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Tax Manager
Springline AdvisoryRochester, United States49 days ago
Full TimeOn-siteMid$105,000 - $125,000 / Year
cpaaccountingtaxexcelrisk managementpayroll+5

About Our Team EFPR, a Springline company, is a regional firm with the reach and resources of a national powerhouse. As a founding firm member of Springline Advisory, we bring expanded capabilities, deeper expertise, and even greater opportunities to serve our clients—while staying true to the personalized, high-touch service and vibrant culture that sets us apart. This is an exciting time to join our firm as we redefine the middle-market accounting and business advisory space. We proudly invest in our people with a winning blend of values, expertise, and ambition. Our people-first approach empowers our team members to thrive within a culture that supports growth, innovation, and collaboration. Our commitment to investing in talent means flexibility, professional development, enhanced benefits, and a range of career paths to explore. About The Role As a Tax Manager on the Tax and Business Services team, you will oversee tax compliance, planning, and advisory engagements while serving as a trusted resource to clients. You will lead and develop team members, resolve complex tax matters, manage engagement performance, and identify opportunities to support clients' broader business goals. What You'll Do Serve as the primary client contact, build trusted relationships, and provide strategic tax planning and business consulting guidance. Oversee tax reporting, planning, and compliance engagements, including the review of income, sales, payroll, corporate, pass-through, partnership, and other applicable tax returns. Conduct top-level review of tax returns, resolve technical issues with clients, and involve specialists when appropriate. Monitor changing federal, state, and local tax laws to support compliance and identify opportunities to minimize clients' tax and reporting burdens. Lead, mentor, and develop tax and business services professionals through delegation, training, guidance, and actionable performance feedback. Analyze financial statements and advise clients on business strategy, financial planning, risk management, and opportunities for improvement. Identify opportunities to expand client relationships through cross-selling, proposals, and recommendations for additional services. Monitor engagement progress, budgets, billing, and out-of-scope activity while keeping clients and firm leadership informed. Determine when tax research is needed, clearly frame technical issues, and communicate concise written analysis and advice. Maintain the highest standards of quality, confidentiality, professional ethics, and firm compliance. About You Bachelor's degree in accounting is required; Master's degree in accounting is preferred. Five to eight years of recent public accounting experience, including prior supervisory experience. CPA license or active progress toward licensure is preferred. Strong candidates with relevant experience may be considered without current CPA pursuit. Experience with corporate taxation, consolidations, partnerships, individual taxation, corporate pass-through entities, and state and local tax is preferred. Demonstrated ability to develop and manage tax professionals, delegate effectively, and provide clear verbal and written feedback. Executive presence and experience acting as a primary client contact, including presenting tax issues, recommendations, and resolutions. Strong analytical, research, critical-thinking, decision-making, and written tax advisory skills. Experience with tax research databases and tax compliance software. ProSystem fx experience is preferred, but systems training is available. Proficiency with Microsoft Office, including Excel, Word, PowerPoint, and Outlook, as well as Adobe Acrobat. Ability to manage multiple clients, deadlines, budgets, and priorities while maintaining quality and accuracy. Why Join Us We're growing rapidly and constantly evolving, allowing our team members to share their unique perspectives, solve new challenges, and own their careers. We're committed to supporting your happiness, health, and overall well-being by providing comprehensive benefits and perks, including: Flexible Work Environment: With EFPR's 2080 Annual Hours Policy for accounting professionals, combined with our Flex Policy and competitive compensation and benefits package, EFPR remains a destination employer. This flexibility allows you to balance your work and personal life while contributing to an exciting vision and team. Dynamic and Innovative Work: An opportunity to play a critical role within a rapidly growing firm with a supportive and collaborative culture. Growth Opportunities: A dynamic and supportive environment where your contributions will directly impact the firm's growth and success and allow you to share in the rewards. Collaborative Culture: A team-oriented culture that values innovation, entrepreneurial spirit, and a growth mindset. Competitive Compensation: A comprehensive salary and benefits package, including performance-based incentives and growth opportunities. EFPR, a Springline company, is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Estimated Salary Range: $105,000 - $125,000. This salary range is a good faith estimate based on the responsibilities of the role and typical market data across multiple U.S. geographies. Actual pay will depend on the candidate's location, depth of experience, specialized skills, and overall qualifications.

