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Accountant II - Tax Compliance-logo
Accountant II - Tax Compliance
Brotherhood Mutual CareersFort Wayne, Indiana
Job Title: Accountant II - Tax/Compliance FLSA Status: Exempt Job Family: Finance Reporting Department: Finance Reporting Location: Corporate Office (Fort Wayne, IN) JOB SUMMARY Responsible for analyzing, interpreting, and making decisions on a wide variety of complex federal tax and financial compliance data. Provide timely and accurate financial and tax information to management, tax authorities, regulatory agencies and auditors. POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Prepare and review tax workpapers for insurance entities, C corporations and partnerships. Prepare statutory financial statement tax provisions annually and quarterly. Understand and interpret ASC 740 and SSAP 101 and apply to a given fact pattern. Prepare and/or coordinate state premium tax returns, municipal tax returns, sales and use tax filings, personal property tax returns and insurance surcharges. Research federal and state tax matters. Make recommendations based on analysis. Identify and execute efficiency and technology improvements to enhance existing tax processes. Assist in designing training materials. Respond to federal, state and local tax notices and other jurisdictional correspondence. Calculate tax estimates and accruals. Prepare or review tax journal entries. Complete other projects as assigned. KNOWLEDGE, SKILLS, AND ABILITIES The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Demonstrate knowledge of ASC 740 and SSAP 101 Demonstrate knowledge of insurance taxation and partnership taxation. Knowledge of policyholder surcharges. Possess data analytics and process improvement skills. Demonstrate knowledge of state corporate tax, premium tax and surcharges. Possess strong judgement and the ability to perform independent analysis. Demonstrate strong detail-oriented and communication skills. Possess strong tax and statutory accounting research abilities. Effectively interface with external contacts, Brotherhood employees, managers and department staff members. EDUCATION AND/OR EXPERIENCE Must have a bachelor’s degree in accounting, finance, or business administration with a minimum of a two-year accounting emphasis. Must have of 2 - 3 years of insurance corporate tax experience or public accounting experience. Certified Public Accountant (CPA) designation is desired Chartered Property and Casualty Underwriter (CPCU) designation and/or Associate in Insurance Accounting and Finance (AIAF) designation is desired. Experience with Premium Pro, Corptax and CCH is desired. Terms and Conditions This description is intended to describe the general content of and requirements for the performance of this position. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Because the company’s niche is the church and related ministries market, and because effective service requires a thorough understanding of this market, persons in this position must be familiar with church operations and must conduct themselves in a manner that will neither alienate nor offend persons within this target niche. Brotherhood Mutual Insurance Company reserves the right to modify, interpret, or apply this position description in any way the company desires. This job description in no way implies that these are the only duties, including essential duties, to be performed by the employee occupying this position. This position description is not an employment contract, implied or otherwise. The employment relationship remains “at-will”.

Posted 2 weeks ago

Consultant - Regulatory Tax Audit-logo
Consultant - Regulatory Tax Audit
VerizonAshburn, Virginia
When you join Verizon You want more out of a career. A place to share your ideas freely — even if they’re daring or different. Where the true you can learn, grow, and thrive. At Verizon, we power and empower how people live, work and play by connecting them to what brings them joy. We do what we love — driving innovation, creativity, and impact in the world. Our V Team is a community of people who anticipate, lead, and believe that listening is where learning begins. In crisis and in celebration, we come together — lifting our communities and building trust in how we show up, everywhere & always. Want in? Join the #VTeamLife. What you’ll be doing... This position is responsible for handling Regulatory Audit functions for the Wireline Business. This position will require coordination of audits with State and Local jurisdictional auditors as well as third party auditors; preparation and/or review of audit responses, work papers supporting regulatory filings; research and interpretation of statutes and laws; analysis of accounting entries; involvement with process improvements such as automation, and other special projects. Responsibilities: Prepare Regulatory State and Local audit responses and supporting documentation by obtaining information from Regulatory Compliance, Legal, Tax Technology, and other various groups within Verizon. Conduct Regulatory audit reviews with State and Local jurisdictions and successfully complete audits on a timely basis. Ability to interpret State and Local Ordinances and/or Agreements to determine the applicability of Vz products and services. Coordinate with Vz Legal and State Regulatory groups to review audit responses and audit findings. Resolve audit findings by researching ordinance and/or analyzing revenue at a very detailed level. Assist with maintaining detailed and accurate audit logs for Executive Management review on a regular basis. Understand financial statements, journal entries, and compliance processes. Assist with reconciling FAS 5 reserves for Regulatory audit liabilities. Work on projects that include implementation of cost savings strategies, process improvements, streamlining existing procedures, and documenting procedures. Able to identify areas in a process that can be automated and assist IT with execution. Handle special projects that involves researching surcharge applicability, analyze revenue and surcharge data and propose appropriate solutions for management review. What we’re looking for... You’ll need to have: Bachelor's degree in Finance or Accounting or four or more years of work experience. Four or more years of relevant experience required, demonstrated through work experience and/or military experience. Understanding of tax law, compliance procedures, accrual methodology, and tax initiatives. Ability to prioritize deliverables with competing timelines. Ability to work equally well both independently and within a team. Advanced computer skills. Even better if you have one or more of the following: CPA or MS in Taxation. Regulatory and Audit experience. Experience with tax research, tax accounting, SOX processes, telecommunication taxes, and tax saving strategies. Prior experience handling audits and replying to State and Local Auditor IDRs. Experience in interfacing with tax legal, tax technology, tax compliance, tax research, and other business groups. Familiarity with the data requirements needed for the preparation and filing of tax returns (ie: knowledge of billing systems, etc.). Knowledge of various tax systems, such as Vertex. Previous exposure to PeopleSoft or SAP (or other major General Ledger Suite Software). Ability to use analytical software, such as but not limited to Alteryx and Qlik. Working knowledge of artificial intelligence (ie: “BOTS”) technical skills. If Verizon and this role sound like a fit for you, we encourage you to apply even if you don’t meet every “even better” qualification listed above. Where you’ll be working In this hybrid role, you'll have a defined work location that includes work from home and a minimum eight assigned office days per month that will be set by your manager. Scheduled Weekly Hours 40 Equal Employment Opportunity Verizon is an equal opportunity employer. We evaluate qualified applicants without regard to veteran status, disability or other legally protected characteristics. Benefits and Compensation Our benefits are designed to help you move forward in your career, and in areas of your life outside of Verizon. From health and wellness benefit options including: medical, dental, vision, short and long term disability, basic life insurance, supplemental life insurance, AD&D insurance, identity theft protection, pet insurance and group home & auto insurance. We also offer a matched 401(k) savings plan, stock incentive programs, up to 8 company paid holidays per year and up to 6 personal days per year, parental leave, adoption assistance and tuition assistance, plus other incentives, we’ve got you covered with our award-winning total rewards package. Depending on the role, employees have the opportunity to receive compensation in the form of premium pay such as overtime, shift differential, holiday pay, allowances, etc. Newly hired employees receive up to 15 days of vacation per year, which grows with additional service. For part-timers, your coverage will vary as you may be eligible for some of these benefits depending on your individual circumstances. The salary will vary depending on your location and confirmed job-related skills and experience. This is an incentive based position with the potential to earn more. For part-time roles, your compensation will be adjusted to reflect your hours. The annual salary range for the location(s) listed on this job requisition based on a full-time schedule is: $80,500.00 - $141,000.00.

