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Bookkeeper
Henry Insurance ServiceBaton Rouge, United States36 days ago
Full TimeOn-siteJunior
accountingbookkeepinggaapaccounts payableaccounts receivablegeneral ledger+3

Henry Insurance, a local Independent Insurance Agency, is seeking a detail-oriented Bookkeeper to support the financial operations of a growing organization. This role is responsible for maintaining accurate financial records, supporting day-to-day accounting functions, and ensuring timely and accurate processing of transactions. The ideal candidate is organized, reliable, and able to manage multiple priorities in a fast-paced environment. At Henry Insurance Service we believe in service, dedication, and loyalty. We are committed to serving all our clients equally and fairly, dedicated to providing our clients with coverage options to meet their unique needs. If working with a company whose culture is founded on service, dedication and loyalty appeals to you, we have an opportunity for you! Benefits Include: Competitive Compensation based on experience Comprehensive health insurance package. 401(k) plan with company match. Paid time off & work-life balance. Responsibilities Include: Manage day-to-day bookkeeping functions, including accounts payable, accounts receivable, and payroll Reconcile bank accounts and balance sheet accounts on a regular basis Prepare and process payments, ensuring accuracy and proper documentation Maintain accurate general ledger coding in accordance with accounting principles Communicate with vendors to resolve discrepancies and obtain required documentation Assist with month-end and year-end close processes Analyze financial data and prepare reports to support internal decision-making Maintain organized and confidential financial records Support ongoing process improvements to enhance efficiency and accuracy Provide additional administrative support as needed Qualifications 3–5 years of experience in bookkeeping or accounting Bachelor's degree in Accounting or related field preferred, but not required Solid understanding of basic accounting principles (GAAP knowledge a plus) Proficiency with Quickbooks Strong attention to detail and organizational skills Ability to manage multiple tasks and meet deadlines Strong communication and problem-solving abilities Ability to handle sensitive information with a high level of confidentiality Self-starter with the ability to work independently and take ownership of responsibilities

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Bookkeeper
VenteonWest Bloomfield Township, United States29 days ago
Full TimeOn-siteMid$55,000 - $65,000 / Year
raccountingbookkeepinggaapgeneral ledgerexcel+3

VENTEON and HARVARD RESOURCE SOLUTIONS are hiring a detail-oriented BOOKKEEPER to provide support in Oakland County, MI. Our client is seeking an individual to execute accounting activities and provide support for the month-end closing process. POSITION TYPE : Full time, direct hire position. In Office daily. PAY $55,000 to $65,000 annually plus PTO and benefits. Requirements of the Bookkeeper: College degree is nice to have. HS Diploma required. Knowledge of GAAP required. 4–5+ years of hands-on bookkeeping or accounting experience. Experience with A/P, A/R, bank reconciliations, credit card reconciliations, creating journal entries and performing general ledger reconciliations. Experience with accrual accounting , debits, and credits. Project accounting, job-costing, or progress billing experience needed. Person who enjoys working with numbers and strives for accuracy. Strong working knowledge of QuickBooks Online. Strong MS Excel capability. Duties of the Bookkeeper: Work closely with the Finance Director to ensure accounting tasks are completed timely and accurately. Maintain vendor and customer account information in the system. Enter vendor invoices, code them correctly to the job / general ledger account code, and process vendor payments bi-weekly. Generate customer invoices according to specific contract terms including work-in-progress invoices. Process sales transactions daily. Provide support for month-end close by preparing and entering journal entries and accruals, performing reconciliations, and producing financial reports. Reconcile bank accounts, credit cards, loans, and balance-sheet accounts. Support the broader team with additional bookkeeping tasks as needed to help close the books accurately and on time each month.

