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RKL eSolutions logo
RKL eSolutionsAllentown, PA

$100,000 - $120,000 / year

The Audit Manager oversees the audit process while helping 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. The Audit Manager is heavily involved in new and existing client business development and community involvement activities. They provide exceptional client service as a trusted business advisor. Success Factors Responsibilities Lead and supervise the execution of audit engagements of clients across multiple industries Review and audit business transaction cycles such as treasury, revenues, purchases, payroll, and capital expenditures Collaborate to plan engagement objectives and 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 with client oversight Visit client onsite for required audits and/or other financial inquiries as needed Answer client calls and emails in a timely manner and with a solution-oriented approach Provide quality service in a timely and coordinated manner Research accounting and auditing issues lever available audit technology Read prior year financial statements and client website and actively seek out information from team members to gain understanding of client business and industry Proactively inform engagement team of work status and request information from client as needed Ensure client deliverables are met within expectations and set deadlines Identify and introduce other firm services based on client needs and discovered opportunities Supervise team members on engagements and provide guidance on an ongoing basis; as well as actively communicate with engagement Partners 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 utilize active research to improve and develop technical expertise; apply learned concepts Collaborate with leader to identify opportunities for efficiencies and proactive engagement management People Management/Relationships Take initiative to be a team lead (proactively seek opportunities to help others) Treat everyone with respect Develop loyalty and trust within the team Successfully adapt to different personalities and working styles Proactively and effectively communicate information regarding status issues to team members Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; be open to new ideas and suggestions 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 Strong leadership and coaching skills 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 Demonstrated ability to take the lead on client engagements and develop new and existing business Working knowledge of Microsoft Office suite products and technologically-savvy Self-motivated and willing to enhance accounting and advisory knowledge Education, Experience and Certifications Bachelor's degree in Accounting CPA certification preferred 5+ years' experience in preparation of financial statements and applied working knowledge of US GAAP preferred 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: $100,000 - $120,000

Posted 30+ days ago

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CNA Financial Corp.Timonium, MD

$47,000 - $78,000 / year

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 broad supervision, responsible for underwriting risks in a renewal book of business for Private/Non-Profit Management Liability. Works within limited authority on assignments of moderate technical complexity. 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 moderate technical underwriting skills. Determines acceptability of risk in accordance with company guidelines and standards. Recommends appropriate pricing and coverage modifications or enhancements for risks after complete analysis and consideration of applicant documentation, business factors and competitive situations. Prepares quotes and answers questions from agencies, internal and external contacts and escalates issues as necessary. Prepares written communication on adverse underwriting decisions, rate appeals, underwriting requirements, status and declinations. Verbally notifies agents of decisions where appropriate in order to ensure clear understanding of the decision. Analyzes quality, quantity, and profitability of risks underwritten and prepares reports for management review. May assist in marketing products and services through agencies or through the brokerage community and makes field visits. Develops and maintains positive agency and/or broker relationships to ensure positive outcomes. Keeps current on state/territory issues, regulations and trends. Works with more senior underwriters or management on risks exceeding authority level or requiring special handling. Develop proficiency in all relevant CNA systems. Also, may update the underwriting systems. Skills, Knowledge & Abilities Knowledge of underwriting and insurance industry theories and practices. Developing technical expertise and negotiation skills and product specific knowledge of Private/Non-Profit Management Liability. Strong interpersonal and communication skills. Ability to effectively interact with all levels of CNA's internal and external business partners. Ability to work independently. Strong ability to identify, analyze and solve problems as well as the ability to learn rapidly, adapt quickly to change, and to manage and prioritize multiple concurrent projects. Ability to exercise independent judgment and make sound business decisions effectively. Knowledge of Microsoft Office Suite as well as other business-related software. Demonstrated leadership skills Education & Experience Bachelor's degree or equivalent experience. Completion of a formal underwriting training program or minimum one year underwriting experience. #LI-KE1 #LI-Hybrid In 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 $47,000 to $78,000 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 3 weeks ago

