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Job DescriptionSalary: $115K - $165k Mowat Mackie & Anderson LLP ("MMA") is looking to add an experienced Audit Manager with extensive A&A experience to lead and manage multiple engagements and to deliver highquality accounting services. In client assignments, the Audit Manager is involved in almost all the areas for which partners are responsible. This role exhibits technical proficiency and the ability to supervise and complete engagements while serving as intermediaries between partners, clients, and senior accountants. The Audit Manager has a proven record of building profitable and sustainable client relationships, and they have solid organizational skills and a demonstrated ability to multi-task. Meet Mowat Mackie & Anderson LLP MMA is a dynamic and responsive, high-value CPA firm that serves closely-held businesses, high net worth individuals, trusts and estates, and other clients throughout California and globally. We have active and engaged employees and support our team with a robust benefits package, a blended workforce schedule as well as numerous perks including team activities, training, education stipends, and support for community involvement. Additional benefits include competitive compensation, 401(k) and profit-sharing, medical/dental/vision, life insurance, short-term and long-term disability insurance. This is an ideal position for a smart, motivated individual who is passionate about delivering strategic value in a fast-paced, collaborative environment. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role. Your responsibilities will include: • Review final drafts of financial statements, footnotes, and management letters., • Assume responsibility for planning, supervising, and completing engagements., • Prepare client billings and monitor realization on engagements., • Proven competence with accounting and research software., • Assist with quality control and internal monitoring of attest engagements;, • Advanced understanding of GAAP, GAAS, and SSARS., • Improve processes by developing or implementing best practices., • Exhibit leadership qualities in attitude and conduct., • Provide training to staff during job assignments and lead in-house training sessions. Desired Skills and Experience: • Licensed CPA., • BA in Accounting or MA in Taxation., • Proven work experience as a Audit Manager., • Excellent knowledge of tax accounting, tax compliance, and all types of tax returns., • Strong leadership and personnel management skills., • Strong analytical skills to assess problems or unusual situations and quickly determine efficient solutions., • Demonstrates a working knowledge of CCH Products (CCH Axcess, Engagement, XCM, Client Portal, etc.). Additional Knowledge and Skills: • Able to prioritize, multitask, work under pressure, and handle interruptions while maintaining flexibility in work assignments., • Ability to independently perform all the duties of the position efficiently and effectively., • Good at meeting deadlines and solving problems., • Comfortable providing feedback., • Ability to be flexible in response to changing priorities and needs., • You are highly collaborative and team-oriented., • Ability to work under pressure in a deadline-oriented business., • You work well with little direction but know when to ask for help and keep your team informed. Meet Mowat Mackie & Anderson LLP Responsive, creative, high-value CPA services for closely-held businesses, high net worth individuals, trusts and estates. Do you fit this description? • Experienced and highly motivated, • Intellectually curious, • Looking for a challenging and stimulating environment, • Prefers a workplace that provides autonomy and rewards independent and critical thinking, • Goes beyond ordinary compliance to provide outstanding service to clients If so, youd fit right in at MMA and wed like to speak with you! We take great pride in delivering the highest-quality service and are listed as one of the Top East Bay Area accounting firms. remote work

Job DescriptionAbout Collective: Collective is on a mission to redefine the way businesses-of-one work. Our technology and team of trusted advisors help members achieve financial independence by taking care of everything from business incorporation to accounting, bookkeeping, tax services, and access to a thriving community, all in one integrated platform. We believe in empowering self-employed people to enjoy the same tax savings that big companies get, so they can focus on their passion, not paperwork. Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, TechCrunch, and more. We are backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Google's Gradient Ventures, Expa, and other investors who have financed iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, and Lyft. About the role: We're looking for a full-stack IC Product Design Lead to join our Design team and lead Growth and Activation. A ground-floor opportunity in a design-driven company. Join a hyper-collaborative design team and get autonomy, ownership, and significant impact across the entire product. You will evolve our design process, own entire projects, and contribute to the development of a diverse team that champions our users' voices and ships incredible experiences every day. What you'll do: • Deeply understand our customers' needs, business objectives, and state of the industry to imagine & bring to life paradigm-changing experiences., • Establish a high bar for visual polish and intuitive interaction patterns., • Clearly define customer and business problems. Explore broad-to-narrow solutions with thoughtful designs., • Ideate, design, launch and improve products to help advance Collective's mission., • Work with a cross functional product development team (product managers, engineers, designers, operations, sales & marketing) to ship innovative and well-crafted experiences, for scale, • Optimize for execution velocity while maintaining a high quality bar, making tradeoffs between design choices and resources available., • 6 - 8+ years of experience as a Product Designer, • Demonstrated impact on product strategy and customer experience in previous roles, preferably within Fintech or Consumer Tech., • Outstanding UX capabilities and strong visual design competency, including visual, UI/UX, copy writing and systems-design., • Experience with and a high bar for visual polish and intuitive, simple design patterns., • Passion for turning complex problems into simple & engaging solutions., • Innate understanding of the end-to-end design process - from identifying customer needs and pain points to delivering exceptional customer experiences., • The ability to apply consumer insights and metrics to inform design decisions and influence the product roadmap, • Hybrid Work Model: Based in San Francisco with a balance of in-office and remote flexibility, • Fresh Lunch: Provided on in-office days, • Commuter Support: $150 monthly reimbursement for transit expenses, • Health & Wellness: $200 quarterly reimbursement to support your well-being, • Time Off: Flexible PTO plus 14 company holidays, • Comprehensive Coverage: 100% medical, dental, and vision for employees; 75% coverage for dependents, • Parental Leave: 16 weeks fully paid, • Retirement & Ownership: 401k plan plus an equity package, • Team Connection: Quarterly virtual events and an annual in-person summit #LI-Remote Equal Employment Opportunity At Collective, we celebrate and support differences, knowing they make us stronger as a team and community. We are committed to building a workplace that values diverse backgrounds, perspectives, and skills. Inclusivity helps us do our best work and create the greatest impact. Collective is proud to be an equal opportunity employer.

Job DescriptionAbout Collective: Collective is on a mission to redefine the way businesses-of-one work. Our technology and team of trusted advisors help members achieve financial independence by taking care of everything from business incorporation to accounting, bookkeeping, tax services, and access to a thriving community, all in one integrated platform. We believe in empowering self-employed people to enjoy the same tax savings that big companies get, so they can focus on their passion, not paperwork. Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, TechCrunch, and more. We are backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Google's Gradient Ventures, Expa, and other investors who have financed iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, and Lyft. About the role: We're looking for an experienced sales professional or current Partnerships Manager to lead business development and drive growth through strategic partnerships. The ideal candidate is a self-starter, strong negotiator, and creative problem-solver with a proven track record of closing deals, managing revenue-generating relationships, and/or building and scaling partnership programs from the ground up. You're equally comfortable hopping on a plane to close a deal as you are digging into data across hundreds of partners. You thrive with minimal direction, prefer to own initiatives end-to-end, and bring a builder's mindset to everything you do. Building on our existing partnerships channel, you'll play a pivotal role in expanding our member base while lowering customer acquisition costs—directly contributing to the company's long-term success. What you'll do: • Partnership Strategy & Program Development: Build a partnership strategy through identifying and evaluating high yield partner verticals and execute comprehensive plans to drive new members and revenue growth., • Affiliate Program Development & Management: Source, manage and optimize our affiliate program both internally and externally. Manage agency relationships and source materials and content needed to support affiliate programs., • Build Partner Business Models: Design, implement, and optimize various types of partner business models tailored to specific partnership agreements. Utilize data-driven insights to forecast revenue potential, negotiate terms, and maximize outcomes for all parties involved., • Execution and Optimization: Lead the end-to-end execution of partnership agreements through impact.com, ensuring seamless integration and alignment with business objectives. Continuously monitor and evaluate partnership performance, identifying areas for improvement and optimization., • Relationship Building: Cultivate strong relationships with key stakeholders, including potential partners, industry influencers, and internal teams. Collaborate cross-functionally to leverage resources and expertise in support of partnership initiatives., • Results Measurement: Establish clear KPIs and metrics to track partnership performance and effectiveness. Regularly analyze data and provide insights to stakeholders, demonstrating the impact of strategic partnerships on business outcomes., • 5+ years of sales, business development and/or strategic partnership experience., • Proven ability to own and drive monthly/quarterly revenue goals tied to OKRs., • Startup experience and an existing network within SMB is a major plus., • High level of overall business acumen and understanding of a variety of partner business models., • Strong analytical skills and experience with large data sets and ability to extract business insights from analysis., • Proven track record of exceeding sales or partnership performance targets and delivering results in a complex environment with limited resources., • Outstanding deck and presentation skills and ability to create succinct and structured presentations capable of engaging executive-level stakeholders., • Excellent communication skills with the ability to distill complex issues., • Ability to thrive in ambiguous environments with limited direction and working cross-functionally with excellent stakeholder management., • Remote-Friendly Environment: Flexibility to work from home while staying connected to the team, • Health & Wellness: $200 quarterly reimbursement to support your well-being, • Time Off: Flexible PTO plus 14 company holidays, • Comprehensive Coverage: 100% medical, dental, and vision for employees; 75% coverage for dependents, • Parental Leave: 16 weeks fully paid, • Retirement & Ownership: 401k plan plus an equity package, • Team Connection: Quarterly virtual events and an annual in-person summit #LI-Remote Equal Employment Opportunity At Collective, we celebrate and support differences, knowing they make us stronger as a team and community. We are committed to building a workplace that values diverse backgrounds, perspectives, and skills. Inclusivity helps us do our best work and create the greatest impact. Collective is proud to be an equal opportunity employer.

