Crosslink Tax Software Jobs in Usa

Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. If you are ready to find your space and create your future, you belong with us.

As a Tax Staff, you will:

As a Tax Staff at Cherry Bekaert, you will work on a wide variety of tax engagements under the supervision of different accounting professionals.

• Engage and serve clients from various industries
• Communicate with project in-charges and clients
• Develop tax knowledge while preparing basic and intermediate individual tax returns
• Prepare federal and multi-state corporate tax returns and basic partnership returns
• Research fundamental tax issues using online tools
• Prepare and organize workpapers for client files
• Perform other essential duties as needed

What you bring to the role:

• Bachelor's degree in accounting or related field. Masters preferred
• CPA certified or the eligibility to work toward obtaining a CPA license
• Cumulative GPA of 3.0/4.0 or above preferred, but not required
• Proficiency with computers and spreadsheet software programs
• Ability to travel to client sites as needed, including frequent same-day travel and occasional out-of-town travel
• Ability to work moderate overtime throughout the year with heavier overtime required during certain business cycles

What you can expect from us:

• Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
• The opportunity to innovate and do work that motivates and engages you
• A collaborative environment focused on enabling you to further your career growth and continuous professional development
• Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
• Flexibility to do impactful work and the time to enjoy your life outside of work
• Opportunities to connect and learn from professionals from different backgrounds and with different cultures

Benefits Information:

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

Pay Range: $66,000 - $76,000

About Cherry Bekaert

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. Further information regarding the firm's compliance with federal, state and local recruitment and hiring laws is available at role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.

Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association.

At Wipfli, our people are core to everything we dothe catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.

Responsibilities:

• Manage and coordinate tax compliance and advisory work for clients.
• Review Federal and Multi-State Partnership tax returns.
• Lead day-to-day client relationships, supporting partners with service execution and development of extended services.
• Consult on technical matters and special projects.
• Build relationships and communicate effectively with clients to provide superior service.
• Participate in business development efforts, working with partners and marketing professionals to target and build relationships with prospects.
• Manage, train, and develop staff, and participate in the performance review process.
• Respond to requests from clients and firm associates in a timely, accurate, positive, and professional manner.
• Prepare client communications pertaining to engagement planning and requests.
• Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders.
• Communicate with engagement leaders regarding open items or other important matters in a timely manner.
• Adhere to prescribed budgets and deadlines.
• Develop technical competency and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters.

Additional Responsibilities:

• Attain industry-specific expertise through CPE, firm/industry group events, webinars, etc.
• Review tax-related information, including tax provisions, depreciation schedules, property tax returns, etc.
• Lead multi-disciplined client service teams for account planning.
• Recognize potential issues and/or opportunities in engagements and discuss with engagement leader.
• Perform a limited number of tax return interviews as needed.
• Provide technical assistance to clients.

Qualifications:

• Bachelor's degree in accounting or an equivalent combination of education and experience.
• CPA certification, or progress towards obtaining, preferred in the respective state in which they are practicing.
• At least 3 years of job-related experience.
• Subject matter leader in similar accounting and/or tax services.
• Management and/or mentoring experience with other staff members.
• Experience making recommendations to management.
• Prior public accounting experience desired.

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at .

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $85,000 to $128,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.

Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.

Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.

\"Wipfli\" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Location : Boston, Los Angeles, New York, San Francisco

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

EY-Parthenon – Software Strategy Group – Commercial – Sr. Associate-Consultant

EY-Parthenon’s unique combination of transformative strategy, transactions and corporate finance delivers real-world value – solutions that work in practice, not just on paper. Benefiting from EY’s full spectrum of services, we’ve reimagined strategic consulting to work in a world of increasing complexity.

With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way – enabling you to shape your future with confidence.

The opportunity

Within EY-Parthenon's Strategy and Execution sub service line, our Software Strategy Group (SSG) team members conduct primary and secondary research, synthesize and analyze data, build and test hypotheses, and deliver strategic advice to our clients to help them make informed decisions. We have developed the models, industry contacts, benchmarks, and methods designed for the software economy. Additionally, SSG works with internal Managing Consultants who have been CTOs and CEOs in early and late-stage software companies. The combination of the Managing Consultant team, our Consultants and Senior Associates with deep software expertise provides a unique opportunity for you to learn from the best in the field.

