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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. Do you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to San Diego. Here’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”, • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning, • Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor, • Proactively develops and expands relationships within the community, • Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team, • Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc., • Candidates must have a four-year degree and hold one of the following credentials: Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD), • 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm, • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis, • Unquestioned commitment to integrity in personal and professional activities, • Highly motivated with ability to function well in a fast-paced environment, • Self-starter by nature, • Excellent organizational, leadership, communication and presentation skills, • Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities., • This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.Compensation:, • Annual Compensation: $150,000 - $200,000 base per year DOE + a variable component based on new business market growth. Lead Advisors are also offered the opportunity for ownership.

Description The San Diego Housing Commission follows a hybrid work scheduled whereby employees are required to work two days in the office located at 1122 Broadway, Suite 300, San Diego, CA 92101 Department: Information Technology Benefits include, but are not limited to: 9/80 Compressed Work Schedule (office closed every other Friday) 14 paid holidays Employer paid pension contribution of 14% to base salary 457 tax-deferred savings plan Social security exempt Tuition reimbursement up to $5,000 annually Sharp PPO or HMO Plan, Kaiser Permanente HMO Plan, Dental Vision Flexible spending account Health and wellness perks Rewards & Recognition program To see full benefits package, please visit: About SDHC The San Diego Housing Commission (SDHC) is an award-winning public housing agency in the City of San Diego that provides innovative housing assistance programs for households with low income or experiencing homelessness. The San Diego City Council, in its role as the Housing Authority of the City of San Diego, oversees SDHC. SDHC helps pay rent for more than 17,000 households with low income annually; is a leader in collaborative efforts to address homelessness, such as the Community Action Plan on Homelessness for the City of San Diego and SDHC’s homelessness initiative, HOUSING FIRST – SAN DIEGO, which has created more than 11,000 housing solutions since November 2014 for people experiencing homelessness or at risk of homelessness; and creates and preserves affordable rental housing, with more than 23,000 affordable units in service in the City today with SDHC’s participation. About the Department The SDHC Information Technology (IT) Department supports the agency’s mission by ensuring that its core business applications, cyber security defenses, and departmental processes are implemented, regularly reviewed and updated, and comply with industry best practices. Underlying each of these functions is the IT Department’s oversight of data governance – the overall management of data assets for SDHC regardless of where data is stored or who is consuming it. About the Position We are seeking an experienced Voyager Systems Analyst to serve as the primary subject matter expert for our agency’s implementation of Voyager. This role is critical in ensuring the stability, usability, and strategic alignment of Voyager across multiple departments and the ability to bridge the gap between the various programs SDHC supports. These programs include MTW, various voucher programs, property management, compliance on various levels and the financial aspects for each and the agency overall. The ideal candidate will also act as a liaison between internal stakeholders and the Yardi Voyager staff, facilitating communication, issue resolution, and continuous improvement. Examples of Essential Job Functions Key Responsibilities Voyager System Ownership Administer Voyager application including user accounts, permissions, licensing, workflows and system performance. Provide Tier 1 and Tier 2 support for Voyager-related issues, escalating to the vendor as needed. Monitor system health and proactively identify and resolve technical or functional issues. MTW Program Integration Serve as the Voyager system lead for all MTW-related configurations, ensuring the platform supports SDHC’s MTW initiatives, including voucher administration, rent reform policies, and program tracking. Maintain and support Voyager modules that implement MTW-specific activities such as Path to Success, Moving Home Rapid Rehousing, Moving On, and Work-Able population segmentation (e.g., WA1, WA2, WA3). Coordinate with internal stakeholders to ensure Voyager reflects MTW funding sources, eligibility criteria, 50058 related information and reporting requirements for HUD compliance. ·Support the preparation and submission of the MTW Annual Plan and SDHC’s Annual Report, ensuring Voyager data aligns with HUD’s reporting standards and SDHC’s strategic goals Assist in the development and testing of Voyager enhancements that automate MTW-specific workflows, such as automatic population assignment and rent reasonableness validations. Rent Café