Spring 2024 Financial Representative Intern Dallas TX

Detailed Information

LISTED SITE
  • Location: Dallas, TX

  • Company: Northwestern Mutual

and the support of a Fortune 100 company. You will have the opportunity to build your confidence, develop a professional network, and change people's lives by helping them achieve financial freedom. Here, hard work pays off! Our internship program mimics our full-time Financial Representative role, allowing you to: Build your client base through prospecting and networking Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to planning software platforms Get licensed with your Life, Accident, and Health insurance license Participate in weekly coaching, training, and development meetings As a Northwestern Mutual

intern, you can expect a flexible schedule to work around life and your classes.

With our year-round program, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP -.

Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible interns have an opportunity to interview for a full-time Financial Representative role upon graduation. Qualifications: Are you a fit for this internship?

Full-time student; juniors and seniors preferred Entrepreneurial and curiosity for sales Coachable, Driven, and Hard-working Excellent time-management skills Interest in financial literacy and planning tools Business savvy Compensation: Compensation Commissions Development Stipends Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) Benefits: Yes Skills required: Desired skills --- Enjoys building new relationships and rapport with prospective clients --- Productive in a collaborative environment --- A desire for continuous learning --- Entrepreneurial spirit --- Proficient oral and written communication skills

Accounting / Finance in Dallas, TX

POPULAR
Assurance Signing Director - Retail
1
Assurance Signing Director - Retail
Dallas, TX
Jan 03, 2024

industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.

Even with more than 8,500 people, 130 U. S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

Our Perks: Flexible PTO (designed to offer flexible time away for you! ) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here CLA is seeking an Assurance Signing Directorto focus on our Retail practice

for our Dallas, TXoffice. How you'll create opportunities in the role: Assume full responsibility for all client services for clients in book of business. Review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees.

Review and approve work papers and audit programs prepared by staff. Periodically review engagement progress to determine whether all phases of the engagement are being carried out properly. Review and sign management letters and other client deliverables. Review time budgets and deadlines, provide ongoing attention to client's management, and attend final client meetings. Demonstrate commitment to the firm through

a willingness to devote time to the practice. Cultivate an understanding of the firm's resources and when to involve other firm professionals.

Maintain steady contact with clients throughout the business year, acquiring thorough knowledge of clients and all facets of their business to effectively attend to the client's needs and to expand services as applicable. Communicate with managers and staff regarding engagement status, client problems, findings, and recommendations. What you will need: Bachelor's or Master's degree in Accounting or related field. Current CPA licensure required. 8+ years of public accounting experience with emphasis in financial statement preparation, audits, reviews, and compilations.

Ability to travel to client sites#LI-CD1 Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities. - Click here to learn about your hiring rights. Wellness at CLATo support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here. Similar Jobs (1) Director of HR Consulting & Outsourcing locations 3 Locations time type Full time posted on Posted 11 Days Ago Start your inspired career When you join CLA, you'll have the opportunity to design your own inspired career.

Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It's not so much about climbing a ladder or acquiring new titles - it's the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With more than 7,500 people, 121 U. S. locations, and a global vision, we promise to know you and help you. For more information visit . Investment advisory services are offered through Clifton Larson Allen Wealth Advisors, LLC, an SEC-registered investment advisor. -Wellness at CLAWellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being.

Click here to learn more about CLA's benefit offerings. CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law. - Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact - xyz X@ - #J-18808-Ljbffr

POPULAR
Veterans Preferred - Senior Accountant
1
Veterans Preferred - Senior Accountant
Dallas, TX
Jan 03, 2024

and Singapore and a corporate presence in major markets worldwide. We create transformative ideas and outcomes for our clients through an integrated offer of communications, experience, commerce, and technology. WPP and our award-winning agencies work with most of the world's biggest companies and organisations - from Ford, Unilever and P&G to Google, HSBC, and the UN.

