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Requisition ID: 38384 Cheers to creating an incredible tomorrow! At Molson Coors, we tackle big challenges and defy the status quo. With a proud legacy of excellence, an incredible portfolio of beer, seltzers, spirits, and non-alcohol brands, and a bold vision for our future... we’re on the path to transforming the beverage industry. That requires remarkable individuals who are curious, tenacious, and never afraid to fail forward. We seek, value and respect everyone’s unique perspectives and experiences knowing that we are stronger together. We collaborate as a team and celebrate each other’s successes. Here’s to crafting careers and creating new legacies. Crafted Highlights: In the role of Sr Director, Finance and Revenue Management based in Irvine, CA, you will be part of the West Region Sales team. You will be a strategic partner to the Regional Sales Leadership team, integrating financial planning, revenue strategy, and performance analysis to drive profitable growth. This role leads the development of long range plans, annual budgets, and localized pricing strategies, ensuring alignment with national objectives and market realities. This position reports to the Regional Vice President and works closely with the Region Leadership team, sales team, and distributors. What You’ll Be Brewing: • Most importantly, you will lead a team of talented colleagues, and support their growth and development through career discussions and consistent one on one conversations, • You will lead the long-range financial and strategic planning for the region, translating national strategies into actionable geographic plans, • Develop the annual operating budget and financial plan (volume, revenue, expenses) by brand and market unit, • Partner with Revenue Management, General Managers, and Commercial Development Managers to build localized price and mix plans, • Lead annual revenue and price promotion planning, execution, and evaluation, • Serve as the financial advisor to the Regional Vice President, Director of Business Development, and senior regional leadership, • Build analytical capabilities within the regional finance and revenue management teams Key Ingredients: • You are an authentic leader. You value and respect differences and believe everyone’s unique differences is the key to collaboration and a winning team culture, • You have a Bachelor’s degree in Business Administration, Sales, Marketing or other relevant field OR equivalent experience, • You have 10+ years in progressive experience in finance, revenue management, commercial strategy, or related fields, • You have the ability and willingness to travel regularly within the assigned market or territory to support business needs, as well as occasional meetings, trainings, and events outside the assigned territory., • You love a challenge. You complete complex projects quickly and adeptly with your understanding of the business priorities, • You build relationships and collaborate to get to the desired outcome, • You take accountability for results – acting with integrity and honoring commitments, • You have a thirst for learning – you are always looking for ways to learn and help one another grow, • You exhibit our core values Beverage Bonuses: • Flexible work programs that support work life balance including a hybrid work model of 4 days in the office, • We care about our People and Planet and have challenged ourselves with stretch goals around our key priorities, • We care about our communities, and play our part to make a difference – from charitable donations to hitting the streets together to build parks, giving back to the community is part of our culture and who we are, • Engagement with a variety of Business Resource Groups, which can provide volunteer opportunities, leadership experience, and networking through the organization, • Ability to grow and develop your career centered around our First Choice Learning opportunities, • Participation in our Total Rewards program with a competitive base salary, incentive plans, parental leave, health, dental, vision, a retirement savings plan with incredible employer match, generous paid time off plans, an engaging Wellness Program, and an Employee Assistance Program (EAP) with amazing resources, • Access to cool brand clothing and swag, top events and, of course... free beer and beverages!, • Work within a fast paced and innovative company, meeting passionate colleagues and partners with diverse backgrounds and experiences Molson Coors is an equal opportunity employer. We invite applications from candidates of all backgrounds, race, color, religion, sex, national origin, age, disability, veteran status or any other characteristic. If you have a disability and believe you need a reasonable accommodation during the application or recruitment processes, please e-mail . Pay and Benefits: At Molson Coors, we’re committed to paying people fairly and equitably for the work they do. Job Posting Total Rewards Offerings: $164,500.00 - $215,900.00 (posting salary range) + 30% target short term incentive + $50,000 + 800 Non-Qualified Stock Options target long term incentive + $23,000 on average spent on benefits per employee, including but not limited to health, dental, vision, retirement with above market employer match, wellness incentives and EAP + paid time off (including holidays, vacation days and sick days). The posting range provided above for salary is what we, in good faith, believe we would pay for this role at the time of this posting. We ultimately pay based on a number of non-discriminatory factors that inform pay decisions including but not limited to the required work location, previous work experience, skill set and internal equity.

Job DescriptionAbout the University We are a private, faith-based institution committed to academic excellence and spiritual formation. We are a Christ-centered learning community that seeks to cultivate intellectual curiosity, cultural engagement, and a life of purpose. Our Finance Office plays a critical role in stewarding the resources that support this mission. Position Overview We are seeking a Budget Manager with higher education experience to join our Finance team. This position is a rare opportunity to be mentored over several months by our outgoing Senior Budget Manager, who is retiring after 15 years of faithful service. The selected candidate will work closely with them to learn all aspects of budget development and financial operations, with a full transition of responsibilities in January 2026. The Budget Manager will lead institutional budgeting efforts, conduct financial analysis and forecasting, prepare regular and ad hoc reports, and serve as a key advisor to department heads across campus. Success in this role requires strong interpersonal skills and a collaborative mindset. Key Responsibilities * Partner with departments across the university to develop, monitor, and refine annual and long-term budgets * Analyze financial trends and provide data-driven recommendations to support strategic initiatives * Prepare monthly, quarterly, and annual financial reports, dashboards, and variance analyses * Lead forecasting and scenario planning exercises, maintaining alignment with the university's mission and priorities * Support grant and endowment fund budgeting and reporting * Mentor and train finance staff in budgeting tools and processes * Facilitate financial training and workshops for non-financial managers across campus * Ensure compliance with internal policies and external regulations related to financial management QualificationsRequired: * Bachelor’s degree in Finance, Accounting, Business, or a related field * 3–5+ years of experience in budgeting/financial analysis within a college or university * Advanced Excel and financial modeling skills * Strong interpersonal and communication skills; ability to translate complex financial data into accessible insights * Proven ability to work cross-functionally and build trust with diverse stakeholders

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. Nevada and Colorado

Job DescriptionDescriptionWe are seeking a detail-oriented and technically proficient Client Service Associate to serve as the analytical and execution backbone of our advisory pod. Working in close partnership with the Financial Advisor, this individual will be responsible for preparing, coordinating, and delivering the technical components of the client experience - ensuring every client interaction is accurate, organized, well-prepared, and actionable. This role is best suited for a highly organized professional with a strong foundation in financial planning support and operations, who takes pride in precision, thrives in a structured environment, and understands that their work directly enables an exceptional client experience. Key ResponsibilitiesServe as the technical and operational engine of the advisory pod — ensuring all planning materials, analyses, and deliverables are prepared with accuracy and delivered on time, enabling the Financial Advisor to focus entirely on client relationships and decision-making. Additionally, support the advisor with investment and risk management operations project management including interacting with RIA and insurance brokerage key stakeholders to support the overall client experience. 1. Meeting Preparation & Planning Outputs • Prepare all client meeting materials in advance, including:, • Retirement projections and income analysis, • Investment performance and portfolio analysis, • Financial planning summaries and supporting outputs, • Ensure all materials are accurate, clearly presented, and delivered within established timelines, • Maintain and update client planning data within the firm's planning systems and tools2. Implementation Coordination, • Coordinate with RIA Operations partners to facilitate timely execution of client recommendations and instructions, • Liaise with insurance brokerage partners to support the implementation of risk management and insurance strategies, • Ensure all implementation steps are tracked, confirmed, and communicated appropriately 3. Action Item Tracking & Follow-Through, • Capture and manage all post-meeting action items with clear ownership and deadlines, • Monitor progress on outstanding items and proactively follow up to ensure timely resolution, • Support the Financial Advisor in maintaining a seamless, friction-free client experience between meetings 4. Internal Collaboration & Pod Support, • Work closely with the Financial Advisor to ensure alignment across all client workstreams, • Communicate proactively on timelines, dependencies, and any issues that may affect delivery, • Contribute to continuous improvement of internal processes, templates, and planning workflows Success in this role is defined by the quality, accuracy, and timeliness of all planning deliverables. Key performance indicators include:, • Accuracy and reliability of all client meeting materials and planning outputs, • On-time preparation and delivery of materials ahead of scheduled client meetings, • Effective coordination across investment operations and insurance partners, • Timely resolution of post-meeting action items, • 3+ years of experience in financial planning support, investment operations, or administrative roles within wealth management, • Proficiency in retirement analysis, investment analysis, and financial planning tools (e.g., eMoney, RightCapital, or similar), • Familiarity with CRM platforms (e.g., Wealthbox, Slant, etc.), • Exceptional attention to detail and commitment to accuracy, • Strong organizational and time management skills Preferred, • Series 65/66 licenses — active and in good standing, • State Life & Health insurance producer licenses, • Experience working within a team-based or pod advisory model, • Exposure to insurance brokerage coordination and implementation workflows, • CFP® candidacy or interest in pursuing professional designations Skills & Attributes, • High degree of accuracy and reliability — consistently delivers work that is correct and complete, • Strong analytical mindset with the ability to interpret and present financial data clearly, • Excellent written communication skills for preparing client-ready materials, • Proactive and self-directed — anticipates needs and acts without being prompted, • Collaborative team player who communicates openly and supports pod-wide success, • Comfortable managing multiple priorities and deadlines in a structured, fast-paced environment, • Work from home, • Medical, dental, vision, life and voluntary life insurance, • 401(k) with company match, • Paid vacation and sick days, • Paid holidays, • Potential for performance bonus of up to 20% of base compensation annually, tied to employee and company performance

✨ Workplace Experience Associate For Global Leading Financial Firm 📍 Reports To: Workplace Experience Lead, Client Services Manager, or equivalent leadership 🌟 About the Role The Workplace Experience Associate is responsible for creating an elevated, hospitality-driven office environment through exceptional client service, workplace support, and event coordination. This role partners closely with the Experience and Events Teams to ensure employees and guests receive a seamless, polished, and welcoming experience every day. This position is ideal for someone who is proactive, personable, detail-oriented, and passionate about delivering white-glove service in a fast-paced professional setting. 💼 What You’ll Do: ✨ Client & Guest Experience • Deliver exceptional 5-star customer service across all interactions, • Welcome guests and manage visitor registration, • Build positive relationships with clients and employees, • Provide real-time support for meetings and events, • Ensure conference rooms are fully prepared including AV, catering, lighting, supplies, and room setup, • Conduct regular floor walks to maintain clean, organized, and stocked common areas, • Manage office supplies and workplace inventory, • Submit and coordinate facilities work orders, • Secure packages and deliveries in designated areas, • Assist with access cards, building security, and workplace inquiries, • Work cross-functionally with workplace, hospitality, and facilities teams, • Support day-to-day office operations and special projects, • 3+ years of experience in hospitality, workplace experience, hotel, restaurant, or client service environments preferred, • Strong communication and organizational skills, • Ability to multitask and thrive in a fast-paced environment, • Proficiency in Microsoft Office Suite, • Professional, polished, and service-oriented demeanor, • Ability to lift or move up to 40 lbs frequently, • Comfortable standing, walking, bending, and moving throughout the day, • Ability to operate office equipment and handle workplace deliveries Please submit your resume to apply. You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting ___. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd, so we suggest updating your LinkedIn profile and starting to collect your references early. We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring. Career Group: Career Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today.

The Account Executive (AE) is a client-facing benefits strategist responsible for leading consulting and renewal strategy for mid-market clients and supporting strategy execution on large and national accounts (5k+ lives) For mid-market clients, the AE serves as the lead consultant, partnering with the Client Executive/Producer and Account Manager to develop, deliver, and execute benefits strategy. The AE owns the renewal process, financial strategy, and client recommendations, acting as the primary strategic advisor to the client. For large and national clients, the AE partners with the Client Executive/Producer and Senior Benefits Consultant (SBC) to execute strategy, translating strategic direction into actionable plans, coordinating deliverables, and supporting financial storytelling and client presentations. Across all clients, the AE leads alignment between strategy, financial analysis, and execution—while providing direction to the service team to ensure a consistent, high-quality client experience. This role is a key leadership position within the service model, operating as a player-coach and building toward full consulting autonomy. Essential Duties and Responsibilities (include but are not limited to): • Client Service Oversight & Relationship Management, • Lead the overall client experience for assigned accounts, ensuring alignment between strategy, service delivery, and client expectations, • For mid-market clients, serve as the primary strategic contact, leading client conversations and guiding decision-making, • For large clients, support the SBC and Producer in client engagement, ensuring follow-through and clarity of execution, • Conduct regular client meetings to ensure satisfaction, alignment, and proactive planning, • Build and maintain strong, trust-based relationships with client stakeholders, • Drive client retention by identifying opportunities to strengthen relationships and expand services, • Provide guidance to the Client Service Team in resolving client concerns and take ownership of complex or escalated issues

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 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

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, • 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, • 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, • 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, • 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

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. Nevada and Colorado

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development The Fadil Group of Northwestern Mutual is looking to expand our team with licensed and experienced professionals who are eager to take their careers to the next level. We are a cohesive group of determined, ambitious professionals dedicated to making a meaningful impact in our clients' lives as we continue to grow across our network of thriving offices. Your ability to build relationships, understand client needs, and deliver tailored solutions could make you an ideal fit for a rewarding career in financial services. Watch this video to hear about a day in the life as an Orange County Northwestern Mutual Advisor: Our growing district office is located at: 18575 Jamboree Rd Irvine CA 92612 Meet some of our team: Alex Fadil, Chief Development Officer & Managing Director: • Time with NM: Since 2009, • Previous experience: Began his Northwestern Mutual career as an intern and has grown within the organization for 16 years, advancing into leadership through hands-on development, mentorship, and a deep understanding of the firms culture and growth model., • Passionate about: Spending time with his family, including his wife and two children, traveling, exploring fine dining, skiing, and creating meaningful experiences with those closest to him.Samantha Mayer, Director of Career Development:, • Time with NM: Since 2023, • Previous experience: Built her professional foundation in the apparel licensing industry before transitioning to Northwestern Mutual, bringing strong relationship-building skills and a creative, people-focused approach to career development., • Passionate about: Working out, traveling, discovering new coffee shops, spending time at the beach, snowboarding, and attending country concerts.About the Role: At Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is preferred., • Experience: Previous experience in financial services, insurance, or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future. Flexible work from home options available.