Weaver logo
WeaverFort Worth, 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 or Director 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 or Director 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

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CNA Financial Corp.Littleton, CO

$47,000 - $78,000 / year

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 broad supervision, responsible for underwriting risks in a renewal book of business for Private/Non-Profit Management Liability. Works within limited authority on assignments of moderate technical complexity. 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 moderate technical underwriting skills. Determines acceptability of risk in accordance with company guidelines and standards. Recommends appropriate pricing and coverage modifications or enhancements for risks after complete analysis and consideration of applicant documentation, business factors and competitive situations. Prepares quotes and answers questions from agencies, internal and external contacts and escalates issues as necessary. Prepares written communication on adverse underwriting decisions, rate appeals, underwriting requirements, status and declinations. Verbally notifies agents of decisions where appropriate in order to ensure clear understanding of the decision. Analyzes quality, quantity, and profitability of risks underwritten and prepares reports for management review. May assist in marketing products and services through agencies or through the brokerage community and makes field visits. Develops and maintains positive agency and/or broker relationships to ensure positive outcomes. Keeps current on state/territory issues, regulations and trends. Works with more senior underwriters or management on risks exceeding authority level or requiring special handling. Develop proficiency in all relevant CNA systems. Also, may update the underwriting systems. Skills, Knowledge & Abilities Knowledge of underwriting and insurance industry theories and practices. Developing technical expertise and negotiation skills and product specific knowledge of Private/Non-Profit Management Liability. Strong interpersonal and communication skills. Ability to effectively interact with all levels of CNA's internal and external business partners. Ability to work independently. Strong ability to identify, analyze and solve problems as well as the ability to learn rapidly, adapt quickly to change, and to manage and prioritize multiple concurrent projects. Ability to exercise independent judgment and make sound business decisions effectively. Knowledge of Microsoft Office Suite as well as other business-related software. Demonstrated leadership skills Education & Experience Bachelor's degree or equivalent experience. Completion of a formal underwriting training program or minimum one year underwriting experience. #LI-KE1 #LI-Hybrid In 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 $47,000 to $78,000 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 3 weeks ago

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CNA Financial Corp.Seattle, WA

$47,000 - $78,000 / year

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 broad supervision, responsible for underwriting risks in a renewal book of business for Private/Non-Profit Management Liability. Works within limited authority on assignments of moderate technical complexity. 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 moderate technical underwriting skills. Determines acceptability of risk in accordance with company guidelines and standards. Recommends appropriate pricing and coverage modifications or enhancements for risks after complete analysis and consideration of applicant documentation, business factors and competitive situations. Prepares quotes and answers questions from agencies, internal and external contacts and escalates issues as necessary. Prepares written communication on adverse underwriting decisions, rate appeals, underwriting requirements, status and declinations. Verbally notifies agents of decisions where appropriate in order to ensure clear understanding of the decision. Analyzes quality, quantity, and profitability of risks underwritten and prepares reports for management review. May assist in marketing products and services through agencies or through the brokerage community and makes field visits. Develops and maintains positive agency and/or broker relationships to ensure positive outcomes. Keeps current on state/territory issues, regulations and trends. Works with more senior underwriters or management on risks exceeding authority level or requiring special handling. Develop proficiency in all relevant CNA systems. Also, may update the underwriting systems. Skills, Knowledge & Abilities Knowledge of underwriting and insurance industry theories and practices. Developing technical expertise and negotiation skills and product specific knowledge of Private/Non-Profit Management Liability. Strong interpersonal and communication skills. Ability to effectively interact with all levels of CNA's internal and external business partners. Ability to work independently. Strong ability to identify, analyze and solve problems as well as the ability to learn rapidly, adapt quickly to change, and to manage and prioritize multiple concurrent projects. Ability to exercise independent judgment and make sound business decisions effectively. Knowledge of Microsoft Office Suite as well as other business-related software. Demonstrated leadership skills Education & Experience Bachelor's degree or equivalent experience. Completion of a formal underwriting training program or minimum one year underwriting experience. #LI-KE1 #LI-Hybrid In 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 $47,000 to $78,000 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 3 weeks ago