Our clients include 61 of the FTSE 100, 317 of the Fortune Global 500, all 30 of the Dow Jones 30 and 62 of the NASDAQ 100. WPP are the leader in the Bloomberg Gender Equality Index and 8th in the FTSE 100 rankings for Women on Boards. Why we're hiring: The Accounting & Finance, Lead is responsible for day-to-day finance

operations of the SSC; leading accurate and timely financial reporting; maintaining a framework of robust and efficient control processes; and closely partnering with the SSC Managing Director to develop budgets and forecasts.

The successful candidate will be a reliable source of expertise with a helpful and calm approach to manage daily challenges and queries. What you'll be doing: Ensure accurate and timely reporting of the SSCs' month-end P&L and balance sheet in accordance with IFRS and WPP reporting requirements Own the SSCs' day-to-day transactional accounting processes Assist with internal and external Audits wherever needed Monitor actual performance against budgets and forecasts,

providing summaries of variances Manage all elements of the SSC's balance sheet with all accounts reconciled monthly Manage cost control within the SSC, identifying areas of potential cost reduction Ensure processes are effective and efficient, and all relevant requirements of WPP's internal control framework and policy book are being met Produce KPI reports for local and international management Billing WPP operating companies for work performed by the SSC Work with the SSC Managing Director to prepare annual budgets and quarterly forecasts Manage local tax reporting requirements Manage, support and develop more junior members of the team to improve staff knowledge and experience Provide any ad-hoc reporting requested by local or international management What you'll need: Part qualified accountant or equivalent (eg CPA, ACCA) Professionalism and pride in accuracy and on-time delivery Knowledge of IFRS reporting standards Ability to interpret, manipulate and present data in a logical manner Self-starter with ability to prioritize effectively Confidence in building relationships both internally and externally.

Who you are: You're open : We are inclusive and collaborative; we encourage the free exchange of ideas; we respect and celebrate diverse views.

We are open-minded: to new ideas, new partnerships, new ways of working. You're optimistic : We believe in the power of creativity, technology and talent to create brighter futures or our people, our clients and our communities. We approach all that we do with confidence: to try the new and to seek the unexpected. You're extraordinary: we are stronger together: through collaboration we achieve the amazing. We are creative leaders and pioneers of our industry; we deliver extraordinary every day. What we'll give you: Passionate, driven people - We champion a culture of people that do extraordinary work.

Scale and opportunity - We offer the opportunity to create, influence and deliver projects at a scale that is unparalleled in the industry. Challenging and stimulating work - Unique work and the opportunity to join a group of creative problem solvers. Are you up for the challenge? #LI-MR1 and #LI-Hybrid WPP is an equal opportunity employer and considers applicants for all positions without regard to race, color, religion or belief, interaction, age, national origin, citizenship status, marital status, military/veteran status, genetic information, interactionual orientation, gender identity, physical or mental disability.

We believe in creating a dynamic work environment that values diversity and inclusion and strives to recruit a diverse slate of candidates to help us achieve that goal. Please read our Privacy Notice for more information on how we process the information you provide.

POPULAR
Financial Representative - Entry Level
1
Financial Representative - Entry Level
Dallas, TX
Jan 02, 2024

today. We are now a leading provider of financial products to middle‐income families. Our ideal candidate for this role a individual with an entrepreneurial mindset, open to new opportunities, and passionate about helping others reach their financial goals.

Qualifications Strong communicator, Hight character, and leadership skills. Self-disciplined, and Hard working Must be 18 or older (Federal Requirement). Must pass a background check. NO DEGREE NEEDED! Experience in sales, marketing, and business are preferred but not required. What We Offer A Fun and Friendly, Competitive Culture Casual and 100% Remote Training and cultivating skills to Succeed Marketing and Business tools Pre-licensing

study material The Company PAYS FOR the Training and Licensing in Life Insurance, Securities, and Mortgages Our Office is Expanding Quickly and we are looking for motivated individuals who prefer, or require a flexible schedule, want to work from home, and want to make the money THEY DESERVE for the time they put in!

