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Tax and Accounting Associate (Asheville Office)-logo
Tax and Accounting Associate (Asheville Office)
Asheville, NC CPA FirmAsheville, North Carolina
Tax and Accounting Associate/Staff Accountant Gould Killian is looking for enthusiastic, creative individuals to fill the role of a Tax and Accounting Associate in downtown Asheville. About the Position: The successful candidate will assist with a variety of tax/accounting-related tasks including, but not limited to, the following: Preparation of personal, corporate, fiduciary and partnership tax returns Prepare property tax returns Working in accounting software to enter and review client data Participate in attest and audit engagements Participate in tax planning and basic tax research for various clients and special projects Collaborate with fellow team members of the firm on other projects as needed About the Qualifications: The ideal candidate will possess the following: Minimum B.A. or B.S. degree with an accounting major Desire to work as a member of a team working towards a common goal 0-3 years tax/accounting experience Proficient working knowledge of GAAP and professional standards Ability to use Microsoft Office products and learn various accounting software Possess excellent organizational and analytical skills Ability to work in a fast paced, hard working environment Outstanding verbal and written communication skills CPA eligible Must be willing to grow and develop as a member of our team!

Posted 1 week ago

Tax & Consulting Manager-logo
Tax & Consulting Manager
Yeo & YeoSaginaw, Michigan
Description It’s people like you that make us great! At Yeo & Yeo, we recognize that the champions behind our success are our people. We are a people-first organization fully committed to creating a dynamic work environment that values your contributions, supports your professional growth, and allows you to enjoy life outside the office with flexible remote, hybrid, and in-office work options. Make an Impact Yeo & Yeo is a leading Michigan-based accounting and advisory firm offering a full range of business consulting, assurance, tax, technology and wealth management solutions. We help our clients navigate their challenges, discover new opportunities and achieve their business and individual goals. Seeing their success – and being a part of it—makes for a pretty great workday. When it comes to delivering outstanding business solutions, only the best people make that happen. With over 200 professionals across our family of Yeo & Yeo companies, you join a diverse team of passionate, forward-thinking people collectively working together to positively impact our clients and our communities. Learn more at yeoandyeo.com. What’s the job? Yeo & Yeo Managers in our Tax service line are responsible for managing client assignments and projects and delivering high quality service. This includes coaching, advising and supporting team members in meeting client and personal development expectations. Qualifications Bachelors or master’s degree in Accounting or related curriculum Active CPA accreditation Has demonstrated proficiency as a Senior Accountant in Public Accounting or equivalent experience Technical Abilities Become actively involved with or highly proficient in a technical niche Proficient in tax research including knowledge of resources available Research/problem solve on own Be involved in client meetings Ability to assist and train staff Complete complex individual and business tax returns Manage client contact Actively engages as a team member in the firm Takes initiative to improve processes Delegate to staff Participate in the presentation of staff tax level trainings Review staff and senior prepared tax returns (all types) - with very limited review notes to Sr. Manager or Partner Personal Development Have an individual personal development plan (ex. work with career advocate, principal, service line leader or practice growth manager to develop the plan) Effectively explains firm strategic plan to others, its impact on their role, and identifies approaches for the firm to achieve its strategic goals Targets industry group for own specialization and pursues applicable professional development activities Develops clear understanding of career development opportunities Acts as a resource and Career Advocate for other's learning and professional development Helps employees identify their development gaps and apply feedback and training to improve their contribution Actively seeks to develop broader perspective beyond own expertise Teamwork Communicates the team’s objectives and ensures that all team members roles are clear Proactively makes self-available to others for guidance Makes time to help educate and train others and to help them resolve issues Takes time to help others manage conflicts promptly and makes necessary adjustments based on feedback received and in accordance with policy and procedures Tailors supervisory style according to employees past experience and work style Helps team members maximize their contribution to the firm Redistributes team members workloads during busy times as necessary Community Encourages team members to be involved in community events and outreach programs Take on a leadership role in community organization or event Takes a leading role in firm sponsored community service events and outreach programs Business Development Regular meetings with key referral sources Present to organizations on applicable topics and industries Maintain Business Development Activity kit based on level Strives to generate additional business for Yeo & Yeo and its affiliates through cross selling and business development Benefits & Perks! At Yeo & Yeo, we offer a great career with industry-leading benefits , and that’s why we’re repeatedly ranked among Michigan’s Best Places to Work . Some of our benefits include remote, hybrid and flexible work options; competitive salaries; generous PDO/paid holidays, excellent medical, dental and vision plans; bonuses; referral programs; life insurance; 401(k) plan; an award-winning CPA certification program; community service opportunities; dress for your day attire; continuous feedback and so much more. We focus on developing our careers and prioritize fostering each person’s unique talents and strengths. We succeed as a team when our individuals succeed. We celebrate our successes and take time to cultivate our friendships. From team retreats and office (and Zoom) parties to our Yeo & Yeo sports teams – we love what we do and having fun too! I’m in. Now what? Apply today and move one step closer to joining a firm of enthusiastic, caring, creative and smart problem solvers working together toward a common goal – helping our clients thrive. Interested applicants must submit their resume for consideration using our applicant tracking system. Candidates must be legally authorized to work in the United States without sponsorship. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Yeo & Yeo. Yeo & Yeo is an Equal Opportunity Employer and maintains a drug-free workplace

Posted 4 weeks ago

Tax and Accounting Associate (Hendersonville Office)-logo
Tax and Accounting Associate (Hendersonville Office)
Asheville, NC CPA FirmHendersonville, North Carolina
Tax and Accounting Associate/Staff Accountant Gould Killian is looking for enthusiastic, creative individuals to fill the role of a Tax and Accounting Associate in downtown Hendersonville. About the Position: The successful candidate will assist with a variety of tax/accounting-related tasks including, but not limited to, the following: Preparation of personal, corporate, fiduciary and partnership tax returns Prepare property tax returns Working in accounting software to enter and review client data Participate in attest and audit engagements Participate in tax planning and basic tax research for various clients and special projects Collaborate with fellow team members of the firm on other projects as needed About the Qualifications: The ideal candidate will possess the following: Minimum B.A. or B.S. degree with an accounting major Desire to work as a member of a team working towards a common goal 0-3 years tax/accounting experience Proficient working knowledge of GAAP and professional standards Ability to use Microsoft Office products and learn various accounting software Possess excellent organizational and analytical skills Ability to work in a fast paced, hard working environment Outstanding verbal and written communication skills CPA eligible Must be willing to grow and develop as a member of our team!

