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Boos & Associates is growing, we were recently named one of the Fastest Growing Accounting Firms and Businesses in the Fresno area by the Fresno Business Journal. That growth has led us to expand to different markets and we are in need of an Assurance Senior Manager to be at the center of our business needs in the Long Beach office. If you are looking for an opportunity to help grow our firm, have an entrepreneur spirit, and enjoy leading and developing professional individuals this might be the role for you! What you will do: As the Assurance Senior Manager, you will play a critical role in overseeing and managing multiple audit engagements for a wide range of clients, focusing primarily on privately held companies in a variety of industries. Your leadership and expertise will be instrumental in ensuring the accuracy and reliability of financial statements and disclosures, providing clients with valuable insights, and fostering strong relationships with key stakeholders. Traditionally responsibilities of the Senior Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing and assessing various financial reporting control systems. What you bring to the role: Education: Bachelors in Accounting or equivalent required MBA/Masters degree in Accountancy preferred. Experiences, Knowledge, Skills and Abilities: *Extensive experience in external auditing, preferably in Big 4 or National accounting firm. Ten (10) or more years prior work experience in public accounting required.Prior significant supervisory experience.Excellent leadership and team management skills, with a track record of successfully leading and motivating diverse teams.Exceptional written and verbal communication and interpersonal skills to build strong client relationship and interact effectively with stakeholders. License/Certifications: Active licensed US CPA, recognized active International Equivalent or unique qualification as defined by Firm’s Assurance Licensing Policy, requiredIf active international equivalent or unique qualifications, required to obtain an active US CPA license within approved timeframe as defined by firm licensing requirement guidelines Software: Experience in the use of various assurance applications and research tools as is appropriate for this levelMicrosoft Office Products, including Windows, Word, Excel, and PowerPointOther Knowledge, Skills & Abilities:Sound GAAP and GAAS knowledgePossess proven solid verbal and written communication skillsPossess excellent people development and delegation skills, including training/instruction and engagement scheduling and budgetingPossess executive presence - need to be able to be primary contact for the client, prepare and present presentations to clients and potential clientsPossess client development/relationship-building skillsPossess solid decision-making skillsAble to resolve complex accounting issuesAble to be responsible for business development and marketingAble to be responsible for engagement profitability including billings and collections More About Boos & Associates, a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years public accounting experience. We currently have a staff of approximately 130 and anticipate continued expansion opportunities in the near and long term. Our greatest strength is our people. We foster and support innovative, strategic ideas that can transform developments in accounting, tax, and consulting into practical solutions for our clients. Our Fresno office is a first-class facility located in the Fig Garden Financial Center. The firm is paperless and uses the latest in technology to assist our associates in performing in a more efficient and effective manner. The firm provides above market performance-based compensation and provides competitive employer paid employee benefits and a generous personal time off policy. We continually invest in our people by providing extensive training and career advisor programs. We recognize our unique opportunity to embrace the cultural and ethnic opportunity our clients and people have to offer. We are committed to optimizing this opportunity to hire outstanding individuals of diverse backgrounds, and to offer them a dynamic, challenging environment to develop their skills as trusted advisors to our clients. Our commitment to diversity encompasses all people within our firm, professionals, and administrative support alike, including people of different races, religions, cultural backgrounds, national origins, disabilities or medical conditions, sexual orientation, gender, gender identity and ages. Compensation Information: Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. We are an independent member of the BDO Alliance USA. As an independent member of BDO Alliance USA, our shared Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge, and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally. Compensation details: 150000-205000 Yearly Salary PI68261fdcd9c9-25405-40374439

This job posting is anticipated to remain open for 30 days, from 09-May-2026. The posting may close early due to the volume of applicants.Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our _. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We’re proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We’ll give you the support you need. Our team will be there every step of the way, providing: • Comprehensive 6-month training including an experienced peer to help mentor you, • A wide support network that extends from your branch office to your region to the home office, • You’ll often work independently but will have a team of thousands backing you every step of the wayCan you see yourself…, • Delivering exceptional personalized service to ensure clients feel understood and informed, • Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year, • Actively listen for situations in the clients' lives that may indicate a need for additional services, • Driving marketing activities such as planning and executing events What skills would make you a successful BOA? • Analytical Thinking, • Attention to Detail, • Adaptability, • Conversational Skills, • Digital Tool Utilization, • Team Collaboration Role Requirements • Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members., • Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records., • Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan., • Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: _ Check out our Canadian awards and accolades: _Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.You can also expect… • A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions, • An inclusive environment where everyone’s different viewpoints are valued and help to achieve results., • We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family’s well-being, • Full-time Associates receive the following benefits:, • Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our _.You'll be competitively compensated…, • Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities., • Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance., • The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: _.

About Orb: Orb is redefining what billing software can be, turning one of the most complex parts of running a business into a strategic driver of growth. We're building the revenue design platform that helps teams automate billing, evolve pricing, and grow revenue with confidence. We work with companies like Vercel, Pinecone, Perplexity, and Replit to help them price smarter, bill accurately, and capture more of the revenue they've earned. Backed by $44.1M in funding from top investors like Mayfield, Menlo Ventures, and Greylock, we're a team that moves fast, holds itself to high standards, and is serious about changing how companies grow. For SF Bay Area and NYC residents, we've built a hybrid work culture where we are in office 3 days/week. For remote roles, we ask you to join us in person 1x per quarter. Our values, customer centricity, minutes matter, run with it, and attention to detail are at the core of everything we do. About the role: We’re looking for Solution Architects who are passionate about solving complex business challenges through innovative technical solutions. As a Solution Architect at Orb, you will play a critical role in bridging the gap between technology and business strategy, helping our customers navigate their most challenging and complex billing and monetization issues. You will have the opportunity to directly influence Orb’s product and go-to-market strategies and significantly impact our company's trajectory. In this role you will: Drive sales deals: Partner with members of the sales teams to drive evaluations of the Orb product and help prospect companies understand the value of Orb. You’ll work on all parts of the deal process, from answering technical product questions to underscoring Orb’s security and compliance program. Pave the path for implementations: You’ll help future customers understand how the core pieces of the product fit their existing workflows, and how they can best use Orb for automation and intelligence. You’ll play a key role in shaping Orb’s roadmap around reducing time to value. Serve as a technical advisor in the field: Customers will look to you for expertise in both Orb’s products and related business systems. You’ll help them successfully craft solutions centered around Orb’s capabilities. Help strengthen Orb’s product: We value developer experience highly, and you’ll work to fill in product gaps through technical solutioning and monitor customers’ experiences to give feedback to product teams. About you: 3+ years of experience in a technical customer-facing role Clear written and verbal communication, especially around technical concepts Previous experience partnering with sales, product management, customer success to build process and repeatable motions Demonstrated ability to design and implement technical solutions that address complex business challenges through a value-selling lens. Excellent ability to translate technical concepts into non-technical language and vice versa, tailored to the audience. Strong empathy and understanding of customer needs, with a proven track record of building and maintaining strong customer relationships. A continuous learner who stays curious about new technologies and methodologies. Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities. Sales Methodology training (e. g. MEDDPICC, SPIN, Challenger Sales) is preferred. Not afraid to take calculated risks and innovate while balancing pragmatism. Ability to act as a thought leader by sharing best practices through forums such as Webinars, Orb blogs, whitepapers, reference architectures, and public-speaking events. You might be a good fit if you: Have prior experience in an early-stage startup Know or have experience in the billing space Have previously worked with data infrastructure tooling such as ETL tools Are excited to work on developing creative solutions around data import, export, and ingestion tooling Comfortable learning integration APIs quickly to facilitate Orb’s connection to internal tools such as tax automation, accounting, and provisioning Benefits: Excellent medical, dental, and vision insurance One Medical membership Unlimited PTO plus an additional week off between Christmas and New Year’s 401k plan 16-week paid parental leave with equity vesting Commuter stipend Catered lunches in the office Annual learning & development stipend Meaningful equity in the form of stock options Equal Opportunity Employer We work with each other day in and day out, and strongly believe that building a diverse and inclusive team is key to our long-term goals and success as a company. We provide equal employment opportunities to all applicants 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 law.

Our Mission & Values: At Drata, we help companies earn and keep the trust of their users, customers, partners, and prospects. We’re the proof layer that shows great companies deserve the trust they aim to build. We live our values every day. Built on Trust means consistency is everything. Act with Integrity by always doing the right thing. Being Customer-Obsessed keeps the people we serve at the center of our work. Competitive Fire drives us to push ourselves harder than anyone else. Diversity brings unique perspectives that lead to better solutions. Automation First ensures we save time and money by making efficiency a priority. Our Culture & Work Style 🚀 At Drata, we’re not just building software - we’re building a mindset. Everything we do springs from: Be a Driver (Owner‑Operator Mentality): Own your work. Improve relentlessly. Deliver results. Move at Drata Speed (Precision & Velocity): Fast decisions. Quick learning. Immediate impact. Stay Mission-Driven (Customer‑Obsessed): Challenge assumptions. Deliver value. Stay hungry. If you thrive when you’re empowered, energized, and working with smart, mission-driven people where you’ll feel at home here. Why Join The Drata Team? The best way to understand the Driver’s Mindset is to see it in action. We’re an award-winning, mission-driven team of 600+ people worldwide, united by a culture that values trust, speed, and continuous growth. _ Watch our CEO, Adam Markowitz, discuss the hyper-growth journey, from $0 to $100M ARR in just four years _: Explore our "Life at Drata" page for employee testimonials on our collaborative and the growth opportunities available. _: See why we are consistently recognized on Fortune's Best Workplaces lists. Connect with Us on Socials: _ - follow us for company updates, employee stories, and career news. Job Summary: As a Senior Enterprise Customer Success Manager at Drata, you’ll be at the forefront of helping global companies build trust at scale. You’ll work with our largest and most regulated customers—advising on complex compliance programs and turning Drata into a strategic pillar of their security posture. This is a high-impact, high-visibility role where you’ll own executive relationships, shape long-term success plans, and guide customers through frameworks like SOC 2, ISO 27001, HIPAA, and FedRAMP. More than just a CSM, you’ll be a partner in your customers’ growth—connecting product capabilities to real business outcomes and influencing how they scale securely. We’re looking for someone who is driven by purpose, motivated by outcomes, and grounded in trust and accountability. At Drata, you’ll join a mission-led team that moves with urgency, leads with humility, and builds with intention. You won’t just support customers—you’ll help shape the future of compliance automation alongside some of the most thoughtful and driven minds in SaaS. The candidate for this role must be located on Central Time Zone. What you’ll do: Lead strategic relationships with enterprise customers—earning executive trust and becoming a go-to advisor on compliance program success Drive outcomes, not just adoption—develop success plans, track KPIs, and proactively identify risks and opportunities for growth Guide customers through frameworks like SOC 2, ISO 27001, HIPAA, PCI, and FedRAMP—ensuring they get more than checkboxes: real, measurable progress Own key moments across the customer journey—from onboarding to renewal—with health checks, QBRs, and tailored Mutual Action Plans Translate voice of the customer into action—partnering cross-functionally with Product, Engineering, Sales, and Support to influence roadmap and remove friction Champion continuous improvement—both in how our customers scale securely and in how we scale our own processes, playbooks, and strategies Promote what’s next—drive adoption of new features and ensure Drata continues to evolve alongside each customer’s business What you’ll bring: Deep understanding of compliance frameworks such as SOC 2, ISO 27001, HIPAA, PCI, or FedRAMP, and how they apply to customer environments and business outcomes. (Required) 5+ years of experience in security, compliance (GRC), or identity and access management, supporting enterprise customers or programs. (Required) 8+ years of experience in Customer Success, Consulting, or Strategic Account Management within a B2B SaaS company, with a strong focus on enterprise engagement and long-term customer value. (Required) Proven success managing complex enterprise relationships, including executive alignment, stakeholder navigation, and success planning across multi-product or regulated environments. Strong communication skills with the ability to confidently lead conversations with both technical and non-technical stakeholders—particularly around compliance, risk, and automation. Strategic, outcomes-driven mindset with a knack for translating compliance goals into scalable workflows and measurable impact. Proficiency with tools such as Salesforce, Catalyst (or similar CS platform), Sigma, and Jira, and a strong understanding of customer workflows and reporting. Comfortable working in a cross-functional, async-first environment, where you demonstrate trust in teammates, take ownership with humility, and move with urgency and resilience to deliver value to customers. How we support you: At Drata, our people are our strongest advantage—and we prove it with support that exceeds industry standards. Our total rewards package is designed to power your well-being, accelerate your growth, and keep your work-life balance thriving. Explore how we invest in your _. Shared Success: We provide stock equity to ensure that as the company grows, you share directly in that success. Equity gives every employee a sense of ownership and the opportunity to celebrate our wins together—because your contributions don’t just support our progress; they help drive our collective success. Health & Wellness: Up to 100% employer-paid premiums for medical, dental, and vision coverage for employees and their dependents, along with comprehensive wellness benefits and healthcare concierge services designed to support your needs beyond traditional insurance. Financial Well-being: A comprehensive suite of financial benefits, including a 401(k) plan, company-paid life and disability insurance, tax-advantaged spending accounts, and a range of discounted voluntary offerings to help you customize and strengthen your overall financial position. Family Support: We want to support you in life's most important moments, so we offer a paid Parental Leave policy, after six months of employment. Employees also receive access to Kindbody fertility and family-building benefits and dedicated leave specialists who help guide you through the entire process. Growth & Development: Generous annual stipends for both professional and personal development, empowering you to invest in your continued growth. You’ll also have access to a wide range of internal learning opportunities, ensuring you can build new skills, deepen your expertise, and advance your career with confidence. Time Off & Flexibility: We believe that to do your best work, you should get the time you need for rest, rejuvenation and recovery. Drata offers a flexible vacation policy, paid holidays, and other perks to recharge. This role will receive a competitive base salary, variable compensation, benefits, and stock, typically in the form of Restricted Stock Units (RSUs). The applicable range of On-Target Earnings (OTE) for each US-based role is based on where the employee works and is aligned to one of 3 tiers based on the cost of labor for that geographic area. The expected OTE ranges for this role are set forth below, subject to change. Tier 1: $190,000 - $234,700 Tier 2: $171,000 - $211,300 Tier 3: $152,000 - $187,700 You can view which tier applies to where you plan to work_. A variety of factors are considered when determining someone’s leveling and compensation–including a candidate’s professional background and experience. These ranges may be modified in the future and final offer amounts may vary from the amounts listed above.

Position: Temp Administrative Assistant (Tax Team) Company: CONFIDENTIAL Private Equity Firm Location: Beverly Hills (fully onsite) Pay Rate: $30-35/hour Schedule: Monday-Friday, approximately 9:00/9:30am-5:00/6:00pm Duration: Approximately 2 months (Late May through July) with potential to extend Position Summary: Our client is seeking a Temporary Administrative Assistant to support its Tax team during a leave of absence coverage. This is a highly administrative, detail-oriented role focused on document management, tracking, scanning, and general team support. Responsibilities & Duties: • Draft, review, and format business correspondence, reports, and documents using Microsoft Office and Outlook., • Handle administrative functions including payment tracking, document scanning, filing, and maintaining electronic records., • Prepare distribution packages, create FedEx labels, and update internal cash flow and tracking spreadsheets., • Upload and organize files within investor portals and electronic filing systems., • Scan tax notices, maintain trackers, and organize both hard copy and electronic documents by participant., • Provide ad hoc administrative support and assist the team with additional projects as needed. Qualifications: • Prior administrative, office support, or coordinator experience preferred., • Strong organizational skills with excellent attention to detail and follow-through., • Comfortable working with confidential information and shifting priorities in a fast-paced environment., • Proficiency with Microsoft Office Suite including Outlook, Word, and basic Excel required. We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring. California applicants, please view our Privacy Notice here: _. Career Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today. You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting _. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

Director, Talent Acquisition and Employer Branding (Human Resources) Brea, CA, United States of America $110,000.00 - $145,000.00 Summary Contract Services Group (CSG) is seeking a highly strategic yet hands-on Director of Talent Acquisition & Employer Branding to build and scale recruiting infrastructure across a growing multi-site organization. This leader will support high-volume hourly recruiting while also helping attract leadership talent across hospitality, higher education, and commercial service environments. The ideal candidate thrives in fast-paced environments, can build structure from ambiguity, and is comfortable rolling up their sleeves while serving as a strategic partner to operational leaders. Key Responsibilities Operational Ownership • Lead and develop the talent acquisition team while creating accountability and performance standards., • Build and implement recruiting systems, workflows, and technology (ATS, intake, scheduling, communication tools), • Establish hiring SLAs and accountability standards for operational leaders, • Design and execute outbound recruiting strategies for hourly workforce (field, digital, partnerships), • Develop enterprise-wide recruiting strategies for hourly, salaried, and leadership roles across multiple markets., • Partner closely with operational leaders to forecast workforce needs and support business growth., • Lead full-cycle recruitment for critical leadership roles and hard-to-fill positions when needed., • Build scalable recruiting processes that improve speed-to-fill, candidate quality, and candidate experience., • Build employer branding initiatives through social media, employee success stories, and recruitment marketing campaigns., • Strengthen CSG’s external brand presence across platforms such as LinkedIn, Indeed, Glassdoor, and other recruiting channels., • Develop recruiting metrics including time-to-fill, source effectiveness, turnover trends, and hiring manager satisfaction. Workforce Strategy • Develop labor forecasts tied to business growth, contracts, and seasonality, • Partner with operations to proactively plan hiring needs vs reactive backfills., • Educate and coach leaders on effective interviewing techniques, including behavioral-based interview questions and selection best practices., • Train hiring managers on structured interview processes to improve consistency, reduce bias, and strengthen hiring decisions., • Serve as a strategic advisor to leadership teams on talent planning, workforce strategy, and succession pipeline needs., • Develop creative sourcing strategies for frontline hourly roles across hospitality and operational environments. Quality of Hire & Retention • Develop and implement a quality-of-hire framework that evaluates new hire success based on retention, attendance, performance, reliability, culture fit, and hiring manager feedback., • Analyze early turnover trends by role, account, location, recruiter, source, shift, wage, hiring manager, and onboarding experience to identify root causes and corrective actions., • Partner with Operations and HR to define success profiles for frontline, salaried, and leadership roles, ensuring recruiting strategies align with actual job expectations, account conditions, and retention drivers., • Establish feedback loops with hiring managers, HR, and operations leaders to assess new hire performance at key intervals, including 30, 60, and 90 days., • Use retention and performance data to refine sourcing channels, screening criteria, interview questions, job previews, compensation positioning, and candidate messaging., • Partner with HR and Operations to improve first-30-day retention through stronger pre-boarding communication, realistic job previews, manager readiness, and early engagement touchpoints., • Track and report retention-related recruiting metrics, including 30/60/90-day turnover, source-of-hire retention, quality-of-hire trends, new hire no-show rates, hiring manager satisfaction, and candidate expectation alignment., • Identify patterns in regrettable turnover and develop targeted action plans to improve hiring accuracy, candidate fit, and long-term workforce stability., • Ensure recruiters and hiring managers are accountable not only for filling roles, but for delivering hires who meet performance expectations and remain successfully employed beyond early tenure milestones., • Partner with HR, and Operations to identify onboarding or training gaps that may impact early performance, engagement, or retention. Compliance & Hiring Risk Management • Ensure all recruiting and hiring practices comply with federal, state, and local employment laws, including but not limited to EEO, FCRA, I-9 requirements, and applicable wage transparency regulations (including California pay transparency laws)., • Partner closely with HR and compliance to design and maintain compliant hiring processes, including job postings, interview practices, background checks, and offer documentation., • Implement standardized, compliant workflows for candidate selection, documentation, and recordkeeping to reduce risk and ensure audit readiness., • Train and hold hiring managers accountable to compliant hiring practice WOTC Program Ownership & Optimization • Own and optimize the company’s Work Opportunity Tax Credit (WOTC) program as a measurable cost-reduction strategy, ensuring full integration into the recruiting and hiring workflow., • Establish clear ownership and accountability for WOTC execution across Talent Acquisition, onboarding, and payroll, eliminating gaps in screening, documentation, and submission., • Audit current WOTC processes to identify breakdowns in candidate screening, completion rates, and submission timelines, and implement corrective actions to maximize eligibility capture. Qualifications · Bachelor’s Degree · 7+ years of talent acquisition experience. · 3+ years of leadership experience. · High-volume hourly recruiting experience required. · Hospitality, retail, facilities services, or similar multi-unit operational experience strongly preferred. · Experience building recruiting infrastructure and processes from the ground up. · Strong executive presence with the ability to influence leaders across the organization. · Strategic mindset with strong tactical execution skills. · Employer branding and recruitment marketing experience preferred. Additional Information/ Benefits Critical features of this job are described under the previous headings. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description does not list all the duties of the job. You may be asked by supervisors to perform other nonessential assignments and duties. You will be evaluated in part based on your performance of the tasks listed in this job description. Contract Services Group, Inc. is an Equal Opportunity Employer (EOE) and strongly supports workplace diversity. All qualified applicants will be considered for employment without regard to race, sex, color, religion, sexual orientation, gender identity, gender expression, national origin, protected veteran status, or disability. Benefits: Medical Insurance, Life Insurance, Dental Insurance, Vision Insurance, Paid Vacation, Paid Sick Days, Paid Holidays, 401K/403b Plan