Posted 2 weeks ago

Seasonal Tax Preparer-logo
Seasonal Tax Preparer
Isler GroupKlamath Falls, Oregon
DESCRIPTION: Isler Group, LLC is a tax and financial firm with a focus on providing high-quality services. We are looking for a professional, self-motivated, and experienced tax preparer to join our team during tax season. Ideally this individual should have worked in a tax practice for the last 1-3 years. This is a full-time seasonal position. QUALIFICATIONS : Prior individual and business tax preparation experience. Knowledge of tax laws, tax concepts and familiarity with tax forms and schedules In-depth knowledge of applicable tax laws, regulations and deadlines Proficiency with common tax preparation, word processing and spreadsheet software applications Great organizational skills, including time management and strategic thinking Strong written and verbal communication skills and keen attention to detail

Posted 1 day ago

Tax Director - Private Companies-logo
Tax Director - Private Companies
PwCMilwaukee, WI
Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Director Job Description & Summary A career 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 design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. You'll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies." 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 Director, 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: Support team to disrupt, improve and evolve ways of working when necessary. Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations. Identify gaps in the market and spot opportunities to create value propositions. Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments. Create an environment where people and technology thrive together to accomplish more than they could apart. I promote and encourage others to value difference when working in diverse teams. Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders. Influence and facilitate the creation of long-term relationships which add value to the firm. Uphold the firm's code of ethics and business conduct. We lead the way as tax advisors dedicated to innovation; providing our clients with the right skills & technology to problem solve & provide sustained outcomes. We adopt a practical & holistic approach to meet the unique needs of private companies & their owners. We thrive in an environment where transactions are complex & require an advanced level of sophistication. We are distinguished by our technical knowledge, specialization, & industry insights which address our clients' needs. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 8 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 thought leader-level knowledge and/or a proven record of success directing efforts in assisting companies to understand and assess the tax impact of company business, operations and transactions in multiple jurisdictions, preferably for a global network of professional services firms, law firm or corporate tax department of a multinational company, including in the following areas: Apply deep understanding of tax compliance and consulting for a variety of entities, including corporations, partnerships, pass-through entities, and Subchapter S corporations; Demonstrate technical prowess with ASC740; Identify and address client needs and develop and sustain client relationships; Use networking, negotiation, and persuasion skills to identify and sell potential new service opportunities; Prepare and present complex written and verbal materials; Define resource requirements, project workflow, budgets, billing, and collection; Lead teams to generate a vision, establish direction, and motivate members; and, Create an atmosphere of trust, leverage diverse views, coach staff, and encourage improvement and innovation. 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: $140,900 - $434,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 2 days ago

Tax Director - Private Companies-logo
Tax Director - Private Companies
PwCIrvine, CA
Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Director Job Description & Summary A career 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 design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. You'll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies." 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 Director, 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: Support team to disrupt, improve and evolve ways of working when necessary. Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations. Identify gaps in the market and spot opportunities to create value propositions. Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments. Create an environment where people and technology thrive together to accomplish more than they could apart. I promote and encourage others to value difference when working in diverse teams. Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders. Influence and facilitate the creation of long-term relationships which add value to the firm. Uphold the firm's code of ethics and business conduct. We lead the way as tax advisors dedicated to innovation; providing our clients with the right skills & technology to problem solve & provide sustained outcomes. We adopt a practical & holistic approach to meet the unique needs of private companies & their owners. We thrive in an environment where transactions are complex & require an advanced level of sophistication. We are distinguished by our technical knowledge, specialization, & industry insights which address our clients' needs. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 8 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 thought leader-level knowledge and/or a proven record of success directing efforts in assisting companies to understand and assess the tax impact of company business, operations and transactions in multiple jurisdictions, preferably for a global network of professional services firms, law firm or corporate tax department of a multinational company, including in the following areas: Apply deep understanding of tax compliance and consulting for a variety of entities, including corporations, partnerships, pass-through entities, and Subchapter S corporations; Demonstrate technical prowess with ASC740; Identify and address client needs and develop and sustain client relationships; Use networking, negotiation, and persuasion skills to identify and sell potential new service opportunities; Prepare and present complex written and verbal materials; Define resource requirements, project workflow, budgets, billing, and collection; Lead teams to generate a vision, establish direction, and motivate members; and, Create an atmosphere of trust, leverage diverse views, coach staff, and encourage improvement and innovation. 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: $140,900 - $434,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 2 days ago

Tax Partner - Mergers & Acquisitions (Private Equity)-logo
Tax Partner - Mergers & Acquisitions (Private Equity)
EisneramperRaleigh, NC
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. We are seeking a highly skilled and experienced Tax Partner to join our growing Private Equity team. In this leadership role, you will provide strategic tax advisory services to private equity firms and their portfolio companies, focusing on mergers, acquisitions, restructurings, and other complex transactions. The ideal candidate will have deep expertise in tax structuring, due diligence, and compliance, coupled with the ability to manage relationships with high-profile clients. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What work you'll be responsible for: Tax Structuring: Develop and implement tax-efficient strategies for M&A transactions, including acquisition structures, divestitures, and reorganizations. Due Diligence: Lead tax due diligence efforts for private equity transactions, identifying potential risks and opportunities. Transaction Advisory: Collaborate with cross-functional teams (legal, financial, and operational) to ensure seamless execution of deals while mitigating tax risks. Portfolio Management: Provide ongoing tax advisory services to portfolio companies, including compliance, restructuring, and exit planning. Tax Technical Expertise: Stay updated on U.S. and international tax laws, regulations, and trends affecting private equity and M&A transactions. Client Relationships: Cultivate and maintain strong relationships with private equity clients, serving as their trusted tax advisor. Team Leadership: Manage and mentor a team of tax professionals, fostering a culture of excellence and collaboration. Process Improvement: Identify and implement process enhancements to improve efficiency and effectiveness in tax advisory and compliance functions. Basic Qualifications: Bachelor's degree in Accounting, Finance, or related field; CPA or equivalent certification required. 12 + years of tax experience, with a significant focus on M&A and private equity transactions. In-depth knowledge of U.S. federal and state tax laws, international tax concepts, and partnership taxation. Proven track record of leading tax due diligence and structuring for complex transactions. Strong analytical, problem-solving, and project management skills. Excellent interpersonal and communication skills, with the ability to present complex tax concepts to non-tax professionals. Leadership experience with the ability to inspire and develop high-performing teams. Preferred Qualifications: Advanced degree (e.g., JD, LLM, MBA, or MST) preferred. 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. About Our Tax Team: As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way. A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation, and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs. Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com. For Minnesota and Illinois, the expected salary range for this position is between $170,000 and $300,000. 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. #LI-Hybrid Preferred Location: New York