This role is commission/bonus based, and massive potential for growth within the company. Because of the excellent way the corporate structure is designed, if you put the work in, your paycheck will reflect that and payout accordingly. Powered by Jazz HR

POPULAR
Inbound Toll Collections Processing Agent
1
Inbound Toll Collections Processing Agent
Dallas, TX
Jan 02, 2024

Required, On-site Interview POSITION OVERVIEW: #INBOUND CALL CENTER REPRESENTATIVE SUPPORTING TOLLING OPERATIONSWe are looking for Customer Service Representatives to support inbound customer service.

In this role, you will handle inbound inquiries, troubleshoot customer disputes, process payments, and assist callers with process related inquiries professionally.

This is an entry-level position that offers on the job paid training. Compensation is commensurate with experience and while prior contact center experience isnt required, experience in customer service, tech support, inside sales or back-office support is a plus. Candidates should be highly reliable, have great communication

skills and be willing to constantly learn on the job. --------------: POSITION RESPONSIBILITIES: WHAT DOES SOMEONE IN THIS ROLE ACTUALLY DO? This position supports customer service, technical support, and customer sales interactions.

This role requires you to interact with hundreds of customers each week across the country to resolve support issues, sell new products and services, and ensure a best-in-class customer experience. In addition to being the best in the business when it comes to customer interactions, you will need to be confident, fully engaged, a team player, and dedicated to bringing a positive and enthusiastic outlook to work each day. Essential Duties Handle inbound and

outbound contacts in a courteous, timely, and professional manner Listen to customers, understand their needs, and resolve customer issues Research systems to find missing information as applicable; coordinate with other departments to resolve issues as applicable Follow the processes of the Client program and perform all tasks in a courteous and professional manner Utilize systems and technology to complete account management tasks Accurately document and process customer claims in appropriate systems Follow all required scripts, policies, and procedures Utilize knowledge base and training to accurately answer customer questions Comply with requirements surrounding confidential information and personal information Appropriately escalate customer issues with the managerial team Escalate customer issues to the appropriate staff and managerial for resolution as needed Ensure first call resolution through problems solving and effective call handling Attend meetings and training and review all new training material to stay up-to-date on changes to program knowledge, systems, and processes Adhere to all attendance and work schedule requirements CANDIDATE QUALIFICATIONS: WONDER IF YOU ARE A GOOD FIT?

It's about building relationships and turning the knowledge you gain in training into customer wins.

Representatives make a difference to customers and the company, providing over-the-phone customer service, sales, and technical support. We provide all new employees with world-class training, so all positive, driven, and confident applicants are encouraged to apply. Ideal candidates for this position are highly motivated, energetic, and dedicated. Required Must be 18 years of age or older High school diploma or equivalent Experience with data-entry utilizing a computer The ability to read and speak English fluently Have a wired, high-speed internet connection (Download speed of 20Mbps+)Excellent organizational, written, and oral communication skills The ability to type swiftly and accurately (20+ words a minute)Ability to work regularly scheduled shifts within our hours of operation including the training period.

Basic knowledge of Microsoft Office Suite (Excel, Power Point, Word, Outlook)Familiarity with computer and Windows PC applications and the ability to learn new and complex computer system applications Highly reliable with the ability to maintain regular attendance and punctuality The ability to evaluate, troubleshoot, and follow-up on customer issues An aptitude for conflict resolution, problem solving and negotiation Must be customer service oriented (empathetic, responsive, patient, and conscientious)Ability to multi-task, stay focused, and self-manage Strong team orientation and customer focus The ability to thrive in a fast-paced environment where change and ambiguity are prevalent Excellent interpersonal skills and the ability to build relationships with your team and customers Preferred (Not Required) One (1) year of experience in customer service, technical support, inside sales, back-office, chat, or administrative support in a contact center environment Work at home experience State or Federal work experience CONDITIONS OF EMPLOYMENT: Must be authorized to work in their country of residence (The United States or Canada)Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint.

Job offers are contingent on background/security investigation results Must be willing to submit to drug screening. Job offers are contingent on drug screening results. COMPENSATION DETAILS: WANT AN EMPLOYER THAT VALUES YOUR CONTRIBUTION? We believe that hard work should pay off, so we make sure that our compensation and total rewards are competitive.