Manhattan West Enterprise Company (“Manhattan West”) is a seeking Wealth Advisor to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and insurance services. The Wealth Advisor will be a key member of our team and will be primarily responsible for developing and managing new client relationships. The Wealth Management Advisor will serve as the firm’s primary point of contact for a select group of private clients and will be instrumental in introducing new business development opportunities to the firm. In this essential role, you will manage client relationships, providing expert and sound financial planning advice and will liaise with all internal teams to exceed client expectations. You will be expected to help grow the firm’s book of business by effectively and efficiently managing your time working with existing clients and new prospects, while contributing to the overall success and growth of the firm. About this Position: • Full-time, Exempt, • Position can be on-site, hybrid, or remote, • Reports to the CEO Responsibilities: • Develop and manage new client relationships, including managing ongoing client communications, • Act as the primary point of contact to existing and newly onboarded clients, • Proactively engage in the development of new business and strategic networking opportunities to build out the high net worth and ultra-high net worth client base for the firm, • Implementation of financial plans including coordination of estate planning, business management, and tax strategies, • Work with the firm’s head of portfolio management to align clients’ investment strategies with their planning objectives, • Work with the firm’s various fund managers to successfully advise and allocate client funds into appropriate alternative strategies, • Must demonstrate a commitment to extraordinary client service through professional excellence and the highest ethical standards, • Candidate must be in compliance with both company policies and regulatory obligations imposed as a registered investment advisor Skills: • This role requires a highly motivated, driven and entrepreneurial personality, • Proven ability to actively pitch and onboard prospective clients, • Client-centric focus and attitude, • A team player with strong leadership skills, • Ability to succeed in a small but fast-growing entrepreneurial company Requirements: • Minimum 5-7 years experience within wealth advisory services with demonstrated ability to develop and manage client relationships and develop new business opportunities, • Manage and transition an existing book of business of a minimum $20M in AUM, • Bachelor’s Degree is required, • Must be legally authorized to work in the United States, • Successful completion of background check and pre-employment assessments, • Ability to complete the essential functions of the job with or without reasonable accommodation Preferences: • Certified Financial Planner™ designation is preferred but not required Compensation: • This is an incentive-based compensation position. As such, total compensation will vary based on individual performance. Compensation consists of a draw and incentive-based earnings, with no cap on total compensation potential. Featured Benefits: • Medical, vision and dental insurance, • 401(k) plan + match, • Stock market holidays + Unlimited PTO, • Other fringe benefits as are made available to other similarly situated employees Manhattan West is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Manhattan West is committed to hiring practices that are free from unlawful discrimination. Manhattan West strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered persons, including interns, by co-workers, supervisors, managers, or third parties on the basis of a person's race, color, age (40 or older), religious creed, religious belief, observance, and practice, dress or grooming practices, national origin, ancestry, physical disability, mental disability, medical condition including any cancer-related physical or mental health impairment from a diagnosis, record, or history of cancer, a genetic characteristic genetic information including information about an individual's genetic tests, family members' genetic tests, family members' diseases or disorders, an individual's or family member's receipt of, or request for, genetic services, participation by an individual or their family member in clinical research that includes genetic services, marital status, sex, pregnancy, childbirth, breast feeding, medical conditions related to pregnancy, childbirth, or breast feeding, gender, gender expression, meaning a person's gender-related appearance or behavior, the perception of such appearance or behavior, whether or not stereotypically associated with the person's sex at birth, gender identity, meaning a person's internal understanding of their gender, or the perception of a person's gender identity, which may include male, female, a combination of male and female, neither male or female, a gender different from the person's sex assigned at birth, or transgender, sexual orientation including heterosexuality, homosexuality, bisexuality, military or veteran status, including past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.

Tax Accountant Athletes and entertainers generate a lifetime of earnings over a short period of time. Managing those earnings is critical for their financial security now and in the future. For more than 30 years, OFS has helped athletes and celebrities manage their wealth—from the signing of their first contract through retirement and beyond. As an independent wealth management office, we pride ourselves on helping clients understand their finances, so they can enjoy the lifestyle they have worked so hard to earn. We are looking for a meticulous self-starter to join OFS as a Senior Tax Advisor in McLean, VA. In this role, you will prepare returns for some of the world's best athletes. A hybrid work schedule is available for this position outside of tax season. If you are comfortable with routine and value stability in your role, we want to hear from you. Roles & Responsibilities: • Research, plan and prepare US individual and business income tax returns, • Collect and organize clients' tax documents, • Complete initial input and review of tax information in tax software, • Advise clients on how to minimize tax liability and notify them of any tax changes, • Support compliance with taxing agency requirements, • Respond to federal and state notices and assist in government audits, • Participate in tax analysis and research projects and administrative tasks, as assigned Skills and Qualifications: • Bachelor’s degree required, preferably in finance or accounting, • Financial certification (CPA/EA) strongly preferred, • Broad knowledge and understanding in individual tax preparation, preferably with multi-state experience, • Must be methodical, thorough and organized, • Excellent written and oral communication skills, • Strong customer service skills, • Advanced Microsoft Excel and Word skills, • Experience with CCH Axcess or any other tax software a plus, • Excellent interpersonal skills to work cooperatively with colleagues at all levels inside and outside the organization, • Ability to exercise good judgment and discretion, especially regarding sensitive or confidential client and organizational matters. For consideration please submit your résumé and cover letter on-line at www.octagon.com in the “Careers” section. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. OFS is proud to be an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status. We make our careers website accessible to any and all users. If you need an accommodation to participate in the application process, please contact us at JobAppAccommodation@ipgdxtra.com. This email address is not for general employment inquiries or vendors; rather it is for applicants who require special assistance accessing our employment website. Due to volume, messages sent to this email address that are not related to an accommodation cannot be answered. We make our careers website accessible to any and all users. If you need an accommodation to participate in the application process, please contact us at _. This email address is not for general employment inquiries or vendors; rather it is strictly for applicants who require special assistance accessing our employment website. Due to volume, messages sent to this email address that are not related to an accommodation cannot be answered.

Our Mission & Values: At Drata, we help companies earn and keep the trust of their users, customers, partners, and prospects. We’re the proof layer that shows great companies deserve the trust they aim to build. We live our values every day. Built on Trust means consistency is everything. Act with Integrity by always doing the right thing. Being Customer-Obsessed keeps the people we serve at the center of our work. Competitive Fire drives us to push ourselves harder than anyone else. Diversity brings unique perspectives that lead to better solutions. Automation First ensures we save time and money by making efficiency a priority. Our Culture & Work Style 🚀 At Drata, we’re not just building software - we’re building a mindset. Everything we do springs from: Be a Driver (Owner‑Operator Mentality): Own your work. Improve relentlessly. Deliver results. Move at Drata Speed (Precision & Velocity): Fast decisions. Quick learning. Immediate impact. Stay Mission-Driven (Customer‑Obsessed): Challenge assumptions. Deliver value. Stay hungry. If you thrive when you’re empowered, energized, and working with smart, mission-driven people where you’ll feel at home here. Why Join The Drata Team? The best way to understand the Driver’s Mindset is to see it in action. We’re an award-winning, mission-driven team of 600+ people worldwide, united by a culture that values trust, speed, and continuous growth. _ Watch our CEO, Adam Markowitz, discuss the hyper-growth journey, from $0 to $100M ARR in just four years _: Explore our "Life at Drata" page for employee testimonials on our collaborative and the growth opportunities available. _: See why we are consistently recognized on Fortune's Best Workplaces lists. Connect with Us on Socials: _ - follow us for company updates, employee stories, and career news. Job Summary: As a Senior Enterprise Customer Success Manager at Drata, you’ll be at the forefront of helping global companies build trust at scale. You’ll work with our largest and most regulated customers—advising on complex compliance programs and turning Drata into a strategic pillar of their security posture. This is a high-impact, high-visibility role where you’ll own executive relationships, shape long-term success plans, and guide customers through frameworks like SOC 2, ISO 27001, HIPAA, and FedRAMP. More than just a CSM, you’ll be a partner in your customers’ growth—connecting product capabilities to real business outcomes and influencing how they scale securely. We’re looking for someone who is driven by purpose, motivated by outcomes, and grounded in trust and accountability. At Drata, you’ll join a mission-led team that moves with urgency, leads with humility, and builds with intention. You won’t just support customers—you’ll help shape the future of compliance automation alongside some of the most thoughtful and driven minds in SaaS. What you’ll do: Lead strategic relationships with enterprise customers—earning executive trust and becoming a go-to advisor on compliance program success Drive outcomes, not just adoption—develop success plans, track KPIs, and proactively identify risks and opportunities for growth Guide customers through frameworks like SOC 2, ISO 27001, HIPAA, PCI, and FedRAMP—ensuring they get more than checkboxes: real, measurable progress Own key moments across the customer journey—from onboarding to renewal—with health checks, QBRs, and tailored Mutual Action Plans Translate voice of the customer into action—partnering cross-functionally with Product, Engineering, Sales, and Support to influence roadmap and remove friction Champion continuous improvement—both in how our customers scale securely and in how we scale our own processes, playbooks, and strategies Promote what’s next—drive adoption of new features and ensure Drata continues to evolve alongside each customer’s business What you’ll bring: Deep understanding of compliance frameworks such as SOC 2, ISO 27001, HIPAA, PCI, or FedRAMP, and how they apply to customer environments and business outcomes. (Required) 5+ years of experience in security, compliance (GRC), or identity and access management, supporting enterprise customers or programs. (Required) 8+ years of experience in Customer Success, Consulting, or Strategic Account Management within a B2B SaaS company, with a strong focus on enterprise engagement and long-term customer value. (Required) Proven success managing complex enterprise relationships, including executive alignment, stakeholder navigation, and success planning across multi-product or regulated environments. Strong communication skills with the ability to confidently lead conversations with both technical and non-technical stakeholders—particularly around compliance, risk, and automation. Strategic, outcomes-driven mindset with a knack for translating compliance goals into scalable workflows and measurable impact. Proficiency with tools such as Salesforce, Catalyst (or similar CS platform), Sigma, and Jira, and a strong understanding of customer workflows and reporting. Comfortable working in a cross-functional, async-first environment, where you demonstrate trust in teammates, take ownership with humility, and move with urgency and resilience to deliver value to customers. How we support you: At Drata, our people are our strongest advantage—and we prove it with support that exceeds industry standards. Our total rewards package is designed to power your well-being, accelerate your growth, and keep your work-life balance thriving. Explore how we invest in your _. Shared Success: We provide stock equity to ensure that as the company grows, you share directly in that success. Equity gives every employee a sense of ownership and the opportunity to celebrate our wins together—because your contributions don’t just support our progress; they help drive our collective success. Health & Wellness: Up to 100% employer-paid premiums for medical, dental, and vision coverage for employees and their dependents, along with comprehensive wellness benefits and healthcare concierge services designed to support your needs beyond traditional insurance. Financial Well-being: A comprehensive suite of financial benefits, including a 401(k) plan, company-paid life and disability insurance, tax-advantaged spending accounts, and a range of discounted voluntary offerings to help you customize and strengthen your overall financial position. Family Support: We want to support you in life's most important moments, so we offer a paid Parental Leave policy, after six months of employment. Employees also receive access to Kindbody fertility and family-building benefits and dedicated leave specialists who help guide you through the entire process. Growth & Development: Generous annual stipends for both professional and personal development, empowering you to invest in your continued growth. You’ll also have access to a wide range of internal learning opportunities, ensuring you can build new skills, deepen your expertise, and advance your career with confidence. Time Off & Flexibility: We believe that to do your best work, you should get the time you need for rest, rejuvenation and recovery. Drata offers a flexible vacation policy, paid holidays, and other perks to recharge. This role will receive a competitive base salary, variable compensation, benefits, and stock, typically in the form of Restricted Stock Units (RSUs). The applicable range of On-Target Earnings (OTE) for each US-based role is based on where the employee works and is aligned to one of 3 tiers based on the cost of labor for that geographic area. The expected OTE ranges for this role are set forth below, subject to change. Tier 1: $190,000 - $234,700 Tier 2: $171,000 - $211,300 Tier 3: $152,000 - $187,700 You can view which tier applies to where you plan to work_. A variety of factors are considered when determining someone’s leveling and compensation–including a candidate’s professional background and experience. These ranges may be modified in the future and final offer amounts may vary from the amounts listed above.

Flock Safety is the leading safety technology platform, helping communities thrive by taking a proactive approach to crime prevention and security. Our hardware and software suite connects cities, law enforcement, businesses, schools, and neighborhoods in a nationwide public-private safety network. Trusted by over 5,000 communities, 4,500 law enforcement agencies, and 1,000 businesses, Flock delivers real-time intelligence while prioritizing privacy and responsible innovation. We’re a high-performance, low-ego team driven by urgency, collaboration, and bold thinking. Working at Flock means tackling big challenges, moving fast, and continuously improving. It’s intense but deeply rewarding for those who want to make an impact. With nearly $700M in venture funding and a $7.5B valuation, we’re scaling intentionally and seeking top talent to help build the impossible. If you value teamwork, ownership, and solving tough problems, Flock could be the place for you. Flock Safety is seeking an experienced and passionate UAS Flight Test Engineer to join our team dedicated to advancing Drone as First Responder (DFR) programs. The ideal candidate will play a crucial role in building out and conducting technical testing of different necessary components for DFR systems. In addition to this the candidate will be piloting drones, supporting logistics, and conducting research and development to enhance our DFR capabilities. This position offers a unique opportunity to contribute to cutting-edge technology that saves lives and improves public safety. This position is an on-site position in our facilities located in Atlanta, GA and will require up to 25% domestic travel. The Flight Test Engineer will be an individual contributor responsible for ensuring the reliability and performance of our drone systems, and providing critical insights and improvements for our technology. FAA Part 107 Remote Pilot Certificate: Required to operate drones for commercial purposes. Hardware integration experience: Understanding of standard steps for assessing a new component for integration into a larger system. Preferably into an aircraft. Software familiarity: Ability to work with custom software through a terminal interface. Preferred experience in Python for the ability to write and modify custom testing applications. Strong Problem-Solving Skills and Attention to Detail: Ability to efficiently identify issues, troubleshoot, and implement effective solutions. Strong Research Skills: Ability to stay current on emerging drone technologies and industry best practices. Effective Communicator: Ability to convey technical information clearly to various stakeholders. Physical Stamina: Ability to stand and be on your feet for extended periods during testing, field operations, and maintenance tasks. Capable of lifting and transporting equipment and hardware weighing up to 55 lbs. Travel and Outdoor Work: Ability to travel as required for testing, training, and operational missions (estimated 25% travel). Ability to work outdoors over 70% of the time. Independent and Collaborative Work: Ability to work independently and collaboratively in a startup team environment. Customer-Focused Mindset: Ability to support internal and external stakeholders effectively. Feeling uneasy that you haven’t ticked every box? That’s okay; we’ve felt that way too. Studies have shown women and minorities are less likely to apply unless they meet all qualifications. We encourage you to break the status quo and apply to roles that would make you excited to come to work every day. We prescribe to 90-day plans and believe that good days, lead to good weeks, which lead to good months. This serves as a preview of the 90 day plan you will receive if you were to be hired in this role at Flock Safety. The First 30 Days Meet the team you will be working with and learn about the safety procedures and flight testing environment for your location Review current standard testing procedures and documentation Learn about current equipment, aircraft, and systems Demonstrate UAS piloting capabilities and become a confident Pilot in Command with Flock aircraft The First 60 Days Identify ways to improve current integration and testing efforts, and develop plans for those improvements Begin effectively communicating test results to team members and other stakeholders Display appropriate problem-solving and risk management skills in line with more sophisticated tasks and experimental endeavors 90 Days & Beyond Contribute more broadly to testing write-ups, and be confident in your ability to generate reports based on longer-term accrued testing data Contribute continuously to the testing and evaluation of new integrations and systems In this role, you’ll receive a starting salary between $70,800 and $97,350 as well as Flock Safety Stock Options. Base salary is determined by job-related experience, education/training, as well as market indicators. Your recruiter will discuss this in-depth with you during our first chat. 🌴Flexible PTO: We seriously mean it, plus 11 company holidays. ⚕️Fully-paid _ plan for employees: including Medical, Dental, and Vision and an HSA match. 👪Family Leave: All employees receive 12 weeks of 100% paid parental leave. Birthing parents are eligible for an additional 6-8 weeks of physical recovery time. 🍼Fertility & Family Benefits: We have partnered with _, a complete digital health benefit for starting and raising a family. Flock will provide a $50,000-lifetime maximum benefit related to eligible adoption, surrogacy, or fertility expenses. 🧠Spring Health: Spring Health offers a variety of mental health benefits, including therapy, coaching, medication management, and digital tools, all tailored to each individual's needs. 💖Caregiver Support: We have partnered with _ to provide our employees with caregiver support 💸Carta Tax Advisor: Employees receive 1:1 sessions with Equity Tax Advisors who can address individual grants, model tax scenarios, and answer general questions. 💚ERGs: We want all employees to thrive and feel like they belong at Flock. We offer three ERGs today - Women of Flock, Flock Proud, and Melanin Motion. If you are interested in talking to a representative from one of these, please let your recruiter know. 💻WFH Stipend: $150 per month to cover the costs of working from home. 📚Productivity Stipend: $250 per year to use on Audible, Calm, Masterclass, Duolingo, Grammarly and so much more. 🏠Home Office Stipend: A one-time $750 to help you create your dream office. Flock is an equal opportunity employer. We celebrate diverse backgrounds and thoughts and welcome everyone to apply for employment with us. We are committed to fostering an environment that is inclusive, transparent, and collaborative. Mutual respect is central to how Flock operates, and we believe the best solutions come from diverse perspectives, experiences, and skills. We embrace our differences and know that we are stronger working together. If you need assistance or an accommodation due to a disability, please email us at recruiting@flocksafety.com. This information will be treated as confidential and used only to determine an appropriate accommodation for the interview process. At Flock Safety, we compensate our employees fairly for their work. Base salary is determined by job-related experience, education/training, as well as market indicators. The range above is representative of base salary only and does not include equity, sales bonus plans (when applicable) and benefits. This range may be modified in the future. This job posting may span more than one career level. Flock Safety is aware of fraudulent individuals and agencies falsely claiming to represent our company. All legitimate communication from Flock Safety will come from an email address ending in @. We do not make job offers through messaging apps, social platforms, or unauthorized third parties, and we will never request payment or sensitive personal information during the hiring process. If you encounter suspicious outreach related to a Flock Safety role, please report it to