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Full Charge Bookkeeper (CPA Firm)
Freedman CPA, P.C.Plantation, United States43 days ago
Full TimeOn-siteMid
accountingbookkeepingtaxauditingaccounts payableaccounts receivable+4

About Our Firm: Founded in 1991, We are a boutique certified public accounting firm with offices in New York City, NY and Plantation, FL serving an impressive roster of clients. Our clients, both individuals and commercial, are extremely sophisticated and accordingly so is the work we perform for them. The work includes traditional accounting, auditing and attestation services, tax planning and preparation, estate planning and client specific consulting, to mention just a few. Bookkeeper Job Description We are looking for a diligent Bookkeeper to join our firm and take care of our clients' day to day financial tasks. You will be responsible for both accounts payable and receivable along with all payroll and bank account management and reconciliation tasks. To do well in this role you should have previous experience as a Bookkeeper and have used Quickbooks. Bookkeeper Responsibilities: Record day-to-day financial transactions and complete the posting process. Reconcile sales taxes, payroll taxes, 401k, and bank accounts at the end of each month. Monitor financial transactions and reports. Process accounts receivable and payable. Process checks. Understand ledgers. Work with an accountant when necessary. Handle monthly payroll using accounting software. Bookkeeper Requirements: Associate's degree or higher in accounting or business administration. Excellent knowledge of general accounting principles. Knowledge of bookkeeping software. At least 3 years of bookkeeping experience, preferably within a business-services environment. Excellent communication skills, both verbal and written. Attention to detail and accuracy of work. Experience with accounting software such as Quickbooks. Able to prepare, review, and understand a financial statement.

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Full Charge Bookkeeper
WELL BILT IndustriesOcala, United States50 days ago
Full TimeOn-siteExecutive
steelmanufacturingaccountingbookkeepingtaxaccounts payable+8

AP/AR Bookkeeper Well Bilt Industries |Hangar Door Manufacturing & Service About the Job Well Bilt Industries is a growing manufacturer specializing in hangar door systems for the aviation and industrial markets. With more than 35 employees and counting, we're expanding our accounting department to support our growing and diversified business. As a rising leader in this niche global industry, we take pride in quality workmanship and craftsmanship, and we're looking for a dependable, detail-oriented Bookkeeper to own our day-to-day accounts payable and accounts receivable, keep our financial records accurate and audit-ready, and support our continued growth. Position Overview We are seeking a detail-oriented AP/AR Bookkeeper to join our accounting team in the steel manufacturing and aircraft hangar door industry. This role owns the daily accounts payable and accounts receivable cycles and supports general bookkeeping across our business units. Responsibilities include processing vendor bills and payments, invoicing customers and applying receipts, tracking customer deposits, reconciling bank and credit card accounts, and keeping our QuickBooks Online records clean and current. The ideal candidate has 5+ years of accounts payable, accounts receivable, or full-cycle bookkeeping experience and is comfortable working closely with the Accounting Manager, the President, and department leads in a smaller team environment. Key Responsibilities Accounts Payable Record and track vendor invoices Code all vendor activity accurately to the correct account and business unit Match invoices to purchase orders and receiving documentation, and resolve discrepancies with vendors and the operations team Prepare and run the weekly payment cycle across divisions and payment methods (checks, ACH, and company credit cards) Maintain vendor records and payment schedules, collect and file W-9s, and support year-end 1099 preparation Reconcile vendor statements and research aged or disputed balances Accounts Receivable Enter and manage sales invoices for door systems, installation and service jobs, and related projects Apply customer payments and monitor customer deposits, ensuring proper allocation to sales or job costs Maintain the AR aging, monitor past-due accounts, and follow up on collections in coordination with the sales team Coordinate with sales and service departments to ensure all transactions are accurately recorded and properly documented Cash & Bank Management Perform bank reconciliations across multiple accounts (operating, deposits, credit card) Monitor daily cash activity and merchant deposits, and ensure proper coding of transactions Close & Reporting Support Manage daily accounting transactions in QuickBooks Online across all operating divisions Assist with month-end close, including accruals, reclasses, and account reconciliations Maintain accurate general ledger coding and supporting detail by business unit Prepare reports and spreadsheets for the Accounting Manager and finance leadership as requested Compliance & Documentation Support Florida sales tax (DR-15) preparation by compiling and reviewing the underlying invoice and sales receipt detail Pull and organize supporting documentation for external audits, lender field exams, and other requests Follow established accounting procedures and internal controls Handle confidential company, customer, and vendor information with discretion What We Offer Competitive hourly pay based on experience Health insurance contribution Paid time off and holidays Opportunity to grow with a company that values its employees and invests in their long-term success Equal Opportunity Statement Well Bilt Industries USA, LLC is committed to diversity and inclusivity. Well Bilt Industries USA, LLC | Ocala, Florida | wellbiltdoors.com #Hiring #BusinessDevelopment #ConstructionIndustry #AECIndustry #Preconstruction #HangarDoors #IndustrialDoors #SalesJobs #NowHiring

