About The Company At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That's why we've built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value. We're building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you'll be part of a community shaping the future of the profession. BFJ is hiring! BFJ was founded in 2002 in Saint Paul, Minnesota. We are an accounting and advisory firm that provides consulting services to industries including construction, real estate, manufacturing, and franchise; and niche areas like professional services, trust and estate, and retail. Our growing firm has a modern office environment and culture of workplace well-being. We attract and retain talent with the approach that everyone should be excellent at what they do. BFJ's mission is to make public accounting the career of choice in the financial industry. Tax Manager This individual is responsible for organizing and managing client assignments and projects, including the completion of assignment tasks and project components as well as coaching, advising, and directing team members in meeting client and firm expectations. Tax managers should exhibit a high level of integrity and drive. Job Responsibilities Manage multiple client engagements simultaneously, ensuring overall success of each project Preparation and review of Individual, Trust, Estate, Partnership, Corporation, and Real Estate Partnership Tax Returns Manage, develop, train, and mentor team members on projects and assess performance for engagements and annual reviews Supervise and review team members' work for accuracy and compliance with professional standards Review of Individual returns that include: Multiple, complex partnership K-1s Stock options Multi-state K-1s Ability to research, interpret, and apply tax code to unique circumstances. Maintain active communication with clients to manage expectations and ensure satisfaction Actively invest in professional development individually and through participation of continuing professional education, including sharing knowledge within the firm Participate in firm wide initiatives including recruitment Work with partners on proposals and business development Requirements Include 5+ years of current or recent public accounting experience providing related tax experience Minimum of a Bachelor's Degree in Accounting or similar Current CPA license Experience leading teams and mentoring staff Compensation & Benefits The total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers. We Provide a Robust Benefits Package, Including Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) Company-Paid Life and Long-Term & Short-Term Disability Insurance Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning Equal Opportunity We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.
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Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. Essential Duties Tax Services Provide high quality individual, trust, estate, gift, foundation, and business tax compliance services as well as estate planning advisory services Develop and implement tax planning strategies in alignment with client goals and objectives, including coordinating with advisors to integrate tax considerations into financial plans and investment strategies Review individual, trust, estate, gift, business entity, and foundation returns Handle Federal and State tax notices and audits Review and analyze estate planning related legal documents Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies Be proactive and stay current on new tax legislation and tax reform Experience in tax compliance specific to the oil & gas sector: Calculating depletion and depreciation, including cost and percentage methods Experience with deductions unique to the oil & gas industry, such as dry hole costs and IDC Calculating AMT adjustments specific to the oil & gas sector Business Development Manage all aspects of client accounts with respect to tax, fostering client relationships, overseeing processes, and answering questions Serve as a subject matter expert, resource, and point of contact for clients' broader advisory team, including wealth advisors, financial planners, and other stakeholders Conduct internal business development and marketing, including networking, public speaking and authoring income tax planning and Trust and Estate related articles Provide internal training and guidance on tax-related topics Manage other members of the group including monitoring their workload and training and assisting them Qualifications BA/BS degree in Accounting from an accredited college/university, JD, or MS in Tax required Active CPA, EA or state bar license required (eligible to be listed on POAs is required) 6+ year's progressive experience in public accounting required Extensive experience in Tax Advisory and Gift/Estate/Trust planning and compliance for sophisticated high-net-worth and ultra-high-net-worth individuals and families Ability to establish and maintain strong client relationships Excellent verbal and written communication skills Proficiency in Microsoft Office applications required Experience with reviewing individual, fiduciary, gift tax returns required, partnership and S corporation preferred Preferred experience with CCH Axcess Tax & Bloomberg Income Tax Planner (Formerly BNA) Experience with research software and memo writing required Must be able and willing to work additional hours as needed to meet client deliverables This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. Pay Information This position is exempt and is paid according to the laws of the State of California. The pay range for this position is $121,900-$172,500 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience. Physical Requirements This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible. This position may require the ability to lift up to 15 pounds. This position is required to work onsite 4 days per week. U.S. Eligibility Requirements Must be 18 years of age or older. Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization. Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure. What You Can Expect From Us Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through: 401(k) Plan with Employer Matching Four Medical Plan options that is generously subsidized by Corient Employer paid Dental, Vision & Life and AD&D Insurance Employer paid Short-term & Long-term Disability Paid Maternity & Parental Leave Flexible Spending Accounts & Health Savings Accounts Dependent Care FSA Commuter & Transit FSA Corporate Discount Program - Perkspot Training Reimbursement Paid Professional Designations Giving back to the community - Volunteer days Corient is the world's largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry's only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.
