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Experienced Tax Staff-logo
Experienced Tax Staff
SingerLewakSouth San Francisco, California
SingerLewak is a Top 100 accounting and consulting firm in the west region. Serving clients since 1959, SingerLewak has developed a reputation for excellence and expertise in the accounting and management consulting industry. Providing the services of a large firm with a blended environment of practices, services and industry specializations, SingerLewak continues to demonstrate renowned industry leadership year-over-year. The firm takes pride in client service and professional and personal advancement, as demonstrated by our SL forward program which promotes a culture of learning and growth through targeted development and leadership programs and SL Cares, together with a continual focus on client service and technological evolvement. Responsibilities Records transactions in ledgers, prepares trial balances and simple financial statements using computer software program. Performs schedule computations of accruals, property and equipment, and calculates depreciation expense. Works effectively within given budgetary parameters; assist staff in prioritizing and managing their workload. Prepares income tax returns for corporations, partnerships, and individuals, including federal and state tax returns for multi-state companies and consolidated returns for affiliated groups. Creates financial statements for businesses from analyzing transactions, reconciling bank accounts and making adjustments to journal entries. Conducts tax research to ensure compliance with tax law. Qualifications Bachelor’s degree (or foreign equivalent) in Accounting, Business, Business Management, Economics, Finance or in a closely related field, 2 years of work experience in public accounting or in a closely related occupation. Experience in preparing individual tax returns for clients. Experience filing corporate tax returns for LLC, S-Corporation, C-Corporation, and Non-profits. $69,000 - $74,000 a year This is a nonexempt position. Overtime is paid at time and a half of hourly rate. SingerLewak is an affirmative action-equal opportunity employer and complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.

Posted 2 weeks ago

Tax Associate-logo
Tax Associate
Richey MayEnglewood, Colorado
If you are not sure that you’re 100% qualified, but up for the challenge – we want you to apply. We recognize the value of training our employees and the outcomes they can achieve. Sponsorship for nonimmigrant visas are not offered Who we are: Founded in 1985, Richey May provides assurance, tax, and business advisory services to clients throughout the United States. Our firm has focused on serving clients in the Financial Services industry for over 30 years. Why Richey May: Being part of the Richey May team, you’ll be joining one of the Fastest Growing Public Accounting Firms in the country that has been awarded the Inside Public Accounting Excellence in Firm Culture award! Here you’ll have the professional resources to help advance your career while supporting your life outside of the office! What Our Tax Associates Do: Preparation of individual, trust, partnership, and S & C Corporation Federal and multi-state tax returns Obtain research and writing skills necessary to prepare engagement letters, PBC’s, and responses to tax notices Ability to prioritize and manage multiple assignments of varying sizes and complexity within a given timeframe and budget Career ownership through proactive seeking assignment, research, helping others, seeking feedback, and keeping others informed of available hours Be a Team player by helping where you can, staying engaged with the team through project completion Continually work to increase the quality of work through asking questions and being receptive to review notes and feedback Take ownership of work by following through to completion and communicating statuses with seniors/supervisors often Our Ideal Candidate: Team player - help where you can, stay engaged with the team through project completion Take career ownership through proactively seeking assignment, research, helping others, seeking feedback, and keeping others informed of available hours Eager to learn and receptive to feedback Positive attitude and great communicator Qualifications: Attained Bachelor’s degree from four-year college or university Must be able to communicate and function in an interdisciplinary team Must be able to read, write, speak, and understand the English language Knowledge of Word Processing software; Spreadsheet software and Accounting Software Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents We are proud to offer the following firm-sponsored benefits: employee medical, employer health savings account contribution, life insurance, and long-term disability. Other voluntary benefits include short-term disability, accident, vision, dental, and medical for dependents. We offer a discretionary profit-sharing 401k plan, certification bonuses, education reimbursement, 10 paid holidays, and up to 27 days of PTO per year. Employees are eligible for a performance-based incentive bonus on top of base salary. The salary range for this role is $50,000 to $75,000. Richey May & Co., LLP is an Equal Opportunity Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability, or any other characteristic protected by law. #LI-DNI

