12 jobs found

Description: BJM Group is a network of local accounting firms throughout Georgia and Florida. While the local firms under BJM may differ, we are one network and one team with a unified mission of profitable growth and outstanding client service. We provide top-notch accounting, tax, auditing, bookkeeping, and advisory services; and we are looking for an experienced Tax Manager - CPA or EA to join our team in Clearwater, FL Read the description below and apply today. To learn more about BJM Group, please visit . Why Should you work for BJM? We value your health & wellness! We offer 100% Employer paid dental & vision benefits with comprehensive options for medical insurance plans (85% employer paid!) and generous employer contributions to your HSA! We invest in your future! We match dollar for dollar up to 4% in our 401k retirement plan immediately upon enrollment Employee contributions are 100% vested from hire! We value work/life balance! Offering 17 days of paid time off (PTO) increasing to up to 27 days with seniority, 8 paid holidays plus 1 week end of year off, earned comp time off and half day Fridays during off tax season, and some remote work opportunities! We care about your mental health! Our Employee Assistance Program (EAP), offers confidential services for a variety of important needs all to support employee well-being to help you think, feel, and perform your best! We offer Company sponsored professional development, certification and memberships! We reward stellar performance with opportunities to earn comp time, incentives and bonuses! We are committed to providing a healthy and wholesome workplace culture with a team environment that is both positive and dynamic! We are a growing firm with lots of opportunities for career advancement! Job Title: Tax Manager Location: Clearwater, FL Classification: Full-Time/Exempt Salary: DOE Job Summary: The Tax Manager will be responsible for extensive tax research, and the management of services of the Firm's clients, including reviewing and approving tax returns and assisting clients with tax, financial and business planning. Duties and Responsibilities: Preparation and review of income tax returns for individuals, partnerships, S-corporations, C-corporations, trusts and estates. Develop and implement strategic tax planning. Lead and manage the client relationship with a focus on high-value quality tax advice and seek to expand services to clients. Interact directly with clients handling questions, planning, consulting, etc. Build relationships across lines of business to ensure excellent client service through an integrated service approach. Manage client needs with respect to tax services and federal and state tax compliance. Train and develop staff members. Remain up to date on current tax practices and changes in tax law. Respond to regulatory agencies. Research tax issues and provide guidance to clients. Develop and maintain professional rapport with clients. Prepare clients' accounting through financial statements. Conduct research and analysis on a variety of tax issues. Maintain effective control procedures over all aspects of the tax process. Mentor, train, and develop staff members and provide them with leadership and professional guidance. Maintain business relationships with existing clients and develop new relationships with potential clients to help grow the firm's clientele base and develop additional opportunities for the firm. Utilize project management and accounting best practices to organize and prioritize tasks and the tasks of other tax team members. Perform other related duties as assigned. Requirements: Required Skills and Abilities: Excellent verbal and written communication skills. Excellent organizational skills and attention to detail. Excellent time management skills with a proven ability to meet deadlines. Ability to function well in a high-paced and at times stressful environment. Strong tax research skills. Strong project management skills, tax research, and analytical skills. Must be organized, detail-oriented, proactive, deadline-driven, and able to work independently. Extensive knowledge of general financial accounting and cost accounting principles. Excellent computer skills and proficiency in Microsoft Office Suite. QuickBooks experience preferred. Advanced proficiency in various accounting management software, including but not limited to: UltraTax, Fixed Assets, Practice CS, and AdvanceFlow under Thomson Reuters. Education and Experience: Bachelor's degree in Accounting or related field required; Master's degree a plus. Active CPA license or EA required Minimum of 3 years recent public accounting experience Demonstrated leadership ability Well-developed decision-making skills and initiative to make those decisions Work calmly and effectively under pressure Prioritize a heavy work load and remain organized Physical Requirements: Prolonged periods sitting at a desk and working on a computer. BJM Group and BJM Employer Inc, is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities. Compensation details: 00 Yearly Salary PI3b2f1-

