Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 41 offices in 15 states across the Midwest and western United States and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it! Why You'll Love Working Here At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our culture focuses on collaboration to achieve career growth. Innovation is highly encouraged, which is where programs like our EB Xchange originate. This program allows interested tax and audit employees to complete a rotation into a specialty area. We promote happy employees by making work/life balance a priority along with being actively involved in our communities. Our dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year. Most importantly, we like to have fun! We offer a professional and fun work environment with frequent lunch and learns, socials, contests, outings and other events. Typical Day in the Life In this role you will work with clients in various healthcare care provider settings (hospital, health system, skilled nursing and other senior care, medical/surgical, other ancillary healthcare services) to provide consulting, reimbursement, audit and accounting services. A typical day as a Healthcare Accounting & Finance Senior Associate might include the following: Provides onsite and offsite consulting services related to healthcare financial, operational and industry issues. Researches new and existing regulations and laws related to healthcare. Attends various healthcare association meetings and conferences as a presenter and marketer as needed. Provides internal educational sessions to staff to increase awareness of healthcare issues and service offerings. Requests and collects appropriate information to diagnose and solve client problems. Coordinates various activities to meet client needs within a specified time frame. Understands and applies work procedures and effectively tailors plans as necessary. Maintains awareness of general business trends and issues, and applies that knowledge to client issues and solutions. Participates in the area of business development. Participates in community organizations and industry functions. Ensures timely and accurate performance on assigned projects. Maintains compliance with project budgets, turnaround times, and deadlines. Who You Are You have a Bachelor's Degree in Accounting, Business, or Healthcare Administration preferred. You have 3-5 years of healthcare industry - financial, operational, budgeting, coding, or reimbursement experience. You have well-rounded knowledge of terminology, policies and practices, and financial programs of healthcare systems. You have knowledge of laws and regulations related to the healthcare industry. You have strong verbal and written communications skills and effective presentation skills. You can work on multiple projects and meet deadlines by setting priorities with work projects. You can establish and maintain effective working relationships with co-workers and clients. You are proficient with computers, Microsoft Office (Word and Excel) and using various software packages. Location: Hybrid in one of our Eide Bailly office is preferred, but open to telecommute Must be authorized to work in the United States now or in the future without visa sponsorship. Benefits and Compensation Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying salary ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Salary Range: $70,000 - $100,000 Beyond base salary, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. What to Expect Next We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.
04/18/2024
Full time
Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 41 offices in 15 states across the Midwest and western United States and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it! Why You'll Love Working Here At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our culture focuses on collaboration to achieve career growth. Innovation is highly encouraged, which is where programs like our EB Xchange originate. This program allows interested tax and audit employees to complete a rotation into a specialty area. We promote happy employees by making work/life balance a priority along with being actively involved in our communities. Our dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year. Most importantly, we like to have fun! We offer a professional and fun work environment with frequent lunch and learns, socials, contests, outings and other events. Typical Day in the Life In this role you will work with clients in various healthcare care provider settings (hospital, health system, skilled nursing and other senior care, medical/surgical, other ancillary healthcare services) to provide consulting, reimbursement, audit and accounting services. A typical day as a Healthcare Accounting & Finance Senior Associate might include the following: Provides onsite and offsite consulting services related to healthcare financial, operational and industry issues. Researches new and existing regulations and laws related to healthcare. Attends various healthcare association meetings and conferences as a presenter and marketer as needed. Provides internal educational sessions to staff to increase awareness of healthcare issues and service offerings. Requests and collects appropriate information to diagnose and solve client problems. Coordinates various activities to meet client needs within a specified time frame. Understands and applies work procedures and effectively tailors plans as necessary. Maintains awareness of general business trends and issues, and applies that knowledge to client issues and solutions. Participates in the area of business development. Participates in community organizations and industry functions. Ensures timely and accurate performance on assigned projects. Maintains compliance with project budgets, turnaround times, and deadlines. Who You Are You have a Bachelor's Degree in Accounting, Business, or Healthcare Administration preferred. You have 3-5 years of healthcare industry - financial, operational, budgeting, coding, or reimbursement experience. You have well-rounded knowledge of terminology, policies and practices, and financial programs of healthcare systems. You have knowledge of laws and regulations related to the healthcare industry. You have strong verbal and written communications skills and effective presentation skills. You can work on multiple projects and meet deadlines by setting priorities with work projects. You can establish and maintain effective working relationships with co-workers and clients. You are proficient with computers, Microsoft Office (Word and Excel) and using various software packages. Location: Hybrid in one of our Eide Bailly office is preferred, but open to telecommute Must be authorized to work in the United States now or in the future without visa sponsorship. Benefits and Compensation Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying salary ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Salary Range: $70,000 - $100,000 Beyond base salary, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. What to Expect Next We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.
Job description: Accounting Manager- Remote Our client is a multi-generational family office service organization that provides investment advice, accounting/tax services, business operations consulting and philanthropic/ strategic planning services to high-net-worth families. This talented and creative organization provides high quality service to meet the very particular needs of its exacting clients. The group operates in the style of private bankers and trust officers and is relied upon to provide independent advice and to protect the long-term interests of clients. The Accounting Manager will provide financial administrative and reporting support for business and non-business activities. The role is a mixture of on-going responsibilities and ad-hoc accounting/ business projects. The organization has multiple entities and involvement in a wide range of investment, business and philanthropic activities. The Accounting Manager must have a strong understanding of entity accounting principles. The selected individual will be part of a seven person financial organization and report to the Chief Financial Officer of the organization. Responsibilities include; - Financial Reporting: Prepare and analyze financial statements for various entities within the organization, ensuring accuracy and compliance with regulatory standards. - Audit Oversight: Coordinate and oversee external audits, ensuring timely completion and adherence to audit procedures. Provide support and documentation as required during audit processes. - QuickBooks Expertise: Utilize QuickBooks to maintain accurate financial records, reconcile accounts, and generate financial reports as needed. - Budgeting and Forecasting: Assist in the development of annual budgets and forecasts, providing insights and recommendations to optimize financial performance. - Preparation of ad hoc client banking and financial requests - Process Improvement: Identify opportunities for process optimization and efficiency enhancements within the accounting function, implementing best practices where applicable. - Preparation of tax returns and liaison with tax staff - Compliance and Regulation: Stay abreast of regulatory changes and ensure compliance with relevant accounting standards, tax laws, and other regulatory requirements. - Client Relations: Build and maintain strong relationships with family members and other stakeholders, providing financial insights and guidance as needed. Qualifications: Qualifications: - Bachelors degree in accounting, finance or related field required; CPA is strongly preferred - Ten (10) plus years of relevant experience is required - Relevant experience includes tenure in a public accounting firm, investment accounting experience, prior involvement with a family office and/or a wealth services organization - This is a staff role but requires extensive collaboration with family stakeholders and outside service providers - The role is designed to be manageable, interesting and interactive with a strong group of financial professionals This highly creative organization facilitates investment, accounting/tax, philanthropic, and strategic planning services to clients. You will be an integral member of the national finance department which coordinates outsourced services from world-class national law and accounting firms with internal tax/accounting staff. This combined professional team provides comprehensive, multi-generational accounting, planning, tax and management services for individuals, trusts, investment partnerships, nonprofits, and operating companies. Industry exposure includes family offices, hedge funds, Venture Capital, domestic and international, profit and not for profit. They provide exceptional personal service while delivering outstanding technical expertise to their clients. Why is This a Great Opportunity: This is a great opportunity for an accounting professional that is working in a mid-sized public accounting firm and wants professionalism and a sustainable level of expectations; an individual with family office experience looking for new challenges and a remote work environment or a professional with investment accounting experience looking to work in an organization that pursues a wide range of investment options. The client is looking for an individual that values continued employment and wishes to make a longer term commitment to an organization. An individual with a resume that demonstrates that level of commitment is preferred.
04/18/2024
Full time
Job description: Accounting Manager- Remote Our client is a multi-generational family office service organization that provides investment advice, accounting/tax services, business operations consulting and philanthropic/ strategic planning services to high-net-worth families. This talented and creative organization provides high quality service to meet the very particular needs of its exacting clients. The group operates in the style of private bankers and trust officers and is relied upon to provide independent advice and to protect the long-term interests of clients. The Accounting Manager will provide financial administrative and reporting support for business and non-business activities. The role is a mixture of on-going responsibilities and ad-hoc accounting/ business projects. The organization has multiple entities and involvement in a wide range of investment, business and philanthropic activities. The Accounting Manager must have a strong understanding of entity accounting principles. The selected individual will be part of a seven person financial organization and report to the Chief Financial Officer of the organization. Responsibilities include; - Financial Reporting: Prepare and analyze financial statements for various entities within the organization, ensuring accuracy and compliance with regulatory standards. - Audit Oversight: Coordinate and oversee external audits, ensuring timely completion and adherence to audit procedures. Provide support and documentation as required during audit processes. - QuickBooks Expertise: Utilize QuickBooks to maintain accurate financial records, reconcile accounts, and generate financial reports as needed. - Budgeting and Forecasting: Assist in the development of annual budgets and forecasts, providing insights and recommendations to optimize financial performance. - Preparation of ad hoc client banking and financial requests - Process Improvement: Identify opportunities for process optimization and efficiency enhancements within the accounting function, implementing best practices where applicable. - Preparation of tax returns and liaison with tax staff - Compliance and Regulation: Stay abreast of regulatory changes and ensure compliance with relevant accounting standards, tax laws, and other regulatory requirements. - Client Relations: Build and maintain strong relationships with family members and other stakeholders, providing financial insights and guidance as needed. Qualifications: Qualifications: - Bachelors degree in accounting, finance or related field required; CPA is strongly preferred - Ten (10) plus years of relevant experience is required - Relevant experience includes tenure in a public accounting firm, investment accounting experience, prior involvement with a family office and/or a wealth services organization - This is a staff role but requires extensive collaboration with family stakeholders and outside service providers - The role is designed to be manageable, interesting and interactive with a strong group of financial professionals This highly creative organization facilitates investment, accounting/tax, philanthropic, and strategic planning services to clients. You will be an integral member of the national finance department which coordinates outsourced services from world-class national law and accounting firms with internal tax/accounting staff. This combined professional team provides comprehensive, multi-generational accounting, planning, tax and management services for individuals, trusts, investment partnerships, nonprofits, and operating companies. Industry exposure includes family offices, hedge funds, Venture Capital, domestic and international, profit and not for profit. They provide exceptional personal service while delivering outstanding technical expertise to their clients. Why is This a Great Opportunity: This is a great opportunity for an accounting professional that is working in a mid-sized public accounting firm and wants professionalism and a sustainable level of expectations; an individual with family office experience looking for new challenges and a remote work environment or a professional with investment accounting experience looking to work in an organization that pursues a wide range of investment options. The client is looking for an individual that values continued employment and wishes to make a longer term commitment to an organization. An individual with a resume that demonstrates that level of commitment is preferred.