Job Description Review federal and state income taxes for Individual, Partnership, Corporate and Trust tax returns Build new and existing client relationships and demonstrate knowledge of client industries Prepare internal memoranda, written correspondence/guidance, private letter rulings and other documents for submission to the IRS, Treasury Department, or other taxing authorities Provide technical training Participate in staff mentorship program Manage performance and development of staff members Manage multiple clients, budgets and productivity goals Practice development
Location: Bethesda, MD (hybrid or remote available). Salary range: $140,000 - $170,000 The Tax Manager is responsible for the efficient, accurate, complete, and timely review of all clients' tax returns and client communications. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. Essential Functions: Performs technical tax review and approval of business and individual tax returns and governmental tax examinations of any complexity Assumes full responsibility for larger tax returns and delegates to the various tax staff as deemed necessary Delegates, manages, and performs tax research projects to achieve an accurate and efficient product Leads client relationships and participates actively in client meetings and tax planning efforts to assist the Client Services Departments with clients Acts as a resource for tax staff on training and development as well as specific tax issues and/or questions Communicates to the appropriate firm personnel important tax and tax developments affecting the firm's clients Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities Maintains familiarity with qualifications of tax staff members; makes appropriate assignments based on skills and engagement requirements Works to develop staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor and coach in professional development programs Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete, and timely preparation and delivery of all clients' tax returns Possesses a complete knowledge of the firm's philosophy and its opinions on tax matters Maintains knowledge of general economic and political trends including tax or other legislation that could affect the business climate Participates in firm's marketing efforts through involvement with referral sources, community, and industry activities Technical expertise in international tax issues and forms including Forms, 5471, 5472, 8858, 1040NR, FBAR Familiar with new guidance on GILTI and FDAP Other Functions: Prepares other reports and projects as requested from time to time by the partners Researches and evaluates tax preparation and tax research software for recommendation to partners Performs such other duties as may be assigned Requirements Educational and Experience Requirements: Bachelor's degree in accounting required, Master's degree in taxation preferred. 6-12 years experience in public accounting, demonstrating a progression in tax return complexity, scope and research and management capabilities. A minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements. Also, must participate regularly in career development program to improve managerial, communication, and interpersonal skills. Required Licenses, Certificates, Knowledge, or Skills: A current and valid certified public accountant's license is required. Must be a member in good standing with the AICPA. Proficiency in use of computer tax preparation, tax research, tax planning software programs and applicable office equipment and systems. This job description does not list all the duties of the job. You may be asked by supervisors or managers to perform other instructions and duties. You will be evaluated in part based upon your performance of the tasks listed in this job description. Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason. Benefits This is a full-time position. Our office is located two blocks from the Bethesda Metro Station (red line). We offer a competitive benefits package, including a 401(k) plan with profit sharing, employer-supported medical coverage, company-paid life and disability insurance, student loan repayment, generous PTO, and a culture that fosters flexibility and career development. We look forward to hearing from you! GRF CPAs & Advisors is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability. At GRF CPAs and Advisors, we cultivate an inclusive business environment where all employees are valued for their unique contributions to our mission to provide exceptional financial, tax and consulting services to our clients in the US and around the world.