Standard starting compensation is commensurate with experience. Regular reviews and raises are awarded based on tenure and performance, so our employees make more each year. Employees earn paid time off as well as paid holidays and paid training opportunities. Regular daily, weekly and monthly incentives are part of the overall compensation our team members enjoy and include monetary incentive and prizes such as computers, tablets, phones, TVs, trips, tickets, and even cars. In addition to our standard group benefits offering for full-time employees following 90-days of employment, all employees are eligible to opt for our MEC medical plan after only 30-days of employment.

Benefits options and plans vary slightly by location. JUST A FEW OF THE BENEFITS Medical, Dental, and Vision Coverage Options Paid Time-Off Regular Raises Advancement Opportunity Fun, Engaging Work Environment Casual Dress Code Cash and Prize Contests PHYSICAL REQUIREMENTS: This job operates in a professional office environment. While performing the duties of this job, the employee will be largely sedentary and will be required to sit/stand for long periods while using a computer and telephone headset.

The employee will be regularly required to operate a computer and other office equipment, including a phone, copier, and printer. The employee may occasionally be required to move about the office to accomplish tasks; reach in any direction; raise or lower objects, move objects from place to place, hold onto objects, and move or exert force up to forty (40) pounds. REASONABLE ACCOMMODATION: Consistent with the Americans with Disabilities Act (ADA) it is the policy of MCI and affiliates to provide reasonable accommodation when requested by a qualified applicant or employee with a disability unless such accommodation would cause undue hardship.

The policy regarding requests for reasonable accommodation applies to all aspects of employment. If reasonable accommodation is needed, please contact Kate Murph, Vice President of Human Resources,DIVERSITY AND EQUALITY: At MCI and its subsidiaries, we embrace differences and believe diversity is a benefit to our employees, our company, our customers, and our community. All aspects of employment at MCI are based solely on a person's merit and qualifications. MCI maintains a work environment free from discrimination, one where employees are treated with dignity and respect.

All employees share in the responsibility for fulfilling MCI's commitment to a diverse and equal opportunity work environment. MCI does not discriminate against any employee or applicant on the basis of age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, interaction (including pregnancy), interactionual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances.

MCI will consider for employment qualified applicants with criminal histories in a manner consistent with local and federal requirements. MCI will not tolerate discrimination or harassment based on any of these characteristics. We adhere to these principles in all aspects of employment, including recruitment, hiring, training, compensation, promotion, benefits, social and recreational programs, and discipline. In addition, it is the policy of MCI to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where an employee works.

ABOUT MCI (PARENT COMPANY): MCI () helps customers take on their CX and DX challenges differently, creating industry-leading solutions that deliver exceptional experiences and drive optimal performance. MCI assists companies with business process outsourcing, staff augmentation, , customer services, and IT Services needs by providing general and specialized hosting, software, staff, and services. In 2019 Marlowe Companies Inc. (MCI) was named by Inc.

Magazine as Iowas Fastest Growing Company in the State of Iowa and was named the 452nd Fastest Growing Privately Company in the USA, making the coveted top 500 for the first time. MCIs subsidiaries had previously made Inc. Magazine's List of Fastest-Growing Companies 15 times respectively. MCI has fifteen business process outsourcing service delivery facilities in Iowa, Georgia, Florida, Texas, Massachusetts, New Hampshire, South Dakota, New Mexico, California, Kansas, and Nova Scotia. Driving modernization through digitalization, MCI ensures clients do more for less. MCI is the holding company for a diverse lineup of tech-enabled business services operating companies.

MCI organically grows, acquires, and operates companies that have a synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners.

MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: Gravis Apps, Mass Markets, MCI Federal Services (MFS), The Sydney Call Center, On Brand24, and Valor Intelligent Processing (VIP). DISCLAIMER: The purpose of the above job description is to provide potential candidates with a general overview of the role. It's not an all-inclusive list of the duties, responsibilities, skills, and qualifications required for the job.

You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason. REGARDING COVID-19: As an employer supporting critical Federal, State, Provincial, and Commercial clients, we have taken steps to ensure that we remain operational while taking every precaution possible to prevent the spread of COVID-19 and keep our employees safe.

