You Get: Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee stock purchase plan, employee assistance program, product discounts and free copy of Turbo Tax Live. As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office.
What you'll bring Who You Are: As a Tax Expert, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software. You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation
experience and extensive knowledge of tax laws You are passionate about helping clients navigate the complexities of taxation, and you're committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes.
You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner. For internal use: tst How you will lead What You Will Do: In this role, you will help our customers complete their taxes using Intuit Turbo Tax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you
will be working toward advancing our goal of " Powering Prosperity Around the World.
" You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records. If you reside in the United States, and are ready to earn supplemental income by helping people with their taxes, APPLY NOW
practice. The WC Claims Manager will manage a book of claims for consulting clients with the goal of containing claim costs and supporting implementation of recommended strategies. The duties relate to managing state fund employers' claims, not acting as a TPA for self-insured businesses.
The WC Claims Manager will consult with clients in guaranteed cost and retrospective rating arrangements and will gain familiarity with both concepts in order to effectively advise clients. The WC Claims Manager will be responsible for carrying out all tasks as outlined in the Workers' Compensation Claims Manager Job Description " Roles and Responsibilities" addendum and report directly to
Workers' Compensation Practice Leader. Essential Duties & Responsibilities: Review and evaluate materials from the employer, L&I, and medical sources. Organize and prioritize work and new claims based on multiple criteria.
Work with the employer to effectively investigate, respond to, and mitigate claims. Assist clients with identifying light duty opportunities and implement return-to-work strategies. Communicate with medical providers to determine medical outlook, timelines, physical restrictions, and appropriateness of treatment. Use all available information to develop plans of action for each claim. Advise and educate clients on best practices for workers' compensation. Check the
work of L&I Department employees to ensure proper procedure is being followed, actions are timely, and errors do not result in increased costs for clients.
Communicate with L&I employees and advocate on behalf of clients. Coordinate with Brown & Brown team to provide financial analytics and execute on overall service plan for clients. Provide training and support to Brown & Brown claims staff. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Planning/organizing-the individual is highly organized and is able to work on multiple projects simultaneously with frequent interruptions and changing priorities. Interpersonal skills-the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things. Oral communication-the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills. Written communication-the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.
Must also be able to accurately communicate technical information in a concise manner. Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality. Quality control-the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality. Adaptability-the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.
Safety and security-the individual observes safety and security procedures and uses equipment and materials properly. Education and/or Experience: College degree preferred but not required with appropriate work experience. Experience with Washington workers' compensation claims management is required. Experience with commercial insurance industry basics preferred but not required. Excellent oral and written communications skills. Analytical, detail-oriented, with a commitment to accuracy. Must be able to self-check work. Good people skills and ability to work well in a team environment. Self starter.
Highly organized and deadline focused. Proficient with Microsoft Tools, Outlook, Word, especially Excel and Power Point. Compensation: $31.25 to $38.46 hourly wage based on experience. #LI-JE1 We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
Pay Rate Type: Monthly Work Days: Monday - Friday Work Hours: 8:00 am - 5:00 pm (Schedule and shift are subject to change in accordance with department needs) Hours Per Week: 40 Percentage of Employment: 100% Months of Employment: 12 Salary: Annual salary starting from $147,360 to $207,348 Required Documents: Resume, Cover Letter, and Transcripts Job Description: District Management Team Salary Schedule - RANGE 17 Must apply by January 31, 2024 to be considered for this position.
A resume, cover letter, and transcripts are required. This position is categorically funded. Employment in this position is contingent upon funding from Disabled Student Programs and Services. Specifications
are intended to present a descriptive list of the range of duties performed by employees in the position. Specifications are not intended to reflect all duties performed within the job.
SUMMARY DESCRIPTION The Director is responsible for the administration, quality, and coordination of Disabled Student Programs and Services (DSPS). The incumbent will provide leadership in the development and provision of appropriate educational and support services to students with disabilities to ensure compliance with state and federal laws and regulations applicable to educational opportunities and accessibility for students with disabilities. DISTINGUISHING CHARACTERISTICS The Director will implement,
administer, and evaluate programs and services for DSPS while adhering to state and federal regulations and will prepare for state and federal compliance audits, program review, and reporting required by the California State Chancellor's Office.
The Director will develop and maintain a welcoming and professional environment within DSPS while also fostering cooperative working relationships with college employees, community members, local legislative leaders, and partner organizations while maintaining professional and appropriate boundaries with students. SUPERVISION RECEIVED AND EXERCISED --- Receives supervision from the College President or designee.