Posted 30+ days ago

Sales And Use Tax Senior Manager-logo
Sales And Use Tax Senior Manager
WeaverAustin, TX
The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions. While our business is based in numbers, our success is truly based on people. It's why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver's core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm. Learn more about our services, industry experience and culture at weaver.com. Position Profile Weaver seeks a State and Local Tax (SALT) Senior Manager to help lead the Sales & Use (Indirect) Tax division of our SALT practice. The Sales and Use Tax Senior Manager will work on multiple complex tax engagements and will lead the delivery of innovative sales and use tax planning ideas for our diverse clients. The Senior Manager will be knowledgeable of tax law changes in the various states and provide written communications on key issues and changes to the firm and our clients. Weaver's Sales and Use Tax Senior Managers are tasked with developing our Associates, Senior Associates and Managers in tax technical and client facing skillsets. To be successful in this role, the following qualifications are required: Bachelor's degree in Accounting or related field CPA,CMI or JD 7 + years of state and local tax experience in a public accounting firm with a focus on indirect (sales & use) tax compliance and consulting Proven ability to manage, mentor and develop staff and managers Additionally, the following qualifications are preferred: Master's degree in Accounting or related field Strong relationship management and practice development skills Ability to attract and service new clients and expand services to existing clients Compensation and Benefits: At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. A reasonable estimate of the compensation range for this position is $141,000 to $290,000 in the California and New York Metropolitan areas. Actual compensation will be based on a variety of factors including but not limited to experience, skills, certifications, and geographical location. In addition to compensation packages, Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - Weaver benefits. We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm. WeaverLEAD We are committed to investing in the strength of our team. That is why we have created an internal leadership coaching program to train leaders to support other leaders at every level of the organization. The goal of WeaverLEAD is to inspire the growth and development of our leaders by: Leaning into the experience of exploring new ideas for each individual's growth as a leader. Engaging the coaching mindset at work with new ways of thinking about challenges and opportunities. Adapting to the transformation that takes place as a result of participating in the program. Developing yourself and others with coaching competencies to create a firm-wide culture of coaching. People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer. What's next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you! Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.

Posted 30+ days ago

State And Local Tax Financial Services Senior Associate-logo
State And Local Tax Financial Services Senior Associate
PwCIrvine, CA
Industry/Sector Not Applicable Specialism State & Local Tax (SALT) Management Level Senior Associate Job Description & Summary A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules. Our team helps our Financial Services clients transform risk and compliance related to state and local taxes into a business advantage by aligning their state tax plan with the business strategy. You'll focus on issues related to abandoned and unclaimed property, income and franchise tax, payroll and employment tax, credits and incentives, and indirect tax. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. The Opportunity As part of the State and Local Tax Financial Services team you are expected to lead the way as technology-enabled tax advisors who provide significance through digitization, automation, and increased efficiencies. As a Senior Associate you are to analyze complex problems, mentor others, and maintain rigorous standards. You are to focus on building client relationships and developing a deeper understanding of the business context, learning how to manage and inspire others while navigating increasingly complex situations. Responsibilities Lead and contribute to the strategic vision of the State and Local Tax Financial Services team Develop solutions and solve intricate tax issues using analytical judgment Identify opportunities to enhance efficiencies through digitization and automation Set expectations and create conditions for exceptional work delivery Model agile and inclusive leadership in various environments Foster an environment of openness and transparency Uphold the firm's code of ethics and business conduct Mentor and guide junior team members to develop their skills What You Must Have Bachelor's Degree 2 years of experience What Sets You Apart Master's Degree in Accounting, Taxation preferred Experience in partnership tax compliance and public accounting practices Knowledge of tax forms, including K-1s, FAS 109, FIN 48 Experience identifying and addressing client needs Building substantial relationships with clients Communicating with clients in an organized and knowledgeable manner Demonstrating flexibility in prioritizing and completing tasks Providing guidance and feedback to less-experienced staff CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA or Active Member of the Bar. 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: $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 6 days ago

Manager, International Tax-logo
Manager, International Tax
InvenergyChicago, IL
Invenergy drives innovation in energy. Powered by decades of entrepreneurial experience and unparalleled execution, we solve the energy challenges facing our customers and communities. We provide power generation and storage solutions at scale around the world to create a cleaner energy future. We develop. We build. We own. We operate. We are Invenergy. This position will be open for application for at least 3 calendar days from the posting date. This position will remain open for application based on business need, which may be before or after the 3-day posting window. Job Description Position Overview As a Manager, International Tax, you will work with our expanding tax team and play a key role in achieving Company and investor tax objectives. Join a dynamic, growing company and experience a broad range of challenging tax and compliance issues in the renewable energy industry. The international tax manager will oversee all international tax compliance and accounting for income taxes. Additionally, you will manage a cross-functional team of tax professionals and external service providers to meet ongoing business tax requirements and obligations. This position is based in our downtown Chicago office and reports to a Director of Tax. Responsibilities Manage Canadian income tax compliance process, including reviewing 40+ Canadian income tax returns prepared by external service providers and preparing the Canadian income tax provision under ASC 740 for U.S. financial reporting Responsible for all Canadian GST/HST compliance matters, including preparing monthly tax returns, reconciling monthly accruals, and handling audits and notices Oversee U.S. international tax compliance, including reviewing foreign entities' U.S. tax returns (Form 5471, 8865, and 8858) prepared by external service providers Oversee the 1042 reporting process, including the review of Form 1042 and Form 1042-S Manage the collection, review, and validation of W-8 and CRS forms Review foreign tax credit calculations and Form 1118 Prepare tax basis balance sheet for all foreign subsidiaries and Section 987 equity pools for QBUs Support the transfer pricing analysis for U.S. and certain foreign jurisdictions Review Schedule K-2 and K-3 for complex partnership tax returns Manage all aspects of international income tax provision (ASC 740), including reviewing foreign tax provision calculations prepared by Invenergy's local offices and ensuring accuracy of tax entries under U.S. GAAP reporting Support Company's international offices for their in-country tax compliance Ensure timely filing of U.S. residency certificates applications Ensure timely filing of Form 8832, Entity Classification Election, and track IRS approvals Assist with process and technology improvement initiatives Manage business processes and projects, set priorities and measurable objectives, and monitor and report on progress and results Manage outside service providers Enhance the organization's capabilities through effective team building, staffing, and development of others Manage and mentor junior staff to achieve business results Required Qualifications Bachelor's degree in accounting, or related field; master's degree in taxation or CPA 5+ years of progressive tax experience in a multinational company or professional firm Proficiency with software and system applications (OneSource, Oracle, Excel, MS Word, etc.), and ability and desire to learn internal applications Eligible to work in the United States without the need for employer visa sponsorship now or in the future Preferred Qualifications Prior experience in the energy, power, real estate, or infrastructure space is a plus Experience working both in-house and at an external service provider Proficiency in French is desirable Experience supporting businesses in Quebec is desirable Base Pay 120,000.00 - 167,000.00 USD Annual Bonus: 25% - 40% The base pay range reflects the minimum and maximum target salary for the position. Invenergy considers a number of factors when determining base pay offers such as the scope and responsibilities of the position and the candidate's experience, education and skills. In addition to base pay, the total annual compensation package may also include eligibility to participate in our bonus program(s) which are designed to reward individual and company performance. Your recruiter can share more about bonus eligibility for this position during the hiring process. Invenergy offers a variety of other benefits including medical, dental and vision insurance, 401k, paid time off, etc. Invenergy LLC is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.

