Capincrouse Llp Jobs

CapinCrouse is a national full-service CPA firm devoted to serving mission-focused not-for-profit organizations. Our mission is to be empowered professionals providing innovative service to organizations whose outcomes are measured in lives changed. We have offices across the country, from Los Angeles to New York, and have served the nonprofit community with assurance, tax advisory and compliance, and management advisory services for nearly 45 years. he caliber of our clients and our high standards for how we serve them requires that we be highly selective in our recruiting process. We look for the best and then invest the time, technology, and resources that result in long-term success for both the firm and our people. We ask our team members to provide a high level of service to CapinCrouse's clients and be a driver of firm growth, profitability and success. Essential duties and responsibilities of this position include but are not limited to the following. Other duties may be assigned. Client Relations: Manage and build trusting client relationships; maintaining a proactive, professional relationship with clients for assigned engagements. Understand clients' business challenges and goals. Be a productive audit team member, handling complex audit engagements so that clients receive excellent, timely service. Act respectfully and consistent with client values. People Management: Manage engagements and special assignments with the additional complexity of supervising a number of engagements simultaneously. This includes oversight of the audit team and assignments, engagement communication, development of audit documents, review of work papers, and preparation of client deliverable documents. Develop Associates, Seniors, and Supervisors professionally through on-the-job coaching and intentional training. Manage the performance appraisal process for staff members. Professional Development: Show dedication and innovation through active participation in Firm initiatives. Continue professional development efforts through an intentional growth plan, with special focus on not-for-profit organizations and corresponding accounting issues and trends. Begin efforts to bring new business to the firm and be involved in community activities for the purposes of business development and cross-selling the firm's services. Display integrity and professional behavior consistent with CapinCrouse's focus, vision, mission and core values Education and/or Experience: Bachelor's degree in accounting or a related finance degree 6+ years of related audit or applicable business experience (Experience in public accounting is preferred.) CPA certification Language Skills: The individual must have the ability to read and interpret industry-specific documents, write routine reports and speak effectively to clients and employees of the firm. Other Skills and Abilities: Reputation of integrity, even in conflictive situations Above average ability to learn and use computer software (e.g., Microsoft Excel) Ability to develop open and trusting relationships Ability to work in a team, whether as a member or leader Ability to motivate him/herself to grow professionally and serve with excellence Ability to assume responsibility for and complete agreed upon assignments Excellent interpersonal, oral and written communications skills Exceptional organizational and time management skills; exhibiting the ability to manage a heavy workload without sacrificing quality of work or relationships Willingness to travel when necessary Passion to serve others, especially nonprofit organizations Desire to work as a professional in a CPA firm with CapinCrouse's core values, vision, and mission Work Environment The employee in this position typically works in an office environment but may occasionally be required to perform job duties outside of the standard office setting. The work environment characteristics described below are representative of those an employee would typically encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other Skills and Abilities: Walking (low) Climbing (low) Bending (low) Twisting (low) Typing/using hands (moderate/high) Sitting (moderate/high) We Offer An extremely competitive compensation package with all the benefits you would expect from a national leader The ability to work with very knowledgeable professionals and the opportunity to work with clients who are making a real difference in our community, our country, and our world State-of-the-art technology to give you the professional tools necessary to be your best Firm-sponsored professional memberships While this reflects management's current assignment of essential functions, it does not proscribe or restrict the tasks that may be assigned to the individual in this position. The firm reserves the right to revise and amend this job description at any time, with or without notice. Qualifications Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of this position. Additional Information All your information will be kept confidential according to EEO guidelines.

The Manager, Data Risk & Security (DRS) will be responsible for supervising a team of RAS professionals in the review, documentation, evaluation and testing of general controls in a wide range of technology environments to analyze system security and access controls, backup recovery procedures and IS organization and administration practices. Additionally, the role will be charged with managing all aspects of an IT internal audit, IT SOX or consulting engagement to include planning, field work, engagement wrap up and report composition, along with providing recommendations regarding client risks. The Manager, Data Risk & Security will also be responsible for providing suggestions to improve the IT internal controls and procedures of assigned clients. Job Duties: Documents and tests application and automated controls on a wide range of software application packages Prepares audit reports and recommendations associated with audit work performed Identifies opportunities to utilize automation and AI and manages the implementation of those techniques, as appropriate Participates in the review of IT internal controls based on Sarbanes-Oxley Act requirements Communicates to the client areas to strengthen controls, mitigate risks and/or increase efficiency Identifies key technology and data risks and assesses their impact and likeliness of occurrence Establishes engagement budget, makes pricing scope changes and prepares billings Utilizes research tools, databases and trade publications to develop understanding of client's industry Manages SAP controls Prepares formal and informal presentations for client meetings Participates in marketing and business development activities within practice Completes research and draft proposals and reports Recognizes technical concerns or issues and communicates those concerns with internal and client management Plans and executes the audit work on assigned engagements Recognizes and validates relevant technical issues and brings them to the attention of client management Reviews the work product of staff Ensures technology is appropriately integrated into the audit process Acts as primary client contact for all questions and issues Communicates suggested improvements to processes, controls and risk management capabilities to client management and audit committees Analyzes the client's processes, risk and controls Develops and maintains relationships with client personnel and management Documents controls, tests performed and results Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload of DRS Senior Associates and Associates on assigned engagements and reviews work product Ensures DRS Senior Associates and Associates are trained on all relevant software Evaluates the performance of DRS Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development Delivers periodic performance feedback and completes performance evaluations for DRS Senior Associates and Associates Acts as mentor to DRS Senior Associates and Associates, as appropriate May act as a Career Advisor to Associates or Senior Associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree in Accounting, Finance, Management Information Systems, or Business Intelligence, required MBA or other relevant advanced degree, preferred Experience: Six (6) or more years of experience within a public accounting firm or Fortune 1000 company performing IT Sarbanes-Oxley, IT internal audit, consulting or risk services as a Technology Subject Matter Expert, required Two (2) or more years of supervisory experience, required Prior experience performing systems audits and audits of application controls, required Prior experience with IT internal controls including flowcharts, documentation and testing of controls, required Prior experience conducting IT audit planning, developing audit programs, performing testing and preparing work papers, required Prior experience performing audits within a public accounting environment, preferred License/Certifications: Certificate of Internal Auditor (“CIA”), Certified Information System Auditor (“CISA”), Certified Information Systems Security Professional (CISSP), or equivalent certifications, required Software: Experience in the use of various assurance applications and research tools as is appropriate for this level, required Exposure to industry software such as PeopleSoft, SAP, Oracle or other ERP application software packages, highly preferred Experience with R and/or Python programming language, and other AI or automation tools, preferred Language: N/A Other Knowledge, Skills & Abilities: Solid understanding planning and coordinating the stages to perform an audit Knowledge of internal accounting controls and professional standards and regulations Strong verbal and written communication skills, specifically business / report writing Ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm Ability to successfully multi-task while working independently and within a group environment Superior analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions Capable of working in a demanding, deadline driven environment with a focus on details and accuracy Solid grasp of general IT control concepts Excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting Executive presence to act as primary contact for clients while preparing and presenting to clients and potential clients Capable of resolving complex business issues Build and maintain strong relationships with internal and client personnel Travel as needed #J-18808-Ljbffr