Posted 30+ days ago

Senior Manager, Tax-logo
Senior Manager, Tax
West Monroe ExperiencedChicago, IL
Are you ready to make an impact? West Monroe Partners is seeking an experienced Tax Senior Manager with in-depth tax and compliance experience and problem-solving skills to support our rapidly growing organization.  The Tax Senior Manager will be responsible for leading and developing the Company’s tax and compliance function.  This role will report to the Corporate Controller and will have the opportunity to work with other cross-functional team members to deliver decision making support for strategic initiatives and business decisions at West Monroe. The ideal candidate has a minimum of 10+ years of applicable experience.  Additional responsibilities for this position include: Strong understanding of federal, state, and local taxation issues; keep up to date with current tax procedures and legislative developments, both domestically and internationally.   Familiarity with international tax law, including transfer pricing concepts and permanent establishment considerations.  Primary point of contact for third party CPA firm; ensure the timely filing of federal, state, local, and international tax returns, municipal returns and extensions by third party firm, as well as coordination on federal, state and local audits. Ensure registration and compliance with regulations, respond to inquiries and requests by federal, state, and local authorities on all tax matters including payroll and sales tax. In conjunction with our third party CPA firm, lead the income tax provision workstream as part of the annual financial statement audit and work directly with our financial statement auditors to ensure its completeness and accuracy.  Partner with Corporate Development team regarding potential transactions; understand tax implications, responsible for new registrations and licenses. Review financial statements and partner with senior leaders to understand risk, establish tax strategy and best practices. Responsible for completing and monitoring all business registrations. Coordinate with senior management responsible for executive equity compensation and employee retirement plans, provide tax guidance and additional compliance support. Qualifications: Minimum ten years professional experience Bachelor’s or Master’s Degree in Accounting; CPA and/or MST preferred Self-motivated, detailed oriented individual with excellent analytical and problem-solving skills Experience working within a fast-paced, collaborative, and team-based project environment Excellent oral and written communication skills, with ability and comfort level communicating with senior management Ability to adapt to changes in environment and prioritize multiple tasks and responsibilities simultaneously to meet established deadlines Demonstrated computer skills, with advanced proficiency in the use of Microsoft Excel and PowerPoint Based on pay transparency guidelines, the salary range for this role can  vary based on your proximity to one of our West Monroe offices (see  table below). Information on our competitive total rewards package,  including our bonus structure and benefits is  here . Individual salaries are determined by evaluating a variety of factors including geography,  experience, skills, education, and internal equity. Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan,  purchase shares from our employee stock ownership program and be eligible to  receive annual bonuses. Employees will also receive unlimited flexible time off  and ten paid holidays throughout the calendar year. Ten weeks of paid parental  leave will also be available for use after successful completion of one year of  employment. Seattle or Washington, D.C. $179,000 — $198,900 USD Los Angeles $187,600 — $208,300 USD New York City or San Francisco $196,100 — $217,800 USD A location not listed above $170,500 — $189,400 USD West Monroe is a digital services firm that partners with companies in transformative industries to deliver quantifiable financial value. We believe that digital is a mindset and it’s something companies become, not something they do. We bring together diverse, multidisciplinary teams that use their expertise to develop and execute new ideas and ways of working.    At West Monroe, we invest in our people and care in a big way. We are growing the next generation of leaders who lead with inclusion, enabling us to address our clients’ most complex challenges. If you’re looking for a place where you’ll feel supported, our team will help you grow. We believe that growth breeds opportunity for all. And know that when we come together, we can do what's never been done.   Our fast-paced culture and collaborative teams bring the energy and expertise needed to make an impact and deliver beyond expectations. If you are ready to set big goals with us , j oin us on our journey of building what matters for our clients, our people, and our communities.   West Monroe   is an Equal Employment Opportunity Employer   We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visit www.westmonroe.com/inclusion .   If you are based in California, we encourage you to read West Monroe’s Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linked here .  

Posted 30+ days ago

State and Local Tax Manager-logo
State and Local Tax Manager
UHYLong Island, New York
JOB SUMMARY We are looking to add a Tax Manager to help guide and oversee our clients, in addition to support our internal leaders and the on-going growth in our Melville, NY office. As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Manager serves to manage client relationships and act as a liaison between overseeing/mentoring internal staff and working closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients. JOB DESCRIPTION WHAT YOU WILL DO Regular duties include (but are not limited to): Serves as a subject matter expert in SALT. Expertise in reviewing corporate, partnership and individual state returns. Proficient in analyzing corporate and partnership nexus issues and delivering SALT nexus studies to clients. Knowledge in Sales & Use tax, property tax and Unclaimed property is essential. Expert in administering Voluntary Disclosure Act reports. Works effectively, efficiently and closely with the federal tax team. Demonstrates excellence in most advanced technical skills SALT. Continues to develop SALT expertise and stays abreast of industry news; contributes to staff development by sharing SALT and industry knowledge. Recognizes complex technical SALT issues, reaches appropriate conclusions and applies authority to support conclusions. Participates in client related planning, where appropriate. Effectively communicates all technical material to clients, verbally and in writing. Proficient in use of necessary discipline software and applications. Demonstrates excellence in client service and business acumen. Ensures top quality client service and oversees total SALT engagement activity. Recognizes needs and issues pertinent to client activity and follows through to implementation. Maintains designated chargeable hours for the year (determined by Geography & Discipline leaders). Maintains effective realization rates of fees (determined by Geography & Discipline leaders). Assists partners/managing directors in managing effective billing and collections. Appropriately manages risk and ensures quality control procedures are being executed on all SALT engagement activities. Assists partners/managing directors in planning business strategies in SALT. Builds client relationships; maintains smooth working relationship with clients. Is actively involved in product development and product sales that will enhance market opportunities to generate revenue (determined by Discipline and Industry leaders). Proactively identifies opportunities to introduce Firm and serves as an active spokesperson. Represents the firm and area of expertise by making presentations at third party events. Demonstrates excellence in Executive Presence, People Development, Leadership, and Professionalism. Effectively develops, supervises, trains, coaches, and mentor's staff. Effectively manages people with poise and professionalism, especially during peak periods of client engagement and deadlines. Promotes the ideals, values, mission, and vision of the firm. Commands respect as a leader; acts like a role model. Conducts self with the utmost professionalism and demonstrates respect towards others. Respects and embraces diversity; looks to build a One-Firm team spirit amongst staff. Maintains appropriate compliance with all firm wide and local office policies and procedures. Promotes the most efficient operations of the Firm and supports compliance guidelines in managing others. Assists partners/managing directors in managing administrative activity. Develop outside relationships with a goal of generating referral sources. Adhere to firm’s policies and procedures. WHAT WE ARE LOOKING FOR Experience 5+ years in relevant position Public accounting or other professional services environment preferred Education Minimum Bachelor’s degree or other recognized business credential Bachelor’s in Accounting (for Audit or Tax) License / Certification Must be a CPA Must maintain required CPE credits annually May need other industry or specialization certification for specific positions Legal / Compliance Must complete acknowledgement of Independence Guidelines and Ethical Standards document Government engagements require ability to obtain a security clearance from the United States government For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $110,000 to $180,000. WHO WE ARE UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Posted 30+ days ago