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. Essential Duties Tax Services Provide high quality individual, trust, estate, gift, foundation, and business tax compliance services as well as estate planning advisory services Develop and implement tax planning strategies in alignment with client goals and objectives, including coordinating with advisors to integrate tax considerations into financial plans and investment strategies Review individual, trust, estate, gift, business entity, and foundation returns Handle Federal and State tax notices and audits Review and analyze estate planning related legal documents Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies Be proactive and stay current on new tax legislation and tax reform Experience in tax compliance specific to the oil & gas sector: Calculating depletion and depreciation, including cost and percentage methods Experience with deductions unique to the oil & gas industry, such as dry hole costs and IDC Calculating AMT adjustments specific to the oil & gas sector Business Development Manage all aspects of client accounts with respect to tax, fostering client relationships, overseeing processes, and answering questions Serve as a subject matter expert, resource, and point of contact for clients' broader advisory team, including wealth advisors, financial planners, and other stakeholders Conduct internal business development and marketing, including networking, public speaking and authoring income tax planning and Trust and Estate related articles Provide internal training and guidance on tax-related topics Manage other members of the group including monitoring their workload and training and assisting them Qualifications BA/BS degree in Accounting from an accredited college/university, JD, or MS in Tax required Active CPA, EA or state bar license required (eligible to be listed on POAs is required) 6+ year's progressive experience in public accounting required Extensive experience in Tax Advisory and Gift/Estate/Trust planning and compliance for sophisticated high-net-worth and ultra-high-net-worth individuals and families Ability to establish and maintain strong client relationships Excellent verbal and written communication skills Proficiency in Microsoft Office applications required Experience with reviewing individual, fiduciary, gift tax returns required, partnership and S corporation preferred Preferred experience with CCH Axcess Tax & Bloomberg Income Tax Planner (Formerly BNA) Experience with research software and memo writing required Must be able and willing to work additional hours as needed to meet client deliverables This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. Physical Requirements This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible. This position may require the ability to lift up to 15 pounds. This position is required to work onsite 4 days per week. U.S. Eligibility Requirements Must be 18 years of age or older. Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization. Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure. What You Can Expect From Us Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through: 401(k) Plan with Employer Matching Four Medical Plan options that is generously subsidized by Corient Employer paid Dental, Vision & Life and AD&D Insurance Employer paid Short-term & Long-term Disability Paid Maternity & Parental Leave Flexible Spending Accounts & Health Savings Accounts Dependent Care FSA Commuter & Transit FSA Corporate Discount Program - Perkspot Training Reimbursement Paid Professional Designations Giving back to the community - Volunteer days Corient is the world's largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry's only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.
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About The Company Our client is an independent accounting firm with multiple locations across the country providing audit, tax, risk, and forensic advisory services for entrepreneurial, public, non-profit, and individual clients. Responsibilities Manage annual compliance for estates and trusts including income tax return review Tax planning and research Collaborate with clients' attorneys and other advisors Keep up to date on current tax practices and changes in tax law Develop and maintain accountability for engagement budgets and staff utilization Build and enhance client relationships Requirements Bachelor's degree required Master's in tax preferred 5-7 years of estate and tax experience Strong tax compliance/research experience Experience with 1040s, 709s, 706s, 1065s a plus Salary Range $125,000 – $170,000
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly 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. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Responsibilities Job Description: Join Baker Tilly as a Tax Manager with our Salt Lake City office! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You'll Enjoy This Role If You are looking for an opportunity to expand your career in small business tax and accounting, becoming an expert to the clients you serve You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges You want to work for a leading CPA advisory firm who serves their clients with their clients' and employees' best interests in mind and are transparent in their decisions You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through programs (ask us about My Time Off, My Development and Dress for Your Day!) You want to contribute to your engagement team's professional growth and enhance your own skills to build a career with opportunities now, for tomorrow What You Will Do Be a trusted member of the team providing various tax, accounting and advisory services to small business clients: Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials. Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues Provide recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery Maintain current knowledge of local, state, and federal tax practices and laws Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community Invest in your professional development individually and through participation in firm wide learning and development programs Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Minimum Qualifications 4-year degree CPA, Law License, Enrolled Agent 5 years of experience required Preferred Qualifications Successful candidates will have: Bachelor's degree in accounting, master's or advanced degree desirable CPA or JD required Five (5)+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm Two (2)+ years of supervisory experience, mentoring and counseling associates Demonstrated management, analytical, organization, interpersonal, project management, communication skills Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects Highly developed software and Microsoft Suite skills Eligibility to work in the U.S. without sponsorship preferred The pay rate range for this job position is $90,000 to $126,390. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.