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for an Assurance Senior Associate to join the team in our Chicago office/practice. This is a hybrid position. Hybrid employees are expected to alternate time between both remote and office. At CohnReznick, we believe in creating the conditions in which everyone can do their best work, collaborate, learn and build community. This results in our ability to create opportunities for our people, make a difference for our clients and strengthen our internal and external communities. YOUR TEAM. This position will support our Commercial Real Estate and Financial Services Group. You will work on a team with other Associates, Senior Associates, Managers, Senior Managers, and Partners. This team has a passion for what they do and a focus on consistently delivering value to our clients. WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: Take responsibility for pre-engagement planning, execution, and final deliverables Develop detailed engagement work plans Manage a team of staff associates including interns Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership YOUR EXPERIENCE. The successful candidate will have: 3+ years of work experience in another public accounting firm Bachelor's Degree required Some Commercial Real Estate or Financial Services Industry experience is preferred CPA licensure achieved or eligibility to sit for the exam Strong experience using Microsoft Office Suite Knowledge of audit software such as CaseWare or ProSystem FX Exceptional organizational and communication (verbal and written) skills After reviewing this job posting, are you hesitating to apply because you don't meet every single requirement? Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
04/18/2024
Full time
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for an Assurance Senior Associate to join the team in our Chicago office/practice. This is a hybrid position. Hybrid employees are expected to alternate time between both remote and office. At CohnReznick, we believe in creating the conditions in which everyone can do their best work, collaborate, learn and build community. This results in our ability to create opportunities for our people, make a difference for our clients and strengthen our internal and external communities. YOUR TEAM. This position will support our Commercial Real Estate and Financial Services Group. You will work on a team with other Associates, Senior Associates, Managers, Senior Managers, and Partners. This team has a passion for what they do and a focus on consistently delivering value to our clients. WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: Take responsibility for pre-engagement planning, execution, and final deliverables Develop detailed engagement work plans Manage a team of staff associates including interns Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership YOUR EXPERIENCE. The successful candidate will have: 3+ years of work experience in another public accounting firm Bachelor's Degree required Some Commercial Real Estate or Financial Services Industry experience is preferred CPA licensure achieved or eligibility to sit for the exam Strong experience using Microsoft Office Suite Knowledge of audit software such as CaseWare or ProSystem FX Exceptional organizational and communication (verbal and written) skills After reviewing this job posting, are you hesitating to apply because you don't meet every single requirement? Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Tax Senior Associate to join the team in our Los Angeles or Woodland Hills, CA office with our Financial Services Group in a hybrid or remote capacity. YOUR TEAM. As part of the Financial Sponsors & Financial Services team, you'll work with some of the nation's leading private equity, venture capital, hedge, real estate, cannabis, private credit, and other alternative investment funds. You'll gain valuable knowledge of the capital markets ecosystem and use it to deliver the comprehensive transaction, fund, and portfolio company audit, tax, and value creation solutions. As a result of the unique organizational structure of most private investment funds, you'll collaborate with other CohnReznick industry and service line team members to deliver outstanding technical and client service. Located in almost every financial center across the United States-New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence and timely response to questions and requests. WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: Work with a team to meet various department deadlines throughout the year Preparing the following types of tax returns: business tax returns including 1120, 1120-S & 1065; experience with tax provision preferred Assist with the process and review of tax returns Various financial analysis including but not limited to balance sheets and income statements Proficient in using various department software platforms Ad hoc projects YOUR EXPERIENCE. The successful candidate will have: 3+ years of work experience in another public accounting firm Financial Services Experience preferred Heavy Partnership Experience preferred Bachelor's Degree required CPA licensure achieved or eligibility to sit for the exam Strong experience using Microsoft Office Suite Knowledge of audit software such as CaseWare or ProSystem FX Exceptional organizational and communication (verbal and written) skills Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. You may be just the right candidate for this or one of our other roles. In California, the salary range for Tax Senior Associates is $80,000 - $115,000. Salary determination will vary based on factors such as a candidate's geographical location, qualifications, experience, skills, and competencies. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus; generous paid time off; expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit . CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
04/18/2024
Full time
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Tax Senior Associate to join the team in our Los Angeles or Woodland Hills, CA office with our Financial Services Group in a hybrid or remote capacity. YOUR TEAM. As part of the Financial Sponsors & Financial Services team, you'll work with some of the nation's leading private equity, venture capital, hedge, real estate, cannabis, private credit, and other alternative investment funds. You'll gain valuable knowledge of the capital markets ecosystem and use it to deliver the comprehensive transaction, fund, and portfolio company audit, tax, and value creation solutions. As a result of the unique organizational structure of most private investment funds, you'll collaborate with other CohnReznick industry and service line team members to deliver outstanding technical and client service. Located in almost every financial center across the United States-New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence and timely response to questions and requests. WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: Work with a team to meet various department deadlines throughout the year Preparing the following types of tax returns: business tax returns including 1120, 1120-S & 1065; experience with tax provision preferred Assist with the process and review of tax returns Various financial analysis including but not limited to balance sheets and income statements Proficient in using various department software platforms Ad hoc projects YOUR EXPERIENCE. The successful candidate will have: 3+ years of work experience in another public accounting firm Financial Services Experience preferred Heavy Partnership Experience preferred Bachelor's Degree required CPA licensure achieved or eligibility to sit for the exam Strong experience using Microsoft Office Suite Knowledge of audit software such as CaseWare or ProSystem FX Exceptional organizational and communication (verbal and written) skills Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. You may be just the right candidate for this or one of our other roles. In California, the salary range for Tax Senior Associates is $80,000 - $115,000. Salary determination will vary based on factors such as a candidate's geographical location, qualifications, experience, skills, and competencies. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus; generous paid time off; expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit . CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Senior Tax Associate to join our SALT team within our National Tax group. This position can be based in our Parsippany, NJ office or remotely. YOUR TEAM. This position will support our National Tax Team, which in turn supports the firm's broader tax practice. The right candidate will have a growth mindset and look for ways to expand their knowledge within both the tax space associated with their specialized services and varying industries. They will also be eager to collaborate on thought leadership, webinars, and seminars while remaining results focused on assisting both internal and external clients in achieving their wide-ranging business goals. WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: Leading state and local tax audits of direct and indirect taxes and advocating for our clients throughout the controversy process. Compiling and reviewing client records and assist in the preparation of reconciliations in anticipation of meetings with state tax authorities during audits. Preparation of deliverables in nexus and taxability reviews including conducting necessary research and arriving at conclusions. Reviewing clients' books and records to identify jurisdictions in which nexus has been triggered for both income/franchise, gross receipts, and sales and use tax purposes and reviewing client contracts and invoices to identify the sales taxability of various revenue streams across jurisdictions. Preparing client deliverables and advising clients on exposure, mitigation strategies and preparing voluntary disclosures and managing the process from start to finish. Supporting the tax team on state and local compliance questions that arise. Researching and drafting alerts on breaking developments in state and local tax law. Researching multistate tax issues and drafting technical memoranda on various state tax matters as requested by clients. Serving as a technical resource on state & local tax matters and advising clients in a wide range of industries. YOUR EXPERIENCE. The successful candidate will have: Bachelor's degree in Accounting; Master's in Tax is a plus. CPA, CMA, CMI, CFE, JD or LLM is preferred. Minimum of 3-5 years of experience in state and local tax required. Prior tax experience in a public accounting firm, a law firm or state and local tax governmental agency required. After reviewing this job posting, are you hesitating to apply because you don't meet every single requirement? Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
04/18/2024
Full time
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Senior Tax Associate to join our SALT team within our National Tax group. This position can be based in our Parsippany, NJ office or remotely. YOUR TEAM. This position will support our National Tax Team, which in turn supports the firm's broader tax practice. The right candidate will have a growth mindset and look for ways to expand their knowledge within both the tax space associated with their specialized services and varying industries. They will also be eager to collaborate on thought leadership, webinars, and seminars while remaining results focused on assisting both internal and external clients in achieving their wide-ranging business goals. WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: Leading state and local tax audits of direct and indirect taxes and advocating for our clients throughout the controversy process. Compiling and reviewing client records and assist in the preparation of reconciliations in anticipation of meetings with state tax authorities during audits. Preparation of deliverables in nexus and taxability reviews including conducting necessary research and arriving at conclusions. Reviewing clients' books and records to identify jurisdictions in which nexus has been triggered for both income/franchise, gross receipts, and sales and use tax purposes and reviewing client contracts and invoices to identify the sales taxability of various revenue streams across jurisdictions. Preparing client deliverables and advising clients on exposure, mitigation strategies and preparing voluntary disclosures and managing the process from start to finish. Supporting the tax team on state and local compliance questions that arise. Researching and drafting alerts on breaking developments in state and local tax law. Researching multistate tax issues and drafting technical memoranda on various state tax matters as requested by clients. Serving as a technical resource on state & local tax matters and advising clients in a wide range of industries. YOUR EXPERIENCE. The successful candidate will have: Bachelor's degree in Accounting; Master's in Tax is a plus. CPA, CMA, CMI, CFE, JD or LLM is preferred. Minimum of 3-5 years of experience in state and local tax required. Prior tax experience in a public accounting firm, a law firm or state and local tax governmental agency required. After reviewing this job posting, are you hesitating to apply because you don't meet every single requirement? Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 41 offices in 15 states across the Midwest and western United States and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it! Why You'll Love Working Here At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our culture focuses on collaboration to achieve career growth. Innovation is highly encouraged, which is where programs like our EB Xchange originate. This program allows interested tax and audit employees to complete a rotation into a specialty area. We promote happy employees by making work/life balance a priority along with being actively involved in our communities. Our dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year. Most importantly, we like to have fun! We offer a professional and fun work environment with frequent lunch and learns, socials, contests, outings and other events. Typical Day in the Life In this role you will work with clients in various healthcare care provider settings (hospital, health system, skilled nursing and other senior care, medical/surgical, other ancillary healthcare services) to provide consulting, reimbursement, audit and accounting services. A typical day as a Healthcare Accounting & Finance Senior Associate might include the following: Provides onsite and offsite consulting services related to healthcare financial, operational and industry issues. Researches new and existing regulations and laws related to healthcare. Attends various healthcare association meetings and conferences as a presenter and marketer as needed. Provides internal educational sessions to staff to increase awareness of healthcare issues and service offerings. Requests and collects appropriate information to diagnose and solve client problems. Coordinates various activities to meet client needs within a specified time frame. Understands and applies work procedures and effectively tailors plans as necessary. Maintains awareness of general business trends and issues, and applies that knowledge to client issues and solutions. Participates in the area of business development. Participates in community organizations and industry functions. Ensures timely and accurate performance on assigned projects. Maintains compliance with project budgets, turnaround times, and deadlines. Who You Are You have a Bachelor's Degree in Accounting, Business, or Healthcare Administration preferred. You have 3-5 years of healthcare industry - financial, operational, budgeting, coding, or reimbursement experience. You have well-rounded knowledge of terminology, policies and practices, and financial programs of healthcare systems. You have knowledge of laws and regulations related to the healthcare industry. You have strong verbal and written communications skills and effective presentation skills. You can work on multiple projects and meet deadlines by setting priorities with work projects. You can establish and maintain effective working relationships with co-workers and clients. You are proficient with computers, Microsoft Office (Word and Excel) and using various software packages. Location: Hybrid in one of our Eide Bailly office is preferred, but open to telecommute Must be authorized to work in the United States now or in the future without visa sponsorship. Benefits and Compensation Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying salary ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Salary Range: $70,000 - $100,000 Beyond base salary, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. What to Expect Next We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.