Director - Property Tax, Value And Risk Advisory-logo
Director - Property Tax, Value And Risk Advisory
JLLLos Angeles, CA
JLL empowers you to shape a brighter way. Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. The Opportunity - We are currently seeking a Director to join the JLL Property Tax team. Our target candidate will be responsible for engaging in business development to build their book of business to generate revenue for the practice. This includes researching and analyzing market assessment data and sales transactions. The Director assists the team with assessment review and monitoring appeals for clients. The Director is responsible for conducting excellent client service and drive revenue and profit for the practice. The ideal candidate will have analytical and problem-solving skills combined with strong people skills. The candidate will be required to respond to client inquires and requests from tax assessor's and collectors. Additional requirements: Demonstrates full understanding of the property tax cycle for real estate property. Has an understanding of jurisdictional rules and filing requirements. Is capable of collecting and reviewing client-provided data Reviews assessment notices and determines potential appeal opportunities. Has knowledge in assessment review, appeal determination, tax bill administration and the three approaches to value, cost, income and sales. Additionally, understands the equalization method accepted in certain states. Files appeals and monitors the appeal process. Communicates appeal opportunities with clients. Performs additional tasks as assigned. Education and Experience: Bachelor's degree in Finance, Business Development, Business Management preferred, but not required. Candidates with valuation designations preferred (TX). 4+ years property tax related experience. Ambition to perform in a high energy team environment. Demonstrate leadership, problem solving, verbal and written communication skills. Ability to prioritize tasks, work multiple assignments and manage client portfolios. Ability to work both independently and as part of a team. Work: Must be willing to travel to attend hearings. Position requires regular interaction with employees, clients and jurisdictions both in person, email and telephone. Our Property Tax practice is part of JLL Valuation & Advisory Services platform, comprised of experienced, licensed, qualified Property Tax Consultants who use local insights and their years of expertise to deliver accurate, reliable and prompt property tax review. We provide sound advice, no matter the size of a property, complexity of a project, or industry focus. Estimated total compensation for this position: 140,000.00 - 150,000.00 USD per year The total compensation range is an estimate and not guaranteed. An employment offer is based on an applicant's education, experience, skills, abilities, geographic location, internal equity and alignment with market data . Location: Remote -Atlanta, GA, Baltimore, MD, Bethesda, MD, Boston, MA, Denver, CO, Irvine, CA, Los Angeles, CA, Miami, FL, Nashville, TN, Richmond, VA, San Diego, CA, San Francisco, CA, Seattle, WA, St. Paul, MN, Tampa, FL, Washington, DC Job Tags: VAS If this job description resonates with you, we encourage you to apply, even if you don't meet all the requirements. We're interested in getting to know you and what you bring to the table! Personalized benefits that support personal well-being and growth: JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include: 401(k) plan with matching company contributions Comprehensive Medical, Dental & Vision Care Paid parental leave at 100% of salary Paid Time Off and Company Holidays JLL Privacy Notice Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely. For more information about how JLL processes your personal data, please view our Candidate Privacy Statement. For additional details please see our career site pages for each country. For candidates in the United States, please see a full copy of our Equal Employment Opportunity and Affirmative Action policy here. Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may contact us at Accommodation Requests. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL. Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment. Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest. Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate. California Residents only If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal information. If you are viewing this on a mobile device you may want to view the CCPA version on a larger device. Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Accepting applications on an ongoing basis until candidate identified.

Posted 2 weeks ago

Tax Processing Specialists Level II & III-logo
Tax Processing Specialists Level II & III
VertexKing of Prussia, Pennsylvania
Job Description: Job Description This position performs a wide range of sales and use tax (SUT) compliance functions in a team-based, collaborative environment. Understand various business entities (retail, service, manufacturing, leasing, etc.) and the related SUT compliance details involved. Accountable for the accuracy, integrity, and timely filing of the client’s returns and payments. Responsible for building and maintaining client relationships by acting as the dedicated specialist. ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES: Prepare Clients’ sales and use tax returns for the time sensitive SUT compliance cycle. This will include: Communicate frequently with Client contacts via phone and e-mail Review Client tax data for accuracy, investigate questionable data and take corrective action when necessary Properly format and import monthly tax data to Vertex Indirect Tax Returns software Review and reconcile SUT returns using established best practices Confirm Client approvals and process and requested revisions Collaborate with other staff to complete the submissions returns and payments Timely initiate electronic filings and payments Prepare and maintain monthly client tax compliance reports Track and respond to notices from taxing jurisdictions, ensuring proper documentation and timely resolution Prepare and submit sales tax registrations on behalf of clients Reconcile bank activity for assigned clients Exercise significant and independent professional judgment to resolve more complex tax reporting problems Participate in new client implementations and successfully transition clients to other staff members with appropriate training Assist with special projects and new hire training. Lead or participate in projects or other duties to support the business Ability to accommodate additional hours as needed during the monthly peak processing period, which is between the 5th and the 20th of each month Returns volume supported expanding to approximate 600 returns per month within (6) months with moderate to complex client complexity Assist with new client onboarding Assist with new hire training Work independently after (3) months Participates in projects and performs other duties as assigned. SUPERVISORY RESPONSIBILITIES: N/A KNOWLEDGE, SKILLS AND ABILITIES: Specific knowledge of multi-state tax preparing software and preparation of monthly SUT returns Proficient in Microsoft Outlook, Word and Excel Excellent oral and written communication skills and interpersonal skills Must be detailed oriented and have strong organizational skills Must be a self-starter, able to operate under minimum supervision Demonstrate customer focused mentality, and be a team player Must be able to adhere to tight monthly deadlines, with strong time management and organizational skills Strong diplomacy skills are required Ability to develop and apply professional concepts to resolve issues with moderate to significant scope. Exercise independent judgement on new projects or assignments. Possess strong interpersonal skills to build productive internal/external working relationships. EDUCATION AND TRAINING: Bachelor’s degree in accounting, finance or similar required. Six (6) plus years of sales & use tax compliance experience. Or equivalent combination of education and/or experience. Other Qualifications The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners. • Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback. • Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule – better is the enemy of done. Don’t spend hours when minutes are enough. • Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results. • Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes. • Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you’re unsure, ask. Demonstrate unwavering support for decisions. COMMENTS: The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.

