have an exciting opportunity for you as a Senior Tax Manager on our growing team! Work you'll do As a Senior Tax Manager, you will utilize your prior experience to provide tax compliance and consulting services to investment management clients. You will assist clients with effective analysis, solution development, and implementation of clients' tax objectives.
You will develop client relationships by delivering tax consulting services to the client, engaging specialists as necessary. Responsibilities will include: Performing high-level reviews of tax research, partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting
projects related to tax planning opportunities and the tax implications of various transactions to the funds. Training, mentoring, and supervising Tax Consultants, Tax Seniors, and Tax Managers, and being heavily involved in the recruitment process.
Being the lead client contact on engagements and the billing and profitability analysis of engagements, in addition to being heavily involved in marketplace eminence building and pursuits. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and
the changing demands of their customers. Our cross-functional industry group is comprised of more than 2,800 partners, managers and staff, providing a spectrum of assurance and advisory, tax, enterprise risk, regulatory and consulting services to a broad range of Investment Management companies.
Our clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers. Qualifications Required Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week 8+ years' total corporate or international tax experience A bachelor's degree in accounting, finance or related field One of the following accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA If not CPA eligible: Licensed Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner (CFP) Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred Advanced degree such as Masters of Tax, JD, and/or LLM Previous Big 4 or large CPA firm experience Experience with US clients and a basic understanding of US tax Demonstrated effective verbal and written communication skills Demonstrated research skills Self-starter and demonstrated ability to effectively handle multiple, competing priorities Demonstrated management experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $114,490 to $272,090. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively.
It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture. Our purpose Deloitte's purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day.
It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Learn more about Deloitte's purpose, commitments, and impact. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.
of claims processed. The Claims Auditor is responsible for auditing and confirming accuracy of the loading of fee schedules, provider contracts, payor contracts, benefits, code changes, and system enhancements. Essential Functions: · Conducts pre and post payment adjudication audits of claims and may adjudicate high dollar claims and member denials · Meet key metrics on productivity, financial accuracy, and regulatory compliance · Confirm patient eligibility and application of Coordination of Benefits guidelines by partnering with the Enrollment and Eligibility team · Review member benefits, contract terms with medical providers, utilizes various fee schedules and payment terms (FFS, case rates,
exclusions, carve-outs, capitation, per diems, stop loss, etc.
) and health plans/Division of Financial Responsibility, timely filing, and regulatory compliance guidelines durin the audit process · Identify root cause in order to avoid or minimize re-work and address front-end process issues by initiating requests for system correction, process flow enhancement, or team training · Completes and maintains detailed documentation of audit including citing regulatory, industry, or department guidelines for financial reporting and trending analysis · Identifies overpayments and coordinates with Revenue Recovery team for refund and recoupment process · Audit and confirm accuracy of loading
of fee schedules, provider contracts, payor contracts, benefits, code changes, and system enhancements.
· Analyze health plan capitation deductions and demands and coordinate with Hoag Managed Care, Hoag Finance, and health plan contacts to dispute and resolve issues · Review overpayment requests from claim audits, refunds received (voluntary and involuntary), eligibility guarantee, retro eligibility terminations, and facilitate the resolution, collection, recoupment, and posting of monies collected. · Interact in a positive and collaborative manner with internal and external partners. Alert the claims management team of issues and trends observed in the audit process.
· Resolve requests from providers, patients, and health plans on claims questions · Support the claims team in implementing initiatives in improving claims processing efficiency · Specialize in the end-to-end process of claims adjudication to include having strong knowledge of processing all service types, provider types, and lines of business · Assist in resolving escalated issues from provider customer service, member services, health plan, and other customers including making and answering phone calls to providers/billing offices when necessary based on team guidelines · Assist in completing special projects related to provider and plan JOCs, system upgrades, etc.
· Mentor on the team that leads aspects of training function · Subject matter expert in a variety of knowledge sets and process improvement activities · Perform other duties as assigned Education, Training and Experience: Required : High School Diploma or equivalent, 5 years of experience in a medical claims processing, environment, knowledge of HMO/managed care regulatory guidelines Preferred : Experience with Epic Tapestry system, 3 years experience in claim audits, revenue recovery, or claims system configuration
customer service by exemplifying World-Class service standards Achieve established sales and contest goals Maintain knowledge of current sales and promotions Assist customers with special services including: gift wrap, gift registry, locating merchandise, catalog orders, special orders, back orders, charge sends, courier deliveries, and furniture orders Utilize effective selling techniques to build multiple sales and increase productivity Demonstrate comprehensive product knowledge, including features and benefits Efficiently and accurately perform register transactions i.
e. sales, returns, and exchanges Assist in implementation and maintenance of visual merchandise presentation, signage
and lighting Uphold store maintenance and cleanliness standards straighten, clean and help maintain stockroom as needed Process, ticket, and restock merchandise as needed Perform other duties as assigned by management Comply with all Company policies and procedures Why you will love working at Williams-Sonoma, Inc.