04/18/2024
Full time
Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 41 offices in 15 states across the Midwest and western United States and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it! Why You'll Love Working Here At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our culture focuses on collaboration to achieve career growth. Innovation is highly encouraged, which is where programs like our EB Xchange originate. This program allows interested tax and audit employees to complete a rotation into a specialty area. We promote happy employees by making work/life balance a priority along with being actively involved in our communities. Our dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year. Most importantly, we like to have fun! We offer a professional and fun work environment with frequent lunch and learns, socials, contests, outings and other events. Typical Day in the Life In this role you will work with clients in various healthcare care provider settings (hospital, health system, skilled nursing and other senior care, medical/surgical, other ancillary healthcare services) to provide consulting, reimbursement, audit and accounting services. A typical day as a Healthcare Accounting & Finance Senior Associate might include the following: Provides onsite and offsite consulting services related to healthcare financial, operational and industry issues. Researches new and existing regulations and laws related to healthcare. Attends various healthcare association meetings and conferences as a presenter and marketer as needed. Provides internal educational sessions to staff to increase awareness of healthcare issues and service offerings. Requests and collects appropriate information to diagnose and solve client problems. Coordinates various activities to meet client needs within a specified time frame. Understands and applies work procedures and effectively tailors plans as necessary. Maintains awareness of general business trends and issues, and applies that knowledge to client issues and solutions. Participates in the area of business development. Participates in community organizations and industry functions. Ensures timely and accurate performance on assigned projects. Maintains compliance with project budgets, turnaround times, and deadlines. Who You Are You have a Bachelor's Degree in Accounting, Business, or Healthcare Administration preferred. You have 3-5 years of healthcare industry - financial, operational, budgeting, coding, or reimbursement experience. You have well-rounded knowledge of terminology, policies and practices, and financial programs of healthcare systems. You have knowledge of laws and regulations related to the healthcare industry. You have strong verbal and written communications skills and effective presentation skills. You can work on multiple projects and meet deadlines by setting priorities with work projects. You can establish and maintain effective working relationships with co-workers and clients. You are proficient with computers, Microsoft Office (Word and Excel) and using various software packages. Location: Hybrid in one of our Eide Bailly office is preferred, but open to telecommute Must be authorized to work in the United States now or in the future without visa sponsorship. Benefits and Compensation Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying salary ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Salary Range: $70,000 - $100,000 Beyond base salary, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. What to Expect Next We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for an Assurance Exerienced Associate to join the team in our Baltimore office/practice. This is a hybrid position. Hybrid employees are expected to alternate time between both remote and office. At CohnReznick, we believe in creating the conditions in which everyone can do their best work, collaborate, learn and build community. This results in our ability to create opportunities for our people, make a difference for our clients and strengthen our internal and external communities. YOUR TEAM. This position will support our Affordable Housing or Real Estate Group. You will work on a team with other Associates, Senior Associates, Managers, Senior Managers, and Partners. This team has a passion for what they do and a focus on consistently delivering value to our clients. WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: Serve as the engagement lead on specific client accounts Take responsibility for pre-engagement planning, execution, and final deliverables Develop detailed engagement work plans Illustrate budgets and schedules Actively participate in proposals Manage a team of staff associates, including interns, while providing regular performance coaching and feedback Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership YOUR EXPERIENCE. The successful candidate will have: 1-2 years of work experience in another public accounting firm Affordable Housing or Real Estate experience is a plus Bachelor's Degree required CPA licensure achieved or eligibility to sit for the exam Strong experience using Microsoft Office Suite Knowledge of audit software such as CaseWare or ProSystem FX Exceptional organizational and communication (verbal and written) skills After reviewing this job posting, are you hesitating to apply because you don't meet every single requirement? Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
04/18/2024
Full time
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for an Assurance Exerienced Associate to join the team in our Baltimore office/practice. This is a hybrid position. Hybrid employees are expected to alternate time between both remote and office. At CohnReznick, we believe in creating the conditions in which everyone can do their best work, collaborate, learn and build community. This results in our ability to create opportunities for our people, make a difference for our clients and strengthen our internal and external communities. YOUR TEAM. This position will support our Affordable Housing or Real Estate Group. You will work on a team with other Associates, Senior Associates, Managers, Senior Managers, and Partners. This team has a passion for what they do and a focus on consistently delivering value to our clients. WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: Serve as the engagement lead on specific client accounts Take responsibility for pre-engagement planning, execution, and final deliverables Develop detailed engagement work plans Illustrate budgets and schedules Actively participate in proposals Manage a team of staff associates, including interns, while providing regular performance coaching and feedback Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership YOUR EXPERIENCE. The successful candidate will have: 1-2 years of work experience in another public accounting firm Affordable Housing or Real Estate experience is a plus Bachelor's Degree required CPA licensure achieved or eligibility to sit for the exam Strong experience using Microsoft Office Suite Knowledge of audit software such as CaseWare or ProSystem FX Exceptional organizational and communication (verbal and written) skills After reviewing this job posting, are you hesitating to apply because you don't meet every single requirement? Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
This role could be hybrid (preferred) or remote based on proximity to an office location. The Director of Investment Accounting will provide professional management direction and oversight for the investment accounting activities of the organization. Responsible for the evaluation and delivery of internal and external investment accounting needs, including the review and development of existing and new GAAP and statutory reports, implementation of new information technology, and assistance of new investment accounting initiatives with other business partners. At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services. What you do Responsible for the Investment Accounting function, including oversight and direction of GAAP and statutory accounting, and reporting for all asset classes in the Company's consolidated investment portfolio and its subsidiaries and affiliates. Ensure accurate month-end, quarter-end and annual reporting of balances relating to investment assets, liabilities, income and expenses on a GAAP and statutory basis of accounting. Build and maintain external relationships with auditors, vendors and other business partners and leverage relationships to ensure continuity of services provided. Act as liaison for investment related requests and oversee RFP process for any services or products evaluated. Build and maintain internal relationships with diverse lines of businesses and other parts of the organization, including financial reporting, tax, treasury, and investment operations to support their specific needs. Develop continuous process improvement strategy which includes automation and the implementation of new technology, processes, and reporting, and strengthens controls over investment accounting. Assist management in the development of key business indicators, metrics, analytic reports, and investment-related strategies. Communicate to business leaders and internal business partners on the same. Stay abreast of financial reporting and regulatory developments related to investment accounting which can impact the Company and facilitate compliance with such regulations. Manage a small team of investment accounting professionals, including establishing and monitoring of goals, reviewing work completed by team on a timely basis, and ensuring proper communication of investment accounting and corporate policies, practices, and performance. Additional duties as required. What you bring Bachelor's degree or equivalent experience required. 7 -10 years of related experience required in the areas of investment accounting, financial reporting, internal controls, process improvement, and the broader accounting profession, including GAAP and statutory requirements. Certified Public Accountant (CPA) or other finance related certification desired. 4 or more years of management or people leadership experience required. Highly effective skills in organization, managing multiple tasks and projects simultaneously, oral and communication, and analytical and problem-solving. Basic Word and Intermediate Excel required. PFI/PAM, Precision, and Oracle experience preferred. What We Offer Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future. Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers. We're committed to professional development, opportunity, inclusion and diversity. Team building and collaboration are also priorities. A total rewards package with all the comprehensive health and welfare benefits you'd expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others. Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training and career development opportunities. An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. Salary Range: $119,631-$161,502-$203,373
04/18/2024
Full time
This role could be hybrid (preferred) or remote based on proximity to an office location. The Director of Investment Accounting will provide professional management direction and oversight for the investment accounting activities of the organization. Responsible for the evaluation and delivery of internal and external investment accounting needs, including the review and development of existing and new GAAP and statutory reports, implementation of new information technology, and assistance of new investment accounting initiatives with other business partners. At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services. What you do Responsible for the Investment Accounting function, including oversight and direction of GAAP and statutory accounting, and reporting for all asset classes in the Company's consolidated investment portfolio and its subsidiaries and affiliates. Ensure accurate month-end, quarter-end and annual reporting of balances relating to investment assets, liabilities, income and expenses on a GAAP and statutory basis of accounting. Build and maintain external relationships with auditors, vendors and other business partners and leverage relationships to ensure continuity of services provided. Act as liaison for investment related requests and oversee RFP process for any services or products evaluated. Build and maintain internal relationships with diverse lines of businesses and other parts of the organization, including financial reporting, tax, treasury, and investment operations to support their specific needs. Develop continuous process improvement strategy which includes automation and the implementation of new technology, processes, and reporting, and strengthens controls over investment accounting. Assist management in the development of key business indicators, metrics, analytic reports, and investment-related strategies. Communicate to business leaders and internal business partners on the same. Stay abreast of financial reporting and regulatory developments related to investment accounting which can impact the Company and facilitate compliance with such regulations. Manage a small team of investment accounting professionals, including establishing and monitoring of goals, reviewing work completed by team on a timely basis, and ensuring proper communication of investment accounting and corporate policies, practices, and performance. Additional duties as required. What you bring Bachelor's degree or equivalent experience required. 7 -10 years of related experience required in the areas of investment accounting, financial reporting, internal controls, process improvement, and the broader accounting profession, including GAAP and statutory requirements. Certified Public Accountant (CPA) or other finance related certification desired. 4 or more years of management or people leadership experience required. Highly effective skills in organization, managing multiple tasks and projects simultaneously, oral and communication, and analytical and problem-solving. Basic Word and Intermediate Excel required. PFI/PAM, Precision, and Oracle experience preferred. What We Offer Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future. Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers. We're committed to professional development, opportunity, inclusion and diversity. Team building and collaboration are also priorities. A total rewards package with all the comprehensive health and welfare benefits you'd expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others. Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training and career development opportunities. An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. Salary Range: $119,631-$161,502-$203,373
DivIHN (pronounced "divine") is a CMMI ML3-certified Technology and Talent solutions firm. Driven by a unique Purpose, Culture, and Value Delivery Model, we enable meaningful connections between talented professionals and forward-thinking organizations. Since our formation in 2002, organizations across commercial and public sectors have been trusting us to help build their teams with exceptional temporary and permanent talent. Visit us at to learn more and view our open positions. Please apply or call one of us to learn more For further inquiries regarding the following opportunity, please contact one of our Talent Specialists Rakeshwar at Title: Senior Accountant (2 Openings) Location: Orlando, FL Duration: 6 Months Description This position is NonExempt. Hours over 40 will be paid at Time and a Half. Prepares balance sheets, profit and loss statements, and other financial reports. Responsibilities also include analyzing trends, costs, revenues, financial commitments, and obligations incurred to predict future revenues and expenses. Reports organization's finances to management, and offers suggestions about resource utilization, tax strategies, and assumptions underlying budget forecasts. Requires a bachelor's degree in accounting and 6-8 years of experience in the field or in a related area. Familiar with a variety of the field's concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. Leads and directs the work of others. A wide degree of creativity and latitude is expected. Typically reports to a manager or head of a unit/department. Some weeks remote, some onsite Days/Hours: M-F 9am 5pm except for month-end close which would be the first 3-4 days of the beginning of the month and would involve extra hours Top 3 skills you're looking for on resume: Strong G/L accounting (working knowledge of debits and credit, creating journal entries, Heavy experience with G/L shop), Experienced with large company ERP systems, ability to work independently and communicate timely Interview process: Video Interview Candidates selected will start ASAP after screenings have been completed Please utilize attached JD for full Job Details The Senior Accountant is a key member of the finance team supporting the consolidation and reporting of monthly results. This team member will work closely with all operational aspects of the business to support day-to-day and month end accounting functions with quality, accuracy and integrity. This individual will own delegated accounts and have an intimate understanding of the financial statements produced to ensure compliance. The role will be challenged to seek, propose, and drive process improvements across their related areas of responsibilities. The ideal candidate is someone who approaches tasks with an innovative, service-oriented mindset, and utilizes in-depth understanding of accounting principles, and company practices to achieve results. Duties and Responsibilities Preparation and review of consolidated financial statements ensuring accuracy and completeness while identifying and researching trends/variances Prepares and reviews journal entries Deep understanding of financial accounting concepts Partners with internal customers to gain comprehensive business knowledge within Client Rapid Diagnostics Conduct and document complex financial processes Interprets results autonomously using a variety of techniques, ranging from simple data aggregation via statistical analysis to complex data mining Understands data validation techniques Regularly ensures that reporting delivered to internal customers is accurate, rich in actionable content and useful Liaison with leaders and present financial reporting on various requests related to variances, cause of changes, or current business needs Support ad hoc analysis and special projects on an as needed basis Makes recommendations based on analysis and status of reserves, assets, and expenditures Reviews journal entries of junior staff ensuring accuracy Trains and mentors' junior staff Owns, supports, analyzes, and prepares assigned account reconciliations Assists with financial and tax audits Aids in documenting and monitoring controls to support audit team Coordinates complex accounting projects and initiatives with other members of the finance team and/or other departments Core Competencies Financial Acumen Interpreting and applying understanding of key financial indicators Drives Results Consistently achieves results, even under tough circumstances Communicates Effectively Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences Optimizes Work Processes Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement Manages Complexity Making sense of complex, high quantity, and sometimes contradictory information to effectively solve problems Business Acumen Applying knowledge of business and the marketplace to advance the organizations goals Self-Development Actively seeking new ways to grow and be challenged using both formal and informal development channels Manages Ambiguity Operating effectively, even when things are not certain or the way forward is not clear Skills/Qualifications Excellent attention to detail, well-organized, and highly accountable Exceptional analytical insight, prioritization, and problem-solving skills Strong oral, written, and interpersonal skills Comfortable working in a fast-paced environment with limited guidance Self motivated, action oriented individual with the perseverance to push high value projects through to completion Developed time management and priority setting skills required to work in an often ambiguous and constantly changing business environment Demonstrated ability to succinctly present complex analysis to all levels within the organization Education and Experience Bachelors Degree in Accounting, or related preferred, CPA or MBA a plus 5 years Accounting experience required Experience with SAP preferred Business Analytics tool experience a plus Advanced experience in Excel and proficiency with Microsoft Office Suite (Outlook, Access, Word, Powerpoint About us: DivIHN, the 'IT Asset Performance Services' organization, provides Professional Consulting, Custom Projects, and Professional Resource Augmentation services to clients in the Mid-West and beyond. The strategic characteristics of the organization are Standardization, Specialization, and Collaboration. DivIHN is an equal opportunity employer. DivIHN does not and shall not discriminate against any employee or qualified applicant on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status.
