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Hybrid Tax Manager- Non-Profit
Laporte CPAs and Business AdvisorsHouston, Texas
Description LaPorte CPAs and Business Advisors, one of the region's fastest growing and respected CPA firms, is seeking a dynamic individual to join our team as a Non-Profit Tax Manager in our Houston, TX office . This is a full-time role with competitive pay, benefits, and hybrid work schedule. Members of our experienced Non-Profit Industry Group have earned nonprofit related certifications and also attend industry conferences. Our team meets regularly to cross-train, identify best practices, review industry trends and work together to reach collective solutions for more than 250 nonprofit clients. Above all, our team truly understands the importance of the work nonprofits do and we take great pride in our own active volunteerism in both Louisiana and Texas. Responsibilities Reviews and manages tax returns, extensions, and tax planning calculations Prepares complex federal and state income taxes and estate and gift taxes Supervises and manages large tax engagements Identifies solutions for client issues Completes assignments within budgeted time frame and within firm quality standards Assigns projects to appropriate team members Recognizes opportunities to provide additional services to new or existing clients Assists in business development by meeting with potential clients Maintains long-term focus on client relationships by maintaining client contact with appropriate individuals throughout the year Coaches, develops, and motivates fellow staff members, including interns through senior associates Assists in the development and training of new staff Recruits for future staff hires Credentials and Experience Bachelor of Science in Accounting Master of Science in Taxation preferred but not required CPA certification required 4-8 years of public accounting experience with a national or regional firm in their tax department Knowledge and Skills Strong knowledge and experience in tax preparation and review Strong experience in nonprofit tax accounting Strong knowledge of authoritative federal and state taxation including income taxes and estate and gift taxes Ability to manage multiple projects with consistency and accuracy High level of professionalism Ability to work in a team environment High sense of urgency Ability to work under pressure with tight deadlines Strong oral and written communication skills Proficiency in Microsoft Office
Posted 30+ days ago

Staff Accountant (For- Profit)
SikichEast Peoria, Illinois
Description STAFF ACCOUNTANT (FOR-PROFIT) Peoria, IL WHAT TO EXPECT WHEN YOU JOIN THE SIKICH FAMILY Team members at Sikich have a lot in common while also being part of a rich and varied group of contributors, creating a distinct and thriving culture. Chief among our commonalities is a desire for growth and a shared unity of purpose in our professional lives. We believe that through various perspectives, challenging the status quo and rewarding action, we accelerate innovation and drive growth – for our clients, for ourselves and for our communities. The professional services landscape continues to evolve. For Sikich, this means we have an opportunity to further cement our leadership position in this industry and continue to grow our organization in increasingly exciting ways. This growth is meaningful for every team member at our company because larger companies simply see more interesting client opportunities and can attract impressively talented individuals like you. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice. Do you want to work with other skilled practitioners and serve clients in a way that makes a difference? Are you seeking a supportive environment backed by a deep and extensive set of skillsets? Are you ready to make an impact and be acknowledged for your contributions? If you answered yes to these questions, we see a mutually beneficial and gratifying relationship on the horizon! Are you ready to grow with us? POSITION SUMMARY Reporting to the Audit Manager, the Staff Accountant (Audit) will work closely with engagement leaders & other staff to ensure the efficient & timely completion of financial statement audits. You will also provide superior service to our external clients and internal stakeholders. What will you do in this role? Conduct and review audit tests which are sufficient in scope to support professional opinions as to the fair representation of client financial statements. Develop self and others through seeking and offering on the job coaching and engagement experiences. Develop and maintain productive working relationships with clients to enhance customer satisfaction. Build strong credibility through displaying positive insight and business acumen, applying technical competence and engaging in relevant discussions with clients and engagement teams. Consult with clients on various internal accounting related transactions. Provide strategic and tactical accounting advice and recommendations to company’s clientele. Deliver exceptional client support virtually and onsite as needed. What do you need to succeed in this role? BA/BS Degree in Accounting, Finance, or equivalent experience. 1+ years of progressive public accounting background ideally within audit & assurance. Experience with For-Profit clients is a plus Strong technical accounting skills with proficiency in US GAAP and audit preparation software Ability to manage multiple engagement, staff & interns, and competing priorities Excellent verbal, written, and presentation skills. CPA certification or eligibility to sit is highly desirable. In addition, specific skills/experience required are as follows: Servant Leader – You are hyper focused on engaging employees, fostering their development, and building a positive culture. Solutions Focused – You see opportunities in every business problem and can develop, articulate, and implement solutions. Collaboration – You are a relationship builder across all levels of the organization and across all business units. Instills Trust - You do what you say, and you follow through on commitments, you act with integrity, you are consistent and are perceived as credible. Impact & Influence Thinking – You gain support for ideas, proposals, and solutions, and get others to act, with or without formal authority, to advance initiatives/objectives. ABOUT SIKICH Sikich is a global company specializing in Accounting, Advisory, and Technical professional services. With employees across the globe, Sikich ranks as one of the largest professional services companies in the United States. Our comprehensive skillsets, obtained over decades of experience as entrepreneurs, business owners and industry innovators, allow us to provide insights and transformative strategies to help strengthen every dimension of our clients’ businesses. SIKICH TOTAL REWARDS Our team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. Sikich also takes pride in prioritizing team members’ health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors. In compliance with this state’s pay transparency laws, the midpoint of the salary range for this role is $85,098. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location. Some examples of our many benefits: Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization. Sikich will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits. Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards. We also offer: Flexible work arrangements Health, dental, vision, life, and accident/death/disability insurance options HSA employer contribution Nine (9) paid holidays annually A robust paid Parental Bonding Leave program covering birth, adoption, and foster children 401(k) with employer contributions CPA bonus with four (4) paid exam days & four (4) paid study days Tuition reimbursement Generous employee referral bonus program Client referral bonus program Pet insurance FORCE – Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities. Want to learn more? Visit our Careers website or Glassdoor profile . Sikich is an Equal Opportunity Employer M/F/D/V Sikich currently practices as an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA is a licensed CPA firm and provides audit and attest services to its clients. Sikich has a contractual arrangement with Sikich CPA whereby Sikich provides Sikich CPA with professional and support personnel and other support services to allow Sikich CPA to perform its professional services and Sikich CPA consults with Sikich and shares client information with Sikich with respect to the provision of such services. #LI-KS1 #LI-Hybrid
Posted 1 week ago

Not for Profit Banker II (NFP Hospitals, Higher Education and Government))
Truist BankAtlanta, Georgia
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for achieving expected levels of client service quality, balance sheet quality, profitability, growth, and risk management for Not for Profit/Government Banking clients and prospects. Deliver a consistent client experience that positions Truist as the Premier Advisory Bank in the Not for Profit/Government segment. Integrate all banking functions in the local market, including retail teams and line of business (LOB) partners, including Commercial Credit and Integrated Relationship Management (IRM) partners. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Develop and execute a marketing plan focused on growing new relationships and expanding existing client relationships in the Not for Profit/Government segment. Responsible for meeting loan, deposit, fee-based revenue expectations. 2. Deliver a differentiated client experience in all interactions with clients, prospects, and centers of influence driven by use of Financial Insights and other strategic advisory tools and resources. 3. Develop new business client relationships and improve market share of business loans and non-credit services, including deposits. Execute Integrated Relationship Management (IRM) with extensive inclusion of IRM partners in call planning and development and delivery of custom solutions, including specific efforts to serve the retail banking needs for clients' owners/management/associates (e.g. Wealth Management, Truist@Work). 4. Assume responsibility for the profitability, quality, liquidity, and growth of the assigned Not for Profit/Government loan portfolio by ensuring the servicing of all client credit relationships, including credit proposal write-ups, file documentation, legal documentation, compliance, and loan closings, identifying potential portfolio weaknesses, and managing problems/delinquent credit relationships. Ensure adequate data integrity. Interpret and ensure communication of and adherence to the Bank's policies, programs and objectives. 5. Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank's client relationship management (CRM) system. 6. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree or equivalent education and related training 2. More than eight (8) years of experience in financial services, preferably with NFP/Government clients 3. Ability to grasp large complex Not for Profit/Government credits clearly 4. Strong command of credit and finance 5. Excellent verbal and written communication skills 6. Excellent negotiation skills 7. Proficient in managing large and complex corporate relationships; knowledgeable and experienced in complex credit products and structuring, including loan syndication and participations and Industry and Specialty Advisory solutions General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Posted 1 week ago

