Cbiz Cpas Jobs in Usa
942 positions found
Job Description
Dedication. Expertise. Passion.
At Stoner & Bouldin LLP , we've spent over 25 years building a reputation for excellence. For the last decade, we have intentionally operated as a family-owned, boutique firm with a private, locked client list. Now, we are entering an exciting new chapter of expansion. We are looking for a dedicated and experienced CPA to join our team in Austin, helping us scale our impact while maintaining the white-glove service our clients expect.
The Role
As a Senior CPA at Stoner & Bouldin, you won't just be crunching numbers; you will be a key player in our firm's growth. You will handle complex tax planning and preparation for a high-tier client base, offering the strategic insights that have made us a trusted partner for over two decades.
Key Responsibilities
* Tax Strategy & Compliance: Lead the preparation and review of complex federal and state tax returns for individuals, corporations, and partnerships.
* Client Advisory: Provide high-level tax planning and consulting to help clients navigate changing regulations and optimize their financial positions.
* Expansion Support: Assist in the onboarding of new clients as we expand our formerly "locked" client list.
* Mentorship: Provide guidance and technical review for junior staff as the firm grows.
* Quality Assurance: Maintain our boutique standard of "top tier" customer service through meticulous attention to detail and proactive communication.
Qualifications
* Experience: 5-10 years of progressive experience in public accounting, specifically within tax services.
* Credential: Active CPA license is required.
* Technical Skills: Deep knowledge of current tax laws (federal and state) and proficiency in professional tax software (e.g., Lacerte).
* Style: A passion for client service and the ability to thrive in a boutique, collaborative office environment.
* Location: This is a 100% in-office position at our Austin, Texas office.
Salary & Benefits
* Compensation: $90,000 - $130,000 per year (Competitive for the Austin market, commensurate with experience).
* Performance Bonuses: Opportunities for year-end bonuses based on firm growth and individual performance.
* Benefits: Flexible health insurance, SIMPLE retirement matching, and generous PTO.
* Culture: A stable, family-owned environment with a focus on work-life balance.
Company Description
Boutique tax office with an emphasis on client services.
Company Description
Boutique tax office with an emphasis on client services.
- Must be living in the Greater Seattle area, willing and able to work on site in Seattle once a week.
We are seeking a motivated individual who is looking for a new opportunity to deliver exceptional customer service to suppliers and internal teams in various aspects of Finance with a focus on self-service and innovation. This role will assist with managing the finance email inbox for our client to ensure prompt payments, adherence to accurate policies and practices, along with other accounts payable and accounts receivable related duties while establishing and maintaining relationships with internal and external stakeholders.
Responsibilities
• Manage an accounts payable mailbox for user requests. Be able to understand the request, clarify it as necessary, address it and/or determine the best path to closure.
• Provide support during the budget cycles, including whitepaper contribution and reviews, meeting set-up and WorkDocs folder access requests.
• Be able to address ad hoc accounts payable and accounts receivable requests. Address ambiguous requests and move to clarification and resolution.
• Oversee the collection of root cause analysis responses to purchase order violations of the spend and transaction policy including maintaining the POAI reporting dashboard.
• Set up new suppliers in finance tools following an established process of onboarding, including managing NDA’s and working directly with suppliers ensuring a positive experience.
• Provide monthly billing and collection support including but not limited to parking, rebates, penalties and incentives.
• Manage invoice creation, cancellation or inquiries as well as tracing payments as needed.
• Manage financial inspections including monthly accruals defect calculation.
• Manage virtual team meetings including agenda creation, follow up and closure of outstanding action items across the team.
• Develop comprehensive quarterly well-structured hub page and documentation updates addressing frequently asked questions and common inquiries.
- Perform necessary tasks as assigned.
Requirements
• Knowledge of accounts payable and receivable processes as well as invoicing. Ideally 5+ years of experience in Accounts Payable and Purchasing.
• Be highly organized, able to deal with ambiguity and prioritize tasks.
