Accounting & Finance jobs in Santa Ana, CaliforniaCreate job alerts

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Description Senior Treasury Operations Analyst ABOUT GOLDEN STATE FOODS Golden State Foods is a distinguished leader in the food service industry, offering an extensive array of products and services to a diverse clientele. Rooted in the values of quality service and integrity, we are dedicated to creating a supportive and inclusive atmosphere where employees can advance, innovate, and contribute to our ongoing success. ABOUT THE JOB JOB SUMMARY: This position contributes to the company’s success by ensuring efficient cash management on a daily basis and managing and administrating the company’s banking platforms and will support all aspects of treasury operations activities. Reporting directly to the Corporate Treasurer of global headquarters, this is a visible and essential role within the organization. Responsible for performing various cash, disbursement, and cash accounting activities within the treasury function. This role is a key contributor to the company’s liquidity and cash operations. You will own daily cash positioning, lead the 13 week cash flow forecast, manage bank platforms and controls, deliver timely reporting to leadership, and continuously improve treasury processes and automation. You’ll partner closely with Accounting, AP/AR, FP&A, Tax, and business unit finance to ensure sufficient funding, minimize risk, and support strategic cash decisions. This individual may be required to provide input for or participate in various projects and will perform other duties as requested, which will include accounting functions for the Golden State Foods Foundation and maintaining the Company’s Unclaimed Property and Escheatment program. ESSENTIAL FUNCTIONS: • Treasury Operations, Banking Platforms Administration: Administer banking portals and treasury workflows (user entitlements, tokens, templates, entitlements reviews), including fraud mitigation tools (e.g., positive pay, ACH filters/blocks, wire verification) and support cash management activities for all GSF entities. Initiate, review, and release domestic and international payments (ACH/wires), enforce dual control and cutoff discipline, and monitor exception items and fraud alerts. Maintain bank documentation, account openings/closings, authorized signers, and service requests, coordinate fee reviews and service optimization. (25%), • Participate in period-end closing processes, including preparing account reconciliations, managing disbursements and incoming donations, lead annual audit, and perform financial analysis and related journal entries for the Golden State Foods Foundation. (25%), • Participate in daily cash positioning and short‑term liquidity management across operating and disbursement accounts to ensure sufficient funding for obligations and optimize use of idle cash, including contributions to the 13‑week cash flow forecast: gather inputs, model receipts/disbursements, analyze variances, and recommend actions to close gaps or capitalize on surpluses. Partner with FP&A and business units to align forecast with operational drivers, seasonality, and working capital initiatives. (20%), • Prepare daily cash journal entries and complete bank reconciliations for Golden State Foods. (10%), • Monitor and maintain current listings of outstanding checks across all disbursement accounts to reduce unclaimed property exposure. (10%), • Process Improvement & Automation, including Streamline end to end Treasury processes (cash positioning, bank reconciliation, payment workflows, reporting) leveraging advanced Excel and Power BI. Increase straight through processing (STP) rates, reduce manual touchpoints, and strengthen internal controls (5%) • Perform other related duties as assigned, which could include support ad‑hoc projects (e.g., KYC refreshes, service migrations, fee benchmarking, or capital markets support, if applicable). (5%) MINIMUM QUALIFICATIONS: Education and experience equivalent to: Education/Certification: Bachelor’s degree in Finance, Accounting, or related field (required). CTP (Certified Treasury Professional) or active pursuit (strongly preferred). Experience: 4–7 years in Treasury operations/cash management with hands‑on experience in cash positioning, short‑term forecasting, ACH/wire processing, bank portals, and reconciliations (corporate or banking environment). Public accounting or audit exposure is a plus; experience supporting audits and responding to inquiries preferred. TECHNICAL SKILLS AND CORE COMPETENCIES Technical Skills • Advanced Excel (index/match or XLOOKUP, pivot tables, scenario modeling); familiarity with Power BI and Power Automate (or similar) preferred., • Proficiency with major banking portals and controls (positive pay, ACH filters/blocks; user entitlements). Experience with a Treasury Management System (TMS) is a plus., • Understanding of NACHA rules, payment formats, and cutoffs; knowledge of internal control frameworks. Core Competencies • Analytical rigor & curiosity: Able to translate operational drivers into accurate cash forecasts and decision‑ready insights., • Process mindset: Identifies automation opportunities and builds sustainable solutions with strong controls., • Communication & partnership: Clear, concise communicator who collaborates cross‑functionally and with banking partners., • Ownership & urgency: Operates with high integrity, attention to detail, and deadline discipline in a time‑sensitive environment., • Judgment: Balances risk, cost, control, and business speed when proposing solutions. Tools & Systems • ERP/general ledger and bank reconciliation tools; banking platforms (e.g., SinglePoint or similar) for administration, payments, and fraud tools; data visualization and automation LEADERSHIP/MANAGEMENT RESPONSIBILITY Coordinate with various functional team members and support staff. PERFORMANCE CATEGORIES • Productivity/quality standards: accuracy, timeliness, and thoroughness, • Professional attitude and demeanor, • Project/assignment management, • Organization and attention to detail, • Teamwork within the department and across departments, • Customer satisfaction with internal and external customers WHAT YOU’LL GET • People First: At Golden State Foods, we're not just a company; we're a dynamic community where your talents are celebrated, and your ambitions are nurtured., • Values Driven: Our core values drive everything we do, creating a culture of innovation, integrity, and excellence. But we're not content with just being great; we strive for greatness in every aspect of our work., • People Development: At GSF we strive to continually develop our people to prepare us all for the needs of tomorrow., • Philanthropy & Sustainability: We're committed to making a difference beyond our walls through philanthropy and sustainability efforts across all our locations around the globe., • Extensive Benefits: Golden State Foods believes in a holistic approach to wellness focusing on the whole person with benefits that support those needs. To apply, click "Apply" and complete the online application. Equal Opportunity Employer: We’re proud to be an equal opportunity employer. Golden State Foods values diverse perspectives and is committed to creating an inclusive workplace where every person can thrive - respected, supported, and empowered. We believe diversity, in every form, strengthens our team and our communities.

Insurance Underwriter – Excess & Specialty. As a Insurance Underwriter – Excess & Specialty, you'll apply your expertise to help train next-generation AI systems. Insurance Underwriter – Excess & Specialty.

Select Commercial Account Manager - Remote - Sacramento, CA The Company: We have an incredible opportunity available! A leading insurance agency in Sacramento is looking to add a stellar Commercial Lines Account Manager to the team! This agency offers a trusted approach to business and ensures employees feel supported and rewarded for their hard work. Continue growing and learning in your career with continued education offered, bonuses, and optimal career development. What’s in it for you? • $55,000 - $65,000 annual salary, depending on experience, • Monday - Friday, • Full-time, • Benefits: medical and dental, • Stock options, • Bonuses to reward hard work!, • Continued education offered, • Career growth opportunities, • Unlimited paid time off What we need from you: • Experience - You have 2+ years of Select Commercial Account Manager experience with small to mid-sized accounts, • Licensed - You have your active Property & Casualty license, • Knowledge - You are very knowledgeable of insurance products, markets, ratings, and underwriting procedures, • Software – You are tech-savvy and familiar with agency management software, Microsoft Office, carrier websites, and other software systems as needed for the position Key Responsibilities: • Prepare applications for submission with underwriting information provided by management, • Work with Producers to provide binders of insurance and get approval for client sign-off, • Check policies with submission, quotation, and proposals, • Check endorsements against Account Executive requests, • Follow up with Markets for quotations and issue auto ID cards, • Check for any discrepancy b/w submission/quotation/proposal, • Make any proposal changes and quotations from client meetings with the producer, • Create the proposal booklets under the direction of the Account Executive Apply Today! Why Insurance Relief™? As a businessperson in the insurance industry, it is an advantage to partner with a staffing expert and ally who understands your unique skills and needs. With vast experience in the insurance arena, Insurance Relief™ works with brokers, carriers, and third-party administrators to locate and place the best people for positions ranging from entry-level to senior management. We invest the time to truly understand what you want to accomplish and then do our best to find meaningful opportunities. Insurance Relief™ provides ample opportunities for you to put your skills to work so if this position is not quite the fit for you please give us a call to hear about all of the other opportunities we have available.

Essential Functions: • Promotes sales of products and services to new and existing accounts through inbound and outbound sales activities to meet/exceed financial targets and achieve greater market penetration., • Follows a daily schedule and consistently meets/exceeds expectations for inbound/outbound calls and administrative work that contribute to achieving sales and service level objectives for the team., • Upsells and cross-sells compatible products to customers and shows them how certain products can enhance the customer’s current success., • Acts as primary liaison between customers and the Company; maintains positive client relations and ensures customer needs are met in a manner that is sustainable and beneficial., • Creates and confidently delivers sales pitch that highlights the superiority of the Company’s products and builds brand awareness., • Educates customers on product information including function, specifications, purpose and developments in product design., • Maintains initiative to discover and attract new customers in a manner that is professional, efficient and honest., • Provides insight and contributes creative and strategic ideas about product improvements, marketing campaigns and relationship management., • Develops and maintains contacts within industry to provide information and remain abreast of competitors activities., • Attends trade shows and conventions; represents the Company at trade show booth as well as collects information on competitor products and services. Additionally, may sponsor seminars and continuing education programs as well as provide studies and product information to customer base., • Provides sales and product training and/or mentors to incoming staff and team members as required., • Performs other related duties and projects as business needs require at the direction of management. Education and Experience: • Bachelor’s degree or certification in dental profession preferred., • Minimum 3 years of experience in inside sales, preferably in a call center environment., • Implant knowledge preferred, • Minimum 3 years of experience in the dental industry. Pay Range: $25.79-$34.00/hr

Are you a skilled Financial Analyst looking for your next opportunity? Join our dynamic talent pool and gain access to exciting roles with top-tier clients. Professional certification (CFA, CIIA, CMA) or proven experience as a financial analyst in a leading finance institution.

Summary My client, a financial/mortgage is looking for a TRID Specialist, responsible for receiving, processing, copying, distributing, and finalizing loan files and other supporting documents in compliance with the Company, Agency, Investor, Title Company, and County Recorder policies, procedures and guidelines. Type: Temp to hire (depends on company needs) Start Date: ASAP Location: Hybrid - 3 days/week in office M-W-F (flexibility) Pay Rate: $22/hr + benefits. Schedule: Monday – Friday 8am – 4.30 pm flexible FUNCTIONS • Review incorrect final documents and resolve issues by making the appropriate corrections., • Process document audits and make appropriate changes as necessary., • Log all pertinent documents into the system., • Monitor quality of incoming work to identify trends and avoidable upstream errors; provide feedback and suggestions for corrections and improvements., • Respond to requests for documents, mini-file reviews, and main loan files., • Communicate issues related to completing requests for original documents., • Process original and copy document requests based on workflow data., • Make suggestions for changes in procedures, automation, and forms to increase department efficiency and accuracy. QUALIFICATIONS • 1 yr mortgage / loan admin or clerical role, reviewing files and/or documents., • Manage multiple priorities and projects., • strong sense of urgency and responsiveness., • Verbal and written communication skills., • Organized and detail oriented;, • Prior experience using PDF software programs and Microsoft Word, Excel, and Outlook.

Winter Park Recruiting is a leading recruitment agency focused on connecting exceptional talent with companies that value growth, integrity, and a thriving work environment. We specialize in placing high quality candidates across various industries, helping organizations build high-performing teams. We believe in personalized, strategic recruitment solutions that align with our clients' unique needs and cultures. We are currently looking for an Administrative Assistant (Tax) in Costa Mesa, CA. This is an onsite, contract to hire position. JOB DUTIES: • Supports various departments through standardized processing of assigned tasks using various firm systems, tools, and software. Support may include:, • Providing support to an assigned centralized administrative support ticket(s)., • Providing support to another administrative support teams or office., • Providing support to a national, Geo or market team(s), • Provides administrative support for larger scale in-office, market-wide meetings and conferences, including scheduling with Principals and Firm leaders, managing calendar invites, meeting room reservations and handling catering and set-up., • Assists Office Administrator with obtaining coding and approval for vendor invoices including processing client invoices accurately with information provided by management. May include various firm/office membership or licenses., • Assists with new hire onboarding and employee offboarding as directed by the OA, as needed, • Provides expense reporting support, • Collaborates with management to set up new clients, maintain and manage client data, billings and other ad hoc requests, • Produces a variety of materials including but not limited to letters, memoranda, interoffice communications, confidential presentations, and reports., • Handles related tax support services on a seasonal or as needed basis., • Other duties as required QUALIFICATIONS, KNOWLEDGE, SKILLS, AND ABILITIES: • HS Diploma Required, • Tax, Legal, or Accounting experience required OR Strong ERP experience, • Three (3) or more years of administrative experience, required, • Advanced level of proficiency in Microsoft Office Suite, required, • Professional services firm experience, preferred, • Bachelor's degree, preferred OTHER KNOWLEDGE, SKILLS, & ABILITIES: • Ability to work in a deadline-driven environment and handle multiple projects / tasks with an attention to detail, • Advanced or expert in computer skills: Word, Excel, Outlook, PowerPoint. Experience in Peoplesoft database recommended, • Excellent written and verbal communication skills including superior grammar, spelling, and punctuation that enable the incumbent to work with top level management and other executive level clients., • Possesses superior customer service skills. Displays independent judgment, finesse and diplomacy in all situations, • Consistently seeks to improve processes, • Excellent organizational skills and detail oriented that enable efficient and effective multi-tasking, • Capable of managing highly confidential information, • Ability to work well with all levels of management as well as outside external clients, • Team player who is willing to help out as needed Winter Park Recruiting is an Equal Opportunity Employer. We welcome all qualified applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Davis Farr LLP is looking to add an Administrative Assistant to a flourishing company who is routinely included in Orange County Business Journals Best Places to Work. Job functions include (but are not limited to) assisting office personnel in various capacities, such as answering phones, producing reports, managing supplies and assisting with the planning and organization of staff meetings and office events. About: Davis Farr LLP is a rapidly growing, full-service CPA firm with its main office located in Irvine, California and two additional offices located in Carlsbad, California and Tacoma, Washington. We have provided expert professional experience in audit, tax, and consulting services to federal, state, and local governments, special purpose governments, non-profit organizations, service organizations and commercial entities for over 30 years. Responsibilities: • Process USPS, FedEx, UPS and outbound mail, • Assist Partners with proposals; print/bind as needed, • Maintain organization throughout the office, kitchen, conference room, and production room. Maintain copiers and printers to ensure they are in working order., • Order and manage office supplies, • Assist with company events and staff meetings (creating themes, contacting vendors, set-up and break-down), • Assist with maintaining employee workspaces, • Assist in CORE Engagement Set up, • Assist in accounts payable (AP); scan, save and mail payables, • Assist with accounts receivable, daily deposits and collections, • Help support as backup on collections, • Assist with entering WIP adjustments and client invoices, • Assist with facility and lunch coordination, • Confirmation filing and fax distribution, • Assist with client insurance certificate distribution, • RFP search Requirements: • At least 1-year of Administrative Assistance experience, • Strong Knowledge of Microsoft Office Suite (Word, Excel & PowerPoint), • Basic QuickBooks experience, • Proficiency in data entry, • Ability to demonstrate professionalism throughout the workplace, • Ability to multi-task effectively, • Responsible, reliable and ability to meet deadlines on a routine basis, • Strong communication and social skills