Territory Executive (non-profit/fundraising leader)
Breakthrough T1DDenver, Colorado
As the leading global type 1 diabetes (T1D) research and advocacy organization, Breakthrough T1D helps make everyday life with T1D better while driving toward cures. We invest in the most promising research to turn ideas into life-changing therapies and devices. We work with government, regulatory officials, and insurance companies to address issues that impact the T1D community -- breaking through barriers that limit access to care worldwide. We provide resources and guidance that makes it easier to live and thrive with T1D. This is more than a moment -- we're empowering a movement for the T1D community. Share your support and help educate and empower individuals facing type 1 diabetes. Our mission is to improve lives today and tomorrow by accelerating life changing breakthroughs to treat, prevent and ultimately, cure T1D and its complications. Always, we are guided by a single purpose: As we drive towards curing type 1 diabetes, we help make everyday life better for the people who face it . Summary The Territory Executive (TE) provides direction, oversight, and guidance to one or more chapters and is responsible for the successful completion of revenue generation and execution of activities throughout the entire territory. The TE supports the organizational mission and strategy as the Chapter’s primary external affairs officer. The TE builds strategic relationships with constituents and donors on behalf of Breakthrough T1D. The TE maintains and articulates a comprehensive understanding of Breakthrough T1D’s mission strategy and actively demonstrates and cascades enterprise-wide mindsets. The TE provides leadership and guidance to the development and ongoing efforts to develop effective volunteer Boards across their chapters within their territory. They lead relationship building with major donors (including corporate executives) and provide inspiring leadership and oversight to all assigned staff. They collaborate with Global Development on activities to generate greater revenue. The Territory Executive Director expands Breakthrough T1D’s reach in the territory to support maximum market penetration. The TE consistently drives year-over-year growth, goal attainment, maximum performance impact and increased efficiency as measured by core program metrics and key performance indicators. As one of the top performing Territories in the country, the Mountain West Territory plays a vital role in the organization’s success. The three-state Territory of Colorado, Utah, and Wyoming has an annual core fundraising budget of more than $4M; a staff team of seven (including three direct reports); two boards of directors; and five events with total event fundraising of more than $2.1M. Key Responsibilities Fundraising – 50% Executes annual strategic revenue plans to drive profitable, diversified, and sustainable year-over-year growth in the Territory, consistently delivering against established revenue/expense targets. Responsible for achieving both personal revenue goals and overall territory revenue targets, ensuring alignment with organizational objectives. Manages, coaches, and develops a team of fundraising professionals in the identification, development, and growth of the territory’s portfolio of donors to steward through the donor life cycle Drives new levels of performance in Peer 2 Peer, Signature Events, individual giving, and constituent relationship management. In collaboration with national partners, implements annual strategy for corporate engagement, major giving, institutional giving, and stewardship at the local level. Volunteerism - 25% Ensures meaningful engagement of volunteers at all levels and promotes a good working relationship between staff teams and volunteer leadership. Where appropriate, serves as the staff lead to the Community Boards in the assigned chapter they reside in and ensures the on-going development of a strong and engaged Board. Ensures best practice implementation of the board nominating process across their territory and provides direct support and leadership in attracting and retaining high-impact board members and ensures it represents the community served. Works to establish and maintain a reliable volunteer pipeline and succession planning efforts within their territory. Partners with volunteer leadership to solicit funding and other support from individuals, corporations, foundations, and other sources of funding and/or influence. Cultural Leadership/ Administrative Management – 15% Provides leadership, performance management and professional staff development and builds a strong, inclusive, collaborative, and cohesive team. Represents interests, professionalism, and integrity of Breakthrough T1D in all activities and relationships through a unified message of the Breakthrough T1D mission and a commitment to organizational standards and leadership by personal example. Ensures that staff and volunteers adhere to organizational policies and procedures, including annual training and other compliance requirements. Accountable for the development, management, and attainment of annual budgets, the maintenance of fiscal records, and the timely and accurate submission of Breakthrough T1D financial and forecast reports. Awareness - 10% Leads productive relationships with constituents, media, and health care partners to advance brand awareness and mission priorities. Promote mission engagement opportunities throughout territory in areas of research, advocacy, and clinical trials. Ensures an active and growing Community Engagement program to acquire and activate new families. Ensures staff have strong collaboration with mission-focused volunteer leadership – including Advocacy Team Chairs (ATCs), Clinical Trial Education Volunteers (CTEVs) and Mission Information Volunteers (MIVs) to advance the priorities of the organization. Requirements: 7-10 years of professional fundraising experience, with a clear record of achievement in a complex, mission-driven organization; 5-7 years in a supervisory capacity. College degree or equivalent combination of education and experience. Record of success in a fundraising leadership role, with revenue responsibilities more than $6M; experience in leading fundraising teams particularly in large scale events (walk, gala, etc.) and major and corporate giving. Strong skills in the identification, cultivation, solicitation, and on-going stewardship of donors and supporters Displays executive presence and leads meetings effectively with various thought leaders and staff. Proficient in strategic planning, establishing vision, and communicating clearly to stakeholders. Experience in partnering with strong and active volunteer leaders, including working successfully with a large network of enthusiastic volunteers. High degree of energy, integrity, courage, empathy, and creativity. High emotional IQ. Superior active listening, analytical, and critical thinking skills. Demonstrates the ability to inspire, lead, and motivate teams while fostering an inclusive and respectful work environment through all interactions with staff and volunteers. Exhibits effective delegation skills to enhance both organizational and individual productivity. Ability to develop and successfully maintain an extensive network of strategic relationships (donors, volunteers, community partners, etc.) in the local area. Existing knowledge and network of relationships in the territory preferred. Ability to be an enthusiastic spokesperson/representative of Breakthrough T1D’s mission. High level of comfort communicating complex information (e.g., Breakthrough T1D research, goals, etc.) to a wide range of audiences so that they can understand and retain the content. History of effective performance management that aligns staff efforts with organizational goals. Proficiency in Salesforce CRM and MS Suite preferred, essential for managing donor relationships and streamlining operations Highly efficient in time management and able to meet deadlines under pressure. Demonstrated ability to prioritize as part of change management. Ability to travel as required. Occasional overnight travel as needed. Proficiency in non-profit fiscal and strategic management preferred. Please include a cover letter with your application. Essential Functions: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools or controls. The employee is occasionally required to stand, walk, sit, reach with hands and arms, climb or balance, and stoop, kneel, crouch or crawl. The employee must occasionally lift and/or move up to 25 pounds, and infrequently up to 50 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate. Additional information: Requests for medical, religious, and other exemptions will be considered on an individual basis. Breakthrough T1D will comply with all federal, state, and local laws. Breakthrough T1D supports a diverse and inclusive workforce. Breakthrough T1D is an Equal Opportunity Employer. All your information will be kept confidential according to EEO guidelines.
Posted 1 day ago