Posted 30+ days ago

Tax Senior Manager - Personal Financial Services-logo
Tax Senior Manager - Personal Financial Services
PwCIrvine, CA
Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Senior 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 Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. 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: 6 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 intimate-level abilities and/or a proven record of success as a team leader and consulting with high net worth individuals on some of the following areas: Financial planning; Wealth transfer planning; and, Business succession planning or trust and estate work. Demonstrates intimate-level abilities and/or a proven record of success as a team leader: Financial planning; Wealth transfer planning; and, Business succession planning or trust and estate work. Possessing comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance; Possessing considerable experience identifying and addressing client needs; Leading as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset; and, Possessing preferred familiarity with a CRM system. Demonstrates intimate-level knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas: Financial planning; Wealth transfer planning; and, Business succession planning or trust and estate work. Possessing comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance; Possessing considerable experience identifying and addressing client needs; Leading as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset; and, Possessing preferred familiarity with a CRM system. Innovating through new and existing technologies, along with experimenting with digitization solutions; Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; Utilizing digitization tools to reduce hours and optimize engagements; and, Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements. Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $119,300 - $328,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 2 days ago

Tax Manager/Senior Manager-logo
Tax Manager/Senior Manager
Lane Gorman TrubittDallas, TX
Founded in 1950, Lane Gorman Trubitt, LLC is a middle-market, regional public accounting firm located in the Uptown neighborhood of Dallas, TX. We are affiliated with PrimeGlobal, an association of independent accounting firms. Currently, LGT has around 140 employees working in various service lines including assurance/audit, tax, accounting and consulting services. Responsible for the efficient, accurate, and timely production of all clients' tax returns. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. Makes decisions on all but the most unusual tax situations, and typically has a minimum of 6-10 years of public accounting experience in a tax department. Essential Functions Review tax returns prepared by staff, recognize various tax issues and proactively address issues conducting appropriate research to resolve them. Responsible for smooth flow of tax return preparation process to assure accurate, complete and timely tax returns. Provide review notes on engagements for staff. Responsible for larger tax returns and delegating to the various preparers as necessary. Supervise phases of engagements including planning, setting budgets and directing staff and monitoring their actual performance against budget. Prepare personal tax projections with software. Prepare complex individual, trust, corporate, partnership, and S-Corp income tax returns and state income tax returns. Correspond with taxing authorities to resolve client problems and draft response letters for Partner review. Maintain knowledge of general economic and political trends of possible tax legislation that could affect the business climate. Maintain technical competence. Assist with monthly client billings, prepare other reports and projects as assigned. Work to develop staff by assisting in recruiting, performance evaluations, career development, developing training, and acting as an instructor in professional development programs. Participate in firm's practice development efforts including expanding services to clients; develop professional relationships with clients/prospective clients. Education, Experience & Skills Bachelor’s or Master’s Degree in Accounting or comparable 6-10 years public accounting experience. Current and valid Certified Public Accountant license is required; must be in good standing with the state board and AICPA. Strong knowledge of Internal Revenue Code and regulations, various tax forms and their interrelationships, return filing requirements and due dates and ability to use research software. Ability to effectively communicate orally and in writing with clients, taxing authorities, partners and peers; ability to interface with perspective clients and to identify and pursue marketing/networking opportunities. Experience with tax software such as CCH Pro Systems/Axcess, RIA Checkpoint and Microsoft Excel etc. a plus. Working Conditions Compensation range: 115,000-160,000 Overtime work required throughout the year based on various tax filing deadlines. Heavy overtime work required from mid-January to April 15; may be in excess of 50 hours per week. Occasional in-town travel to client’s office, meetings and seminars using a personal vehicle. Full-time compensation based on 2300 total hours annually, inclusive of PTO/holidays/training etc. Must be able to come into the office in-person 2-3 days per week; or more often for training purposes. If you’re looking for a position to jump-start your career in an influential and established firm where you can gain experience with multiple clients and industries, this is the place for you. LGT offers educational, professional, and social opportunities to help each of our staff grow personally and professionally. Our family atmosphere sets us apart from larger firms and gives us the opportunity to help you develop your career!