Posted 1 week ago

Consultant, Real Property Tax-logo
Consultant, Real Property Tax
RyanGlendale, Arizona
Why Ryan? Hybrid Work Options Award-Winning Culture Generous Personal Time Off (PTO) Benefits 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement Benefits Eligibility Effective Day One 401K with Employer Match Tuition Reimbursement After One Year of Service Fertility Assistance Program Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service The Property Tax Consultant (“Consultant”) works with a team to identify tax savings opportunities for clients and to gain an understanding of how the client computes each component of property tax. This includes researching issues, reconciling databases, and completing detailed calculations. The taxing authority verifies the issues, and the Consultant assists the team with this process. The Consultant is responsible for creating positive team member experiences, which lead to excellent client service and drive revenue and profit for the Firm. The ideal candidate with have analytical and problem-solving skills, coupled with strong people skills. The successful candidate will be effective in researching issues, reconciling databases, and completing detailed calculations. Successful Ryan team members embrace and live Ryan’s values of Pursue Excellence, Wired to Win, Generosity Matters, Build Trust and Integrity Always and will embody and demonstrate accountability. Duties and responsibilities, as they align to Ryan’s Key Results People: Create a positive team member experience. Client: Responds to client inquiries and requests from tax authorities. Value: Works effectively with clients and taxing authorities on a national basis. Attends client meetings and property inspections. Reviews client property tax records. Applies software knowledge to efficiently work with client data. Researches tax issues. Prepares and reviews property reports and renditions. Analyzes assessment notices and determines potential assessment reductions. Files appeals. Determines liability for development projects. Works with tax incentive issues for clients. Interacts frequently with members of a team. Communicates effectively through written and verbal channels. Performs other duties as assigned. Education and Experience: Bachelor’s degree in Accounting, Business Administration/Management, Economics, Finance, Real Estate or related study. Must have (6) hours of Accounting or Economics or Real Estate or Finance with a minimum overall GPA of 2.8. Relevant work experience preferred (e.g. internships, summer positions, school jobs) or Bachelor's degree and one to three years audit or tax related experience. Desire to perform in a high-energy team environment. Demonstrated leadership, problem solving, and strong verbal and written communication skills. Ability to prioritize tasks, work on multiple assignments, and manage ambiguity. Ability to work both independently and as part of a team with professionals at all levels. Computer Skills: To perform this job successfully, an individual must have intermediate knowledge of Microsoft® Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research. Certificates and Licenses: Valid driver’s license required. Supervisory Responsibilities: This position has no supervisory responsibilities. Work Environment: • Standard indoor working environment. • Occasional long periods of sitting while working at computer. • Position requires regular interaction with employees at all levels of the Firm in person and via e-mail and telephone. • Position requires regular interaction with clients and interface with external vendors in person and via e-mail and telephone. • Independent travel requirement: Up to 10-20%. Compensation: For certain Wisconsin based roles, the base salary hiring range for this position is $62,300 - $77,550. Equal Opportunity Employer: disability/veteran

Posted 3 weeks ago

Tax Analyst II-logo
Tax Analyst II
VertexKing of Prussia, Pennsylvania
Job Description: JOB SUMMARY: This position will work closely with state & local tax authorities, internal development team and your workgroup to implement monthly software updates to tax rates, reporting requirements, and returns in the Vertex® Indirect Tax Returns product. Structure tax content within Vertex products that support the accurate reporting of indirect tax on both paper and electronic tax returns. Test tax content and functionality within Vertex products and perform quality assurance tasks following documented processes. This role will appeal to a technical, detail oriented, creative thinker that enjoys problem solving and is interested in software/technology. ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES: Research and analyze tax rate, reporting, and compliance changes from the taxing authorities. Determine how tax changes impact Vertex products regarding the addition of new content or the maintenance of existing content. Maintain and input tax information by performing maintenance, which could include updates of tax rates, reporting requirements & forms. Design and execute test scenarios in the product to ensure accuracy and functionality for a variety of taxpayers. Communication with state and local taxing authorities to obtain compliance requirements related to sales/use tax rates and reporting, e-File, and paper remittance. Validate electronic filing functionality and paper tax return layouts with taxing authorities to satisfy approval requirements. Write content for the product’s reference guides and other customer facing documentation. Troubleshoot, assess impact, and resolve customer issues. Complete work within the deadlines established for the monthly software update and project workplan. Communicate to workgroup and product team the compliance changes and impact to product. Support a dynamic environment at Vertex by collaborating with other departments, contributing time, effort, and ideas. Participate in other operational and strategic projects or duties as assigned. Enhance job knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies; developing and/or maintaining proficiency in the latest personal productivity tools. Occasional travel is possible but not required. SUPERVISORY RESPONSIBILITIES: N/A KNOWLEDGE, SKILLS AND ABILIITES: Must be results-driven, customer-focused and able to manage multiple projects simultaneously. Research and analytical skills required. Understanding of the tax information and the ability to formulate interpretations and how they apply to Vertex products required. Desire and ability to learn technical and tax information in a short period of time required. Working knowledge of relational databases is desirable. Strong ability to work with numbers. Developing capability to multi-task and prioritize to meet team goals and commitments. Developing awareness of problem-solving. Developing capability to interact and communicate effectively with external, internal customers and stakeholders. Developing awareness to a broad spectrum of taxes and jurisdictions. Developing awareness of compliance administration (facilitate information between Vertex and taxing authority). Developing capability to be a SME in multiple tax fields. Developing capability to understand how customers would use Vertex products or equivalent product. Ability to develop and apply professional concepts to resolve issues with limited to moderate scope. Ability to work with general supervision on routine work, more detailed instructions on new projects or assignments. Ability to listen and understand information and communicate the same. Must possess strong organizational skills. Proficiency in Microsoft Office packages is required. EDUCATION AND TRAINING: Associate or bachelor’s degree in accounting or other business discipline. Advanced degree or professional certification a plus. Equivalent experience may substitute for some portion of the education requirement. 2+ years in a business environment. Vertex product knowledge a plus. Experience with tax software a plus. Relational database management system experience a plus.

