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Position Type: Regular In addition to a base salary, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As part of the Retail Experience and Specialized Relationships organization, the Business Accommodation Team is responsible for supporting complex client retention and acquisition in the Retail Business through retail business acceptance functions, complex problem solving, and process improvement for Schwab’s retail business. Our mandate is to deliver an intuitive, innovative and differentiated wealth management experience that drives growth and builds meaningful relationships with clients. We advocate on behalf of our clients and financial professionals, and we work with the field and other partners to ensure key processes / interactions are designed and executed smoothly. The SPWS Custom Reporting Team will broadly support the adoption and customization of class leading consolidated reporting software, as well as other Ad Hoc reporting needs for Ultra High Net Worth clients. The SPWS Complex Reporting Manager will be an Addepar specialist engaging directly with UHNW clients to understand personalized needs and execute solutions. The person in this position will have the opportunity to work on requests and/or projects with cross-functional partners including but not limited to branch network, service centers, operations, legal, AML and compliance. This person is required to be flexible and adaptive to support the flex force business strategy. The position is a individual contributor role that will work within the SPWS Custom Reporting Team. This role reports to the Director, Business Accommodations. What you’ll do: • Manager will work directly with Ultra High Net Worth clients to identify, explore and develop reporting opportunities for ultra-affluent clients utilizing in-house and third party solutions., • Act as a in-house expert of Addepar reporting tool, engaging with internal teams and Financial Consultants., • Support custom reporting team tasked to build, maintain, and evolve reports for clients. Create and manage reporting templates as well as system/documentation maintenance, • Identify, research, and look for solutions to resolve the needs of affluent clients, • Identify opportunities to modify existing processes to efficiently manage escalations, • Provide acquisition support on new complex accounts and managing the know your client review conducted during the on-boarding process., • Document client needs, assess which ones may warrant modifications to existing processes, and lead those changes, • Demonstrate strong ability to collaborate with team members to develop solutions, champion the Schwab Challenger Brand and foster employee engagement, • Develop recommendations and a business case to support the them Qualifications: • Deep product expertise of Addepar reporting capabilities, • Strong working knowledge of Schwab internal systems, tools, and resources; including Salesforce, Workfront, Specialized Proposal Tool, Relationship Pricing Model, Client Central, Knowledge Center and Legacy systemsPreferred – industry specific licensing and/or designations (CPIM, CFA, CFP), • A client-centric focus – keeps clients in forefront of decisions, connects plans and actions to our purpose of serving clients, • Strong financial reporting acumen and technical understanding of associated systems as well as relevant policies/procedures with ability to analyze associated facts to make balanced decisions in the best interest of clients, shareholders, and the firm, • Ability to influence partners at all levels and demonstrate strong ownership skills., • Superior analytical, problem-solving skills and business judgment with the ability to identify the root cause of an issue (not explicitly stated) quickly and accurately, efficiently research a complex problem, and quickly learn and apply new information, • Excellent verbal and written communications skills including the ability to distill complex information, develop recommendations and present to senior management, • Ability to manage a diverse set of priorities in a fast-paced, dynamic environment, • Comfort with ambiguity and an ability to create a clear path forward in such situations, • Attention to detail and the ability to work efficiently to meet tight deadlines with little supervision, • Curiosity, a “can-do” attitude and the ability to learn quickly and thrive in a complex, dynamic environment, • Outstanding “soft” skills - including the ability to work well with a diverse range of partners, • Bachelor’s degree, • 4+ years of experience with UHNW client segment required, • 7+ years’ experience in brokerage or financial services industry required, • Preferred – industry specific licensing and/or designations (CPIM, CFA, CFP, etc.) At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Our thriving office is located at: 3700 N Capital of TX Hwy, Ste 500, Austin, TX The Backbone of Our Success, Our Local Leaders: Brian Vrana, Managing Partner: • How long with NM? Brian has been with Northwestern Mutual for 23 years., • Prior to? Farmer. Started at NM in college through the internship program., • Passionate About? Family, coaching sons baseball teams, watching his daughter compete in dance, and enjoying time outdoors with his family. He is deeply committed to community involvement and mentoring new team members.Jon Blake, Managing Director:, • Time with NM: Jon has been with Northwestern Mutual for 12 years., • Prior Experience: Prior to his career in financial services, Jon was a restaurant owner, where he developed strong leadership and business management skills., • Passionate About: In his free time, Jon enjoys spending time on the water boating and cherishing moments with his family.Blake Watkins, Financial Advisor:, • Time with NM: Blake has been with Northwestern Mutual for 8 years., • Prior Experience: He began his career with the firm as a college intern, gaining valuable experience that shaped his professional growth., • Passionate About: Blake is passionate about basketball, a sport he not only enjoys but also played competitively at the college level.Allison Woods, Chief Recruitment Officer:, • Time with NM: Allison has been with Northwestern Mutual for 14 years., • Prior Experience: She started her career with the company as a college intern, building her expertise and leadership skills from the ground up., • Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products., • Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies., • Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve., • Product Knowledge: Stay current on insurance products and industry trends to provide clients with the best options available., • Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.What Our Representatives Value:, • Potential for abundant, consistent, and predictable results., • A collaborative, high-support team environment, fostering growth and camaraderie., • Full business development process training and support for seamless operations., • Proven operational systems and cutting-edge technology for enhanced agent efficiency., • Achieving high performance while maintaining a great quality of life., • A company experiencing rapid growth, offering leadership opportunities for top performers.Candidate Characteristics:, • Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators., • People who prioritize understanding the "who, why, and how" behind actions more than just the "what.", • Savvy communicators who find joy in simplifying complex decisions for others., • Generous souls who gladly treat others without hesitation., • Ambitious thinkers who embrace boundless opportunities and possibilities., • Advocates for teamwork and cooperation, where everyone contributes equally., • Passionate about their work, yet approachable and good-natured in their demeanor.Benefits:, • Strong Earnings Potential: Combining first year income and unlimited upside., • Significant bonus opportunity commensurate with outcomes., • Dental insurance., • Health insurance., • Life insurance., • Retirement plan including a company-funded pension and PFGF (our version of a profit-sharing 401(k)), • Vision insurance.Education:, • Bachelor's Degree (preferred)If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required. This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment. Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Brian Vrana is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Personal Lines Client Advisor Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business opportunities, focusing on High- Net worth and Private Client accounts, including affluent individuals, family offices, wealth managers, and key centers of influence, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and, • Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Talent team. #LI-MS1 Powered by JazzHR voylhmNE65

Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first insurance and financial services agency backed by a major national carrier. We combine modern technology, AI-assisted systems, and real human connection to change how families protect their futures. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn’t a corporate seat — it’s a pathway to ownership. You’re building your own book of business with the support, training, and infrastructure of a proven organization. We specialize in life insurance, mortgage protection, final expense, and retirement solutions, helping middle-America families create generational wealth. What you’ll do - Call and connect with warm leads who have requested information. - Conduct virtual or in-person appointments to understand clients’ goals. - Present tailored insurance and financial protection solutions. - Submit applications, follow up with carriers, and serve clients long-term. What we provide - Remote, flexible schedule (full-time or part-time). - Commission-only structure with uncapped earning potential. - World-class training, mentorship, and personal development culture. - Clear path to build and grow your own agency if desired. Who this is for - Self-motivated, coachable individuals with strong integrity. - People who want more time, freedom, and income than a traditional W-2 job. - Those who are serious about personal growth and breaking generational poverty. Compensation is 100% commission with scalable income based on activity, skill, and leadership development.

Job Description Help Homeowners. Build Wealth. Change Your Life. Flagstone Roofing & Exteriors trains you to become a 6-figure earner — even if you’ve never sold before. Our reps earn $2,000–$10,000 a week helping clients get roofs paid for by insurance. Here’s What You’ll Get: -$100K+ worth of free training -Advancement and leadership opportunities -Supportive team culture -No degree or prior experience needed Job Tasks: • Inspect roofs for damage, • Guide homeowners through insurance claims, • Manage communication with the office You Bring: • Motivation, confidence, and integrity, • Physical ability to work at heights, • Vehicle and ladder, • 18+ years old Don’t wait — start your journey today! Apply now and book your info call. Disclaimer: This advertisement displays potential earnings examples. Actual income will vary based on factors like experience, skills, and individual effort. Requirements Must be 18 years of age or older Must have a valid driver's license Benefits Weekly Pay Uncapped Commission Flexible Schedule

Job Description ???? Remote Position| ???? Commission-Based | ???? Mentorship Included About Us: Are you a licensed insurance agent looking to take your career to the next level? Are you curious about Infinite Banking, tax-free wealth strategies, and how to create real financial impact for families? We’re offering a unique opportunity to learn, grow, and specialize in one of the most powerful financial strategies available — Infinite Banking At GIA Legacy Planning, we empower agents with training and mentorship to become trusted advisors in cash flow banking, generational wealth planning, and tax-free retirement using life insurance. What You’ll Get: About Us: ???? 1-on-1 Mentorship from Certified Infinite Banking Advisors ???? Step-by-step training on IULs, whole life design, and family banking strategies ???? Hands-on experience helping clients eliminate debt, build savings, and grow legacy wealth ???? 100% Remote with flexible hours ???? Commission-based pay with top-tier comp structure You’re a Fit If You: ✔️ Hold a current life insurance license (REQUIRED) ✔️ Want to learn advanced strategies (IULs, infinite banking, tax-free planning) ✔️ Are driven to educate clients, not just sell to them ✔️ Are coachable and committed to growth ✔️ Want to work with a supportive, faith- and family-based team

Job DescriptionLife Insurance Agent (No Cold Calling | Remote | Training Provided) $65,000–$150,000+ Year 1 | Commission Only About the Role Most people drift through jobs. We build careers. If you’re coachable, willing to work, and ready to raise the standards of your life — this is the opportunity. We help families protect what matters most through simplified life insurance solutions. You’ll be trained, supported, and coached every step of the way… but you are the variable. Your effort determines your income. This is a performance-based career, not a paycheck. But if you show up, the upside is real. What You’ll Do * Contact warm leads (no cold calling, no harassing friends/family) * Book 8–15 appointments weekly * Meet with families via Zoom or in-home * Follow a simple sales system (we’ll train you) * Complete applications and submit business * Plug into coaching and weekly mentorship * Optional: Recruit and build a team (if desired) What You’ll Get * Free world-class training and mentorship * Warm leads available weekly (you choose your budget) * Proven scripts & systems * Flexible schedule — full-time or part-time * Work remote or in-person * Clear path to leadership if you want to grow an agency Income Potential * Part-Time: $40,000–$70,000/yr * Full-Time: $120,000–$200,000+/yr * Agency Builders: $200k–$400k+ potential Commission only. Your work ethic becomes your paycheck. APPLY TODAY If you’re ready to work hard, learn fast, and build something real — apply now and we’ll set up an interview. RequirementsWe’re Looking For People Who Are: * Coachable * Self-motivated * Hungry for a better future * Comfortable talking to people * Willing to get licensed (we help you) * Ready for high standards and high support Not a Fit If You: * Want a salary * Avoid accountability * Need hand-holding * Aren’t willing to invest in leads Requirements * Must be able to pass a background check * Must obtain a life insurance license (we assist) * MUST LIVE in the USA and able to Work in the USA (NO ONE FROM OUTSIDE THE USA) BenefitsBenefits • Uncapped Potential, • Flexibility, • Life Insurance, • Ability to Qualify for Free National and International Trips, • Ability to build your OWN agency as you grow, • Ability to Leave a Legacy of generational wealth

Job Description ABOUT PARK PLACE FINANCE Park Place Finance is a fast-growing, nationwide private lender specializing in non-owner-occupied residential fix-and-flips, ground-up construction, and DSCR loans. But what truly sets us apart is how we do it.. You’ll find a team that rallies together, celebrates wins, and keeps raising the bar. With a focus on health, wealth, and professional development, we’re not just funding deals — we’re building careers & long-lasting relationships. POSITION OVERVIEW We are looking for a detail-oriented, analytical Construction Underwriter II to join our operations team. This individual will play a key role in the evolution of our Multi-Family and Mixed-Use construction department. The candidate for this role should have a minimum of 3 years experience in the direct underwriting and credit analysis for construction lending. A Bachelor’s degree in Finance, Urban Development, Construction Management, Civil Engineering, or Risk Management is a plus. Evaluation of pro formas, construction budgets, and stabilization NOI (Net Operating Income) projections. Analysis of multi-layered risk based on audited financials, net worth, liquidity, portfolio performance, project feasibility cash-flow and debt coverage will be required. Our full suite of Business Purpose Loans also includes Residential Transitional Loans (RTL), DSCR (non-consumer), Bridge, Ground-Up Construction, and Portfolio products. Responsibilities will include analysis of multi-layered risk based on audited financials, net worth, liquidity, portfolio performance, project feasibility, cash-flow, and debt coverage. Assessment of collateral using both cost and income approaches along with complex entity structures, and construction team evaluation (license, bonding, insurance compliance, plans, permits, construction contract - GMP or fixed-price preferred). RESPONSIBILITIES • Perform complete risk assessments (borrower, market, collateral, and construction)., • Prepare comprehensive credit memos summarizing all findings., • Recommend loan structure to mitigate identified risks., • Coordinate third-party reports (appraisal, environmental, cost review)., • Underwrite Bridge, Renovation, Ground-Up Construction, and DSCR loans in accordance with company guidelines and investor overlays, as needed., • Analyze construction budgets, scopes of work, and project timelines to ensure feasibility of projects., • Maintain clear, actionable documentation supporting all underwriting decisions, • Apply judgment on exceptions and propose well-supported decisions for approval, counteroffer, or decline., • Partner with originators, processors, and leadership to ensure smooth file flow and pipeline efficiency. KNOWLEDGE, SKILLS, & ABILITIES Required: • 3+ years of underwriting experience in Multi-Unit and Multi-use residential construction., • Familiarity with entity structures (LLCs, Corporations, Trusts)., • Strong analytical, critical thinking, and problem-solving abilities., • High attention to detail and a risk-management mindset., • Excellent written and verbal communication skills., • Experience with Loan Origination Systems (e.g., LendingWise, Encompass, Salesforce, or custom LOS platforms). WHY JOIN PARK PLACE FINANCE? At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your career in a collaborative, fast-paced environment where performance and innovation are celebrated — this is where you belong. • Competitive Compensation Package, • 100% Company-Paid Health Insurance (Medical, Dental & Vision), • Retirement Plan with 4% Company Match, • Entrepreneurial Culture with a Focus on Growth & Excellence, • Opportunities to Expand Skillset Across Multiple Loan Products