Job Description Pyka is seeking a Controller to join our growing team. If you're a strategic thinker with a passion for driving change and a track record of financial excellence, we want to hear from you. This pivotal role will be responsible for directing all aspects of accounting, managing relationships with external stakeholders, and ensuring compliance with regulatory requirements. This role will play a pivotal role in advancing Pyka and contribute to advancing society's transition to using electric aircraft. About Pyka Pyka's goal is to provide society with a new form of safe, clean, and cost-effective transportation enabled by autonomous electric aviation. To get there, we're taking a different approach than most. We're applying our technologies to every industry where autonomous electric aircraft can be useful, starting with the highest value and most dangerous jobs. In doing so, we're building game-changing products manufactured at scale, while perfecting the safety, reliability, and capabilities of our autonomy engine and electric propulsion systems. We design, develop and manufacture an ecosystem of technologies including proprietary flight control software, avionics, high power density motors, motor controllers, batteries, and custom carbon-fiber composite airframes. Today, we supply autonomous electric aircraft for cargo transport and crop protection to real-world customers across four separate continents and have secured industry-first regulatory approvals from the FAA. Our cargo aircraft enables remote connectivity, enhances express delivery networks, and ensures fast and reliable shipping of critical supplies to areas in need. Our crop protection aircraft offers agricultural services providers and farmers an autonomous tool to make aerial application safer, more precise, and less harmful to surrounding environments. Both vehicles are highly economical to operate, easy to deploy, and significantly reduce CO2 emissions in their respective industries. What you work on at Pyka makes people's lives better now and brings the future of electric aviation one step closer each day. Responsibilities • Direct all aspects of the accounting activities, including financial reporting, budgeting, and compliance., • Oversee financial compliance activities for the company, ensuring adherence to regulatory requirements and internal policies., • Lead the implementation of our ERP system company-wide from a financial and controls perspective, ensuring seamless integration and optimization of processes., • Foster strong relationships with external auditors, tax advisors, and regulatory authorities to ensure compliance., • Collaborate closely with cross-functional teams to prepare and deliver financial reports and analyses to senior management, investors, and other stakeholders., • Support investor diligence activities, providing financial data and insights to support fundraising efforts., • Collaborate closely with the FP&A teams on budgeting and forecasting to support decision-making. Preferred Qualifications • Extensive experience as an accounting director for a manufacturing company, with a proven track record of driving financial excellence., • Experience in ERP implementation processes, with the ability to lead complex system integrations and optimizations., • Proven track record of building processes and implementing systems, with the ability to anticipate accounting and control requirements., • Experience with corporate tax and treasury activities., • Strong expertise in preparing financial statements and accounting policies., • Bachelor's degree in Accounting or Finance and a current CPA license are required, with a minimum of 10 years of relevant experience., • Thorough understanding of GAAP and relevant regulatory requirements; experience in a Big 4 accounting firm is a plus., • Proven track record in leadership roles, with experience in startups and the aerospace, Company Perks • $166,000–$205,000 per year base salary + equity. Compensation will vary depending on location, job-related knowledge, skills, and experience. Salary ranges are subject to change., • Employer-sponsored health, dental and vision insurance, • FSA with employer matching, • 401(k), • Paid holidays, generous PTO, and additional unpaid time off, • Voluntary short-term disability, long-term disability, and life insurance, • Pre-tax commuter benefits, • Free catered lunch and plenty of snacks Export Control Requirements This position requires access to technology, software and other information that is subject to governmental access control restrictions, due to export controls. Employment in this position is conditioned on the continued availability of government authorization to authorize release of such items, to the extent required, including without limitation an export license, or other documentation required to establish authorization to receive access to such items. Company may delay commencement of employment, rescind an offer of employment, terminate employment, and/or may modify job responsibilities, compensation, benefits, and/or access to Company facilities and information systems, as Company deems appropriate, in order to ensure compliance with applicable government access control restrictions This is a remote optional role; however, candidates must be based on the West Coast and be available for in-person meetings, team events, or onsite with external parties at least one week per month and as needed.

Job Description Upbound is the company behind Crossplane, the open source project which started the control plane revolution in the cloud native community. Upbound is redefining how modern infrastructure is built. As the creators of Crossplane and the pioneers of the Intelligent Control Plane, we are leading the shift toward agentic infrastructure: platforms that reason, adapt, and operate alongside AI-native systems. As Upbound enters its next stage of growth, we are seeking a Head of Finance, Accounting, and Business Operations to guide the company through its next chapter of growth. This is a pivotal leadership role responsible for leading financial strategy, ensuring operational excellence, and providing business insights that shape the company's trajectory. You will work directly with the CEO, Board of Directors, and senior leadership team to manage the company's financial health, oversee core business operations, and scale the infrastructure needed for global growth. The ideal candidate blends strategic leadership with hands-on operational expertise, and thrives in high-growth, venture-backed environments. What You'll Do Strategic Leadership & Investor Relations • Partner with the CEO and Board of Directors to provide clear, data-driven insights into company performance, risks, and opportunities., • Lead financial planning and reporting for board meetings, fundraising processes, and investor updates., • Contribute to long-term strategic planning and resource allocation decisions.Financial Strategy & FP&A, • Build and scale the FP&A function to deliver robust forecasts, budgets, and scenario modeling., • Provide actionable insights that inform executive and board-level decision-making., • Analyze performance against forecasts and recommend adjustments to achieve growth targets.Accounting & Compliance, • Oversee global accounting operations, including ledgers, AR/AP, payroll, and cash management., • Ensure compliance with US GAAP and international accounting standards., • Lead external audits, tax preparation, and regulatory filings across multiple jurisdictions.Business Operations & Systems, • Design and implement scalable processes, systems, and controls across finance and operations., • Partner with Sales, People, and other teams to operationalize revenue recognition (ASC 606), commissions, and compensation programs., • Drive cross-functional initiatives to improve efficiency, automation, and decision-making. What You'll Bring • 8+ years of progressive finance and operations experience, with 3+ years in senior leadership roles., • Proven track record scaling finance, accounting, and business operations functions through Series C or later in venture-backed startups., • Demonstrated expertise in global revenue strategy, operations, and recognition., • Strong foundation in US GAAP and compliance; Big 4 public accounting background highly valued., • Demonstrated success leading board and investor communications., • Advanced technical and analytical skills (Excel, BI tools, SaaS financial systems)., • Excellent organizational, written, and verbal communication skills., • Bachelor's degree in Finance, Accounting, or Economics; MBA, CPA, or CFA strongly preferred.A plus if you:, • Experience in remote or distributed-first organizations., • Familiarity with open source, developer tooling, or cloud-native ecosystems. #LI-REMOTE Why Upbound? At Upbound, you'll help shape the systems and strategies that drive predictable, scalable growth in a product-led company embracing usage-based models. If you're excited to build from the ground up, work with cutting-edge cloud technologies, and directly impact how revenue is generated and scaled—this is your seat at the table. About Upbound Upbound is pioneering infrastructure platforms for the Agentic AI Era, serving Fortune 500 companies and platform engineers across more than 100 countries. The company empowers infrastructure and platform teams with Intelligent Control Planes - based on Kubernetes and Crossplane - that provision, operate, and adapt so platforms are ready for both humans and AI agents. Upbound is the creator and primary maintainer of Crossplane, the popular open-source framework for building cloud-native control planes, with over 100 million downloads and adoption by more than 1,000 teams worldwide. A Series B startup backed by GV (formerly Google Ventures), Altimeter Capital, and Intel Capital, Upbound has raised $69M to date. For more information, visit .

Job Description Tax Manager|CPA About the Firm: Mid-size public accounting firm that provides comprehensive tax, advisory, and accounting services to a diverse client base. Known for its collaborative culture and commitment to professional development, the firm is seeking an experienced person to join their team in a fully remote capacity. This is an excellent opportunity for a tax professional looking to work with a firm that values work-life balance, flexibility, and career growth while working with a high-caliber client portfolio. Key Responsibilities:Lead and manage multiple tax engagements, ensuring timely and accurate filings for corporations, partnerships, and high-net-worth individuals.Provide strategic tax planning and compliance services, identifying opportunities for tax savings and risk mitigation.Review complex tax returns and research technical tax issues to ensure compliance with federal and state tax laws.Build and maintain strong client relationships, acting as a trusted advisor on tax-related matters.Mentor and develop junior tax staff, providing training and guidance.Stay current with tax law changes and advise clients accordingly.Assist in business development efforts, including identifying and cultivating new client opportunities.Qualifications:CPA or EA designation required.Bachelor's degree in Accounting, Finance, or a related field (Master’s in Taxation preferred).5+ years of public accounting experience with a strong focus on tax.Expertise in federal and state tax regulations.Experience with tax software such as CCH, ProSystem, or UltraTax.Strong analytical, problem-solving, and client management skills.Ability to work independently in a remote environment.Why Join This Firm? Flexible scheduling Competitive base salary + performance-based bonuses. Comprehensive benefits package, including health, dental, and 401(k) match. Generous PTO and paid holidays. Strong leadership team that prioritizes professional development and career growth. If you're a highly motivated individual looking for a remote opportunity with a growing public accounting firm, we'd love to hear from you! Apply today by sending your resume to or Direct Phone: 605-910-9530

Job Description Resident Assistant Manager for 134 single room occupancy units at The Bishop Swing Community House (275 10th Street). This is a Monday to Friday role. Experience is required since the role comes with a studio apartment. Must live on-site! (single room offered to the resident manager) Important Note: When applying for the Assistant Resident Manager position, please apply only to your first-choice location listed on our page. (Granada Hotel or Bishop Swing.) SUMMARY OF DUTIES: Assists the Property Manager with the daily operations of the building, with duties including rent collection, bank deposits, completing lease agreements, maintaining tenant files, recertification, processing legal notices for non-payment or other lease violations, overseeing maintenance of the property, conducting unit inspections, keeping building records and other administrative support such as filing, typing correspondence and processing paperwork. Provides front desk coverage, answering and directing phone calls, taking messages, maintaining a daily log, enforcing community rules, visitor policy and sign in/out procedures, recording and completing maintenance work orders and writing incident reports. QUALIFICATIONS: • 1 plus years of affordable housing property management experience, preferably with HUD, Tax Credit or other low income housing programs. -1 plus years of experience supervising staff. • Knowledge of accounting/bookkeeping skills for maintaining resident accounts receivable ledgers, • Understanding of and sensitivity to a diverse, low-income population, • Organizational abilities, record-keeping and filing skills, • Maturity and ability to handle emergencies, resident concerns, and complaints while meeting necessary time restrictions E Q U A L O P P O R T U N I T Y E M P L O Y E R Caritas Management Corporation (“CMC”) provides equal employment opportunities to all employees and applicants for employment without regard race, color, religion, gender, sexual orientation, national origin, age, disability, marital status, veteran status, or any other consideration made unlawful by federal, state, or local laws. San Francisco ONLY: CMC will consider qualified applicants with a criminal history pursuant to San Francisco’s Fair Chance Ordinance. Oakland ONLY: Section 3 candidates will be given priority at Section 3 properties. Company DescriptionCaritas Management Corporation (CMC) is a wholly-owned, for-profit subsidiary of Mission Housing Development Corporation (MHDC). Created in 1983, CMC now manages over 2,000 affordable housing units for MHDC and various other non-profit, community based organizations in San Francisco. The types of housing range widely, from single room occupancy hotels to apartment buildings for families and seniors. CMC's services include financial management, rent-up and on-going leasing, occupancy & compliance, maintenance and security. Minority-owned and operated, CMC's philosophy of tenant-supportive and fiscally sound management reflects the mission and purpose of its parent company. MISSION STATEMENT Caritas Management Corporation is delivering the finest in property management services with cost-effectiveness and efficiency to our valued clients. We take pride in delivering quality services to owners and individuals while enhancing the lives of our residents and employees of our communities. OUR VISION We dedicate ourselves to developing relationships and fully understand our community and clients’ needs for quality services. CORE VALUES = PRIDE Personal – We take interest in our community’s unique affordable housing property management needs. Reliable – We are being accessible and dependable. Integrity – We are dedicated to providing honest and reliable services. Dependable – We provide high-quality services to our owners and residents. Excellent – We make sure Caritas Management Corporation represents the highest business standards.Caritas Management Corporation (CMC) is a wholly-owned, for-profit subsidiary of Mission Housing Development Corporation (MHDC). Created in 1983, CMC now manages over 2,000 affordable housing units for MHDC and various other non-profit, community based organizations in San Francisco. The types of housing range widely, from single room occupancy hotels to apartment buildings for families and seniors. CMC's services include financial management, rent-up and on-going leasing, occupancy & compliance, maintenance and security. Minority-owned and operated, CMC's philosophy of tenant-supportive and fiscally sound management reflects the mission and purpose of its parent company.\r\nMISSION STATEMENT\r\nCaritas Management Corporation is delivering the finest in property management services with cost-effectiveness and efficiency to our valued clients. We take pride in delivering quality services to owners and individuals while enhancing the lives of our residents and employees of our communities.\r\n\r\n\r\nOUR VISION\r\nWe dedicate ourselves to developing relationships and fully understand our community and clients’ needs for quality services.\r\n\r\n \r\n\r\nCORE VALUES = PRIDE\r\nPersonal – We take interest in our community’s unique affordable housing property management needs.\r\nReliable – We are being accessible and dependable. \r\nIntegrity – We are dedicated to providing honest and reliable services.\r\nDependable – We provide high-quality services to our owners and residents.\r\nExcellent – We make sure Caritas Management Corporation represents the highest business standards.