The Tax Manager, Private Client & Family Office Services manages the full-life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product review and overall portfolio financial performance. In addition, the PCS-FOS Manager is responsible for client relationship management, including regularly meeting with the client and assigned staff, reporting financial information and making financial management recommendations, timely billing and resolution of client issues. In this role, Tax Manager, Private Client & Family Office Services is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy. In addition, the Private Client & Family Office Manager will be involved in the marketing, networking and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients. Job Duties: Client Service Delivery: * Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function: * Performs complete general ledger reconciliation including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger * Creates accounting records such as bill payments, client invoices, payroll, and others * Identifies and records adjustments * Produces accurate financial statements, and provides financial analysis * Understands the technology packages clients are using to support their accounting/finance functions: * Describes the major functions each system performs, and knows how the system performs those functions * Explains the purpose and value of system functions that a client may not be using * Identifies when a client is not using a technology package in a proper or efficient manner * Learns new technology quickly, understands the essence of technologies, how they can be used, how they interact with other technologies and business functions, what the best methods/benefits are for using them, and applies these technologies to an engagement * Facilitates effective discovery meetings with clients: * Uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure * Designs integrated solutions that respond to the specific situation: * Knows BDO well enough internally to identify when services outside of PCS-FOS should be included and describes what these services achieve and how they operate * Outlines the solution in a concise document and vets it internally with their leaders and other BDO stakeholders * Accurately determines the cost of building a client solution: * Can calculate the benefit to a client in dollar terms of the solution, using the pricing process * Compares the differences between the perspectives, and if there is sufficient margin in between (given our confidence in our calculations) to have a profitable engagement, proposes a fixed fee based on current scope for review by leadership * Works with Senior Managers to learn to formulate recommendations to client leadership on technical accounting issues, financial accounting policies and procedures and financial management issues: * Educates clients on how their finance and accounting needs will change as their business evolves * Assists clients identify areas of opportunity and future business needs * Periodically reviews solutions with their clients to determine if it is still the right solution for the current state of the business and recommends appropriate changes * Learns to manage conflict; proactively engages senior leadership when conflict arises * Learns to support the client through business changes and helps to develop and execute the change management plan * Handles full-life cycle of all assigned engagements by providing technical management for all areas within the accounting function * Gathers information necessary from the client to execute on engagements: * Maintains a running list of information that is needed, and follows up to gather information that is missing * Organizes information so it is easily accessible for the team and the client as applicable * Creates, develops and maintains strong business relationships with clients, both internal and external * Understands tax planning considerations/concepts for various business entities: * Comprehends the information presented on different tax return forms, analyzes this information to draw conclusions and have an intelligent conversation with clients - helping clients navigate business decisions and their potential financial and tax implications * Appropriately refers tax related matters to Core Tax and Specialty Tax Services Business Development: * Learning business development strategies and service offerings targeted for various industries * Ensures prospect and sales information is entered into CRM as appropriate * Ability to recommend and design solutions for clients * Learns to evaluate clients for acceptance (e.g. general risk matters, regulations that affect our work, international business, background checks, etc.), and develops statements of work based on solutions they have proposed, with support from leadership * Develops exposure to industry teams and business development resources * Develops an awareness of the impact that different industries and service offerings have on the technical work and final deliverable; participates in industry trade groups and networking events * Listens for and identifies new opportunities with existing clients, and communicates those potential opportunities to leadership * Begins to articulate the Advisory service offerings, as well as the broader firm, to a client, prospect, or contact * Understands and articulates PCS-FOS's value proposition and understands the target market/client profile Developing Others: * Fosters a culture that embraces change and accountability * Identifies staff needs to develop analytics and forecasting skills at a level where they are capable of interpreting financial results, recognizing trends and gaining insights into business performance improvements * Ensures PCS-FOS Senior Associates and Associates are trained on all relevant software, processes and resources * Acts as a Career Advisor to PCS-FOS Senior Associates and Associates, as appropriate * Evaluates the performance of PCS-FOS Senior Associates and Associates and assists in developing goals and objectives to enhance professional development that aligns with the firm's and PCS's and FOS's objectives * Participates in recruiting efforts for Associates and Senior Associates and assists with the new employee on-boarding process * Serves as a resource for Associates and Senior Associates, while developing an in-depth knowledge and understanding of finance and accounting functions, technology for supporting these functions and how tax planning can differ by industry and business structure * Knows what is required from a compliance perspective and develops an understanding of what is considered a standard or best practice for the industry or business structure Project Management: * Creates a work plan following best practices of project management (breaking down projects into phases and tasks, estimating time/budget, setting milestones, managing dependencies, and measuring and reviewing progress) * Bills engagements in a timely and effective manner, appropriate to the client's situation and the state of the work; contributes to economic management matters such as forecasting and monitoring/managing to key metrics * Learns to scope a new project and construct a fee estimate/budget that considers all appropriate details, including, but not limited to: architecting, designing and planning/estimating a tailored client solution * Identifies resource requirements and develops transition plans and estimates appropriate margins for the client engagement and the overall picture of the client relationship * Oversees client satisfaction with quality of work products, assigned staff, and engagement performance * Ensures clients are billed timely in accordance with the SOW and follows PCS-FOS billing and collections best practices; works with team to resolve any client billing issues Tax Related Duties: * Research * Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis * Applies most Firm and professional standards for preparation and tax returns * Involves firm specialists, as appropriate * Strategy Development * Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits. * Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods Other Duties: * Travels up to 20% of the time * Other duties as required Supervisory Responsibilities: * Supervises associates and senior associates on all projects * Reviews work prepared by associates and senior associates and provide review comments * Trains Associates and Seniors how to use all current software tools * Acts as a Career Advisor to associates and senior associates * Schedules and manages workload of associates and senior associates * Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: * One of the following is required: * Bachelor's degree, focus in Accounting or Finance, preferred AND six (6) or more years of experience performing general accounting transactions and functions, required; OR * Seven (7) or more years performing general accounting transactions and functions with some supervisory and consultative or business advisory experience without a degree, required * MBA or other relevant advanced degree (Masters in Accountancy), preferred Experience: * Two (2) or more years of supervisory experience, preferred * Experience working with outsourced and/or delivery center operations, preferred * Consultative or business advisory experience, preferred License/Certifications: * CPA certification, preferred Software: * Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required * Experience utilizing industry standard accounting software and BDODrive platform software such as Intuit's QuickBooks Online (QBO), Microsoft NAV and Bill.com, preferred * Prior experience utilizing industry recognized accounting research tools, preferred * SEI Archway and Qvinchi, preferred Language: * N/A Other Knowledge, Skills & Abilities: * Excellent verbal and written communication skills * Understands the finance and accounting functions generally performed by a business (e.g. sales, purchasing, A/R, etc.) and common best practices/processes for how they operate, as well as how they interact * Understands other business imperatives/functions (e.g. data security, internal controls, etc.) and how they can affect the finance and accounting functions; uses this knowledge to analyze the current structure of a client and identify what services or processes may be inefficient or missing and where we can add value * Ability to present well in one-on-one and small group settings * Ability to present well to all levels of management, internally and with clients; projects confidence and expertise; communicates in a clear and concise manner that emphasizes key points; persuades others to their points of view; self-aware - knows when an approach is not working and can change course immediately * Takes personal accountability for work products and accepts constructive feedback to guide future actions * Strong analytical and basic research skills * GAAP and TAX knowledge, financial statement presentation, and report writing * Solid organizational skills especially the ability to meet project deadlines with a focus on details * Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously, while focusing on quality, customer satisfaction and service delivery * Ability to successfully manage multiple tasks while working independently or within a group environment * Ability to act as the primary contact on assigned engagements and effectively manage a team of professionals including delegating work assignments as needed * Ability to effectively manage a team of professionals and contribute to the professional development of assigned personnel, while delegating work assignments as needed * Interacts effectively with people at all organizational levels of the firm as well as the capability to build and maintain strong relationships with internal and client personnel * Ability to travel up to 25% of the time Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $90,000 - $125,000 Colorado Range: $95,000 - $125,000 Maryland Range: $100,000 - $110,000 NYC/Long Island/Westchester Range: $90,000 - $125,000 Washington D.C.: $110,500 - $125,000

BDO is a place for energetic self-starters who can think and act like entrepreneurs. As an Intern in our Assurance practice, you will begin to utilize your educational background as well as your organizational skills as you serve the firm's dynamic client base. You will assist in problem solving and fact-finding, working side-by-side with more experienced team members who can provide you with direction, coaching and learning opportunities. This opportunity will allow you to gain a unique hands-on perspective on our firm's practices and people, as well as beginning to forge the critical relationships that will help maximize your chance for success in your career. Job Duties: Typical responsibilities will include: * Participates in a structured on-the-job training program and become familiar with Generally Accepted Accounting Principles and Generally Accepted Auditing Standards * Becomes familiar with BDO specific audit methodology to assist with various stages of the audit process * Provides various support functions to the audit staff during engagement * Communicates with the clients' customers, creditors, banks and related parties concerning audit issues * Prepares and documents work in working papers utilizing BDO specific tools and templates * Contributes ideas/opinions to the audit teams and listen/respond to other team members' views * Completes one assigned accounting or audit related research project and able to present findings to a panel of Assurance professionals * Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: * Enrolled in a Bachelors or Masters program in Accounting, required * Pursuing a masters degree in Accounting, preferred Experience: * Leadership experience, preferred License/Certifications: * Actively pursuing school credits to become a CPA Software: * Proficient in Microsoft Office Suite, specifically Word, Excel and PowerPoint, required Other Preferred Knowledge, Skills & Abilities: * Strong written and verbal communication skills * Ability to follow instructions as directed * Ability to work effectively in a team setting * Positive attitude and willingness to learn Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $31.00/hr - $39.00/hr Colorado Range: $22.00/hr - $30.00/hr NYC/Long Island/Westchester Range: $32.00/hr - $36.00/hr Washington Range: $31.00/hr - $36.00/h

