ledger entries, financial reporting, payroll processing, benefits administration, expense tracking, and more. This is an excellent opportunity to become an immediate member of this growing firm's leadership team. Responsibilities: Financial Reporting for Corporations, LLCs, and Personal accounts Bi-weekly payroll processing, recording, and distribution Maintenance, reconciliation, and processing of real estate transactions and commissions Monthly tenant billing and assisting with annual CAM reconciliations Financial analysis, projections, and budgeting Controller will liaise with multiple financial institutions and other agencies Conducting payroll audits including workers' compensation, disability,
and paid family leave Assist with tax reporting (year-end and quarterly) Distributing annual tax documents As a Controller, you will file annual real estate compliance documents with multiple agencies Processing quarterly investment distributions to investors
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!
challenging traditional boundaries, seizing opportunities, and being the renowned provider of innovative products and services. Our Mission: Through teamwork, we will increase the profitability and efficiency of our clients to prime while maintaining an environment that fosters unequaled team member growth and success.
Prime - The most flourishing stage or state, reaching perfection Our Values: Absolute honesty and integrity Uphold the highest level of confidentiality and trust Empowered, passionate, heartfelt, caring, and supportive of our clients and teams Teamwork is the source of our strength Change is essential, and we will always embrace it We encourage our family to grow, contribute,
and accomplish Leading the industries we serve through innovation and creativity Consistent, actionable knowledge transfer to those we serve Owning our results and being accountable to ourselves, our team, and our clients We are currently looking for a Bookkeeping Coach to assist our clients with accurate financial reporting within the skilled trades industry.
This role will enable you to contribute to the well-being of a small business, allowing the owner and their team to achieve their professional and personal goals. We offer a generous base salary in addition to bonuses and spiffs, yielding a targeted compensation of $95,000+ per year! The Job Join a team of 30+ coaches! Full training
offered. Proven processes and procedures are built out for you to follow.
Dedicated support staff to assist with scheduling, documentation, and reporting. Teamwork is the source of our strength. The entire team is here to support you. Talk with several team members before you join our team - we are an extended family! A component of this position is traveling to your client's small business for hands-on process improvements within the accounting department. Travel is limited to once per month, 3 - 4 per day on average. You also have the option to extend your stay after an onsite and enjoy the local culture. Travel reward points earned are yours to use personally.
Primary Job Function Delivery of quality coaching using BDR core principles and ideologies to empower our clients to drive profit and growth in their businesses. Examine, analyze, and interpret accounting information to organize that information to enable performance analysis of business segments. Train each client's accounting team to understand what they need to do daily & why it is important; this could include actual assistance with daily data entry or corrections of data already recorded. Recommend process improvements to clients and /or additional training where needed for staff to help reduce the time needed to perform services, increasing internal efficiencies.
Review financial statements for accuracy and completeness. Write clear and concise business processes & procedures & assist clients with proper implementation. Attend client events as directed. Reports to: Sr. Financial Coach Work Hours: 7:00 am to 4:00 pm, Monday through Friday, some weeknights, and some weekends. Overnight travel 1-2 times per month is also required. Location: Remote! Work from your home office, taking 4 client calls per day, offering some flexibility to your daily schedule. Compensation: Base $55,000 - $65,000 DOE + Bonuses and Spiffs (Top Performers earn $100K+) Perks & Benefits Full benefits package: 401k with employer 3% matching; Medical insurance provided with minimal employee contribution (with HRA), Supplemental insurances, EAP, employer-provided life insurance/AD&D, 3.08 hours of accrual of PTO biweekly, 6 paid holidays off, and much more!
Work from your home office, taking 4 client calls per day, offering some flexibility to your daily schedule. Fully cloud-based operations allow easy access to documents. BDR will provide basic office equipment and supplies to set you up for success as a Financial Coach.
We reimburse you for your internet up to $75 per month. Extend your stay after an onsite meeting and enjoy the local culture. Travel reward points earned are yours to use personally. The Qualifications Previous Bookkeeper experience A minimum of 2 years of customer service experience or equivalent education A minimum of 4 years of financial accounting experience or equivalent education A minimum of 2 years of accounting software experience and a complete understanding of the internal workings of accounting software Proficient in various accounting software programs, including Quick Books, Microsoft Outlook, Word, Excel, and Power Point.