We're a successful, fast-growing company with an entrepreneurial vibe A technologically and data-driven business Competitive salaries and comprehensive health benefits We're at the forefront of tech and retail, redefining technology for the next generation We're passionate about our internal and external clients and live/breathe the client experience We get to be creative daily
A smart, experienced leadership team that wants to do it right and is open to new ideas We believe in autonomy and reward taking initiative We have fun!
We're excited about you because.Love to sell, can articulate a proven ability to exceed selling goals & most importantly can close a sale Succeed in a team environment, while able to work independently & manage your own time Thrive in an entrepreneurial environment & are constantly looking for ways to think outside-the-box Know what questions to ask your customers in order to understand their personal cooking style & needs Enjoy discovering the customer's style, lifestyle & story to connect them to the right products Most successful when provided with clearly defined daily sales goals & metrics High school diploma or equivalent preferred1-2 years customer service experience and retail sales experience (specialty retail preferred, but not required)Proven ability to prioritize and handle multiple tasks simultaneously Ability to be mobile on the sales floor for extended periods of time, operate POS system and lift and mobilize medium to large items, (up to 75 lbs.
) while utilizing appropriate equipment and safety techniques Full time associates are expected to have open availability to meet the needs of the business Part-Time Flex associates must be available to work a minimum of two regularly scheduled shifts on the weekend (Friday, Saturday and/or Sunday) and two during the week (Monday to Thursday).
For an associate to be scheduled 20 hours or more weekly, greater availability (beyond the minimum required above) that meets the needs of the business will be required. Weekend availability cannot fall on the same day; an associate must be available on two separate days (Friday and Saturday, Friday and Sunday or Saturday and Sunday). Physical Requirements: Ability to be mobile on the sales floor for extended periods of time.
Ability to operate POS system. Ability to lift and mobilize medium to large items, up to 75 pounds, while utilizing appropriate equipment and safety techniques Benefits Just for You This role offers a competitive compensation package including pay and benefits. Pay is based on several factors including but not limited to education, work experience, certifications, geographic location etc. The anticipated pay range for this role will be: $16.00 - $17.00 per hour. Depending on your position and your location, here are a few highlights of what you might be eligible for: A generous discount on all Williams-Sonoma, Inc.
brands A 401(k) plan and other investment opportunities A wellness program that supports your physical, financial and emotional health Paid vacations and holidays (full-time)Health benefits, dental and vision insurance, including same-interaction domestic partner benefits (full-time) WSI will not now or in the future commence an immigration case or " sponsor" an individual for this position (for example, H-1B or other employment-based immigration This role is not eligible for relocation assistance. FOR SF ONLY: Williams-Sonoma, Inc.
is an Equal Opportunity Employer. Williams-Sonoma, Inc. will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance, or other applicable state or local laws and ordinances. For more details: jobs-search. org/finance_costa-mesa-c426393/sales-associate-holiday-seasonal-south-coast-plaza-pb-teen-costa-mesa_i1950797500
Receivable. Manages staff of Accounting Analysts I & II, Self-Pay Collector, and Accounts Payable. Ensures integrity of the financial statements which are critical to the organization. Coordinates and facilitates audits of financial statements and other statutory reporting.
Identifies staff training needs and works with the accounting team and IT department to ensure educational tools are available to the staff. Develops and mentors staff, monitors job performance and offers feedback and assistance when needed. Monitors departmental policies and procedures on an ongoing basis. Offers suggestions to improve efficiency and accuracy in all accounting functions. Responsibilities: Oversee
accounting operations with high complexity Often supported by a director level leader (high independence / ownership required) Coordinate, develop, review and implement accounting policies and procedures for their responsible areas Lead project planning & implementation efforts related to their responsible areas Oversee the month-end closing process for their responsible areas to ensure accurate and timely financial statements.
Heavy involvement in strategic planning efforts of the department, especially relating to their responsible areas Supervise a moderate size team of accountants consisting of senior level and potentially leadership level members Education and Experience: Bachelor's
degree in Accounting or related field CPA certification preferred Minimum of 7-10 years of accounting experience, with at least 3 years of management experience In-depth knowledge of GAAP Expertise in advanced accounting software Strong leadership and strategic planning skills Excellent communication and team building skills Certified Public Accountant (CPA) preferred