Job Description Company Founded in 2018 by CPAs, tax attorneys, and software developers, Taxbit is creating an entirely new category to enable widespread compliant adoption of digital assets for the global economy. Taxbit's Software-as-a-Service (SaaS) platform streamlines and automates customers' tax reporting and accounting activities for digital assets. Trusted by leading crypto, tech, and traditional enterprises, Big 4 accounting firms, and government agencies (including the IRS), Taxbit solves compliance challenges at scale amidst an ever-evolving regulatory landscape. Taxbit is backed by leading Silicon Valley VCs with teams located in New York City, San Francisco, Seattle, Salt Lake City, and Europe. Opportunity for Impact Taxbit is hiring a Senior Partnerships Manager to lead the development, enablement, growth and expansion of existing tax and information reporting in the United States and internationally. As an Individual Contributor, you will own the success of channel account management, helping Taxbit scale through partners contributing to partner influenced revenue. Role and Responsibilities • Create and execute Big 4+ Partnership Plans: Co-create annual plans with partners, including OKRs and KPIs, and drive meaningful results., • Facilitate Partnership Enablement (Big 4+ and Information Reporting Partners): Own weekly/biweekly touchpoints with working teams, QBRs (Quarterly Business Reviews), and proper partnership enablement activities across Big 4+ and IRW Vendors., • Capture Partner-Influenced Pipeline: Educate and activate partner teams to recommend the solution in RFPs, gap analyses, and client proposals., • Monitor emerging in-house initiatives and position the company as the infrastructure of choice., • Build Influence Across Service Lines: Develop and maintain relationships across tax, advisory, digital assets, and managed services teams to foster trust and visibility into client projects., • 4+ years of direct experience working with or for an accounting/consulting firm (Big 4 preferred) or a major service provider in the tax/financial reporting space., • 7-10+ years of overall experience in fintech, technology, or a related field, with a strong emphasis on partnerships or business development, driving referral business., • Technical Skills:, • Proficiency with CRM software (e.g., Salesforce, Hubspot) for pipeline tracking and partner management., • Familiarity with digital asset and blockchain technology concepts., • Education:, • Bachelor's degree in Business, Finance, Accounting, or a related field. MBA or relevant professional certifications (e.g., CPA) are a plus., • Location:, • Deep Understanding of Accounting & Tax Ecosystem:, • Big 4+ & Regional Firms: Intimate knowledge of their organizational structures, service lines (tax, advisory, digital assets, managed services), client engagement models, and typical procurement processes., • IRW Vendors: Familiarity with their product offerings, customer base, and how they leverage underlying technology., • Regulatory Landscape: Strong grasp of current and emerging regulations impacting digital assets, tax transparency (CARF, 1099-DA, CRS), and cross-border compliance., • Partnership Management Expertise:, • Proven ability to build, nurture, and scale strategic partnerships, particularly with large, complex organizations., • Experience in co-creating and executing joint business plans with quantifiable OKRs and KPIs., • Skilled in driving partner enablement programs, including training, resource development, and ongoing support., • Proficiency in conducting Quarterly Business Reviews (QBRs) and managing ongoing partnership health., • Business Development Acumen:, • Demonstrated success in identifying and converting partner-influenced pipeline., • Ability to educate and activate partner sales and advisory teams to position Taxbit as a recommended solution., • Experience in defending against "build" risk by articulating the value of external infrastructure., • Strategic & Analytical Thinking:, • Capacity to analyze market trends and partner ecosystems to identify new opportunities., • Ability to develop and implement long-term partnership strategies aligned with company goals., • Data-driven approach to partnership management, leveraging metrics to optimize performance., • Communication & Influence:, • Exceptional presentation, negotiation, and interpersonal skills., • Ability to build rapport and trust with senior executives and cross-functional teams within partner organizations., • Proactive & Self-Starter: Ability to take initiative, identify opportunities, and drive projects independently with minimal supervision., • Results-Oriented: Focused on achieving measurable outcomes and exceeding partnership goals., • Collaborative & Team Player: Willingness to work closely with internal teams (sales, product, legal, marketing) and external partners., • Adaptable & Resilient: Comfortable navigating complex environments, managing ambiguity, and adjusting strategies as needed., • Credible & Trustworthy: Possesses high integrity and can build lasting relationships based on mutual respect., • Curious & Continuous Learner: Stays abreast of industry trends, regulatory changes, and partner offerings. Compensation The base salary range for this role is $160,000-$195,000. Certain roles may be eligible for incentive compensation, equity, and benefits. Actual compensation will vary depending on various job-related factors, including, but not limited to location, experience, level, and job qualifications. Benefits & Perks • Competitive cash compensation (based on experience), • Equity (RSUs), • Competitive benefits package, • A modern 401(k) plan that includes access to crypto, financial wellness benefits, low fees and more, • Hybrid working model: 3 days in-office, 2 days WFH/flexible, • Monday team lunches, snacks and drinks, • Discretionary Time Off - enjoy the flexibility to rest, refuel, and recharge, • Paid parental leave to bond with your child Corp Press Forbes America's Best Startup Employers Deloitte Top 10 Fast 500 Award Forbes FinTech 50 Recent Product Announcements TaxBit Announces AI Enabled Rules Engine for Crypto Accounting TaxBit Launches DAC7 Compliance Solution for Digital Marketplaces TaxBit Introduces The First Enterprise-Grade Legal Entity Support Solution for Digital Assets TaxBit Launches Innovative CESOP Reporting Solution for Digital Assets TB Thought-Leadership Pieces Fortune - Future of Finance NASDAQ - How Regulation and Technology Are Bridging the Gap Between Tradfi and Crypto Future of Finance Roundtable Event (Video) Coindesk - The Tax Implications of Sam Bankman-Fried's Conviction Fox Business - AI tools streamlining accounting workflows and opening capacity for innovation Bloomberg Tax - Is Anyone Paying State Taxes on Bitcoin and NFTs? (Podcast) Alliance/ Partner Announcements IRS Taps TaxBit to Audit Bulk Crypto Transactions EY to Collaborate With TaxBit on Digital Asset Tax Reporting TaxBit and KPMG LLP Announce Alliance to Assist Digital Asset Companies Amid Market and Regulatory Uncertainty Deloitte and TaxBit Form Alliance to Meet Exponential Market Demand for Digital Asset Disclaimers • By submitting an application for this role, you certify that the information contained in the application is correct to the best of your knowledge. You understand that to falsify information is grounds for refusing to hire you, or for discharge should you be hired., • Employment with the Company is at will unless otherwise stated in a written agreement signed by the CEO of the Company. This means that either the Company or the employee can terminate the employment at any time and for any reason, with or without notice.

Job DescriptionTax Manager – Public Accounting Firm (Confidential Search) Location: San Francisco Bay area - Multiple Office Locations Work Style: Hybrid (flexible in-office schedule) Compensation: $125,000 – $195,000 base + bonus (DOE) About the Opportunity Our client is a well-established public accounting firm known for their collaborative culture, long-term client relationships, and consistent year-over-year growth. They take pride in offering a modern approach to work–life balance without compromising technical excellence. We’re partnering with them to identify an experienced Tax Manager who’s ready to lead engagements, mentor staff, and be a trusted advisor to clients. Key Responsibilities * Manage complex tax engagements for individuals, partnerships, S-corps, and closely-held businesses * Review returns prepared by staff and seniors for technical accuracy and compliance * Research complex tax issues and provide practical solutions for clients * Support client relationships through proactive communication and planning discussions * Lead, mentor, and develop team members through review and training * Assist partners with business development, client onboarding, and workflow efficiency What They’re Looking For * Active CPA license (required) * 6+ years of experience in public accounting (preferably within a regional or mid-sized firm) * Strong technical knowledge in federal and state tax compliance * Excellent communication and leadership skills * Experience with CCH Axcess, UltraTax, or similar tax software (a plus) Why This Firm * Hybrid flexibility – typically 2–3 days in office * Stable, growing client base in multiple industries (real estate, construction, manufacturing, professional services, etc.) * Real promotion potential – leadership succession planning is a key focus * Competitive compensation package, comprehensive benefits, and strong PTO Confidential inquiries encouraged. If you’re open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation. (605) 601-4597

Job Description Tax Manager|CPA About the Firm: Mid-size public accounting firm that provides comprehensive tax, advisory, and accounting services to a diverse client base. Known for its collaborative culture and commitment to professional development, the firm is seeking an experienced person to join their team in a fully remote capacity. This is an excellent opportunity for a tax professional looking to work with a firm that values work-life balance, flexibility, and career growth while working with a high-caliber client portfolio. Key Responsibilities:Lead and manage multiple tax engagements, ensuring timely and accurate filings for corporations, partnerships, and high-net-worth individuals.Provide strategic tax planning and compliance services, identifying opportunities for tax savings and risk mitigation.Review complex tax returns and research technical tax issues to ensure compliance with federal and state tax laws.Build and maintain strong client relationships, acting as a trusted advisor on tax-related matters.Mentor and develop junior tax staff, providing training and guidance.Stay current with tax law changes and advise clients accordingly.Assist in business development efforts, including identifying and cultivating new client opportunities.Qualifications:CPA or EA designation required.Bachelor's degree in Accounting, Finance, or a related field (Master’s in Taxation preferred).5+ years of public accounting experience with a strong focus on tax.Expertise in federal and state tax regulations.Experience with tax software such as CCH, ProSystem, or UltraTax.Strong analytical, problem-solving, and client management skills.Ability to work independently in a remote environment.Why Join This Firm? Flexible scheduling Competitive base salary + performance-based bonuses. Comprehensive benefits package, including health, dental, and 401(k) match. Generous PTO and paid holidays. Strong leadership team that prioritizes professional development and career growth. If you're a highly motivated individual looking for a remote opportunity with a growing public accounting firm, we'd love to hear from you! Apply today by sending your resume to or Direct Phone: 605-910-9530