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Bookkeeper
Full TimeOn-siteJunior
dentalcaaccountingbookkeepingtaxaccounts payable+7

Job Title: Experienced Bookkeeper Company: Eichenbaum, Comer & Ratynets, An Accountancy Corporation Location: Woodland Hills, CA (Serving the greater Los Angeles area) About Us Founded in 1989, Eichenbaum, Comer & Ratynets is a reputable full-service accounting firm based in Woodland Hills, California. We specialize in providing responsive, professional, and high-quality accounting, tax, consulting, and business management services to individuals, closely-held businesses, and professional companies across various industries. We pride ourselves on employing top-tier professionals who deliver practical, timely solutions to our clients. Position Overview We are seeking a detail-oriented, experienced Bookkeeper to join our growing team. In this role, you will provide essential financial and general accounting support to a diverse portfolio of small businesses and individual clients. Key Responsibilities Maintain general ledgers and process full-cycle bookkeeping for various clients. Perform bank and credit card reconciliations. Handle accounts payable (AP) and accounts receivable (AR). Prepare routine financial reports and statements. Assist with payroll processing and related tax compliance. Collaborate closely with our CPAs and staff to ensure accurate, timely service delivery for clients. Qualifications Proven experience as a Bookkeeper, preferably within a public accounting firm or multi-client environment. Strong proficiency in bookkeeping software (e.g., QuickBooks, Xero) and Microsoft Office Suite. Exceptional attention to detail, organizational skills, and the ability to manage multiple priorities. Excellent communication and client-service skills. What Success Looks Like In this role, you will successfully: Deliver accurate accounting and financial work within established deadlines Keep clients informed and respond promptly to questions Manage a high-volume workload without sacrificing quality Recognize potential financial or tax opportunities and issues Build trusted, long-term relationships with clients Contribute to a collaborative and responsive client-service culture Compensation and Benefits Competitive compensation based on experience and qualifications Full benefits package including comprehensive health, dental, and vision insurance Life insurance 401(k) with company matching Paid time off and a solid schedule of paid holidays to disconnect and recharge Why Join Eichenbaum, Comer & Ratynets? Work directly with experienced accounting and tax professionals Gain exposure to a broad range of individuals, industries, and business entities Take ownership of meaningful client relationships Help clients solve complex tax, accounting, and business challenges Join a growing firm that values practical expertise, responsiveness, and high-quality work Build your career in an environment where your contributions have a visible impact on clients and the firm Supportive Environment: We understand life happens and are genuinely supportive of our team's lives outside of work Growth & Development: Clear paths for internal promotion and professional advancement Office Culture: A collaborative team environment paired with a fully stocked snack and beverage bar Bi-Weekly Catered Lunches: Rotating local culinary favorites every other Tuesday, turning midday meals into an intentional ritual for team bonding and cross-departmental community building

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Bookkeeper (Full-Time)
Full TimeOn-siteJunior
dentalaccountingbookkeepingexcelquickbooksinsurance+2