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CNA Financial Corp.Houston, TX

$47,000 - $78,000 / year

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 broad supervision, responsible for underwriting risks in a renewal book of business for Private/Non-Profit Management Liability. Works within limited authority on assignments of moderate technical complexity. 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 moderate technical underwriting skills. Determines acceptability of risk in accordance with company guidelines and standards. Recommends appropriate pricing and coverage modifications or enhancements for risks after complete analysis and consideration of applicant documentation, business factors and competitive situations. Prepares quotes and answers questions from agencies, internal and external contacts and escalates issues as necessary. Prepares written communication on adverse underwriting decisions, rate appeals, underwriting requirements, status and declinations. Verbally notifies agents of decisions where appropriate in order to ensure clear understanding of the decision. Analyzes quality, quantity, and profitability of risks underwritten and prepares reports for management review. May assist in marketing products and services through agencies or through the brokerage community and makes field visits. Develops and maintains positive agency and/or broker relationships to ensure positive outcomes. Keeps current on state/territory issues, regulations and trends. Works with more senior underwriters or management on risks exceeding authority level or requiring special handling. Develop proficiency in all relevant CNA systems. Also, may update the underwriting systems. Skills, Knowledge & Abilities Knowledge of underwriting and insurance industry theories and practices. Developing technical expertise and negotiation skills and product specific knowledge of Private/Non-Profit Management Liability. Strong interpersonal and communication skills. Ability to effectively interact with all levels of CNA's internal and external business partners. Ability to work independently. Strong ability to identify, analyze and solve problems as well as the ability to learn rapidly, adapt quickly to change, and to manage and prioritize multiple concurrent projects. Ability to exercise independent judgment and make sound business decisions effectively. Knowledge of Microsoft Office Suite as well as other business-related software. Demonstrated leadership skills Education & Experience Bachelor's degree or equivalent experience. Completion of a formal underwriting training program or minimum one year underwriting experience. #LI-KE1 #LI-Hybrid In 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 $47,000 to $78,000 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 3 weeks ago

Huntington Bancshares Inc logo
Huntington Bancshares IncTexas, AL
Description Summary: Huntington Bank's Commercial Relationship Manager III, Licensed serves as the point person in determining the customer's needs and meeting them through the seamless delivery of the bank's products, services, and associated resources. Duties and Responsibilities: Responsible for ensuring the optimizing of all customer relationships which entails developing revenue growth through generation and cross selling of all applicable bank products including deposits, loans, and other services in all Huntington segments to customers. Develops, maintains, and grows profitable customer relationships within a targeted market segment by coordinating all sales and service efforts. Required metrics for the licensed Commercial Relationship Manager III is a combined $100 million or greater in Portfolio Exposure and $2 million or greater in Annualized Contribution, or responsibility for client relationship management within Municipal and Tax-Exempt Lending. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree 7 or more years of Large Government/Higher Education/Non-Profit Lending related experience Series 52 or Series 7 license Preferred Qualifications: Series 63 licenses Knowledge of all bank products and continual development of product expertise. Possess proficiency in credit fundamentals and can determine the appropriate risks on new and prospective customers and transactions so that all relationships are entirely in strategic alignment with the risk profile of the bank, including all front-end guidance. #LI-ME1 #LI-Onsite #CML #Texas Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 30+ days ago

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Armanino McKenna Certified Public Accountants & ConsultantsCentury City, CA

$115,000 - $145,000 / year

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. Job Responsibilities Manage the engagement and workflow of all deliverables for multiple 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. 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. In the process of developing at least one area of industry expertise. 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 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 Preferred Qualifications Master's Degree "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. For Southern California residents, the compensation range for this position: $115,000 - $145,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. 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 30+ days ago

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Armanino McKenna Certified Public Accountants & ConsultantsWoodland Hills, CA