Job Description Tax Manager|CPA About the Firm: Mid-size public accounting firm that provides comprehensive tax, advisory, and accounting services to a diverse client base. Known for its collaborative culture and commitment to professional development, the firm is seeking an experienced person to join their team in a fully remote capacity. This is an excellent opportunity for a tax professional looking to work with a firm that values work-life balance, flexibility, and career growth while working with a high-caliber client portfolio. Key Responsibilities:Lead and manage multiple tax engagements, ensuring timely and accurate filings for corporations, partnerships, and high-net-worth individuals.Provide strategic tax planning and compliance services, identifying opportunities for tax savings and risk mitigation.Review complex tax returns and research technical tax issues to ensure compliance with federal and state tax laws.Build and maintain strong client relationships, acting as a trusted advisor on tax-related matters.Mentor and develop junior tax staff, providing training and guidance.Stay current with tax law changes and advise clients accordingly.Assist in business development efforts, including identifying and cultivating new client opportunities.Qualifications:CPA or EA designation required.Bachelor's degree in Accounting, Finance, or a related field (Master’s in Taxation preferred).5+ years of public accounting experience with a strong focus on tax.Expertise in federal and state tax regulations.Experience with tax software such as CCH, ProSystem, or UltraTax.Strong analytical, problem-solving, and client management skills.Ability to work independently in a remote environment.Why Join This Firm? Flexible scheduling Competitive base salary + performance-based bonuses. Comprehensive benefits package, including health, dental, and 401(k) match. Generous PTO and paid holidays. Strong leadership team that prioritizes professional development and career growth. If you're a highly motivated individual looking for a remote opportunity with a growing public accounting firm, we'd love to hear from you! Apply today by sending your resume to or (12) Brian Tjepkes-Public Accounting and Legal Recruiter- | LinkedIn to learn more! Direct Phone: 605-910-9530

Job Description Company Founded in 2018 by CPAs, tax attorneys, and software developers, Taxbit is creating an entirely new category to enable widespread compliant adoption of digital assets for the global economy. Taxbit's Software-as-a-Service (SaaS) platform streamlines and automates customers' tax reporting and accounting activities for digital assets. Trusted by leading crypto, tech, and traditional enterprises, Big 4 accounting firms, and government agencies (including the IRS), Taxbit solves compliance challenges at scale amidst an ever-evolving regulatory landscape. Taxbit is backed by leading Silicon Valley VCs with teams located in New York City, San Francisco, Seattle, Salt Lake City, and Europe. Opportunity for Impact Join Taxbit and shape the go‑to‑market (GTM) success of our industry‑leading information reporting and tax regulatory compliance solutions. As Senior Product Marketing Manager, you will report into our Head of Product and be expected to work very closely with the subject matter experts within the business - to craft the product marketing and content strategy that propels our Enterprise B2B and Public Sector B2G solutions from awareness to expansion. You will excel at crafting persona‑driven messaging and enablement, that accelerates revenue growth, and customer adoption across geographies and jurisdictions. If you thrive on balancing right‑brain creativity with left‑brain analytical rigor, want significant ownership of outcomes through the creation and execution of end-to-end marketing strategies, and enjoy collaborating with world‑class SMEs, PMs, engineers and GTM teams, this role is for you. Key Responsibilities You are the voice of the product and the architect of GTM success. You will develop and operationalize cross‑channel messaging matrices by ICP, product and persona, guide launches, enable Sales, and partner with SMEs, Product Managers and Engineering to equip GTM teams with the content, tools and intelligence required to win. • Go‑to‑Market Strategy & Ownership - Own the end‑to‑end GTM strategy for Taxbit's Enterprise SaaS and Public Sector offerings, defining goals, success metrics, and timelines through structured GTM plans across the entire customer lifecycle., • Persona & Messaging Development - Build, validate, and iterate robust buyer/user personas, and develop and own cross‑channel messaging matrices ensuring consistency, relevance, and differentiation for each ICP, persona, product line, geography and jurisdiction., • Launch Excellence & Sales Enablement - Lead product and feature launches in sync with Product and Engineering roadmap, and create enablement assets (battlecards, pitch decks, ROI tools, and pricing & packaging guides) that empower GTM teams to exceed pipeline and revenue goals., • Program & Funnel Optimization - Demonstrate revenue impact by partnering with Demand Gen to design and execute multi‑channel programs, leveraging data to test, learn to optimize pipeline, product adoption, and expansion., • Market Intelligence - Conduct ongoing competitor teardowns, market sizing, and pricing analysis to inform Taxbit's market positioning and product roadmap., • Collaboration & Evangelism - Align deeply with SMEs, PMs and Engineering to maintain tight feedback loops and accurate, real‑time knowledge transfer, and serve as a product spokesperson on sales calls, customer advisory boards, and industry events. Professional Qualifications • Extensive, proven track record of launching RegTech SaaS products and executing sales enablement across GTM strategies that outperform targets., • 6+ years of product marketing experience in B2B SaaS, with at least 2 years driving Enterprise GTM motions (Public sector experience is a bonus), • Preferred 2+ years' experience in web3 / digital assets / blockchain or regulated fintech., • Proven track record of creating cross-channel persona‑based messaging frameworks and sales enablement assets that accelerate pipeline and adoption., • Demonstrated ability to translate complex product capabilities into clear, differentiated value propositions and content., • Experience working with industry-leading CRM, Marketing Ops, email marketing software, and other MarTech solutions., • Ability to craft original content that resonates with the target audience through exceptional written, verbal and visual communication., • Ability to create pricing and packaging proposals that will help Taxbit drive rapid revenue growth through a deep understanding of the market, buyer, user, and competition Personal Characteristics • Tenacious self‑starter who rolls up sleeves and GSD in a fast‑moving environment., • Strategic thinker with analytical depth, comfortable balancing data insights with creative storytelling., • Ability to assess business problems and formulate the numbers into a comprehensive strategy., • Strong Stakeholder management with the ability to influence across all levels of the organisation, • Flexible, curious, agile, and adaptable to shifting priorities in a high‑growth, fast moving environment. Taxbit in the News Corp Press Forbes America's Best Startup Employers Deloitte Top 10 Fast 500 Award Forbes FinTech 50 Recent Product Announcements Taxbit Announces AI Enabled Rules Engine for Crypto Accounting Taxbit Launches DAC7 Compliance Solution for Digital Marketplaces Taxbit Introduces The First Enterprise-Grade Legal Entity Support Solution for Digital Assets Taxbit Launches Innovative CESOP Reporting Solution for Digital Assets TB Thought-Leadership Pieces Fortune - Future of Finance NASDAQ - How Regulation and Technology Are Bridging the Gap Between Tradfi and Crypto Future of Finance Roundtable Event (Video) Coindesk - The Tax Implications of Sam Bankman-Fried's Conviction Fox Business - AI tools streamlining accounting workflows and opening capacity for innovation Bloomberg Tax - Is Anyone Paying State Taxes on Bitcoin and NFTs? (Podcast) Alliance/ Partner Announcements IRS Taps TaxBit to Audit Bulk Crypto Transactions EY to Collaborate With TaxBit on Digital Asset Tax Reporting TaxBit and KPMG LLP Announce Alliance to Assist Digital Asset Companies Amid Market and Regulatory Uncertainty Deloitte and TaxBit Form Alliance to Meet Exponential Market Demand for Digital Asset Disclaimers • By submitting an application for this role, you certify that the information contained in the application is correct to the best of your knowledge. You understand that to falsify information is grounds for refusing to hire you, or for discharge should you be hired., • Employment with the Company is at will unless otherwise stated in a written agreement signed by the CEO of the Company. This means that either the Company or the employee can terminate the employment at any time and for any reason, with or without notice.