--- Supervise DSPS office staff to include faculty, classified staff, hourly staff, and student assistants. --- Management and supervision of program faculty and staff, including participating in the program hiring, evaluation, performance intervention and retention of faculty and staff members in areas of supervision. REPRESENTATIVE DUTIES The following duties and responsibilities are typical for this position. Incumbents may not perform all the listed duties and/or may be required to perform additional or different duties from those set forth below to address business needs and changing business practices.
LEADERSHIP --- Directly oversees the operations of the Disabled Student Programs and Services office and providers. --- Provide leadership in college efforts to increase the diversity of faculty and staff, to address student achievement gaps, and in the creation of a welcoming and inclusive work and educational environment. --- Promote the growth and success of a diverse population of students and employees through the development of interculturally competent and equity minded management and leadership abilities. PROGRAM MANAGEMENT --- Provide leadership in the administration, organization, and development of college support services for students with disabilities.
--- Develop and implement plans and policies to facilitate and improve DSPS. Evaluate and ensure consistency of objectives, policies, and procedures related to DSPS. --- Oversee, verify, and determine student eligibility to receive support services. Develop, prepare, monitor, and control annual preliminary budget and budget expenditures for assigned programs. --- Seek alternative funding through grants and contracts. --- Ensure compliance with state and federal laws and regulations applicable to educational opportunities and accessibility for students with disabilities (i.
e. 504/ADA and 508). --- Direct the preparation and maintenance of detailed and comprehensive reports, records, and files regarding personnel, facilities, programs, operations, and activities. --- Complete and submit all required California State Chancellor's Office reports on behalf of the college. --- Develop and implement goals and objectives for the DSPS program in alignment with the District's strategic goals. --- Coordinate programs and services as appropriate with other District and college personnel.
--- Lead the implementation of campus-wide accessibility efforts as part of the college's commitment to Diversity, Equity, Inclusion, and Accessibility (DEIA). Campus wide accessibility coordination. --- Oversee the fulfillment of college requests for accommodations related to interpreter services for non DSPS students, faculty, staff and community members. --- Coordinate exam proctoring for general campus population. --- Develop accessibility services, policies, and procedures for not-for-credit courses (i. e. community education courses). --- Serve as campus wide Americans with Disabilities Act Compliance Officer.
COUNSELING --- Provide available DSPS resources to students with disabilities. in support of wellness, academic success, and retention. Such services may include personal and group counseling services. --- Respond to crisis events impacting the learning environment and provide crisis intervention to students as needed. --- Research and provide referral services to students in need of additional educational support resources beyond those offered on campus. RELATIONSHIPS --- Maintain communication with District and college staff and various agencies to coordinate program services, exchange information, and refer students with disabilities.
--- Maintain communication with local community resources, legislative leaders, and organizations. --- Train, supervise, evaluate, and direct the work of personnel as assigned. --- Plan, organize, and arrange appropriate staff development programs and activities for faculty and staff. --- Participate in recruitment, selection, and hiring processes; develop and provide orientation for new employees. --- Organize, attend, or chair a variety of administrative and staff meetings as required. --- Serve on committees and special projects as assigned.
Serve as a resource for faculty, staff, and students working with or needing DSPS services and/or resources. --- Performs other duties as assigned that support the overall objective of the position and the District's mission and philosophy. --- Report to work on a regular and consistent basis, as scheduled, to assigned job. MINIMUM QUALIFICATIONS The following generally describes the knowledge and ability required to enter the job and/or be learned within a short period of time in order to successfully perform the assigned duties. The Director serves as the designated DSPS Coordinator and must meet the minimum qualifications for a DSPS counselor or instructor set forth in Section 53414 (a) through (d) OR meet the minimum qualifications for an educational administrator set forth in Section 53420 AND in addition, have two (2) years full-time experience or the equivalent within the last four (4) years in one or more of the following fields as listed under education and experience.
EDUCATION AND EXPERIENCE GUIDELINES Any combination of education and experience that would likely provide the required knowledge and abilities is qualifying.