• Experience providing excellent customer service within a professional setting.
• Ability to prioritize and solve problems in a fast paced, high volume, environment, with minimal supervision.
• Enhance standardization and provide accessible information for all stakeholders.
• Takes initiative to pursue solutions, drive tasks to completion, and close communication loops.
• Ability to effectively listen, write and communicate with a high level of attention to detail.
• Be able to establish and maintain relationships with internal and external clients.
• Intermediate skills in MS Office, particularly Excel, Outlook, and Word a must.
• Experience in Smartsheet and/or Salesforce desired.
- Certified Public Accountant (CPA) desired.
This is a full-time roles and Teleion offers full benefits, PTO, holiday, 401(k). See how other employees have reviewed us on Glassdoor.
Required: Eligibility to work in the United States without sponsorship presently or in the future.
Teleion has made the Seattle Business Magazine Washington’s 100 Best Place to Work list 7 years consecutively as well as on of the nation's BEST COMPANIES TO WORK!
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Teleion is Minority owned and an Equal Opportunity Employer – We welcome all races, sexual orientations, gender identities, veterans, religions and disabilities
As Global Accounting Manager, you’ll sit at the center of a complex, multi-entity international environment, helping ensure our financial foundations are strong, our reporting is trusted, and our accounting function is ready to scale with our continued global growth.
If you’re a technically strong accounting leader who thrives in fast-moving environments and enjoys building systems, improving processes, and delivering numbers that leaders trust to make big decisions
- we’d love to hear from you.
The Role at a Glance: Global Accounting Manager Hybrid / Remote working within 2 hours from Denver $140,000-$160,000 Plus Great Benefits & Perks Who We Are Actionstep is a pioneer in the development and delivery of cloud-based SaaS software for professional services firms, specializing in Legal Practice Management solutions.
Today, our platform powers the operations of 30,000+ professionals worldwide, helping law firms run smarter, more efficient businesses.
We’re experiencing meteoric global growth, expanding rapidly across North America, the UK, Australia, Canada, and New Zealand.
Our team of 240+ talented professionals is united by a mission to deliver innovative technology that transforms how professional firms operate.
As we continue to scale globally, building a world-class finance and accounting function is critical to supporting the next stage of our growth.
The Finance Team Our Finance team plays a critical role in enabling the business to move fast with confidence and discipline.
We provide accurate, timely, and insightful financial information that empowers leaders across the business to make smart, strategic decisions.
At the same time, we ensure the company operates with strong governance, effective risk management, and rigorous compliance across multiple jurisdictions.
This is a hands-on, high-impact team where talented professionals can shape how a modern SaaS finance function operates at scale.
The Opportunity As Global Accounting Manager, you will be the operational backbone of the accounting function, ensuring the integrity of the general ledger and delivering the high-quality financial information that underpins leadership decision-making.
Working closely with the Global Controller, you’ll own the global month-end close, consolidation, and reporting processes across multiple entities and regions, while also supporting audit readiness, complex accounting matters, and continuous improvement across the accounting function.
Your work will directly support management reporting, board reporting, and strategic initiatives, ensuring the numbers behind our growth are accurate, transparent, and defensible.
This is an ideal opportunity for someone who enjoys building strong foundations in a fast-moving, modern SaaS business.
About Pinterest:
Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we're on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product.
Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other's unique experiences and embrace theflexibility to do your best work. Creating a career you love? It's Possible.
At Pinterest, AI isn't just a feature, it's a powerful partner that augments our creativity and amplifies our impact, and we're looking for candidates who are excited to be a part of that. To get a complete picture of your experience and abilities, we'll explore your foundational skills and how you collaborate with AI.
Through our interview process, what matters most is that you can always explain your approach, showing us not just what you know, but how you think. You can read more about our AI interview philosophy and how we use AI in our recruiting process here.