Industry: Non-profit organization specializing in SBA 504 loans Compensation: Competitive salary based on qualifications and experience plus a comprehensive benefits package (see below for details) Location: Tallahassee, FL (in-office) Summary of Qualifications: 2+ years of professional bookkeeping or accounting experience High school diploma or equivalent (required) Associate's degree or coursework in accounting, bookkeeping, or a related field (preferred) Proficiency with accounting software, preferably QuickBooks Proficiency with Microsoft Excel : About us: Florida First Capital Finance Corporation (FFCFC) is a self-sufficient non-profit organization with headquarters in Tallahassee, FL and other offices across Florida, Alabama and Georgia. When applying for a new job, we feel that it's important for you to know about the workplace culture. You can read about Our Story on our website. At FFCFC, our mission is to drive economic development and job creation by helping small business access capital through SBA, U.S. Treasury and state loan programs. We are especially proud of our goal of increasing lending assistance to underserved businesses and communities. FFCFC is a stable and growing non-profit organization, and we have a lot of pride in our achievements and in our mission. Our workplace is a smaller office environment, so you get to know everyone in the office (i.e. you won't just be a "number"). About this position: We are seeking a motivated Bookkeeper to join our team in Tallahassee, FL. In this role, you'll independently handle a variety of accounting functions, from classifying transactions and making deposits to keeping our financial records audit-ready. You'll also respond to public inquiries about our corporately administered loan programs. We are specifically looking for someone who: Has strong attention to detail and accuracy with numbers Has excellent organizational and time-management skills, with the ability to meet recurring deadlines Communicates clearly and professionally when following up with employees and vendors Can work independently and manage multiple tasks Is looking for more than just a "job" and wants a stable career with a growing company Wants to work for a company that has a higher purpose than simply making a profit Lives in or near Tallahassee, FL : Essential Functions of the Bookkeeper: Reviews and classifies daily transactions in QuickBooks Ensures compliance with company credit card and expense reimbursement policies Prepares and makes timely bank deposits Organizes and maintains financial documents for audits Assists in reviewing EFT entries for accuracy Assists with other accounting and administrative duties, such as entering transactions and answering phones Responds to public inquiries regarding corporately administered loan programs : Requirements The ideal candidate is someone who: Has 2+ years of professional bookkeeping or accounting experience Has a high level of proficiency with accounting software (preferably QuickBooks) Has earned a high school diploma or equivalent (required) Has an associate's degree or coursework in accounting, bookkeeping, or a related field (preferred) Is proficient with Microsoft Excel Has professional communication skills and can maintain effective working relationships Is available to work full-time, Monday through Friday, 8am to 5pm, in our Tallahassee, FL office Can pass a rigorous criminal background check Benefits Here at FFCFC, we understand that highly satisfied employees are key to a thriving business. This is why we offer: A competitive annual salary based on experience and qualifications A generous annual contribution to a simple IRA account based on the organization's financial performance A workplace culture that supports collaboration, teamwork, training, and professional growth A tight team environment where you get to know all of your colleagues (i.e. you're not just a number) Health insurance through Capital Health Plan (Tallahassee) or Florida Blue (100% employer paid for the employee, partial or up to full coverage for family) Dental insurance that is 100% employer-paid Optional vision insurance Life and long-term disability insurance (100% employer paid) Voluntary flexible spending account (FSA) 12 vacation days and 10 sick days accrued each year Seven (7) paid holidays each year Occasional remote work can be discussed : If you think you'd be a good fit, we'd love to see you apply! When applying, please upload your resume and a cover letter that includes contact information (email addresses or phone numbers) for three professional references. Note that all communication will be done via email, so be sure to check your inbox and spam folder regularly. You do not need to contact our office about the status of your application; if we are interested in having you proceed through our applicant vetting process, we will contact you by email. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are ADA compliant and an E-verify employer.