About Us: Chamberlain Group is an independent financial services organization located in the Newport Beach/Irvine, CA area. We provide customized wealth management strategies to business owners, the ultra-affluent and their families. Our clients range in net worth between $50 million and $5 billion, and rely on our expertise in estate and succession planning, life insurance, executive benefits, non-qualified plans and investment advisory services. Our primary focus is to preserve and grow our clients’ assets for generations. For over 45 years we have successfully built our private boutique firm, owning the mantle of “stewardship” as our number one job. We place a high value on the enduring nature of our client relationships, the quality of our products and services, and the continuity and integrity of our team. We have an excellent corporate culture filled with all sorts of fun perks, and have been awarded the OC Best Places to Work distinction. Our 6 Guiding Principles are: Create Value, Be Wise, Achieve Great Results, Experience Meaningful Relationships, Seek Challenges and Have Fun…Come join us! Opportunity The Senior Investment Operations Analyst oversees critical systems and processes within the organization given a solid understanding of the investment industry. Aside from being adept at utilizing systems and software, this role relies on knowledge of basic capital market fundamentals, knowledge of asset classes, familiarity with fund structures, and awareness of how different players within the industry interact (custodians, fund managers, fund administrators, vendors/system providers). The primary function of this role is to serve as an experienced investment professional who can balance the big picture of investment operations while also being comfortable with various systems to provide the services we offer our clients and consistently improve operations over time. This individual will work closely with the firm’s CIO to ensure client portfolios are well balanced, reporting and billing is accurate and timely, trades are tracked and executed, and the whole firm is supported regarding a variety of necessary information related to investment analysis. Key Responsibilities Portfolio Accounting Software Superuser (i.e., Addepar, Black Diamond) • Serve as the primary expert and point of contact within the organization., • Responsible for supporting end-users, implementing updates, and ensuring that all users are utilizing the software to its full potential., • Lead internal initiatives to evaluate and improve operational processes, driving efficiency and enhancing client service. Reporting • Oversee the measurement and reporting of investment performance, ensuring alignment with established objectives., • Support the preparation, auditing, and analysis of client reports to ensure data accuracy and compliance with firm standards., • Deliver timely and accurate performance reports to clients. Billing • Oversee the reconciliation of investment advisory fees and ensure accurate billing., • Provide timely and accurate quarterly invoices to clients. Investment Analytics Software Superuser (i.e., Morningstar Direct) • Collaborate with the Investment Committee and other teams to utilize investment data analytics to support and improve how we monitor investments, evaluate new ideas, research fund offerings, assist with client information requests and other ad hoc projects. Head Trader • Trade execution and overall trade process oversight: Lead daily trade execution across various asset classes, ensuring adherence to client investment strategies. Portfolio Management Analytics • Create and maintain queries to assist in managing portfolios (liquidity profiles, asset class and position weights, cash monitoring/deployment, etc)., • Recommend actions to rebalance portfolios when given parameters from CIO. Investment Department Analytics: track, analyze, and report on key department metrics. Requirements • Strong work tenure: 5-10 years of experience with both traditional investments (mutual funds, SMAs) as well as alternative investments (private funds not traded on an exchange or held at a custodian)., • BA/BS degree in Finance or related field., • Series 7, 63 or 66 Security Licenses., • Highly proficient in investment operations systems, such as portfolio accounting (i.e., Addepar, Black Diamond), custodial portals (i.e., Fidelity NFS Wealthscape), fund analytics (i.e., Morningstar)., • Positive attitude, superior customer service skills, strong initiative, critical thinking, flexibility, accountability and excellent communication (oral and written)., • Ability to self-direct, multi-task and utilize tact and diplomacy., • Sophisticated platinum-level service skills, external and internal., • Must be proficient in Microsoft Office (Word, Excel and PowerPoint) Compensation • Base Salary: For CA based positions, the base salary range is $90,000 - $100,000. The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience and qualifications., • Other Compensation: In addition to the base salary, this position will be eligible for additional incentive pay Benefits • Performance bonus, • Health, dental and vision insurance, • 401(k)/Profit Sharing, • Paid holidays, • Paid time off Work Location: Hybrid (mostly in person with some remote options available)

WHY JOIN TAXRISE? At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients. Join us and make a tangible difference in people’s lives while growing your career with a team that values your contributions. ABOUT THE ROLE The People Operations Supervisor is a pivotal member of the People Operations team, responsible for delivering an exceptional employee experience from day one and supporting the operational engine that keeps TaxRise running. This role owns core HR functions including employee relations, payroll compliance, benefits administration, HR technology, and new employee onboarding, while serving as a trusted partner to managers across the business. Reporting to the Chief People Officer, this role directly supervises a People Operations Coordinator and a Benefits and Payroll Specialist, ensuring both individuals are set up for success and operating at a high level. The ideal candidate brings a sharp eye for compliance, fluency in California wage and hour law, a genuine passion for people, and a curiosity for how technology and data can make HR better. TaxRise moves fast and this role moves with it. We're all about that in-person vibe, so this role is 100% on-site! If you're excited to work side-by-side with our team (or are ready to make the move), then you're a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting! HOW YOU'LL BE REWARDED At TaxRise, Inc., we believe in rewarding hard work and dedication! We offer our team members a competitive base salary, with opportunities for growth based on performance and experience. • Salary Range: $90,000 to $110,000 per year WHAT YOU'LL DO Employee Relations and Business Partnering • Act as a trusted advisor and business partner to managers across departments, guiding them through sensitive employee situations, performance conversations, and complex team dynamics., • Serve as the primary ER resource for the organization, conducting thorough, objective, and timely internal investigations involving allegations of harassment, discrimination, retaliation, and accommodation., • Review termination requests in partnership with leadership, evaluating documentation, risk, and process consistency to ensure every separation is handled fairly and defensibly., • Drive proactive performance management by coaching managers on documentation standards, corrective action processes, and early intervention strategies., • Conduct semi-monthly reviews of sales team performance data to identify trends and surface opportunities for coaching or corrective action., • Monitor attendance patterns across the organization, flag trends, and partner with managers to implement corrective measures before they escalate. Payroll Compliance and Administration • Audit payroll prepared by the Benefits and Payroll Specialist, reviewing for accuracy and compliance before each processing deadline., • Serve as the backup payroll processor, comfortable stepping in to run the full semi-monthly payroll cycle in Paylocity when needed, including new hires, terminations, status changes, manual payments, deductions, commissions, and bonus payouts., • Serve as the internal subject matter expert on California wage and hour law, including meal and rest break requirements, overtime classifications, final pay rules, and pay stub compliance., • Ensure compliance with multi-state employment law for employees located outside California, staying current on applicable state-specific regulations., • Partner with Accounting to ensure accurate GL coding and payroll journal entries., • Identify compliance gaps and implement corrective measures proactively, before issues arise. Benefits Administration • Oversee benefits administration in partnership with the Benefits and Payroll Specialist, including enrollment, billing reconciliations, audits, and cost analysis., • Build and maintain strong relationships with benefits brokers, serving as the internal point of contact for plan questions, employee claims escalations, and service issues., • Partner with brokers and leadership on annual plan design, renewal strategy, and open enrollment planning and execution., • Assist employees directly with benefits questions, claims navigation, and coverage concerns, ensuring they feel supported throughout the process., • Ensure plan compliance and accurate vendor management across all carriers. New Employee Experience and Onboarding • Own the end-to-end new employee onboarding experience, partnering with Talent Acquisition, Learning and Development, and IT to create a seamless and engaging first 30 days for every new hire., • Ensure all onboarding logistics including system provisioning, equipment setup, access management, and compliance paperwork are completed accurately and on time., • Continuously evaluate and improve the onboarding process to reflect company growth, role complexity, and employee feedback., • Serve as the key liaison between People Operations and IT to ensure new hires are fully equipped and connected from day one. HR Technology, Automation, and AI • Own and manage TaxRise's HR technology stack, including Paylocity (HRIS), Greenhouse (ATS), and Bswift (benefits administration), leveraging available APIs to streamline data flow and reduce manual work., • Identify, build, and implement workflow automations and integrations using tools such as Claude Code, Google Apps Script, Cursor, Zapier, Slack Bots, and Supabase to optimize HR operations., • Bring real HR use cases to the table, whether that is automating onboarding tasks, building Slack-based HR request workflows, or connecting Paylocity and Greenhouse data to surface hiring and retention insights., • Lead or contribute to HR system integrations, migrations, and implementations as the company scales, from scoping and configuration through testing and rollout., • Develop and maintain standard operating procedures for all HR systems and processes. People Analytics and Reporting • Leverage PowerBI and other reporting tools to analyze workforce data across departments including Sales, Client Success, and Case Management, and surface actionable insights for leadership., • Track and report on key HR metrics including turnover, headcount, attendance, and performance trends to support data-driven decision making., • Build and maintain regular reporting cadences for People Operations leadership and business stakeholders. Team Leadership and Culture • Directly supervise and develop a People Operations Coordinator and Benefits and Payroll Specialist, providing day-to-day direction, coaching, and performance feedback., • Champion TaxRise's culture and values, embodying and reinforcing what it means to be a TaxRise team member in every employee interaction., • Act as a change agent during periods of organizational growth or process transformation, helping teams adapt with confidence and clarity., • Ensure all People Operations policies and practices reflect current employment law and company values. WHAT YOU'LL NEED TO HAVE • 6 to 8+ years of progressive HR experience, with direct hands-on exposure to payroll administration, employee relations, benefits, and HR operations, • Bachelor's degree in Human Resources, Business Administration, or a related field; or equivalent combination of education and experience., • Demonstrated ability to process full-cycle payroll and serve as a backup processor in a semi-monthly payroll environment, • Strong working knowledge of California wage and hour law including meal and rest break rules, final pay requirements, overtime, and pay stub compliance; multi-state HR experience a plus, • Experience conducting and documenting workplace investigations and managing sensitive employee relations matters with professionalism and sound judgment, • Benefits administration experience including broker relationships, open enrollment, plan design, claims escalation, and carrier management, • Experience supervising or mentoring direct reports in an HR function, • Proficiency with Paylocity or a comparable HRIS platform; experience with Greenhouse ATS and Bswift a plus, • Demonstrated experience building HR workflow automations or integrations using tools such as Google Apps Script, Zapier, Slack Bots, Supabase, Claude Code, or Cursor, with real HR use cases to speak to, • Comfort with data and reporting tools; PowerBI experience or the ability and eagerness to learn, • Strong collaborator with the ability to build relationships across functions including IT, Talent Acquisition, Learning and Development, and Finance, • Excellent written and verbal communication skills, with the ability to present complex HR topics clearly to managers and employees at all levels, • Highly adaptable and effective in a fast-paced, high-growth environment where priorities shift quickly, • Detail-oriented, organized, and committed to accuracy and confidentiality NICE TO HAVE • SHRM-CP, SHRM-SCP, PHR, or SPHR certification, • Experience with API integrations involving Paylocity or Greenhouse, • Background working in sales-driven or high-volume operational environments

Title: Project Management (PM) Associate/PMO Associate Company: Talley LLP Location: Orange County, CA (FT-Onsite) About the Firm Talley, LLP, and its affiliated entities—Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively “Talley”)—is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners. Talley partners with clients as business advisors, not just service providers, constantly seeking innovative ways to strengthen their bottom line. Talley, LLP, was founded in 1989, with the mission of helping entrepreneurial driven businesses, their owners, and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. Our professionals strive to become each client’s Most Trusted Advisor (MTA) by delivering global solutions to our client’s complex challenges and opportunities. Our services include: • Audit & Assurance services, including financial reporting, • Tax compliance,, • Tax planning, and proactive advice, • Business consulting, • Estate planning, business planning, M&A, and tax law services delivered through TLG, • Outsourced accounting, controller and CFO services, • M&A, growth-through-acquisition, and operational consulting delivered through TCG Talley is a boutique firm with 70+ U.S.-based professionals and 20–30 offshore/outsourced team members. Headquartered in Orange, CA, the firm has grown rapidly, becoming a leading Orange County professional services provider. We embrace a hybrid work culture built on accountability, results, and exceptional client service delivered by professional, motivated individuals. Role Purpose The PM Associate will strengthen Talley LLP’s operational and PMO capabilities by providing clear visibility into performance, utilization, and execution across professional services teams. This role supports firm leadership through data-driven insights, dashboard reporting, and project coordination, while helping scale Talley’s operational infrastructure within a time-and-billing professional services environment. What Success Looks Like (12–18 Months) A successful PMO Associate will: • Deliver accurate, actionable dashboards tracking employee performance and utilization, • Improve leadership visibility into month-to-date, year-to-date, and budget vs. actual performance, • Support the smooth execution of cross-functional initiatives without creating operational bottlenecks, • Establish greater structure and discipline in operational reporting, • Reduce friction between leadership, operations, and service teams through clear communication and follow-through Core Responsibilities • Build and maintain employee performance dashboards (utilization, productivity, trends), • Support PMO initiatives by tracking projects, timelines, milestones, and deliverables, • Assist leadership with resource planning, utilization tracking, and capacity analysis, • Coordinate cross-functional operational initiatives across audit, tax, legal, and administrative teams, • Prepare executive-ready reporting and analytics to support operational decision-making, • Identify opportunities for process improvement and operational efficiency, • Support time-and-billing environments (hourly, time & materials), including related documentation and reporting Required Experience Candidates must demonstrate: • Experience within a CPA firm, legal firm, or professional services organization, • Background in operations, PMO, or administrative leadership, • Hands-on experience supporting professionals who bill time, • Proven ability to build or maintain performance dashboards and operational reporting, • Comfort working directly with senior leadership and handling sensitive data, • Exposure to or direct experience applying AI tools beyond simple drafting and/or proof-reading emails or word documents. Technical & Analytical Requirements • Advanced proficiency in Excel (required), • Strong experience in data analysis, reporting, and dashboard development, • Power BI experience (highly preferred), • Ability to synthesize data into clear, executive-level insights Preferred Qualifications (Nice to Have) • PMP (Project Management Professional) certification, • Lean Six Sigma / Six Sigma training or certification, • Formal project management training, • Background in professional service (or legal) firm operations Behavioral Competencies • Highly analytical and detail-oriented, • Organized, process-driven, and execution-focused, • Comfortable operating in an evolving and exploratory role, • Strong written and verbal communication skills, • Able to balance tactical execution with strategic thinking Working Style & Expectations • Operates with a professional services mindset, • Prioritizes clarity, accuracy, and accountability, • Supports leadership without creating unnecessary administrative overhead, • Adapts role scope as the PMO function matures and scales