Job Description Opportunity RIA Operator/Senior Wealth Advisor Location On-site Austin, TX (hybrid may be considered) Who We Are Skyline Wealth Strategies (SWS), a growing family office platform serving 200+ high-net-worth families (HNWFs) with $5–$50M balance sheets, is seeking a licensed RIA Operator / Senior Wealth Advisor to install, operate, and serve as the responsible person for the firm’s new Registered Investment Advisor entity. This is a key leadership hire with long-term ownership potential who will integrate the RIA offering into Skyline’s overall wealth platform and serve our families with fiduciary excellence. What We're Building SWS is positioning itself as the go-to wealth partner for HNWFs focused on tax-efficient legacy planning, retirement distribution strategies, and institutional-grade alternative investments. Our model integrates wealth planning, insurance, annuities, private credit, and real estate offerings via Noble Capital. This next phase will install a fully licensed RIA entity — separate, properly governed, and operated under its own regulatory structure — with Fidelity and Schwab as custodians. We will leverage a third-party institutional platform to power all asset management recommendations using subadvised and separately managed strategies. There will be no internal investment products or self-managed assets. Role Summary You will: • Hold or qualify to hold the RIA license and serve as the responsible person / operator, • Serve as the lead advisor for new and existing managed account clients, • Partner with Skyline on family onboarding, planning, and managed allocations, • Oversee fiduciary compliance and collaborate with fractional or outsourced CCO partner, • Active Series 65 or equivalent registration, • Experience managing HNW advisory relationships ($1M–$25M accounts), • Comfortable working with turnkey platforms, outsourced CIOs, and third-party SMAs, • Previous RIA or IAR experience preferred (including startup or tuck-in experience), • Competitive base salary, • Incentive comp tied to AUM growth and client satisfaction, • Long-term equity participation in the new RIA entity, • Why This Role, • This is a rare opportunity to:, • Build an RIA from scratch, with full compliance and platform support, • Join a family office platform backed by a full accelerator (LevelUp), • Work alongside elite advisors and planning professionals, • Serve as the responsible advisor for a meaningful book of business, • Help set the tone and fiduciary standard for a next-gen family office

Job DescriptionIf you're good with people and tired of limited growth, this is for you. We teach you a scalable model built around solving problems, not chasing quotas. You’ll learn from people earning 6- and 7-figures by helping families. For over 15 years, we’ve helped entrepreneurial people create successful businesses helping families make smarter financial decisions. We teach you a proven system, provide world-class mentorship, and give you the tools to succeed. You bring the drive and discipline to make it happen. What You’ll Do Work remotely, on your own schedule, helping families protect what matters most. Use our proven process to recommend solutions that fit their needs and budget. Show families how to eliminate debt, protect income, and secure their future—often without increasing their monthly expenses. This isn’t about selling “policies”—it’s about solving problems, building trust, and earning income by providing real value. What You Get True Business Ownership: You’re in control of your schedule, income, and growth. Mentorship That Works: Learn directly from industry leaders who’ve built 6- and 7-figure businesses themselves. Proven Systems & Tools: You’ll never have to reinvent the wheel. Scalable Income: No cap on earnings. Bonuses and incentive trips for top performance. Flexibility: Part-time or full-time—your choice. Group health, dental, and vision benefits available. You’ll never be micromanaged, but you won’t be alone. What We Look For Entrepreneurial Mindset: You take ownership of your work and results. Coachable Attitude: You’re open to learning and applying what works. Work Ethic: You stay consistent and follow through. We don’t care where you come from—we care where you’re headed. If you lead by example, stay focused, and treat this like the business it is, you can build something that lasts. If you’re ready to build a business that reflects your values, supports your lifestyle, and grows with your effort—let’s talk. No pressure. No gimmicks. Just a conversation to see if this is the right fit for you. Requirements • 18+ and authorized to work in the U.S., • 100% Commission 1099, • Able to pass a background check and complete licensing (we’ll guide you through it)., • Prior experience in sales, customer service, leadership, or training is a plus—but not required., • Comfortable working remotely and independently. Benefits • All-Expenses-Paid Vacations – Travel to dream destinations like Puerto Rico, Italy, Portugal, Mexico, and more—fully paid based on performance., • Work-from-Anywhere Flexibility – 100% remote with control over your schedule and income., • Earn Time & Money – System-driven income model gives you the power to create both financial freedom and time freedom., • True Agency Ownership – Build your own business with real contractual ownership., • Legacy Business Transfer – Pass your agency to a loved one and create generational wealth., • Free Life Insurance – One full year of coverage included for qualifying agents., • Up to $500,000 in Life Coverage – Access large term coverage (up to 30 years) as a benefit., • Health Benefits Access – Affordable medical, dental, and vision coverage available through a partner provider., • Award-Winning Culture – Named a top company culture by Entrepreneur and a fastest-growing company by Inc. 5000. • • Mentorship & Training – Plug into proven systems and real-time coaching to level up fast.

Job Description Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today’s toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. If you are ready to find your space and create your future, you belong with us. As a Tax Intern, you will: With a Cherry Bekaert internship, you will gain insight into the public accounting profession and build a solid foundation for your career. • Work for multiple supervisors on a variety of client engagements, • Apply accounting knowledge while performing client work using Firm technology, • Shadow Tax professionals of all levels, • Participate in team building and training initiatives, • Participate in and present on a marketing or research project, • Juniors or seniors enrolled in an accredited accounting or related program, two years from graduation, • Cumulative GPA of 3.0/4.0 or above preferred, but not required, • Proficiency with computers and spreadsheet software programs, • Shared values, including uncompromising integrity, a passion for excellence, and mutual respect, • The opportunity to innovate and do work that motivates and engages you, • A collaborative environment focused on your career growth and continuous professional development About Cherry Bekaert: Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLC and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLC is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure. Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is $30.00 - $35.00 per hour. Individual salaries within this range are determined by a variety of factors including but not limited to education, experience, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLC and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.

Job Description Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today’s toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. If you are ready to find your space and create your future, you belong with us. As a Tax Staff, you will: As a Tax Staff at Cherry Bekaert, you will work on a wide variety of tax engagements under the supervision of different accounting professionals. • Engage and serve clients from various industries, • Communicate with project in-charges and clients, • Develop tax knowledge while preparing basic and intermediate individual tax returns, • Prepare federal and multi-state corporate tax returns and basic partnership returns, • Research fundamental tax issues using online tools, • Prepare and organize workpapers for client files, • Bachelor's degree in accounting or related field. Masters preferred, • CPA certified or the eligibility to work toward obtaining a CPA license, • Cumulative GPA of 3.0/4.0 or above preferred, but not required, • Proficiency with computers and spreadsheet software programs, • Ability to travel to client sites as needed, including frequent same-day travel and occasional out-of-town travel, • Shared values, including uncompromising integrity, a passion for excellence, and mutual respect, • The opportunity to innovate and do work that motivates and engages you, • A collaborative environment focused on your career growth and continuous professional development, • Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure. Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is $66,000 - $76,000. Individual salaries within this range are determined by a variety of factors including but not limited to education, experience, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved. #LI-AP1 #LI-Hybrid

Job Description About the Role: This is a role for the advisor who thrives in complexity and brings structure to chaos. As Director of Strategic Advisory Services, you'll work closely with ultra-high-net-worth families to provide integrated, high-impact solutions across tax, financial, operational, and investment landscapes. You’ll lead a sharp, multidisciplinary team that functions as the strategic backbone to our client relationships—helping families translate goals into action, manage sophisticated deal flow, and execute planning with precision. This is a senior seat with room for meaningful influence. What You'll Lead Tax & Financial Strategy • Develop and oversee tax-optimized wealth and income strategies., • Lead advanced cash flow modeling to inform near-term planning and long-term capital allocation., • Guide due diligence for private equity, venture capital, and direct investments., • Evaluate structures, risks, and alignment with the family’s overarching financial architecture., • Advise business-owning families on performance, structure, and exit readiness., • Drive strategic planning for operating companies, special projects, and family enterprises., • Manage a team of strategic consultants and analysts—delivering clear, consistent client value., • Maintain accountability across workflows, deliverables, and relationship health. Depth of Experience • 10+ years in UHNW tax planning, financial consulting, or advisory roles., • Exposure to deal structuring, due diligence, or business strategy is critical., • Bachelor’s in Finance, Accounting, or a related field required; advanced degree preferred., • CPA, CFA, JD, or MBA credentials are a strong plus., • You know how to lead conversations in the boardroom and the family office., • You're comfortable managing others and setting a standard of excellence., • Intellectually Rigorous Work – Dive into complex financial systems and strategic planning that matter., • Elite Clients & Challenges – Collaborate with founders, operators, and global families making consequential decisions., • Leadership Opportunity – Guide a talented team, contribute to firm strategy, and shape client outcomes., • Performance-based bonuses as part of your overall compensation, • Health, dental, vision, pet, life, and disability insurance, • 401(k) retirement plan, • Leadership and skills training opportunities, • Support for a positive work/life balance, • Paid holidays and Paid Time Off (PTO), • PTO accrual increases with years of service

Job Description Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today’s toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. If you are ready to find your space and create your future, you belong with us. As a Tax Intern, you will: With a Cherry Bekaert internship, you will gain insight into the public accounting profession and build a solid foundation for your career. • Work for multiple supervisors on a variety of client engagements, • Apply accounting knowledge while performing client work using Firm technology, • Shadow Tax professionals of all levels, • Participate in team building and training initiatives, • Participate in and present on a marketing or research project, • Juniors or seniors enrolled in an accredited accounting or related program, two years from graduation, • Cumulative GPA of 3.0/4.0 or above preferred, but not required, • Proficiency with computers and spreadsheet software programs, • Shared values, including uncompromising integrity, a passion for excellence, and mutual respect, • The opportunity to innovate and do work that motivates and engages you, • A collaborative environment focused on your career growth and continuous professional development About Cherry Bekaert: Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLC and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLC is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure. Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is $30.00 - $35.00 per hour. Individual salaries within this range are determined by a variety of factors including but not limited to education, experience, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLC and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.

Job DescriptionDescription: At Sunflower Bank, we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Solutions Architect Analyst. Description: As a Solutions Architect Analyst, you’ll support the design and delivery of enterprise-scale technology solutions that power our growing bank. You’ll work alongside experienced architects to analyze business requirements, model systems, and help define the frameworks that guide how our platforms evolve and integrate. This role is ideal for early-career professionals who are analytical, technically curious, and eager to understand how large systems fit together in a complex, regulated environment. You’ll gain exposure to cloud technologies, system design, integration patterns, and M&A initiatives, while developing the skills to become a future Solutions Architect or Enterprise Technologist. Responsibilities: • Collaborate with senior architects to design and document solution blueprints, integration diagrams, and data flows., • Conduct technical analysis and research to support system modernization and scalability initiatives., • Participate in architectural assessments during mergers and acquisitions, helping evaluate platforms, integrations, and data migration plans., • Maintain architecture documentation, reference models, and technology inventories., • Assist in preparing materials for architecture review boards and executive briefings., • Coordinate with engineering, data, infrastructure, and security teams to ensure alignment with established standards., • Identify improvement opportunities in existing systems and propose ideas for optimization or automation. Education/Experience Preferred: • Bachelor’s Degree in Computer Science, Information Systems, or a related technical discipline., • 1–3 years of experience in software development, systems analysis, or IT operations (internship experience counts)., • Understanding of core architectural concepts such as APIs, data flows, system integrations, and cloud computing (AWS, Azure, or GCP)., • Strong analytical mindset and attention to detail with the ability to break down complex systems., • Excellent written and verbal communication skills — comfortable summarizing technical topics for diverse audiences., • Proactive learner with an interest in enterprise architecture, cloud modernization, and digital banking transformation., • Familiarity with diagramming or modeling tools (e.g., Lucidchart, Visio, Draw.io)., • Exposure to agile, DevOps, or CI/CD environments., • Experience or coursework related to data architecture, APIs, or integration frameworks (MuleSoft, Kafka, etc.). Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: • Rooted in Strength, • Propelled by Growth, • Individuals in a Great Whole, • Creating Possibility, • 401(k) Plan with 6% Match, • Health/Dental/Vision Insurance, • Company-paid Life Insurance, • Tuition Reimbursement, • Fitness Reimbursement, • Paid Time Off, • Volunteer Leave, • Paid Holidays You’ve never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available on our privacy policy. Requirements:

Job DescriptionAbout Awesomely Awesomely is an award-winning online education company helping aspiring investors and entrepreneurs level up their finances and lives. With students worldwide and recognition as one of the fastest-growing online publishers in the U.S., we empower people to build wealth through real estate, stocks, crypto, and entrepreneurship. We are a fully remote company with great people, who are doing great things. :) About the Role We’re looking for a Facebook Media Buyer who’s not just strategic and data-driven—but hungry to win, willing to learn, and flexible enough to adapt fast. You’ll manage high-budget direct response campaigns that drive real growth, collaborating across creative, funnel, and data teams to create ads that convert. We want a shark in Facebook ads—but one who’s coachable, collaborative, and thrives on testing, learning, and improving. What You’ll Do • Plan, launch, and manage direct response Facebook ad campaigns inside Meta Ads Manager, focusing on lead gen and sales funnels., • Research audiences, interests, lookalikes, and competitors to sharpen targeting and creative strategies., • Work closely with creatives to develop, test, and iterate winning ad formats, images, videos, and copy., • Optimize campaigns for ROAS, CPA, CPL using data analysis, A/B testing, and CRO best practices., • Collaborate with funnel and dev teams to ensure smooth integration between ads, landing pages, and sales flows., • Track and report campaign performance with actionable insights for scaling and improving., • Stay on top of Facebook/Meta Ads platform updates, compliance policies, and emerging trends., • Proven experience running Facebook/Meta Ads campaigns with strong direct response results, specifically with DTC info products., • Deep hands-on expertise in Facebook Ads Manager (ad formats, targeting, reporting, analytics)., • Solid track record scaling campaigns for info products, coaching, or online education., • Strong analytical skills—you know how to turn data into actionable insights., • Collaborative mindset—you’ll work closely with creative and funnel teams to align strategy., • Familiarity with sales funnels, VSLs, and direct response marketing principles., • Coachable, adaptable, and willing to experiment and iterate fast., • Self-starter with strong organizational skills and accountability to own projects start-to-finish., • Bonus: You’re a shark at Facebook ads—but you check your ego at the door, stay open to feedback, and play well with others.Why Join Awesomely?, • Be part of a mission-driven, remote-first company shaping the future of financial education., • Work with a quirky, collaborative team passionate about growth and impact., • Competitive salary, comprehensive health benefits, PTO, and matching 401K., • Opportunities for professional growth, creativity, and leadership in a rapidly scaling organization.