Description: BJM Group is a network of local accounting firms throughout Georgia and Florida. While the local firms under BJM may differ, we are one network and one team with a unified mission of profitable growth and outstanding client service. We provide top-notch accounting, tax, auditing, bookkeeping, and advisory services; and we are looking for an experienced Tax Manager - CPA or EA to join our team in Clearwater, FL Read the description below and apply today. To learn more about BJM Group, please visit . Why Should you work for BJM? We value your health & wellness! We offer 100% Employer paid dental & vision benefits with comprehensive options for medical insurance plans (85% employer paid!) and generous employer contributions to your HSA! We invest in your future! We match dollar for dollar up to 4% in our 401k retirement plan immediately upon enrollment Employee contributions are 100% vested from hire! We value work/life balance! Offering 17 days of paid time off (PTO) increasing to up to 27 days with seniority, 8 paid holidays plus 1 week end of year off, earned comp time off and half day Fridays during off tax season, and some remote work opportunities! We care about your mental health! Our Employee Assistance Program (EAP), offers confidential services for a variety of important needs all to support employee well-being to help you think, feel, and perform your best! We offer Company sponsored professional development, certification and memberships! We reward stellar performance with opportunities to earn comp time, incentives and bonuses! We are committed to providing a healthy and wholesome workplace culture with a team environment that is both positive and dynamic! We are a growing firm with lots of opportunities for career advancement! Job Title: Tax Manager Location: Clearwater, FL Classification: Full-Time/Exempt Salary: DOE Job Summary: The Tax Manager will be responsible for extensive tax research, and the management of services of the Firm's clients, including reviewing and approving tax returns and assisting clients with tax, financial and business planning. Duties and Responsibilities: Preparation and review of income tax returns for individuals, partnerships, S-corporations, C-corporations, trusts and estates. Develop and implement strategic tax planning. Lead and manage the client relationship with a focus on high-value quality tax advice and seek to expand services to clients. Interact directly with clients handling questions, planning, consulting, etc. Build relationships across lines of business to ensure excellent client service through an integrated service approach. Manage client needs with respect to tax services and federal and state tax compliance. Train and develop staff members. Remain up to date on current tax practices and changes in tax law. Respond to regulatory agencies. Research tax issues and provide guidance to clients. Develop and maintain professional rapport with clients. Prepare clients' accounting through financial statements. Conduct research and analysis on a variety of tax issues. Maintain effective control procedures over all aspects of the tax process. Mentor, train, and develop staff members and provide them with leadership and professional guidance. Maintain business relationships with existing clients and develop new relationships with potential clients to help grow the firm's clientele base and develop additional opportunities for the firm. Utilize project management and accounting best practices to organize and prioritize tasks and the tasks of other tax team members. Perform other related duties as assigned. Requirements: Required Skills and Abilities: Excellent verbal and written communication skills. Excellent organizational skills and attention to detail. Excellent time management skills with a proven ability to meet deadlines. Ability to function well in a high-paced and at times stressful environment. Strong tax research skills. Strong project management skills, tax research, and analytical skills. Must be organized, detail-oriented, proactive, deadline-driven, and able to work independently. Extensive knowledge of general financial accounting and cost accounting principles. Excellent computer skills and proficiency in Microsoft Office Suite. QuickBooks experience preferred. Advanced proficiency in various accounting management software, including but not limited to: UltraTax, Fixed Assets, Practice CS, and AdvanceFlow under Thomson Reuters. Education and Experience: Bachelor's degree in Accounting or related field required; Master's degree a plus. Active CPA license or EA required Minimum of 3 years recent public accounting experience Demonstrated leadership ability Well-developed decision-making skills and initiative to make those decisions Work calmly and effectively under pressure Prioritize a heavy work load and remain organized Physical Requirements: Prolonged periods sitting at a desk and working on a computer. BJM Group and BJM Employer Inc, is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities. Compensation details: 00 Yearly Salary PI3b2f1-

Description: BJM Group is a network of local accounting firms throughout Georgia and Florida. While the local firms under BJM may differ, we are one network and one team with a unified mission of profitable growth and outstanding client service. We provide top-notch accounting, tax, auditing, bookkeeping, and advisory services; and we are looking for an experienced Tax Manager - CPA or EA to join our team in Valdosta, GA. Read the description below and apply today. To learn more about BJM Group, please visit . Why Should you work for BJM? We value your health & wellness! We offer 100% Employer paid dental & vision benefits with comprehensive options for medical insurance plans (85% employer paid!) and generous employer contributions to your HSA! We invest in your future! We match dollar for dollar up to 4% in our 401k retirement plan immediately upon enrollment - Employee contributions are 100% vested from hire! We value work/life balance! Offering 17 days of paid time off (PTO) increasing to up to 27 days with seniority, 8 paid holidays plus 1 week end of year off, earned comp time off and half day Fridays during off tax season, and some remote work opportunities! We care about your mental health! Our Employee Assistance Program (EAP), offers confidential services for a variety of important needs - all to support employee well-being to help you think, feel, and perform your best! We offer Company sponsored professional development, certification and memberships! We