• Provide clients with tax compliance and consulting services related to protecting their tax-exempt status
• Prepare and/or review tax returns for exempt organizations and their taxable affiliates (Forms 990/1120)
• Leverage your project management, analytical, interpersonal, and communication abilities
• Lead and develop tax staff in a fast-paced, dynamic environment
• Consult with market and Firm leaders
• Network within the community and client industries

Senior Tax Associate – Nonprofit

Controller

• Provide leadership to the accounting team
• Prepare and oversee financial statements
• Ensure accurate financial reporting in compliance with U.S. GAAP
• Oversee the monthly close of the General Ledger
• Coordinate the annual audit process with external auditors
• Develop and implement financial policies and internal controls
• Oversee accounts payable processes and payroll operations
• Monitor cash flow and manage budgeting activities
• Assist in strategic financial planning and risk management initiatives
• Collaborate with the CFO and executive leadership on financial strategies

Payroll

• Lead and oversee the end-to-end payroll process, ensuring timely, accurate, and compliant payroll delivery across the organization and its subsidiaries
• Provide leadership, coaching, and development to a team of payroll professionals, fostering accountability and continuous growth
• Ensure all payroll transactions — including new hires, terminations, and compensation changes — are processed accurately and efficiently
• Serve as the primary point of contact for payroll-related inquiries, delivering responsive and high-quality support to employees and leadership
• Monitor and ensure compliance with all federal, state, and local payroll laws and regulations, proactively implementing updates as needed
• Prepare and review payroll-related filings and reporting, including tax payments, year-end forms, and required regulatory documentation
• Identify opportunities for process improvements to enhance payroll accuracy, efficiency, and overall service delivery
• Maintain and optimize payroll systems and tools to support business needs and scalability
• Collaborate cross-functionally with HR, People & Culture, Benefits, and IT teams to ensure seamless payroll operations and system integration

Payroll Manager

Systems Engineer

• Assess target company IT environments, including infrastructure, applications, and data architecture
• Develop detailed system inventories, data flow diagrams, and integration requirements for acquired entities
• Analyze business processes to determine system impacts and required changes
• Coordinate system migrations, data conversions, and application rationalization
• Analyze acquired firms’ application landscapes and assess compatibility, risks, and integration strategies
• Support data migration, system consolidation, and application rationalization efforts
• Coordinate with internal IT teams and external vendors to ensure successful system transitions
• Become familiar with public accounting software, including: CCH (Axcess Suite, Engagement, etc.), Thomson Reuters (GoFileRoom, Safesend, SurePrep, etc.)

Systems Analyst

Operations

• Manage and triage a steady stream of Workday support requests; analyze, resolve, document, and close tickets in a timely manner.
• Operate within established governance and intake processes; adhere to SLAs and escalation paths.
• Work inside a live Workday environment to execute configuration & maintenance tasks:
• Maintain and optimize the Business Process Framework
• Configure condition rules and validations
• Manage notifications and alerts
• Create and adjust calculated fields
• Develop and refine custom reports
• Perform security updates by domain and role-based access; execute EIB loads and corrections.
• Support regression testing for Workday R1/R2 releases.
• Stabilization Support: Assist with post-implementation cleanup and optimization
• Identify repeat issues and recommend structural fixes
• Support data integrity audits and reconciliation efforts
• Partner with People & Culture (P&C) and Payroll to reduce friction points
• Documentation: produce clear, professional documentation for changes, resolutions, and processes.
• Maintain a customer-focused mindset, ensuring operations run cleanly and disruptions are minimized.