Our client is a local and highly reputable well known consumer products company that has asked us to find an Assistant Accounting Manager to join their expanding Accounting team. Excellent benefits (Health benefits fully paid, flexible work arrangements, several company activities) plus two days remote are featured. Responsibilities - • Manage monthly, quarterly and year-end financial closes including assigned journal entries, balance sheet account reconciliations and accruals, • Prepare and analyze financial statements and generate reports for management, regulatory agencies and other stakeholders, • Prepare audit schedules and quarterly consolidated financial statements to facilitate engagements with external auditors to ensure timely close, • Ensure adherence to accounting principles and company policies, • Develop and document accounting policies and procedures, and review accounting systems to suggest modifications that improve efficiency and strengthen internal controls, • Provide technical advice on complex accounting issues and assist management in interpreting financial information Requirements- • Bachelor's degree in accounting, Finance, or related field, • Four to six year experience, • Proven knowledge of bookkeeping and accounting principles, practices, standards, laws, and regulations, • Strong understanding and experience with GAAP regulations, • Proven experience with financial reporting, general ledger functions, and the month-end/year-end process close, • Detail-oriented and deadline driven with a high degree of accuracy, • Strong communication and interpersonal skills, • Ability to work effectively both independently and as part of a team Plusses • Experience with multi-currency in global based company, • CPA and/or public accounting experience, • Strong ERP and Analytics background

SENIOR ACCOUNTANT $95-$115k plus bonus Leading software company based in the Irvine Spectrum. Company offers excellent benefits and tremendous upside including: · Schedule flexibility. · Role is hybrid - 2 days per week in office. · This role has built-in career growth as the team is small now and as the company grows they’ll expand · Company is growing rapidly and is profitable ROLE SUMMARY The Senior Accountant reports to the Accounting Supervisor and interacts cooperatively with all branches and levels of the organization. This role performs highly responsible professional accounting work with an emphasis on financial analysis, reporting accuracy, and process improvement. Responsibilities include, but are not limited to, preparation and review of journal entries, in-depth general ledger account reconciliations and analysis, variance analysis, financial reporting, maintenance and implementation of accounting policies, and support of internal controls. The ideal candidate must be a team player and be able to work effectively in a fast-paced, evolving business environment, possessing the flexibility to thrive. This person will be expected to successfully interact, influence, and coordinate with team members across various departments of the organization. The ideal candidate brings a mix of public accounting audit experience and corporate accounting exposure, is comfortable working with inventory and physical counts, and communicates clearly with both finance and non-finance teams. Responsibilities: • Help manage and ensure an accurate and timely month-end close process, • Review account reconciliations and journal entries prepared by staff accountants, • Review daily Treasury and bank activity, including cash forecasts and bank reconciliations, • Manage intercompany accounting and reconciliations, including eliminations, allocations, and adjustments, • Prepare monthly journal entries including key accruals, foreign currency revaluations, payroll journals, and other reclassification entries, • Participate in pre-close and post-close analysis and provide meaningful insight to activity, trends, unusual and significant transactions, • Prepare and file Sales & Use tax returns for multiple states, • Serve as an audit liaison to external auditors, preparing and reviewing audit schedules as necessary, • Advise staff regarding non-routine reporting transactions and provide technical accounting guidance as necessary, • Partner with various internal business units on accounting-related activity and processes., • Be proactive in providing recommendations to management regarding improvements to processes, productivity, internal controls, and accuracy; as well as implementing such approved measures., • Enforce proper accounting methods, policies and principles, • Participate in ad hoc projects as assigned Qualifications: • BS in Accounting with 5+ years of progressive experience in operational accounting; in particular, around General Ledger, Fixed Asset, and Intercompany accounting, • CPA license preferred, • 2+ years audit experience in public accounting plus private preferred, not required, • Advanced user of MS Office, and experience with NetSuite ERP desired, • Proven knowledge of GAAP, practices, standards, laws and regulations, • High attention to detail and accuracy, • Exceptional communication skills, attention to detail and a high customer service orientation, • Ability to work in a fast paced environment with limited direction

Company Description 329events is a premier weddings and special events planning company dedicated to transforming clients' visions into unforgettable experiences. Based in Southern California, the team also produces events across the nation with over 15 years of combined expertise. Known for its meticulous planning and creative execution, 329events handles every detail, from initial ideation to seamless event completion. The team is passionate about crafting extraordinary moments that leave lasting impressions. Role Overview This role blends business development and event production, responsible for driving new client growth while leading the successful execution of high-impact events and experiential activations. You will own the full lifecycle—from identifying and closing opportunities to delivering exceptional client experiences that build long-term relationships and drive repeat business. Key Responsibilities Business Development & Sales • Drive new enterprise business through outbound sales, networking, trade shows, and relationship building, • Research, prospect, and identify new client opportunities, • Develop and execute strategic sales plans to meet or exceed revenue goals, • Lead outreach efforts with clear, thoughtful, and strategic communication, • Build strong client relationships by understanding needs and delivering tailored solutions, • Oversee proposal development and participate in new business brainstorming, • Attend industry events and networking organizations to expand visibility and pipeline, • Report on pipeline progress, performance, and opportunities for growth Event Production & Execution • Lead end-to-end production of events and experiential activations from concept through post-event wrap, • Translate client goals and creative ideas into detailed production plans, timelines, and budgets, • Source, negotiate, and manage vendors (venues, AV, catering, talent, etc.), • Oversee logistics including permits, insurance, shipping, and onsite execution, • Create and manage production schedules, run-of-show documents, and operational plans, • Act as the main point of contact for clients, vendors, and internal teams, • Lead onsite execution, ensuring high-quality delivery and solving issues in real time, • Conduct post-event recaps and identify opportunities for improvement and account growth Collaboration & Leadership • Contribute to internal business development and strategy meetings, • Support program development, design, and creative ideation, • Manage and mentor a small team, • Foster strong cross-functional collaboration and clear communicationSkills & Qualifications, • 3–7+ years of experience in event production, experiential marketing, or related fields, with sales or business development experience preferred, • Proven ability to meet or exceed revenue targets, • Strong consultative selling and relationship management skills, • Excellent organizational, project management, and time management abilities, • Skilled in budget management, vendor negotiation, and logistics coordination, • Strong communication skills (written, verbal, and interpersonal), • Strategic thinker with strong problem-solving abilities, • Comfortable working independently in a fast-paced, entrepreneurial environment, • Proficiency in tools such as MS Office (especially Excel), Google Drive, Dropbox, project management platforms, and virtual communication tools, • Willingness to travel and work occasional evenings/weekends as neededIdeal Candidate, • A strong storyteller who builds trust and avoids overly sales-driven pitches, • A proactive problem solver who anticipates challenges and adapts quickly, • Highly organized, detail-oriented, and calm under pressure, • Collaborative, positive, and takes ownership of their work, • Passionate about events and creating meaningful experiences, • Motivated by performance-based growth and thrives in a results-driven cultureWhat Success Looks Like, • Clients feel deeply understood and return based on trust, • Opportunities brought in are aligned, strategic, and high quality, • Events are executed seamlessly and exceed expectations, • The business grows stronger, more profitable, and positioned for scale

Our client is a $500M Global manufacturing technology company which reports under a $4 billion parent. Due to continuing expansion they have asked us to identify a Senior Accountant join their expanding Accounting team. This role is mostly remote with two days in the Orange County office Responsibilities - • Manage monthly, quarterly and year-end financial closes including assigned journal entries, balance sheet account reconciliations and accruals, • Prepare and analyze financial statements and generate reports for management, regulatory agencies and other stakeholders, • Exposure to lease accounting, foreign currency, inventory management, • Prepare audit schedules and quarterly consolidated financial statements to facilitate engagements with external auditors to ensure timely close, • Ensure adherence to accounting principles and company policies, • Develop and document accounting policies and procedures, and review accounting systems to suggest modifications that improve efficiency and strengthen internal controls, • Provide technical advice on complex accounting issues and assist management in interpreting financial information Requirements/preferences- • Bachelor's degree in accounting, Finance, or related field, • Two to five years experience, • Proven knowledge of bookkeeping and accounting principles, practices, standards, laws, and regulations, • Strong understanding and experience with GAAP regulations, • Proven experience with financial reporting, general ledger functions, and the month-end/year-end process close, • Detail-oriented and deadline driven with a high degree of accuracy, • Strong communication and interpersonal skills, • Ability to work effectively both independently and as part of a team, • CPA or public accounting is a plus

As the first HR leader in the Los Angeles region, you will lead the team building and organizational capability development for our LA subsidiary from 0 to 1. You will take full responsibility for talent acquisition, administrative operations, compliance management, and coordination with headquarters, supporting the company’s business launch and rapid growth in the U.S. market. 【Key Responsibilities】 1. Subsidiary Setup & Team Building • Assist headquarters in completing the establishment of the LA subsidiary and lead the full-cycle team building process, including workforce planning, recruitment execution, and onboarding., • Develop and dynamically adjust recruitment plans based on business needs, ensuring timely placement of key roles and building an efficient, stable local team., • Establish and maintain local and cross-border recruitment channels (e.g., LinkedIn, Indeed, industry headhunters) to build a sustainable talent supply system. 1. HR & Administrative Management • Oversee daily administrative operations of the subsidiary, including office environment management, asset procurement, and general administration to ensure efficiency., • Establish and implement HR and administrative policies for the LA company, covering recruitment, training, performance, compensation, employee relations, and other areas., • Serve as a communicator of company culture and policies, ensuring core values and headquarters' directives are effectively upheld within the overseas team. 1. Compliance & Risk Management • Deeply understand and ensure the subsidiary’s operations comply with U.S. federal and California (especially LA local) labor laws, employment standards, and industry regulations., • Manage compliance matters such as employee visas, payroll taxes, labor contracts, and dispute resolution to effectively control employment-related risks. 1. Headquarters Coordination & Resource Alignment • Maintain efficient communication with headquarters’ HR, finance, legal, and business departments to ensure smooth information flow and timely resource sharing., • Provide local HR strategy recommendations to headquarters based on U.S. market characteristics, supporting the company’s business expansion in North America. 1. External Relationship Management • Build and maintain strong relationships with local government, industry associations, partners, and professional service providers (law firms, accounting firms, etc.) to enhance the company’s brand image in the U.S. 【Qualifications】 • Education: Bachelor’s degree or above; preference for majors in HR Management, Business Administration, Law, or related fields., • Experience in the U.S.: 5+ years of study or work experience in the U.S., with a strong understanding of American workplace culture, recruitment market, and employment environment., • Industry Background: 3+ years of HR management experience in financial institutions such as investment banks, securities firms, asset management companies, or fintech firms preferred., • Startup Experience: Proven experience in building a company or new team from 0 to 1, with familiarity in the pace and key milestones of HR and administrative work during the startup phase., • Network & Resources: Access to local U.S. talent pools and recruitment channels, especially in finance and technology, with the ability to quickly reach target candidate groups., • Professional Competence: Strong knowledge of the full HR spectrum (recruitment, training, performance, compensation, employee relations) and expertise in U.S. and California labor laws., • Soft Skills: Excellent communication, interpersonal sensitivity, problem-solving, and stress management skills; results-oriented, responsible, entrepreneurial, and approachable., • Public Relations & Collaboration: Strong ability to engage with government entities and conduct business negotiations, representing the company in building long-term, stable relationships with external organizations.