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Tax - Business Tax Services - Private Tax - International - Manager
Full TimeOn-siteMid$116,200 - $212,900 / Year
godentalcpataxrisk managementcompliance+7

Location: Anywhere in Country 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. The opportunity EY Private is a growing practice within the organization, and you'll see that growth reflected in your career. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. As a Manager in Private Tax, you will be at the forefront of providing personal and private tax advice and compliance support to 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 Depending on your unique skills and ambitions, you could be managing various responsibilities, from technical planning and advising of clients that include high-profile individuals of extremely high net worth, and expectations to match. That will make you a trusted advisor and role model for our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you'll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value. 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. Analytical Skills And Attributes For Success Apply rules related to controlled foreign corporations and passive foreign investment companies onto tax returns Application of foreign tax treaties and foreign tax credits Prepare form 1040, 1041 and 1065 and significant experience preparing or advising on domestic income and transfer tax and/or U.S. international informational returns (Forms 5471, 8858, 8865, 1040, 1041, 1065, 3520, 3520A) Team members with a compliance focus: prepare or review US federal and state tax returns for high net worth individual US citizens living abroad, US residents holding nonUS assets, or foreign nationals holding US assets. This role includes the preparation and review of the foreign info reporting requirements for cross border tax compliance such as foreign corporations, foreign partnerships, foreign disregarded entities and foreign trusts. Experience with relevant tax processing programs, and application of AI to data optimization and return process are essential skills. Team members with an advisory focus: Design pre-immigration tax plans Classification of trusts for US tax purposes, and review of forms 3520 Assist with US exit planning FIRPTA Form the US tax piece of multi-jurisdictional inheritance/succession, including the use of trusts, both domestic and foreign Identifying foreign reporting obligations Prepare tax memorandums and opinions Translating complex data from a range of sources into client-ready insights and deliverables Support our Private practice with relevant tax analysis and address new trends/market opportunities. Work closely with rotators from our domestic teams, individuals on rotation from foreign affiliated firms, and our global deployment services team Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service Communicating complex tax issues to non-tax professionals and clients Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge An appreciation of world affairs, cultures and protecting financial security. 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 significant tax and a CPA certification or membership in The Bar; Minimum of 5 years of work experience in professional services or professional tax organization A thorough understanding of estate and wealth planning; as well as experience with federal and state personal and trust income tax Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds A thorough understanding of automated tax processing systems and laws within your area of technical professionalism Experience managing budgets and projects Bachelor's degree required (4-year degree). Typically, no less than 5 - 6 years relevant experience. Specialized Skills Required: International Tax Planning Tax Research and Analysis Client trust and value Emotional Agility Leading teams Managing change Negotiation and influencing Global Mindset Ideally you will also have A proven record in high net-worth tax planning A proven record in a professional services environment Experience in coaching and mentoring junior colleagues Executive presence and business development skills Strong analytical skills and attention to detail The ability to adapt your work style to work with both internal and client team members Experience leading workstream delivery and tracking project status. Experience managing engagement economics and identifying opportunities for additional services. 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 $116,200 to $212,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $139,400 to $242,000. 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
AJ Chambers USHouston, United States49 days ago
Full TimeOn-siteMid$130,000 - $160,000 / Year
cpaaccountingtaxcompliancecompliancesales

Tax Manager Location: Houston / Montgomery County, Texas Salary: $130,000 – $160,000 DOE Work Arrangement: On-Site About the Opportunity A growing, full-service public accounting firm is seeking an experienced Tax Manager to join its team in the Houston / Montgomery County area. This opportunity is ideal for a technically strong tax professional who wants to be more than a reviewer. The firm is looking for someone who can combine strong tax and accounting knowledge with critical thinking, client relationship management and team leadership . The practice provides audit, accounting, tax, consulting and advisory services across a diverse client base, offering excellent exposure to complex and varied work. Key Responsibilities Manage and review complex tax engagements across a diverse client portfolio. Identify wider accounting, tax and business issues beyond traditional compliance. Build and maintain strong, long-term client relationships. Provide proactive tax planning and advisory support. Communicate complex technical matters clearly and confidently to clients. Manage, mentor and develop junior and senior members of the team. Collaborate across tax, accounting and advisory functions to solve client problems. Support the continued development and growth of the firm's tax practice. Must Have Requirements Active CPA qualification. 5+ years of relevant public accounting / tax experience. Previous experience managing engagements, clients and/or team members. Strong technical tax knowledge and a solid understanding of accounting. Excellent critical-thinking and problem-solving ability. Strong client-facing, communication and relationship-management skills. Ability to identify issues beyond the immediate tax return or compliance requirement. Collaborative, team-first approach with a willingness to mentor others. Comfortable working predominantly in-office . Nice to Have Big Four, national or strong regional public accounting background. Broad tax experience rather than being highly specialised in one area. Exposure to Federal, State, International, Property and/or Sales & Use Tax. Experience across multiple industries and client types. Tax consulting and advisory experience alongside compliance. Commercial awareness and experience contributing to client/practice growth. The Firm & Culture The firm is an independently growing public accounting practice of approximately 25 professionals , providing a full range of audit, review, tax, accounting, consulting and advisory services. There is a strong emphasis on collaboration, professional development and long-term careers . Managers are expected to be accessible, work closely with developing professionals and actively contribute to the wider team. The firm is also committed to maintaining a sustainable approach to busy season. While additional hours and occasional Saturdays may be required during peak periods, workloads are actively shared across the team to avoid the extreme hours often associated with public accounting. Why Consider This Opportunity? Genuinely client-facing Tax Manager role , rather than purely technical review. Broad exposure to complex tax and accounting matters. Opportunity to advise clients and solve wider business problems. Mentor and develop the next generation of professionals. Collaborative environment with direct access to senior leadership. Join an independently growing firm focused on building long-term careers. Clear path of progression

