Herbein + Company, Inc.

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Job Locations US-PA-Allentown
- Perform review and compilation engagements - Analyze and adjust financial information to prepare business tax returns - Prepare individual tax returns - Develop comprehensive knowledge of client’s business and tax circumstances - Research and develop year-round tax planning strategies and consultation to meet client needs - Become familiar with specific clients and begin to identify specific client needs - Proactively interact with clients to gather information, resolve problems, make recommendations - Manage multiple engagements and provide innovative tax planning, consulting, compliance recommendations to clients. - Prepare and review complex tax returns.  - Manage team members and review work product for accuracy, completeness, budgets, etc. - Work closely with internal managers and partners to maintain and grow client relationships. - Mentor and coach various levels of tax staff.   Qualifications: - Bachelor Degree in Accounting, or related finance degree - Licensed CPA - 7+ years of current or recent public accounting experience - Demonstrated knowledge of IRS and other taxing authority regulations and standards - Ability to manage multiple projects/task on a timely basis while monitoring time spent - Adept at meeting challenging client requirements and deadlines - Excellent verbal, written and interpersonal communication skills as well as employee management skills - Excellent verbal, written and interpersonal communication skills - Detail focused and driven to achieve high standards - Ability to travel to client and Herbein office locations as needed/scheduled  
ID
2022-1174
Category
Public Accounting
Type
Regular Full-Time
Job Locations US-PA-Spring House
- Perform procedures on audit, review, and compilation engagements - Assist managers on engagements - Prepare and Analyze financial statements and evaluate internal controls - Handle moderately complex audit engagements - Development of audit documents, work papers, and preparation of client documents - Become familiar with current audit and accounting standards - Obtain a working knowledge of a client’s business - Timely communicate regarding status of work and issues to the engagement in-charge - Perform other accounting, auditing, and consulting duties as needed - Manage and complete multiple projects/tasks on a timely basis while monitoring time spent - Proactively interact with clients to gather information, resolve audit-related problems, make recommendations, etc. - Help others develop professionally through coaching - Prepare federal, state, and local tax returns Qualifications:  - Bachelor’s Degree in accounting or related finance degree - Taking steps towards achieving their CPA designation - 1-3 years of current or recent experience in public accounting - Personable, ambitious, and looking for a career path opportunity - Able to foster strong relations built on trust and credibility - Focused on meeting client requirements and deadlines - Excellent verbal, written, and interpersonal communication skills - Detail focused and driven to achieve high standards - Proficient with Microsoft Office products - Experience with accounting industry software (including, but not limited to, data analytics and document management software) - Must be able to work overtime to meet client needs beyond regularly scheduled workday (evenings and weekends)  
ID
2022-1171
Category
Small Business
Type
Regular Full-Time
Job Locations US-PA-Reading
The Learning & Development (CPE - Continuing Professional Education) Coordinator will create, develop, implement, and conduct training development programs for team members firmwide. The ideal candidate will be able to work independently and provide a strategic and tactical support as a member of the HR department. This position reports to the Director of HR with dual reporting to the Partner in Charge of Firm Compliance.  - Prepare the firmwide calendar of training events for all practice areas  - Coordinate details to schedule internal and off-site learning events - Set up zoom meeting links and assit instructors on meeting numbers and passwords in advance of webinars - Manager continuing professional education compliance requirements governed by the PA Board of Accountancy, NASBA and SHRM   - Monitor all CPE compliance using the firm's learning management system or LMS (Prolaera)  - Deliver new employee orientations - Train employees on how to track their professional credentials using Prolaera   - Ensure team member compliance to the firm's CPE policy  - Training team members on CPE approval process when requesting the firm to pay for expenses related to external training events - Mantain all professional license records and CPE license records for team members and maintain CPE files for all team members are accurate - Research training options as needed in order to provide recommendations on training options when requested - Facilitate zoom webinars and enter/launch polling questions for instructors upon request - Assist subject