Portal AdministrationOversee the administration of Rent Café portals for applicants, residents, landlords and property managers. Ensure accurate synchronization between Voyager and Rent Café, including unit availability, applicant status, and resident communications. Provide training and documentation for Rent Café workflows such as online applications, lease renewals, rent payments, and maintenance requests. Manage user access, troubleshoot sync issues, and coordinate with internal departments and external Cross-Functional Liaison Serve as the bridge between IT, business units, and the software provider to ensure smooth operations and alignment with business goals. Translate business requirements into technical specifications and coordinate with vendor support teams for resolution and enhancements. Collaborate with Finance, Compliance, RAD, and RED teams to ensure data integrity and reporting accuracy. Training & Documentation Develop and deliver training for end-users on Voyager and related tools (e.g., Rent Café). Maintain clear documentation of business processes, workflows, and system configurations. System Analysis & Process Improvement Evaluate feature requests, test plugins, and implement workflow improvements using Voyager tools. Analyze business processes and recommend enhancements to improve efficiency and data quality. Support change management processes for upgrades, patches, and new feature rollouts. SQL Data Analyst / Power User Strong proficiency in SQL for data extraction, transformation, and analysis. Advanced SQL skills to include complex joins, subqueries, CTEs, and performance tuning. Knowledge of the Yardi Database with the reporting background to creating Reports and analysis both in Voyager and Power BI. Specialized Functional Support Rental Assistance Division (RAD)Support RAD workflows within Voyager, including the setup and maintenance of RAD-specific subsidy types, compliance tracking, and waitlist management. Coordinate with RAD staff to ensure accurate generation of reports such as VMS (Voucher Management System), FDI summaries, and EHV (Emergency Housing Voucher) data Manage user access for RAD site managers in Rent Café, ensuring proper YardiOne authentication and portal functionality. Assist with public housing waitlist reporting and compliance with HUD mandates, including data validation and report generation from Voyager. Understands of concepts related to 50058 reporting and how that interacts with the software including the Voyager Family Detail Info screen and how it relates to creating 50058s. Understanding of basic structure of HCV/PBV/Public Housing/Tax Credit. Ex. Eligibility ProcessesApplication Waiting List Selection Intake/Eligibility Processing Voucher Issuance/RFTA New Admission Real Estate Development (RED) Facilitate the integration of RED project data into Voyager for portfolio analysis, funding assessments, and long-term planning. Maintain accurate financial and operational data for RED properties, including revenue, expenses, and reserve allocations. Support RED-specific security roles and permissions within Voyager, ensuring appropriate access to financial and operational modules Collaborate with RED leadership to evaluate module usage, such as the decision to opt out of Rent Café Affordable, and coordinate with Yardi on licensing and support transitions FinanceCoordinate with the Finance Department to ensure Voyager supports all agency-wide financial operations, including accounts payable, general ledger, and 1099 processing. Assist with vendor data validation in the Rent Café landlord portal, including W-9 submissions and TIN verification for 1099 compliance. Support Finance in managing Voyager upgrades and hotfixes that impact financial reporting, dashboard performance, and compliance with federal reporting standards Maintain and update Finance-specific security roles in Voyager to ensure proper segregation of duties and audit readiness Rent Café Administration Manage portals for applicants, residents, landlords and property managers. Assist in management and maintenance of the Affordable section of Rent Café. Troubleshoot sync issues between Voyager and Rent Café. Provide training and documentation for online applications, renewals, and resident services. YSR Knowledge of the Voyager Reporting Environment and the different options for reporting. Ability to create and troubleshoot Voyager Custom Reports. Knowledge of YSR and the ability to create reports using it. Technical Skills & Qualifications Expert-level knowledge of Voyager (not just Yardi familiarity). Strong SQL skills, including writing queries, creating views, and managing relational data. Experience with Yardi Custom Reporting (YSR) and companion tables. Ability to analyze and resolve system errors and data discrepancies. Familiarity with system integrations and data validation best practices. Typical Qualifications Education & Experience Bachelor’s degree in Computer Science, Information Systems, or related field. Minimum 4 years of experience in enterprise application support or systems analysis. At least 2 years of hands-on experience with Voyager required. Housing Authority Experience and understanding of HUD regulations and how Voyager conforms. Project management or vendor coordination experience preferred. Other Requirements Strong customer service orientation and ability to communicate effectively with technical and non-technical users. Valid California Driver’s License (or ability to obtain one by time of appointment).