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Tax Manager
GpacCleveland, United States36 days ago
Full TimeOn-siteMid$110,000 - $160,000 / Year
cpaaccountingtaxcompliancecomplianceresearch

An established CPA firm is looking to add a Tax Manager to their team. This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is an opportunity for a Tax Manager to join a team of highly motivated staff. Tax Manager Responsibilities Lead and manage tax compliance, reporting, and filing processes for clients. Develop and implement tax planning strategies to minimize tax liabilities. Review and analyze complex tax issues and provide recommendations. Research and interpret tax laws and regulations to ensure compliance. Supervise, mentor, and develop a team of tax professionals. Act as a strategic advisor to clients on tax-related matters. Tax Manager Qualifications Bachelor's Degree in Accounting or related field Must have CPA 5+ years of proven experience in public accounting Strong knowledge of federal, state, and local tax regulations. Excellent leadership, communication, and client-facing skills. Ability to multitask, prioritize, and work efficiently in a fast-paced environment. Tax Manager Compensation $110,000-160,000 Excellent benefits package To be considered, please apply with a resume. If you have any other questions or wish to discuss any other Public Accounting positions, reach out to Whitney Coles with Gpac at whitney.coles@gogpac.com All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

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Tax Manager - Renewable Energy
KPMG USRichmond, United States59 days ago
Full TimeOn-siteMid
llmdentalmental healthcpacaaccounting+7

At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a Tax Manager - Renewable Energy to join our Business Tax Services practice. Responsibilities: Provide tax compliance and advisory services to corporations and partnerships across the renewable energy industry, ranging from emerging developers and sponsors to large institutional investors and infrastructure funds Prepare and review federal and state income tax returns and related workpapers, including partnership and corporate tax filings Advise clients on a broad range of renewable energy tax matters, including tax equity partnerships, transferable tax credits, project acquisitions and dispositions, partnership restructurings, and other renewable energy transactions related to the Inflation Reduction Act Work as part of a multi-disciplinary team delivering industry-specific tax technical knowledge and practical commercial advice Manage a portfolio of client engagements of varying size and scope and serve as a primary point of contact for internal and external clients Build and maintain client relationships through the delivery of high-quality tax services and responsive client support Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment Qualifications: Minimum five years of recent federal tax experience in a public accounting firm, corporation, or law firm, including experience with partnership and/or corporate taxation Bachelor's degree, J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) from an accredited college/university Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list Experience with or demonstrated interest in renewable energy tax incentives, tax equity structures, transferable tax credits, and/or M&A transactions preferred Strong tax research, analytical, modeling, and writing skills Excellent verbal and written communication skills with the ability to explain complex tax concepts clearly KPMG LLP and its subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: https://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M310B_3_26 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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Tax Manager
Afflatus LLCKirkwood, United States30 days ago
Full TimeOn-siteMid
dentalproject managementcpaaccountingtaxinsurance+4