A typical way to obtain the knowledge and abilities would be: DSPS Counselor Minimum Qualifications The minimum qualifications for service as a community college counselor of students with disabilities shall be satisfied by meeting one of the following requirements: (1) Possession of a master's degree, or equivalent foreign degree, in rehabilitation counseling, or (2) Possession of a master's degree, or equivalent foreign degree, in counseling, guidance counseling, student personnel, clinical or counseling psychology, education counseling, social work, career development, marriage and family therapy, marriage, family and child counseling, or (3) Possession of a bachelor's degree, or equivalent foreign degree, in marriage and family therapy or in marriage, family and child counseling and possession of a license as a Marriage and Family Therapist (MFT); and either fifteen or more semester units in upper division or graduate level course work specifically related to people with disabilities, or completion of six semester units, or the equivalent of a graduate-level counseling practicum or counseling field work courses, in a post-secondary Disabled Students Programs and Services (DSPS) Program or in a program dealing predominantly or exclusively with people with disabilities, or two years of full-time experience, or the equivalent, in one or more of the following; (A) Counseling for students with disabilities; or (B) Counseling in industry, government, public agencies, military or private social welfare organizations in which the responsibilities of the position were predominantly or exclusively for persons with disabilities, or the equivalent.
DSPS Instructor Minimum Qualifications The minimum qualifications for service as a community college instructor of students with disabilities shall be satisfied by meeting the following requirement: (1) Possession of a master's degree, or equivalent foreign degree, in the category of disability, special education, education, psychology, educational psychology, or rehabilitation counseling; and (2) Fifteen semester units of upper division or graduate study in the area of disability, to include, but not be limited to: (A) Learning disabilities; (B) Developmental disabilities; (C) Deaf and hearing impaired; (D) Physical disabilities; or (E) Adapted computer technology.
Educational Administrator Minimum Qualifications Possession of a master's degree and one year of formal training, internship, or leadership experience reasonably related to the administrator's assignment.
AND Two (2) years full-time experience or the equivalent within the last four (4) years in one or more of the following fields: (1) Instruction or counseling or both in a higher education program for students with disabilities; (2) Administration of a program for students with disabilities in an institution of higher education; (3) Teaching, counseling or administration in secondary education, working predominantly or exclusively in programs for students with disabilities; or (4) Administrative or supervisory experience in industry, government, public agencies, the military, or private social welfare organizations, in which the responsibilities of the position were predominantly or exclusively related to persons with disabilities.
Commitment to equity and diversity. All applicants must have demonstrated sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, gender, gender identity, interactionual orientation, and ethnic backgrounds of community college students, faculty and staff. The applicant must be able to demonstrate how these factors relate to the need for equity-minded practices within an educational environment.
You will also be required to answer the following question: 1. Please describe your experience/knowledge with Title 5, California Code of Regulations and support services for students with disabilities in the California Community Colleges. DESIRABLE QUALIFICATIONS: --- A master's in rehabilitation counseling or current Licensed Marriage and Family Therapist (LMFT). --- Experience in managing Title 5 requirements related to students with disabilities. --- Experience in teaching or counseling students with disabilities, preferably in higher education.
--- Increasingly responsible supervisory experience in the development and administration of programs for students with disabilities. --- Experience in managing categorical budgets and grants. --- Prior experience in approaching interactions with colleagues and students in an equity minded manner. --- Experience in providing an inclusive work/educational environment to faculty, staff, and students. LICENSES, CERTIFICATES, AND/OR OTHER REQUIREMENTS: --- A valid California driver's license. KNOWLEDGE OF: --- Accounting, budgeting, and fiscal reporting.
--- Database management and spreadsheets software applications. --- District policies, rules and procedures; laws and ordinances pertaining to the specific responsibilities of the position. --- Education limitations, and reasonable accommodations in higher education for students with disabilities. --- Educational Code. --- Federal and state laws as they pertain to working with students with disabilities. --- Federal and state statutes and regulations governing accommodation provisions and program accessibility in higher education. --- Financial aid resources for DSPS students.
--- Information processing techniques and computer literacy. --- Matriculation rules and regulations. --- Modern office management methods and technology, including computers and a variety of software programs; website maintenance; use of social media. --- Organizational development and administration; staff and program management. --- Preparation and administration of budgets. --- Principles of supervision, training, and practices of managing staff. --- Psycho-educational and neuro-psychological backssments. --- State of California Disabled Student Programs and Services.
--- Supervisory and managerial concepts and principles. ABILITY TO: --- Apply District and departmental policies, procedures, and regulations. --- Communicate effectively, orally and in writing. --- Communicate professionally in confrontational situations. --- Compile, organize and use various financial information necessary in the preparation of the budget(s). --- Compose reports and correspondence; analyze administrative problems and prepare comprehensive, clear and concise reports and recommendations. --- Demonstrate a sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, and ethnic backgrounds of community college students.
