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Job Description Organization Markham Norton Mosteller Wright & Company, P.A. (MNMW) was founded 45 years ago in Fort Myers, Florida by Gail Markham. They have always been committed to the communities and the clients they have served. Over the years, they added an office in Naples, Florida while always serving the entire southwest region of Florida. Our firm was built on and remains committed to providing businesses, organizations, and individuals value-based practical solutions for tax, accounting, business advisory services, and litigation support services. Everyone at MNMW appreciates our close relationship with our clients and works hard to earn their trust daily. We believe our team members are the best in the business and have continually provided them with ongoing professional education opportunities and the most advanced technology to allow them to perform at the highest level. We understand that our clients’ economic activities in this region make our communities such a wonderful place to visit, live and raise families. Position The Construction Tax Manager will manage the tax compliance and planning for construction and construction-related clients. This role is responsible for tax compliance, planning, and reporting, with a strong focus on construction specific tax issues, including long-term contract accounting methods, and book-to-tax conversions. The Construction Tax Manager must have a solid understanding of tax methods, project-based accounting, and the ability to bridge the gap between financial reporting and tax treatment. Duties & Responsibilities Tax Compliance: • Prepare and review federal and state tax returns for construction entities., • Ensure all tax filings are accurate and submitted in a timely manner., • Manage the preparation of amended tax returns, as necessary. Tax Planning and Advisory: • Apply appropriate tax methods for long-term contracts including percentage-of-completion, completed contract, and AMT concerns in accordance with IRS Section 460., • Perform book-to-tax conversions for key items such as revenue recognition, depreciation, contract costs, and accrued liabilities, to ensure proper alignment between financial statements and tax returns., • Reconcile tax reporting with general ledger and financial statement data, including preparation of tax adjustments and deferred tax entries. Client Management: • Develop and maintain strong relationships with clients, providing exceptional service, and addressing their tax- related needs and concerns as both a manager and an advisor., • Communicate complex tax concepts in a clear and understandable manner to clients and other stakeholders. Research and Analysis: • Stay current with changes in tax laws and regulations that impact the construction industry., • Conduct research on complex tax issues and provide recommendations for tax planning strategies., • Analyze financial data and prepare reports to support tax positions and planning strategies. Team Leadership: • Supervise and mentor tax staff, providing guidance and support in their professional development., • Review work prepared by staff for accuracy and completeness., • Collaborate with other departments and professionals, including attorneys and financial advisors, to provide comprehensive tax and advisory services to clients. Skills & Characteristics • Proven experience in working within a professional office environment., • Open and honest communication is essential to success., • Possess advanced oral, written & presentation skills to communicate effectively with leadership, partners and client managers along with the general public and business owners within the community., • Highly detail-orientated leadership mindset with the ability to see the big picture, not individual ones., • Ability to work effectively independently and as part of a team – always a “Row the Boat as a team” mentality., • Ability to maintain the highest levels of confidentiality and act with integrity and high character., • Excellent analytical and problem-solving skills plus process and organizational management skills., • Ability to handle multiple priorities and meet deadlines in a fast-paced environment., • Commitment to flexibility in constantly changing situations & needs positively., • Positive attitude & commitment to assisting the staff and the firm in achieving its vision, mission & goals and adhering to its core values. A willingness to do what it takes to be successful individually, as a practice, and as a firm. Qualifications • 5-10+ years of progressive tax experience with 3-5+ years of experience in construction tax., • In-depth understanding of IRS Section 460 and long-term contract methods., • Strong knowledge of book-to-tax reconciliation, including experience preparing Schedule M adjustments., • Bachelor’s degree in Accounting, Finance, or a degree in a similar related field. Master’s degree in Taxation or Business Administration is beneficial., • CPA certification required., • Strong knowledge of federal and state (especially Florida) tax laws and regulations related to construction., • Proficiency in tax preparation software from CCH Axcess, Thomsen-Reuters, or similar tax software., • Highly proficient in MS Office suite (Outlook, Word, Excel, PowerPoint, TEAMs, etc.). Schedule • Normal Office Hours: Monday thru Friday, 800A – 500P, • This position is a manager-level position within the tax practice and the weekly investment of hours will be 40- 50 hours depending on the needs of the firm during a particular week. During peak tax season, there may be a requirement for additional work hours., • Hybrid remote work opportunities available after 6 months., • This position may require some local travel, and travel to national or regional conferences may be required, but on a limited basis., • Position is based in either the Fort Myers, FL or Naples, FL office. Remote opportunities may be considered. #hc185839