The Solution Sales Director - NetSuite at BDO Digital is a pivotal member of the sales team, responsible for aligning with customers, partners, and internal solution practices. This role involves cultivating robust relationships both internally and externally, ensuring seamless collaboration with key technology partners, and overseeing the entire sales and revenue processes. The ideal candidate will lead strategic initiatives and manage effective communication across all stakeholders, driving business growth and sales excellence. Job Duties: Drives the NetSuite solution area selling needed to meet and exceed the annual targets assigned by BDO Digital's leadership team Engages clients in envisioning conversations to drive NetSuite opportunities Extends a proficient level of expertise related to all technology and advisory solutions within the NetSuite practice Conducts business discussions to understand the current and future needs of the customer Manages and/or supports sales cycle associated with client opportunities Collaborates across BDO Digital's technology practices, specialists, and other business development executives within sales cycles Effectively co-sells alongside NetSuite's account teams to originate and accelerate opportunities Leverages relevant partner programs to support opportunities where applicable Forges and sustains a strong partnership with NetSuite understanding their strategies, product offerings, and key objectives Drives the acquisition of new business from our partners by leveraging BDO's value proposition to mutual customer needs Acts as conduit for communication between our partners and our internal account owners ensuring timely updates Collaborates with the partner operations team to understand key priorities and metrics that our partners value Provides accurate and timely sales pipeline hygiene Other duties as required Qualifications, Knowledge, Skills, and Abilities: Education: High School Diploma or GED, required; AND seven (7) or more years of B2B technology sales solutions experience, with proven track record of selling to C Suite decision makers, required; OR Bachelor's degree, required; AND five (5) or more years of B2B technology sales solutions experience, with proven track record of selling to C Suite decision makers, required Experience: Experience in a similar role or strategic sales or partnership roles, required Three (3) or more years of NetSuite selling experience, required Demonstrated experience solving customer challenges through solution selling, required Experience with client relationships at multiple levels orchestrating through complex, multi-stakeholder buying processes, required Financial systems, accounting and process experience, preferred Experience in partner programs, preferred Software: Proficient in the use of Microsoft Office Suite, required Other Knowledge, Skills, & Abilities: Excellent understanding of NetSuite products and services Ability to collaborate and build relationships at all levels of an organization High degree of initiative, strategic thinking, and problem-solving abilities A strong growth mentality to drive ongoing NetSuite field recurring meetings Ability to adapt BDO messaging to NetSuite professionals while driving the BDO value proposition Knowledge in the development, management and execution of sales and business development planning, lead generation, pipeline management, account planning, sales strategy, and development Understanding of aligned goals & metrics and ability to strive to achieve them Ability to thoughtfully and positively manage change Strong business acumen with an ability to understand and communicate BDO's business, marketplace, and value proposition Ability to work in a deadline-driven environment and handle multiple projects simultaneously Excellent verbal and written communication and presentation skills Ability to travel to participate in events or sales calls or attend regional or national meetings, as necessary Keywords: Solution Specialist, NetSuite, Partner Manager, Channel Manager, Account Executive, Business Development, Account Management, Account Manager, B2B, B to B, Client Relations, Solution Selling, IT Services, Cross-selling, Software, Service Delivery, Information Technology, Cloud, ERP, AI, Oracle #J-18808-Ljbffr

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Experienced Senior, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Job Duties: * Participates in tax and consulting engagements and enhances skills identifying and addressing client needs, tax planning, and consulting opportunities * Works directly with clients and their advisors to gather information needed to prepare tax returns * Develops understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, both Federal and State jurisdictions, while demonstrating the ability to follow instructions and actively seek feedback * Reviews basic individual and trust tax returns and provides written and verbal feedback to staff and interns * Analyzes tax notices received from government agencies and prepares initial drafts of response * Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership * Works in a fast-paced, deadline-driven environment both independently and within a team dynamic * Prioritizes and completes tasks * Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training * Builds new relationships with other professionals both inside and outside the firm Supervisory Responsibilities: * May supervise and manage the day-to-day work assignments of PCS Associates * Provides verbal and written performance feedback to PCS Associates, as necessary * Acts as mentor to PCS Associates Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area and CPA certification, required * Master's degree in Accountancy or Taxation, preferred Experience: * Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required * Experienced in private client services, preferred * Prior basic supervisory experience, preferred License/Certifications: * CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations), preferred * Possession of other professional degrees or certifications applicable to role preferred Software: * Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required * Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred * Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Languages: * N/A Other Knowledge, Skills & Abilities: * Initiative * Works hard, putting in extra effort when necessary to complete their assignments within given deadlines; self-starting; doesn't need to be explicitly told to put in this effort; when set, meets weekly/engagement hours expectations * Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps * Communication * Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative * Internally, communicates the status of their work to their team; promptly responds to requests * Leadership * Leads by example, acting as a model for the firm's core values * Takes on challenges; sees tasks through completion, even if there are obstacles * Business Development * Participates in business development and networking activities * Seizes opportunities for new professional contacts when presented * People Development * Ability to interact effectively with people at all organizational levels of the firm * Assists in supervision, development, and training of employees Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $96,000 - $125,000 Colorado Range: $80,000 - $100,000 Illinois Range: $90,000 - $108,000 Maryland Range: $95,000 - $110,000 Minnesota Range: $80,000 - $95,000 NYC/Long Island/Westchester Range: $100,000 - $120,000 Washington Range: $83,000 - $115,000 Washington DC Range: $100,000 - $115,000

An STS Tax Experienced Manager, State and Local Tax is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the STS SALT Experienced Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. In addition, the STS SALT Experienced Manager will work with the Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to their clients. Job Duties: Research Identifies complex situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted Analyzes researched facts and the sources utilized prior to composing a detailed report of the research findings Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel Tax Compliance Conducts detailed reviews of tax returns with the ability to identify most significant state tax issues Composes responses to notices from state taxing authorities Provides assistance with exam support Tax Consulting Drafts tax memorandums, tax opinions and other documentation on various tax issues Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate Determines tax planning process Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements Assists in the development of consultative selling strategies Manages the expectations of assigned clients Tax Controversy Represents clients before any tax authority on contested issues Tax Related Software Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks Tax Specialization Provides technical client service to multi-state companies with state and local tax issues Conducts negotiation of settlements, voluntary disclosure agreements and state tax audit representation Drafts technical memoranda regarding state and local tax issues Accounting for Income Taxes - SFAS109 Prepares tax accrual workpapers ASC740-10 Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, as well as FAS5 for sales tax and unclaimed properties Strategy Development Reviews studies of tax implications to identify alternative courses of actions to benefits clients Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits Assists with researching potential tax strategies Suggests marketing approaches for new client acquisition Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload of STS SALT Managers, Senior Associates and Associates on assigned engagements and reviews work product Ensures STS SALT Managers, Senior Associates, Associates and Interns are trained on all relevant tax software Evaluates the performance of STS SALT Managers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development Delivers periodic performance feedback and completes performance evaluations for STS SALT Managers, Senior Associates, Associates and Interns Acts as Career Advisor to STS SALT Senior Associates and Associates, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree , required Masters degree in Accounting/Taxation or J.D., preferred Experience: Six (6) or more years of prior experience in state and local/multistate experience, required Experience supervising tax professionals on a project or engagement basis, required Experience preparing and/or reviewing tax provisions, preferred Experience with corporate taxation, consolidations and partnerships, preferred License/Certifications: CPA certification or other relevant certification, preferred Software: Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Superior analytical and research skills Solid organizational skills especially ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously Capable of effective managing a team of tax professionals and delegating work assignments as needed Capacity to build and maintain strong relationships with internal and client personnel Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel Executive presence and ability to act as primary contact on assigned engagements Ability to successfully interact with professionals at all levels Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services Advanced knowledge of sources of relevant information utilized in tax filings Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues Exposure to and familiarity with standard tax applications and research tools, preferred Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $94,500 - $189,000 NYC/Long Island/Westchester Range: $94,500 - $189,000 Washington DC Range: $94,500 - $189,000