Senior Non-Profit Underwriter-Specialty Human Services Division
Great American Insurance Group (DBA)Tennessee, IL
Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value diversity and recognize the benefits gained when people from different cultures, backgrounds and experiences work collaboratively to achieve business results. We are intentionally focused on fostering an inclusive culture and know valuing diversity is an essential leadership quality. Our goal is to create a workplace where all employees feel included, empowered and enabled to perform at their best. For more than 45 years, Great American's Specialty Human Services Division has provided insurance solutions to the human and social service marketplace. The division is one of the first insurance companies to recognize the special needs of these organizations. Over the years, coverage and services have expanded to ensure expertise to meet the evolving needs of this marketplace. Coverage is available for hundreds of classes of business, including: Arts and Cultural Clubs Community Services Education Family Services and Counseling Food Distribution and Thrift Stores Foundations and Grant Making Shelters Recreation and Sports Religious Youth Services To learn more about our Specialty Human Services division, clink this link: https://www.greatamericaninsurancegroup.com/for-businesses/division-details/specialty-human-services Our Specialty Human Services division is looking for a Senior Underwriter or Underwriting Specialist to join their team. The lines of coverage include package, auto, and umbrella. The person hired for this position will be fully remote. We are only looking for candidates who reside in the Central or Eastern time zones Essential Job Functions and Responsibilities Responsibility for risk selection/rejection, pricing, retention, growth, and profitability per divisional objectives. Uses independent judgment and initiative to support business goals. Maintains a high level of customer service. Analyzes coverage and limit requests and decides what terms to offer. Lines of Business include; package, auto and umbrella. Prices business in accordance with company guidelines. Assesses risk quality and compliance within company guidelines and initiates appropriate loss prevention actions. Orders and screens miscellaneous UW reports needed in the rating and underwriting processes, such as Motor Vehicle reports, loss history reports, credit checks, outside inspections, loss control, etc. Develops and maintains effective business relationships with internal and external customers/coworkers in order to attract and retain profitable business. Interprets, explains, and markets products and services. Develops relationships with agents & brokers through telephone interactions. Administers, applies, and may update underwriting rules and guidelines, rating manual rules, and insurance laws and regulations. Performs other duties as assigned. Job Requirements Education: Bachelor's Degree or equivalent experience Field of Study: Business, Liberal Arts or a related discipline. Experience: 8+ years of related experience. May be in the process of obtaining or may have already completed certification in area of expertise. Occasional travel to assigned territory 2-4 times annually Non-profit/social service industry experience preferred but not required Business Unit: Specialty Human Services Salary Range: $84,000.00 -$115,000.00 Benefits: Compensation varies by role, position level, and location. Individual pay is influenced by skills, education, training, certifications, experience, and the role's scope and complexity, along with business needs. We offer a competitive Total Rewards package, including medical, dental, and vision plans starting on day one, PTO, paid holidays, commuter benefits, an employee stock purchase plan, education reimbursement, paid parental leave/adoption assistance, and a 401(k) plan with company match. These benefits are available to eligible full-time and part-time employees. Your recruiter can provide more details about our total rewards and specific compensation ranges during the hiring process.
Posted 3 weeks ago

Underwriting Specialist - Private/Non-Profit Management Liability
Continental Casualty CompanyChicago, Illinois
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. Under technical direction, responsible for underwriting risks in a book of business for Private/Non-Profit Management Liability. Works within specific limits of authority on assignments requiring significant technical complexity and coordination. Utilizes underwriting policies and guidelines, rating manual rules and insurance laws and regulations. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Reviews applications and financial requirements for risks requiring complex underwriting skills. Determines acceptability of risk in accordance with company guidelines and standards. Also, determines the need for additional evidence of insurability and appropriate strategy. Determines appropriate pricing based on financial and competitive analysis in line with compliance requirements. Prepares quotes and answers questions from agencies, policyholders or other external contacts and escalates issues to management along with proposed solutions as necessary. Negotiates with agents to reach positive and profitable outcomes. Notifies agencies of adverse underwriting decisions, rate appeals, underwriting requirements, status and declinations. Analyzes quality, quantity, and profitability of risks underwritten and prepares reports for management review. Markets products and services through agencies or through the brokerage community and makes field visits. Develops and maintains agency and/or broker relationships. May provide guidance and assistance to other underwriters and to other functional areas, particularly when related to cross-sell opportunities. Keeps current on state/territory issues and regulations, industry activity and trends and freely shares information with others. Utilizes advanced functionality in relevant CNA systems to perform day-to-day activities. Works with more senior underwriters or management on risks exceeding authority level or requiring special handling. Skills, Knowledge & Abilities 1. Advanced knowledge of underwriting and insurance industry theories and practices. 2. Demonstrated high level of technical expertise and product specific knowledge. 3. Strong interpersonal, communication and negotiation skills. Ability to effectively interact with all levels of CNA's internal and external business partners. 4. Ability to work independently. 5. Strong analytical and problem solving skills. 6. Ability to exercise independent judgment and to make critical business decisions effectively. 7. Knowledge of Microsoft Office Suite as well as other business-related software. 8. Demonstrated leadership skills. Education & Experience 1. Bachelor's degree or equivalent experience. Professional designations preferred. 2. Typically a minimum three to five years Private/Non- Profit Management Liability underwriting experience. I n certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia , California, Colorado, Connecticut, Illinois , Maryland , Massachusetts , New York and Washington, the national base pay range for this job level is $54,000 to $103,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees – and their family members – achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA’s benefits, please visit cnabenefits.com . CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact leaveadministration@cna.com .
Posted 1 week ago

Tax Senior Manager - Not For Profit
WeaverMidland, TX
The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions. While our business is based in numbers, our success is truly based on people. It's why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver's core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm. Learn more about our services, industry experience and culture at weaver.com. Position Profile Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm! We serve a variety of tax-exempt and non-profit clients in multiple industries from healthcare, education, community outreach as well as many others. Our clients range from large, national level organizations to smaller local entities and everything in between. A Tax Senior Manager works closely with firm leadership and plays a key role in business development and team development. The ideal candidate is a CPA with 7+ years of experience in federal tax compliance, planning and consulting at a public accounting firm. To be successful in this role, the following qualifications are required: Bachelor's degree in Accounting or related field CPA with 7+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on tax-exempt and non-profit entities, including Forms 990, 990-EZ, 990-PF, and 990-T Additionally, the following qualifications are preferred: Master's degree in Accounting or related field Proven ability to manage, mentor and develop staff Strong relationship management and practice development skills Ability to attract and service new clients and expand services to existing clients Compensation and Benefits: At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. A reasonable estimate of the compensation range for this position is $141,000 to $290,000 in the California, Maryland, New Jersey, and New York Metropolitan areas. Actual compensation will be based on a variety of factors including but not limited to experience, skills, certifications, and geographical location. In addition to compensation packages, Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - Weaver benefits. We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm. WeaverLEAD We are committed to investing in the strength of our team. That is why we have created an internal leadership coaching program to train leaders to support other leaders at every level of the organization. The goal of WeaverLEAD is to inspire the growth and development of our leaders by: Leaning into the experience of exploring new ideas for each individual's growth as a leader. Engaging the coaching mindset at work with new ways of thinking about challenges and opportunities. Adapting to the transformation that takes place as a result of participating in the program. Developing yourself and others with coaching competencies to create a firm-wide culture of coaching. People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer. What's next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you! Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.
Posted 30+ days ago