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - Bouchard Financial Group! Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes could thrive with us: • Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients., • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career., • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives., • Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity., • Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.Our thriving offices are located at:, • 10070 Daniels Interstate Court #230 Fort Myers, FL 33913, • 4851 Tamiami Trail North Suite 302 | Naples, FL 34103Meet Our Team: Jesse Bouchard, Managing Director: • Time with NM: 20 years, • Prior to NM: Customer service and hospitality/restaurant industry, • Passionate About: Traveling, spending time with family, enjoying the beach, and dining out.Garrett Groshek, Financial Advisor:, • Time with NM: 5 years, • Prior to NM: Professional football player, • Passionate About: Sports and spending time with his wife and their son.Jesi Jarosz, Financial Advisor:, • Time with NM: 4 years, • Prior to NM: Flight attendant and health insurance, • Passionate About: Food, time with friends and family, faith, and travel.Gardel Espinal, Financial Advisor:, • Time with NM: 3 years, • Prior to NM: Model and auto show product specialist, • Passionate About: Working out, reading, spending time with family, basketball, and traveling.Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jesse Bouchard is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description JOB ID 22124 – Financial Advisor Location: These positions are onsite East Manatee Cape Coral, FL, 33990 Pay: $60,000 yearly Earning potential: Year 1 | $60,000 - $90,000 Year 3 | $107,000 - $135,000 Year 5 |$150,000 - $260,000 Year 10 | $300,000+ Type: Direct hire Career outlook: Benefits include 401k with match up to 8%, tuition reimbursement, FSA, parental leave, PTO wellness days, access to 4000+ gyms, room to grow into Senior level roles Summary: This role will be growing new business and seeking out new leads, in addition to managing a branch book of business based on membership and deposits in designated area. Job description: • Deliver Comprehensive Wealth Solutions: Provide personalized investment, insurance, and financial planning services to individual, family, and business clients, aligning with their unique financial goals., • Drive Business Development & Client Acquisition: Cultivate new member relationships and expand existing ones through proactive networking, referrals, and partnership with credit union branch teams., • Manage and Grow Book of Business: Maintain and grow a portfolio of advisory, brokerage, and insurance clients while ensuring high-quality service and holistic financial solutions., • Collaborate with Internal Partners: Work closely with branch managers, staff, and internal business units to coach, educate, and drive referrals that support overall member financial wellness., • Ensure Compliance & Stay Informed: Adhere to regulatory and broker-dealer compliance standards while maintaining up-to-date knowledge of financial markets, products, and planning strategies. What does success look like? • Proven Financial Planning Expertise: Demonstrated success in holistic, goals-based financial planning and investment management, incorporating retirement, tax, insurance, estate, education, and asset allocation strategies., • High-Performance Sales & Advisory Track Record: Demonstrated rolling two-year average of $350K annual gross dealer concessions (GDC) with 40% advisory; targeted annual production of $500K+, supported by strong consultative sales, closing, and relationship-building skills., • Strategic, Analytical, and Compliance-Focused: Adept at simplifying complex financial concepts, managing multiple priorities, and resolving challenges, with strong regulatory knowledge and commitment to confidentiality, accuracy, and professionalism. Nice to have: • Credit union, • CFP, ChFC, CRPC, etc., • Florida Health and Life with Variable Annuity insurance 2-15 Requirements: • Bachelor's degree in finance, business, economics, or related field, • Must have recent previous experience as a financial advisor, • Must have FINRA Series 7 and 66 --OR-- 63 and 65, • Florida Health and Life with Variable Annuity insurance 2-15 strongly preferred or to be shortly obtained, • Culture fit: Community impact-based organization - An organization whose mission, operations, and services are designed to create meaningful, measurable improvements in the communities it serves., • Light local travel between branches, • High school diploma or equivalent, • Broker Check at FINRA required, • Background check required – Level II fingerprinting, • Drug screening required

