Your work days are brighter here.At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the essential mix of ingredients for success in business. That's why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don't need to hide who you are. You can feel the energy and the passion, it's what makes us unique. Inspired to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest version of you and have a brighter work day here.About the TeamYou'll be joining a centralized Benefits team that sits in the Org Success and Total Rewards Team focused on the Americas region (US, Canada, Mexico, and Costa Rica) and that has made significant investments to support our employees and their families through integrated programs across our pillars of benefits: Physical, Financial, Mental, and Social-Flex. The Americas Benefits team contributes to the collective success of our company by delivering excellent work in a way that is consistent with our values and delivering a best-in-class competitive benefits programAbout the RoleWorkday is seeking an accomplished senior level benefits professional who will have oversight over our employee benefit programs. You will be leading the strategy for benefits and communications as well as managing the day to day program management and vendor management, performing analysis and proposals, conducting RFPs, and more! This role reports to the Sr. Director of Americas Benefits. If your professional passion is creating best in class benefit programs that are truly innovative and deliver an exceptional employee experience- let's talk.About YouBasic Qualifications:Deep benefits knowledge across all benefit programs in US/Canada/Mexico/Costa Rica, including but not limited to health, retirement, pension, leave, time off, disability, spending accounts, voluntary, and ancillary plans. Expertise in medical and pharmacy innovation and strategies Expertise in Executive Benefits Expertise in building strategic roadmaps and presenting data and proposals to senior leadersUnderstanding of legal requirements and compliance activities required in US/Canada/Mexico/Costa RicaExcellent customer service skills with a consistent focus on employee education, advocacy, and program promotion. Ability to communicate both in person and through written correspondence (Slack, ServiceHub, email, etc.)Collaborate with and provide support to other benefits team members as needed, including being available and responsive through Slack, email, and attend meetings as appropriate.Develop strong working relationships and collaborate with a cross-functional group of partners, both internal and external.Ability to adapt and drive improvements and continuously simplify processes in ways that enhance workmate experience while meeting compliance and legal requirements.Comfortable navigating ambiguity, uncertainty and change. Expertise in Workday benefits administration, both system related and internal practice.Intermediate level expertise in Microsoft Office and/or G Suite toolsParticipate in team learning opportunities such as reading workmate communications, attending webinars, and completing additional training as needed to stay current on benefit programsParticipate in professional benefits organizations and networking groups to understand trends in our industry.Represent Workday Benefits with professionalism, empathy, and enthusiasm. Experience in a large high volume, fast paced environment, tech industry strongly preferredOther Qualifications:10 or more years experience working in benefitsAbility to interact effectively with all senior leadership levelsStrong ability to manage horizontally (across multiple functions and company stakeholders) and vertically (up and down)Ability to roll up information in a concise and informative manner with clear actionsProven track record in position requiring judgment, interpersonal skills, ability to act independently with an understanding of larger picture and tie to company strategy, with critical thinking and problem-solving skills, while being able to inform and seek guidance to ensure alignment Workday Pay Transparency StatementThe annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate's compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday's comprehensive benefits, please click here.Primary Location: USA.CA.Pleasanton Primary Location Base Pay Range: $160,000 USD - $240,000 USD Additional US Location(s) Base Pay Range: $134,800 USD - $240,000 USDOur Approach to Flexible Work With Flex Work, we're combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!PDN-9d0833fb-26a6-4fa2-a203-de0b7a489c3c