About tvScientific
We are the first CTV advertising platform purpose-built for performance marketers. For game developers and publishers, we bridge the gap between massive TV reach and granular User Acquisition (UA) metrics. Built by ad-tech veterans, our platform combines media buying, optimization, and MMP attribution to help gaming brands automate CTV campaigns, drive app installs, and maximize Return on Ad Spend (ROAS).
Join the tvScientific team as an Account Manager, where you'll lead strategic client relationships, drive revenue growth, and ensure client success on our cutting-edge platform.
As an Account Manager on our team, you'll be responsible for managing a portfolio of key client accounts, developing and executing strategic account plans, and driving revenue growth through upsell, cross-sell, and retention initiatives. You'll leverage your expertise in performance marketing and CTV advertising to deliver exceptional value to our clients, exceed revenue targets, and contribute to the overall growth and success of our organization.
What you'll do:
- Lead and manage a portfolio of key client accounts, spanning various industries including retail, leisure, and tech-adjacent sectors.
- Launch, serve, and optimize campaigns for clients, ensuring maximum ROI and campaign success.
- Proactively pick up the phone and engage in meaningful conversations with customers and agencies about digital media, including CTV advertising.
- Develop and execute strategic account plans to drive revenue growth, retention, and expansion opportunities within existing client accounts.
- Identify and capitalize on upsell and cross-sell opportunities, leveraging your digital media and advertising experience to maximize revenue potential.
- Collaborate closely with internal teams, including sales, product, and support, to ensure seamless execution of client campaigns and initiatives.
- Monitor and analyze campaign performance metrics, providing insights and recommendations to optimize client campaigns and drive superior results.
- Act as a trusted advisor to clients, providing expert guidance, industry insights, and best practices to help them achieve their advertising objectives.
- Stay informed about industry trends, market dynamics, and competitive landscape to anticipate client needs and proactively address challenges.
- Provide mentorship and support to junior account management team members.
What we're looking for:
- 3+ years in sales or account management in the digital advertising or performance marketing industry.
- Strong understanding of the digital media and advertising landscape, with experience talking to customers and agencies about digital media, including CTV advertising.
- Experience with digital media platforms, MMPs, or supporting tools, working with major agencies.
- Strong comfortability with data, with the ability to analyze campaign performance metrics and provide actionable insights.
- Curious mindset with a propensity to ask a lot of questions and seek opportunities for growth.
- Exceptional communication and interpersonal skills, with the ability to build rapport, influence stakeholders, and navigate complex client relationships.
- Comfortable picking up the phone and engaging in conversations with customers and agencies about digital media.
- Strategic thinker with the ability to develop and execute account plans, identify opportunities, and drive initiatives to achieve business objectives.
- Results-driven and customer-focused, with a passion for delivering exceptional service and value to clients.
- Bachelor's degree in business, marketing, advertising, or related field.
- You May Also Have:
- MBA or advanced degree in business or related field.
- Experience working with enterprise-level clients or agencies, managing complex accounts and large budgets.
- Certifications or training in digital advertising platforms, performance marketing, or related disciplines.
In-Office Requirement Statement:
- We recognize that the ideal environment for work is situational and may differ across departments. What this looks like day-to-day can vary based on the needs of each organization or role.
Relocation Statement:
- This position is not eligible for relocation assistance. Visit ourPinFlexpage to learn more about our working model.
#LI-REMOTE
#LI-LP1
At Pinterest we believe the workplace should be equitable, inclusive, and inspiring for every employee. In an effort to provide greater transparency, we are sharing the base salary range for this position. The position is also eligible for equity and incentive compensation. Final salary is based on a number of factors including location, travel, relevant prior experience, or particular skills and expertise.
Information regarding the culture at Pinterest and benefits available for this position can be found here.
US based applicants only$60,048—$123,629 USDOur Commitment to Inclusion:
Pinterest is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best qualified people in every job. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, religion or religious creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, age, marital status, status as a protected veteran, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member) or any other consideration made unlawful by applicable federal, state or local laws. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you require a medical or religious accommodation during the job application process, please completethis formfor support.