Job Description The Managing Director is a front-line sales leader responsible for developing and directing a sales team and implementing area sales goals. They provide leadership and support to area sales team to set expectations and goals, drive new business, and maintain existing client base. This person is responsible for driving sales through identified PeopleSpace customers. The Managing Director will focus in these key areas on a day-to-day basis: PeopleSpace Ambassador • Consistently models PeopleSpace vision and values and engages clients and influencers through positive and responsive image to acquire sales and market share, • Spends significant and productive time with end-user clients and influencers (design, real estate, and architectural firms) Identify & Qualify Prospects • Leverages strong network of business contacts within sales area to identify leads for expanding business opportunities, • Confirms viability of prospects (return on investment/probability of win) Account Opportunity and Planning • Holds direct reports accountable for developing and implementing business plans, including pre-call planning activities and mapping client organizations on key-decision makers to close sales, • Holds weekly meetings with direct reports to manage prospects, develop sales strategies, provide go/no go decisions on opportunities, and identify key internal resources (specialists) necessary to execute strategy, • Collaborates with other sales leaders in development and sharing of account strategy to drive best practices for client engagement amongst sales teams Builds Relationships • Builds relationships by constantly growing network of business contacts, including influencers to develop and grow business., • As trusted advisor, leads with integrity to enhance positive working relationships with team and internal support staff. Evaluate Needs & Develop Solutions to Win Business • Reviews strategic solutions with sales team, Strategic Response Team, design team, and confirm development of creative solutions to maximize sales results, • Oversees sales team and ensures proficiency in preparation of customized solutions that resolves clients’ needs and are sufficiently differentiated against competitive offerings/solutions, • Conducts ride-alongs with direct reports to instill best practices in delivery of succinct and value-added solution strategy presentations that connect to clients. May assist with more critical client presentations to further influence and close sale., • Oversees closing activities of sales team and gets involved, when needed, to negotiate long-term business relationships with clients and collaborate with Haworth and other manufacturer partners on Pricing Agreements. Client and Sales Team Management & Leadership • Leads, manages, and supervises area sales and support team, including setting objectives and schedules, completing performance appraisals, forecasting, managing area sales budget, and organizing staff levels to ensure goals and objectives are met., • Communicates strategy, including goals and objectives, PeopleSpace brand, and compensation plans to ensure understanding and motivate team to achieve plan and drive business outcomes., • Provides coaching, direction, training, and feedback to direct reports to improve performance and behaviors. Develops and encourages members’ growth through measuring performance to goal attainment. Rewards and recognizes members who display positive behaviors and obtain results through personal accountability., • Keeps abreast of latest trends in sales effectiveness/training and adopts new approaches as required to coach direct reports on best practices for expanding client base and increasing revenue., • Takes initiative to remain current with product knowledge and application, as well as workplace knowledge; utilizes this knowledge/training to help direct reports with increasing effectiveness with account development and sales presentations., • Continuously pushes self to raise personal standards of performance to exceed assigned goals and objectives, including quota attainment and market share growth., • Manages client relationships including providing assistance to manage through internal obstacles, when necessary work with Haworth to meet client needs. Administration and Reporting • Sets and measures financial and strategic goals through effective management of area sales budget, area business plans and account development by team, • Drives utilization of Customer Relationship Management (CRM) technology by sales team members and holds them accountable for timely updates within CRM to produce accurate dashboard and forecasting reports Basic Qualifications: • Bachelor’s degree AND four years diversified sales and account development experience OR • Associates degree AND eight years diversified sales and account development experience Other Qualifications: • Visionary leader capable of initiating ideas and implementing strategies, • Excellent verbal, written, listening and presentation skills, • Recruit and develop people, build sales team, deliver results and facilitate change, • Successfully manage others and territory; strong business and financial acumen skills, • Strong negotiation skills to close business and manage relationships, • Strategic and analytical thinker capable of driving creative and tactical business decisions that support PeopleSpace initiatives, • Make quick decisions and build consensus with team members and across all functional areas of business, • Quickly learn and embrace PeopleSpace Values and demonstrate through daily behaviors/actions Preferred Qualifications: • Experience leading an outside sales team in a major market, • Experience in the contract office furniture or Architectural & Design industry

Job Description Better Companies is a multi-brand financial services organization providing debt relief, tax support, and business funding solutions. We're strengthening our operations, refining our systems, and building a more cohesive, efficient experience across our brands. Our approach is grounded in transparency, strong operational foundations, and well-structured processes that support reliable execution and scalable growth. At Better Debt Solutions, we offer a performance-driven environment with strong earning potential and industry-leading training. Our program is built by a seasoned sales leader with over 25 years of experience and is designed to help you develop the communication, negotiation, and client-building skills needed to consistently succeed in debt relief sales. Why Join Us? • Unlimited Earning Potential – UNCAPPED commissions!, • Top Performers earn $20K - $40K+ Monthly! Average closers make $8K - $15K/month., • World-Class Sales Training - Learn elite sales & persuasion strategies from a top sales coach., • High-Intent Leads – NO Cold Calling! We invest in the best debt settlement leads so you can focus on closing., • Monthly Bonuses, SPIFFS & Incentives – Earn more, win prizes, and qualify for an annual company vacation!, • A Winning Culture – High-energy, empowering, and built for success., • Career Growth & Leadership Opportunities – We promote from within!, • BBB Accredited Company – A trusted name in debt settlement sales., • Guiding individuals and families toward financial freedom through our proven debt relief program., • Building strong relationships & becoming a trusted financial expert in the debt settlement space., • Using elite sales psychology & persuasion techniques to close high-value deals., • A relentless work ethic & a strong, success-driven mindset., • A coachable attitude, ready to apply elite sales strategies., • Goal-oriented and money-driven - You're hungry to control your paycheck., • A natural ability to connect with people & build trust quickly. APPLY TODAY & Let's Win Together! This is a salaried position with a guaranteed monthly draw of $4,400, paid semi-monthly as an advance against future earned commissions. Commission plans and structures are outlined in a written agreement provided upon offer of employment, as required by California law. This position is designated in-office, located in Irvine, CA. Must be willing to commute to the office Monday through Friday. Weekend shifts are voluntary once training is complete. #BDScareers01 Better Debt Solutions is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to veteran status, disability, age, race, color, religion, sex, sexual orientation, gender identity or expression, national origin, genetics, marital status, pregnancy, or any other non-merit based factor.

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, California 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., • 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., • 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., • 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., • 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., • 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. Email your resume today:

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

Senior Business Litigation Attorney (Trial-Focused) Location: Anaheim Hills, CA (Hybrid; initial 3–6 months primarily in-office for onboarding/training) Compensation: $175,000 - $200,000 base DOE + performance-based bonus opportunity About the Role Not every litigation role is created equal and not every firm is built to take cases all the way. If you’re someone who prefers leading cases over supporting them, and actually enjoys the challenge of trial, this is an opportunity to step into a role where you’ll drive strategy, own your work, and make a real impact. About Us Focus Law is a highly respected business litigation firm in Orange County. We represent business owners in complex disputes and take pride in helping them navigate challenging situations and protect what they’ve built, so they can continue to lead, innovate, and succeed. Our work is reflected in the strong relationships we build with our clients, many of whom consistently highlight the value of our guidance and support through complex, high-stakes matters. Our success is driven by a collaborative team of professionals who are committed to high-quality work and supporting one another. The Opportunity We are seeking a Senior Business Litigation Attorney with 10+ years of experience who is ready to take ownership of cases, lead litigation strategy, and operate as a trusted advisor to clients. This is not a support role. This is an opportunity for an experienced litigator who is comfortable making decisions, guiding clients, and leading cases from inception through resolution in a fast-paced environment with a high level of ownership. Our approach to litigation is hands-on and trial-focused. We are not a high-volume settlement firm — we prepare cases with the expectation of taking them through trial when appropriate. This role is ideal for someone who is comfortable in the courtroom, has experience serving as first chair, and is looking to continue building on that foundation while leading cases with confidence. We are looking for an attorney who thinks like a strategist, leads with confidence, and is able to effectively manage and delegate work to support staff. You’ll work directly with clients on matters that are not only complex, but meaningful, where the impact of your work is recognized and valued. Why Choose Us • You’ll have the opportunity to represent clients in high-stakes, complex business litigation matters where your work directly impacts client outcomes., • Join a dedicated team committed to achieving excellent results for our clients - we prioritize quality, strategy, and client outcomes., • We believe in empowering our team members rather than micromanaging, fostering an environment of trust, autonomy, and accountability., • Collaborate with skilled professionals who take a genuine interest in our clients and are deeply invested in advancing their cases., • Work directly with business owners in meaningful matters where your guidance is valued and has a real impact. Responsibilities • Manage a full caseload from initial stages through final disposition, ensuring seamless case progression., • Lead all aspects of litigation from inception through resolution, including pleadings, motions, discovery, and case strategy., • Develop strategic legal approaches and counsel clients on their best legal interests, serving as the primary point of contact between the firm and clients., • Represent clients at mediations, depositions, motions, trials, and hearings, advocating for their best interests., • Take statements, collect evidence, and collaborate with investigators or experts to strengthen case strategies., • Consult with clients, financial experts, attorneys, and other relevant parties to advance case proceedings effectively., • Negotiate settlements for both liability and damages to maximize client outcomes., • Maintain accurate and timely billing entries in accordance with firm policies. Education and Experience • Must be in good standing with the California Bar Association., • A minimum of ten (10) years of civil litigation experience, preferably in business with experience managing cases through trial and serving in a lead attorney capacity. Work Environment • Hybrid schedule based in Anaheim Hills, CA, • Initial 3–6 months primarily in-office for onboarding and training, • In-office collaboration balanced with flexibility Compensation $175,000 – $200,000 base DOE + performance-based bonus opportunity tied to individual and firm performance. Actual base pay within this range will be determined based on experience, skills, and other job-related factors. Benefits & Perks • Monthly stipends to support medical, Wi-Fi, and cell phone expenses, • Firm-provided laptop for remote work We are actively working toward offering firm-wide health insurance and a retirement plan within the next 12 to 18 months. Time Off & Flexibility We offer a flexible approach to time off and scheduling, with the expectation that attorneys manage their workload and deadlines effectively. We trust our team to take the time they need while maintaining a high standard of client service and case management. The firm also observes U.S. holidays. How to Apply If you’d like to include a brief note about your interest in the role, we welcome it - but it’s not required.

Outside Sales Representative Sunstate Equipment Co.: Where Safety and People are Core Values We care about our People and it shows! Location - Anaheim California Pay - $85,000 to $135,000 depending on experience Sunstate Advantages • Competitive base wage + uncapped commission opportunity, • Medical, dental, and vision insurance, including plans with no employee premiums (plus HSA options with employer contribution), • 401(k) with company match, • Company-paid life, short-term, and long-term disability insurance, • Paid time off, paid holidays, and sick time, • Weekly pay, • Employee Assistance Program and wellness resources, • Uniform, work boot, and tool programs (role dependent), • Employee recognition programs and growth opportunities, • Company truck, cell phone, and laptop provided About the Role The Outside Sales Representative (OSR) is responsible for growing revenue and market share by acquiring new business and expanding relationships within existing accounts. This role focuses on providing equipment rental solutions that meet customer needs through consultative selling, proactive prospecting, and strong territory and account management. The OSR builds credibility as a trusted advisor by demonstrating deep product knowledge, professional communication, and consistent follow-up. Duties and Responsibilities: • Proactively identify, pursue, and secure new business opportunities to grow revenue and market share, • Build and manage a healthy sales pipeline through disciplined prospecting and lead conversion, • Develop and execute territory plans to strategically prioritize and maximize customer coverage, • Establish and maintain strong, professional relationships with customers through regular engagement at jobsites and offices, • Educate customers on Sunstate's products, services, and applications to support their operational needs, • Present compelling proposals and negotiate pricing that balances customer value with Sunstate's financial objectives, • Demonstrate confidence and skill in closing deals across all customer segments, • Use CRM to document daily activity, manage follow-ups, and track trends; ensure accurate and timely entries, • Collaborate with internal teams (Dispatch, Branch Managers, Sales Leaders) to ensure customer satisfaction and seamless execution, • Resolve customer concerns with urgency and professionalism, ensuring long term relationship strength, • Stay informed on industry trends, competitors, and local market dynamics, • Attend and participate in professional associations and networking events to increase brand visibility, • Maintain compliance with all Sunstate policies, safety standards, and operational procedures, • High School/GED Preferred but Not Required, • No specific degree required, • Strong understanding of Sunstate's equipment and service offerings or ability to learn quickly, • Comfortable navigating job sites and interacting with various customer types (field, office, decision-makers), • Excellent verbal and written communication skills; able to tailor messaging and present solutions effectively, • Skilled in consultative selling, negotiation, and closing techniques, • Highly self-managed with strong time management, planning, and organizational abilities, • Proficient in CRM and Microsoft Office Suite; able to use mobile devices to manage tasks and communication, • Demonstrated resilience and adaptability in fast-paced, competitive environments, • Ability to frequently climb into/out of trucks and equipment trailers; able to lift up to 50 lbs. regularly and 90 lbs. occasionally, • Must be 21 years of age or older with a valid driver's license and an acceptable driving record, • Ability to obtain and maintain a DOT medical card At Sunstate, every employee is valued, respected, and fairly compensated. More importantly, every employee has a voice that deserves to be heard. We are working hard to challenge the typical ways of business and develop an environment where our employees feel safe, comfortable, and look forward to coming to work. No matter which location you visit, you can't help but feel the close-knit work-family environment. We have strategically and organically grown our company from within, promoting from the ground up and providing employees with opportunities to explore their different passions within our own walls. This culture allows our people to develop valuable, marketable skills they can use throughout their career. Plus, with benefits like Baby Bonding, My Holiday vacation time, and discounts on everything from movie tickets to cell phone bills, we're constantly evolving our resources to provide our people with tools to make their lives easier! Be YOU at Sunstate At Sunstate Equipment, we are actively fostering a workplace culture where individuals of all identities and life experiences feel genuinely valued, respected, and appreciated. As a proud equal-opportunity employer, we wholeheartedly welcome candidates from diverse backgrounds and cultures. We recognize and celebrate the unique perspectives they bring, with the understanding that they are the fuel for the innovative ideas that drive the evolution of our industry Sunstate is a proud Second Chance employer that evaluates every candidate on a case-by-case basis. Sunstate Equipment Co. is an Equal Opportunity Employer A Drug Free Workplace and Participates in E-Verify

Incredible opportunity to be part of an amazing portfolio and team! Based Costa Mesa or El Segundo, CA, we are currently seeking a Project Manager, Tenant Services who embodies our values of kind, scrappy, uplift communities, creative persistence, curiously open minded, magical places, and build great teams. In addition to a competitive compensation package, CenterCal offers a comprehensive benefits package and company culture that is collaborative and focused on the health and well-being of its strongest asset – all employees! • Medical, dental, vision, short-term disability, long-term disability, and a group term life benefit., • 401k plan - Under the Company’s current benefits package, eligible employees can begin participating after 90 days of employment., • Financial advisement services through the company’s 401k advisor., • Unlimited PTO Plan, • Company paid holidays, • Two paid community service days – one individual volunteer day and one company-sponsored., • Flexible spending accounts and more! GENERAL PURPOSE: The Project Manager, Tenant Services is responsible for managing and coordinating Tenant Improvement (TI) projects at designated properties within the CenterCal Properties portfolio, under the direction of the Vice President, Tenant Services. This role encompasses a broad range of complex projects, including anchor tenant buildouts, pad site developments, design-build and turn-key improvements, storefront renovations, and other assignments as required. The Project Manager, Tenant Services acts as the primary liaison between CenterCal Properties, tenants, and their architects, consultants, and contractors to ensure clear communication and effective execution throughout all phases of project planning and construction. KEY RESPONSIBILITIES/DUTIES: Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions of the job. Responsibilities include, but are not limited to: • Lead tenant coordination efforts for assigned projects to ensure timely, high-quality lease commencements and tenant openings that align with landlord/tenant design, permitting, and construction requirements., • Define landlord and tenant work scopes and provide accurate information to the estimating team for budget development, contract negotiations, and full-cycle project management, including cost reconciliation., • Support the development and validation of conceptual estimates and hard costs for lease budgeting purposes., • Contribute to lease documentation by reviewing and drafting language for construction addendums and work exhibits to clearly define landlord and tenant responsibilities., • Review and approve construction drawings and signage plans from both landlords and tenants to ensure alignment with lease terms, design standards, and budget constraints., • Approve contractor pay applications and tenant allowance packages in compliance with project agreements and budget guidelines., • Provide consistent weekly updates on project progress and status of work in progress., • Collaborate daily with internal teams, external consultants, tenants, and third parties to coordinate all aspects of assigned projects., • Build and maintain strong working relationships with local municipal departments relevant to assigned projects. MINIMUM QUALIFICATIONS: The following qualifications are required to successfully perform the duties of this position. Note that qualifications may vary based on department size and/or geographic location. Knowledge: • Minimum of 4 years of experience in Tenant Coordination and/or Project Management, preferably within retail, lifestyle, or mixed-use developments., • Demonstrated experience in the development or redevelopment of retail properties., • Strong architectural and technical design background, with a strong understanding of core building systems, including plumbing, mechanical, electrical, and fire/life safety systems., • Proficient in reading and interpreting architectural and engineering drawings., • Excellent written and verbal communication skills, with the ability to communicate effectively across various stakeholders., • Strong computer proficiency, including standard office software and relevant project management tools., • Capable of working independently with minimal supervision while managing multiple priorities., • Strong critical thinking, problem-solving, and decision-making skills., • Highly organized, detail-oriented, and goal-driven with a strong work ethic. Skills/Abilities: • Strategic thinker with the ability to analyze complex business and financial data and develop innovative, effective solutions., • Strong planning, organizational, and leadership skills, with proven experience in supervising and guiding teams., • Exceptional communication skills, including verbal, written, and executive-level presentation capabilities., • Results-driven with a strong focus on customer satisfaction and relationship management., • Adept at building effective relationships across all organizational levels and cultural backgrounds., • Skilled in leading and facilitating change in dynamic environments., • Collaborative team player with the ability to influence and lead cross-functional teams toward shared goals. PHYSICAL DEMANDS: The following physical demands are representative of those required to successfully perform the essential functions of this job. Reasonable accommodations may be provided for individuals with disabilities. This role requires the ability to communicate effectively, compile and prepare documents, and operate standard office equipment. Physical ability to climb ladders, navigate active construction sites, and tolerate exposure to dust, debris, and typical site conditions is required. Routine travel, including day and overnight trips, is expected to meet project needs. WORK ENVIRONMENT: The work environment includes a mix of general office settings and active construction or property sites. Extended hours may occasionally be required during critical project periods. Frequent travel to property locations is necessary for meetings and on-site project coordination. The base salary for this position starts at $140,000 per year, commensurate with experience, skills, and qualifications. In addition to base salary, this role is eligible for a discretionary bonus.