Posted 2 days ago

Senior Tax Analyst (Telecommute)-logo
Senior Tax Analyst (Telecommute)
Parsons CorporationPasadena, Texas
In a world of possibilities, pursue one with endless opportunities. Imagine Next! When it comes to what you want in your career, if you can imagine it, you can do it at Parsons. Imagine a career working with exceptional people sharing a common quest. Imagine a workplace where you can be yourself. Where you can thrive. Where you can find your next, right now. We’ve got what you’re looking for. Job Description: Parsons delivers innovative solutions around the globe that make the world safer, healthier, and more connected. As a digitally enabled solutions provider we are focused on the defense, intelligence, and critical infrastructure markets. Parsons is uniquely qualified to deliver cyber/converged security, technology-based intellectual property, and other innovative services to federal, regional, and local government agencies, as well as to private industrial customers worldwide. Parsons is looking for an amazingly talented Senior Tax Analyst to join our team! In this role you will get to focus on U.S. tax compliance, U.S. tax provision, federal & state tax audits, perform tax research and analysis. Telecommute with 20% ability and willingness to go into the Pasadena office. What You'll Be Doing: Preparation of federal & state tax workpapers. Prepares and files federal, state, and local tax returns and forms as assigned. Ensures compliance with all tax regulations. May negotiate with tax officials to receive favorable resolution of tax issues/audits. Preparation and review of the quarterly and year-end U.S. tax provision supporting workpapers under ASC 740. Prepares and assists with negotiating claims for tax refunds. Assist with SOX compliance. Performs detailed analysis of book to tax differences and understand the technical merits of the differences. Researches current literature, recent court decisions, existing law and regulations, and proposed and actual changes in tax law and regulations; analyzes data and makes recommendations to management for ways to reduce Corporate tax liability and reduce tax costs. Completes special projects combining analysis of tax laws and regulations with the preparation of complex tax calculations. Prepares miscellaneous tax studies and assignments as required by Tax Management. Completes various statistical and financial reports for management, as required. Performs other responsibilities associated with this position as may be appropriate. What Required Skills You'll Bring: Bachelor’s Degree in Accounting (or related field) At least 6+ years of relevant experience implementing corporate tax strategy within a large, multinational corporation including at least 2 years with a Public Accounting firm. Such experience should also include preparation of Federal and state income taxes for a multi-state corporation. Knowledge of tax accounting techniques and principles, as well as a thorough understanding of tax rules and regulations pertaining to assigned area of responsibility. Excellent computer skills with knowledge of all Microsoft Office applications, advanced excel knowledge preferred. Excellent written and oral communication skills Detail oriented who takes ownership of tasks with excellent organizational and analytical skills. Telecommute with 20% ability and willingness to go into the Pasadena office. Sense of urgency, quick learner with a positive “can do” attitude. Able to work as part of a team and under pressure, handle multiple tasks and meet required deadlines. What Desired Skills You'll Bring: Proficiency with OneSource tax software Advanced Excel knowledge CPA certification (not required, but a plus) Security Clearance Requirement: None This position is part of our Corporate team. For over 80 years, Parsons Corporation, has shaped the future of the defense, intelligence, and critical infrastructure markets. Our employees work in a close-knit team environment to find new, innovative ways to deliver smart solutions that are used and valued by customers around the world. By combining unique technologies with deep domain expertise across cybersecurity, missile defense, space, connected infrastructure, transportation, smart cities, and more, we're providing tomorrow's solutions today. Salary Range: $100,900.00 - $176,600.00 We value our employees and want our employees to take care of their overall wellbeing, which is why we offer best-in-class benefits such as medical, dental, vision, paid time off, Employee Stock Ownership Plan (ESOP), 401(k), life insurance, flexible work schedules, and holidays to fit your busy lifestyle! Parsons is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status or any other protected status. We truly invest and care about our employee’s wellbeing and provide endless growth opportunities as the sky is the limit, so aim for the stars! Imagine next and join the Parsons quest—APPLY TODAY! Parsons is aware of fraudulent recruitment practices. To learn more about recruitment fraud and how to report it, please refer to https://www.parsons.com/fraudulent-recruitment/ .

