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Directing audit assignments in the Technology Audit team, including support to ad hoc projects and special investigations, overseeing audit issue tracking and validating closure of issues.Coordinate the evaluation of the adequacy and effectiveness of internal controls relating to all relevant technology and cybersecurity risks in accordance with our audit methodology and the established risk assessment framework.Identify relevant risks stakeholders across First and Second Line of Defense and act as a business partner.Pro-actively develop and maintain professional working relationships with colleagues, the business, and respective support areas, and working in an integrated manner with fellow team members both locally and globally.Keep current on business/industry changes and their effect on the business, audit plan/approach and risk assessments.Applying PayPal's people and performance management policies, practices and procedures and proactively mentoring and developing direct reports, informal mentees, and other team members.EXPERIENCE REQUIRED:The ideal candidate should have a minimum of 10 to 15 years of External Audit, Internal Audit, or experience in Technology Control functions (Risk Mgmt., Compliance) within a large and high growth company that provides financial products and services, and proven experience in evaluating internal controls or compliance programs. 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OverviewBaker Tilly US, LLP (Baker Tilly) is a leading advisory CPA 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 and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion. 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. ResponsibilitiesAre you a talented tax professional that specializes in US individual tax services?Would your ideal job have no typical tax busy season?If yes, consider joining Baker Tilly (BT) as a Tax Manager- Individual Tax Services! This is an internal position that provides US individual tax services to Baker Tilly Partners, including tax preparation, planning and consulting. This position is ideal for someone who wants to continue building their career in public accounting AND have incredible work/life balance. You won't have an intense tax busy season and most weeks are a 40 hour work week! This position can be worked from any location - fully remote work is allowed. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you work along with meaningful relationships with clients, teammates and leadership who truly care about you and your development.You will enjoy this role if: You enjoy being your client's personal advisor and collaborating with a team to provide a holistic approach to their tax services. You seek a leadership opportunity with a well-established practice that continues to achieve tremendous growthYou want to be part of a firm invested in your success by providing the resources and support to continually sharpen your technical skills and build your career now, for tomorrowYou prefer having a steady schedule year-round with a limited fall busy seasonWhat you will do:Provide compliance and consulting services to BT Partners Perform technical review of complex individual tax returns and all supporting tax documents. Lead multiple engagements that deliver proactive tax planning and strategic consulting. Grow technical competence by applying technical developments to complex situationsManage the client experience as the primary point of contact for about 75 clientsInvest 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 goalsQualificationsSuccessful candidates will have:Bachelor's degree in accounting or law, or a similar degree in business, Masters or advanced degree desirableCPA requiredFive (5)+ years' experience in tax return review and planning for high net worth individualsMulti-state tax compliance experience for individuals, including understanding of composite, withholding and pass-through entity tax Experience providing federal tax compliance and consulting services in a professional services firmTwo (2)+ years' of supervisory experience, mentoring and counseling associates preferredDemonstrated management, analytical, organization, interpersonal, project management, communication skillsHighly developed CCH Axcess, PDFlyer and Microsoft Suite skillsEligibility to work in the U.S. without sponsorship preferredAdditional InformationFor California, Colorado, New York and Washington: The compensation range for this role is $86,220 to $182,770. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.#LI-remote
Tax Experienced Associate - Internal Partnership Tax Services
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OverviewBaker Tilly US, LLP (Baker Tilly) is a leading advisory CPA 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 and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 38,000 professionals and a combined worldwide revenue of $4.3 billion.Many of Baker Tilly's roles have the opportunity to work remotely. Please discuss with your talent acquisition professional to understand the requirements for an opportunity you are exploring.Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.cAny unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, 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. ResponsibilitiesAre you a talented tax professional that wants to specialize in US individual tax services?Would your ideal job have no typical tax busy season?If yes, consider joining Baker Tilly (BT) as an Experienced Associate - Internal Partnership Tax Services! This is an internal position that provides partnership tax services to Baker Tilly, including tax preparation, planning and consulting. You will work side-by-side with firm leadership to build the business and have a direct impact on the firm's success. 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Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.#LI-YB1 #LI-Remote
Director, Tax Accounting
Ascension Search Partners, Phoenix