Job Description An exciting position is now available at America's Socially Responsible Bank! Amalgamated Bank is seeking an experienced Commercial Banker to join our team. In this role, you will be responsible for developing and managing a portfolio of relationships as the principal relationship manager to our mission driven deposit and commercial clients. Your expertise in banking products, coupled with strong sales abilities, will be essential in creating tailored proposals to meet customer needs and enhance the region’s market share. By joining our team, you’ll be joining a Bank that believes that that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers. Essential Job Functions: • Perform tasks in line with the Bank's mission, vision, and core values, ensuring the delivery of prompt and excellent service to labor, sustainability, political, non- profit, philanthropic, and social advocacy clients., • Acts as the principal relationship manager for new and existing clients., • Develop and implement middle markets sales strategy for commercial banking products and cash management services that will result in the attainment of assigned goals including year over year loan, deposit, and non-interest income growth., • Identify, analyze, structure and internally advocate for commercial credit opportunities., • Execute regional and company-wide sales objectives and goals., • Work with commercial banking teams across the company to prospect and effectively on-board new clients., • Work closely with the portfolio management team within the Bank to ensure that existing loans within the assigned portfolio are in compliance., • Establish and maintain a thorough prospect file and business strategy., • Keep updated on changes to the banking environment, bank competition, and customer’s business environment., • Understand the Bank’s treasury management products., • Adhere to general bank regulatory procedures., • Perform other duties as directed. Knowledge, Skills and Experience Requirements: • Bachelor’s degree in business, finance, or a related field., • Minimum of 7 years of commercial credit experience. Formal credit training is a plus., • A strong working knowledge of credit, intermediary lending, underwriting, non-profit accounting, tax credits., • Results oriented with strong relationship management and business development skills, with successful track record in coalition building and partnership execution., • Ability to structure loans and monitor credit performance., • Well-developed analytical, credit and problem-solving skills with knowledge of credit administration, analysis, and credit policy/procedure., • Excellent verbal/written communication and presentation skills, • Interpersonal and supervisory skills Our job titles may span more than one career level. The starting base salary for this role is between $150,000.00 – $160,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job Description Pitcairn’s innovative Shared Single Family Office™ model provides unparalleled service to wealthy families and other family offices. Since the firm’s founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services as well as family education and family governance support. PRIMARY FUNCTION: The Manager, CFO Services is responsible for delivering and overseeing comprehensive accounting, reporting, tax, investment, and compliance services for ultra-high-net-worth families and their related entities. This individual supervises staff, manages outsourced service providers, ensures compliance with all regulatory requirements, and collaborates with other members of the client service team and coordinates with external advisors to provide a wide range of financial services to family office clients. RESPONSIBILITIES: • Act as a trusted advisor by coordinating with internal and external professionals across tax, estate planning, trust, insurance, and investment disciplines to deliver integrated solutions., • Supervise, train, and mentor accounting and administrative staff; manage outsourced service providers, collaborate with third party partners and ensure strong client service orientation. Deliver tailored financial and client reporting packages, ensuring clarity, accuracy, and transparency., • Support financing, acquisitions, and management of real estate and other family holdings., • Oversee accounting and reporting functions for individuals, trusts, LLCs, partnerships, pooled investment vehicles and related entities., • Manage monthly, quarterly and annual close and reporting processes, including coordination with outsourced General Ledger providers., • Prepare and review financial statements, including income statements, balance sheets, cash flow, and budget-to-actual reports., • Ensure accurate income and expense coding, reconciliations, and proper documentation of accounts and investments., • Enhance and implement financial systems, processes, and internal controls to ensure efficiency, accuracy, and compliance., • Manage budgeting, forecasting, and financial planning at both consolidated and entity levels., • Analyze financial results, cash flow, and variances, providing actionable insights for decision-making., • Develop and maintain liquidity and cash flow strategies aligned with family needs, portfolio requirements, and Investment Committee guidance., • Support liquidity planning and capital allocation in line with family needs and investment committee decisions., • Ensure compliance with SEC, RIA, federal, state, and local requirements, while also adhering to internal policies, control frameworks, and information security protocols to safeguard privacy, financial data and maintain operational integrity., • Oversee the tax process across entities, including coordination with third-party tax preparers and administrators to ensure timely and accurate filings, compliance, and strategic tax planning., • Oversee timely filing of tax returns and related payments, entity-related fees, property taxes, and 1099 reporting., • Track tax basis of assets and investments, maintaining accurate documentation., • Manage external audits and maintain strong internal controls to safeguard assets and ensure audit readiness., • Perform other duties as assigned for the efficient operation of the department., • Oversee financial risk management practices, including identifying reporting, operational and investment-related risks, ensuring appropriate controls are in place, and aligning risk mitigation strategies with the firm’s fiduciary and compliance standards., • Facilitate the firm’s KYC/AML processes, ensuring adherence to regulatory standards and maintaining robust documentation and verification protocols., • Provide administrative oversight for pooled investment vehicles, acting as internal administrator while coordinating with external fund administrators to ensure accurate reporting, compliance, and operational efficiency., • CPA preferred., • A minimum of seven years of hands-on experience in public and/or general accounting or related field., • Demonstrated leadership of people., • Excellent interpersonal skills, and good business acumen., • Strong analytical and problem-solving ability., • Organized, detail/deadline oriented, able to multi-task and function as a team player with a solid work ethic and positive attitude., • Proactive approach to continuous improvement, with a demonstrated ability to identify and implement enhancements to financial systems, reporting processes, and operational workflows., • Experience with Microsoft automation and data tools, including Power Query, Power Pivot, and Power Automate, with the ability to streamline processes and enhance data workflows. Pitcairn is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Pitcairn complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.

Job DescriptionJob description Krutilla & Associates is a fast-growing CPA firm based in Walnut Creek specializing in tax and consulting services for a variety of large and mid-sized clients. Our clients include real estate opportunity funds, real estate investment trusts, homebuilders, technology companies, professional service firms, and high-net-worth individuals. Qualified candidates will obtain experience working on many challenging projects in a casual environment. Candidates will work as part of a team to complete tax returns and advise clients on tax planning opportunities. Candidates will also be expected to work some overtime but less than a typical CPA firm. As a Tax Manager/Sr Manager you will be responsible for the following: • Deliver a full range of tax services in compliance with laws and regulations, • Build relationships and interact with clients to provide excellent planning, consulting, and expertise, • Train, develop, and mentor team members, • Provide innovative tax planning and review complex income tax returns, • Identify and mitigate tax risksQualifications:, • 5+ years of tax experience in public accounting (8+ years for senior manager), • Familiarity with Microsoft Office products (including Word and Excel), • Advanced knowledge of accounting principles and current tax lawsJob Type: Full-time Benefits: • 401(k), • 401(k) matching, • Dental Insurance, • Flexible schedule, • Health insurance, • Paid time off, • Vision insurance, • Work from homeSchedule:, • Monday to FridayExperience:, • Accounting: 5 years (Preferred), • Tax Experience: 5 years (Preferred)License/Certification:, • CPA/EA (Preferred)Work Location: In person Flexible work from home options available.

Job DescriptionIt’s more than just numbers. Miller Kaplan is a different kind of CPA firm; we believe in building a legacy—yours. We want to give our clients the very best, and we understand that begins with helping our employees be their best through professional mentorship, life-work integration, and a sense of community. That starts with you!Job Summary:The Associate in the Audit department is responsible for assisting the Audit department with planning and administration of assignments by drafting financial statements, conducting financial audits, and verifying the financial information of an organization.Supervisory Responsibilities: • None.Duties/Responsibilities: • Analyze accounting records to determine financial status of establishment and prepares financial reports concerning operating procedures., • Inspect items in books of original entry to determine if accepted accounting procedure was followed in recording transactions., • Inspect notes receivable and payable, negotiable securities, and cancelled checks., • Participate in the planning and coordination of audits., • Perform audits., • Review data regarding material assets, net worth, liabilities, capital stock, surplus, income and expenditures., • Stay current on the latest GAAP practices and knowledge of GAAP matters., • Travel (up to 30%) to client site as needed., • Bachelor’s degree in Accounting, Economics, Finance, Business, or other related field. Preferred: • CPA exam eligible candidates., • Prior audit or accounting work experience (Audit, Tax, and Bookkeeping). Required Skills/Abilities: • Able to manage multiple tasks, prioritize, and meet deadlines., • Able to work independently and as part of a team., • Excellent verbal and written communication skills., • Excellent organizational and time management skills., • Proficient with Microsoft Office Suite or similar software., • Proficient with QuickBooks., • Strong problem solving and analytical skills., • Strong professional service ethic, client focused, and results driven. Physical Requirements: • Prolonged periods sitting at a desk and working on a computer. • Competitive Salary: We value your dedication and hard work. We offer a competitive salary of $60,000-70,000 for this role., • Generous Paid Time Off: Start with 20 days and watch it grow, plus 2 extra days annually for managers., • Comprehensive Healthcare: Medical options include HMO, PPO, HDHP, with fully covered dental and vision for you., • Flexible Spending Accounts & Health Savings Accounts: Manage healthcare expenses conveniently with a benefits debit card., • Hybrid & Remote Flexibility: Work-life balance matters! Enjoy flexibility based on your role., • Insurance Benefits: Basic life insurance, voluntary life insurance, and long-term disability coverage., • Dependent Care and Pet Insurance: Covering loved ones, furry or not, with flexible spending accounts and pet insurance., • Bereavement Paid Time Off: Time to grieve and heal without work worries., • Social Events: Networking and unwinding at virtual and in-office firm social events., • Community Involvement: Volunteering events that give you and your team a chance to give back and grow stronger together., • Referral Bonuses: Earn rewards for growing our team and client base., • Commuter Benefits: Funds for transit and parking to ease your daily commute., • Retirement Plans: Tailored 401(k) Profit Sharing Plan for your financial future., • Support for Professional Certifications: Assistance on your journey to CPA or CFE, including study materials, exam reimbursements, and bonuses. Miller Kaplan does not accept unsolicited candidates, resumes, or referrals from staffing agencies or third parties unless there is a signed agreement in place. Any submissions to any employee or owner of Miller Kaplan without a pre-existing agreement will be considered Miller Kaplan’s property and not subject to fees. For existing agreements, a role must be approved by the People & Culture department in writing and open to external search; otherwise, submittals and referrals will be considered Miller Kaplan property and not subject to fees. For inquiries regarding referrals or contracts, please contact . Miller Kaplan is an equal opportunity employer and will consider all qualified applicants for employment, without regard to race, color, religion, sex, national origin, disability, or any other legally protected status in accordance with applicable federal, state, and local laws. We also consider qualified applicants with criminal histories, in compliance with federal, state, and local regulations. Miller Kaplan is unable to sponsor applicants for employment visas now or in the future, unless otherwise specified in the job posting. Miller Kaplan participates in E-Verify. Go to to learn more.