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development At Northwestern Mutual Bouchard Financial Group, we are dedicated to building long-lasting, genuine relationships within the community while helping clients create lasting financial security. Our mission is to partner with the community and provide peace of mind through education and exceptional financial guidance, supported by a vision to be the most successful, innovative, and admired organization in the financial services industry. Guided by our core values of integrity, grit, respect, and courage, Bouchard Financial Group is actively involved in supporting local charities and organizations such as Alexs Lemonade Stand Foundation for Childhood Cancer, Golisano Childrens Hospital of Southwest Florida, multiple local Chambers of Commerce, SWFL Business Network, SWFL Inc., Young Professionals of Naples, and Florida Gulf Coast University, as well as the SANCAP Chamber. Our thriving offices are located at: • 10070 Daniels Interstate Court #230 Fort Myers, FL 33913 A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Team: Jesse Bouchard, Managing Director: • Time with NM: 20 years, • Prior to NM: Customer service and hospitality/restaurant industry, • Passionate About: Traveling, spending time with family, enjoying the beach, and dining out.Garrett Groshek, Financial Advisor:, • Time with NM: 5 years, • Prior to NM: Professional football player, • Passionate About: Sports and spending time with his wife and their son.Jesi Jarosz, Financial Advisor:, • Time with NM: 4 years, • Prior to NM: Flight attendant and health insurance, • Passionate About: Food, time with friends and family, faith, and travel.Gardel Espinal, Financial Advisor:, • Time with NM: 3 years, • Prior to NM: Model and auto show product specialist, • Passionate About: Working out, reading, spending time with family, basketball, and traveling.About the Financial Representative Role: As a Financial Representative 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.Position Requirements:, • Strong communication and interpersonal skills., • Goal-oriented with a desire to succeed., • Life insurance license and FINRA certifications (or willingness to obtain).Position Perks:, • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jesse Bouchard is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Your ability to lead teams, drive results, and build strong relationships could make you an ideal fit for a rewarding career in financial services. We are seeking management professionals from diverse industries, including retail, restaurant, hospitality, operations, logistics, manufacturing, education, or healthcare who are ready to take their leadership skills to the next level. • Leverage Your Leadership Expertise: Your management experience has equipped you with communication, problem-solving, and team-building skills. In financial services, you could apply those same strengths to educate clients, develop strategies, and guide them toward long-term financial success., • Build Meaningful Relationships: Just as youve inspired and led teams in your previous roles, this career could allow you to build lifelong connections while helping clients navigate important financial decisions., • See the Impact of Your Work: In management, youve driven performance and helped others achieve their goals. In this role, you could see the tangible results of your efforts as clients and families gain lasting financial confidence and security., • Unlock Unlimited Growth Potential: Unlike traditional management roles, your growth here isnt capped. Your ambition and work ethic determine how far you go with opportunities for leadership, ownership, and unlimited earning potential.Our thriving offices are located at:, • 10070 Daniels Interstate Court #230 Fort Myers, FL 33913, • 4851 Tamiami Trail North Suite 302 | Naples, FL 34103Meet Our Team: Jesse Bouchard, Managing Director: • Time with NM: 20 years, • Prior to NM: Customer service and hospitality/restaurant industry, • Passionate About: Traveling, spending time with family, enjoying the beach, and dining out.Garrett Groshek, Financial Advisor:, • Time with NM: 5 years, • Prior to NM: Professional football player, • Passionate About: Sports and spending time with his wife and their son.Jesi Jarosz, Financial Advisor:, • Time with NM: 4 years, • Prior to NM: Flight attendant and health insurance, • Passionate About: Food, time with friends and family, faith, and travel.Gardel Espinal, Financial Advisor:, • Time with NM: 3 years, • Prior to NM: Model and auto show product specialist, • Passionate About: Working out, reading, spending time with family, basketball, and traveling.Position Responsibilities:, • Educate clients on financial planning and insurance options., • Provide excellent customer service and build lasting relationships., • Collaborate with a local supportive team.Position Requirements:, • Strong communication and interpersonal skills., • Goal-oriented with a desire to succeed. Position Perks: • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jesse Bouchard is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Leverage Your Healthcare Background for a Rewarding Career: • Build Direct Client Relationships: Professionals from healthcare, whether it's pharma, medical, or clinical roles, are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries., • Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether its helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives., • Unlimited Growth Potential: As healthcare professionals understand the complexities of lifes important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career., • A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.Our thriving offices are located at:, • 10070 Daniels Interstate Court #230 Fort Myers, FL 33913, • 