, including proficiency in Microsoft Excel Ability to work effectively on a team Ability to work and multitask in a fast-paced environment At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits . All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status ; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com . RSM does not intend to hire entry-level candidates who require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here . At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $34 - $40 per hour

Posted 3 weeks ago

Tax Supervisor-logo
Tax Supervisor
ReaMedina, Ohio
Description Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and locations throughout Ohio, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. Due to continued growth, we are looking to add an energetic and enthusiastic Tax Supervisor to our team. This is an outstanding opportunity to join a team who continues to focus on the strategic initiatives of our firm and solidify our client relationships and client base. The Tax Supervisor oversees tax compliance, consulting and planning by interpreting tax code and regulations, and performs first review of complex tax preparation, tax research and tax planning. This role also ensures all appropriate tax returns filed are in compliance with relevant IRS and state regulations. The Tax Supervisor advises clients on appropriate tax strategies for their organizations while also providing work direction and technical guidance to less experienced staff. Responsibilities Build relationships with clients to discuss a variety of federal tax concerns Advising and providing tax consultations, and communicating tax concepts Developing a strong knowledge base through continual education by tax research, reviewing trends, and other practices Managing engagements workflow, engagement team resources, and engagement billing Providing technical tax advice and planning services Supervising and reviewing the work of staff Obtain a general understanding of pertinent IRC sections and regulations Obtain a working knowledge of tax research and the various tax research sources Interact with all client personnel in an intelligent and professional manner Possesses skills necessary to develop quality client relationships Requirements 3-5 years of prior experience in taxation Experience leading others Bachelor’s or better in Tax, Accounting or related field CPA certification preferred Must have public accounting experience High performer at an existing firm Super Regional or Top 100 firm experience a plus Understand Tax Law changes or how to navigate resources Solid understanding and experience with federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research Benefits Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals. Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Wellness Resources Four (4) weeks PTO Twelve (12) paid holidays, of which three (3) are floating holidays Rea is committed to providing equal employment opportunity for all individuals regardless of race, color, religion, sex (including without limitation pregnancy, sexual orientation and gender identity), age, ancestry, military status, national origin, genetic information, disability or other characteristics protected by applicable law. Equal opportunity extends to all aspects of the employment relationship, including but not limited to hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms, conditions or privileges of employment, or any matter directly or indirectly related to employment. Rea does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea’s Talent team. Pre-approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.

Posted 3 days ago

State and Local Tax - Income Franchise - Manager-logo
State and Local Tax - Income Franchise - Manager
PricewaterhouseCoopersHouston, Texas
Industry/Sector Not Applicable Specialism State & Local Tax (SALT) Management Level Manager 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 local taxes at PwC will focus on providing advice and guidance to clients on local tax matters. Your work will involve analysing and interpreting local tax laws and regulations, assisting businesses in complying with local tax requirements and optimising their local tax positions. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system. Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. Develop skills outside your comfort zone, and encourage others to do the same. Effectively mentor others. Use the review of work as an opportunity to deepen the expertise of team members. Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. Uphold and reinforce 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 Income Franchise team you work on multi-state income tax planning, compliance, preparing returns, income tax accounting, controversies, restructuring, due diligence, and audit defense. As a Manager you lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for securing project success and maintaining exceptional standards. Enhancing your leadership style, you motivate, develop, and inspire others to deliver quality. You are responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and principles in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Responsibilities - Working on multi-state income tax planning and compliance - Leading teams and managing client accounts with strategic planning - Mentoring junior staff to enhance their professional growth - Maintaining project success and upholding standards of quality - Motivating and inspiring team members to deliver exceptional results - Leveraging team strengths to meet client expectations - Identifying opportunities that contribute to the firm's success - Embracing technology and innovation to enhance service delivery What You Must Have - Bachelor's Degree in Accounting - 4 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 Taxation, Political Science preferred - Knowledge of multi-state income tax planning and compliance - Experience in FAS 109 and unitary filing - Building and maintaining client relationships - Managing resource requirements and project workflow - Supervising teams and encouraging improvement and innovation - Developing new relationships and selling new services - Familiarity with a CRM system - Knowledge of automation and digitization in professional 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. 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: $98,300 - $266,000, 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 6 days ago