Posted 30+ days ago

Senior Tax Associate-logo
Senior Tax Associate
Rödl & PartnerPhiladelphia, Pennsylvania
Description Our growth is your opportunity for growth! We are seeking a detail-oriented and experienced Senior Tax Associate to join our team in Philadelphia. You will provide services to predominantly US-inbound international businesses in the manufacturing and distribution industry. If you are seeking a dynamic workplace backed by supportive team members, competitive benefits, and a unique (global) client base, then we might be the firm for you! What you will do: Prepare and review Federal and state corporate and partnership tax returns Assist with the preparation and review of income tax provisions for corporate taxpayers under ASC 740 Act as a point of contact for clients, answering ad-hoc tax-related inquiries, handling notices, and addressing client requests Manage multiple engagements simultaneously, ensuring timely completion of work while maintaining high standards of accuracy and quality Perform technical tax research on a variety of Federal, state, and international tax topics Stay up to date with changes in tax laws and regulations; performance in-depth tax search, deliver timely and high-quality services that exceed client expectations Provide training, coaching, and performance feedback to staff associates and interns What you need to bring: Minimum 3-5 years of experience in federal and state income tax, including experience in public accounting BA/BS degree in Accounting or Masters degree in Accounting/Taxation Experience in the manufacturing and distribution industry CCH Axcess tax experience 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 Demonstrate responsibility, take ownership of tasks, and collaborate effectively as a team player Preferred Qualifications: Strong corporate tax compliance and tax provision experience CPA license or similar certification ProSystem fx Engagement 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-RZ1 #LI-Onsite

Posted 4 weeks ago

Tax Senior-logo
Tax Senior
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 organizing and analyzing clients’ tax data for the accurate, timely completion of simple to moderately complex individual, corporate, partnership, S-Corp, and trust tax returns. Senior I accountants typically have a minimum of 2 years of public accounting experience in a Tax department. Essential Functions Prepare simple to moderately complex individual, trust, corporate, partnership, and S-Corp income tax returns as well as state income tax returns. Prepare simple to moderately complex amended returns. Prepare extension estimates and tax projections. Prepare response letters to federal and state tax notices. Conduct research regarding tax issues. Review tax information submitted by clients for completeness. Prepare clear and concise information requests, if needed. Able to establish workload priorities and perform assigned tasks in a timely manner with little supervision. Effective time management and communication skills to ensure all deadlines are met and work flow does not get backed up. Education, Experience & Skills Bachelors or Master’s degree in Accounting and/or Taxation. Acquired or currently pursuing 150 hours of college credit/qualifications in accounting in order to sit for the Uniform CPA Examination. Ability to dedicate time to professional reading in order to remain current with tax laws. Ability to maintain a professional presence while at the client’s office and to use discretion in dealing with client matters/keep firm matters confidential. Working Conditions Occasional in-town travel to meetings, seminars and client’s offices using personal vehicle. 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. Full-time compensation based on 2300 total hours annually (inclusive of PTO, holidays, training etc.) 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

Asset & Wealth Management - Renewable Energy Tax Manager-logo
Asset & Wealth Management - Renewable Energy Tax Manager
PwCLas Vegas, NV
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a 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. Additional Responsibilities: Work with many of the world's largest renewable energy companies to develop and implement innovative tax solutions! Join an exciting and rapidly growing industry to help clients solve challenging issues introduced by the Inflation Reduction Act. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies. PwC Tax provides unparalleled technical knowledge and specialization, and industry insights. Custom Orgs: Global LoS: Tax Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 4 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 success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Preferred familiarity with a CRM system. Utilizing experience with complicated partnership structures; Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; and, Possessing a desire to learn more about the renewable energy industry. Demonstrates knowledge of automation & digitization in a professional services environment including but not limited to: 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, Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $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 1 week ago