BDO's Insurance Risk Advisory (“IRA”) practice is intentionally structured to provide a holistic insurance risk solution set to the middle market and Fortune 1000 client group. The team backgrounds are broad based in underwriting, claims administration, risk management, brokerage, actuarial, and EH&S to facilitate a multi lens approach in addressing client challenges. The practice primary advisory offerings include insurance risk and claims management diagnostics and transformation, alternative risk solutions, and outsourced risk management staffing support. The Managing Director, Insurance Risk Advisory (“Managing Director”) is responsible for supporting the development and leading the execution of strategic direction, driving practice growth to meet firm revenue targets, attracting and retaining top talent, partnering with other BDO practice groups to increase collaboration, account growth, and cross-sell opportunities, and engagement financial management. This role is extensively experienced in the areas of risk, insurance, and claims management, with more than 15 years of experience in a combination of corporate insurance risk management, brokerage, underwriting, risk consulting, and/or captive insurance. This position is also responsible for engagement lifecycle management. This role leads and assists in the sales process and internal practice initiatives, as required. Job Duties: Supports the development and execution of insurance advisory strategic direction Leads practice management areas including recruiting, training & continuing education, practice quality initiatives, and others, as required Leads client engagements and is responsible for all activities in the project delivery, including managing the internal approval process, engagement contracting, engagement economics, staffing, engagement delivery, and closure Develops and grows client relationships with an ability to identify new opportunities Identifies and works with other BDO specialty practice areas (actuarial, tax, forensic insurance recovery, etc.), as needed to deliver client engagements Maintains a clear understanding of BDO's service offerings with an ability to connect with new client opportunities Uses critical thinking skills to anticipate both internal and external challenges before they arise Manages day-to-day interactions and communications with client contacts, project staff and engagement leadership Oversees multiple client projects and manages them effectively for consistent progress Becomes individually recognized both internally and in the marketplace (through article publishing, speaking engagements, exceptional client service/ reputation building, active networking, and other means) Leads individual sales initiatives and is responsible for developing and maintaining a pipeline of sales opportunities Participates in business development activities Other duties as required Supervisory Responsibilities Supervises the day-to-day workload of Directors, Senior Managers, Managers, Senior Associates, and Associates in the practice group on assigned engagements and reviews work product Serves as a mentor to team professionals Makes hiring recommendations and works to retain talent Ensures the team is trained on all relevant core competencies Evaluates the performance of Directors, Senior Managers, Managers, Senior Associates, and Associates and assists in the development of goals and objectives to enhance professional development Qualifications, Knowledge, Skills, and Abilities: Education: Bachelor's degree required; degree in Risk Management, Accounting, Economics, or Finance, preferred Experience: Fifteen (15) or more years of experience in risk management, claims management, insurance brokerage, and/or risk consulting, required Prior experience in an insurance risk client facing role, required Demonstrated experience in both new sales and existing client service expansion, required License/Certifications: CPCU, ARM, Brokerage License, or similar continuing insurance risk management education, preferred Software: Proficient in the use of Microsoft Office Suite, specifically Excel, preferred Other Knowledge, Skills & Abilities: Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work Executive presence and ability to act as primary client contact on assigned engagements Effectively handles firm and practice administrative matters, including engagement staffing, client billing, monitoring project economics and adherence to Firm quality standards and protocols Excellent verbal and written communication skills Strong creative writing skills Demonstrates strong analytic skills with an ability to develop basic insurance risk calculations for risk retention and transfer strategy Ability to communicate effectively and direct the actuarial team and other practice areas for specialized client engagements Solid organizational skills especially the ability to meet project deadlines with a focus on details Contributes to the development of the engagement strategy, including deciding on methodologies and other factors involved in how to approach the work Ability to build and maintain strong relationships with internal and client personnel Identifies and assists in practice business development efforts, including client pursuits and proposals Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $200,000 - $400-000 Maryland Range: $200,000 - $400-000 NYC/Long Island/Westchester Range: $200,000 - $400-000

The Transaction Advisory Services Senior Associate is responsible for performing financial, accounting, and operational due diligence engagements for companies in the Software/Software-as-a-Service ("SaaS") industry. * Analyzes target financial and operating results in the context of a proposed transaction * Performs industry, company, and technical accounting research from available resources * Conducts on-site and phone interviews with C-level personnel to gather information in support of the financial analysis * Identifies and proposes appropriate resolutions to critical issues related to the deal process * Coordinates the relationship and information flow between BDO internal team members and target and/or client * Delivers high quality exposition to select sections of the due diligence report * Contributes to the identification and pursuit efforts in business development opportunities * Other duties as required Supervisory Responsibilities: * N/A Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree in Accounting, Business Administration, Finance, required Experience: * Two (2) or more years of public accounting experience, in a financial assurance role, required * One (1) or more years of TAS experience, preferred Experience auditing and advising clients in the Software/SaaS industry, preferred * Experience interacting and working directly with C-level personnel, preferred License/Certifications: * CPA, CPA candidate, or CA, preferred Software: * Proficient with Microsoft Office Suite, specifically Word, Excel, and PowerPoint, required Language: * N/A Other Knowledge, Skills & Abilities: * Strong verbal and written communication skills, specifically business writing * Ability to interact with and adapt communication style to successfully convey messaging and objectives to all levels of management * Capable of initiating and maintaining solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities * Capable of working in a demanding, deadline-driven environment independently and within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner * Ability to analyze large volumes of data to identify potential issues and propose the most appropriate resolutions within the context of the transaction * Necessary to maintain the highly confidential nature of target information * Excellent project management skills with the ability to produce quality work with an attention to detail * Strong knowledge of technical accounting areas such as US GAAP * Knowledge of ASC 606 and familiarity with key metrics of Software/SaaS businesses, preferred. * Ability to travel as needed Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $95,000 - $110,000 Maryland Range: $95,000 - $110,000 NYC/Long Island/Westchester Range: $95,000 - $110,000

Schneider Downs provides a caring culture that supports what matters most to emerging professionals, like yourself, including work-life flexibility, career growth, the chance to receive one-on-one mentoring, and learning opportunities meant to inspire your professional development. Experience all of these and more at Schneider Downs, where we've been providing audit, tax, consulting and wealth management services through our team of innovative thought leaders for over 65 years. Start building your career with people motivated to help you succeed-and enjoy more of what counts. Our growing Risk Advisory Services practice, a specialty area within our Consulting Services group, provides outsourcing, co-sourcing and Sarbanes-Oxley assistance to clients in various industries, is seeking motivated students who are interested in expanding their knowledge in the consulting industry to participate in our 2026 internship program. Learn more about our work and how you could make an impact helping organizations while growing your skills! As a Risk Advisory Summer Intern, you work as a member of the engagement team and are responsible for a variety of assigned projects that assist with the completion of the engagement - risk assessment, process improvement, control evaluation, and Sarbanes-Oxley compliance. You will be part of a learning culture that values quality and integrity, where you'll be supported by Schneider Downs professionals. Schneider Downs has embraced the hybrid work model, so this role will have flexibility working from home, as well as in the office. The summer session typically runs from mid-May until mid-August. While flexibility is at the core of our culture, the expectation is that interns will be available during working hours - Monday through Friday, 9 am through 5 pm. WHAT YOU'LL DO Provide high quality professional day-to-day execution of internal audit engagements and special projects Work as part of the engagement team focusing on compliance or advisory projects Create draft audit reports for management review Assist management in preparing risk assessments, audit plan programs, and internal audit reports Serve a variety of clients within the public and private sectors WHAT YOU'LL NEED Must be pursuing a bachelor's or master's degree in Accounting or related field (e.g., Business Administration, Finance, Management Information Systems (MIS), etc.) Must have an anticipated graduation date between December 2026 and August 2027, and be available to begin full-time work between January 2027-October 2027 A preferred overall GPA of 3.3 (3.0 minimum), or combination of educational success and applicable work and/or volunteer experience Schneider Downs' internship program is designed to give students meaningful work experiences while supporting the firm's hiring needs, especially as we continue to grow. Our interns are eligible for conversion into full-time employment after graduation based upon individual performance and department need. WHERE CULTURE COUNTS At Schneider Downs, our culture is our identity. And it's our culture of care that makes us unique. Even as we grow, we work hard to retain this culture to continuously promote a positive, supportive work environment through our core values: Care, Integrity, Flexibility, Respect, and Drive. ENJOY MORE OF THE THINGS THAT MATTER MOST - Competitive compensation - Hybrid work models and work-life flexibility - Learning environment with buddies, mentors and a focus on personal development - Meaningful work experiences and multi-industry exposure - Collaborative, supportive culture and community involvement - Flex Fridays and office closures for summer and winter breaks - Additional benefits upon full-time conversion, including insurance, paid time off, CPA exam bonus, profit sharing and more! ABOUT SCHNEIDER DOWNS For over 65 years, Schneider Downs has provided audit, tax, consulting, and wealth management services through our team of innovative thought leaders committed to our approach of providing Big Thinking with a Personal Focus. Our client roster includes a diverse blend of well-established national and regional businesses both publicly and privately owned - as well as not-for-profits and exciting start-ups. Regardless of industry or corporate profile, our clients receive the highest level of responsiveness, pro-activity, and personal attention to their individual needs. We call that commitment the SD Standard and it's what makes us different. A PLACE WHERE INCLUSIVITY COUNTS Schneider Downs is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other protected characteristics. We believe a culture of care that celebrates diversity, equity, and inclusion contributes to a better company, better client services, and a better world. BUILD A CAREER WHERE YOUR NEEDS COUNT. APPLY NOW. Schneider Downs does not accept unsolicited referrals for vacancies, and any unsolicited referral will become the property of Schneider Downs. Upon hire, no fee will be owed to the agency, person, or entity. #LI-HYBRID