Software Engineer - Partnership - US Tax - Senior Associate-logo
Software Engineer - Partnership - US Tax - Senior Associate
PricewaterhouseCoopersDallas, Texas
Industry/Sector Not Applicable Specialism Project / Program Management Management Level Senior Associate Job Description & Summary At PwC, our people in software and product innovation focus on developing cutting-edge software solutions and driving product innovation to meet the evolving needs of clients. These individuals combine technical experience with creative thinking to deliver innovative software products and solutions. Those in software engineering at PwC will focus on developing innovative software solutions to drive digital transformation and enhance business performance. In this field, you will use your knowledge to design, code, and test cutting-edge applications that revolutionise industries and deliver exceptional user experiences. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn’t clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others. Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. Use critical thinking to break down complex concepts. Understand the broader objectives of your project or role and how your work fits into the overall strategy. Develop a deeper understanding of the business context and how it is changing. Use reflection to develop self awareness, enhance strengths and address development areas. Interpret data to inform insights and recommendations. Uphold and reinforce 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 Tax Innovation team you develop software solutions that enhance client services. As a Senior Associate, you guide and mentor junior developers while navigating complex projects to deliver innovative results. This role emphasizes building meaningful client relationships and leveraging technical strengths in a fast-paced environment. Responsibilities - Design and implement end-to-end solutions for tax innovation - Work with cross-functional teams to deliver software products - Analyze user requirements to inform development processes - Maintain rigorous coding standards and industry practices - Troubleshoot and resolve technical issues promptly - Contribute to the continuous improvement of software development methodologies - Engage in knowledge sharing and mentor of junior developers - Keep abreast of emerging technologies and industry trends What You Must Have - Bachelor's Degree - 3 years of professional .NET Core development and SQL development experience What Sets You Apart - Master's Degree in Computer and Information Science, Management Information Systems preferred - Utilizing established development tools for software solutions using .NET Core, SQL Server, HTML, CSS, C#, Angular & React - Building, testing, and managing applications on cloud services such as Azure or AWS - Mentoring and leading junior developers - Innovating through new technologies and digitization solutions - Working with large, complex data sets for visualization - Demonstrating understanding of ORM's and code reviews - Managing third-party vendors in projects 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: $83,000 - $208,000, 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

US Tax Manager-logo
US Tax Manager
Cadillac Formula 1 TeamFishers, Indiana
Description The Cadillac Formula 1 ® Team is what happens when history, purpose and daring talent come together. Backed by TWG Global and GM, our team is uniquely positioned to disrupt Formula 1 ® , bringing a fresh perspective and an unrelenting drive for success. We have the energy of a start-up, with the ideas and originality of a business that always wants to lead, never wants to follow. We’re building everything from the ground up, from a high-performance car to an inclusive, values-driven culture. We show bold ambition. We combine leadership in innovation with excellence in execution. We are one team. We have the freedom to think differently, the opportunity to shape process and practice, an ego-free environment where people thrive on being challenged by those around them. A historic name behind us. Career-defining moments ahead. This is history in the making. Join us. Fueled by bold ambition: Play your part in getting us on the grid. The US Tax Manager will be responsible for overseeing and managing all aspects of US tax compliance and reporting for the organization. This role involves ensuring adherence to US tax laws, developing strategies to optimize the company’s tax position, and providing strategic tax advice to leadership and various departments. The ideal candidate will possess a deep understanding of US federal and state tax legislation, as well as a proactive approach to identifying and mitigating tax risks. Lead the preparation, review, and filing of all U.S. federal, state, and local corporate tax returns, including sales and use tax, property taxes and payroll, where applicable. Ensure all tax registrations are completed, and appropriate documentation is in place. Support in month-end and year-end tax reporting. Support in developing and implementing tax planning strategies that align with the company’s business objectives. Review and advise on US tax implications of cross-border arrangements, including Transfer Pricing. Conduct research on complex tax issues and provide recommendations to senior management. Collaborate with external tax advisors to ensure proper handling of tax matters. Monitor changes in tax legislation and assess impacts on the organization. Support the Head of Tax in tax audits and inquiries from tax authorities. Provide training and guidance to internal teams on US tax regulations and compliance practices. Requirements Driven by high performance: What do you need to bring to the team? Certified Public Accountant. Bachelor’s degree in Accounting, Finance, or related field; Master’s in Taxation preferred. 4+ years of U.S. corporate tax experience. Proven track record in managing tax compliance and strategic planning. Proven experience in International tax i.e. advising large global businesses or working within and in house tax function of a global business. Demonstrated ability to work in a fast-paced, performance-driven environment. A team like no other. The Cadillac Formula 1 ® Team challenges conventions and redefines success through bold ambition, cutting-edge innovation, and an unwavering commitment to precision and excellence—on and off the track. This includes offering industry-leading pension, generous time off and, as part of a global brand, huge potential for career development. Please be aware that we will be reviewing applicants on a rolling basis and this job posting will close once a suitable candidate is identified. We encourage all interested individuals to submit their application as soon as possible. Please note: This role is subject to U.S. export control restrictions. Successful candidates must either be a U.S. Person (defined by U.S. law as U.S. citizen, U.S. permanent resident, asylee, or refugee) or a non-U.S. Person who is eligible to obtain any required export control authorization. As an equal opportunities employer, we are committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy or maternity, race or ethnicity, religion or belief, gender identity or marriage and civil partnership. We aspire to have a diverse and inclusive workplace and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply. At Cadillac Formula 1 ® , all Team Members are expected to actively support and uphold our policies and procedures, including those focused on Environmental responsibility, Sustainability initiatives, Inclusion and Health and Safety practices. Please note that additional security checks may be required as part of the recruitment process. This may include a background check covering a minimum of the past five years and a criminal record check.