Your key responsibilities

As a Senior Associate/Consultant with EY-Parthenon's Strategy and Execution Software Strategy Group, you will be responsible for leading work streams translating client needs into project tasks and deliverables. Senior Associates/Consultants manage day-to-day problem-solving and team analytical activities, and serve as key liaisons between consulting team members, Directors, Senior Directors, Partners, and our clients.

Skills and attributes for success

• Develop business strategies using tools such as market sizing, market participant interviews, decision maker survey panels, and discussions with target company management teams.

• Review transaction rationale and/or deal documents to identify critical business issues and risks relating to a proposed transaction.

• Manage and motivate workstreams and teams with diverse skills and backgrounds.

• Develop, manage, and mentor junior team members.

To qualify for the role, you must have

• Outstanding academic performance, with a bachelor's degree and at least 2 years of related work experience; or a graduate degree and approximately 18 months of related work experience.

• A minimum of 18 months of experience working with technology and software companies in a leadership role, either as a management consultant or as an employee, with knowledge of and experience in the software economy.

• Experience managing business strategy and commercial diligence projects in complex environments.

• Ability to make detailed assessments of industries, products, markets, competitors, and customers to identify risks and opportunities.

• Proficient in the English language, including the ability to listen, understand, read, and communicate effectively, both in writing and verbally, in a professional environment.

• Effective organization and time management skills with ability to work under pressure and adhere to project deadlines.

• The ability and willingness to travel and work in excess of standard hours when necessary.

Other Requirements

• Our SSG team members are in the office ~3 days a week.

Ideally, you’ll also have

• MBA with 1 year of related work experience or graduate degree with at least 2 years of related work experience, with a particular focus on client advisory or strategic planning within a professional services environment.

• Excellent problem solving, project management, facilitation and interpersonal skills.

• Ability to multitask and work efficiently in a fast-paced environment.

• Knowledge of how to leverage AI tools in a business setting, including Microsoft Copilot.

What we look for

We are looking for candidates who have a strong aptitude for quantitative and qualitative analysis and the ability to link business strategy to performance. Being a strong team player is critical with the ability to adapt to changing requirements or deadlines in support of our clients’ goals.

What we offer you

At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .

• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $130,000 to $185,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.

• Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.

• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

Are you ready to shape your future with confidence? Apply today.

EY accepts applications for this position on an on-going basis.

For those living in California, please click here for additional information.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at .

Investment Tax Manager - Provisions

Corporate Tax Department

Full Time

Boston, MA or New York, NY

This is an individual contributor role

The Opportunity

The Investment Manager - Provisions will partner closely with senior leadership to manage day-to-day operations across our investment tax portfolio, spanning provision, compliance, and deferred tax processes for life insurance investment assets including securities, bonds, partnerships, derivatives, and real estate. The Investment Tax Manager will have the opportunity to develop leadership capabilities and drive meaningful process improvements. The role requires strong tax technical skills combined with operational excellence and the ability to execute in a fast-paced, complex environment.

The Team

As an Investment Tax Manager - Provisions, you will be a member of the Investment Tax team within the Corporate Tax Department, part of our Controllers Organization. The Corporate Tax Department is comprised of high-performing, collaborative, and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability.

The Impact

• Drive day-to-day execution of tax provision (ASC 740), compliance, and deferred tax reconciliation processes across all investment asset classes, ensuring accuracy and timeliness of deliverables

• Provide technical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independently

• Identify and resolve data integrity issues within investment accounting systems; develop and execute proactive error detection processes to improve accuracy of tax results

• Coordinate workflow and priorities across technical tax staff covering fixed income, partnerships, derivatives, and real estate portfolios

• Support ad hoc investment transaction analysis and tax planning, coordinating with tax planning, legal, investment management, and external partners

• Partner with external auditors during tax provision and compliance reviews, addressing technical inquiries and supporting documentation requests