Posted 30+ days ago

Tax Senior Manager - Personal Financial Services-logo
Tax Senior Manager - Personal Financial Services
PwCMinneapolis, MN
Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Senior 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 Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. 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: 6 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 intimate-level abilities and/or a proven record of success as a team leader and consulting with high net worth individuals on some of the following areas: Financial planning; Wealth transfer planning; and, Business succession planning or trust and estate work. Demonstrates intimate-level abilities and/or a proven record of success as a team leader: Financial planning; Wealth transfer planning; and, Business succession planning or trust and estate work. Possessing comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance; Possessing considerable experience identifying and addressing client needs; Leading as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset; and, Possessing preferred familiarity with a CRM system. Demonstrates intimate-level knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas: Financial planning; Wealth transfer planning; and, Business succession planning or trust and estate work. Possessing comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance; Possessing considerable experience identifying and addressing client needs; Leading as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset; and, Possessing preferred familiarity with a CRM system. Innovating through new and existing technologies, along with experimenting with digitization solutions; Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; Utilizing digitization tools to reduce hours and optimize engagements; and, Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements. Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $119,300 - $328,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 2 days ago

Tax Manager - Personal Financial Services-logo
Tax Manager - Personal Financial Services
PwCDetroit, MI
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 2 days ago

Manager of Tax Services-logo
Manager of Tax Services
Berkowitz Pollack BrantMiami, Florida
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, and New York City. With more than 400 accountants, tax specialists, and consultants, we are one of the largest accounting firms in South Florida and one of the top 100 firms in the United States. We are an Equal Opportunity Employer, committed to providing career opportunities to firm members of all races, genders, sexual orientations, and beliefs. Job Description: We are seeking a highly motivated Tax Manager with Real Estate and Partnership Tax expertise to join our growing team. This individual will serve as a key leader in our real estate-focused tax practice, providing high-level compliance and consulting services to clients with complex real estate holdings and partnership structures. In this role, you will advise clients on the tax implications of their business objectives, including a wide range of partnership-specific issues. You will apply your technical knowledge and leadership experience to identify planning opportunities, oversee engagements, and develop future leaders within the group. Key Responsibilities: Manage the preparation and review of federal, state, and local tax returns for real estate partnerships, S corporations, and high-net-worth individuals. Advise clients on complex partnership taxation matters, including but not limited to: Section 704(b) allocations and capital account maintenance Taxable income allocations and waterfall modeling Liability analysis and allocations under Sections 752 and 465 Section 734(b) and 743(b) basis adjustment calculations Tax Receivable Agreement (TRA) computations Lead the preparation and review of partnership-specific tax computations and consult on related issues. Provide tax planning and consulting for real estate transactions including acquisitions, Review and analyze partnership and LLC operating agreements to ensure accurate tax treatment and reporting. Maintain active client relationships by managing engagements, ensuring timely deliverables, and providing exceptional client service. Mentor, coach, and lead a team of tax professionals across all levels; support career development and training. Contribute to the growth and leadership of the real estate and partnership tax group, including participation in process improvement and team-building initiatives. Participate in business development, networking, and client proposal efforts to support practice growth. Qualifications: Minimum of 5 years of progressive tax experience in public accounting or a related industry, with a strong emphasis on real estate and partnership taxation. Deep technical knowledge of Subchapter K, including partnership allocations, basis adjustments, and liability analysis. Experience preparing and reviewing complex federal and multi-state tax returns for partnerships Demonstrated leadership ability and experience managing multiple engagements and teams. Strong project management, analytical, and communication skills. Bachelor’s degree in Accounting, Finance, or a related field required. CPA license preferred; MST, JD, or LLM a plus. Strong academic performance; GPA of 3.5 or higher preferred. What We Offer: A competitive and equitable compensation and benefits package. Opportunities for leadership, professional development, and long-term career growth. A collaborative, innovative, and inclusive work environment. The chance to work with a dynamic team on high-impact real estate and partnership tax matters. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

Posted 3 weeks ago

Sales & Use Tax Senior Specialist-logo
Sales & Use Tax Senior Specialist
Primoris UsaLewisville, Texas
Job Overview: The Senior Specialist – Sales & Use Tax position offers a significant opportunity for impact as we formalize our tax policies and procedures. Reporting to the Indirect Tax Director, the SSIT will provide end-to-end tax insight and support to construction project pursuits, operations and post-construction activities. The ideal candidate will possess a strong understanding of basic sales and use tax regulations, as it relates to the construction industry, excellent analytical skills, and a proactive approach to problem-solving. As Primoris expands, the sales and use tax function is also evolving, which presents a unique opportunity for someone passionate about shaping and refining tax processes. We are redefining our sales and use tax policies and procedures and are seeking a proactive and skilled sales and use tax professional to contribute to this pivotal development phase. Join us to play a key role in building a robust framework that will support our continued growth and success. Key Responsibilities/Accountabilities: Research and Analysis: Conduct research and analysis as requested by Primoris employees to ensure purchase or sales transactions are appropriately handled as it relates to sales and use tax. Work closely with procurement to prepare certificates for vendors. Collaboration: Work closely with other departments, including but not limited to, accounting, finance, billing, and procurement to gather necessary information to support Primoris subsidiaries as it relates to sales and use tax matters. Audit/Notice Support: Assist with tax audits, as needed, by gathering required documentation, responding to inquiries and addressing any identified issues. Work with third parties on audits that may be outsourced. Work closely with jurisdictions to timely address notices. Compliance Management: Ensure accurate and timely filing of sales and use tax returns in all relevant jurisdictions. Compliance data is prepared in-house, and this role will require collaboration with our third-party provider for the preparation and filing of monthly, quarterly and annual sales and use tax returns. Internal Controls: Work with internal resources towards developing and implementing internal controls and procedures related to sales and use tax to minimize company risk. Assist with internal audits of projects to confirm tax was appropriately addressed. Process Improvement: Work with tax leadership to identify opportunities to streamline processes and improve efficiencies within the sales and use tax function. Participate in the strategic development of procurement and billing procedures. Basic Qualifications: Bachelor’s degree required. Minimum of 2 years of experience in sales and use tax with experience specifically related to the construction industry—gained through direct employment with a construction company, a company with significant construction activity, or through work in government, public accounting, or consulting with construction clients or clients undertaking major construction projects. Experience with Texas sales and use tax is required. Additionally, experience in jurisdictions outside of Texas is strongly preferred. Strong knowledge of basic sales and use tax laws and regulations. Self-disciplined, motivated, able to work with limited direct supervision, self-sufficient problem solver. Effective communication and interpersonal skills. Strong attention to detail and accuracy. An unwavering dedication to continual process improvement. Proficiency in Microsoft Office Suite (Excel, Word, Outlook) Experience with tax research tools (i.e. CCH, Checkpoint, TTR, BNA etc.) and Alteryx are advantageous. Willingness to travel as needed. Company Overview: Primoris Services Corporation is a premier specialty contractor providing critical infrastructure services to the utility, energy, and renewables markets throughout the United States and Canada. Built on a foundation of trust, we deliver a range of engineering, construction, and maintenance services that power, connect, and enhance society. On projects spanning utility-scale solar, renewables, power delivery, communications, and transportation infrastructure, we offer unmatched value to our clients, a safe and entrepreneurial culture to our employees, and innovation and excellence to our communities. To learn more, visit www.prim.com and follow us on social media at @PrimorisServicesCorporation. Benefits: 401k w/employer match Health/Dental/Vision insurance plans Paid time off 10 paid holidays Stock purchase plan EEO Statement: We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Agency Statement: We are not accepting resumes from Third Party Recruiting Firms for this position. If you are an Agency or Search firm representative, contact the Primoris Talent Acquisition Manager directly for consideration. Primoris or its subsidiaries will not be responsible for any fees arising from the use of resumes and online response forms through this source. In addition, Primoris or its subsidiaries will not be responsible for any fees on unsolicited resumes that are submitted to any member of the Staffing or Operations team. Primoris has established an approved vendor program for this service and will only consider accepting submissions from those approved firms. For consideration in becoming an approved vendor, contact HR. #PSCLI #LI-RM1