Associate, Public Institutions | Government, Education And Non-Profit Advisory Practice Group
JLLChicago, IL
JLL empowers you to shape a brighter way. Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. JLL is seeking an experienced professional for the role of Associate within our Public Institutions Advisory group. This position is available in San Diego, Chicago, Austin, Salt Lake City, Washington DC, Charlotte, Denver, or Atlanta. The ideal candidate will possess strong real estate and finance skills, with the ability to immediately support significant real estate consulting and transaction projects in the government and education sectors. About JLL's Public Institutions & Higher Education Practice: JLL Public Institutions & Higher Education is a focused consulting practice and national leader in advisory to federal, state, and local governments and universities and colleges throughout the U.S. Our professionals consult at the nexus of transformative development, the future of real estate, social infrastructure, energy and sustainability, cutting edge research and innovation for a broad range of real estate assets and uses. We work as part of a dynamic team, with JLL professionals from across the firm, to benefit our clients' diverse and purpose-driven real estate needs. We are currently seeking an associate to join our advisory practice. This role will be responsible for supporting existing consulting engagements - real estate development, acquisitions, dispositions, portfolio optimization, public-private partnerships - and the growth of our business. Critical functions of this position include real estate financial modeling, market research and analysis, synthesis of analysis into concise deliverables, and project coordination. Responsibilities include: Analyze complex real estate development, asset portfolios, and operations to determine highest and best use, market values and advise on strategic initiatives Understand valuation metrics, key industry dynamics and underwriting metrics, and prepare corresponding financial models to support JLL team members and client outcomes Analyze market data and comparable transactions Conduct detailed economic and demographic research through the use of JLL and third-party information services to due diligence and determine feasibility of real estate strategies Undertake comprehensive financial analysis, financial modeling and development feasibility services; Actively manage existing client relationships and lead client engagements Manage client delivery and advisory work on small- to mid-size accounts Assist in the preparation of development opportunity solicitation and marketing documents Effectively communicate - written and presentation - results of analysis to internal team members and clients Develop and maintain strong internal JLL and client relationships Support business development - client proposals, pitches, and relationships Monitor and update CRM tools to track client leads and opportunities Qualifications: Bachelor's degree in a business-related field (e.g., real estate, finance, accounting) 4-6 years of experience in commercial real estate, real estate finance, P3 advisory, or other relevant experience Familiarity with industry concepts, practices, and procedures associated with real estate development, finance, and operations, such as net operating income, loan-to-value, debt service coverage and capitalization rates Ability to effectively write and present business cases and results of analysis Outstanding Microsoft Excel skills, proficiency in Microsoft platform software and ability to learn and adapt to new technologies Experience with project coordination and management, including overseeing the work of analysts Ability to work as a key member of large and small teams and to work independently and unsupervised Excellent interpersonal, communication, problem-solving and organization skills Creativity to solve unique challenges and to develop new methods and analytical techniques Ability to concurrently support multiple clients and assignments with excellent attention to detail Willingness to travel as needed Additional Valued Traits: Exceptional skill in translating complex data into clear, visually compelling presentations and reports, utilizing advanced data visualization techniques and tools to effectively communicate insights, trends, and recommendations to diverse audiences, including senior government officials and executive leadership Track record of successfully navigating complex bureaucracies and building consensus among diverse stakeholders in government settings Commitment to creating a collaborative and inclusive team environment that encourages innovation and continuous learning Dynamic work ethic and entrepreneurial spirit What You Can Expect from JLL: An entrepreneurial, inclusive culture valuing integrity, teamwork, and innovation Competitive salary and benefits package Opportunities for career growth, diverse experiences and enriching work that will deliver generational impact to the communities of the clients we serve Supportive and talented team environment based on the values of lifelong learning and curiosity JLL is committed to diversity, equity, and inclusion. We encourage applications from candidates of all backgrounds who are passionate about making a positive impact in the public sector and education landscape. Estimated total compensation for this position: 100,000.00 - 135,000.00 USD per year The total compensation range is an estimate and not guaranteed. An employment offer is based on an applicant's education, experience, skills, abilities, geographic location, internal equity and alignment with market data . Location: On-site -Atlanta, GA, Austin, TX, Charlotte, NC, Chicago, IL, Denver, CO, San Diego, CA, Washington, DC If this job description resonates with you, we encourage you to apply, even if you don't meet all the requirements. We're interested in getting to know you and what you bring to the table! Personalized benefits that support personal well-being and growth: JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include: 401(k) plan with matching company contributions Comprehensive Medical, Dental & Vision Care Paid parental leave at 100% of salary Paid Time Off and Company Holidays JLL Privacy Notice Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely. For more information about how JLL processes your personal data, please view our Candidate Privacy Statement. For additional details please see our career site pages for each country. For candidates in the United States, please see a full copy of our Equal Employment Opportunity and Affirmative Action policy here. Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may contact us at Accommodation Requests. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL. Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment. Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest. Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate. California Residents only If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal information. If you are viewing this on a mobile device you may want to view the CCPA version on a larger device. Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Accepting applications on an ongoing basis until candidate identified.
Posted 2 weeks ago

Territory Account Executive, Growth Business: Non-Profit
Salesforce.com, Inc.pismo beach, CA
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Sales Job Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too - driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good - you've come to the right place. Territory Account Executive Account Executive, NGO, Growth Business Segment About Role: Core Account Executive quarterbacking each deal and the main point of contact for your customers Selling the entire Customer 360 Platform across a prospect account set (100% white space) You will creatively break into net new logos in your assigned territory and introducing them to Salesforce You will prospect into every line of business A true hunter, hungry to uncover opportunity and connect it with a value adding solution You will be a visionary helping prospects craft their digital transformation You will map account strategies, aligning resources and uncovering which of our products best serve the Prospect's needs After bringing in the initial deal you'll work to cross-sell/up-sell on accounts for the remainder of the fiscal year They do this by... Collaborative selling techniques and partnering with internal resources in order to drive additional value and expertise Generating pipeline that leads to closed revenue and quota attainment Selling on value and return on investment vs. technical functionality Building credibility and trust while influencing buying decisions Creating demand by uncovering business problems and matching them to our solution Having a deep understanding of the way businesses operate, and the priorities that drive decisions from the C-level Preferred Qualifications Degree or equivalent relevant experience required. Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc. Preferred years of experience: 3+ years of full cycle SaaS sales experience, Strong business development skills with experience prospecting and bringing in new business Experience selling to the C-suite Ability to build and deliver presentations to your customers Ability to orchestrate multiple internal resources and extended team members including: solutions engineers, cloud account executives, and product specific specialists Our investment in you: World class enablement and on-demand training - check out Trailhead.com for a sneak peek! Exposure to executive thought leaders with a passion for living our values Clear path to promotion with accelerated leadership development programs Weekly 1:1 coaching with your leadership Fast Ramp mentorship program Week-long product bootcamp Accommodations If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form. Posting Statement Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that's inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education. Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records. For California-based roles, the base salary hiring range for this position is $68,150 to $91,200. For Illinois based roles, the base salary hiring range for this position is $68,150 to $91,200. Compensation offered will be determined by factors such as location, level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, benefits. More details about our company benefits can be found at the following link: https://www.salesforcebenefits.com .
Posted 3 weeks ago