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Tax Manager
Arrow Search PartnersNew York, United States42 days ago
Full TimeOn-siteMid$130,000 - $170,000 / Year
cpaaccountingtaxpayrollcompliancecompliance+2

About The Company Our client is a boutique public accounting firm with clients in real estate and construction industries. Responsibilities Manage the preparation and review of federal, state, and local income tax returns for multiple entities, including partnerships, LLCs, and corporations Oversee property-level tax matters including sales and use taxes, payroll taxes, and real estate taxes Lead tax planning strategies to optimize after-tax returns across development, investment, and construction activities Monitor changes in tax laws and assess potential impact on the company's real estate and construction operations Maintain compliance with all tax reporting requirements and deadlines Support financial reporting by providing accurate tax provisions, deferred tax calculations, and forecasts Manage and mentor junior accounting staff involved in tax-related work Requirements Bachelor's degree required 6-8 years of related experience Real estate experience a plus CPA or EA preferred Salary Range $130,000-$170,000

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2028 State and Local Tax (SALT) Entry Level Staff
Full TimeOn-siteJunior$74,000 - $83,000 / Year
llmdentalcpaaccountingtaxinsurance+1

Applications are accepted on an ongoing basis. Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Whether you intend to specialize or you'd rather gain exposure across many service lines, the sky's the limit. From day one, we invite you to make a difference—to be remarkable. Your role. You'll Help Instill Confidence In Organizations Large And Small By Assuring Their Financial Health. We'll Give You The Flexibility To Craft Business Solutions, Not Just Spreadsheets. Your Work Will Include, But Not Be Limited To Providing tax consulting services specific to state and local taxes, including income, franchise, sales and use, gross receipts and personal property taxes. Preparing tax returns such as state and local income and franchise tax returns. Writing internal and external tax alerts on current tax developments and emerging planning techniques. Researching complex tax issues and writing technical memorandum. Developing meaningful interactions with staff at all levels as well as with our impressive repertoire of clients. Deepen knowledge in state and local tax as well as federal tax. The qualifications. Detail-oriented leader with problem solving, communication, and analytical skills. Bachelor's degree with an emphasis in accounting; or Master's degree in accounting or tax. Academic success (a minimum cumulative GPA of 3.0). Must be pursuing a LLM, JD, or CPA license. This is an exempt position that may require some local, national, and occasional international travel. What makes us different? On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now. Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day. Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug-free workplace. Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran. The specific statements above are not intended to be all-inclusive. We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time. The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent. Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation. The compensation range for this role in CO, IL, OH, and MA is: $74,000.00 - $83,000.00

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2028 State and Local Tax (SALT) Entry Level Staff
Full TimeOn-siteJunior$74,000 - $83,000 / Year
llmdentalcpaaccountingtaxinsurance+1