About CapinCrouse CapinCrouse is a separate practice unit of the Top 25 Accounting and Advisory Firm Carr, Riggs & Ingram (CRI) and serves over 1,600 clients nationwide with nonprofit expertise and access to the full suite of services that CRI offers when needed. For over 50 years, CapinCrouse has been devoted to serving nonprofit organizations by providing professional solutions to organizations whose outcomes are measured in lives changed. We are currently looking for a Tax Associate to fill an opening in our Tax team. The person who fills this role would ideally be located in the Indianapolis or San Diego areas to be near the other team members, but the job can also be performed remotely. Responsibilities Client Support: Prepare Form 990 Series and other tax returns Prepare complementary state forms Identify and complete other tax consulting projects as assigned, including identifying, researching, and assessing various tax issues Build and maintain proactive, professional relationships with clients for assigned engagements Act respectfully and consistent with client values Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of this position. Education and/or Experience: Bachelor's degree is required. A degree in accounting or a related finance is preferred. 1+ years related tax or applicable business experience is required. Experience in public accounting is preferred. Language Skills: The individual must have the ability to read and interpret industry-specific documents, write routine reports, and speak effectively to clients and employees of the firm. Other Skills and Abilities: Reputation of integrity, even in conflictive situations Above average ability to learn and use computer software (e.g., Microsoft Excel). Proficiency in Microsoft Office (required); ProSystem (desired). Ability to recognize, anticipate, and resolve tax issues and make recommendations Ability to develop open and trusting relationships Ability to work in a team, whether as a member or leader Ability to motivate him/herself to grow professionally and serve with excellence Ability to assume responsibility for and complete agreed upon assignments Effective communication as it relates to relationships with in-charges regarding workflow, client needs, and timelines Excellent interpersonal and oral and written communications skills Exceptional organizational and time management skills; exhibiting the ability to manage a heavy workload without sacrificing quality of work or relationships Passion to serve others, especially nonprofit organizations Desire to work as a professional in a CPA firm with CapinCrouse's core values, vision, and mission. Apply Today to Join our Team! We're growing! Seeking the best and the brightest - difference makers with a passion to serve. At CapinCrouse, you'll gain an outstanding opportunity for training, advancement, and personal and professional development along with competitive compensation and the comprehensive benefits you'd expect from a national firm. Enjoy work-life balance in our flexible workplace. Come for the profession. Stay for the mission. †This is not a CPA firm ************************************************************************************* The information contained in this message may be privileged and confidential and protected from disclosure. It is intended exclusively for the individual or entity to which it is addressed. This communication may contain information that is proprietary, privileged or confidential or otherwise legally exempt from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer. Assurance, attest, and audit services provided by Carr, Riggs & Ingram, L.L.C. "Carr, Riggs & Ingram" and "CRI" are the brand names under which Carr, Riggs & Ingram, L.L.C.* ("CRI CPA*"), CRI Advisors, LLC† ("CRI Advisors†" or "Advisors†"), and Capin Crouse, LLC* ("Capin Crouse CPA*"), and CRI Capin Crouse Advisors, LLC† ("Capin Crouse Advisors†") provide professional services. CRI CPA*, Capin Crouse CPA*, CRI Advisors†, Capin Crouse Advisors†, Carr, Riggs & Ingram Capital, LLC and their respective subsidiaries operate as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CRI CPA* and Capin Crouse CPA* are licensed independent certified public accounting ("CPA") firms that separately provide attest services, as well as additional ancillary services, to their clients. CRI CPA* and Capin Crouse CPA* are independently-owned CPA firms that provide attestation services separate from one another. CRI Advisors† and Capin Crouse Advisors† provide tax and business consulting services to its clients. CRI Advisors† and its subsidiaries, including Capin Crouse Advisors†, are not licensed CPA firms and will not provide any attest services. The entities falling under the Carr, Riggs & Ingram or CRI brand are independently owned and are not responsible or liable for the services and/or products provided, or engaged to be provided, by any other entity under the Carr, Riggs & Ingram or CRI brand. Our use of the terms "CRI," "we," "our," "us," and terms of similar import, denote the alternative practice structure conducted by CRI CPA*, Capin Crouse CPA*, Capin Crouse Advisors†, and CRI Advisors†, as appropriate.

The Tax Manager, Private Client & Family Office Services manages the full-life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product review and overall portfolio financial performance. In addition, the PCS-FOS Manager is responsible for client relationship management, including regularly meeting with the client and assigned staff, reporting financial information and making financial management recommendations, timely billing and resolution of client issues. In this role, Tax Manager, Private Client & Family Office Services is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy. In addition, the Private Client & Family Office Manager will be involved in the marketing, networking and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients. Job Duties: Client Service Delivery: Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function: Performs complete general ledger reconciliation including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger Creates accounting records such as bill payments, client invoices, payroll, and others Identifies and records adjustments Produces accurate financial statements, and provides financial analysis Understands the technology packages clients are using to support their accounting/finance functions: Describes the major functions each system performs, and knows how the system performs those functions Explains the purpose and value of system functions that a client may not be using Identifies when a client is not using a technology package in a proper or efficient manner Learns new technology quickly, understands the essence of technologies, how they can be used, how they interact with other technologies and business functions, what the best methods/benefits are for using them, and applies these technologies to an engagement Facilitates effective discovery meetings with clients: Uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure Designs integrated solutions that respond to the specific situation: Knows BDO well enough internally to identify when services outside of PCS-FOS should be included and describes what these services achieve and how they operate Outlines the solution in a concise document and vets it internally with their leaders and other BDO stakeholders Accurately determines the cost of building a client solution: Can calculate the benefit to a client in dollar terms of the solution, using the pricing process Compares the differences between the perspectives, and if there is sufficient margin in between (given our confidence in our calculations) to have a profitable engagement, proposes a fixed fee based on current scope for review by leadership Works with Senior Managers to learn to formulate recommendations to client leadership on technical accounting issues, financial accounting policies and procedures and financial management issues: Educates clients on how their finance and accounting needs will change as their business evolves Assists clients identify areas of opportunity and future business needs Periodically reviews solutions with their clients to determine if it is still the right solution for the current state of the business and recommends appropriate changes Learns to manage conflict; proactively engages senior leadership when conflict arises Learns to support the client through business changes and helps to develop and execute the change management plan Handles full-life cycle of all assigned engagements by providing technical management for all areas within the accounting function Gathers information necessary from the client to execute on engagements: Maintains a running list of information that is needed, and follows up to gather information that is missing Organizes information so it is easily accessible for the team and the client as applicable Creates, develops and maintains strong business relationships with clients, both internal and external Understands tax planning considerations/concepts for various business entities: Comprehends the information presented on different tax return forms, analyzes this information to draw conclusions and have an intelligent conversation with clients - helping clients navigate business decisions and their potential financial and tax implications Appropriately refers tax related matters to Core Tax and Specialty Tax Services Business Development: Learning business development strategies and service offerings targeted for various industries Ensures prospect and sales information is entered into CRM as appropriate Ability to recommend and design solutions for clients Learns to evaluate clients for acceptance (e.g. general risk matters, regulations that affect our work, international business, background checks, etc.), and develops statements of work based on solutions they have proposed, with support from leadership Develops exposure to industry teams and business development resources Develops an awareness of the impact that different industries and service offerings have on the technical work and final deliverable; participates in industry trade groups and networking events Listens for and identifies new opportunities with existing clients, and communicates those potential opportunities to leadership Begins to articulate the Advisory service offerings, as well as the broader firm, to a client, prospect, or contact Understands and articulates PCS-FOS's value proposition and understands the target market/client profile Developing Others: Fosters a culture that embraces change and accountability Identifies staff needs to develop analytics and forecasting skills at a level where they are capable of interpreting financial results, recognizing trends and gaining insights into business performance improvements Ensures PCS-FOS Senior Associates and Associates are trained on all relevant software, processes and resources Acts as a Career Advisor to PCS-FOS Senior Associates and Associates, as appropriate Evaluates the performance of PCS-FOS Senior Associates and Associates and assists in developing goals and objectives to enhance professional development that aligns with the firm's and PCS's and FOS's objectives Participates in recruiting efforts for Associates and Senior Associates and assists with the new employee on-boarding process Serves as a resource for Associates and Senior Associates, while developing an in-depth knowledge and understanding of finance and accounting functions, technology for supporting these functions and how tax planning can differ by industry and business structure Knows what is required from a compliance perspective and develops an understanding of what is considered a standard or best practice for the industry or business structure Project Management: Creates a work plan following best practices of project management (breaking down projects into phases and tasks, estimating time/budget, setting milestones, managing dependencies, and measuring and reviewing progress) Bills engagements in a timely and effective manner, appropriate to the client's situation and the state of the work; contributes to economic management matters such as forecasting and monitoring/managing to key metrics Learns to scope a new project and construct a fee estimate/budget that considers all appropriate details, including, but not limited to: architecting, designing and planning/estimating a tailored client solution Identifies resource requirements and develops transition plans and estimates appropriate margins for the client engagement and the overall picture of the client relationship Oversees client satisfaction with quality of work products, assigned staff, and engagement performance Ensures clients are billed timely in accordance with the SOW and follows PCS-FOS billing and collections best practices; works with team to resolve any client billing issues Tax Related Duties: Research Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis Applies most Firm and professional standards for preparation and tax returns Involves firm specialists, as appropriate Strategy Development Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits. Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods Other Duties: Travels up to 20% of the time Other duties as required Supervisory Responsibilities: Supervises associates and senior associates on all projects Reviews work prepared by associates and senior associates and provide review comments Trains Associates and Seniors how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages workload of associates and senior associates Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: One of the following is required: Bachelor's degree, focus in Accounting or Finance, preferred AND six (6) or more years of experience performing general accounting transactions and functions, required; OR Seven (7) or more years performing general accounting transactions and functions with some supervisory and consultative or business advisory experience without a degree, required MBA or other relevant advanced degree (Masters in Accountancy), preferred Experience: Two (2) or more years of supervisory experience, preferred Experience working with outsourced and/or delivery center operations, preferred Consultative or business advisory experience, preferred License/Certifications: CPA certification, preferred Software: Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required Experience utilizing industry standard accounting software and BDODrive platform software such as Intuit's QuickBooks Online (QBO), Microsoft NAV and Bill.com, preferred Prior experience utilizing industry recognized accounting research tools, preferred SEI Archway and Qvinchi, preferred Language: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Understands the finance and accounting functions generally performed by a business (e.g. sales, purchasing, A/R, etc.) and common best practices/processes for how they operate, as well as how they interact Understands other business imperatives/functions (e.g. data security, internal controls, etc.) and how they can affect the finance and accounting functions; uses this knowledge to analyze the current structure of a client and identify what services or processes may be inefficient or missing and where we can add value Ability to present well in one-on-one and small group settings Ability to present well to all levels of management, internally and with clients; projects confidence and expertise; communicates in a clear and concise manner that emphasizes key points; persuades others to their points of view; self-aware - knows when an approach is not working and can change course immediately Takes personal accountability for work products and accepts constructive feedback to guide future actions Strong analytical and basic research skills GAAP and TAX knowledge, financial statement presentation, and report writing Solid organizational skills especially the ability to meet project deadlines with a focus on details Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously, while focusing on quality, customer satisfaction and service delivery Ability to successfully manage multiple tasks while working independently or within a group environment Ability to act as the primary contact on assigned engagements and effectively manage a team of professionals including delegating work assignments as needed Ability to effectively manage a team of professionals and contribute to the professional development of assigned personnel, while delegating work assignments as needed Interacts effectively with people at all organizational levels of the firm as well as the capability to build and maintain strong relationships with internal and client personnel Ability to travel up to 25% of the time Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $90,000 - $125,000 Colorado Range: $95,000 - $125,000 Maryland Range: $100,000 - $110,000 NYC/Long Island/Westchester Range: $90,000 - $125,000 Washington D.C.: $110,500 - $125,000