Tax Accountant (Remote) Talley LLP Orange, California About Talley Talley, LLP, along with its affiliated entities—Talley Law Group (TLG), Talley Capital Group (TCG), and Talley Wealth, LLC is a full-service financial, tax, legal, and consulting firm dedicated to serving entrepreneurially driven businesses, high-net-worth individuals, and professional athletes. Unlike traditional accounting firms, we operate as business partners, not just service providers. Our mission is to go beyond compliance—helping clients maximize profitability, navigate complex financial landscapes, and achieve long-term success. Our Commitment to Clients Since our founding in 1989, we have built a reputation for being our clients’ Most Trusted Advisor (MTA) by delivering tailored, forward-thinking solutions that address both challenges and opportunities. We embrace an entrepreneurial mindset that drives innovation, problem-solving, and strategic growth for our clients. Our Services • Audit & Assurance – Traditional financial reporting with a strategic approach, • Tax Compliance & Planning – Proactive, expert tax strategies tailored to client needs, • Business Consulting – Helping businesses scale efficiently and sustainably, • Estate & Business Planning, M&A, and Tax Law Services – Delivered through TLG, • Outsourced Accounting, Controller, and CFO Services – Provided by TCAS, • Mergers & Acquisitions, Growth Strategies, and Operational Consulting – Led by TCG As a boutique firm with over 50 U.S.-based professionals and 20-30 offshore/outsourced team members, we have expanded rapidly, becoming one of Orange County’s leading professional service firms. We embrace a hybrid work culture that balances flexibility with our commitment to exceptional client service. Our professionals thrive in an environment where accountability, results, and collaboration are key drivers of success. Position Summary The ideal candidate will report to the Tax Department Manager of Operations and collaborate closely with other tax staff, partners, and department managers. We are looking for someone with strong technical skills who is dedicated to becoming an MTA for our clients. The candidate will actively improve departmental processes, participate in training and development for team members, and support the firm's growth by embracing our various service initiatives. Our tax staff thrives in a dynamic and challenging environment, and we value teamwork and continuous improvement. The tax staff will interact with various service departments and the administration team. This position involves direct client interaction throughout the year and offers the opportunity to quickly advance to a Client Service Manager (CSM) role. As a CSM, you will develop and implement tax services for clients and identify additional ways to assist with their needs. Essential Functions of The Position Qualities • Time Management, • Exceptional Organization Skills, • Strong Communication skills, • Responsiveness to time-sensitive items, • Attention to Detail, • Focus on client, • Ability to work independently, • Team Collaboration, • Strong Leadership skills, • Transparency, • Strong Work Ethic, • Being professional and respectful to others, • Positive Attitude Technical Skills • Be able to prepare more complex entity-level and individual tax returns, including multi-state, consolidated, foreign bank reporting, etc., • Ability to review less complex tax returns prepared by staff and outsourced providers., • Fundamental understanding of tax law and ability to provide client recommendations for possible tax-saving opportunities, • Ability to perform fundamental tax research, • Address government agency's tax notifications, • Ability to prepare Trust Tax returns Client Service • Client interaction and liaison for various tax projects, including gathering appropriate information and resolving tax-related problems and notices, • Ability to review and identify tax planning opportunities, • Provide continuous tax return process during the year by interacting with clients and staying current on changes to the client's tax situation, • Provide superior service to our clients such that the clients provide referrals to their friends and colleagues. Training and Personnel • Participate in recruiting tax department staff and interns, • Provide technical on-the-job (OTJ) training to tax preparers and outsource providers., • Provide informal mentoring to staff members, • Participation in department activities as a team player on behalf of the department and the firm., • Demonstrate an ability to interact with and work as a team member., • Participate in a minimum of 40 hours of CPE per year and share with department and firm personnel, • Ability and desire to continue to develop technical, personal, and interpersonal skills and to participate in the MTA learning program. Department • Follow department policies and procedures, • Identify and look for process improvement ideas., • Participate in weekly department meetings, • Assist as liaison with outsourced tax preparers Preferred Attributes Successful applicants will have a minimum of 2-4 years' experience preparing tax returns in a CPA firm. • Active CPA preferred, • Bachelor’s degree in accounting is required., • Strong project management and time management skills are necessary, • Financial and accounting experience; ability and willingness to work with a significant degree of autonomy; creativity; high service orientation, • Customer service focus, • Ability to get along well with diverse personalities; tactful, mature, and flexible., • Ability to operate independently and “self-manage” projects, • Result-and profit-oriented, with the ability to balance other business considerations., • Strong analytical and reasoning abilities, • High energy level, comfortable performing multifaceted projects in conjunction with everyday activities, • Superior numeric skills., • Excellent written and verbal communication skills, • Ability to communicate and actively support the values of the firm and communicate these values to others

Title:Payroll App Specialist Location:Fountain Valley, CA (IN-PERSON) Department: Payroll Status:Full-time Shift:Days Pay Range*: $43.13/hr - $62.55/hr At MemorialCare Health System, we believe in providing extraordinary healthcare to our communities and an exceptional working environment for our employees. MemorialCare stands for excellence in healthcare. Across our family of medical centers, we support each one of our bright, talented employees in reaching the highest levels of professional development, contribution, collaboration and accountability. Whatever your role and whatever expertise you bring, we are dedicated to helping you achieve your full potential in an environment of respect, innovation and teamwork. Position Summary The Payroll Application Specialist isresponsible forsupport, training,andmaintenance of information relatedto Time& Attendance,StaffScheduling, (aswellashowthesemodulesintegrate withothersystems).ThePayroll Application Specialist willinteractandcommunicate effectively withmanagement, staff,andvendors. Essential Job Outcomes 1.Represents Central Scheduling Liaisons at each campus in any API/Symplr initiatives. 2.Standardizes, prioritizes, and evaluates Central Scheduling Liaisons delivered services across all entities in conjunctionwith the Central Scheduling Liaisons direct supervisors. 3.Advocates for MemorialCare to ensure vendor solutions meet Payroll and Scheduling needs and outstanding issues are resolved timely. Serves as a primary functional liaison on any escalated API/Symplyr issues and system enhancement requests. 4.Works with Central Scheduling liaisons to ensure updates in the API/Symplr system follow the established standards and adhere to MHS policies. 5.Provides testing and auditing assistance as upgrades are implemented and communicates changes to Payroll and Scheduling accordingly. 6.Participates in configuration and testing of system changes including new pay codes and rules. 7.Routinely communicates (verbally and in writing) with Payroll management regarding system issues. 8.Demonstrates effective communication and interpersonal skills when training management and or staff on functionally of API/Symplr modules. 9.Able to create reports out of API/Symplr. 10.Duties include analyzing data, strategizing ideas to improve business operations and provide suggestions based on the analysis. • Create reports, dashboards and visualizations to help others understand business performance. 12.Assist with Payroll processing duties as needed. 13.Other duties as assigned. Placement in the pay range is based on multiple factors including, but not limited to, relevant years of experience and qualifications. In addition to base pay, there may be additional compensation available for this role, including but not limited to, shift differentials, extra shift incentives, and bonus opportunities.Health and wellness is our passion at MemorialCare-that includes taking good care of employees and their dependents. We offer high quality health insurance plan options, so you can select the best choice for your family. And there's more...Check out our_for more information about our Benefits and Rewards.

Now hiring Accounts Payable Specialist Anaheim, CA Pay Rate: $25.00 - $27.00 per hour Shift: 8 am - 4:30 pm Make the Math Behave (It Knows Who's Boss). Step into an Accounts Payable Specialist role in Anaheim, where you'll wrangle spreadsheets, settle accounts, and shut down any numbers that wander off. If balancing to the penny feels like winning, welcome home. What's Required to Join the Team • High school diploma or GED required; an associate degree is a plus., • 2+ years of high-volume Accounts Payable experience (invoice processing, matching, batching, coding)., • Experience processing payments (ACH, checks) and supporting weekly check runs., • Hands-on experience with ERP systems (MAS500 preferred) and vendor management., • Knowledge of Sales & Use Tax and basic accounting principles., • Detail-driven with accurate data entry skills., • Excel skills and comfort with office software., • Strong organizational habits and ability to prioritize., • Trustworthy and committed to confidentiality. More Than a Paycheck: • Comprehensive Health benefits - Medical, Dental + Vision, • Competitive weekly pay - no waiting, • Optional 401 (k) plan - aflexible way to save, • Added Savings -Discounts that stretch your budget, • Long-Term Growth - Advance your career What You'll Do: • Maintain clean and accurate financial records, • Enter and verify numbers across multiple systems, • Assist with reconciliations and simple account checks, • Keep the workflow smooth by staying organized and consistent "My co-workers are awesome, and the recruiters at Staffmark are super nice and considerate." - Staffmark Accounting Clerk Step into a role where the details matter. Apply now! Join a Team That Works for You At Staffmark, we're more than just a staffing company-we're your career partner. As part of RGF Staffing and Recruit Group, anHR powerhouse behind big names like Indeed and Glassdoor, we've got the muscle and the know-how to get you where you want to go. With more than half a century of experience and a track record of putting hundreds of thousands of people to work every year, we've got your back. Whether you're looking to level up, switch gears, or just get to work fast, we make it happen. Join us and experience the advantage of working with a trusted name in recruiting-because your success is our success. The base pay range listed reflects what we reasonably expect to offer for this role. Actual pay may vary based on location, experience, and performance. Depending on the position, benefits may include medical, dental, and vision coverage; retirement and savings plans; paid holidays and time off; supplemental insurance; and additional wellness or incentive programs. At Staffmark, we connect hardworking people with great companies, creating opportunities that make a lasting impact. Staffmark is an equal opportunity employer. Allapplicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status, or any other legally protected status. Staffmark offers reasonable accommodations for qualified individuals with disabilities; contact your local branch for inquiries. Staffmark is an E-Verify employer. See our Privacy Notice for Candidates and Employees/Contractors at https://smgroupna.com/privacy-notice-for-candidates-and-employees-contractors. By applying, you consent to receive AI-generated and non-AI-generated calls, texts, or emails from Staffmark Group, its affiliates, and partners. Frequency varies and message/data rates may apply. Reply STOP to cancel or HELP for help.

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM). Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses. During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in. Responsibilities • Responsible for prospecting new clients, • Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas., • Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN, • Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date., • Attend weekly team meeting and weekly one-on-one with leader, • Additional responsibilities may be assigned as needed Minimum Qualifications • 18 years of age or older, • Valid Driver’s License and valid automobile insurance, • Successful completion of pre-employment background check, • Must live in area relative to job posting location, • At least two years of relevant experience, • Excellent prospecting, communication, presentation, and networking skills, • Works well independently and as part of a team, • Incentive-driven sales “hunter”, • Professional demeanor and impeccable integrity, • High sense of urgency and innate sales talent, • Enjoys cold-calling and speaking with people face to face, • Accountable for measurable, high-quality, timely results, • Ability to be in the field, a minimum of 50% of the time Preferred Qualifications • High school diploma/GED, • Prior experience in a B2B Sales role, • Prior experience with a CRM tool, such as Salesforce or Hubspot Competencies • Awareness, • Driven, • Resilient, • Respectful, • Committedness Compensation (pay transparency) and Benefits • It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy., • We're not messing around with compensation. A first-year professional may expect an average of $120,000 - $170,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity., • We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement. *State Specific* Nevada and Colorado

About Goosehead Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of our successful franchise partners in the Gonzales-Hatton area of Irvine, CA. Job Summary The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more. Principal Duties and Responsibilities The primary responsibility of an Account Executive is to build a book of business through: • Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry., • Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk. Compensation Summary The first year’s earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President’s Club trip. Experience and Education • Passing the state licensing exam, once hired, • Legally authorized to work in the United States Required Skills and Abilities • Exceptional written and verbal communication, • Experience in a fast-paced work environment, • B2B or B2C sales experience or related college major, • Competitive attitude, • Networking abilities, • Entrepreneurial spirit, • Problem-solving mentality, • Self-motivated, hands on, self-starter mindset that can do the work, • Strong time management, • Strong attention to detail and organization Benefits Summary • Benefit offerings vary per agency* This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner’s franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision. To learn more about our job opportunities, apply here. We look forward to speaking with you!

Work from anywhere. Build a six-figure income. Start immediately with full training. At Beacon National Agency, we are hiring for the position of Customer Sales Representative, offering a fully remote opportunity designed for individuals who want both flexibility and high earning potential. Our system is built to help you succeed quickly, many of our new team members achieve six-digit income levels in their first year by simply following our proven, step-by-step process. From day one, you will receive comprehensive training and ongoing support, ensuring that you are equipped with the knowledge, tools, and confidence needed to perform at a high level. We’ve eliminated unnecessary complexity and built a streamlined system that allows you to focus on what truly matters - connecting with people and closing deals. As a Customer Sales Representative, you will play a key role in driving company growth by working with potential clients, understanding their needs, and presenting tailored solutions. This role offers independence, flexibility, and the opportunity to directly impact your income through your performance. Primary Responsibilities: • Communicate with prospective clients via phone, video, and online platforms (Clients are provided and are already interested - No Cold Calling), • Deliver clear, engaging presentations of company offerings, • Follow a structured system designed to maximize efficiency and results, • Build strong relationships and maintain client engagement, • Manage leads, track progress, and meet performance targets, • Participate in training sessions and apply feedback for improvement What You’ll Gain: • A 100% remote position - no commute, work from anywhere, • A scalable income model with no cap on earnings, • Access to a system that has already helped many earn six figures with a year, • Full onboarding and training program to help you start immediately, • Ongoing mentorship from experienced leaders, • A positive, high-energy team culture focused on success Ideal Candidate Profile: • Motivated and goal-oriented, • Comfortable working independently in a remote setting, • Strong verbal and written communication skills, • Open to coaching and continuous improvement, • Sales experience is a plus but not required (we will train you to succeed) This opportunity is perfect for individuals who are ready to break away from traditional income limitations and take advantage of a system that rewards effort and consistency. At Beacon National Agency, your growth is directly tied to your performance, giving you full control over your earning potential. Many of our team members have transformed their careers by leveraging our system, achieving financial milestones they once thought were out of reach. If you’re ready to do the same, we encourage you to apply. Compensation: This role is structured as a 1099 commission-based independent contractor position.

Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM). Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses. During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in. Responsibilities • Responsible for prospecting new clients, • Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas., • Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN, • Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date., • Attend weekly team meeting and weekly one-on-one with leader, • Additional responsibilities may be assigned as needed Minimum Qualifications • 18 years of age or older, • Valid Driver’s License and valid automobile insurance, • Successful completion of pre-employment background check, • Must live in area relative to job posting location, • At least two years of relevant experience, • Excellent prospecting, communication, presentation, and networking skills, • Works well independently and as part of a team, • Incentive-driven sales “hunter”, • Professional demeanor and impeccable integrity, • High sense of urgency and innate sales talent, • Enjoys cold-calling and speaking with people face to face, • Accountable for measurable, high-quality, timely results, • Ability to be in the field, a minimum of 50% of the time Preferred Qualifications • High school diploma/GED, • Prior experience in a B2B Sales role, • Prior experience with a CRM tool, such as Salesforce or Hubspot Competencies • Awareness, • Driven, • Resilient, • Respectful, • Committedness Compensation (pay transparency) and Benefits • It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy., • We're not messing around with compensation. A first-year professional may expect an average of $90,000 - $105,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity., • We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement. *State Specific* Nevada and Colorado

Start immediately from anywhere and take control of your income with a proven system designed to help you reach six-figure earnings. Stratford Davis Staffing is actively seeking motivated individuals for a Remote Sales Representative position. This role is designed for those who want flexibility, independence, and unlimited earning potential while working from the comfort of home. Our streamlined process and supportive environment enable new team members to gain traction quickly, with many reaching six-figure earnings in their first year by following our established system. From your first day, you’ll receive comprehensive onboarding, hands-on training, and continuous mentorship to ensure you have the skills, confidence, and tools needed to succeed. We’ve simplified the sales process to eliminate guesswork, allowing you to focus on building relationships, presenting solutions, and closing deals. As a Sales Representative, you will play a vital role in driving business growth by connecting with qualified prospects, identifying their needs, and offering tailored solutions that align with their goals. This is a results-oriented position where your effort directly impacts your income, giving you full control over your financial success. Key Responsibilities: • Connect with pre-qualified leads via phone, video conferencing, and online platforms, • Deliver engaging and informative presentations of products and services, • Follow a structured, step-by-step sales system to maximize efficiency and results, • Educate and guide clients through customized solutions in life insurance, Indexed Universal Life (IUL), and annuities., • Build and maintain strong client relationships, • Manage leads, track performance, and consistently meet or exceed targets, • Participate in ongoing training and apply coaching feedback to improve performance What You’ll Gain: • 100% remote work environment with complete location flexibility, • Uncapped commission structure with scalable, six-figure income potential, • A proven system that supports rapid growth and consistent results, • Full training program and immediate onboarding to get you started quickly, • Ongoing mentorship from experienced leaders in the industry, • A collaborative, high-performance culture focused on success Ideal Candidate Profile: • Goal-oriented, self-driven, and motivated to succeed, • Comfortable working independently in a remote setting, • Strong communication and interpersonal skills, • Coachable and open to feedback and development, • Previous sales experience is a plus, but not required (we provide full training) This opportunity is ideal for individuals ready to break away from traditional career limitations and step into a role where their income is directly tied to their performance. At Stratford Davis Staffing, your growth is in your hands, and your earning potential is unlimited. Many of our team members have transformed their financial futures by leveraging our system and support, achieving milestones they once thought were out of reach. If you're ready to do the same, apply today and start building your remote sales career. Compensation: This is a 1099 independent contractor position with a commission-based structure, offering full flexibility and no cap on earnings.