Posted 4 days ago

Tax Manager-logo
Tax Manager
DXPHouston, Texas
Do you want to grow with us? At DXP we are passionate about what we do and driven to be the best solution for our industrial customers. Since 1908 DXP has been dedicated to the highest quality of customer service through our expertise of the products we distribute and the technical services we perform with a sense of individual pride and company spirit. Throughout your career with DXP, we will encourage and empower you to take an active role in identifying and driving your development, so you feel total confidence in your ability to achieve ongoing success. We aspire to be the best solution for the Industrial customers' needs for MROP products and services through our Innovative Pumping Solutions, Metal Working, Supply Chain Services and Service Centers. Check out our many videos to learn more! http://www.dxpe.com/about-us/careers/ The Tax Manager will manage the ASC740 tax accounting and tax compliance functions for the company and ensure that all areas of the company’s taxation issues are adequately and timely addressed. Responsibilities of the Ta x Manager include, but are not limited to: Manages the tax provision preparation, and separate company financial reporting requirements, including permanent and temporary differences, federal and state tax attributes, tax accounting for equity compensation. Responsible for balances in tax provision software for gross temporary differences. Supports the work of external tax, legal, and other advisors, reviewing their opinions and maintaining relationships with them. Manages the preparation of federal and state income tax returns, extensions and ES payments. Compute FIN 48 reserves and FIN 48 NOL valuation allowance overlap Recruits, manages, mentors and leads a team of junior tax professionals. Oversees calculation of return to provision and preparation of the journal entry(s). Interacts with federal governing authorities and external auditors. Provides timely responses to information requests and works through complex corporate tax issues. Performs tax research and analysis on numerous and diverse tax issues. Must stay current with federal and state tax legislation. Ensures compliance with SOX controls – update controls on an as needed basis. Responsible for purchase accounting. Participates on cross functional project teams working on key company initiatives. Adheres to internal standards, policies and procedures. Performs other duties as assigned. Qualifications of the Tax Manager include, but are not limited to: Required Education and Experience: Bachelor’s degree in accounting required. 6 - 7+ years of experience in working with a corporate tax department and public accounting firm. Strong federal, state and local income tax experience. Strong working knowledge of GAAP. Preferred Education and Experience: Certified Public Accountant (CPA) certification is preferred. Competencies: Effective interpersonal skills needed for interaction with business executives, finance team, fellow tax professionals, outside auditors, tax authorities and others. Intellectual ability – is an adept thinker with the ability to recognize, interpret and solve complex issues together with the drive to see solutions through to implementation/resolution. Ability to manage and supervise multiple tasks and be able to adapt quickly to changing business and strategic priorities. Collaborative and interactive in style and action. Highly organized and detail oriented. Results-oriented with a strong work ethic. Problem solving skills evidenced by demonstrated results in past positions. Self-starter who can work independently while supporting the needs of the team. Strong decision-making skills. Excellent verbal and written communication, presentation and facilitation skills. Ability to communicate effectively with all levels of organization. Ability to influence decisions throughout the organization. Ability to successfully manage multiple priorities. #LI-YJ1 Additional Information: Physical Demand: N/A Working Conditions: Office environment Training/Certifications: N/A Shift: Monday – Friday, 8:00AM - 5:00PM Travel: N/A Education: Bachelor’s degree with an emphasis in tax or business required DXP is always looking for individuals who want to join a team of employees who have the desire to achieve remarkable accomplishments together. The culture of the organization is supportive and goal oriented with high expectations, yet it is an environment where the team spirit inspires everyone to do their best. All DXP employees play a vital part in the organization and are treated with respect. By applying to DXP, you will have the opportunity to speak with some of the most respected professionals in the industry. DXP offers a comprehensive benefits package including: Medical, Dental, Vision, Flexible Spending, 401(k), paid holidays, Life and Disability Insurance, and additional supplemental products. EOE/M/F/D/V

Posted 30+ days ago

HBK logo
Tax Principal
HBKMelville, New York
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Job Description

TAX PRINCIPAL

Salary: $225,000+ per year salary plus variable compensation.  