Measures include social distancing for those working on-site, frequent deep cleaning and disinfecting of workstations and common areas, daily contactless temperature checks for those essential employees working on-site, travel policies limiting travel and mandatory quarantine, reporting and quarantine processes and policies for those exposed, and requesting masks to be worn when on-site employees are not at their workstation. For more information on MCIs response to COVID-19 please visit.

Accounting / Finance In Texas

1
Accounting Intern
Lubbock
Jan 02, 2024

team players pursuing excellence. Read more about THSC at thsc. org. We are seeking a motivated Accounting Intern to join our dynamic team. As an Accounting Intern, you will play a vital role in the successful execution of our finances and human resources department, with a focus on the administrative work that it takes to run an organization.

Who you are: A strategic problem solver who thrives in a busy atmosphere A team player with a knack for organization An excellent communicator with a heart for Texas and home education What you bring to the team: You have a passion for people and numbers You possess great people skills, both in-person and through online communication You have the

ability to pay close attention to detail You are an expert at prioritizing effectively to meet deadlines What you’ll do: Assist in preparation of daily and monthly journal entries Reconcile daily and/or monthly reports Organize hiring folders and projects Participate in one-on-one and company meetings It’ll be Awesome if: You are proficient with computer programs such as Office, Asana, Pay Pal, etc.

You are familiar with the homeschooling community Travel may be required Work Perks: When you join THSC’s staff, our hope and prayer is that your leadership will become sharper and your faith will grow deeper. Even though the biggest perk to working at THSC is serving, supporting, and equipping

Texas homeschool families in their homeschool journey, you’ll find that’s not the only benefit: Work from home Work for a Christian organization Investment in your professional growth as an intern For consideration: Submit your resume Submit a 3 minute video to answering these questions: Tell us about yourself & your exposure to homeschooling.

What are your top priorities in life and where do you see yourself in 3 years? What inspires you about our organization’s mission? Describe why you believe you’re the best candidate for this position. What skills or experiences do you hope to gain from this internship, and how do you think they’ll benefit you in the future? Powered by Jazz HR

1
Spring 2025 Audit Internship
Houston
Jan 02, 2024

the best of the best Having a detailed knowledge of the intricate business of accounting Constantly innovating to refine our practice As an Audit Intern you will: be assigned to client engagements and gain real-life business experiences by performing audit procedures on financial statements and internal controls work along side team members and leaders on various client engagements across begin creating your own business network and assist with client growth serve a variety of clients; from entrepreneurial businesses to large publicly-held companies, as well as governmental and not-for-profit companies.

About our Internship Program: Whitley Penn interns have the opportunity to learn,

innovate and succeed while working collaboratively with all levels of leadership and management. Our internship program is designed to give you the opportunity to work in a public accounting firm and get a true experience of what the day to day responsibilities for Associate level professionals are.

Our culture is centered on promoting a healthy work environment and we encourage our interns to grow in both their professional and personal development skills. Interns are provided a mentor throughout the entirety of their internship as they begin to build their brand in the workplace. Interns also go through our professional development program, called DEVELOP at WP. The goal of the DEVELOP

program is to: Provide opportunities to expand in your leadership skills Network with peers and cultivate working relationships Engage with firm leaders and develop professional skills You're a fit for a Spring or Summer 2025 Audit Internship if you: Are pursuing a Bachelor's degree or Master's degree in Accounting Have an accounting and cumulative minimum GPA of 3.0 or higher Will be CPA eligible upon graduation (within 18 months of internship) Are authorized to work for any employer in the U.

S. and not require current or future sponsorship Possess excellent communication skills and professional presence Exhibit a high level of dedication with a positive attitude Are a team player who takes initiative and is willing to learn Expected Graduation Date with Bachelor's Degree or Master's Degree (CPA Eligible): May 2025 December 2025 May 2026 December 2026 Whitley Penn is proud to be an equal opportunity workplace.

