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Reposted One Month AgoSaved
Hybrid
Bellevue, WA, USA
Senior level
Senior level
Consulting • Financial Services
Lead tax engagements including preparing and reviewing intermediate to advanced tax returns, supervising staff, reviewing workpapers and financial statements, researching technical accounting issues, managing client relationships, and ensuring timely completion and documentation using applicable tax software.
Top Skills: Cch AxcessEngagementGofileroom
Reposted One Month AgoSaved
In-Office or Remote
2 Locations
Senior level
Senior level
Consulting • Financial Services
Manage and grow client relationships through regular communication, issue resolution, account planning, renewals, and upsell opportunities. Coordinate internal teams, maintain CRM records, produce account reports, and provide strategic guidance and thought leadership to support retention and business growth.
Top Skills: Crm Systems
Reposted One Month AgoSaved
In-Office or Remote
2 Locations
Junior
Junior
Consulting • Financial Services
Sell AI advisory and transformation services by prospecting, building executive relationships, managing opportunities, and closing complex six- and seven-figure engagements. Position AI strategy, governance, Copilot, data optimization and collaborate with delivery teams to develop proposals, presentations, and executive business cases while meeting quotas and maintaining pipeline and forecasting.
Top Skills: AIData OptimizationData-Driven TransformationGenerative AiIntelligent AutomationMicrosoft Ai EcosystemMicrosoft Copilot
Reposted One Month AgoSaved
Hybrid
Minneapolis, MN, USA
Senior level
Senior level
Consulting • Financial Services
Manage a portfolio of client accounting engagements delivering timely financial reporting, reconciliations, and general ledger oversight. Supervise and train staff, review internal financial statements, prepare/review 1099s, handle payroll vendor interactions, maintain client relationships, adhere to engagement budgets, and perform occasional on-site client work in a hybrid role.
Top Skills: DynamicsErp SoftwareIntacctExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordNetSuitePayroll Third-Party ProvidersQuickbooksQuickbooks OnlineQuickbooks Proadvisor
Reposted One Month AgoSaved
Hybrid
3 Locations
Senior level
Senior level
Consulting • Financial Services
Serve as a subject-matter expert and trusted advisor managing private client tax engagements. Oversee preparation and review of tax returns, financial statements, and workpapers; supervise, train and mentor staff; develop client relationships and new business; manage engagement budgets, billing, and realization; recommend process improvements and ensure quality control. Participate in client meetings, proposals, and presentations. Maintain CPA credential and travel as needed.
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One Month AgoSaved
In-Office
Colorado Springs, CO, USA
Internship
Internship
Consulting • Financial Services
Assist with tax and accounting assignments across industries; apply accounting and auditing principles; participate in client engagements end-to-end; identify and communicate issues to senior staff; build client relationships; maintain professional standards and confidentiality.
Top Skills: Intranet SoftwareMicrosoft Office SuiteOutlook
One Month AgoSaved
In-Office
Colorado Springs, CO, USA
Entry level
Entry level
Consulting • Financial Services
Perform and assist with audit and tax assignments across industries (real estate, construction, nonprofit, manufacturing). Apply accounting and auditing principles, identify and resolve audit issues, maintain client relationships, ensure professional standards and confidentiality, and help train junior staff. Support full audit lifecycle and contribute to quality control and technology processes.
One Month AgoSaved
Hybrid
Kansas City, MO, USA
Mid level
Mid level
Consulting • Financial Services
Supervise tax, accounting, or audit engagements; review team work; manage budgets and charge hours; mentor and train staff; assist billing; develop industry specialization; support practice development; perform administrative duties. Travel as needed.
One Month AgoSaved
Hybrid
2 Locations
Senior level
Senior level
Consulting • Financial Services
Lead and grow the tax practice: expand client revenue, plan short- and long-term business strategy, manage practice metrics (billing, realization, AR, charge hours), serve as trusted client advisor, ensure quality control, supervise staff, act as technical SME, support business development, and participate in senior operations. Travel as needed.
One Month AgoSaved
Hybrid
Nashville, TN, USA
Internship
Internship
Consulting • Financial Services
Support audit and advisory teams by transforming and cleaning client data, organizing and testing journal entries, identifying process improvements, documenting steps, and assisting with technology-enabled audit tasks and firmwide service requests.
Top Skills: AlteryxAudit SoftwareIntranetExcelMicrosoft Office SuiteOutlookPower BI
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