--- Develop innovative programs that strengthen the quality of services provided to students with disabilities. --- Ensure compliance with all laws, regulations and policies through effective office supervision and leadership. --- Establish and maintain cooperative working relationships with those contacted in the course of work. --- Exercise tact and diplomacy in dealing with sensitive and complex issues and situations. --- Fairly and effectively manage personnel. --- Maintain confidential and comprehensive files and records.
--- Maintain departmental website that promote programs and inform program participants through the use of social media. --- Manage categorical budgets and grants. --- Perform duties in a timely manner despite interruptions; meet established deadlines. --- Plan and coordinate the most effective use of staff, facilities, and resources to achieve program goals. Comprehend and stay current with laws, regulations, and guidelines for DSPS administration. --- Provide available resources to students on an individual basis. --- Provide short-term personal and crisis counseling/interventions to students with disabilities.
--- Utilize keyboarding skills commensurate with the required functions for this position. --- Work effectively with diverse populations. WORK ENVIRONMENT AND PHYSICAL DEMANDS The work environment and physical demands described here represent those required by an employee to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. WORK ENVIRONMENT: Work is performed primarily in a standard office setting. Duties are typically performed at a desk or computer terminal; subject to noise from office equipment operation; frequent interruptions and contact in person and on the telephone with academic and classified staff and others.
At least minimal environmental controls are in place to assure health and comfort. PHYSICAL DEMANDS: Must frequently sit for long periods; use hands and fingers to handle keyboard or other objects; reach with hands and arms. Must speak clearly and distinctly to ask questions and provide information; hear and understand voices over the telephone and in person; and respond quickly and effectively to campus emergencies.
Must see and hear adequately to perform accurate mental backssments of students or others. Lift, carry, and/or move objects weighing up to 10 pounds. SPECIAL COVID-19 NOTICE: Interviews may be held in-person (following all necessary precautions) or in a virtual format. Employees must reside in California while employed with the South Orange County Community College District (SOCCCD), even during remote work. Thank you for your continued interest in working at the SOCCCD. The SOCCCD is committed to protecting the health and wellbeing of students, faculty, staff, administrators, and the communities it serves.
More information can be found on our District website by visiting www. socccd. edu/communications/covid-19-information. NOTICE TO ALL CANDIDATES FOR EMPLOYMENT: The Immigration Reform and Control Act of 1986, Public Law 99-603, requires that employers obtain documentation from every new employee which authorizes that individual to accept employment in this country. SOCCCD will not sponsor any visa applications. PLEASE NOTE: A California Public Employees Retirement System (Cal PERS) retiree may not accept employment until after the first 180 days of retirement. Anyone retired from Cal PERS accepting permanent employment with this District will be required to reinstate as an active Cal PERS member.
Please contact Cal PERS for additional information regarding your retirement status. Any active vested member of California State Teachers Retirement System (Cal STRS), who accepts employment with the District to perform service that requires membership in Cal PERS, is eligible to elect to continue retirement system coverage under Cal STRS DISABILITY ACCOMODATIONS: If you require special accommodations in the application and/or selection process, please notify District Human Resources at least two (2) business days prior to the Job Close Date/Initial Screening Date, by either calling (949) 582-xyz X or sending an e-mail to ANCE REQUIREMENT: Report to work on a regular and consistent basis, as scheduled, to assigned job.
CAMPUS CRIME AND SAFETY AWARENESS: Information regarding campus crime and safety awareness can be found at www. saddleback. edu or www. ivc. edu. Paper copies are available in the District Human Resources office upon request. DIVERSITY, EQUITY, INCLUSION, AND EQUAL EMPLOYMENT OPPORTUNITY (EEO):
in various administrative tasks to ensure the smooth operation of the company. Key Responsibilities: 1. Financial Record Keeping: Utilize Sage accounting software to maintain accurate and up-to-date financial records. Record all financial transactions, including sales, purchases, payments, and receipts.
Reconcile bank statements and credit card statements regularly.2. Accounts Payable and Receivable: Process supplier invoices, track due dates, and ensure timely payments. Generate customer invoices, monitor receivables, and follow up on overdue payments. Manage petty cash and expense reimbursement processes.3. Payroll: Calculate and process payroll for part-time and full-time employees.
Ensure accurate deductions for taxes and benefits. Keep payroll records organized and accessible for reporting and auditing purposes.4. Financial Reporting: Prepare monthly financial statements, including balance sheets, income statements, and cash flow statements.5.