$115,000 - $145,000 / year

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. Job Responsibilities Manage the engagement and workflow of all deliverables for multiple 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. 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. In the process of developing at least one area of industry expertise. 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 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 Preferred Qualifications Master's Degree "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. For Southern California residents, the compensation range for this position: $115,000 - $145,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. 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 30+ days ago

Weaver logo
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 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 30+ days ago

National Giving Alliance logo
National Giving AlliancePhiladelphia / Bucks / Montco area, PA
Director (Board Member) The big picture Play a leading role in the next chapter of an organization that continues to do good in the community since 1885. National Giving Alliance has a 139-year history of providing  new  clothing to individuals in need. Our decorated past includes leadership from two First Ladies (Edith Roosevelt and Frances Cleveland), more than 900 local branches across the US at our peak, and over 127 million garments provided across our history – many of them handmade in the early years – to those in need.  In recent decades the organization declined from its former glory as a ubiquitous volunteer organization. Over the last seven years, with the hiring of a new Executive Director and replenishment of a working board, we've laid the foundation for the start of a new chapter. Our mission is as critical now as ever, and we are strategizing new service and revenue models to modernize our operations and exponentially increase our impact. The shift will move us from a decentralized ad-hoc volunteer model to a sustainable, coordinated, supply chain of goods and services. Ready for the future Last year we completed phase 1 of our new strategic planning process, reimagined our vision and mission for the future in the most significant realignment in the organization's history, and improved our bylaws and governance structure to best practices. New Vision:   All people have the dignity and self-confidence to reach their unique potential. New Mission:  NGA provides new clothing, essential items and other services so that children and youth have the resources to safely develop to their potential. We need to build out our board with top-quality board members who can steward the organization to new heights. It's high-impact work. You will guide our operational and capital strategies that will help NGA grow not 10% but 10x in the years ahead. Your work to make NGA better will directly make our communities better. Board recruitment (YOU!) Specific skill sets we are looking to add to the board: Have the business and financial acumen to read and understand NGA's financial statements and to otherwise help the board fulfill its fiduciary responsibilities Marketing, social media or public relations experience Development and capital campaign experience Legal, accounting/audit, and finance professionals Domain expertise in supply chain and distribution of physical goods Industry experience in clothing/textiles, regional/national rolodex in that industry Expertise in child/youth development (social work, psychological, etc.) Individuals with access to corporate and high-net worth donor networks. Board members are expected to leverage personal relationships and connections to help the development committee and staff identify and solicit potential funders Serve on one or more committees of the board and to actively participate in committee work We are looking for individuals with prior non-profit board experience. Our board is currently at 12 members and we're looking to add up to 6 more in the first half of 2025. Diversity – in every sense of the word – is a top priority for this process. The headquarters is in Warminster, PA, and we're looking for board members located both in the Philadelphia region and excellent candidates anywhere in the country (board and committee meetings are conducted often virtually and always hybrid, so remote participation is easy). We want NGA board membership to be a rewarding experience for everyone involved, so we've taken great care recently to document what we are looking for in our board members (and likewise what we reciprocate):   NGA Board Member Agreement