Marqeta is hiring for a Group Product Manager – Fraud role to join the Risk, Fraud and Disputes Team. As a Senior Product Leader, you will own the entire Real Time Decisioning product suite and 3D Secure authentication solutions. You will be in charge of challenging the status quo and creating a revolutionary suite of fraud management and authentication products at Marqeta. You will strike the right balance between stopping fraud, enhancing security, and protecting legitimate transactions — all while minimizing customer friction. You will be an experienced AI leader with a deep understanding of AI, fraud product development, and modern authentication protocols. You will partner with a diverse set of teams including engineering, data scientists, risk operations, legal, GTM and marketing. We work . This role can be performed remotely in the United States, only in one of our Premium or National locations, which you can review . The Impact You’ll Have • Define and execute a clear, actionable strategy that aligns with the company's overall growth objectives, • Lead and inspire others with a compelling product vision and roadmap, driving alignment and seeking consensus among leadership, peers, and teams, • Deeply understand fraud, risk, and authentication ecosystems to identify the impact of initiatives or features across the platform. This includes understanding the competitive landscape, AI-based fraud tools, rules-based fraud engines, EMV 3DS specifications, issuer and merchant requirements, and strong customer authentication (SCA) requirements — particularly for regulatory compliance like PSD2 in Europe, • Develop AI-powered products and frictionless authentication solutions that directly address customer pain points, balance security with user experience, and drive business outcomes. Work cross-functionally to ensure optimal implementation and customer success, • Own the complete P&L for your suite of products and drive the adoption and optimization of Real Time Decisioning and 3D Secure solutions — balancing fraud prevention, authentication approval rates, customer experience metrics, regulatory compliance, and financial outcomes, • Collaborate across customer-facing and technical teams to collect inputs for prioritization of features, including value, effort, usability, and priority, • Create well-defined Product Requirement Documents focusing on customer and business value and defining metrics to quantify success, • Act as technical advisor to educate and evangelize features with customers via meetings, presentations, and other forums, • Collaborate with go-to-market partners to develop product collateral, presentations, trainings, and other tools to bring products to customers and prospects, • Leverage hands-on AI and prototyping skills to rapidly validate product concepts, build proof-of-concept models, and accelerate the path from idea to production, • Stay current on the latest AI/ML research, foundation models, and tooling — and proactively identify opportunities to embed AI capabilities across the Risk Decisioning and 3D Secure product suites Who You Are • 10+ years in product management roles designing and delivering fraud, risk, and/or authentication solutions that have delighted customers and driven business growth, • Proven track record of setting vision and strategy for a portfolio of products and translating it into a roadmap with rigorous end-to-end execution, • Experience recruiting and growing top talent and building high-performing teams, with strong EQ and leadership skills, • Passion for AI, demonstrated through hands-on building, prototyping, or side projects, and a habit of staying current on the latest research, models, and tools, • Fluency with modern prototyping tools (e.g., Cursor, Replit, Claude Code) and the ability to use them to rapidly explore and validate product ideas, • Strong written and verbal communication skills with a talent for precise articulation of customer problems for both technical and business audiences, • "Roll up your sleeves" mentality to make your products and team successful, seeking root causes, assigning ownership, and driving accountability to get things done Nice-To-Haves • Strong understanding of the payment industry ecosystem: card brand regulations, ISO 8583, EMV, and digital wallets, • Deep knowledge of 3D Secure protocols (especially EMV 3DS 2.x), card network authentication programs, and regulatory requirements like PSD2's Strong Customer Authentication (SCA) mandates, • Knowledge of biometric authentication methods, tokenization, and modern identity verification techniques, • Experience applying machine learning or AI models in production fraud or authentication systems Compensation and Benefits Marqeta is a Flex First company which allows you to choose your best working environment, whether that be from home or at a company office. To support Flex First, we calibrate pay to a competitive value according to working location. Compensation is aligned according to three tiers within the United States: • National: A baseline tier that applies to most of the geographic territory of the United States., • Premium: Slightly elevated from the National tier, and oriented toward a narrower set of higher cost-of-living areas, such as Los Angeles CA and Seattle WA, • Premium Plus: A tier for the most expensive working areas, like the San Francisco Bay area and New York City. Visit _ or consult with a Recruiter to determine which tier would be applicable to you. When determining salaries, we consider several factors including, but not limited to, skills, prior experience, and work location. The new-hire base salary range for this position is: • National: $174,700 - $218,400, • Premium: $189,000 - $236,300 We also believe in recognizing the contributions of our people. That's why we award annual bonuses to eligible employees, rewarding both individual performance and the success of the entire company. Along with monetary compensation, Marqeta offers • Multiple health insurance options, • Flexible time off – take what you need, • Retirement savings program with company contribution and after tax contributions, • Equity in a publicly-traded company and an Employee Stock Purchase Program, • Family-forming benefits, fertility support, and up to 20 weeks of Parental Leave, • Free therapy sessions, financial and professional coaching, and legal advice, • Monthly stipend to support our remote work model, • Annual “development dollars” to support our people growth and development, • Through Flex First, the freedom to live and work wherever you and your family thrive About Marqeta Marqeta is on a mission to change the way money moves. We’re one of the earliest enablers of embedded finance, a market opportunity sized up in the trillions. Our card issuing platform provides unprecedented flexibility and control for companies to issue cards, authorize transactions, and manage payment operations in real time. Marqeta is powering the most well known brands in the new economy (Block, Cash App, Affirm, Instacart, Doordash, Uber, Walmart, etc). You don’t need to be a Payments expert to join the Marqeta Team, let us help you with that. This is the opportunity of a lifetime to work with innovators around the world and unlock equitable financial access for all. Marqeta’s Values – Solve for the Customer: With a deep understanding of our customers' business and empathy for their needs, we deliver products and services that drive their success. Earning and keeping their trust guides everything we do. – Do What's Right: Knowing businesses and livelihoods depend on us, we pursue solutions that disrupt responsibly and deliver high-quality results that our customers count on. We own our work from start to finish. – Simplify and Innovate: We approach challenges with curiosity and take smart risks. Innovation comes from finding better, simpler ways to achieve extraordinary outcomes. – Win as a Team: We succeed together by embracing diverse perspectives and pushing each other to raise the bar. We lead with humility and set aside hierarchy to work as a team. – Make it Count: We drive forward with focus and agility. With a sense of urgency and purpose, we get the job done, and done right. Equal Employment Opportunity, Accommodations and Privacy Marqeta is an equal opportunity employer committed to an inclusive workplace that fosters belonging. We do not discriminate based on race, color, religion, sex (including pregnancy, lactation, childbirth, or related medical conditions), veteran status or uniformed service member status, age, national origin or ancestry, citizenship or immigration status, physical or mental disability, gender identity, gender expression, sexual orientation, genetic information (including testing or characteristics) or any other characteristic protected by applicable law. We also consider qualified applicants with criminal histories, consistent with legal requirements. Marqeta endeavors to make reasonable accommodations for applicants with disabilities. If you are an individual with a disability and require a reasonable accommodation to submit this application, complete any pre-employment testing, or otherwise participate in the employee selection process, please submit _ with your specific accommodation request. Personal data that is provided as part of the application and recruitment process is processed in accordance with the. Additional information for California residents can be found .

The Customer Success Manager (CSM) is accountable for an assigned portfolio of clients and their engagement processes and solution delivery through all phases of on-boarding and implementation. The CSM may also be accountable for project management support of existing accounts or implementation management of new accounts or expansions within current accounts. The CSM serves as a Trusted Advisor to clients by understanding the client’s goals, planning, and controlling delivery, mitigating risks and constraints, and expertly communicating internally and with clients to meet or exceed client requirements. The CSM develops successful client partnerships that result in high client satisfaction, retention, and growth. Through influential leadership in a matrixed environment, the CSM builds and leads diverse high-performing teams across Vatica Health, the client, and vendor partners. The CSM makes significant contributions to client engagement and solution delivery best practices. Responsibilities • Serve as a Trusted Advisor and directly lead or support client relationships, engagement, and implementation delivery, • Identify and develop partnership opportunities with clients; document client requirements, success criteria, and supporting solutions in contract documents, • Develop and execute detailed on-boarding/implementation plans and communication plans including client metrics of success and risk identification and mitigation, in partnership with clients, operational partners, and vendor partners, • Build power point decks for client presentations (QBR’s, kick offs, status meetings), • Facilitate joint client-Vatica Health leadership committees to ensure senior leadership alignment, long-term planning and development, strategic and tactical account and implementation review, and effective escalation and issue resolution, • Deliver successful client partnerships that result in high client satisfaction, retention, and growth, • Forecast and track key account metrics (e.g. visit activity, provider adoption, sales stats), • Lead, through influence in a matrixed environment, teams comprised of members from Vatica Health functional groups, the client, and vendor partners, • Deliver and ensure client training on Vatica Health tools, processes, and reports, • Support operational and financial plans and maintain actuals and forecasts, • Serve as the Voice of Client by seeking ad-hoc and formalized feedback to gauge client satisfaction and identify areas for engagement, tool, and solution improvement, • Design and develop best practices in client engagement and implementation to deliver industry-leading client experience, • 4+ years in a healthcare client facing role with progressive experience, • 4+ years leading complex projects, • Healthcare experience required; required experience in Risk Adjustment, Quality of Care, • Strong project performance analysis and strategic power point deck building skills, • Outstanding customer service skills, • Experience organizing, analyzing and presenting data, • Strong ability to learn at a fast pace, apply knowledge and be consultative., • Strong computer (including Microsoft Office), grammar and multi-tasking skills, • Strong attention to detail, time management, and decision-making skills, • Ability to work with significant independence and minimal supervision, • Ability to travel during the week WORKING AT VATICA HEALTH ADVANTAGES Prosperity • Competitive salary based on your experience and skills – we believe the top talent deserves the top dollar, • Bonus Potential (based on role and is discretionary) – if you go above and beyond, you should be rewarded, • 401k plans– we want to empower you to prepare for your future, • Room for growth and advancement- we love our employees and want to develop within Good Health • Comprehensive Medical, Dental, and Vision insurance plans, • Tax-free Dependent Care Account, • Life insurance, short-term, and long-term disability Happiness • Excellent PTO policy (everyone deserves a vacation now and then), • Great work-life balance environment- We believe family comes first!, • Strong supportive teams- There is always a helping hand when you need it The salary for a position is typically determined by multiple factors such as the individual's qualifications, experience, skills, and location. The projected compensation range for the position may vary based on these factors and could range from $85,000 to $120,000(annualized USD). However, this estimate represents just one aspect of our total compensation package offered.

What We Do Milliman IntelliScript is a group of a few hundred experts in fields ranging from actuarial science to information technology to clinical practice. Together, we develop and deploy category-defining, data-driven, software-as-a-service (SaaS) products for a broad spectrum of insurance, health IT and life sciences clients. We are a business unit within Milliman, Inc., a respected consultancy with offices around the world. IntelliScript attracts top candidates with its innovative, collaborative, and entrepreneurial atmosphere focused on excellence, outstanding customer service, balance, and transparency. Everyone’s opinion counts here, and we motivate each other to explore our full and varied potential. Our steady growth means there are ongoing opportunities for you to expand your skills, take on new responsibilities, and advance in your career. Our team is smart, down-to-earth, and ready to listen to your best ideas. We reward excellence and offer competitive compensation and benefits. Visit our for a closer look at our company, and learn more about our cultural values . Milliman invests in skills training and career development and gives all employees access to a variety of learning and mentoring opportunities. Our growing number of Milliman Employee Resource Groups (ERGs) are employee-led communities that influence policy decisions, develop future leaders, and amplify the voices of their constituents. We encourage our employees to give back to their varied professions, including leadership in professional organizations. Please visit our _ to learn more about Milliman’s commitments to our people, diversity and inclusion, social impact, and sustainability. What this position entails IntelliScript’s Data has been a key part of our success and is critical to our future. In this position as a Staff Data Engineer of IntelliScript’s Data Platform, you will be a trusted advisor across leadership and engineering team, responsible for technical decisions. You will ensure data systems work together across our hybrid environments with a focus on scale and performance. You will lead technical and architecture decisions in collaboration with architecture and data engineering teams while ensuring compliance with industry-leading data privacy standards. What you will be doing • Acts as a subject matter expert and thought leader within the Data Platform Domain, • Data Strategy: Serves as a thought leader in data processing design and implementation, defining advanced structure for moving, storing, and maintaining high-quality data, • Team Leadership: Leads projects by managing timelines, coordinating teams, and communicating project statuses. Influences organizational direction through effective leadership and strategic collaboration, • Data Governance and Security: Serves as a subject matter expert on governance standards, continuously aligning data practices with evolving industry best practices and requirements, • Project Management and Scope of Work: Contributes to defining the overall vision and strategy for data engineering within the organization, ensuring alignment with organizational goals and long-term objectives, • Results Orientation: Establishes visionary goals, advises on strategic plans, employs advanced monitoring, influences high-level stakeholders, and delivers transformative results, • Data Platform: Expansion of our Data Warehouse(s) and Lakehouse solutions for a healthcare data focused enterprise, • Data Governance: Configuring and maintaining unity catalog to enable enterprise data lineage, data quality, auditability and data stewardship, • Data Security: Building out Data Security protocols and best practices including the management of identified and de-identified (PHI/PII) solutions, • Access Management: Always ensure a policy of least privilege is followed for anything being implemented, • External Data Products: Building data solutions for clients while upholding the best standards for reliability, quality, and performance, • ETL: Building solutions within Delta Live Tables and automation of transformations, • Medallion Architecture: Building out performant enterprise-level medallion architecture(s), • Streaming and Batch Processing: Building fit-for-purpose near real-time streaming and batch solutions, • Large Data Management: Building out performant and efficient enterprise solutions for internal and external users for both structured and unstructured healthcare data, • Platform Engineering: Building out Infrastructure as Code using Terraform and Asset Bundles, • Costs: Working with the business to build cost effective and cost transparent Data solutions, • Pipeline/ETL Management: You will help architect, build, and maintain robust and scalable data pipelines, monitoring, and optimizing performance, • Experience working with Migration tools i.e. Fivetran, AWS technologies and custom solutions, • Identify and implement improvements to enhance data processing efficiency, • Design and implement reliable and resilient Event Driven data processing, • Experience with building out effective pipeline monitoring solutions, • Build the infrastructure required for optimal extraction, transformation, and loading of data from a wide variety of data sources using SQL, Delta Live Tables, Python, Scala, and cloud-based ‘big data’ technologies, • API Development: Drive our design and implementation of internal APIs for integrating data between different systems and applications, • Integration with external systems utilizing API driven processes to ingest data, • Develop APIs built on top of datasets for internal systems to consume data from Databricks, • Experience integrating with external APIs including but not limited to Salesforce, Financial systems, HR systems and other external systems, • Data Modeling: Lead design, implementation, and maintenance of standards based (FHIR, OMOP, etc.) and efficient data models for both structured and unstructured data, • Assemble large, complex data sets that meet functional and non-functional business requirements, • Develop and maintain data models, ensuring they align with business objectives and data privacy regulations, • Collaboration: Partner internally and externally with key stakeholders to ensure we are providing meaningful, functional, and valuable data, • Effectively work with Data, Development, Analysts, Data Science, and Business team members to gather requirements, propose, and build solutions, • Communicate complex technical concepts to non-technical stakeholders and provide guidance on best practices, • Ensure that technology execution aligns with business strategy and provides efficient, secure solutions and systems, • Gather requirements and build out project plans to implement those requirements with forecasted efforts to implement, • Processes and Tools: Identify, design, and implement internal process improvements: automating manual processes, optimizing data delivery, re-designing infrastructure for greater scalability, etc., • Build analytics tools that utilize the data pipeline to provide actionable insights into operational efficiency and other key business performance metrics, • Create data tools for clinical, analytics and data scientist team members that assist them in building and optimizing our product into an innovative industry leader, • Lead investigation of new tooling, develop implementation plans, and deployment of necessary tooling What we need • 15+ years of relevant experience in design, development, and testing of Data Platform solutions, such as Data Warehouses, Data Lakes, and Data Products, • Expert level experience working in Databricks and AWS, • Expert level experience working in both relational and non-relational databases such as SQL Server, PostgreSQL, DynamoDB, DocumentDB, • Experience managing and standardizing clinical data from structured and unstructured sources, • Experience building and managing solutions on AWS, • Expert knowledge in healthcare standards including FHIR, C-CDA, and traditional HL7, • Expert knowledge in clinical standards/ontologies including ICD10/SNOMED/NDC/LOINC/Rx Norm, • Expert in building out data models, data warehouses, designing of data lakes for enterprise and product use cases, • Familiarity with designing and building APIs, ETL and data ingestion processes and utilization of tools to support enterprise solutions, • Experience in performance tuning, query optimization, security, monitoring, and release management, • Experience working with and managing large, disparate, identified and de-identified data sets from multiple data sources, • Experience with building and deploying IAC using terraform, asset bundles and GitHub, • Experience collaborating with Data Science teams and building AI based solutions to drive efficiencies and business value What you bring to the table • Demonstrated “let’s find a way to do it” attitude – no task is too big or too small, • Effective collaboration and communication across multiple technical and non-technical disciplines, • Comfortable working through ambiguous situations, • Able to teach & mentor others on new/emerging technologies, • Customer obsessed with a business-centric focus, • Able to understand both strategic and tactical needs and balance appropriately, • Driven, thorough and self-directed, • Able to lead through influence and persuasion, • Curiosity to explore industry trends and drive the organization to utilize fit for purpose solutions Wish list • Bachelor's degree or master's degree in computer science, data engineering or related field, • Health and Life Insurance business experience, • Professional level solution architecture certification in AWS Location The expected application deadline for this job is June 30, 2026. This position is open to remote work. Applicants must be willing to travel to the Milliman office in Brookfield, WI as needed and travel nationwide for meetings, conferences, and team events. Compensation The overall salary range for this role is $131,600 - $249,780. For candidates residing in: • Alaska, California, Connecticut, Illinois, Maryland, Massachusetts, New Jersey, New York City, Pennsylvania, Virginia, Washington, or the District of Columbia the salary range is $151,340 - $249,780., • All other locations the salary range is $131,600 - $217,200. A combination of factors will be considered, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, etc. Benefits We offer a comprehensive benefits package designed to support employees’ health, financial security, and well-being. Benefits include: • Medical, Dental and Vision – Coverage for employees, dependents, and domestic partners, • Employee Assistance Program (EAP) – Confidential support for personal and work-related challenges, • 401(k) Plan – Includes a company matching program and profit-sharing contributions, • Discretionary Bonus Program – Recognizing employee contributions, • Flexible Spending Accounts (FSA) – Pre-tax savings for dependent care, transportation, and eligible medical expenses, • Paid Time Off (PTO) – Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis, • Holidays – A minimum of 10 paid holidays per year, • Family Building Benefits – Includes adoption and fertility assistance, • Paid Parental Leave – Up to 12 weeks of paid leave for employees who meet eligibility criteria, • Life Insurance & AD&D – 100% of premiums covered by Milliman, • Short-Term and Long-Term Disability – Fully paid by Milliman Equal Opportunity All qualified applicants will receive consideration for employment, without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran.

About the Role We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net-worth clients for our client, a well-known and respected MFO in Los Angeles. You’ll play a pivotal role in overseeing diverse financial needs, including trust administration, fiduciary services, tax coordination, and investment performance. With a focus on both retention and growth, you’ll work collaboratively across departments to provide holistic wealth management solutions tailored to clients’ unique situations. **This role does not require a portable book of established business. There are clients ready for you to work with and expand upon! Key Responsibilities • Client Relationship Management: Oversee trusts, estates, and investment accounts, ensuring compliance with fiduciary regulations and seamless white-glove client service., • Legal and Financial Expertise: Apply a working knowledge of legal documents and fiduciary laws, including trust agreements, powers of attorney, and community property issues., • New Business Development: The ability to leverage your network of legal, accounting, and other professionals to cultivate new client relationships in a very organic way to meet revenue goals., • Collaboration Across Teams: Partner with investment, tax, real estate, and operations teams to deliver comprehensive client solutions., • Client Engagement: Conduct regular client meetings, performance reviews, and account updates to provide personalized financial advice., • Leadership: Supervise and mentor junior colleagues to ensure exceptional service delivery and shape the advisors of tomorrow. Ideal Candidate Profile • Education: Bachelor’s degree required; advanced degrees (JD, MBA) or certifications (CTFA, CFP, CFA, CPA) strongly preferred., • Experience: 10-15+ years in wealth management., • Skills: Exceptional knowledge of trust administration, estate planning, and the custom financial needs of high-net-worth clients. Strong leadership and interpersonal skills., • New Business Development Experience: We’re looking for professionals who understand the long, relationship-driven sales cycle required to attract and engage UHNW individuals and families., • Mindset: Driven by collaboration, client-centric solutions, and a passion for excellence. What We Offer • A collaborative, supportive environment with a strong focus on client success., • Opportunities to work with an exclusive clientele and expand your professional network., • The ability to make a tangible impact on clients’ long-term financial legacies.