Posted 2 weeks ago

Tax Specialist-logo
Tax Specialist
Alston & BirdAtlanta, Georgia
THE FIRM As a leading international law firm, we are dedicated to excellence through impactful communication, collaboration, and community involvement. Our company culture has earned us one of the "100 Best Companies to Work For" for 26 consecutive years. This honor, along with many others, highlights our commitment to innovation and professional development. At Alston & Bird LLP, our foundation is made of trust, reliability, and compassion. JOB DESCRIPTION Join the dynamic team at Alston & Bird’s Atlanta office as a Tax Specialist! Under the guidance of our experienced Director of Accounting & Tax and tax managers, you will take on diverse and engaging responsibilities such as: Engaging in innovative international tax planning and compliance for our firm’s global operations Preparing and reviewing intricate federal, state, and international income tax calculations Handling property, use, gross receipts, and other tax calculations and returns with precision while preparing monthly and quarterly VAT compliance forms and schedules If you are a detail-oriented tax professional looking for a challenging and rewarding opportunity, apply now to become a vital part of our team! ESSENTIAL DUTIES Assist with monthly / quarterly VAT compliance; Assist with international tax compliance, including expat and inpat (secondment) planning and Pillar 2 compliance; Assist with reviewing Firm federal, international and state tax returns, including partner federal, international, and state K-1 forms; Assist with monthly federal and state tax withholding, as well as year-end bonus and final distribution tax calculations for both domestic and international partners; Assist with preparation of quarterly withholding and tax estimates and remittance of estimated payments; Assist with preparation of the Firm’s annual Tax Residency Certification; Responding to partner (or partner financial or tax advisor) inquiries regarding federal and state Schedule K-1s, tax elections, tax notices, etc.; Assist with the annual partner state tax elections process including answering questions, form update coordination, review and approving workflow; Assist with various other taxes (use tax, property tax returns, 1099s) as needed; Research tax issues or questions as needed. Communicate and document conclusions with Tax team; Backup the Senior Tax Specialist or Tax Manager duties, as needed. SKILLS NEEDED TO BE SUCCESSFUL Exceptional oral and written communication skills; A strong command of the English language; Ability to work independently and meet internal and external deadlines; Ability to work efficiently and accurately when preparing time-sensitive projects; The ability to effectively handle telephone calls / online meetings with established Firm etiquette and professionalism; Work effectively with clients and other team members; Organizational skills for prioritizing workload are required. EDUCATION & EXPERIENCE Required: 2-4 years of relevant tax and/or accounting experience Bachelor’s degree in accounting Proficiency in Microsoft suite products (Advanced Excel, Outlook and Word) Proficiency in selected Adobe products (Acrobat, Adobe Sign) Preferred: Value Added Tax (VAT) reporting and/or filing experience International tax experience, including knowledge of expat and inpat assignments Federal and state tax reporting and/or filing experience Experience with Workday, Aderant Expert, Chrome River, Bloomberg Fixed Assets EQUAL OPPORTUNITY EMPLOYER Alston & Bird LLP is an Equal Opportunity Employer does not discriminate on the bases of any status protected under federal, state, or local law. Applicants will be considered regardless of their sex, race, age, religion, color, national origin, ancestry, physical disability, mental disability, medical condition (associated with cancer, a history of cancer, or genetic characteristics), HIV/AIDS status, genetic information, marital status, sexual orientation, gender, gender identity, gender expression, military and veteran status, or other protected category under the law on the basis of race, color, religion, sex, age, sexual orientation, gender identity and/or expression, national origin, veteran status or disability in relation to our recruiting, hiring, and promoting practices. The statements contained in this position description are not necessarily all-inclusive, additional duties and responsibilities may be assigned, and requirements may vary from time to time. Professional business references and a background screening will be required for all final applicants selected for a position. If you need assistance or an accommodation due to a disability you may contact garett.bechdolt@alston.com . Alston & Bird is not currently accepting resumes from agencies for this position. If you are a recruiter, search firm, or employment agency, you will not be compensated in any way for your referral of a candidate even if Alston & Bird hires the candidate.