Job Description Vice President – Wealth Management Company: Realized Financial Classification: Exempt Position Type: Full Time Reports to: Stephanie Elliott Date Job Description Revised: 09/12/2024 Job Summary This position will manage accredited and sophisticated clients, entities, Broker Dealers and RIA(s) seeking guidance with transitioning from direct investment property to diversified portfolios of interests in institutional-quality properties using Tax Optimized Real Estate® (“TORE”) solutions to generate passive income. This position will serve as a subject matter expert in Investment Property Wealth Management® and look to provide appropriate solutions through investment planning driven by financial goals. Essential Functions • Consult with clients regarding Investment Property Wealth Management strategies and serve as the subject matter expert in Tax Optimized Real Estate., • Establish goal based financial planning and risk tolerance with clients to manage Investment Property Wealth Management., • Partner with a Realized Private Client Associate to build and develop trusted and ongoing relationships with clients through goal based financial planning., • Using marketing driven leads, make warm and cold calls to prospective direct-to-consumer clients and business partners., • Achieve set revenue goals while serving the client’s best interests., • Partner with the Realized Research team to present customized investment plans to investors., • Qualify investors on investment products., • Establish professional networks to assist clients in need of additional resources., • 3+ years of consultative sales experience in the securities industry., • Proficient use of CRM tools., • Knowledge of DST and 1031 exchanges, Opportunity Zone Funds, REITs and commercial real estate., • The ability to sell concepts using a highly consultative methodology., • The ability to connect quickly with affluent prospects., • Active listening skills., • Strong oral and written communication skills., • Excellent time-management skills., • Organizational skills in a detail-oriented setting., • Team player with the ability to multi-task in a results-driven environment., • Intellectually curious and willingness to continuously learn., • Integrity and strong sense of ethics., • Have a consultative approach to sales., • Patience with the long sales cycle., • Clear understanding of goals based financial planning within the investment property wealth management space. Powered by JazzHR pccliIMCLq

Job DescriptionFinancial Planning Operations & Planning Associate Career-Track Financial Planning Support | Austin, TX | In-Office / Hybrid If you’re genuinely curious about how money, investments, insurance, taxes, business, and estate planning work—and want to become skilled enough to help clients in those areas within a competency of people, technology, numbers, compliance, data, and analysis—keep reading. Join a boutique wealth-management firm and learn elite financial planning from the inside out. We serve successful families, business owners, and professionals through multi-generational strategies that integrate investments, insurance, and advanced estate planning within a fiduciary framework. You’ll work directly with the CFP® founder and internal consultants in a firm committed to innovation, technology integration, and a modern client experience. This is not a sales job or a call-center role. It’s a true apprenticeship—part operations, part financial analysis, part project management—for someone who wants a long-term career in financial planning and thrives on precision. You don’t have to be an extrovert, but you must communicate clearly, know when to stop emailing and pick up the phone, and take ownership from start to finish. Professional follow-through, accuracy, and compliance discipline are non-negotiable here. What You’ll Do This role supports every facet of a high-performing financial planning practice—from operations to marketing, from technology to client experience. You’ll be the execution engine that makes planning and production possible, ensuring the advisor can focus on delivering strategy, advice, and results. Your responsibilities will include, but are not limited to: • Operations and Administration of the Firm: Own the calendar, manage workflows, oversee licensing and compliance processes, maintain digital filing systems, and ensure all applications, forms, and documentation meet compliance standards. Client and Case Support: Gather data, maintain flawless accuracy, and prepare deliverables in eMoney, Excel, and Salesforce for financial planning, insurance, and investment cases. * Sales Development and CRM: Maintain and optimize the CRM (Salesforce) for all prospects, clients, and referral sources; build follow-up sequences; ensure no opportunity slips through the cracks. * Marketing and Communications: Coordinate firm branding, website updates, newsletters, digital outreach, and social media initiatives; support podcasts, events, and professional marketing efforts. * Client Appreciation and Retention: Track key dates and milestones; coordinate client and referral gifts, events, and personal touches that reinforce client loyalty and brand experience. * Growth and Recruiting: Help identify, recruit, and onboard future team members as the firm expands; assist in training and documenting workflows for scalability. * Innovation and Systems: Continuously look for better ways to integrate technology, automate routine processes, and modernize the client experience through improved systems and reporting. This is a comprehensive operations role that touches every area of the business—planning, marketing, administration, and growth. Success in this role requires organization, ownership, and the ability to manage multiple priorities simultaneously without losing sight of the details. Must Have * Exceptional attention to detail—you treat accuracy as craftsmanship. * High personal accountability; no excuses, no loose ends. * Structured, proactive communication—written, verbal, and by phone. * Analytical mindset with curiosity and grit. * Professional composure and reliability. Qualifications * Bachelor’s degree preferred (Finance, Accounting, Economics, or Business). * Associate degree or equivalent experience considered. * 2–3 years of practical experience in a related field (financial operations, accounting, project management, or similar) may substitute for a degree. * High proficiency in Salesforce and Microsoft Excel / Office, with strong data-management skills. * Familiarity with eMoney, Envestnet, or Morningstar a plus. Career Path & Compensation * Starting Compensation: $52,000–$70,000 annually, including opportunity for performance-based increases and annual bonus potential. * Advancement is merit-based, not time-based. Exceptional performers who master systems, complete licensing, and demonstrate ownership may progress through the career track and pay scale faster than the standard timeline. Progression Framework (Cumulative, Not Sequential) * Each phase builds on the previous one—new licensing and capabilities enhance earlier responsibilities rather than replace them. * Accuracy, operational execution, and attention to detail remain core expectations throughout every stage of advancement. Typical progression: * Phase 1 – Operations & Planning Associate: Master systems, accuracy standards, and workflows. * Phase 2 – Licensed Assistant: Obtain Life & Health license; expand responsibilities into product and case design while maintaining operational precision. * Phase 3 – Registered Assistant: Earn Series 6/63 or 7/66; take on plan updates, investment operations, and analysis while continuing to manage planning process execution. * Phase 4 – Associate Advisor: Participate in client meetings, help develop recommendations, and lead initiatives—while upholding the same high standards of accuracy and process discipline established in earlier phases. AFA affiliation requires 7/66 licensing. Comprehensive Benefits Package Includes * Annual performance bonus potential * Health benefits stipend * Retirement plan with employer matching * Paid Time Off (PTO) and holidays * Licensing, continuing-education, and professional-development sponsorship Success Metrics * 100% accuracy in data and documentation * On-time delivery of meeting prep and projects * Clear, proactive communication * Steady progress on licensing and training milestones * Visible impact on efficiency and client experience

Job DescriptionHead of Sales – Direct-to-Consumer – Realized Holdings, Inc. Location: Austin, TX Realized Holdings, a fast-growing Wealthtech company based in Austin, TX, seeks a strategic and results-oriented Head of Sales for DTC to lead our advisory and sales operations. At Realized, we enable clients and their financial advisors to seamlessly transition from individual property ownership to diversified, tax-efficient portfolios of real estate-backed securities, leveraging our proprietary technology. This role is a unique opportunity to drive growth, foster a high-performance sales culture, and shape the future of Investment Property Wealth Management®.Key Responsibilities: Leadership & Team Development: • Lead, inspire, and manage the advisory team to achieve individual and team performance goals while cultivating a client-focused culture., • Recruit, hire, and develop top-tier, securities-licensed financial professionals, building a team that reflects the company’s innovation, transparency, and stewardship values., • Conduct regular performance evaluations to identify skill gaps and implement tailored training and professional development programs., • Provide mentorship, coaching, and leadership to ensure team members are equipped to exceed expectations and meet ambitious revenue targets.Sales Strategy & Execution:, • Oversee the end-to-end sales process, including prospecting, client engagement, negotiation, and deal closure, ensuring exceptional client experiences at every stage., • Establish and monitor sales goals, quotas, and key performance indicators (KPIs) to maintain accountability and alignment with company objectives., • Partner with the team to address client concerns, resolve operational challenges, and ensure sales processes run seamlessly., • Actively identify areas for improvement within the sales workflow and implement process optimizations to increase efficiency and effectiveness.Collaboration & Strategic Planning:, • Work closely with senior leadership to define the long-term vision for the sales department and align sales strategies with broader business objectives., • Create, promote and maintain an environment of continuous learning environment., • Collaborate cross-functionally with marketing, product, and client success teams to develop integrated sales strategies that drive growth and client retention., • Partner with the advisory team to ensure the sales approach reflects the Company’s focus on tax efficiency, risk management, and personalized client solutions.Client Relationship Development:, • Build and maintain strong relationships with high-value clients, industry professionals, and key stakeholders to expand the Realized network and business opportunities., • Partner with the advisory team to identify client goals, propose tailored investment strategies, and ensure long-term client satisfaction and retention., • Serve as a trusted resource to clients and their advisors, providing insight into market trends and innovative solutions for managing real estate wealth.Market Insights & Innovation:, • Stay informed of market trends, industry developments, and regulatory changes, helping ensure that Realized remains a leader in the Wealthtech space., • Leverage advanced CRM platforms, including Salesforce and HubSpot, to streamline operations, drive team performance, and enhance client engagement., • Series 7, Series 9, Series 10, and Series 66 licenses are required (or Series 7 with Series 24).Education:, • Bachelor’s degree in Business Administration, Finance, or a related field is required; MBA preferred.Experience:, • At least 3 years of leadership experience in financial services sales management, ideally in alternative assets and/or real estate., • A minimum of 5 years of hands-on sales experience, with a proven track record of achieving and exceeding performance targets in a financial services environment.Skills & Expertise:, • Exceptional leadership and motivational skills, with a demonstrated ability to build, inspire, and manage high-performing sales teams., • Strong analytical abilities to interpret market data, identify trends, and apply insights to develop effective strategies., • Excellent communication and interpersonal skills to foster strong relationships with clients, stakeholders, and team members., • Advanced knowledge of CRM systems (Salesforce, HubSpot) and proficiency with Microsoft Office Suite., • Expertise in sales strategies, tax-efficient investment solutions, and industry best practices. Ready to make a lasting impact? Apply now and join us in redefining the real estate investment experience. Powered by JazzHR OSlgD9ZZYC

Job Description Cherry Bekaert has been around over 75 years providing Elite Accounting and Advisory services for our clients. Our shared values, including uncompromising integrity, a passion for excellence and mutual respect have helped us get here. If these values align with yours, we’d like to hear from you. Help us continue in our success as an Audit Senior in Austin office. As an Audit Senior, you will: • Dialogue over engagement efficiencies and client specific risks, • You will develop audit approach to be used by the engagement teams, • Instruct and oversee fellow A&A Staff throughout engagements, • Broaden technical knowledge through review of complex client transactions, • Financial statement preparation and/or review, • Complete general audit procedures (i.e. coordination of audit closing communications, drafting of client correspondence, resolving open items, etc.), • Research technical issues using online tools An ideal fit for our firm displays a passion for superior client service, uncompromising integrity, excellent project management abilities, and leadership skills. We’re a fast-paced and dynamic environment so a strong sense of urgency will fit right in! Most industry experience will be considered! • 2+ years’ experience in public accounting, • Experience using Engagement is a plus, • Bachelor's degree in accounting. Masters preferred, • CPA certified or the eligibility to work toward obtaining a CPA license, • Ability to manage multiple responsibilities simultaneously (multi-task), • Acquisition Accounting experience is a plus What you can expect from us: • Shared values, including uncompromising integrity, a passion for excellence, and mutual respect, • The opportunity to innovate and do work that motivates and engages you, • Flexibility to do impactful work and to enjoy your life outside of work, including a firmwide week off for the 4th of July, • A collaborative environment focused on your career growth and continuous professional development Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved. No Agencies Please #LI-SF1 #LI-Hybrid

Job Description Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today’s toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. If you are ready to find your space and create your future, you belong with us. As an Audit Intern, you will: With a Cherry Bekaert internship, you will gain insight into the public accounting profession and build a solid foundation for your career. • Work for multiple supervisors on a variety of client engagements, • Apply accounting knowledge while performing client work using Firm technology, • Shadow Audit professionals of all levels, • Participate in team building and training initiatives, • Participate in and present on a marketing or research project, • Juniors or seniors enrolled in an accredited accounting or related program, two years from graduation, • Cumulative GPA of 3.0/4.0 or above preferred, but not required, • Proficiency with computers and spreadsheet software programs, • Shared values, including uncompromising integrity, a passion for excellence, and mutual respect, • The opportunity to innovate and do work that motivates and engages you, • A collaborative environment focused on your career growth and continuous professional development About Cherry Bekaert: Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure. Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is $30.00 - $35.00 per hour. Individual salaries within this range are determined by a variety of factors including but not limited to education, experience, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook. © 2024 Cherry Bekaert. All Rights Reserved.

Job Description Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today’s toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. If you are ready to find your space and create your future, you belong with us. As an Audit Staff, you will: As an Audit Staff at Cherry Bekaert, you will work on a wide variety of audit engagements under the supervision of different accounting professionals. • Engage and serve clients from various industries, • Communicate with project in-charges and clients, • Develop technical accounting skills while performing audits of financial statements, • Prepare audit checklists and adjust journal entries, • Gain business writing experience while preparing financial statements alongside clients, • Prepare and organize workpapers for client files, • Bachelor's degree in accounting or related field. Masters preferred, • CPA certified or the eligibility to work toward obtaining a CPA license, • Cumulative GPA of 3.0/4.0 or above preferred, but not required, • Proficiency with computers and spreadsheet software programs, • Ability to travel to client sites as needed, including frequent same-day travel and occasional out-of-town travel, • Shared values, including uncompromising integrity, a passion for excellence, and mutual respect, • The opportunity to innovate and do work that motivates and engages you, • A collaborative environment focused on your career growth and continuous professional development, • Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure. Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is$66,000 - $76,000. Individual salaries within this range are determined by a variety of factors including but not limited to education, experience, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.