Our Mission & Values: At Drata, we help companies earn and keep the trust of their users, customers, partners, and prospects. We’re the proof layer that shows great companies deserve the trust they aim to build. We live our values every day. Built on Trust means consistency is everything. Act with Integrity by always doing the right thing. Being Customer-Obsessed keeps the people we serve at the center of our work. Competitive Fire drives us to push ourselves harder than anyone else. Diversity brings unique perspectives that lead to better solutions. Automation First ensures we save time and money by making efficiency a priority. Our Culture & Work Style 🚀 At Drata, we’re not just building software - we’re building a mindset. Everything we do springs from: Be a Driver (Owner‑Operator Mentality): Own your work. Improve relentlessly. Deliver results. Move at Drata Speed (Precision & Velocity): Fast decisions. Quick learning. Immediate impact. Stay Mission-Driven (Customer‑Obsessed): Challenge assumptions. Deliver value. Stay hungry. If you thrive when you’re empowered, energized, and working with smart, mission-driven people where you’ll feel at home here. Why Join The Drata Team? The best way to understand the Driver’s Mindset is to see it in action. We’re an award-winning, mission-driven team of 600+ people worldwide, united by a culture that values trust, speed, and continuous growth. _ Watch our CEO, Adam Markowitz, discuss the hyper-growth journey, from $0 to $100M ARR in just four years _: Explore our "Life at Drata" page for employee testimonials on our collaborative and the growth opportunities available. _: See why we are consistently recognized on Fortune's Best Workplaces lists. Connect with Us on Socials: _ - follow us for company updates, employee stories, and career news. Job Summary: As a Senior Customer Success Manager at Drata, you’ll be at the forefront of helping global companies build trust at scale. You’ll work with some of our largest and most regulated customers—advising on complex compliance programs and turning Drata into a strategic pillar of their security posture. This is a high-impact, high-visibility role where you’ll own executive relationships, shape long-term success plans, and guide customers through frameworks like SOC 2, ISO 27001, HIPAA, and FedRAMP. More than just a CSM, you’ll be a partner in your customers’ growth—connecting product capabilities to real business outcomes and influencing how they scale securely. We’re looking for someone who is driven by purpose, motivated by outcomes, and grounded in trust and accountability. At Drata, you’ll join a mission-led team that moves with urgency, leads with humility, and builds with intention. You won’t just support customers—you’ll help shape the future of compliance automation alongside some of the most thoughtful and driven minds in SaaS. The candidate for this role must be located on Pacific Time Zone. What you’ll do: Lead strategic relationships with commercial customers—earning executive trust and becoming a go-to advisor on compliance program success Drive outcomes, not just adoption—develop success plans, track KPIs, and proactively identify risks and opportunities for growth Guide customers through frameworks like SOC 2, ISO 27001, HIPAA, PCI, and FedRAMP—ensuring they get more than checkboxes: real, measurable progress Own key moments across the customer journey—from onboarding to renewal—with health checks, QBRs, and tailored Mutual Action Plans Translate voice of the customer into action—partnering cross-functionally with Product, Engineering, Sales, and Support to influence roadmap and remove friction Champion continuous improvement—both in how our customers scale securely and in how we scale our own processes, playbooks, and strategies Promote what’s next—drive adoption of new features and ensure Drata continues to evolve alongside each customer’s business What you’ll bring: Deep understanding of compliance frameworks such as SOC 2, ISO 27001, HIPAA, PCI, or FedRAMP, and how they apply to customer environments and business outcomes. (Required) 4+ years of experience in security, compliance (GRC), or identity and access management, supporting commercial or enterprise customers or programs. (Required) 6+ years of experience in Customer Success, Consulting, or Strategic Account Management within a B2B SaaS company, with a strong focus on commercial or enterprise engagement and long-term customer value. (Required) Proven success managing complex relationships, including executive alignment, stakeholder navigation, and success planning across multi-product or regulated environments. Strong communication skills with the ability to confidently lead conversations with both technical and non-technical stakeholders—particularly around compliance, risk, and automation. Strategic, outcomes-driven mindset with a knack for translating compliance goals into scalable workflows and measurable impact. Proficiency with tools such as Salesforce, Catalyst (or similar CS platform), Sigma, and Jira, and a strong understanding of customer workflows and reporting. Comfortable working in a cross-functional, async-first environment, where you demonstrate trust in teammates, take ownership with humility, and move with urgency and resilience to deliver value to customers. How we support you: At Drata, our people are our strongest advantage—and we prove it with support that exceeds industry standards. Our total rewards package is designed to power your well-being, accelerate your growth, and keep your work-life balance thriving. Explore how we invest in your _. Shared Success: We provide stock equity to ensure that as the company grows, you share directly in that success. Equity gives every employee a sense of ownership and the opportunity to celebrate our wins together—because your contributions don’t just support our progress; they help drive our collective success. Health & Wellness: Up to 100% employer-paid premiums for medical, dental, and vision coverage for employees and their dependents, along with comprehensive wellness benefits and healthcare concierge services designed to support your needs beyond traditional insurance. Financial Well-being: A comprehensive suite of financial benefits, including a 401(k) plan, company-paid life and disability insurance, tax-advantaged spending accounts, and a range of discounted voluntary offerings to help you customize and strengthen your overall financial position. Family Support: We want to support you in life's most important moments, so we offer a paid Parental Leave policy, after six months of employment. Employees also receive access to Kindbody fertility and family-building benefits and dedicated leave specialists who help guide you through the entire process. Growth & Development: Generous annual stipends for both professional and personal development, empowering you to invest in your continued growth. You’ll also have access to a wide range of internal learning opportunities, ensuring you can build new skills, deepen your expertise, and advance your career with confidence. Time Off & Flexibility: We believe that to do your best work, you should get the time you need for rest, rejuvenation and recovery. Drata offers a flexible vacation policy, paid holidays, and other perks to recharge. This role will receive a competitive base salary, variable compensation, benefits, and stock, typically in the form of Restricted Stock Units (RSUs). The applicable range of On-Target Earnings (OTE) for each US-based role is based on where the employee works and is aligned to one of 3 tiers based on the cost of labor for that geographic area. The expected OTE ranges for this role are set forth below, subject to change. Tier 1: $152,000 - $187,700 Tier 2: $136,800 - $168,900 Tier 3: $121,600 - $150,200 You can view which tier applies to where you plan to work_. A variety of factors are considered when determining someone’s leveling and compensation–including a candidate’s professional background and experience. These ranges may be modified in the future and final offer amounts may vary from the amounts listed above.

Cordance is dedicated to accelerating the growth of vertically focused business-to-business (B2B) software-as-a-service (SaaS) companies through acquisition and long-term tactical and financial guidance. We’re experienced operators and subject-matter experts with a passion for software and building businesses. We partner with founders to help them scale their businesses and realize their companies’ full potential. We look for businesses with strong leadership and high potential for profitable growth, and work together to increase year-over-year revenue, company efficiency, and impact. Cordance envisions that all companies we work with achieve their full potential. We embrace what makes each company great and build on those foundations. We believe in elevating a company as it scales, delivering dignity to the organization and its employees, and sharing a passion for building a legacy. About eRezLife eRezLife is the leading housing and residence life software provider built by residence life professionals for residence life professionals. We partner with colleges and universities to strengthen campus communities, streamline housing operations, and elevate the student experience through a flexible, customizable software platform. Our work is grounded in connection, trust, transparency, and community. We believe technology should support—not replace—the meaningful relationships that define residence life. eRezLife maintains deep ties to the higher education housing ecosystem and actively engages with regional and national housing and residence life associations to remain a trusted, long-term partner to our clients. Position Overview The Customer Success & Account Manager is a strategic, relationship-driven role responsible for owning customer retention, renewal, expansion, and long-term value realization across a portfolio of mid-market and enterprise higher education clients. This role blends senior-level customer success leadership with commercial accountability. You will serve as a trusted advisor to housing and residence life leaders while acting as a visible ambassador for eRezLife within the broader housing community. Key Responsibilities Strategic Customer Partnership • Own executive-level relationships within assigned territories., • Lead strategic business reviews demonstrating value and ROI., • Advocate for customer needs internally. Retention, Renewals & Revenue Ownership • Own renewals end-to-end including forecasting and negotiation., • Identify and mitigate churn risk., • Lead value-based pricing and expansion discussions. Expansion & Growth • Identify upsell and expansion opportunities., • Drive expanded adoption across housing and residence life functions. Industry Engagement & Thought Leadership • Represent eRezLife at regional and national housing associations., • Present at conferences and industry events., • Travel as needed for customer and association engagement. Product Adoption & Operational Excellence • Participate in the onboarding and adoption process for clients., • Translate customer feedback into product insights and recommendations., • Maintain CRM discipline and contribute to marketing efforts. Required Qualifications • 5–8+ years combined experience in Customer Success, Account Management, and Residence Life/Housing., • Proven success with task and project management., • Proven ability to retain an existing customer base and optimize the customer experience, fueling increases to ARR targets., • Strong executive presence and presentation skills. Preferred Qualifications • Residence life or housing operations experience., • Experience with systems like Salesforce, HubSpot, MailChimp, Subskribe, and Canva., • Conference presentations and association involvement., • Willingness to travel. Please note that we do not accept unsolicited resumes, work on a Corp-to-Corp basis, or engage with non-vetted external agencies. At Cordance, we believe in taking care of our team members. When you join us, you’ll enjoy a comprehensive benefits package designed to support your health, financial well-being, and work-life balance: • Health and Wellness:, • Comprehensive Health Coverage: Coverage begins on your first day of employment., • Retirement Savings:, • 401K Plan (US): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested., • RRSP (CAN): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested., • Paid Time Off:, • Flexible PTO: Enjoy uncapped paid time off to balance your work and personal life., • Parental Leave:, • 12 weeks paid leave for all employees., • Remote Work Support:, • Monthly Stipend: Receive $75 USD / $140 CAD per month for phone and internet if you work remotely., • Holidays:, • Generous Holiday Schedule: Benefit from an extensive list of holidays to recharge and spend time with loved ones. Join us and be part of a company that values your contributions and well-being from day one! EEOC & ADA Statement: Cordance and its companies provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, creed, sex, nationality, ancestry, national origin, disability status, genetics, protected veteran status, affectional or sexual orientation, gender identity or expression, marital status, or any other characteristic protected by federal, state, or local laws. Cordance and its companies comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Human Resources. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Final candidate must be able to pass a background check. To view applicant notices required under federal and state law, please visit: _

Marqeta is hiring for a Group Product Manager – Fraud role to join the Risk, Fraud and Disputes Team. As a Senior Product Leader, you will own the entire Real Time Decisioning product suite and 3D Secure authentication solutions. You will be in charge of challenging the status quo and creating a revolutionary suite of fraud management and authentication products at Marqeta. You will strike the right balance between stopping fraud, enhancing security, and protecting legitimate transactions — all while minimizing customer friction. You will be an experienced AI leader with a deep understanding of AI, fraud product development, and modern authentication protocols. You will partner with a diverse set of teams including engineering, data scientists, risk operations, legal, GTM and marketing. We work . This role can be performed remotely in the United States, only in one of our Premium or National locations, which you can review . The Impact You’ll Have • Define and execute a clear, actionable strategy that aligns with the company's overall growth objectives, • Lead and inspire others with a compelling product vision and roadmap, driving alignment and seeking consensus among leadership, peers, and teams, • Deeply understand fraud, risk, and authentication ecosystems to identify the impact of initiatives or features across the platform. This includes understanding the competitive landscape, AI-based fraud tools, rules-based fraud engines, EMV 3DS specifications, issuer and merchant requirements, and strong customer authentication (SCA) requirements — particularly for regulatory compliance like PSD2 in Europe, • Develop AI-powered products and frictionless authentication solutions that directly address customer pain points, balance security with user experience, and drive business outcomes. Work cross-functionally to ensure optimal implementation and customer success, • Own the complete P&L for your suite of products and drive the adoption and optimization of Real Time Decisioning and 3D Secure solutions — balancing fraud prevention, authentication approval rates, customer experience metrics, regulatory compliance, and financial outcomes, • Collaborate across customer-facing and technical teams to collect inputs for prioritization of features, including value, effort, usability, and priority, • Create well-defined Product Requirement Documents focusing on customer and business value and defining metrics to quantify success, • Act as technical advisor to educate and evangelize features with customers via meetings, presentations, and other forums, • Collaborate with go-to-market partners to develop product collateral, presentations, trainings, and other tools to bring products to customers and prospects, • Leverage hands-on AI and prototyping skills to rapidly validate product concepts, build proof-of-concept models, and accelerate the path from idea to production, • Stay current on the latest AI/ML research, foundation models, and tooling — and proactively identify opportunities to embed AI capabilities across the Risk Decisioning and 3D Secure product suites Who You Are • 10+ years in product management roles designing and delivering fraud, risk, and/or authentication solutions that have delighted customers and driven business growth, • Proven track record of setting vision and strategy for a portfolio of products and translating it into a roadmap with rigorous end-to-end execution, • Experience recruiting and growing top talent and building high-performing teams, with strong EQ and leadership skills, • Passion for AI, demonstrated through hands-on building, prototyping, or side projects, and a habit of staying current on the latest research, models, and tools, • Fluency with modern prototyping tools (e.g., Cursor, Replit, Claude Code) and the ability to use them to rapidly explore and validate product ideas, • Strong written and verbal communication skills with a talent for precise articulation of customer problems for both technical and business audiences, • "Roll up your sleeves" mentality to make your products and team successful, seeking root causes, assigning ownership, and driving accountability to get things done Nice-To-Haves • Strong understanding of the payment industry ecosystem: card brand regulations, ISO 8583, EMV, and digital wallets, • Deep knowledge of 3D Secure protocols (especially EMV 3DS 2.x), card network authentication programs, and regulatory requirements like PSD2's Strong Customer Authentication (SCA) mandates, • Knowledge of biometric authentication methods, tokenization, and modern identity verification techniques, • Experience applying machine learning or AI models in production fraud or authentication systems Compensation and Benefits Marqeta is a Flex First company which allows you to choose your best working environment, whether that be from home or at a company office. To support Flex First, we calibrate pay to a competitive value according to working location. Compensation is aligned according to three tiers within the United States: • National: A baseline tier that applies to most of the geographic territory of the United States., • Premium: Slightly elevated from the National tier, and oriented toward a narrower set of higher cost-of-living areas, such as Los Angeles CA and Seattle WA, • Premium Plus: A tier for the most expensive working areas, like the San Francisco Bay area and New York City. Visit _ or consult with a Recruiter to determine which tier would be applicable to you. When determining salaries, we consider several factors including, but not limited to, skills, prior experience, and work location. The new-hire base salary range for this position is: • National: $174,700 - $218,400, • Premium: $189,000 - $236,300 We also believe in recognizing the contributions of our people. That's why we award annual bonuses to eligible employees, rewarding both individual performance and the success of the entire company. Along with monetary compensation, Marqeta offers • Multiple health insurance options, • Flexible time off – take what you need, • Retirement savings program with company contribution and after tax contributions, • Equity in a publicly-traded company and an Employee Stock Purchase Program, • Family-forming benefits, fertility support, and up to 20 weeks of Parental Leave, • Free therapy sessions, financial and professional coaching, and legal advice, • Monthly stipend to support our remote work model, • Annual “development dollars” to support our people growth and development, • Through Flex First, the freedom to live and work wherever you and your family thrive

SmarterDx, a Smarter Technologies company, builds clinical AI that is transforming how hospitals translate care into payment. Founded by physicians in 2020, our platform connects clinical context with revenue intelligence, helping health systems recover millions in missed revenue, improve quality scores, and appeal every denial. Become a Smartian and help optimize the way the healthcare system works for everyone. Learn more at _. SmarterDx is seeking a Customer Success Manager who can help our customers thrive. In this role, you will ensure our health system clients have a positive experience with SmarterDx by developing deep relationships with clients, from hospital CFOs to Clinical Documentation Specialists to IT managers and beyond. You will collaborate with cross-functional teams to resolve customer issues, monitor the effectiveness of SmarterDx’s solution post go-live, and coordinate with our implementation team to launch new clients. This position requires exceptional project management, relationship-building, and communication skills. This role is fully remote within the US • Manage a portfolio of existing, “live” customers on the SmarterDx platform, • Develop deep relationships with customers at all levels, acting as the customer's trusted advisor, and providing guidance and knowledge to help them achieve their business objectives, • Be a key contributor to team tools, templates and processes, such as implementation plans, CS playbooks, and customer onboarding processes, • Lead hand-offs from Sales to CS, through implementation and go-live, • Coordinate with internal teams to resolve customer issues, access additional resources, and facilitate the solutions needed by customers, • Monitor client performance, report on financial impact to customer executives, drive product expansion, and work with sales to execute renewals, • Identify actionable insights by combining your understanding of customer needs, revenue cycle operations, and healthcare data, • Deliver customer feedback as a voice of the customer to internal teams, identifying customer needs, ideas, and challenges, and advocate for solutions and product enhancements, • Surface customer success stories, and help build a list of reference customers, • If necessary, coordinate implementation with clients and internal teams to ensure a successful launch, • 3-5+ years experience working in customer success or account management with hospital and/or health system clients, • Hospital revenue cycle experience is essential, • You take radical ownership over troubleshooting problems, • Capable of being both detail-oriented and a big picture thinker, and can tailor communications by appropriately zooming in or zooming out, • You are gracious, empathetic, and excellent in written and verbal communication, • You love to say “yes,” but you know how to say “no”, offer alternative solutions, and have difficult customer conversations in a respectful manner, • You thrive in ambiguous roles and can use critical thinking skills to “figure it out”, • You love variety and are able to wear multiple hats within the same or multiple projects: PM, CSM, trainer, process designer, QA, • Prior experience at a startup--especially as an early member of a new Customer Success team, • Experience using Jira to create and manage tasks and issues, • Strong experience with data analytics $120,000 - $140,000 salary #LI-Remote • Medical, Dental & Vision – Comprehensive plans with leading insurance providers, covering 75% of your premiums, depending on the plan., • Paid Parental Leave – Generous paid leave to support families through birth or adoption: Up to 12 weeks for parents., • Remote-First Team – Work from anywhere in the U.S., • Unlimited PTO & 10 Holidays – So you can relax and recharge., • 401(k) with Traditional & Roth Options – Tax-advantaged retirement savings through Fidelity with a 4% match., • Minimal Bureaucracy – A fast-moving, high-impact environment where you can focus on what matters., • Incredible Teammates! – Work alongside smart, supportive, and mission-driven colleagues.