Applications are accepted on an ongoing basis. Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Whether you intend to specialize or you'd rather gain exposure across many service lines, the sky's the limit. From day one, we invite you to make a difference—to be remarkable. Your role. You'll Help Instill Confidence In Organizations Large And Small By Assuring Their Financial Health. We'll Give You The Flexibility To Craft Business Solutions, Not Just Spreadsheets. Your Work Will Include, But Not Be Limited To Providing tax consulting services specific to state and local taxes, including income, franchise, sales and use, gross receipts and personal property taxes. Preparing tax returns such as state and local income and franchise tax returns. Writing internal and external tax alerts on current tax developments and emerging planning techniques. Researching complex tax issues and writing technical memorandum. Developing meaningful interactions with staff at all levels as well as with our impressive repertoire of clients. Deepen knowledge in state and local tax as well as federal tax. The qualifications. Detail-oriented leader with problem solving, communication, and analytical skills. Bachelor's degree with an emphasis in accounting; or Master's degree in accounting or tax. Academic success (a minimum cumulative GPA of 3.0). Must be pursuing a LLM, JD, or CPA license. This is an exempt position that may require some local, national, and occasional international travel. What makes us different? On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now. Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day. Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug-free workplace. Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran. The specific statements above are not intended to be all-inclusive. We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time. The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent. Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation. The compensation range for this role in CO, IL, OH, and MA is: $74,000.00 - $83,000.00

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State & Local Tax Senior, Income/Franchise (Consulting)
Baker Tilly USDenver Metropolitan Area, United States41 days ago
Full TimeOn-siteMid$92,170 - $138,260 / Year
schedulingcpaaccountingtaxtradingcompliance+9

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: Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a State & Local Tax Senior (Income Franchise) to join our growing State & Local Tax (SALT) practice! Our SALT practice is made up of 300+ professionals across the U.S., providing a full spectrum of services including Income & Franchise, Sales & Use, Real & Personal Property, and Unclaimed Property. As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow, and effectively manage their multistate income and franchise tax obligations. Locations: Denver, Houston or Dallas. You Will Enjoy This Role If You like working directly with CFO's & owners of middle market clients and SALT leaders of Fortune 500 clients to help them solve their most complex state & local tax challenges. You want to continue to expand your leadership experiences and hone your technical and consulting skills as a comprehensive SALT professional with opportunities spanning state income and franchise tax compliance and consulting, nexus, sales sourcing, apportionment, tax research, ruling requests, process review, reverse audits, voluntary disclosures, credits & incentives, and other multistate tax matters. You enjoy balancing technical consulting with hands-on oversight of state income and franchise tax compliance, including reviewing apportionment and sourcing workpapers and performing initial quality reviews of returns. You crave a leadership opportunity to help build a fast growing, entrepreneurial State & Local tax practice who is also down-to-earth and thrives in collaboration. You want to be part of firm that values specialty tax practices and is invested in your success, providing the resources and support for you to grow now and for tomorrow. What You'll Do Be a trusted advisor to middle market and Fortune 500 clients by providing strategic state and local tax consulting and compliance services that lower their effective tax rates, ensure compliance, manage risk, and provide value across the spectrum of state and local taxes. Build, review, and analyze state income tax compliance workpapers including apportionment calculations, state-specific modifications, pass-through entity tax calculations, and alternative planning considerations. Perform initial quality reviews of state income and franchise tax returns and related workpapers, identifying technical issues, inconsistencies, filing considerations, and opportunities before finalization. Research state tax issues including nexus determinations, apportionment, taxability analyses, filing requirements, and quantification of potential liabilities. Help counsel clients on state and local tax controversies, including performing research, drafting client correspondence, preparing ruling requests, and providing guidance in defending against audits. Plan and execute tax projects requiring a wide scope of expertise, including due diligence and voluntary disclosure projects. Prepare technical memoranda on state and local tax issues for individuals, corporations, partnerships, and LLCs. Assist in maintaining active communication with clients, make recommendations for business and process improvements, manage expectations, and identify opportunities to enhance client value. Assist with managing client engagement staffing, scheduling, billings and collections while helping ensure client profitability targets and engagement deadlines are met. Review the work of associates, provide timely technical feedback, and coach team members on state income and franchise tax compliance and consulting matters. 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. Minimum Qualifications 4- year degree 3 years professional experience CPA, Law License/JD, CMI license eligible. Preferred Qualifications Bachelor's degree in Accounting, Finance or related field required; Masters or advanced degree preferred. Three (3)+ year(s) experience in state and local tax, professional services firm experience preferred. Strong working knowledge of multistate income and franchise tax concepts, including nexus, state modifications, apportionment, and sourcing methodologies. Experience reviewing the work of associates and/or senior associates and providing coaching and technical guidance. Experience with tax compliance software such as CCH Axcess Tax and Thomson Reuters GoSystem Tax RS is a plus. Ability to lead and supervise others, provide exceptional client service, and effectively manage multiple engagements and deadlines. Demonstrate commitment to continuous learning to stay current regarding applicable strategies. Ability to see the "big picture" while maintaining strong attention to detail, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects. Eligibility to work in the U.S., without sponsorship, highly preferred The pay rate ranges for this position are listed below. 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. In Houston, TX and Denver, CO: pay rate range is $92,170 to $138,260 In Dallas, TX: pay rate range is $87,980 to $131,970