Job Description Financial Advisor - In-Office Position Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and resources to help you succeed. What you will receive: • Full benefits package: health, dental, vision, 401(k), pension, and life insurance., • Training stipend and performance-based bonuses., • Company-sponsored travel and professional development programs., • Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Compensation: $50,000 - $150,000+ at plan commission Responsibilities: • Work with clients to assess financial needs and develop personalized strategies., • Engage in structured coaching, mentorship, and training programs., • Leverage company-provided marketing tools and industry resources., • No prior experience in finance is required—comprehensive training is provided., • Demonstrated leadership or a proven track record of success., • Must be authorized to work in the US., • Self-motivated, coachable, and driven to succeed. At True Path Financial, we are proud to be Champions of Financial Freedom—helping individuals, families, and business owners build the confidence and security they need to pursue their financial goals. As an agency of National Life Group, we are part of a mission-driven organization with more than 176 years of experience helping families protect what matters most and plan for the future with confidence. Guided by National Life Group’s mission “To Do Good,” we are committed to making a positive impact in the communities we serve while helping our clients navigate life’s financial milestones. We’re looking for motivated professionals who are passionate about building a rewarding career in financial services while making a meaningful impact in the lives of others. If you value structured support, mentorship, and professional growth opportunities, we’d love to connect with you!

Job DescriptionDescriptionApplications will be reviewed on a rolling basis We are seeking a proactive and client-facing Tax Pro to engage directly with our clients on tax planning for strategic wealth planning. The ideal candidate will be knowledgeable in business and personal tax, finance, bookkeeping, investments, and tax planning strategies. A key aspect of this role is acting as the primary point of contact for all clients in the Tax Advisory team. The position will work with other members of the Tax Advisory team, under the direction and supervision of the Senior Tax Strategist. Minimum Qualifications • 3-5 years of experience in tax accounting, tax consulting, or tax planning with a focus on high net worth individuals and/or entrepreneurial businesses, • Bachelor’s degree in Accounting, Finance or a related field, • Advanced qualification (e.g. EA, CPA) in progress is a plus, completion is preferred, • Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, Slack, CRM platforms, CS Planner, UltraTax, etc.), • Serve as the main point of contact and trusted advisor for a defined client portfolio, managing communications, inquiries, and expectations regarding tax strategy and planning projects, • Lead quarterly client meetings and calls to discuss financial data, identify tax-saving opportunities, and present complex planning recommendations clearly and concisely to non-financial audiences, • Work with clients to understand their business objectives, major transactions, investment goals, and family wealth structure, translating these facts into actionable tax strategies, • Conduct in-depth research on technical tax issues (federal and multi-state), documenting findings in formal memoranda, • Coordinate with clients and team members to design and execute complex tax planning strategies, including entity restructuring, disposition analysis, transaction planning, and year-end tax projections, • Respond to client communications thoroughly and timely using dedicated channels, • Maintain CRM platforms with updated client information, proactively managing tasks and project deadlines, • Draft and update deliverable documentation for client reference and review, • Develop systems and processes for enhancing client experience Skills, Knowledge and Expertise • Proven ability to build and maintain trust-based relationships with clients, managing expectations and fostering loyalty, • Superior ability to manage complex engagements, organize client documentation, track milestones, and ensure company-wide deadlines are met on assigned projects, • Demonstrated skill in working collaboratively with internal teams and external stakeholders, • Exceptional public speaking and written communication skills; ability to convey confidence and clarity when advising clients, • Superior analytical skills required to interpret complex fact patterns and provide actionable recommendations, • Proven ability to handle high-net work individual and business financial data with the utmost confidentiality and integrity, • Self-motivated and capable of independently driving client engagements forward Benefits • Remote work, • Medical, dental, vision, life, and voluntary life insurance, • 401(k) with company match, • Paid vacation and sick days, • Paid holidays, • Continuing education, • Teambuilding events

Job Description Work Location: At Profit Recovery Partners (PRP), we believe that collaboration and innovation thrive when we're together. This position is fully onsite at our Santa Ana office, allowing for real-time teamwork, immediate problem-solving, and a strong sense of community among our team members. Who You Are: The National Account Manager is an individual contributor for new business development and customer relationship management. If you are a skilled sales professional with a passion for selling to the C-suite executives of North America's largest companies, we invite you to explore this exciting opportunity. In this role, you'll be originating and closing multimillion dollar projects. What You Will Do: • Identify and target high-potential prospects among companies with annual revenues exceeding $400 million in the United States and $750 million in Canada, • Execute aggressive prospecting and cold-calling strategies to initiate meaningful conversations with key decision-makers., • Develop and maintain a robust sales pipeline, consistently identifying new opportunities for growth., • Utilize a consultative approach to understand clients' needs, aligning our solutions with their strategic goals., • Secure meetings to create momentum and active prospect engagement to drive the sales process to a successful conclusion., • Drive the full sales cycle, from initial contact to contract negotiation and closure., • Collaborate closely with internal teams to tailor proposals and deliver exceptional value propositions., • Create and conduct presentations working with the Sales Operations team to obtain and review client data, finalize reports, and deliver findings to the prospective client., • Build and nurture long-term relationships with C-suite executives, becoming a trusted advisor to our clients., • Manage and further develop the client relationship to facilitate additional business and referrals., • Meet and exceed sales targets while upholding the highest standards of professionalism and integrity. What You Need: • Bachelor's degree required, • 5+ years of successful sales experience required and a proven track record in B2B consultative sales, with a focus on selling to large companies, • Experience with CRM systems and sales tools to manage leads, opportunities, and reporting, • Strong understanding of consultative selling techniques and the ability to navigate complex sales cycles, • Ability to work independently and collaboratively in a fast-paced, dynamic environment, • Demonstrated success in prospecting and cold calling, consistently delivering results, • Exhibits relentless drive and determination to achieve sales goals, consistently seeking new opportunities and overcoming obstacle with a positive attitude, • Able to handle rejection gracefully maintaining motivation and focus on long-term success while continuously refining sales strategies based on client feedback, • Ability and passion for developing long-standing business relationships and maintaining customer focus, • High sales aptitude, self-motivation, and drive to hunt for new business, • Excellent communication and presentation skills, with the ability to articulate value propositions effectively, • Self-motivated and results-oriented, with a passion for achieving and exceeding sales targets, • Ability to travel within the designated sales territory Who We Are: Profit Recovery Partners is a professional services firm that develops, implements and manages cost-reduction solutions for FORTUNE 1000 companies, law firms, private equity firms and private companies throughout North America. Our spend management, supplier management and procurement strategies have resulted in more than $11 billion in client savings. Why Join Us: At PRP, we offer more than just a job — we provide a dynamic, supportive environment where you can thrive personally and professionally. Here's what you can expect when you join our team: • Comprehensive Benefits:, • Full medical, dental, and vision coverage, • Optional pet insurance, • Access to a gym membership discount (offered through our healthcare provider and available for select fitness centers), • $200/month waived medical benefit for employees who opt out of our health plans, • Cell phone stipend for applicable roles, • Financial Wellness: 401(k) plan with company match, • Time Off to Recharge: Generous paid holidays, vacation, sick leave, bereavement, and jury duty leave, • Strong Foundation: Over 28 years of consistent growth and success, • Fun & Connection: Annual summer retreat, holiday parties, happy hours, and themed celebrations throughout the year, • Career Growth: A collaborative, high-performing team with frequent recognition and opportunities for internal promotion, • Our Culture: Fast-paced, team-driven, and fueled by a shared commitment to excellence, • Corporate Social Responsibility, • Youth Rising Group, • Women's Empowerment Group Your target earnings potential ranges from $300,000 to $600,000 annually, reflecting the substantial rewards available to top-performing individuals who excel in driving sales and nurturing long-term client relationships. We believe in rewarding your hard work and dedication, and this compensation model reflects our commitment to recognizing and valuing your contributions to our organization. This includes a competitive base salary of $120,000. As a Senior National Account Manager, you will have the opportunity to earn uncapped commissions, providing significant income potential based on your performance and achievements. Equal Opportunity Employer

Job Description At Better Rise Capital, our mission is to fuel the growth of small businesses by delivering fast, flexible, and transparent financing solutions. Rooted in trust, driven by innovation, and committed to empowering entrepreneurs, we're redefining how businesses access the capital they need to succeed. Together, we're building a stronger future for America's small business community. As a Business Development Representative, you'll play a key role in connecting small business owners with essential financial solutions. You'll develop strong client relationships, assess their unique funding needs, and guide them through our fast and efficient lending process. Our entry level Business Development Representatives can expect annual on target earnings (OTE) of $80,000 to $100,000, with clearly defined opportunities for rapid growth and advancement. Upon graduation, our Account Executives typically see OTE in the $100,000-$150,000 range and our Senior Account Executives regularly earn $250,000+ annually. This position is designated in-office, located in Irvine, CA. Must be willing to commute to the office Monday through Friday. As a Business Development Representative you will: • Serve as a strategic advisor to small business owners, understanding their financial goals and offering tailored funding solutions, • Guide clients through the end-to-end funding process, from needs assessment to approval and funding, • Develop and manage a high volume pipeline of inbound and referral-based leads, • Bachelor's degree in Business, Business Administration or a related field (preferred), • Knowledge of financial services and capital solutions, • Strong sales acumen and the ability to effectively pitch products/services, • Excellent communication and negotiation skills with a client-first mindset, • Strong organizational skills and attention to detail, • Uncapped earning potential – Our top earners can expect to earn $250,000.00 plus, • Premium inbound leads – No cold calling, no guesswork — just qualified business owners looking for funding., • Ongoing professional training – We invest in your development through advanced sales training and financial education, • Leadership & growth opportunities – A clear path for career advancement in a fast-growing organization, • Recognition & rewards – Monthly bonuses, performance incentives, and elite company trips, • BBB-accredited, industry-respected brand We believe in your potential and are invested in your growth! APPLY TODAY, and let's achieve our goals together! We are an Equal Opportunity Employer and consider all qualified applicants without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, and related medical conditions), gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, military or veteran status, or any other status protected by applicable federal, state, or local laws. We are committed to providing reasonable accommodations and to maintaining a workplace free from discrimination and retaliation.

Job Description Join a team where your impact reaches beyond the stars! At Terran Orbital, you're not just part of the system – you're a vital force propelling our mission forward. As trailblazers in satellite manufacturing and aerospace innovation, we shatter boundaries daily to deliver groundbreaking solutions that power our nation's defense and commercial missions. We are a unique, fast growing, and trusted team dedicated to swiftly and efficiently designing, building, launching, and operating state of the art satellites for advanced mission constellations. If you're driven by purpose, inspired by challenges, and ready to leave your mark on the universe, you'll find a home and endless opportunities for growth here. Together, let's redefine what is possible in orbit and beyond! Terran Orbital is seeking an experienced Sr. Finance Planning & Analysis (FP&A) Manager to join our dynamic team. Reporting to the Chief Financial Officer (CFO) the Sr. FP&A Manager will serve as a trusted advisor to senior leadership, transforming complex financial data into actionable insights that shape the company's strategy. This is a hands-on, high‑visibility role that offers significant ownership, cross-functional partnership, and the chance to drive meaningful improvements across the business. You'll thrive in a fast-paced environment where you're empowered to take initiative, elevate our planning capabilities, and influence major strategic decisions. Key Duties and Responsibilities • Lead the company's financial forecasting, budgeting, and long-range planning processes; improve planning accuracy, cadence, and controls, • Partner closely with executive leadership to support strategic planning and resource allocation, • Prepare monthly forecasts, financial models, and scenario analyses to inform key business decisions, • Collaborate cross-functionally with department leaders to provide data-driven insights, performance reporting, and financial guidance, • Monitor monthly revenue, expenses, and key performance metrics; clearly communicate variance drivers to stakeholders, • Develop and deliver financial presentations for the Board of Directors, executive leadership, and company-wide communications, • Work closely with Accounting and Analytics teams to ensure timely, accurate, and compliant financial reporting, • Own and enhance FP&A systems, tools, and processes to elevate accuracy, scalability, and productivity, • Mentor and develop team members, fostering analytical rigor and continuous improvement, • Bachelor's degree in Finance, Accounting, Economics, Strategy, or related field, • 8+ years of FP&A, corporate finance, investment banking, equity research, or similar experience; prior people-management experience in a high-growth or fast-paced environment preferred, • Experience as a people leader or a team lead with proven ability to mentor and coach, • Strong understanding of GAAP and how accounting impacts financial models and forecasts, • ERP implementation experience, ideally Microsoft Dynamics, • Advanced skills in Microsoft Excel, PowerPoint, and financial modeling, • Excellent interpersonal, written, and verbal communication skills; proven ability to collaborate across levels and functions, • Highly organized with strong analytical, critical thinking, and problem-solving capability, • Able to work independently, manage multiple priorities, and operate with urgency when required, • Meticulous attention to detail and commitment to accuracy, • Sound judgment, discretion with confidential information, and a hands-on, proactive working style Benefits • 100% Company-paid comprehensive medical, dental, and vision coverage for you and your dependents, • 401(k) Match, • Flexible Time Off (FTO), • Education Reimbursement Terran Orbital is a leading manufacturer of satellite products primarily serving the aerospace and defense industries. Terran Orbital provides end-to-end satellite solutions by combining satellite design, production, launch planning, mission operations, and on-orbit support to meet the needs of the most demanding military, civil, and commercial customers. Learn more at Physical Demands An employee must meet the physical demands described to perform the essential functions of this job successfully. In performing the duties of this job, the employee is routinely required to sit or stand for long durations of time, in addition to bending, reaching, and walking. This would require the ability to lift or move objects up to 10 pounds and occasionally lift or move objects up to 25 pounds. This position is generally sedentary, with substantial computer usage. Work Environment The job operates in a professional office environment but in a manufacturing company. This job routinely uses standard office equipment such as computers, phones, photocopiers, and scanners. Disclaimers To comply with U.S. Government space technology export regulations, the applicant must be a U.S. citizen, lawful permanent resident of the U.S., protected individual as defined by 8 U.S.C. 1324b(a)(3), or eligible to obtain the required authorizations from the U.S. Department of State. In addition, please note that this position may require a current United States National Security clearance or eligibility for such a clearance. Terran Orbital is an Equal Opportunity/Affirmative Action Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, or membership in any other group protected by federal, state, or local law. If you need assistance or accommodation due to a disability, you may contact us at . Terran Orbital does not accept unsolicited resumes from recruiters, employment agencies, or staffing firms. To conduct business with Terran Orbital, a Master Services Agreement (MSA) must be executed and confirmed prior to submitting any information relating to a potential candidate. Without a signed MSA, Terran Orbital shall not be responsible to any individual or entity for any payment relating to any form of fee or compensation. And, in the event that a resume or candidate is submitted by a recruiter, an employment agency, or a staffing firm without a fully executed MSA, Terran Orbital has the unrestricted right to pursue and hire any of those candidate(s) without any legal or financial responsibility to the recruiter, agency, and/or firm.