Administrative Support: Answer phone calls, respond to emails, and handle general inquiries. Maintain organized files and documentation. Assist in scheduling and coordinating meetings and appointments. Support other administrative tasks as needed.6. Compliance and Taxation: Stay updated on relevant tax regulations and ensure compliance. Prepare and submit necessary tax documents and payments in a timely manner. Qualifications:
Previous experience as a bookkeeper or in a similar role. Proficiency in Sage accounting software is a must.
Strong understanding of accounting principles and practices. Excellent attention to detail and accuracy in financial record-keeping. Basic knowledge of payroll processing and tax compliance. Exceptional organizational and time management skills. Strong communication and interpersonal abilities. Proficient in using Microsoft Office Suite (Word, Excel, Outlook). Knowledge of the rental equipment industry is a plus but not required. Working Hours: This is a part-time position, and working hours can be flexible based on mutual agreement. Pay: $20.00/hr depending on experience Qualified?
Call Kayla today for consideration at 570-326-xyz X Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, interaction, national origin, disability status, genetics, protected veteran status, interactionual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. -
with you What You Get: Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee stock purchase plan, employee assistance program, product discounts and free copy of Turbo Tax Live. As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office.
What you'll bring Who You Are: As a Tax Expert, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software. You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax
preparation experience and extensive knowledge of tax laws You are passionate about helping clients navigate the complexities of taxation, and you're committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes.
You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner. For internal use: tst How you will lead What You Will Do: In this role, you will help our customers complete their taxes using Intuit Turbo Tax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries,
you will be working toward advancing our goal of " Powering Prosperity Around the World.
" You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records. If you reside in the United States, and are ready to earn supplemental income by helping people with their taxes, APPLY NOW
auditor only Preferred Qualification(s)see job description THIS POSTION IS FOR A FINANCIAL/OPERATION AUDITOR - ONLY --- do NOT submit IT Auditors 3 days onsite/hybrid.
Chicago or Richardson. must be onsite during the initial training period (about 1 week).
Please do not submit candidates previously submitted or interviewed. New suppliers.please ask candidates if they've previously interviewed before submitting candidates that have previously interviewed for Client audit roles and not selected will not likely not be considered not to exceed bill rate /hr Contract to Hire: K.must submit salary requirements with submittals This position is responsible for conducting audits of financial
and operational controls of various departments to ensure compliance with prescribed procedures and policies. JOB REQUIREMENTS: Degree in Auditing, Accounting, Finance or equivalent.
Five or more years of audit experience in public accounting, insurance or related fields. Two years of experience leading audit engagements with professional audit staff. Experience in complex financial and operational audit assignments. Knowledge of the Institute of Internal Auditors Professional Standards, accounting and auditing standards, business process analysis including process flow and mapping, auditing tools, data collection and analysis, report writing, and sampling techniques in order to participate
in audits and projects and audit coordination. Knowledge of accounting, finance, system analysis (manual systems), and information systems operation and design.
Strong verbal and written communication skills, time-management and project management skills. Leadership skills, sensitivity, listening/receptivity, leading/motivating others, resolving conflict and negotiation Knowledge of data analytics or desire to learn Preferred Skills: Large public accounting firm experience. Professional certification in Accounting, Audit or Insurance, (e. g. CPA, CIA, CFSA, etc. ) or a Masters Degree in Business Administration. Experience using Team Mate and data analytic software such as ACL, SAS or SQL.
Knowledge of health care insurance and/or financial service operations, reporting and regulation. Familiar with Medicare/Medicaid operations. Experience using data analytics, classes in data analytics or a desire to learn #J-18808-Ljbffr
role is located in the Raleigh, North Carolina area. Robert Half is seeking an organized Bookkeeper with experience and a can-do attitude to join a growing team at a dynamic company in the Legal industry. This role is worth checking out! If you have experience with A/P, A/R, General ledger, and financial reporting, then this may be the right Bookkeeper role for you.
Your responsibilities- Put together financial reports by collecting, analyzing, and summarizing account information- Support accounts by verifying, allocating, and posting transactions- Oversee and maintain a well-run system to account for financial transactions by establishing a chart of accounts; define bookkeeping policies
and procedures- Reconcile accounts by rectifying entries- Review payments received and record deposits- Conduct and manage the general ledger- Sustain collections of historical records by organizing documents
poor client experience and a low ceiling on the number of clients a wealth manager can support. Savvy is a technology driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers so they can focus on what truly matters quality time with clients.