As Senior Product Manager for Commercial Payments, you will help manage a multi-product roadmap, prioritize allocation of development resources, and deliver impactful features to customers across areas like commercial payments and expense management. Your passion and attention to detail will help identify and drive new capabilities to give more flexibility to our customers, while maintaining a platform with significant breadth and scale. We work _. This role can be performed remote within the United States or from our Oakland, CA headquarters. We’d love for you to join us. The Impact You’ll Have • You’ll help shape a compelling product vision and roadmap for commercial solutions, driving alignment and seeking consensus among leadership, peers, and teams, • Directly engage in major projects, issues, and initiatives with product and engineering teams to determine approach, assess capacity, and brainstorm solutions, • Collaborate across customer-facing and technical teams to collect inputs for prioritization of features, including value, effort, usability, and priority, • Translate operational and technical requirements into business outcomes, focusing on customer and business value and defining metrics to quantify success, • Deliver customer value iteratively, managing products through various launch phases and follow-on releases, • Act as technical advisor to educate and evangelize features with customers via meetings, presentations, and other forums, • Collaborate with go-to-market partners to develop product collateral, presentations, trainings, and other tools to bring products to customers and prospects Who You Are • 5+ years in product management role designing and delivering payment solutions that have delighted customers and driven business growth, • Proven track record of end-to-end product delivery and execution, with experience taking complex products from ideation (0 →1) to launch, • Strong written and verbal communication skills with a talent for precise articulations of customer problems for technical and business audiences, • Deep expertise in the payment industry ecosystem: card brand regulations, payment networks, money movement, cards (prepaid, debit, credit), and commercial payments, • Proficient in identifying key metrics, analyzing data, and balancing quantitative and qualitative information to make decisions, • Excellent technical acumen, curiosity, and familiarity with new technologies, API’s, programming languages, and databases, • “Roll up your sleeves” mentality to make your products successful and get things done, even when the path is unclear, • Expertise in Agile, user research, market analysis, and product lifecycle management Compensation and Benefits Marqeta is a Flex First company which allows you to choose your best working environment, whether that be from home or at a company office. To support Flex First, we calibrate pay to a competitive value according to working location. Compensation is aligned according to three tiers within the United States: • National: A baseline tier that applies to most of the geographic territory of the United States., • Premium: Slightly elevated from the National tier, and oriented toward a narrower set of higher cost-of-living areas, such as Los Angeles CA and Seattle WA, • Premium Plus: A tier for the most expensive working areas, like the San Francisco Bay area and New York City. Visit _ or consult with a Recruiter to determine which tier would be applicable to you. When determining salaries, we consider several factors including, but not limited to, skills, prior experience, and work location. The new-hire base salary range for this position is: • National: $120,600 - $150,700, • Premium: $130,500 - $163,100, • Premium Plus: $141,800 - $177,300 We also believe in recognizing the contributions of our people. That's why we award annual bonuses to eligible employees, rewarding both individual performance and the success of the entire company. Along with monetary compensation, Marqeta offers • Multiple health insurance options, • Flexible time off – take what you need, • Retirement savings program with company contribution and after tax contributions, • Equity in a publicly-traded company and an Employee Stock Purchase Program, • Family-forming benefits, fertility support, and up to 20 weeks of Parental Leave, • Free therapy sessions, financial and professional coaching, and legal advice, • Monthly stipend to support our remote work model, • Annual “development dollars” to support our people growth and development, • Through Flex First, the freedom to live and work wherever you and your family thrive

Full-time Description Due to the nature of our business (consulting), we accept applications on a rolling basis for this position. Qualified candidates will be contacted as new hiring needs arise. While we may not have an immediate opening, we review applications regularly and will reach out as roles become available. Lead with Vision. Influence Strategy. Drive Financial Excellence Are you a strategic finance leader who thrives in fast-paced environments? Do you excel at guiding clients, building systems, and driving meaningful financial outcomes? If you’re ready to join a high-performing consulting team and work alongside top-tier financial professionals, 512Financial is ready for you. About 512Financial: 512Financial provides fractional Finance, Accounting, HR, Talent Acquisition, and Strategic Planning services to early and mid-stage companies nationwide. Founded in 2022 by Bart Davis and Joel Trammell, 512Financial has been recognized as a Best Place to Work in Central Texas every year since 2023. We don’t just support our clients, we become part of their team, delivering expert-level guidance and results at a fraction of full-time cost. About the Role: As an Account Director, you will take full ownership of the financial reporting and operational finance functions for your clients. You’ll plan, implement, manage, and oversee all finance, accounting, and cash-related activities, ensuring accurate reporting, timely close cycles, and strong financial operations. You’ll serve as a strategic advisor, often functioning as a fractional CFO or VP of Finance, guiding executives through decision-making, developing financial procedures, and building the systems that support business growth. In this dynamic consulting environment, you’ll “wear many hats,” adapt quickly, and consistently exceed client expectations. This role is ideal for a forward-thinking leader who is confident, analytical, and eager to make a meaningful impact across multiple high-growth companies. What You’ll Do: • Manage financial operations, develop financial procedures, and oversee their implementation, • Prepare or direct preparation of financial statements and monthly reporting packages for Board presentations, • Serve as fractional CFO or VP of Finance, reporting directly to C-level executives, • Lead the budgeting and forecasting process, • Integrate and optimize financial technologies and systems, • Approve agreements involving financial commitments, vendor contracts, and expenditures, • Coordinate work with third-party consultants, auditors, and tax advisors, • Manage accounting staff and provide final oversight of:, • Month-end close, • Accounts payable, • Billing and accounts receivable, • Bank reconciliations, • Short-term cash forecasting, • Monthly journal entries, • Perform ad hoc financial and operational analyses What You’ll Have: • Bachelor's degree in Accounting or Finance, • Minimum 6 years practical accounting/finance experience, • 4 years management experience in accounting/finance environment, • Acute business judgement with ability to see “big picture”, prioritize and make business recommendations, • Adaptability to working in both independent and in team environments, • Experience driving collaboration and communication across an organization to enable success and growth, • Excellent analytical skills with ability to take action, offer recommendations, and make decisions with incomplete information, • Strong understanding of technical accounting issues and GAAP, • Strong proficiency with Microsoft Office Suite, particularly MS Excel, • Strong interpersonal and presentation skills, • Proficiency in various ERPs a plus (QBO, Intacct, Sage, NetSuite), • Team player, committed to supporting and developing others Why You’ll Love Working With Us: At 512Financial, you’ll join a collaborative, growth-focused consultancy where no two days look the same and your impact truly matters. Our work is grounded in our core values: Always Upfront, We Deliver, In It With You, Make It Better, and Expertise Without Ego and we’re deeply committed to investing in our people and their growth. Benefits Offered: • Medical, Dental and Vision Insurance, • 401K + Match, • Parental Leave, • Profit Share Bonus, • Life Insurance, • Short Term and Long Term Disability, • Generous Time Off Policy, • Annual Employee Development Funds Ready to Lead at the Highest Level? If you’re seeking a role where your strategic leadership, financial expertise, and operational insight can shape the future of high-growth companies, we want to hear from you! Apply today and help drive financial excellence at 512Financial.

As Senior Product Manager for Commercial Payments, you will help manage a multi-product roadmap, prioritize allocation of development resources, and deliver impactful features to customers across areas like commercial payments and expense management. Your passion and attention to detail will help identify and drive new capabilities to give more flexibility to our customers, while maintaining a platform with significant breadth and scale. We work _. This role can be performed remote within the United States or from our Oakland, CA headquarters. We’d love for you to join us. The Impact You’ll Have • You’ll help shape a compelling product vision and roadmap for commercial solutions, driving alignment and seeking consensus among leadership, peers, and teams, • Directly engage in major projects, issues, and initiatives with product and engineering teams to determine approach, assess capacity, and brainstorm solutions, • Collaborate across customer-facing and technical teams to collect inputs for prioritization of features, including value, effort, usability, and priority, • Translate operational and technical requirements into business outcomes, focusing on customer and business value and defining metrics to quantify success, • Deliver customer value iteratively, managing products through various launch phases and follow-on releases, • Act as technical advisor to educate and evangelize features with customers via meetings, presentations, and other forums, • Collaborate with go-to-market partners to develop product collateral, presentations, trainings, and other tools to bring products to customers and prospects Who You Are • 5+ years in product management role designing and delivering payment solutions that have delighted customers and driven business growth, • Proven track record of end-to-end product delivery and execution, with experience taking complex products from ideation (0 →1) to launch, • Strong written and verbal communication skills with a talent for precise articulations of customer problems for technical and business audiences, • Deep expertise in the payment industry ecosystem: card brand regulations, payment networks, money movement, cards (prepaid, debit, credit), and commercial payments, • Proficient in identifying key metrics, analyzing data, and balancing quantitative and qualitative information to make decisions, • Excellent technical acumen, curiosity, and familiarity with new technologies, API’s, programming languages, and databases, • “Roll up your sleeves” mentality to make your products successful and get things done, even when the path is unclear, • Expertise in Agile, user research, market analysis, and product lifecycle management Compensation and Benefits Marqeta is a Flex First company which allows you to choose your best working environment, whether that be from home or at a company office. To support Flex First, we calibrate pay to a competitive value according to working location. Compensation is aligned according to three tiers within the United States: • National: A baseline tier that applies to most of the geographic territory of the United States., • Premium: Slightly elevated from the National tier, and oriented toward a narrower set of higher cost-of-living areas, such as Los Angeles CA and Seattle WA, • Premium Plus: A tier for the most expensive working areas, like the San Francisco Bay area and New York City. Visit _ or consult with a Recruiter to determine which tier would be applicable to you. When determining salaries, we consider several factors including, but not limited to, skills, prior experience, and work location. The new-hire base salary range for this position is: • National: $120,600 - $150,700, • Premium: $130,500 - $163,100, • Premium Plus: $141,800 - $177,300 We also believe in recognizing the contributions of our people. That's why we award annual bonuses to eligible employees, rewarding both individual performance and the success of the entire company. Along with monetary compensation, Marqeta offers • Multiple health insurance options, • Flexible time off – take what you need, • Retirement savings program with company contribution and after tax contributions, • Equity in a publicly-traded company and an Employee Stock Purchase Program, • Family-forming benefits, fertility support, and up to 20 weeks of Parental Leave, • Free therapy sessions, financial and professional coaching, and legal advice, • Monthly stipend to support our remote work model, • Annual “development dollars” to support our people growth and development, • Through Flex First, the freedom to live and work wherever you and your family thrive About Marqeta Marqeta is on a mission to change the way money moves. We’re one of the earliest enablers of embedded finance, a market opportunity sized up in the trillions. Our card issuing platform provides unprecedented flexibility and control for companies to issue cards, authorize transactions, and manage payment operations in real time. Marqeta is powering the most well known brands in the new economy (Block, Cash App, Affirm, Instacart, Doordash, Uber, Walmart, etc). You don’t need to be a Payments expert to join the Marqeta Team, let us help you with that. This is the opportunity of a lifetime to work with innovators around the world and unlock equitable financial access for all. Marqeta’s Values – Solve for the Customer: With a deep understanding of our customers' business and empathy for their needs, we deliver products and services that drive their success. Earning and keeping their trust guides everything we do. – Do What's Right: Knowing businesses and livelihoods depend on us, we pursue solutions that disrupt responsibly and deliver high-quality results that our customers count on. We own our work from start to finish. – Simplify and Innovate: We approach challenges with curiosity and take smart risks. Innovation comes from finding better, simpler ways to achieve extraordinary outcomes. – Win as a Team: We succeed together by embracing diverse perspectives and pushing each other to raise the bar. We lead with humility and set aside hierarchy to work as a team. – Make it Count: We drive forward with focus and agility. With a sense of urgency and purpose, we get the job done, and done right. Equal Employment Opportunity, Accommodations and Privacy Marqeta is an equal opportunity employer committed to an inclusive workplace that fosters belonging. We do not discriminate based on race, color, religion, sex (including pregnancy, lactation, childbirth, or related medical conditions), veteran status or uniformed service member status, age, national origin or ancestry, citizenship or immigration status, physical or mental disability, gender identity, gender expression, sexual orientation, genetic information (including testing or characteristics) or any other characteristic protected by applicable law. We also consider qualified applicants with criminal histories, consistent with legal requirements. Marqeta endeavors to make reasonable accommodations for applicants with disabilities. If you are an individual with a disability and require a reasonable accommodation to submit this application, complete any pre-employment testing, or otherwise participate in the employee selection process, please submit _ with your specific accommodation request. Personal data that is provided as part of the application and recruitment process is processed in accordance with the. Additional information for California residents can be found .

We are seeking a highly skilled Senior Accountant - independent contractor - with a focus on Intacct to serve as a strategic advisor and mentor within our Client Accounting Advisory Services (CAAS) team. This role is ideal for a results-driven accounting professional who thrives in a fast-paced, global environment and excels at providing high-value accounting and advisory services. While this position does not have direct reports, it requires strong leadership, mentorship, and collaboration skills to guide a team of staff and senior staff accountants and support client success. The Senior Accountant will be responsible for managing client engagements, optimizing financial processes, and ensuring accurate financial reporting. This role plays a critical part in advising clients on best accounting practices, system implementations, and operational efficiencies. The ideal candidate will have a strong technical background in outsourced accounting, experience in a multi-client environment, and the ability to provide strategic financial insights. Additionally, this individual will lead month-end close processes, client onboarding, and financial system implementations, leveraging tools such as FloQast for close management, Sage Intacct for financial automation, and other cloud-based ERP solutions to ensure efficiency, accuracy, and real-time visibility into financial operations. The ability to implement workflow automation, reconcile accounts at scale, and provide data-driven financial insights will be essential to success in this role. If you are a results-driven accounting professional who excels at client advisory, financial leadership, and strategic execution, we invite you to apply. As a platinum Sage partner, TydeCo and our partner entity TydeCo U we specialize in delivering cutting-edge ERP and HRP solutions such as Sage 300 Cloud and Sage Intacct. We also offer Outsourced Accounting solutions to help clients streamline financial operations and scale with confidence. Our dedication to innovation, excellence, and client success ensures businesses not only adopt our solutions but thrive in competitive markets. If you're ready to lead in a fast-paced, high-impact environment, we invite you to be part of our journey. This position will report to the Team Manager(s). This position is fully remote and can be based anywhere in the U.S. Key Responsibilities Global Support • Operate within a global framework, ensuring adaptability to support teams, meet deadlines and participate in virtual meetings across multiple time zones based in Canada, South Africa, U.K. or the U.S., as needed., • Collaborate with international stakeholders, adjusting to varying schedules and priorities as needed., • Facilitate seamless communication and coordination across CAAS teams to support sales operational efficiency., • Maintain flexibility in scheduling to accommodate time-sensitive tasks and cross-regional collaboration. Advanced Accounting & Financial Analysis • Lead the month-end and year-end close processes, including journal entries, accruals, and financial reconciliations., • Prepare and analyze financial statements, management reports, and financial forecasts to support client decision-making., • Ensure compliance with GAAP and financial controls, maintaining audit-ready financial records., • Utilize FloQast for close management, reconciliation tracking, and workflow automation. Client Advisory & Relationship Management • Serve as a trusted financial advisor to clients, offering data-driven insights and recommendations., • Lead client onboarding and Sage Intacct implementations, ensuring financial systems are optimized., • Provide fractional Controller-level support, offering strategic financial insights and operational efficiencies., • Assist in the implementation and migration of accounting systems, ensuring smooth onboarding and system optimization., • Conduct systems analysis to evaluate and optimize clients’ utilization of Sage Intacct, ensuring alignment with operational goals, • Deliver tailored training to clients on the effective use of Sage Intacct, empowering them to maximize system capabilities and ensure long term success, • Conduct quarterly financial reviews with clients, providing actionable insights for improved business performance,. Client Engagement & Project Contribution • Maintain minimum billable hours as defined by leadership., • Provide strategic recommendations to improve clients’ HR and payroll efficiency., • Collaborate with sales/account management teams to align deliverables with scope and client expectations., • Identify service expansion opportunities and areas of client value. Technology & Operational Efficiency • Leverage Sage Intacct and QuickBooks Online as primary accounting platforms for financial reporting, automation, and process optimization., • Implement best practices for financial operations, including automation, process standardization, and internal controls to enhance accuracy and efficiency., • Support financial technology integration projects, ensuring seamless adoption of new tools and systems for accounting, payroll, and reporting functions., • Assist in payroll processing and compliance, working with payroll systems to ensure accurate wage calculations, tax filings, and reporting., • Optimize reconciliation and close processes using FloQast, QuickBooks Online, and Sage Intacct, improving efficiency, accuracy, and timeliness., • Drive continuous improvement initiatives, staying ahead of industry trends and technological advancements. Senior Mentorship • Guide and mentor Staff Accountants, providing technical expertise, process training, and career development support., • Review work prepared by Staff Accountants, ensuring accuracy and adherence to best practices., • Act as a subject matter expert for Sage Intacct, QuickBooks Online (QBO) and other cloud-based financial tools, supporting internal training and implementation efforts., • Foster a culture of continuous improvement and knowledge-sharing within the CAAS team., • Collaborate across departments to enhance service offerings and improve client outcomes., • Stay ahead of industry trends to drive continuous improvements in outsourced accounting services. Internal Collaboration & Process Alignment • Participate in global accounting meetings, ensuring consistency and compliance across financial processes., • Work cross-functionally with operations and finance teams to align accounting practices with business needs., • Assist in the preparation of audit schedules, tax filings, and financial compliance documentation., • Provide support to leadership by preparing financial data, reports, and insights for internal decision-making. Key Attributes • Resilience and Adaptability: You excel in a global, fast-moving environment, balancing multiple client engagements, financial reporting requirements, and operational challenges while ensuring quality and timeliness., • Attention to Detail: Your deep expertise in multi-entity, multi-currency accounting ensures accuracy in financial reporting, reconciliations, and compliance efforts. You take pride in delivering audit-ready financials., • Collaborative Mentorship: As a mentor to staff accountants and a strategic partner to senior leadership, you drive cross-functional collaboration, ensuring accounting functions align with broader business objectives., • Client-Centric Advisory Mindset: You go beyond transactional accounting to provide financial insights, advisory services, and operational improvements that help clients optimize their financial processes., • Problem-Solving and Analytical Excellence: With a data-driven mindset, you analyze financial trends, identify opportunities for efficiency, and leverage automation tools such as Sage Intacct, FloQast, and QuickBooks to drive operational improvements., • Strategic Accountability: You take ownership of financial performance, reporting accuracy, and process optimization, ensuring that best practices are implemented across financial close, payroll processing, and tax compliance., • 10+ years of accounting experience as a Senior Accountant, Senior Staff Accountant or Sr. Controller preferably in outsourced accounting, advisory services, or a CPA firm., • Bachelor’s degree in Accounting, Finance, or a related field; CPA or CPA eligibility preferred for Senior Staff Accountant or in lieu of degree 12+ years of relevant experience., • Proficiency in Sage Intacct (Required), including:, • Proficient in Core Financial Modules, • Experience creating Financial Reports, • Experience with Multi-Entity environments, • Experience with Advanced Workflows, • Experience using FloQast for close management, reconciliation tracking, and workflow automation (Required)., • Strong technical expertise in multi-entity, multi-currency accounting functions., • Experience with payroll, sales tax filings, and financial audits., • Strong analytical skills with a proactive problem-solving mindset. Preferred Experience • Background in SaaS, outsourced accounting, or financial consulting., • Familiarity with ERP implementations and financial technology integrations., • Experience in client-facing financial advisory roles. Work Environment Work can take place either in an open office setting or remote setting with the expectation to travel onsite based on business and management needs. This is a full-time position that requires the ability to work a flexible and regular full-time schedule. It requires the ability to sit and work at a computer for extended periods of time and communicate effectively with a diverse audience in person, by phone and by computer. About Us TydeCo is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We encourage applications from qualified candidates of all backgrounds, regardless of race, religion, sex, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, pregnancy, maternity, or any other legally protected characteristics.