Job Description THOSE THAT WANT MORE FOR THEMSELVES PROFESSIONALLY, THOSE THAT WANT TO BE RECOGNIZED AS THE BEST, AND VALUED FOR IT--APPLY! You've put in the hours. You strive to the best commercial insurance account manager and risk advisor. You know you're capable of more recognition, more growth, more impact, but have not found that team that appreciates you and wants to invest and develop you to become the best! At Conrey Insurance Brokers & Risk Managers in Orange, CA, we don't hire employees. We build professionals, leaders, and top of class risk advisors! Imagine working where: • Your expertise is respected, not overlooked., • Your growth is limitless, not capped., • Your achievements are rewarded, not ignored., • Your team is as sharp and driven as you are. We're seeking an experienced Commercial Lines Account Manager / Risk Advisor ready to elevate their career in a boutique, high-performance environment where your success is our culture. Don't settle. Step into the career you've been waiting for. Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Health Insurance Dental Insurance Vision Insurance Life Insurance Mon-Fri Schedule Career Growth Opportunities Retirement Plan Hands on Training Matching 401k Quarterly Bonuses Tuition payment insurance designation programs Monthly Rewards Responsibilities When you join our team, you will work in a collaborative work environment to: • Cultivate strong relationships with clients, advising on risk management and proper commercial insurance coverage., • Learn our unique way of brokering that assures the best solution for the client no matter the market or the risk!, • Learn how to evaluate a risk and understand their business operations and financial structure to properly advise them on risk structuring and coverage and prepare a company narrative to represent them effectively., • Maintain up-to-date knowledge on carrier products, guidelines, underwriting, and legislative changes in order to make effective recommendations to clients., • Analyze and compare current exposures to develop renewal or new business specs for marketing., • Process and submit new and renewal clients for marketing and placement, review and summarize quotes for competitiveness and accuracy, and negotiate rates when appropriate., • Prepare proposals with the help of the sales team for client presentations. Execute accurate invoicing and financing tasks to meet deadlines., • Process and check policies, endorsements, endorsement requests, and audits for accuracy., • Manage, submit, and follow-up with claims throughout the claims process., • Prepare and manage timetables, summaries and/or schedules for the entire book of business with regard to coverage, renewals, deliverables, and marketing strategy., • Constantly develop yourself professionally to be the expert advisor in the world of risk management and commercial insurance brokering, through internal and external education, and gain certifications like the CPCU, CIC, ARM, etc.! Requirements • Commercial Insurance Expertise, and works as a Commercial Account Manager, • Preferably holds a CPCU, CIC, ARM or other., • Preferably a business degree (finance, accounting, economics, statistics, etc.) from an accredited college, • Excellent verbal and written communication skills, • Math and problem-solving skills, with and ability to connect the dots and be forward looking., • Aptitude for learning new technology, • Positive attitude, good listening skills and empathy, • Highly organized and strong time management skills, • Ability to multi-task in a fast-paced environment within tight deadlines, • Works with integrity and a high-level of confidentiality, • LOVES TO LEARN, WORK HARD, AND HAVE FUN DOING IT!

Job Description Join Barker and Sons Plumbing as a Drain and Sewer Camera Sales Advisor, where your charisma and sales skills will thrive in a supportive and dynamic team. You'll have the chance to work with a family-owned company renowned for its commitment to excellence and innovation in home services. We provide all leads, ensuring you can focus on what you do best—closing deals and providing top-notch customer service. Enjoy a competitive salary of $125,000 - $200,000, a comprehensive benefits package, and a warm, inclusive work environment. We're dedicated to your growth with company-sponsored training and development opportunities. Our team values professional advancement and personal well-being, offering medical, dental, and vision coverage, as well as a 401(k) with a 5% match. Enjoy a balance between work and life with paid time off, adaptable schedules, and paid holidays. You'll also receive a company vehicle, a tablet for work activities, and uniforms, ensuring you're equipped for success. Be part of a company that believes in doing great work because we've got great people. Let's grow together at Barker and Sons Plumbing, where your career will flourish in a vibrant and caring community. Compensation: $125,000 - $200,000 yearly Responsibilities: What You'll Be Doing (And Why You'll Love It): Be the Expert Customers Rely On Proven Sales Experience Barker and Sons Plumbing is a dedicated team of professionals that’s been serving Orange County since 1983. We’ve grown by hiring the best professional plumbers and making life easy for them. We take great care of them, they love their jobs, and our customers love us for it. Using the latest technology, we provide a complete range of plumbing, drain, and sewer services and do the job right. “We do great work…because we’ve got great people.” • Professional advancement through sponsored training and continuous development., • Health and wellness package inclusive of medical, dental, and vision, along with short-term disability and life coverage., • 401(k) with a 4% match., • Paid time off, paid holidays, and adaptable schedules., • Company-provided service truck, tablet, and uniforms., • Company-wide family events.

Job DescriptionDescription: What if your next job wasn’t just a role, but a place where you truly felt valued, inspired, and empowered? Imagine working for a company that’s dedicated to educating, inspiring, and empowering others, while fostering a family-like atmosphere that genuinely respects and appreciates every team member. Now, imagine that this company also offers: • A flexible hybrid work schedule, • Strong, guiding values that drive everything we do, • Outstanding benefits to support your well-being Here’s a glimpse of what makes our culture amazing: At Westcliff, we strive to be the best in all we do, celebrating and supporting each team member as we grow and succeed together. As a global leader in innovative education, we’re known for our transformative, tech-driven programs and our unwavering commitment to excellence and social responsibility. Our tagline – Educate. Inspire. Empower. – perfectly sums up our mission: to create opportunities for students and employees to achieve success through hard work and empowerment. By joining the Westcliff team, you’ll have the chance to leave your personal mark on a growing institution, helping us shape the future of education while being part of a supportive and innovative community. Ready to feel inspired and appreciated while making a real difference? Apply now, and let’s grow and succeed together! Domestic Admissions Advisor Job Summary The Domestic Admissions Advisor plays a key role in guiding Domestic, Military, and Athletic applicants through the enrollment process. This position is responsible for achieving individual and departmental admissions goals by providing exceptional customer service and meeting established performance metrics. Additionally, the advisor will collaborate with various departments to support student enrollment efforts. Success in this role requires the ability to engage with individuals from diverse social, economic and cultural backgrounds. The Domestic Admissions Advisor reports to the Enrollment Manager and operates under the overall supervision of the Senior Director of Admissions. Must be flexible with work schedule, Saturday work schedule. Duties and Responsibilities Lead Management: • Effectively manage a pool of student leads derived from various sources, utilizing our Slate system, • Conduct individual and group information sessions for prospective students and families., • Guide prospective students and their families through the college application process, providing information about program offerings, financial aid, and campus life., • Provide outstanding customer service to both internal and external stakeholders, • Provide information about application requirements, deadlines, and policies., • Meet and exceed individual and department goals to contribute to the university’s strategic goals, • Attend weekly meetings to present and discuss student caseload, • Excellent oral and written communication skills, • Ability to present in group settings, • Positive interpersonal skills, • Self-motivated and compassionate, • Ability to make independent decisions and manage multiple projects and work well in a team environment, • Knowledge of and commitment to regulatory and college enrollment policies, standards, and procedures, • Basic skills in the use of computerized systems and databases, • Ability to influence others, • Results-oriented, • Bachelor’s degree required, • 1+ years of customer service, sales, marketing, or recruiting required, • Minimum of 2 years of college admissions experience preferred, • Demonstrated consultative sales aptitude and commitment to professional development., • Military background or experience working with military students preferred. Limitations and Disclaimer The above 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. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws. Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an at-will basis, unless otherwise contractually bound. Westcliff University is an Equal Opportunity Employer Requirements:

Job Description Position: Senior Audit & Assurance Manager (Partner-Track) Company: Talley LLP Location: Orange, California (Hybrid) 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 entrepreneurially 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 Position Summary Reporting directly to the Audit & Assurance Partner and working across departments, the Senior Audit & Assurance Manager will bring strong technical expertise, leadership, and a client-first mindset. This individual will lead process improvements, technology adoption (including AI), and cross-functional integration, while helping to fuel firm growth by leveraging Talley’s full suite of services. The Senior A&A Manager thrives in a fast-paced, entrepreneurial environment, embraces challenges with agility, and quickly assumes the role of Client Service Manager (CSM)—responsible for designing and delivering A&A and consulting engagements, while proactively identifying additional client needs. Essential Functions Strategic Priorities • Integration & Collaboration: Boost cooperation between A&A and other departments (Tax, Legal, CAS, Consulting, Wealth Management, Project Management Office) and seek cross-selling beyond standard A&A services., • Tax Compliance Integration: Align A&A deliverables with tax compliance and CAS processes., • AI Integration: Use AI and affordable resources to streamline workflows for individuals and teams. Help guide the dept. as well as use it in day to day., • Client: Engage clients and prospects, collaborate, take on technical tasks as needed, deliver quality, and apply cost-effective strategies. Contribute unique skills, maintain a strong professional network; client portfolio is preferred but not required., • Process: Review workflows for best practices, combine CAS–Audit and Audit–Tax projects, and use advanced technology and AI. Practice effective time and project management daily., • People: Mentor staff beyond routine tasks and encourage ongoing learning, especially in AI., • Plan, execute, and document the A&A lifecycle—planning, fieldwork, and reporting., • Develop audit/assurance programs that balance interim and year-end phases., • Innovate by deploying best practices, advanced software, and AI-driven tools., • Tailor approach to each client’s risk environment., • Design and test controls; integrate internal procedures into overall plans., • Prepare and review financial statements, disclosures, and reports., • Draft reports for non-standard opinions when necessary., • Research authoritative guidance to resolve technical issues., • Review workpapers to confirm accuracy, compliance, and completion., • Understand client operations, strategies, and financial systems., • Monitor external industry factors and advise clients on implications., • Earn client trust and serve as a resource for inquiries., • Cultivate and grow long-term relationships., • Respond promptly to client requests and resolve issues efficiently., • Identify cross-selling opportunities across Tax, CAS, Consulting, and Legal., • Oversee engagements from planning through completion., • Manage multiple projects and staff simultaneously., • Delegate effectively and monitor staff performance against objectives., • Anticipate staffing needs and adjust as circumstances change., • Monitor progress against budget; report variances to Partner., • Ensure timely completion of deliverables and Partner review notes., • Delegate strategically to encourage professional growth., • Provide coaching, technical training, and constructive reviews., • Offer timely, balanced feedback and mentorship., • Model professionalism and accountability., • Uphold and enforce departmental policies., • Evaluate and implement new software, AI tools, and process improvements., • Lead departmental meetings, after-action reviews, and training., • Minimum 8–10 years of audit/assurance experience (including 5+ years in management)., • Active CPA (CA) required., • Bachelor’s degree in accounting or a related field is required., • Strong project and time management skills., • Advanced financial/accounting expertise with creativity and autonomy., • High client-service orientation., • Collaborative, tactful, and flexible interpersonal style., • Independent, entrepreneurial, and profit-focused mindset., • Strong analytical and reasoning skills., • Excellent written and verbal communication skills., • High energy, able to manage multiple priorities., • Familiarity with CCH Engagement, Knowledge Coach, and ARM preferred, but not required. Travel Must be willing and able to travel to client offices. Compensation Competitive and commensurate with experience. Powered by JazzHR bUcNU624N0

Job DescriptionDescription: ABOUT US At TTC, we are Enriching lives by connecting people and places. For over 100 years, we’ve been bringing the world closer together by crafting journeys that create lasting memories, lifelong friendships and meaningful cultural connections. Across more than 70 countries and our award-winning brands, we design and deliver travel experiences that go beyond sightseeing - they change perspectives. Behind every unforgettable journey is a passionate team making it happen. That’s where you come in. OUR VALUES Everything we do is guided by our five shared commitments: • Value Every Voice - We put people first., • Act with Integrity - We do what’s right., • Explore Beyond Boundaries - We’re driven by curiosity., • Own the Outcome - We take responsibility for our decisions. The Senior Vice President, Sales – North America serves as the executive sales leader responsible for the performance and growth of TTC Tour Brands’ B2B sales across the United States and Canada. As a key member of the Global Sales Executive Team, this role shapes and executes a best-in-class, regionally aligned sales strategy that drives sustainable revenue growth and market leadership. This executive owns trade sales performance through to contribution margin, ensuring commercial outcomes align with global business objectives. The role oversees field sales, strategic accounts, host agency partnerships, consortia relationships, and inside sales, with full accountability for revenue growth, market share expansion, and elevated advisor engagement across all North American trade channels Requirements: KEY RESPONSIBILITIES Sales Leadership & Strategic Execution • As part of the global sales executive team, contribute to and execute the sales strategy to be delivered across all regions., • Develop and execute a comprehensive North American trade sales strategy aligned with global brand goals and regional growth targets., • Oversee the performance of both field and strategic account teams, ensuring strong channel coverage, effective territory management, and revenue delivery., • Lead a team of Field Sales Directors, Strategic Account Leaders, and Inside Sales Managers across the U.S. and Canada., • Create a high-performance culture with clear KPIs, structured coaching, cross-training, and continuous professional development., • Direct the field sales organization responsible for managing travel advisor relationships and trade partner growth across all regions., • Guide the creation and execution of territory plans, regional sales goals, and travel trade engagement strategies., • Serve as the senior relationship owner for North America's top host agencies, consortia, and retail networks., • Lead the development of regional business plans, incentive design, override negotiations, and co-op marketing investment., • Take ownership of trade sales performance through to contribution margin, including analysis of channel profitability and partner-level returns., • Drive investment and resource decisions that optimize both top-line revenue and bottom-line efficiency within the trade channel., • Monitor regional trade sales pipeline, partner contribution, and return on investment across all sales initiatives., • Apply commercial rigor to resource allocation and investment decisions, balancing short-term revenue goals with long-term strategic value., • Represent TTC Tour Brands at industry events, consortia conferences, and trade shows in North America., • Be a visible champion of the advisor channel and the TTC family of brands, promoting advisor loyalty and long-term partnerships. Communication & Influence Clearly communicates ideas, builds rapport, and influences others to achieve effective outcomes. Collaboration Works effectively across teams, building strong relationships to deliver shared goals. Resilience & Drive Maintains energy and focus in challenging environments, persisting to achieve results. YOUR EXPERIENCE AND EXPERTISE • 7-10 years of progressive sales leadership experience, including senior executive roles within the travel and tourism industry., • Proven track record of delivering significant revenue growth and managing large-scale B2B sales organizations across North America., • Deep expertise in the travel trade ecosystem, including host agencies, consortia, retail travel networks, and advisor engagement models., • Demonstrated success in leading high-performing, geographically dispersed teams and building strong leadership pipelines., • Expertise in strategic account management, partnership development, and complex contract negotiations., • Data-driven decision-maker with strong analytical, forecasting, and financial modeling capabilities., • Exceptional executive presence, communication, and stakeholder management skills., • Experience operating in a global, matrixed organization with cross-functional collaboration., • Willingness to travel frequently across North America Travel 50-60% The Travel Corporation is an equal opportunity employer and does not discriminate against race, color, creed, sex, gender, religion, marital status, age, national origin, sexual orientation, or any other consideration made unlawful by federal, state, or local laws or ordinances. The Travel Corporation is proud to be an equal opportunity employer. We not only encourage and support diversity in the workplace, we celebrate it! If you feel you have the skills and experience to thrive in a supportive and inclusive environment, we want to hear from you! Salary Description$230,000 - $260,000

Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success. Job Description As a Thrivent Financial advisor, you’ll: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith., • Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs., • Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community., • Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice., • Have the flexibility to control your schedule, allowing for work-life balance., • Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: • Self-disciplined, independent and driven to succeed., • Motivated by helping others and seeing them achieve their goals., • A natural coach or guide with strong interpersonal skills. Requirements • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply., • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting., • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify., • Medical, dental, vision, disability and accidental death and dismemberment insurance., • Pension, 401(k) and retiree medical plans., • Ongoing support, training and opportunity for professional growth as you build your business., • Well-being programs to help you manage your physical, emotional and financial health., • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Job Description VP of Enterprise Sales Salary: $150,000 annual Job Description Company Description Trusted by major players throughout the industry, we have been a leading provider of SaaS solutions to businesses since 1997. The company's philosophy is to combine software design with comprehensive consultancy and support services to deliver business-critical applications. Our enterprise software solutions deliver ROI by helping businesses increase profitability, improve customer service and value, integrate with other business applications, and readily access information to make informed decisions. We offer a comprehensive product line of enterprise software and professional services addressing the needs of various departments and executive management. Our applications are ideal for executives who require real-time access to enterprise data. The software solutions are web-based, designed for quick deployment, scalable for growth, reliable, and readily available. We also provide clients with industry-leading consulting, implementation, development, engineering, training, and support services. We offer a dynamic, friendly, and energetic work environment filled with constant new challenges, expectations, responsibilities, and endless growth opportunities. Major Responsibilities and Essential Functions • Set aggressive revenue targets while collaborating with marketing and executive teams on joint sales and marketing strategies and initiatives., • Demonstrate in-depth knowledge of enterprise SaaS sales processes, including pipeline generation, management, and forecasting., • Build and sustain executive-level relationships with C-suite and senior decision-makers, positioning yourself as a trusted advisor in the buying process., • Drive competitive positioning by differentiating our solution against alternatives and securing stakeholder alignment at all levels., • Deliver tailored proposals, ROI analyses, and persuasive pitch decks that connect platform insights and industry trends to client business challenges., • Own the full sales cycle from discovery through close, advancing opportunities with urgency, rigor, and executive presence., • Actively contribute to organizational best practices for enterprise deal execution and strategy., • Leverage data, insights, and executive relationships to expand influence across business units and geographies within target accounts., • Bachelors degree required, • 5+ years of experience in technology sales (SaaS and market research sales preferred), • Proven track record of excellence with year-over-year quota attainment, • Strong business and financial acumen with the ability to evaluate deal alternatives, • Demonstrated success leveraging the channel to build and close deals across all organizational levels, from developer to C-suite, • Strong ability to influence, particularly in negotiating and closing business deals, • Ability to identify and prioritize risks that transactions may pose to various aspects of the business, • Understanding of market and competitive environment, including deal activity and potential opportunities, • Experience in strategic thinking, innovation, mentoring, and collaboration, • Willingness to travel up to 75% Disclaimer: Altametrics is an Equal Opportunity Employer and participates in the E-Verify program to confirm employment eligibility of all newly hired employees.