Posted 6 days ago

Corporate Tax Manager-logo
Corporate Tax Manager
Lincoln Property Company through LinkedInDallas, Texas
Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies. Lincoln Property Company is a dynamic and growing real estate company seeking a highly motivated and experienced tax professional to join our team. We are looking for a strategic thinker with a strong understanding of real estate taxation to manage all aspects of our tax compliance and planning. This is a fantastic opportunity to play a key role in our financial success and contribute to our continued growth. The Tax Manager will be responsible for overseeing all tax-related activities, including compliance, planning, and reporting for Lincoln. This role requires a deep understanding of federal and state tax laws related to real estate, as well as strong analytical and communication skills. The scope of the role includes reporting on the consolidated partnership (Royal Property Company Holdings) and its subsidiaries as well as all real estate investment special purpose vehicles. Responsibilities: Manage the preparation and filing of all federal and state income tax returns, including partnership, corporate, and individual returns related to real estate investments and the service/operating company. Manage the tax reporting for the service/operating company foreign subsidiaries, liaising and managing external advisors in local countries. Research and analyze tax laws and regulations to identify potential tax savings and planning opportunities. Develop and implement tax strategies to minimize tax liabilities and maximize after-tax returns. Manage tax audits and work with external legal and tax advisors to represent the company before tax authorities. Prepare and review tax provisions for financial reporting purposes. Review estimated quarterly and full year federal and state tax projections and estimated Schedule K-1 prepared by external advisors for delivery to investors Prepare and review gain and loss projections for real estate investments following an acquisition/disposition event Collaborate with other departments, including finance, accounting, and legal, on tax-related matters. Demonstrate a high knowledge of state taxation, including apportionment, nexus, multi-state tax compliance and PTE elections. Stay current on industry best practices and tax regulations related to real estate. Assist with special projects as needed. Desired Competency, Experience and Skills: Bachelor's degree in Accounting or Finance, specialization in Tax preferred CPA certification required. Minimum of 8 years of experience in real estate tax, preferably in a public accounting firm or corporate tax department. Strong knowledge of federal and state tax laws related to real estate, including partnership and S-Corporation taxation. Experience with tax compliance software and tax research databases. Excellent analytical, problem-solving, and communication skills. Ability to work independently and as part of a team. Strong organizational skills and attention to detail. About Lincoln Property Company Lincoln Property Company (“Lincoln”) is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-used properties, throughout the United States, United Kingdom, and Europe. Lincoln’s combined management and leasing portfolio on behalf of institutional clients includes more than 562 million square feet of commercial space. In addition to providing third-party real estate services, Lincoln has completed over 164 million square feet of development since its inception in 1965 and has another $19.5 billion currently under construction or in the pipeline. For more information, visit: www.lpc.com . All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with the companies privacy policy.

Posted 30+ days ago

International Tax Manager-logo
International Tax Manager
UHYDetroit, Michigan
JOB SUMMARY We are seeking a highly motivated and experienced International Tax Manager to join our growing team. In this role, you will oversee the U.S. international tax services function for a wide range of clients across various industries and markets. The ideal candidate will have experience with tax compliance, planning, and consulting for multinational clients, ensuring compliance with U.S. international tax laws. You will work closely with partners, clients, and cross-functional teams to develop tax strategies that optimize global tax positions while mitigating risks. JOB DESCRIPTION Essential Functions: Tax Compliance & Reporting: Fully manages the international tax components of client engagements across a wide-range of client types and industries. Oversees the preparation and review of the international aspects of U.S. tax filings, including Forms 5471, 5472, 8858, 8865, 1118, et. al. Ensures compliance with U.S. international tax regulations, including BEPS, GILTI, FDII, Subpart F, and foreign tax credit calculations, and identifies issues and opportunities throughout the compliance process. Manages the U.S. tax reporting of foreign operations and coordinates with UHY International member firms on local tax compliance, cross-border transactions, and planning opportunities. Applies U.S. international tax knowledge to all compliance engagements to identify and support consulting projects and planning opportunities. Tax Planning & Advisory: Develops and implements international tax strategies to minimize tax liabilities, support client business objectives, and manage worldwide effective tax rates. Advises clients on cross-border transactions, repatriation planning, and tax-efficient structuring. Assists in the evaluation of tax implications for mergers, acquisitions, and entity acquisitions, dispositions, and restructuring. Monitors changes in existing and new U.S. tax laws and advises clients on potential impacts and planning opportunities. Coordinate closely with UHY International member firms on cross-border planning opportunities, local country compliance requirements, and consulting projects to provide clients with a full-service, global tax solution. Client Management & Leadership: Serves as a trusted advisor to clients, providing proactive international tax guidance. Leads and mentors a team of international tax professionals, ensuring high-quality service delivery. Collaborates with clients, partners, and other service lines (e.g., audit, transfer pricing, consulting) to provide comprehensive client solutions. Maintains strong client relationships and identifies opportunities for additional services. Supervisory responsibilities Will supervise subordinate team members Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client’s needs Required education and experience Bachelor’s degree in accounting, finance, or a related field 5 – 8 years of relevant experience CPA or Enrolled Agent license Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting Specific positions may require additional industry or specialization certifications Responsible for completing the minimum CPE credit requirement Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience Advance degree (Master's) or additional relevant experience Juris Doctor (JD) degree for specialty positions Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Posted 30+ days ago

Tax Manager-logo
Tax Manager
The Bonadio GroupDallas, Texas
We are currently seeking very experienced tax accounting professionals at the Tax Manager level within our Tax Service line at our Dallas, Texas location. As part of our talented team of tax accountants, you will be contributing to the overall successful completion of tax engagements. You will have the opportunity to build strong professional relationships with clients, work in diverse client-service environments, effectively communicate and assist our clients in developing strategies to best service their business needs. Responsibilities Prepare and/or review complex business and individual tax returns Develop effective working relationships with clients to provide innovative tax planning, consulting, and compliance services Ability to identify and research tax issues, develop resolutions, and prepare written conclusions Assist with the developing, training and mentoring of staff and interns Recognize the opportunity to provide new and innovative services Willingness to learn new tax skills that the diverse client base at The Bonadio Group offers. Not limited to: public company tax services, banking and financial industry tax services, international, cross-border and expatriate compliance services, and transaction advisory services Required Qualifications A minimum of a bachelor’s degree in accounting Current CPA, EA, or equivalent A minimum of five years of tax experience in a public accounting firm or equivalent experience Ability and willingness to travel Proficiency with Microsoft Office Suite with aptitude to learn firm technology, present and future Preferred Qualifications : Experience with ProSystems Engagement software Experience with tax research software Hours of Operation : Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on Friday We pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients’ needs in an increasingly global profession. In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you’ll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You’ll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You’ll be glad you did! The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position along with approval to submit from the Talent Management team. All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at (800) 487-7624 or careers@bonadio.com . EOE/AA Disability/Veteran