CBIZ Higher Education Practice has been selected to partner with Emporia State University. Emporia State University (ESU) seeks applications and nominations for two tenure track-or multi-year contract positions in Cybersecurity at the Assistant or Associate professor rank. We seek candidates who are genuinely passionate about the field and want to be part of a dynamic and evolving new program that focuses on practical application and workforce readiness. The successful candidates will begin their appointment in the Fall of 2026 to serve as our inaugural cybersecurity faculty. Located in the vibrant city of Emporia, Kansas, ESU is a student-centered institution committed to academic excellence, innovative programs, and close partnerships that drive real world impact. With a strong “Students First” philosophy, Emporia State empowers learners from all backgrounds through transformational experiences that prepare them for meaningful careers.
The School of Business & Technology (SBT) has a rich and storied history in the region, is AACSB accredited, and features the BizHornet Center, a dedicated student career development hub, offering specialized services specifically for SBT students. In addition, SBT faculty and staff integrate a variety of high-impact learning experiences within the classroom, fulfilling the University’s mission of “preparing students for lifelong learning, rewarding careers, and adaptive leadership.”
The Position: For a full position profile and description of the opportunity please visit: Cybersecurity Position Profile
Applications should include a 1) current CV, 2) a letter of interest that addresses the responsibilities and qualifications described in the position profile, 3) research statement, and 4) teaching statement.
Consideration will be given to materials received by the submission deadline of Wednesday, April 1st, 2026.
CBIZ is an Equal Opportunity Employer
CBIZ does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.
We are proud to partner with The Princeton Mercer Regional Chamber of Commerce in Search of their future President and Chief Executive Officer. The Princeton Mercer Regional Chamber of Commerce - largest and oldest regional chamber of commerce in New Jersey.
The Princeton Mercer Regional Chamber of Commerce provides members with opportunities to meet and do business together; promotes connections that enhance members’ success; speaks for business on public policy issues affecting business and local communities; and promotes an environment for business growth by encouraging economic development.
The Position: For a full position profile and description of the opportunity please visit: President & CEO Search - Princeton Mercer Regional Chamber of Commerce
Applications should include 1) a current CV or resume and 2) a letter of interest that addresses the responsibilities and qualifications outlined in the position profile.
CBIZ is an Equal Opportunity Employer
CBIZ does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.
Assistant Project Manager
Full-Time (in office)
Civil Excavation & Utilities | MetroWest Boston
We are a growing excavation and sitework contractor building disciplined systems to scale.
We work for top 400 ENR contractors in the Boston Metro Area. Recent contracts include the South Station Tower project, Terminal E at Logan Airport, Boston College Archives, Newton East and Voute Hall, BU Warren Towers, among many others.
We are looking for a detail-obsessed, growth-driven professional to strengthen our project controls systems and to assist our project management and estimator teams.
Primary Responsibilities:
• Pricing and reconciling daily T&M extra work orders
• Centralized change order tracking across all projects
• Contaminated soil quantity reconciliation and billing capture
• Monitoring disposal facility rates and surcharges against subcontract agreements with the Construction Manager
• Monitoring union wage schedule updates and coordinating with CBIZ
• Working across Foremen, Superintendents, PMs, Accounting, Suppliers, and Construction Managers
You will build systems that protect profitability.
Secondary Responsibilities:
· Take-offs for estimators.
· RFI’s and Submittals.
Who You Are
• Growth mindset
• Extremely detail-oriented
• Strong Excel skills (pivot tables, tracking dashboards, cost analysis)
• Comfortable working with numbers and financial data
• Accountable and process-driven
Qualifications:
· 0-5 years of experience in construction, excavation, or utilities.
· -Strong Excel skills are required.
· -Experience with Timberline/Sage 300 CRE, Procore, on-screen take-off, agtek, Clearstory preferred.
· -Bachelor’s Degree preferred.
Compensation:
· -Position is classified as full-time, salaried, and exempt under applicable wage and hour laws.
