Financial advisor - tiverton, ri

to endless possibilities. Our growing business is searching for service-minded individuals looking for a place to build and grow, excel, and truly make a difference. So, if you want to be challenged in an exciting and fast-paced environment, this is the place for you!

The Role: Responsible for the Financial and Casino Accounting functions while maintaining compliance with all applicable laws, regulations, policies, and procedures. Responsibilities: Manage the Accounting function, including P&L review and forecasting Prepare financial and capital budgets annually Ensure that financial records are accurate and maintained up to date Review all monthly and weekly P&L estimates Review all

wire payments Responsible for accurate preparation and distribution of monthly, quarterly, and annual financial statements for each property Responsible for review of all sub-ledger and journal entry preparation of any special reports Coordinate monthly financial analysis Responsible for ensuring proper capital expenditure approval and for cost tracking and reporting and disposition of assets Responsible for budgetary and scheduling objectives, ensures they are met regarding property project design and construction Ensure that construction reporting meets accounting management needs and that items are accounted for Interacts with Information Technology to ensure that financial systems operate

at maximum efficiency Maintains effective working relationships with both internal and external contacts Lead an organization with methods and actions that are ethical and in full compliance with all applicable laws, regulations, and Company policies.

Identify compliance risks and take actions necessary to eliminate or minimize risks. Champion, within the organization, a commitment to honesty, integrity, and responsible corporate behavior. Create a compliance culture within the organization and foster an environment where employees feel comfortable reporting potential violations or misconduct. Qualifications: Broad knowledge of hotel internal and accounting controls, policies and procedures and regulatory requirements Thorough understanding of profit and loss statements and budgetary procedures Strong communication and supervisory skills Strong analytical and organizational skills Proven ability to direct and motivate employees Ability to uphold and demonstrate the highest level of integrity in all situations and recognize standards required by a regulated business What's in it for you: Competitive Salary with annual performance reviews Comprehensive health coverage plan that includes medical, dental, and vision 401(K)/ Company Match Employee Stock Purchase Plan Access Perks and Childcare discounts Target Salary Range: ($124,300 - $155,375) Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.

Duties, responsibilities, and activities may change at any time with or without notice. Qualifications Education Required Bachelors Experience Preferred Accounting and financial analysis experience in a management capacity. Licenses & Certifications Preferred Cert. Public Accountant #J-18808-Ljbffr

accounting entries. Provide reports to other team members for direct support of clients. The -Senior Accountant support Managing Directors with preparation of client Power Point presentations on an annual/semi-annual basis (gather data, prepare, review, present).

Responsibilities of the Senior Accountant: Accumulate accounting and tax information, analyze, and provide to outside CPAs for complete timely tax return preparation Review tax returns prepared by outside CPA firms including partnerships, trusts, individual, and non-profit tax returns Prepare tax projections for quarterly estimated tax payments for individuals and trusts. Use resulting data in financial reporting including cash

flow analysis and cash management Ensure internal accounting records reconcile with investment managers statements and K1s Project management - work with Directors/Managing Directors analyzing financial projects, related to insurance, home building, line of credit management, alternative asset funding First point of contact for outside CPA firms and client related contacts Qualifications for the Senior Accountant: 3+ years, ideally working in public accounting Experience with accounting software (e.

g. Quick Books or Agilink etc. ), BNA tax planning a plus Microsoft Excel required Experience with Microsoft Teams and Salesforce a plus Hight Net Worth family experience would be great but

not required Education Requirements: Bachelor's degree in accounting is required Master's degree is preferred Benefits: Comprehensive medical as well as dental and vision coverage Flexible spending Flexible PTO Employee life insurance 401(k) plan and more As a woman-owned firm, we value diversity.

We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, interaction (including gender, pregnancy, interactionual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please to request an accommodation. EOE/M/F/D/V/SO Position ID: 134316

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

accounting process. The position reports to the Controller and works closely with the Assistant Controller as well as administrative, purchasing and engineering team members. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The general expectations will include, but not be limited to the following: Assist in monitoring open receivables and following up on past due amounts. Provide customers with appropriate paperwork and follow up as necessary Distribute paperwork to/from vendors for setup approval in accounting system Match purchase orders and packing slips to invoices and code for approval with correct

general ledger account number; work with other departments to resolve discrepancies and/or open items Detailed and accurate input of approved accounts payable invoices into accounting system Review payable aging reports on a weekly basis Reconcile vendor and credit card statements, research and correct discrepancies or unusual activity Review all accounts payable invoices for appropriate documentation and approval prior to payment Maintain vendor certificate and compliance records Review, analyze and reconcile subsidiary ledgers and reports on a daily, weekly or monthly basis as applicable Review, analyze, investigate and correct accounting entries and discrepancies as needed Assist with external

audits as necessary Assist with budget preparation, review and comparison Audit job accounts to ensure accurate postings and correct where necessary Maintain labor hour files and update as required Review purchase order accuracy and monitor exposure/reporting of open items Prepare/compile historical reports, records and/or information as necessary Assist with communication and other materials as necessary Performs special projects and other responsibilities as assigned Supervisory Responsibility This position does or does not have supervisory responsibility Work Environment This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and projectors.