About the Organization The organization is a professional accounting and advisory firm that provides comprehensive financial services to businesses and organizations. The firm offers tax services, outsourced accounting, payroll and CFO support, financial statement preparation, reporting, and business advisory services. With a focus on personalized client service, financial expertise, and practical business insights, the organization helps clients make informed financial decisions and navigate an evolving business environment. Position Summary The Tax Manager will be responsible for managing client assignments and projects while delivering high-quality tax services. This position requires strong technical tax knowledge, leadership capabilities, excellent communication skills, project management abilities, and strong client relationship skills. The Manager will work closely with partners, clients, and tax/accounting professionals to ensure assignments are completed accurately, efficiently, and within established deadlines. Key Responsibilities Review tax returns for: Corporate Partnership Individual Trusts & Estates Gift Tax Private Foundations Prepare and review year-end tax projections. Analyze tax planning strategies and present recommendations to clients. Research and support tax return positions. Research and develop tax planning strategies. Manage staff assignments, training, coaching, and development. Plan, organize, and manage multiple projects and resources. Track project schedules and due dates. Develop and maintain long-term client relationships. Serve as a bridge between clients, staff, and partners. Develop and improve processes and procedures to maintain quality, efficiency, and consistency. Ensure staff understand and properly follow established procedures. Ensure projects and tax returns are accurate, complete, well-documented, and client-ready before partner review. Maintain organized files, project records, notes, and task tracking. Lead by example and help staff prioritize work and meet deadlines. Anticipate project issues, evaluate alternatives, and take appropriate action to resolve them. Manage assignment budgets and profitability. Identify opportunities for additional value-added services and cross-selling. Support recruitment, business development, retention, and firm-wide initiatives. Develop functional specialization and/or industry expertise. Share knowledge and actively support team development. Coach and mentor less experienced team members. Key Success Factors Strong business acumen Strong technical tax knowledge and skills Project management capabilities Team leadership and coaching skills Strong client relationship skills Excellent communication Strong organization and attention to detail Ability to manage multiple priorities and deadlines Qualifications & Experience Bachelor's degree in Accounting, Finance, or a related field. Active CPA license required. Strong technical tax experience. Demonstrated leadership and management experience. Experience reviewing multiple types of tax returns. Strong tax research, planning, and projection experience. Experience training and developing staff. Strong client-facing and relationship management experience. Strong project management and organizational skills. Ability to lead, motivate, and coach teams. Strong understanding of professional services and client needs. Key Performance Indicators Assignments completed within established timeframes and budgets. High level of client satisfaction. Business development and cross-selling results. Team satisfaction and development. Participation in firm-wide recruitment, business development, and retention initiatives. Benefits 401(k): Employer matches up to 4% of the employee's elective deferral. New employees become eligible to participate beginning the first month after 60 days of employment. Paid Time Off: 15 days per year, increasing to 20 days after four years with the firm. Restrictions may apply from November 30 through April 30. Paid Holidays: New Year's Day, April 16th, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Friday after Thanksgiving, and Christmas Day. Health Insurance: Employer pays 100% of the premium for the employee's high-deductible health insurance coverage eligible for HSA participation, effective the first day of the calendar month coinciding with or following completion of 30 consecutive days of active employment. Life Insurance: $50,000 group term life insurance is provided. Disability Insurance: Long-term and short-term disability insurance is provided based on compensation. Cafeteria Plan: Available for dental insurance, family health insurance, and HSA funding. HSA Funding: Employer provides a 50% match up to $25 per pay period. License & Professional Dues: Employer pays annual Missouri CPA license renewal, PTIN renewal fees, MOCPA membership dues, and AICPA membership for Managers and above. CPE: Employer pays for continuing education required to maintain the CPA license.

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Tax Manager - Real Estate
WeaverPasadena, United States33 days ago
Full TimeOn-siteMid$125,000 - $191,000 / Year
dentalcpaaccountingtaxinsurancecompliance+5

The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions. While our business is based in numbers, our success is truly based on people. It's why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver's core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm. Learn more about our services, industry experience and culture at weaver.com. Position Profile Weaver is looking for a Tax Manager with Real Estate experience to join our growing firm. A Real Estate Tax Manager provides federal tax compliance and planning services to Weaver's Real Estate clients. They will develop advanced knowledge in this niche, while training and mentoring other staff members in this area. A Weaver Tax Manager works closely with firm leadership and plays a key role in business development and team development. To be successful in this role, the following qualifications are required: Bachelor's degree in Accounting CPA with 5 + years of experience in public accounting A thorough understanding of individual, partnership, S-Corp, C-Corp returns, research and general business planning knowledge Technical expertise in tax planning and execution for Real Estate clients Additionally, The Following Qualifications Are Preferred Master's degree in Accounting or related field Proven ability to manage, mentor and develop staff Strong relationship management and practice development skills Ability to attract and service new clients and expand services to existing clients Weaver Compensation and Benefits: At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. A reasonable estimate of the compensation range for this position is $125,000 to $191,000 in the New York and California Metropolitan areas. Actual compensation will be based on a variety of factors including but not limited to experience, skills, certifications, and geographical location. In addition to compensation packages, Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - Weaver benefits. We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm. WeaverLEAD We Are Committed To Investing In The Strength Of Our Team. That Is Why We Have Created An Internal Leadership Coaching Program To Train Leaders To Support Other Leaders At Every Level Of The Organization. The Goal Of WeaverLEAD Is To Inspire The Growth And Development Of Our Leaders By L eaning into the experience of exploring new ideas for each individual's growth as a leader. E ngaging the coaching mindset at work with new ways of thinking about challenges and opportunities. A dapting to the transformation that takes place as a result of participating in the program. D eveloping yourself and others with coaching competencies to create a firm-wide culture of coaching. People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer. What's next? Interested applicants should apply directly to the job posting. Applications for this position will be accepted for at least 5 days from the date of posting. We encourage any candidate who is interested and qualified to apply as soon as possible. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you! Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.