· -$65,000 - $95,000 annual salary (commensurate with experience).
· -Discretionary bonus based on individual and company performance metrics .
· -Health and 401(k) benefits offered. -Employment is at-will in accordance with Massachusetts law.
Culture
We are performance-driven but family-first.
We work hard, expect ownership, and enjoy what we do.
Location: Tucson, AZ
Schedule: Onsite, Monday-Friday (No hybrid or remote option)
Pay Rate: $20-$25 per hour, based on experience
Cutler Advisors is hiring!
Cutler Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in:
- Murrysville, PA
- Scottsdale, AZ
- Tucson, AZ
Join a rapidly growing organization with a strategic vision and dynamic plan.
Position Summary
We are seeking a detail-oriented and technically strong Billing Specialist with at least 3 years of hands-on experience in billing, collections, and accounts receivable. This role is ideal for someone who thrives in a high-volume, fast-paced professional services environment and has strong reconciliation, review, and analytical skills.
The Billing Specialist will be responsible for preparing and processing client invoices, applying and reconciling payments, monitoring accounts receivable, and supporting collection efforts. This position works closely with firm leadership and the centralized Crete PA billing and collections team, serving as an essential onsite resource to ensure accurate and timely billing operations.
This role is 100% in-office and requires consistent onsite presence during regular business hours.
Key Responsibilities
- Prepare, review, and process client invoices using CCH ProSystem Practice Management
- Generate and analyze WIP (Work in Progress) and billing reports
- Perform detailed reconciliation of billing, cash receipts, and accounts receivable balances
- Review and edit pre-bills based on partner or management direction, ensuring accuracy and completeness
- Apply and post client payments (checks, credit cards, ACH) accurately and timely
- Prepare and reconcile daily deposits
- Monitor aging reports and assist with collections follow-up on outstanding receivables
- Research and resolve billing discrepancies, unapplied cash, and client account issues
- Maintain accurate and detailed billing and collection notes
- Respond professionally to client inquiries regarding invoices and statements
- Maintain client and billing records with a high degree of accuracy
- Support month-end close activities related to billing and AR
- Perform other related duties and special projects as assigned
Required Experience & Qualifications
- Minimum 3 years of experience in billing, collections, and accounts receivable
- Prior experience in a professional services environment (accounting, legal, consulting, or similar) strongly preferred
- Demonstrated experience handling high-volume billing and AR transactions
- Strong reconciliation skills with a high level of attention to detail
- Solid technical aptitude and comfort working within billing and accounting systems
- Proficiency in Microsoft Excel and other Microsoft Office applications
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Strong organizational, analytical, and problem-solving skills
- Clear and professional written and verbal communication skills
- Ability to work independently while collaborating effectively with a broader team
Education
- Associate's degree in Accounting, Finance, Business, or a related field preferred
- Equivalent combination of education and relevant work experience will be considered
Work Environment & Schedule
- This position operates onsite in Tucson, AZ
- Standard business hours, Monday through Friday
- No hybrid or remote work options available
Benefits
Crete Professionals Alliance offers a competitive benefits package, including:
- Health, Dental, and Vision Insurance
- Company-paid Life and Long-Term Disability Insurance
- Optional supplemental benefits
- Safe Harbor 401(k) plan with employer contributions
- Professional development resources, including access to Becker and LinkedIn Learning
This position operates as part of a US Southwest-based team, with typical working hours aligning with Mountain Standard Time (MST) to facilitate effective offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs.
We are excited to invite talented individuals to join our dynamic team!
In addition to a rewarding career, we provide a robust benefits package, including:
- Health, Dental, and Vision Insurance (with options for fully paid employee-only coverage for health and dental)
- Company-Paid Life and Long-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance and short-term disability options
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!