reward stellar performance with opportunities to earn comp time, incentives and bonuses! We are committed to providing a healthy and wholesome workplace culture with a team environment that is both positive and dynamic! We are a growing firm with lots of opportunities for career advancement! Job Title: Tax Manager Location: Valdosta, GA Classification: Full-Time/Exempt Salary: DOE Job Summary: The Tax Manager will be responsible for extensive tax research, and the management of services of the Firm's clients, including reviewing and approving tax returns and assisting clients with tax, financial and business planning. Duties and Responsibilities: Preparation and review of income tax returns for individuals, partnerships, S-corporations, C-corporations, trusts and estates. Develop and implement strategic tax planning. Lead and manage the client relationship with a focus on high-value quality tax advice and seek to expand services to clients. Interact directly with clients handling questions, planning, consulting, etc. Build relationships across lines of business to ensure excellent client service through an integrated service approach. Manage client needs with respect to tax services and federal and state tax compliance. Train and develop staff members. Remain up to date on current tax practices and changes in tax law. Respond to regulatory agencies. Research tax issues and provide guidance to clients. Develop and maintain professional rapport with clients. Prepare clients' accounting through financial statements. Conduct research and analysis on a variety of tax issues. Maintain effective control procedures over all aspects of the tax process. Mentor, train, and develop staff members and provide them with leadership and professional guidance. Maintain business relationships with existing clients and develop new relationships with potential clients to help grow the firm's clientele base and develop additional opportunities for the firm. Utilize project management and accounting best practices to organize and prioritize tasks and the tasks of other tax team members. Perform other related duties as assigned. Requirements: Required Skills and Abilities: Excellent verbal and written communication skills. Excellent organizational skills and attention to detail. Excellent time management skills with a proven ability to meet deadlines. Ability to function well in a high-paced and at times stressful environment. Strong tax research skills. Strong project management skills, tax research, and analytical skills. Must be organized, detail-oriented, proactive, deadline-driven, and able to work independently. Extensive knowledge of general financial accounting and cost accounting principles. Excellent computer skills and proficiency in Microsoft Office Suite. QuickBooks experience preferred. Advanced proficiency in various accounting management software, including but not limited to: UltraTax, Fixed Assets, Practice CS, and AdvanceFlow under Thomson Reuters. Education and Experience: Bachelor's degree in Accounting or related field required; Master's degree a plus. Active CPA license or EA required Minimum of 3 years recent public accounting experience Demonstrated leadership ability Well-developed decision-making skills and initiative to make those decisions Work calmly and effectively under pressure Prioritize a heavy work load and remain organized Physical Requirements: Prolonged periods sitting at a desk and working on a computer. BJM Group and BJM Employer Inc, is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities. Compensation details: 00 Yearly Salary PI34a5e2bc4c90-8245

Description: BJM Group is a network of local accounting firms throughout Georgia and Florida. While the local firms under BJM may differ, we are one network and one team with a unified mission of profitable growth and outstanding client service. We provide top-notch accounting, tax, auditing, bookkeeping, and advisory services; and we are looking for an experienced Tax Manager - CPA or EA to join our team in Augusta, GA. Read the description below and apply today. To learn more about BJM Group, please visit . Why Should you work for BJM? We value your health & wellness! We offer 100% Employer paid dental & vision benefits with comprehensive options for medical insurance plans (85% employer paid!) and generous employer contributions to your HSA! We invest in your future! We match dollar for dollar up to 4% in our 401k retirement plan immediately upon enrollment - Employee contributions are 100% vested from hire! We value work/life balance! Offering 17 days of paid time off (PTO) increasing to up to 27 days with seniority, 8 paid holidays plus 1 week end of year off, earned comp time off and half day Fridays during off tax season, and some remote work opportunities! We care about your mental health! Our Employee Assistance Program (EAP), offers confidential services for a variety of important needs - all to support employee well-being to help you think, feel, and perform your best! We offer Company sponsored professional development, certification and memberships! We reward stellar performance with opportunities to earn comp time, incentives and bonuses! We are committed to providing a healthy and wholesome workplace culture with a team environment that is both positive and dynamic! We are a growing firm with lots of opportunities for career advancement! Job Title: Tax Manager Location: Augusta, GA Classification: Full-Time/Exempt Salary: DOE Job Summary: The Tax Manager will be responsible for extensive tax research, and the management of services of the Firm's clients, including reviewing and approving tax returns and assisting clients with tax, financial and business planning. Duties and Responsibilities: Preparation and review of income tax returns for individuals, partnerships, S-corporations, C-corporations, trusts