BDO is a place for energetic self-starters who can think and act like entrepreneurs. As an Intern in our Assurance practice, you will begin to utilize your educational background as well as your organizational skills as you serve the firm's dynamic client base. You will assist in problem solving and fact-finding, working side-by-side with more experienced team members who can provide you with direction, coaching and learning opportunities. This opportunity will allow you to gain a unique hands-on perspective on our firm's practices and people, as well as beginning to forge the critical relationships that will help maximize your chance for success in your career. Job Duties: Typical responsibilities will include: * Participates in a structured on-the-job training program and become familiar with Generally Accepted Accounting Principles and Generally Accepted Auditing Standards * Becomes familiar with BDO specific audit methodology to assist with various stages of the audit process * Provides various support functions to the audit staff during engagement * Communicates with the clients' customers, creditors, banks and related parties concerning audit issues * Prepares and documents work in working papers utilizing BDO specific tools and templates * Contributes ideas/opinions to the audit teams and listen/respond to other team members' views * Completes one assigned accounting or audit related research project and able to present findings to a panel of Assurance professionals * Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: * Enrolled in a Bachelors or Masters program in Accounting, required * Pursuing a masters degree in Accounting, preferred Experience: * Leadership experience, preferred License/Certifications: * Actively pursuing school credits to become a CPA Software: * Proficient in Microsoft Office Suite, specifically Word, Excel and PowerPoint, required Other Preferred Knowledge, Skills & Abilities: * Strong written and verbal communication skills * Ability to follow instructions as directed * Ability to work effectively in a team setting * Positive attitude and willingness to learn Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $37.00/hr - $41.00/hr Colorado Range: $30.00/hr - $34.00/hr Illinois Range: $34.00/hr - $36.00/hr Maryland Range: $30.00/hr - $33.00/hr Minnesota Range: $30.00/hr - $34.00/hr NYC/Long Island/Westchester Range: $36.00/hr Washington Range: $32.00/hr - $37.00/hr Washington DC Range: $30.00/hr - $33.00/hr

The Assurance Senior, Third Party Attestation will be responsible for the preparation of third-party attestation reports, including System and Organization Controls (SOC) 1, SOC 2, SOC 3, SOC for Cybersecurity and WebTrust for CAs, as well as HITRUST, SSPA, ISO, MRC and CSA STAR applying most areas of the governing standard as necessary and documenting, validating, testing, and assessing various control systems, including internal controls. Our TPA individuals specialize in these specific areas to understand the entire technology risk umbrella rather than maintaining overall knowledge in Information Technology General Control (ITGC) audit or IT audit. Job Duties: Control Environment: * Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by: * Identifying and considering all applicable policies, laws, rules, and regulations of the firm, regulators, or other authoritative bodies as part of engagement team * Making constructive suggestions to improve client internal controls and accounting procedures * Documenting and validating the operating effectiveness of the clients' internal control system * Supervising and reviewing the work of staff * Documenting business and IT processes and controls and tests key controls for service organizations in a variety of industries * Identifying and prioritizing key risks and assesses their impact and likeliness of occurrence. * Communicating to the client areas to improve processes, strengthen controls, mitigate risks, and/or increase efficiency * Developing and maintaining relationships with client personnel and management; and * Ensuring technology is appropriately integrated into the examination process GAAS: * Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement by: * Developing and applying an intermediate knowledge of auditing theory, a sense of audit skepticism, and the use of BDO audit manuals * Applying auditing theory to various client situations * Documenting working papers and attestation reports in line with BDO policy, identifying deviations and notifying more senior team members in order to obtain appropriate approvals * Applying knowledge to identify instances where testing may be reduced or expanded and notifying more senior team members of the occurrence; and * Contributing ideas and opinions to the engagement team Other: * Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by: * Planning and executing attestation examinations including obtaining an understanding of the control environment, designing test plans, evaluating deficiencies and assessing the overall financial reporting control environment * Reading and reviewing clients' reports, ensuring accuracy and completeness, and also ensuring that all supporting information is documented in the workpapers and through appropriate testing * Preparing required communications to the Client and the Audit Committee, as applicable * Recognizing and applying new pronouncements to client situations * Identifying, analyzing and discussing alternative principles with the Manager, Senior Manager and engagement partner and the client, as needed * Identifying complex issues and brings them to the attention of superiors for resolution * Coaching less experienced team members in new areas Methodology * Applies knowledge and application of BDO standards to guide effective and efficient delivery of quality services and products by: * Completing all appropriate documentation of BDO work papers; and * Ensuring assigned work is performed in accordance with BDO methodology and requirements Research: * Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information by: * Researching basic and intermediate accounting topics and forming an initial opinion on the treatment independently * Other duties as required Supervisory Responsibilities: * Provides verbal and written performance feedback to Associates on assigned engagement teams * Supervises the work assignments of Associates on assigned engagement teams * Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree in Accounting, Computer Science, Management Information Systems, Business Administration, Managerial Marketing and Entrepreneurship, Finance or Economics, required * Master's degree in Accounting and minor or dual major in Information Systems or other relevant advanced degree, preferred Experience: * More than two (2) years of prior experience in IT, internal or external audit, required * More than one (1) year of prior supervisory experience, preferred * Experience performing internal control reviews, preferred * Experience performing SOC, WebTrust, HITRUST, SOX, ISO 27001 and security/privacy advisory engagements, preferred License/Certifications: * One or more of the following certifications are preferred: * Certified Public Accountant (CPA) * Certified Information Systems Auditor (CISA) * Certified Information Systems Security Professional (CISSP) * ISO 27001 Lead Auditor certification * HITRUST Certified Common Security Framework Professional (CCSFP) * Certified Internal Auditor (CIA) * Certified Information Security Manager (CISM) * Certified Ethical Hacker (C | EH) * Certified in Risk and Information Systems Control (CRISC) * Certified in the Governance of Enterprise IT (CGEIT) Software: * Proficiency in Microsoft Office Suite, specifically Word, Excel, and PowerPoint, required * Prior experience with various applications (e.g., ERP systems), operating systems (e.g., UNIX, Windows); and databases (e.g., Oracle, SQL), preferred * Exposure to cloud platforms, SaaS applications, security and engineering tools, and other industry software, preferred Other Knowledge, Skills & Abilities: * Basic understanding and experience planning and coordinating the stages to perform technology-focused audits and assessments * Knowledge of internal controls and professional standards and regulations (SOC, ISO, WebTrust, HITRUST, Sarbanes-Oxley, etc) * Knowledge of data analytics and emerging technologies desired * Strong verbal and written communication skills with the ability to adapt style and messaging to effectively communicate and interact with professionals at all levels both within the client organization and the firm * Ability to successfully multi-task while working independently and within a group environment * Solid analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions * Capable of working in a demanding, deadline driven environment with a focus on details and accuracy * Solid project management skills * Ability to travel as necessary Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $85,000 - $125,000 NYC/Long Island/Westchester Range: $80,000 - $115,000