Job Description The Aspiriant affiliated funds (“Aspiriant Funds”) consists of registered mutual and interval funds. As a member of the Investment Strategy & Research team, the Associate – Fund Administration is responsible for coordinating the operations of the Aspiriant Funds, including but not limited to compliance monitoring, preparing and/or reviewing valuations, financial statements and expense payments, aiding in the audit process and board reporting, replying to client requests and contributing to client communications, overseeing the process of adding new investors and redeeming existing investors. The Associate – Fund Administration will have a limited amount of direct client contact. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative work environment – Together, We Achieve More, • Environment supportive of learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Hybrid work arrangement How you will contribute: • Track cash flows to sub-advisors using Global Custody system. Provide cash projection reports to the portfolio management team to manage investment allocations in our funds., • Coordinate information flows to the mutual funds’ and interval funds’ administrator, including trades, expenses, cash flows, tax information for the preparation of tax provisions., • Review tasks performed by the mutual funds’ and interval funds’ administrator, including but not limited to, daily and quarterly reporting packages, financial statements, compliance reporting, SEC filings, check/wire requests and subscription and redemption reports., • Coordinate with the Funds’ legal counsel, initiating updates of the funds’ regulatory filings., • Prepare materials and organize reports provided by vendors into a quarterly Board Book for the mutual fund trustees. Present operational reports to the mutual fund board of trustees. Prepare reports for the interval fund trustees., • Analyze data to establish benchmarks for valuations., • Prepare fair value calculations based on set benchmarks., • Explain manager under- and over-performance using attribution analysis., • Coordinate manager data from multiple sources for analysis and monitoring which are used in fact sheets, board materials, and other marketing materials., • Collaborate with your team and vendors to resolve daily mutual fund and quarterly interval fund issues, such as pricing and compliance exceptions., • Develop solutions to identify issues as well as proposing new ways of working efficiently and effectively., • Prepare and review subscription agreements for new investments in the mutual fund and interval funds. Work with our investment operations team to place trades in our funds., • Assist the Chief Investment Officer and Director of Fund Administration in creation and refinement of various policies and procedures. An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost. They’re also warm, passionate and genuine. The attributes and talents that lead to success in the role are: Knowledge: • Excellent communication and organizational skills., • Strategic thinker., • A self-starter who takes responsibility for his/her work., • Must be detail oriented with a high degree of accuracy., • Impeccable ability to maintain confidentiality., • Ability to set priorities among a variety of tasks and an occasionally heavy volume of work. Experience and Education: We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: • Bachelor’s degree in business, accounting, finance, economics, or related field required. CPA, CFA, and/or JD encouraged., • Two to three years of experience working in investment management and/or financial advisory services is required., • Experience preparing financial statements and knowledge of generally accepted accounting principles is preferred., • Experience working with regulated investment companies is preferred., • Experience working with 1940 Act registered funds, private equity and/or private real estate fund of funds is preferred. Physical Demands and Work Environment: Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to handle situations. Occasionally exert up to 10 pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job Description Orbiss Inc. is a tax and accounting firm specializing in business growth in the United States. Launched in 2020, Orbiss has helped hundreds of small and medium-sized international companies scale up and thrive in the dynamic American market. With a focus on personalized solutions, Orbiss offers fully tailored support for our clients’ cross-border tax, accounting, and consulting needs. Our vision is modernity, driving us to adopt an innovative approach that prioritizes process automation and quality assurance, while always keeping people at the heart of our mission. At its core, Orbiss is an innovative, modern, young firm that believes an old industry can still learn new tricks. We prioritize the development of our people and are dedicated to guiding you through the learning process. As a Tax Associate you will be responsible for: • Preparation of individual, estate and fiduciary tax returns for US and non-US residents under the supervision of senior staff., • Mostly servicing entrepreneurs and co-founders of our corporate clients with net worth over $10M., • Participation in tax planning and consultation process for clients through close collaborations with tax lawyers and wealth management firms. If you have: • Education:, • At least a bachelor's degree in accounting, finance, a related field or working towards completion, • Entry-Level Experience:, • At least 1-2 years of general tax or accounting experience to build a foundation in taxation, • Technical skills:, • Be adept at using tax software and accounting tools, such as international tax compliance software and Microsoft Excel, • Develop the ability to identify and address complex international tax issues and propose practical solutions, • Soft Skills:, • An appeal to work in autonomy but with taste for team' spirit., • An ability to respect deadlines or communicate in advance if not doable., • Collaborate with colleagues from various departments within the organization to provide holistic solutions to clients., • Uphold high ethical standards and maintain client confidentiality., • Continuously Eager to Learn, • Exercises Professional Skepticism, • Exceptional Communication Skills, • Working towards CPA is a plus., • Health Insurance paid 100% with HSA and FSA available., • 401(k) plan with a 100% match up to 6% after 3 months., • Unlimited paid time-off policy (with a minimum of 2 weeks / year to be taken)., • Transportation program (Commuter Benefits, CitiBike membership offered)., • Flexible remote policy, working from our offices (NYC, Miami, Boston, San Francisco, Austin)

Job Description POSITION: Seasonal Senior Tax Preparer COMPANY: Carlee J Perez, CPA, PC REPORTING TO MANAGING PARTNER: Carlee Perez STATUS: contractor (1099) COMPENSATION: $50+ per hour, depending on experience LOCATION: Remote role with possibility for occasional in-person meetings; Austin, Texas - area candidates preferred REQUIRED CREDENTIALS: Active PTIN; CPA preferred but not required PREVIOUS EXPERIENCE REQUIREMENT: Minimum of 5 years’ experience preparing individual and business tax returns. CPA designation is a plus but not required. INTENDED START DATE: Monday, February 16th, 2026 through Friday, April 17th, 2026; potential for August 17th through October 16th as well. WORK HOURS: Depending on need, minimum of 40 hrs and not to exceed 65 hrs a week WORK LOCATION REQUIREMENTS All work “at home” must be completed using secure equipment and following all requirements on our WISP document. The company will provide a computer for work use, and it must remain in a locked and secure location when not in use.Employees will be required to sign and adhere to a Secure Work Location Agreement as a condition of employment. The company provides all necessary equipment for a productive home workspace. A company-issued laptop, dual monitors, a keyboard, and a mouse will be supplied to ensure you have the tools you need to work efficiently and comfortably from your remote environment. ABOUT THE TAX PREPARER POSITION At Carlee J Perez, CPA, PC, we deliver trusted, personalized tax and accounting services with the warmth and close attention of a true family office. With fewer than five team members, our group is approachable, client-first, and always ready to lend a hand—whether it’s backing up a teammate or walking a client through a tricky tax situation. We’re looking for an experienced tax preparer to join us and lead with sharp expertise and real heart. You’ll manage returns, with potential to review basic returns (experience with reviews not required), keep everything accurate and compliant, and offer clear, thoughtful guidance to clients year-round. The perfect fit brings deep tax know-how, loves working as part of a tight-knit group, and takes pride in work that builds lasting client trust. The core competencies of this role are tax expertise, accuracy + attention to detail, software proficiency, client relationship management, team collaboration and time management. YOU ARE PERFECT FOR CARLEE J PEREZ, CPA, PC IF… • You have 5 - 7 years preparing complex 1040s and business tax returns (1065, 1120-S and 1120)., • You’re comfortable with multi-state returns, Section 1031 exchanges, real estate investors, QBI, passive activity rules, S-corp basis, and the like; experience with trusts (1041) or gift and estate taxes are a bonus., • Your PTIN has stayed active for the past 5 years., • You’re confident reviewing returns prepared by others and catching what matters—ensuring accuracy, consistency, and quality without overcomplicating the process., • You can run your own schedule, hit deadlines, and keep things accurate—without re-doing a whole return or sweating tiny stuff (like a $2–$5 difference or travel vs. office supplies)., • You know what really matters: you focus on the big picture, catch missed deductions or credits (did we get that loan interest?), and keep returns strong without chasing perfection., • You love a small, family-style team: pitching in, staying flexible, helping clients, and jumping in wherever needed—including those sometimes long weekends during tax season. TAX PREPARATION • Prepare accurate, moderate to complex individual income tax returns (1040s), moderate to complex business tax returns (1065, 1120S and 1120), Trust returns (1041), Gift Tax returns (709), and other specialty filings as required., • Perform some reviews of individual and business tax returns prepared by other team members, ensuring accuracy and compliance., • Conduct research on tax-related questions or issues, identifying and implementing appropriate solutions., • Handle sensitive and confidential client data securely and in accordance with company policies, including if working in a secure, private home office., • Manage tasks efficiently to meet deadlines, especially during the intensity of tax season., • Be adaptable to the increased demands of tax season, including longer hours when necessary., • Potential to take on special projects throughout the year, applying your tax expertise, organizational skills, and problem-solving abilities to help the firm grow, improve processes, or support unique client needs., • Ask clarifying questions to ensure understanding and accuracy in your work., • Maintain a high level of professionalism and emotional intelligence in all interactions., • Communicate effectively with internal team members to deliver quality service, even when client-facing contact is limited., • Balance serious, detail-oriented tasks with contributing to a positive and supportive team culture., • Quickbooks, • Intuit ProConnect, • ProSystems Fx Our culture emphasizes genuine care for clients, team, and work quality. At Carlee J Perez, CPA, PC, we deliver personal touch with professional precision. Client-Focused Service • We build approachable, responsive ties with clients, colleagues, and community. ABOUT CARLEE J PEREZ, CPA With over 23 years in Finance & Accounting roles, Carlee has built a wealth of experience, including 10+ years in public accounting and tax accounting, but also 10+ years in the private realm while serving as a Finance Director for a top tier architecture firm and a Vice President for a regional engineering firm. Carlee graduated from the University of the Incarnate Word and is a CPA licensed in Texas. On the weekends, you will find her cheering on her daughter playing college softball, hiking & biking somewhere around Austin, doing CrossFit or cooking. APPLY HERE prior to December 29th, 2025. Application link: Please note: The role requires a background check prior to hiring. After being hired, this role requires signing an NDA as well as a non-compete. You will be required to sign a WISP document ensuring your home security systems are set up and up to date, related to network use, privacy, computer/ IT Security, Mobile Device Security, Handling & security of Client/Firm Documents, etc. #hc213540

Job Description ABOUT PARK PLACE FINANCE! Park Place Finance is a fast-growing, nationwide private lender specializing in fix-and-flips, ground-up construction, and DSCR loans. But what truly sets us apart is how we do it. Our culture is built on a high-performance, entrepreneurial mindset where driven professionals thrive in a “work hard, play hard” environment. You’ll find a team that rallies together, celebrates wins, and keeps raising the bar. We move fast. We think big. And we invest in people as much as properties. With a focus on health, wealth, and professional development, we’re not just funding deals — we’re building careers & long-lasting relationships. POSITION OVERVIEW We are looking for a high-impact Account Executive to join our fast-paced, entrepreneurial lending team to report directly to our VP of Sales. In this role, you’ll drive revenue by originating hard money loans for residential real estate investors—specifically in fix-and-flip, ground-up construction, and DSCR segments. You’ll manage the full sales cycle from prospect to close while building meaningful, long-term client relationships. If you're looking for a place where your hustle is matched by opportunity and wins are celebrated, Park Place Finance is your next move. RESPONSIBITLIES Client Engagement • Build and nurture long-term relationships with real estate investors through consistent communication and personalized service by conducting 100+ outbound calls daily., • Act as a trusted advisor to serve as a consultative partner to real estate investors/clients by educating them on Park Place Finance’s suite of tailored lending solutions & loan products, to help them navigate Fix-and-Flip, Ground-Up Construction, and DSCR loan offerings., • Guide clients through the investment readiness process, including gathering financials, property details, and business plans., • Analyze borrower experience, deal strength, and risk profile to determine eligibility and alignment with underwriting criteria for a faster & smoother process., • Respond to internal teammates & external inbound inquiries promptly and convert qualified leads into viable loan options., • Monitor deal status and proactively manage follow-ups to avoid delays and maximize conversion., • Submit 1–2 qualified loan deals into processing each week with all required documentation., • Work closely with loan processors, underwriters, and operations to ensure a seamless transition from sales to fulfillment., • Clearly communicate deal specifics, timelines, and borrower expectations to all internal stakeholders., • Collaborate on process improvements that support speed, scalability, and service excellence. Requirements KNOWLEDGE, SKILLS, & ABILITIES (KSA) Required: • Bachelor’s degree and/or experience in real estate, lending, or financial services industry., • Minimum of 1 year of consultative/inside sales experience., • Proven track record of closing 5+ loans/month for residential investments., • Strong computer skills & tech savviness of CRM platforms within a fast-paced environment., • Excellent verbal and written communication skills, with the ability to actively listen, positively influence, articulate clearly, and build trust., • High level of perseverance, resilience, and a strong work ethic who has a work hard, play hard mentality., • History of consistently closing $2M+ in monthly loan volume in residential transitional lending (RTL)., • Working knowledge of Microsoft Excel (basic formulas, filters, data organization)., • Experience in a lead-generated, consultative sales environment within real estate finance or mortgage lending. Pay Competitive base salary + uncapped commissions Benefits WHY JOIN PARK PLACE FINANCE? At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your earning potential, sharpen your skills, and thrive in a high-performance, entrepreneurial environment—this is where you belong. • Best-in-Class Training, • Uncapped Earning Potential & Competitive Compensation Package, • 100% Company-Paid Health Insurance, • Retirement with a 4% Match, • In-Office Gym, • 15 Days of PTO, • Additional Perks & a culture that celebrates your hustle and ambition