and estates. Develop and implement strategic tax planning. Lead and manage the client relationship with a focus on high-value quality tax advice and seek to expand services to clients. Interact directly with clients handling questions, planning, consulting, etc. Build relationships across lines of business to ensure excellent client service through an integrated service approach. Manage client needs with respect to tax services and federal and state tax compliance. Train and develop staff members. Remain up to date on current tax practices and changes in tax law. Respond to regulatory agencies. Research tax issues and provide guidance to clients. Develop and maintain professional rapport with clients. Prepare clients' accounting through financial statements. Conduct research and analysis on a variety of tax issues. Maintain effective control procedures over all aspects of the tax process. Mentor, train, and develop staff members and provide them with leadership and professional guidance. Maintain business relationships with existing clients and develop new relationships with potential clients to help grow the firm's clientele base and develop additional opportunities for the firm. Utilize project management and accounting best practices to organize and prioritize tasks and the tasks of other tax team members. Perform other related duties as assigned. Requirements: Required Skills and Abilities: Excellent verbal and written communication skills. Excellent organizational skills and attention to detail. Excellent time management skills with a proven ability to meet deadlines. Ability to function well in a high-paced and at times stressful environment. Strong tax research skills. Strong project management skills, tax research, and analytical skills. Must be organized, detail-oriented, proactive, deadline-driven, and able to work independently. Extensive knowledge of general financial accounting and cost accounting principles. Excellent computer skills and proficiency in Microsoft Office Suite. QuickBooks experience preferred. Advanced proficiency in various accounting management software, including but not limited to: UltraTax, Fixed Assets, Practice CS, and AdvanceFlow under Thomson Reuters. Education and Experience: Bachelor's degree in Accounting or related field required; Master's degree a plus. Active CPA license or EA required Minimum of 3 years recent public accounting experience Demonstrated leadership ability Well-developed decision-making skills and initiative to make those decisions Work calmly and effectively under pressure Prioritize a heavy work load and remain organized Physical Requirements: Prolonged periods sitting at a desk and working on a computer. BJM Group and BJM Employer Inc, is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities. PI6bde7c5-

Description: BJM Group is a network of local accounting firms throughout Georgia and Florida. While the local firms under BJM may differ, we are one network and one team with a unified mission of profitable growth and outstanding client service. We provide top-notch accounting, tax, auditing, bookkeeping, and advisory services; and we are looking for an experienced Tax Manager - CPA or EA to join our team in Clearwater, FL Read the description below and apply today. To learn more about BJM Group, please visit . Why Should you work for BJM? We value your health & wellness! We offer 100% Employer paid dental & vision benefits with comprehensive options for medical insurance plans (85% employer paid!) and generous employer contributions to your HSA! We invest in your future! We match dollar for dollar up to 4% in our 401k retirement plan immediately upon enrollment - Employee contributions are 100% vested from hire! We value work/life balance! Offering 17 days of paid time off (PTO) increasing to up to 27 days with seniority, 8 paid holidays plus 1 week end of year off, earned comp time off and half day Fridays during off tax season, and some remote work opportunities! We care about your mental health! Our Employee Assistance Program (EAP), offers confidential services for a variety of important needs - all to support employee well-being to help you think, feel, and perform your best! We offer Company sponsored professional development, certification and memberships! We reward stellar performance with opportunities to earn comp time, incentives and bonuses! We are committed to providing a healthy and wholesome workplace culture with a team environment that is both positive and dynamic! We are a growing firm with lots of opportunities for career advancement! Job Title: Tax Manager Location: Clearwater, FL Classification: Full-Time/Exempt Salary: DOE Job Summary: The Tax Manager will be responsible for extensive tax research, and the management of services of the Firm's clients, including reviewing and approving tax returns and assisting clients with tax, financial and business planning. Duties and Responsibilities: Preparation and review of income tax returns for individuals, partnerships, S-corporations, C-corporations, trusts and estates. Develop and implement strategic tax planning. Lead and manage the client relationship with a focus on high-value quality tax advice and seek to expand services to clients. Interact directly with clients handling questions, planning, consulting, etc. Build relationships across lines of business to ensure excellent client service through an integrated service approach. Manage client needs with respect to tax services and federal and state tax compliance. Train and develop staff members. Remain up to date on current tax practices and changes in tax law. Respond to regulatory agencies. Research tax issues and provide guidance to clients. Develop and maintain professional rapport with clients. Prepare clients' accounting through financial