We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, interactionual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: /s/olsr5xgsgxsntu3/E-Verify%20Notices.

pdf? dl=0. All employment is decided on the basis of qualifications, merit, and business need. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

41 CFR 60-1.35(c)

1
Tax Accounting Associate
Houston
Jan 02, 2024

finance and human resource solutions needed to satisfy all regulatory requirements. Our team is asked to serve our clients with consistent excellence and accountability, while being allowed to live their definition of success. We focus on bringing new team members on board who share our passion for providing excellence in our service, while never wavering from our Principles of integrity, effort, communication and protecting time with our families.

Tax Accounting Associate FSG is the opportunity to learn and experience the finance industry for a people-oriented, hard-working, team player. Our unique culture is built by the team and for the team. Our compensation structure provides unlimited

upside to our team members. We will teach you all that you need to know to be successful on our team, so we do not require any specific degree or work history.

We just hope you are as non-traditional and eager to prove yourself as we are! Your key responsibilities are to deliver white glove service and honor the FSG Principles while: • Assisting in the review of tax allocations and book-to-tax adjustments for private funds• Assisting in the review of federal and state tax returns for partnerships and blocker corporations• Learning alternative investment fund tax implications and structuring requirements• Monitoring tax deliverable deadlines for private funds• Coordinating with outside

tax preparers to ensure timely delivery of K-1s and filing of tax returns• Collaborating with outside tax preparers to resolve notices and other matters with tax authorities Our requirements for you as an applicant are simple: • 1-3 years of partnership tax experience in public accounting or equivalent• Be a team player with an enthusiastic work ethic• Learn all we teach you quickly, comprehensively, and enthusiastically• Be exceptional in your organizational and written communication skills• Have an exacting attention to detail• Be exemplary in prioritization and multi-tasking in a fast-paced environment• Be proficient in Microsoft Excel If you excel in your responsibilities and fulfill your requirements, our commitment to you is: • Comprehensive benefits• Base salary commensurate with experience and success• Quarterly bonus that offers unlimited potential growth - 1/3rd of our profits (no matter how much) are shared with our team in bonuses each quarter You will be successful when you deliver exemplary service to our clients and their investors, fulfill the FSG vision and purpose, and bring success to the entire FSG team.

We are excited to have you join our team and appreciate your interest in joining us on a journey to success! Powered by Jazz HR

1
Tax - Director (Houston)
Houston
Jan 02, 2024

as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients.

Our reach extends globally, with offices in the United Kingdom, Israel, India, the Cayman Islands, Singapore, and Ireland. The Tax Director is responsible for the overall administration, planning, compliance, organizing, coordination, and evaluation of tax services. As a strategic business partner, the Tax Director will drive new and

incremental growth through business development activities, providing direction and leadership to the Tax department to effectively achieve Firm goals and industry best practices.

QUALIFICATIONS: --- Bachelor's degree in Accounting, Finance, Law or other related degree as approved is required. --- Master's degree is preferred. --- Certified Public Accountant (CPA) designation is required. --- Minimum 10 years of relevant tax experience is required. --- Minimum 5 years or management or supervisory experience is required. --- Significant experience in a public accounting or professional services environment is required. --- Knowledge of Internal Revenue Code and is required. --- Exhibits

strong analytical ability, critical thinking capacity, and diligently performs assigned tasks with the highest degree of professionalism and integrity.

--- Must have the capability to professionally, appropriately and effectively communicate with a diverse group of individuals. --- Must be able to lead, build, and manage diverse teams for small, medium, and large scale projects. --- Must exhibit a high degree of professionalism including the ability to maintain the highest levels of confidentiality. --- Must be able to work in a dynamic, fast-paced, innovative, and continuously changing environment. --- Must have excellent communication skills in business and technical environments.

--- Must be computer literate with the capability of performing at an intermediate or advanced level with respect to the Microsoft Office Suite of products (specifically Outlook, Word, and Excel) or similar software applications. RESPONSIBILITIES: --- Partners with Firm leadership to develop, interpret and oversee strategic initiatives that align with Firm objectives, and by providing a variety of professional services related to all-levels of Tax functions. --- Drives revenue through new and incremental growth of current and prospective clients. --- Analyzes trends and metrics and evaluates results of initiatives and makes recommendations for continual improvements in efficiencies and results.