Posted 1 week ago

Bilingual French/English Senior Associate (Audit & Tax)-logo
Bilingual French/English Senior Associate (Audit & Tax)
Rödl & PartnerAtlanta, Georgia
Description Rödl & Partner is seeking a full-time Bilingual French/English Senior Associate (Audit & Tax) to join our international public accounting firm in our US Headquarters in Atlanta, GA. You will work with a select team providing auditing and tax compliance services to predominately European manufacturing and distribution clients. The right candidate will be able to manage projects, multi-task, and communicate effectively both verbally and written in English and French. To succeed in this role, incoming associates must be organized, proactive, and results-driven. What you will do: Lead and supervise audit engagements Develop and execute audit programs by documenting objectives, identifying risks, evaluating controls, and designing test procedures associated with the audit scope Perform technical accounting research on a variety of accounting topics Prepare Federal and state corporate, partnership, and individual tax returns Perform technical tax research on a variety of Federal, state, and international tax topics Collaborate with tax specialists on complex tax issues Assist with the review and completion of tax returns, audit workpapers, and related client correspondence Provide timely and high-quality services and deliverables that exceed client expectations Maintain active communication to manage expectations and ensure client satisfaction Effectively delegate and oversee the work efforts by setting goals, providing resources and removing obstacles Team with partners and senior managers on proposals and business development opportunities Provide timely training, coaching, and performance feedback to staff associates What you need to bring: Native French language skills (both written and communication) are required 2-5+ years of professional experience including experience in public accounting BA/BS degree in Accounting or Masters degree in Accounting/Taxation Excellent research, writing, and communication skills in English Process-oriented with strong analytical and problem-solving skills Solid organizational skills with the ability to multi-task Preferred Qualifications: US CPA license or similar certification preferred or currently working to obtain CPA license Currently local to and working in the US ProSystem fx Engagement experience ProSystem fx Tax experience CCH Axcess experience Benefits: We understand that talented individuals are drawn to companies that offer comprehensive benefits packages. Therefore, we provide a robust Benefits Plan that includes: 401K plan (with 3% salary paid employer contributions) Medical coverage Paid Dental coverage Employee and Dependent life insurance Disability insurance Vision insurance Accidental death & dismemberment insurance Flexible spending accounts Paid Day of Service annually Flexible work arrangements Generous paid time off – 25 days for all full-time employees! Paid holidays Additional paid holiday following 4/15 deadline Paid parking/public transportation reimbursement Mobile phone reimbursement Tuition reimbursement & training Paid time off on days sitting for CPA Exam Monetary bonus for passing the US CPA exam Why Rödl & Partner? We keep our employees current by supplying cutting-edge technology and access to learning opportunities We invest in the growth of our team members through regular feedback sessions We recharge as a team by celebrating deadlines and gathering at organized firm events We applaud the achievement of both career and personal milestones for individual team members on a firm-wide basis What makes the culture at Rödl & Partner USA unique? Unlike firms that may hint at an international work environment, Rödl & Partner USA offers a truly global workplace. Every day, R&P employees are immersed in a diverse intercultural setting where it's common to hear colleagues or clients speaking different languages, sharing cultural traditions from their home countries, or explaining unique perspectives. Whether a team member is from the US or abroad, this inclusive culture supports the global vision established at our worldwide headquarters in Nuremberg, Germany, and drives the Firm’s success in the international marketplace. Stay up-to-date on the happenings at Rödl & Partner USA by following us on LinkedIn: LinkedIn - Rödl & Partner USA Take the first step in ‘ACHIEVING’ together with Rödl & Partner by visiting our Careers Page: Careers | Rödl & Partner Get to Know Rödl & Partner: Our focus on the accounting, assurance, and tax needs of foreign, family-owned midsized ("Mittelstand") businesses operating in the U.S. carries forward from our two founding firms. Rödl & Partner (founded in 1977 in Nuremberg, Germany) and Langford de Kock & Co. (founded in 1976 in Atlanta, GA) and their merger in 2001. As the preferred accounting, auditing, tax, and business consulting professional services firm of German-speaking and other international entities, you will benefit from the extensive experience of our U.S. certified public accountants, as well as our bilingual staff of professionals, many of whom also carry international certifications (StB, WP, Dottori Commercialisti, CA). At Rödl & Partner, our integrated approach to client success revolves around collaboration. We prioritize internal synergy, ensuring seamless integration across departments to guarantee holistic client support. Additionally, our thorough oversight involves equipping managers and seniors with the necessary tools for effective performance and deadline adherence. These principles underscore our commitment to excellence in client service. Rödl Management, Inc. is an Equal Opportunity Employer. #LI-Onsite #LI-CF1

Posted 5 days ago

Tax Intern - Spring 2026-logo
Tax Intern - Spring 2026
Berkowitz Pollack BrantFort Lauderdale, Florida
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Established in 1980, Berkowitz Pollack Brant is a certified public accounting firm with offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, and New York City. With nearly 400 accountants, tax specialists, and consultants, we are one of the largest accounting firms in South Florida and one of the top 100 firms in the United States. We are an Equal Opportunity Employer, committed to providing career opportunities to firm members of all races, genders, sexual orientations, and beliefs. JOB DESCRIPTION Are you a student looking for a chance to gain valuable experience in the tax field? Our Tax Internship program may be just what you're looking for! Our program lasts 15 weeks and is designed to give you real-world experience in the tax industry. RESPONSIBILITIES As an intern for our tax department, you'll have the opportunity to get hands-on training in a variety of areas, including: Preparing tax returns for individuals, partnerships, and corporations Ensuring compliance with state, federal, and international tax jurisdictions Assisting with tax research and preparing responses for management review in support of external tax audits Maintaining strong client relationships and communicating with seniors to manage expectations and ensure satisfaction Attending professional development and training sessions to stay up-to-date on tax changes and issues QUALIFICATIONS A strong academic record, with a minimum 3.0 GPA An Accounting major An interest in tax and a desire to learn Ability to work up to 40 hours (preferred) In addition to on-the-job training, our Tax Internship program also includes an internal “buddy” program, training, and social activities that allow you to become familiar with the Berkowitz Pollack Brant team and our culture. We believe in providing a supportive and engaging environment that encourages professional and personal growth, and we are committed to helping our interns succeed in their future careers. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

Posted 30+ days ago

Tax Supervisor-logo
Tax Supervisor
SingerLewakSan Jose, California
SingerLewak is a Top 100 accounting and consulting firm in the west region. Serving clients since 1959, SingerLewak has developed a reputation for excellence and expertise in the accounting and management consulting industry. Providing the services of a large firm with a blended environment of practices, services and industry specializations, SingerLewak continues to demonstrate renowned industry leadership year-over-year. The firm takes pride in client service and professional and personal advancement, as demonstrated by our SL forward program which promotes a culture of learning and growth through targeted development and leadership programs and SL Cares, together with a continual focus on client service and technological evolvement. Responsibilities Performs technical tax review and approval of tax returns and governmental tax examinations of any complexity. Assumes responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary. Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger clients. Assists in aspects of tax planning as well as preparing the more complex business returns. Assumes client service responsibility for clients the Tax Supervisor Accountant works directly with or clients where the responsibility is delegated from the partner or manager. Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities. Works to develop responsible, trained staff by issuing performance evaluations, developing training aids, and acting as an instructor in professional development programs. Possesses a complete knowledge of the firm's philosophy and its opinions on tax matters. Participates in firm's practice development efforts through involvement with referral sources, community and industry activities. Qualifications At least five (5) years' experience in public accounting, demonstrating a proven progression in tax return complexity, scope, and research. At least two (2) years' experience representing clients before taxing authorities. Minimum of one (1) year experience supervising and directing work of tax preparers. Bachelor's degree in accounting required, master's degree in taxation preferred. Minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills. A current and valid certified public accountant's license is required. $132,000 - $159,000 a year SingerLewak is an affirmative action-equal opportunity employer and complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.