4851 Tamiami Trail North Suite 302 | Naples, FL 34103Meet Our Team: Jesse Bouchard, Managing Director: • Time with NM: 20 years, • Prior to NM: Customer service and hospitality/restaurant industry, • Passionate About: Traveling, spending time with family, enjoying the beach, and dining out.Garrett Groshek, Financial Advisor:, • Time with NM: 5 years, • Prior to NM: Professional football player, • Passionate About: Sports and spending time with his wife and their son.Jesi Jarosz, Financial Advisor:, • Time with NM: 4 years, • Prior to NM: Flight attendant and health insurance, • Passionate About: Food, time with friends and family, faith, and travel.Gardel Espinal, Financial Advisor:, • Time with NM: 3 years, • Prior to NM: Model and auto show product specialist, • Passionate About: Working out, reading, spending time with family, basketball, and traveling.About Us: At Northwestern Mutual Bouchard Financial Group, we are dedicated to building long-lasting, genuine relationships within the community while helping clients create lasting financial security. Our mission is to partner with the community and provide peace of mind through education and exceptional financial guidance, supported by a vision to be the most successful, innovative, and admired organization in the financial services industry. Guided by our core values of integrity, grit, respect, and courage, Bouchard Financial Group is actively involved in supporting local charities and organizations such as Alexs Lemonade Stand Foundation for Childhood Cancer, Golisano Childrens Hospital of Southwest Florida, multiple local Chambers of Commerce, SWFL Business Network, SWFL Inc., Young Professionals of Naples, and Florida Gulf Coast University, as well as the SANCAP Chamber. Position Responsibilities: • Educate clients on financial planning and insurance options., • Provide excellent customer service and build lasting relationships., • Collaborate with a local supportive team.Position Requirements:, • Strong communication and interpersonal skills., • Goal-oriented with a desire to succeed. Position Perks: • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development Flexible work from home options available.

A company is looking for an Individual & Family Plans (IFP) Financial Operational Risk Management Senior Advisor. Key Responsibilities Develop and implement strategic recommendations to mitigate financial risk and support total medical cost management Analyze complex datasets to identify cost dri

A company is looking for a Head of Strategic Finance. Key Responsibilities Own financial planning, scenario modeling, and capital allocation frameworks Evaluate potential M&A, partnerships, and strategic investments Serve as a trusted advisor to the CFO and executive team, providing clarity and

A company is looking for an Enterprise Strategic Program Management Advisor. Key Responsibilities Oversee strategic programs and projects, ensuring adherence to program management standards Provide financial oversight and report on progress for aligned programs and projects Analyze business operations to identify areas for improvement and develop comprehensive program plans Required Qualifications Master's degree in business administration or related discipline plus 3 years of relevant experience, or a Bachelor's degree plus 5 years of experience Experience in program management or project management within a business environment Familiarity with Product Management, User Experience Design, and Process Design Experience with Agile/Scaled Agile Framework and supply chain industry Strong executive presence and experience working with leadership

A company is looking for an In-House General Counsel specializing in Fintech and Compliance. Key Responsibilities Serve as the lead legal advisor on compliance, regulatory affairs, and consumer lending matters Draft, review, and negotiate various contracts related to financial services operations Monitor legislation and industry trends affecting fintech and ensure organizational compliance Required Qualifications Juris Doctor (JD) degree from an accredited law school Active membership in the California Bar 5+ years of legal experience in fintech, consumer lending, or financial services Direct experience with CFPB, banking regulations, and financial compliance Proven ability to manage legal and regulatory risk in a high-growth environment

A company is looking for an Inside Sales Advisor - Merchant Services. Key Responsibilities Prospect and build relationships with new clients, converting leads into partnerships Sell various payment solutions and manage complex hardware and software needs Collaborate with bank units to identify cross-selling opportunities and maximize profitability Required Qualifications Bachelor's Degree At least 2 years of proven sales/inside sales experience in financial services 2-5 years of merchant services sales experience preferred Experience in a call center environment is a plus Ability to effectively utilize technology for managing workload and client relationships