We are able to grow rapidly by hiring/acquiring wealth managers with existing books of business and supercharging them with our software to make them dramatically more efficient and provide a better digital experience for them and their clients. We are a team of former founders and operators who have started and sold two companies and bring over two decades of experience from Brex,
Facebook, Airbnb, Uber, Door Dash, and Square. We are backed by top-tier VC firms, including Index Ventures and Thrive Capital, and a panel of A-list executives from the wealth management industry.
The Role The Principal Wealth Manager role at Savvy is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens. In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing and managing high net worth client relationships and portfolios as well as cultivating sources of qualified high net worth prospective clients. You will
also work closely with the Product Development and M&A teams to shape the future roadmap of Savvys advisor technology platform, vet and convince other top wealth managers to join Savvy, and train new staff.
What You'll Do Develop new client relationships and support Business Development efforts. Gather client data, both quantitative and qualitative, and work with clients in understanding and defining their financial planning and investment needs and objectives. Review and analyze a clients current financial situation and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
Identify potential issues the client may have, explain financial planning concepts, clarify client goals, and prepare financial plans. Design long-term investment strategy and appropriate asset allocation with clients, as well as implement and monitor investment portfolios and asset allocations. Work with third-party service providers across tax, trust & estate, and insurance specialties and guide clients on leveraging each third-party effectively and at the right time. Advise the Product Development team on your or your clients pain points in effectively getting things done in order to build the best technology platform tailored to your needs.
Support the Growth team in Business Development efforts when sourcing, pitching, and closing other prospective advisors on joining the Savvy platform. What We're Seeking Must Have 10+ years of investment advisory experience An existing client book of business that you actively advise today Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent) Excited by more ownership and the opportunity to have a meaningful impact Excited to work in the Fintech industry Thrive in a demanding, fast-paced environment while handling several deadlines simultaneously Nice to have Past professional experience at a technology company BS or MS in an analytical or technical degree Experience working with clients whose assets are in excess of $1 million Depth of knowledge in at least one key area of financial planning Experience working with financial planning software Excellent organizational, analytical, critical thinking, communication and social skills, a proactive approach to problem solving, and take immediate ownership of your work allowing you to think big, adapt quickly, and act fast Benefits We Provide Access to best in class medical, dental, and vision plans Unlimited PTO + paid company holidays Solo 401(k) NYC office with breathtaking views in the heart of Manhattan Competitive total compensation package comprised of Revenue Participation and Equity Lunch, dinner, and snacks provided in the office Access to Teledoc ($0/visit telemedicine, 24/7 availability, family included) Discounts on Alternative Medicine, Chiropractic, Fertility Advocacy, Pet care, Prescriptions, Lab Testing, and Diabetic Supplies Access to Health Advocate (Answers questions about plans, claims, and bills, Coordinates care, Books appointments, Family included)
You Get: Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee stock purchase plan, employee assistance program, product discounts and free copy of Turbo Tax Live. As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office.
What you'll bring Who You Are: As a Tax Expert, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software. You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation
experience and extensive knowledge of tax laws You are passionate about helping clients navigate the complexities of taxation, and you're committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes.
You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner. For internal use: tst How you will lead What You Will Do: In this role, you will help our customers complete their taxes using Intuit Turbo Tax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you
will be working toward advancing our goal of " Powering Prosperity Around the World.
" You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records. If you reside in the United States, and are ready to earn supplemental income by helping people with their taxes, APPLY NOW
areas of the company to drive efficiency and promote a self-serve strategy. Focusing heavily on special projects and enhancing current business processes within the Finance and Accounting groups, daily tasks will also include system maintenance, complex data analysis, end-user training sessions, troubleshooting user technical issues and more.
The Analyst will work directly with various IT, Merchant, Planning, and Inventory Management departments across the organization to enhance current financial business processes and implement new applications as directed. In addition, the individual will work closely with the Financial Systems Manager to perform process improvement initiatives and
support new business ventures. Qualifications: Skill & Experience Requirements -Bachelors degree in Accounting, Finance, Business or equivalent -Strong leadership, intuitive and interpersonal skills -Highly proficient in MS Excel and other MS Office products -Strong technical and financial background with 2-3 years of experience -Excellent verbal & written communication -Serve as liaison between IT and Business focused departments -Ability to evaluate processes and design/execute process improvements Preferable Systems Experience: -Large platform ERP experience -Proficient SQL skills -MS Power Automate/Power Apps/Power BI
Jericho, New York, the Accounts Payable Clerk will be a long-term contract / temporary opening In this dynamic department, there is an opportunity for career growth and quick advancement The Accounts Payable Clerk will be required to match and batch code invoices, resolve A/P issues, process expense reports, update and reconcile sub-ledger to G/L, and process checks.