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Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager
Full TimeOn-siteMid$106,500 - $195,100 / Year
gophoenixdentalcpaaccountingtax+9

Location: Los Angeles, Akron, Charleston, Cleveland, Columbus, Des Moines, Detroit, Grand Rapids, Indiannapolis, Kansas City, Milwaukee, Minneapolis, Pittsburgh, St. Louis, Toledo, Portland, Sacramento, Salt Lake City, San Francisco, San Jose, San Mateo, Seattle, Denver, Honolulu, Irvine, Las Vegas, Phoenix, San Diego At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Will you shape the future or will the future shape you? The opportunity Our Wealth Tax Advisory Practice is a rapidly growing and dynamic team, serving premier families and their enterprises across the U.S. and globally. We provide bespoke wealth advisory services, including estate planning, structuring, and transactional advisory, to some of the most influential clients. As we continue to expand, we are looking for a Manager to join our team and work on key engagements, mentor junior professionals, and further deepen client relationships. As a Manager in Private Tax, you will be at the forefront of providing personal and private tax advice and compliance support to business owners, business-owning families, and owners of private wealth. You'll advise on matters involving family, business entities, and private wealth management, including High Net Worth Individuals' personal business matters, family and business governance, wealth transfer succession, family constitutions, and cross-border multijurisdictional families. Key responsibilities include: Leading the delivery of tailored tax advice and compliance solutions for complex family and business structures. Supporting clients in wealth transfer, succession planning, and governance strategies. Navigating the unique challenges of multijurisdictional families and cross-border tax matters Your Key Responsibilities The core purpose of this role is to effectively manage and deliver one or more processes, solutions, and projects, with a strong focus on quality and risk management. You will be responsible for continuous process improvement, identifying innovative solutions through research and analysis, and applying best practices. The role offers the opportunity to guide and supervise professional employees or others to deliver complex technical initiatives, with accountability for performance and results. You'll apply your depth of expertise to interpret internal and external issues, recommend quality solutions, and meet performance objectives and metrics in client service, risk management, sales, and business growth. Regular travel may be required to meet client needs, and you'll actively participate in client working sessions on a daily basis Work on wealth advisory engagements, including sophisticated tax planning and structuring advice, including complex estate, trust and gift tax returns to high-net-worth clients and family offices. Researching tax issues to develop effective tax planning strategies Communicating complex tax issues to non-tax professionals and clients Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel Identifying and reacting to risks and opportunities to improve our services and processes Skills And Attributes For Success Success in this role will be driven by your ability to manage complex projects, deliver high-quality solutions, and lead teams with broad visibility. Your analytical skills, commercial acumen, and ability to drive outcomes will set you apart. Demonstrated ability to manage and deliver processes, solutions, and projects while maintaining a focus on quality and risk management. Experience in continuous process improvement and identification of innovative solutions through research and analysis. Proven ability to guide and supervise others to deliver complex technical initiatives, with accountability for performance and results. Depth of expertise in interpreting internal and external issues to recommend quality solutions. Track record of meeting performance objectives and metrics in client service, risk management, sales, and business growth. To qualify for the role you must have A bachelor's degree in a related field, supported by tax, business or financial planning experience CPA certification or membership in The Bar Typically, no less than 4 - 6 years relevant experience. A thorough understanding of estate and wealth planning Experience with federal and state personal and trust taxation Experience with flow through entities (S-Corps, Partnerships, LLC's) A thorough understanding of automated tax processing systems A commitment to continuing your learning Willingness to travel as needed Specialized Skills: Tax Compliance and Reporting Requirements Data Analysis and Interpretation Multijurisdictional Corporate and Personal Tax Structures Organizational and Taxation Structure Design Accounting Principles and Standards Tax Research and Analysis Tax Memo, Report, and Letter Writing Application and Tool Analysis Building and managing relationships Leading teams Ideally you will also have A proven record in a professional services environment Experience in coaching and mentoring junior colleagues Experience leading workstream delivery and tracking project status. Ability to implement resource plans and budgets for complex initiatives. Experience managing engagement economics and identifying opportunities for additional services. Exposure to leading RFP responses and participating in client working sessions. What We Look For We seek top performers who are passionate about delivering high-quality solutions, thrive in dynamic environments, and demonstrate strong leadership and analytical skills. The ideal candidate is adaptable, commercially minded, and committed to continuous learning and innovation What We Offer You At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more. We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $106,500 to $195,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $127,700 to $221,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.