Associate, Public Institutions | Government, Education And Non-Profit Advisory Practice Group
JLLWashington, DC
JLL empowers you to shape a brighter way. Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. JLL is seeking an experienced professional for the role of Associate within our Public Institutions Advisory group. This position is available in San Diego, Chicago, Austin, Salt Lake City, Washington DC, Charlotte, Denver, or Atlanta. The ideal candidate will possess strong real estate and finance skills, with the ability to immediately support significant real estate consulting and transaction projects in the government and education sectors. About JLL's Public Institutions & Higher Education Practice: JLL Public Institutions & Higher Education is a focused consulting practice and national leader in advisory to federal, state, and local governments and universities and colleges throughout the U.S. Our professionals consult at the nexus of transformative development, the future of real estate, social infrastructure, energy and sustainability, cutting edge research and innovation for a broad range of real estate assets and uses. We work as part of a dynamic team, with JLL professionals from across the firm, to benefit our clients' diverse and purpose-driven real estate needs. We are currently seeking an associate to join our advisory practice. This role will be responsible for supporting existing consulting engagements - real estate development, acquisitions, dispositions, portfolio optimization, public-private partnerships - and the growth of our business. Critical functions of this position include real estate financial modeling, market research and analysis, synthesis of analysis into concise deliverables, and project coordination. Responsibilities include: Analyze complex real estate development, asset portfolios, and operations to determine highest and best use, market values and advise on strategic initiatives Understand valuation metrics, key industry dynamics and underwriting metrics, and prepare corresponding financial models to support JLL team members and client outcomes Analyze market data and comparable transactions Conduct detailed economic and demographic research through the use of JLL and third-party information services to due diligence and determine feasibility of real estate strategies Undertake comprehensive financial analysis, financial modeling and development feasibility services; Actively manage existing client relationships and lead client engagements Manage client delivery and advisory work on small- to mid-size accounts Assist in the preparation of development opportunity solicitation and marketing documents Effectively communicate - written and presentation - results of analysis to internal team members and clients Develop and maintain strong internal JLL and client relationships Support business development - client proposals, pitches, and relationships Monitor and update CRM tools to track client leads and opportunities Qualifications: Bachelor's degree in a business-related field (e.g., real estate, finance, accounting) 4-6 years of experience in commercial real estate, real estate finance, P3 advisory, or other relevant experience Familiarity with industry concepts, practices, and procedures associated with real estate development, finance, and operations, such as net operating income, loan-to-value, debt service coverage and capitalization rates Ability to effectively write and present business cases and results of analysis Outstanding Microsoft Excel skills, proficiency in Microsoft platform software and ability to learn and adapt to new technologies Experience with project coordination and management, including overseeing the work of analysts Ability to work as a key member of large and small teams and to work independently and unsupervised Excellent interpersonal, communication, problem-solving and organization skills Creativity to solve unique challenges and to develop new methods and analytical techniques Ability to concurrently support multiple clients and assignments with excellent attention to detail Willingness to travel as needed Additional Valued Traits: Exceptional skill in translating complex data into clear, visually compelling presentations and reports, utilizing advanced data visualization techniques and tools to effectively communicate insights, trends, and recommendations to diverse audiences, including senior government officials and executive leadership Track record of successfully navigating complex bureaucracies and building consensus among diverse stakeholders in government settings Commitment to creating a collaborative and inclusive team environment that encourages innovation and continuous learning Dynamic work ethic and entrepreneurial spirit What You Can Expect from JLL: An entrepreneurial, inclusive culture valuing integrity, teamwork, and innovation Competitive salary and benefits package Opportunities for career growth, diverse experiences and enriching work that will deliver generational impact to the communities of the clients we serve Supportive and talented team environment based on the values of lifelong learning and curiosity JLL is committed to diversity, equity, and inclusion. We encourage applications from candidates of all backgrounds who are passionate about making a positive impact in the public sector and education landscape. Estimated total compensation for this position: 100,000.00 - 135,000.00 USD per year The total compensation range is an estimate and not guaranteed. An employment offer is based on an applicant's education, experience, skills, abilities, geographic location, internal equity and alignment with market data . Location: On-site -Atlanta, GA, Austin, TX, Charlotte, NC, Chicago, IL, Denver, CO, San Diego, CA, Washington, DC If this job description resonates with you, we encourage you to apply, even if you don't meet all the requirements. We're interested in getting to know you and what you bring to the table! Personalized benefits that support personal well-being and growth: JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include: 401(k) plan with matching company contributions Comprehensive Medical, Dental & Vision Care Paid parental leave at 100% of salary Paid Time Off and Company Holidays JLL Privacy Notice Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely. For more information about how JLL processes your personal data, please view our Candidate Privacy Statement. For additional details please see our career site pages for each country. For candidates in the United States, please see a full copy of our Equal Employment Opportunity and Affirmative Action policy here. Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may contact us at Accommodation Requests. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL. Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment. Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest. Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate. California Residents only If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal information. If you are viewing this on a mobile device you may want to view the CCPA version on a larger device. Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Accepting applications on an ongoing basis until candidate identified.
Posted 2 weeks ago

Not-For-Profit Audit Senior Manager
RKL eSolutionsExton, PA
The Audit Senior Manager helps clients solve complex business issues from strategy to execution. They provide valuable insights in managing risk and improving business performance and overall financial reporting processes. They are responsible for team members' professional development and coaching. They provide exceptional client service as a trusted business advisor and are able to run engagements and relationships independently with little or no Partner involvement. The Audit Senior Manager is heavily involved in new and existing client business development and community activities; they have demonstrated they are a key player within the service line's growth. Success Factors Responsibilities Identify and address client needs: build, maintain, and utilize networks of client relationships and community involvement; communicate value propositions; manage resource requirements, project workflow, budgets, billing and collections; and prepare and/or coordinate complex written and verbal materials Demonstrate success and lead as a technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset Grow networks and relationships internally and externally for the team to leverage from Responsible for the management of engagement economics and managing resources efficiently and with proper leverage Develop the service line by working with leadership team to advance thought leadership, client and people development (direct management as well as coaching) Demonstrate company values and alignment with the firm's mission and long-term vision Delegate work effectively based on risk, team capabilities, engagement status and staff development opportunities Ensure client deliverables are met within expectations, responsible for handling any escalated issues that may arise Lead in business development and community activities to help identify and research opportunities on new and existing clients Keep up to date with local and national business and economic issues Participate in continuous learning activities and active research to improve and develop own and others' technical expertise Lead and participate in proposal process, prospective client meetings and budget development Lead and supervise the execution of engagements Collaborate to plan engagement objectives and to develop an audit strategy that complies with professional standards and appropriately addresses risk Understand the scope of the engagement and provide input on client retention and fee structure Participate in the presentation of client financial statements and audit results to those responsible for oversight People Management/Relationships Must demonstrate experience in managing teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback Contribute to people initiatives, including retaining and training team members Treat everyone with respect Ability to handle difficult conversations with team members regarding performance and development Team player; successfully adapt to different personalities and working styles Proactively and effectively communicate information regarding status issues to team members both written and oral Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in roles; be change oriented with flexible approach Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills Excellent organization skills and strong attention to detail Enthusiastic team player with ability to create and sustain effective teams Experience of coaching and developing more junior team members Multitasker with the ability to prioritize work accordingly Excellent verbal and written communication skills with strong client service focus Strong analytical and interpersonal skills Ability to work autonomously under the pressure of tight deadlines and multiple priorities Business development skills, able to identify and convert opportunities to sell work Proven experience in existing and new business development Working knowledge of Microsoft Office suite products and technologically-savvy Self-motivated and willing to enhance accounting and advisory knowledge Ability to manage multiple projects in a fast-paced environment while providing necessary guidance to team members Demonstrated ability to lead a team and participate in their professional development Demonstrated ability to take the lead on client engagements Education, Experience and Certifications Bachelor's degree in Accounting CPA certification required 10+ years' or equivalent experience in preparation of financial statements and applied working knowledge of US GAAP Prior experience in coaching and training accounting professionals required Essential Functions Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear Must be able to remain in a stationary position as needed The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull Vision abilities required include close vision, distance vision and the ability to adjust focus. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer Ability to communicate in a professional manner and exchange information with internal and external actors as needed Ability to lift/carry up to 20 pounds Ability to work outside of normal business hours and weekends as needed Ability to travel to local and non-local clients and events as needed, overnight travel may be required This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range: $140,000 - $160,000
Posted 4 weeks ago

Public Sector (Government/Not-For-Profit) Audit Senior Associate
Whitley PennPlano, TX
Whitley Penn, a leading CPA and Consulting firm, is looking for an Audit Senior Associate with to join our Government/Not-for-Profit team in the DFW area! Public Sector external audit experience and CPA eligibility are required. Senior Associates are responsible for planning and executing client engagements, supervising and training associates, and communicating and building relationships with clients. How We Work Whitley Penn has become one of the region's most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job. How Will You Make an Impact? Lead audit engagements from start to finish, including planning, executing, and ensuring deadlines are met Build relationships with clients by developing an understanding of client operations, processes, and business objectives; learn to apply this knowledge to enhance engagements, identify issues, and make recommendations for improvements Manage client deadline expectations, monitor actual performance against budget, and continually communicate engagement status to Managers Supervise, teach, and develop associates and interns, including delegation of assignments, detailed review of staff prepared work papers, and evaluating performance on engagements Continuously develop a comprehensive understanding of Generally Accepted Governmental Auditing Standards and how they apply to engagements Assist with business proposals, networking, and recruiting opportunities How Will You Get Here? 3+ years of public accounting external audit experience, preferably public sector Bachelor's degree in Accounting; Master's degree preferred CPA certification or CPA eligibility with certification in progress Strong technical knowledge of Generally Accepted Governmental Auditing Standards Strong accounting knowledge of GASB Basic Financial Statements for State and Local Governments Knowledge of risk assessment in the governmental accounting environment Excellent written and verbal communication skills Must be highly dedicated with a positive attitude and a team player who takes initiative and has an eagerness to learn and acquire new skills and knowledge Why Should You Apply? Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans) Voluntary Dental and Vision Insurance 17 Annual Firm holidays, with extended break around July 4th and year end 20 - 25 days PTO for Salaried Employees Paid Maternity and Parental Leave 401(k) with Profit Sharing Discretionary Bonus Program Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees Health & Wellness Program Pet Insurance 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, sexual 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: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify%20Notices.pdf?dl=0 . All employment is decided on the basis of qualifications, merit, and business need.
Posted 2 weeks ago