Responsibilities- Perform special projects as assigned- Ensure invoices, checks, and other documents are properly sorted, logged, scanned, and filed- Facilitate internal and external audits as needed- Support the AP/Finance Department by completing administrative tasks- Perform daily processes and controls correctly and punctually,
ensuring company policies are followed- Handle the customer service needs of internal business partners- Manage department mail by opening, sorting, and distributing it on a daily basis- Manage the process of verifying, logging, and mailing checks, including expediting special handling- Manage full-cycle A/P
such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. What we’re looking for. We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses.
This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. You will have the opportunity to see the positive impact of your work for years to come. You will grow personally and
professionally along with clients. What we offer. Training and development We’ll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations.
We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing Financial Professionals. Digital tools Beyond this training
and support, New York Life will equip you with a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.
Products and solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, and investment products such as mutual funds through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division to offer wealth management and advisory services, estate planning strategies, and business solutions.
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/interactionual Orientation/Gender Identity Responsibilities: • Discuss financial concerns and needs with potential clients identified during the prospecting process• Develop and employ marketing and business plans• Ensure effective insurance, retirement, and business planning education through an array of service offerings including high-quality insurance, fixed annuities, long-term care insurance, securities, investments, and more• Improve your professional skills and knowledge through the New York Life training curriculum• Secure optional licenses for selling securities and investment products for wealth management and advanced planning Qualifications: Qualities that we look for in our Outside Sales Representatives: • Sales experience preferred – enterprising mindset• Strong communication skills both written and verbal• Desire to help others• Strong business acumen• Perseverance in the face of a challenge• Ability to engage your community and leverage personal networks/contacts Compensation: $80,000+ at Plan About Company: New York Life is a Fortune 100 company with a long history of doing good.
We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Some of our accolades include: 5.3 million LIVES PROTECTED.
Includes all owners of individual life insurance and annuity policies. $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. $4.5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/interactionual Orientation/Gender Identity
and in person - to help guide their RV purchase in our professional sales environment. Responding to leads in a timely fashion, answering questions, providing information and helping guide customers effectively from phone and internet contact to an in-store experience while providing an exceptional customer experience is key.
With your outstanding communication and listening skills, you'll help our customers select their perfect vehicle, negotiate terms to ensure that payment options meet their lifestyles, budgets, and expectations and close the deal. Our Sales associates provide an exceptional customer experience both before and after purchase, driving loyalty by following up to ensure
customer satisfaction and helping transition customers to the Service department to support their ownership experience. WHAT WE HAVE TO OFFER Blue Compass RV based out of Fort Lauderdale is the fastest growing RV Company with more than 100+ RV dealerships across the country!
We staff each dealership with the best people in the business. We are known for the great care we take with customers and associates alike. You are not just an employee with our company, you are family. We invest in our employees with our training and development programs and want to see you advance in your career with us. You want to work for an RV retail company that has a strong moral compass and treats all its
Associates with respect. Come unlock your potential and start a great career.
As a Sales Associate, you'll be responsible for selling new and used RVs at gross profit, and meeting customer satisfaction and volume standards expected by America's Fastest Growing RV Retailer. You'll be empowered with the tools needed to support our customers' needs and realize your earning potential, including a CRM, state-of-the-art equity mining tools to help you uncover sales leads and access to a national inventory of countless new and pre-owned vehicles so you can always find the perfect match for your customer. Unlimited growth opportunities. Many of our sales consultants have grown their careers up to including but not limited to Sales Manager, Finance Manager, and General Manager Our professionally trained Sales Consultants currently earn an average of $7,800/month selling an average of 10 units/month.
Paid training for the first four weeks. This average amount is based off a commissioned pay plan. OUR BENEFITS: Medical, dental, vision, disability, FSAs, and life insurance Paid Time Off and paid holidays 401K Pet Insurance 5-day work week Employee Assistance Program Training and Development Programs Referral Program Legal Coverage Identity Theft Protection And so much more---.