statements. Conduct research and analysis on a variety of tax issues. Maintain effective control procedures over all aspects of the tax process. Mentor, train, and develop staff members and provide them with leadership and professional guidance. Maintain business relationships with existing clients and develop new relationships with potential clients to help grow the firm's clientele base and develop additional opportunities for the firm. Utilize project management and accounting best practices to organize and prioritize tasks and the tasks of other tax team members. Perform other related duties as assigned. Requirements: Required Skills and Abilities: Excellent verbal and written communication skills. Excellent organizational skills and attention to detail. Excellent time management skills with a proven ability to meet deadlines. Ability to function well in a high-paced and at times stressful environment. Strong tax research skills. Strong project management skills, tax research, and analytical skills. Must be organized, detail-oriented, proactive, deadline-driven, and able to work independently. Extensive knowledge of general financial accounting and cost accounting principles. Excellent computer skills and proficiency in Microsoft Office Suite. QuickBooks experience preferred. Advanced proficiency in various accounting management software, including but not limited to: UltraTax, Fixed Assets, Practice CS, and AdvanceFlow under Thomson Reuters. Education and Experience: Bachelor's degree in Accounting or related field required; Master's degree a plus. Active CPA license or EA required Minimum of 3 years recent public accounting experience Demonstrated leadership ability Well-developed decision-making skills and initiative to make those decisions Work calmly and effectively under pressure Prioritize a heavy work load and remain organized Physical Requirements: Prolonged periods sitting at a desk and working on a computer. BJM Group and BJM Employer Inc, is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities. Compensation details: 00 Yearly Salary PIea001fdd24f6-1800

Positio n Overview This Wealth Advisor position will play a crucial role in guiding our clients in the Sarasota and Manatee Markets, with the Sarasota Office serving as the homebase location. It is the goal of the Wealth Advisor to enhance the profitability and value of the Bank and BT Wealth Advisors by providing sound financial advice and counsel consistent with the client's goals and risk tolerance, and to meet organizational revenue targets. The Wealth Advisor enhances and leverages strong client relationships building skills in connection with the provision of financial planning and investment advice to clients while meeting personal, professional, and organizational revenue goals. Wealth Advisors are responsible for finding new clients, building relationships and collaborating with peers and key stakeholders, creating investment plans and recommending investments for individuals, business and non-profit organizations and others. Primary Duties and Responsibilities Client Relationship Management Serve as the trusted advisor for high net worth and ultra-high net worth clients - delivering personalized, relationship-based wealth management services Build deep, lasting client relationships by providing proactive guidance and frequent touchpoints tailored to the client's unique financial goals, values and family dynamics Conduct regular reviews of financial plans and investment portfolios to ensure alignment with clients' evolving needs, risk tolerance and market conditions Comprehensive Financial Planning Develop and present customized financial plans encompassing retirement, tax efficiency, estate planning, cash flow management, business succession and charitable gifting Integrate the bank's full range of services - including lending, deposit and trust solutions Provide clear and confident communication around financial planning assumptions, portfolio allocations, and long-term wealth-building strategies Investment Advisory & Market Expertise Guide clients through asset allocation and investment decisions in coordination with the bank's Portfolio Manager Stay informed on market trends, interest rates and economic data to provide context and advice during periods of volatility or opportunity Review investment performance with clients, identifying opportunities for portfolio rebalancing and tax-efficient strategies Trust & Estate Planning Collaboration Recognize client needs and opportunities where Trust Services are appropriate and coordinate with the Bank's Trust department Educate clients on the value of using the Bank as a corporate trustee, particularly in complex estate planning scenarios Center of Influence (COI) Development & Community Engagement Develop and maintain strong relationships with internal partners and external COIs (estate attorneys, CPAs, local business leaders) Generate referrals through active participation in community events, philanthropic initiatives and professional networking groups Acts as a cultural ambassador - representing the bank's values in all interactions with clients, prospects and community stakeholders This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Minimum Qualifications 5+ years' experience in a financial services environment. Proficient in Microsoft Office suite, and financial application software. 4- Year Undergraduate Degree (e.g., BS or BA) preferably with a business or finance focus. Certified Financial Planner (CFP) Certification Series 7 licensing Series 66 licensing Working knowledge of Trust/Estate Planning Knowledge of Codes of Conduct, securities laws and regulations Local travel required 20-60% Must possess a valid driver's license Preferred Qualifications Full insurance licensing Our Way Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work Make a meaningful difference in our community through our service and financial support Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators Benefits You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight: Eligibility for health, dental, vision, life and disability insurance coverages Retirement Plan - 401k with matching ESOP- Employee Stock Ownership Plan Time away from work - vacation time, sick time and holidays Paid parental leave Tuition Assistance Professional development opportunities THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER A DRUG FREE WORKPLACE E-VERIFY EMPLOYER PI66271fe5-