Tax Principal - Flow-Through Tax Compliance

Baker Tilly Advisory Group, LP, Frisco

OverviewBaker 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.Job Description: Federal TaxResponsibilitiesAre you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" tax expert? Are you inspired to lead a practice, lead people and make a difference for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Principal focused on growing the Houston market! Be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. You will enjoy this role if:You are an expert in tax and know the Houston market and want to make an impact to help grow this areaYou want to work for a leading CPA advisory firm which is growing, growth means more opportunityYou are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities now, for tomorrowWhat you will do:Be a trusted leader of Baker Tilly's tax services providing federal tax compliance and consulting services to commercial clients positively impacting your clients through:Being a valued tax business advisor, leading client relationships on day to day tax matters with various clients ranging from middle market to multinationalConsulting on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for considerationCoordinating with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areasOverseeing tax-planning responsibilities for federal and individual clients, review complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliatesProviding recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectivesManage client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue. Actively participate in request for proposals to pursue additional clients/services for the firmParticipates with other service line leadership in developing tax service market positioning and branding, strategy, and messagingInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team membersDemonstrate leadership, initiative, excellent team skills, and high ethical standardsRepresents the firm at key community events, firm functions, and other meetingsQualificationsBachelor's Degree required, Masters or advanced degree desirableCPA or JD requiredFifteen (15)+ years' experience providing federal tax compliance and consulting services in a professional services firm, relevant industry experience is consideredFive (5)+ years' of supervisory experience, mentoring and counseling associatesDemonstrated management, analytical, organization, interpersonal, project management, communication skillsAbility 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 projectsHighly developed software and Microsoft Suite skillsReal Estate LEADERResponsibilitiesAre you looking to join an entrepreneurial firm which is one of the fastest growing in the US?Are you inspired to lead people and make a difference for your clients? Lead the Construction/Real Estate team for New York!If yes, consider joining Baker Tilly (BT) as a Real Estate Tax Principalleading the New York market/team! You will also be a leader in our National Real Estate Practice! Be a valued business advisor delivering industry-focused tax advisory and compliance services to real estate clients. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. You will enjoy this role if:You are an expert in partnership tax You are excited about the world of real estate and have strong technical expertise servicing this industryYou want to work for a leading CPA advisory firm which is growing, growth means more opportunityYou are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities now, for tomorrowWhat you will do:Be a trusted leader of Baker Tilly's tax services providing federal tax compliance and consulting services to construction and real estate clients positively impacting your clients through:Being a valued tax business advisor, leading client relationships on day to day tax matters with various clients ranging from middle market to multinationalConsulting on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for considerationCoordinating with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areasOverseeing tax-planning responsibilities for federal and individual clients, review complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliatesProviding recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectivesManage client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue. Actively participate in request for proposals to pursue additional clients/services for the firmParticipates with other service line leadership in developing tax service market positioning and branding, strategy, and messagingInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team membersQualificationsBachelor's Degree required, Masters or advanced degree desirableCPA or JD requiredFifteen (15)+ years' experience providing federal tax compliance and consulting services in a professional services firm, working with real estate clients in the New York/tri-state areaFive (5)+ years' of supervisory experience, mentoring and counseling associatesMust be local to New York Market Demonstrated management, analytical, organization, interpersonal, project management, communication skillsAbility 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.Real Estate TaxResponsibilitiesAre you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" partnership tax expert? Are you inspired to lead people and make a difference for your clients? If yes, consider joining Baker Tilly (BT) as a Federal Tax Partner! Be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. You will enjoy this role if:You are an expert in partnership tax You are excited about the world of real estate and have strong technical expertise servicing this industryYou want to work for a leading CPA advisory firm which is growing, growth means more opportunityYou are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities now, for tomorrowWhat you will do:Be a trusted leader of Baker Tilly's tax services providing federal tax compliance and consulting services to construction and real estate clients positively impacting your clients through:Being a valued tax business advisor, leading client relationships on day to day tax matters with various clients ranging from middle market to multinationalConsulting on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for considerationCoordinating with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areasOverseeing tax-planning responsibilities for federal and individual clients, review complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliatesProviding recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectivesManage client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue. Actively participate in request for proposals to pursue additional clients/services for the firmParticipates with other service line leadership in developing tax service market positioning and branding, strategy, and messagingInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team membersDemonstrate leadership, initiative, excellent team skills, and high ethical standardsRepresents the firm at key community events, firm functions, and other meetingsQualificationsBachelor's Degree required, Masters or advanced degree desirableCPA or JD requiredEleven (11)+ years' experience providing federal tax compliance and consulting services in a professional services firm, relevant industry experience is consideredFive (5)+ years' of supervisory experience, mentoring and counseling associatesDemonstrated management, analytical, organization, interpersonal, project management, communication skillsAbility 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 skillsTax, Financial ServicesResponsibilitiesAre you looking to join an entrepreneurial firm which is one of the fastest growing in the US?Are you inspired to lead a practice, lead people and make a difference for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Partner in our Financial Services Practice! Be a valued business advisor delivering industry-focused tax advisory and compliance services to the financial services industry to include banks and insurance companies. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. You will enjoy this role if:You are an expert in tax provisioning, tax compliance and tax consulting specifically with financial institution clientsYou want to work for a leading CPA advisory firm which is growing, growth means more opportunityYou are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities now, for tomorrowWhat you will do:Be a trusted leader of Baker Tilly's tax services providing federal tax compliance and consulting services to financial institution clients positively impacting your clients through:Being a valued tax business advisor, leading client relationships on day to day tax matters with various clients ranging from middle market to multinationalConsulting on technical matters and special projects in various areas of corporate tax including FAS 109 and FIN 48Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for considerationCoordinating with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areasOverseeing tax-planning responsibilities for federal and individual clients, review complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliatesManage client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue. Actively participate in request for proposals to pursue additional clients/services for the firmParticipates with other service line leadership in developing tax service market positioning and branding, strategy, and messagingInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members, helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team membersRecruit, develop, lead and retain team members, setting overall direction/strategy Demonstrate leadership, initiative, excellent team skills, and high ethical standardsRepresents the firm at key community events, firm functions, and other meetingsQualificationsBachelor's Degree required, Masters or advanced degree desirableCPA requiredEleven (11)+ years' experience providing tax compliance and consulting services in a professional service firm Five (5)+ years' of supervisory experience, mentoring and counseling associatesExperience working with financial institution clients Demonstrated management, analytical, organization, interpersonal, project management, communication skillsAbility 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 projectsHighly developed software and Microsoft Suite skillsHigh Net Worth TaxResponsibilitiesNurtures long term relationships with clients - develops a partnership with the client to identify issues and trends and identify innovative solutions and ideas.Ensures that the objectives and budgets for the High Net Worth service line are met each year for the Plano office.Provides input to the income tax service line policies, procedures and service methodologies and ensures that they are followed.Participates in the recruiting process for the tax service line as assigned.Mentors and manages assigned staff in the tax service line.Identifies future leaders for training and mentoring, continually working to transition his or her duties for succession planning purposes.Delivers assigned staffs' annual performance reviews.Participates with other service line leadership in developing tax service market positioning and branding, strategy, messaging, and annual marketing plan Participates in client and prospect communications, lead generation and branding activities for tax service line.Represents the firm at key community events, firm functions, and other meetings.Attends proposal meetings as frequently as possible in assisting in the close and onboarding process.Analyzes problems, designs and implements solutions that accomplish the clients' objectives and ensure compliance.Supervises staff assigned to his or her projects to insure that schedules, budgets and quality requirements are met.Serves as mentor and advisor to partners and managers during various phases of client relationships and technical matters.QualificationsMinimum RequirementsMinimum of 15 years of practice in public accounting with an emphasis on providing services encompassing federal individual income tax, fiduciary income tax, estate planning, charitable planning, and/or family officesConcentrated experience with trust, estate, gift, complex individual and state tax returnsProficient experience with corporate, partnership, S-Corp income taxation and tax-exempt organizationsExcellent written and verbal communication skills (public speaking skills a plus)Excellent interpersonal, analytical and problem-solving abilityMust be highly organized and capable of managing multiple tasks in a complex, dynamic environmentProficient knowledge of automated tax processing systems and Microsoft Office tools Expert understanding, comprehension, and ability to articulate various business processesProven leadership, communication, project management, and team building skillsTrust and confidence of the partner group and staffMust be authorized to work in the United States without future sponsorshipBachelor's degree Active CPA licenseTechnical/Specific Discipline RequirementsExperience in advising and working directly with High Net Worth and Ultra High Net Worth individuals and families in the areas of income tax, estate planning and asset protection planningExperience in advising and working directly with Family OfficesDeep knowledge and understanding of:Individual Income TaxationFiduciary Income TaxationEstate, Gift and Generation-Skipping Transfer TaxesFamily Limited PartnershipsEstate, Wealth Transfer and Succession PlanningWorking knowledge of:Taxation of S Corporations and C CorporationsTaxation of Partnerships and Limited Liability CompaniesTaxation of operating businessesTaxation of Private FoundationsLegal concepts involved with relevant areas of taxationCommercial Services Tax ResponsibilitiesAre you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" tax expert? Are you inspired to lead a practice, lead people and make a difference for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Partner in our Commercial Services practice focused on growing the DC market! Be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. You will enjoy this role if:You are an expert in tax and know the DC market and want to make an impact to help grow this areaYou want to work for a leading CPA advisory firm which is growing, growth means more opportunityYou are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities now, for tomorrowWhat you will do:Be a trusted leader of Baker Tilly's tax services providing federal tax compliance and consulting services to commercial clients positively impacting your clients through:Being a valued tax business advisor, leading client relationships on day to day tax matters with various clients ranging from middle market to multinationalConsulting on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for considerationCoordinating with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areasOverseeing tax-planning responsibilities for federal and individual clients, review complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliatesProviding recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectivesManage client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue. Actively participate in request for proposals to pursue additional clients/services for the firmParticipates with other service line leadership in developing tax service market positioning and branding, strategy, and messagingInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team membersDemonstrate leadership, initiative, excellent team skills, and high ethical standardsRepresents the firm at key community events, firm functions, and other meetingsQualificationsBachelor's Degree required, Masters or advanced degree desirableCPA or JD requiredEleven (11)+ years' experience providing federal tax compliance and consulting services in a professional services firm, relevant industry experience is consideredFive (5)+ years' of supervisory experience, mentoring and counseling associatesDemonstrated management, analytical, organization, interpersonal, project management, communication skillsAbility 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 projectsHighly developed software and Microsoft Suite skills

Real Estate Advisory Principal, Valuation

Baker Tilly Advisory Group, LP, Frisco