This position requires time spent on the shop floor and exposure to shop elements including noise, moving parts, dust and fumes. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee may be required to climb stairs, sit or stand for extended periods of time, and lift up to 15lbs. Position Type & Expected Work Hours This is a full-time hourly position, Monday through Friday, 7:00 a.

m. -3:30p. m. This position may require longer hours and weekend work. This position is expected to be on-premises daily, this is not a remote job. Travel No travel is expected for this position. Required Education and Experience Bachelor's Degree in a related field Minimum 5 years of experience Excellent computer and organizational skills Strong analytical skills and ability to accurately process numerical data Ability to multi-task, work under pressure, and meet deadlines required with minimal supervision Excellent oral and written communication skills; detail-oriented Must be a team player with a professional demeanor, good interpersonal and organizational skills.

Able to protect confidential information Passionate and enthusiastic Regular and reliable attendance Ability to analyze problems, develop and recommend solutions, and resolve issues Excellent time management and prioritization skills. Preferred Education & Experience Knowledge of Quick Books, ERP/SAP systems Proficiency with Microsoft Office Advanced Microsoft Excel knowledge 5 years of accounts payable and basic bookkeeping experience Other Duties Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job.

Activities, duties, and responsibilities may change at any time with or without notice.

to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

Join us! Job Description: This role is responsible for the daily management of a financial center and its employees. This role operates as a business owner and is responsible for fostering a team environment, instilling an effective client-centric and risk culture in the center, and demonstrating that we are here collectively to help customers achieve their financial goals.

The financial center manager holds a critical role, ensuring operational excellence and cohesive effectiveness. A Financial Center Manager (responsibilities): --- Develops talent, including proactive sourcing of candidates--- Manages client traffic, engaging and appropriately routing clients and fostering client retention---

Manages business results through formalized management routines and coaching--- Creates a world class client experience environment--- Manages market-level initiative prescribed by market leaders--- Drives operational excellence by engaging employees on business strategy--- Manages organizational priorities and effective execution This position may also have responsibilities for managing associates.

At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Managerial Responsibilities: --- Diversity & Inclusion: Model an inclusive environment for employees and clients, aligned to company D&I goals.

--- Manager of Process & Data: Demonstrate deep process knowledge, operational excellence and innovation through a focus on simplicity, data-based decision making and continuous improvement. --- Enterprise Advocate: Communicate enterprise decisions, purpose and results, and connect to team strategy, priorities and contributions. --- Risk Manager: Ensure proper risk discipline, controls and culture are in place to identify, escalate and debate issues. --- People Manager & Coach: Provide inspection, coaching and feedback to motivate, differentiate and improve performance.

--- Financial Steward: Actively manage expenses and budgets in alignment with objectives, making sound financial decisions. --- Enterprise Talent Leader: backss talent and build bench strength for roles across the organization. --- Driver of Business Outcomes: Deliver results by effectively prioritizing, inspecting and appropriately delegating team work. Required Skills: --- 1+ years leadership experience demonstrated through one or a combination of the following: coaching, training, or motivating a diverse work team --- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

--- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. --- Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed. --- Communicates effectively and confidently, and is comfortable engaging all clients. --- Has the ability to learn and adapt to new information and technology platforms.

--- Applies strong critical thinking and problem-solving skills to meet clients' needs. --- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. --- Efficiently manages your time and capacity. --- Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment. --- Can interpret performance results, find opportunities to drive success and hold others accountable to results. --- Can be flexible to work weekends and/or extended hours as needed.

Desired skills: --- 1+ years management experience including hiring, coaching, and developing direct reports--- Experience in financial services and knowledge of financial services industry, products and solutions. --- Experience working in an environment with individual and team goals where goals were routinely met or exceeded. Bilingual skills. Skills Used in this Role: --- Coaching--- Customer Focus--- Decision Making--- Establishing Trust--- Influencing--- Learning Agility--- Demonstrating Technology--- Overcoming Objections--- Performance Management--- Risk Management--- Time Management--- Sales Management--- Consumer Products and Solutions--- Cash Management--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40

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!