• Identify process improvement opportunities and lead initiatives to increase efficiency, reduce risk, and enhance controls

• Mentor and develop tax professionals, providing coaching and fostering professional growth across the team

• Represent the investment tax function in cross-functional meetings and build strong relationships across finance, investments, and operations

The Minimum Qualifications

• CPA certification

• Undergraduate degree in Accounting/Finance or related field

• 7+ years of tax experience from public accounting or financial services

• 5+ years of Income tax (ASC740) provision experience

​

The Ideal Qualifications

• 10+ years of tax experience with demonstrated career progression

• Big 4 tax advisory background with exposure to complex technical projects

• Insurance or asset management industry experience; familiarity with life insurance company taxation

• Working knowledge of investment taxation across multiple asset classes (fixed income, partnerships, derivatives, real estate)

• Strong understanding of corporate tax provision (ASC740) and tax compliance processes

• Hands-on experience with tax technology platforms, ERP systems, or system implementation projects

• Prior involvement in large-scale transformation initiatives or process improvement programs

• Experience managing, mentoring, or leading tax professionals (formal or informal)

• Strong analytical skills with ability to identify data issues and develop solutions

• Demonstrated ability to manage multiple priorities and deliver results under tight deadlines

• Project management experience or certification

• Track record of building effective stakeholder relationships across matrixed organizations

• Experience with deferred tax accounting and reconciliations

• Experience interfacing with external auditors and managing audit processes

• History of taking ownership and driving initiatives without extensive oversight

• Strategic mindset combined with willingness to roll up sleeves and execute tactically

• Strong communication skills with ability to explain complex tax concepts to non-tax audiences

• Review your work and that of others for quality, accuracy and relevance

​

What to Expect as Part of the Team

• Regular meetings with the Investment Tax Team

• Focused one-on-one meetings with your manager

• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups

• Access to learning content on Degreed and other informational platforms

• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-CR37

OUR IMPACT

Global Tax is a team of specialists charged with managing the firm’s worldwide taxes. Global Tax analyzes and supports the activities, operations, reporting obligations, and transactions of the firm’s business lines to ensure that tax consequences and reputational risks are evaluated appropriately. Our work contributes directly to the firm’s success, and Global Tax is ideal for creative and collaborative individuals who have strong ethics and attention to detail.

YOUR IMPACT

An opportunity has arisen in Global Tax for a tax professional to review externally prepared tax returns and global income tax provisions primarily related to investment funds within Goldman Sachs Asset Management. Goldman Sachs is one of the leading investors in alternatives globally, with over $500 billion in assets and more than 30 years of experience. The business invests in the full spectrum of regulated and alternatives including private equity, growth equity, private credit, real estate, infrastructure, hedge funds, mutual funds and ETF’s. This position will involve significant interaction with Controllers and Global Tax as well as outside service providers (law firms, accounting firms, fund administrators), and will require strong tax and tax accounting knowledge of funds.

If you are a self-starter who is excited by the prospect of working in a fast-paced environment, this role will appeal to you.

Primary responsibilities

• 
  
• Review Subchapter M and Excise tax provisions, yearend distributions, tax returns, and financial statement tax disclosures.
  
• Review RIC qualification requirements for the products in scope
  
• Oversight of tax return review process for publicly traded partnerships and multi-state tax returns for tiered partnerships
  
• Oversight of income tax provisions, including uncertain tax positions
  
• Working with external advisors and accounting firms
  
• Liaising with other tax colleagues within the firm, particularly in the US and EMEA
  

Required qualifications, experience and skills

• 
  
• Professionally qualified – CPA preferred
  
• Minimum 8 years post‑qualification tax experience at a leading firm
  
• Strong technical US tax knowledge
  
• Strong understanding of book to tax adjustments applicable to fund structures
  
• Liaise with internal controllers and third‑party service providers including tax accountants, external auditors and administrators
  
• Knowledge of fund level tax compliance as well as the impact and tax requirements of various fund tax structures
  
• Excellent communication skills with an ability to influence senior business stakeholders and make decisions
  
• Flexible and able to learn quickly
  
• Highly motivated team player able to work in a fast‑paced environment
  

• 
  
• Job Identification 166373
  
• Job Category Vice President
  
• Posting Date 03/17/2026, 09:15 PM
  
• Locations Dallas, Texas, United States
  

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally.