Job Description About Us Catalyst Labs is a leading talent agency with a specialized vertical in Applied AI, Machine Learning, and Data Science. We stand out as an agency thats deeply embedded in our clients recruitment operations. We partner directly with: AI-first startups building products powered by LLMs, generative AI, intelligent automations, Established tech companies: scaling their ML infrastructure, recommendation systems, and data platforms, and Enterprise innovation teams integrating AI into traditional domains such as finance, healthcare, and logistics. We collaborate directly with founders, CTOs, and Heads of AI in those themes who are driving the next wave of applied intelligence from model optimization to productized AI workflows. We take pride in facilitating conversations that align with your technical expertise, creative problem-solving mindset, and long-term growth trajectory in the evolving world of intelligent systems. Our Client Is a San Francisco based startup building a GenAI-native platform that automates one of the most complex, time-consuming challenges in finance and Tax and turning dense tax documents into structured, usable data in minutes. Their system processes everything from K-1s and K-3s to intricate footnotes with near-human precision, achieving over 99% accuracy on income lines and streamlining workflows across Excel and API integrations. They serve some of the most sophisticated players in private wealth, and asset management, helping them move faster and make better decisions in an industry where accuracy and speed define competitiveness. Backed by seasoned founders and AI leaders from top-tier tech companies like facebook and salesforce, this team combines product craftsmanship with cutting-edge machine learning to bring intelligence to a domain that has long resisted automation. Recently acquired by a global technology leader, the company now operates with the mindset, pace, and creative autonomy of a startup but with the stability, benefits, and resources of an established enterprise. Youll be joining a team of proven builders whove scaled products to acquisition, engineered systems that power billions of data points, and are now applying GenAI to redefine how financial data is understood, structured, and acted upon. Location: Union Square, San Francisco Work type: Full Time, 5 days a week On-Site. Compensation: above market base + bonus + equity Visa: sponsorship available for candidates with demonstrated brilliance and expertise. What we are looking for Were seeking an Applied AI / ML Engineer with 5+ years of experience building and scaling commercial machine learning systems in meaningful ownership roles, especially with document understanding and extraction. You are an exceptional builder who thrives at the intersection of real world features and AI/ML engineering, someone who not only understands how models work, but also how to use them to deliver real, measurable value to end users. This role is central as they scale their GenAI-native platform for tax document processing, combining the velocity of a startup with the backing of resources and reach of a large multi national firm. Roles & Responsibilities * Build and scale the ML and product infrastructure that powers intelligent tax document processing at production scale. * Design and optimize inference systems, dataset pipelines, and specific logic to improve accuracy, speed, and quality as we expand to millions of documents. * Collaborate closely with accountants and tax domain experts to deeply understand workflows, pain points, and quality thresholds translating insights into productized ML systems. * Integrate inference pipelines into a seamless, end-to-end experience that transforms how tax professionals process and interpret documents. * Develop expert systems that encode institutional tax knowledge into scalable, maintainable software components. * Drive experiments, measure outcomes, and iterate rapidly on core ML metrics. * Collaborate cross-functionally with product, engineering, and leadership to shape technical direction and influence product vision. Qualifications Core Experience * 4+ years of experience in machine learning / AI engineering with proven end-to-end ownership of ML-powered products. * Strong track record of building systems that create direct user value, not just research prototypes or internal tooling. * Demonstrated ability to work with large, complex datasets, optimizing for accuracy, scalability, and reliability. Strong fundamental understanding of how to build, measure, and iterate on ML systems and ML-powered enterprise or consumer products. * Comfortable with Python and popular ML libraries (e.g. pandas, scikit-learn, spaCy, pytorch, tensorflow, keras), cloud providers such as GCP/AWS, container technologies (e.g. Docker, Kubernetes), web application development including Python-based web servers (e.g. Flask, Django), and database and storage layers (e.g. Postgres, SQL, S3/GCS). * Experience deploying or integrating LLMs, LLM APIs, Agents and prompt engineering into production systems. * Strong Python proficiency and hands-on familiarity with ML infrastructure and data workflows. * Experience in document understanding, OCR, or applied NLP. * Exposure to financial or tax-related data environments. * Startup or 01 product experience. Soft Skills * Exceptional problem-solving ability, curiosity, and product intuition. * Strong communication skills with the ability to engage directly with domain experts and translate complex needs into technical solutions. * Growth trajectory demonstrated through promotions or increasing scope of responsibility. Other roles in Applied AI / ML in the US, check them out here: * Applied AI / ML engineer focusing on LLMs, and Knowledge Graphs: [

Job Description ABOUT PARK PLACE FINANCE! Park Place Finance is a fast-growing, nationwide private lender specializing in fix-and-flips, ground-up construction, and DSCR loans. But what truly sets us apart is how we do it. Our culture is built on a high-performance, entrepreneurial mindset where driven professionals thrive in a “work hard, play hard” environment. You’ll find a team that rallies together, celebrates wins, and keeps raising the bar. We move fast. We think big. And we invest in people as much as properties. With a focus on health, wealth, and professional development, we’re not just funding deals — we’re building careers & long-lasting relationships. POSITION OVERVIEW We are looking for a high-impact Junior Account Executive to join our fast-paced, entrepreneurial lending team to report directly to our Chief Revenue Officer. You’ll be an integral part of our lending team, responsible for engaging real estate investors, prequalifying loan opportunities, and supporting the full sales cycle. This is an entry-level, growth-focused role designed for driven individuals who are ready to learn about the lending industry from the ground up while making a real impact. You’ll receive best-in-class training and mentorship to help you master the fundamentals of loan origination and relationship-building within the real estate finance space. RESPONSIBILTIES Client Engagement & Initial Qualification • Conduct 50–75 outbound calls daily to connect with new leads and past borrowers, • Engage prospective borrowers to understand their investment goals and lending needs, • Assist senior Account Executives in gathering borrower information, property details, and financials for prequalification, • Support the prequalification process by using company-provided sizing tools and ensuring documentation accuracy, • Maintain proactive, professional communication with borrowers and internal teams throughout the loan cycle, • Provide clear updates to ensure borrowers feel supported and informed every step of the way, • Work closely with loan processors, underwriters, and senior Account Executives to ensure deals progress smoothly, • Contribute to a collaborative team environment, sharing insights and supporting colleagues’ success KNOWLEDGE, SKILLS, & ABILITIES (KSA) Required: • Bachelor’s degree or equivalent work experience in sales, customer service, or financial services, • Strong interpersonal and communication skills (written and verbal), • Eagerness to learn and grow in a fast-paced, high-performance sales environment, • High level of perseverance and resilience; a “work hard, play hard” mentality, • Ability to manage multiple priorities and adapt to dynamic client needs, • Exposure to or familiarity with the real estate, mortgage lending, or financial services industries, • Experience with lead-driven, consultative sales environments PAY & OTE Salary: $40,000 with competitive uncapped commission structure and possibility of team monthly revenue sharing. Year 1 OTE: $85,000+ Year 2 OTE: $125,000+ *Note: There is no cap to total compensation. WHY JOIN PARK PLACE FINANCE? At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your earning potential, sharpen your skills, and thrive in a high-performance, entrepreneurial environment—this is where you belong. • Best-in-Class Training, • Uncapped Earning Potential & Competitive Compensation Package, • 100% Company-Paid Health Insurance (Medical, Dental, & Vision), • Retirement with a 3% Match, • In-Office Gym, • Additional Perks & a culture that celebrates your hustle and ambition

Job Description ABOUT PARK PLACE FINANCE! Park Place Finance is a fast-growing, nationwide private lender specializing in fix-and-flips, ground-up construction, and DSCR loans. But what truly sets us apart is how we do it. Our culture is built on a high-performance, entrepreneurial mindset where driven professionals thrive in a “work hard, play hard” environment. You’ll find a team that rallies together, celebrates wins, and keeps raising the bar. We move fast. We think big. And we invest in people as much as properties. With a focus on health, wealth, and professional development, we’re not just funding deals — we’re building careers & long-lasting relationships. POSITION OVERVIEW We are looking for a high-impact DSCR Loan Officerto join our fast-paced, entrepreneurial lending team to report directly to our VP of Sales. In this role, you’ll drive revenue by originating hard money loans for residential real estate investors—specifically in fix-and-flip, ground-up construction, and DSCR segments. You’ll manage the full sales cycle from prospect to close while building meaningful, long-term client relationships. If you're looking for a place where your hustle is matched by opportunity and wins are celebrated, Park Place Finance is your next move. RESPONSIBITLIES Client Engagement • Build and nurture long-term relationships with real estate investors through consistent communication and personalized service by conducting 100+ outbound calls daily., • Act as a trusted advisor to serve as a consultative partner to real estate investors/clients by educating them on Park Place Finance’s suite of tailored lending solutions & loan products, to help them navigate Fix-and-Flip, Ground-Up Construction, and DSCR loan offerings., • Guide clients through the investment readiness process, including gathering financials, property details, and business plans., • Analyze borrower experience, deal strength, and risk profile to determine eligibility and alignment with underwriting criteria for a faster & smoother process., • Respond to internal teammates & external inbound inquiries promptly and convert qualified leads into viable loan options., • Monitor deal status and proactively manage follow-ups to avoid delays and maximize conversion., • Submit 1–2 qualified loan deals into processing each week with all required documentation., • Work closely with loan processors, underwriters, and operations to ensure a seamless transition from sales to fulfillment., • Clearly communicate deal specifics, timelines, and borrower expectations to all internal stakeholders., • Collaborate on process improvements that support speed, scalability, and service excellence. Requirements KNOWLEDGE, SKILLS, & ABILITIES (KSA) Required: • Bachelor’s degree and/or experience in real estate, lending, or financial services industry., • Minimum of 1 year of consultative/inside sales experience., • Proven track record of closing 5+ loans/month for residential investments., • Strong computer skills & tech savviness of CRM platforms within a fast-paced environment., • Excellent verbal and written communication skills, with the ability to actively listen, positively influence, articulate clearly, and build trust., • High level of perseverance, resilience, and a strong work ethic who has a work hard, play hard mentality., • History of consistently closing $2M+ in monthly loan volume in residential transitional lending (RTL)., • Working knowledge of Microsoft Excel (basic formulas, filters, data organization)., • Experience in a lead-generated, consultative sales environment within real estate finance or mortgage lending. Pay Competitive base salary + uncapped commissions Benefits WHY JOIN PARK PLACE FINANCE? At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your earning potential, sharpen your skills, and thrive in a high-performance, entrepreneurial environment—this is where you belong. • Best-in-Class Training, • Uncapped Earning Potential & Competitive Compensation Package, • 100% Company-Paid Health Insurance, • Retirement with a 4% Match, • In-Office Gym, • 15 Days of PTO, • Additional Perks & a culture that celebrates your hustle and ambition

Job DescriptionDescription: At Sunflower Bank, we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Senior Enterprise Architect Infrastructure & Cloud. Description: The Senior Enterprise Architect Infrastructure & Cloud manages the Core Architect and Engineering staff for Network, Systems, Applications, and End User Computing technologies. Manages the Architect and Engineering team in order to produce enterprise level solutions and services. Responsibilities: • Manages Architect and Engineering staff across multiple IT disciplines to produce complete solutions that work across all IT verticals., • Responsible for providing architectural standards for all systems and applications., • Responsible to provide guidance, leadership, and technical expertise in the Information Technology field., • Manages the creation of technical systems architecture for all enterprise application, infrastructure, and platform solutions., • Responsible for translating business requirements into specific system application or process designs., • Chairs the architect and design meetings with each IT vertical in order to establish collaboration and consistency in all provided services., • Responsible for Problem Resolution of issues that arise from service disruptions, or other causes related to architected solutions., • Responsible to stay abreast of current security landscape, and work collaboratively with Risk teams to foster security in all defined solutions., • Responsible for supporting IT Response, Business Continuity, and Disaster Recovery processes as they pertain to the continuity of operations within IT Services Division, or to support continuity of operations for the enterprise when IT Services are essential to support restoration or recovery activities., • Responsible for developing and maintaining systems and applications in alignment with SBNA security controls and standards related to protecting sensitive data for compliance with Gramm Leach Bliley Act (GLBA)., • Responsible for adhering to Software Development Lifecycle policies, standards, and processes. Education / Experience Preferred: • Bachelor’s degree in Computer Science, a related field, or 15+ years of IT experience., • Experience managing multiple IT disciplines., • Experience in project management, creation of project definition, scope, and deliverables., • Proven analytical and problem-solving abilities related to enterprise systems., • Strong verbal/written skills and the ability to effectively interface with internal business clients, operations teams, technical engineering teams, internal audit, regulators, and senior management. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: • Rooted in Strength, • Propelled by Growth, • Individuals in a Great Whole, • Creating Possibility, • Community Focused Associates enjoy outstanding benefits, including: • 401(k) Plan with 6% Match, • Health/Dental/Vision Insurance, • Company-paid Life Insurance, • Tuition Reimbursement, • Fitness Reimbursement, • Paid Time Off, • Volunteer Leave, • Paid Holidays, • Plus many more associate perks & incentives! If you qualify, apply online at . You’ve never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available on our privacy policy. Requirements:

Job Description ABOUT PARK PLACE FINANCE! Park Place Finance is a fast-growing, nationwide private lender specializing in fix-and-flips, ground-up construction, and DSCR loans. But what truly sets us apart is how we do it. Our culture is built on a high-performance, entrepreneurial mindset where driven professionals thrive in a “work hard, play hard” environment. You’ll find a team that rallies together, celebrates wins, and keeps raising the bar. We move fast. We think big. And we invest in people as much as properties. With a focus on health, wealth, and professional development, we’re not just funding deals — we’re building careers & long-lasting relationships. POSITION OVERVIEW We are seeking a highly organized and detail-oriented Loan Processor with experience in Business Purpose Loans, including Residential Transitional Loans, Bridge, Renovation, Ground-Up Construction, and DSCR (non-consumer) products. The Loan Processor plays a critical role in moving loans efficiently from application through closing ensuring accuracy, compliance, and a smooth borrower experience. This is an ideal opportunity for someone with strong communication skills, a problem-solving mindset, and prior experience in private or non-QM lending. RESPONSIBITLIES • Process RTL, Bridge, Renovation, Ground-Up Construction, and DSCR loans in alignment with company guidelines and investor requirements., • Review and verify borrower, guarantor, and entity documentation (credit, income, bank statements, title, insurance, leases, corporate docs)., • Ensure all required items are received, complete, and compliant prior to underwriting and closing., • Coordinate closely with underwriters, originators, and closers to maintain loan file accuracy and expedite turnaround times., • Track and clear conditions efficiently while maintaining proactive communication with internal teams and external partners., • Review appraisals, BPOs, construction budgets, and rehab scopes for completeness and accuracy., • Maintain meticulous file organization, ensuring all documentation is properly labeled and archived in the LOS., • Provide exceptional service to borrowers and brokers through clear, timely communication. KNOWLEDGE, SKILLS, & ABILITIES (KSA) • 2+ years of experience processing private lending or non-QM loans (required)., • Hands-on experience with RTL (Bridge, Renovation, Ground-Up Construction) and DSCR loans., • Experience filling out a HUD-1 and/or settlement statement, • Business entity documentation experience, • Strong understanding of business-purpose loan documentation and compliance standards., • Excellent attention to detail and ability to manage multiple loans simultaneously., • Effective communication and problem-solving skills., • Proficiency with loan origination systems (experience with LendingWise a plus). WHY JOIN PARK PLACE FINANCE? At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your earning potential, sharpen your skills, and thrive in a high-performance, entrepreneurial environment—this is where you belong. • Best-in-Class Training, • Uncapped Earning Potential & Competitive Compensation Package, • 100% Company-Paid Health Insurance, • Retirement with a 4% Match, • In-Office Gym, • 15 Days of PTO, • Additional Perks & a culture that celebrates your hustle and ambition