BDO's Insurance Risk Advisory (“IRA”) practice is intentionally structured to provide a holistic insurance risk solution set to the middle market and Fortune 1000 client group. The team backgrounds are broad based in underwriting, claims administration, risk management, brokerage, actuarial, and EH&S to facilitate a multi lens approach in addressing client challenges. The practice primary advisory offerings include insurance risk and claims management diagnostics and transformation, alternative risk solutions, and outsourced risk management staffing support. The Managing Director, Insurance Risk Advisory (“Managing Director”) is responsible for supporting the development and leading the execution of strategic direction, driving practice growth to meet firm revenue targets, attracting and retaining top talent, partnering with other BDO practice groups to increase collaboration, account growth, and cross-sell opportunities, and engagement financial management. This role is extensively experienced in the areas of risk, insurance, and claims management, with more than 15 years of experience in a combination of corporate insurance risk management, brokerage, underwriting, risk consulting, and/or captive insurance. This position is also responsible for engagement lifecycle management. This role leads and assists in the sales process and internal practice initiatives, as required. Job Duties: Supports the development and execution of insurance advisory strategic direction Leads practice management areas including recruiting, training & continuing education, practice quality initiatives, and others, as required Leads client engagements and is responsible for all activities in the project delivery, including managing the internal approval process, engagement contracting, engagement economics, staffing, engagement delivery, and closure Develops and grows client relationships with an ability to identify new opportunities Identifies and works with other BDO specialty practice areas (actuarial, tax, forensic insurance recovery, etc.), as needed to deliver client engagements Maintains a clear understanding of BDO's service offerings with an ability to connect with new client opportunities Uses critical thinking skills to anticipate both internal and external challenges before they arise Manages day-to-day interactions and communications with client contacts, project staff and engagement leadership Oversees multiple client projects and manages them effectively for consistent progress Becomes individually recognized both internally and in the marketplace (through article publishing, speaking engagements, exceptional client service/ reputation building, active networking, and other means) Leads individual sales initiatives and is responsible for developing and maintaining a pipeline of sales opportunities Participates in business development activities Other duties as required Supervisory Responsibilities Supervises the day-to-day workload of Directors, Senior Managers, Managers, Senior Associates, and Associates in the practice group on assigned engagements and reviews work product Serves as a mentor to team professionals Makes hiring recommendations and works to retain talent Ensures the team is trained on all relevant core competencies Evaluates the performance of Directors, Senior Managers, Managers, Senior Associates, and Associates and assists in the development of goals and objectives to enhance professional development Qualifications, Knowledge, Skills, and Abilities: Education: Bachelor's degree required; degree in Risk Management, Accounting, Economics, or Finance, preferred Experience: Fifteen (15) or more years of experience in risk management, claims management, insurance brokerage, and/or risk consulting, required Prior experience in an insurance risk client facing role, required Demonstrated experience in both new sales and existing client service expansion, required License/Certifications: CPCU, ARM, Brokerage License, or similar continuing insurance risk management education, preferred Software: Proficient in the use of Microsoft Office Suite, specifically Excel, preferred Other Knowledge, Skills & Abilities: Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work Executive presence and ability to act as primary client contact on assigned engagements Effectively handles firm and practice administrative matters, including engagement staffing, client billing, monitoring project economics and adherence to Firm quality standards and protocols Excellent verbal and written communication skills Strong creative writing skills Demonstrates strong analytic skills with an ability to develop basic insurance risk calculations for risk retention and transfer strategy Ability to communicate effectively and direct the actuarial team and other practice areas for specialized client engagements Solid organizational skills especially the ability to meet project deadlines with a focus on details Contributes to the development of the engagement strategy, including deciding on methodologies and other factors involved in how to approach the work Ability to build and maintain strong relationships with internal and client personnel Identifies and assists in practice business development efforts, including client pursuits and proposals Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $200,000 - $400-000 Maryland Range: $200,000 - $400-000 NYC/Long Island/Westchester Range: $200,000 - $400-000

The Transaction Advisory Services Senior Associate is responsible for performing financial, accounting, and operational due diligence engagements for companies in the Software/Software-as-a-Service (“SaaS”) industry. Analyzes target financial and operating results in the context of a proposed transaction Performs industry, company, and technical accounting research from available resources Conducts on-site and phone interviews with C-level personnel to gather information in support of the financial analysis Identifies and proposes appropriate resolutions to critical issues related to the deal process Coordinates the relationship and information flow between BDO internal team members and target and/or client Delivers high quality exposition to select sections of the due diligence report Contributes to the identification and pursuit efforts in business development opportunities Other duties as required Supervisory Responsibilities: N/A Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Business Administration, Finance, required Experience: Two (2) or more years of public accounting experience, in a financial assurance role, required One (1) or more years of TAS experience, preferred Experience auditing and advising clients in the Software/SaaS industry, preferred Experience interacting and working directly with C-level personnel, preferred License/Certifications: CPA, CPA candidate, or CA, preferred Software: Proficient with Microsoft Office Suite, specifically Word, Excel, and PowerPoint, required Language: N/A Other Knowledge, Skills & Abilities: Strong verbal and written communication skills, specifically business writing Ability to interact with and adapt communication style to successfully convey messaging and objectives to all levels of management Capable of initiating and maintaining solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities Capable of working in a demanding, deadline-driven environment independently and within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner Ability to analyze large volumes of data to identify potential issues and propose the most appropriate resolutions within the context of the transaction Necessary to maintain the highly confidential nature of target information Excellent project management skills with the ability to produce quality work with an attention to detail Strong knowledge of technical accounting areas such as US GAAP Knowledge of ASC 606 and familiarity with key metrics of Software/SaaS businesses, preferred. Ability to travel as needed Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $95,000 - $110,000 Maryland Range: $95,000 - $110,000 NYC/Long Island/Westchester Range: $95,000 - $110,000

BDO is a place for energetic self-starters who can think and act like entrepreneurs. As an Intern in our Assurance practice, you will begin to utilize your educational background as well as your organizational skills as you serve the firm's dynamic client base. You will assist in problem solving and fact-finding, working side-by-side with more experienced team members who can provide you with direction, coaching and learning opportunities. This opportunity will allow you to gain a unique hands-on perspective on our firm's practices and people, as well as beginning to forge the critical relationships that will help maximize your chance for success in your career. Job Duties: Typical responsibilities will include: Participates in a structured on-the-job training program and become familiar with Generally Accepted Accounting Principles and Generally Accepted Auditing Standards Becomes familiar with BDO specific audit methodology to assist with various stages of the audit process Provides various support functions to the audit staff during engagement Communicates with the clients' customers, creditors, banks and related parties concerning audit issues Prepares and documents work in working papers utilizing BDO specific tools and templates Contributes ideas/opinions to the audit teams and listen/respond to other team members' views Completes one assigned accounting or audit related research project and able to present findings to a panel of Assurance professionals Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: Enrolled in a Bachelors or Masters program in Accounting, required Pursuing a masters degree in Accounting, preferred Experience: Leadership experience, preferred License/Certifications: Actively pursuing school credits to become a CPA Software: Proficient in Microsoft Office Suite, specifically Word, Excel and PowerPoint, required Other Preferred Knowledge, Skills & Abilities: Strong written and verbal communication skills Ability to follow instructions as directed Ability to work effectively in a team setting Positive attitude and willingness to learn Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $31.00/hr - $39.00/hr Colorado Range: $22.00/hr - $30.00/hr NYC/Long Island/Westchester Range: $32.00/hr - $36.00/hr Washington Range: $31.00/hr - $36.00/h