At TTEC Digital, we coach clients to ensure their employees feel valued, and fully supported, because an amazing customer experience is an employee first process. Our vision is the same, a place where employees know they can thrive. TTEC Digital seeks a ServiceNow Technical Consultant to join our growing ServiceNow practice area. The ideal candidate will have expertise with the Field Service Management (FSM) module. To be considered for this role, you must be a U.S. citizen and willing and able to subscribe to a Public Trust background. This is a 100% remote opportunity As a ServiceNow Technical Consultant, working remotely, you will be responsible for the successful design, implementation, and ongoing support of ServiceNow solutions that meet our clients' business needs. You will work closely with clients to understand their requirements, provide technical guidance, and ensure the seamless integration and optimization of ServiceNow applications. Advanced Solution Design and Implementation: • Lead the analysis and translation of business requirements into advanced technical specifications and comprehensive ServiceNow solutions., • Design, configure, develop, and implement complex ServiceNow applications and modules, ensuring optimal performance and user satisfaction. Customization and Integration:, • Perform advanced customization of ServiceNow applications using JavaScript, GlideScript, and other relevant technologies., • Integrate ServiceNow with other enterprise systems and third-party applications using APIs, web services, and other integration methods. Project Leadership:, • Lead and oversee multiple, high-impact ServiceNow implementation projects, ensuring they are delivered on time, within scope, and on budget., • Provide project leadership, including mentoring junior consultants, managing project risks, and ensuring stakeholder alignment and communication. Technical Consulting and Support:, • Act as a technical advisor to clients, offering expert guidance and best practices for leveraging ServiceNow to achieve business goals., • Provide advanced troubleshooting, support, and optimization for existing ServiceNow implementations. Documentation and Standards:, • Create and maintain comprehensive technical documentation, including advanced design specifications, technical guides, and process workflows., • Ensure adherence to technical standards and best practices across all projects., • The employee is required to travel to business and customer locations, locally and/or nationally, up to 20%., • Minimum of 3-5 years of experience working with ServiceNow platform., • Proven experience in designing, developing, and implementing ServiceNow solutions., • Proficiency in JavaScript, HTML, CSS, and other web development technologies., • Strong understanding of ServiceNow architecture and data model., • Experience with ServiceNow integration methods, including REST and SOAP APIs., • Knowledge of ITIL processes and best practices., • Bachelor’s degree in computer science, Information Technology, or a related field., • Certifications:, • ServiceNow Certified System Administrator (CSA) is required., • Additional certifications, such as ServiceNow Certified Implementation Specialist (CIS) or ServiceNow Certified Application Developer (CAD) are highly desirable. Preferred Qualifications:, • Experience with Customer Service Management and CCaaS., • Experience with CTI and IVR integrations., • Experience with Agile/Scrum methodologies., • Familiarity with additional ServiceNow products and modules., • Knowledge of cloud platforms and technologies. $100,000 - $125,000 a year#LI-JF1Please note: We are only accepting applications from candidates residing in Arizona, Colorado, Florida, Georgia, Illinois, Indiana, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, Tennessee, Texas, Virginia, DC, Wisconsin and Wyoming. This position is eligible to participate in an annual incentive program. Actual compensation offers to a candidate may vary based upon geographic location, work experience, education and/or skill levels. Benefits available to eligible employees include the following: - Medical, dental, vision- tax-advantaged health care accounts- financial and income protection benefits- paid time off (PTO) and wellness time off. This job posting will remain open until we have identified an adequate applicant pool. Applicants are strongly encouraged to apply early. About UsTTEC Digital and our 1,800+ employees, pioneer engagement and growth solutions that fuel the exceptional customer experience (CX). Our sister company, TTEC Engage, is a 60,000+ employee service company, with customer service representatives located around the world. TTEC Holdings Inc. is the parent company for both Digital and Engage. When clients have a holistic need, they can draw from these independently managed centers of excellence, TTEC Digital and TTEC Engage. We are also delighted to share that TTEC has been awarded the Great Place To Work 2024-2025 certification based on outstanding employee experience across 14 countries. TTEC is a proud equal opportunity employer where all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability. TTEC has fully embraced and is committed to expanding our diverse and inclusive workforce. We strive to reflect the communities we serve while delivering amazing service and technology centered around humanity. Rarely do applicants meet all desired job qualifications, so if you feel you would succeed in the role above, please take a moment and share your qualifications. #LI-RemoteWe may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview As a Senior Account Executive for Enterprise Accounts in the Healthcare Vertical with Gallagher Benefit Services, you will play the leading role in driving growth and delivering tailored benefits and organizational wellbeing solutions to large enterprise clients. You will be responsible for building and maintaining strong relationships with key decision-makers, understanding the unique challenges of the healthcare industry, and providing innovative strategies to meet their needs. This role requires a deep understanding of the healthcare sector, exceptional financial acumen, and a commitment to delivering outstanding client service. How you'll make an impact Consulting/ Strategy & Solution Delivery • Acts as the lead client contact to develop and drive execute strategic plans that will achieve our clients' goals ., • Financial management of client accounts, presenting annual projections, renewals and discussing contribution strategies and collaborating with internal teams to put together and present on tailored reporting and analysis., • Oversee the implementation of and ensure seamless delivery of services and solutions with the support of our client management and data and analytics teams. Client Relationship Management • Develop and maintain strong, long-term relationships with C-suite executives and other key stakeholders in enterprise healthcare organizations and is supported by day-to-day account management., • Act as a trusted advisor by understanding clients' business goals, challenges, and risk management needs Industry Expertise • Stay informed about trends, regulations, and emerging risks in the healthcare industry., • Provide thought leadership and insights to clients, positioning Gallagher as a leader in the healthcare vertical., • Work closely with Gallagher’s regional and national teams to leverage resources and expertise. About You Required: Bachelor's degree with 12+ years’ client service and/or claims management experience required. Proficiency necessary in Microsoft office applications and in using technology as a tool to maximize productivity and quality. Experience with Healthcare clients is a plus. Appropriate licensing for Life & Health Insurance. Behaviors: • Successfully manages competing priorities, proficient is using technology as a tool to maximize productivity and quality, builds collaborative and mutually meaningful relationships with internal and external clients, and comfortably engages others in a consultative dialogue., • Is willing to go the "Extra Mile" to achieve results that benefit the client, the Branch and Gallagher., • Demonstrates composure, stamina, and resilience under pressure. Ability to work collaboratively within a team as well as independently. Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: • Medical/dental/vision plans, which start from day one!, • Life and accident insurance, • 401(K) and Roth options, • Tax-advantaged accounts (HSA, FSA), • Educational expense reimbursement, • Paid parental leave Other benefits include: • Digital mental health services (Talkspace), • Flexible work hours (availability varies by office and job function), • Training programs, • Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing, • Charitable matching gift program, • And more... **The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. We value inclusion and diversity _ to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Manhattan West Enterprise Company (“Manhattan West”) is a seeking Wealth Advisor to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and insurance services. The Wealth Advisor will be a key member of our team and will be primarily responsible for developing and managing new client relationships. The Wealth Management Advisor will serve as the firm’s primary point of contact for a select group of private clients and will be instrumental in introducing new business development opportunities to the firm. In this essential role, you will manage client relationships, providing expert and sound financial planning advice and will liaise with all internal teams to exceed client expectations. You will be expected to help grow the firm’s book of business by effectively and efficiently managing your time working with existing clients and new prospects, while contributing to the overall success and growth of the firm. About this Position: • Full-time, Exempt, • Position can be on-site, hybrid, or remote, • Reports to the CEO Responsibilities: • Develop and manage new client relationships, including managing ongoing client communications, • Act as the primary point of contact to existing and newly onboarded clients, • Proactively engage in the development of new business and strategic networking opportunities to build out the high net worth and ultra-high net worth client base for the firm, • Implementation of financial plans including coordination of estate planning, business management, and tax strategies, • Work with the firm’s head of portfolio management to align clients’ investment strategies with their planning objectives, • Work with the firm’s various fund managers to successfully advise and allocate client funds into appropriate alternative strategies, • Must demonstrate a commitment to extraordinary client service through professional excellence and the highest ethical standards, • Candidate must be in compliance with both company policies and regulatory obligations imposed as a registered investment advisor Skills: • This role requires a highly motivated, driven and entrepreneurial personality, • Proven ability to actively pitch and onboard prospective clients, • Client-centric focus and attitude, • A team player with strong leadership skills, • Ability to succeed in a small but fast-growing entrepreneurial company Requirements: • Minimum 5-7 years experience within wealth advisory services with demonstrated ability to develop and manage client relationships and develop new business opportunities, • Manage and transition an existing book of business of a minimum $20M in AUM, • Bachelor’s Degree is required, • Must be legally authorized to work in the United States, • Successful completion of background check and pre-employment assessments, • Ability to complete the essential functions of the job with or without reasonable accommodation Preferences: • Certified Financial Planner™ designation is preferred but not required Compensation: • This is an incentive-based compensation position. As such, total compensation will vary based on individual performance. Compensation consists of a draw and incentive-based earnings, with no cap on total compensation potential. Featured Benefits: • Medical, vision and dental insurance, • 401(k) plan + match, • Stock market holidays + Unlimited PTO, • Other fringe benefits as are made available to other similarly situated employees Manhattan West is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Manhattan West is committed to hiring practices that are free from unlawful discrimination. Manhattan West strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered persons, including interns, by co-workers, supervisors, managers, or third parties on the basis of a person's race, color, age (40 or older), religious creed, religious belief, observance, and practice, dress or grooming practices, national origin, ancestry, physical disability, mental disability, medical condition including any cancer-related physical or mental health impairment from a diagnosis, record, or history of cancer, a genetic characteristic genetic information including information about an individual's genetic tests, family members' genetic tests, family members' diseases or disorders, an individual's or family member's receipt of, or request for, genetic services, participation by an individual or their family member in clinical research that includes genetic services, marital status, sex, pregnancy, childbirth, breast feeding, medical conditions related to pregnancy, childbirth, or breast feeding, gender, gender expression, meaning a person's gender-related appearance or behavior, the perception of such appearance or behavior, whether or not stereotypically associated with the person's sex at birth, gender identity, meaning a person's internal understanding of their gender, or the perception of a person's gender identity, which may include male, female, a combination of male and female, neither male or female, a gender different from the person's sex assigned at birth, or transgender, sexual orientation including heterosexuality, homosexuality, bisexuality, military or veteran status, including past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.

Job description: A highly respected and growing public accounting firm is seeking an experienced Tax Manager to join its Woodland Hills team in a dynamic, client-facing leadership role. This opportunity is ideal for a technically strong CPA who enjoys building relationships, solving complex tax challenges, and helping drive business growth within an entrepreneurial environment. This role blends advanced tax expertise with strategic advisory work, offering exposure to sophisticated clients, high-level planning initiatives, and complex transactional matters. Youll work closely with business owners, high-net-worth individuals, and leadership teams while helping shape long-term tax strategies and providing proactive financial guidance. The position involves managing and reviewing complex tax engagements across corporations, partnerships, LLCs, trusts, and individual clients. Youll also lead tax planning initiatives, support mergers and acquisitions activity, advise on entity structuring and restructuring strategies, prepare and review tax provisions and consolidated filings, and act as a trusted advisor to clients navigating complex financial decisions. Beyond technical delivery, this role plays an important part in mentoring junior staff, supporting practice growth initiatives, strengthening client relationships, and contributing to the overall strategic direction of the firm. This is an excellent opportunity for an ambitious tax professional looking to combine technical depth with leadership visibility and long-term career growth. Qualifications: • Active CPA license required, • Bachelors Degree in Accounting, Tax, Finance, or related field required, • 5+ years of public accounting tax experience preferred, • Strong expertise in:, • Tax provisions and consolidations, • Tax planning and strategy, • Transactional tax matters, • Corporate, partnership, LLC, trust, and individual taxation, • Experience advising on mergers, acquisitions, restructurings, and entity planning, • Excellent communication, leadership, and client relationship management skills, • Proven ability to manage engagements and mentor junior staff, • Outgoing, entrepreneurial mindset with strong networking and business development capabilities, • Strong technical problem-solving and advisory skills Why is This a Great Opportunity: This is more than a traditional tax management role. Its an opportunity to become a strategic advisor within a growing and entrepreneurial firm where your technical expertise, leadership ability, and client relationships will directly influence long-term success. Youll gain exposure to sophisticated tax matters and complex advisory work while working closely with business owners and high-net-worth clients on impactful financial decisions. The environment is collaborative, growth-focused, and designed for professionals who want visibility, influence, and career progression. For tax professionals who enjoy both the technical and relationship-building side of public accounting, this role offers an exciting blend of leadership, advisory work, practice growth, and long-term advancement potential within a highly respected firm environment.

Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Senior Manager! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You'll enjoy this role if: • You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve, • You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges, • You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions, • You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!), • You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow What you will do: • Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients:, • Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational, • Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740, • Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration, • Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas, • Manage client engagement staffing, billings/collections, and ensure client profitability targets are met, • Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue, • Invest in your professional development individually and through participation in firm wide learning and development programs, • Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals, • Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications: • Bachelor's degree in accounting or law, or a similar degree in business, masters or advanced degree desirable, • CPA, JD, or EA required, • Eight (8)+ years' experience providing federal tax compliance and consulting services in a professional services firm, • Five (5)+ years' of supervisory experience, mentoring and counseling associates, • Demonstrated management, analytical, organization, interpersonal, project management, communication skills, • Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects, • Highly developed software and Microsoft Suite skills, • Eligibility to work in the U.S. without sponsorship preferred The pay rate ranges for this position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees. The national pay rate range is $120,800 to $231,870 In California: pay rate range is $105,900 to $231,870

Interested in taking your tax and business experience to a whole new level? Want to work with some of the leading hedge and private equity firms, insurance companies, and banks in the world? Want to be on a team with some of the most diverse backgrounds in the industry financial analysts, developers, business analysts, attorneys and accountants? This is the place for you! The Team National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, marketplace needs, or a technological innovation all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries. One of our fast-growing, unique service offerings is our Tax Analysis & Information Reporting for Debt Investments (TARDI) practice. Those pursuing investment opportunities in corporate/government debt, MBS, and ABS markets are consistently challenged to properly address the tax planning and compliance that can apply. This quickly becomes a task that is often heavily dependent upon effective data management and a knowledge of financial products and tax principles. Through a combination of tools developed by Deloitte's Securitization and Partnerships Solutions practices, we can assist with the complex tax and reporting needs of large portfolios of fixed income investments. Work You'll Do As a Manager in this group, you will manage relationships, ensure timely reporting of milestone and dependency status, monitor risks and issues to escalate, and execute day-to-day management activities. You'll oversee asset-level diligence and analysis on debt investments, preparation and/or review of debt taxable income calculations, preparation and/or review of debt taxable income reports, communicating with clients, their servicers and/or administrators and lead client resources. Specific responsibilities of the PSG - TARDI team include: Calculating and/or reviewing taxable income on debt investments including OID, market discount, premium, gain / loss, tax basis, and other items using Deloitte's proprietary TARDI software and tools. Leveraging proprietary software, third party data providers, and credit agreements to research asset level debt origination terms for corporate bond portfolios, mortgage-backed security portfolios, and mortgage loan pools. Leading client engagements: responsible for communicating with client, managing and supporting professionals on our team, developing a game plan to execute on the client engagement and reviewing deliverables. Performing tax research to address tax technical issues that arise related to debt investment related transactions. Train younger professionals on the technical issues that are applicable in our business. Developing requirements for TARDI system enhancements and ongoing testing of TARDI system calculations, processes, and reporting. Supporting pursuit of new client opportunities through review of prospective client debt holdings, development of marketing decks, and analysis of industry public filings. Working within a team and supporting and mentoring junior staff. Qualifications Required: Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 3 days per week 5+ years of full-time professional experience Bachelor's degree in accounting, finance, MIS, or related field required Practical knowledge in fixed income financial products, income tax principles, debt instruments and/or project management Big 4 experience or equivalent Data Analytics experience and solid technology skills One of the following active accreditations obtained: Licensed CPA in State of Practice/Primary Office if eligible to sit for the CPA If not CPA eligible: Licensed Attorney Enrolled Agent Certifications: Project Management Professional (PMP) Chartered Financial Advisor (CFA) Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred: Advanced degree in Accounting, Finance, LLM or other applicable degree Proven problem-solving capabilities Experience serving clients or directly working within the financial services industry Solid experience in financial system design and implementation Background in financial portfolio review, regulatory reporting and bond administration

We're hiring a Senior Tax Manager to join a growing CPA firm. We're seeking an experienced tax professional with a strong public accounting background and a passion for working with closely held businesses and high-net-worth individuals. What we're looking for: • 7+ years of current public accounting experience with a focus on taxation • Strong knowledge of federal and California tax law, GAAP, and related filings, • Experience with small to mid-size businesses and complex individual returns, • Ability to manage workflow, supervise staff, and serve as a trusted client advisor, • Proficiency in Lacerte and QuickBooks (desktop and online), • California CPA license preferred; MST a plus What you'll do: • Lead client relationships and provide tax and planning guidance • Review and prepare complex returns for corporations, partnerships, individuals, and trusts, • Oversee tax projections, deadlines, and workflow, • Mentor and develop tax staff while continuing to grow your own expertise Why join? • Full-time role with medical, dental, vision, and 401(k) • Collaborative, team-oriented culture with strong tenure and work ethic, hybrid schedule capability, • Exposure to clients in the medical and real estate industries, • Firm committed to training, cross-training, and long-term growth If you're an energetic, self-motivated tax professional looking for the next step in your career, I'd love to connect. Pay Details: $175,000.00 to $225,000.00 per year Search managed by: Vanessa Krause Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy 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 OrdinanceMassachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

If yes, consider joining Baker Tilly (BT) as a Tax Principal in our Private Equity Practice! Be a valued business advisor delivering industry-focused tax advisory and compliance services to Private Equity firms. Be a trusted leader of Baker Tilly's tax services providing federal tax compliance and c

The role provides meaningful exposure to investment advisory, estate and tax planning, philanthropic advisory, insurance analysis and family office services, with a long-term pathway to becoming a lead advisor. SCS Financial is seeking a highly motivated and detail-oriented Senior Associate, Client

Job Description Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Private Client Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact within a collaborative and dynamic environment. Responsibilities: · Manage UHNW client relationships with extensive client contact, demonstrating expertise in trust and agency account administration, fiduciary accounting, securities, finance, real estate, taxes, and estate planning. · Develop new business through independent means, collaboration with other departments, senior management, and professional networking. · Delegate work efficiently to Client Advisory support professionals. · Collaborate closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure seamless client service. · Oversee account opening processes, draft correspondence to clients, and manage the transfer/distribution of assets. · Work with the investment team on scheduling clients’ investment performance reviews and monitoring trades. · Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records. · Contribute actively to internal committees as part of the senior team. Requirements: · Bachelor’s degree required; advanced degree (MBA or JD) highly preferred. · Professional certifications such as CTFA, CFP, CFA, or CPA. · Minimum of 8 years of Trust and Estate Planning experience. · Minimum of 5 years in general Wealth Advisory and Portfolio Management, interfacing with UHNW clients. · Proven business development experience within the UHNW space. · Proficiency in legal documents related to trusts, estate planning, and finance. · Established local and regional network of accounting and legal professionals. Rewards: · High visibility to internal executives with opportunities for position expansion and continued professional development. · Competitive base salary, bonus, and compensation structure with excellent benefits. · Rewarding culture within a client-focused, family-oriented firm. If you are a strategic thinker with a strong client focus, ready to contribute to the growth and success of an esteemed organization, apply now to join this dynamic team. Your expertise and leadership will be essential in shaping the future of our client.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Company parties, • Competitive salary, • Dental insurance, • Free food & snacks, • Health insurance, • Paid time off Benefits/Perks • Competitive Compensation, • Health Insurance, • Life Insurance, • Vision Insurance, • Matching 401K Job Summary We are seeking a Financial Advisor/Tax Preparer to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money. You will assess each clients unique financial picture, understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the markets financial data, has excellent communication and presentation skills, and has a track record of successful financial guidance. Some of your duties will consist of preparing/reviewing individual, LLC, estate, partnership, trust, corporate, gift, and non-profit tax returns, run tax projections and financial forecasts, research tax issues, perform accounting and business management duties, and work on special projects. Responsibilities • Gather information to understand each clients overall financial situation and needs and create individualized financial plans, • Make recommendations around a variety of financial products and services, • Maintain up-to-date knowledge of the market and industry trends, • Prepare and review high level partnership, S Corp and individual tax return preparation, • Assist with various tasks when required including preparing/filing/assisting with filing of: SOIs, 1099s, City of LA, WC & Liab audits, State SOS Renewals Deliver a full range of tax services for individuals, corporations, partnerships, trusts, etc..Qualifications • Bachelors degree in finance or a related field, • Previous experience as a Financial Adviser or related position, • Current certificate of qualifications (FCA, CII, DipFA, CISI, or other), • Tax Experience: 5 years, • Understanding of the markets financial data, • Ability to provide reliable, data-based financial advice, • Ability to explain complex financial information in simple terms, • Excellent negotiation, communication, and presentation skills