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices.

To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount).

Read more about the full suite of class‑leading benefits our firm has to offer.

Learn More

About Us

Contemporary Amperex Technology Kentucky LLC (CATK) is a U.S. subsidiary of Contemporary Amperex Technology Co., Limited (CATL), a global leader in the research, development and manufacturing of advanced electric vehicle and energy storage batteries. CATK plays a pivotal role in advancing electric mobility, strengthening energy resilience, fostering innovation, and building strategic partnerships to support market development across the United States.

Our Vision:

To become a globally leading innovative technology corporation, contribute meaningfully to sustainable energy solutions, and provide a platform that supports both the professional and personal growth of our employees.

Key Responsibility:

Tax Responsibilities

1. Tax Compliance and Advisory support: versea and manage tax compliance activities, including preparation for Federal tax, sales and use tax, and other tax filings. Ensuring compliance in business operations according to local tax, business and other requirements.
2. Coordinate with tax firm, Review, prepare and organize documentation required for tax filings to ensure compliance with US tax regulations.
3. Communicate with local tax authorities and help maintain positive working relationships.
4. Proactively track tax filing status, follow up on open items, and drive issues to closure, ensuring no missed deadlines or unresolved tax matters, including tax audit.
5. Tax Policy Research & Compliance Updates: Continuously monitor changes in relevant states and local tax laws and IRS federal tax regulations, assessing their impact on the company’s operations, react timely and properly (including but not limited to proper apply for and enjoy applicable tax incentive);
6. Responsible for tax obligation analysis, identifying state and local nexus issues, and managing tax risks (including but not limited to tax registration, tax filing and payment, etc.).
7. Tax Workpapers & Documentation Management: Establish and maintain a comprehensive tax document management system, including supporting documents, filing receipts, and tax payment records.
8. Establish and maintain a comprehensive tax document management system, including supporting documents, filing receipts, and tax payment records.
9. Other Business assistance from tax perspective: Assist in reviewing contracts from a tax perspective and respond to internal tax-related inquiries from cross-functional teams. Collaborate with team members to ensure timely and accurate competition of tax engagements.

Treasury

1. Responsible for the fund settlement of the Company and provide corresponding collection and payment services, timely and accurately handle all kinds of payment, collection, transfer and other fund businesses to ensure the normal operation of the Company,
2. Responsible for bank account management (not limited to account opening, and change), Regularly check the usage of bank accounts, ensure account security, and systematically manage bank accounts and monitor account balances;
3. Responsible for bank reconciliation, find abnormal transactions in time, and improve capital security;
4. Assist the financial department to do a good job in statistics, involvement and report making, and cooperate with the improvement of the fund management system to improve financial efficiency.

Minimum Qualifications

1. Bachelor’s degree in Taxation, Finance, Accounting, or a related field, or equivalent practical experience.
2. Minimum of 10 years of experience in tax or accounting department. Experience working with third-party tax advisors and accounting firms.

Preferred Qualifications

1. 15 years of experience in tax or accounting department. Experience working with third-party tax advisors and accounting firms.
2. Familiar with relevant laws and regulations, have a systematic knowledge of Finance or Tax. CPA/EA/ACCA/Tax Certification preferred.
3. Excellent learning ability, logical thinking, and teamwork skills. Familiarity with SAP system is preferred.
4. Excellent English is must, and Chinese will be prefered.
5. Finance related experience in South Korea, Japan, China Taiwan would be prefered.

Work Environment & Physical Requirements

1. Regular, predictable on-site attendance is an essential function of this role.
2. Ability to move throughout offices, manufacturing facilities, and construction areas, including walking, standing, bending, kneeling, and climbing stairs or ladders.
3. Ability to lift and carry materials weighing up to 25–50 pounds, with occasional heavier lifting as required, with or without reasonable accommodation.
4. Ability to work in varied environments, including offices, industrial, and construction settings.
5. Willingness to travel to other job sites as business needs require.
6. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position, in accordance with applicable law.