Senior Non-Profit Underwriter-Specialty Human Services Division
Great American Insurance Group (DBA)North Carolina, NC
Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value diversity and recognize the benefits gained when people from different cultures, backgrounds and experiences work collaboratively to achieve business results. We are intentionally focused on fostering an inclusive culture and know valuing diversity is an essential leadership quality. Our goal is to create a workplace where all employees feel included, empowered and enabled to perform at their best. For more than 45 years, Great American's Specialty Human Services Division has provided insurance solutions to the human and social service marketplace. The division is one of the first insurance companies to recognize the special needs of these organizations. Over the years, coverage and services have expanded to ensure expertise to meet the evolving needs of this marketplace. Coverage is available for hundreds of classes of business, including: Arts and Cultural Clubs Community Services Education Family Services and Counseling Food Distribution and Thrift Stores Foundations and Grant Making Shelters Recreation and Sports Religious Youth Services To learn more about our Specialty Human Services division, clink this link: https://www.greatamericaninsurancegroup.com/for-businesses/division-details/specialty-human-services Our Specialty Human Services division is looking for a Senior Underwriter or Underwriting Specialist to join their team. The lines of coverage include package, auto, and umbrella. The person hired for this position will be fully remote. We are only looking for candidates who reside in the Central or Eastern time zones Essential Job Functions and Responsibilities Responsibility for risk selection/rejection, pricing, retention, growth, and profitability per divisional objectives. Uses independent judgment and initiative to support business goals. Maintains a high level of customer service. Analyzes coverage and limit requests and decides what terms to offer. Lines of Business include; package, auto and umbrella. Prices business in accordance with company guidelines. Assesses risk quality and compliance within company guidelines and initiates appropriate loss prevention actions. Orders and screens miscellaneous UW reports needed in the rating and underwriting processes, such as Motor Vehicle reports, loss history reports, credit checks, outside inspections, loss control, etc. Develops and maintains effective business relationships with internal and external customers/coworkers in order to attract and retain profitable business. Interprets, explains, and markets products and services. Develops relationships with agents & brokers through telephone interactions. Administers, applies, and may update underwriting rules and guidelines, rating manual rules, and insurance laws and regulations. Performs other duties as assigned. Job Requirements Education: Bachelor's Degree or equivalent experience Field of Study: Business, Liberal Arts or a related discipline. Experience: 8+ years of related experience. May be in the process of obtaining or may have already completed certification in area of expertise. Occasional travel to assigned territory 2-4 times annually Non-profit/social service industry experience preferred but not required Business Unit: Specialty Human Services Salary Range: $84,000.00 -$115,000.00 Benefits: Compensation varies by role, position level, and location. Individual pay is influenced by skills, education, training, certifications, experience, and the role's scope and complexity, along with business needs. We offer a competitive Total Rewards package, including medical, dental, and vision plans starting on day one, PTO, paid holidays, commuter benefits, an employee stock purchase plan, education reimbursement, paid parental leave/adoption assistance, and a 401(k) plan with company match. These benefits are available to eligible full-time and part-time employees. Your recruiter can provide more details about our total rewards and specific compensation ranges during the hiring process.
Posted 3 weeks ago

Tax Senior Associate Or Supervisor - Not For Profit
WeaverAustin, TX
The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions. While our business is based in numbers, our success is truly based on people. It's why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver's core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm. Learn more about our services, industry experience and culture at weaver.com. Position Profile Weaver is looking for talented Tax professionals at the Senior Associate level to join our growing firm! We serve a variety of tax-exempt and non-profit clients in multiple industries from healthcare, education, community outreach as well as many others. Our clients range from large, national level organizations to smaller local entities and everything in between. A Weaver Senior Associate is a team player who exhibits initiative, accepts responsibility, communicates effectively, and manages multiple concurrent assignments of varying sizes and complexity. This individual has the opportunity to assist and mentor less experienced teammates. Weaver employees enjoy flexibility, meaningful and diverse client work, a supportive and innovative work environment and many more benefits. Education and Skills Bachelor's degree in Accounting or related field Master's degree in Accounting or related field preferred CPA candidate required, CPA strongly preferred 2+ years of public accounting experience, industry experience, or a combination of both Experience preparing federal tax returns for non-profit entities including Forms 990, 990-EZ, 990-PF, and 990-T Excellent written and verbal communications skills Team orientation and strong interpersonal skills Weaver Benefits: At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - Weaver benefits. We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm. People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer. What's next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you! Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.
Posted 2 weeks ago

Associate, Public Institutions | Government, Education And Non-Profit Advisory Practice Group
JLLAtlanta, GA
JLL empowers you to shape a brighter way. Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. JLL is seeking an experienced professional for the role of Associate within our Public Institutions Advisory group. This position is available in San Diego, Chicago, Austin, Salt Lake City, Washington DC, Charlotte, Denver, or Atlanta. The ideal candidate will possess strong real estate and finance skills, with the ability to immediately support significant real estate consulting and transaction projects in the government and education sectors. About JLL's Public Institutions & Higher Education Practice: JLL Public Institutions & Higher Education is a focused consulting practice and national leader in advisory to federal, state, and local governments and universities and colleges throughout the U.S. Our professionals consult at the nexus of transformative development, the future of real estate, social infrastructure, energy and sustainability, cutting edge research and innovation for a broad range of real estate assets and uses. We work as part of a dynamic team, with JLL professionals from across the firm, to benefit our clients' diverse and purpose-driven real estate needs. We are currently seeking an associate to join our advisory practice. This role will be responsible for supporting existing consulting engagements - real estate development, acquisitions, dispositions, portfolio optimization, public-private partnerships - and the growth of our business. Critical functions of this position include real estate financial modeling, market research and analysis, synthesis of analysis into concise deliverables, and project coordination. Responsibilities include: Analyze complex real estate development, asset portfolios, and operations to determine highest and best use, market values and advise on strategic initiatives Understand valuation metrics, key industry dynamics and underwriting metrics, and prepare corresponding financial models to support JLL team members and client outcomes Analyze market data and comparable transactions Conduct detailed economic and demographic research through the use of JLL and third-party information services to due diligence and determine feasibility of real estate strategies Undertake comprehensive financial analysis, financial modeling and development feasibility services; Actively manage existing client relationships and lead client engagements Manage client delivery and advisory work on small- to mid-size accounts Assist in the preparation of development opportunity solicitation and marketing documents Effectively communicate - written and presentation - results of analysis to internal team members and clients Develop and maintain strong internal JLL and client relationships Support business development - client proposals, pitches, and relationships Monitor and update CRM tools to track client leads and opportunities Qualifications: Bachelor's degree in a business-related field (e.g., real estate, finance, accounting) 4-6 years of experience in commercial real estate, real estate finance, P3 advisory, or other relevant experience Familiarity with industry concepts, practices, and procedures associated with real estate development, finance, and operations, such as net operating income, loan-to-value, debt service coverage and capitalization rates Ability to effectively write and present business cases and results of analysis Outstanding Microsoft Excel skills, proficiency in Microsoft platform software and ability to learn and adapt to new technologies Experience with project coordination and management, including overseeing the work of analysts Ability to work as a key member of large and small teams and to work independently and unsupervised Excellent interpersonal, communication, problem-solving and organization skills Creativity to solve unique challenges and to develop new methods and analytical techniques Ability to concurrently support multiple clients and assignments with excellent attention to detail Willingness to travel as needed Additional Valued Traits: Exceptional skill in translating complex data into clear, visually compelling presentations and reports, utilizing advanced data visualization techniques and tools to effectively communicate insights, trends, and recommendations to diverse audiences, including senior government officials and executive leadership Track record of successfully navigating complex bureaucracies and building consensus among diverse stakeholders in government settings Commitment to creating a collaborative and inclusive team environment that encourages innovation and continuous learning Dynamic work ethic and entrepreneurial spirit What You Can Expect from JLL: An entrepreneurial, inclusive culture valuing integrity, teamwork, and innovation Competitive salary and benefits package Opportunities for career growth, diverse experiences and enriching work that will deliver generational impact to the communities of the clients we serve Supportive and talented team environment based on the values of lifelong learning and curiosity JLL is committed to diversity, equity, and inclusion. We encourage applications from candidates of all backgrounds who are passionate about making a positive impact in the public sector and education landscape. Estimated total compensation for this position: 100,000.00 - 135,000.00 USD per year The total compensation range is an estimate and not guaranteed. An employment offer is based on an applicant's education, experience, skills, abilities, geographic location, internal equity and alignment with market data . Location: On-site -Atlanta, GA, Austin, TX, Charlotte, NC, Chicago, IL, Denver, CO, San Diego, CA, Washington, DC If this job description resonates with you, we encourage you to apply, even if you don't meet all the requirements. We're interested in getting to know you and what you bring to the table! Personalized benefits that support personal well-being and growth: JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include: 401(k) plan with matching company contributions Comprehensive Medical, Dental & Vision Care Paid parental leave at 100% of salary Paid Time Off and Company Holidays JLL Privacy Notice Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely. For more information about how JLL processes your personal data, please view our Candidate Privacy Statement. For additional details please see our career site pages for each country. For candidates in the United States, please see a full copy of our Equal Employment Opportunity and Affirmative Action policy here. Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may contact us at Accommodation Requests. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL. Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment. Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest. Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate. California Residents only If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal information. If you are viewing this on a mobile device you may want to view the CCPA version on a larger device. Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Accepting applications on an ongoing basis until candidate identified.
Posted 2 weeks ago