matter experts and instructors with course design, development, and delivery which may be in person live, live webinars, self study and/or pre-recorded - Create and update training procedure manuals, guides, and course materials. - May be required to deliver training and development programs using various formats  - Maintain records of training and development activities, attendance, polling questions and assessments in order to issue certificates of completion - Review and assess training materials prepared by instructors for compliance  - Monitor program effectiveness through assessments, surveys, and feedback - Maintain knowledge of the latest trends in training and development - Prepare and implement training budget; maintains records and reports of expenses - Perform other related duties as required Requirements/Qualifications: - Bachelor's degree in human resources, business management, or related field;  and/or equivalent experience - 2 years of related experience coordinating training events and tracking budgets - Able to work full time hours 8 am to 5 pm, Mondays thru Fridays. - Remote working arrangements (2-3 days a week)  are possible for the right candidate - Overtime may be required occasionally during peak times - Passionate about continuous adult learning - Ability to evaluate and research training options and alternatives - Ability to design and implement effective training and development. - Proficient in Microsoft Office Word, Excel and Powerpoint  - Strong presentation skills - Public accounting or professional services experience is preferred - Excellent verbal and written communication skills. - Excellent attention to detail
ID
2022-1170
Category
Human Resources
Type
Regular Full-Time
Job Locations US-PA
- Assess clients' current financial situation, goals, and objectives to determine solutions through the financial planning process. Prioritize short term and long-term needs of the client based on the analysis. - Responsible for contributing to the development of sales strategies to grow client base. - Promote and sell the full array of financial services to current and new clients. - Provide immediate responsiveness to all referrals - scheduling meetings and following up on all potential clients. - Responsible for managing pipeline and activities to assure appropriate number of prospect opportunities are in pipeline and moving through sales cycle to meet sales goal. Implement and deliver specific solutions. - Lead client relationship review discussions. Manage and review the relationship on an ongoing basis to ensure client goals and objectives are achieved. - Conduct employee education and enrollment services for group retirement plan clients. - Adhere to applicable compliance/operational risk controls in accordance with regulatory standards and policies. - Maintain internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. - Provide customers with information and advice on purchase or sale of securities, financial services, insurance, and investment plans based on review of professional publications and other financial literature, as well as knowledge of securities market and financial services industry. - Interview customers to determine financial position, resources, assets available to invest, liabilities, cash flow, insurance coverage, tax status, and financial goals. This data is to be analyzed so that a financial plan can be tailored to the needs of the customer. - Recommend financial products and services to clients for investment and insurance purposes. - Apply knowledge of securities, investment plans, insurance, market conditions, and regulations, as well as the financial situation of customers. - Develop and implement annual sales plan designed to achieve desired annual goal. - Communicate regularly with existing clients. - Maintain current knowledge of securities market and financial services industry. - Educate clients on successful investment and estate planning processes.   Required Qualifications: - Bachelor's degree in finance, business, or economics - Minimum of 2 to 5 years’ sales experience in the financial services industry - Proven record of implementing wealth management strategies - NASD Series 7, 63, 65/66 designation, CFP and/or other - Clean Form U-4 - Appropriate Insurance Licenses (not required but preferred) - Extremely adept with numbers and analysis and knowledgable about a wide variety of investing and money management techniques - Strong interpersonal and relationship building skills  
ID
2022-1166
Category
Wealth Advisory Services
Type
Regular Full-Time
Job Locations US