Compensation & Benefits

1. Competitive salary commensurate with experience and qualifications.
2. Comprehensive benefits package, including medical, dental, and vision coverage.
3. 401(k) retirement plan with company match.
4. Paid time off and company holidays.
5. Professional development and growth opportunities.

Equal Employment Opportunity

CATK is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, or any other legally protected characteristic.

Employment Disclaimer

This job description is not intended to be an exhaustive list of duties, responsibilities, or qualifications. CATK reserves the right to modify, revise, or add job responsibilities as business needs evolve. Employment with CATK is at-will, meaning either the employee or the Company may terminate the employment relationship at any time, with or without cause or notice, in accordance with applicable law.

Export Control & Data Security Compliance

This position may involve access to sensitive systems or information subject to U.S. export control and data security regulations. Employment is contingent upon the employee’s ability to comply with applicable laws and company policies related to data protection and controlled information access.

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.

Location: Anywhere in country.

At EY, we're all in to shape your future with confidence.

We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.

The opportunity

EY's FSO EDGE Real Estate, Hospitality and Construction (RHC) practice provides comprehensive and specialized tax assistance tailored to the unique needs of our clients. You will work alongside our practice office professionals who are knowledgeable and experienced in a wide range of tax areas, processes, and compliance.

Your key responsibilities

A Services Manager in FSO EDGE RHC will be responsible for delivering and managing tax compliance and consulting work for clients. The objective is to recognize and identify problem areas and items that need to be addressed or escalated to ensure partnership taxation, REITs taxation and qualification, partnership allocations, and tax compliance are timely and accurately completed. You will work alongside practice office professional serving clients, based on their time demands, as one team.

Responsibilities include

• Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
• Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
• Ability to lead projects and work independently, with guidance in only the most complex situations
• Incumbent has specialized depth and/or breadth of expertise
• Support effective long-term client relationships by demonstrating your knowledge of the real estate, hospitality, and construction industry. communications with client tax liaisons, client administration teams, and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
• Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
• Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
• Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
• Provide effective leadership, formal and informal feedback, and coaching to team members

Skills and attributes for success

• Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
• Experience presenting in client conversations regarding complex or difficult topics
• Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
• Ability to manage multiple work assignments, team members and deadlines simultaneously

To qualify for the role you must have

• Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
• Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry
• Broad exposure to real estate tax technical and transaction skills, including partnership taxation, REITs taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring
• Experience managing budgets, people, and projects
• Excellent teaming, leadership, organizational, and verbal/written communication skills
• Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney

What we look for

We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.

We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year.

Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis.

Overview

BBVA ( ) is a customer-centric global financial services group founded in 1857 with an important investment, transactional, and capital markets banking business in the U.S. The BBVA Group maintains a strong leadership position in the Spanish market, the largest financial institution in Mexico, and leading franchises in South America. It is also the leading shareholder in Turkey's Garanti BBVA.

BBVA's Corporate & Investment Banking (CIB) business in the U.S. includes a New York-based broker-dealer and a U.S. branch of our parent company, BBVA, S.A. (Spain), through which we conduct Global Markets, Global Transactional Banking, and Investment Banking & Finance activities for U.S. and international corporate clients and institutional investors.

As Tax Counsel – Executive Director (Tax Attorney) for the CIB business, you will be responsible for overseeing all U.S. tax-related activities and strategies, working in close coordination with colleagues based in New York, Madrid, and across BBVA's global footprint.

The successful candidate will perform tax research, review financial transactions, respond to tax-related inquiries from the business and corporate units, present updates to senior management, and provide tax counsel, working together with other colleagues at the tax department and various internal and external stakeholders, to ensure compliance with U.S. tax law, adequate risk control, and effective tax planning.