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Tax Manager
Bryn Mawr TrustWilmington, United States29 days ago
Full TimeOn-siteMid$92,869 - $152,569 / Year
llmdentalquality controlcpaaccountingtax+4

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Tax Manager will lead trust tax compliance activities supporting our Delaware corporate trustee operations catering to personal trust and high net worth trust settlors. This role is responsible for the preparation and oversight of trust federal, state, and local tax returns, while serving as a trusted resource to Trust Officers, Wealth Advisors, Portfolio Managers, clients, and other tax professionals. This role operates with a high degree of independence and collaboration, requiring sound judgment, strong problem-solving skills, and the ability to make informed decisions related to tax compliance, operational processes, and client service. The Tax Manager will partner closely with business leaders and stakeholders while helping shape the future direction of the Delaware Trust Tax Services function. This is an exciting opportunity to lead a growing Delaware Trust Tax Services team and help shape the future of the organization's trust tax operations. The successful candidate will be instrumental in building the foundation of the function, developing efficient processes, optimizing workflows, and leveraging technology to create a scalable and industry-leading trust tax operation. Job Responsibilities: Apply federal, state, and local tax laws to ensure all tax compliance and filing requirements are timely completed for assigned clients, which will primarily be the Bryn Mawr Trust Company of Delaware, a limited purpose trust company established in Delaware. Manage relationships with Trust Officers and Financial Advisors. Lead and manage the Delaware Trust Tax Services team. Respond to and resolve notices received from federal, state, and local taxing authorities. Stay current with tax law changes and their application to assigned accounts. Experience working with a Corporate Trustee, Trust Company, Wealth Management firm, or related fiduciary environment. Experience leading tax operations, process improvements, and team development initiatives. Provide coaching, guidance, and technical expertise to team members. Oversee workload planning, prioritization, and quality control to ensure service excellence and compliance standards are achieved. Perform additional responsibilities as required. Support the mission, strategy, and values of Bryn Mawr Trust. Minimum Qualifications: Bachelor's degree in Accounting, Finance, Business, or a related field. Masters in taxation or LLM preferred. Minimum of 10 years of relevant tax experience. Professional tax credential such as CPA, EA, or JD. Strong knowledge of complex federal, state, and local tax regulations. Experience with international trust and FATCA. Experience in Nevada trust taxation preferred. Ability to interpret and apply IRS code requirements to account transactions. Excellent technology skills with the ability to operate effectively across multiple systems and platforms. Demonstrated ability to build relationships, collaborate across teams, and effectively manage stakeholder interactions. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States. Salary Range: $92,869.00 - $152,569.00 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/ WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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