Director of Tax Provision & ReportingOur client, a global, publicly traded market leader with a market cap of roughly $1.5B is looking to add a talented Director, Tax Provision & Reporting.Primary ResponsibilitiesOwn all aspects of the Company's global provision for income taxes and related disclosures.Maintain the income tax provision models for the quarterly and annual reporting periods.Manage the U.S. GAAP tax accounting process for non-U.S. operations, including the collection and review of tax reporting packages prepared by foreign subsidiaries.From the Head of Tax - the position is 100% remote ... no preference on time zone ... manufacturing exposure would be a plus ... nobody understood Tax Accounting when the current Head of Tax arrived ... she was doing the work ... outside firm was reviewing ... with her promotion to Head of Tax, she is looking for someone with significant income tax accounting experience ... could get by with someone more junior on the provision role as this is the Head of Tax's "sweet spot" ... Head of Tax will be a tremendous mentor ...About the Head of Tax (from past Team Members)She is absolutely the person you would want to lead your Tax team ... She is one of the most knowledgeable Tax people that she has ever worked with ... She is very "hands on" ... she inspires involvement by her team as she won't ask her team to do anything that she wasn't willing to do herself ... she will probably figure out the best way first ...She builds phenomenal provision models ... this was before you could purchase provision software ... she built them in Excel ... she can quote tax code with the best of them ... Capable (I have very high standards, so referring to her as capable should not be taken lightly) ... Hands-on (you want a leader that will dive into the weeds, she is that person) ... Dependable (you can count on her ... she recalled responding to an email at 2 am since it was year-end close ... shortly thereafter, she responded to chime in ... she always felt very supported by her) ... she wanted to be clear that she would not push anyone the team to be answering emails at 2 am ... the exact opposite ... she wanted her team to have balance ...ExperienceBachelor's degree in accounting or closely related field required;Advanced degree in Taxation preferred.CPA preferred, but not required.15+ years of corporate tax experience; combination of public accounting and/industry experience, preferably working with multinational public companies.10+ years of recent tax accounting and U.S. tax compliance experience, including 5+ years in a leadership role.Demonstrated technical expertise in accounting for income taxes including significant, recent experience applying ASC 740 in a complex, multinational, public company environment.
Senior Analyst Government Consulting - Financial
MMC, Phoenix
Mercer is seeking candidates for the following position. 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Mercer's approximately 25,000 employees are based in 43 countries and the firm operates in 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.If you have a need that requires accommodation, please let us know by contacting [email protected] McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.
Senior Government Consulting Analyst- Informatics
MMC, Phoenix
Mercer is seeking candidates for the following position, based in Phoenix, Atlanta, or Minneapolis:Government Consulting Senior Analyst - InformaticsMercer's Government Human Services Consulting (GHSC) practice focuses on the unique and challenging needs of the public health care sector, providing a wide array of consulting services to local, state, and federal government agencies across the country. GHSC helps clients achieve better outcomes, develop and deploy defensible strategies, and reshape the delivery of health care. We deliver an individualized focus, powered by industry-leading experience, integrated capabilities and passionate people. GHSC has been partnering with states and other stakeholder organizations for over 34 years to face the demands and pace of change with data-driven pricing, clinically-informed policy and trusted, reliable strategies to manage and deliver care.What can you expect?You will have the opportunity to add value as part of the Government Human Services Consulting practice, which focuses on the unique and challenging needs of the public health care sector, providing a wide array of consulting services to local, state, and federal government agencies across the country.You will work closely with a team of dedicated consultants, clinicians actuaries, analysts, accountants, and pharmacists across our offices.What is in it for you?Top benefits - generous PTO including vacation, sick, personal and even time off for community service!Opportunity to work with some of the smartest people in the industry, while working for a global company with excellent benefits and a dynamic culture.You will have opportunities to participate in Mercer Cares, our community outreach and volunteerism initiative, which coordinates company volunteer events to encourage employees to give back to our community.We provide opportunities to participate in our mentor program, as well as participate in networking with other colleagues in our Business Resource Groups (BRGs) - Mercer Cares (community involvement), PRIDE, Women@Mercer, Racial & Ethnic Diversity and Rising Professionals Network!You will have the opportunity to grow your career by partnering with a supervisor that has similar clients, projects and/or career objectivesYou will participate in a mentorship program with veteran consultants that have years of experience in the consulting industryWe will count on you to:Utilize SAS programming software to interpret, validate and analyze large health care data setsPerform technical peer review for data analysis projectsAssist in the development of client communications, reports, and spreadsheetsGain an understanding of health care delivery systems, specifically government-sponsored health and welfare programs, such as Medicaid and MedicareWork in a fast-paced, challenging and dynamic consulting environment with colleagues across all organizational levels to meet and exceed client demands and deadlinesCollaborate with a focused group of colleagues on smaller team based assignments with opportunities to participate in larger scale client and industry projectsWhat you need to have:1-5 years of experience using SAS, SQL, or other similar data analytic softwareProficiency using MS Excel or similar programsAbility to work both independently and in a dynamic team environment with rapidly changing priorities and demandsExcellent organizational, interpersonal, verbal, and written communication skillsWhat makes you stand out:Proficiency with MS Access and MS PowerPointEagerness to drive results and take initiativeMercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer's approximately 25,000 employees are based in 43 countries and the firm operates in 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.If you have a need that requires accommodation, please let us know by contacting [email protected] McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.