Description The San Diego Housing Commission follows a hybrid work scheduled whereby employees are required to work two days in the office located at 1122 Broadway, Suite 300, San Diego, CA 92101 Department: Procurement Operations Benefits include, but are not limited to: 9/80 Compressed Work Schedule (office closed every other Friday) 14 paid holidays Employer paid pension contribution of 14% to base salary 457 tax-deferred savings plan Social security exempt Tuition reimbursement up to $5,000 annually Sharp PPO or HMO Plan, Kaiser Permanente HMO Plan, Dental Vision Flexible spending account Health and wellness perks Rewards & Recognition program To see full benefits package, please visit: About SDHC The San Diego Housing Commission (SDHC) is an award-winning public housing agency in the City of San Diego that provides innovative housing assistance programs for households with low income or experiencing homelessness. The San Diego City Council, in its role as the Housing Authority of the City of San Diego, oversees SDHC. SDHC helps pay rent for more than 17,000 households with low income annually; is a leader in collaborative efforts to address homelessness, such as the Community Action Plan on Homelessness for the City of San Diego and SDHC’s homelessness initiative, HOUSING FIRST – SAN DIEGO, which has created more than 11,000 housing solutions since November 2014 for people experiencing homelessness or at risk of homelessness; and creates and preserves affordable rental housing, with more than 23,000 affordable units in service in the City today with SDHC’s participation. About the Department The Procurement Department supports all divisions of the San Diego Housing Commission by ensuring that contracting and purchasing activities are conducted fairly, transparently, and in full compliance with federal, state, and local requirements. The mission of the department is to deliver efficient, customer-focused procurement services that support affordable housing, community initiatives, and the Commission’s strategic goals. The team includes Procurement Analysts, Contract Specialists, Labor Compliance professionals, and leadership staff who collaborate closely to manage solicitations, evaluate proposals, oversee contract performance, and support department-wide compliance. The department values teamwork, professionalism, and continuous improvement, and provides opportunities for staff to build technical expertise and advance within the agency. About the Position The San Diego Housing Commission is seeking a Procurement & Contract Analyst with a strong foundation in contract management, compliance, vendor coordination, and program or project support. Candidates typically bring around three (3) years of progressively responsible experience in areas such as procurement, contracting, grants, program management, or government-funded project administration. This role supports the full contracting and procurement lifecycle, including preparing and reviewing solicitation documents, analyzing proposals, developing contract terms, conducting compliance checks, and coordinating with internal teams and external partners. Candidates with experience in cooperative agreements, subcontract management, or government contract compliance are encouraged to apply. Strong analytical skills, attention to detail, and the ability to manage multiple priorities are essential. The position offers the opportunity to grow into public-sector procurement and gain experience with competitive solicitations (RFPs, RFQs, IFBs), cost analysis, and contract negotiation within a mission-driven agency. Examples of Essential Job Functions Participates in developing goals, objectives, policies, procedures, work standards, and administrative control systems for the procurement program. Coordinates and performs professional-level administrative and programmatic work in procurement and contract administration. Researches and develops detailed product and/or service specifications and establishes contract terms; confers with department staff to resolve questions regarding intent and expected use of goods and services, specification definitions, and scope of work statements. Develops, analyzes, negotiates, and administers bid invitations and procurement solicitations, formal and informal bids, requests for qualifications/quotes/proposals ensuring legal and contractual provisions are included to protect the Commission’s interests. Prepares and distributes notifications to vendors on Commission mailing lists, MBE/WBE/DVBE businesses, and others; places advertisements in local newspapers; conducts pre-bid and pre-proposal conferences; writes and posts addendums. Coordinates and participates in evaluation of bids; develops evaluation criteria and materials; performs price/cost analyses and assesses the quality and suitability of proposed services and purchases; recommends modifications as needed; summarizes bid responses and prepares documentation; selects, recommends, or participates in selection of contractors and vendors; develops reports for approval of contract awards. Drafts contracts ensuring legal requirements are incorporated and enforced; negotiates contract terms and provisions; coordinates review of contract documents with legal counsel; maintains related files. Ensures contractor compliance with provisions, including the maintenance of required insurance; develops contract amendments and extensions as needed; monitors contractor performance and takes or recommends necessary remedial action to enforce compliance with provisions; researches and resolves discrepancies. Serves as a