Remote Sales Opportunity with Unlimited Potential — Sales Customer Representative at Joseph and Young Joseph and Young is currently looking for motivated individuals to join our growing remote team. As a Sales Customer Representative, you’ll have the opportunity to work from home, connect with qualified prospects, and earn based on your performance. This role is ideal for individuals who want flexibility, independence, and the ability to grow their income without traditional limitations. What You’ll Do Your main focus will be working with warm leads and helping them explore solutions that fit their needs. Your responsibilities will include: • Reaching out to interested prospects, • Conducting virtual presentations, • Explaining product benefits clearly, • Building and maintaining client relationships, • Following up to close opportunities, • Tracking your sales activity, • You’ll be offering financial products such as life insurance, annuities, and Indexed Universal Life (IUL) policies. What We Provide • Remote work environment (Work from Home), • Flexible schedule, • Access to qualified leads, • Training and mentorship, • Incentive programs and recognition, • Optional exchange benefits to life and health insurance access What We’re Looking For • Self-motivated individuals, • Strong communicators, • Goal-oriented mindset, • Positive and professional attitude, • Willingness to learn and grow Earning Potential This is a commission-based independent opportunity, meaning your income is directly tied to your performance. There is no cap on earnings. Limited to candidates located in the United States. Get Started Today If you’re ready to take control of your schedule and income, apply now and start your journey with Joseph and Young. We don't consider International candidates as of this time.

Kenneth Brown Agency is seeking ambitious individuals to join our growing organization as a Sales Representative. This is a unique opportunity to build a rewarding career from the comfort of your home while benefiting from a high-income potential environment. Our company has developed a simple and efficient sales system designed to help individuals succeed quickly. By following our streamlined steps and utilizing our resources, many of our representatives have been able to achieve six-figure earnings even in their rookie year. As a Sales Representative, your primary focus will be to communicate with prospective clients, understand their financial goals, and match them with solutions that meet their needs. You’ll be supported by a structured onboarding program and ongoing training to ensure you feel confident and capable from day one. Key Responsibilities: • Reach out to and follow up with potential clients (No cold calling), • Conduct virtual presentations and consultations, • Utilize company tools and systems to manage leads and sales, • Build trust and long-term client relationships, • Consistently improve performance through coaching and feedback, • Provide Expert Solutions: Present customized Life Insurance, IUL, and Annuity plans. Why Join Kenneth Brown Agency? • Fully remote position - work from anywhere, • Performance-driven culture with unlimited earning potential, • Proven training system that simplifies the sales process, • Opportunities for growth and leadership roles, • Collaborative and motivating team environment, • Exchange option opportunities to secure healthcare and life insurance. Ideal Candidate: • Driven, positive, and results-focused, • Comfortable working independently in a remote setting, • Strong communication skills, • Open to learning and applying new strategies This role is perfect for individuals who want more control over their income and are ready to take advantage of a system that has already helped many succeed at a high level. Start a commission-based role where no experience is needed, just a positive attitude and willingness to learn and enjoy uncapped earning potential with a realistic path to six figures within your first year. We’ll train you step-by-step, provide the tools you need, and support you along the way so you can confidently build a flexible, high-income work-from-home career.

Work remotely. Take control of your income. Launch quickly with full training and support. Silicon Valley Financial is currently expanding and offering a fully remote opportunity for individuals seeking flexibility paired with strong earning potential. Our model is designed for rapid growth, and many new team members reach six-figure earnings within their first year by following a clear, proven system that works. From the very beginning, you’ll be guided through a complete onboarding program with continuous coaching to ensure you have the skills, tools, and confidence to perform effectively. We’ve simplified the process so you can stay focused on high-impact activities, building connections and driving results without unnecessary distractions. In this role, you’ll contribute directly to company growth by engaging with interested clients, identifying their needs, and offering personalized solutions. The position offers autonomy, schedule flexibility, and a direct link between your performance and your income. Key Responsibilities: • Engage with qualified prospects through phone, video calls, and digital platforms (no cold outreach required - leads are provided), • Present products and services in a clear and compelling way, • Follow a structured workflow designed to improve productivity and outcomes, • Develop and maintain strong client relationships, • Track leads, monitor progress, and achieve performance goals, • Attend training sessions and implement feedback for ongoing development What You’ll Receive: • Fully remote work setup - operate from anywhere with no commute, • Unlimited earning potential through a scalable compensation structure, • Access to a system that has helped many individuals achieve six-figure income within a year, • Comprehensive onboarding to get you started quickly, • Continuous mentorship from experienced professionals, • A supportive, driven team environment focused on growth and success, • Health and Life insurance exchange options, • Enjoy fully covered travel experiences with flights, accommodations, and select activities all paid for, so you can focus on the experience without worrying about expenses. What We’re Looking For: • Self-driven and results-focused individuals, • Ability to work independently in a remote environment, • Strong communication skills, both written and verbal, • Willingness to learn, adapt, and apply coaching, • Previous sales experience is helpful but not required (we provide full training) This opportunity is ideal for those looking to move beyond traditional income limits and step into a performance-based environment where effort and consistency are rewarded. Your success here is directly influenced by your dedication, giving you full control over your financial growth. Many individuals have elevated their careers through this system, reaching milestones they once considered unattainable. If you’re ready to pursue similar results, we invite you to apply. Compensation: This is a commission-based independent contractor opportunity (1099 structure).

About Goosehead Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of our successful franchise partners in the Gonzales-Hatton area of Irvine, CA. Job Summary The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more. Principal Duties and Responsibilities The primary responsibility of an Account Executive is to build a book of business through: • Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry., • Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk. Compensation Summary The first year’s earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President’s Club trip. Experience and Education • Passing the state licensing exam, once hired, • Legally authorized to work in the United States Required Skills and Abilities • Exceptional written and verbal communication, • Experience in a fast-paced work environment, • B2B or B2C sales experience or related college major, • Competitive attitude, • Networking abilities, • Entrepreneurial spirit, • Problem-solving mentality, • Self-motivated, hands on, self-starter mindset that can do the work, • Strong time management, • Strong attention to detail and organization Benefits Summary • Benefit offerings vary per agency* This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner’s franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision. To learn more about our job opportunities, apply here. We look forward to speaking with you!

Sales & Service Development Representative II Location: Irvine, CA – On-site Job Type: Full-Time Compensation: $26/hour + monthly bonus incentives. Company Overview: Mutual of Omaha is a Fortune 300 Company. Mutual Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees. Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works collaboratively, please review and apply for our opening below! Role Overview: At Mutual of Omaha Mortgage, we’re seeking experienced call center sales & service professionals to handle a high volume of outbound and inbound calls. This role emphasizes developing new opportunities through structured outreach, prospecting, and lead qualification. The ideal candidate is a fast learner with strong communication skills, able to follow scripts, adapt in the moment, and quickly build rapport. Success in this role requires thriving in a fast-paced, growth-oriented environment and effectively engaging customers. Key Responsibilities: • Manage a high volume of warm inbound calls efficiently, with a focus on servicing, prospecting, and lead qualification., • Conduct initial contact and follow-up to identify needs and determine customer fit, • Follow scripts verbatim for products and services, applying rebuttals as needed, • Build trust-based relationships by going above and beyond in addressing early customer concerns, • Offer service support or handle simple service questions prior to transferring to a loan officer, • Consistently meet individual and team targets for lead conversion, customer service, productivity, and quality What You’ll Need to Succeed: • Prior experience in a call center, sales, or customer service environment, • Excellent phone communication skills—clear, confident, and persuasive, • Basic technical proficiency, including experience with CRM systems, phone systems, and standard business tools (e.g., Microsoft Excel, Word, etc.), • Ability to multitask and manage time in a high-volume environment, • Preferred: Background in mortgage, finance, and/or sales What We Offer: • Competitive compensation, • Robust training and ongoing coaching, • A supportive team culture committed to excellence Join a team that’s redefining the customer experience in reverse mortgage lending. If you're ready to make an impact, grow your career, and contribute to a high-performing sales & service team, we’d love to hear from you. Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include: • Vacation — Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service., • Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed., • 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday), • Multiple PPO Medical Plans, as well as HDHP eligible plan., • Dental Coverage, • Vision Coverage, • Company Paid Life Insurance, • 401K with a generous employer match, • Additional Benefits including – Optional Life, FSA, Pet Insurance etc., • Free Legal Services, • Employee Loan Program

Job Summary: As a Financial Sales Representative, you will play a vital role in guiding clients through their financial journeys by providing expert advice and tailored solutions. You will help individuals and families achieve their financial goals through comprehensive planning, investment management, and wealth-building strategies. This dynamic position offers the opportunity to develop strong client relationships while leveraging your expertise in financial concepts, securities law, estate planning, and tax strategies. Your proactive approach and dedication will empower clients to make informed decisions that secure their financial futures. Duties: • Develop personalized financial plans by assessing clients’ current financial situations, goals, and risk tolerance, • Provide expert guidance on estate planning, wills, trusts, and estate law to ensure clients’ assets are protected and transferred efficiently, • Promote and sell financial products and services including investment management, cash management solutions, and insurance policies, • Conduct thorough financial analysis using advanced financial software to identify opportunities for growth and risk mitigation, • Stay current on securities law, tax regulations, and industry best practices to ensure compliance and optimal advice, • Build strong customer relationships through regular communication, follow-ups, and tailored service offerings, • Assist clients with portfolio management strategies aligned with their long-term wealth management objectives Additional Information: • Competitive Compensation: Advisors benefit from a compensation package that includes a generous commission structure, a stipend, and residual income., • Comprehensive Benefits: Employees have access to full health benefits and four retirement plans, including two fully funded pensions, providing financial security for the future., • Supportive Work Environment: Northwestern Mutual fosters a collaborative and supportive workplace culture, encouraging teamwork and professional growth., • Reputation and Stability: As a well-established company with a strong reputation in the financial services industry, Northwestern Mutual offers job stability and a respected brand to work for., • Impactful Work: Advisors have the opportunity to make a significant impact on clients' lives by helping them achieve their financial goals and secure their futures., • Career Growth Opportunities: The firm provides numerous opportunities for career advancement and professional development, allowing you to grow within the company. Requirements: • Bachelor's Degree, • 3+ years of sales experience, • Located in Orange County and or willing to commute Join us as a Financial Sales Representative to make a meaningful impact by helping clients secure their future! Your expertise will drive success not only for your clients but also for your professional growth within our team. Job Types: Full-time, Permanent Benefits: • 401(k), • Dental insurance, • Health insurance, • Professional development assistance, • Retirement plan Education: • Bachelor's (preferred) Location: • Irvine, CA Ability to Commute: • Irvine, CA 92612 (Required) Work Location: On site

About Goosehead Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of our successful franchise partners. Job Summary The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more. Principal Duties And Responsibilities The primary responsibility of an Account Executive is to build a book of business through: • Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry., • Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk. Compensation Summary The first year’s earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President’s Club trip. Experience And Education • Passing the state licensing exam, once hired, • Legally authorized to work in the United States Required Skills And Abilities • Exceptional written and verbal communication, • Experience in a fast-paced work environment, • B2B or B2C sales experience or related college major, • Competitive attitude, • Networking abilities, • Entrepreneurial spirit, • Problem-solving mentality, • Self-motivated, hands on, self-starter mindset that can do the work, • Strong time management, • Strong attention to detail and organization Benefits Summary • High quality voluntary health, vision, dental insurance programs, • Paid holidays, vacation, and sick leave, • Benefit offerings vary per agency* This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner’s franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision. To learn more about our job opportunities, apply here. We look forward to speaking with you!

1099 Sales Representative – Merchant Services (Nationwide) Are you an experienced sales professional looking for true income potential, flexibility, and a company that actually supports your growth? We’re expanding nationwide and looking for driven, experienced 1099 sales reps in the merchant services/credit card processing space. What We Offer: • High Split Compensation Programs – keep more of what you close, • Unlimited Commission Upside – no caps, no ceilings, • Lifetime Residuals from Day 1 – build long-term passive income, • Appointment Setting Support – we help put qualified opportunities on your calendar, • Free Clover Program – a powerful, competitive offer that helps you close more deals, • Remote / Flexible Schedule – work from anywhere What You’ll Do: • Prospect and close new business merchant accounts, • Present cost-saving solutions and payment processing options, • Build and maintain long-term client relationships, • Leverage provided tools and appointments to maximize your pipeline What We’re Looking For: • Proven experience in merchant services or payment processing (required), • Strong closing skills and self-motivation, • Ability to work independently as a 1099 contractor, • Entrepreneurial mindset with a focus on long-term income (residuals) Why Join Us? This isn’t a starter role — this is for reps who want to maximize earnings, build residual income, and scale their book of business with real support behind them. If you’re tired of low splits, limited support, or capped earnings, this is your opportunity to level up. Apply today and start building your residual income from day one.