Posted 30+ days ago

NorthPoint Search Group logo
NorthPoint Search GroupMilwaukee, WI
Assurance Manager- Non Profit- Milwaukee, WIWho: An experienced audit professional with 5+ years of public accounting experience and strong leadership capabilities.What: Lead and deliver industry-focused assurance services while managing engagements, supervising staff, and advising clients.When: Full-time position available immediately.Where: Hybrid role based in the client’s regional office Milwaukee, WI.Why: To grow your career in a specialized industry segment while contributing as a trusted advisor and team leader within a rapidly growing firm.Office Environment: Flexible, collaborative, professional setting with structured development programs and autonomy in managing your schedule.Salary: Competitive compensation aligned with experience and credentials.Position Overview:This role provides the opportunity to become an industry expert while guiding assurance engagements, advising clients, supporting business growth, and mentoring staff in a dynamic and expanding public accounting environment.Key Responsibilities:● Serve as a trusted advisor delivering assurance and consulting services to industry-focused clients.● Engage proactively with clients to understand goals, challenges, and operational needs.● Lead and manage fieldwork to ensure high-quality service and timely deliverables.● Implement testing procedures, evaluate internal control deficiencies, and recommend improvements.● Provide financial statement guidance and business insights based on testing and analysis.● Manage engagement staffing, billing, and profitability targets.● Build and maintain strong internal and external relationships through networking and community involvement.● Invest in professional development and participate in firm-wide learning initiatives.● Coach and mentor team members, supporting their growth and professional goals.Qualifications:● Bachelor’s degree in accounting required; master’s degree preferred.● Active CPA required.● 5+ years of financial statement audit experience in public accounting.● 2+ years of supervisory experience with mentoring responsibilities.● Industry experience in nonprofit preferred.● Strong management, analytical, organizational, and communication skills.● Ability to lead teams, deliver exceptional client service, and manage projects effectively.● High proficiency with Microsoft Office and related software.● Eligibility to work in the U.S. without sponsorship preferred.If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now. Powered by JazzHR

Posted 1 day ago

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Voice 8 SystemHuntsville, TX
Passionate About Helping Others? Become a Work-from-Home Non Profit Donation Specialist! Are you looking to turn your passion for helping into a fulfilling career? Join our team as a Work-from-Home Non Profit Donation Specialist and support non-profit organizations by processing donations. Your Role: Manage inbound and outbound calls to handle donation processing. Offer excellent customer service and address donor queries. Ensure accurate data entry and follow up as needed. Achieve performance metrics and unlock advancement opportunities. What You Need: High school diploma or equivalent. 6 months remote or 1 year in a traditional role. Strong communication skills and a quiet workspace. Basic computer skills and flexibility with scheduling. Perks: Work from home with a pay rate of $14-15/hour. - Pay rate of $0.20 to $0.32 per talk minute Opportunities for career growth based on performance. Flexible hours—work evenings and weekends if you choose. - Set your own schedule Join a supportive team dedicated to making a difference. If you're dedicated and empathetic, apply today and help us support meaningful causes!

Posted 4 days ago

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Kaizen AdvanceAtlanta, GA
Join us to support non-profit organizations by processing donations via incoming phone calls and providing donors with quality customer service. This position offers the chance to support a wide range of non-profit and governmental organizations and allows you the flexibility to work from home. If you are an excellent communicator, motivated, and passionate about helping others, we want you on our team. Types of Clients: - Nonprofit/Charity TV, and Radio stations - Child welfare agencies - Veteran support groups - Spiritual and religious organizations - Animal advocacy groups Requirements: - Minimum 6 months of remote call center experience or 1 year in-office call center experience - Must be a US Resident - Must be at least 18 years old - Must use a Windows 11 PC - Quiet, professional background for calls - Able to type at least 40 words per minute - Intermediate computer skills - Able to pass a background check - Must be able to complete a voice assessment and a mock call Preferred Skills: - Highly organized and self-motivated - Excellent communication skills - Intermediate PC proficiency - Reliable and Dependable - Able to provide excellent customer service Benefits - Inbound phone work: $0.20 - $0.32 per talk minute depending on the project - Experienced agents can earn up to $0.35 per talk minute - Additional opportunities in email, ticket, and chat support available with varied pay rates - Flexible hours with 24/7 availability