Description: BJM Group is a network of local accounting firms throughout Georgia and Florida. While the local firms under BJM may differ, we are one network and one team with a unified mission of profitable growth and outstanding client service. We provide top-notch accounting, tax, auditing, bookkeeping, and advisory services; and we are looking for an experienced Tax Manager - CPA or EA to join our team in Duluth. Read the description below and apply today. To learn more about BJM Group, please visit . Why Should you work for BJM? We value your health & wellness! We offer 100% Employer paid dental & vision benefits with comprehensive options for medical insurance plans (85% employer paid!) and generous employer contributions to your HSA! We invest in your future! We match dollar for dollar up to 4% in our 401k retirement plan immediately upon enrollment - Employee contributions are 100% vested from hire! We value work/life balance! Offering 17 days of paid time off (PTO) increasing to up to 27 days with seniority, 8 paid holidays plus 1 week end of year off, earned comp time off and half day Fridays during off tax season, and some remote work opportunities! We care about your mental health! Our Employee Assistance Program (EAP), offers confidential services for a variety of important needs - all to support employee well-being to help you think, feel, and perform your best! We offer Company sponsored professional development, certification and memberships! We reward stellar performance with opportunities to earn comp time, incentives and bonuses! We are committed to providing a healthy and wholesome workplace culture with a team environment that is both positive and dynamic! We are a growing firm with lots of opportunities for career advancement! Job Title: Tax Manager Location: Duluth, GA Classification: Full-Time/Exempt Salary: DOE Job Summary: The Tax Manager will be responsible for extensive tax research, and the management of services of the Firm's clients, including reviewing and approving tax returns and assisting clients with tax, financial and business planning. Duties and Responsibilities: Preparation and review of income tax returns for individuals, partnerships, S-corporations, C-corporations, trusts and estates. Develop and implement strategic tax planning. Lead and manage the client relationship with a focus on high-value quality tax advice and seek to expand services to clients. Interact directly with clients handling questions, planning, consulting, etc. Build relationships across lines of business to ensure excellent client service through an integrated service approach. Manage client needs with respect to tax services and federal and state tax compliance. Train and develop staff members. Remain up to date on current tax practices and changes in tax law. Respond to regulatory agencies. Research tax issues and provide guidance to clients. Develop and maintain professional rapport with clients. Prepare clients' accounting through financial statements. Conduct research and analysis on a variety of tax issues. Maintain effective control procedures over all aspects of the tax process. Mentor, train, and develop staff members and provide them with leadership and professional guidance. Maintain business relationships with existing clients and develop new relationships with potential clients to help grow the firm's clientele base and develop additional opportunities for the firm. Utilize project management and accounting best practices to organize and prioritize tasks and the tasks of other tax team members. Perform other related duties as assigned. Requirements: Required Skills and Abilities: Excellent verbal and written communication skills. Excellent organizational skills and attention to detail. Excellent time management skills with a proven ability to meet deadlines. Ability to function well in a high-paced and at times stressful environment. Strong tax research skills. Strong project management skills, tax research, and analytical skills. Must be organized, detail-oriented, proactive, deadline-driven, and able to work independently. Extensive knowledge of general financial accounting and cost accounting principles. Excellent computer skills and proficiency in Microsoft Office Suite. QuickBooks experience preferred. Advanced proficiency in various accounting management software, including but not limited to: UltraTax, Fixed Assets, Practice CS, and AdvanceFlow under Thomson Reuters. Education and Experience: Bachelor's degree in Accounting or related field required; Master's degree a plus. Active CPA license or EA required Minimum of 3 years recent public accounting experience Demonstrated leadership ability Well-developed decision-making skills and initiative to make those decisions Work calmly and effectively under pressure Prioritize a heavy work load and remain organized Physical Requirements: Prolonged periods sitting at a desk and working on a computer. BJM Group and BJM Employer Inc, is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities. Compensation details: 00 Yearly Salary PI1e0a947f8fd6-4456