Our Global Tax team is hiring an experienced Tax Manager within our Federal Tax Accounting and Reporting Team. This position will have a vital role in the end-to-end preparation, review, and filing of our Consolidated Federal Tax Return and all related cross-border tax schedules, as well as certain aspects of the quarterly tax provision process. The ideal candidate blends technical mastery of complex tax law with sharp analytical instincts, strong project leadership, and clear communication skills, the ability to multi-task and prioritize various projects at once, attention to details and a desire for problem solving. Beyond compliance, this position will support the Planning Team in advising operational leaders and business teams, evaluating the tax implications of new commercial initiatives, business transactions, and day-to-day operations while ensuring full statutory alignment with evolving federal tax law. Position reports directly to the Director, Federal Tax Accounting and Reporting Responsibilities of the Tax Manager—Federal Accounting and Reporting: Manage the Federal tax return and provision processes, including reviewing book/tax differences, various reconciliations and analyses, and utilizing OneSource software to complete various processes Handle routine U.S. cross-border reporting requirements and associated international schedules (e.g., Forms 5471/5472) connected to the annual federal filing, keeping international tax aspects aligned with core U.S. compliance Identify and assist with the implementation of process/system improvements related to the return and provision processes, specifically leveraging Gemini AI tools Review of quarterly estimated payments and annual extensions Manage monthly tax credit capacity forecasting Assist with internal and external control documentation & testing Research and/or review internal documentation to support tax compliance and planning positions Willingness to travel as needed Basic Qualifications: Bachelor's Degree or military experience At least 5 years of experience in corporate tax compliance within a public company, an accounting firm, or a combination Preferred Qualifications: Master's of Science in Tax Certified Public Accounting (CPA) Certification Tax experience in a Big 4 public accounting firm or financial services environment Software proficiency in OneSource, Alteryx, BNA Fixed Assets and Research Experience with Gemini or similar AI tools 1+ year of experience managing indirect or direct reports At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. McLean, VA: $151,900 - $173,400 for Manager, Tax Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Hungerford is a forward-thinking, innovative firm with over 85 years of proud service to West Michigan. We offer expertise in tax, audit, accounting, business advisory, technology, and wealth management. Our culture is rooted in excellence, inclusivity, and a shared dedication to client success and employee growth. By exchanging innovative ideas, we help organizations thrive, create new opportunities for our people, and give back in meaningful ways. Through it all, we make sure to have fun. As a locally owned and operated firm, we're proud to call Grand Rapids, Greenville, Holland, Muskegon, and St. Joseph home. Your Impact As a Tax Manager specializing in Estate and Trust Taxation, you will play a strategic role in helping individuals, families, trustees, and advisors navigate complex tax and wealth transfer matters. This position combines technical expertise, client advisory services, and team leadership to deliver meaningful solutions that preserve wealth and support long-term financial goals. You will serve as a trusted advisor while mentoring staff and contributing to the continued growth of Hungerford's tax practice. How You Will Add Value Lead the preparation and review of fiduciary, gift, and estate tax returns, ensuring accuracy and compliance with current tax laws and regulations. Provide comprehensive estate and trust tax planning services, including estate plan reviews and wealth transfer strategies. Deliver exceptional consulting and advisory services to high-net-worth individuals, families, fiduciaries, and related advisors. Collaborate with trustees, attorneys, personal representatives, and other professionals to execute tax strategies and manage client engagements. Analyze trust and estate documents to identify tax implications and planning opportunities. Monitor legislative and regulatory developments affecting estate, gift, and fiduciary taxation and advise clients accordingly. Manage client relationships, engagement planning, project timelines, and deliverables. Perform technical reviews and quality control procedures to maintain high standards of client service. Mentor, coach, and develop tax professionals while supporting a collaborative team environment. Participate in business development efforts and cultivate relationships within the West Michigan professional community. What We're Looking For Bachelor's degree in Accounting or a related field. Active CPA license required. 