Tax Reporting Specialist-logo
Tax Reporting Specialist
D.A. DavidsonRichmond, VA
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary/Function: This position will work closely with the Tax Reporting Manager to learn and assist with functions related to generating, and delivering 1099 tax reporting documents to clients of D.A. Davidson & Co. This position is responsible for creating and distributing client facing tax documents required of stock brokerage firms while ensuring that they comply with IRS requirements and industry best practices. This role requires collaboration with internal teams and external vendors to guarantee accurate and timely distribution of client tax forms, while maintaining the highest level of security for sensitive personal and financial data. Qualifications: •Strong organizational skills and attention to detail. •Excellent problem solving and analytical skills. •Highly detail-oriented. •Keen eye for accuracy. •Strong fundamental math skills. •Strong communication skills, both oral and written. •Experience or general knowledge within the securities industry is a plus. •Understanding of general accounting principles is beneficial. •Experience with creating or working with tax documents a plus. •Ability to use appropriate, professional language and grammar to effectively exchange ideas and information. •Ability to work in a team environment and collaborate with other team members. •Excellent customer service skills and the ability to work successfully with a variety of personalities and various management levels. •General understanding of Microsoft operation system. •Ability to work scheduled hours for complete coverage across all times zones in which we do business. Duties: •Create, review, and approve tax documents, including Form 1099, to our clients. •Ensure compliance with IRS regulations and securities industry standards. •Work collaboratively with Operations Managers, Wealth Management, and branch staff to ensure optimum support levels. •Ensure timely and accurate delivery of tax documents to clients through secure digital platforms or mail. •Verify the accuracy of all data included on tax forms. •Ensure compliance with IRS deadlines for tax document distribution. •Collaborate with internal teams to resolve discrepancies or issues with tax document information. •Maintain accurate records of tax document distribution while maintaining the highest level of security for sensitive financial data. •Monitor for changes in IRS requirements and industry regulations related to tax documents. •Perform various other duties as assigned. What we offer: Competitive salary plus excellent benefits and perks including, but not limited to: •Medical, Dental and Vision •Company 401(k)and ESOP contribution •Generous sick, vacation, and maternity/parental leave •Paid holidays •Professional Development Opportunities •Tuition Reimbursement ($15,000 lifetime cap) •Discounted personal insurance including home, auto and recreational vehicles •Charitable gift-matching program •Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. D.A. Davidson has been in business for over 87 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity, and the belief that our Associates are our most important assets. We hope you will consider joining us! At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy .

Posted 30+ days ago

Asset & Wealth Management Tax Manager-logo
Asset & Wealth Management Tax Manager
PwCMelville, NY
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system. Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. Develop skills outside your comfort zone, and encourage others to do the same. Effectively mentor others. Use the review of work as an opportunity to deepen the expertise of team members. Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs. Responsibilities Supervise and develop team members to achieve exceptional deliverables Manage client service accounts and engagement workstreams Independently solve and analyze complex problems Utilize PwC's technical knowledge and industry insights to address client needs Drive digitization, automation, and efficiency improvements Coach teams to enhance their skills and performance Oversee successful planning, budgeting, and execution of projects Foster a culture of continuous improvement and innovation What You Must Have Bachelor's Degree in Accounting 4 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart Thorough knowledge of compliance and consulting for financial partnerships Knowledge of structuring funds to limit tax liability In-depth tax technical skills in partnership tax forms Experience identifying and addressing client needs Building, maintaining, and utilizing networks of client relationships Success as tax technical business advisor Familiarity with CRM systems Knowledge of automation and digitization in professional services Experience with alternative fee arrangements and pricing strategies Travel Requirements Up to 40% 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 1 week ago

Tax Specialist III-logo
Tax Specialist III
First Busey CorporationGlenview, IL
Position Summary The Tax Specialist III is responsible for coordinating various aspects of tax reporting, the preparation of trust, individual and charitable tax returns, interacting with Wealth Advisors on tax related matters, and for the maintenance of the tax preparation systems. This role will act as a mentor and subject matter expert for the levels I and II, reporting to the Tax and Financial Planning Team Lead. Duties & Responsibilities Assist in the Coordination of all aspects of quarterly estimated tax payments and year end taxes due for Fiduciary accounts; this includes review of payments prior to submitting them and communication with Wealth Advisors. Analyze tax information, input data, and review return output. Ensure tax information for accounts with fiscal year end is provided in a timely manner. Responsible for tax preparation of trust and fiduciary returns, including tax information letters sent to trust clients, returns for charitable entities, and individual income tax returns. Responsible for e-filing of various tax returns and the tracking of the filing status. Provide ongoing tax training (procedures, coding, etc.) to Wealth Advisors, Assistants and other associates. Deal directly with federal and state taxing authorities to resolve issues on behalf of clients. Assist in mentoring of Tax Specialist's I and II Work with Advisors and Middle Office to ensure new trusts/estates are set up correctly for tax reporting. Education & Experience Knowledge of: Strong oral and written communication skills Federal and state laws and regulations Sophisticated software systems Excellent time and project management skills Ability to: Learn and efficiently use the tax preparation software used for tax reporting documents and personal tax returns. Assist with coordination of communication and documents between Wealth Advisors, Tax Team, and clients. Prepare complex tax returns and research complex tax issues Analyze and interpret numerical data Perform duties with frequent interruptions and time pressures Maintain mental concentration and visual attention for extended periods of time Analyze and solve problems based on a broad knowledge of many factors and where advanced and technical concepts must be applied Education and Training: Requires Bachelor's degree in Accounting, Finance, or Economics. Requires knowledge of Microsoft Office. Preferred knowledge of Smartsheet. CPA or Enrolled Agent designation required. 3-5 years' exp. in prior tax preparation or accounting required.