What we seek: We are seeking highly motivated Tax Managers to join our dynamic Tax Services division. Our team helps clients improve their tax efficiencies and facilitate better decision making. This role is focused on helping businesses with tax strategy, ensuring tax compliance, increasing post tax profits, and providing application support to achieve the best corporate tax practices. If you are looking for career advancement and want to be part of an environment where you can learn, develop, and contribute, we are interested in meeting you. About us: GERSON PRESTON KLEIN LIPS EISENBERG GELBER is a certified public accounting firm with offices in Miami and Boca Raton, Florida. Established in 1959 with nearly 60 plus professionals, we are one of the premier boutique firms in South Florida. Our tax team provides planning and tax compliance services for domestically and internationally based clients in diverse industries. Responsibilities of the Tax Manager role: -Review tax returns for individuals, partnerships, and corporation -Review tax adjustments to financial statements to prepare returns -Contribute the highest quality work product through rigorous development of technical expertise, compliance assurance, and business acumen. -Confidently and effectively manage engagements, resources, people, and client expectations to achieve the results required to maintain profitable and lasting client relationships. -Consistently handle the complete client engagement and relationship. -Ensure expectations are clear with the Client Ambassador on deadlines and expectations. -Employs a reliable system for fulfilling responsibility for overall client engagement workflow of a particular client or clients. -Establish engagement project budgets and due dates. -Completes engagements on time, on budget, with highest quality. -Effectively handle firm administrative functions and projects as assigned by partners. This includes time, entry, billing, collections, change orders, and utilizing firm metrics to measure performance. Position Requirements of the Tax Manager role: Bachelor's degree in Accounting or Taxation; Master's degree in taxation is a plus CPA License or eligibility to take CPA exam preferred Experience using tax preparation software and applications. Excellent analytical and technical skills Great communicator with the ability to convey both analysis and findings to management and external clients (verbal and written) Ability to work in cross-functional, entrepreneurial atmosphere to achieve measurable results and improve existing processes. Trust and estate experience Ability to work on multiple projects at a given time. Motivated to meet client deadlines and provide superior client service A team player with strong relationship skills Benefits: 401k Health Insurance Dental Vision Paid Time Off Wellness Plan Bonus Powered by JazzHR PI5df5-

As a Senior Manager / Director in our Tax Credits and Incentives Advisory (TCIA) Practice, you will draw on experience in accounting and taxation to provide tax equity investment consulting services for clients. You will be a leader in a team comprised of professionals with significant experience in the credits and incentives space. We are looking for someone with Energy Credits experience. Cherry Bekaert is aware that significant expertise is required in the market to structure green energy transactions to maximize monetization of these attributes. Maximizing project value in the green energy space requires complex partnership structures splitting tax attributes from cash. Tax equity investors, private equity investors, and developers require detailed partnership tax models to value their investment. You will be the leader of a small team with significant industry deal and modeling experience in order to build out Cherry Bekaert's renewable energy practice. Cherry Bekaert is interested in providing tax equity investment opportunities to its current client base as well as developing a new client base in this space. What you bring to the role: 8+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns Bachelor's degree in accounting, finance, or other business-related field Knowledge of HLBV Accounting Concepts Certified or in the process of obtaining a CPA, enrolled agent, or other appropriate certification Demonstrated advanced understanding of Subchapter K Financial modeling expertise Travel up to 10% Skills you need for this role? Previous Big 4 experience Knowledge of the soon to be enacted energy tax incentives passed by Congress Experience working in a fast-paced, team environment Strong verbal and written communication skills Knowledge of fund accounting and general ledger accounting Demonstrated basic understanding of Subchapter K and investment partnership taxation Demonstrated knowledge of tax equity investment structures Knowledge of the investment and production tax credits associated with wind, solar, biomass projects 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 Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing Flexibility to do impactful work and the time to enjoy your life outside of work 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 LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP 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 . Cherry Bekaert cares about its people. We offer a competitive compensation package where you will be rewarded based on your performance and recognized for the value you bring to our business. In addition, we offer a comprehensive, high-quality which includes 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. For positions in Colorado, visit the following link for information related to Colorado's Equal Pay for Equal Work Act: (url removed) 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 LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at and follow us on , , , and . 2022 Cherry Bekaert. All Rights Reserved. No agency candidates, please.