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 a Tax Principal.

OVERVIEW

Principals are the shareholders of Hill, Barth & King LLC. Final responsibility for all HBK activities rests with them.  Principals have demonstrated a high commitment to the firm, strong leadership, and effective communication.  Only principals may sign the firm name or commit the firm to a particular course of action.  To the extent they deem desirable, principals delegate certain functions to managers, supervisors, and others.

Hill, Barth & King LLC is an open corporation.  New principals are admitted when they demonstrate the desired leadership characteristics.  All individuals hired by the firm are considered potential principals.

 QUALIFICATIONS

  • Current Partner/Principal, Senior Manager, or Director who aspires to become, and possesses the skillset to be, a Principal of a Top 50 Public Accounting Firm.
  • Strong interpersonal communication, and leadership skills
  • Working knowledge of various accounting software
  • Excellent time management skills and the ability to work effectively with all the internal teams and clients.
  • CPA or law degree required.
  • Proven skill and experience in practice development

RESPONSIBILITIES

  • Assume overall responsibility for all engagements, staffing assignments and workflow within his or her group. This includes reviewing and signing all work before submitting it to clients.
  • Display the highest degree of technical and professional competence. Demonstrate the ability to analyze financial data and draw reasonable conclusions.  Display the ability to make sound business decisions.
  • Maintain open communication with all members of the firm to ensure clients are served and staff are utilized in the most effective manner.
  • Assume overall responsibility for all staff assigned to his or her group, including overseeing the semi-annual performance review process.
  • Prepare client billings and monitor and collect receivables.
  • Develop policies and procedures to increase productivity and fees without loss of morale or motivation.
  • Be able to get to a client’s office and bring the documents and equipment necessary to conduct work, as needed.
  • Follow firm procedures and comply with firm policies as outlined in the Human Resource Manual.
  • Enhance existing client relationships and actively seek to develop new relationships with potential clients and referral sources.
  • Keep the firm name before the public through speaking engagements, community involvement and participation in business, civic and professional activities. Have knowledge of all services rendered by the firm.
  • Demonstrate a career-long commitment to the firm.
  • Know the history of the firm and be familiar with the services that HBK provides.
  • Participate in marketing and business development training sessions.
  • Develop positive relationships with clients during phone conversations. Develop name recognition with clients and their personnel.
  • Join at least one community, civic or business organization or trade organization.
  • Participate in firm activities such as training and recruiting.
  • Demonstrate a positive marketing attitude and take an active interest in other HBK team members’ marketing activities. Continue to strive for more.
  • Become familiar with services provided and specialties of HBK team members.
  • Become familiar with clients’ names and industries.
  • Promote the firm while working at clients’ offices and while out in the community.
  • While working at clients, be aware of any areas for possible expansion of services.
  • Take staff, seniors, supervisors, and/or managers to prospective client meetings.
  • Identify and develop areas of specialty and expertise.
  • Develop relationships with client personnel that you work with and others at your level. Show an interest in their businesses, hobbies, family, etc.
  • Call two clients each month, or a minimum of twelve calls per year, to keep in touch with clients, find out if there are ways the firm can improve upon servicing their account. Take the client to lunch to discuss any issues.
  • Participate on external active committee(s).
  • Develop outside contact with bankers and attorneys.
  • Build in-depth knowledge of your key client industries, seek opportunities, join industry organizations, and develop a targeted potential client pool.
  • Develop close relationships with key client personnel at all levels.
  • Attain committee leadership position in organizations. Build your own name recognition as you increase the firm’s.
  • Expand interpersonal and leadership skills.
  • Expand marketing, communication and selling skills.
  • Participate in marketing and business development training sessions.
  • Develop and maintain referral sources.
  • Arrange and attend multiple breakfasts/lunches/meetings monthly (outside of organization meetings).
  • Send thank you cards or gifts to referral sources for their referrals.
  • Represent the firm at special public events and private functions.
  • Prepare a professional biography/resume of yourself to be included with proposals and promotional materials.
  • Offer to speak to community groups or submit articles to local media.
  • Continue to refine and promote your specialization areas.
  • Network with other principals, refer business, and promote each other’s specialties.
  • Provide marketing leadership to HBK staff.
  • Mentor staff in building client relationships/selling services.
  • Invite staff to networking events, client, and referral breakfasts/lunches.
  • Prospect and bring in new business leads frequently and keep the firm informed of your activities.
  • Maintain/enlarge your referral source network.
  • Arrange/attend several contact lunches/meetings per month (not including outside organization meetings).

 

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