Job Description Job description: About Entrust The Entrust Group is a pioneer in the world of self-direction. For 40 years, we’ve provided account administration services for self-directed retirement accounts and tax-advantaged plans. As a Self-Directed IRA administrator, Entrust assists clients in purchasing alternative investments with their retirement funds that are typically unavailable through banks and brokerage firms. With an Entrust Self-Directed IRA, clients can develop a more resilient and diversified portfolio by investing in assets such as real estate properties, precious metals, start-ups, private equity, loans and more. Job Summary The role of Alternative Assets Associate plays a vital part in The Entrust Group`s mission to provide excellent customer service while educating our clients. In this role you will assist the clients with completing their forms, checking for additional documentation, and submitting requests through the Entrust portal. You will also help clients gain an understanding of the endless investment possibilities they can take advantage of within their IRA’s. You will collaborate with members of Sales, Transfers, Cash Management, Client Services, Distributions and Accounts Receivables daily to address clients’ questions and requests, research and resolve issues related to recordkeeping, asset management and fees. The Alternative Assets position requires an independent thinker with multi-tasking abilities who can work well under pressure. This is a high volume fast paced work environment. The role is transaction driven which requires regular interaction with clients, financial institutions, and investment professionals to secure documents for client’s investments ensuring all the transactions are completed in accordance with industry compliance standards. You will be responsible for reviewing and processing the buys, sales, and exchanges for a variety of asset types. In this department you will have the opportunity to learn and interact with a variety of assets and investment types ranging from Private Equities to International Investments. The associate will report to the Alternative Assets & Transfers Department Manager. Responsibilities: The duties and responsibilities of the role include, but are not limited to the following: • Manage the team Inbox filter emails according to appropriate folders, • Assign all the new purchases, additional funding, exchange and sell requests, assign portal automated funding requests and track via spreadsheet and update it to reflect morning funding and canceled files, • Reviewing, sorting, assigning, forwarding Client files and forms to the assigned processor(s) or department(s). Scan and vault any incoming mail (Stock Certificates), • Review and respond to incoming faxed, emailed and mailed requests and correspondence. Confirming receipt and status of the form(s) via email within the same day or two days at most., • Review and Assign signature requests received from the clients, investors and other miscellaneous requests for execution., • Assist with general phone and email inquiries from Clients, Business to Business (“B2Bs”), advisors and other staff members regarding pending transactions, Signature requests, fees, etc., • Resolve client issues by providing the best solutions, expediting corrections and following up with the client to ensure client satisfaction, • Process funding requests by reviewing and processing the submitted forms and supporting documents for buys, sales, additional funding and exchange within one to two business days., • Saving copies of correspondence & transaction-related documents (i.e., Additional forms, written instructions from Client, etc.) on the Company’s cloud-based storage (DocStar)., • Enter client’s paperwork e.g., including Buy Direction Letters (“BDL”) into the Portal, along with the submitted investment agreements., • Notating receipt of email inquiries and forms, correspondence, and phone interactions on the Client’s Account Overview Notes in the Entrust Portal., • Become a subject matter expert with all applicable The Entrust Group and IRS forms to best assist clients with their needs and ensure accuracy and completeness., • Cover tasks and responsibilities of other Alternative Assets Processors, when instructed by the Department Manager, as staffing availability and workload requires., • Assist in the company’s asset audit by reaching out to the client(s) and collecting all the necessary documents and information to complete the client’s asset file as per the compliance requirements., • Understand each client’s unique needs, preferences and expectations and deliver a service by providing them with effective, timely solutions., • Experience in banking, finance, accounting, or related industries preferred, • Experience in client services or related industries preferred, • Excellent communication and business writing skills, • Strong critical thinking, information retention, analytical, and problem-solving skills, • Detail-oriented with strong data entry skills, • Effectively works independently as well as in a team environment, • Proven ability to handle multiple projects and to prioritize workload, • Flexibility and a positive attitude while working with existing & prospective clients, and co-workers across departments, • Deep sense of empathy and ability to communicate across diverse groups while holding to company policies and procedures, • Working knowledge of self-directed retirement plans or retirement industry a plus, • Must hold a bachelor’s degree, • Prolonged periods sitting at a desk and working on a computer., • Must be able to lift 15 pounds at times., • Able to stand and walk for a minimum of 3 hours in an eight-hour workday., • Hand use: continuous keyboarding, frequent simple grasping, and occasional fine manipulation Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Employee assistance program, • Flexible spending account, • Health insurance, • Health savings account, • Life insurance, • Paid time off, • Parental leave, • Professional development assistance, • Referral program, • Tuition reimbursement

Job DescriptionAbout Collective: Collective is on a mission to redefine the way businesses-of-one work. Our technology and team of trusted advisors help members achieve financial independence by taking care of everything from business incorporation to accounting, bookkeeping, tax services, and access to a thriving community, all in one integrated platform. We believe in empowering self-employed people to enjoy the same tax savings that big companies get, so they can focus on their passion, not paperwork. Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, TechCrunch, and more. We are backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Google's Gradient Ventures, Expa, and other investors who have financed iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, and Lyft. About the role: We're seeking an experienced Growth Marketing Manager to lead our customer acquisition efforts. The ideal candidate is a scrappy, data-driven growth expert with hands-on experience managing multiple channels and optimizing a full growth system. You thrive on hypothesis-driven testing, measurement, attribution, and exploring new marketing channels. If you haven't worked with a channel before, you're eager to research it, build a case (or explain why not to pursue it), secure resources, and execute. You're a builder at heart, driven by data, experimentation, and impact. What you'll do: • Channel management: Identify opportunities to test and drive growth through a variety of marketing channels, including optimizing existing channels and standing up new ones., • Data Analysis: Analyze large sets of data with the ability to evaluate the growth system holistically (attribution, incrementality testing, regressions etc.) SQL knowledge is a big plus., • CRO Testing: Collaborate with our product and engineering teams to prioritize, test, measure and iterate on testing our landing page and funnel experience., • 4+ years of experience in performance marketing for a high growth company with a demonstrated track record of success., • Proven ability to build and scale campaigns across digital (Meta, TikTok, YouTube, Connected TV, Google Google Ads) and offline (Out of Home, Direct Mail) channels., • Experience driving lead generation in partnership with sales, and collaborating cross-functionally with product and engineering on CRO testing., • Skilled at developing and iterating on high-performing creative assets to improve campaign performance., • Experience managing $1M+ media budgets with clear visibility into channel performance, payback period, and attribution., • Strong analytical skills and experience with large data sets and ability to extract business insights from analysis., • Excellent communication skills, with the ability to thrive in ambiguous, fast-paced environments, • Remote-Friendly Environment: Flexibility to work from home while staying connected to the team, • Health & Wellness: $200 quarterly reimbursement to support your well-being, • Time Off: Flexible PTO plus 14 company holidays, • Comprehensive Coverage: 100% medical, dental, and vision for employees; 75% coverage for dependents, • Parental Leave: 16 weeks fully paid, • Retirement & Ownership: 401k plan plus an equity package, • Team Connection: Quarterly virtual events and an annual in-person summit #LI-Remote Equal Employment Opportunity At Collective, we celebrate and support differences, knowing they make us stronger as a team and community. We are committed to building a workplace that values diverse backgrounds, perspectives, and skills. Inclusivity helps us do our best work and create the greatest impact. Collective is proud to be an equal opportunity employer.

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LHH is seeking a Senior Payroll Manager to join our client’s growing organization. This role manages up to two direct reports, ensuring accurate and timely payroll processing, regulatory compliance, and effective benefit administration. The ideal candidate will bring a balance of strategic insight and hands-on expertise, along with a proven track record in leadership and process improvement. This is a hybrid working environment with 3 days in office and 2 days remote. The anticipated pay for this role is between $150,000-$175,000 a year. Responsibilities: • Lead accurate and timely processing of payroll for five cycles; review and approve payroll before submission., • Audit and reconcile payroll and timekeeping data; address and resolve escalated issues., • Ensure adherence to all federal, state, and local payroll regulations., • Oversee payroll tax reporting and filings, including W-2s, 1099s, and other year-end processes., • Collaborate on bonus processing and year-end adjustments., • Maintain strict confidentiality and security of payroll data., • Oversee payroll-related cash flow management and financial analysis across multiple entities., • Prepare journal entries, reconciliations, and budget-to-actual variance reports., • Develop personnel cost forecasts for board, quarterly, and year-end reporting., • Track and report contractor and consulting service expenses., • Manage 401(k) administration, annual testing, and review of Form 5500., • Ensure compliance with ACA regulations and other benefit requirements., • Partner with consultants for retirement plan testing and plan modifications., • Approve benefit-related filings and reconcile benefit invoices to ensure accurate deductions. Qualifications: • Bachelor’s degree in Accounting, Finance, Business Administration, or related field., • 8+ years of payroll experience, including at least 3 years in a managerial role., • Proficient in California payroll and HRIS/accounting systems (e.g., Paycom, ADP, Paycor, QuickBooks)., • Strong understanding of payroll systems, tax regulations, and labor laws., • Excellent analytical, organizational, and communication skills., • Proficiency in MS Excel and Microsoft Office Suite., • Strong written and verbal communication skills, • Focused on driving process improvements, • CPP certification preferred. Benefits: • Medical, Dental and Vision, • Life/AD&D, • STD, LTD, • Voluntary Life, • Traditional 401(k) with employer match, • Roth 401(k), • Paid Holidays, • Paid Vacation-120 hours (0–1 year) / 160 hours (2–4 years) / 200 hours (5+ years), • Sick leave up to 80 hours, • Fitness Reimbursement, • Internet and Phone Stipend, • Work From Home Equipment reimbursement Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ___ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance If you have the qualifications above and are interested in this opportunity – please apply today! If you are curious what else is available, please review the LHH website!

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Job Description Assistant Manager for 103Supportive Housing units at The Canon Kip Community House (705 Natoma Street). This is a Monday to Friday role. Experience in Real Estate or Social Services or similar required. Important Note: When applying for the Assistant Manager position, please apply only to your first-choice location listed on our page. SUMMARY OF DUTIES: Assists the Property Manager with the daily operations of the building, with duties including rent collection, bank deposits, completing lease agreements, maintaining tenant files, recertification, processing legal notices for non-payment or other lease violations, overseeing maintenance of the property, conducting unit inspections, keeping building records and other administrative support such as filing, typing correspondence and processing paperwork. Provides front desk coverage, answering and directing phone calls, taking messages, maintaining a daily log, enforcing community rules, visitor policy and sign in/out procedures, recording and completing maintenance work orders and writing incident reports.. QUALIFICATIONS: • 1 plus years of affordable housing property management experience, preferably with HUD, Tax Credit or other low income housing programs., • 1 plus years of experience supervising staff., • Knowledge of accounting/bookkeeping skills for maintaining resident accounts receivable ledgers, • Understanding of and sensitivity to a diverse, low-income population, • Organizational abilities, record-keeping and filing skills, • Maturity and ability to handle emergencies, resident concerns, and complaints while meeting necessary time restrictions E Q U A L O P P O R T U N I T Y E M P L O Y E R Caritas Management Corporation ("CMC") provides equal employment opportunities to all employees and applicants for employment without regard race, color, religion, gender, sexual orientation, national origin, age, disability, marital status, veteran status, or any other consideration made unlawful by federal, state, or local laws. San Francisco ONLY: CMC will consider qualified applicants with a criminal history pursuant to San Francisco's Fair Chance Ordinance. Oakland ONLY: Section 3 candidates will be given priority at Section 3 properties. Company DescriptionCaritas Management Corporation (CMC) is a wholly-owned, for-profit subsidiary of Mission Housing Development Corporation (MHDC). Created in 1983, CMC now manages over 2,000 affordable housing units for MHDC and various other non-profit, community based organizations in San Francisco. The types of housing range widely, from single room occupancy hotels to apartment buildings for families and seniors. CMC's services include financial management, rent-up and on-going leasing, occupancy & compliance, maintenance and security. Minority-owned and operated, CMC's philosophy of tenant-supportive and fiscally sound management reflects the mission and purpose of its parent company. MISSION STATEMENT Caritas Management Corporation is delivering the finest in property management services with cost-effectiveness and efficiency to our valued clients. We take pride in delivering quality services to owners and individuals while enhancing the lives of our residents and employees of our communities. OUR VISION We dedicate ourselves to developing relationships and fully understand our community and clients’ needs for quality services. CORE VALUES = PRIDE Personal – We take interest in our community’s unique affordable housing property management needs. Reliable – We are being accessible and dependable. Integrity – We are dedicated to providing honest and reliable services. Dependable – We provide high-quality services to our owners and residents. Excellent – We make sure Caritas Management Corporation represents the highest business standards.Caritas Management Corporation (CMC) is a wholly-owned, for-profit subsidiary of Mission Housing Development Corporation (MHDC). Created in 1983, CMC now manages over 2,000 affordable housing units for MHDC and various other non-profit, community based organizations in San Francisco. The types of housing range widely, from single room occupancy hotels to apartment buildings for families and seniors. CMC's services include financial management, rent-up and on-going leasing, occupancy & compliance, maintenance and security. Minority-owned and operated, CMC's philosophy of tenant-supportive and fiscally sound management reflects the mission and purpose of its parent company.\r\nMISSION STATEMENT\r\nCaritas Management Corporation is delivering the finest in property management services with cost-effectiveness and efficiency to our valued clients. We take pride in delivering quality services to owners and individuals while enhancing the lives of our residents and employees of our communities.\r\n\r\n\r\nOUR VISION\r\nWe dedicate ourselves to developing relationships and fully understand our community and clients’ needs for quality services.\r\n\r\n \r\n\r\nCORE VALUES = PRIDE\r\nPersonal – We take interest in our community’s unique affordable housing property management needs.\r\nReliable – We are being accessible and dependable. \r\nIntegrity – We are dedicated to providing honest and reliable services.\r\nDependable – We provide high-quality services to our owners and residents.\r\nExcellent – We make sure Caritas Management Corporation represents the highest business standards.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Average annual salary range for this position across our locations is: $75,000 to $200,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

