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2019 Spring Spectrum
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NABA Tampa Bay News


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Volunteer Opportunity - Volunteer Income Tax Assistance Program!
As we embark upon a new year, a new tax season will be well underway very soon! Every year, our local NABA chapter works with an IRS Volunteer Income Tax Assistance (VITA) program to aid local community organizations to offer free tax help to low and moderate-income individuals and families that need assistance in preparing their own tax returns. LEARN MORE

2019 Southern Region Student Conference Dates and Location Announced
The 40th Annual NABA Southern Region Student Conference will be held in Atlanta, GA at the Sheraton Atlanta Hotel, September 19 - 21, 2019. LEARN MORE

Create Your NABA eLearning Account Today!
The partnership between NABA and the Business Learning Institute (BLI) brings the nation’s premier learning and CPE content to your fingerprints. Like NABA, BLI is committed to the career success of our members. LEARN MORE

Need Help Preparing to Take the CPA Exam? The NABA National CPA Review Program is for You!
Passing the CPA Exam is not just a rite of passage in the accounting profession but also a major stepping-stone for your career, opening doors to new job opportunities. NABA is partnering with Wiley to provide a CPA review program to help you efficiently prepare for and pass the CPA Exam. LEARN MORE

NABA College Pipeline Initiative (CPI): Your Pathway to Professional Membership for Graduating Seniors
Is this your last year of undergraduate or graduate studies? Have you been engaged as NABA student? Transitioning from a student member to a professional member is easy and, best of all, it’s FREE. That’s a savings of $200! LEARN MORE

NABA Tampa Bay Events
Please continue to check the website to see upcoming chapter events.

About True Partners Consulting

True Partners Consulting is a world-class tax and business advisory firm. Our key advantage is our people who deliver the most intelligent and professional results to our clients. We focus on recruiting, developing, and retaining the best and brightest talent by creating a collegial culture that supports our people and provides them opportunities and resources to achieve their career goals.

We are currently seeking a highly motivated individual with proven business, technical and leadership qualities to apply for the following role:

Intern - Tax Consultant (Summer 2022)

Chicago/New York/Tampa/San Jose | Chicago/New York/Tampa/San Jose, IL

Intern - Tax Consultant

An internship with True Partners Consulting provides students the opportunity to gain real-world experiences in an entrepreneurial, collaborative, and team-based environment. Our interns receive training from seasoned professionals to provide value to our clients and will engage in giving back to our community.

During the course of your internship, you will be involved in training in various areas of taxation to prepare you for consulting projects and participate in team-building activities. Through your growing understanding of tax concepts, you will collaborate with the engagement team to prepare effective approaches to client tax situations.

We offer a casual environment with direct access to upper management. The intern program is designed to maximize your exposure to the work and clients of True Partners. Our internship program has proven to be a pipeline for potential full-time employment.

Knowledge, Skills, and Abilities

In addition to the above the successful candidate will have the following characteristics:

  • Students pursuing accounting and/or finance degree
  • Strong academic credentials
  • Excellent verbal and written communication skills
  • Strong analytical skills
  • Works well in team-based environments
  • Attention to detail, the ability to balance multiple projects at the same time, and a willingness to work hard
  • Experience using Microsoft Word, Excel, and PowerPoint

True Partners Consulting is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

View Job Details


Intern - Tax Consultant (Fall 2022)

San Jose/Tampa | San Jose/Tampa, FL

Intern - Tax Consultant

An internship with True Partners Consulting provides students the opportunity to gain real-world experiences in an entrepreneurial, collaborative, and team-based environment. Our interns receive training from seasoned professionals to provide value to our clients and will engage in giving back to our community.

During the course of your internship, you will be involved in training in various areas of taxation to prepare you for consulting projects and participate in team-building activities. Through your growing understanding of tax concepts, you will collaborate with the engagement team to prepare effective approaches to client tax situations.

We offer a casual environment with direct access to upper management. The intern program is designed to maximize your exposure to the work and clients of True Partners. Our internship program has proven to be a pipeline for potential full-time employment.