04/18/2024
Full time
DivIHN (pronounced "divine") is a CMMI ML3-certified Technology and Talent solutions firm. Driven by a unique Purpose, Culture, and Value Delivery Model, we enable meaningful connections between talented professionals and forward-thinking organizations. Since our formation in 2002, organizations across commercial and public sectors have been trusting us to help build their teams with exceptional temporary and permanent talent. Visit us at to learn more and view our open positions. Please apply or call one of us to learn more For further inquiries regarding the following opportunity, please contact one of our Talent Specialists Rakeshwar at Title: Senior Accountant (2 Openings) Location: Orlando, FL Duration: 6 Months Description This position is NonExempt. Hours over 40 will be paid at Time and a Half. Prepares balance sheets, profit and loss statements, and other financial reports. Responsibilities also include analyzing trends, costs, revenues, financial commitments, and obligations incurred to predict future revenues and expenses. Reports organization's finances to management, and offers suggestions about resource utilization, tax strategies, and assumptions underlying budget forecasts. Requires a bachelor's degree in accounting and 6-8 years of experience in the field or in a related area. Familiar with a variety of the field's concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. Leads and directs the work of others. A wide degree of creativity and latitude is expected. Typically reports to a manager or head of a unit/department. Some weeks remote, some onsite Days/Hours: M-F 9am 5pm except for month-end close which would be the first 3-4 days of the beginning of the month and would involve extra hours Top 3 skills you're looking for on resume: Strong G/L accounting (working knowledge of debits and credit, creating journal entries, Heavy experience with G/L shop), Experienced with large company ERP systems, ability to work independently and communicate timely Interview process: Video Interview Candidates selected will start ASAP after screenings have been completed Please utilize attached JD for full Job Details The Senior Accountant is a key member of the finance team supporting the consolidation and reporting of monthly results. This team member will work closely with all operational aspects of the business to support day-to-day and month end accounting functions with quality, accuracy and integrity. This individual will own delegated accounts and have an intimate understanding of the financial statements produced to ensure compliance. The role will be challenged to seek, propose, and drive process improvements across their related areas of responsibilities. The ideal candidate is someone who approaches tasks with an innovative, service-oriented mindset, and utilizes in-depth understanding of accounting principles, and company practices to achieve results. Duties and Responsibilities Preparation and review of consolidated financial statements ensuring accuracy and completeness while identifying and researching trends/variances Prepares and reviews journal entries Deep understanding of financial accounting concepts Partners with internal customers to gain comprehensive business knowledge within Client Rapid Diagnostics Conduct and document complex financial processes Interprets results autonomously using a variety of techniques, ranging from simple data aggregation via statistical analysis to complex data mining Understands data validation techniques Regularly ensures that reporting delivered to internal customers is accurate, rich in actionable content and useful Liaison with leaders and present financial reporting on various requests related to variances, cause of changes, or current business needs Support ad hoc analysis and special projects on an as needed basis Makes recommendations based on analysis and status of reserves, assets, and expenditures Reviews journal entries of junior staff ensuring accuracy Trains and mentors' junior staff Owns, supports, analyzes, and prepares assigned account reconciliations Assists with financial and tax audits Aids in documenting and monitoring controls to support audit team Coordinates complex accounting projects and initiatives with other members of the finance team and/or other departments Core Competencies Financial Acumen Interpreting and applying understanding of key financial indicators Drives Results Consistently achieves results, even under tough circumstances Communicates Effectively Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences Optimizes Work Processes Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement Manages Complexity Making sense of complex, high quantity, and sometimes contradictory information to effectively solve problems Business Acumen Applying knowledge of business and the marketplace to advance the organizations goals Self-Development Actively seeking new ways to grow and be challenged using both formal and informal development channels Manages Ambiguity Operating effectively, even when things are not certain or the way forward is not clear Skills/Qualifications Excellent attention to detail, well-organized, and highly accountable Exceptional analytical insight, prioritization, and problem-solving skills Strong oral, written, and interpersonal skills Comfortable working in a fast-paced environment with limited guidance Self motivated, action oriented individual with the perseverance to push high value projects through to completion Developed time management and priority setting skills required to work in an often ambiguous and constantly changing business environment Demonstrated ability to succinctly present complex analysis to all levels within the organization Education and Experience Bachelors Degree in Accounting, or related preferred, CPA or MBA a plus 5 years Accounting experience required Experience with SAP preferred Business Analytics tool experience a plus Advanced experience in Excel and proficiency with Microsoft Office Suite (Outlook, Access, Word, Powerpoint About us: DivIHN, the 'IT Asset Performance Services' organization, provides Professional Consulting, Custom Projects, and Professional Resource Augmentation services to clients in the Mid-West and beyond. The strategic characteristics of the organization are Standardization, Specialization, and Collaboration. DivIHN is an equal opportunity employer. DivIHN does not and shall not discriminate against any employee or qualified applicant on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status.
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for an Assurance Senior Associate to join the team in our Baltimore office/practice. This is a hybrid position. Hybrid employees are expected to alternate time between both remote and office. At CohnReznick, we believe in creating the conditions in which everyone can do their best work, collaborate, learn and build community. This results in our ability to create opportunities for our people, make a difference for our clients and strengthen our internal and external communities. YOUR TEAM. This position will support our Manufacturing and Cannibas Group . You will work on a team with other Associates, Senior Associates, Managers, Senior Managers, and Partners. This team has a passion for what they do and a focus on consistently delivering value to our clients. WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: Serving as the engagement lead on specific client accounts, taking responsibility for pre-engagement planning, execution and final deliverables. Develop detailed engagement work plans, illustrating budgets and schedules. Continue to build a thorough understanding of all audit, tax and consulting services provided by the firm, and actively participate in proposals. In managing a team of staff associates, including interns, you will provide regular performance coaching and feedback, while developing individual technical and industry skills. Effective client management, timely and accurate communication, and clear and concise direction and leadership. YOUR EXPERIENCE. The successful candidate will have: Bachelor's or Master's in Accounting required CPA or eligibility to sit for the exam required 3+ years' experience in a reputable public accounting firm required Manufacturing industry or Cannabis experience preferred Knowledge of audit software ProSystem Fx a plus Exceptional organizational, communication and presentation (verbal and written) skills After reviewing this job posting, are you hesitating to apply because you don't meet every single requirement? Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
04/16/2024
Full time
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for an Assurance Senior Associate to join the team in our Baltimore office/practice. This is a hybrid position. Hybrid employees are expected to alternate time between both remote and office. At CohnReznick, we believe in creating the conditions in which everyone can do their best work, collaborate, learn and build community. This results in our ability to create opportunities for our people, make a difference for our clients and strengthen our internal and external communities. YOUR TEAM. This position will support our Manufacturing and Cannibas Group . You will work on a team with other Associates, Senior Associates, Managers, Senior Managers, and Partners. This team has a passion for what they do and a focus on consistently delivering value to our clients. WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: Serving as the engagement lead on specific client accounts, taking responsibility for pre-engagement planning, execution and final deliverables. Develop detailed engagement work plans, illustrating budgets and schedules. Continue to build a thorough understanding of all audit, tax and consulting services provided by the firm, and actively participate in proposals. In managing a team of staff associates, including interns, you will provide regular performance coaching and feedback, while developing individual technical and industry skills. Effective client management, timely and accurate communication, and clear and concise direction and leadership. YOUR EXPERIENCE. The successful candidate will have: Bachelor's or Master's in Accounting required CPA or eligibility to sit for the exam required 3+ years' experience in a reputable public accounting firm required Manufacturing industry or Cannabis experience preferred Knowledge of audit software ProSystem Fx a plus Exceptional organizational, communication and presentation (verbal and written) skills After reviewing this job posting, are you hesitating to apply because you don't meet every single requirement? Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
Legacy Protection Lawyers, LLP
Saint Petersburg, Florida
Position Title: Experienced Estate Planning Attorney Company: Legacy Protection Lawyers, LLP Workplace Type: on-site Contact Email: Industry:Legal Start Date:2024-02-26 Expire Date:2024-04-26 City:St. Petersburg State:Florida Country:United States Description: About the Job We are an estate planning and asset protection law firm. Our goal is to advise our clients on preserving and protecting their wealth so they can prosper. Candidate needs experience in U.S. estate planning and administration with a focus on tax and wealth transfer for high net worth U.S. individuals. Experience representing fiduciaries and beneficiaries in trust and estate administration is required. Knowledge of asset protection planning, formation of closely-held business entities, and business exit planning is desired. Responsibilities Draft (and advise as to funding) foundational estate planning documents, including revocable trusts, last wills, and advance directives. Advise on and draft comprehensive estate and gift tax planning structures (as well as corporate transactions), including SLATs, GRATs, ILITs, IDGTs, CLATs, Family LLC's or LP's, and Preferred Partnership Freezes. Prepare and file Federal Forms 706 and 709 for Federal Estate, Generation-Skipping, and Gift Taxes, coordinate with clients and service providers (CPAs, Financial Advisors, Insurance Providers) to receive supporting documentation, prepare and file extensions where necessary. Analyze trust and estate planning documents and advise clients with respect to trustees' powers and duties, dispositive provisions, beneficiary rights, and tax treatment of distributions. Advise and administer Florida probate estate and trust administrations. Preparation of Marital Agreements. Compensation & Benefits Base Salary (based on experience) plus quarterly bonus based on fees collected. Additional percentage bonus based on new client matters generated. Full benefits including insurance (health, dental, vision, short & long term disability), retirement (401k with 3% employer contribution), 15 PTO Days, 10 Paid Holidays, company reimbursement of professional & civic organization dues/fees, and firm paid parking. Desired Skills and Experience Licensed member of Florida Bar 3-5 years of experience in Estate Planning, Asset Protection, and Business Planning LLM in Tax or Estate Planning preferred but not required Knowledge of document assembly software (Lawgic and WealthDocx), Client Management Software (Clio), Microsoft Office This is not a remote position as Candidate immediately will have interactions with clients in our downtown St. Petersburg waterfront office for initial consultation and Signing Ceremonies. Interested Qualified Candidates should contact Katie Holtgrewe. Requirements: associate attorney associate attorney associate attorney associate attorney associate attorney associate attorney associate attorney associate attorney associate attorney associate attorney associate attorney associate attorney associate attorney associate attorney associate attorney associate attorney PI6fd2ff08f1-
04/12/2024
Full time
Position Title: Experienced Estate Planning Attorney Company: Legacy Protection Lawyers, LLP Workplace Type: on-site Contact Email: Industry:Legal Start Date:2024-02-26 Expire Date:2024-04-26 City:St. Petersburg State:Florida Country:United States Description: About the Job We are an estate planning and asset protection law firm. Our goal is to advise our clients on preserving and protecting their wealth so they can prosper. Candidate needs experience in U.S. estate planning and administration with a focus on tax and wealth transfer for high net worth U.S. individuals. Experience representing fiduciaries and beneficiaries in trust and estate administration is required. Knowledge of asset protection planning, formation of closely-held business entities, and business exit planning is desired. Responsibilities Draft (and advise as to funding) foundational estate planning documents, including revocable trusts, last wills, and advance directives. Advise on and draft comprehensive estate and gift tax planning structures (as well as corporate transactions), including SLATs, GRATs, ILITs, IDGTs, CLATs, Family LLC's or LP's, and Preferred Partnership Freezes. Prepare and file Federal Forms 706 and 709 for Federal Estate, Generation-Skipping, and Gift Taxes, coordinate with clients and service providers (CPAs, Financial Advisors, Insurance Providers) to receive supporting documentation, prepare and file extensions where necessary. Analyze trust and estate planning documents and advise clients with respect to trustees' powers and duties, dispositive provisions, beneficiary rights, and tax treatment of distributions. Advise and administer Florida probate estate and trust administrations. Preparation of Marital Agreements. Compensation & Benefits Base Salary (based on experience) plus quarterly bonus based on fees collected. Additional percentage bonus based on new client matters generated. Full benefits including insurance (health, dental, vision, short & long term disability), retirement (401k with 3% employer contribution), 15 PTO Days, 10 Paid Holidays, company reimbursement of professional & civic organization dues/fees, and firm paid parking. Desired Skills and Experience Licensed member of Florida Bar 3-5 years of experience in Estate Planning, Asset Protection, and Business Planning LLM in Tax or Estate Planning preferred but not required Knowledge of document assembly software (Lawgic and WealthDocx), Client Management Software (Clio), Microsoft Office This is not a remote position as Candidate immediately will have interactions with clients in our downtown St. Petersburg waterfront office for initial consultation and Signing Ceremonies. Interested Qualified Candidates should contact Katie Holtgrewe. Requirements: associate attorney associate attorney associate attorney associate attorney associate attorney associate attorney associate attorney associate attorney associate attorney associate attorney associate attorney associate attorney associate attorney associate attorney associate attorney associate attorney PI6fd2ff08f1-