5+ years of public accounting tax experience. 3+ years of experience focused on estate, gift, and trust tax planning and compliance. Strong technical knowledge of federal and state tax laws related to fiduciaries, estates, and trusts. Proven ability to manage multiple engagements and client relationships effectively. Demonstrated leadership experience with a commitment to developing and mentoring team members. Strong project management, communication, and organizational skills. Client-focused mindset with a passion for delivering exceptional service. Professional, collaborative, and relationship-oriented approach. Adaptability and ability to work across a variety of industries and client situations. Embraces technology and seeks opportunities to improve efficiency through innovation and process improvement. High attention to detail and commitment to quality. What You Will Gain Immediate eligibility for medical, dental, and vision insurance Flexible scheduling and work-life balance Generous PTO, paid holidays, and parental leave 401(k) and retirement planning resources Paid volunteer time Employee engagement initiatives focused on wellness, sustainability, and community involvement Join Us If you're passionate about helping clients navigate complex estate, trust, and wealth transfer matters while developing your career with one of West Michigan's leading public accounting firms, we'd love to hear from you. Join a collaborative team that values expertise, innovation, relationships, and community impact.
Role Overview The Tax Manager will work directly with the tax team on a daily basis. The Tax Manager will also work with other internal departments and external service providers. Tax Manager will be responsible for the following: Work with Big4 Accounting firms to prepare & review partnership and corporate returns for 20+ funds & 10+ management company entities Work with external accounting firms to oversee & prepare various state, local, and VAT filings Effectively manage the tax information of our company's growing investor base Work with the broader tax team to review and interpret federal, state, and international tax laws and regulations Proactively interact with key employees and external service providers to gather information, resolve tax-related problems, and effectively manage the tax profiles of the funds and management companies Design and document internal controls, policies, and procedures for ensuring compliance with tax laws & regulations as well as internal tax policies. This will require working closely with various business units as well as gathering guidance from external sources Assist with tax planning and compliance work for our firm's principal partners Research tax issues related to the funds, management companies, and principal partners Assist Portfolio Managers and Traders with real-time tax guidance on transactions and corporate actions
The Opportunity As a State & Local Manager on the PwC Internal Partnership Tax Team, you will work within the firm's internal Tax department and play a pivotal role in navigating complex tax regulations and optimizing tax positions for the firm and, ultimately, the partners. You will focus on the firm's state tax compliance, research, planning, and budgeting. Your impact will contribute to compliance with tax laws while also supporting the business. As a Manager, you will lead teams, focusing on mentoring junior staff and delivering internal tax projects. You are accountable for the execution of project success and maintaining standards. Enhancing your leadership style, you motivate, develop, and inspire others to deliver quality. You are responsible for coaching, leveraging team members' unique strengths, and managing performance to deliver on expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. In this role, you will take ownership of projects, confirming their successful planning, budgeting, execution, and completion. You will have the opportunity to work with firm tax experts and have access to many of the same tools used by client-facing teams who serve our firm's external clients, but this is an internal tax department role. Responsibilities Leading tax compliance and consulting workstreams and managing stakeholder expectations effectively Guiding teams in the preparation and filing of tax returns to meet regulatory requirements Utilizing analytical thinking to review and analyze financial data for tax compliance Developing and implementing state tax planning strategies to optimize tax positions Drafting and reviewing documents to support tax compliance and strategic initiatives Monitoring and analyzing financial trends to identify opportunities for tax optimization Coaching and mentoring team members to enhance their skills and