Knowledge, Skills, and Abilities

In addition to the above the successful candidate will have the following characteristics:

• Students pursuing accounting and/or finance degree

• Strong academic credentials

• Excellent verbal and written communication skills

• Strong analytical skills

• Works well in team-based environments

• Attention to detail, the ability to balance multiple projects at the same time, and a willingness to work hard

• Experience using Microsoft Word, Excel, and PowerPoint

True Partners Consulting is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

View Job Details




About Dixon Hughes Goodman LLP

Ranking among the top 20 in the nation, DHG is a leading professional services firm offering assurance, tax, and advisory services for clients in all 50 states and internationally. Our strength lies in the integration of our technical knowledge, industry intelligence, and future-focused approach. Together, these principles drive our purpose: to help clients achieve their goals today and tomorrow.

With more than 2,000 professionals across the United States and in the United Kingdom, DHG is passionate about creating unparalleled client experiences that are as personal as they are productive. We listen, collaborate, and innovate to support and enrich our clients and the communities they serve.

Audit Manager, Banking

Tampa, FL

Responsibilities

  • Coordinates with the Senior Manager, or Partner on all phases of the engagement, including the execution of the engagement letter, communications with the client, staffing requirements, job planning, and scheduling
  • Reviews work papers, financial statements, and other documents, responsible for finalizing all client documents, may prepare more complex audit areas
  • Draft audit reports and present audit reports to management and Board of clients
  • Perform audit procedures as well as delegate work to staff according to their experience and capabilities in conformance with the planning documents 
  • Provide overall leadership, supervision, training, and performance feedback to staff
  • Develop business by expanding existing relationships with clients, maintaining personal networks, and participating in civic, business, and professional organizations
  • Must monitor changing compliance regulations and update audit programs accordingly
  • Travel to client sites is required

Qualifications

  • 4-10 years of external audit experience required
  • Excellent MS Office experience preferred
  • Previous financial institution industry audit experience strongly preferred
  • SEC Experience strongly preferred
  • BS from an accredited university required
  • Masters in Accounting preferred
  • Knowledge of Accounting Software Systems is preferred
  • CPA Certification required

https://careers-dhg.icims.com/jobs/8092/audit-manager%2c-banking/job?mode=view

Audit Senior Associate ***Sign on bonus offer for those that are Hired by 10/31/2021***
Tampa, FL

Responsibilities

  • Serves the needs of the client by planning and performing audits, in addition to any other related client needs
  • Coordinates with the Engagement Team, Manager, Senior Manager, and Partner on all phases of the engagement, including the execution of the engagement letter, communications with the client, staffing requirements, job planning, and scheduling
  • Exercises independent thinking skills by making decisions related to engagements to include assessment of engagement risks, determining which procedures to perform to arrive at a desired level of assurance, and evaluating evidence
  • Evaluates the client’s system of internal control, and conducts the engagement plan, preparation, and execution
  • Promptly brings to the attention of the Manager, Senior Manager, or Partner any significant findings or questions that involve accounting principles or financial statement presentation
  • Human relations skills to deal effectively with visitors, clients, staff, and/or co-workers in a professional manner
  • Professional demeanor towards duties and responsibilities, particularly with regard to independence, professional ethics, and the exercise of professional judgment
  • Must be reliable and able to meet deadlines
  • Strong organizational, time management, and interpersonal skills

Qualifications

  • BA or BS in Accounting or related field required, Masters Degree preferred
  • Minimum of 2 years of professional-level accounting experience required
  • External audit experience preferred
  • Experience auditing publicly traded companies preferred
  • CPA or CPA candidate preferred
  • Thorough knowledge of accounting principles, practices, and procedures on
  • manual and automated systems required
  • Thorough working knowledge of MS Office: Word, Excel, and Outlook required
  • Ability to perform multiple tasks concurrently with ease and professionalism required
  • Ability to travel required

https://careers-dhg.icims.com/jobs/8328/audit-senior-associate--***sign-on-bonus-offered-for-those-that-are-hired-by-8-31-2021***/job?mode=view

Manager, Transaction Advisory Services
Tampa, FL

Responsibilities

Middle market companies involved in mergers and acquisitions face unique and complicated challenges with each transaction; DHG advises these companies across numerous industries throughout the transaction process, allowing them to proceed, renegotiate, restructure or withdraw from these transactions. A career with DHG Transaction Advisory will offer you the chance to be involved in one of the premier middle-market deal advisory practices in the US. The DHG Transaction Advisory team provides a challenging, rewarding, and entrepreneurial opportunity for individuals to improve their skillset and career trajectory. Start carving the career you want to be on by applying today if you are looking for a challenging and fast-paced environment that provides the chance to work with DHG leaders as well as high-profile clients like corporate strategic buyers, private equity funds, family offices, mezzanine lenders and other financial investors.