Job Summary about the area and the role: Veolia Water Technologies & Solutions (VWTS) is a worldwide leader in water recovery, treatment, and reuse. We design and supply a range of water systems, from food and beverage applications, to municipal water, to microelectronics ultrapure water and heavy industrial wastewater treatment. We serve more than 50,000 customers worldwide and treat more than 11 million cubic meters of water every day. We simply aim to be the benchmark company for ecological transformation across the world. At WTS, we realize diverse teams make smarter decisions, deliver better results, and build stronger communities. We are an organization that champions diversity and inclusion at every rung of the ladder and are proud to be an equal opportunity workplace. We offer challenging and meaningful careers, with competitive benefits and flexible work arrangements. Summary of the Job Our tax department revolves around helping our internal stakeholders effectively manage their tax obligations proactively and responsibly as well as properly report tax in the group's financial reporting requirements. Key Characteristics This role will report in to the Director of Tax and support the overall tax function of VWTS and affiliated groups to lead and manage multiple operations of the tax practice area and to deliver a full range of tax services including tax compliance, tax planning and accounting for income taxes The role will also work with businesses, service providers, and other tax professionals in carrying out responsibilities The role will also work with financial management within the Company and third-party service providers Duties & Responsibilities: This role is responsible for managing all aspects of tax accounting, reporting, compliance and forecasts in accordance with U.S. tax laws and global reporting requirements Actively identifies training opportunities to grow skills across the Corporate Tax department Jointly with the Director of Tax, this role will be instrumental in (i) in driving strategic planning around an evolving organization and changing tax law, and (ii) analyzing domestic and international structuring Preparation and review of IFRS tax provisions that they are in compliance under IAS 12 Identify tax issues related to federal, international and state income tax returns and drive solutions Manage coordination of accounting for income taxes with the auditors Work with our advisors to prepare the US and Canada corporate tax returns on a timely basis Monitor international tax developments and assist the finance team on interpreting and modelling the impact of proposed and/or new tax legislation and rulings Providing leadership, counseling, and career guidance for the development and motivation for the Tax team Educate cross-functional colleagues in tax concepts and issues relating to tax compliance and reporting, to foster strong relationships with business partners and functional area experts of the Company Inform upper management on current tax issues and accounting staff on tax accounting issues Ensuring that appropriate internal controls are in place over accounting for income taxes Departmental liaison with IT staff on all technical matters relating to tax applications Hard Skills: Proficiency using SAP and OneSource Tax Provision Advanced in Microsoft Excel (e.g. Pivot Table, lookup functions). Experience in Alteryx a plus. Outstanding written, oral, and presentation skills on sophisticated tax matters to broad audiences Soft Skills: Inclusive: Passioned for working in different cultures and environments, in a collaborative organization with a diversity team. Team Player: Ability to work with others toward a shared goal, participating actively, accountable and committed to the entire team respecting peers, leadership, stakeholders, and clients. Inspirational: Excellent oral and written communication skills: Communicate clearly and professionally with Finance and non-Finance professionals within the organization being able to inspire others. Decision Maker: Challenge the status quo and make decisions based on your role to be an effective problem solver and use critical thinking skills to find new ideas and connect them to provide the best practices and tools to our stakeholders and clients. Flexibility: Adapt and respond to the changing environment and to constructively create opportunities for change through active participation. Proven ability to lead and influence people, both directly and indirectly Education & Experience Required: Proven work experience (7+ years) as a Tax Senior Manager on global clients or in a multinational corporation Excellent knowledge of tax accounting, tax planning, tax compliance and all types of tax returns Good working knowledge of Google Suites and ERP systems (including SAP) Good working knowledge of tax software systems including OneSource Tax Provision Ability to analyze, interpret and apply accounting rules, tax laws, regulations, rulings, and court decisions Analytical skills with detail orientation Strong leadership and personnel management skills Must have a demonstrated hands-on approach and success in working in a team-based environment Strong tax research and communication skills Preferred: CPA and/or MST Working Conditions Up to 5% travel Being able to work in an office environment Hybrid Office / Remote environment
04/06/2024
Full time
Job Summary about the area and the role: Veolia Water Technologies & Solutions (VWTS) is a worldwide leader in water recovery, treatment, and reuse. We design and supply a range of water systems, from food and beverage applications, to municipal water, to microelectronics ultrapure water and heavy industrial wastewater treatment. We serve more than 50,000 customers worldwide and treat more than 11 million cubic meters of water every day. We simply aim to be the benchmark company for ecological transformation across the world. At WTS, we realize diverse teams make smarter decisions, deliver better results, and build stronger communities. We are an organization that champions diversity and inclusion at every rung of the ladder and are proud to be an equal opportunity workplace. We offer challenging and meaningful careers, with competitive benefits and flexible work arrangements. Summary of the Job Our tax department revolves around helping our internal stakeholders effectively manage their tax obligations proactively and responsibly as well as properly report tax in the group's financial reporting requirements. Key Characteristics This role will report in to the Director of Tax and support the overall tax function of VWTS and affiliated groups to lead and manage multiple operations of the tax practice area and to deliver a full range of tax services including tax compliance, tax planning and accounting for income taxes The role will also work with businesses, service providers, and other tax professionals in carrying out responsibilities The role will also work with financial management within the Company and third-party service providers Duties & Responsibilities: This role is responsible for managing all aspects of tax accounting, reporting, compliance and forecasts in accordance with U.S. tax laws and global reporting requirements Actively identifies training opportunities to grow skills across the Corporate Tax department Jointly with the Director of Tax, this role will be instrumental in (i) in driving strategic planning around an evolving organization and changing tax law, and (ii) analyzing domestic and international structuring Preparation and review of IFRS tax provisions that they are in compliance under IAS 12 Identify tax issues related to federal, international and state income tax returns and drive solutions Manage coordination of accounting for income taxes with the auditors Work with our advisors to prepare the US and Canada corporate tax returns on a timely basis Monitor international tax developments and assist the finance team on interpreting and modelling the impact of proposed and/or new tax legislation and rulings Providing leadership, counseling, and career guidance for the development and motivation for the Tax team Educate cross-functional colleagues in tax concepts and issues relating to tax compliance and reporting, to foster strong relationships with business partners and functional area experts of the Company Inform upper management on current tax issues and accounting staff on tax accounting issues Ensuring that appropriate internal controls are in place over accounting for income taxes Departmental liaison with IT staff on all technical matters relating to tax applications Hard Skills: Proficiency using SAP and OneSource Tax Provision Advanced in Microsoft Excel (e.g. Pivot Table, lookup functions). Experience in Alteryx a plus. Outstanding written, oral, and presentation skills on sophisticated tax matters to broad audiences Soft Skills: Inclusive: Passioned for working in different cultures and environments, in a collaborative organization with a diversity team. Team Player: Ability to work with others toward a shared goal, participating actively, accountable and committed to the entire team respecting peers, leadership, stakeholders, and clients. Inspirational: Excellent oral and written communication skills: Communicate clearly and professionally with Finance and non-Finance professionals within the organization being able to inspire others. Decision Maker: Challenge the status quo and make decisions based on your role to be an effective problem solver and use critical thinking skills to find new ideas and connect them to provide the best practices and tools to our stakeholders and clients. Flexibility: Adapt and respond to the changing environment and to constructively create opportunities for change through active participation. Proven ability to lead and influence people, both directly and indirectly Education & Experience Required: Proven work experience (7+ years) as a Tax Senior Manager on global clients or in a multinational corporation Excellent knowledge of tax accounting, tax planning, tax compliance and all types of tax returns Good working knowledge of Google Suites and ERP systems (including SAP) Good working knowledge of tax software systems including OneSource Tax Provision Ability to analyze, interpret and apply accounting rules, tax laws, regulations, rulings, and court decisions Analytical skills with detail orientation Strong leadership and personnel management skills Must have a demonstrated hands-on approach and success in working in a team-based environment Strong tax research and communication skills Preferred: CPA and/or MST Working Conditions Up to 5% travel Being able to work in an office environment Hybrid Office / Remote environment
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE The Senior Tax Analyst will report to the International Director of Tax and work collaboratively with the Tax Directors, Tax Managers and extended finance team. Position responsibilities will include preparation of foreign provisions as well as preparation and filing of local jurisdiction tax returns for MFS non-US operating companies. The Senior Tax Analyst will support audits by foreign examiners and research, interpret and analyze impacts of tax law changes and make recommendations to implement changes. Further, the Senior Tax Analyst will provide technical expertise to employees of MFS and its subsidiaries as well as to members of the Corporate Finance and Legal Departments and outside Corporate auditors relating to international tax (direct and indirect) matters affecting MFS and its subsidiaries. WHAT YOU WILL DO Primarily responsible for managing income tax compliance for all of MFS's foreign operations (9 CFC's and 8 branches). Support international tax compliance workstreams in order to ensure accurate and timely filings. This covers multiple jurisdictions and various tax types (primarily corporate income, VAT, GST). Coordinate with accounting and tax service providers and local MFS teams (as applicable) to ensure compliance with corporate accounting policies, procedures, and controls. Also provide supporting financial information and documentation to facilitate local tax accounting and filings. Analyze general ledger accounts to prepare monthly tax account roll forwards to reconcile all foreign tax account activity. Includes validation of provision entries and verification of all tax payments. Also responsible for monthly review of transfer pricing entries. Responsible for tax accounting pursuant to ASC 740 and IFRS for all non-MFS operating companies. This includes tax provision calculations, financial statement disclosures and tax footnotes. Research and provide responses to requests in connection with tax audits and ad-hoc requests from taxing authorities. Preparation and/or review of 5471's, 8858's, foreign tax credit calculations, subpart F calculations, GILTI and related Section 250 deduction and BEAT calculation and forms. Responsible for all US information reporting for MFS seed investments. This includes review of supporting analysis of passive income to determine US tax consequences. Also includes review of related 8621's and 5471's. Assist with ad hoc requests both internal and from MFS's parent company related to FATCA, foreign affiliate and CbCR reporting. Coordinate with HR, payroll manager and outside tax advisors on MFS Global Mobility matters WHAT WE ARE LOOKING FOR Bachelor's degree or equivalent education. Tax-specific experience in public accounting, corporate tax department, or other equivalent experience required. Proficient in US GAAP accounting for income taxes. Strong business writing skills and strong oral communication skills. Strong interpersonal skills with an ability to interact in a positive manner with Corporate Finance employees as well as other MFS departments and outside advisors, preparers and auditors. Preferably possesses, or pursuing a Juris Doctor , CPA and/or Masters of Science in Taxation. Familiarity with OneSource Income Tax Compliance application and Peoplesoft General Ledger application preferred. At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. What we offer: Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more Life & Disability Benefits: Company-paid basic life insurance and short-term disability Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting . If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at or email for assistance. MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document and Pay Transparency Nondiscrimination Provision , linked for your reference.
04/06/2024
Full time
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE The Senior Tax Analyst will report to the International Director of Tax and work collaboratively with the Tax Directors, Tax Managers and extended finance team. Position responsibilities will include preparation of foreign provisions as well as preparation and filing of local jurisdiction tax returns for MFS non-US operating companies. The Senior Tax Analyst will support audits by foreign examiners and research, interpret and analyze impacts of tax law changes and make recommendations to implement changes. Further, the Senior Tax Analyst will provide technical expertise to employees of MFS and its subsidiaries as well as to members of the Corporate Finance and Legal Departments and outside Corporate auditors relating to international tax (direct and indirect) matters affecting MFS and its subsidiaries. WHAT YOU WILL DO Primarily responsible for managing income tax compliance for all of MFS's foreign operations (9 CFC's and 8 branches). Support international tax compliance workstreams in order to ensure accurate and timely filings. This covers multiple jurisdictions and various tax types (primarily corporate income, VAT, GST). Coordinate with accounting and tax service providers and local MFS teams (as applicable) to ensure compliance with corporate accounting policies, procedures, and controls. Also provide supporting financial information and documentation to facilitate local tax accounting and filings. Analyze general ledger accounts to prepare monthly tax account roll forwards to reconcile all foreign tax account activity. Includes validation of provision entries and verification of all tax payments. Also responsible for monthly review of transfer pricing entries. Responsible for tax accounting pursuant to ASC 740 and IFRS for all non-MFS operating companies. This includes tax provision calculations, financial statement disclosures and tax footnotes. Research and provide responses to requests in connection with tax audits and ad-hoc requests from taxing authorities. Preparation and/or review of 5471's, 8858's, foreign tax credit calculations, subpart F calculations, GILTI and related Section 250 deduction and BEAT calculation and forms. Responsible for all US information reporting for MFS seed investments. This includes review of supporting analysis of passive income to determine US tax consequences. Also includes review of related 8621's and 5471's. Assist with ad hoc requests both internal and from MFS's parent company related to FATCA, foreign affiliate and CbCR reporting. Coordinate with HR, payroll manager and outside tax advisors on MFS Global Mobility matters WHAT WE ARE LOOKING FOR Bachelor's degree or equivalent education. Tax-specific experience in public accounting, corporate tax department, or other equivalent experience required. Proficient in US GAAP accounting for income taxes. Strong business writing skills and strong oral communication skills. Strong interpersonal skills with an ability to interact in a positive manner with Corporate Finance employees as well as other MFS departments and outside advisors, preparers and auditors. Preferably possesses, or pursuing a Juris Doctor , CPA and/or Masters of Science in Taxation. Familiarity with OneSource Income Tax Compliance application and Peoplesoft General Ledger application preferred. At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. What we offer: Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more Life & Disability Benefits: Company-paid basic life insurance and short-term disability Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting . If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at or email for assistance. MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document and Pay Transparency Nondiscrimination Provision , linked for your reference.