Posted 2 weeks ago

Tax Manager-logo
Tax Manager
Ascend Partner FirmsVancouver, Washington
Who We Are About Ascend At Ascend, we recognize the struggles that accounting & finance professionals face in traditional firms—from rigid hierarchies and overwhelming workloads to the elusive work-life balance. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number but a valued member of a community that champions both your professional and personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and robust resources . We partner with regional, entrepreneurial firms and provide them with the resources and support necessary to thrive in today's dynamic market. This includes access to growth capital, robust talent acquisition, top-tier technology, transformative leadership, shared back-office services, & more. Founded in January 2023, Ascend attained revenues to sufficiently qualify as a Top 100 U.S. accounting firm within six months of operation. Explore Ascend , where your career soars without sacrificing your quality of life. About ODC Opsahl Dawson (ODC) was founded in 1979 in Longview, WA, where we have flourished into the award-winning firm we are today. We specialize in Accounting, Tax Preparation, and Bookkeeping with 175+ people across the United States. With 30+ years of proven service, we’re the go-to CPA firm in SW Washington. You’ll be joining a fun team and a renowned firm that was recognized as one of 2023’s Top 3 Fastest Growing Accounting Firms by Accounting Today. In January 2023, ODC made the strategic decision to join Ascend! With Ascend’s partnership and shared resources, ODC is well positioned for strong innovation and growth in the years to come. The Role We are always looking for strong Tax Managers for our growing team and our growing list of clients! Leveraging your expertise in tax matters & client relations, you’ll manage a national client list, delivering superior service. As their trusted advisor, you’ll tackle complex tax issues, craft strategic solutions, and offer risk management guidance. Your forward-thinking mindset will enhance service delivery, ensuring innovation remains at the forefront. In this role, you’ll collaborate with members across ODC and work as a united team, maintaining a fun work environment! You’ll also have the opportunity to drive our team’s growth through mentorship and coaching, encouraging a culture of continuous improvement and professional development. Key Responsibilities Manage client portfolio, consistently delivering high-quality service. Ensure accuracy and compliance of the preparation, review, and timely filing of all tax forms. Provide tax provision preparation, review, and support service to clients on complex engagements. Enhance efficiency across project initiatives. Contribute to team empowerment & professional development by providing mentorship and supportive guidance. Stay up-to-date with tax regulations, conduct diligent research, and provide consultation on intricate tax matters. Contribute to business development and departmental efficiency enhancements. Required Qualifications CPA or EA Bachelor's degree in accounting, finance, or related field 7+ years of public accounting experience. Experience directly managing and interacting with clients through a variety of channels Strong interpersonal and communication skills Attention to detail Proficiency with tax preparation and accounting software Preferred Qualifications Advanced knowledge of applicable accounting software, QuickBooks, CCH Axcess, Engagement, Thomson Reuters, or UltraTax Substantial knowledge of 1040, 1041, Partnerships, S-Corps, and 1099 Experience in individual clients, high net worth individuals, trust & estates, state tax, and pensions Who We Look For A perceptive team-player who excels in a progressive environment, blending sharp analytical skills with exceptional communication. A detail-oriented performer who embodies critical thinking and high standards. A proactive professional, constantly seeking to deliver outstanding service. Location At Opsahl Dawson, we’ve designed a flexible work structure that enables both teamwork and independence, enhancing our employees’ work experience while promoting personal well-being. This role can be fully remote or sit out of our Vancouver, WA office. There is no travel required. What We Offer Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth: Competitive PTO Medical, Dental, Vision, & Voluntary Insurance Options 401(k) Matching Discretionary Bonus 12 Paid Holidays Flexible Scheduling Options Innovative Workplan System $500 annual Vacation Incentive Commitment to Professional Development Equity Program Eligibility at Sr. Manager Level + top performing Managers How to Apply Submit your information in the application section directly below! This will include: Basic contact information Resume/CV and optional cover letter upload Work eligibility, credentials, and compensation Voluntary demographic & self-ID questions The annual base salary range for this role is $100,000-$130,000. This range includes the anticipated low and high end of the salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level. At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Posted 1 week ago

Brotherhood Mutual Careers logo
Accountant II - Tax Compliance
Brotherhood Mutual CareersFort Wayne, Indiana
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Job Description

Job Title: Accountant II - Tax/Compliance

FLSA Status: Exempt

Job Family: Finance Reporting

Department: Finance Reporting

Location: Corporate Office (Fort Wayne, IN)

 

JOB SUMMARY
Responsible for analyzing, interpreting, and making decisions on a wide variety of complex federal tax and financial compliance data. Provide timely and accurate financial and tax information to management, tax authorities, regulatory agencies and auditors.

 

POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Prepare and review tax workpapers for insurance entities, C corporations and partnerships.
  • Prepare statutory financial statement tax provisions annually and quarterly.
  • Understand and interpret ASC 740 and SSAP 101 and apply to a given fact pattern.
  • Prepare and/or coordinate state premium tax returns, municipal tax returns, sales and use tax filings, personal property tax returns and insurance surcharges.
  • Research federal and state tax matters. Make recommendations based on analysis.
  • Identify and execute efficiency and technology improvements to enhance existing tax processes.
  • Assist in designing training materials.
  • Respond to federal, state and local tax notices and other jurisdictional correspondence.
  • Calculate tax estimates and accruals.
  • Prepare or review tax journal entries.
  • Complete other projects as assigned.

 

KNOWLEDGE, SKILLS, AND ABILITIES
The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Demonstrate knowledge of ASC 740 and SSAP 101
  • Demonstrate knowledge of insurance taxation and partnership taxation.
  • Knowledge of policyholder surcharges.
  • Possess data analytics and process improvement skills.
  • Demonstrate knowledge of state corporate tax, premium tax and surcharges.
  • Possess strong judgement and the ability to perform independent analysis.
  • Demonstrate strong detail-oriented and communication skills.
  • Possess strong tax and statutory accounting research abilities.
  • Effectively interface with external contacts, Brotherhood employees, managers and department staff members.

 

EDUCATION AND/OR EXPERIENCE

  • Must have a bachelor’s degree in accounting, finance, or business administration with a minimum of a two-year accounting emphasis.
  • Must have of 2 - 3 years of insurance corporate tax experience or public accounting experience.
  • Certified Public Accountant (CPA) designation is desired
  • Chartered Property and Casualty Underwriter (CPCU) designation and/or Associate in Insurance Accounting and Finance (AIAF) designation is desired.
  • Experience with Premium Pro, Corptax and CCH is desired.

 

Terms and Conditions

This description is intended to describe the general content of and requirements for the performance of this position. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements.

Because the company’s niche is the church and related ministries market, and because effective service requires a thorough understanding of this market, persons in this position must be familiar with church operations and must conduct themselves in a manner that will neither alienate nor offend persons within this target niche.

Brotherhood Mutual Insurance Company reserves the right to modify, interpret, or apply this position description in any way the company desires. This job description in no way implies that these are the only duties, including essential duties, to be performed by the employee occupying this position. This position description is not an employment contract, implied or otherwise. The employment relationship remains “at-will”.