  • Participate in buy-side and sell-side financial due diligence engagements with both private equity and strategic corporate buyers 
  • Perform (i) quality of earning,s (ii) working capital, and (iii) debt and debt-like items analyses
  • Analyze the financial operations of the target companies and identity issues that may impact the purchase price
  • Understand and evaluate financial and operational trends of target companies
  • Lead diligence meetings with target company management team
  • Communicate due diligence findings in a formal report
  • Supervise senior associates and provide performance review feedback
  • Develop and maintain strong client relationships/project management
  • Excellent communication skills (both oral and written)
  • Manage multiple tasks/projects at a time
  • Will have the hybrid flexibility to work with our private equity advisory process improvement team if desired
  • Will travel regularly (approximately 30%)

Qualifications

  • Bachelor's degree in Accounting, Business Administration, Finance or equivalent required 
  • 5+ years of recent transaction advisory, audit, or other relevant experience required
  • Transaction Advisory experience required
  • Previous experience in a consulting or top 20 public accounting firm preferred
  • Current CPA license preferred
  • 1+ years of supervisory experience preferred
  • Demonstrated career achievements and academic excellence preferred

https://careers-dhg.icims.com/jobs/8222/manager%2c-transaction-advisory-services/job?mode=view

 Audit Manager, Insurance
Tampa, FL

Responsibilities

Insurance enterprises across all sectors and lines of business face an evolving landscape of product, technology, and corporate innovation. Delivering solutions requires a proactive and nimble approach. A career with DHG Insurance will allow you the opportunity to be part of one of the premier industry practices in the US. DHG Insurance offers a hybrid approach by allowing each employee to serve clients in both an audit and advisory capacity. Focusing exclusively on the industry provides career acceleration through challenging, rewarding, and enriched client experiences as you maximize your skillset and expertise. Apply today if you are looking for a challenging and fast-paced environment that provides the chance to work directly with DHG leaders as well as high-profile clients.

  • Provide timely, high-quality client service that meets or exceeds client expectations, while developing and maintaining productive working relationships with client personnel and assessing client satisfaction
  • Develop and review audit plans and lead execution of audit strategies while proactively managing all aspects associated with audit engagements (planning, fieldwork, and completion) and other attest and/or advisory projects that may arise
  • Manage completion and review of engagement planning, audit procedures, and reporting deliverables prior to delivery and review by the engagement partner
  • Direct all activities within the audit and non-audit related projects, including communicating with client management, coordinating the work of other team members, completing and monitoring fieldwork progress, and providing updates to the client, Senior Managers, and Partners
  • Demonstrate a broad understanding of complex accounting and auditing concepts, with the ability to apply them to specific client situations
  • Evaluate internal control systems and policies and procedures; making recommendations for improvement
  • Provide day-to-day guidance and oversight of staff working on your engagements; actively working to promote and recognize areas for staff to enhance their performance and looking to gain efficiency by leveraging staff strengths
  • Contribute to our positive, team-oriented culture by maintaining cooperative relationships, sharing information, and accepting and providing constructive feedback
  • At all times, maintain an executive presence and professional demeanor, reflective of the Firm
  • Excellent oral, written, and presentation skills to effectively communicate with all levels of management and staff 
  • Sound judgment with the ability to make decisions in an effective and efficient manner
  • Ability to develop and maintain ongoing collaborative relationships with team members and clients