Requirements include, but are not limited to: - Assist managers on all aspects of audit engagements (audit planning, fieldwork, and wrap up) - Analyze and prepare financial statements - Evaluate internal controls - Handle moderately complex audit engagements - Development of audit documents, work papers, and preparation of client documents - Proactively interact with clients to gather information, resolve audit-related problems, make recommendations, etc. - Help others develop professionally through coaching Qualifications include, but are not limited to: - Bachelor’s Degree in accounting or related finance degree - CPA, or working towards certification - 3 to 5 years of current or recent audit experience in public accounting - Personable, ambitious and looking for a career path opportunity - Successful at fostering strong relations built on trust and credibility - Ability to manage multiple projects/task on a timely basis while monitoring time spent - Adept at mee0ting challenging client requirements and deadlines - Excellent verbal, written and interpersonal communication skills - Detail focused and driven to achieve high standards - Must be able to work overtime to meet client needs beyond regularly scheduled work day (evenings and weekends) - A Valid Driver’s License is required - Must be able to travel by car for day and overnight trips – estimated at 40% of the time
ID
2022-1164
Category
Audit
Type
Regular Full-Time
Job Locations US
- Review and manage individual and partnership tax planning, consulting and compliance - Prepare and review complex federal and state income tax returns - Recognize opportunities to provide additional services to new or existing clients - Coach, develop, and mentor staff associates, including interns - Supervise multiple engagements and provide innovative tax planning, consulting, compliance recommendations to clients Qualifications: - Bachelor of Science in Accounting - Master of Science in Taxation preferred, but not required - 3 years of current or recent public accounting experience - 3-5 years of career experience - CPA or must meet exam eligibility and working towards license - Demonstrated knowledge of IRS and other taxing authority regulations and standards - Ability to manage multiple projects/task on a timely basis while monitoring time spent - Adept at meeting challenging client requirements and deadlines - Excellent verbal, written, and interpersonal communication skills - Detail focused and driven to achieve high standards - Proficient in utilizing tax software and overall computer skills
ID
2022-1163
Category
Tax
Type
Regular Full-Time
Job Locations US-PA-Spring House | US-NJ-Marlton
- Manage or assist with multiple engagements and provide innovative tax planning, consulting, compliance recommendations to clients. - Prepare and review complex tax returns, estate planning, etc. - Supervisor or manage team members and review work product for accuracy, completeness, budgets, etc. - Work closely with internal managers and partners to maintain and grow client relationships. - Mentor and coach various levels of tax staff. - Support small to mid-size businesses with accounting and payroll needs - Interact with clients to create, maintain and nurture relationships - Perform inventory control and reconciliation - Bank statement reconciliation - Keep managers informed of progress, and complete assignments in a timely manner Qualifications:   - Bachelor’s Degree in Accounting, or related finance degree - CPA or EA license  - 5 to 7 years of current or recent experience in public accounting - Personable, ambitious and looking for a career path opportunity - Successful at fostering strong relations built on trust and credibility - Ability to manage multiple projects/tasks on a timely basis while monitoring time spent - Adept at meeting challenging client requirements and deadlines - Excellent verbal, written and interpersonal communication skills - Detail focused and driven to achieve high standards - Ability to travel to client and Herbein office locations as needed/scheduled  
ID
2022-1161
Category
Tax
Type
Regular Full-Time
Job Locations US-PA-Spring House | US | US-NJ-Marlton
- Prepare and review complex multi-state business, fiduciary, and individual tax returns   - Develop comprehensive knowledge of client’s business and tax circumstances   - Research and develop year-round tax planning strategies and consultation to meet client needs   - Mentor staff and interns   Qualifications: - Bachelor Degree in Accounting or Finance   - CPA or EA required or meets exam eligibility and is working towards license   - 3 to 5 years of current or recent tax experience   - Demonstrated knowledge of IRS and other taxing authority regulations and standards   - Detail focused and driven to achieve high standards   - Proficient in utilizing tax software and overall computer skills  
ID
2022-1160
Category
Tax
Type
Regular Full-Time
Job Locations US-PA-Spring House | US-NJ-Marlton