International Senior Tax Manager Location: Denver, CO. (Onsite/Hybrid/Remote) Pay Range: $55-$95 per hour Overview: Jefferson Wells is seeking local, highly qualified International Tax Professionals for upcoming projects with our clients. These are critical positions that require the ability and experience to work independently and engage in critical analysis in multiple complex, higher level areas. Whether you're looking for something new today or in the future, we'd love to hear from you. Primary Job Responsibilities May Include: Manage US International Income Tax Filing (Forms 5471, 5472, 8858, 8865, 8992, 1120-F, etc.). Performs technical tax review and approval of all tax returns in a timely manner to meet deadlines. Review all complex international income tax returns and calculations. Serves as a subject matter expert and demonstrates excellence in the most advanced technical skills to file accurate returns. Manage and oversee the tax installment payment processes for all foreign subsidiaries. Manage the preparation and review of local statutory financials. Manage the preparation and review of the local income tax filings of foreign entities. Manage and review tax accounts for foreign entities. Analyze recently passed Tax Reform and apply new laws to the client's international income tax returns. Manage end users on the International Tax Compliance software programs licensed by the Company to file international income tax returns. Assist with and support of international tax planning and involvement in special projects. Perform research on U.S. and international tax issues. Monitor international areas to identify and mitigate potential tax exposure, including compliance with all aspects of ASC 740.10 (FIN 48) for such international tax matters. Qualifications Candidate will have at least 9 years of overall corporate income tax experience, with a minimum of 6 years specifically in the international tax area, preferably at a large multinational firm or major public accounting firm (or Big 4). Candidate should have a bachelor's degree in accounting/Finance or similar business subject. A CPA license and advanced tax or accounting degree is a strong plus. Candidate should have experience leading a team of direct/indirect reports. Proactively leading and developing team members by creating a positive environment where they are challenged, motivated, and groomed for advancement. Candidate should be able to work independently and show initiative. The following skills would also be critical to success in this role: Strong written and oral communication skills Strong Microsoft Office skills Experience with tax/accounting software programs like Oracle, SAP, HFM, CorpTax, etc. Ability to learn and apply new tax and accounting rules. Strong organizational skills and the ability to manage multiple processes concurrently. Ability to understand current processes and identify opportunities for effective and efficient changes. What's in it for you? Salary Range = $55 - $95 / Hour Hybrid Work Environment Why should you choose Jefferson Wells? Medical, Dental, Vision, 401k Weekly pay with direct depos Consultant Care support Free training to upgrade your skills Dedicated Career Partner to help you achieve your career goals Jefferson Wells ( ) is a professional services firm delivering solutions in Finance & Accounting, Internal Audit, Risk & Compliance, and Tax. We provide project consulting, integrated resourcing, and executive search. Our people leverage their extensive industry & technical experience to deliver practical and actionable solutions. Our tailored solutions and flexible delivery model, ranging from standalone projects and integrated teams through to full outsource, results in business acceleration for our clients. Our experience & independent solutions combined with practical and proven methodologies drives a lower relative cost of delivery. We serve clients, including Fortune 500 and Global 1000 companies, from offices worldwide leveraging the workforce
04/06/2024
Full time
International Senior Tax Manager Location: Denver, CO. (Onsite/Hybrid/Remote) Pay Range: $55-$95 per hour Overview: Jefferson Wells is seeking local, highly qualified International Tax Professionals for upcoming projects with our clients. These are critical positions that require the ability and experience to work independently and engage in critical analysis in multiple complex, higher level areas. Whether you're looking for something new today or in the future, we'd love to hear from you. Primary Job Responsibilities May Include: Manage US International Income Tax Filing (Forms 5471, 5472, 8858, 8865, 8992, 1120-F, etc.). Performs technical tax review and approval of all tax returns in a timely manner to meet deadlines. Review all complex international income tax returns and calculations. Serves as a subject matter expert and demonstrates excellence in the most advanced technical skills to file accurate returns. Manage and oversee the tax installment payment processes for all foreign subsidiaries. Manage the preparation and review of local statutory financials. Manage the preparation and review of the local income tax filings of foreign entities. Manage and review tax accounts for foreign entities. Analyze recently passed Tax Reform and apply new laws to the client's international income tax returns. Manage end users on the International Tax Compliance software programs licensed by the Company to file international income tax returns. Assist with and support of international tax planning and involvement in special projects. Perform research on U.S. and international tax issues. Monitor international areas to identify and mitigate potential tax exposure, including compliance with all aspects of ASC 740.10 (FIN 48) for such international tax matters. Qualifications Candidate will have at least 9 years of overall corporate income tax experience, with a minimum of 6 years specifically in the international tax area, preferably at a large multinational firm or major public accounting firm (or Big 4). Candidate should have a bachelor's degree in accounting/Finance or similar business subject. A CPA license and advanced tax or accounting degree is a strong plus. Candidate should have experience leading a team of direct/indirect reports. Proactively leading and developing team members by creating a positive environment where they are challenged, motivated, and groomed for advancement. Candidate should be able to work independently and show initiative. The following skills would also be critical to success in this role: Strong written and oral communication skills Strong Microsoft Office skills Experience with tax/accounting software programs like Oracle, SAP, HFM, CorpTax, etc. Ability to learn and apply new tax and accounting rules. Strong organizational skills and the ability to manage multiple processes concurrently. Ability to understand current processes and identify opportunities for effective and efficient changes. What's in it for you? Salary Range = $55 - $95 / Hour Hybrid Work Environment Why should you choose Jefferson Wells? Medical, Dental, Vision, 401k Weekly pay with direct depos Consultant Care support Free training to upgrade your skills Dedicated Career Partner to help you achieve your career goals Jefferson Wells ( ) is a professional services firm delivering solutions in Finance & Accounting, Internal Audit, Risk & Compliance, and Tax. We provide project consulting, integrated resourcing, and executive search. Our people leverage their extensive industry & technical experience to deliver practical and actionable solutions. Our tailored solutions and flexible delivery model, ranging from standalone projects and integrated teams through to full outsource, results in business acceleration for our clients. Our experience & independent solutions combined with practical and proven methodologies drives a lower relative cost of delivery. We serve clients, including Fortune 500 and Global 1000 companies, from offices worldwide leveraging the workforce
International Senior Tax Manager Location: Denver, CO. (Onsite/Hybrid/Remote) Pay Range: $55-$95 per hour Overview: Jefferson Wells is seeking local, highly qualified International Tax Professionals for upcoming projects with our clients. These are critical positions that require the ability and experience to work independently and engage in critical analysis in multiple complex, higher level areas. Whether you're looking for something new today or in the future, we'd love to hear from you. Primary Job Responsibilities May Include: Manage US International Income Tax Filing (Forms 5471, 5472, 8858, 8865, 8992, 1120-F, etc.). Performs technical tax review and approval of all tax returns in a timely manner to meet deadlines. Review all complex international income tax returns and calculations. Serves as a subject matter expert and demonstrates excellence in the most advanced technical skills to file accurate returns. Manage and oversee the tax installment payment processes for all foreign subsidiaries. Manage the preparation and review of local statutory financials. Manage the preparation and review of the local income tax filings of foreign entities. Manage and review tax accounts for foreign entities. Analyze recently passed Tax Reform and apply new laws to the client's international income tax returns. Manage end users on the International Tax Compliance software programs licensed by the Company to file international income tax returns. Assist with and support of international tax planning and involvement in special projects. Perform research on U.S. and international tax issues. Monitor international areas to identify and mitigate potential tax exposure, including compliance with all aspects of ASC 740.10 (FIN 48) for such international tax matters. Qualifications Candidate will have at least 9 years of overall corporate income tax experience, with a minimum of 6 years specifically in the international tax area, preferably at a large multinational firm or major public accounting firm (or Big 4). Candidate should have a bachelor's degree in accounting/Finance or similar business subject. A CPA license and advanced tax or accounting degree is a strong plus. Candidate should have experience leading a team of direct/indirect reports. Proactively leading and developing team members by creating a positive environment where they are challenged, motivated, and groomed for advancement. Candidate should be able to work independently and show initiative. The following skills would also be critical to success in this role: Strong written and oral communication skills Strong Microsoft Office skills Experience with tax/accounting software programs like Oracle, SAP, HFM, CorpTax, etc. Ability to learn and apply new tax and accounting rules. Strong organizational skills and the ability to manage multiple processes concurrently. Ability to understand current processes and identify opportunities for effective and efficient changes. What's in it for you? Salary Range = $55 - $95 / Hour Hybrid Work Environment Why should you choose Jefferson Wells? Medical, Dental, Vision, 401k Weekly pay with direct depos Consultant Care support Free training to upgrade your skills Dedicated Career Partner to help you achieve your career goals Jefferson Wells ( ) is a professional services firm delivering solutions in Finance & Accounting, Internal Audit, Risk & Compliance, and Tax. We provide project consulting, integrated resourcing, and executive search. Our people leverage their extensive industry & technical experience to deliver practical and actionable solutions. Our tailored solutions and flexible delivery model, ranging from standalone projects and integrated teams through to full outsource, results in business acceleration for our clients. Our experience & independent solutions combined with practical and proven methodologies drives a lower relative cost of delivery. We serve clients, including Fortune 500 and Global 1000 companies, from offices worldwide leveraging the workforce
04/05/2024
Full time
International Senior Tax Manager Location: Denver, CO. (Onsite/Hybrid/Remote) Pay Range: $55-$95 per hour Overview: Jefferson Wells is seeking local, highly qualified International Tax Professionals for upcoming projects with our clients. These are critical positions that require the ability and experience to work independently and engage in critical analysis in multiple complex, higher level areas. Whether you're looking for something new today or in the future, we'd love to hear from you. Primary Job Responsibilities May Include: Manage US International Income Tax Filing (Forms 5471, 5472, 8858, 8865, 8992, 1120-F, etc.). Performs technical tax review and approval of all tax returns in a timely manner to meet deadlines. Review all complex international income tax returns and calculations. Serves as a subject matter expert and demonstrates excellence in the most advanced technical skills to file accurate returns. Manage and oversee the tax installment payment processes for all foreign subsidiaries. Manage the preparation and review of local statutory financials. Manage the preparation and review of the local income tax filings of foreign entities. Manage and review tax accounts for foreign entities. Analyze recently passed Tax Reform and apply new laws to the client's international income tax returns. Manage end users on the International Tax Compliance software programs licensed by the Company to file international income tax returns. Assist with and support of international tax planning and involvement in special projects. Perform research on U.S. and international tax issues. Monitor international areas to identify and mitigate potential tax exposure, including compliance with all aspects of ASC 740.10 (FIN 48) for such international tax matters. Qualifications Candidate will have at least 9 years of overall corporate income tax experience, with a minimum of 6 years specifically in the international tax area, preferably at a large multinational firm or major public accounting firm (or Big 4). Candidate should have a bachelor's degree in accounting/Finance or similar business subject. A CPA license and advanced tax or accounting degree is a strong plus. Candidate should have experience leading a team of direct/indirect reports. Proactively leading and developing team members by creating a positive environment where they are challenged, motivated, and groomed for advancement. Candidate should be able to work independently and show initiative. The following skills would also be critical to success in this role: Strong written and oral communication skills Strong Microsoft Office skills Experience with tax/accounting software programs like Oracle, SAP, HFM, CorpTax, etc. Ability to learn and apply new tax and accounting rules. Strong organizational skills and the ability to manage multiple processes concurrently. Ability to understand current processes and identify opportunities for effective and efficient changes. What's in it for you? Salary Range = $55 - $95 / Hour Hybrid Work Environment Why should you choose Jefferson Wells? Medical, Dental, Vision, 401k Weekly pay with direct depos Consultant Care support Free training to upgrade your skills Dedicated Career Partner to help you achieve your career goals Jefferson Wells ( ) is a professional services firm delivering solutions in Finance & Accounting, Internal Audit, Risk & Compliance, and Tax. We provide project consulting, integrated resourcing, and executive search. Our people leverage their extensive industry & technical experience to deliver practical and actionable solutions. Our tailored solutions and flexible delivery model, ranging from standalone projects and integrated teams through to full outsource, results in business acceleration for our clients. Our experience & independent solutions combined with practical and proven methodologies drives a lower relative cost of delivery. We serve clients, including Fortune 500 and Global 1000 companies, from offices worldwide leveraging the workforce