Strong communication skills, verbally and in writing Quality phone presence Why work for Us? Named in Seattle Business Magazine for Washington's Best Companies to Work For list for 2022! Our average employee tenure is over 5 years, and we are a great place to work! Our team is truly passionate about helping our clients be successful Caring ownership and management Clear expectations and communication Great place for career advancement with training and support from the team Lots of long-term clients Fun!
Yet professional What are you waiting for? Responsive employer. Apply today! WE ARE A 100% DRUG-FREE EMPLOYER billing, accounting, invoicing, accounts payable, ap, quickbooks, accounts receivable, ar, office assistant, admin
while providing a secure, seamless, and enjoyable payment experience for the end consumers. REPAY offers a comprehensive suite of electronic payment and funding solutions, including debit and credit card processing, ACH processing, Instant Funding, and electronic bill payment systems with full IVR, text, and mobile capabilities.
The scalability of its products allows merchants of all sizes to add an instant arsenal of intelligent payment technology solutions to their businesses without significant development costs or infrastructure investments. ABOUT THE ROLEWe are looking for an experienced Product Marketing Specialist with a background in B2B storytelling to join our Marketing team.
This position will help develop internal and external strategies, collateral, and messaging to support REPAY's product launches and enhancements. We work hard, but we have lots of fun doing it.
If a cool, collaborative, and challenging work environment sounds appealing, you'll fit right in. RESPONSIBILITIES Conduct thorough market research to identify trends, opportunities and challenges; analyze competitor activities and market dynamics to inform product positioning and differentiation Develop and implement go-to-market plans for new product launches, working cross-functionally with product development, sales, and other teams. Define target customer segments and create targeted messaging
to address their specific needs. Craft compelling product narratives and value propositions that resonate with target audiences.
Create relevant external marketing content for consumption through various platforms, including, slicks/one-pagers, email, blogs, webinars, website copy, and videos. Develop case studies and testimonials through both internal and customer interviews. Create and execute industry-specific email campaigns using Hub Spot to existing clients and prospects and work with sales ops team to develop cadence, product spotlights, etc. Provide sales teams with the necessary tools and training to effectively communicate product value propositions to customers.
Develop sales support materials, such as playbooks, sales decks, and FAQs, to address common customer inquiries. Monitor and analyze key performance indicators (KPIs) to backss the effectiveness of marketing strategies. SKILLS & EXPERIENCE NEEDED 5+ years in high-tech, B2B product marketing experience Bachelor's degree in marketing, business or related field Fintech, Payments and/or Financial Services experience strongly preferred Proven experience in product marketing, with a track record of successful product launches. Strong analytical skills and the ability to translate data into actionable insights.
Excellent written and verbal communication skills. Ability to collaborate effectively with cross-functional teams. Creative thinking and a strategic mindset. Prior experience with Hub Spot strongly preferred Ability to work and thrive in a fast-paced, distributed, technology-focused organization Travel up to 10%. WHY JOIN REPAY. BECAUSE CULTURE IS EVERYTHINGGROWTH & PEOPLE-CENTERED LEADERSHIPAs the industry-leading financial technology provider in the Consumer Finance and Business to Business spaces, we continue to set the standard for application development and delivery.
In 2019, REPAY became a public company listed on the Nasdaq Stock Market (RPAY). For the past three consecutive years, we have placed on the ACG® Atlanta Georgia Fast 40, a list recognizing the top 40 fastest-growing middle-market companies in Georgia. REPAY's leadership empowers each team member to make a difference and stretch to their fullest potential. Our dedication to frequent, transparent communication is shown with companywide meetings where our leaders share company vision and encourage employees to ask questions. FUN WORK ENVIRONMENT & GREAT TEAMSWe offer it all: business to casual dress, great snacks & beverages, and open-air collaborative team settings.
REPAY has been certified as a Great Place to Work® company for 2017, 2018, 2019, 2020, 2021, and 2022. The REPAY team is fun, smart, collaborative, and truly enjoys working together. Making a difference in our local communities - we support several philanthropic initiatives every year to give back to our local communities. We are self-driven, motivated professionals who do not require micro-management to ensure we produce high quality and timely work. INNOVATION & EDUCATIONWe create highly sophisticated payment processing applications and are always pushing the boundaries of what is possible.