Job DescriptionSalary: 150k to 250k depending on experience Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. The Role: We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This position will be part of our San Francisco team and the ideal candidate will live in the bay area. This is a hybrid role that does not require being in the office on a daily basis. Responsibilities: • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess clients overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy, • Prepare customized proposals for clients and prospective clients, • Assists in the development of complex and highly customized financial portfolios, • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations, • Develop asset allocations to meet clients risk profile and time horizon, • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings, • Co-manage and provide leadership within the team, • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients, • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.), • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory, • Conduct branch marketing meetings and training for the advisors of our custodial partners Qualifications: • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work, • Demonstrated business development track record, • CFP required. Other credentials a plus, • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field, • Very strong knowledge of finance and capital markets required, • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies, • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis, • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career, • Strong abilities to multi-task, manage various client requests and effectively prioritize, • Unquestioned commitment to integrity in personal and professional activities, • Demonstrated ability to work effectively in a team environment, • Confidence to work directly with senior leaders and high-net worth clients Benefits: • Medical / Dental / Vision / Life / Disability Insurance, • High-deductible plan option with health savings account, • Employee assistance program, • Wellness allowance $75 monthly, • Bereavement leave 3 days paid for immediate family member or pet, • 401k with 3% match, • Commuter benefits, • Parental bonding leave up to 100% of salary for 12 weeks, • Donation match up to $500 annually, • Birthday PTO, • Learning and Development stipend up to $1000 annually, • Volunteer PTO 1 day per quarter, • Monthly cell phone allowance $75 monthly BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Description Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations. Our team of professionals operates from eight offices across the nation, serving over 6,000 clients and managing over $18 billion in assets. We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners. Role Overview We are seeking experienced and entrepreneurial Wealth Advisors to join our independent RIA. In this critically important role, the Wealth Advisor will manage high-net-worth client relationships, provide holistic financial planning, and help lead the growth of the firm through business development and team leadership. You’ll serve as a trusted partner to clients, offering guidance in investment management, tax planning, estate planning, and retirement planning, while working closely with our team to deliver an exceptional client experience. This role requires someone who can transition and expand existing relationships, develop new business, and may oversee a support team, whether brought with you or built in partnership with the firm. You’ll also be expected to contribute to growth through effective time spent with clients, prospects, centers of influence, and community engagement, making a visible and invaluable impact on the firm’s continued success. Responsibilities • Drive business development efforts through client referrals, strategic networking, and community engagement., • Onboard and cultivate high-net-worth client relationships with care and professionalism., • Deliver comprehensive wealth management solutions including financial planning, investment management, tax planning, and estate planning coordination., • Act as the primary relationship manager for clients, ensuring personalized, proactive, and integrated advice aligned with each client’s goals; engage next generation of clients to solidify and extend relationships for the long term, • May Lead and oversee a support team—either an existing group brought with the advisor or one we build in partnership., • Collaborate with internal specialists and external partners to deliver a seamless, full-service client experience., • Must act as a fiduciary, maintaining the highest standards of integrity and client confidentiality., • Must maintain a strong commitment to compliance., • Analyze, draft, edit, and deliver comprehensive financial plans to clients., • Analyze prospective client’s investment portfolios and financial planning in conjunction with introducing new clients to the firm., • Manage client communications, coordinate with other client financial partners, and follow-up with clients’ other advisors., • Ensure adherence to company standards of net new asset growth and retention. Attend company workshops or lectures and speak to groups of potential clients when called upon. Education, Experience and Qualifications • Bachelor’s Degree from an accredited institution (preferably Business, Economics, Accounting or Finance related), master’s degree a plus., • Minimum of ten years of client-facing experience (wealth management, financial planning, or tax) with deep knowledge of investments, retirement, and estate strategies., • CFP® credential required or has advanced degree such as master’s degree in financial planning or tax. The following credentials may also be considered: Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)., • Experience using financial planning tools such as eMoney or similar platforms., • Sales aptitude and experience is also highly desired., • Excellent communication, presentation, listening, and analytical skills., • Proven time management and organizational skills in high-volume, high-energy environments., • Must be a humble, entrepreneurial, hardworking collaborator with a positive, can-do attitude., • Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint, • Ability to learn quickly and efficiently. RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact careers.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Our Regis Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be the primary relationship manager and responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. The Regis Senior Wealth Advisor focuses on deepening relationships with an established base of ultra-high-net-worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • 10+ years of job-related experience, • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Salary: Average annual salary range for this position across our locations is: $200,000 to $250,000 (plus incentives). Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

Job Description The Elm Hotel - 364 Eddy Street SF, CA 94102. Monday to Friday, 8am to 5pm. DESCRIPTION OF POSITION: The Property Manager is responsible for the daily administration, maintenance and full occupancy of the units for the residential community in San Francisco. Duties include supervision of staff as well as contractual workers, accessibility by pager for after-hours emergencies, rent collection & posting, bank deposits, tenant selection, maintaining waiting lists, move-in/out procedures, completing lease agreements, maintaining tenant files, tenant relations, re-certifications, processing legal notices, overseeing maintenance, making unit inspections, keeping records and attending required meetings, training seminars and workshops. QUALIFICATIONS: • 3 plus years of property management experience, preferably with HUD, Tax Credit or other low income housing programs., • 3 plus years of experience supervising staff. -Recertification is a must! • Ability to generate written correspondence, reports and documentation, • Accounting/bookkeeping skills for maintaining resident accounts receivable ledgers; Yardi program experience preferred., • Ability to resolve conflicts., • Maturity and ability to handle emergencies, resident concerns, and complaints while meeting necessary time restrictions, • Flexibility and ability to relate effectively with a variety of persons, including people with special needs., • Strong verbal communication and team-work ability. TO APPLY: Send resume and letter of interest to: Caritas Management Corporation 1358 Valencia St. San Francisco, CA 94110 Or Email: E Q U A L O P P O R T U N I T Y E M P L O Y E R Caritas Management Corporation ("CMC") provides equal employment opportunities to all employees and applicants for employment without regard race, color, religion, gender, sexual orientation, national origin, age, disability, marital status, veteran status, or any other consideration made unlawful by federal, state, or local laws. San Francisco ONLY: CMC will consider qualified applicants with a criminal history pursuant to San Francisco's Fair Chance Ordinance. Oakland ONLY: Section 3 candidates will be given priority at Section 3 properties. Company DescriptionCaritas Management Corporation (CMC) is a wholly-owned, for-profit subsidiary of Mission Housing Development Corporation (MHDC). Created in 1983, CMC now manages over 2,000 affordable housing units for MHDC and various other non-profit, community based organizations in San Francisco. The types of housing range widely, from single room occupancy hotels to apartment buildings for families and seniors. CMC's services include financial management, rent-up and on-going leasing, occupancy & compliance, maintenance and security. Minority-owned and operated, CMC's philosophy of tenant-supportive and fiscally sound management reflects the mission and purpose of its parent company. MISSION STATEMENT Caritas Management Corporation is delivering the finest in property management services with cost-effectiveness and efficiency to our valued clients. We take pride in delivering quality services to owners and individuals while enhancing the lives of our residents and employees of our communities. OUR VISION We dedicate ourselves to developing relationships and fully understand our community and clients’ needs for quality services. CORE VALUES = PRIDE Personal – We take interest in our community’s unique affordable housing property management needs. Reliable – We are being accessible and dependable. Integrity – We are dedicated to providing honest and reliable services. Dependable – We provide high-quality services to our owners and residents. Excellent – We make sure Caritas Management Corporation represents the highest business standards.Caritas Management Corporation (CMC) is a wholly-owned, for-profit subsidiary of Mission Housing Development Corporation (MHDC). Created in 1983, CMC now manages over 2,000 affordable housing units for MHDC and various other non-profit, community based organizations in San Francisco. The types of housing range widely, from single room occupancy hotels to apartment buildings for families and seniors. CMC's services include financial management, rent-up and on-going leasing, occupancy & compliance, maintenance and security. Minority-owned and operated, CMC's philosophy of tenant-supportive and fiscally sound management reflects the mission and purpose of its parent company.\r\nMISSION STATEMENT\r\nCaritas Management Corporation is delivering the finest in property management services with cost-effectiveness and efficiency to our valued clients. We take pride in delivering quality services to owners and individuals while enhancing the lives of our residents and employees of our communities.\r\n\r\n\r\nOUR VISION\r\nWe dedicate ourselves to developing relationships and fully understand our community and clients’ needs for quality services.\r\n\r\n \r\n\r\nCORE VALUES = PRIDE\r\nPersonal – We take interest in our community’s unique affordable housing property management needs.\r\nReliable – We are being accessible and dependable. \r\nIntegrity – We are dedicated to providing honest and reliable services.\r\nDependable – We provide high-quality services to our owners and residents.\r\nExcellent – We make sure Caritas Management Corporation represents the highest business standards.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • 10+ years of job-related experience, • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Salary: Average annual salary range for this position across our locations is: $200,000 to $250,000 (plus incentives). Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

Our Tax Accounting and Risk Advisory Services (TARAS) practice operates within the NTD, and assists companies with all aspects of their financial reporting for income taxes including tax accounting, tax provision procedures, and controls design and testing. As a Seasonal Senior Manager, youll prov

Decisions made by the Senior Manager include review of accountings, the interpretation of trust documents; reviewing and interpreting accounting concepts and state/local filing requirements; reviewing tax documents; reviewing bank, brokerage statements and other documents in connection with the prep