ROLE SUMMARY At Pfizer we make medicines and vaccines that change patients' lives with a global reach of over 780 million patients. Pfizer Digital is the organization charged with winning the digital race in the pharmaceutical industry. We apply our expertise in technology, innovation, and our business to support Pfizer in this mission. The Digital Finance, Global Supply, and Center for Digital Innovation organization creates, configures, and runs digital products, platforms, and solutions that support Pfizer's core business functions such as Global Manufacturing and Supply, Financial Consolidations, Planning, Budgeting & Forecasting, Treasury, Tax, Compliance, Internal and External Reporting. The Manager, Portfolio and Operations, is part of a team which supports the operational and project budgets for these delivery organizations. This role is the primary point of contact responsible for the financial oversight and treatment of the Digital Finance, Global Supply, and Center for Digital Innovation operational budget. The Manager performs operational activities to ensure key financial commitments are achieved including but not limited to operating expense management, annual budgeting, quarterly forecasting, and month end close activities. The position will perform this function in partnership with the Digital Finance, Global Supply, and Center for Digital Innovation (LT) members and will work directly for the Sr. Director of Portfolio & Operations. This role will require strong analytical ability, coupled with knowledge of business / finance analysis tools and methodologies. The Manager will be expected to coordinate the work of the team members focused on operational budgets and ensure the team responds to requests in an efficient and timely manner. The Manager will also need to partner with the team members which support the business funded portfolio to ensure budget transfers are received for incremental ongoing spend generated from these projects. ROLE RESPONSIBILITIES Design, maintain, and own the Digital Finance, Global Supply, and Center for Digital Innovation financial management framework Own and manage the oversight of the Digital Finance, Global Supply, and Center for Digital Innovation financials and have a strong understanding of where, why, and how the group's finances are spent. Make recommendations for where financial adjustments should be made, as necessary Accountable for annual and month end delivery of financials as required by Enabling Finance Ownership and accountability of month end financial accounting processing (e.g. Accruals, Transfers, Depreciation, etc.) Partner with Portfolio teams to ensure seamless transition from project costs to ongoing BAU charges including necessary budget transfers Ownership of monthly reporting to leadership team and their leadership teams/budget owners Identify and resolve monthly accounting discrepancies (e.g. Accruals, Transfers, Depreciation, etc.) Own the fixed asset financial management including the annual depreciation projections (transitions in and out), quarterly forecasting and impairment reviews. Periodically review the largest contracts for leadership members to identify opportunities to reduce costs. Work with Sr. Director Portfolio & Operations to manage annual budgeting processes. Ensure that all financial targets are met Root Cause Research - Research business related variances, identify variance as manual accounting error or legitimate business movement, follow-up with Global Business Services or market colleagues to resolve variance BASIC QUALIFICATIONS Bachelor's degree from an accredited college or university, with finance/accounting or related field 5 or more years of relevant financial management experience Competency with spreadsheets & financial modelling (comfort with data manipulation and financial systems) Knowledge of Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS) Excellent analytical skills, attention to detail, and time management skills Excellent written and verbal communication skills Strong negotiation and influencing skills Continuous improvement experience Ability to work in fast paced environment across multiple projects simultaneously PREFERRED QUALIFICATIONS CPA certification Deep understanding of Pfizer's domestic and international financial processes Effective use of Microsoft Office products to develop presentations toexplain financial concepts and variances to non-financial professionals Experience with SAP and Business Intelligence tools Quickly learns new skills and tools NON-STANDARD WORK SCHEDULE, TRAVEL OR ENVIRONMENT REQUIREMENTS Minimal Travel Additional hours may be required during the week of the monthly financial close process Other Job Details: Last Date to Apply: 9/24/21 No relocation assistance provided Pfizer requires all U.S. new hires to be fully vaccinated for COVID-19 prior to the first date of employment. As required by applicable law, Pfizer will consider requests for Reasonable Accommodations. Sunshine ActPfizer reports payments and other transfers of value to health care providers as required by federal and state transparency laws and implementing regulations. These laws and regulations require Pfizer to provide government agencies with information such as a health care provider's name, address and the type of payments or other value received, generally for public disclosure. Subject to further legal review and statutory or regulatory clarification, which Pfizer intends to pursue, reimbursement of recruiting expenses for licensed physicians may constitute a reportable transfer of value under the federal transparency law commonly known as the Sunshine Act. Therefore, if you are a licensed physician who incurs recruiting expenses as a result of interviewing with Pfizer that we pay or reimburse, your name, address and the amount of payments made currently will be reported to the government. If you have questions regarding this matter, please do not hesitate to contact your Talent Acquisition representative.EEO & Employment EligibilityPfizer is committed to equal opportunity in the terms and conditions of employment for all employees and job applicants without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, national origin, disability or veteran status. Pfizer also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as work authorization and employment eligibility verification requirements of the Immigration and Nationality Act and IRCA. Pfizer is an E-Verify employer.Information & Business Tech