Workday Operations Support – Temporary

Financial Planning and Analysis

• Support the performance of engagements by managing and delivering timely and accurate governmental accounting including the implementation of new accounting standards, account reconciliations and financial statement closing procedures, financial statement preparation, and on-demand government accounting support.
• Planning, managing, and performing a variety of engagements including but not limited to: Account and Financial Close and Reconciliation Assistance, ACFR Preparation, Implementation of New Accounting Standards, Accounting Analysis Related to Compliance with Laws and Regulations, Ongoing Best Practice and High-Performance Government Accounting Support
• Assessing and evaluating client accounting challenges, developing tailored advisory solutions and establishing the timeline and scope of engagements
• Evaluating complex governmental accounting situations and determining the appropriate treatment under GAAP
• Reviewing Annual Comprehensive Financial Report (ACFR) for accuracy and completeness against benchmarks such as GFOA’s ACFR review checklist
• Identifying best practices or other recommendations in clients account reconciliation or other financial processes and develop and executive level report of the findings
• Providing status updates to client leadership on the current status of tasks and any findings or recommendations identified
• Overseeing firm objectives (engagement economics) and manage resources to ensure that established goals are met on each project assigned
• Ensuring team is up to date on related governmental accounting pronouncements and industry developments and assisting with supervision of team members as assigned, including staff professional development, training, and performance evaluation utilizing firm developed tools and processes
• Developing one or more areas of technical specialization and begin to serve as a technical consultant, both internally and externally
• Developing content such as articles, podcasts, or webinars on governmental accounting matters to build brand recognition of GPS accounting advisory group
• Serving as a trusted advisor to clients, identifying opportunities for expanded services
• Developing outside relationships with a goal to foster long-term business development

CFO Advisory, Manager – GPS State & Local Gov't

General

• Manage the Tax department resource pool, tracking utilization, capacity, and staffing needs across tax services
• Collaborate with Tax Directors, Engagement Partners, and Project Managers to forecast staffing requirements and assign resources to engagements
• Monitor engagement milestones, deadlines, and workload balance; identify and escalate risks to leadership
• Maintain accurate staffing analytics and dashboards; provide regular reports to help with capacity planning and budgeting
• Facilitate onboarding, ramp-up, and ongoing development of personnel; support timesheet accuracy and compliance
• Coordinate with Recruiting and HR to fill resource gaps; support peak-season planning and cross-training initiatives
• Maintain and organize knowledge resources, standard tax workflows, and best practices to improve efficiency
• Serve as a liaison between Tax teams and other functions (Finance, IT, Quality & Risk) to support cross-functional collaboration
• Troubleshoot resource-related issues (availability, skills gaps) and recommend process improvements
• Ensure effective use of workload management tools and time-entry systems; champion data integrity

Resource Coordinator

IT Support

• Manage client relationships and oversee engagement management
• Assist clients with financial close processes, including improving month-end and year-end close cycles for not-for-profit entities
• Support accounting transitions and special projects, such as cash-to-accrual accounting, opening balance sheet preparation, consolidation accounting, and other transaction or reporting needs
• Assist clients with preparing for financial statement audits, Single Audits, and compliance audits
• Lead technical accounting projects related to ASC 958 (Not-for-Profit Entities), revenue recognition (ASC 606 with contributions vs. exchange transactions), leases (ASC 842), and other relevant standards
• Provide guidance on net asset classification (with and without donor restrictions), grant accounting, and contribution revenue recognition
• Support the preparation and review of financial statements, footnotes, reconciliations, and accounting memos tailored to not-for-profit reporting requirements
• Provide recommendations related to finance policies, procedures, and operating model support
• Support clients with internal financial reporting, budgeting, forecasting, and cash management
• Provide guidance to clients on finance systems, reporting tools, and related process improvements, including implementation support, system optimization, and data/reporting needs
• Assist clients with information and reporting needs related to Form 990 and other state or federal reporting requirements, as needed
• Support clients by identifying opportunities to improve internal controls, governance, and financial processes

CFO Advisory, Not-for-Profit Manager

• Prepare, process, and code Accounts Payable (AP) and Accounts Receivable (AR) transactions
• Support month‑end, quarter‑end, and year‑end close
• Identify trends and insights through KPI tracking
• Participate in onboarding clients into various ERP and cloud‑based accounting systems