Posted 1 week ago

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

Posted 30+ days ago

Tax Compliance Planning Analyst-logo
Tax Compliance Planning Analyst
The Bonadio GroupRochester, New York
Overview: The Bonadio Group is seeking a Tax Compliance & Planning Analyst to join our Corporate Finance team in Rochester, New York. This position will play a key role in supporting the firm's tax compliance and planning functions by ensuring accurate payroll and sales & use tax configuration, assisting with the resolution of tax variances and exceptions, and supporting the firm's year-end tax reporting and planning. The ideal candidate will have strong attention to detail, foundational knowledge of payroll and indirect taxes, and a proactive mindset for identifying discrepancies and supporting clean, accurate financial records that align with the firm’s strategic tax objectives . Responsibilities: Payroll Tax Oversight & Reconciliation Work closely with HR/Payroll teams to ensure payroll tax configurations in the payroll system are accurate and up-to-date across all jurisdictions Monitor and assist in resolving payroll tax exceptions, discrepancies, and variances in collaboration with the payroll provider Reconcile payroll tax-related general ledger accounts monthly Support periodic audits of payroll tax data and assist in implementing corrective actions Monitor tax law changes impacting payroll reporting and communicate implications to leadership Work closely with HR/Payroll teams to resolve tax notices and inquiries from federal, state and local agencies Sales & Use Tax Support Handle all aspects of sales and use tax compliance across applicable jurisdictions , including filings, reconciliations, and exemption certificate management Collaborate cross-functionally with appropriate teams to ensure accurate tax treatment on purchases and vendor invoices R econcile sales and use tax accounts and complete variance research Monitor tax law changes impacting sales/use tax reporting and communicate implications to leadership Maintain accurate records of tax-exempt purchases and sales and ensure exemption documentation is current Firm Tax Planning & Reporting Support Assist in collecting, organizing, and validating tax-related data to support year-end tax planning and firm tax return preparation Collaborate with tax preparers and/ or internal tax team members to facilitate timely and accurate filing of the firm’s tax return Reconcile tax-related GL accounts, including partner-related distributions, fringe benefits, and other firm-level deductions Assist in gathering documentation and schedules for tax preparers P repare tax projections , compliance schedules and internal tax-related reports for firm leadership Other Responsibilities Develop and maintain internal controls and procedures related to tax reporting and compliance Assist in special projects, audits, or analysis as Required Qualifications: A minimum of a bachelor's degree in accounting , f inance, or related field A minimum of two years of experience in accounting, payroll operations, or tax compliance support A minimum of two years working with payroll systems, accounting software, general ledger systems and tax reporting tools (e.g., Intacct. Workday, ADP. Avalara. etc.) A minimum of two years working with multi-state payroll tax and/or sales & use tax processes Proficiency in Excel including data analysis and pivot tables Solid understanding of payroll and indirect tax concepts (even if not directly responsible for filings) Proven ability to interpret tax regulations and translate them into practical application The salary range for this position is between $70,000 and $85,000 and is commensurate with experience. Hours of Operation: Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on Friday We pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients’ needs in an increasingly global profession. In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you’ll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You’ll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You’ll be glad you did! The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position along with approval to submit from the Talent Management team. All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at (800) 487-7624 or careers@bonadio.com . EOE/AA Disability/Veteran

Posted 1 week ago

Tax Partner - High Net Worth - Private Client Services-logo
Tax Partner - High Net Worth - Private Client Services
Rsm Us LlpSan Francisco, California
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. We have an exciting opportunity for an experienced Tax Partner to join our expanding Private Client Services (PCS) / High Net Worth (HNW) practice in San Francisco. This role provides an opportunity to join a high-performing practice where you will use your expertise in taxation to provide compliance and consulting services to high net worth multi-generational wealthy families and their private businesses and/or investment entities. ​ Candidates must be familiar with high net worth tax consulting and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to clients' tax needs. With the support of the firm, you'll have the opportunity to develop and pursue creative approaches to resolve client issues. ​ Basic Qualifications: Bachelor's degree in Accounting CPA License or JD required 15+ years public accounting or family office tax experience Experience in the review of tax returns for wealthy family members and their trusts, investment entities, and private businesses. Businesses could include Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail and Restaurants. Exposure to business returns would be a plus, but not required Strong experience with private client services (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers) Must be able to support financial growth efforts and manage a book of business Successful candidates will possess ability to plan client engagements, provide tax consulting services, manage compliance projects, supervise and review work of team staff members, work closely with clients as well as internal managers and partners Strong verbal and written communication skills with the ability to articulate complex information and tax law Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships. 10+ years experience in dealing with high net worth clients required Preferred Qualifications: Master's Degree in Taxation or Law Degree Experience working for a Big 4 or large national, regional or local accounting firm or large Family Offices Experience working with Private Foundations Exposure to reporting and filings related to foreign assets, investments and holdings Proven ability to develop new business relationships and expand services to existing clients At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits . All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status ; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com . RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here .