Now hiring Multi-State Payroll Specialist Location Santa Ana, CA Pay Rate: $35.00 - $42.00 per hour Shift: Part Time | Flexible Schedule With Staffmark, you're more than an employee filling a Multi-State Payroll Specialist role - you're a respected team member from day one. Find more than a job with Staffmark - find a team that values your time, talent, and potential. Searching for a Multi-State Payroll Specialist job where your effort actually matters? We're building a team of reliable pros who keep operations moving, and we recognize the value you bring every shift. When responsibility calls, you're ready to lead. These are the qualifications that matter. • Proven experience processing multi-state payroll in a complex environment, • Strong knowledge of payroll tax compliance, including federal, state, and local regulations, • Experience with prevailing wage, Service Contract Act (SCA), and public works payroll, • Familiarity with California DIR requirements and certified payroll reporting, • Experience with QuickBooks and Paychex Flex required, • Strong understanding of payroll accounting, including general ledger, reconciliations, and tax filings, • Knowledge of ERISA, IRS, and Department of Labor regulations, • High level of accuracy, attention to detail, and confidentiality, • Strong communication and cross-functional collaboration skills, • Ability to work independently and manage multiple priorities in a deadline-driven environment Why This Job? We offer weekly pay, medical insurance, dental insurance, vision insurance, life insurance, 401k, short-term disability, employee discounts, and more! Responsibilities • Process weekly and bi-weekly multi-state payroll for exempt and non-exempt employees, • Ensure compliance with federal, state, and local wage and hour laws, including overtime and break requirements, • Prepare and submit certified payroll reports in accordance with prevailing wage requirements and California DIR regulations, • Manage payroll adjustments, including garnishments, deductions, and benefit changes, • Perform payroll accounting functions, including general ledger postings, reconciliations, and journal entries, • Prepare and support quarterly and annual tax filings (e.g., Forms 940, 941, W-2), • Partner with HR, Operations, and Production teams to validate timecards and payroll data, • Serve as a liaison between departments to ensure accurate and compliant payroll processing, • Respond to payroll inquiries with professionalism and maintain strict confidentiality, • Support internal and external audits and prepare required reports, • Assist with payroll system improvements and ongoing process enhancements Friendly Team. Smooth Flow. "This place is low stress and fast paced...The people are friendly and helpful. They treat you like family," - Staffmark Associate Join a Team That Works for You At Staffmark, we're more than just a staffing company-we're your career partner. As part of RGF Staffing and Recruit Group, anHR powerhouse behind big names like Indeed and Glassdoor, we've got the muscle and the know-how to get you where you want to go. With more than half a century of experience and a track record of putting hundreds of thousands of people to work every year, we've got your back. Whether you're looking to level up, switch gears, or just get to work fast, we make it happen. Join us and experience the advantage of working with a trusted name in recruiting-because your success is our success. The base pay range listed reflects what we reasonably expect to offer for this role. Actual pay may vary based on location, experience, and performance. Depending on the position, benefits may include medical, dental, and vision coverage; retirement and savings plans; paid holidays and time off; supplemental insurance; and additional wellness or incentive programs. At Staffmark, we connect hardworking people with great companies, creating opportunities that make a lasting impact. Staffmark is an equal opportunity employer. Allapplicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status, or any other legally protected status. Staffmark offers reasonable accommodations for qualified individuals with disabilities; contact your local branch for inquiries. Staffmark is an E-Verify employer. See our Privacy Notice for Candidates and Employees/Contractors at https://smgroupna.com/privacy-notice-for-candidates-and-employees-contractors. By applying, you consent to receive AI-generated and non-AI-generated calls, texts, or emails from Staffmark Group, its affiliates, and partners. Frequency varies and message/data rates may apply. Reply STOP to cancel or HELP for help.

Company Description National Credit Partners (NCP) is a financial services firm focused on supporting alternative lenders and business owners in navigating and resolving debt challenges. Through our Business Debt Mediation program, we provide innovative, structured solutions that safeguard lender interests while enabling businesses to achieve sustainable repayment plans. Our approach improves cash flow, stabilizes operations, and ensures funders recover outstanding balances. NCP is committed to creating win-win resolutions that foster strong lender-merchant relationships and long-term success. Located in Costa Mesa, CA, we pride ourselves on delivering professional and results-oriented debt resolution services. Role Description We are seeking a motivated and detail-oriented Corporate Legal Counsel to support our organization with ongoing legal needs related to client file oversight, contract review, case coordination, and general corporate matters. This position is an excellent opportunity for a newer attorney who is looking to gain meaningful, hands-on legal experience. Whether you are early in your career, building your own practice, or seeking a strong entry point into in-house work, this role offers exposure to real cases, direct interaction with company leadership, and the chance to develop a broad legal skill set. The legal workload is consistent but not overwhelming, making this an excellent opportunity for a newer attorney to gain hands-on corporate experience. While we expect professionalism and strong attention to detail, we are fully prepared to train the right candidate and help them develop in the role. Qualifications • Proficiency in Law, including regulatory and compliance knowledge, • Strong skills in Contract Negotiation and interpreting complex agreements, • Experience with Legal Document Preparation, particularly contracts, settlements, and business agreements, • Ability to identify and resolve Legal Issues effectively, • Expertise in providing sound Legal Advice to support organizational decision-making, • Exceptional communication and analytical skills, • Bar admission and the ability to practice law in California, • Prior experience in corporate legal environments or financial services is a plus What We Offer • Flexible structure: part-time or full-time, depending on fit, • A valuable opportunity for a new attorney to gain practical, substantive in-house legal experience, • A supportive environment with direct access to company leadership, • An opportunity to broaden legal skills across contract work, corporate matters, and case coordination Compensation Compensation structure will be determined based on experience, time availability, and whether the role is structured as W-2 or 1099.

About Us: Chamberlain Group is an independent financial services firm based in the Newport Beach/Irvine, CA area. For over 49 years, our boutique practice has delivered tailored wealth management solutions to business owners, ultra-high-net-worth individuals, and their families, with client net worth ranging from $50 million to $5 billion. We specialize in investment advisory, estate and succession planning, life insurance, executive benefits, and non-qualified plans, with a steadfast commitment to preserving and growing our clients’ wealth across generations. Our firm prides itself on enduring client relationships, exceptional products and services, and a team culture rooted in integrity and stewardship. Enjoy a vibrant workplace with a collaborative, supportive environment and unique perks that make our corporate culture truly special. Apply today to join a team dedicated to excellence and long-term success. Opportunity: The Wealth Management Paraplanner provides support to the Advisory team in a one-to-one working relationship, primarily to the CEO (Mike Kiley) and secondarily to other advisors. The primary functions of this role include but are not limited to: (1) advisor support; (2) client proposals; (3) plan implementation; and (4) research, in order to support and leverage the efforts of the CEO and other advisors in all matters, meetings and events involving clients and prospects. The Wealth Management Paraplanner must be resourceful and enjoy working within a small, entrepreneurial environment that is mission-driven, results-driven and community oriented. The ideal individual will have the ability to exercise good judgement in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain a realistic balance among multiple priorities. The Wealth Management Paraplanner will have the ability to work independently on projects, from conception to completion, and must be able to work under pressure at times to manage a variety of activities and confidential matters with discretion. Key Responsibilities: Advisor Support • Understand and implement complex strategies, including Wealth Transfer, Estate Tax Mitigation, and Charitable Strategies., • Facilitate data collection and management., • Receive, process, and disseminate data to team according to standard office procedures., • Organize, prepare and/or execute client communication, including but not limited to agenda, meeting minutes, and follow up and engagement letters., • Provide internal professional opinions, advice, and recommendations to advisors. Client Proposals • Manage development and maintenance of client facing materials and library., • Complete and/or coordinate initiation, production, compiling, tracking, and archiving prospective client proposals and current client reports., • Create case analysis, narrative, spreadsheets, schematics, and calculations., • Prepare and deliver multi-life employer and employee communications., • Schedule, prepare for, and participate in multi-life employee meetings. Plan Implementation • Coordinate, manage and/or execute implementation with client advisors and designated client team in a progressive timeline to full completion of task(s); keeping all necessary parties informed., • Assist to help implement legal documentation for non-qualified plans, insurance, and estate planning strategies. May include follow-up with or assistance in design for non-qualified plans with attorney or legal resources to help clients implement the desired strategies., • Collaborate in the internal maintenance of client documentation and files, including, but not limited to legal documents, meeting notes, etc. Research • Research client questions or strategies, which may include, but are not limited to insurance, income taxation, estate taxation, legal, and non-qualified plans., • Continually invest time in Education (reading, researching, etc.) and share as applicable to the advisor team and/or CG staff to help maintain compliance with new rules, laws, court cases, etc. Requirements • Strong work tenure: 10+ years in life insurance - marketing support, and/or advisor support., • BA/BS degree in Business, Finance or related., • CLU, ChFC, CFP, CPA, or Law Degree., • Measured competency in mathematics and financial spreadsheets., • Knowledge of life insurance products and marketing techniques., • Strong initiative, critical thinking, flexibility, accountability., • Strong attention to detail with ability to organize, prioritize, and manage multiple tasks within set deadlines., • Platinum-level interpersonal skills and ability to build relationships with advisors, staff, clients, client advisors, and vendors., • Ability to work autonomously and perform well under pressure., • Expert level written and verbal communication skills., • Highly proficient in Microsoft Office, CRM systems, and able to develop competency in common software programs., • Ability to use personal discretion to deal with sensitive and confidential data, with tact, diplomacy, and a courteous bedside manner., • Willingness to pursue industry licenses and designations as directed., • Must be available to travel occasionally. Compensation: • Base Salary: For CA based positions, the base salary range is $175,000 - $200,000. This represents base salary range only., • Other Compensation: In addition to the base salary, this position will be eligible to be considered for an annual performance bonuses. Benefits: • Performance bonus, • Health, dental and vision insurance, • 401(k)/Profit Sharing, • Paid holidays, • Paid time off Work Location: In person

Position: Tax Attorney (High Net Worth Individual Tax Planning) Company: Talley Law Group | Orange, CA | Hybrid Employment Status: Full-Time Compensation: $180,000 to $200,000 Base + Bonus Eligible Location: Orange, CA | Hybrid About the Firm Talley Law Group (TLG) and its affiliated entity Talley LLP (Talley) deliver integrated tax, legal, accounting and consulting services to entrepreneurially driven businesses and high-net-worth individuals. Our professionals act as each client’s most trusted advisor by providing strategic and technically sophisticated solutions across complex financial, tax, and legal matters, along with the legal documentation necessary to substantiate them. Position Summary Talley Law Group is seeking a Tax Attorney to lead sophisticated individual tax planning for our high-net-worth clients. This role is built for an attorney who lives in complex individual income tax, enjoys structuring elegant solutions for business owners, investors, and family principals, and brings estate planning experience to round out integrated, multi-year planning conversations. The ideal candidate combines deep technical command of individual tax planning with the ability to quarterback matters that touch pass-through entities, closely held business interests, liquidity events, real estate holdings, and California residency planning. Estate planning experience supports the work but is not the primary focus. What You Will Do • Lead sophisticated individual income tax planning for high-net-worth individuals, business owners, investors, and family principals., • Structure and advise on pass-through entity strategies, including Subchapter K and S planning, basis management, and entity selection for closely held businesses., • Draft and execute the transactional documentation that implements the plan, including entity formations, operating agreements, assignments of LLC and partnership interests, deed transfers, promissory notes, and related instruments., • Integrate estate planning considerations into the income tax plan, coordinating with trust and estate counsel or handling select trust work where it supports the client relationship., • Advise on real estate tax planning, including section 1031 exchanges, section 721 transactions, and related structures., • Guide clients through California residency planning and multi-state exposure for individuals and their closely held interests., • Prepare technical memoranda and planning recommendations grounded in current statutory, regulatory, and administrative guidance., • Conduct substantive tax research as the complexity of each matter requires, leveraging modern research platforms and AI-assisted tools., • Provide occasional support on tax controversy matters for individual clients, including audit responses and IRS and FTB notice resolution. This is a limited portion of the role. Essential Functions Individual Tax Planning and Advisory • Serve as the lead tax attorney on high-net-worth individual and family client relationships, delivering proactive, year-round service., • Design and implement income tax strategies across investment portfolios, closely held business interests, and real estate holdings., • Identify and execute planning opportunities through return review, quarterly projections, and ongoing client dialogue., • Collaborate with internal CPAs and external advisors, including wealth managers and investment bankers, to deliver coordinated solutions., • Lead client meetings with confidence, technical authority, and commercial judgment. Transactional Documentation and Implementation • Prepare assignments of LLC and partnership interests for gifting, sales, and internal restructurings., • Handle deed transfers, including grant deeds, trust transfer deeds, and related real estate documentation tied to the planning., • Coordinate filings, recording, and funding steps so every structure is implemented cleanly, not just designed on paper., • Form and restructure closely held entities, including LLCs, partnerships, and S corporations, to support the client’s tax plan., • Draft and review operating agreements, partnership agreements, and related governance documents, along with amendments as client structures evolve. Estate Planning Support • Bring estate planning fluency to integrated client conversations, including trust structures, lifetime gifting, and wealth transfer considerations., • Coordinate with estate planning counsel on implementation, funding, and ongoing administration where it supports the client’s tax plan., • Advise on the income tax consequences of trust structures, including fiduciary income tax and distribution planning. Technical Research and Analysis • Conduct well-reasoned tax research to support sophisticated planning, recognizing that complex individual matters routinely require deep technical work., • Produce clear, authoritative technical memoranda and planning recommendations., • Stay current on federal and California tax legislative, regulatory, and case law developments and communicate the impact to clients and colleagues., • Use AI-assisted research platforms such as Bloomberg, Checkpoint, and Blue J with sound professional judgment. Collaboration and Firm Support • Serve as a go-to resource for colleagues on individual tax questions, particularly for high-net-worth client matters., • Partner with business tax, compliance, and accounting teams on integrated client engagements., • Contribute to internal training sessions, knowledge-sharing, and firm improvement initiatives. Mentorship and Professional Development • Develop and maintain a personalized Balanced Scorecard (BSC) that outlines your strategic steps toward personal and professional growth in alignment with firm goals., • Provide guidance and on-the-job training to junior attorneys and support staff., • Participate actively in firm initiatives and team activities., • Maintain required CPE and CLE. What Success Looks Like We want this person to hit the ground running and grow with the firm. Here is a general sense of what we hope to see: First 45 Days: Get oriented. Learn our systems, meet your colleagues, and develop a clear picture of your client portfolio and BSC goals. First 90 Days: Begin leading client tax planning conversations, manage assigned engagements with growing independence, and identify early planning opportunities across your book. First 6 Months: Complete onboarding, own individual tax planning engagements end to end, manage matters on budget, and demonstrate active progress on your BSC. First Year: Own your client relationships as a trusted advisor on individual tax planning, contribute to integrated estate and business tax conversations, and establish yourself as a credible internal and external voice. Implement your first-year BSC and build out your second-year plan. What We Are Looking For • 5 to 7 years of experience in high-net-worth individual tax planning at a law firm, CPA firm private client group, or integrated advisory practice., • Deep technical command of individual income tax planning, including pass-through entities, closely held business interests, liquidity events, and real estate holdings., • California residency and multi-state income tax planning experience., • Hands-on experience drafting and implementing transactional documentation, including entity formations, operating and partnership agreements, assignments of LLC and partnership interests, deed transfers, and promissory notes., • Estate planning experience, including trust structures, lifetime gifting, and wealth transfer concepts, sufficient to support integrated planning conversations., • Strong tax research skills and the ability to produce clear, well-reasoned written analysis on complex matters., • Comfort with AI-assisted legal and tax research tools., • Outstanding written and verbal communication skills, including the ability to explain complex tax issues to non-attorney clients., • JD and LLM in Taxation required. Active California Bar membership required. Compensation and Schedule Base salary of $180,000 to $200,000 depending on experience, plus bonus eligibility. This is a hybrid role with one required in-office day per week (Wednesdays). Minimal travel expected. Talley Law Group is an equal opportunity employer.