Primary duties

• Answer tax related questions and provide day-to-day tax advisory support to CIB business units, both in the New York office and globally (including teams in Europe, Asia, and Latin America).
• Review and negotiate tax provisions in credit facilities, ISDA Master Agreements (including 871(m) implications), CSAs, GMSLAs, GMRAs, and other relevant banking documentation.
• Evaluate the tax implications of CIB products and business initiatives, particularly in the Global Markets and Broker Dealer fields, including but not limited to: fixed income products (bonds, notes, repos), equity , derivatives (options, futures, swaps), structured products, securitization and cross-border financial instruments, to ensure compliance with U.S. federal, state, and local tax laws and regulations.
• Help in managing all aspects of the Withholding and Investment Tax Reporting process, including supporting the preparation process for Forms 1099 and 1042-S payee statements, as well as Form 1042 Annual Withholding Tax Return for U.S. Source Income of Foreign Persons, assist with FATCA compliance, respond to requests regarding Forms W-9 and W-8 as applicable, etc.
• Assistance in trade finance / supply chain finance and other global transactional business initiatives
• Participate in internal and external working groups on tax matters impacting BBVA's CIB operations and represent BBVA in industry advocacy groups related to CIB tax issues.

Additional responsibilities

• Monitor changes in tax laws, regulations, rulings, and procedures to assess their impact and identify opportunities for the business.
• Coordinate with external tax counsel, accounting firms, and internal stakeholders to ensure effective tax planning, compliance, and risk control.
• Support in IRS audits and other regulatory inquiries.
• Contribute to the development and implementation of internal controls and processes to ensure accurate and timely tax reporting and effective risk mitigation.
• Assist in developing, updating and maintaining Policies & Procedures manuals for the CIB business and ensure adherence to established protocols.
• Assist in the preparation or review of tax filings related to the CIB business and maintain appropriate regulatory tax reporting policies and procedures.

Qualifications

• A JD from a top-tier law school.
• 8-10 years of relevant tax experience at a leading law firm or as in-house counsel at a financial institution / broker-dealer
• Strong expertise in U.S. federal and state tax laws, with demonstrated experience in international tax, financial instruments, trading and derivatives taxation rules.
• Solid understanding of standard CIB agreements, with experience drafting and negotiating tax provisions in financial contracts.
• Experience with advising on or implementing US tax information reporting and withholding obligations

Desired skills

• Excellent analytical and problem-solving capabilities, with a demonstrated ability to interpret complex tax regulations.
• Strong communication and interpersonal skills to effectively convey tax concepts to non-tax professionals.
• Self-motivated and able to work independently while maintaining sound judgment and knowing when to escalate issues.
• Collaborative team player with high integrity and a strong work ethic.
• Demonstrated ability to follow through on commitments in a timely and effective manner.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

With respect to this position in our New York Office, the expected base salary ranges from $200,000 to $225,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.

*Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

SENIOR TAX ATTORNEY

Individual Tax Planning and Advisory

Talley Law Group | Orange, CA | Hybrid

Full-Time | $180,000 to $200,000 Base + Bonus Eligible

About the Firm

Talley Law Group (TLG) and its affiliated entity Talley LLP (Talley) deliver integrated tax, legal, accounting and consulting services to entrepreneurially driven businesses and high-net-worth individuals. Our professionals act as each client's most trusted advisor by providing strategic and technically sophisticated solutions across complex financial, tax, and legal matters, along with the legal documentation necessary to substantiate them.

Position Summary

Talley Law Group is seeking a Senior Tax Attorney to lead and grow our individual tax practice. This is a client-facing, advisory-driven role for an attorney who thrives on building relationships, solving complex individual tax challenges, and bringing in new clients within the high-net-worth space. Client advisory and practice growth are the primary focus, supported by meaningful tax research across individual and related matters.

The ideal candidate combines deep technical skill with the energy and credibility to help build something. You will manage a client portfolio from day one, serve as a go-to resource for colleagues, and play an active role in expanding the practice.