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Tax Advisor
Acorn Financial ServicesReston, United States95 days ago
Full TimeOn-siteMid
cpataxsales

Acorn Financial Services manages over $1.4B in assets for high-net-worth individuals who require sophisticated oversight. As a Tax Advisor, your mission is to serve as the strategic lead for tax planning. You will architect proactive systems to mitigate taxes across complex portfolios, business transitions, and multi-generational transfers, ensuring our clients' legacies are protected against tax friction and inflation. Who You Are You build with the long game in mind: You don't just look at this year's return; you architect 10 and 20 year tax strategies that adapt as the legislative landscape shifts. You are a master of proactive communication: You anticipate tax liabilities before they occur and guide clients through complex decisions with clarity and authority. You lead with sincere candor: When a proposed investment or legal strategy is tax-inefficient, you address it directly, leveraging your fiduciary duty to guide the team toward the optimal outcome. You raise the bar for everyone: You naturally mentor junior staff and educate the broader firm on evolving tax laws to elevate the collective technical competence of Acorn. Required Credential(s): CPA, EA, or JD with valid PTIN What You Will Do Prepare Federal and State tax returns for UHNW clients (1040s) and their respective entities (1041s, 1065s, 1120S). Design sophisticated tax-mitigation strategies for UHNW clients, including those navigating liquidity events or business sales. Serve as the definitive tax authority in joint meetings with estate attorneys and wealth managers to ensure plan alignment. Stay at the forefront of federal and state tax law shifts, proactively updating firm-wide strategies to protect client assets. Review and refine the tax returns and strategies executed by the junior team, ensuring all deliverables meet Acorn's high-performance standards. How We Measure Success Measurably reduce the aggregate tax liability across your assigned cases through proactive architectural planning. Maintain exceptional satisfaction scores and retention rates by simplifying complex tax concepts into actionable results. Successfully conduct tax-reviews that increase the department's ability to service high-AUM clients without a linear increase in headcount. What We Offer We offer a highly competitive ecosystem featuring comprehensive benefits. By eliminating siloed billing pressures, we empower you to operate as a true strategic architect alongside top-tier wealth managers and estate attorneys.

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Associate Auditor
New York LifeNew York, United States49 days ago
Full TimeOn-siteMid$51,500 - $68,000 / Year
tableauaccountinginternal auditinsurancesales

Location Designation: Hybrid - 3 days per week Join Corporate Audit at New York Life and help the company operate from a position of strength. As part of our diverse team of risk professionals, you'll play a critical role in anticipating and responding to risks. By conducting timely audits and investigations, you'll provide meaningful, stakeholder-focused insights that safeguard the company's financial integrity and support informed decision-making. You'll become a trusted partner, contributing to strategic objectives and protecting the company's future for generations to come. Role Overview New York Life's Corporate Audit Department is accountable to the Audit Committee of the Board of Directors, the Chief Executive Officer, and senior management. The department is responsible for evaluating the effectiveness of the control environment across the Company's diverse lines of business. Audits are scheduled and conducted according to a risk-based approach, and the department also provides advisory services at the request of management. The Corporate Audit Department consists of approximately 50 auditors reviewing insurance, agency, investments, information technology, financial reporting, and corporate functions. The Associate Auditor will play a key role in planning, scoping, control analysis and testing, and reporting, with a focus on corporate functions and finance operations. This role is based at the Company's headquarters in New York City and follows a hybrid schedule of onsite and remote work. The Associate Auditor will report directly to the Corporate Vice President overseeing the Financial Reporting and Corporate Functions audit team. What You'll Do Participate in the planning, scoping, and execution of audits in accordance with department methodology, under the direction of an audit manager. Attend and participate in walkthroughs with stakeholders to gain an understanding of business processes and identify risks and controls. Document risks and controls in flowcharts and narratives. Design and execute audit tests to evaluate controls over key risks. Document audit observations and findings and follow up with stakeholders as needed. Document all audit work in the department's audit management platform. What You'll Bring Bachelor's degree in Accounting, Finance, Economics, or another quantitative discipline preferred; other bachelor's degrees may be considered. Knowledge of risk and control concepts in the context of internal audit, including familiarity with second- and third-line functions within an organization. Eagerness to learn quickly and think strategically. Effective verbal and written communication skills, with the ability to collaborate effectively with team members and stakeholders. Self-motivated and able to manage multiple priorities, meet deadlines, and adapt to change. Familiarity with data analytics, data visualization, and AI tools; experience with applications such as Tableau, Claude, Microsoft Copilot, or ChatGPT is a plus. Willingness to travel domestically on occasion (less than 10%). Pay Transparency Salary Range: $51,500-$68,000 Overtime eligible: Nonexempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com. Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 94245