Applies Underwriting policy, philosophy and procedures to evaluate the acceptability of submitted business. Based on qualifications and experience, this position can be filled at either an Underwriting Specialist or Senior Underwriting Specialist level. What You'll Do In this role, you will: Work closely with agency partners and internal sales partners to obtain information needed to properly underwrite, price, and program individual policies/accounts. Through the use of manuals, established procedures, and information collected works on the more complex underwriting assignments. Refer business outside of authority limit. Responsible for underwriting of the more complex, larger accounts. Evaluate established procedures for effectiveness and recommends change. Work closely with other business products functions to ensure service and quality objectives are met. These units include rating, general services, audit, safety sciences, customer accounting and customer service. Demonstrate an understanding of the insurance marketplace, and emerging industry issues. Train other underwriters, give presentations and conduct training on underwriting procedures. What it Takes Bachelor's degree or equivalent work experience 5+ years of related work experience Previous insurance underwriting experience, middle market underwriting experience in construction, manufacturing, wholesale, real estate, and service industries is preferred Completion or in the process of taking insurance courses such as IIA and CPCU preferred Demonstrated knowledge of specific product line insurance concepts and terminology Comprehensive knowledge of reinsurance procedures Effective analytical, human relations, and communication skills Limited Travel What You'll Receive At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you'll receive. Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work form home if you choose to, Tuesday through Thursday in office. 401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle. Well-being and Employee Assistance programs Sentry Foundation gift matching program to encourage charitable giving In the state of California, at an Underwriting Specialist level, based on qualifications and experience the range for annual compensation for this position is between $98,900 - $148,300 In the state of California, at an Underwriting Specialist Senior level, based on qualifications and experience the range for annual compensation for this position is between $119,600 - $179,400 About Sentry We take great pride in making Forbes' list of America's Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction. Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we're one of the largest and financially strongest mutual insurance companies in the United States. We're rated A+ by A.M. Best, the industry's leading rating authority. Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth. Get ready to own your future at Sentry. Opportunities await! Joe Larsen _ Senior Talent Acquisition Specialist Equal Employment Opportunity Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.

_ Description JOB SUMMARY The RCM Aging Specialist is responsible for follow-up on aged accounts by working insurance A/R aging reports (60/90/120+ days) to identify unpaid or underpaid claims and ensure timely, accurate reimbursement from insurance companies. This role requires strong payer communication skills, effective time management, attention to detail, and a working knowledge of reimbursement guidelines, appeals processes, and compliance regulations. POSITION WITHIN THE ORGANIZATION 1. Reports to Reimbursement Supervisor, 2. Cooperates with all departments across the organization, 3. Organizes activities with Customer Care, Sales, Commercial and external vendors, 4. Participates in: • Department meetings, • Project meetings, • Working groups, • Project groups Requirements ESSENTIAL DUTIES AND RESPONSIBILITIES • Collects payments due from insurance companies, hospitals, and patients in compliance with CLIA, OIG, and all applicable federal and state regulations., • Performs follow-up with insurance carriers on claims and appeals when no payment or correspondence has been received within required timeframes., • Follow up with insurance companies via portals, phone calls, and emails to resolve claim status, • Contacts clients, physician offices, and facilities to obtain medical records required for claim reviews, audits, or appeals., • Prepares appeal letters and letters of interest for submission to insurance carriers and managed care organizations., • Review patient balances and determine insurance vs. patient responsibility, • Coordinate with patient billing team when balances roll over to self-pay, • Reviews account files to determine appropriate write-offs based on allowable reimbursement guidelines and submits recommendations to the Reimbursement Supervisor., • Investigates and prepares refund requests from payers and submits documentation to the Reimbursement Director., • Negotiates single-claim settlements with insurance carriers and third-party administrators in accordance with department policies., • Interfaces with insurance representatives, physician offices, and hospitals regarding billing inquiries and service schedules., • Provides account status and reimbursement data to the sales team as needed., • Identify trends in denials or delays and report them to leadership or coding/billing teams EDUCATION AND EXPERIENCE REQUIREMENTS EDUCATION • High school diploma or general education degree EXPERIENCE • Minimum of 1 year experience in medical billing, accounts receivable, or revenue cycle management (aging and follow-up required)., • Strong Knowledge of EOBs, denial codes, and payer-specific reimbursement rules, • Strong knowledge of insurance claims processing, appeals, reimbursement methodologies, and payer guidelines., • Familiarity with compliance standards including CLIA, OIG, HIPAA, and other applicable regulations., • Excellent written and verbal communication skills, including professional payer and patient interaction., • Ability to negotiate reimbursement effectively and document outcomes accurately., • Strong analytical, organizational, and time-management skills., • Proficiency with billing systems, clearinghouses, and Microsoft Office applications. PREFERRED QUALIFICATIONS • Experience working with hospital, laboratory, or physician billing environments, • Prior experience handling insurance appeals and payer negotiations, • Experience with XIFIN billing and revenue cycle management systems, • Working knowledge of Salesforce (Sales Force) CRM, including account tracking and reporting • PRIVACY NOTICE: To review the California privacy notice, click here: _, • Employees must not be classified as an excluded individual who is prohibited from participation in any Federal health care program. BEHAVIOURAL COMPETENCIES/DESIRED SKILLS • Excellent problem resolution, • Excellent customer service skills, • Outside-the-box thinker WORKING ENVIRONMENT Establishes ADA (Americans with Disabilities Act) requirements ENVIRONMENT/SAFETY/WORK CONDITIONS Working conditions (inside or outside the office). • General office environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions., • Maintains a clean, neat, and orderly work area., • Adheres to Department Specific Safety Guidelines., • Standing, sitting, walking, bending, reaching, manual manipulation, and lifting up to 15 pounds. TRAVEL • No travel is required OTHER DUTIES Other duties as required by management. Salary Description $23.00 - $29.00 per hour

Now hiring Senior Financial Analyst Location Costa Mesa, CA Salary: $105,000.00 per year 8:00 AM - 5:00 PM Join Staffmark and discover a Senior Financial Analyst position where your work matters and your contributions are truly appreciated. Want a Senior Financial Analyst job where you're treated like part of the team, not just part of the process? We're hiring motivated individuals who keep things moving - and we don't take that lightly. Every role makes an impact. Here's what it takes to make yours count. • Bachelor's degree in Finance, Accounting, Business, Mathematics, or related field, • 3+ years of experience in FP&A, financial analysis, or accounting, • Strong financial modeling, forecasting, and variance analysis skills, • Advanced Excel proficiency; experience with SAP or ERP systems preferred, • Excellent analytical, problem-solving, and organizational skills, • Strong attention to detail and ability to manage multiple priorities, • Effective written and verbal communication skills Responsibilities: Financial Planning & Analysis • Support annual budgeting, quarterly forecasting, monthly re-forecasting, and long-term financial planning, • Build and maintain advanced financial models for scenario and sensitivity analysis, • Perform detailed variance analysis of actuals vs. budget/forecast with actionable insights, • Prepare financial reports, KPIs, dashboards, and executive presentations for leadership, • Partner with cross-functional teams to align assumptions and improve forecast accuracy, • Identify cost optimization opportunities and support business performance improvements Accounting & Treasury Support • Prepare and post month-end journal entries and maintain supporting documentation, • Reconcile general ledger accounts and ensure data accuracy, • Support daily cash operations, Accounts Payable, and Accounts Receivable functions as needed Financial Reporting • Oversee consolidated reporting across multiple entities, ensuring accuracy and compliance, • Analyze financial performance across regions and subsidiaries, including international operations, • Deliver executive-level reporting packages with key trends and insights Process Improvement & Ad-Hoc Analysis • Support special projects, business cases, and strategic initiatives, • Identify and implement improvements to FP&A processes, tools, and reporting efficiency, • Enhance automation and streamline financial analysis workflows More Than Just a Paycheck. Real support. Real benefits. Real opportunity. Here's the breakdown: Right in the Mix. Work side by side with a team that appreciates what you do. Pay That Adds Up. Competitive weekly pay for your time and talent. Health and Happiness. Medical, dental, vision, and life insurance included. Everyday Extras. Employee discounts that make life a little easier. Growth Ahead. Learn, advance, and keep moving forward. Marvin's Take? Fast and Straightforward "They get you on the job fast." - Marvin, Staffmark Associate Join a Team That Works for You At Staffmark, we're more than just a staffing company-we're your career partner. As part of RGF Staffing and Recruit Group, anHR powerhouse behind big names like Indeed and Glassdoor, we've got the muscle and the know-how to get you where you want to go. With more than half a century of experience and a track record of putting hundreds of thousands of people to work every year, we've got your back. Whether you're looking to level up, switch gears, or just get to work fast, we make it happen. Join us and experience the advantage of working with a trusted name in recruiting-because your success is our success. The base pay range listed reflects what we reasonably expect to offer for this role. Actual pay may vary based on location, experience, and performance. Depending on the position, benefits may include medical, dental, and vision coverage; retirement and savings plans; paid holidays and time off; supplemental insurance; and additional wellness or incentive programs. At Staffmark, we connect hardworking people with great companies, creating opportunities that make a lasting impact. Staffmark is an equal opportunity employer. Allapplicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status, or any other legally protected status. Staffmark offers reasonable accommodations for qualified individuals with disabilities; contact your local branch for inquiries. Staffmark is an E-Verify employer. See our Privacy Notice for Candidates and Employees/Contractors at https://smgroupna.com/privacy-notice-for-candidates-and-employees-contractors. By applying, you consent to receive AI-generated and non-AI-generated calls, texts, or emails from Staffmark Group, its affiliates, and partners. Frequency varies and message/data rates may apply. Reply STOP to cancel or HELP for help.

Title: Portfolio Accounting Analyst Location: Santa Ana, CA Pay: $28 - $33 per hour (depending on experience) Hours: 7 am - 4 pm or 8 am - 5 pm, M-F Develop your investment career with Staffmark. This is a great opportunity to work for a company that prides itself on mentorship and career development. Keep reading to learn more. Key Responsibilities • Set up and maintain asset profiles in the trust accounting and reporting system, • Reconcile financial data across multiple databases and reporting platforms, • Manage daily cash receipting, wire transfers, and investment transactions, • Journalize and reconcile daily cash and investment activity, • Coordinate with the Operations Group on bond and loan settlements, • Review and reconcile overdrawn accounts, • Respond promptly to bondholder and client inquiries Qualifications • Bachelor's degree (BA/BS) required in Accounting, Finance, or Economics, • 2+ years of experience in the Mortgage/Accounting/Financial Field, • Strong understanding of financial accounting principles, • Advanced Excel skills (pivot tables, VLOOKUP, etc.), • Excellent attention to detail, organization, and communication skills, • Ability to work effectively in a team-oriented, fast-paced environment Staffmark Employee Benefits Medical, Dental, and Vision Insurance | Life Insurance | Short-term Disability | 401k Plans | Weekly Pay | Employee Discount Programs Unlock these incredible benefits by clicking 'Apply Now'. Our team is eager to connect with you and help you launch your journey into this exciting new career opportunity! The base pay range listed reflects what we reasonably expect to offer for this role. Actual pay may vary based on location, experience, and performance. Depending on the position, benefits may include medical, dental, and vision coverage; retirement and savings plans; paid holidays and time off; supplemental insurance; and additional wellness or incentive programs. At Staffmark, we connect hardworking people with great companies, creating opportunities that make a lasting impact. Staffmark is an equal opportunity employer. Allapplicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status, or any other legally protected status. Staffmark offers reasonable accommodations for qualified individuals with disabilities; contact your local branch for inquiries. Staffmark is an E-Verify employer. See our Privacy Notice for Candidates and Employees/Contractors at https://smgroupna.com/privacy-notice-for-candidates-and-employees-contractors. By applying, you consent to receive AI-generated and non-AI-generated calls, texts, or emails from Staffmark Group, its affiliates, and partners. Frequency varies and message/data rates may apply. Reply STOP to cancel or HELP for help.