Posted 30+ days ago

T logo
The Bottom Line®Friendswood, TX

$32 - $38 / hour

COMPANY OVERVIEW The Bottom Line® helps eCommerce and Online Business owners grow profitably with personalized tax planning, bookkeeping, tax prep, and industry-leading service. We were founded in 1996 and launched into the online space circa 2013, partnering with many elite online brands today. TBL makes serious work fun to help create meaningful jobs, opportunities, and second chances as part of its global mission. The Bottom Line® is a 100% remote organization virtually headquartered in Friendswood, TX, with virtual team locations in Texas, Tennessee, Missouri, West Virginia, and North Carolina. The Bottom Line® is an Equal Opportunity Employer. VISION FOR ROLE We are looking for a CPA to fill the Profit & Tax Professional role. You will serve as your client’s strategic partner, processor, and protector to drive industry-leading customer service in profit & tax planning without bill shock, dread, or worry. AREAS OF OWNERSHIP For each of your clients, you will be responsible for: Profit and tax planning Seasonal federal and state tax filings and analysis Complete and advise on quarterly estimated income tax payments Performing bookkeeping work in Xero and/or QuickBooks (including reconciliations, cleanups, and financial reviews) and providing accurate financial snapshots Conduct cash flow analysis and financial forecasting as assigned Manage onboarding and renewals Promote client and team success ROLE REQUIREMENTS Certified Public Accountant (CPA) certification 4–7 years of hands-on bookkeeping and accounting experience (not just oversight/review) plus strong tax preparation and planning experience 4-7 years in client success, account management, tax planning, and tax preparation Demonstrated proficiency with QuickBooks and Xero (including reconciliations, cleanups, and preparing books for tax readiness) Proficiency using Google Apps such as Mail, Calendar, Drive, Docs, Sheets, Meet, etc. Proficiency in adopting cloud-based technology, i.e., Canopy, Drake, Xero, QuickBooks, etc. Ability to improve client relationships and retention both inbound and outbound Highly detailed and organized when it comes to client work and project management Experience handling confidential information with intention and discretion, minimizing errors Caring, empathetic communicator who prides oneself on being a valuable resource and partner Experience working in a virtual, entrepreneurial environment and can adapt to change quickly Easily provides a home office environment that is quiet, professional, and maximizes productivity POSITION OVERVIEW This Profit & Tax Pro role is a part-time, hourly position, averaging up to 20 hours per week. Hours may vary depending on client needs and workload, with the opportunity to advance to full-time status within 6 to 12 months based on performance and company growth. You will be eligible for a 401k plan for payroll-directed contributions after the first 12 months, plus you will be eligible for unlimited PTO and 10 paid holidays that include a two-week all-company shutdown between Christmas and New Year's after your 90-day introductory period. We also provide a 100% remote work environment along with a wide range of growth and learning opportunities. There will be requirements for travel on a quarterly or annual basis to participate in team retreats and/or client events, paid for by the company. We also offer a Profit First Rewards Program, which is a voluntary, discretionary profit-sharing benefit that employees are eligible for after six months of service. POSITION SALARY This part-time, hourly position offers a pay range of $32-$38 per hour. Powered by JazzHR

Posted 30+ days ago

Foundation Fighting Blindness logo
Foundation Fighting BlindnessSan Francisco, CA