What You Will Do

• Advise high-net-worth individuals and families on sophisticated income tax planning, compensation structuring, and wealth preservation strategies.
• Serve as the lead attorney on individual client relationships, delivering proactive, year-round service.
• Build your book of business by developing referral relationships, attending industry events, and engaging prospective clients.
• Conduct substantive tax research to support your own client matters and colleagues across the firm.
• Prepare technical memoranda and planning recommendations grounded in current statutory, regulatory, and administrative guidance.
• Collaborate across practice areas on matters involving individual, partnership, and trust and estate issues.
• Monitor federal and California tax legislative developments and communicate relevant changes to clients and colleagues.
• Support tax controversy matters for individual clients, including audit responses and IRS notice resolution.
• International individual tax experience is a plus but is not required.
• Estate planning experience is a plus but is not required.

Essential Functions

Individual Tax Advisory

• Advise clients on income tax planning, investment structures, compensation arrangements, and entity strategies for high-net-worth individuals.
• Serve as the lead attorney for assigned client relationships, ensuring proactive, value-added service throughout the year.
• Identify planning opportunities through return review and ongoing client dialogue.
• Collaborate with CPAs and other advisors to deliver coordinated, comprehensive client solutions.
• Lead and participate in client meetings with confidence and technical authority.

Client Growth and Relationship Development

• Identify and pursue new individual tax clients through networking, referrals, and community involvement.
• Build and maintain relationships with CPAs, financial advisors, family offices, and other referral sources across Southern California.
• Represent Talley Law Group at professional events, seminars, and industry functions.
• Contribute to proposals and new client onboarding within the individual tax practice.
• Set and track personal client growth goals as part of your Balanced Scorecard (BSC).

Tax Research

• Conduct well-reasoned tax research on individual, partnership, and cross-border matters in support of client work and internal teams.
• Prepare clear, authoritative technical memoranda summarizing research findings and planning recommendations.
• Work with AI-assisted research platforms (e.g., Bloomberg, Checkpoint, Blue J), applying sound professional judgment to evaluate results.
• Stay ahead of emerging issues and legislative changes affecting individual taxpayers.

Collaboration and Firm Support

• Serve as a go-to resource for colleagues on individual tax questions, particularly for high-net-worth client matters.
• Partner with estate planning, business tax, and compliance teams on integrated client engagements.
• Contribute to internal training sessions, knowledge-sharing, and firm improvement initiatives.

Mentorship and Professional Development

• Develop and maintain a personalized Balanced Scorecard (BSC) that outlines your strategic steps toward personal and professional growth in alignment with firm goals.
• Provide guidance and on-the-job training to junior attorneys and support staff.
• Participate actively in firm initiatives and team activities.
• Maintain required CPE and CLE.

What Success Looks Like

We want this person to hit the ground running and grow with the firm. Here is a general sense of what we hope to see:

First 45 Days: Get oriented. Learn our systems, meet your colleagues, and develop a clear picture of your client portfolio and BSC goals.

First 90 Days: Begin leading client conversations, manage assigned matters with growing independence, and identify your first relationship-building opportunities.

First 6 Months: Complete onboarding, manage matters on budget, show early progress on client growth activities, and demonstrate active progress on your BSC.

First Year: Own your client relationships, contribute to new client opportunities, and establish yourself as a trusted resource both internally and in the market. Implement your first-year BSC and build out your second-year plan.

What We Are Looking For

• 5 to 7 years of experience in individual tax planning at a law firm, CPA firm, or integrated advisory practice.
• Strong command of high-net-worth individual income tax planning, including compensation, investment, and entity considerations.
• Solid tax research skills and the ability to produce clear, well-reasoned written analysis.
• Comfort with AI-assisted legal and tax research tools.
• A track record of, or genuine interest in, developing client relationships and growing a practice.
• An entrepreneurial mindset and the drive to build, not just maintain.
• Outstanding written and verbal communication skills, including the ability to explain complex tax issues to non-attorney clients.
• JD required; LLM in Taxation preferred. Active California Bar membership required.
• International individual tax experience is a plus but is not required.
• Estate planning experience is a plus but is not required.

Compensation and Schedule

Base salary of $180,000 to $200,000 depending on experience, plus bonus eligibility. This is a hybrid role with one required in-office day per week (Wednesdays). Minimal travel expected.

Talley Law Group is an equal opportunity employer.