Overview: Baker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm, providing clients a genuine coast-to-coast and global advantage with critical mass and top-notch talent in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion. Many of Baker Tilly's roles have the opportunity to work remotely. Please discuss with your talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Responsibilities: It's an exciting time to join Baker Tilly! We are looking for a Property Accountant to join our Client Accounting Services (CAS) - Real Estate Advisory Practice. The Client Accounting Services Team at Baker Tilly (BT) is comprised of dedicated, client-focused professionals. Our employees thrive in a challenging, supportive environment, taking on a high level of responsibilities as a Valued Business Advisers to our clients. Performance is rewarded and there are many professional opportunities to grow within the team. In this role, you will work closely with Partners and Managers servicing existing clients to deliver client deliverables and advisory services such as: Help lead best-in-class customer service to clients and employees at all times, with an emphasis on being proactive, responsive, timely, professional, and accurate Provide accounting services pertaining to general accounting and financial reporting. This includes tasks such as ensuring the accuracy of account balances, performing account reconciliations, preparing journal entries and financial statements Identify accounting, financial statement, and reporting issues, based on professional guidelines Review staff work on client deliverables for completeness and timeliness, as well as ensuring appropriate corrections are made prior to sending to Controller for final review Work with Controller to act as a business advisor to clients by providing valuable insights, monitoring key benchmarks, and offering advice on future planning Assist with managing and building client relationships by acting as liaison to address and resolve client issues, communicating effectively with the client to provide superior client service, and assisting Controller and/or Relationship Manager (RM) in researching and providing additional advisory services to client Assist with the supervision and development of team members as appropriate, to include providing regular and timely review and feedback on staff work Assist with planning and directing projects by communicating interactively and proactively with engagement team members and delegating work as appropriate Qualifications: Bachelor's degree in accounting or related field preferred. Experience in lieu of a degree may be accepted Two (2) plus years of progressively responsible experience in professional accounting functions Experience in real estate property accounting Experience using Yardi Voyager and/or MRI Strong knowledge of accounting principles related to classifying, recording, and summarizing data and making computations to compile financial records CPA preferred, but not required Solid understanding of Generally Accepted Accounting Principles (GAAP) Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook Ability to provide exceptional client service with a high professional demeanor and ability to handle matters confidentially Ability to work in a cross-functional, rapidly changing, deadline driven environment serving multiple clients Strong written and verbal communication skills; able to effectively communicate with all levels including clients, team members and team leadership Strong attention to detail and focus on accuracy Excellent organization and time management skills
10/29/2021
Full time
Overview: Baker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm, providing clients a genuine coast-to-coast and global advantage with critical mass and top-notch talent in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion. Many of Baker Tilly's roles have the opportunity to work remotely. Please discuss with your talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Responsibilities: It's an exciting time to join Baker Tilly! We are looking for a Property Accountant to join our Client Accounting Services (CAS) - Real Estate Advisory Practice. The Client Accounting Services Team at Baker Tilly (BT) is comprised of dedicated, client-focused professionals. Our employees thrive in a challenging, supportive environment, taking on a high level of responsibilities as a Valued Business Advisers to our clients. Performance is rewarded and there are many professional opportunities to grow within the team. In this role, you will work closely with Partners and Managers servicing existing clients to deliver client deliverables and advisory services such as: Help lead best-in-class customer service to clients and employees at all times, with an emphasis on being proactive, responsive, timely, professional, and accurate Provide accounting services pertaining to general accounting and financial reporting. This includes tasks such as ensuring the accuracy of account balances, performing account reconciliations, preparing journal entries and financial statements Identify accounting, financial statement, and reporting issues, based on professional guidelines Review staff work on client deliverables for completeness and timeliness, as well as ensuring appropriate corrections are made prior to sending to Controller for final review Work with Controller to act as a business advisor to clients by providing valuable insights, monitoring key benchmarks, and offering advice on future planning Assist with managing and building client relationships by acting as liaison to address and resolve client issues, communicating effectively with the client to provide superior client service, and assisting Controller and/or Relationship Manager (RM) in researching and providing additional advisory services to client Assist with the supervision and development of team members as appropriate, to include providing regular and timely review and feedback on staff work Assist with planning and directing projects by communicating interactively and proactively with engagement team members and delegating work as appropriate Qualifications: Bachelor's degree in accounting or related field preferred. Experience in lieu of a degree may be accepted Two (2) plus years of progressively responsible experience in professional accounting functions Experience in real estate property accounting Experience using Yardi Voyager and/or MRI Strong knowledge of accounting principles related to classifying, recording, and summarizing data and making computations to compile financial records CPA preferred, but not required Solid understanding of Generally Accepted Accounting Principles (GAAP) Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook Ability to provide exceptional client service with a high professional demeanor and ability to handle matters confidentially Ability to work in a cross-functional, rapidly changing, deadline driven environment serving multiple clients Strong written and verbal communication skills; able to effectively communicate with all levels including clients, team members and team leadership Strong attention to detail and focus on accuracy Excellent organization and time management skills
Looking for a freelance audit project or two? Paro has the opportunity for you during busy season & beyond! Paro is expanding the expert network and we need 1099 Freelance Auditors focused on audit preparation and audit review with work beginning as soon as January 15, 2021, for at least 20 hours per week. About Paro Paro helps growing companies gain confidence in their finances. We match businesses with the highest vetted bookkeepers, accountants, financial analysts, and CFOs who provide remote, on-demand, hourly support when clients need it. Ultimately, our mission is to empower business professionals to pursue meaningful work on their own terms. We provide freelancers with a platform to grow and manage their book of business, along with tools to predict their future earnings. About Being An Audit Expert With Paro Paro provides freelancers (1099 contractors) with access to client work through the managed marketplace and allows you to grow your own book of business on the Paro platform while we handle the business development. Our team ensures that the client expectations and budgets of projects are clearly defined before they get to the freelancer to deliver. The Senior/Lead Auditor will lead the audit, overcome client obstacles, review workpapers, compile and present audit findings to directly to the client or share with the firm for them to communicate to the client. This freelancer will partner with a CPA firm during the accounting busy season to provide support to multiple clients. CPA firms range from local boutique accounting firms to mid-tier public accounting firms. Experience/Skills Required Senior/Lead Auditor: 3+ years in public accounting experience in audit (CPA is a plus) College degree in Accounting or Tax (a plus) Detail-oriented and highly organized Ability to work independently, without guidance and meet deadlines Integrity, ethical standards and understanding of confidentiality Advanced excel skills Professional communication skills- written, verbal and presentation skills
09/19/2021
Looking for a freelance audit project or two? Paro has the opportunity for you during busy season & beyond! Paro is expanding the expert network and we need 1099 Freelance Auditors focused on audit preparation and audit review with work beginning as soon as January 15, 2021, for at least 20 hours per week. About Paro Paro helps growing companies gain confidence in their finances. We match businesses with the highest vetted bookkeepers, accountants, financial analysts, and CFOs who provide remote, on-demand, hourly support when clients need it. Ultimately, our mission is to empower business professionals to pursue meaningful work on their own terms. We provide freelancers with a platform to grow and manage their book of business, along with tools to predict their future earnings. About Being An Audit Expert With Paro Paro provides freelancers (1099 contractors) with access to client work through the managed marketplace and allows you to grow your own book of business on the Paro platform while we handle the business development. Our team ensures that the client expectations and budgets of projects are clearly defined before they get to the freelancer to deliver. The Senior/Lead Auditor will lead the audit, overcome client obstacles, review workpapers, compile and present audit findings to directly to the client or share with the firm for them to communicate to the client. This freelancer will partner with a CPA firm during the accounting busy season to provide support to multiple clients. CPA firms range from local boutique accounting firms to mid-tier public accounting firms. Experience/Skills Required Senior/Lead Auditor: 3+ years in public accounting experience in audit (CPA is a plus) College degree in Accounting or Tax (a plus) Detail-oriented and highly organized Ability to work independently, without guidance and meet deadlines Integrity, ethical standards and understanding of confidentiality Advanced excel skills Professional communication skills- written, verbal and presentation skills
Position Summary Commercial Lease Advisory Services - Senior Consultant- Risk & Financial AdvisoryTransactions M&A | Valuation Modeling and Financial AdvisoryPosition SummaryDeloitte's Real Estate Consulting practice is passionate about real estate. Our practice's goal is help clients make better real estate decisions throughout the lifecycle of their real estate. The open position is within our Lease Advisory Services team which is a subset of this practice focused on addressing client issues involving leased real estate. Work you'll doCommercial real estate management is dynamic. It requires an organization's realty department and lease administration teams to be adaptive toward ever-changing market conditions, reporting requirements, and system changes. You'll have the opportunity to work on projects to help advise clients address these issues. You'll help our clients by performing services designed to allow them to more confidently make decisions and execute on those decisions to drive performance. This work can take place directly at the client site or may be before performed remotely from a home office. Your responsibilities could include:Performing lease auditsPerforming lease and real estate document abstraction servicesPerforming lease administration consulting and outsourced servicesPerforming a variety of due diligence activities for acquisitions and/or investment transactionsPerforming financial cash flow modeling, including preparing Argus/Argus Enterprise based modelsPerforming lease data quality and integrity assessmentsPerforming strategic lease positioning assessments, including the calculation of net effective rents, lease language reviews, and market research Regardless of project type, your work will require:Demonstrated leadership and strong verbal and written communication skillsDemonstrated problem solving and critical thinking skillsExperience prioritizing tasks, working on multiple assignments and managing ambiguityExperience working independently and as part of a team with professionals at all levelsTraining, mentoring, and oversight of less experienced professionals and staffProactively managing one's own career- setting goals and career plans with advisory/career counselorThe team:Our Deloitte Advisory Valuation, Modeling and Financial Advisory team brings knowledgeable and experienced professionals in valuation advisory services, including entity and equity valuation, financial and regulatory modeling, intellectual property valuations, and complex securities valuation to help clients make the most appropriate decisions for their business. The Valuation team helps clients quantify, manage, and build value related to intellectual property, business enterprises and financial instruments. We serve as advisors on decisions related to mergers and acquisitions, litigation and disputes, bankruptcy and reorganization, financial reporting, taxation, strategic planning, and compliance. This team also covers the full spectrum of real estate consulting and valuation services, from evaluating large and diverse portfolios to performing single-property analyses to identifying and performing valuations of tangible and intangible real estate-related assets. The team serves clients throughout nearly all industries, handling many types of property-related issues, including due diligence, lease advisory, market analyses, underwriting process evaluations, portfolio related services, litigation support and expert witness services, and complex property analysis and valuation. Our professionals frequently deal with large portfolios of real property assets on a regional, national and even global basis.Learn more about our Valuation market offering at Deloitte.Lease more about our Commercial Lease Advisory Services at Deloitte.Qualifications:Required:3+ years of commercial real estate, advisory, and/or applicable consulting experience involving complex commercial real estate leases and operationsProficiency with Microsoft Excel, Word, and PowerPointFamiliarity with lease administration systems and/or IWMS systems such as CoStar, IBM Tririga, Lucernex, Manhattan One, and/or ProleaseAbility to balance multiple client projects and other responsibilitiesDemonstrated ability to provide services involving accounting and business consulting projects; participate in client presentationsProfessional demeanor and strong communication skills, both written and oralAbility to travel up to 80% (While the ability to travel up to 80% is a requirement of the role, due to COVID-19, non-essential travel has been suspended until further notice)Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future as immigration sponsorship is not available Preferred:Experience performing lease audit and/or internal audits involving leased real estateExposure and/or experience with Argus DCF and/or Argus Enterprise considered positiveProperty accounting and/or management experience considered positiveExperience performing technology enabled real estate lease abstraction considered positiveDesire to develop corporate real estate knowledge and experienceProfessional accreditations and certifications including Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), and/or Certified Property Manager (CPM), all considered positive Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. Learn more about our commitment to developing our people. As used in this posting, "Deloitte Advisory" means Deloitte & Touche LLP, which provides audit and enterprise risk services; Deloitte Financial Advisory Services LLP, which provides forensic, dispute, and other consulting services; and its affiliate, Deloitte Transactions and Business Analytics LLP, which provides a wide range of advisory and analytics services. Deloitte Transactions and Business Analytics LLP is not a certified public accounting firm. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. These entities are separate subsidiaries of Deloitte LLP. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, where applicable. See notices of various ban-the-box laws where available. Requisition code: 36672