Job Description: Joining The American Red Cross is like nothing else - it's as much something you feel as something you do. You become a vital part of the world's largest humanitarian network. Joining a team of welcoming individuals who are exceptional, yet unassuming. Diverse, yet uncompromising in unity. You grow your career within a movement that matters, where success is measured in people helped, communities made whole, and individuals equipped to never stop changing lives and situations for the better. When you choose to be a force for good, you'll have mentors who empower your growth along a purposeful career path. You align your life's work with an ongoing mission that's bigger than all of us. As you care for others, you're cared for with competitive compensation and benefits. You join a community that respects who you are away from work as much as what you do while at work. Where Your Career is a Force for Good! What You Need To Know: Support the attraction, retention and scheduling of potential blood drive sponsors and education of various stakeholders to maximize blood drive success and achieve established monthly, quarterly and annual blood collection goals. Provide support, development and/or leadership guidance to all volunteers. This position will support Orange County, Chino & Corona. Key Responsibilities: Identify, develop and implement creative strategies to attract, manage and retain potential blood drive Sponsors and feeder groups for existing blood drives to meet monthly, quarterly, and annual collection goals. Identify and apply appropriate methods to ensure efficient scheduling of blood drives by assigned Sponsors to meet blood collection goals. Provide sufficient organizational and operational support to sponsor contact to ensure achievement of collection operation and annual goals. Coordinate activities with appropriate collections personnel to ensure a positive Sponsor and donor experience and smooth, efficient operations. Schedule and implement education programs for Sponsor contact, recruitment committees, line volunteers and volunteer Telerecruiters within assigned groups to assist in meeting collection objectives and to comply with all ARCBS directives, Code of Federal Regulations, local operating procedures and other related regulatory requirements. Develop a working knowledge of the community, its government, demographics and organizations. Apply that knowledge to all aspects of servicing Sponsor groups and the expansion of the blood program. Maintain accurate records in the system to provide tracking and statistical data on Sponsor group performance. Appropriately utilize tools, technology and strategy provided by the organization to enhance customer service, efficiency and productivity. What You Need To Succeed: Bachelor's degree OR a combination of education and work experience. 1 year of related experience preferred or equivalent combination of education and related experience required. Knowledge of group dynamics, direct sales, customer maintenance techniques, negotiation skills, and the ability to effectively implement programs is preferred. Good organizational skills and the ability to handle multiple priorities effectively are required. Excellent oral and written communication skills, including training and presentation skills is required. A current valid driver's license and good driving record is required. May be required to travel to sites throughout the Red Cross organization. Sales Experience Preferred BENEFITS FOR YOU: As a mission-based organization, we believe our team needs great support to do great work. Our comprehensive package includes: Medical, Dental Vision plans Health Spending Accounts & Flexible Spending Accounts PTO: Starting at 15 days a year; based on type of job and tenure Holidays: 11 paid holidays comprised of six core holidays and five floating holidays 401K with up to 6% match Paid Family Leave Employee Assistance Disability and Insurance: Short + Long Term Service Awards and recognition The salary range for this position is $70,304-$72,000, plus incentive. Note that American Red Cross salaries are aligned to the specific geographic location in which the work is primarily performed. Other factors that may be used to determine your actual salary may include your specific skills, how many years of experience you have and comparison to other employees already in this role. The American Red Cross is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, San Diego Fair Chance Ordinance, the California Fair Chance Act and any other applicable state and local laws. AmeriCorps, the federal agency that brings people together through service, and its partners - the Peace Corps, AmeriCorps Alums, National Peace Corps Association, and the Service Year Alliance - launched Employers of National Service to connect national service alumni with opportunities in the workforce.American Red Cross is proud to be an _ partner and share our employment opportunities with the network of organizations. Interested in Volunteering? Visit_ to learn more, including our most-needed volunteer positions. To view the EEOC Summary of Rights, click here: _

Job Locations US-MO-Saint Louis | US-CA-Irvine Primary Posting Location : City Saint Louis Primary Posting Location : State/Province MO Primary Posting Location : Postal Code 63105 Primary Posting Location : Country US Requisition ID 2026-439035 Position Type Full Time Category Professional: (IT, Finance, Legal, HR, Talent Acquisition, Administrative, Customer Service) Minimum USD $67,000.00/Yr. Maximum USD $95,000.00/Yr. Senior Accountant The Senior Accountant applies advanced accounting knowledge to manage assigned accounting areas, lead components of the monthly, quarterly, and annual close processes, and support financial reporting in accordance with U.S. GAAP and internal accounting policies. This role partners crossfunctionally, supports internal and external audits, and contributes to continuous improvement of accounting processes and internal controls. This position offers the opportunity to contribute to the financial accuracy and operational efficiency of a global public company. Job Will Remain Open Until Filled The Company is one of North America's leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today. Responsibilities Lead and execute assigned aspects of the monthly, quarterly, and annual close processes including journal entry preparation, review, posting, and preparation of supporting schedules Perform detailed balance sheet account reconciliations and analyses while proactively identifying and resolving discrepancies Partner with finance, operations, and other crossfunctional teams to support business activities and resolve accounting matters Support internal and external audits by preparing documentation, responding to inquiries, and explaining accounting conclusions Identify opportunities to improve accounting processes, controls, and efficiency while supporting system enhancements and automation initiatives Assist with interpretation and application of accounting policies and procedures Provide guidance and informal mentoring to staff accountants as appropriate Qualifications Education Requirements: Bachelor's degree Experience Requirements: 4-6 years experience in relevant field Travel requirement: No travel requirements Supervisor Responsibility Direct Reports: This position does not have supervisory responsibilities for direct reports Indirect Reports: Does not have direct reports, but may delegate work of others and provide guidance, direction and mentoring to indirect reports Required Knowledge and Skills Experience working in a SOXcompliant environment Ability to meet close and reporting deadlines with strong attention to detail and accuracy Strong communication and interpersonal skills to collaborate effectively across departments Advanced spreadsheet proficiency and experience with enterprise accounting or close management systems Adaptability and comfort operating in a fastpaced, evolving environment Strong accounting judgment with a resultsoriented and continuous improvement mindset Environmental & Physical Requirements Office / Sedentary Requirements: Incumbent must be able to perform the essential functions of the job. Work is performed primarily in an office environment. Typically, requires the ability to sit for extended periods of time (66%+ each day), ability to hear telephone, ability to enter data on a computer and may require the ability to lift up to 10lbs. Additional Information Regarding Job Duties Job duties include additional responsibilities as assigned by one's supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job positions, or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by law. The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of associates so classified. The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by law. Not ready to apply? Connect with us for general consideration.

Who We Are UCI Health is the clinical enterprise of the University of California, Irvine, and the only academic health system based in Orange County. UCI Health is comprised of its main campus, , a 459-bed, acute care hospital in in Orange, Calif., four hospitals and affiliated physicians of the UCI Health Community Network in Orange and Los Angeles counties and ambulatory care centers across the region. Listed among America's Best Hospitals by U.S. News & World Report for 23 consecutive years, UCI Medical Center provides tertiary and quaternary care and is home to Orange County's only , and American College of Surgeons-verified , and . UCI Health serves a region of nearly 4 million people in Orange County, western Riverside County and southeast Los Angeles County. To learn more about UCI Health, visit _ Your Role on the Team Position Summary: The Biller IV is a Denial Specialist and serves as a resource to other staff dealing with difficult accounts and needing help with troubleshooting. The Denials Specialist may be assigned to a specialized area of PFS requiring advanced knowledge and will respond to questions from patients, physicians, payers and others to include attorneys regarding the status of accounts. The Denials Specialist will identify trends by the payers and UCI, assisting in the resolution as appropriate and will act as a liaison between Patient Financial Services and contracted vendors. What It Takes to be Successful Required Qualifications: • Skilled at using computerized systems and applications to maintain/update patient accounting information, • Must possess the skill, knowledge and ability essential to the successful performance of assigned duties, • Must demonstrate customer service skills appropriate to the job, • Good math skills to perform a variety of calculations related to patient accounting, • Excellent written and verbal communication skills in English, • Excellent communication skills to effectively interact with PFS staff, leaders of the organization, payers, patients and their families and the external community, • Effective data and numerical data entry skills, • Demonstrated experience in CPT, HCPC and ICD billing codes, authorization requirements and related documentation, • Advanced knowledge of revenue cycle processes gained from previous related work experience in a healthcare setting, • Advanced knowledge of a variety of non-governmental and governmental payers, • Ability to train staff and assist in assessing related competency proficiency, • Ability to resolve routine and non-routine errors independently and to assist others in problem solving, • Ability to maintain a work pace appropriate to the workload, • Ability to facilitate cash collection on patient accounts, • Ability to establish and maintain effective working relationships across the Health System, • Ability to be a resource to staff for problematic and difficult accounts Preferred Qualifications: • Prior reimbursement analyst experience, • Minimum 5 years' experience as a Denial Specialist, • Knowledge of University and medical center organizations, policies, procedures and forms Total Rewards We offer a wealth of benefits to make working at UCI even more rewarding. These benefits may include medical insurance, sick and vacation time, retirement savings plans, and access to a number of discounts and perks. Please utilize the links listed here to learn more about our and . Conditions of Employment: The University of California, Irvine (UCI) seeks to provide a safe and healthy environment for the entire UCI community. As part of this commitment, all applicants who accept an offer of employment must comply with the following conditions of employment: • Background Check and Live Scan, • Employment Misconduct*, • Legal Right to Work in the United States, • Vaccination Policies, • Smoking and Tobacco Policy, • Drug Free Environment *Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. The following additional conditions may apply, some of which are dependent upon business unit or job specific requirements. • California Child Abuse and Neglect Reporting Act, • E-Verify, • Pre-Placement Health Evaluation Details of each policy may be reviewed by visiting the following page: _ Closing Statement: The University of California 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, age, protected veteran status, or other protected categories covered by the _. We are committed to attracting and retaining a diverse workforce along with honoring unique experiences, perspectives, and identities. Together, our community strives to create and maintain working and learning environments that are inclusive, equitable, and welcoming. UCI provides reasonable accommodations for applicants with disabilities upon request. For more information, please contact UCI's Employee Experience Center (EEC) at eec@uci.edu or at (949) 824-0500, Monday - Friday from 8:30 a.m. - 5:00 p.m. Consideration for Work Authorization Sponsorship Must be able to provide proof of work authorization

Who We Are Founded in 1965, UC Irvine is a member of the prestigious Association of American Universities and is ranked among the nation's top 10 public universities by U.S. News & World Report. The campus has produced five Nobel laureates and is known for its academic achievement, premier research, innovation and anteater mascot. Led by Chancellor Howard Gillman, UC Irvine has more than 36,000 students and offers 224 degree programs. It's located in one of the world's safest and most economically vibrant communities and is Orange County's second-largest employer, contributing $7 billion annually to the local economy and $8 billion statewide. To learn more about UC Irvine, visit _. The mission of Intercollegiate Athletics at the University of California, Irvine is to facilitate and enrich the education and personal growth of its students through their participation in competitive NCAA Division I athletics. Intercollegiate Athletics is committed to the welfare of student-athletes and staff, and advocates an environment that promotes excellence in athletic and academic performance, sportsmanship, diversity, and gender equity. Intercollegiate Athletics also supports the University of California's mission of public service and serves to generate a unifying spirit among students, faculty, staff, and alumni that transcends communities, cultures, and generations. (https://ucirvinesports.com/) Your Role on the Team The Assistant Associate Athletic Director, Finance leads the comprehensive financial management and strategic planning for the Athletics Department, overseeing all funds including core, endowed, capital, and revenue sources. This position is responsible for developing, interpreting, and implementing financial concepts and strategies to ensure the department's long-term fiscal health and operational excellence. The role manages a multidisciplinary team, directs budget administration, and provides expert guidance on financial planning, resource allocation, and compliance. As a key member of the executive management team, this position collaborates with campus leadership, coaches, and external partners to drive the department's budget strategy and support the success of intercollegiate student-athlete programs. What It Takes to be Successful Required: • Comprehensive knowledge of financial modeling, long-term revenue maximization strategies, and creative financial approaches., • Knowledge of finance and budget policies, practices and systems; budgeting and reporting techniques; fund accounting; athletics administration; accounting and bookkeeping., • Ability to effectively communicate verbally and in writing for presenting complex information clearly and concisely to diverse audiences., • Strong interpersonal and stakeholder engagement skills at all levels as well as a diverse population, with a demonstrated service orientation and critical thinking ability., • Client services oriented; good listening, critical thinking, and analytical skills., • Solid organizational skills for managing multiple projects and priorities in a high volume environment., • Advanced skills in financial analysis, forecasting, and fiscal management using spreadsheets, and database software., • Ability to provide vision, long-term analysis, and mentorship to team members, fostering professional growth and collaboration., • Demonstrated ability to develop and implement comprehensive solutions, provide executive advising, and facilitate strategic decision making., • Proven ability to adapt to changing priorities and function effectively as a member of a cross-functional team., • Advanced degree in related area and / or equivalent experience / training, • 5-10 yearsAccounts payable, budgeting, forecasting, general ledger, reconciliation and reporting., • 3-5 yearssupervisory experience Preferred: • In- depth knowledge and understanding of internal control practices and their impact on protecting University resources., • Knowledge of EADA/NCAA reporting requirements and scholarship budget management., • Ability to supervise both business office staff and sports programs, ensuring compliance and operations excellence., • Professional certification preferred., • 3-5 yearsworking in intercollegiate athletics or sports entity Total Rewards In addition to the salary range listed below, we offer a wealth of benefits to make working at UCI even more rewarding. These benefits may include medical insurance, sick and vacation time, retirement savings plans, and access to a number of discounts and perks. Please utilize the links listed here to learn more about our and . The expected pay range for this recruitment is $108,100.00- $156,500.00 (Annual). Conditions of Employment: The University of California, Irvine (UCI) seeks to provide a safe and healthy environment for the entire UCI community. As part of this commitment, all applicants who accept an offer of employment must comply with the following conditions of employment: • Background Check and Live Scan, • Employment Misconduct*, • Legal Right to work in the United States, • Vaccination Policies, • Smoking and Tobacco Policy, • Drug Free Environment *Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. The following additional conditions may apply, some of which are dependent upon business unit or job specific requirements. • California Child Abuse and Neglect Reporting Act, • E-Verify, • Pre-Placement Health Evaluation Details of each policy may be reviewed by visiting the following page - _ Closing Statement: The University of California 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, age, protected veteran status, or other protected categories covered by the _. We are committed to attracting and retaining a diverse workforce along with honoring unique experiences, perspectives, and identities. Together, our community strives to create and maintain working and learning environments that are inclusive, equitable, and welcoming. UCI provides reasonable accommodations for applicants with disabilities upon request. For more information, please contact Human Resources at (949) 824-0500 or eec@uci.edu. Consideration for Work Authorization Sponsorship Must be able to provide proof of work authorization

This role is ideal for someone who enjoys balancing analytical work with customer interaction and thrives in a fast-paced, multi-site environment. The Accounting Specialist will play a key role in billing, collections, reconciliations, reporting, and process improvement initiatives while helping ensure consistency and accuracy across locations. What You’ll Do: • Prepare and issue accurate customer invoices in accordance with contract terms, • Apply incoming payments, ACHs, wire transfers, checks, and credit card transactions, • Reconcile customer accounts and assist with monthly bank reconciliations, • Monitor aging reports and follow up on past-due balances, • Negotiate payment arrangements and escalate unresolved issues when needed, • Generate AR reporting and support month-end/year-end close activities, • Review customer creditworthiness and determine appropriate credit limits, • Support process improvement initiatives to increase collection efficiency, • Maintain compliance with company credit policies and accounting standards What We’re Looking For: • 4+ years of Accounts Receivable experience, • Experience working in multi-location environments, • Strong understanding of billing, collections, reconciliations, and financial reporting, • Experience with ERP systems or accounting software such as Business Central and QuickBooks, • Strong attention to detail, organizational skills, and analytical abilities, • Ability to manage multiple priorities and deadlines in a fast-paced environment, • Professional communication skills and the ability to handle confidential information with discretion If you are looking for an opportunity to make an impact within a growing, multi-site organization, we’d love to connect with you.