Requirements include, but are not limited to: - Assist managers/partners on all aspects of audit engagements (audit planning, fieldwork, and wrap up) - Manager candidates will also participate in the audit planning, fieldwork and wrap up) - Analyze and prepare financial statements - Evaluate internal controls - Handle moderate to complex audit engagements, depending on the level - Development of audit documents, work papers, and preparation of client documents - Proactively interact with clients to gather information, resolve audit-related problems, make recommendations, etc. - Help others develop professionally through coaching - Oversee and review audit engagements  Qualifications: - Bachelor’s Degree in accounting or related finance degree - Active CPA License - Experience requirements based on level (Senior 3 to 5 years - Supervisor 5 - 7 years, Manager 7 - 9 years) - Current or recent audit experience in public accounting working with non-profit clients  - Personable, ambitious and looking for a career path opportunity - Successful at fostering strong relations built on trust and credibility - Ability to manage multiple projects/task on a timely basis while monitoring time spent - Adept at meeting challenging client requirements and deadlines - Excellent verbal, written and interpersonal communication skills - Detail focused and driven to achieve high standards - Must be able to work overtime to meet client needs beyond regularly scheduled work day (evenings and weekends) - A Valid Driver’s License is required  
ID
2022-1159
Category
Audit
Type
Regular Full-Time
Job Locations US-PA-Spring House | US-NJ-Marlton | US
- Perform review and compilation engagements - Analyze and adjust financial information to prepare business tax returns - Prepare individual tax returns - Develop comprehensive knowledge of client’s business and tax circumstances - Research and develop year-round tax planning strategies and consultation to meet client needs - Become familiar with specific clients and begin to identify specific client needs - Keep supervisors informed of progress, and complete assignments in a timely manner - Proactively interact with clients to gather information, resolve problems, make recommendations Qualifications:   - Bachelor’s Degree in Accounting, or related finance degree - CPA, or working towards certification - 2-5 years of current or recent experience in public accounting - Personable, ambitious and looking for a career path opportunity - Successful at fostering strong relations built on trust and credibility - Ability to manage multiple projects/tasks on a timely basis while monitoring time spent - Adept at meeting challenging client requirements and deadlines - Excellent verbal, written and interpersonal communication skills - Detail focused and driven to achieve high standards - Ability to travel to client and Herbein office locations as needed/scheduled  
ID
2022-1158
Category
Small Business
Type
Regular Full-Time
Job Locations US-PA-Allentown | US-PA-Reading
As a member of our Bank Internal Audit team, you will conduct internal control, risk management, and / or compliance reviews and services for our community banking clients. You will be responsible for conducting or assisting in the reviews of assigned financial, operational, or compliance audits to evaluate the adequacy and effectiveness of internal, operational, and regulatory controls within our community banking clients.  - Participate in internal audits of financial institutions by assisting the audit team with the planning and execution of audits in accordance with IIA and industry standards. - Conduct fieldwork and perform audit procedures to identify areas for improvement and develop recommendations based on identification of potential risks relevant to the client. - Perform testing of internal controls and compliance programs based upon FFIEC, SOX, FDICIA, and banking industry standards. - Perform data analytics and analysis to identify areas of enhancement for our community banks’ control environments. - Review and detail test controls in the financial institution’s environment to source documentation. - Prepare work papers that are consistent with IIA standards, as well as, established firm standards. - Assist in providing other risk management services, including risk assessments, model validations, and fraud investigations. - Assist in providing clients with value-added communications and advice to improve efficiencies or optimize internal controls in their environments. - Work in a dynamic and energetic environment, keeping current on trends, risks, and threats in the financial services environment. - Assist in special projects, as required.  Qualifications include: - Bachelor’s degree in Accounting, Business, Management, or equivalent audit knowledge. - 1-4 years of prior recent bank experience or related financial services (banking) experience - General understanding of internal controls, risk management and banking concepts and practices. - Must demonstrate strong verbal and written communication and interpersonal skills. - Solid strategic thinking approach with risk awareness and appropriate judgment. - Able to work in a team-oriented environment. - Able to travel to our regional banking clients in PA, NJ, MD, DE, and NY service area will be required.  - Desire to learn. - Strong project management skills and capable of multi-tasking in a dynamic environment. - Proficient user of Microsoft Office (Excel, Word, and PowerPoint) and Adobe Acrobat. - Experience using data mining tools, including IDEA, a plus. - Applicable certifications, a plus (CFSA, CFE, CRCM, CAMS, CRMA, CFIRS, etc.). - Ability to travel daily up to 90%, with occasional overnight trips, during the year.