Job DescriptionPosition: 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, California 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., • 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. 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. *Talley Law Group is an equal opportunity employer. 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Job Description Who We Are: West Yost is a water resource management and engineering firm focused exclusively on water. Since our founding in 1990, we have partnered with public agencies including cities, counties, utilities, and water districts to plan, design, and deliver water, wastewater, and stormwater solutions that support safe, reliable, and resilient communities. Our team of more than 260 professionals brings together expertise in groundwater, water supply, treatment, infrastructure, recycled water, stormwater, construction management, and operations technology. We support projects from early planning and permitting through design and construction and complement our engineering services with program management and public outreach to help clients move work forward and engage their communities. We are proud to be certified as a Great Place to Work®, and to be recognized among Fortune’s® Best Workplaces in Consulting and Professional Services from 2023 to 2025, as well as a top-ranked firm in the AEC Advisors Diversity Index. At West Yost, we are committed to being the water firm of choice for our clients and our team, advancing water resources for future generations through strong partnerships, practical solutions, and a shared commitment to quality. Compensation Range: $150,250 - $210,050. Based on our Irvine, CA office location. (West Yost uses geographic salary differentials that would apply for candidates in other regions). Status: Full-time, Exempt Location: Our preferred locations are – Irvine, Sacramento, Davis, or San Diego ( ). This is a Hybrid role with 3 days in the office and 2 days remote. Position Description: Surface and Storm Water Practice Area Lead This role will have close collaboration with executive leaders and other practice area leads across the firm. West Yost is seeking an entrepreneurial and collaborative leader to grow and guide our Surface and Storm Water practice across California. This is a unique opportunity to shape the future of a practice area that is essential to resilient communities and integrated water management. Our Surface and Storm Water Practice Area Lead (PAL) will lead a team of passionate, multidisciplinary professionals within a company known for its values-driven culture, technical excellence, and strong client partnerships. At West Yost, we prioritize long-term relationships—with our clients and our people. We are 100% employee-owned and deeply committed to fostering an environment of trust, mentorship, and continuous learning. This role is ideal for a technically strong and relationship-savvy professional who is motivated to make a lasting impact. The PAL will be empowered to build the practice with support from West Yost’s leadership, access to our robust network of sector leaders and clients, and resources to expand their influence regionally. This position also offers a clear path to future advancement, including potential progression to a Business Sector Leader role, for individuals who demonstrate initiative, vision, and integrity. In addition to technical and project leadership, the PAL will partner with West Yost’s Business Sector Leader managing the operational and financial health of the practice. This includes planning and managing growth, developing new and existing markets, and driving consistent revenue performance for the practice. Essential Duties: Practice Leadership and Development • Provide leadership, direction, and mentorship to a team of engineers and technical staff across multiple offices., • Foster a collaborative, growth-oriented team environment, focused on technical excellence and client service., • Balance team workload, track resourcing needs, and support recruiting and onboarding of new staff., • Guide quality control/quality assurance efforts and support technical skill development aligned with career progression., • Develop and implement an annual business plan aligned with company strategic goals., • Lead efforts to expand the Surface and Storm Water portfolio, identifying emerging markets, trends, and client needs., • Identify and pursue stormwater and surface water project opportunities across California., • Strengthen and expand client relationships with public agencies and regional partners., • Establish annual performance goals and practice-level Key Performance Indexes (KPIs) in partnership with the BSL., • Partner with the Business Sector Leader (BSL) to track performance against revenue, utilization, backlog, write-offs, and other KPIs., • Manage forecasting, utilization, and resource planning to meet practice area revenue and profit targets., • Coordinate with Area Market Leads, Client Service Managers, and other PALs to cross-sell West Yost services., • Support grant strategy, pursuit of funded projects, and alternative delivery models., • Serve as project manager, technical advisor, or QA/QC lead for complex water resources projects., • Oversee and contribute to hydrologic and hydraulic modeling using tools such as HEC-RAS, HEC-HMS, SWMM, InfoWorks, and similar platforms., • Lead or contribute to design and planning of storm drainage systems, flood control infrastructure, and green/nature-based solutions., • Integrate restoration of wetlands, riparian corridors, and riverine systems into infrastructure planning where appropriate. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without written notice. Qualifications: Required Education and/or Experience • Bachelor’s degree in Civil, Environmental, or Water Resources Engineering., • 15+ years of experience in consulting engineering with increasing leadership responsibility., • PE licensure in California, or ability to obtain within 6 months., • Demonstrated expertise in stormwater and flood control modeling and design., • Proven ability to manage financial performance, lead strategic pursuits, and translate technical expertise into market growth strategies., • Proven experience mentoring staff and leading multidisciplinary project teams., • Master’s degree in Civil or Environmental Engineering., • Background in environmental restoration or green infrastructure., • Knowledge of regulatory and funding frameworks (e.g., FEMA, SWRCB, Cal OES). This position may require travel to other offices and/or client offices. A Little About the West Yost Life: You will experience many opportunities to grow and develop professionally with your colleagues through collaborative in-person work experience, knowledge sharing, and mentorship opportunities. We also offer hybrid and flexible work schedules to our employees to help promote and encourage a healthy work/life balance. All of our team members have access to local and company-wide events, our Diversity, Equity and Inclusion Workgroup, Culture Workgroup, Wellness Workgroup, book clubs, charitable giving and community service, firm-wide resources, peer groups (young professionals & middlers group), and mentorship and leadership programs. We support and foster your career success and encourage you to be in control of your future with us. At West Yost, we make space for connection across the firm. Each month, we hold an all-hands meeting that bring together team members from every location, including those working remotely, to stay aligned and engaged. Individual sectors and teams also hold their own monthly meeting. At the local level, our offices host gatherings, from camping trips and river rafting to community events and celebrations. Once a year, we come together in person for our Annual All Staff event, a firmwide experience focused on learning, networking, and building relationships across teams. That evening, we continue our longest-standing tradition, the Duck Dinner, where West Yosters are encouraged to bring a guest and enjoy a night of great food, connection, and entertainment. We work hard, and we place equal value on having fun. Our commitment to quality begins with our hiring practices. We employ the most talented team members in our industry from all backgrounds. We are highly selective of the individuals we choose to represent the firm, seeking only those individuals whose technical abilities and commitment to client service matches our vision for excellence. We are dedicated to our number one asset, our employees. Because we are employee-owned, we are responsible for and rewarded by our own success. Come to West Yost where, with our support, you’ll do the best work of your life. Standard Benefits: We provide a comprehensive array of valuable benefits to protect your health, your family, and your way of life. Benefits include medical, dental, vision, flexible spending accounts, health saving accounts (with West Yost contribution), paid vacation, paid sick leave and holidays, two employee assistance programs, travel assistance program, 401(k) profit sharing with employer match, leaves of absence with additional supplemental paid time off, parental leave, life and AD&D insurance, short-term and long-term disability insurance, and even pet insurance. Other Unique Benefits: You’ll be provided with support in on-going education through our 529 college savings plan/student loan repayment program, tuition reimbursement, paid professional memberships, paid training, and Leadership Academy programs. You’ll be recognized for your contributions at West Yost through milestone anniversary benefits, peer to peer recognition programs, the potential for employee stock ownership, annual monetary and paid time off bonuses, performance-based bonus eligibility, merit increase eligibility, and employee referral bonuses. We also offer a wellness reimbursement. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionAbout BPM BPM LLP is a full-service accounting and advisory firm recognized for its people-first culture and entrepreneurial spirit. With a strong presence in California and clients across the U.S., BPM offers comprehensive tax, assurance, and consulting services. The firm is consistently ranked among the Bay Area’s “Best Places to Work” and is known for its flexible work arrangements, professional development programs, and inclusive environment. Role OverviewThe Tax Director within our Mergers & Acquisitions team will lead strategic tax advisory services for private equity firms, corporate clients, and their portfolio companies. This role focuses on tax structuring, due diligence, and integration planning for mergers, acquisitions, and reorganizations. The ideal candidate will bring deep technical expertise, leadership capabilities, and a consultative approach to client service. Note: Open to candidates nationwide. Those within 45 minutes of a BPM office will be expected to follow a hybrid schedule.Key Responsibilities: • Lead tax structuring and planning for M&A transactions, including buy-side and sell-side engagements., • Oversee tax due diligence and risk assessments for target entities., • Advise clients on tax implications of deal structures, including entity selection, purchase price allocation, and post-transaction integration., • Collaborate with cross-functional teams (e.g., valuation, audit, legal) to deliver seamless transaction support., • Manage client relationships and serve as a trusted advisor on complex tax matters., • Mentor and develop junior staff, fostering technical growth and leadership., • Contribute to business development efforts, including proposal writing and client presentations., • Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM’s values.Qualifications:, • CPA or EA required., • Bachelor’s degree in Accounting, Finance, or related field (Master’s preferred)., • Proven track record in driving business growth and strategic partnerships, • Minimum 7 years of experience in public accounting or consulting, with a focus on M&A tax., • Strong knowledge of partnership taxation, corporate reorganizations, and ASC 740., • Proven ability to manage multiple complex projects and deliver high-quality results., • Excellent communication, analytical, and presentation skills., • Entrepreneurial mindset with a passion for client service and team leadership.What you get:, • Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility., • Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections., • Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself., • Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University.Who is successful at BPM:, • Caring people who put others first, • Self-starters who embody the BPM entrepreneurial spirit, • Authentic individuals with a diverse point of view, • Lifelong learners with a drive to excel

Job Description Work Location: At Profit Recovery Partners (PRP), we believe that collaboration and innovation thrive when we're together. This position is fully onsite at our Santa Ana office, allowing for real-time teamwork, immediate problem-solving, and a strong sense of community among our team members. Who You Are: As a Director at PRP, you are a solution-oriented leader with an entrepreneurial mindset who thrives on tackling complex challenges alongside a high-performing team. The ideal candidate brings sharp critical thinking skills and a business-builder's instinct to influence, negotiate, implement and scale cost reduction strategies that deliver measurable results for our clients. In this role, you will provide vision and direction to assess client opportunities and collaborate with the expense area experts to analyze and create best-in-class solutions for PRP clients. The Director is accountable for driving Practice Group growth, executing strategic initiatives, achieving financial goals (P&L management), and developing a team of future leaders. What You'll Do: • Lead PRP's Accounts Payable (AP) Recovery Audit practice; overseeing client engagements, team execution, and overall P&L performance., • Manage end-to-end audit lifecycle, from data acquisition and normalization to claims identification, validation, and recovery tracking., • Partner with clients' Finance, Procurement, and Shared Services teams to identify duplicate payments, missed credits, overpayments, and vendor compliance issues., • Develop customized audit strategies leveraging analytics, automation tools, and proprietary benchmarking data to uncover root-cause trends and savings opportunities., • Present findings, recovery recommendations, and process-improvement initiatives directly to CFOs, Controllers, and Procurement executives., • Negotiate and secure recovery of funds on behalf of clients, ensuring full documentation and transparency in accordance with client policies., • Build and maintain relationships with vendors and suppliers to facilitate efficient claim resolution and future-state process improvements., • Drive continuous improvement initiatives by identifying audit patterns, error sources, and control gaps to strengthen clients' AP processes., • Collaborate with PRP's data analytics and technology teams to enhance automation, dashboard reporting, and machine-learning audit capabilities., • Oversee and mentor audit managers and analysts; establish clear KPIs, ensure quality control, and foster a high-performance, entrepreneurial culture., • Support new business development by contributing to proposals, pricing models, client pitches, and thought leadership related to spend recovery and AP optimization., • Stay current on payment trends, ERP/AP automation tools, and industry best practices to continuously evolve PRP's audit methodology., • Represent the firm as a subject-matter expert in AP recovery, participating in client workshops, webinars, and strategic advisory sessions., • Establish productive working collaborative relationships with partners in other operational groups within the company, • Quickly garner internal resources from all departments to collaborate with and find a way to keep projects moving forward when faced with adversity, • Bachelor's Degree required with a minimum of 9-13 years of expense management, vendor management, consulting or other related experience, • 4+ years of management/supervisory experience, • Excellent written, verbal, and visual communication skills, • Excellent quantitative and qualitative skills; Advanced Microsoft Office and Excel skills, • Ability to lead others to complete complex projects on time, • Experience in building relationships and alignment amongst team members and clients with demonstrated leadership skills, • Proven ability to deliver results Who We Are: Profit Recovery Partners is a management consulting firm specializing in enterprise cost optimization and spend reduction. We partner with FORTUNE 1000 corporations, leading law firms, private equity firms, and private enterprises across North America to design, implement, and sustain transformative cost-reduction strategies. Leveraging deep category expertise, proprietary analytics, and supplier-negotiation intelligence, PRP delivers measurable financial impact and operational efficiency. Our client engagements have generated more than $11 billion in verified savings, reinforcing PRP's reputation as a trusted advisor to executives seeking lasting performance improvement and sustainable cost reduction results. Why Work at PRP: • Full medical, dental, and vision benefits package, • 401K plan with company match, • Paid holidays, vacation, and sick time, • 25+-year track record of growth, • Winning team atmosphere with high degree of employee recognition and promotions from within, • High paced, collaborative working environment that thrives on team success, • We value social responsibility and founded the following employee-driven committees: Corporate Social Responsibility, Diversity & Inclusion Group, Women's Empowerment Group, and the Wellness Committee. Each committee seeks to provide employees with a chance to give back to their community in ways most meaningful and rewarding to them. The salary range for this position is: $ 149,640.00 - 184,400.00. Actual compensation within the range will be dependent upon the individual's skills, experience, education, qualifications, and applicable employment laws. Equal Opportunity Employer