Job Description POSITION: CPA - Tax Accountant - Full Time COMPANY: Carlee J Perez, CPA, PC REPORTING TO MANAGING PARTNER: Carlee Perez STATUS: Employee COMPENSATION: $85,000+ LOCATION: Central Austin, Texas, with the option to transition to a hybrid schedule after an initial onsite period. PREVIOUS EXPERIENCE REQUIREMENT: at least 5 years experience with tax preparation; REQUIRED CREDENTIALS: Active PTIN INTENDED START DATE: January 2026 WORK HOURS 40+ depending on busy season, flexible hours/ comp time during off season BENEFITS: • health benefits, • paid time off, • paid sick leave, • paid holidays, • personal days, • summer Fridays or flexible Fridays during off season, • CPE reimbursement credits, • professional membership dues Note: This position requires a commitment to completing tasks and meeting deadlines. While working hours are listed above, occasional extended hours, especially from February through April and August through October will be necessary to ensure critical work is completed. WORK LOCATION REQUIREMENTS There is potential for one to two days to be worked from home. All work “at home” must be completed using secure equipment and following all requirements on our WISP document. The company will provide a computer for work use, and it must remain in a locked and secure location when not in use. Employees will be required to sign and adhere to a Secure Work Location Agreement as a condition of employment. The company provides all necessary equipment for a productive home workspace. A company-issued laptop, dual monitors, a keyboard, and a mouse will be supplied to ensure you have the tools you need to work efficiently and comfortably from your remote environment. ABOUT THE CPA - TAX ACCOUNTANT POSITION At Carlee J Perez, CPA, PC, we deliver trusted, personalized tax and accounting services with the warmth and close attention of a true family office. With fewer than five team members, our group is approachable, client-first, and always ready to lend a hand—whether it’s backing up a teammate or walking a client through a tricky tax situation. We’re looking for an experienced CPA - Tax Accountant to join us and lead with sharp expertise and real heart. You’ll manage returns, with potential to review basic returns (experience with reviews not required), keep everything accurate and compliant, and offer clear, thoughtful guidance to clients year-round. The perfect fit brings deep tax know-how, loves working as part of a tight-knit group, and takes pride in work that builds lasting client trust. The core competencies of this role are tax expertise, accuracy + attention to detail, software proficiency, client relationship management, team collaboration and time management. YOU ARE PERFECT FOR CARLEE J PEREZ, CPA, PC IF… • You have 5 - 7 years preparing complex 1040s and business tax returns (1065, 1120-S and 1120)., • You’re comfortable with multi-state returns, Section 1031 exchanges, real estate investors, QBI, passive activity rules, S-Corp basis, and the like; experience with trusts (1041) or gift and estate taxes are a bonus., • Your PTIN has stayed active for the past 5 years., • You can run your own schedule, hit deadlines, and keep things accurate—without re-doing a whole return or sweating tiny stuff (like a $2–$5 difference or travel vs. office supplies)., • You know what really matters: you focus on the big picture, catch missed deductions or credits (did we get that loan interest?), and keep returns strong without chasing perfection., • You love a small, family-style team: pitching in, staying flexible, helping clients, and jumping in wherever needed—including those sometimes long weekends during tax season. TAX PREPARATION • Prepare accurate, moderate to complex individual income tax returns (1040s), moderate to complex business tax returns (1065, 1120S and 1120), Trust returns (1041), Gift Tax returns (709), and other specialty filings as required., • Perform some reviews of individual and business tax returns prepared by other team members, ensuring accuracy and compliance., • Assist with preparing tax projections and estimates to support client planning and financial goals., • Conduct research on tax-related questions or issues, identifying and implementing appropriate solutions., • Handle sensitive and confidential client data securely and in accordance with company policies, including if working in a secure, private home office., • Manage tasks efficiently to meet deadlines, especially during the intensity of tax season., • Be adaptable to the increased demands of tax season, including longer hours when necessary., • Ask clarifying questions to ensure understanding and accuracy in your work., • Maintain a high level of professionalism and emotional intelligence in all interactions., • Communicate effectively with internal team members to deliver quality service, even when client-facing contact is limited., • Balance serious, detail-oriented tasks with contributing to a positive and supportive team culture., • Quickbooks, • Intuit ProConnect, • ProSystems Fx Our culture emphasizes genuine care for clients, team, and work quality. At Carlee J Perez, CPA, PC, we deliver personal touch with professional precision. Client-Focused Service • We build approachable, responsive ties with clients, colleagues, and community. ABOUT CARLEE J PEREZ, CPA With over 23 years in Finance & Accounting roles, Carlee has built a wealth of experience, including 10+ years in public accounting and tax accounting, but also 10+ years in the private realm while serving as a Finance Director for a top tier architecture firm and a Vice President for a regional engineering firm. Carlee graduated from the University of the Incarnate Word and is a CPA licensed in Texas. On the weekends, you will find her cheering on her daughter playing college softball, hiking & biking somewhere around Austin, doing CrossFit or cooking. In addition to submitting your resume, be sure to complete our application HERE in order to be considered for the role. Complete this application by December 29th, 2025. Application link: Please note: The role requires a background check prior to hiring. After being hired, this role requires signing an NDA as well as a non-compete. You will be required to sign a WISP document ensuring your home security systems are set up and up to date, related to network use, privacy, computer/ IT Security, Mobile Device Security, Handling & security of Client/Firm Documents, etc. #hc212952

Job Description ABOUT PARK PLACE FINANCE! Park Place Finance is a fast-growing, nationwide private lender specializing in fix-and-flips, ground-up construction, and DSCR loans. But what truly sets us apart is how we do it. Our culture is built on a high-performance, entrepreneurial mindset where driven professionals thrive in a “work hard, play hard” environment. You’ll find a team that rallies together, celebrates wins, and keeps raising the bar. We move fast. We think big. And we invest in people as much as properties. With a focus on health, wealth, and professional development, we’re not just funding deals — we’re building careers & long-lasting relationships. POSITION OVERVIEW We are looking for a high-impact Junior Account Executive to join our fast-paced, entrepreneurial lending team to report directly to our Chief Revenue Officer. You’ll be an integral part of our lending team, responsible for engaging real estate investors, prequalifying loan opportunities, and supporting the full sales cycle. This is an entry-level, growth-focused role designed for driven individuals who are ready to learn about the lending industry from the ground up while making a real impact. You’ll receive best-in-class training and mentorship to help you master the fundamentals of loan origination and relationship-building within the real estate finance space. RESPONSIBILTIES Client Engagement & Initial Qualification • Conduct 50–75 outbound calls daily to connect with new leads and past borrowers, • Engage prospective borrowers to understand their investment goals and lending needs, • Assist senior Account Executives in gathering borrower information, property details, and financials for prequalification, • Support the prequalification process by using company-provided sizing tools and ensuring documentation accuracy, • Maintain proactive, professional communication with borrowers and internal teams throughout the loan cycle, • Provide clear updates to ensure borrowers feel supported and informed every step of the way, • Work closely with loan processors, underwriters, and senior Account Executives to ensure deals progress smoothly, • Contribute to a collaborative team environment, sharing insights and supporting colleagues’ success KNOWLEDGE, SKILLS, & ABILITIES (KSA) Required: • Bachelor’s degree or equivalent work experience in sales, customer service, or financial services, • Strong interpersonal and communication skills (written and verbal), • Eagerness to learn and grow in a fast-paced, high-performance sales environment, • High level of perseverance and resilience; a “work hard, play hard” mentality, • Ability to manage multiple priorities and adapt to dynamic client needs, • Exposure to or familiarity with the real estate, mortgage lending, or financial services industries, • Experience with lead-driven, consultative sales environments PAY & OTE Salary: $40,000 with competitive uncapped commission structure and possibility of team monthly revenue sharing. Year 1 OTE: $85,000+ Year 2 OTE: $125,000+ *Note: There is no cap to total compensation. WHY JOIN PARK PLACE FINANCE? At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your earning potential, sharpen your skills, and thrive in a high-performance, entrepreneurial environment—this is where you belong. • Best-in-Class Training, • Uncapped Earning Potential & Competitive Compensation Package, • 100% Company-Paid Health Insurance (Medical, Dental, & Vision), • Retirement with a 3% Match, • In-Office Gym, • Additional Perks & a culture that celebrates your hustle and ambition

Job Description Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today’s toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. If you are ready to find your space and create your future, you belong with us. As an Tax Intern, you will: With a Cherry Bekaert internship, you will gain insight into the public accounting profession and build a solid foundation for your career. • Work for multiple supervisors on a variety of client engagements, • Apply accounting knowledge while performing client work using Firm technology, • Shadow Tax professionals of all levels, • Participate in team building and training initiatives, • Participate in and present on a marketing or research project, • Juniors or seniors enrolled in an accredited accounting or related program, two years from graduation, • Cumulative GPA of 3.0/4.0 or above preferred, but not required, • Proficiency with computers and spreadsheet software programs, • Shared values, including uncompromising integrity, a passion for excellence, and mutual respect, • The opportunity to innovate and do work that motivates and engages you, • A collaborative environment focused on your career growth and continuous professional development About Cherry Bekaert: Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure. Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is $30.00 - $35.00 per hour. Individual salaries within this range are determined by a variety of factors including but not limited to education, experience, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook. © 2024 Cherry Bekaert. All Rights Reserved.

Job DescriptionCompany Description Brakes Plus was founded in 1990 with a single store in South Denver. Today Brakes Plus has nearly 150 stores across Colorado, Wyoming, Arizona, Texas, Nebraska, and Iowa. As one of the fastest growing auto service companies, we are continuously opening new stores in each of these regions while maintaining the family values and standards that the company was founded on. Brakes Plus has two important assets, our employees and our customers. Our mission is to supply the customer with quality parts and world class service at a great price. Our philosophy has always been for EVERY CUSTOMER to have a positive experience at Brakes Plus. Job Description The Automotive Service Advisor, reporting to the Store Manager, will be responsible for setting the highest standards of excellence and personifying our core values to support operations in the service department of your store. This will involve creating a highly motivated team environment, and working closely with the Service Team to improve their performance through hands-on presence in the store by efficiently developing team members, executing store processes, while ensuring that we continue to provide an industry leading customer experience. Primary Responsibilities include (but are not limited to): • Directly works with customers in areas of sales, service, customer opportunities, adjustments, etc., • Creates a highly motivated team environment/climate, • Supervising technicians and service personnel, planning and scheduling their duties, assigning work, and following up on completion of assignments, • Coaching service department teammates on all operational issues, • Working directly with customers in areas of sales, service, customer opportunities, adjustments, etc., • Evaluating performance and productivity of all service department personnel, • Managing parts inventory and outside purchases, as well as updating and restocking all in-house parts when needed, • Ensuring store safety, including the use of and maintenance of safety equipment, • Ensuring equipment/hardware layout and positioning within the service department, • Supervising shop area, equipment and teammates for compliance with company safety procedure, • Ensures that proper inspections are being conductedQualifications We are looking for: • Outstanding leadership and store management skills, • Ability to work in a fast-paced work environment, • Highly organized and detail-oriented, with the ability to mentor others in a manner that ensures efficiency, • Excellent verbal and written communication, • Ability to develop professional relationships with customers and team members, • Minimum of 2 years’ experience in a Service Advisor/Writer role, • Proven track record of exceeding business objectives, • Ability to work efficiently both individually and as part of a team, • Solid knowledge of basic OSHA laws, • Valid driver's license Additional Information Compensation: $40,000- $60,000 annual salary Benefits: Brakes Plus provides a large selection of benefits that help protect the health, wealth, and well-being of you and your family. This comprehensive benefits program helps you create the best benefits program to fit your needs and lifestyle. This includes: Medical, Dental, Vision, Life Insurance, 401 (K) Retirement Plan, Employer Paid Short- and Long-Term Disability Insurance, Paid Time Off (Vacation/Personal), Paid Bereavement, and Paid Holidays. All information will be kept confidential according to EEO guidelines. Work Opportunity Tax Credits – Brakes Plus Brakes Plus participates in the Work Opportunity Tax Credit (WOTC) program, which ADP administers on behalf of the company. Please follow the steps listed below to screen for the WOTC program. We appreciate your cooperation. Applicant Instructions • Please answer each question to complete the voluntary screening, • Eligible applicants will be asked to Electronically Sign and click Submit to complete the screening, • Ineligible applicants will be asked to click Submit to finish the screening; You will not be asked to electronically sign