Not-For-Profit Audit Senior Manager
RKL eSolutionsAllentown, PA
The Audit Senior Manager helps clients solve complex business issues from strategy to execution. They provide valuable insights in managing risk and improving business performance and overall financial reporting processes. They are responsible for team members' professional development and coaching. They provide exceptional client service as a trusted business advisor and are able to run engagements and relationships independently with little or no Partner involvement. The Audit Senior Manager is heavily involved in new and existing client business development and community activities; they have demonstrated they are a key player within the service line's growth. Success Factors Responsibilities Identify and address client needs: build, maintain, and utilize networks of client relationships and community involvement; communicate value propositions; manage resource requirements, project workflow, budgets, billing and collections; and prepare and/or coordinate complex written and verbal materials Demonstrate success and lead as a technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset Grow networks and relationships internally and externally for the team to leverage from Responsible for the management of engagement economics and managing resources efficiently and with proper leverage Develop the service line by working with leadership team to advance thought leadership, client and people development (direct management as well as coaching) Demonstrate company values and alignment with the firm's mission and long-term vision Delegate work effectively based on risk, team capabilities, engagement status and staff development opportunities Ensure client deliverables are met within expectations, responsible for handling any escalated issues that may arise Lead in business development and community activities to help identify and research opportunities on new and existing clients Keep up to date with local and national business and economic issues Participate in continuous learning activities and active research to improve and develop own and others' technical expertise Lead and participate in proposal process, prospective client meetings and budget development Lead and supervise the execution of engagements Collaborate to plan engagement objectives and to develop an audit strategy that complies with professional standards and appropriately addresses risk Understand the scope of the engagement and provide input on client retention and fee structure Participate in the presentation of client financial statements and audit results to those responsible for oversight People Management/Relationships Must demonstrate experience in managing teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback Contribute to people initiatives, including retaining and training team members Treat everyone with respect Ability to handle difficult conversations with team members regarding performance and development Team player; successfully adapt to different personalities and working styles Proactively and effectively communicate information regarding status issues to team members both written and oral Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in roles; be change oriented with flexible approach Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills Excellent organization skills and strong attention to detail Enthusiastic team player with ability to create and sustain effective teams Experience of coaching and developing more junior team members Multitasker with the ability to prioritize work accordingly Excellent verbal and written communication skills with strong client service focus Strong analytical and interpersonal skills Ability to work autonomously under the pressure of tight deadlines and multiple priorities Business development skills, able to identify and convert opportunities to sell work Proven experience in existing and new business development Working knowledge of Microsoft Office suite products and technologically-savvy Self-motivated and willing to enhance accounting and advisory knowledge Ability to manage multiple projects in a fast-paced environment while providing necessary guidance to team members Demonstrated ability to lead a team and participate in their professional development Demonstrated ability to take the lead on client engagements Education, Experience and Certifications Bachelor's degree in Accounting CPA certification required 10+ years' or equivalent experience in preparation of financial statements and applied working knowledge of US GAAP Prior experience in coaching and training accounting professionals required Essential Functions Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear Must be able to remain in a stationary position as needed The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull Vision abilities required include close vision, distance vision and the ability to adjust focus. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer Ability to communicate in a professional manner and exchange information with internal and external actors as needed Ability to lift/carry up to 20 pounds Ability to work outside of normal business hours and weekends as needed Ability to travel to local and non-local clients and events as needed, overnight travel may be required This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range: $140,000 - $160,000
Posted 4 weeks ago

Audit Manager, Non-Profit
Armanino McKenna Certified Public Accountants & ConsultantsSan Jose, CA
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. The Manager is responsible for the management of the processes for all assurance-related deliverables, including but not limited to audited financial statements, various letters and reports to management and third parties, for multiple clients and engagements. The Manager's responsibilities extend beyond project management to engaging in practice management activities, starting to engage in activities to enhance department or niche economics, developing individual expertise, enhancing overall client service, and developing department or niche professional staff. The Manager communicates with clients beyond the course of engagements and are expected to be more of an advisor and bring added value to the relationship. Job Responsibilities Manage the engagement and workflow of all deliverables for multiple non-profit clients, including audited, reviewed and compiled financial statements, and internal control and management letters; to minimize risks and surprises, optimize engagement economics, satisfy service objectives, and meet internal and external deadlines. Oversee all aspects of the single audit engagement including the major program determination, risk assessment process, testing of compliance requirements, and drafting of single audit reports Identify and resolve accounting and audit technical issues impacting the engagement. Lead the engagement planning process in terms of timing, resources, risk assessment, reliance on internal controls, or other engagement approach. Determine and approve staffing and other resource needs, and related engagement schedules. Review engagement work papers and related deliverables to ensure that firm and professional standards are met. Delegate assignments to supervisors considering their skills, development needs, schedule, and engagement economics. Participate in the peer review process. Continually build on technical expertise in accounting, financial reporting, and audit methods by attending continuing professional education courses or utilizing other training resources Conduct or review research of complex or new accounting and financial reporting issues and prepare memorandums to support solutions. Coordinate and monitor the services provided by other departments and niches as they relate to the engagement(s) Keep the partner informed about client updates, engagement, budget to actual status, and technical issues. Assist in developing fee quotes and budgets. Preparation of client billings and collection of outstanding accounts Utilize assurance department methodologies, processes, and tools to enhance assurance engagement efficiencies and overall client profitability. Develop into a trusted advisor by being the primary point of contact for client throughout the year to discuss updates in their business, needs and potential solutions, accounting related issues and potential solutions, in addition to engagement management matters. Know about the services and capabilities of partners and other service lines, and seek to identify other services that will benefit the client(s) Prepare presentations for audit exit, audit committee meetings and board meetings. Involve in the early stages of practice development activities including developing a professional network or referral sources, assisting in proposals, or writing articles for publication and assisting partners in their practice development activities. Participate in activities to develop and improve firm and department business processes. Serve as an instructor in firm and department training programs and meetings. Develop less experienced professionals by providing formal performance feedback, career counseling and mentoring to those below manager. Requirements Bachelor's degree in accounting or a related field CPA license Minimum of 5 years of experience working in a public accounting firm Minimum of 2 years of experience working with nonprofit organizations and performing single audits under the Uniform Guidance. Assurance leadership, guidance or supervisory experience is required. Advanced understanding of applicable U.S. Generally Accepted Accounting Principles ("GAAP") and Generally Accepted Auditing Standards ("GAAS") Working knowledge of the Microsoft Office Suite and Adobe Acrobat "Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. In Northern California the compensation range for this position: $115,000-$155,000. Compensation may vary based on skills, role, and location. Armanino has a robust offering of benefits, including: Medical, dental, vision Generous PTO plan and paid sick time Flexible work arrangements 401K with Profit Sharing Wellness program Generous parental leave 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/ We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
Posted 3 weeks ago