liaison to employees, the public, private organizations, government agencies, community groups, and other organizations; provides information and assistance regarding procurement programs and services; receives and responds to complaints and questions relating to assigned area of responsibility; reviews problems and recommends corrective actions. Participates in the development and implementation of new or revised programs, systems, procedures, and methods of operation; compiles and analyzes data and makes recommendations. Conducts a variety of analytical and operational studies regarding departmental and programmatic activities, including complex financial, budget, regulatory, operational, or administrative issues or questions; evaluates alternatives, makes recommendations, and assists with the implementation of procedural, administrative, and/or operational changes after approval; prepares comprehensive technical records and reports, identifies alternatives, and makes and justifies recommendations. Prepares and submits Housing Commission and Authority agenda reports and various other commission, committee, and staff reports and correspondence regarding assigned programs. Maintains accurate records and files; develops storage of records and retention schedules. Assists with coordinating and organizing community events; represents Commission to the public in explaining policies and procedures. Participates on a variety of interdisciplinary committees and commissions and represents the Commission to a variety of community and stakeholder groups. Performs other duties as assigned. Typical Qualifications Knowledge of: Principles and practices of public agency procurement and purchasing programs including competitive bidding procedures and supply chain management. Principles, practices, and techniques of drafting and administering procurement contracts and enforcing contract provisions. Principles and practices of sound financial management policies and procedures. Project and/or program management, analytical processes, and report preparation techniques. Organizational and management practices as applied to the analysis, evaluation, development, and implementation of programs, policies, and procedures. Research, statistical, analytical, and reporting methods, techniques, and procedures. Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to assigned area of responsibility. Recent and on-going developments, current literature, and sources of information related to the operations of the assigned division. Record-keeping principles and procedures. Modern office practices, methods, and computer equipment and applications related to the work. English usage, grammar, spelling, vocabulary, and punctuation. Techniques for effectively representing the Commission in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations. Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and Commission staff. Ability to: Assist in the development of goals, objectives, policies, procedures, and work standards for the procurement function. Coordinate and oversee programmatic administrative and fiscal reporting activities. Perform responsible and difficult administrative work involving the use of independent judgment and personal initiative. Plan and conduct effective management, administrative, and operational studies. Plan, organize, and carry out assignments from management staff with minimal direction. Conduct research on a wide variety of program topics including vendors, products, contract feasibility, budget proposals, and funding alternatives. Analyze, interpret, summarize, and present administrative and technical information and data in an effective manner. Research, analyze, and evaluate new service delivery methods, procedures, and techniques. Prepare clear and concise reports, correspondence, policies, procedures, and other written materials. Interpret, apply, explain, and ensure compliance with applicable Federal, State, and local policies, procedures, laws, and regulations. Effectively represent the Commission in meetings with governmental agencies, community groups, and various businesses, professional, and regulatory organizations, and in meetings with individuals. Establish and maintain a variety of filing, record-keeping, and tracking systems. Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. Operate and maintain modern office equipment, including computer equipment and specialized software applications programs. Use English effectively to communicate in person, over the telephone, and in writing. Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. Establish, maintain, and foster positive and harmonious working relationships with those contacted in the course of work. Education and Experience: Equivalent to graduation from an accredited four-year college or university with major coursework in business administration, finance, operations management, public administration, or a related field and three (3) years of progressively responsible experience in purchasing, contract administration, or procurement services. Licenses and Certifications: Possession of, or ability to obtain, a valid California Driver’s License by time of appointment. Physical Demands: Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to operate a motor vehicle and to visit various Commission and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. This is primarily a sedentary office classification although standing in work areas and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 25 pounds. Environmental Elements: Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.