Job Description Title: Manager, Tax (Construction Practice) Reports to: Tax Practice Leader, Construction Office Location: Ft. Myers or Naples, Florida Pay: $95,000-$125,000 per year + Bonuses Benefits: Health, Dental, Vision, Fully-paid Life, AD&D, Self-Managed PTO, Parental/Maternity/Paternity Leave, Clothing Gifts, 401K Match to 5%, Annual Performance Reviews, P.R.O.M.I.S.E. Bonus Program, Continuing Education Assistance Program, Industry Membership Dues Paid Schedule • Normal Office Hours: Monday thru Friday, 800A – 500P, • This position is a manager-level position within the tax practice and the weekly investment of hours will be 40- 50 hours depending on the needs of the firm during a particular week. During peak tax season, there may be a requirement for additional work hours., • Hybrid remote work opportunities may be available after 6 months., • This position may require some local travel, and travel to national or regional conferences may be required, but on a limited basis. Our client is a highly respected and long-established public accounting and advisory firm headquartered in Southwest Florida. They are multi-year winner of one of the Best Places to Work, by Accounting Today magazine, and Best Companies to Work for, by Florida Trend magazine, along with being recognized as one of the Top 500 CPA firms in the U.S. by Inside Public Accounting. With a strong commitment to client service and community impact, they offer a range of value-driven solutions in tax, accounting, litigation support, and business advisory services. The firm fosters a team-oriented, growth-focused environment where professionals are empowered with the latest tools and training to succeed at the highest levels of performance. They take pride in the strong, lasting relationships they build with clients and are equally dedicated to maintaining a collaborative and inclusive culture internally. Position The Construction Tax Manager will manage the tax compliance, planning, and review for construction and construction-related clients. This role is responsible for tax compliance, planning, reporting, and review, with a strong focus on construction specific tax issues, including long-term contract accounting methods and book-to-tax conversions. The Construction Tax Manager must have a solid understanding of tax methods, project-based accounting, and the ability to bridge the gap between financial reporting and tax treatment. The Construction Tax Manager will also be responsible for managing client relationships along with supervising team members working within the practice. Duties & Responsibilities Tax Compliance: • Prepare and review federal and state tax returns for construction entities., • Ensure all tax filings are accurate and submitted in a timely manner., • Apply appropriate tax methods for long-term contracts including percentage-of-completion, completed contract, and AMT concerns in accordance with IRS Section 460., • Perform book-to-tax conversions for key items such as revenue recognition, depreciation, contract costs, and accrued liabilities, to ensure proper alignment between financial statements and tax returns., • Develop and maintain strong relationships with clients, providing exceptional service, and addressing their tax-related needs and concerns as both a manager and an advisor., • Stay current with changes in tax laws and regulations that impact the construction industry., • Conduct research on complex tax issues and provide recommendations for tax planning strategies., • Supervise and mentor tax staff, providing guidance and support in their professional development., • Review work prepared by staff for accuracy and completeness., • Proven experience in working within a professional office environment., • Open and honest communication is essential to success., • Possess advanced oral, written & presentation skills to communicate effectively with leadership, partners and client managers along with the general public and business owners within the community., • Highly detail-orientated leadership mindset with the ability to see the big picture, not individual ones., • Ability to work effectively independently and as part of a team – always a “Row the Boat as a team” mentality., • Ability to maintain the highest levels of confidentiality and act with integrity and high character., • Excellent analytical and problem-solving skills plus process and organizational management skills., • Ability to handle multiple priorities and meet deadlines in a fast-paced environment., • Commitment to flexibility in constantly changing situations & needs positively., • 5-10+ years of progressive tax experience with 3-5+ years of experience in construction tax., • In-depth understanding of IRS Section 460 and long term contract methods., • Strong knowledge of book-to-tax reconciliation, including experience preparing Schedule M adjustments., • Bachelor’s degree in Accounting, Finance, or a degree in a similar related field. Master degree in Taxation or Business Administration is beneficial., • CPA certification required., • Strong knowledge of federal and state (especially Florida) tax laws and regulations related to construction., • Proficiency in tax preparation software from CCH Axcess, Thomsen-Reuters, or similar tax software., • Highly proficient in MS Office suite (Outlook, Word, Excel, PowerPoint, TEAMs, etc.). #hc194465

Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you! Essential Duties and Responsibilities + Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. + Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client accounts and researches client and security information using internal databases and other technologies. + For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion. + Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. + Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with marketing efforts including seminars and other client-facing events. + May enter orders at the direction of the Financial Advisor. + Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. + Performs other duties and responsibilities as assigned. Knowledge of + Company's working structure, policies, mission, and strategies. + General office practices, procedures, and methods. + Investment concepts, practices and procedures used in the securities industry. + Financial markets, products and industry regulations. Skill in + Client Relationship Management (CRM) software, or similar contact management software. + Excel, including developing spreadsheets as needed and for ongoing reporting. + Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) Ability to + Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. + Analyze and research account information. + Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. + Identify time sensitive items and assess competing priorities. + Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. + Handle stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze problems and establish solutions in a fast paced environment. + Use mathematics sufficient to process account and transaction information. + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. + Work both independently and as part of a cohesive team. + Provide a high level of customer service. Education/Previous Experience + High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

HBK is growing, now a Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine.Our hundreds of collaborating professionals have created and foster thousands of close, caring, supportive client relationships.Gro

Job DescriptionDescription: Account Executive - Business Technology Advisor (BTA) Shape the future of how businesses use technology. Entech is a rapidly growing Managed IT Services provider helping SMB and mid-market organizations thrive in complex, compliance-driven industries. As a Account Executive - Business Technology Advisor, you’ll be the trusted voice guiding executive decision-makers through the right technology strategies to protect, optimize, and grow their business. This is not transactional sales — it’s consultative, relationship-driven, and impact-oriented. You’ll work directly with CFOs, CTOs, and business owners to uncover challenges, translate business needs into clear technology solutions, and drive measurable results. What You’ll Do • Own new-logo MRR and revenue generation within your assigned territory., • Execute the full-cycle sales process — from prospecting through closing., • Engage with executive-level buyers in healthcare, financial, and professional services industries., • Conduct consultative discovery to understand business needs and align them with Entech’s Managed IT, Cybersecurity, Cloud, and Compliance solutions., • Deliver compelling presentations and technology demonstrations that clearly communicate business value., • Collaborate cross-functionally with Marketing, Engineering, and Service Delivery teams to develop tailored proposals and IT roadmaps., • Maintain a disciplined and transparent sales process through HubSpot and ConnectWise., • You consistently exceed revenue and pipeline goals through strategic territory planning and proactive outreach., • You’ve established credibility within your verticals and can confidently lead executive-level conversations., • 2+ years of direct sales experience, preferably in IT services, SaaS, or B2B technology., • Proven success in prospecting, consultative selling, and closing mid-market deals., • Strong communication, presentation, and negotiation skills — able to engage both technical and financial stakeholders., • A data-driven approach to territory management and pipeline development., • Technical aptitude to quickly understand Managed IT, cybersecurity, and cloud solutions., • High-Impact Sales Environment: Work directly with executive leadership — no corporate layers., • Career Growth: Clear path to Senior Advisor and strategic account roles as Entech doubles revenue in three years., • Modern Sales Stack: HubSpot, ZoomInfo, LinkedIn Sales Navigator, and more., • Culture of Speed and Accountability: We move fast, celebrate execution, and reward results. This position requires the passing of a level 2 background check as well as a pre-employment drug screening. A valid driver’s license is required for this position. Requirements:

Job DescriptionABOUT ECHO ECHO is a global Christian agricultural networking, training and resourcing organization. Our mission is to strengthen the capacity of a diverse global network to defeat hunger and improve lives through sustainable food and agroecosystem strategies. ECHO has a significant network of over 20,000 individuals and organizations built over 45 years working in more than 190 countries. These partners serve as the primary multiplier for ECHO-tested options, strategies, and research. SUMMARY: The Director of Finance provides strategic and organizational leadership over all finance and accounting functions across the entire global organization. This role performs the more complex and specialized accounting of financial activity and directs the overall accounting work of the organization. Additionally, this role establishes financial policy, ensures regulatory compliance, leads budgeting and audit processes, and serves as the primary financial advisor to the Executive Team and Board of Directors. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Consolidate and present organization-wide financial reports, analysis, interpretation, and recommendations to the Executive Team and Board of Directors, translating complex financial data into clear, actionable insights to support informed decision-making., • Lead the annual budgeting process and organization-wide consolidation, including financial forecasting and scenario modeling, for review by the Executive Team and Board of Directors., • Lead with a servant-leader heart and mindset by remaining willing and able to engage directly in day-to-day accounting operations as needed, including general ledger review, QuickBooks Online management, payroll oversight, and hands-on problem solving, particularly during peak periods, staffing transitions, audits, or system implementations., • Lead the annual audit and serve as the primary contact for external auditors. Oversee preparation and filing of Form 990 and other regulatory and compliance reports., • Lead finance system selection, implementation, and major upgrades, recommending and implementing cross-functional process improvements and organizational finance initiatives to improve organizational efficacy and efficiency., • Track and report financial information for Global operations and Regional Impact Centers, including multiple projects and grants, and support project management, budget development, and grant administration., • Establish and maintain the organization’s accounting policies, procedures, internal controls, and compliance framework, including fraud prevention, risk mitigation, and governance best practices., • Train, supervise, and develop finance staff, while fostering a culture of accountability, service, collaboration, and continuous improvement across the finance function., • Provide training and guidance to international finance staff, ensuring consistent financial practices, reporting standards, and internal controls across all locations., • Ensure compliance with GAAP and applicable local, state, and federal government requirements., • Manage the fixed asset database, ensuring compliance with capitalization and depreciation schedules., • Ensure maintenance of accurate accounting records related to (a) general ledger, (b) donation recording, (c) restricted funds, (d) investments, (e) tax reporting, (f) special projects, and (g) Regional Impact Center activity., • Serve as the control owner and final authority for bank and credit card accounts, including cash management, wire transfers, and banking relationships. Establish appropriate segregation of duties and financial risk mitigation practices., • Serve as the final authority for financial reporting, budgeting, compliance, and financial governance., • Oversee cash flow forecasting, liquidity planning, and financial risk assessment to support organizational sustainability, resilience, and strategic decision-making. QUALIFICATIONS & REQUIRED SKILLS: To perform this job successfully, an individual must satisfactorily perform each essential duty. The requirements listed below are representative of the knowledge, skills, and/or abilities required. • Must subscribe to the ECHO Statement of Faith or the Apostle’s Creed and possess character traits consistent with ECHO’s core values., • Advanced knowledge of Generally Accepted Accounting Principles (GAAP), accounting terminology, procedures, and requirements., • Strong cross-functional communication skills, with the ability to collaborate effectively with international finance teams, Advancement, Operations, and external advisors to drive alignment and system change., • Experience leading change management initiatives, including guiding staff through significant accounting systems and process transitions while maintaining continuity of operations., • Comfort operating in transitional accounting environments, with a track record of bringing structure, clarity, and discipline to complex or decentralized finance functions., • Ability to plan, supervise, and develop the work of others., • Ability to read, analyze, and interpret general business periodicals, professional documents, technical procedures, or governmental regulations., • Ability to prepare and interpret reports based on specific criteria provided., • Ability to effectively present information and respond to questions from managers, directors, the CEO, Board of Directors, and donors., • Ability to solve practical problems and deal with a variety of variables and deadlines., • Ability to make decisions in accordance with laws, ordinances, regulations, and established policies., • Proficiency in QuickBooks Online, Excel, and other finance systems; strong working knowledge of the MS Office suite., • English required, limited knowledge of Spanish, French, Thai, or Swahili desirable.REQUIRED EDUCATION AND EXPERIENCE:, • CPA preferred, or Bachelor’s degree in Accounting with sufficient experience to fulfill non-profit accounting requirements. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The work is primarily conducted in a professional office environment. Noise and activity levels are generally moderate but may increase during periods of high workload or deadlines. Must be able to work effectively under pressure. PHYSICAL REQUIREMENTS: • The physical demands described here represent those that must be met by an employee to successfully perform the essential functions of this job., • While performing the duties of this role, the employee is regularly required to stand, walk, use hands, talk, and hear. Fine motor skills, such as typing, using a computer mouse, and handling a telephone handset, are required., • The employee frequently reaches with hands and arms, and may also sit, stoop, kneel, and crouch. TRAVEL: Travel is primarily local during business hours; occasional domestic or international travel as needed. OTHER DUTIES: 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 notice. COMPENSATION AND BENEFITS: • Compensation based on experience, • Comprehensive health benefits, including medical, dental, vision, and life insurance, • Company-matched 401(k) plan In compliance with Title VII of the 1964 Civil Rights Act, and other applicable federal and state statutes, all recruiting, hiring, training, and promoting for all job classifications will be administered without regard to race, color, ancestry, age, sex, national origin, pregnancy or childbirth, disability, military veteran status, genetic information, or other applicable status protected by law, including state of employment protected classes. It is, therefore, our policy and intention to evaluate all employees and prospective employees strictly according to the requirements of the job. ECHO is a Christian religious-affiliated organization; and as such, is not subject to religious discrimination requirements. ECHO’s hiring practices and EEO discrimination practices are in full compliance with both federal and state law. Federal law creates an exception to the “religion” component of the employment discrimination laws for religious organizations and permits them to give employment practice preference to members of their own religious beliefs. Powered by JazzHR jeZ7RPNH9V

Job Description Ardurra’s innovative water and wastewater engineers collaborate closely with clients to plan, design, permit, and construct systems that address their needs comprehensively. This approach allows our clients to make smarter investments, resulting in lower life cycle costs and additional benefits. As a recognized leader in Florida and the Southeast's water industry, Ardurra's projects encompass treatment and infrastructure initiatives for municipal and institutional clients. Our work ranges from drinking water supply to water reuse and wastewater management. The Client Management team plays a vital role as a trusted advisor to long-time existing clients and new clients. This highly strategic position is ideal for someone who takes pride in exceptional client service, innovation, and collaboration. Primary Function The Client Service Manager will focus on new client business growth, project delivery leadership, building a talented team and mentoring the engineering staff. The position will collaborate with regional and national water/wastewater engineering expertise to share resources and leverage capabilities to expand Ardurra’s greater Fort Myers area business. The role will have the opportunity for leadership in one of, if not the fastest growing water engineering firms in the country. Primary Duties • Establish, nurture, and maintain strong relationships with both clients and staff, • Present solutions and outcomes to client and internal stakeholders, • Establish innovation and solutions through inquisitive-minded client engagement and listening skills, • Develop proposals as required in response to requests for proposals/qualifications and lead Ardurra in teaming opportunities, • Collaborate and develop relationships with external strategic partners, • Bachelor’s Degree in Civil, Environmental, Mechanical or Chemical Engineering from an ABET accredited college is required, • Minimum of 8 years’ progressive experience required designing and delivering projects in the (relevant) market sector, • Experience in managing production and treatment projects as well and/or experience performing design and construction management, • Advanced understanding of principles and state regulations is required, • Candidate must be self-motivated, able to lead or assist a project team to completion of multiple projects simultaneously, • Ability to effectively communicate both verbally and in writing Why Ardurra? While Ardurra offers competitive compensation and rich benefits programs, it is our culture that truly sets us apart from our peers. We nurture a family-like culture, striving to create a work environment that is enjoyable, challenging and rewarding but also fun. We are acutely focused on developing our staff, whether through our internal Ardurra Academy or through our industry-leading Leadership program. We have made a deliberate and focused commitment to nurture a people-centric culture where people are: valued as individuals; supported in their professional and career development with multiple, varied career paths; provided the tools and resources to be successful, engaged, and satisfied in their work; and positive benefits, time-off programs, and flexibility to help maintain a healthy balance between work and home. Ardurra is an Equal Opportunity/ Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, gender identity or sexual orientation. NOTICE TO THIRD PARTY AGENCIES: Ardurra does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Agency Agreement, Ardurra will not consider or agree to payment of any referral compensation or recruiter fee. If a resume or candidate is submitted to any hiring manager without a previously signed agreement, Ardurra reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. These candidates will be considered property of Ardurra. We’re not currently looking to add any more agencies to our list of approved vendors, so please do not contact any of our managers or recruitment team with sales calls or details of your candidates. #LI-BC1