ID
2022-1157
Category
FOS
Type
Regular Full-Time
Job Locations US-PA-Allentown | US-PA-Spring House
Responsiblities: - Perform financial analysis of business and financial due diligence for M&A transactions - Prepare business valuation reports - Develop Quality of Earning (QoE) reports for M&A transactions - Develop expert reports for litigation support engagements - Research and develop forensic financial analyses - Deliver technical presentations - Attend business meetings and networking events Qualifications: - Bachelor’s Degree in Accounting or Finance - 2 to 5 years of banking, accounting and / or corporate finance experience - Willingness to obtain a business valuation designation in the future - Excellent analytical skills - Strong verbal and written communication skills - Proficient in MS Office, with advanced skills in Excel - Willingness to sit for and pass the CPA exam is preferred - Willingness and ability to travel overnight and day trips on occasion
ID
2022-1155
Category
Management Advisory Services
Type
Regular Full-Time
Job Locations US-PA-Reading
- Update and deploy computer hardware and software for our employees internally - Provide employees with training and troubleshooting of IT systems and software - Assign new user accounts and email addresses in Active Directory - Administer laptops, desktops, printers, switches, firewalls, phones, cameras, software deployments, security updates and patches - Provide orientation and guidance to users on how to operate new software and computer equipment - Deploy and maintain workstations and virtual servers - Check computer hardware to ensure functionality - Ensure security and privacy of networks and computer systems - Ensure network connectivity throughout the company's LAN and VPN - Organize and schedule upgrades and maintenance without deterring others from completing their work - Perform troubleshooting to diagnose and resolve problems (repair or replace parts, debugging etc. Qualifications: - Bachelor’s degree in Information Technology, or a related field of study - 1-3 years of experience providing help desk support - Experience with Windows 10 troubleshooting and Operating system imaging - Power BI experience is a definite plus - Exceptional interpersonal and customer service skills - Successfully demonstrated an ability to effectively assist others with technology - Ability to work in a fast-paced and high-demand environment - Experience with troubleshooting in Microsoft Office (Word, Excel, Outlook) - Basic knowledge of computer hardware and software - Resourcefulness and problem-solving aptitude - Good organizational skills - Ability to work both independently and as part of a team - Must have basic knowledge of applicable data privacy practices and laws
ID
2022-1154
Category
Information Technology
Type
Regular Full-Time
Job Locations US-PA-Reading | US-PA-Allentown
As a member of our Bank Compliance Audit team, you will provide consulting services and expertise in Bank regulatory compliance (consumer deposit and loan) to assist in targeted compliance monitoring reviews and internal audits associated Bank regulatory compliance.  We operate within a moderately fast-paced culture that is driven by hard work, quality, excellence, transparency, and nimbleness. You will be challenged daily to develop solutions to complex problems, and to manage multiple projects for multiple clients. - Maintain strong knowledge of applicable mortgage compliance laws and regulations. - Become a subject matter expert in key laws and regulations related to Bank regulatory compliance. - Become a subject matter expert on mortgage industry compliance standards (e.g., FNMA, FHLMC, FHA, VA, HUD, and Fair Lending Guidelines) and lending guidelines (e.g., Conventional, FHA, VA, Non-QM, etc.). - Conduct reviews to ensure compliance rules are applied appropriately, fees disclosed properly, and loan documents are produced correctly. - Monitor and analyzes developing trends and changes in applicable consumer-related laws and regulations. Assists management with the implementation of regulatory changes. - Execute fieldwork with appropriate supervision, interacts with all levels of management and performs testing (including walkthroughs), takes ownership to complete clear and well-organized audit work papers that appropriately document the work performed, uses root cause analysis for problem solving and communicates potential issues timely to supervisors and clients. - Evaluate risks of key controls and the effectiveness of the overall control framework, and ensures management has effective and timely control remediation plans. - Formulate appropriate conclusions regarding the adequacy of internal controls and procedures based on the audit work performed and knowledge of Company operations, drafts well written, clear, and concise audit reports and participates in presenting the findings to the Internal Audit Management and Business Management. - Remediation: Monitors the implementation of corrective action plans with first and second lines of defense and presents updates to the findings to Internal Audit Management and Business Management. Qualifications: - Bachelor's degree in Accounting, Finance or MIS, or equivalent audit knowledge. - 1 - 4 years of prior, recent banking compliance experience, ideally a few years of mortgage compliance experience  - 2+ years of experience with residential mortgage servicing, originations, or financial services is a plus. - Ability to travel approximately to our regional banking clients in PA, NJ, MD, DE and NY as needed/required - Must be a self-starter willing to demonstrate leadership, proactivity and team building approach. - Ability to research relevant compliance, industry, and technical matters. - Experience in constructing and evaluating tests of controls, analyzing issues and formatting effective corrective action plans. - Able to work