Job Description Commercial Tax Director This is a hybrid position based in Los Angeles, Woodland Hills, or San Diego, CA. Details: • Review of tax returns, tax workpapers and tax projections., • Provide effective consulting, planning, and compliance for your clients., • Research and document tax issues and identify planning opportunities., • Oversee and manage the day-to-day needs of your clients and tax return process including identification and resolution of tax issues., • Actively develop new business and expand services to existing clients work, acting as a trusted advisor of providing quality work, open and proactive communication, and effective tax strategies., • Participate in industry or service line-related organizations and their events., • Maintain strong relationships with a highly proactive approach to serving clients. Qualifications • Bachelor’s degree in Accounting required, Master’s in taxation is preferred, CPA preferred, • 10+ years of progressive public accounting experience, • Strong technical skills in partnerships, C-corporations, and S-corporations (knowledge in individual taxation a plus)., • A track record of building and sustaining client relationships and high-quality client service, • Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM, and Microsoft Office Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job DescriptionDescription: Background PICO California is a multi-faith network of 9 local affiliates and 529 member institutions. We organize across 18 counties, 73 cities, 35 school districts, and over 75 percent of California’s Senate and Assembly districts. Our Vision is a Moral Economy where all people belong, thrive, and are seen as sacred. Our Vision is a Moral Economy where all people belong, thrive, and are seen as sacred. Our belief is that true change starts with people, their formation, relationships, and collective courage shape a better future. Join our team We are seeking a strategic and grounded General Counsel to serve as the organization’s primary legal advisor. This role is ideal for someone who understands the intersection of law, advocacy, and social justice and can translate complex legal requirements into clear, practical guidance. Reporting to the Deputy Chief of Staff, the General Counsel will lead legal strategy, compliance, and risk management, with a strong focus on 501(c)(3), 501(c)(4), and PAC structures. This role is less about theory and more about real-time problem solving, ensuring the organization can move boldly while staying compliant and protected. Why Join Us Meaningful Impact: Contribute to a mission-driven organization positively impacting our community. Perks and Work-Life Harmony: We recognize the valuable contributions of our staff by offering a comprehensive benefits package and flexible work arrangements. Our commitment to your well-being extends beyond traditional benefits, providing unique perks that promote work-life balance. We strive to create an environment where you can thrive both personally and professionally. Requirements: What You’ll Be Doing: • Serve as a trusted legal partner, supporting key decisions and ensuring the organization operates with integrity and clarity., • Lead legal strategy and compliance across all areas of the organization, ensuring alignment with California nonprofit, lobbying, and political activity regulations., • Advise on governance matters, including Board policies, structures, and compliance practices., • Oversee legal risk management and identify potential issues early while guiding practical solutions., • Review and advise on contracts, partnerships, and agreements to ensure alignment with legal standards and organizational priorities., • Manage outside counsel and support regulatory inquiries, audits, or legal matters as needed. Our Ideal Candidate: • Juris Doctor (JD) and active membership in the California State Bar in good standing., • 7–10+ years of legal experience, including strong expertise in nonprofit and tax-exempt law., • Deep knowledge of 501(c)(3), 501(c)(4), and PAC compliance, including lobbying and political activity regulations., • Understanding of California employment law., • Experience advising nonprofit or social justice organizations., • Ability to translate complex legal concepts into clear, actionable guidance., • Strong judgment, discretion, and a solutions-oriented mindset.Why This Role Matters: This role ensures the organization can do bold, impactful work while remaining grounded in strong legal and ethical practices. Your work directly supports the organization’s ability to advance its mission and serve the community with integrity. Compensation and Benefits PICO California is committed to diversity in its staff and offers a competitive salary and comprehensive benefits, including the flexibility of a hybrid role, 100% employer-paid health, vision, and dental for staff members and dependents, and a robust 401(k) plan. Generous paid time off, including holidays, to complement our supportive and collaborative culture. This is a two-year position designed to support key organizational priorities with the possibility of extension. Range: $150,000-$170,000. Equal Opportunity Employer We provide equal employment opportunities to all staff and applicants for employment without regard to 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.

Job DescriptionDescription: ABOUT US At TTC, we are Enriching lives by connecting people and places. For over 100 years, we’ve been bringing the world closer together by crafting journeys that create lasting memories, lifelong friendships and meaningful cultural connections. Across more than 70 countries and our award-winning brands, we design and deliver travel experiences that go beyond sightseeing - they change perspectives. Behind every unforgettable journey is a passionate team making it happen. That’s where you come in. OUR VALUES Everything we do is guided by our five shared commitments: • Value Every Voice - We put people first., • Act with Integrity - We do what’s right., • Explore Beyond Boundaries - We’re driven by curiosity., • Own the Outcome - We take responsibility for our decisions., • Succeed Together - We’ve got each other’s backs. THE OPPORTUNITY We are seeking a highly capable, commercially minded Financial Controller and Business Partner to join our Specialist & Adventure Division supporting our North America FIT businesses, including African Travel, Lion World Travel, and Brendan Vacations. This is far more than a traditional Controller role. You will serve as both: • A strategic business partner to senior leadership providing performance insight., • The finance leader responsible for financial control, reporting integrity, and operational insight. This role is ideal for someone who enjoys operating at both the strategic and detailed levels — a hands-on leader who can influence decision-making, improve performance, and build strong financial discipline within a growing international business. WHAT YOU'LL DO Strategic Finance, Business Partnering & Performance Insight • Partner closely with the CEO and leadership team to drive business performance and strategic decision-making, • Lead budgeting, forecasting, long-range planning, and financial modeling, • Deliver meaningful KPI reporting, profitability analysis, and commercial insight, • Evaluate investments, risks, and growth opportunities, • Help build a stronger data-driven performance culture across the business Financial Control & Operations • Oversee month-end close, reporting accuracy, reconciliations, audit, tax, and treasury activities, • Ensure strong financial controls and integrity across multiple entities, • Partner with shared services and global finance teams to improve processes and scalability, • Lead continuous improvement initiatives across systems, reporting, and operational finance Leadership • Lead, coach and develop finance team members, establishing clear objectives and fostering a commercially focused, high-performing finance function, • Act as a key finance advisor to executive leadership, • Support transformation initiatives within a growing, globally connected organizationRequirements: WHAT YOU'LL BRING • CPA (or equivalent accounting qualification), • Bachelor's degree in finance, accounting, business administration or related field, • 5–10+ years of progressive finance/accounting experience, • Strong blend of: Financial controllership, FP&A / forecasting, Commercial business partnering, • Strong analytical and financial modeling skills, • Meticulous attention to detail, • Advanced Excel and ERP experience, • Experience supporting senior business leaders and influencing decision-making, • Experience managing and influencing remote teams, • A collaborate mindset with a passion for developing others, • Ability to operate both strategically and hands-on NICE TO HAVE • Multi-entity or complex organizational experience preferred, • Solid knowledge of Oracle preferred, • Travel, hospitality, or consumer-facing industry experience is a plus WHY THIS ROLE? • High visibility role with executive partnership, • Opportunity to shape finance within a transforming global organization, • Broad scope across commercial finance and controllership, • Exposure to strategic initiatives, operational leadership, and international teams, • Opportunity to make measurable business impact WORK ENVIRONMENT • Work Location: Hybrid in Glendale, CA., • Travel: Specialist & Adventure businesses are based in Australia, US and UK/Ireland with requirement to manage meetings and calls to suit, plus occasional internal and domestic travel (e.g., Dublin and UK) The Travel Corporation is an equal opportunity employer and does not discriminate against race, color, creed, sex, gender, religion, marital status, age, national origin, sexual orientation, or any other consideration made unlawful by federal, state, or local laws or ordinances. The Travel Corporation is proud to be an equal opportunity employer. We not only encourage and support diversity in the workplace, we celebrate it! If you feel you have the skills and experience to thrive in a supportive and inclusive environment, we want to hear from you!

Job Description JOB DESCRIPTION JOB TITLE: Associate Advisor / Wealth Planner EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Advisory Team REPORTS TO: Lead Advisor EFFECTIVE DATE: 8/7/2025 SUMMARY: This position works directly with clients assisting them with reviews, market updates, trades, and other areas such as Financial, Estate & Retirement Planning. As a member of an advisory team, each member works together servicing clients. This may also involve prospecting and attaining new clients. DUTIES AND RESPONSIBILITIES: • Oversees client planning, implementation, and service details., • Conducts investment reviews., • Responds to service issues., • Maintains client and practice management data., • Independently serves and grows existing investment clients. SUPERVISORY RESPONSIBILITIES: • This job has no supervisory responsibilities. QUALIFICATIONS: • Bachelor's Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience., • Certificates, licenses, and registrations required: FINRA licenses Series 7 and 66, and enrolled in study courses for the Certified Financial Planning (CFP), • Computer skills required: Spreadsheet Software (Excel); Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software., • Familiarity with E-Money or similar preferred, • Some tax background a plus COMPETENCIES: • Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce., • Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values., • Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events., • Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures., • Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time., • Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals., • Cost Consciousness - Works within approved budget; Develops and implements cost saving measures; Contributes to profits and revenue; Conserves organizational resources., • Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments., • Delegation - Delegates work assignments; Matches the responsibility to the person; Gives authority to work independently; Sets expectations and monitors delegated activities; Provides recognition for results., • Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan., • Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed., • Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention., • Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things., • Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions., • Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others., • Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals., • Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings., • Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics., • Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments., • Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality., • Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly., • Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed., • Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others., • Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job DescriptionBPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation. The Tax Manager/Director in our Flow-Through practice plays a key leadership role in delivering tax compliance and planning services for partnerships, LLCs, and S corporations. This individual manages and executes complex client engagements, providing strategic guidance that supports both tax efficiency and overall business objectives. In this role, you’ll work closely with clients and cross-functional teams to develop tailored tax solutions, ensuring high-quality service delivery across a diverse portfolio. You’ll also oversee engagement workflows, review technical work, and serve as a trusted advisor to clients on flow-through tax matters. As a leader within the team, the Tax Manager/Director mentors and develops junior staff, fostering technical growth and promoting best practices. This position is ideal for a tax professional who thrives in a fast-paced environment, values client interaction, and is committed to deepening their expertise in partnership and S corporation taxation. Industries: Looking for client experience in Real Estate, Manufacturing, Consumer Business & Professional Services. Note: Preferred candidates will be based in Southern California or the Bay Area. Those within 45 minutes of a BPM office will be expected to follow a hybrid schedule. We have: • A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals., • The resources, expertise, and global capability of a Big Four accounting firm together with the responsiveness and accessibility of a local firm., • A strong regional presence in the Bay Area, while still serving our clients nationally and internationally., • Recognition as one of the Bay Area’s “Best Place to Work” and “No. 1 Best Large Accounting Firm to Work For” by Accounting Today.Requirements:, • Bachelor’s degree in accounting, finance, engineering, technology, or related field., • Licensed CPA OR EA certified, • Working knowledge of tax compliance and consulting with a variety of clients in varying industries., • Minimum of 4 years of experience working in a professional services organization with a taxation focus., • Prefer experience from Big 4 or other large international accounting or consulting firm., • The ability to oversee complex tax research projects for a variety of clients and diverse industries., • Able to manage multiple complex projects and deliver in a timely manner., • Ability or interest in generating and building business, ability to delegate work and manage staff., • Strong analytical ability and problem-solving skills., • Excellent communication and presentation skills., • Experience mentoring and training more junior level team members.Responsibilities:, • Maintain and develop client relationships as primary client contact on all tax compliance and consulting matters., • Provide tax compliance and consulting to a diverse base of flow-through clients in the Real-Estate, Crypto Currency, Venture Capital, Private Equity and/or Wine Industry., • Work with clients to minimize their federal, state, and local tax liability., • Deliver and Develop innovative financial planning ideas that meet or exceed client expectations., • Oversee complex tax research projects for a variety of clients and diverse industries., • Develop recommendations and implementation plans for clients and team members., • Develop and motivate tax seniors and associates by reviewing their work and providing them with counseling, leadership and career guidance. What you get:, • Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility., • Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections., • Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself., • Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University. Who is successful at BPM:, • Caring people who put others first, • Self-starters who embody the BPM entrepreneurial spirit, • Authentic individuals with a diverse point of view, • Lifelong learners with a drive to excel, • Resilient people who rise to the occasion Pay Range - $125,000 - $175,000The salary range provided is intended for candidates in the San Francisco Bay Area who meet the minimum requirements of the position. Candidates who do not reside in the San Francisco Bay Area, do not meet the minimum requirements, or exceed the requirements are encouraged to apply and a recruiter will provide you with a range specific to your location and qualifications.Wondering if you should apply? At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. * BPM provides equal employment opportunities to all employees and applicants for employment and prohibits 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. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionDescription: Aldrich CPAs and Advisors is looking for Tax Managers. These positions involve working closely with our clients in the Construction industry. As a trusted advisor to our clients, you'll dive into intricate tax matters and offer strategic guidance with partner oversight and support. At Aldrich, we serve clients as part of a team, each representing a unique area of expertise. A Tax Manager provides client service, relationship management, and consulting services. This role serves as the tax expert and coordinates all aspects of the tax relationship. This position is client facing, so the ideal candidate has excellent communication skills, enjoys interacting and building client relationships, and provides timely and high-quality deliverables that exceed client expectations. If you want to work with people who care about their co-workers, clients and communities, strive to achieve a healthy work-life balance within the demands of our seasonal business cycle, and understand the importance of giving back to the community, we want to meet you. Check out more about Aldrich at https://aldrichadvisors.com/. Requirements: You'll Get a Chance To • Coordinates and plans service delivery to clients, including conducting review meetings, • Participates in the creation and development of processes and infrastructure designed to service clients, • Analyzes client financial information, assesses needs, and determines advanced strategies necessary to meet clients' objectives, • Manages all aspects of the client relationship, • Leads new client prospecting, designs presentations, and leads closing meetings, • Develops and mentors staff and seniors through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals, • Manages risk and financial performance of engagements including billings, collections, and project budgets What You Bring to the Team • 6+ years recent experience in public accounting with a primary focus on tax, • Ability to supervise others, • Excellent research and writing skills, • Successful completion of the CPA exam, licensed CPA, JD, or EA How We'll Reward You At Aldrich, we know a great client experience starts with an exceptional employee experience. We value our team members and offer a comprehensive benefits package designed to support your health, financial well-being, and overall quality of life. Here's what you can expect: Comprehensive Health Benefits and Retirement Savings: • Medical, dental, and vision insurance, • Life and disability insurance, • Health savings (annual contribution of $1,500), flexible spending accounts, and dependent care benefits, • 401(k) plan with 1.5% match and 5% annual discretionary profit sharing Generous Time Off: • 5 weeks of vacation and sick leave combined into a Paid Time-Off bank, • 10 Paid Holidays, including two Floating Holidays, • 16 Hours of Volunteer Time, • 6 week Paid Sabbaticals every 7 years, • 6 weeks of Paid Parental Leave This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location and other job-related reasons. Aldrich also ensures internal equity in all pay decisions. The current estimated salary range for this position is $125,000 - $165,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals. For a full summary of our benefit offerings, check out Life at Aldrich at https://aldrichadvisors.com/careers/life-at-aldrich/. What You Should Know Licensed CPA, Enrolled Agent, JD, or successful completion of the CPA exam is required. This is not a remote position, but hybrid work options are available and candidates must be legally authorized to work in the United States without the need for employer sponsorship. Why Aldrich Aldrich is a growth-minded west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values driven firm committed to accountability, agility, collaboration, and respect. Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients and our communities. Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals’ pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer. To Apply Submit your resume. A brief cover letter is optional and appreciated. We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.

Job Description Masuda Funai is seeking a California-licensed commercial law associate with 2 to 5 years of commercial and data privacy law experience for our Torrance, CA office. Summary In this role, you will primarily assist clients with commercial contract drafting and review, advice on regulatory compliance, and data privacy compliance and audits, as required by the Practice Group. Essential Functions • Draft, review, or revise general non-disclosure agreements, terms and conditions of sale or purchase, and other general commercial agreements, • Draft and review licensing agreements for software and other forms of intellectual property, • Conduct research and draft appropriate legal memoranda on legal compliance issues for routine business matters, • Assist with annual and semi-annual audit processes for multinational corporate groups for compliance with state and federal data privacy laws, • Work in coordination with non-US lawyers for completion of global data privacy compliance programs for corporate clients, • Draft, review, or revise data privacy policies for use in US market by business clients, • Assist with due diligence reviews in M&A transactions, • Respond to clients in a timely, forthright, and professional manner, • Coordinate and collaborate with attorneys, legal assistants, and assigned staff, as well as provide reasonable support to colleaguesRequired Qualifications, • Active license to practice law in California, • Juris Doctor from an accredited law school, • 2-5 years of data privacy and commercial law experience at a law firm, • Federal and state court experience a plus, • Superior verbal and written communication skills, • Strong research, analytical and problem-solving skills, • Strong organizational skills and attention to detail, • Flexible and adaptable with the ability to multi-task, • Excellent time management skills with proven ability to meet deadlines, • Ability to prioritize tasks and to delegate them when appropriate, • Able to work independently in a fast-paced work environment, • Proficient in Microsoft Office SuiteBenefits, • Associate Mentoring Program, • Hybrid, flexible schedule, • Generous PTO policy, • Remote work stipend for technology, home office, and incidentals, • Premium medical, dental, and vision plans, • Flexible spending accounts for medical, dependent care, and commuter benefits, • Complimentary Identity Protection Coverage, • Generous 401(k) profit sharing plan and access to a personal financial advisor, • Optional Voluntary Life, Accident, Critical Illness, Short-term Disability, and Pet Insurance Compensation The salary range for this position is based upon various factors including the individual's experience, skills, and qualifications. An estimate of the salary range for individuals working a hybrid schedule in our Torrance office is $145,000- $170,000. About Us Masuda Funai provides legal services to international companies with critical business needs in the United States. We advise multi-national companies in the establishment and growth of their operations and facilities in the U.S., frequently serving as their U.S. general legal counsel. Our international experience, cultural insight and the multilingual capability of our attorneys and staff make us uniquely qualified to represent companies of all sizes in all phases of the business life cycle. Our experience ranges from complex M&A and financing transactions, to tax analysis and real estate deals, to joint ventures and other development arrangements, to general day-to-day operations counsel. In everything we do, we focus on providing timely and highly customized services that fit our clients’ needs. Masuda Funai is an equal opportunity employer committed to promoting a diverse workplace. Powered by JazzHR TIUCw6OLVg