Job Description [Position] Sales Manager (HVAC Products, Online B2C, Korean Bilingual) [About Our Client] Top selling manufacturer of gas tankless water heaters and wall-hung boilers in North America. [Job Summary] We are currently looking for a Sales Manager for our premium heating and cooling product, The ideal candidate for this position is familiar with B2C products. This person must have strong negotiation, and relationship management skills. They must also be able to work well in a team environment. Essential attributes include excellent communication and interpersonal skills and an ability to multitask and remain focused in high-pressure situations. This person dives into the details while always keeping the big picture in mind. The Sales Manager must be able to achieve maximum sales growth and account penetration within an assigned territory and/or market segment by effectively selling/marketing the company’s products and/or related services by personally contacting and securing new business accounts and customers. [Job Description] Responsibilities: • Promotes/sells/secures orders from prospective customers through a relationship-based approach and/or new relationship building, • Demonstrates products to potential customers and assists them in selecting those best suited to their needs, • Supports the after-sales services with technical support team of the company, • On and Off marketing strategy and planning, • Must have the ability to plan for B2C business, • Establishes, develops and maintains business relationships with prospective customers in the assigned territory/market segment to generate new business for the organization’s products/services, • Makes telephone calls and in-person visits and presentations to prospective customers, • Researches sources for developing prospective customers and for information to determine their potential, • Develops clear and effective written proposals/quotations for prospective customers, • Expedites the resolution of customer problems and complaints, • Coordinates sales/marketing effort with, sales management, accounting, logistics and technical service groups, • Identifies advantages and compares organization’s products with those of competitors, • Plan out yearly budget for on and off marketing and events, • Plans and organizes personal sales strategy by maximizing the Return on Time Investment for the territory/segment, • Supplies management with oral and written reports on customer needs, problems, interests, competitive activities, and potential for new products and services, • Participates in trade shows and conventions, • Make a plan for B2C business Requirements [Qualifications] • Bi-lingual in Korean and English, • Online marketing (Amazon, Shopify, etc) and/or online sales experiences for B2C products and business, • High Computer use competency with presentation skills, • Strong communication, negotiation and interpersonal skills, • Self-motivated and driven, • Ability and willingness to travel as necessary Preferred: • Experience working with HQ offices a plus, • Strategic Planning and multi-team collaboration experience a plus, • BS degree or equivalent experience, • This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities, activities may change or be assigned at any time with or without notice. Benefits Pay Scale: $110k - $120K (DOE) annually + eligible for an annual bonus Benefits: • PPO Medical, Dental, Ortho, Vision, Rx, LTD and Life Insurance, • Employee-only premium covered at 100%, • Voluntary Benefits: STD, Hospital, Critical Illness, Accident, Discounted Pet Insurance, • Pre-Tax Flex Spending Accounts: Health and/or Dependent Care, • 11.5 Paid Holidays per calendar year, • Paid Community Involvement Volunteer Day, • 401K Plan, 100% match on employee’s contribution, up to 5%, • Employee discounts on Navien products, • Discounted Tickets-hotels, amusement parks, sports events, • On-site EF Charges, • Life Style Spending Account: You choose-- gas, pet care, financial advisor, gym membership, • Monday Lunches

Job DescriptionBPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation. The Tax Manager/Director in our Flow-Through practice plays a key leadership role in delivering tax compliance and planning services for partnerships, LLCs, and S corporations. This individual manages and executes complex client engagements, providing strategic guidance that supports both tax efficiency and overall business objectives. In this role, you’ll work closely with clients and cross-functional teams to develop tailored tax solutions, ensuring high-quality service delivery across a diverse portfolio. You’ll also oversee engagement workflows, review technical work, and serve as a trusted advisor to clients on flow-through tax matters. As a leader within the team, the Tax Manager/Director mentors and develops junior staff, fostering technical growth and promoting best practices. This position is ideal for a tax professional who thrives in a fast-paced environment, values client interaction, and is committed to deepening their expertise in partnership and S corporation taxation. Industries: Looking for client experience in Real Estate, Manufacturing, Consumer Business & Professional Services. Note: Preferred candidates will be based in Southern California or the Bay Area. Those within 45 minutes of a BPM office will be expected to follow a hybrid schedule. We have: • A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals., • The resources, expertise, and global capability of a Big Four accounting firm together with the responsiveness and accessibility of a local firm., • A strong regional presence in the Bay Area, while still serving our clients nationally and internationally., • Recognition as one of the Bay Area’s “Best Place to Work” and “No. 1 Best Large Accounting Firm to Work For” by Accounting Today.Requirements:, • Bachelor’s degree in accounting, finance, engineering, technology, or related field., • Licensed CPA OR EA certified, • Working knowledge of tax compliance and consulting with a variety of clients in varying industries., • Minimum of 4 years of experience working in a professional services organization with a taxation focus., • Prefer experience from Big 4 or other large international accounting or consulting firm., • The ability to oversee complex tax research projects for a variety of clients and diverse industries., • Able to manage multiple complex projects and deliver in a timely manner., • Ability or interest in generating and building business, ability to delegate work and manage staff., • Strong analytical ability and problem-solving skills., • Excellent communication and presentation skills., • Experience mentoring and training more junior level team members.Responsibilities:, • Maintain and develop client relationships as primary client contact on all tax compliance and consulting matters., • Provide tax compliance and consulting to a diverse base of flow-through clients in the Real-Estate, Crypto Currency, Venture Capital, Private Equity and/or Wine Industry., • Work with clients to minimize their federal, state, and local tax liability., • Deliver and Develop innovative financial planning ideas that meet or exceed client expectations., • Oversee complex tax research projects for a variety of clients and diverse industries., • Develop recommendations and implementation plans for clients and team members., • Develop and motivate tax seniors and associates by reviewing their work and providing them with counseling, leadership and career guidance. What you get:, • Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility., • Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections., • Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself., • Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University. Who is successful at BPM:, • Caring people who put others first, • Self-starters who embody the BPM entrepreneurial spirit, • Authentic individuals with a diverse point of view, • Lifelong learners with a drive to excel

Job Description About Us: Hughes Marino is a global corporate real estate advisory firm that has represented companies on tens of thousands of projects, helping them develop and execute on winning corporate real estate strategies. We specialize in representing occupiers of real estate in lease negotiations and structuring, owner user acquisitions, construction and project management, portfolio management, lease auditing, lease administration, capital markets, and facility management. We are proud to be one of the most award-winning companies in the country, having been named the #1 Best Place to Work in the Nation by Fortune magazine, #2 Top Company Culture in the Nation by Entrepreneur, and the #1 Best Place to Work by local business journals in many of our office locations. For more information on Hughes Marino's dynamic culture, please visit our Hughes Marino blog, Instagram, Facebook, and Twitter. The Role: We are searching for an extremely talented corporate real estate broker to be a valued member of our Orange County office. In this position, you will be a part of a world class team of seasoned industry experts that will help take your career to the next level. Our goal for all brokers is to master every aspect of being a high-performance corporate real estate advisor, including procuring their own clients and leading the advisory and execution portions of specific transactions, as well as managing relationships with portfolio clients who we represent on a national or global basis. Hughes Marino has an incredible training program for brokers of all levels, typically resulting in experienced advisors realizing a three times increase in their revenue within a few years of joining our team, with immediate results within the first 12 months, and newer brokers being able to achieve much earlier success in their careers. We provide all of our brokers with unprecedented levels of operations and subject matter area expert support from internal teams consisting of attorneys, financial analysts, construction experts, furniture consultants, and many other niche areas of specialization. Brokers receive their own private office within a beautiful office environment. Desired Skills and Expertise: • A California Department of Real Estate broker's or salesperson's license required to be in process or already obtained., • Commercial real estate experience is strongly preferred., • Bachelor's degree required., • We are looking for candidates with excellent interpersonal skills as well as extremely high levels of work ethic, determination, and motivation., • Candidates must have a warm personality and the ability to work well in a team environment. We respect your privacy and will always keep your identity 100% confidential. Job Posted by ApplicantPro

Job DescriptionCompassX is a boutique business and technology consulting firm. We help Fortune 500 and high-growth clients deliver their most strategic initiatives, from enterprise transformations to digital and data-driven projects. With over 15 years of proven results, we’ve expanded across industries including financial services, pharmaceuticals, aerospace, consumer products, and quick service restaurants. We are honored to be recognized as a three-time winner of Consulting Magazine’s Best Boutique Firms to Work For, and previously recognized as a “Best Place to Work” in Southern California and one of INC.’s 5000 fastest-growing private companies in the U.S. The Role: Our Business Transformation team works with clients in the Capital Markets and Financial Services industries to solve their most challenging strategic problems. This could mean leading a business process redesign for a trading desk, implementing new regulatory compliance solutions, or helping a global investment manager modernize client reporting. This role is ideal for someone with a curious mindset who thrives on solving complex problems, aligning stakeholders, and driving organizational adoption of new processes and technologies. You’ll act as a trusted advisor to senior leaders while rolling up your sleeves to deliver solutions that stick.What You'll Do • Conduct business process analysis and design future-state processes for Capital Markets operations, trading, and investment management functions., • Lead workshops with stakeholders across trading, operations, compliance, and portfolio management to align requirements and translate them into actionable solutions., • Drive process optimization and operating model redesign to improve efficiency, effectiveness, and regulatory compliance., • Guide clients from ideation through implementation of new systems, reporting tools, or operational workflows, with a focus on user adoption and sustainable change., • Partner with technology teams to ensure business needs are reflected in system design and implementation., • Support change management efforts, including training, communications, and adoption strategies, for complex financial products and processes.What You'll Bring, • 6+ years of consulting or industry experience in business transformation, solution design, or process optimization., • Strong background in business process design, change management, and transformation initiatives., • Proven ability to manage stakeholders and communicate effectively with cross-functional teams and senior leaders., • Experience working with or alongside technology teams, with comfort in bridging business and technical needs., • Familiarity with data-driven decision-making and how data informs process design., • Knowledge of financial products (derivatives, equities, fixed income, FX, commodities, etc.) and or relevant industries such as investment banking, custody, fund administration, or asset management., • A track record of delivering complex projects where organizational adoption was critical to success.Benefits, • Competitive salary with performance-based bonus, • PTO, holidays, and sabbatical program, • Health, dental, vision, and life insurance, • Retirement plan with company match from day one, • Learning and professional development support

Job Description Call Center Representative Opportunity at Orange County's Federal Credit Union In-office work schedule for the first 30 days. Hybrid work schedule maybe considered after thirty days of successful performance. Must be available to work shifts ranging between 7:45am – 7:15pm, Monday – Friday, and two Saturdays per month 8:30am – 2:30pm. At Orange County’s Federal Credit Union, we don’t just offer banking services, we create meaningful relationships that empower our members and enrich our community. With over 85 years of trust, $3 billion in assets, and 145,000+ members, we’ve built a reputation for excellence—and we’re just getting started. Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register’s 2025 and 2024 Best Credit Union list, and the voices of our employees have earned us the Peter Barron Stark Award for Workplace Satisfaction. When you join us, you’re not just taking the next step in your career; you’re joining a team that loves where they work. The successful Call Center Representative has an exuberant demeanor and provides members with general information regarding their accounts, credit union policies, and services through extraordinary Member experiences. By comprehending Member preferences and providing 'trusted advisor' service, you'll match products and services that meet members' financial needs, while building and deepening relationships. ESSENTIAL FUNCTIONS: • Relates favorably with members and colleagues in all encounters, conveying information and communicating with mutual respect, resulting in new account relationships and referrals. Cross-sells additional products and services that meet the member's needs and resolve escalated member issues., • Assists in areas of Credit Cards, fiduciary accounts such as trust accounts, and more intricate products and services., • Meets/exceeds your goals, including enhanced Member Survey Scores, Productivity, and Quality Assurance Scores on randomly selected and monitored calls. Assists and contributes to achieving individual, branch, and credit union goals and the organization's strategic plan., • At least one (1) year of experience in a call center and banking environment, which includes knowledge of sales and service preferred., • Possess the aptitude to exercise self-awareness, self-regulation, motivation, inspiration, empathy, and be service-oriented, utilizing influence in a positive manner, • Must be effective in written and oral communication, including the ability to speak and hear to give and receive instructions and information to others in person and over the telephone, • Computer knowledge and experience normally expected in professional environments, including Microsoft programs, Outlook scheduling, and the knowledge of how to navigate effectively on the internet, • Call Center Rep. I: $19.00 - $20.00 (Call Center experience a plus), • Call Center Rep. II: $20.50 - $21.00 (Call Center and Banking experience a plus) Generous benefits include: • Anthem & Delta Care USA Dental – From day one of employment!, • Life insurance at no cost to associates., • 401(k) – OCCU contributes up to 6% of gross earnings (dollar for dollar)., • Vacation hours – 13 days per year, rolls over year-to-year and increases with tenure., • Sick hours – 7 days per year, • Paid Holidays, • Annual performance merit increases, • Professional and personal development programs, including educational grants up to $1k per year and step progression opportunities., • Annual discretionary bonus

Job Description Work Location: At Profit Recovery Partners (PRP), we believe that collaboration and innovation thrive when we're together. This position is fully onsite at our Santa Ana office, allowing for real-time teamwork, immediate problem-solving, and a strong sense of community among our team members. Who You Are: As an Associate Director at PRP, you are a solution minded individual who embraces challenging problems and appreciates doing so in a team environment. The ideal candidate will leverage critical thinking skills to influence, negotiate, implement and manage cost reduction solutions for our clients. As an Associate Director, you will provide leadership and guidance for your team as well as evaluate client situations and partner with the expense area experts to analyze and negotiate pricing for PRP clients. The Director is responsible to successful execution of Practice Group strategy, meeting of financial goals (P&L Management), and team development. What You'll Do: • Responsible for meeting or exceeding department and personal performance to key performance indicator goals, • Sell new projects and renewal contracts to existing clients with a high level of urgency, • Building meaningful relationships with C Suite executives, • Identify and deliver new value to existing clients, • Maximize client savings achieved and value to retain targeted accounts after initial engagement, • Maintain C-level engagement by meeting regularly to confirm savings achieved, obtain approval to implement additional savings and build trusted relationships, • Identify, track, manage (define root cause and effective counter measures), and quickly resolve project issues, • Establish, maintain, and track performance through dashboards that reflect contributions from all team players, • Leadership responsibility of 2-4 direct reports, • Evaluate and mentor staff, fostering personal as well as professional growth resulting in team retention, direct reports being promoted and taking on more responsibility, • Establish productive working collaborative relationships with partners in other operational groups within the company, • Quickly garner internal resources from all departments to collaborate with and find a way to keep projects moving forward when faced with adversity, • Identify and lead company and department improvement initiatives through to implementation, • Collaborate with internal subject matter experts to gain knowledge, ensure inter-departmental cooperation, and adopt best practices to execute client initiatives, • Partner with clients to ensure compliance to service agreement, • Other duties as assigned What You Need: • Bachelor's Degree required with a minimum of 8-11 years of expense management, vendor management, consulting or other related experience, • 4+ years of management/supervisory experience, • Excellent written, verbal, and visual communication skills, • Excellent quantitative and qualitative skills; Advanced Microsoft Office and Excel skills, • Ability to lead others to complete complex projects on time, • Experience in building relationships and alignment amongst team members and clients with demonstrated leadership skills, • Proven ability to deliver results Who We Are: Profit Recovery Partners is a management consulting firm specializing in enterprise cost optimization and spend reduction. We partner with FORTUNE 1000 corporations, leading law firms, private equity firms, and private enterprises across North America to design, implement, and sustain transformative cost-reduction strategies. Leveraging deep category expertise, proprietary analytics, and supplier-negotiation intelligence, PRP delivers measurable financial impact and operational efficiency. Our client engagements have generated more than $11 billion in verified savings, reinforcing PRP's reputation as a trusted advisor to executives seeking lasting performance improvement and sustainable cost reduction results. Why Join Us: At PRP, we offer more than just a job — we provide a dynamic, supportive environment where you can thrive personally and professionally. Here's what you can expect when you join our team: • Comprehensive Benefits:, • Full medical, dental, and vision coverage, • Optional pet insurance, • Access to a gym membership discount (offered through our healthcare provider and available for select fitness centers), • $200/month waived medical benefit for employees who opt out of our health plans, • Cell phone stipend for applicable roles, • Financial Wellness: 401(k) plan with company match, • Time Off to Recharge: Generous paid holidays, vacation, sick leave, bereavement, and jury duty leave, • Strong Foundation: Over 28 years of consistent growth and success, • Fun & Connection: Annual summer retreat, holiday parties, happy hours, and themed celebrations throughout the year, • Career Growth: A collaborative, high-performing team with frequent recognition and opportunities for internal promotion, • Our Culture: Fast-paced, team-driven, and fueled by a shared commitment to excellence, • Corporate Social Responsibility, • Youth Rising Group, • Women's Empowerment Group Equal Opportunity Employer