\"David Cutler Accountants + Advisors\", an independent member of the Crete Professionals Alliance, is the brand name under which David S. Cutler, CPA, PC and David S. Cutler, CPA, PLLC (collectively referred to as \"DSC CPA\") and Cutler Advisors LLC d/b/a David S. Cutler Advisors (\"Advisors\") provide professional services. DSC CPA and Advisors practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. DSC CPA is a licensed independent CPA firm that provides attest services to its clients, and Advisors provides tax and business consulting services to their clients. Advisors and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the David Cutler Accountants + Advisors brand are independently owned and are not liable for the services provided by any other entity providing the services under the David Cutler Accountants + Advisors brand. Our use of the terms \"our firm\" and \"we\" and \"us\" and terms of similar import, denote the alternative practice structure conducted by DSC CPA and Advisors.
Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.
#LI-BP1
Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do phrases like \"accounting for income taxes,\" \"tax restructuring,\" and \"tax controversy\" peak your interest? Do you enjoy providing federal tax compliance and consulting services to large global and dynamic midsize clients across a variety of industries? If you answered \"Yes\" to any of these questions, you should consider a career in Deloitte's Business Tax Services (Federal tax) practice!
What you'll do
As a Tax Senior within the Business Tax Services group, you will provide federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and career.
Responsibilities will include:
- Maintaining and developing strong client relationships on various federal tax consulting/compliance engagements.
- Advising clients on a variety of tax issues including accounting for income taxes, FTA (periods, methods & credits), tax provisions, tax compliance, business restructuring, and tax controversy.
- Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates.
- Managing engagement workflow, engagement team resources, and engagement billing.
- Providing leadership, counseling, and career guidance for the development and motivation of the engagement team.
The Team
At Deloitte Tax LLP, our Business Tax Services team provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Business Tax subject matter experts and industry specialists provide services relevant to our client's business. Our team will assist with global tax challenges and transform the tax department to create greater impact and efficiency within our client's organization. Our spectrum of business tax services are relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting. Join us, and help clients optimize their tax functions and take strategy to the next level. Learn more about Deloitte Business Tax Services.
Qualifications
Required
- Language fluency in Japanese and English (both written and verbal)
- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
- 5+ years' experience in federal taxation, preparation and review experience of federal tax returns for corporations, partnerships, and individuals
- Bachelor's degree in accounting, business, finance or other business-related field
- One of the following accreditations obtained or willing to obtain:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA exam
- If not CPA eligible:
- Licensed attorney
- Enrolled Agent
- Certifications:
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred
- Advanced degree such as Masters of Tax, JD, and/or LLM
- Previous Big 4 or large CPA firm experience
- Solid understanding and experience with federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research
- Solid understanding with accounting for income taxes in accordance to ASC740
- Excellent research and writing skills
- Excellent presentation and communications skills
- Strong management experience
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $71,610 to $151,580.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI & DNI are but actually get excited about them? If you answered \"Yes!\" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice!
Recruiting for this role ends on June 1, 2026
What You'll Do
As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. Additionally, you will train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors; you will begin taking on lead client-contact roles, and billing and profitability analysis, on engagements; and you will begin to be involved in marketplace eminence building and pursuits.
The Team
At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services.
Qualifications
Required
- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 3 days per week
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
- Limited immigration sponsorship may be available
- 5+ years of public accounting experience (at least 3 years in investment management)
- One of the following accreditations obtained:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- If not CPA eligible:
- Licensed attorney
- Enrolled Agent
- Certifications:
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)
- Bachelor's degree in accounting, finance, or other business-related field
- Experience reviewing partnership and/or trust documents
- Experience managing projects including scheduling, budgeting, client correspondence, and billing
- Strong communication, interpersonal, and organizational skills
- Excellent research and writing skills
Preferred
- Advanced degree such as MST, MAcc, JD, or LLM
- Prior Big 4 or large CPA firm experience
- Knowledge of fund accounting and general ledger accounting
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93,660 to $213,200.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation:
Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at .
Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte.
At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits.
Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.
Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act.
Requisition code: 315944
Job ID 315944