Posted 6 days ago

Regional Banking Tax Program & Marketing Specialist-logo
Regional Banking Tax Program & Marketing Specialist
The Huntington National BankPittsburgh, Pennsylvania
Description Title: Regional Banking Tax Program & Marketing Specialist Summary: The Regional Banking Tax Program & Marketing Specialist will support the PA Tax Credit program and assist the Regional Marketing & Communications Manager with local marketing functions and supports activation of Huntington's brand through local market engagement and special projects. Duties & Responsibilities: Develops and updates documentation to support tax credit programs. Will interface with Huntington Regional Leadership and Leadership of various community organizations. Responds to questions and may provide specialized support to internal teams, representatives of the state’s tax credit program, and community organizations. Distributes tax credit checks to organizations within the timeframes outlined by the programs. May help support local marketing activities for the Tri-State region's sponsorships and strategic partnerships. Assist with invoice processing in support of the Regional Marketing team. May act as liaison between vendors and process/system users or between users and other corporate areas. Performs other duties as assigned. Basic Qualifications: Bachelor’s Degree Minimum of 5 years of monitoring or supporting a banking or financial process or program. OR High School diploma with 9 years of experience in monitoring or supporting a banking or financial process or program/education Preferred Qualifications: Proficiency with Microsoft Office Suite especially MS Excel Excellent written and verbal communication skills. Tax Credit program experience Ability to meet deadlines Strong analytical and mathematical skills Ability to multitask and work in a fast-paced environment with strong organizational skills and attention to detail. Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 1 week ago

Payroll Tax Specialist-logo
Payroll Tax Specialist
SWBC Professional Employer Services VSan Antonio, Texas
SWBC is seeking a talented Payroll Tax Staff that will act as a support for the PEO Tax Department and will report directly to the Tax Manager at the PEO location in Bulverde, Texas. Essential duties include the following: Primarily responsible for timely and accurate state and local tax payments, filings, and associated research. Corresponds with tax authorities regarding tax issues and resolution of questions on returns filed. BLS reporting and surveys such as: Industry Verification, OEWS, and Multiple Worksite Locations. Assists with certain quarterly client billing reconciliations. Assists Payroll department with various tax adjustments. Assist accounting department with tax general ledger reconciliations. Registering for new tax accounts and following state procedures for gaining access to tax accounts and researching associated tax requirements. Communicates with clients to ensure successful transition of tax accounts during onboarding and offboarding. Serious candidates will possess the minimum qualifications: Bachelor’s Degree in related field from an accredited college or four-year university required. At least three (3) years Payroll tax experience preferred. Strong analytical and organizational skills. Experience in out of state payments and filings for withholding and unemployment tax. Intermediate to advanced working knowledge of MS Office, Word, and Excel and ability to master other software in a reasonable amount of time. Excellent communication skills and demonstrated ability to work effectively with all levels of management; exercising discretion and independent judgment while performing duties with limited supervision. Sit for long periods of time executing, updating, and validating personal computer applications. SWBC offers*: Competitive overall compensation package Work/Life balance Employee engagement activities and recognition awards Years of Service awards Career enhancement and growth opportunities Leadership Academy and Mentor Program Continuing education and career certifications Variety of healthcare coverage options Traditional and Roth 401(k) retirement plans Lucrative Wellness Program *Based upon employee eligibility Additional Information: SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.

Posted 5 days ago

Tax Senior Manager - Real Estate-logo
Tax Senior Manager - Real Estate
Elliott DavisRaleigh, North Carolina
WHO WE ARE Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Job Summary We are looking for a Tax Senior Manager to join our Real Estate Practice. This candidate will consult on complex tax matters and oversee the tax compliance process for primarily real estate related businesses, ensuring compliance with state and federal tax regulations. Tasks will include business development, leading a team, advising, researching and identifying tax issues, recommending solutions to customer issues and engagement management. The Tax Senior Manager will delegate and manage tax assignments and perform routine administrative duties, as needed. The Tax Senior Manager is responsible for training, supporting, supervising, motivating, and reviewing the work of the tax team. We see this role as a future leader in our firm and are looking for someone motivated to take the next step in their career. Responsibilities Develop and sustain excellent customer relationships with some of the top real estate companies in our markets Collaborate cross-functionally within the firm to grow existing business and offer a variety of business solutions to customers and prospects Be anticipatory, analyze and observe industry trends to advise customers through times of disruption and uncertainty Continuously build and improve specialty area knowledge for professional development Perform technical review of tax returns and conduct tax research needed to produce an accurate and efficient work product Review operating agreements, letters of intent, purchase agreements, as well as other tax transaction related documents Review and develop workpapers supporting partnership allocations, basis adjustments, and other complex tax matters Manage and monitor economic performance of customer engagements, including billing and collections Actively communicate progress of engagements, manage workflow and ensure proper planning and coordination with the team needed to meet customer expectations Provide effective performance feedback and on-the-job training, celebrating and awarding excellence in performance Attract and retain top talent by taking an active role in engaging your team throughout their career Develop and grow a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business Represent Elliott Davis in the business community and be active within professional organizations Be an active member of the local community by giving back and through services to others Requirements Bachelor’s degree in Accounting, Finance or Law; Masters in Tax/LLM, preferred 7+ years of recent public accounting firm experience, including managing multiple real estate tax projects and customer engagements Experience developing team members, assigning projects, and managing workflow Significant experience working within the real estate industry on all types of entity and individual taxes, especially Partnerships Experience analyzing flow-through entity distribution and profit/loss language in Operating Agreements CPA certification, required Leadership and project/team management skills Excellent communication and networking acumen Ability to manage and grow strong customer relationships Experience with tax software and technology #LI-EG1 #LI-HYBRID WHY YOU SHOULD JOIN US We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater. That's right – all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: • generous time away and paid firm holidays, including the week between Christmas and New Year’s • flexible work schedules • 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible) • first-class health and wellness benefits, including wellness coaching and mental health counseling • one-on-one professional coaching • Leadership and career development programs • access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally NOTICE TO 3RD PARTY RECRUITERS Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals. ADA REQUIREMENTS The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Requirements While performing the duties of this job, the employee is: • Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone • Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus Cognitive/Mental Requirements While performing the duties of this job, the employee is regularly required to: • Use written and oral communication skills. • Read and interpret data, information, and documents. • Observe and interpret situations. • Work under deadlines with frequent interruptions; and • Interact with internal and external customers and others in the course of work.