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Senior Internal Auditor
The AES CorporationSalt Lake City, United States36 days ago
Full TimeOn-siteMid
remediationcpaaccountingauditinginternal auditexternal audit+5

Are you ready to be part of a company that's not just talking about the future, but actively shaping it? Join The AES Corporation, the largest US-based global power company with a team of 8,300 employees across 12 countries. AES has been ranked #1 by BloombergNEF in renewable energy sales to corporations in the US and Americas for five consecutive years, providing electricity for millions of people worldwide. We are proud to foster a strong workplace culture, earning prominent positions in Great Place to Work™ rankings across the markets where we operate. AES was also named one of the World's Most Ethical Companies for the 13th consecutive year in 2026, highlighting our dedication to integrity, transparency, and responsible business practices. Our spirit of innovation continues to earn industry recognition. AES is the only seven-time winner of the Edison Electric Institute's Edison Awards in the twenty-first century, a distinction honoring global leadership in advancing the electric power industry. If you're ready to be part of a company that's not just adapting to change, but driving it, AES is the place for you. We're not just building a more sustainable future, we're powering it. Apply now and energize your career with a true leader in global energy. The Senior Internal Auditor plays a key role in helping safeguard the organization's financial, digital, and operational integrity. In this highly visible position, you will lead and execute complex audit and advisory engagements with a high degree of independence, applying professional judgment and recognized internal auditing standards. You will evaluate financial controls, systems, and operational and digital processes to identify existing and emerging risks, control opportunities, and ways to strengthen business performance. This role contributes to the Company's Sarbanes-Oxley compliance efforts, helps develop practical risk mitigation solutions, and supports initiatives that enhance and protect organizational value. The Senior Internal Auditor partners with stakeholders across the business, communicates clear and actionable insights, drives the timely resolution of audit issues, and supports the growth and development of team members through coaching and knowledge sharing. Why Join Us? This role offers a unique opportunity to gain broad exposure to the organization's operations, leadership teams, and strategic priorities. As part of a collaborative Internal Audit function, you will work across diverse business areas, contribute to meaningful improvements, and continuously expand your expertise in operational, financial, compliance, and technology-related risks. We are committed to fostering an inclusive environment where diverse perspectives are valued, professional growth is encouraged, and continuous learning is supported through challenging assignments, collaboration, and development opportunities. Role of the Senior Internal Auditor We are looking for a collaborative, analytical, and detail-oriented Senior Internal Auditor to join our team. In this role, you will plan and execute risk-based operational audits and advisory reviews, assess the design and effectiveness of controls, and translate complex analyses into meaningful business insights. The ideal candidate enjoys solving problems, working across functions, and building relationships with stakeholders at all levels of the organization. You will have opportunities to influence business processes, contribute to risk management initiatives, and help drive continuous improvement across the company. This is a hybrid position that requires regular work from an office and is preferably based in Salt Lake City, Utah; Louisville, Colorado; Indianapolis, Indiana or Houston, Texas. The position includes domestic and international travel opportunities based on business and audit needs. Key Responsibilities Lead and execute comprehensive, risk-based audits of operational processes, including scoping, risk assessment, audit program development, walkthroughs, testing, and reporting. Evaluate the design and operating effectiveness of operational, financial, compliance, technology-enabled, and risk management controls. Identify root causes, assess business impact, and partner with management to develop practical, risk-based recommendations. Prepare clear, concise, and well-supported workpapers, findings, and reports that meet internal quality standards and professional auditing requirements. Communicate audit objectives, status updates, emerging concerns, and results to stakeholders in a timely and constructive manner. Build effective relationships with cross-functional stakeholders and support sustainable process improvements and corrective actions. Collaborate with audit team members and business partners throughout engagements, proactively sharing information and contributing to a positive, solutions-focused environment. Monitor remediation commitments and evaluate supporting evidence to determine whether identified risks have been appropriately addressed. Provide coaching, feedback, and day-to-day guidance to team members to support their development and success. Contribute to annual risk assessments, audit planning activities, continuous improvement initiatives, and the enhancement of audit methodologies and tools. Support Sarbanes-Oxley compliance activities and coordinate with internal and external stakeholders, as applicable. Stay informed about industry developments, regulatory changes, emerging risks, data analytics, and evolving internal audit practices. Participate in special projects and advisory engagements that contribute to organizational objectives and professional growth opportunities. Qualifications We recognize that candidates may bring relevant experience through a variety of career paths. If your background aligns closely with the role, we encourage you to apply even if you do not meet every preferred qualification. Bachelor's degree in Business Administration, Accounting, Finance, Engineering, Economics, or a related field. Approximately 3 to 5 years of experience in internal audit, external audit, risk management, operational processes, compliance, or a related area. Equivalent combinations of education and experience will be considered. Professional certification such as CIA, CPA, or an equivalent designation is preferred. Candidates actively pursuing certification are encouraged to apply. Experience within a Big 4 accounting firm, internal audit consulting practice, or a complex multinational organization is preferred. Demonstrated ability to independently manage and execute complex assignments while balancing multiple priorities. Strong analytical, critical thinking, problem-solving, and root-cause analysis skills, with attention to detail and evidence quality. Excellent written and verbal communication skills, including the ability to communicate complex concepts clearly to diverse audiences. Proven ability to build trusted relationships, collaborate effectively across teams, value diverse perspectives, and influence outcomes without direct authority. Experience mentoring, coaching, reviewing work, or supporting the development of others is preferred. Familiarity with Microsoft Office and audit, analytics, visualization, governance, risk, or compliance tools is preferred. Ability and willingness to travel domestically and internationally. Typical travel is approximately 10% to 20% annually, though actual requirements may vary based on business needs and audit priorities. AES is an Equal Opportunity Employer who is committed to building strength and delivering long-term sustainability through diversity and inclusion. Respecting all backgrounds, differences and perspectives enables us to improve the lives of our people, customers, suppliers, contractors, and the communities in which we live and work. All qualified applicants will receive consideration for employment without regard to sex, sexual orientation, gender, gender identity and/or expression, race, national origin, ethnicity, age, religion, marital status, physical or mental disability, pregnancy, childbirth, or related medical condition, military or veteran status, or any other characteristic protected under applicable law. E-Verify Notice: AES will provide the Social Security Administration (SSA) and if necessary, the Department of Homeland Security (DHS) with information from each new employee's I-9 to confirm work authorization.