Job Description Work Location: At Profit Recovery Partners (PRP), we believe that collaboration and innovation thrive when we're together. This position is fully onsite at our Santa Ana office, allowing for real-time teamwork, immediate problem-solving, and a strong sense of community among our team members. Who You Are: An Associate Director, Solutions Management is responsible for aspects of client account management; including maximizing client savings by upselling additional services into scope, identifying new and creative ways for PRP clients to save additional dollars, and client retention. You will manage a team of 1-2 direct reports in driving engagements and performance. Alongside the Director, you will manage the execution of savings confirmations and enhancements for all expense areas in your team's book of business. The ideal candidate will utilize exceptional relationship building skills and business savvy and collaborate across departments, with clients' C-level leadership, and key stakeholders which is accomplished through the effective management of implemented client savings programs. What You Will Do: • Alongside Director, own assigned accounts; responsible for expanding scope into new expense areas., • Maximize client savings achieved and value to retain targeted accounts after initial engagement, • Building trusting relationships to present opportunities for new projects and renewal contracts to existing clients with a high level of urgency via: Building meaningful relationships with C Suite executives; identify and continually deliver new value to existing clients, • Maintain C-level engagement by meeting regularly, in person or virtually, to confirm savings, • Exceed client expectations by understanding their needs and fulfill contractual obligations., • Responsible for meeting team revenue targets within projected timeframes including internal stakeholder management., • Identify, analyze, and interpret trends or patterns in complex data sets, identifying patterns and relationships across multiple industries to develop meaningful recommendations for clients., • Establish, maintain, and track performance through dashboards that reflect contributions from operating groups, • Problem solving and resolution of issues within client projects. Identify, track, manage, and resolve client and project roadblocks and issues., • Work cross-functionally with Practice Groups to ensure ongoing savings analysis calculations amid vendor negotiations are handled., • Manage and develop team of 1-2 direct reports, • Responsible for meeting or exceeding department and personal performance to key performance indicator goals, • Other duties as assigned. What You Need: • Bachelor's degree required, • 8+ years of relevant experience in consulting or a related field, • 4+ years of management/supervisory experience, • Excellent verbal and written communication skills, • Experienced in Microsoft office suite, • Sales ability with a track record of working with C-level clients, • Attention to detail with strong quantitative and analytical skills, • Ability to lead others to complete complex projects on time, • Very high degree of urgency, • Proven ability to handle objections to finalize audit categories with client Who We Are: Profit Recovery Partners is a management consulting firm specializing in enterprise cost optimization and spend reduction. We partner with FORTUNE 1000 corporations, leading law firms, private equity firms, and private enterprises across North America to design, implement, and sustain transformative cost-reduction strategies. Leveraging deep category expertise, proprietary analytics, and supplier-negotiation intelligence, PRP delivers measurable financial impact and operational efficiency. Our client engagements have generated more than $11 billion in verified savings, reinforcing PRP's reputation as a trusted advisor to executives seeking lasting performance improvement and sustainable cost reduction results. Why Join Us: At PRP, we offer more than just a job — we provide a dynamic, supportive environment where you can thrive personally and professionally. Here's what you can expect when you join our team: • Comprehensive Benefits:, • Full medical, dental, and vision coverage, • Optional pet insurance, • Access to a gym membership discount (offered through our healthcare provider and available for select fitness centers), • $200/month waived medical benefit for employees who opt out of our health plans, • Cell phone stipend for applicable roles, • Financial Wellness: 401(k) plan with company match, • Time Off to Recharge: Generous paid holidays, vacation, sick leave, bereavement, and jury duty leave, • Strong Foundation: Over 28 years of consistent growth and success, • Fun & Connection: Annual summer retreat, holiday parties, happy hours, and themed celebrations throughout the year, • Career Growth: A collaborative, high-performing team with frequent recognition and opportunities for internal promotion, • Our Culture: Fast-paced, team-driven, and fueled by a shared commitment to excellence, • Corporate Social Responsibility, • Youth Rising Group, • Women's Empowerment Group The salary range for this position is: $103,300 -$165,000. Actual compensation within the range will be dependent upon the individual's skills, experience, education, qualifications, and applicable employment laws. Equal Opportunity Employer

Job Description Aspiriant is recruiting a Senior Associate for our Planning Strategy & Research (PS&R) group. PS&R serves as the central hub for Aspiriant’s wealth planning innovation and client experience. This is a nationwide search, with the opportunity to be located in our San Diego office or our other office locations (Los Angeles, San Francisco, Mountain View, Irvine, Austin, Minneapolis, Milwaukee, Cincinnati, or New York). The Senior Associate will report to the Chief Client Officer. The Senior Associate role is a distinctive opportunity for someone who loves wealth planning and wants to apply that expertise in a broad, scalable way. Rather than working directly with clients, the Senior Associate will help design and evolve our wealth planning platform, developing tools and insights that advisors rely on every day to ensure we deliver a consistent, high-quality, intimate client experience. This is a non-client-facing role without any direct business development duties by design. It is well suited for an individual with prior client-facing experience who seeks to extend that impact across the firm. The Senior Associate partners closely with the Practice (e.g., the firm’s client-facing professionals) and participates with Client Service Operations, Technology, Compliance and other departments to solve complex challenges, improve how the firm operates and bring new ideas into practice. PS&R’s mission is to help advisors foster intimate and durable client relationships that enable clients to achieve their goals, experience peace of mind and live life well. The team builds and maintains the wealth planning platform that helping advisors with the tools, training and processes that make exceptional client service impression intuitive, coordinated and deeply personal. Here are some examples of PS&R initiatives to demonstrate the range of our work: • Prepare quarterly meeting materials that advisors in the Practice can adapt for client conversations, • Develop wealth planning conventions and guidance for consistent use across the Practice, • Design and refine the new client onboarding process, • Improve how the Practice supports clients through major life events, ensuring a thoughtful, caring, and well-coordinated experience in partnership with Client Service Operations, Compliance, and Finance, • Lead the annual client survey process, including related client communications and internal updates, • Coordinate with our Investment Strategy & Research and Client Service Operations Teams to support the Practice with centralized resources during times of crisis (i.e., severe wildfires and other natural events, tariff concerns, etc.), • Collaborative work environment where together we achieve more, • Environment supportive of learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance As part of PS&R, the Senior Associate plays a central role in equipping advisors across the firm to deliver exceptional, highly personalized client experiences. The role will assist with the following: Drive wealth planning innovation and insight • Help monitor emerging trends, strategies and regulatory developments in wealth management and translate them into actionable guidance for the Practice, • Design and refine the frameworks, templates and other materials that advisors use to guide client conversations, • Strengthen the firm’s planning wealth planning services by improving processes, enhancing usability and increasing consistency across the Practice, • Develop a deep consideration of advisor workflows, challenges and opportunities to identify areas for meaningful improvement, • Serve as a trusted internal partner, offering guidance, feedback and hands-on support to elevate planning quality across the firm, • Work closely with Compliance, Client Service Operations, Investment Strategy & Research, Technology and other departments to evolve our platform and processes, • Develop client-facing and internal content, including presentations, articles, and webinars, that make planning concepts accessible and actionable, • Partner with Marketing to ensure alignment with the firm’s brand and strategic priorities An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind and achieve their long-term goals. This role is not client facing. Instead, it plays a critical behind-the-scenes role by supporting advisors who work directly with clients. The right candidate will bring prior wealth management advisor experience along with a strong desire to focus their career on enabling others to deliver exceptional, highly personalized client service. We seek individuals who share Aspiriant’s values and vision and who thrive in a collaborative, intellectually rigorous and compassionate environment. A strategic partner once compared us to a “cocker spaniel,” and we embrace that comparison. Our client relationships are grounded in professionalism and strengthened by warmth, care, and authenticity. This role contributes to that experience by equipping advisors with the tools, insights and support they need to serve clients with distinction. The attributes and talents that lead to success in the role are: Knowledge: • Strong technical knowledge of wealth management and a passion for financial planning, including areas such as retirement, charitable giving, education funding, and insurance, • Excellent listening and relationship management skills, • Strong attention to detail and follow-through, • Effective project management, with the ability to prioritize across multiple responsibilities, • Clear and effective communication skills, both written and verbal, including presentations, • Ability to collaborate across functions and build strong working relationships, • Proactive and adaptable, with a willingness to take ownership of a wide range of responsibilities, • Capability to identify and improve processes to enhance client service and firm efficiency We consider a range of experience and educational backgrounds that demonstrate the ability to succeed in this role. Typical qualifications include: • Bachelor’s degree, preferably in business, finance, economics, tax, or financial planning, • CFP® designation required, • Three or more years of experience in a wealth management firm serving high net worth and ultra-high net worth clients, • Experience contributing to a wealth management committee within an RIA is strongly preferred, • Proficiency with financial planning tools such as eMoney, • Demonstrated experience across the full financial planning process, including discovery, data gathering, analysis, plan development, implementation, and monitoring, • Strong analytical capabilities and sound professional judgment Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job DescriptionAudit & Assurance Manager (Hybrid) Talley LLP Orange, California 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 entrepreneurially 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 TCGTalley 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. Position Summary The Assurance Manager will work closely with Audit & Assurance leadership to manage client engagements, lead fieldwork, and support team development. This role requires strong technical expertise, effective project management, and a client-focused mindset. The Assurance Manager serves as a key point of contact for clients and plays a critical role in delivering high-quality audit and assurance services while identifying opportunities to add value through cross-functional collaboration. Key Responsibilities Engagement Management • Manage audit and assurance engagements from planning through completion, • Coordinate timelines, budgets, and deliverables across multiple engagements, • Review staff workpapers and ensure accuracy, completeness, and compliance, • Communicate engagement status, risks, and key issues to senior leadership, • Ensure timely completion of deliverables and resolution of review notesTechnical Execution, • Plan and perform audit and assurance procedures, including risk assessment and testing, • Prepare and review financial statements and related disclosures, • Apply GAAP and relevant auditing standards to client engagements, • Research and resolve technical accounting and auditing issues, • Identify opportunities to improve audit quality and efficiency through technologyClient Service, • Build and maintain strong client relationships, • Serve as a primary point of contact for day-to-day client communications, • Understand client operations, systems, and industry trends, • Respond to client inquiries in a timely and professional manner, • Identify cross-selling opportunities across Tax, CAS, Consulting, and other service linesTeam Leadership & Development, • Supervise, mentor, and develop staff and seniors, • Delegate work effectively and provide ongoing feedback, • Support training initiatives and encourage professional development, • Foster a collaborative and high-performance team environmentProcess Improvement & Collaboration, • Contribute to process improvements and workflow efficiencies, • Utilize firm technology and tools (including AI where applicable) to enhance productivity, • Bachelor’s degree in Accounting or related field required, • Active CPA license required, • 5–8 years of public accounting experience in audit/assurance, • Prior experience supervising and reviewing staff work, • Strong knowledge of GAAP and auditing standards, • Excellent project management and organizational skills, • Strong analytical, problem-solving, and communication skills, • High level of professionalism and client service orientation, • Collaborative, entrepreneurial culture, • Exposure to a diverse and sophisticated client base, • Opportunity for growth and advancement, • Integration across tax, legal, and consulting services, • Commitment to innovation, including the use of emerging technologies Powered by JazzHR wGMQrFD4Z6

Job DescriptionDescriptionApplications will be reviewed on a rolling basis We are seeking a highly experienced, client-facing Senior Tax Strategist to drive our company’s strategic planning mission. The ideal candidate will have significant experience managing complex taxation matters, a proven ability to develop new tax-saving strategies, and strong leadership skills to supervise a team of tax professionals. The role serves as the lead advisor for high net worth clients, turning sophisticated tax law into proactive, wealth growing financial plans. The Senior Tax Strategist will lead a Tax Advisory pod, under the direction and supervision of the President. Minimum Qualifications • 5+ years of progressive experience in tax strategy, advisory, or public accounting, with a dedicated focus on business entity and high-net-worth individual taxation, • Bachelor’s degree in Finance, Accounting, Taxation, or a related field is required; Master’s is preferred, • Enrolled Agent license is required; a CPA is a plus, • Expert, demonstrable knowledge in multiple complex areas related to corporate and personal tax planning strategies, • Advanced proficiency with efficiency, workflow, communication, and tax planning and preparation software (G-Suite, Canopy, CS Planner, UltraTax, Slack, Zoom, etc.) Key Responsibilities • Act as the primary strategic relationship owner for a dedicated portfolio of high-net-worth clients, managing their overall expectations regarding tax strategy and execution, • Lead high-level client meetings to present complex strategic recommendations and tax projections in a clear, persuasive, and actionable manner, • Manage and prioritize daily client communications, providing clear, concise guidance in response to complex technical questions, • Proactively conceive, design, and implement advanced, proprietary tax strategies to significantly reduce clients’ overall tax liability, • Review complex tax returns to ensure strict adherence to planning strategies and regulatory compliance, • Supervise, train, and mentor a team of tax professionals, • Serve as a technical resource for the team, resolving advanced tax questions related to complex transactions, entity restructuring, and specialized planning strategies, • Collaborate with leadership to refine departmental best practices and streamline workflows, driving efficiency and technical excellence across the entire tax planning lifecycle, • Proactively monitor legislative changes and immediately assess the impact on client portfolios, collaborating to develop responsible strategies, • Identify opportunities for expanded advisory services within the existing client base Skills, Knowledge and Expertise • Proven ability to effectively supervise, mentor, and guide a team of tax professionals, manage workload distribution, and foster professional growth across the pod, • Demonstrated ability to approach complex client challenges holistically, • Absolute commitment to client satisfaction; proactively manages expectations, communicates clearly, and maintains a high level of responsiveness and service, • Exceptional ability to manage and prioritize the entire project lifecycle, leveraging technological tools to track complex deadlines and organize client documentation, • Meticulous commitment to accuracy and precision in all research, calculations, and document review, minimizing company risk and maximizing client benefits, • Demonstrated ability to work effectively and collaboratively with various stakeholders meet deadlines and exceed client expectations, • Superior written and verbal communication skills; ability to articulate complex technical concepts with confidence and clarity to clients and non-technical individuals, • Proven skill in executing complex calculations, building clear tax plans, and synthesizing tax law into actionable advice, • Maintains the highest ethical standards and a proven ability to handle sensitive client financial information with complete confidentiality Benefits • Remote work, • Medical, dental, vision, life, and voluntary life insurance, • 401(k) with company match, • Paid vacation and sick days, • Paid holidays, • Continuing education, • Teambuilding events

Job DescriptionSENIOR TAX ATTORNEY Individual Tax Planning and Advisory Talley Law Group | Orange, CA | Hybrid Full-Time | $180,000 to $200,000 Base + Bonus Eligible 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 Senior Tax Attorney to lead and grow our individual tax practice. This is a client-facing, advisory-driven role for an attorney who thrives on building relationships, solving complex individual tax challenges, and bringing in new clients within the high-net-worth space. Client advisory and practice growth are the primary focus, supported by meaningful tax research across individual and related matters. The ideal candidate combines deep technical skill with the energy and credibility to help build something. You will manage a client portfolio from day one, serve as a go-to resource for colleagues, and play an active role in expanding the practice. What You Will Do • Advise high-net-worth individuals and families on sophisticated income tax planning, compensation structuring, and wealth preservation strategies., • Serve as the lead attorney on individual client relationships, delivering proactive, year-round service., • Build your book of business by developing referral relationships, attending industry events, and engaging prospective clients., • Conduct substantive tax research to support your own client matters and colleagues across the firm., • Prepare technical memoranda and planning recommendations grounded in current statutory, regulatory, and administrative guidance., • Collaborate across practice areas on matters involving individual, partnership, and trust and estate issues., • Monitor federal and California tax legislative developments and communicate relevant changes to clients and colleagues., • Support tax controversy matters for individual clients, including audit responses and IRS notice resolution., • International individual tax experience is a plus but is not required., • Advise clients on income tax planning, investment structures, compensation arrangements, and entity strategies for high-net-worth individuals., • Serve as the lead attorney for assigned client relationships, ensuring proactive, value-added service throughout the year., • Identify planning opportunities through return review and ongoing client dialogue., • Collaborate with CPAs and other advisors to deliver coordinated, comprehensive client solutions., • Lead and participate in client meetings with confidence and technical authority.Client Growth and Relationship Development, • Identify and pursue new individual tax clients through networking, referrals, and community involvement., • Build and maintain relationships with CPAs, financial advisors, family offices, and other referral sources across Southern California., • Represent Talley Law Group at professional events, seminars, and industry functions., • Contribute to proposals and new client onboarding within the individual tax practice., • Set and track personal client growth goals as part of your Balanced Scorecard (BSC).Tax Research, • Conduct well-reasoned tax research on individual, partnership, and cross-border matters in support of client work and internal teams., • Prepare clear, authoritative technical memoranda summarizing research findings and planning recommendations., • Work with AI-assisted research platforms (e.g., Bloomberg, Checkpoint, Blue J), applying sound professional judgment to evaluate results., • Stay ahead of emerging issues and legislative changes affecting individual taxpayers.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 estate planning, business tax, and compliance 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. 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 conversations, manage assigned matters with growing independence, and identify your first relationship-building opportunities. First 6 Months: Complete onboarding, manage matters on budget, show early progress on client growth activities, and demonstrate active progress on your BSC. First Year: Own your client relationships, contribute to new client opportunities, and establish yourself as a trusted resource both internally and in the market. Implement your first-year BSC and build out your second-year plan. What We Are Looking For • 5 to 7 years of experience in individual tax planning at a law firm, CPA firm, or integrated advisory practice., • Strong command of high-net-worth individual income tax planning, including compensation, investment, and entity considerations., • Solid tax research skills and the ability to produce clear, well-reasoned written analysis., • Comfort with AI-assisted legal and tax research tools., • A track record of, or genuine interest in, developing client relationships and growing a practice., • An entrepreneurial mindset and the drive to build, not just maintain., • Outstanding written and verbal communication skills, including the ability to explain complex tax issues to non-attorney clients., • JD required; LLM in Taxation preferred. Active California Bar membership required., • International individual tax experience is a plus but is not required. Powered by JazzHR mSKXZPfk6h