--- Participates in executive, management, and company staff meetings and attends other meetings and seminars. --- Coordinates involvement of Tax staff on all phases of the engagement, including execution of the engagement letter, communications with the client, staffing requirements, job planning, and scheduling. --- Creates client engagement material and presentations for meetings. --- Delegates work to Tax staff according to their experience and capabilities in conformance with the planning documents.

--- Reviews the Tax service line's working papers and determines that the engagement has been performed in accordance with professional standards and the terms of the engagement letter. --- Provides overall leadership, supervision, skills backssments of team members, coordinates training, and creates and delivers performance feedback to staff. --- Ensures appropriate internal controls are in place and compliance requirements are met. --- Support the Firm's strategic alliances and partnership, along with Assistant Directors and Managers to sustain and grow clients, programs, and services.

--- Departmental liaison with IT staff on all technical matters relating to tax applications. --- Manages office administrative functions to ensure smooth and efficient operations of the organization. --- Maintains compliance with external regulations and internal policies. --- Oversees department staffing needs and participate as appropriate in recruiting activities (e. g. interviewing, hiring, new hire and ongoing training, annual evaluations, etc. ). --- Participates in budget development and monitoring of expenses. --- Ensures Tax service line employees are properly and accurately billing for time, reviews non-billable, billable and utilization reports.

Makes and communicates work hours or project adjustments as necessary. --- Generates necessary reports for the executive team; reviews subordinates' reports --- Stays current on tax law, AICPA, and state CPA society rules, regulations and code of ethics. --- Practice development: --- Develops business by expanding existing relationships with clients, maintaining personal networks, and participating in civic, business, and professional organizations --- Periodically reviews engagements with present clients.

--- Keeps clients aware of new services and developments. --- Maintains contacts with referral sources and clients. --- Expands the Firm's brand through speaking engagements, publication of articles and books, and participation in civic affairs. --- Represents the organization to the public, key stakeholders and business partner. --- Maintains a solid continuing base knowledge of tax, accounting, audit, and financial regulations & standards. --- Proactively communicates any issues/concerns relating to service line. --- Develops proficiency for Firm software applications and procedures.

--- Maintains a positive attitude and is receptive to constructive feedback. --- Complies with the professional and Firm requirements (e. g. employee handbook requirements, time entry procedures, audit quality control document requirements, etc. ) including complying with confidentiality requirements (e. g. client information, proposal information, personnel information, job-related information, etc. ). --- Actively attended and engages in meetings and training sessions. --- Maintains the required CPE for firm and licensing standards. Other Duties: --- Provides courteous and prompt service to all internal and external parties.

Prioritizes and addresses requests and assignments in a professional and cooperative manner. --- Identifies opportunities and recommends methods to improve service, and work processes. Assists in the implementation of quality improvement initiatives. --- May assist co-workers in the completion of tasks and assignments to ensure continuity of service and demonstrating team work skills. Actively supports teamwork throughout the organization. --- Perform other services as assigned. Other Considerations: --- May periodically travel and work from different company locations.

--- May be required to work overtime, and/or on weekends as needed. --- Must arrive at Eisner Amper offices or client locations in a timely manner and be ready to perform job responsibilities. Work Environment: Work environment characteristics described here are representative of those that must be met by an employee to perform the essential functions of this job successfully with or without reasonable accommodations. The work environment is considered to be that of a typical business/office operation. The noise level in the work environment is usually moderate. BENEFITS: --- Medical, dental, vision, life, and disability insurance --- 401(k) Retirement Plan --- Flexible Spending & Health Savings Account --- Paid holidays, vacation, and sick time --- Employee assistance program and other firm benefits.

Join our team of professionals and take a firm step forward in your career. With an established mentor program and defined career paths for a range of specialties and skill sets, Eisner Amper is a place where professionals of all experience levels thrive. Our Lifelong Learning program, combined with technical training opportunities for staff, ensure that this is a place where our employees can grow - and with a rich office culture and a strong commitment to work/life balance, Eisner Amper is a place where you'll be happy to do so.