We are constantly revolutionizing the industry by building on new ideas from clients and employees. We provide the resources necessary to ensure new innovations can develop quickly and with quality. We encourage continuing education, including professional conferences and events. PUTTING OUR PEOPLE FIRSTWe believe our people are the best, and we care immensely about their success. We offer a comprehensive benefits package which includes 100% coverage of employee healthcare premiums and several free benefits, including life insurance, disability insurance, and work-life balance resources.
All benefits go into effect day one. Our employees' futures are important to us, which is why we have a 401(k)-employer match and and an Employee Stock Purchase Plan. REPAY employees are eligible to participate in our Annual Bonus Program. This bonus award reflects excellent performance of individual contributions and goals achieved during the past year. REPAY's core values are Excellence, Passion, Innovation, Respect, and Integrity. REPAY is an Equal Opportunity Employer and we promote a company culture where diversity, equity and inclusion are central.
We are committed to build our teams and grow a company in which employees can succeed, regardless of race, color, national origin, interaction, interactionual orientation, gender identity or expression, transgender status, pregnancy, religion, age (40 and over), disability, service in the uniformed services, protected veteran status, genetic information, or any other classification protected by federal, state or local law. Celebrating our diverse backgrounds, views and beliefs allows us to embrace what makes us unique and continue to innovate and push the boundaries of what is possible.
We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas.
in a team environment, providing input to design solutions and participating in design reviews. May assign, coordinate and review portions of the work to support personnel. Decisions are made within established guidelines and may be reviewed by supervisors. Executes high level applications to more complex problems.
Analyzes assignments and determines engineering specifications which must be fulfilled for complex problems or projects of moderate scope. Produces and/or evaluates possible design solutions to improve cost, quality and performance based on specialized knowledge of engineering applications. This may include possible involvement of other functional engineers, supply management
and/or supplier personnel. Compiles and furnishes necessary information (engineering decisions and reports of pertinent design analyses data) to document the design solution required for building of prototypes and adoption of the design with possible involvement of other functional engineers, supply management and/or supplier personnel.
Provides technical support to marketing, manufacturing, quality, and supply management organizations. Develops and/or executes test or analysis plan for product verification and validation. Applies knowledge of company products, policies, and practices to provide economies through standardization of parts and products. Responsibilities include: Main Function:
Provide: Alternate component evaluation for existing designs.
Verify new component with Design Analysis using Math Cad Simulation of circuits with Pspice or LTspice Create Qualification plans. execute plans. Electrical verification of circuits to requirements and/or current circuit capability. Communication with internal supply management and external component suppliers. Support New product development. This is a Full Time, Contract opportunity. Shift: 1st Shift Duration: 12 Months Location: Fargo NDPay Rate: $45- $48 per hour. Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc.
Qualified candidates should APPLY NOW for immediate consideration! Please hit APPLY to provide the required information, and we will be back in touch as soon as possible. Benefits: Volt offers benefits (based on eligibility) that include the following: health, dental, vision, term life, short term disability, AD&D, 401(k), Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP). Volt is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Volt is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, interaction, age, physical or mental disability, veteran status, marital status, domestic partner status, interactionual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates.
If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please click here or call (866) -898-xyz X.
Please indicate the specifics of the assistance needed. Volt does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U. S. C. § 1324b. The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws. Volt is acting as an Employment Agency in relation to this vacancy.
Cybersecurity, Data & Advanced Analytics, and Agile Transformation Services. ALTA IT Services is seeking a Sr. Budget Analyst for a remote contract. Candidates should be highly analytical and come from a financial services background. Budget Analyst 100% Remote Contract Description: Requirements --- Must have extensive IT Budgeting experience and/or Financial Analysis, preferably supporting a large financial institution --- Accounting background, experience with tools like People Soft Financials desired --- This is not just a processor role, but rather an analytical role, analyzing budgets and making recommendations --- Analyze how and where groups are allocating their money --- Develop organizational
budgets with management --- Desire financial services/banking experience --- Review proposals for completeness, accuracy and compliance with company and industry standards --- Prepare reports and estimate future financial needs --- Defend budget recommendations with data and evidence based analysis, Responsibilities: ---Cost Variance ---Region Cost Variance ---Service Cost Variance ---Cost Center Cost Variance --- Budget Alignment ---Prioritization of Initiatives ---Process and Procedures ---Funding Requests ---Budget-Annual Financial Plan (AFP) Process ---AFP Execution
of financial advisors-those with a passion for people and drive to make clients' financial lives better. You'll advise and guide clients on how to achieve their financial goals. Additionally, you'll be equipped with the expertise to support them with personal investing tools and resources.