Senior Accountant – Not-for-Profit, Finance & Accounting Outsourcing

• Execute federal and state tax due diligence on M&A transactions, including identification and quantification of historical tax exposures across income, sales and use, payroll and unclaimed property
• Analyze target tax attributes and model the impact of transaction structuring alternatives — including Section 338(h)(10) and 336(e) elections, Section 382 limitations on net operating loss (NOL) utilization, basis step-ups, Section 704(c) built-in gain or loss allocations and Section 751 hot asset considerations
• Review target tax profiles across entity types, including consolidated C corporation groups, S corporations, partnerships, LLCs and pass-through structures
• Draft tax diligence reports, structuring memoranda and step plans suitable for delivery to PE deal teams, lenders and legal counsel
• Coordinate with internal and external workstream leads — financial due diligence, valuation, legal and quality of earnings providers — to deliver an integrated view of deal risk
• Support transaction execution, including review of purchase agreement tax provisions (representations, indemnities, tax matters, Section 338(h)(10) language) and post-close integration planning
• Manage day-to-day client communication on assigned workstreams and present findings directly to deal team leads

Senior Associate, Transaction Tax

Manager

• Work closely with Partners and Directors to manage activities of buy-side and sell-side financial and tax due diligence engagements across a wide array of industries
• Perform quality of earnings, quality of assets and working capital analyses by interviewing management, and analyzing & synthesizing data to identify historical and future financial and operational trends that provide insights in the deal negotiation process
• Develop relationships with client’s senior-leadership teams and target company executives
• Communicate due diligence findings in a formal report
• Supervise junior staff and provide performance review feedback

Deal Advisory Manager

Associate

• Perform buy-side and sell-side accounting and financial due diligence engagements
• Develop relationships with clients and engage in effective interactions with target company executives
• Perform quality of earnings and working capital analyses
• Identify and evaluate matters that potentially impact enterprise value and the purchase or sales price
• Identify and evaluate financial and operational trends of target companies
• Communicate effectively, both verbal and written, our due diligence findings

Senior Associate, Deal Advisory

Project Manager

• Lead and own end-to-end M&A integration project plans, including milestones, timelines, dependencies, and deliverables from diligence through post-close stabilization
• Drive execution across distributed, cross-functional teams—ensuring accountability, follow-through, and progress against critical milestones in a remote environment
• Proactively identify risks, issues, and delays, and escalate with clear recommendations to keep integrations on track
• Establish and manage integration governance, including virtual workstream check-ins, executive updates, and decision forums
• Coordinate integration activities across Finance, Legal, IT, Operations, People & Culture, Client Service, and Go-to-Market teams
• Deliver clear, concise, executive-ready reporting on progress, risks, and upcoming milestones
• Partner closely with senior leadership to align priorities, remove blockers, and ensure successful integration outcomes

M&A Integration Project Manager

• Lead end-to-end ERP project delivery using agile frameworks and sprint-based methodologies, from project initiation through go-live and hypercare.
• Build and maintain project plans, sprint plans, risk registers, and lessons-learned documentation throughout the engagement.
• Facilitate client workshops, sprint reviews, retrospectives, and executive steering committee meetings with clarity and confidence.
• Manage scope, change requests, and contract adherence—escalating risks early and proposing practical mitigation strategies.
• Collaborate with the Resource Manager and practice leads to ensure the right expertise is assigned at the right time.
• Serve as a servant leader to your project team—fostering psychological safety, coaching team members, and maintaining morale through the peaks and valleys of a long-haul implementation.
• Translate technical concepts for non-technical stakeholders and business requirements for technical teams.
• Maintain strong project health metrics and provide transparent, timely reporting to internal leadership and clients.

ERP Project Manager

Implementation Specialist

• Apply Retail and POS expertise to identify and deliver solutions
• Elicit Retail and POS requirements from stakeholders
• Analyze client Retail and POS business requirements
• Prepare and develop high-level solutions
• Configure Retail and POS systems based on business needs
• Recommend enhancements for Retail and POS systems

CBH