Job Description REAL ESTATE ATTORNEY Costa Mesa, CA Boardwalk Investments Group, LLC ("Boardwalk") is a privately held commercial real estate investment company. Headquartered in Costa Mesa, California. The Firm currently manages a commercial real estate portfolio comprised of retail, mixed-use, office and multifamily assets located primarily in Orange County, California and is led by a seasoned management team with over 50 years of commercial real estate experience. Since 2012, Boardwalk's investment strategy is to actively acquire, stabilize, and manage commercial real estate located in core, coastal markets in California. The Real Estate Attorney serves as the organization’s primary legal advisor on all real estate–related matters, providing strategic and practical counsel across acquisitions, dispositions, leasing, development, and property operations. This role is responsible for managing legal risk, ensuring compliance with applicable real estate laws and regulations, and supporting transactional and operational initiatives. The Real Estate Attorney partners closely with executive leadership, finance, development, and operations teams to deliver timely legal guidance, efficiently manage real estate legal matters, and support the organization’s overall business and investment objectives. ESSENTIAL DUTIES & RESPONSIBILITIES • Provide legal guidance and support for all aspects of commercial property leasing transactions., • Review, draft, and negotiate commercial lease documents, including new leases, amendments, renewals, subleases, assignments, estoppels, SNDA agreements, and lease terminations., • Partner closely with leasing, asset management, and property management teams to support leasing strategies, negotiate business terms, and ensure alignment with company objectives., • Conduct legal due diligence on prospective tenants, including review of financial statements, credit reports, guaranties, and organizational documents., • Advise on lease interpretation, compliance, enforcement, and dispute resolution, including defaults, remedies, and landlord-tenant disputes., • Manage outside counsel related to leasing, litigation, and specialized real estate matters, as needed., • Develop, implement, and maintain standardized lease templates, policies, and procedures to improve efficiency and consistency across the portfolio., • Monitor and interpret changes in federal, state, and local laws affecting commercial real estate and leasing; proactively advise leadership on risk mitigation and compliance., • Provide legal support for general corporate matters, including contracts, risk management, compliance, insurance matters, and corporate governance., • Support executive leadership with strategic legal advice related to business operations and long-term planning. REQUIRED QUALIFICATIONS • Juris Doctor (JD) from an accredited law school., • Active license to practice law in the applicable jurisdiction(s)., • 8+ years of legal experience with a strong emphasis on commercial real estate leasing., • Proven expertise in drafting, reviewing, and negotiating complex commercial lease agreements., • In-depth knowledge of landlord-tenant law, real estate regulations, and leasing industry best practices., • Experience advising real estate owners, operators, developers, or asset management teams., • Strong negotiation, analytical, and issue-spotting skills with sound business judgment., • Ability to translate complex legal concepts into clear, practical guidance for non-legal stakeholders. Boardwalk offers an attractive compensation and benefits package and the opportunity to be part of a dynamic team. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Boardwalk is an equal opportunity employer (Minorities/Females/Disabled/Veterans)

Job DescriptionCompany Description Hitachi Solutions is a global Microsoft solutions integrator passionate about developing and delivering industry-focused solutions that support our clients to deliver on their business transformation goals. Our industry focus, expertise, and intellectual property is what truly sets us apart. We have earned, and continue to maintain, a strategic relationship with Microsoft. Recognized for our achievements - teaming with our clients to deliver innovative digital solutions and services - is how we have achieved year after year recognition. As their trusted advisor, we support our clients to deliver on their strategic business initiatives as they unify, automate, and modernize their data and operations to increase efficiency, reduce costs, and enhance their customer’s experience. Our over 3,000 team members across 14 countries, and our 18 years of 100% focus on Microsoft technologies and business applications, is how we deliver excellence through expert services and industry-focused cloud solutions. A part of Hitachi, Ltd., our company has a long and rich history of innovation, financial strength, and international presence of one of the world’s largest companies. Since 1910, Hitachi, Ltd. has been a leader in manufacturing innovative products and solutions that support industry and social infrastructure around the globe supported by 303,000 employees in over 100 countries and across 864 companies. Job Description As a Senior Consultant - Business Strategy & AI Advisor, you will lead a cross-functional team in the delivery of Advisory offerings in Business Strategy and AI, Business Strategy, and Business Advisory Services. You will partner with clients to shape and execute strategies that leverage AI technologies and innovative approaches for measurable business outcomes, ensuring responsible, scalable, and human-centric adoption as well as overall business readiness and enablement. This role sits at the intersection of business strategy and implementation value, innovation, and organizational preparedness for transformation—leading clients and internal teams through ambiguity into clarity and value. You will provide strategic leadership to ensure that decision-making aligns to long term objectives for realized value as the trusted advisor for our clients. Key Responsibilities Strategic Leadership • Advise clients on business strategy, including leadership alignment, policies and procedures, governance, Centers of Excellence, process evaluation, and organizational design/development., • Contribute to the continued development of the AI Advisory vision and roadmap, aligning offerings and methods with Advisory leadership., • Serve as a trusted advisor to client executives, guiding organizations from AI readiness assessment through enterprise-scale adoption., • Deliver and support continued development of Business Advisory offerings and cross-discipline offerings within the Advisory subdomain., • Contribute to the continued development of repeatable AI Advisory offerings (AI Starter, AI Value Accelerator, Copilot Readiness, Governance frameworks, etc.)., • Create frameworks, accelerators, and playbooks that integrate AI maturity models (Microsoft, NIST, Google, Ng) and Responsible AI practices., • Facilitate engaging conversations, workshops, and interviews for meaningful discovery that lead to insights, business intelligence, and recommendations., • Lead C-suite workshops, envisioning sessions, and transformation roadmaps, translating AI into measurable business value., • Partner with cross-functional teams (UX, data, technical, change management) to deliver holistic, human-centered solutions., • Mentor Advisory consultants in AI fluency, client strategy, and facilitation skills., • Support hiring, onboarding, and upskilling the Advisory team to strengthen our AI bench., • Actively contribute to internal AI Center of Excellence (COE) and cross-practice enablement. Qualifications • Business Strategy & Advisory: Proven experience in business strategy, value realization, and technology-enabled transformation., • AI & Data Expertise: Understanding of AI governance, generative AI, Copilot/LLM ecosystems, data maturity, and RAG architectures., • Technology Awareness: Familiarity with Microsoft platforms (Azure, M365 Copilot, D365, Power Platform, Fabric/Databricks)., • Workshop Facilitation: Skilled in strategic roadmapping, design thinking, and executive-level facilitation., • Change Leadership: Ability to drive adoption, manage risk, and embed responsible, ethical AI practices., • Bachelor’s degree required; MBA or advanced degree preferred., • Microsoft AI-900 (required); AI-102 (preferred)., • PROSCI or equivalent change management certification (preferred), • 6+ years of experience in business strategy, advisory, or consulting, with a focus on AI, analytics, or digital transformation. Clients are demanding clarity and confidence in their AI journeys. Hitachi has the technology stack and delivery capability—what’s needed is a dedicated leader within Advisory to align strategy, value, and adoption. In addition, as the business landscape changes, leaders feel less confident in their ability to lean on past knowledge to innovate their business. They are looking for wisdom and guidance to prepare their organizations for what is coming. They need strategic advisors who are ready to move beyond best practices to create innovative and customized recommendations for the road ahead. By appointing a Business & AI Advisory Lead, we establish a focal point for client trust, internal capability, and market differentiation, ensuring Advisory is positioned at the heart of AI-enabled transformation Additional Information Base Salary Pay Range*: $75,000-138,000 USD / $75,000 - 120,000 CAD *The current applicable Base Salary Pay Range for this role is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills relevant to the role, internal equity, alignment with market data, or other law. Other Compensation / Benefit Overview In addition to Base Salary, the successful candidate may be eligible to participate in the following plans / programs, upon satisfying all hiring requirements: • Bonus Plan, • Medical, Dental and Vision Coverage, • Life Insurance and Disability Programs, • Retirement Savings with Company Match, • Paid Time Off All your information will be kept confidential according to EEO guidelines #remote #LI-TG1 Beware of scams Our recruiting team may communicate with candidates via our @hitachisolutions.com domain email address and/or via our SmartRecruiters (Applicant Tracking System) domain email address regarding your application and interview requests. All offers will originate from our @hitachisolutions.com domain email address. If you receive an offer or information from someone purporting to be an employee of Hitachi Solutions from any other domain, it may not be legitimate. We are an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Beware of scams Our recruiting team may communicate with candidates via our @hitachisolutions.com domain email address and/or via our SmartRecruiters (Applicant Tracking System) domain email address regarding your application and interview requests. All offers will originate from our @hitachisolutions.com domain email address. If you receive an offer or information from someone purporting to be an employee of Hitachi Solutions from any other domain, it may not be legitimate.

Job DescriptionTitle: Billing and Accounts Receivable Associate Company: Talley LLP Location: Orange, CA (FT Onsite – Direct Hire) Address: 1100 Town and Country Rd Ste 1111, Orange, CA 92868 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 entrepreneurially driven businesses, their owners, and high-net-worth individuals manage their financial affairs and achieve their business objectives profitably and efficiently. Our professionals strive to become each client’s Most Trusted Advisor (MTA) by delivering global solutions to complex challenges and opportunities. Our services include: • Audit & Assurance services, including financial reporting, • Tax compliance, planning, and proactive advisory services, • 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 TCGTalley 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 culture built on accountability, results, and exceptional client service delivered by professional, motivated individuals. Summary Talley LLP is seeking a detail-oriented Billing & Accounts Receivable professional to strengthen our billing/receivables team and ensure accurate, timely invoicing in a professional-services environment. You will assist with the preparation invoices for consulting, advisory, and tax engagements, liaise with clients regarding billing matters, and support collections efforts. This is a full-time onsite position, Monday–Friday, 8:00 a.m.–5:00 p.m., with additional hours required during month-end billing close. What You Will Do Billing • Independently prepare, review, and issue invoices for professional-services engagements (consulting, tax, and advisory) using Practice CS after in-house training., • Verify billable hours, fixed-fee arrangements, and retainer schedules; resolve discrepancies before release and posting of invoices., • Collaborate with client-service teams and Partners to capture all billable items and ensure compliance with firm fee policies., • Assist with monthly invoice audits, reconciliations, and month-end revenue and work-in-progress (WIP) reporting., • Uphold Talley’s billing best practices and proactively identify process improvements.Collections, • Monitor accounts receivable and follow up on outstanding invoices via email and phone., • Negotiate payment plans when necessary and document collection activities., • Escalate complex issues to client-service managers or Partners., • Assist with monthly collections audits, reconciliations, and month-end reporting.Client Communication, • Serve as a courteous and professional point of contact for client billing inquiries., • Provide supporting documentation promptly and coordinate internally to resolve concerns.Data Management, • Proven experience generating both time & materials and fixed fee invoices for a professional-services firm (e.g., accounting, law, consulting, engineering, or marketing agency)., • Working knowledge of time entry and billing platforms and related reporting (will train on our specific program), • Reliability and initiative to meet tight deadlines, especially during month-end close., • Analytical mindset to identify trends and recommend improvements., • Exposure to AI tools and the ability to leverage AI in daily invoice and/or collections workflow., • Meticulous attention to detail and strong ethical standards when handling sensitive financial data., • Clear, concise written and verbal communication skills., • Full-time schedule: 40 hours per week, Monday–Friday, 8:00 a.m.–5:00 p.m., • Month-end billing close may require additional hours., • Key career accomplishments that make you excel at professional-services invoicing., • Past role most similar to this job and why., • Which aspect of this job interests you most., • Office applications and billing platforms you are most familiar with.Founded in 1989, Talley LLP is a premier consulting and financial-services firm advising high-net-worth individuals and their closely held entities with strategic business solutions that deliver meaningful results. Join us and contribute to our commitment to exceptional client service. Powered by JazzHR zmj31Ag8vL

Job Description About Us Are you ready to take the next step in one of the most personally and financially rewarding career paths as a Financial Advisor? Can you be motivated to pursue and build a career where you directly contribute to a clients’ financial future that transcends generations, business and communities? At GoldBook Financial, we redefine the financial services industry by combining cutting-edge technology, innovative strategies, and a commitment to advisor AND client success. What Sets Us Apart – the Cornerstones of Your Success • A diversified suite of investment and insurance products and services that drive entrepreneurial growth without proprietary restrictions., • Own your book of business – build something for yourself, not your company. Supported Independence in a Professional Partnership with your firm., • Comprehensive Support and Mentorship: We provide the tools, guidance, and resources to fast-track your career without the typical challenges of starting on your own., • Our Fast Start Marketing Program, helping new advisors drive regular activity and income as you build out your desired target market., • Joint work, collaborative culture: Work alongside experienced advisors who are committed to helping others grow, not just hit numbers., • World-Class Training: Access modern training programs that empower you to make informed decisions for yourself and your clients., • Career Development: Choose to build your financial planning practice or develop a team, with full experienced support., • In-House Marketing Resources: Gain access to branding tools and marketing strategies to grow your business and connect with clients., • Innovative technology for your digital practice. As a key contributor to the team, and to build your book of business, you will: • Build and nurture a robust network of clients seeking tailored financial planning services., • Expand your reach through effective strategies, including social media, networking events, referrals, and seminars., • Provide a wide range of financial services, including estate planning, wealth management, and insurance solutions., • Collaborate with our expert planning and wealth management teams to deliver superior results and financial outcomes for clients., • Achieve necessary licensing to provide comprehensive financial support to clients., • 4 year degree or equivalent professional experience - students please apply to the internship program not to this position., • Preferred but not required: a minimum of 3+ years of professional experience in Financial Services, Insurance, or a related field., • For career changers, prior successful sales experience a plus., • Confidence in addressing client objections and navigating challenging conversations., • An entrepreneurial mindset with a passion for business development., • Proven ability to cultivate relationships., • Interest in team building and mentoring others., • Backed by Industry Leaders: As a local firm affiliated with MassMutual and MML Investors, you benefit from the extensive support of a Fortune 100 company with over 170 years of experience and a top 7th independent broker dealer., • Advisor-First Approach: Enjoy unparalleled resources and support designed to help you thrive., • Financial Freedom: Unlock earning potential through commission and fee-based compensation, lucrative bonuses, recurring income and transition support for experienced advisors., • Flexibility and Independence: You own your practice; you own your time. This profession is all about results and you manage your schedule accordingly. If you’re an ambitious professional looking to build or elevate your career in financial services, GoldBook Financial is the place to achieve your goals. Join our dynamic team and be part of a firm dedicated to empowering both clients and advisors to succeed. Total Compensation: First year advisors’ to experienced advisors’ variable performance based compensation range: $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range). Benefits: • 401(k), • 401(k) matching - up to 10% company match, • Dental insurance, • Employee assistance program, • Flexible spending account, • Health insurance, • Health savings account, • Life insurance, • Professional development assistance, • Retirement plan, • Vision insurance #LI-GF1