performance Addressing conflicts or issues with stakeholders and team members, escalating when necessary Managing partnership tax compliance and consulting services related to state and local tax positions Building relationships with stakeholders to facilitate tax management and internal tax due diligence Promoting creativity and embracing change to improve tax processes and stakeholder experience Upholding professional and technical standards, including adherence to the firm's code of conduct Embracing technology and innovation to enhance tax outcomes What You Must Have At least a Bachelor's degree At least 4 years of experience What Sets You Apart Prior Big 4 Tax experience At least one of the following: Certified Public Accountant, Member of the Bar, or other tax, technology, or finance-specific credential may qualify for this opportunity Demonstrating analytical thinking in complex tax scenarios Drafting tax documents with attention to detail Cultivating relationship building within diverse teams Excelling in tax planning and regulatory compliance consulting Utilizing strategic questioning to enhance tax research and preparation Embracing change and innovation in tax services delivery Mentoring junior staff in drafting and preparing tax documents Leveraging project management skills for successful tax compliance initiatives Preference for an advanced degree such as a Master's, MBA, Juris Doctorate, LLM, or PhD The salary range for this position is: $73,500 - $212,280. For residents of Washington state the salary range for this position is: $73,500 - $244,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Learn more about how we work: https://pwc.to/how-we-work For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines
Tax Manager Opportunity, Top 100 CPA Firm - Real Estate & Construction Salary: $130,000 - $160,000 per year Are you an experienced tax professional looking to take the next step in your career with a collaborative and forward-thinking firm? An established professional services organisation is seeking a Tax Manager to support a diverse portfolio of privately owned businesses, entrepreneurs, and high-net-worth individuals. This is an opportunity to play a key role in delivering strategic tax advice while mentoring team members and helping to drive continued business growth. Role Working alongside senior leadership, you will manage a varied client portfolio, delivering tax planning, advisory, and compliance services across a range of complex tax matters. You'll build trusted client relationships, identify opportunities for tax efficiencies, and contribute to the development of both people and the wider business. Key Responsibilities Manage tax compliance and advisory engagements for individuals, privately owned businesses, partnerships, trusts, and estates. Provide practical tax planning solutions that support clients' personal and commercial objectives. Build and maintain strong client relationships through proactive communication and responsive service. Review complex tax returns and ensure work is completed accurately and within agreed deadlines. Collaborate with senior colleagues on client strategy, business development initiatives, and service delivery. Supervise, mentor, and develop junior members of the tax team. Identify opportunities to expand client relationships through additional advisory services. Keep up to date with changes in tax legislation and advise clients on any potential impact. Represent the business professionally at networking and industry events where appropriate. Promote a collaborative culture while maintaining high standards of client service and technical excellence. About You To be successful in this role, you will have: At least four years' experience within public accounting, with a strong focus on taxation. Experience preparing and reviewing corporate, partnership, individual, trust, and estate tax returns. Strong knowledge of tax planning, compliance, and advisory services, including flow-through entities. Excellent communication and relationship-building skills. The ability to manage multiple priorities while maintaining exceptional attention to detail. Experience using accounting and tax software packages. A CPA qualification or Juris Doctor (JD) degree. What's on Offer Competitive salary of $130,000-$160,000 per year. Performance and referral bonus opportunities. Anniversary recognition bonus. Flexible working arrangements to support work-life balance. Open paid time off policy for eligible employees. 401(k) with employer contributions and profit-sharing. Medical, dental, and vision cover. Employer-paid life insurance. Short and long-term disability insurance options. Accident and critical illness insurance. Nine paid public holidays. Tuition reimbursement programme. Annual salary and performance reviews. A supportive, collaborative working environment with genuine opportunities for career progression.