Posted 1 week ago

Tax Senior Manager (Trust and Estates)-logo
Tax Senior Manager (Trust and Estates)
Ascend Partner FirmsNew York, New York
About Ascend Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings their firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while accessing the resources of a large CPA firm to help them grow. Ascend provides access to growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives so that firms can surmount today’s industry challenges and reach their full potential. Founded in January 2023, the company attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation. For more information, visit ascendtogether.com . About LMC LMC was founded in 2010 on the principle of delivering out-of-the-box, trusted, expert guidance. Great clients is one aspect, but it is our even greater staff that sets us apart. For us, it’s about creating a positive work environment that offers flexibility and growth. LMC is searching for a Tax Senior Manager in our Real Estate practice. We seek an energetic, self-motivated professional with a genuine desire to embrace this challenging career opportunity to work in a team-oriented environment while taking on a variety of assignments. Qualified individuals will have the opportunity to join our employee friendly corporate culture. What You’ll Do: Primary client contact and liaison; communicate effectively with clients and develop positive relationships with client personnel Top review of returns, workpapers and issues within our Trust and Estate Group Handle communication from clients and tax authorities. Advise clients on tax strategies. Provide future tax planning to clients. Interpret wills and trust documents Analyze tax data submitted by the client to maximize the outcome for the client. Research new tax trends and regulations. Ensure compliance with government tax rules. Supervise, train and mentor tax staff; Support the growth and development of team members Manage multiple assignments inside an engagement. Communicates with Partner on work status and client issues that arise Qualifications: Experience working with High Net Worth clients, specifically working with Trust and Estates Bachelor’s or Master's Degree in tax or accounting Minimum of 10 years of tax consulting/compliance experience in public accounting Minimum of 2 years in a managerial role involving clients and team members Advanced understanding of federal and state tax laws and regulations Strong research and analytical skills Ability to fully manage client relationships on behalf of the firm Ability to work independently, but also work well with others Strong interpersonal and relationship building skills Excellent verbal and written communication skills Advanced knowledge of applicable accounting software, CCH Axcess & Engagement preferred Working at LMC provides unlimited growth potential along with a competitive compensation and benefits package. We also offer flexible hours & remote or hybrid options to accommodate a work-life balance. The annual base salary range for this role is $200,000-250,000. This range includes the anticipated low and high end of LMC’s salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.

Posted 1 week ago

Senior Tax Manager-logo
Senior Tax Manager
Ascend Partner FirmsBellevue, Washington
Who We Are About Ascend At Ascend, we recognize the struggles that accounting & finance professionals face in traditional firms—from rigid hierarchies and overwhelming workloads to the elusive work-life balance. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number but a valued member of a community that champions both your professional and personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and robust resources . We partner with regional, entrepreneurial firms and provide them with the resources and support necessary to thrive in today's dynamic market. This includes access to growth capital, robust talent acquisition, top-tier technology, transformative leadership, shared back-office services, & more. Founded in January 2023, Ascend attained revenues to sufficiently qualify as a Top 100 U.S. accounting firm within six months of operation. Explore Ascend , where your career soars without sacrificing your quality of life. About ODC Opsahl Dawson (ODC) was founded in 1979 in Longview, WA, where we have flourished into the award-winning firm we are today. We specialize in Accounting, Tax Preparation, and Bookkeeping with 175+ people across the United States. With 30+ years of proven service, we’re the go-to CPA firm in SW Washington. You’ll be joining a fun team and a renowned firm that is recognized as one of the Top 10 Fastest Growing Accounting Firms by Accounting Today. In January 2023, ODC made the strategic decision to join Ascend! With Ascend’s partnership and shared resources, ODC is well positioned for strong innovation and growth in the years to come. The Role We are looking for a Senior Tax Manager for our Trust and Estates team! Leveraging your expertise in trust and estates (706, 709, 1041) tax matters & client relations, you’ll manage a national client list, delivering superior service. As their trusted advisor, you’ll tackle complex tax issues, craft strategic solutions, and offer risk management guidance. Your forward-thinking mindset will enhance service delivery, ensuring innovation remains at the forefront. In this role, you’ll collaborate with members across ODC and work as a united team, maintaining a fun work environment! You’ll also have the opportunity to drive our team’s growth through mentorship and coaching, encouraging a culture of continuous improvement and professional development. Key Responsibilities Manage client portfolio, consistently delivering high-quality service. Ensure accuracy and compliance with the preparation, review, and timely filing of all tax forms. Perform initial and/or final review of manager, tax senior, tax staff and intern work products. Enhance efficiency across project initiatives. Contribute to team empowerment & professional development by providing mentorship and supportive guidance. Stay up to date with tax regulations, conduct diligent research, and provide consultation on intricate tax matters. Contribute to business development and departmental efficiency enhancements. Required Qualifications CPA or EA Bachelor's degree in accounting, finance, or related field 10+ years of public accounting experience Trust & Estate tax expertise Experience directly managing and interacting with clients through a variety of channels Strong interpersonal and communication skills Attention to detail Proficiency with tax preparation and accounting software Preferred Qualifications Advanced knowledge of applicable accounting software: QuickBooks, CCH Axcess, Engagement, Thomson Reuters, or UltraTax Substantial knowledge of 706, 709, 1040, 1041, Partnerships, S-Corps, and 1099 Experience in individual clients, high net worth individuals, trust & estates, state tax, and pensions Who We Look For A perceptive team-player who excels in a progressive environment, blending sharp analytical skills with exceptional communication. A detail-oriented performer who embodies critical thinking and high standards. A proactive professional, constantly seeking to deliver outstanding service. Location At Opsahl Dawson, we’ve designed a flexible work structure that enables both teamwork and independence, enhancing our employees’ work experience while promoting personal well-being. This role will primarily sit out of either our Vancouver, WA or Bellevue, WA office, with hybrid flexibility. What We Offer Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth: Unlimited PTO Medical, Dental, Vision, & Voluntary Insurance Options 401(k) Matching Discretionary Bonus 12 Paid Holidays Flexible Scheduling Options Innovative Workplan System $500 annual Vacation Incentive Firm-wide shutdown Dec 24 - Jan 1 Commitment to Professional Development Equity Program Eligibility at Sr. Manager Level + top performing Managers How to Apply Submit your information in the application section directly below! This will include: Basic contact information Resume/CV and optional cover letter upload Work eligibility and compensation Voluntary demographic & self-ID questions The annual base salary range for this role is $100,000-$150,000. This range includes the anticipated low and high end of the salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level. At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Posted 6 days ago