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Senior Auditor - Bank and Support Functions
Full TimeOn-siteJunior$87,700 - $100,100 / Year
cpaaccountingtaxauditinginternal auditrisk management+4

The Internal Audit function within Capital One is a dedicated group of audit professionals focused on delivering top quality assurance services to the organization's Audit Committee. The Audit department is considered one of the leading internal audit functions within the financial services industry and is highly regarded within Capital One. Audit professionals are experienced, well-trained and credentialed, and operate within a highly collaborative team environment to deliver value added opinions and recommendations. The Retail Bank Audit team seeks a highly motivated and self-driven Senior Auditor to join the team. The Senior Auditor will execute professional internal auditing responsibilities across the Retail Bank line of business and associated functional areas, encompassing digital banking, branch/cafe experience, bank operations (including cash management, ATM, tax reporting, estate, and escheatment), contact center, and small business banking (including strategy and deposits, sales and servicing, and lending). This audit work involves conducting operational, financial, and compliance audit projects and contributing to the annual audit plan development. The Senior Auditor will be responsible for maintaining all organizational and professional ethical standards. Here's what we're looking for in an ideal teammate: You provide assurance on governance, risk management, and internal controls with insight and objectivity. You are adaptable, intellectually curious, and challenge assumptions. You build influential, trusting relationships based on shared risk objectives to deliver impact and elevate Audit's value. You value data, innovation, and technical knowledge, leveraging analytics to improve your audit capabilities and are comfortable with technology. You are a coach who invests in team development. You foster a positive environment that attracts and retains top talent. Responsibilities: Assess risk of business activities, potential exposures, and materiality of loss; design and perform audit procedures to verify effectiveness. Design and execute internal control testing for moderately complex operations. Perform and often plan moderate difficulty audit tasks, demonstrating appropriate expertise. Utilize data and analytical tools during all phases of audit delivery. Establish and maintain strong client relations during engagements. Begin communicating audit results to management through written reports and oral presentations. Basic Qualifications: Bachelor's Degree or military experience At least 2 years of experience in auditing, accounting, or a combination Preferred Qualifications: Certified Internal Auditor (CIA) or Certified Public Accountant (CPA) or Certified Regulatory Compliance Manager (CRCM) or Certified Information Systems Auditor (CISA) or Certified Bank Auditor (CBA) 2+ years of experience in banking or 2+ years of experience in financial services industry 2+ years of experience auditing in the areas of retail banking, consumer lending (i.e., card, auto, student, etc.), payments (i.e., wires, ACH, check, etc.), small business banking, vendor management, or any combination. 2+ years of experience performing data analysis / data analytics techniques in support of internal auditing Experience using and auditing AI-driven tools and processes, evaluating model outputs, or using AI tools in audit work and risk assessments At this time, Capital One will not sponsor a new applicant for employment authorization for this position. This role is hybrid meaning associates typically spend 3 days per week in-person at one of our offices listed on this job posting. 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. Charlotte, NC: $87,700 - $100,100 for Senior Staff Auditor McLean, VA: $96,500 - $110,100 for Senior Staff Auditor New York, NY: $105,300 - $120,100 for Senior Staff Auditor Plano, TX: $87,700 - $100,100 for Senior Staff Auditor Richmond, VA: $87,700 - $100,100 for Senior Staff Auditor 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).