Posted 2 weeks ago

Specialized Tax Services - R&D Technical Advisor - Manager-logo
Specialized Tax Services - R&D Technical Advisor - Manager
PwCBoston, MA
Industry/Sector Not Applicable Specialism General Tax Consulting Management Level Manager Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. In specialised tax services at PwC, you will focus on providing tax advice and solutions to clients in complex and niche areas of taxation. This includes areas such as accounting methods, fixed-assets and research and development tax credits. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system. Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. Develop skills outside your comfort zone, and encourage others to do the same. Effectively mentor others. Use the review of work as an opportunity to deepen the expertise of team members. Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As an R&D Technical Advisor in Specialized Tax Services, you'll work with a team of professionals to help our clients with the preparation of their R&D tax credit studies. As a Manager you will supervise and develop teams, manage client service accounts, and drive engagement workstreams while maintaining exceptional deliverables. Responsibilities Lead software and other engineering subject matter specialist meetings and support clients during R&D credit reviews Review and draft technical memorandum documenting how client engineering projects qualify for US R&D tax credits Manage client accounts and promote the delivery of exceptional outcomes Drive engagement workstreams while maintaining project timelines Mentor junior staff and support their professional growth Identify and implement process enhancements to improve service delivery Foster a collaborative environment that encourages innovation Uphold professional standards and compliance with tax regulations Analyze complex data to support client needs and strategic decisions What You Must Have Bachelor's Degree 4 years of experience Proven experience in computer science, IT, or technical management including competencies in software development, hardware development and IT systems Working knowledge of current development technologies including web development, XML, Java, JavaScript, C#, AI tools, database technologies, open source, or mobile apps What Sets You Apart Master's in STEM-related field preferred Certified Public Account (CPA), Member of the Bar or other tax, or technology-related credentials may qualify for this opportunity Prior experience with US R&D tax credits including preparing and supporting engineering or software-based R&D credit studies Skills in analyzing organizations for R&D tax benefits Technical skills with research credit regulations Proficiency in client relationship management Leadership in coaching and providing feedback Automation and digitization proficiency Excelling in written and oral communication Demonstrating intellectual curiosity and creative problem-solving 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 1 week ago

Senior Sales Tax Manager-logo
Senior Sales Tax Manager
Live Nation Entertainment INCHouston, TX
Job Summary: WHO ARE WE? Live Nation Entertainment is the world's leading live entertainment company, comprised of global market leaders: Ticketmaster, Live Nation Concerts, and Live Nation Media & Sponsorship. Ticketmaster is the global leader in event ticketing with over 620 million tickets sold annually and approximately 10,000 clients worldwide. Live Nation Concerts is the largest provider of live entertainment in the world promoting more than 50,000 events annually for nearly 7,000 artists in 40+ countries. These businesses allow Live Nation Media & Sponsorship to create strategic music marketing programs that connect more than 1,200 sponsors with the 145 million fans that attend Live Nation Entertainment events each year. For additional information, visit www.livenationentertainment.com. WHO ARE YOU? Passionate and motivated. Driven, with an entrepreneurial spirit. Resourceful, innovative, forward thinking and committed. At Live Nation Entertainment, our people embrace these qualities, so if this sounds like you then please read on! WHAT THIS PERSON WILL BRING Provide company wide sales tax support for U.S sales/admissions tax audits; including support to LN Concerts, Festivals, Merchandise, PSS Premium Seating, VIP Sales, Sponsorship, and Corporate Divisions Negotiate settlement of tax audits including reduction of penalties when applicable Act as liaison between tax auditors and LN Finance to ensure proper audit procedures are followed and appropriate level of documentation is provided by both tax auditors and LN Finance Take lead on audits with material assessments or complex tax issues impacting LN companies Meet with auditors to ensure fair and appropriate audit procedures are applied by tax authorities to LN companies Research tax laws to prevent over taxation by tax authorities against LN companies Identify tax refund opportunities and assist LN companies to obtain tax refunds Ensure applicable tax refunds are netted against audit assessments to reduce tax and interest assessments Research and Tax Support Provide U.S. sales, use, and admissions tax guidance to all LN companies needing sales tax support Research specific revenue streams in multiple state and local tax jurisdictions for proper tax treatment and implications to companies (Examples - face value admissions, secondary market lift, ticketing fees, VIP packages, platinum lift, parking, concessions, merchandise, distributed commerce programs) Research tax issues related to growing revenue segments Inform LN companies of legislative tax changes potentially impacting LN tax collection responsibilities Act as internal tax consultant for LN companies and divisions to address specific tax issues unique to our industry (Example- All In/Tax Inclusive ticket prices) Distribute government tax liability notices to respective LN companies and provide guidance for resolution Tax Lobbying Efforts Work with LN Government Relations, Regional Presidents, LN executives, and 3rd party lobbyists on efforts to reduce sales/admissions tax impact on LN companies. Training Lead National Sales Tax Calls with LN Finance teams from LN Concerts, Festivals, Merchandise, PSS Premium Seating, VIP Sales, Sponsorship and Corporate Divisions to address existing and upcoming sales and use tax issues Provide guidance to finance teams for correct use tax reporting policies and proper tax treatment of multiple revenue streams. Lead effort to create internal NAC sales tax reporting matrix to identify discrepancies in current tax treatment of revenue and expenses and proper tax treatment in multiple tax jurisdictions Lead effort with external consultants to create specific sales, use, and admissions tax matrices for LN Contract Review- Mergers/Acquisitions Review new venue agreements and draft/modify tax language to for appropriate tax treatment with goal of limiting tax risk to LN companies. Review co-promote and 3rd party agreements for LN Concerts, TC SEO/Special Events, and distributed commerce programs for tax implications. WHAT THIS ROLE WILL DO 10+ years experience with sales and other indirect taxes in professional services firm, large public company, or state comptroller's office Strong interpersonal skills - ability to interact with senior business and finance executives as well as state auditors Effective writing and tax research skills Ability to work independently Strong quantitative and analytical skills Ability to prioritize and manage several projects at the same time Excellent time management skills and ability to meet deadlines Education & Knowledge Desired: Bachelor's degree required in accounting or other related field CPA preferred Proficiency with Microsoft Office and other relevant software BENEFITS & PERKS Our motto is 'Taking Care of Our Own' through 6 pillars of benefits: HEALTH: Medical, vision, dental and mental health benefits for you and your family, with access to a health care concierge, and Flexible or Health Savings Accounts (FSA or HSA) YOURSELF: Free concert tickets, generous paid time off including paid holidays, sick time, and personal days WEALTH: 401(k) program with company match, stock reimbursement program FAMILY: New parent programs including caregiver leave and baby bonuses, plus fertility, adoption, foster, or surrogacy support CAREER: Career and skill development programs with School of Live, tuition reimbursement, and student loan repayment OTHERS: Volunteer time off, crowdfunding match EQUAL EMPLOYMENT OPPORTUNITY We aspire to build teams that reflect and support the fans and artists we serve. Every day we aim to promote environments where everyone can be themselves, contribute fully, and thrive within our company and at our events. As a growing business we will encourage you to develop your professional and personal aspirations, enjoy new experiences, and learn from the talented people you will be working with. Live Nation strongly supports equal employment opportunity for all applicants regardless of age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), family and medical care leave or the denial of family and medical care leave, mental or physical disability (including HIV and AIDS), marital status, domestic partner status, medical condition (including cancer and genetic characteristics), genetic information, military and veteran status, political affiliation, national origin (including language use restrictions), citizenship, race, sex (including pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, and gender expression, sexual orientation, intersectionality, or any other basis protected by applicable federal, state or local law, rule, ordinance or regulation. We will consider qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Ordinance, San Francisco Fair Chance Ordinance and the California Fair Chance Act and consistent with other similar and / or applicable laws in other areas. We also afford equal employment opportunities to qualified individuals with a disability. For this reason, Live Nation will make reasonable accommodations for the known physical or mental limitations of an otherwise qualified individual with a disability who is an applicant consistent with its legal obligations to do so, including reasonable accommodations related to pregnancy in accordance with applicable local, state and / or federal law. As part of its commitment to make reasonable accommodations, Live Nation also wishes to participate in a timely, good faith, interactive process with a disabled applicant to determine effective reasonable accommodations, if any, which can be made in response to a request for accommodations. Applicants are invited to identify reasonable accommodations that can be made to assist them to perform the essential functions of the position they seek. Any applicant who requires an accommodation in order to perform the essential functions of the job should contact a Human Resources Representative to request the opportunity to participate in a timely interactive process. Live Nation will also provide reasonable religious accommodations on a case-by-case basis. HIRING PRACTICES The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Live Nation recruitment policies are designed to place the most highly qualified persons available in a timely and efficient manner. Live Nation may pursue all avenues available, including promotion from within, employee referrals, outside advertising, employment agencies, internet recruiting, job fairs, college recruiting and search firms. #LI-CB1 #LI-HybridHouston,TX