Graduate of Bachelor’s degree in Accounting;.Preferably a Certified Public Accountant (CPA) or Chartered Accountant (CA);.At least 3 to 8 years of experience as Tax Assistant Manager or Manager;.Has exceptional client service skills;.Has knowledge in wash sales, straddles, constructive sales, Sect

Job DescriptionMid-Level Tax Controversy Associate Attorney – San Francisco, Washington, New York, Palo Alto, CA Direct Counsel is seeking a Mid-Level Tax Controversy Associate Attorney to join a highly regarded, nationally recognized law firm with a robust tax practice. This position offers the opportunity to work on complex tax disputes and litigation involving multinational corporations, high-net-worth individuals, and family offices. Key Responsibilities: • Handle sophisticated tax disputes, including international tax and transfer pricing matters., • Represent clients in federal and state tax audits, administrative appeals, and litigation., • Interact with clients, in-house tax and legal teams, opposing and co-counsel, accounting firms, and representatives from taxing authorities., • Conduct in-depth legal research and draft persuasive memoranda, motions, and briefs., • Collaborate with experienced attorneys in a highly strategic and team-oriented environment.Qualifications:, • 3-5 years of relevant experience in tax litigation or controversy at a law firm, accounting firm, or government agency (IRS Chief Counsel, DOJ Tax, Tax Court, or a relevant clerkship)., • Strong background in tax law, tax procedure, and dispute resolution., • A degree or coursework in economics or accounting is a plus., • Excellent oral and written communication skills, with the ability to convey complex tax issues effectively., • Admission to practice in the jurisdiction of interest.Why Join?, • Work with renowned tax attorneys handling high-profile cases., • Engage in challenging and high-stakes tax litigation with substantial client impact., • Be part of a firm that values collaboration, innovation, and professional growth., • The firm’s expected hiring range for this position is $260,000 - $365,000 per year depending on the candidate’s experience, skills, educational and professional background, and overall qualifications., • This is a hybrid role with some in-office expectations.

Job Description Tax Senior – Public Accounting | Hybrid or Remote Overview: An established and nationally respected public accounting firm is seeking an experienced Tax Senior to join its team. This firm is committed to fostering a supportive, flexible, and purpose-driven culture. The role offers meaningful client-facing work, strong internal growth opportunities, and a hybrid or fully remote work model. Key Responsibilities: * Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, and trusts * Conduct tax research and communicate findings clearly to clients and team members * Assist in the management of client engagements, including planning and supervising staff * Identify tax planning opportunities and help implement tax-saving strategies * Build and maintain strong relationships with clients and internal teams Qualifications: * Bachelor’s or Master’s degree in Accounting or related field * CPA designation or eligibility required * 2–5 years of relevant public accounting tax experience * Strong technical skills and proficiency in tax software * Excellent communication and interpersonal skills Benefits & Work Environment: * Hybrid work model with flexibility to manage your schedule * Fully remote options available for qualified candidates * Collaborative team culture and strong focus on professional development * Competitive compensation and comprehensive benefits package Apply today by sending your resume to or connect with me to learn more! Direct Phone: 605-601-4597

Job DescriptionAbout the Firm: We are a growing CPA firm that believes great client service doesn’t require 70-hour workweeks. We offer a collaborative culture, flexibility, and a true commitment to work-life balance. During busy season, our team averages around 50 hours/week—not 60+. We believe your personal life matters just as much as your professional one. What You’ll Be Doing: Prep and Review individual, corporate, partnership, and trust tax returns Supervise and mentor tax staff and seniors Collaborate directly with clients on tax strategy and planning Manage multiple engagements and meet deadlines Stay up to date on federal, state, and local tax law changes What We’re Looking For: 5+ years of tax experience (public accounting preferred) CPA license or actively pursuing Strong knowledge of tax codes and software Team player with solid communication and leadership skills Detail-oriented and able to manage multiple priorities Perks & Benefits: 50-hour max during busy season Remote and hybrid schedule options Competitive salary + bonus potential ️‍ Flexible PTO and paid holidays Health, dental, vision insurance 401(k) with match CPE support and room for advancement Let’s Talk! We’re hiring now and would love to connect. If you’re ready to work with a firm that values your time, your career growth, and your life outside of work—apply today. Apply today by sending your resume to or my direct phone: 605-910-9530.

Job Description Merge enables B2B companies to add hundreds of integrations to their products, making it easy to access and sync their customers' data. We offer Unified APIs that provide normalized data across key software categories, including accounting, HRIS, ATS, CRM, file storage, and ticketing. Thousands of companies trust Merge to power their integrations, enabling them to unblock sales, reduce customer churn, accelerate time to market for new products, and save engineering costs and resources. As a core component for the future of modern B2B AI infrastructure, Merge is building the data integration layer that powers the next generation of AI products and companies. By solving the complex challenges of data access and normalization, Merge accelerates the development and deployment of AI solutions while ensuring the highest standards of security and performance. Who are we looking for? We are hiring backend and full stack engineers onto our two San Francisco based engineering teams. Our Foundations team is responsible for building Merge's infrastructure to help achieve new degrees of scale, performance, and reliability. Our Automation team is harnessing Applied AI and large language models (LLMs) to build net-new, externally facing products and to drive internal efficiency through automation, intelligent tooling, and AI-native user experiences.What you will do: • Participate in roadmapping and architecture discussions, • Produce high-quality, production-ready, readable, maintainable code, • Lead large projects from initial inception to production, • Unblock and support your team of peers including engineers, designers, product managers, and business operatorsThe ideal candidate will have:, • 3-7+ years of full-time software engineering experience, • An ability to perform in a fast paced environment dealing with ambiguous technical challenges, • Startup or SaaS experience preferred, • Experience with Python and Go, • Extensive knowledge of SQL databases (Postgres preferred), • Full stack candidates should additionally have experience working with React and TypescriptCompensation:, • The cash compensation range for this role is $170,000 - $205,000 LinkedIn Top Startups 2023 Forbes Next Billion Dollar Startups 2023 G2 Fastest Growing Products 2024 Benefits • Unlimited PTO + 10 company holidays, • Pre-Tax commuter benefits, • 100% covered health, vision, and dental insurance, • 401K Plan, • $200 one-time home office stipend, • In office snacks and free dinner when working past 7pm

Job Description Job Title: Senior Tax Manager Company: FMS Solutions Location: Oakland, CA (Travel Required) Employment Type: Full-Time Compensation: $160,000 – $180,000 annually Benefits: • 401(k) with company matching, • Medical and dental insurance, • Professional development and growth opportunities, • Engaging, client-facing work environment About the Role: FMS Solutions is seeking a highly experienced Senior Tax Manager to lead our tax team and serve as a mentor to junior staff. This role requires travel and offers the opportunity to manage a diverse portfolio of clients while overseeing tax planning, return review, and proactive financial guidance. The ideal candidate will enjoy collaborating with clients and staff, leading process improvements, and delivering strategic tax insights that support long-term profitability. Key Responsibilities: • Supervise and mentor a team of tax professionals, including hiring, training, and conducting performance reviews, • Lead tax planning and preparation for individuals, partnerships, corporations, and S corporations (Forms 1040, 1065, 1120, 1120-S), • Manage and review complex federal and state returns, including K-1s and basis calculations, • Collaborate with clients to provide strategic tax planning and compliance support, • Analyze financial statements to identify tax implications and areas for profitability improvement, • Research tax issues and remain current on tax laws and regulatory changes, • Maintain and grow long-term client relationships through excellent communication and service, • Utilize QuickBooks and tax preparation software (Lacerte experience a plus) Requirements: • CPA or EA required, • Master’s degree in Accounting or related field preferred, • Minimum 7–10 years of experience in tax, with progressive leadership responsibility, • Strong knowledge of individual, partnership, and corporate tax, • Proficiency with accrual accounting and financial reporting, • Excellent communication, leadership, and analytical skills, • Ability and willingness to travel, • Must be based in or able to work from Oakland, CA Alternate Titles: • Tax Planning and Compliance Manager We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Keywords: Tax Manager, CPA, Tax Planning, Lacerte, K-1, 1040, 1065, 1120, QuickBooks, Basis Calculation, Financial Analysis, Client Advisory, Oakland Tax Jobs, Leadership, Public Accounting, In-Office, EA, Senior Accountant

Job DescriptionAre you a seasoned tax professional seeking an enriching career opportunity in the heart of the Caribbean? Elevate your career to new heights as a US Tax Manager at our client's Big 4 prestigious accountancy firm in the Cayman Islands and play a pivotal role in delivering strategic tax advice and ensuring compliance for clients within the Financial Services industry. As a key member of the team, you will be responsible for overseeing a variety of tasks, including reviewing U.S tax returns, conducting comprehensive tax research, engaging with clients to understand their unique needs, and providing exemplary leadership to your dedicated team of professionals. Certification as a U.S Certified Public Accountant (CPA) or IRS Enrolled Agent is required Responsibilities • Review U.S tax returns and conducting comprehensive tax research., • Engage with clients to understand their unique tax needs and provide strategic advice., • Provide leadership and guidance to a team of tax professionals., • Develop and maintain strong client relationships., • Drive business development initiatives and contribute to the growth of the firm. Capabilities and Skills Required • Minimum of 5 years of extensive U.S taxation work experience, with a specialized focus on investment funds., • Bachelor's Degree in accounting/taxation or a related field, demonstrating a strong academic foundation., • Demonstrated expertise in U.S tax compliance and consulting, with a proven track record of delivering exceptional results., • Exceptional leadership abilities, with the capacity to inspire and motivate team members to achieve excellence., • Outstanding communication and interpersonal skills, enabling effective collaboration with clients and colleagues alike., • Experience with US Tax is essential., • Background in Financial Services, particularly within private equity and/or hedge funds is required. Education and Experience Level • Bachelor’s degree in accounting/taxation or a related field., • Minimum of 5 years of extensive U.S taxation work experience, with a specialized focus on investment funds. (required) Qualifications Required • Certification as a U.S. Certified Public Accountant (CPA) or IRS Enrolled Agent (required) Benefits • Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents., • Relocation support, including accommodation, transportation, and flights for the candidate and their family., • Pension contribution and generous vacation allowance, including additional closure periods. This position offers the potential to be elevated to a Director role, subject to experience and at the discretion of our client. Confidentiality Statement: At Quix Recruitment, we prioritize confidentiality throughout the recruitment process. We understand the sensitivity of exploring new career opportunities while currently employed. Rest assured that when you apply through Quix Recruitment, your application is kept completely confidential from both your current employer and the hiring company. If we determine that you might be a good fit for the position, we'll arrange a confidential call with you to discuss the opportunity in more depth. Only after obtaining your permission will we share your CV with the hiring company. Disclaimer: Please note that all personal information collected during the application process will be used for recruitment-related purposes only. We are committed to protecting your privacy and will not disclose your information to any third parties without your consent.