Tax Senior Manager - Not For Profit
WeaverLittle Falls, NJ
The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions. While our business is based in numbers, our success is truly based on people. It's why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver's core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm. Learn more about our services, industry experience and culture at weaver.com. Position Profile Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm! We serve a variety of tax-exempt and non-profit clients in multiple industries from healthcare, education, community outreach as well as many others. Our clients range from large, national level organizations to smaller local entities and everything in between. A Tax Senior Manager works closely with firm leadership and plays a key role in business development and team development. The ideal candidate is a CPA with 7+ years of experience in federal tax compliance, planning and consulting at a public accounting firm. To be successful in this role, the following qualifications are required: Bachelor's degree in Accounting or related field CPA with 7+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on tax-exempt and non-profit entities, including Forms 990, 990-EZ, 990-PF, and 990-T Additionally, the following qualifications are preferred: Master's degree in Accounting or related field Proven ability to manage, mentor and develop staff Strong relationship management and practice development skills Ability to attract and service new clients and expand services to existing clients Compensation and Benefits: At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. A reasonable estimate of the compensation range for this position is $141,000 to $290,000 in the California, Maryland, New Jersey, and New York Metropolitan areas. Actual compensation will be based on a variety of factors including but not limited to experience, skills, certifications, and geographical location. In addition to compensation packages, Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - Weaver benefits. We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm. WeaverLEAD We are committed to investing in the strength of our team. That is why we have created an internal leadership coaching program to train leaders to support other leaders at every level of the organization. The goal of WeaverLEAD is to inspire the growth and development of our leaders by: Leaning into the experience of exploring new ideas for each individual's growth as a leader. Engaging the coaching mindset at work with new ways of thinking about challenges and opportunities. Adapting to the transformation that takes place as a result of participating in the program. Developing yourself and others with coaching competencies to create a firm-wide culture of coaching. People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer. What's next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you! Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.
Posted 30+ days ago

Not For Profit Banker II - Maryland And Greater Washington Region
Truist Financial CorporationWashington, DC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Position can be based out of Washington, DC or Baltimore area. Level I or II will be based upon experience. Responsible for achieving expected levels of client service quality, balance sheet quality, profitability, growth, and risk management for Not for Profit/Government Banking clients and prospects. Deliver a consistent client experience that positions Truist as the Premier Advisory Bank in the Not for Profit/Government segment. Integrate all banking functions in the local market, including retail teams and line of business (LOB) partners, including Commercial Credit and Integrated Relationship Management (IRM) partners. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Develop and execute a marketing plan focused on growing new relationships and expanding existing client relationships in the Not for Profit relations. Responsible for meeting loan, deposit, fee-based revenue expectations. Deliver a differentiated client experience in all interactions with clients, prospects, and centers of influence driven by use of Financial Insights and other strategic advisory tools and resources. Develop new business client relationships and improve market share of business loans and non-credit services, including deposits. Execute Integrated Relationship Management (IRM) with extensive inclusion of IRM partners in call planning and development and delivery of custom solutions, including specific efforts to serve the retail banking needs for clients' owners/management/associates (e.g. Wealth Management, Truist@Work). Assume responsibility for the profitability, quality, liquidity, and growth of the assigned Not for Profit/Government loan portfolio by ensuring the servicing of all client credit relationships, including credit proposal write-ups, file documentation, legal documentation, compliance, and loan closings, identifying potential portfolio weaknesses, and managing problems/delinquent credit relationships. Ensure adequate data integrity. Interpret and ensure communication of and adherence to the Bank's policies, programs and objectives. Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank's client relationship management (CRM) system. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree or equivalent education and related training Three to eight (3-8) years of experience in financial services, preferably with NFP clients Ability to grasp large complex Not for Profit credits clearly Strong command of credit and finance Excellent verbal and written communication skills Excellent negotiation skills "This position requires an individual who will physically work within Washington/Baltimore area or be required to travel to the area for work. The annual base salary for this position is $149,470. - $283,990." General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Posted 2 days ago

General Manager - Florida Upscale Dining & Sports Tavern 95k+ profit sharing
Marvin Love and AssociatesMiami, FL
Job Title: General Restaurant Manager Location: Florida [Pan Handle] Relocation Required Property: Upscale Dining & Sports Tavern Company: Marvin Love and Associates Compensation: $95,000+ with Profit Sharing Job Summary: Marvin Love and Associates is seeking an experienced and dynamic General Restaurant Manager for an upscale dining and sports tavern. The ideal candidate will have a proven track record in restaurant management, combining a passion for great food and hospitality with leadership skills that motivate and inspire staff. This role requires the ability to manage day-to-day operations while ensuring customer satisfaction and maximizing profitability through strategic marketing and team development. Responsibilities: Oversee all aspects of restaurant operations, including staff management, inventory control, and financial performance Develop, implement, and maintain high standards for food and service quality Lead, train, and motivate a team of front-of-house and kitchen staff to ensure an exceptional guest experience Monitor financial performance, preparing budgets, forecasting, and analyzing profitability Engage with customers to obtain feedback and ensure satisfaction while handling complaints in a timely manner Execute marketing and promotional strategies to drive revenue growth and customer loyalty Ensure compliance with health and safety regulations Requirements Requirements: Minimum of 5 years of experience in restaurant management, preferably in an upscale dining environment Strong leadership skills with the ability to build a cohesive team Excellent communication, interpersonal, and organizational skills Proven ability to manage financials, conduct cost analyses, and implement budgets Knowledge of food and beverage trends and a passion for culinary excellence Ability to work in a fast-paced environment and remain calm under pressure Experience with inventory management systems and scheduling tools Flexible schedule with availability to work evenings, weekends, and holidays Bachelor's degree in Hospitality Management or a related field is preferred Benefits Retirement Plan (401k, IRA) 💰 Salary: $95k+ 20% Company Profit Sharing Health Care Plan (Medical, Dental & Vision) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Training & Development
Posted 30+ days ago

Hybrid Tax Manager- Non-Profit
Responsibilities
Laporte CPAs and Business AdvisorsHouston, Texas
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Job Description
Description
LaPorte CPAs and Business Advisors, one of the region's fastest growing and respected CPA firms, is seeking a dynamic individual to join our team as a Non-Profit Tax Manager in our Houston, TX office. This is a full-time role with competitive pay, benefits, and hybrid work schedule.
Members of our experienced Non-Profit Industry Group have earned nonprofit related certifications and also attend industry conferences. Our team meets regularly to cross-train, identify best practices, review industry trends and work together to reach collective solutions for more than 250 nonprofit clients. Above all, our team truly understands the importance of the work nonprofits do and we take great pride in our own active volunteerism in both Louisiana and Texas.
Responsibilities
- Reviews and manages tax returns, extensions, and tax planning calculations
- Prepares complex federal and state income taxes and estate and gift taxes
- Supervises and manages large tax engagements
- Identifies solutions for client issues
- Completes assignments within budgeted time frame and within firm quality standards
- Assigns projects to appropriate team members
- Recognizes opportunities to provide additional services to new or existing clients
- Assists in business development by meeting with potential clients
- Maintains long-term focus on client relationships by maintaining client contact with appropriate individuals throughout the year
- Coaches, develops, and motivates fellow staff members, including interns through senior associates
- Assists in the development and training of new staff
- Recruits for future staff hires
Credentials and Experience
- Bachelor of Science in Accounting
- Master of Science in Taxation preferred but not required
- CPA certification required
- 4-8 years of public accounting experience with a national or regional firm in their tax department
Knowledge and Skills
- Strong knowledge and experience in tax preparation and review
- Strong experience in nonprofit tax accounting
- Strong knowledge of authoritative federal and state taxation including income taxes and estate and gift taxes
- Ability to manage multiple projects with consistency and accuracy
- High level of professionalism
- Ability to work in a team environment
- High sense of urgency
- Ability to work under pressure with tight deadlines
- Strong oral and written communication skills
- Proficiency in Microsoft Office