Posted 30+ days ago

Tax Manager - Personal Financial Services-logo
Tax Manager - Personal Financial Services
PwCOklahoma City, OK
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

Asset & Wealth Management Tax Manager-logo
Asset & Wealth Management Tax Manager
PwCLos Angeles, CA
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system. Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. Develop skills outside your comfort zone, and encourage others to do the same. Effectively mentor others. Use the review of work as an opportunity to deepen the expertise of team members. Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs. Responsibilities Supervise and develop team members to achieve exceptional deliverables Manage client service accounts and engagement workstreams Independently solve and analyze complex problems Utilize PwC's technical knowledge and industry insights to address client needs Drive digitization, automation, and efficiency improvements Coach teams to enhance their skills and performance Oversee successful planning, budgeting, and execution of projects Foster a culture of continuous improvement and innovation What You Must Have Bachelor's Degree in Accounting 4 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart Thorough knowledge of compliance and consulting for financial partnerships Knowledge of structuring funds to limit tax liability In-depth tax technical skills in partnership tax forms Experience identifying and addressing client needs Building, maintaining, and utilizing networks of client relationships Success as tax technical business advisor Familiarity with CRM systems Knowledge of automation and digitization in professional services Experience with alternative fee arrangements and pricing strategies Travel Requirements Up to 40% 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 1 week ago

Tax Manager, Government Contracting-logo
Tax Manager, Government Contracting
AprioDenver, CO
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Tax team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Tax Manager to join their dynamic team. Position Responsibilities: Develop and maintain client relationships while providing tax planning, consulting, and compliance services. Work closely with partners on delivering innovative tax planning strategies. Lead, schedule, supervise and review tax engagements. Mentor a team of tax professionals, fostering an environment of continuous learning and development. Collaborate with other service lines to ensure a holistic approach to client service. Qualifications: Bachelor's degree in accounting Master's degree in taxation preferred Recent experience working in a public accounting firm 5-7 years' experience years of federal tax consulting and/or compliance experience in public accounting A CPA is required for this role Experience in Corporate, S-Corp. and/or Partnership returns Exceptional verbal and written communication skills Computer expertise including knowledge of tax software and technology $90,500 - $160,000 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. The application window is anticipated to close on April 7, 2025 and may be extended as needed. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: Medical, Dental, and Vision Insurance on the first day of employment Flexible Spending Account and Dependent Care Account 401k with Profit Sharing 9+ holidays and discretionary time off structure Parental Leave - coverage for both primary and secondary caregivers Tuition Assistance Program and CPA support program with cash incentive upon completion Discretionary incentive compensation based on firm, group and individual performance Incentive compensation related to origination of new client sales Top rated wellness program Flexible working environment including remote and hybrid options What's in it for you: Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