collaboratively as part of a team, while also successfully executing independent assignments. - An articulate and effective communicator able to prepare and deliver detailed oral and written presentations to senior management and interact effectively with regulators and clients. - Ability to effectively handle multiple assignments with minimal supervision while meeting department performance measures. - Ability to organize and coordinate projects for timely delivery. - Excellent verbal and written communication and presentation skills. - Strong technical skills in Microsoft Office (Word, Excel). - Technologically savvy and able to quickly learn how to operate within our client’s various systems. - Must have strong analytical and investigative skills, be able to work independently, and exercise sound judgment and observe the highest degree of confidentiality in the handling audits or investigation information
ID
2022-1151
Category
FOS
Type
Regular Full-Time
Job Locations US-PA-Allentown
- Prepare and review complex multi-state business, fiduciary, and individual tax returns   - Develop comprehensive knowledge of client’s business and tax circumstances   - Research and develop year-round tax planning strategies and consultation to meet client needs   - Mentor staff and interns   - Analyze financial statements and evaluate internal controls - Handle moderately complex tax engagements - Develop tax and audit documents, work papers, and preparation of client documents - Proactively interact with clients to gather information, resolve tax and audit-related problems, make recommendations, etc. - Help others develop professionally through coaching Qualifications: - Bachelor degree in accounting or related field of study - CPA or EA required or meets exam eligibility and is working towards license   - 3 to 5 years of current or recent tax experience   - Demonstrated knowledge of IRS and other taxing authority regulations and standards   - Detail focused and driven to achieve high standards   - Proficient in utilizing tax software and overall computer skills   
ID
2021-1131
Category
Public Accounting
Type
Regular Full-Time
Job Locations US-PA-Spring House | US-NJ-Marlton
- Lead multiple tax engagements to deliver quality tax preparation, research, planning and consulting services for a variety of clients - Review and prepare gift, and fiduciary income tax returns - Estate income tax planning for high net worth clients and their families - Represent clients before tax agencies and follow-up with government authorities as required - Perform estate research & tax analysis and document findings/conclusions - Keep up to date on current tax practices and changes in tax law - Provide exceptional client service as well as develop trusted client relationships - Generate new business and cross selling leads with existing clients - Manage, direct, and monitor multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; and manage to budget - Conduct primary and secondary review of complicated or complex income tax returns including Corporate, S-Corp. partnership, and individual clients  - Consult, work with, and service client to make recommendations on business and process improvement and serve as a business adviser to client - Identify and execute best practices for the firm to ensure sustainability - Other duties as assigned Qualifications: - Bachelor’s degree in accounting or other recognized business credential required - 7-12 years of relevant compliance experience specializing in estate, gift, trust, and tax services - CPA licensure required, Juris Doctorate degree a plus - Excellent verbal and written communication skills - Strong leadership and personnel management skills - Experience with software pertaining to gift tax returns, fiduciary accounting, and income tax returns essential - Experience in Corporate, S-Corp. and partnership returns - Superior analytical and research skills - Capacity to build and maintain strong relationships with internal and client personnel - Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
ID
2021-1120
Category
Tax
Type
Regular Full-Time
Job Locations US-PA-Reading | US-PA-Allentown | US-PA-Spring House | US | US-PA-Pittsburgh
The SALT Manager 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 SALT Manager will network within his/her area of experience and specialization in recognizing potential changes in tax policy and applying those policies to tax compliance. The SALT Manager will work with the Regional Tax Partners and Senior Managers to provide SALT expertise to their clients.  - Manage, direct, and monitor multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; and manage to budget.  - Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews.  - Conduct primary and secondary review of complicated or complex income tax returns including Corporate, S-Corp., partnership, and individual clients.  - Maintain active communication with clients to manage expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts effectively.  - Consult, work with, and service client to make recommendations on business and process improvement and serve as a business adviser to client.  - Other duties as assigned Qualifications: - Bachelor's degree in Accounting and a CPA. - More than seven (7) years of prior experience in state and local/multistate experience. - Prior experience supervising tax professionals on a project or engagement basis. - Prior experience preparing and/or reviewing tax provisions preferred. - Experience working for a regional / national tax firm preferred. - Excellent oral and written communication skills. - Superior analytical and research skills. - Solid organizational skills especially ability to meet project deadlines with a focus on details. - Executive presence and ability to act as primary contact on assigned engagements. - Ability to successfully interact with professionals at all levels.