Job Description POSITION: Senior Tax Director - Full Time COMPANY: Carlee J Perez, CPA, PC REPORTING TO MANAGING PARTNER: Carlee Perez STATUS: Employee COMPENSATION: $150,000 LOCATION: Central Austin, Texas, with the option to transition to a hybrid schedule after an initial on-site period. PREVIOUS EXPERIENCE REQUIREMENT: CPA required; at least 7 years experience with complex tax preparation and at least 4 years in a review/management role INTENDED START DATE: January 2026 WORK HOURS 40+ depending on busy season, flexible hours/ comp time during off season BENEFITS: • health benefits, • paid time off, • paid sick leave, • paid holidays, • personal days, • summer Fridays or flexible Fridays during off season, • CPE reimbursement credits WORK LOCATION REQUIREMENTS There is potential for one to two days to be worked from home. All work “at home” must be completed using secure equipment and following all requirements on our WISP document. The company will provide a computer for work use, and it must remain in a locked and secure location when not in use. Employees will be required to sign and adhere to a Secure Work Location Agreement as a condition of employment. The company provides all necessary equipment for a productive home workspace. A company-issued laptop, dual monitors, a keyboard, and a mouse will be supplied to ensure you have the tools you need to work efficiently and comfortably from your remote environment. ABOUT THE SENIOR TAX DIRECTOR POSITION At Carlee J Perez, CPA, PC, we deliver trusted, personalized tax and accounting services with the warmth and close attention of a true family office. With fewer than five team members, our group is approachable, client-first, and always ready to lend a hand—whether it’s backing up a teammate or walking a client through a tricky tax situation. We’re looking for an experienced Senior Tax Director to join us and lead with sharp expertise and real heart. You’ll manage and review returns, keep everything accurate and compliant, and offer clear, thoughtful guidance to clients and staff year-round. The perfect fit brings deep tax know-how, loves working as part of a tight-knit group, and takes pride in work that builds lasting client trust. The core competencies of this role are tax expertise, accuracy + attention to detail, software proficiency, client relationship management, team collaboration and time management. YOU ARE PERFECT FOR CARLEE J PEREZ, CPA, PC IF… • You have 7+ years preparing complex 1040s and business tax returns (1065, 1120-S and 1120), plus a minimum of 4+ years reviewing and managing tax work., • You’re comfortable with multi-state returns, Section 1031 exchanges, real estate investors, QBI, passive activity rules, S-Corp basis, and the like; experience with trusts (1041) or gift and estate taxes are a bonus., • Your CPA license and PTIN have stayed active for the past 7 years., • You can run your own schedule, hit deadlines, and keep things accurate—without re-doing a whole return or sweating tiny stuff (like a $2–$5 difference or travel vs. office supplies)., • You know what really matters: you focus on the big picture, catch missed deductions or credits (did we get that loan interest?), and keep returns strong without chasing perfection., • You review smart—trust the preparers you know, adjust your depth by person, and leave clear, short notes. You only pull someone aside if the same mistake keeps happening; you’re patient and kind, even on long weeks., • You love a small, family-style team: pitching in, staying flexible, helping clients, and jumping in wherever needed—including those sometimes long weekends during tax season. TAX PREPARATION • Prepare accurate, moderate to complex individual income tax returns (1040s), moderate to complex business tax returns (1065, 1120S and 1120), Trust returns (1041), Gift Tax returns (709), and other specialty filings as required., • Perform reviews of individual and business tax returns prepared by other team members, ensuring accuracy and compliance., • Assist with preparing tax projections and estimates to support client planning and financial goals., • Conduct research on tax-related questions or issues, identifying and implementing appropriate solutions., • Handle sensitive and confidential client data securely and in accordance with company policies, including if working in a secure, private home office., • Manage tasks efficiently to meet deadlines, especially during the intensity of tax season., • Be adaptable to the increased demands of tax season, including longer hours when necessary., • Ask clarifying questions to ensure understanding and accuracy in your work., • Maintain a high level of professionalism and emotional intelligence in all interactions., • Communicate effectively with internal team members to deliver quality service, even when client-facing contact is limited., • Balance serious, detail-oriented tasks with contributing to a positive and supportive team culture., • Lead and mentor junior staff, providing guidance, training, and constructive feedback to help them grow and succeed., • Stay responsive to clients during work hours—happy to answer a quick question, grab a missing doc, or just help them feel supported., • Delegate tasks efficiently, managing workflow to meet deadlines during peak periods., • Identify opportunities for process improvements and implement best practices to enhance team efficiency., • Monitor staff workload and provide support to ensure productivity while maintaining a collaborative and positive environment., • Foster accountability within the team while maintaining a supportive and encouraging culture., • Communicate expectations clearly, ensuring each team member understands their responsibilities., • Promote professional development opportunities for staff, helping them build skills and confidence., • Quickbooks, • Intuit ProConnect, • ProSystems Fx Our culture emphasizes genuine care for clients, team, and work quality. At Carlee J Perez, CPA, PC, we deliver personal touch with professional precision. Client-Focused Service • We build approachable, responsive ties with clients, colleagues, and community. ABOUT CARLEE J PEREZ, CPA With over 23 years in Finance & Accounting roles, Carlee has built a wealth of experience, including 10+ years in public accounting and tax accounting, but also 10+ years in the private realm while serving as a Finance Director for a top tier architecture firm and a Vice President for a regional engineering firm. Carlee graduated from the University of the Incarnate Word and is a CPA licensed in Texas. On the weekends, you will find her cheering on her daughter playing college softball, hiking & biking somewhere around Austin, doing CrossFit or cooking. In addition to submitting your resume, be sure to complete our application HERE in order to be considered for the role. Complete this application by December 29th, 2025. Application link: . Please note: The role requires a background check prior to hiring. After being hired, this role requires signing an NDA as well as a non-compete. You will be required to sign a WISP document ensuring your home security systems are set up and up to date, related to network use, privacy, computer/ IT Security, Mobile Device Security, Handling & security of Client/Firm Documents, etc. #hc212949

Job Description • Monitor autonomous vehicles remotely using multiple camera feeds and the Remote Command (RC) interface, • Intervene in real time when necessary using specialized system tools, • Document every decision and observation accurately using platforms like Notion or Google Sheets, • Review trip data post-operation, noting any anomalies or performance concerns, • Participate in Root Cause Analyses (RCA) to continuously improve operations and expand the knowledge base, • Collaborate with team members to ensure a smooth handoff between shifts and ongoing fleet reliability, • Experience in technical support, dispatch, or operational roles (e.g., IT, transportation, logistics), • Calm, confident decision-making in high-stakes environments, • Exceptional attention to detail and documentation discipline, • A basic understanding of autonomous vehicle systems – or a strong curiosity and willingness to learn ⭐ Bonus Points For: • Hands-on experience with geolocation tools or RC interfaces, • Familiarity with autonomous vehicle planning/perception systems, • Exposure to log analysis or event data monitoring ???? Schedule & Work Environment: • On-site in Austin, TX – Remote Operations Center, • Rotating shifts including weekends (both morning and evening availability required), • Schedule: Rotating shifts, including weekends: 1st shift 6:00am - 2:00pm; 2nd shift 2:30pm - 11:00pm, • Schedule flexibility preferred Pre-tax commuter benefits Subsidized healthcare coverage Healthcare FSA 100% covered short- & long-term disability and life insurance 401(k) retirement plan

Job Description Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today’s toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. If you are ready to find your space and create your future, you belong with us. As a Tax Intern, you will: With a Cherry Bekaert internship, you will gain insight into the public accounting profession and build a solid foundation for your career. • Work for multiple supervisors on a variety of client engagements, • Apply accounting knowledge while performing client work using Firm technology, • Shadow Tax professionals of all levels, • Participate in team building and training initiatives, • Participate in and present on a marketing or research project, • Juniors or seniors enrolled in an accredited accounting or related program, two years from graduation, • Cumulative GPA of 3.0/4.0 or above preferred, but not required, • Proficiency with computers and spreadsheet software programs, • Shared values, including uncompromising integrity, a passion for excellence, and mutual respect, • The opportunity to innovate and do work that motivates and engages you, • A collaborative environment focused on your career growth and continuous professional development About Cherry Bekaert: Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure. Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is $30.00 - $35.00 per hour. Individual salaries within this range are determined by a variety of factors including but not limited to education, experience, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook. © 2024 Cherry Bekaert. All Rights Reserved.

Job DescriptionAbout The Strickland Group: The Strickland Group is a family-driven, vision-first financial services agency helping families protect and build wealth through life insurance and retirement solutions. This is a 100% commission, remote role with flexible hours, mentorship, and a clear path to agency ownership. You’ll meet with warm leads, uncover needs, present options, and help clients put protection in place. Training is provided; no experience required, but strong work ethic, coachability, and a desire to grow are musts.

Job Description DNSFilter's mission is to protect our customers and partners with products they love to use! We are revolutionizing network security by providing fast, accurate, and reliable threat protection and content filtering. We're a rapidly growing company dedicated to creating a safer internet for businesses and organizations worldwide. Leveraging AI-driven threat intelligence, DNSFilter empowers our customers to proactively block threats before they impact their networks. We foster a collaborative, innovative, and results-oriented culture where every team member contributes to our mission of making the internet safer. As we continue our product-fueled growth by adding new features and broadening our solution to meet the needs of the global market, it's clear there's a missing piece. That's where you come in! We are seeking a highly motivated and experienced Senior Enterprise Security Engineer to join our rapidly growing team. As a key member of our security organization, you will play a critical role in designing, implementing, and maintaining the security posture of our enterprise infrastructure. You will be responsible for ensuring the confidentiality, integrity, and availability of our systems and data in a fast-paced and evolving environment. This role requires a strong understanding of security best practices, a passion for technology, and a proactive approach to problem-solving. This is a full-time remote position open to candidates in the United States and Canada. We recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If you feel like this job is for you, please apply. We believe diversity of experience and skills, including transferable skills, combined with passion, is a key to innovation and excellence; therefore, we encourage people from all backgrounds to apply to our positions! In this role you will: • Collaborate cross-functionally to design pragmatic security solutions that balance business needs with risk management, • Implement and maintain security controls for corporate infrastructure (endpoints, SaaS applications, data loss prevention), • Develop security policies, standards, and procedures, • Respond to security incidents and conduct forensic investigations, • Monitor emerging threats and maintain current security knowledge, • 5+ years in enterprise security engineering in a SaaS organization/s, • Deep knowledge of security fundamentals and industry best practices, • Hands-on experience with: firewalls, IDS/IPS, endpoint security, SSO, and SIEM platforms, • Proficiency in Python or Bash for security automation, • Strong communication skills with technical and non-technical stakeholders, • Self-directed with the ability to thrive in fast-paced SaaS startup environments, • Bachelor's degree in Computer Science, Cybersecurity, or related field or equivalent experience, • Container security and Kubernetes experience, • Pathway to promotion to additional organizational positions and responsibilities based upon results and performance, not just time in the chair. You help us grow, and we will help you grow., • Passionate and intelligent colleagues who work hard and have a good time doing it, • Paid company-wide week off at the end of each year, • Flexible Vacation Policy, • Awesome company swag, • Full medical, dental, and vision benefits for US, UK, and Canada-based employees, • Full short-term disability and life benefits; available long-term disability, • Retirement savings account options with vested company matching for qualifying employees DNSFilter participates in the E-Verify program. At DNSFilter, we utilize sophisticated software and tools to identify and eliminate Deepfake candidates. This approach helps us maintain the integrity of our hiring process, ensuring that we select the most qualified and genuine individuals to join our team. U.S. hiring salary range$130,000—$150,000 USD

Job Description Successful Salesperson Wanted – Build Real Wealth in Real Estate We’re NetWorth Realty USA — a national real estate company with offices across the U.S., voted “Best Places to Work” by Glassdoor in 2017, 2018, 2019 & 2024. We’re not a traditional brokerage. We operate in a unique niche — buying homes directly from homeowners and selling them to buyers in the fix-and-flip market. If you’ve excelled in sales (auto, finance, door-to-door, etc.) and are ready to take your drive to the next level, we’ll show you how to turn hustle into real wealth. Our top agent earned $763K last year. Our top GM, who started as an agent, made over $3MM. Our nationwide team has closed $5.3B+ in deals. What You’ll Do • Work directly with homeowners to purchase distressed or outdated properties, • Connect with buyers looking for rehab-ready homes, • Negotiate, close, and manage your own pipeline, • Build long-term success through daily wins and coaching What We Offer • High-Income Potential – 100% commission, no cap, • Elite Training – Hands-on guidance from top producers, • Career Growth – Every manager started as an agent, • Niche Advantage – We focus exclusively on the fix-and-flip market, • Health Benefits – Medical insurance available for qualified agents Requirements • An active real estate license is required before starting (not needed to interview), • Strong sales background with a competitive mindset, • Entrepreneurial and motivated to succeed If you’re ready to work hard, think big, and earn what you’re worth, apply today and join a proven team transforming homes and careers across the country. Powered by JazzHR MfzQ2T83fW

Job DescriptionRanked among the largest accounting and consulting firms in the country, Cherry Bekaert LLP delivers innovative and sophisticated assurance, advisory, and tax services to our clients. Our firm is thriving and we seek a highly motivated Audit Manager for our Austin, TX, practice. This highly visible position offers excellent training, development, and professional growth. You will have lots of contact with outstanding clients in a variety of commercial industries. Exceptional client relations skills are a must. Business development skills are a plus. Limited travel in this region should be expected. If you seek a firm that offers career advancement, not just a job, keep reading! What you need for this role: An ideal fit for our firm displays a passion for superior client service, uncompromising integrity, excellent project management abilities, and leadership skills. We’re a fast-paced and dynamic environment so a strong sense of urgency will fit right in! • Excellent project management, analytical, interpersonal, oral and written communication skills., • Proven ability to lead and develop A&A associates, • 5+ years of experience in public accounting., • Bachelor's degree in accounting. Masters preferred., • Shared values, including uncompromising integrity, a passion for excellence, and mutual respect, • The opportunity to innovate and do work that motivates and engages you, • Flexibility to do impactful work and to enjoy your life outside of work, including a firmwide week off for the 4th of July, • A collaborative environment focused on your career growth and continuous professional development Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved. No Agencies Please #LI-SF1 #LI-Hybrid

Job Description American Operator is looking for a Senior Associate to lead credit underwriting and portfolio monitoring for small-business acquisitions. In this role, you will play a key part in advancing our mission to revive the American Dream by acquiring and growing strong small businesses alongside talented operators and mission-driven investors. Approximately 70% of your time will be spent underwriting new acquisitions, with the remaining 30% dedicated to monitoring the performance of our growing portfolio. This role will be based at our Austin, TX office. RESPONSIBILITIES * Work closely with the Acquisitions team on assessment of new opportunities * Run point on credit underwriting, working in close collaboration with our acquisitions and investments team to complete due diligence * Lead the preparation and presentation of credit memorandums to Mainshares’ Credit Committee * Monitor asset performance on a monthly basis, reviewing covenant compliance, meeting with the relevant owner success manager(s), and keeping our reporting & loan tape current * Perform quarterly portfolio reviews including analyzing historical and projected performance, risk assessments, and covenant compliance calculations * Partner with senior leadership on capital allocation and deployment pace MINIMUM QUALIFICATIONS * Bachelor’s degree required, preferably with a major in finance, accounting, economics or related financial discipline * 5+ years of industry experience, with at least 2 spent in a credit investing role at a bank or non-bank lender * Experience structuring and evaluating investments across credit and structured equity * Strong Excel modeling and written skills PREFERRED QUALIFICATIONS * Experience in a direct lending capacity to lower middle market sponsors. ABOUT THE TEAM American Operator exists because we believe the American Dream is worth protecting, and that small businesses are the backbone of our communities. To do this well, we need a team that reflects the real world: operators, builders, investors, and problem-solvers from a wide range of backgrounds and experiences. We know that diversity of thought, discipline, and lived experience leads to better decisions and stronger businesses. We’re intentional about bringing together people who care deeply about ownership, stewardship, and keeping great companies in capable hands. Our work depends on collaboration, humility, and a shared belief in the value of Main Street. We’re a team shaped by different industries, hometowns, and career paths, and we believe those differences are exactly what prepare us to serve small-business owners and future CEOs across the country. MISSION-DRIVEN Every company claims to be mission-driven, but our mission is simple, tangible, and urgent: preserve the legacy of America’s small businesses and create more pathways to meaningful ownership. We partner with operators who want to step into leadership, take responsibility for great companies, and continue the work that founders spent decades building. When we succeed, communities keep their employers, families keep their livelihoods, and operators get the chance to build wealth through real ownership. We work hard because we know what’s at stake: generational businesses that deserve to thrive, and talented operators who deserve the chance to lead them. And while we measure our success in deals closed and businesses grown, the real reward is seeing these companies continue to serve their people and their towns, stronger than before. Where else do you get the opportunity to help someone become a CEO, preserve a founder’s life’s work, and strengthen a community, all in the same job? That’s what makes our work both serious and incredibly fulfilling.