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Senior Auditor
ThriventMinneapolis, United States65 days ago
Full TimeOn-siteMid$89,895 - $121,621 / Year
dentalproject managementcpacfaaccountingauditing+6

We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow. Job Summary Responsible for planning, organizing, conducting, and reporting the results of individual internal audit projects, as part of the Company's internal audit program. Maintains strong relationships with stakeholders, staying abreast of changes in business activities, performing risk assessments and contributing to the development of the overall internal audit plan. Develops and oversees the execution of the individual audit test plan, supervising staff auditors, as necessary. Performs a variety of internal audit assignments applying audit principles and techniques in audit testing and fact gathering. Provides Business Risk Management (BRM) leadership with objective analyses and appraisals developed in conjunction with BRM's reviews of financial, operational and regulatory compliance activities. Completes work assignments with minimal supervision individually or as part of a team. This role serves on an audit team primarily responsible for areas within Operations (client servicing), Distribution (sales/advisor-side), Product Solutions, and Broker-Dealer/IA, with limited coverage also in Communications, Marketing, Generosity, and HR. Job Responsibilities And Duties Conduct moderate to complex audit and consulting activities in accordance with the established internal audit program to ascertain whether company policies and procedures, and other risk management activities are designed and operating effectively to manage business risks within established tolerances. Perform planning activities to develop the project scope and appropriate test procedures for audits. This includes, among other things, conducting the opening meeting with management, obtaining and analyzing information to ascertain risks, documenting processes and controls and monitoring the appropriateness of the original audit plan and amending the plan as necessary. Establish reasonable project time budgets, monitoring the progress of the project, completing the project on time and reporting results to BRM management. Ensure work is performed competently and in accordance with BRM and internal audit professional standards. Interpret testing results against defined criteria to formulate cost effective recommendations. Prepare workpapers to document relevant facts and information that support the work performed and conclusions drawn so other reviewers can follow the auditor's logic and methodology. Evaluate and document issues and audit reports in accordance with BRM standards and communicate audit results to audit stakeholders. Assist on a variety of internal departmental projects, as assigned, and participate in professional development activities. Keep abreast of developments in internal auditing and the industries in which Thrivent operates. Complete assigned tasks independently but under supervision of audit leaders, with occasion to supervise and coach more junior auditors. Model Thrivent's leadership competencies – Model the Way, Rally the Team, and Deliver Outcomes by demonstrating resiliency, working together to make the best decisions, and holding yourself and others accountable. Support and/or develop an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shape and/or support a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent's trust and reputation remain strong with its clients. Job Qualifications Required: Bachelor's degree in business administration, accounting or finance (other degrees considered with sufficient, relevant work experience). Advanced degree desirable. Minimum of five years of work experience, including internal audit, risk management or financial services experience. Understanding of internal control concepts and demonstrated experience applying them to plan, perform, manage, and report on the evaluation of various business processes/areas/functions. Has or intends to obtain certification in internal auditing, public accounting, or relevant industry designation (e.g., CIA, CPA, CFIRS, CAMS, CISA, CFA, CFSA, JD, CLU, ChFC, or FLMI). Effective verbal and written communication abilities. Preferred: Strong communicator with demonstrated ability to build collaborative relationships and perform effectively as part of a team. Strong project management skills including organization and time management. Demonstrated ability to apply sound judgement and make decisions in situations involving ambiguity. Additional Information This position allows for a hybrid working environment meaning you may work on-site and remotely from the Minneapolis, MN or Appleton, WI corporate offices. Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $89,895.00 - $121,621.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

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