ID
2021-1115
Category
Tax
Type
Regular Full-Time
Job Locations US-PA-Allison Park | US-PA-Pittsburgh | US-PA-Greensburg
- Preparation of corporate and individual tax returns - Assist with research and assignments involving tax theory and concepts - Assist with research and handle assignments involving basic tax issues in the areas of corporate, partnership, individual, payroll and sales tax - Participate in meeting client deadlines - Become familiar with specific clients and begin to identify specific client needs - Keep supervisors informed of progress, and complete assignments in a timely manner - Proactively interact with clients to gather information, resolve problems, make recommendations - Mentor staff and interns   Qualifications:   - Bachelor’s Degree in Accounting or Finance - Taking steps towards achieving career designations (CPA, EA, etc.) - Experience requirements (Advanced Staff 1 to 3 years, Senior 3 to 5 years) - Personable, ambitious, and looking for a career path opportunity - Able to foster strong relations built on trust and credibility - Focused on meeting client requirements and deadlines - Excellent verbal, written, and interpersonal communication skills - Detail focused and driven to achieve high standards - Experience utilizing tax software and overall computer skills    - Proficient with Microsoft Office products - Must be able to work overtime to meet client needs beyond regularly scheduled workday (evenings and weekends)
ID
2021-1109
Category
Tax
Type
Regular Full-Time
Job Locations US-PA-Pittsburgh | US-PA-Allison Park | US-PA-Greensburg
- Preparation of corporate and individual tax returns - Assist with research and assignments involving tax theory and concepts - Assist with research and handle assignments involving basic tax issues in the areas of corporate, partnership, individual, payroll and sales tax - Participate in meeting client deadlines - Become familiar with specific clients and begin to identify specific client needs - Keep supervisors informed of progress, and complete assignments in a timely manner - Proactively interact with clients to gather information, resolve problems, make recommendations - Mentor staff and interns   Qualifications:   - Bachelor’s Degree in Accounting or Finance - Taking steps towards achieving career designations (CPA, EA, etc.) - Experience requirements (Advanced Staff 1 to 3 years, Senior 3 to 5 years) - Personable, ambitious, and looking for a career path opportunity - Able to foster strong relations built on trust and credibility - Focused on meeting client requirements and deadlines - Excellent verbal, written, and interpersonal communication skills - Detail focused and driven to achieve high standards - Experience utilizing tax software and overall computer skills    - Proficient with Microsoft Office products - Must be able to work overtime to meet client needs beyond regularly scheduled workday (evenings and weekends)  
ID
2021-1108
Category
Tax
Type
Regular Full-Time
Job Locations US-PA-Pittsburgh | US-PA-Allison Park | US-PA-Greensburg
- Analyze or assists on analyzing and preparing financial statements - Evaluate internal controls or assisting on evaluating - Handle moderate to complex audit engagements, depending on the level - Development of audit documents, work papers, and preparation of client documents - Proactively interact with clients to gather information, resolve audit-related problems, make recommendations, etc. - Help others develop professionally through coaching Qualifications: - Bachelor’s Degree in accounting or related finance degree - CPA, or working towards certification - Experience requirements based on level (Advanced Staff 1 to 2 years, Senior 3 to 5 years) - Personable, ambitious and looking for a career path opportunity - Successful at fostering strong relations built on trust and credibility - Ability to manage multiple projects/task on a timely basis while monitoring time spent - Adept at meeting challenging client requirements and deadlines - Excellent verbal, written and interpersonal communication skills - Detail focused and driven to achieve high standards - Must be able to work overtime to meet client needs beyond regularly scheduled work day (evenings and weekends) - A Valid Driver’s License is required - Must be able to travel by car for day and overnight trips – estimated at 40% of the time  
ID
2021-1107
Category
Audit
Type
Regular Full-Time