The Assurance Senior, Third Party Attestation will be responsible for the preparation of third-party attestation reports, including System and Organization Controls (SOC) 1, SOC 2, SOC 3, SOC for Cybersecurity and WebTrust for CAs, as well as HITRUST, SSPA, ISO, MRC and CSA STAR applying most areas of the governing standard as necessary and documenting, validating, testing, and assessing various control systems, including internal controls. Our TPA individuals specialize in these specific areas to understand the entire technology risk umbrella rather than maintaining overall knowledge in Information Technology General Control (ITGC) audit or IT audit. Job Duties: Control Environment: Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by: Identifying and considering all applicable policies, laws, rules, and regulations of the firm, regulators, or other authoritative bodies as part of engagement team Making constructive suggestions to improve client internal controls and accounting procedures Documenting and validating the operating effectiveness of the clients' internal control system Supervising and reviewing the work of staff Documenting business and IT processes and controls and tests key controls for service organizations in a variety of industries Identifying and prioritizing key risks and assesses their impact and likeliness of occurrence. Communicating to the client areas to improve processes, strengthen controls, mitigate risks, and/or increase efficiency Developing and maintaining relationships with client personnel and management; and Ensuring technology is appropriately integrated into the examination process GAAS: Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement by: Developing and applying an intermediate knowledge of auditing theory, a sense of audit skepticism, and the use of BDO audit manuals Applying auditing theory to various client situations Documenting working papers and attestation reports in line with BDO policy, identifying deviations and notifying more senior team members in order to obtain appropriate approvals Applying knowledge to identify instances where testing may be reduced or expanded and notifying more senior team members of the occurrence; and Contributing ideas and opinions to the engagement team Other: Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by: Planning and executing attestation examinations including obtaining an understanding of the control environment, designing test plans, evaluating deficiencies and assessing the overall financial reporting control environment Reading and reviewing clients' reports, ensuring accuracy and completeness, and also ensuring that all supporting information is documented in the workpapers and through appropriate testing Preparing required communications to the Client and the Audit Committee, as applicable Recognizing and applying new pronouncements to client situations Identifying, analyzing and discussing alternative principles with the Manager, Senior Manager and engagement partner and the client, as needed Identifying complex issues and brings them to the attention of superiors for resolution Coaching less experienced team members in new areas Methodology Applies knowledge and application of BDO standards to guide effective and efficient delivery of quality services and products by: Completing all appropriate documentation of BDO work papers; and Ensuring assigned work is performed in accordance with BDO methodology and requirements Research: Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information by: Researching basic and intermediate accounting topics and forming an initial opinion on the treatment independently Other duties as required Supervisory Responsibilities: Provides verbal and written performance feedback to Associates on assigned engagement teams Supervises the work assignments of Associates on assigned engagement teams Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Computer Science, Management Information Systems, Business Administration, Managerial Marketing and Entrepreneurship, Finance or Economics, required Master's degree in Accounting and minor or dual major in Information Systems or other relevant advanced degree, preferred Experience: More than two (2) years of prior experience in IT, internal or external audit, required More than one (1) year of prior supervisory experience, preferred Experience performing internal control reviews, preferred Experience performing SOC, WebTrust, HITRUST, SOX, ISO 27001 and security/privacy advisory engagements, preferred License/Certifications: One or more of the following certifications are preferred: Certified Public Accountant (CPA) Certified Information Systems Auditor (CISA) Certified Information Systems Security Professional (CISSP) ISO 27001 Lead Auditor certification HITRUST Certified Common Security Framework Professional (CCSFP) Certified Internal Auditor (CIA) Certified Information Security Manager (CISM) Certified Ethical Hacker (C | EH) Certified in Risk and Information Systems Control (CRISC) Certified in the Governance of Enterprise IT (CGEIT) Software: Proficiency in Microsoft Office Suite, specifically Word, Excel, and PowerPoint, required Prior experience with various applications (e.g., ERP systems), operating systems (e.g., UNIX, Windows); and databases (e.g., Oracle, SQL), preferred Exposure to cloud platforms, SaaS applications, security and engineering tools, and other industry software, preferred Other Knowledge, Skills & Abilities: Basic understanding and experience planning and coordinating the stages to perform technology-focused audits and assessments Knowledge of internal controls and professional standards and regulations (SOC, ISO, WebTrust, HITRUST, Sarbanes-Oxley, etc) Knowledge of data analytics and emerging technologies desired Strong verbal and written communication skills with the ability to adapt style and messaging to effectively communicate and interact with professionals at all levels both within the client organization and the firm Ability to successfully multi-task while working independently and within a group environment Solid analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions Capable of working in a demanding, deadline driven environment with a focus on details and accuracy Solid project management skills Ability to travel as necessary Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $85,000 - $125,000 NYC/Long Island/Westchester Range: $80,000 - $115,000

CapinCrouse is a national full-service CPA firm devoted to serving mission-focused not-for-profit organizations. Our mission is to be empowered professionals providing innovative service to organizations whose outcomes are measured in lives changed. We have offices across the country, from Los Angeles to New York, and have served the nonprofit community with assurance, tax advisory and compliance, and management advisory services for nearly 45 years. he caliber of our clients and our high standards for how we serve them requires that we be highly selective in our recruiting process. We look for the best and then invest the time, technology, and resources that result in long-term success for both the firm and our people. We ask our team members to provide a high level of service to CapinCrouse's clients and be a driver of firm growth, profitability and success. Essential duties and responsibilities of this position include but are not limited to the following. Other duties may be assigned. Client Relations: Manage and build trusting client relationships; maintaining a proactive, professional relationship with clients for assigned engagements. Understand clients' business challenges and goals. Be a productive audit team member, handling complex audit engagements so that clients receive excellent, timely service. Act respectfully and consistent with client values. People Management: Manage engagements and special assignments with the additional complexity of supervising a number of engagements simultaneously. This includes oversight of the audit team and assignments, engagement communication, development of audit documents, review of work papers, and preparation of client deliverable documents. Develop Associates, Seniors, and Supervisors professionally through on-the-job coaching and intentional training. Manage the performance appraisal process for staff members. Professional Development: Show dedication and innovation through active participation in Firm initiatives. Continue professional development efforts through an intentional growth plan, with special focus on not-for-profit organizations and corresponding accounting issues and trends. Begin efforts to bring new business to the firm and be involved in community activities for the purposes of business development and cross-selling the firm's services. Display integrity and professional behavior consistent with CapinCrouse's focus, vision, mission and core values Education and/or Experience : Bachelor's degree in accounting or a related finance degree 6+ years of related audit or applicable business experience (Experience in public accounting is preferred.) CPA certification Language Skills: The individual must have the ability to read and interpret industry-specific documents, write routine reports and speak effectively to clients and employees of the firm. Other Skills and Abilities: Reputation of integrity, even in conflictive situations Above average ability to learn and use computer software (e.g., Microsoft Excel) Ability to develop open and trusting relationships Ability to work in a team, whether as a member or leader Ability to motivate him/herself to grow professionally and serve with excellence Ability to assume responsibility for and complete agreed upon assignments Excellent interpersonal, oral and written communications skills Exceptional organizational and time management skills; exhibiting the ability to manage a heavy workload without sacrificing quality of work or relationships Willingness to travel when necessary Passion to serve others, especially nonprofit organizations Desire to work as a professional in a CPA firm with CapinCrouse's core values, vision, and mission Work Environment The employee in this position typically works in an office environment but may occasionally be required to perform job duties outside of the standard office setting. The work environment characteristics described below are representative of those an employee would typically encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other Skills and Abilities: Walking (low) Climbing (low) Bending (low) Twisting (low) Typing/using hands (moderate/high) Sitting (moderate/high) We Offer An extremely competitive compensation package with all the benefits you would expect from a national leader The ability to work with very knowledgeable professionals and the opportunity to work with clients who are making a real difference in our community, our country, and our world State-of-the-art technology to give you the professional tools necessary to be your best Firm-sponsored professional memberships While this reflects management's current assignment of essential functions, it does not proscribe or restrict the tasks that may be assigned to the individual in this position. The firm reserves the right to revise and amend this job description at any time, with or without notice. Qualifications Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of this position. Additional Information All your information will be kept confidential according to EEO guidelines.