Posted 1 week ago

Spring 2026 Tax Intern - Louisville-logo
Spring 2026 Tax Intern - Louisville
Cherry, Bekaert & Holland, L.L.P.Louisville, KY
Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. If you are ready to find your space and create your future, you belong with us. As a Tax Intern, you will: With a Cherry Bekaert internship, you will gain insight into the public accounting profession and build a solid foundation for your career. Work for multiple supervisors on a variety of client engagements Apply accounting knowledge while performing client work using Firm technology Shadow Tax professionals of all levels Participate in team building and training initiatives Participate in and present on a marketing or research project Attend social functions: happy hours, lunches, community service projects and other outings What you bring to the role: Juniors or seniors enrolled in an accredited accounting or related program, two years from graduation Cumulative GPA of 3.0/4.0 or above preferred, but not required Proficiency with computers and spreadsheet software programs Ability to travel to client sites as needed, including frequent same-day travel What you can expect from us: Shared values, including uncompromising integrity, a passion for excellence, and mutual respect The opportunity to innovate and do work that motivates and engages you A collaborative environment focused on your career growth and continuous professional development Mentorship and networking experiences with professionals of all levels Depending upon service line, location, and workload, it is an expectation that summer and winter interns will be able to work approximately 32-40 hours per week and to be available during regular business hours/days either online or in the office. About Cherry Bekaert: Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. "Cherry Bekaert" is the brand name under which Cherry Bekaert LLC and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLC is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure. Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is $29.00 - $34.00 per hour. Individual salaries within this range are determined by a variety of factors including but not limited to education, experience, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLC and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook. 2024 Cherry Bekaert. All Rights Reserved.

Posted 30+ days ago

Tax Senior Associate-logo
Tax Senior Associate
Eide BaillyNorman, OK
Location: Norman, OK Work Arrangement: In-office, or Hybrid Typical Day in the Life A typical day as a Tax Senior Associate in Norman, OK might include the following: Prepares individual, business and other types of tax returns for clients in various types of entities and industries. Working with the tax team to ensure the various components of the tax process are performed -- including tax planning, client interaction and performing special tax projects. Gathering relevant tax-related information from the client so an accurate tax return can be prepared. Looking at tax situations from various angles to ensure the maximum tax benefit is applied. Developing solutions and communicating those solutions to the engagement team and client. Preparing accounting-related reports through a paperless office environment. Trains and mentors lower-level employees in the tax department. Attends training seminars, professional development and networking events. Who You Are You have a Bachelor's degree in Accounting. You have active CPA license or working towards obtaining CPA license preferred; Enrolled Agent (EA) certification also accepted. You have 2-4 years of tax experience within public accounting. You have a well-rounded knowledge of tax accounting principles and IRS regulations. You actively stay up-to-date on the ever-changing tax industry's regulations and policies. You are a self-starter who enjoys working independently and in a team environment. You are able to focus on complex tasks and will quickly understand the firm's comprehensive compliance processes. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. #LI-RI1 #LI-HYBRID

Posted 1 week ago

Asset & Wealth Management Tax Director-logo
Asset & Wealth Management Tax Director
PwCNew York, NY
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Director Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a 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. The Opportunity As part of the Default team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director, you are responsible for setting the strategic direction and leading business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. This role is crucial in driving business growth, shaping client engagements, and mentoring the future leaders. Responsibilities Define strategic direction for the Default team Lead initiatives in business development and client relations Oversee multiple projects maintaining exceptional delivery Build and maintain executive-level client relationships Mentor and guide the next generation of leaders Advocate for digitization and automation in tax advisory Adhere to professional and technical standards Foster a collaborative environment where technology thrives What You Must Have Bachelor's Degree 6 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart Master's Degree in Accounting, Taxation preferred Proficiency in managing tax compliance for various business entities Proficiency in fiduciary income tax returns and compliance Collaboration with tax practitioners and business managers Skilled in preparing and reviewing thorough tax returns Written and verbal business communication skills Proficiency in problem-solving and creative solutions Leadership in generating new business and proposal writing Proficiency in automation and digitization in tax services We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $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 1 week ago

SingerLewak logo
Experienced Tax Staff
SingerLewakSouth San Francisco, California
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Job Description

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

    • Records transactions in ledgers, prepares trial balances and simple financial statements using computer software program.
    • Performs schedule computations of accruals, property and equipment, and calculates depreciation expense.
    • Works effectively within given budgetary parameters; assist staff in prioritizing and managing their workload.
    • Prepares income tax returns for corporations, partnerships, and individuals, including federal and state tax returns for multi-state companies and consolidated returns for affiliated groups.
    • Creates financial statements for businesses from analyzing transactions, reconciling bank accounts and making adjustments to journal entries.
    • Conducts tax research to ensure compliance with tax law.

Qualifications

    • Bachelor’s degree (or foreign equivalent) in Accounting, Business, Business Management, Economics, Finance or in a closely related field,
    • 2 years of work experience in public accounting or in a closely related occupation.
    • Experience in preparing individual tax returns for clients.
    • Experience filing corporate tax returns for LLC, S-Corporation, C-Corporation, and Non-profits.
$69,000 - $74,000 a year
This is a nonexempt position. Overtime is paid at time and a half of hourly rate.
SingerLewak is an affirmative action-equal opportunity employer and complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.