Specialized Tax Services - Energy Incentives & Credits Senior Manager-logo
Specialized Tax Services - Energy Incentives & Credits Senior Manager
PwCDetroit, MI
Industry/Sector Not Applicable Specialism General Tax Consulting Management Level Senior 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. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model 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 Energy Incentives team you provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. As a Senior Manager you lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also responsible for building trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems. Responsibilities Lead major projects and confirm their successful execution Develop and refine processes to improve efficiency Uphold exceptional standards of operational excellence Engage with clients at a senior level to confirm project success Foster trust with diverse teams and stakeholders through open communication Inspire and guide teams to solve intricate problems Utilize specialized technical knowledge and industry insights Achieve results by leveraging the firm's broad service offerings What You Must Have Bachelor's Degree in Accounting, Taxation, Engineering, Sustainable Resource Management, Environmental Health/Engineering, Computer and Information Science 6 years of experience What Sets You Apart One of the following: CPA, Member of the Bar, Enrolled Agent or other tax, technology, or finance-specific credentials may qualify for this opportunity Basic accounting knowledge (tax accounting preferred) Knowledge of engineering or sustainability projects Understanding of Inflation Reduction Act and CHIPs Act of 2022 Understanding of fixed asset tax depreciation methods Identifying between personal and real property Project management skills Communicating key propositions Building and utilizing networks of client relationships Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $119,300 - $328,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 1 week ago

Tax Senior Manager - Not For Profit-logo
Tax Senior Manager - Not For Profit
WeaverMidland, TX
The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions. While our business is based in numbers, our success is truly based on people. It's why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver's core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm. Learn more about our services, industry experience and culture at weaver.com. Position Profile Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm! We serve a variety of tax-exempt and non-profit clients in multiple industries from healthcare, education, community outreach as well as many others. Our clients range from large, national level organizations to smaller local entities and everything in between. A Tax Senior Manager works closely with firm leadership and plays a key role in business development and team development. The ideal candidate is a CPA with 7+ years of experience in federal tax compliance, planning and consulting at a public accounting firm. To be successful in this role, the following qualifications are required: Bachelor's degree in Accounting or related field CPA with 7+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on tax-exempt and non-profit entities, including Forms 990, 990-EZ, 990-PF, and 990-T Additionally, the following qualifications are preferred: Master's degree in Accounting or related field Proven ability to manage, mentor and develop staff Strong relationship management and practice development skills Ability to attract and service new clients and expand services to existing clients Compensation and Benefits: At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. A reasonable estimate of the compensation range for this position is $141,000 to $290,000 in the California, Maryland, New Jersey, and New York Metropolitan areas. Actual compensation will be based on a variety of factors including but not limited to experience, skills, certifications, and geographical location. In addition to compensation packages, Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - Weaver benefits. We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm. WeaverLEAD We are committed to investing in the strength of our team. That is why we have created an internal leadership coaching program to train leaders to support other leaders at every level of the organization. The goal of WeaverLEAD is to inspire the growth and development of our leaders by: Leaning into the experience of exploring new ideas for each individual's growth as a leader. Engaging the coaching mindset at work with new ways of thinking about challenges and opportunities. Adapting to the transformation that takes place as a result of participating in the program. Developing yourself and others with coaching competencies to create a firm-wide culture of coaching. People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer. What's next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you! Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.

Posted 30+ days ago

Asset & Wealth Management - Renewable Energy Tax Manager-logo
Asset & Wealth Management - Renewable Energy Tax Manager
PwCIndianapolis, IN
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

Asheville, NC CPA Firm logo
Tax and Accounting Associate (Asheville Office)
Asheville, NC CPA FirmAsheville, North Carolina
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Job Description

Tax and Accounting Associate/Staff Accountant

Gould Killian is looking for enthusiastic, creative individuals to fill the role of a Tax and Accounting Associate in downtown Asheville.  

About the Position:

The successful candidate will assist with a variety of tax/accounting-related tasks including, but not limited to, the following:

    Preparation of personal, corporate, fiduciary and partnership tax returns
    Prepare property tax returns
    Working in accounting software to enter and review client data
    Participate in attest and audit engagements
    Participate in tax planning and basic tax research for various clients and special projects
    Collaborate with fellow team members of the firm on other projects as needed

About the Qualifications:

The ideal candidate will possess the following:

    Minimum B.A. or B.S. degree with an accounting major
    Desire to work as a member of a team working towards a common goal
    0-3 years tax/accounting experience
    Proficient working knowledge of GAAP and professional standards
    Ability to use Microsoft Office products and learn various accounting software  
    Possess excellent organizational and analytical skills
    Ability to work in a fast paced, hard working environment
    Outstanding verbal and written communication skills  
    CPA eligible

Must be willing to grow and develop as a member of our team!