Job Description ABOUT PARK PLACE FINANCE! Park Place Finance is a fast-growing, nationwide private lender specializing in fix-and-flips, ground-up construction, and DSCR loans. But what truly sets us apart is how we do it. Our culture is built on a high-performance, entrepreneurial mindset where driven professionals thrive in a “work hard, play hard” environment. You’ll find a team that rallies together, celebrates wins, and keeps raising the bar. We move fast. We think big. And we invest in people as much as properties. With a focus on health, wealth, and professional development, we’re not just funding deals — we’re building careers & long-lasting relationships. POSITION OVERVIEW We are looking for a high-impact DSCR Loan Officerto join our fast-paced, entrepreneurial lending team to report directly to our VP of Sales. In this role, you’ll drive revenue by originating hard money loans for residential real estate investors—specifically in fix-and-flip, ground-up construction, and DSCR segments. You’ll manage the full sales cycle from prospect to close while building meaningful, long-term client relationships. If you're looking for a place where your hustle is matched by opportunity and wins are celebrated, Park Place Finance is your next move. RESPONSIBITLIES Client Engagement • Build and nurture long-term relationships with real estate investors through consistent communication and personalized service by conducting 100+ outbound calls daily., • Act as a trusted advisor to serve as a consultative partner to real estate investors/clients by educating them on Park Place Finance’s suite of tailored lending solutions & loan products, to help them navigate Fix-and-Flip, Ground-Up Construction, and DSCR loan offerings., • Guide clients through the investment readiness process, including gathering financials, property details, and business plans., • Analyze borrower experience, deal strength, and risk profile to determine eligibility and alignment with underwriting criteria for a faster & smoother process., • Respond to internal teammates & external inbound inquiries promptly and convert qualified leads into viable loan options., • Monitor deal status and proactively manage follow-ups to avoid delays and maximize conversion., • Submit 1–2 qualified loan deals into processing each week with all required documentation., • Work closely with loan processors, underwriters, and operations to ensure a seamless transition from sales to fulfillment., • Clearly communicate deal specifics, timelines, and borrower expectations to all internal stakeholders., • Collaborate on process improvements that support speed, scalability, and service excellence. Requirements KNOWLEDGE, SKILLS, & ABILITIES (KSA) Required: • Bachelor’s degree and/or experience in real estate, lending, or financial services industry., • Minimum of 1 year of consultative/inside sales experience., • Proven track record of closing 5+ loans/month for residential investments., • Strong computer skills & tech savviness of CRM platforms within a fast-paced environment., • Excellent verbal and written communication skills, with the ability to actively listen, positively influence, articulate clearly, and build trust., • High level of perseverance, resilience, and a strong work ethic who has a work hard, play hard mentality., • History of consistently closing $2M+ in monthly loan volume in residential transitional lending (RTL)., • Working knowledge of Microsoft Excel (basic formulas, filters, data organization)., • Experience in a lead-generated, consultative sales environment within real estate finance or mortgage lending. Pay Competitive base salary + uncapped commissions Benefits WHY JOIN PARK PLACE FINANCE? At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your earning potential, sharpen your skills, and thrive in a high-performance, entrepreneurial environment—this is where you belong. • Best-in-Class Training, • Uncapped Earning Potential & Competitive Compensation Package, • 100% Company-Paid Health Insurance, • Retirement with a 4% Match, • In-Office Gym, • 15 Days of PTO, • Additional Perks & a culture that celebrates your hustle and ambition

Job DescriptionInterstate Advanced Materials (IAM) is looking for a Sales Pro – our Business Development Managers make top salaries, enjoy unlimited commission programs geared for company growth and personal wealth building, and cover geographies with literally every possible industry present. We are a wholesale distributor, fabricator/machinists of high performance plastic sheet, rod, tube and film supporting various industries including aerospace, defense, lumber manufacturing, semiconductor, medical, food processing, automotive, agriculture and more. We are a family owned business, with a corporate office in Sacramento, CA, and facilities in seven states. If you are passionate about life, curious about what’s out there, responsive to those in need, constantly looking to improve, and honest and integral to your core – IAM may be the next best thing for you to consider. Don’t let opportunity pass you by! We’re well known in the Industrial Plastics supply world and this opportunity won’t last long. We offer a car allowance, outstanding health benefits, vacation, and a 401(k). Apply now for an opening based out of our Austin, TX facility. Come build the future with us.. At IAM, we support the professional growth of our employees while providing exceptional services to our customers. An environmentally sustainable, award-winning organization, IAM is committed to solving customer challenges with innovation, dedication and collaboration. What’s the job all about? As a Business Development Manager (BDM) your primary focus would be on new business development and growth opportunities within existing accounts, spending 80-90% of their time on new business development with the remaining 10-20% through organic growth in existing accounts. Experience in industrial sales or plastics sales is required, but if you’re autonomous, self-driven, self-managed, and an industrial sales business driver looking for more – money, responsibility, freedom, opportunity, and fun…send us your resume and tell us why we shouldn’t overlook you. Responsibilities include: • Managing projects from start to finish, • Prospecting and targeting development versus maintenance, • Selling machined parts, sheet, tube, and rod, and industrial plastics machining solutions and services. Requirements:, • Overnight stays as needed to maximize itinerary, • Plastics industry or similar required, • Technical aptitude required Powered by JazzHR LEa9lJVR4I

Job DescriptionTax Manager (Family Office) Job Title: Tax Manager/ Senior Manager Job Location: Hybrid in Mountain View, CA or Austin, TX (2-3 Days in office) Job Salary: $120k - $175k+ Requirements: Active CPA license, must have 5-8+ Years of Public Accounting Experience/Family Office Experience, 1-2+ Years of Tax Management Experience We are a full-service family office practice providing comprehensive tax planning for Ultra High Net Worth Individuals, their families, and their multi-million & billion-dollar businesses. Founded over 5 years ago and based in Silicon Valley with 30+ employees and growing. Our clientele is super unique and sets us apart from other firms. We have several multi-billion-dollar families we work with, some of which are well-known. We are a very close-knit group and offer a very collaborative environment. We also have a more relaxed busy season compared to a traditional CPA firm. Due to continuous growth, we are looking to add a Tax Manager/Senior Manager-level person to be a part of our growing team! Requirements include having an Active CPA license, having 5-8+ Years of Public Accounting/Wealth Management Experience, 1-2+ Years of Tax Management Experience, and having shown solid tenure in their past roles. In return, we are offering a competitive salary ($120k - $175k+), Full Benefits (including Health, Dental, Vision, 401k Match, etc.), Discretionary Bonuses, Generous PTO, and Paid Holidays. Please apply today or send an email with a copy of your latest resume to ! What You Need for this Position Required: • Active CPA, • At least 5-8+ years of Public Accounting/Family Office Experience, • 1-2+ Years of Tax Management Experience, • Has shown solid tenure in past roles We are also looking for TAX SENIORS and TAX SUPERVISORS - please apply if this applies to you! • For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 08/16/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.

Job Description DNSFilter's mission is to protect our customers and partners with products they love to use! We are revolutionizing network security by providing fast, accurate, and reliable threat protection and content filtering. We're a rapidly growing company dedicated to creating a safer internet for businesses and organizations worldwide. Leveraging AI-driven threat intelligence, DNSFilter empowers our customers to proactively block threats before they impact their networks. We foster a collaborative, innovative, and results-oriented culture where every team member contributes to our mission of making the internet safer. As we continue our product-fueled growth by adding new features and broadening our solution to meet the needs of the global market, it's clear there's a missing piece. That's where you come in! We are seeking a Director of Threat Hunting to lead our Threat Intelligence function. This deeply technical "player-coach" will be responsible for tracking adversaries, delivering actionable intelligence to shape our product, and protecting our customers. The ideal candidate is passionate about rolling up their sleeves to conduct deep-dive analysis, strategy, team leadership, and has built and guided intelligence and hunting capabilities as they mature. This is a full-time role open to candidates in the United States and Canada. We recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If you feel like this job is for you, please apply. We believe diversity of experience and skills, including transferable skills, combined with passion, is a key to innovation and excellence; therefore, we encourage people from all backgrounds to apply to our positions! In this role, you will: • Lead from the front by actively engaging in hands-on threat hunting across DNSFilter's vast DNS telemetry and cloud environments to detect, investigate, and disrupt adversary activity, serving as a senior individual contributor while building and mentoring a high-performing threat intelligence team., • Architect and establish initial intelligence workflows by designing and implementing the foundational processes and practices for the threat intelligence function, demonstrating the ability to build from the ground up before scaling the team and its capabilities., • Translate real-world investigations and Indicators of Compromise (IOCs) into an actionable product strategy and roadmap for new features., • Collaborate with DNSFilter's internal IT and Security teams to pilot and establish company-wide investigation workflows and best practices., • Partner closely with Product Management to define the vision and shape the evolution of DNSFilter's threat intelligence and digital forensics capabilities., • 10+ years of professional experience in threat intelligence and analysis, with a history of proactively seeking out novel threats and vulnerabilities, and publicly accessible published material available for review., • Proven ability to operate as a hands-on individual contributor with demonstrated experience in directly analyzing DNS data and webpage captures, mapping network infrastructure, identifying threats, and developing intelligence, with a clear track record of building and scaling threat intelligence functions from an initial stage., • Strong leadership in establishing new initiatives with experience in leading the charge from zero, including defining initial workflows and processes for a threat intelligence program, and then successfully scaling the function as it matures., • At least 3 years of experience managing or leading a technical team., • Strong scripting ability (Python) and experience with data analysis libraries such as pandas, • Experience with reverse engineering tools (IDA Pro, Ghidra, or similar), • Proven experience turning investigative insights into product improvements, shaping repeatable, scalable workflows, and contributing to the overall security posture through advanced threat intelligence and detection strategies., • Excellent communication skills — comfortable collaborating with and presenting to cross-functional technical and executive teams., • Experience in analytics on big data (Petabytes) using AWS Athena queries., • Ability to work hours mostly overlapping with ET hours., • Must be eligible to work in the region of hire without sponsorship from an employer now and in the future.Bonus points for:, • Strong experience building and scaling an intelligence function at a security SaaS vendor or MSP/MSSP., • Experience leading threat intelligence within digital forensics or incident response engagements., • Advanced experience in detection and response in SaaS and multi-cloud environments, • Strong experience in architecting the use of automation or AI-assisted tools to accelerate investigations., • Experience with malware analysis for the Windows platform using reverse engineering tools., • Open source project(s) available for review on Github related to malware analysis and/or DNS-related data analysis., • Experience working directly with enterprise or MSP customers during high-stakes investigations or advisory engagements., • Deep expertise in applying frameworks like MITRE ATT&CK, Cyber Kill Chain, and D3FEND to drive detection strategy., • Ability to think like the adversary—modeling attacker infrastructure and TTPs to improve detection strategies., • A proven track record of guiding and developing senior analysts and leading initiatives in developing advanced threat hunting skills for complex investigations., • Pathway to promotion to additional organizational positions and responsibilities based upon results and performance, not just time in the chair., • You help us grow, and we will help you grow., • Passionate and intelligent colleagues who work hard and have a good time doing it., • Paid company-wide week off at the end of each year., • Flexible Vacation Policy., • Awesome company swag., • Full medical, dental, and vision benefits for US, UK, and Canada-based employees., • Full short-term disability and life benefits; available long-term disability., • Retirement savings account options with vested company matching for qualifying employees. DNSFilter participates in the E-Verify program. At DNSFilter, we utilize sophisticated software and tools to identify and eliminate Deepfake candidates. This approach helps us maintain the integrity of our hiring process, ensuring that we select the most qualified and genuine individuals to join our team. U.S. hiring salary range$225,000—$245,000 USD

Job Description At Tony C’s, third-generation restaurateur, Tony Ciola, features some of his favorite family. Tony C’s Coal Fired Pizza, a New York Style Pizza, prepared in Austin’s original and only coal fired ovens just like the first pizzerias in America. Together, Tc4 owns and operates multiple award-winning restaurants in the Austin area, including Tony C’s. By Joining the Tc4 & Co family you will not only gain a wealth of hospitality experience but have the opportunity to create a deep rooted career in a dynamic and growing industry. NOW HIRING SERVERS The main responsibility of this position is to interact with our guests and ensure they receive "Notable Hospitality" and a wonderful experience when dining at the restaurant. This role pays $2.13 per hour, plus tips, and the pay range displayed is an estimated after tips are included. As a team member, you will receive: • Discounted Meals, • Opportunities to move up to our training teams with monthly meal allowances and outings Tony C’s Coal Fired Pizza is a full service restaurant concept that has growth opportunities in a casual dining restaurnat environment. This restaurant front of house job for Food Server / Waiter will focus on guest service / waiting tables in which you will be expected to provide great customer service. Mesero / Mesera roles also must interact with co-workers in a friendly and thoughtful manner in addition to other Waiters / Waitresses.