During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment
recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP).
From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act
requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.
Your position requires SAFE Act registration and you'll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority--- solutions, through Bank of America and Merrill to meet their financial needs. As a Merrill FSA, you can look forward to A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
Marketing strategies to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. Potential Opportunities for professional growth. Leadership opportunities, including leading client and conference seminars. We're a culture that Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers.
Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. Is committed to advancing our tools, technology and ways of working.
We always put our clients first to meet their evolving needs. Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. Required skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Is a self-starter who efficiently manages time and capacity. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging all clients. Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. Likes to learn, adapts to new information and seeks the right solutions for clients. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired skills: Proven ability to partner and promote lead generation. Experience balancing investment management, sales activities and new client development. Strong computer skills and the ability to multitask in a demanding environment. A bachelor's degree, preferably in business-related field. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained insurance licenses. ADPJOBShift:1st shift (United States of America)Hours Per Week: 40
Process A/P Invoices Process Approved Payables Process Utility Bills for multiple properties As a Controller, you will manage payrolls Assist team and outside firms with Audit Compliance Tax Return preparation Assist with annual 1099 preparation Manage insurance Budgeting Preparation of management financial statements Controller will maintain subsidiary schedules Treasury
Global Partners has been delivering the energy, products, and services that make life better. Weve also successfully developed community integrated convenience stores where we are transforming the customer experience and rethinking what it means to lead as an adaptive energy distribution company.
This is a source of pride and frankly we dont plan on stopping. With our recent game changers such as , ongoing convenience store and terminals acquisitions, and , we are looking to continue responsible and innovative growth. From design, supply, and tech were looking for people to contribute to our companys direction. Global Partners is a great opportunity for those looking to develop their
career with a longstanding company motivated by whats next. The Types of Energy You Bring You possess excellent written, verbal, communication, and interpersonal skills.
You pay attention to detail and stay organized. You consistently meet deadlines and are results-oriented. You effectively communicate with all levels of employees in an organization or its external partners to maximize performance. You are hands-on and enjoy working independently. You are flexible and willing to perform other tasks as assigned. You are proactive and enthusiastic about your work. Gauges of Responsibility Participate in monthly, quarterly and annual closing process by: Reconciling physical volumes reported
at the terminal against the systems of record Reconciling exchange differentials against counterparty statements and contractual agreements Preparing third-party throughput statements and associated charges Processing adjustments within the systems of record to maintain accurate inventory balances Proactively research and resolve variances with the appropriate stakeholders as they arise Gain and maintain knowledge of accounting systems, policies and procedures Develop and document business processes to maintain and strengthen internal controls Assist with internal and external auditors and coordinate the preparation of supplementary schedules during quarterly reviews and annual audit.
Perform other ad-hoc accounting, financial, or administrative tasks as needed by the request of Accounting Manager, Assistant Controller and Controller Collaborate with various groups outside department to support business goals providing ad-hoc and/or analytic requests Fuel for You Coins!We offer competitive salaries and opportunities for growth. We mean it! We have an amazing Talent Development Team who create trainings for growth and job development. Health + Wellness? - Medical, Dental, Visions and Life Insurance. Along with additional wellness support. The Road Ahead?
We offer 401k and we match it! Professional Development? - We provide tuition reimbursement; this benefit is offered after 6 months of service. Give Back! We believe in community support. We know everyone gives in their own way, thats why we offer paid volunteer time-off to you to help an organization of your choice The GPS of our Interview Process? First thing first, if youre interested in the role, please apply. A talent acquisition team member will review your resume in partnership with the hiring manager. If your experience would lend to this opportunity a recruiter will contact you to schedule interviews.
We conduct in-person (ZOOM) interviews and provide additional hiring information items needed at that time.Qualifications Bachelors degree in Accounting or related field 3 years or more of experience in an accounting role Strong understanding of accounting theory Must be proficient in Microsoft Excel Experience with Right Angle Ability to efficiently learn and utilize new software applications Research shows that many, especially women and marginalized people, are hesitant to apply for job if they dont check every box. If you are excited about this position, and think you could have an impact here, please apply anyway, even if you dont meet every point on the job description.