To be considered for employment, visit www. careers. complete an employment application and Explore Your Next Opportunity with Eisner Amper. Eisner Amper is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability or protected veteran status. Our full-time positions also offer a competitive benefits package that includes: Medical, dental, vision, life, and disability insurance 401(k) Retirement Plan Flexible Spending & Health Savings Account Paid holidays, vacation, and sick time Employee assistance program and other firm benefits.

#J-18808-Ljbffr

1
Assurance Signing Director - Retail
Dallas
Jan 03, 2024

industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.

Even with more than 8,500 people, 130 U. S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

Our Perks: Flexible PTO (designed to offer flexible time away for you! ) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here CLA is seeking an Assurance Signing Directorto focus on our Retail practice

for our Dallas, TXoffice. How you'll create opportunities in the role: Assume full responsibility for all client services for clients in book of business. Review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees.

Review and approve work papers and audit programs prepared by staff. Periodically review engagement progress to determine whether all phases of the engagement are being carried out properly. Review and sign management letters and other client deliverables. Review time budgets and deadlines, provide ongoing attention to client's management, and attend final client meetings. Demonstrate commitment to the firm through

a willingness to devote time to the practice. Cultivate an understanding of the firm's resources and when to involve other firm professionals.

Maintain steady contact with clients throughout the business year, acquiring thorough knowledge of clients and all facets of their business to effectively attend to the client's needs and to expand services as applicable. Communicate with managers and staff regarding engagement status, client problems, findings, and recommendations. What you will need: Bachelor's or Master's degree in Accounting or related field. Current CPA licensure required. 8+ years of public accounting experience with emphasis in financial statement preparation, audits, reviews, and compilations.

Ability to travel to client sites#LI-CD1 Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities. - Click here to learn about your hiring rights. Wellness at CLATo support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here. Similar Jobs (1) Director of HR Consulting & Outsourcing locations 3 Locations time type Full time posted on Posted 11 Days Ago Start your inspired career When you join CLA, you'll have the opportunity to design your own inspired career.

Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It's not so much about climbing a ladder or acquiring new titles - it's the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With more than 7,500 people, 121 U. S. locations, and a global vision, we promise to know you and help you. For more information visit . Investment advisory services are offered through Clifton Larson Allen Wealth Advisors, LLC, an SEC-registered investment advisor. -Wellness at CLAWellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being.

Click here to learn more about CLA's benefit offerings. CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law. - Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact - xyz X@ - #J-18808-Ljbffr

1
Travel nurse rn - picu - $2,100 / week
Harlingen
Jan 03, 2024

careers since 2006. JNP nurses benefit from our exclusive partnership with Nurse Wallet for a secure and simplified view into their take home pay, which can be paid out to them the same day they work a shift! The app also enables you to create financial plans for their earnings and take advantage of other robust banking and investment offerings, as well as manage financials around student loans.

Minimum Requirements: Current state license in good standing with State License Board. 12 months PICU experience in an acute-care setting within in the last 3 years. At minimum, current BLS required (certifications vary by location – job may require ACLS). Medical Records. Benefits & Perks We

deeply value your commitment to improving the lives of patients, that's why we offer a comprehensive and competitive benefits package starting your first day. Full Medical Benefits & 401k Matching Plan 24/7 Recruiter: Your main point of contact available by text, phone, or email Competitive Referral Bonuses 100% Paid Housing Available Travel & License Reimbursement Free JNP exclusive access to the Nurse Wallet app Apply now and you'll be contacted by a recruiter who will give you more information on this or other RN vacancies in the settings and locations that matter most to you.

EEO Statement Jackson Healthcare and its family of companies are an EEO/AA Employer. All qualified applicants

will receive consideration for employment without regard to race, color, religion, interactionual orientation, gender, gender identity and expression, national origin, age, disability or protected veteran status.

We celebrate diversity and are committed to creating an inclusive environment for all of our associates. For more details: jobs-search. org/finance_harlingen-c448613/job_i1981225243