Job Description ** Security Clearance Required Company Overview Systems Technology Forum LTD (STF) is an established industry partner with a passion for exceptional performance and an unwavering commitment to our clients. As a premier provider of management, engineering, information technology, and logistics services, STF is committed to delivering high-quality systems engineering, technical and professional support services that meet and exceed deliverable requirements. STF offers superior out-of-the-box solutions to end-to-end problems and customer-centric support to the United States Government, Military, Department of Defense (DoD), and other federal agencies. Job Summary The Cybersecurity Compliance & Authorization Analyst supports the implementation and sustainment of Risk Management Framework (RMF) controls for PMW 790 STACC systems, ensuring compliance with DoD, Navy, and NAVWAR cybersecurity policies throughout the system lifecycle. This role maintains security documentation, monitors vulnerabilities, and collaborates with engineering, testing, and operations teams to preserve an authorized and resilient cybersecurity posture across multiple enclaves. Responsibilities and Duties • Implement, assess, and maintain RMF security controls, ensuring compliance with DoD 8510.01, NIST SP 800-53, and NAVWAR cybersecurity guidance., • Develop, update, and maintain security accreditation documentation, including System Security Plans (SSPs), Plan of Action and Milestones (POA&Ms), and Security Assessment Reports (SARs)., • Monitor system vulnerabilities and mitigation actions through continuous monitoring activities, periodic reviews, and control assessments using VRAM, ACAS, and STIG checklists., • Support coordination and submission of ATO/ATC packages in eMASS, ensuring completeness and traceability., • Review system configurations and changes for security impact and maintain alignment with configuration management., • Assist in security-incident detection, analysis, and response in collaboration with the Cyber Operations team., • Conduct risk assessments and provide remediation or system-hardening recommendations., • Participate in cybersecurity working groups, audits, and inspections., • Provide cybersecurity awareness and compliance guidance to system administrators, developers, and other users. Qualifications and Skills Required knowledge and years of experience • Experience supporting ATO sustainment and vulnerability-management processes within Navy or DoD enterprise networks is preferred, • RMF, eMASS, STIG, and ACAS experience., • Security+ CE or higher (IAT II)., • 5 + years of DoD cyber-compliance experience., • Ability to work both independently and as part of a cross-functional team; ready for occasional travel or onsite support as required., • Proven problem-solving abilities with strong analytical and troubleshooting skills., • Excellent communication skills: able to explain technical issues to technical and non-technical stakeholders. Education Requirements Bachelor’s degree in Cybersecurity, Computer Science, Information Systems, or related field (or equivalent experience) Certifications Security+ CE or higher (IAT II). Clearance Requirement Secret (eligible for TS/SCI) Benefits and Perks At STF, we recognize that talented employees are the foundation of our success. STF provides benefits and compensation packages to help our employees meet the diverse and changing needs throughout their careers and lives. Benefits packages include the following: • Medical Plans administered through United HealthCare, • Vision and Dental Plan Benefits, • 401(k) Tax-Deferred Retirement Plan, • Accidental Death and Dismemberment Insurance, • Dependent / Medical Care Flexible Spending Account, • Direct Deposit, • Health and Welfare Medical, • Holiday Leave, • Industry Competitive Salaries, • Life Insurance (basic and supplemental), • Paid Time Off / Annual Comprehensive Personal Leave, • Performance / Award Bonuses, • Professional Development Coursework, • Technical Training, • Tuition Assistance Program, • TotalChoice™ Voluntary Benefits #IND123 Powered by JazzHR r4hHFI4loU

Job DescriptionHeadquartered in San Diego, Mulligan Funding serves as a leading provider of working capital (Up to $5M) to the small and medium-sized businesses that fuel our country. Since 2008, we have prided ourselves on our collaborative, innovative, and customer-focused approach. Enjoying a period of unprecedented growth, driven by the combination of cutting-edge technology, human touch, and unwavering integrity, we are looking to add to our people first culture, with highly motivated and results-oriented professionals, to push the limits of what’s possible while creating value for all of our partners. As a Sr. Credit Analyst, you will leverage your experience and expertise by working closely with junior credit analysts, passing on your knowledge in credit analysis, risk assessment, and credit decision-making. Your role will encompass comprehensive credit risk assessment, policy development, portfolio management, and collaboration with cross-functional teams.You will: • Analyze complex financial statements, tax returns, and other financial documents to evaluate the creditworthiness of commercial loan applicants., • Independently review the financial health of businesses by analyzing key financial metrics, such as liquidity, profitability, and leverage., • Provide guidance and support to junior credit analysts, fostering their professional development., • Identify credit risks associated with commercial loan applicants., • Prepare credit reports summarizing findings and underwriting recommendations for large commercial loan decisions., • Collaborate with colleagues to communicate underwriting decisions to loan applicants and address inquiries or provide information., • Present and defend credit proposals to the Credit Committee, offering well-supported recommendations for loan approvals, modifications, or declines., • Make underwriting recommendations based on established criteria and policies., • Assess the impact of the guarantor on the company’s ability to service debt., • Performs other duties as assigned.You have:, • 5+ years of experience in underwriting or credit analysis, • A bachelor’s degree in a relevant field such as business, finance, accounting, economics or similar., • A solid understanding of GAAP accounting principles and the ability to dissect financial statements and business bank statements., • Profound knowledge of the U.S. small business lending landscape, including insights into various industry risk segments., • Exceptional organizational, communication, and time management skills., • Proficiency in all Microsoft Office products, G-Suite, and the capability to swiftly learn new programs and CRM systems., • Superior critical thinking, mathematical, and analytical skills., • The capacity to make complex decisions under pressure in a fast-paced setting.We offer:, • Medical, vision, and dental benefits to support you and your family., • Flexible Spending Accounts (FSA) for eligible healthcare and dependent care expenses., • A 401(k) with matching contributions to help you plan for retirement., • Paid time off, including sick leave, vacation, and holidays., • Paid parental leave for growing families., • A Lifestyle Spending Account (LSA) for athletic and wellness expenses., • An employer-sponsored Life and AD&D policy, with options for additional coverage., • A Learning Stipend for professional development activities., • An Employee Assistance Program (EAP) and travel assistance services., • Complimentary snacks and refreshments in the breakroom., • A referral program that rewards you for bringing in top talent.