Qualifications

  • Bachelor's Degree required
  • 5+ years of recent accounting experience required, preferably in an internal or external financial audit role
  • Public Accounting experience preferred
  • Experience within the insurance industry preferred 
  • CPA license in good standing required
  • Ability to travel required
  • Current knowledge of generally accepted accounting principles required
  • Current knowledge of statutory accounting principles highly preferred
  • Supervisory experience required
  • Ability to effectively manage staff with multiple assignments and priorities while meeting deadlines required
  • Demonstrated understanding, purpose, and deployment of risk assessment and auditing methodologies required
  • Demonstrated analytical and research skills with an emphasis on quality preferred

https://careers-dhg.icims.com/jobs/8310/audit-manager%2c-insurance/job?mode=view

 Sales and Use Tax Senior Manager
Tampa, FL

Responsibilities

At DHG, this role will lead in the identification of and the delivery of complex tax projects, including tax compliance, SUT process review and automation, tax audit defense, and tax research related to the application of state and local tax laws. 

  • Contribute to the development and growth of a consultative sales tax practice
  • Develop strong relationships with clients as their trusted advisors for indirect tax issues
  • Lead, motivate and mentor a team of professionals
  • Manage large complex projects to meet deadlines within budget
  • Identify refund opportunities
  • Assist with and address various sales tax issues across multiple lines of business and geographies
  • Monitor business and law changes for potential impacts on clients
  • Oversee and effectively resolve sales and use tax audits
  • Prepare and/or oversee outsourced sales and use tax compliance function engagements
  • Evaluate the effectiveness of clients' business processes related to sales and use tax functions
  • Assist with other projects, tasks, and research (including tax department projects outside of the area of sales and use tax) as required
  • Provide analytical and problem resolution skills to manage and reconcile large volumes of transactional data for internal and external reporting
  • Make reasonable taxability decisions and determinations based on research, industry trends, and changing tax laws that may impact customers, vendors, and tax jurisdictions

Qualifications

  • BS/BA in Accounting, Finance, or related field required; Advanced degree in business, tax, or law strongly preferred
  • 7 - 15 years of public accounting or state DOR tax experience, or equivalent industry experience required 
  • CPA, eligible to sit for the CPA examination, or equivalent professional designation such as CMI preferred 
  • Proven leadership and project management skills required
  • Excellent written and verbal communication skills, including the ability to communicate effectively with team members and clients required
  • Sales tax technology skills (Vertex, Sabrix, Avalara, or similar) required

https://careers-dhg.icims.com/jobs/8396/sales-and-use-tax-senior-manager/job?mode=view



Company Summary

Joining AssuredPartners offers you the opportunity to excel at one of the fastest-growing independent companies in the industry.  You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust.  While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality.  As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development.  Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry.  You can learn more about our career paths and support for DEI initiatives in the industry.  You can learn more about our career paths and support for DEI initiatives here: https://www.assuredpartners.com/Careers.

Accounting Leadership Development Program
Tampa, FL

Job Summary

If you have recently graduated or will be graduating soon, our Accounting Leadership Development Program (ALDP) is for you. Think of this as your career fast-track. Our associates enjoy a rotational experience that not only gives them exposure to multiple areas within our business, but also a path to advancement within the organization. During your time with us, you'll be encouraged and challenged as you develop into a well-rounded, forward-thinking leader, with the skills and subject matter expertise necessary to succeed in any role within the accounting field.

The Ideal Candidate

  • You are a leader-in-the-making and thrive in a fast-paced environment.
  • Strong communication and project management skills are part of your core toolkit.
  • You are a strong problem solver who is analytical and able to think creatively.

Responsibilities

Essential Duties and Responsibilities:

Please note that the duties below can vary based on the workflow of your local office.

  • Assists Controller in meeting all deadlines associated with month-end close and day-to-day transactions leading up to month close. This will include financial statement preparation and review with various supporting schedules for the region.
  • Responsible for completion of monthly internal reports, forecasting trend analysis, and budgeting variance analysis for management.
  • Assists with budget preparation for all entities
  • Files all non-income tax returns as needed
  • Processes and understands the balance sheet and income statement
  • Processes and understand client/customer accounts receivable and insurance market/vendor accounts payable
  • General Ledger reconciliations including bank account reconciliations
  • Relocation is required after successful completion of the program. Relocation agreement must be signed to be eligible to participate.
  • Other duties as assigned


Qualifications
 

Minimum Qualifications, Education, and/or Experience:

  • High school degree required. Bachelor’s degree preferred in accounting, finance, business, or a related field; or 1-2 years of experience.
  • Experience with Microsoft Office Suite. Must be intermediate with Excel.
  • Excellent communication skills and ability to adapt

Additional details:

  • Upon successful completion of the twelve-month program, participants must be open to relocation and will be guaranteed an accounting leadership position within the company.
  • Relocation will be mutually agreed upon by both team member and leadership.
  • Relocation assistance and temporary corporate housing will also be available.
  • Annual base salary for the Accounting Leadership Development Program is $50,000.
  • An end-of-program $1,000 bonus will also be available, subject to successful completion of the program.
  • Travel opportunities to Home Office during kickoff and mid-program.

EEOC Statement

AssuredPartners is committed to embracing diversity, equity, and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives, and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!     

ALDP - Tampa


Seminole Electric Co-operative Inc.

Senior Internal Auditor

Full Job Description

Position Summary Description
Perform internal audit engagements and projects within established timelines and budgets. Assist in annual risk assessment activities, as appropriate, including leading interviews and/or survey processes. Review and assess the adequacy and application of accounting, financial, and other operating controls, recommending improvements as necessary.


Qualifications and Education Requirements
Bachelor’s degree in accounting, business, engineering, or management required. Certified Public Accountant (CPA), Certified Internal Auditor (CIA), or Certified Information Systems Auditor (CISA) designation preferred. Four (4) years of experience in internal auditing or public accounting (audit) is required.

Core Competencies: Adaptable, Collaborative, Conscientious, Critical-Thinking, Outcome-Driven and Professional
Technical Competencies/Skills:

  • Proficiency with relevant accounting and auditing concepts and techniques, including COSO, GAAP, GAGAS, FERC, FASB and IIA standards
  • Electric utility industry experience is preferred, but not required
  • Proficiency with Microsoft Office applications
  • Soft Competencies/Skills:
  • Effective verbal/nonverbal, listening and written communications
  • Planning
  • Leadership
  • Relationship-building
  • Coaching
  • Organization
  • Analytical
  • Project management
  • Attention to detail

Essential Functions

  • Conduct high quality, professional day-to-day execution of internal audit engagements and projects within established timelines and budgets.
  • Evaluate key risks and internal controls, develop audit programs and risk & control matrices (including adapting an audit program to suit the client’s specific environment and designing controls evaluation and testing work plans to address risks within assigned areas of the audit), benchmark financial and operational processes and controls, and identify opportunities for efficiencies and performance improvement based on leading practice.
  • Communicate findings and recommendations to senior management and client personnel.
  • Assist in annual risk assessment activities, as appropriate, including leading interviews and survey processes with senior management and client personnel.
  • Conduct audit entrance and exit conferences.
  • Draft internal audit reports and other audit deliverables.
  • Document processes and sub-processes in the form of walkthroughs, narratives, and flow charts for audit areas in scope as applicable.
  • Lead interactions with clients to ensure the information/communication flow from the client to the audit team is efficient and effective; collaborate directly with clients and identify client concerns through building solid relationships; and work with client in an organized and knowledgeable manner.
  • Organize and maintain client documentation in a manner safe and confidential manner.
  • Use available technical resources to research and expand one's sphere of knowledge to enhance audit value; remain up-to-date on industry trends and share the knowledge amongst the team where applicable.
  • Prioritize and complete tasks; communicate potential conflicts to managers and teams.
  • Coach and mentor staff auditors; provide constructive on-the-job feedback/coaching to team members.
  • Perform other duties as applicable to the position or as assigned.

Physical Requirements
Must be able to follow established protective measures including, wearing required personal protective equipment (PPE). Must possess a valid driver’s license and acceptable Motor Vehicle Report.


Working Conditions
Limited travel and work outside of normal business hours. While working in certain areas of the plant there is the potential for exposure to hazards typical of an industrial working environment.

Click on the link below:
https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=63c8eb61-8f10-4ecf-bbae-279ca27342ae&ccId=9200055896920_2&type=JS&lang=en_US


Disclaimer - Management may modify this job description at any time and may require the performance of additional duties,

or modification of physical requirements, with or without advance notice.”