Senior Tax Manager
Wallace Plese + Dreher | Arizona CPAs | Accountants, Phoenix
Wallace Plese + Dreher (WP+D), with offices in Chandler and Scottsdale, Arizona,is seeking a Senior Tax Manager. You can choose to work from either office in Chandler or Scottsdale.Our workplace culture supports professional development, recognizes achievements, and offers a friendly environment for our people and clients.Wallace Plese + Dreher is a recipient of national, regional, and Arizona recognitions, including:Arizona Top Workplace 2021-2023;Accounting Today 2024 and 2023 Regional Leaders, Southwest Region;No. 1 Accounting Firm by Ranking Arizona 2018-2024; and2021 Forbes America's Best Tax and Accounting Firms.Your role will involve enhancing and strengthening the tax team with an emphasis on providing estate and trust tax planning. Through comprehensive tax planning and consulting, you will assist existing and new clients with evaluating and determining ways to protect their financial futures.As a Senior Tax Manager, you will play an important role with mentoring, training, and developing staff, seniors, and supervisors.You will have opportunities to:Assist with wealth preservation, estate and gift tax planning, retirement plan distributions, charitable giving techniques, gifting limitations, transfer tax equivalent credits, generational skipping-transfers, split gifting, spousal trusts, and education and medical gifting.Providing tax planning and consulting to individuals and businesses.Review and sign tax returns, and manage projects associated with individuals, partnerships, and S corporations.Tax planning and preparation of fiduciary income tax returns.Research and manage complex tax matters.Supervise, train, and mentor staff, seniors, and supervisors.Act as a technical resource and mentor.Build and develop new business.Maintain and nurture existing client relationships.Develop and network with referral sources.Consult with clients gathering information, resolving problems, and recommending solutions.Requirements10+ years of tax experience in public accounting.Hold a CPA license.4 year accounting or finance degree.Management experience in public accounting firm.As part of a client service team work with staff, managers, and partners.Self-starter able to multitask and complete assignments within deadlines.Professional, dependable, honest, and trustworthy, combined with a cooperative attitude.Excellent project management, analytical, interpersonal, oral and written communication skills.Strong organizational skills and attention to detail.
Financial Auditor (CPA Required) - 30 Day Consulting Engagement
Jobot Consulting, Phoenix
Want to learn more about this role and Jobot Consulting? Click our Jobot Consulting logo and follow our LinkedIn page!Job detailsInternational credit firm seeks consultant to audit US financial recordsThis Jobot Consulting Job is hosted by Chris TrevinoAre you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.Salary $60 - $85 per hourA Bit About UsOur client is an international credit firm seeking a consultant to audit their US financial reports.Why join us?Short-term contract, contractors through Jobot receive full W2 benefits while on staffJob DetailsCPA licensed Financial Auditor needed to audit United States financial statements for corporate accounting. Global audit has already been completed and all documentation will be available for the duration of the project.Company has around $12MM ARR in the US that requires individual financial audit to ensure basic levels of controls are in place. Company is already SOC-2 Compliant and does not need a full IT audit.Expectation is for the project to take no longer than 4 weeks.Job Description Verifies figures, documents, and account details for auditing, such as cash flow data, income statements, and tax returns. Provides financial control information by collecting, analyzing, and summarizing data and trends. Researches financial documents in preparation for the auditing process. Presents financial analysis to members of the auditing team. Plans financial audits from start to finish. Assesses risks and internal controls by identifying areas of non-compliance. Assists stakeholders in determining figures, valuations, and projections.Qualifications And Skills Strong math and computer-related skills Proficient at presenting and writing detailed reports Exceptional analytical and organizational skills Ability to work in a team environmentEducation And Experience Requirements Experience auditing fintech/SaaS companies. A bachelor's or master's degree in accounting sciences or a related field Certified Public Accountant (CPA) License Required At least 5 years' experience as a financial accountant or analyst Exceptional understanding of U.S. financial rules and regulationsInterested in hearing more? Easy Apply now by clicking the "Easy Apply" button.Want to learn more about this role and Jobot Consulting?Click our Jobot Consulting logo and follow our LinkedIn page!
Senior Tax Manager
John Evans Recruiting, Phoenix
Join an incredible firm which provides tax services to a variety of high net worth clients, businesses, and foundations/charities.Seeking someone with 5+ years of experience in public tax accounting.What sets them apart?A collaborative, family office feelFlexible work from home as needed32-hour weeks throughout summer months! (May-August)40 billable hours, 55 busy season100% health coverageUnlimited PTO after 2 years employmentStrong 401k match + profit sharingExtremely tenured staff