Job Description About Us Full-service Accounting Firm near Downtown, San Diego has immediate opening for Accounting/Tax Manager with minimum 5-years of industry experience. Duties include tax preparation, financial statement preparation, business & staff management, and general accounting. Our client base consists of a variety of interesting local businesses and high net worth individuals. This job position offers a competitive salary and fringe benefits. Our strength is our people; their skill, knowledge and integrity keep us in the forefront of our industry. We are committed to supporting each member of our firm and our clients in an atmosphere the embodies integrity, respect & trust. Our benefits include Paid Time Off, 401k and ER match, Health Insurance, Life Insurance, Reimbursement for CPEs – We understand the importance of a good work/life balance. Job Summary The Senior Tax Accountant is an integral part of our team. This person will work on various tax reporting, compliance and financial planning projects as directed by the CEO along with maintaining monthly accounting duties. The role will be responsible for monitoring general accounting practices, developing and maintaining internal accounting controls, managing accounting staff, and serve as a mentor for the team. This person is expected to grow with the organization as it continues to expand and evolve over time. Responsibilities and Duties Tax: • Preparation of Individual, Partnership, Corporate and Trust tax return and other relevant tax engagements and communicate directly with clients., • Perform an in-depth taxable income analysis for each client to distinguish between taxable and nontaxable income items between different income tax return filing options., • Audit representation (correspondence and face to face), • Assist with the preparation of the quarterly tax estimates and year end extension estimates to ensure timely filings., • Research tax issues in all applicable areas of tax including memorandum write-up of results and maintaining legislative materials by reviewing, interpreting, and implementing new or revised laws., • Prepare journal entries to record the financial transaction activities including cash/restricted cash, borrower and investor payables/receivables, and loan servicing., • Month-end close procedures and always completes deliverables a timely manner., • Performs monthly balance sheet reconciliations and roll-forward schedules., • Assist in the preparation of monthly consolidated P&L and balance sheet fluctuation analysis for management reporting and analysis., • Support budget and forecasting activities for a wide range of clientele., • Manage day-to-day accounting operations of the accounting department including but not limited to month and year end process, accounts payable, accounts receivable, general ledger, cash flow, revenue and expenditure variance analysis, check runs, and fixed assets., • Monitor and analyze accounting data and assist in producing financial reports and presentations., • Act as a liaison between Project Control Analyst, Accounting Staff, and Contracts to resolve any issues regarding project costs and billings., • Experience with Business & Customer Development., • Assist with training for new hires., • Actively pursue new methods of streamlining and enhancing the firm’s processes., • The ability to lead and actively engage the team, • Bachelor's Degree in Accounting and/or Finance is required. CPA or EA preferred. Master's Degree in Taxation a plus., • CTEC (A Must, if not CPA or EA), • Proficient with Lacerte Tax, • Proficient with QuickBooks, • Advanced Excel skills, • Excellent relationship building and communication skills, • Ability to work independently and lead others, • Minimum of 5-years of experience as an Accountant or equivalent experience, • Knowledge of GAAP, pertinent IRC sections and regulations, and estates and gift tax issues and preparation., • Excellent oral and written communication skills., • 401(k), • 401(k) Matching 3%, • Health insurance, • Paid Time Off, • Life Insurance