Job Description Tax Principal | Director - Estate, Trust, Gift exp. Los Angeles | Encinco | Irvine | Phoenix | Salt Lake City Full Time | Hybrid Schedule (2-days in office weekly, flexible) About Us: We are a dynamic and people-centric tax and advisory firm built on partnership, deep technical expertise, and a commitment to client service excellence. Our teams tackle complex tax issues for businesses and individuals alike, and we invest in professional growth, collaborative culture, and rewarding career paths. The Position: We are seeking a high-caliber Tax Principal / Director to join our growing Estate Gift, Trust, HNW tax practice with a focus on Ultra high-net-worth individuals, S-Corporations, and closely-held entities. In this senior role, you’ll lead client relationships, deliver sophisticated tax planning and compliance services, mentor and develop tax staff, and help drive business growth. While deep real estate partnership experience is a significant plus, it is not mandatory. What You’ll Do • Oversee and perform technical review and delivery of federal and multi-state income tax compliance for UHNW, estate, trust, gift, individuals, and related entities., • Lead tax planning engagements, offering proactive strategies for entity structuring, wealth transfer, state & local issues, and transactional tax matters., • Provide senior-level technical research and correspondence on complex tax issues, including partnership allocations, basis adjustments, and entity-specific considerations., • Manage and mentor teams of tax professionals, ensuring high-quality work product and professional development., • Direct engagement workflow, budgets, scheduling, and billing oversight., • Build and maintain strong client relationships, serving as a trusted advisor and helping expand service opportunities., • Communicate complex tax concepts clearly with clients and internal teams. What You Need (Qualifications) • 10+ years of progressive technical tax experience, ideally with significant exposure to partnerships and flow-through entities., • Strong experience with Estate, Trust, Gift, UHNW, etc., • CPA license required, • Demonstrated ability to manage multiple engagements and deliver client solutions with strategic insight., • Excellent leadership, communication, and analytical skills., • Proven track record of mentoring, team leadership, and developing talent. What’s Offered (Competitive Full Package) • Salary: $185,000– $230,000 / year (DOE), • Annual performance-based bonus opportunities, • Comprehensive benefits: Medical, Dental, Vision, • 401(k) with employer match, • Generous PTO, personal, and holiday time, • Flexible Hybrid work schedule: 2 days in the office weekly, • Support for professional development and continuing education, • Engaging, collaborative firm culture with opportunities for advancement Apply Today: Apply directly to this posting with your updated resume, then email it to ian.kerr@BancroftSP.com for a prompt review and confidential consideration. Explore Active Opportunities: We encourage you to continue checking our Careers Page and following us via LinkedIn. We’re consistently posting new opportunities, market insights, trends, and recruiter tips. • BancroftSP.com/Careers/, • LinkedIn – Bancroft Staffing Partners Equal Opportunity Statement: Bancroft Staffing Partners is an equal opportunity employer. We celebrate diversity & are committed to creating an inclusive environment for all employees & candidates, regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Job Description Tri Star Sports and Entertainment Group is a renowned business management firm serving high net-worth clients in the sports and entertainment industry. Tri Star provides comprehensive financial and advisory services including accounting, tax, tour management and wealth preservation strategy. We foster a culture of professionals who are committed to super serving our clients and their trusted advisors. Tri Star seeks to employ innovative methods to provide the highest level of accounting and business management services. We create a financial foundation and path to sustain growth and stability which allows our clients to focus on their fullest professional and personal goals. Position Summary Reporting directly to the CEO, the Chief Financial Officer (CFO) will be responsible for all aspects of financial accounting and reporting as a member of the senior executive team responsible for driving business strategy and profit growth. The CFO will bring insightful analysis, process, reporting, metrics, and discipline control to drive continuous margin improvement. This role leads all aspects of finance, including accounting, reporting, forecasting, and financial operations, while also owning client economics, margin optimization, and the financial infrastructure required to scale the firm. This position requires a highly motivated self-starter who possesses strong initiative and the ability to complete multiple projects in a deadline-driven environment. The ideal candidate is an experienced finance leader who thrives in a fast-paced, multi-entity environment and can build scalable processes, strengthen financial discipline, and serve as a trusted advisor to executive leadership. Critical outcomes include supporting the executive team with key financial information and operational analytics, driving a culture of accountability in managing the business, adding value to operating businesses, and voicing well-substantiated dissenting opinions. Job Essentials, Responsibilities, Duties STRATEGIC LEADERSHIP AND PLANNING • Integrate tax, accounting, and financial advisory insights into firm-wide and client-level decision-making., • Partner with Business Management teams to align billing with services, ensure profitability, and support complex client situations., • Monitor and direct the implementation of strategic business plans and develop financial and tax strategies., • Manage capital requests and budgeting processes., • Develop performance measures that support the firm’s strategic direction., • Implement operational best business practices., • Oversee financial performance and structural integrity across client entities. FINANCIAL AND OPERATIONAL LEADERSHIP • Manage third parties to which functions have been outsourced (payroll, systems, banking)., • Recruit, lead, manage, assess and help build a high-performance team and growth culture based on providing value to customers, direct communication, compliance and accountability., • Analyze all client engagement economics to determine current and future headcount budgets partnering with HR to determine staffing, talent, and other people-related needs while ensuring the company maintains margins., • Provide key leadership in corporate and operational financial functions including financial and operational control; business integration; planning, forecasting and analysis; cash flow; taxes; and corporate development., • Oversee financial performance across complex, multi-entity client structures, ensuring alignment between engagement terms, service delivery, and profitability., • Partner closely with Business Management teams to optimize client economics, billing accuracy, and resource allocation. REPORTING, ANALYTICS & PERFORMANCE MANAGEMENT • Deliver accurate and timely financial reporting (monthly, quarterly, annual) and management insights, • Lead financial modeling, forecasting, and scenario analysis, • Monitor business performance against budget and strategic goals, identifying risks and opportunities, • Implement tools, systems, and dashboards to enhance reporting, efficiency, and decision-making RISK MANAGEMENT & COMPLIANCE • Establish and maintain internal controls, policies, and regulatory compliance processes, • Oversee audits, filings, and financial reporting accuracy, • Manage risk across financial operations, legal exposure, and industry-specific considerations, • Ensure proper documentation and compliance with government, tax, and audit requirements SYSTEMS, PROCESS & INFRASTRUCTURE • Lead implementation and optimization of financial systems, tools, and ERP platforms, • Drive automation and process improvement across accounting, billing, and reporting, • Ensure data accuracy, system integrity, and operational scalability, • Oversee complex billing structures across clients, ensuring accurate revenue capture REPORTING • Ensure the issuance of financial reporting packages (annual, quarterly, monthly and weekly deliverables)., • Oversee the establishment of ad hoc financial modeling as needed and production of budgets and forecasts., • Establish financial and operating metrics to measure performance., • Identify, implement, and manage tools to increase efficiency to increase client profitability and revenue forecasting., • Review monthly results, identify trends, assess if budget for the year is achievable, identify significant variations and potential impact on operations and headcount, as well as Tri Star profitability and client margin goals. RISK MANAGEMENT • Understand and mitigate key elements of the firm’s risk profile., • Monitor all open legal issues affecting the industry., • Ensure appropriate and reliable control systems are in place., • Ensure that record keeping meets the requirements of auditors and government agencies., • Monitor cash projections and forecasts and arrange for debt and equity financing., • Experience in capital raises and deal structure. Specific Job Knowledge, Skills, and Abilities • Strategic thinking with strong financial and operational acumen, • Excellent leadership, communication, and influencing skills, • Strong judgment and decision-making capability, • Advanced problem-solving and analytical expertise, • Ability to operate effectively in a fast-paced, high-growth environment Qualifications: • Ability to reliably commute to and report to the Tri Star office., • Bachelor’s degree in accounting, Finance, or Economics., • Preference will be given to candidates with CFP, CPA, or CMA designations., • Strong academic record., • 15+ years of progressively responsible experience, at least five of which are in the entertainment or music industry. Candidates should have experience partnering with an executive team and possess high-level written and oral communication skills. Tri Star Core Values PERFORMANCE: We provide clients with excellent reporting and service HONEST & INTEGRITY: We are transparent and accountable, always being truthful to staff and clients TEAMWORK: We actively participate in group discussions, tasks, and projects COMMITMENT: We are dedicated to our roles within Tri Star, the core values of the firm and the clients TECHNOLOGY: We seek to capitalize on innovative technologies and contribute to positive change in the firm This job description is not intended to be a comprehensive list of all requirements of this position.

Job DescriptionDescription: JOB SUMMARY AGSE is seeking a results-driven Vice President of Accounting to lead the financial team across our global organization. The VP Finance will be a member of the executive team, responsible for overseeing financial reporting, planning, and risk management. This role requires both high-level strategic thinking and hands-on financial management experience in a dynamic and growing environment. JOB DUTIES AND RESPONSIBILITIES Strategic Financial Leadership • Exemplify, retain, and communicate “up to date” ASC, GAAP, IFRS, and related accounting pronouncements in accurate financial reporting for domestic and international business units and affiliated entities., • Develop and execute financial strategies aligned with the company's goals and objectives., • Serve as a strategic advisor to the COO on financial planning and business operations., • Participate in key decisions as a member of the executive leadership team. Accounting, Reporting, and Risk Management • Ensure accurate and timely financial statements in accordance with ASC, GAAP, and IFRS pronouncements to ensure meeting regulatory reporting standards., • Oversee statutory audit requirements with international operations., • Oversee cost accounting and related functions., • Maintain a strong internal control environment., • Identify and mitigate financial and operational risks., • Oversee tax compliance and reporting requirements. Tax and Compliance. • Have a knowledge and understanding of tax compliance and reporting requirements for an international company. Financial Planning & Analysis • Provide timely and accurate financial analysis, performance metrics, and business insights., • Monitor financial performance and proactively recommend corrective actions., • Supporting M&A opportunities, as may be required, include due diligence and analysis. Cash Flow & Treasury Management • Manage cash flow and banking relationships and provide input to ownership on investment strategies., • Oversee financing, capital structure, and risk management initiatives. Operational Efficiency • Evaluate and optimize financial systems, tools, and processes for scalability and efficiency., • Partner with department heads to drive financial discipline across the organization., • Lead commercial insurance and risk management. Understanding of insurance requirements for a multi-entity international organization. Team Leadership • Lead, mentor, and develop a high-performing finance and accounting team., • Foster a culture of continuous improvement, accountability, and collaboration. JOB REQUIREMENTS AND MINIMUM QUALIFICATIONS • You MUST have a bachelor’s degree in accounting., • You MUST have significant up-to-date knowledge in ASC, GAAP,, • You MUST have significant knowledge of cost accounting in a manufacturing setting., • Must be comfortable working ONSITE only., • 8 to 10 years of progressive financial leadership experience., • Minimum 4 years of experience in the manufacturing industry., • Strong understanding of financial management, budgeting, and business operations, • Proven ability to build relationships and influence stakeholders at all levels, • Excellent communication, analytical, and leadership skills, • Proficiency with financial software and systems (e.g., ERP, Excel, BI tools, tableau) PREFERRED EXPERIENCE • MBA or Master's Degree, • CPA License preferred, • 3 years of prior experience as a Vice President of a sizable/complex organization., • Scaling manufacturing operations or transitioning through growth phases., • Familiarity with international operations, trade compliance, or multi-entity reporting., • Experience with lean manufacturing and continuous improvement initiatives., • Prior experience with Epicor ERP software. Job Type: Full-Time Employment Pay: Base Salary Range $240,000 to $250,000 per year, discretionary bonus up to 35% of base. This role is considered exempt and an “ONSITE” role only. • Four weeks of Paid time off, • Benefits, • 401(k), • 401(k) matching 100% up to 5% of compensation, • Dental insurance, • Employee assistance program, • FSA “Flexible Spending Account”, • Health insurance, • Life insurance, • Tuition reimbursement, • Vision insurance What We Offer Advanced Ground Systems Engineering (AGSE) offers an excellent benefits package, which includes healthcare, a 401(k) plan, and tuition reimbursement. To learn more about AGSE and our products or services, please visit us on the internet at www.agsecorp.com. AGSE is required by law in certain jurisdictions to include a pay scale in the job posting for this position. "Pay scale" means the salary or hourly range that AGSE reasonably expects to pay for this position; it is neither a promise nor a guarantee of the compensation that the successful candidate will receive. The pay scale for this position considers the wide range of factors that AGSE considers in making compensation decisions, including, without limitation: skill set, experience, and training, licensure and certifications, and other business and organizational needs. Please note that it is not typical for AGSE employees to be at or near the top of the pay scale for their role - especially as a new hire - and compensation decisions are dependent on the facts and circumstances of each case. PHYSICAL REQUIREMENTS & WORKING CONDITIONS While performing the duties of this job, employees are regularly required to sit, walk and stand; talk or hear, both in person and by telephone; use hands repetitively to finger, handle, feel or operate standard office equipment; reach with hands and arms; and lift up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus. The work environment characteristics described here represent those employee encounters while performing this job's essential functions. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. Employees work under typical office conditions, and the noise level is usually quiet to moderate. However, in certain assignments, an employee may work near moving equipment and be exposed to toxic or caustic chemicals, biological hazards, airborne fumes, outdoor weather conditions, and loud, prolonged noise. Education: • Bachelor's (Required) Location: • Santa Fe Springs, CA 90670 (Required) Benefits: • 401(k), • Dental insurance, • Employee assistance program, • Flexible spending account, • Health insurance, • Life insurance, • Paid time off, • Tuition reimbursement, • Vision insurance Work Location: In person Requirements:

Job Description Woodland Hills, CA $145,000 – $184,999 The Opportunity A highly respected and growing public accounting firm is hiring a Tax Manager to join its Woodland Hills team in a client-facing leadership role. You'll combine advanced tax expertise with strategic advisory work, serving business owners, high-net-worth individuals, and leadership teams on sophisticated planning initiatives and complex transactional matters. Your technical depth, client relationships, and leadership will directly influence the firm's long-term growth. Why You'll Love This Role • You'll gain exposure to complex advisory work including mergers and acquisitions, entity structuring, and high-level tax planning — not just compliance, • You'll work closely with business owners and high-net-worth clients on impactful financial decisions, • The environment is collaborative and growth-focused, built for professionals who want visibility, influence, and career progression, • This role blends technical leadership with practice growth and long-term advancement potential within an entrepreneurial firmYour Day-to-Day, • Manage and review complex tax engagements across corporations, partnerships, LLCs, trusts, and individual clients, • Lead tax planning initiatives and develop long-term tax strategies for clients navigating sophisticated financial decisions, • Advise on mergers, acquisitions, entity structuring, and restructuring strategies, • Prepare and review tax provisions and consolidated filings, • Serve as a trusted advisor to clients, providing proactive financial guidance and strengthening relationships, • Mentor junior staff and support their professional development, • Contribute to practice growth initiatives, business development, and the firm's overall strategic directionWhat We're Looking For, • Active CPA license required, • Bachelor's degree in Accounting, Tax, Finance, or a related field, • 5+ years of public accounting tax experience preferred, • Strong expertise in tax provisions, consolidations, tax planning and strategy, and transactional tax matters, • Experience across corporate, partnership, LLC, trust, and individual taxation, • Background advising on mergers, acquisitions, restructurings, and entity planning, • Excellent communication, leadership, and client relationship management skills, • Proven ability to manage engagements independently and mentor team members, • Entrepreneurial mindset with strong networking and business development capabilitiesReady to Apply? If you're a CPA who thrives on solving complex tax challenges and building lasting client relationships — and you're ready for a role where your expertise shapes real business outcomes — we'd like to hear from you. Apply today through Great Bay Staffing. Your resume will never be shared without your permission.

Job Description Financial Advisor (Entry Level or Experienced) As a Financial Advisor at True Path Financial, you'll have the chance to shape your own career while making a significant impact on the lives of others. You’ll build lasting relationships with clients, guiding them through various stages of their financial journeys with a suite of diverse and innovative financial solutions. Our mission is to provide families with stability and confidence, and you'll be at the forefront of this important work. We’re committed to your growth with comprehensive training and resources to help you succeed. Whether you're new to the field or have experience, you’ll find a supportive environment that encourages professional development and personal achievement. Join us to enjoy a career with structured support, potential for substantial earnings, and the satisfaction of helping clients meet their financial goals in an ever-evolving world. This position is not fully remote. • Job Types: Full-time, Contract, • Pay: $50,000 - $150,000 per year, • Compensation Package: Commission pay, • Ability to Commute: Los Angeles, CA, • Ability to Relocate: Los Angeles, CA: Relocate before starting work, • Work Location: Hybrid remote in Los Angeles, CACompensation: $50,000 - $150,000+ at plan commission Responsibilities: • Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives., • Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies., • Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients., • Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded., • Actively prospect and generate new business opportunities through networking, referrals, and community involvement. Qualifications: Desired Skills & Qualifications: • Bachelor's Degree or equivalent in work experience., • Excellent communication and relationship-building skills., • Integrity and Strong Work Ethic., • Business-Minded Spirit., • Confidence and Resilience. Competitive Advantages: • Extensive professional development, training, and mentoring programs., • Industry leader with excellent financial strength and impeccable integrity., • Innovative market development tools., • State-of-the-art financial analysis software., • Flexibility to balance career and personal needs., • Excellent compensation and benefits. About Company At True Path Financial, we are proud to be Champions of Financial Freedom—helping individuals, families, and business owners build the confidence and security they need to pursue their financial goals. As an agency of National Life Group, we are part of a mission-driven organization with more than 176 years of experience helping families protect what matters most and plan for the future with confidence. Guided by National Life Group’s mission “To Do Good,” we are committed to making a positive impact in the communities we serve while helping our clients navigate life’s financial milestones. We’re looking for motivated professionals who are passionate about building a rewarding career in financial services while making a meaningful impact in the lives of others. If you value structured support, mentorship, and professional growth opportunities, we’d love to connect with you!

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. We are looking for our next Advisor. In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough, • Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas, • Prepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies, • Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software, • Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances, • Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts, • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Seeks out leadership roles in the team and firm projects/assignments, • Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support, • Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically, • Crafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation, • Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA), • Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Following client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately, • Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM, • Partners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames.Your Experience:, • 4 + years of experience in financial planning, wealth management or a related industry preferred, • Undergraduate degree required, • Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required., • Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job, • Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively, • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.Skills & Attributes, • Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows, • Exceptional communication skills, both written and verbal, with clients and co-workers, • Exceptional interpersonal skills and demonstrated teamwork mentality, • Must be able to project a capable and trustworthy image, • Must be a self-starter and proactively manage workload, communications, and ownership of tasks, • Commitment to excellence and high standards, • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm, • A high degree of personal integrity, maturity, and acute attention to detail, • Strong analytical and problem-solving skillsWe are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Join Baker Tilly as a Tax Manager-NFP! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to our myriad nonprofit clients. Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping as

Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. Overview If you’re a seasoned benefits professional who thrives on building trusted partnerships, solving complex challenges, and making a meaningful impact, Keenan invites you to bring your expertise to a team that’s shaping the future of insurance consulting in California. For more than 50 years, Keenan has been a leader in serving California school districts, public agencies, and hospitals with innovative solutions in employee benefits, workers’ compensation, loss control, financial services, and property & liability. Now as part of Gallagher, a global powerhouse in insurance, risk management, and consulting, you’ll join a culture built on integrity, collaboration, and a commitment to helping organizations and communities thrive. We are seeking an experienced Employee Benefits Account Manager to support and grow a portfolio of Centers of Excellence (COE) accounts. In this client‑facing role, you will be responsible for delivering proactive, high‑quality service across the full employee benefits lifecycle—including renewals, open enrollment, compliance, vendor management, and strategic initiatives. You will serve as a trusted advisor to clients, partner agencies, and internal Keenan/Gallagher teams, ensuring a seamless, solutions‑oriented experience while driving long‑term client retention and satisfaction. This role is remote within the state of California and provides a competitive salary range of $75,000 to $115,000 annually, based on experience and qualifications. How you'll make an impact Client Relationship & Retention • Drive long‑term client satisfaction and retention across assigned COE accounts and partner agencies, • Build and sustain strong, trust‑based client relationships through regular engagement, meetings, and clear communication, • Serve as the primary client advocate, proactively identifying needs and recommending benefit program adjustments aligned with organizational goals Consultative Account Management • Apply consultative techniques to assess client needs, evaluate existing benefit programs, and recommend appropriate products, services, and enhancements, • Maintain deep familiarity with assigned accounts to support proactive service delivery and strategic planning, • Partner closely with Property & Casualty counterparts to provide coordinated, holistic client support Compliance & Regulatory Support • Maintain working knowledge of legislative and regulatory developments impacting employee benefit programs, • Communicate compliance requirements and legislative updates to clients in a timely manner, • Support completion of compliance activities in partnership with the COE Compliance team, • Review Summary Plan Descriptions (SPDs), plan documents, amendments, master contracts, and related materials for accuracy and compliance Marketing, Renewals & Open Enrollment • Collaborate with the COE marketing team to collect data, analyze carrier proposals, and support renewal negotiations, • Prepare and deliver client‑facing presentations, including marketing and underwriting materials as needed, • Coordinate and support annual open enrollment activities, employee orientations, and health fairs, • Provide day‑to‑day service support across a wide range of benefit programs Operations & Administration • Serve as liaison between clients and carriers to resolve billing, eligibility, premium, and claims issues, • Support employee advocacy and helpline teams in claim investigations and resolutions, • Prepare materials for Insurance Committee or Benefits Committee meetings, • Process renewals, premium invoices, and revenue projections in accordance with established procedures, • Manage and communicate open‑item lists to ensure timely completion of client deliverables, • Accurately update renewal and revenue information within Epic and/or Salesforce, • Complete Keenan New Business Requirements (NBRs) for new accounts and renewals, • Participate in required internal and external meetings, • Perform additional duties as assigned in support of business objectives About You Required: Bachelor's degree with 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience. Producer's License. Ability to travel up to 25% of the time. Proficiency in Microsoft Office. Appropriate licensing as required. Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen. Behaviors: Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. Comfortably engages others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self-directed manner. Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: • Medical/dental/vision plans, which start from day one!, • Life and accident insurance, • 401(K) and Roth options, • Tax-advantaged accounts (HSA, FSA), • Educational expense reimbursement, • Paid parental leave Other benefits include: • Digital mental health services (Talkspace), • Flexible work hours (availability varies by office and job function), • Training programs, • Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing, • Charitable matching gift program, • And more... **The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. We value inclusion and diversity _ to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.