Wed love to hear from you.? Global is committed to attracting, developing and retaining a highly qualified, diverse and dedicated work force and maintains a zero-tolerance policy with respect to discrimination in its workplace. We consider applications for all positions without regard to age, ancestry, race, gender, color, religion or creed, marital status, national origin, citizenship, disability, military or veteran status, interactionual orientation, gender identity and expression, genetic predisposition or carrier status, status as a victim or witness of domestic violence, interaction offenses or stalking, prior record of arrest or conviction, unemployment status or any other classification or status protected by applicable state, local or federal law.
If you have a disability and need an accommodation to apply, please contact our recruiting department at 781-891-xyz X.
or electronic transfers; calculating and producing quarterly incentive bonuses. Balances payroll accounts by auditing information; identifying and resolving discrepancies; initiating journal entries. Determines payroll liabilities by entering federal and state income and social security tax information, 401k transfer and direct deposits, wage assignments and garnishments.
Fulfills wage garnishment requirements by completing forms; adjusting payroll records, documenting and transmitting withholdings; negotiating with collection agencies to convert garnishments to wage assignments. Purchases savings bonds by maintaining deduction records; completing forms; coordinating renewable limits
register; initiating deductions; ordering bonds; recording purchases. Maintains life insurance by updating calculations; preparing check requests; initiating disbursements.
Remits tax payments by collecting and verifying data; preparing federal, state, and local tax reports, and w2 statements; initiating payment. Updates job knowledge by participating in educational opportunities; reading regulations and professional publications. Accomplishes accounting and organization mission by completing related results as needed. Skills/Qualifications: Tax, Compensation and Wage Structure, Worker Compensation, Benefits Administration, Employment Law, Analyzing Information , Attention to Detail, Confidentiality, Thoroughness, Verbal Communication
reconcile discrepancies, and respond to inquiries in a professional manner. This is an incredible opportunity to join an established company and provide a great service to customers while earning a competitive salary. Responsibilities: • Verify invoices for accuracy and completeness.
• Process supplier invoices and credit notes. • Reconcile supplier and purchase orders. • Liaise with suppliers to resolve discrepancies. • Ensure compliance with company policies and procedures regarding accounts payable. Qualifications: • US Citizenship/Work Authorization. • Minimum of 2 years of accounting experience. • Detail-oriented skills demonstrated through an backssment. • Microsoft Office skills
demonstrated through an backssment. • Excellent verbal and written communication skills. Compensation: $16.50 - $18 hourly About Company: We are looking for great people to join a team and be self-motivated, accountable, and dependable.
leadership. Accuracy level and customer service scores must be consistently > 90% with the understanding that should their scores dip, an action plan up to and including demotion may occur. The employee must adhere to all employee codes of conduct to ensure their actions are consistent with the mission of CHRISTUS Health System as we continue to extend the Healing Ministry of Jesus Christ.
This position follows departmental productivity and quality control measures as set forth by management. Requirements: Education/Skills High school diploma or equivalent Some knowledge of managed care Excellent interpersonal and communication skills and good math knowledge essential Experience with
PCs, Excel, Word Processor and email Comfortable using a computer10 key, general office machinery Self-motivated and self-directed, dependable, strong organizational and prioritization skills, excellent customer service skills, and strong problem-solving skills.
Preferred at hire: Knowledge of health insurance and managed care concepts and requirements. Associates in Medical Office Management, business or accounting. Experience Knowledge of basic accounting principles1-2 years' experience in a medical office environment Preferred at hire: Strong accounting/bookkeeping or banking background3-4 years' experience in a medical office environment Must obtain: Expertise and knowledge of health
insurance verification and precertification. Broad and thorough knowledge of Third Party Payer Issues Certifications None required Preferred at hire: Coding experience, medical office management certificate Work Type: Full Time EEO is the law - click below for more information: - www.
eeoc. gov/sites/default/files/2023-06/22-088_EEOC_Know Your Rights6.12Screen Rdr. pdf We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at (844) 257-xyz X.
love to connect 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
a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. -The Opportunity: -As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible.
With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance
and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.
-The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Rely on our sales team to gradually build your roster of high-net-worth clients within
the first year Your Qualifications: 2+ years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience A thoughtful consultative approach with an emphasis on client focus Compensation: $75,000 - $125,000 base salary per year in the state of WA.
New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: -We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays (17 days of PTO and 3 days of sick time for California employees) Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
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