09/15/2021
Position Summary Commercial Lease Advisory Services - Senior Consultant- Risk & Financial AdvisoryTransactions M&A | Valuation Modeling and Financial AdvisoryPosition SummaryDeloitte's Real Estate Consulting practice is passionate about real estate. Our practice's goal is help clients make better real estate decisions throughout the lifecycle of their real estate. The open position is within our Lease Advisory Services team which is a subset of this practice focused on addressing client issues involving leased real estate. Work you'll doCommercial real estate management is dynamic. It requires an organization's realty department and lease administration teams to be adaptive toward ever-changing market conditions, reporting requirements, and system changes. You'll have the opportunity to work on projects to help advise clients address these issues. You'll help our clients by performing services designed to allow them to more confidently make decisions and execute on those decisions to drive performance. This work can take place directly at the client site or may be before performed remotely from a home office. Your responsibilities could include:Performing lease auditsPerforming lease and real estate document abstraction servicesPerforming lease administration consulting and outsourced servicesPerforming a variety of due diligence activities for acquisitions and/or investment transactionsPerforming financial cash flow modeling, including preparing Argus/Argus Enterprise based modelsPerforming lease data quality and integrity assessmentsPerforming strategic lease positioning assessments, including the calculation of net effective rents, lease language reviews, and market research Regardless of project type, your work will require:Demonstrated leadership and strong verbal and written communication skillsDemonstrated problem solving and critical thinking skillsExperience prioritizing tasks, working on multiple assignments and managing ambiguityExperience working independently and as part of a team with professionals at all levelsTraining, mentoring, and oversight of less experienced professionals and staffProactively managing one's own career- setting goals and career plans with advisory/career counselorThe team:Our Deloitte Advisory Valuation, Modeling and Financial Advisory team brings knowledgeable and experienced professionals in valuation advisory services, including entity and equity valuation, financial and regulatory modeling, intellectual property valuations, and complex securities valuation to help clients make the most appropriate decisions for their business. The Valuation team helps clients quantify, manage, and build value related to intellectual property, business enterprises and financial instruments. We serve as advisors on decisions related to mergers and acquisitions, litigation and disputes, bankruptcy and reorganization, financial reporting, taxation, strategic planning, and compliance. This team also covers the full spectrum of real estate consulting and valuation services, from evaluating large and diverse portfolios to performing single-property analyses to identifying and performing valuations of tangible and intangible real estate-related assets. The team serves clients throughout nearly all industries, handling many types of property-related issues, including due diligence, lease advisory, market analyses, underwriting process evaluations, portfolio related services, litigation support and expert witness services, and complex property analysis and valuation. Our professionals frequently deal with large portfolios of real property assets on a regional, national and even global basis.Learn more about our Valuation market offering at Deloitte.Lease more about our Commercial Lease Advisory Services at Deloitte.Qualifications:Required:3+ years of commercial real estate, advisory, and/or applicable consulting experience involving complex commercial real estate leases and operationsProficiency with Microsoft Excel, Word, and PowerPointFamiliarity with lease administration systems and/or IWMS systems such as CoStar, IBM Tririga, Lucernex, Manhattan One, and/or ProleaseAbility to balance multiple client projects and other responsibilitiesDemonstrated ability to provide services involving accounting and business consulting projects; participate in client presentationsProfessional demeanor and strong communication skills, both written and oralAbility to travel up to 80% (While the ability to travel up to 80% is a requirement of the role, due to COVID-19, non-essential travel has been suspended until further notice)Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future as immigration sponsorship is not available Preferred:Experience performing lease audit and/or internal audits involving leased real estateExposure and/or experience with Argus DCF and/or Argus Enterprise considered positiveProperty accounting and/or management experience considered positiveExperience performing technology enabled real estate lease abstraction considered positiveDesire to develop corporate real estate knowledge and experienceProfessional accreditations and certifications including Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), and/or Certified Property Manager (CPM), all considered positive Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. Learn more about our commitment to developing our people. As used in this posting, "Deloitte Advisory" means Deloitte & Touche LLP, which provides audit and enterprise risk services; Deloitte Financial Advisory Services LLP, which provides forensic, dispute, and other consulting services; and its affiliate, Deloitte Transactions and Business Analytics LLP, which provides a wide range of advisory and analytics services. Deloitte Transactions and Business Analytics LLP is not a certified public accounting firm. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. These entities are separate subsidiaries of Deloitte LLP. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, where applicable. See notices of various ban-the-box laws where available. Requisition code: 36672
Remotely Work for a Top 100 Firm! This Jobot Job is hosted by: Brandon Zavala Are you a fit? Easy Apply now by clicking the "Apply on company site" button and sending us your resume. Salary: $100,000 per year A bit about us: This is a top-ranked firm looking to add to their team of dedicated professionals. Ideally need someone with an Oil & Gas background for the Remote Tax Manager position. Apply here and contact Hunter Dahlstrom directly for details at or (direct cell #) Why join us? Great benefits Excellent culture PTO, 401k, paid holidays Expected level of chargeable time is 1,400 - 1,500 hours, within the context of a 2,250-hour year Job Details Bachelors or Masters in Accounting CPA in practicing state (or in process of obtaining transfer) 5 years minimum of public accounting experience Interested in hearing more? Easy Apply now by clicking the "Apply on company site" button.
09/11/2021
Full time
Remotely Work for a Top 100 Firm! This Jobot Job is hosted by: Brandon Zavala Are you a fit? Easy Apply now by clicking the "Apply on company site" button and sending us your resume. Salary: $100,000 per year A bit about us: This is a top-ranked firm looking to add to their team of dedicated professionals. Ideally need someone with an Oil & Gas background for the Remote Tax Manager position. Apply here and contact Hunter Dahlstrom directly for details at or (direct cell #) Why join us? Great benefits Excellent culture PTO, 401k, paid holidays Expected level of chargeable time is 1,400 - 1,500 hours, within the context of a 2,250-hour year Job Details Bachelors or Masters in Accounting CPA in practicing state (or in process of obtaining transfer) 5 years minimum of public accounting experience Interested in hearing more? Easy Apply now by clicking the "Apply on company site" button.
Our Valuation Advisory Team is looking for a dynamic Valuation Manager in our DC Metro, New York, Chicago, Atlanta, Austin, Baltimore, Boston, Charlotte, Hartford, Los Angeles, Parsippany, Sacramento, or San Diego office. This role can also be virtual/remote. The Valuation Manager will focus on valuations within the broad scope of the real estate industry to include fractional equity interests of real estate and the value of real estate related operating businesses. CohnReznick is a top National Advisory, Assurance and Tax accounting, firm with a team of over 3,000 employees in 25 cities. As a member of our team, we will provide you with the necessary tools to take your career to the next level. Your success is our success. You will be responsible for: Increasing responsibility towards overall daily management of engagements. Assist in designing scope of work for engagements. Prepare and review valuation analyses and reports of equity interest and businesses for transactions, tax and regulatory compliance, strategic planning, and litigation purposes. Review and analyze client financial data, market data, industry data, economic data, and partnership documents (if applicable). Supervise, mentor, and develop staff; provide performance feedback and training. Communicate the status of engagements and deliverables on a regular basis. Responsible for quality control and accuracy of client deliverables. Improve internal processes, procedures, policies, analyses, and models. Develop and maintain sustainable client and referral relationships. Actively pursue and assist in business development efforts, including collaboration with other CohnReznick practices. You will need: 4+ years business valuation experience working on valuations of equity fractional interests in real estate and real estate related operating business (e.g., development platforms, construction companies, property management companies, funds) for a variety of purposes to include transaction, tax, fair value, and litigation. Ability to read, understand, and explain simply (in writing and conversation) complex partnership agreement provisions. Experience working with: Strong analytical and financial modeling skills. Proven ability to effectively interact directly with senior client personnel and key decision-makers. ASA, CFA, CPA/ABV, CVA, or MAI (designation or significant progress made towards the designation and expected to be obtained within 2 years). Your CR Advantage: Competitive salary and benefits 401k Match Profit Sharing Discretionary annual bonuses and spot bonuses 30 days of Paid Time Off + 10 Holidays + 5 early closing days Professional Development Guided career path Designated L&D team Career Coach Education reimbursement CPA bonus plan Resources of a national firm Work-life Perks Flexible work arrangements DressSmart Policy - dress for your day! Learn more Connect with us CohnReznick is an organization committed to diversity and inclusion to drive our business results and create a better future every day for our diverse employees, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters Equal Opportunity/Affirmative Action Employer Minorities/Females/Protected Veterans/Persons with Disabilities Employment is subject to verification of pre-screening tests, which may include background check and credit check If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. #GD #CB #LI-WC1 #LI-remote
09/02/2021
Full time
Our Valuation Advisory Team is looking for a dynamic Valuation Manager in our DC Metro, New York, Chicago, Atlanta, Austin, Baltimore, Boston, Charlotte, Hartford, Los Angeles, Parsippany, Sacramento, or San Diego office. This role can also be virtual/remote. The Valuation Manager will focus on valuations within the broad scope of the real estate industry to include fractional equity interests of real estate and the value of real estate related operating businesses. CohnReznick is a top National Advisory, Assurance and Tax accounting, firm with a team of over 3,000 employees in 25 cities. As a member of our team, we will provide you with the necessary tools to take your career to the next level. Your success is our success. You will be responsible for: Increasing responsibility towards overall daily management of engagements. Assist in designing scope of work for engagements. Prepare and review valuation analyses and reports of equity interest and businesses for transactions, tax and regulatory compliance, strategic planning, and litigation purposes. Review and analyze client financial data, market data, industry data, economic data, and partnership documents (if applicable). Supervise, mentor, and develop staff; provide performance feedback and training. Communicate the status of engagements and deliverables on a regular basis. Responsible for quality control and accuracy of client deliverables. Improve internal processes, procedures, policies, analyses, and models. Develop and maintain sustainable client and referral relationships. Actively pursue and assist in business development efforts, including collaboration with other CohnReznick practices. You will need: 4+ years business valuation experience working on valuations of equity fractional interests in real estate and real estate related operating business (e.g., development platforms, construction companies, property management companies, funds) for a variety of purposes to include transaction, tax, fair value, and litigation. Ability to read, understand, and explain simply (in writing and conversation) complex partnership agreement provisions. Experience working with: Strong analytical and financial modeling skills. Proven ability to effectively interact directly with senior client personnel and key decision-makers. ASA, CFA, CPA/ABV, CVA, or MAI (designation or significant progress made towards the designation and expected to be obtained within 2 years). Your CR Advantage: Competitive salary and benefits 401k Match Profit Sharing Discretionary annual bonuses and spot bonuses 30 days of Paid Time Off + 10 Holidays + 5 early closing days Professional Development Guided career path Designated L&D team Career Coach Education reimbursement CPA bonus plan Resources of a national firm Work-life Perks Flexible work arrangements DressSmart Policy - dress for your day! Learn more Connect with us CohnReznick is an organization committed to diversity and inclusion to drive our business results and create a better future every day for our diverse employees, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters Equal Opportunity/Affirmative Action Employer Minorities/Females/Protected Veterans/Persons with Disabilities Employment is subject to verification of pre-screening tests, which may include background check and credit check If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. #GD #CB #LI-WC1 #LI-remote