WHAT WE ARE LOOKING FOR: Responsible for meeting and exceeding sales targets Required to train and learn all products available to the customers Ensure all paperwork is correctly gathered for the deal to be processed Provide detailed and accurate product knowledge to customers. Establish and maintain strong relationships with customers while providing outstanding customer service. Follow up to ensure customer satisfaction/repeat business and referrals Work closely with our F&I department WHAT YOU CAN BRING TO THE TABLE: RV Sales experience NOT required Experience in other Automotive Sales or Home Sales a plus Ability to build rapport with customers Excellent communication and follow up skills Positive energy and good work ethic Willing to work weekends APPLY WITH US!
If you are ready for a rewarding career with competitive compensation and benefits, and opportunities to excel and advance, consider joining the Blue Compass RV organization. Be a part of the best customer experience team in the RV industry. apply with us today! Blue Compass RV is an equal opportunity employer and maintains a drug- and alcohol-free workplace. Some positions may require applicants to possess a valid driver's license and have a good driving record.
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monthly closing process, and helping coordinate external audits. The candidate must be analytical, possess financial statement accounting knowledge, and can work in a collaborative and fast-paced environment. A quick learner with a can-do attitude are essential traits for our successful candidate.
DUTIES AND RESPONSIBILITIES: 1. Assist in preparation of accurate and timely monthly financial statements and budgets. 2. Play a vital part in the company's financial management which includes preparing and assisting in reviewing account reconciliations and journal entries. 3. Ability to research & document new accounting issues to ensure compliance with company policy & GAAP. 4. Ability to
mentor and lead staff accountants as it relates to GAAP. 5. Participate and lead process improvement initiatives and meetings. 6. Assist in implementation of internal controls.
7. Create and maintain a Standard Operating Procedure (SOP) manual for accounting policy and regulations, and procedures. 8. Maintains accurate and organized records and ensures that subsidiary and general journal entries are accurately posted in the Mc Leod accounting system. 9. Identify, investigate, and resolve accounting discrepancies and irregularities. 10. Serving as auditor correspondent for external audits. Responsible for gathering from the system or paper file all requested supporting documents for sample
testing and submission of sample documents via email or online web portal.
11. Interacts and communicates with fellow employees, customers, and outside auditors in an accurate, courteous, and professional manner in person, by email, and on a telephone. 12. Partner with leadership on special accounting and finance projects. 13. Cross training and additional duties as assigned. EXPERIENCE AND SKILL REQUIREMENTS: --- Bachelor's degree in accounting or finance. --- Public accounting experience or equivalent experience required. --- Transportation experience is preferred. --- Mc Leod Powerbroker transportation software knowledge is desired. --- 2-5 years of prior Staff/Senior Accountant experience is preferred.
--- Intercompany experience required. --- Fundamental knowledge of GAAP. --- Must have proven ability with MS Office and advanced MS Excel skills. --- Detail-oriented and consistently able to meet deadlines. --- Must have excellent communication and analytical skills. --- Must possess the ability to multitask and work in a fast-paced environment. BUSINESS & LEADERSHIP COMPETENCIES --- Teambuilding skills and the ability to drive change. --- Lead meetings as needed. --- Enjoys working in an open collaborative environment. --- Strong analytical and problem-solving skills.
--- Strong organizational and time management skills. --- High energy, enthusiasm, and a positive attitude to the team. --- Willingness to understand and support change, as it relates to processes, structure, and business modeling. To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential duty and/or function satisfactorily. Reasonable accommodation may be made to help enable qualified individuals with disabilities to perform the essential functions. The company has reviewed this job description to ensure that essential functions and basic duties have been included.
It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the company reserves the right to change this job description and/or assign tasks for the employee to perform, as the company may deem appropriate. PI9f2074c40bc
for local financial statements and IFRS standardsDirect management of general accounting and financial reporting activities including review of all leases, contracts and other financial commitments. Direct management of Treasury activities including cashflow forecasting to make sure Company s liquidity needs are met and that excess cash is used to pay back liabilities of the Company.
Directly responsible to ensure that financial statement values and disclosures are complete and accurate. Lead monthly related presentations of financial statementsDirectly responsible for the monthly and yearly financial closing Qualifications and Requirements: 5+ years experience in leading a team for financial
reporting and accounting activities10+ years experience with in-depth knowledge of accounting principles, U. S GAAP standards and best practices. IFRS knowledge is preferred.
Applicable degree from an accredited College or University is requiredCPA designation preferred. Strong problem-solving skills with sound judgment when making decisions. Advanced Excel and Power Point skills. Experience with ERP systems is preferred UI 736343