$85,000 - $93,000 / year

The Development Manager is accountable for the revenue, volunteer management, and planned activities for volunteer chapter communities in San Francisco, Seattle, and Oregon. The Foundation chapter network brings people together across the country to join in fighting blinding retinal diseases. Our chapters focus on three key areas: revenue, resources, and education. This position is the “face” of our organization, the first point-of-contact for our chapter members and business leaders within their communities. Our Development Managers forge strong relationships with individuals and organizations, raise funds, provide information about local resources, and share scientific advancements that assist individuals through their personal journey. This role involves managing relationships, developing fundraising strategies, and coordinating fundraising events to achieve revenue goals for the chapter communities. The Development Manager will collaborate with various internal teams and external volunteers to ensure alignment with organizational priorities and to leverage local strategies. Primary Responsibilities: The following are representative of the duties and responsibilities associated with this position and are not meant to be an all-inclusive list: Fundraising Develop and implement innovative fundraising strategies to surpass the previous year’s financial achievements Strengthen ties with corporate sponsors, volunteer committee members, event attendees, and honorees to secure sponsorships and sustained support Lead, engage in and contribute to event committee meetings, ensuring successful coordination implementation of events Proactively seek and connect with potential contributors for various organizational initiatives and campaigns Partner with internal VisionWalk and Special Event teams to plan and execute significant events that meet or surpass fundraising goals and exemplify best practices Establish and nurture a network of community relationships, representing the Foundation and uncovering new support opportunities Volunteer Leadership Engagement Cultivate and expand volunteer chapters focused on fundraising, partnerships, and community education. Collaboratively craft a strategic plan with the Regional Director, outlining key milestones and success metrics Recruit, guide, and activate a dedicated team of volunteer leaders for chapter activities and special events; Maintain dynamic membership and offering continuous volunteer opportunities Host engaging chapter events both in-person and virtually to disseminate valuable information and foster community ties Engage and steward volunteers and donors, prioritizing retention, recognition, and growth through effective moves management strategies Build strong internal connections: Support peer initiatives and enhance donor involvement to achieve fundraising goals. Administrative/Operational Proactively utilize the donor database for recording donor details, pinpointing engagement prospects, assessing philanthropic potential, and generating various reports Recognize the distinct characteristics of the chapter community and offer tailored advice to leverage strengths and navigate obstacles, ensuring optimal outcomes Manage the storage and distribution of community materials and collateral Gain a solid understanding of relevant scientific concepts to effectively disseminate knowledge, share insights, and highlight the organization’s impact Essential Qualifications Include: Must have 3+ years of successful event fundraising, including collaboration with volunteers Proven ability to recruit, lead, and motivate volunteer groups or non-profit organization chapters Exceptional interpersonal, verbal, and written communication skills Proven ability to work effectively with individuals from diverse backgrounds and varying abilities Willingness to travel (anticipated 20-25%) Ability to work flexible hours, including evenings and weekends Highly organized and detail-oriented; Capable of managing multiple projects simultaneously with the flexibility to address and resolve issues efficiently Enthusiastic, takes initiative, and demonstrates strong follow-up skills Applied experience with budget preparation, budget management, and reporting Familiarity with Microsoft Office products and databases (e.g., Salesforce, Virtuous, Raiser’s Edge). Deep commitment to the mission of the Foundation Fighting Blindness Position Specifics: Internal title: Community Manager- PNW Territory Location: Bay Area--relocation not provided Work Environment: Work from home office with frequent travel within communities and occasional travel for trainings, and meetings HP or MAC laptop, monitor, printer, $120.00 monthly technology stipend provided The budgeted starting salary range: $85k–$100k. This range is what we reasonably expect to offer for this role and considers factors including but not limited to: geographic market, skill sets, depth of experience, and salary equity to internal roles Additional Compensation: 5% annual bonus Full-time, M-F with flexibility; some evening and weekends required. Reporting to Regional Director; no direct reports Powered by JazzHR

Posted today

Sikich logo
SikichNaperville, Illinois
Description STAFF ACCOUNTANT (FOR-PROFIT) Naperville, 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 For-Profit) 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 Sikichis 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 and Sikich's internal equity, the midpoint of the salary range for this role is $78,000. 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 day ago

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CNA Financial Corp.Metairie, LA

$47,000 - $78,000 / year

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 broad supervision, responsible for underwriting risks in a renewal book of business for Private/Non-Profit Management Liability. Works within limited authority on assignments of moderate technical complexity. 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 moderate technical underwriting skills. Determines acceptability of risk in accordance with company guidelines and standards. Recommends appropriate pricing and coverage modifications or enhancements for risks after complete analysis and consideration of applicant documentation, business factors and competitive situations. Prepares quotes and answers questions from agencies, internal and external contacts and escalates issues as necessary. Prepares written communication on adverse underwriting decisions, rate appeals, underwriting requirements, status and declinations. Verbally notifies agents of decisions where appropriate in order to ensure clear understanding of the decision. Analyzes quality, quantity, and profitability of risks underwritten and prepares reports for management review. May assist in marketing products and services through agencies or through the brokerage community and makes field visits. Develops and maintains positive agency and/or broker relationships to ensure positive outcomes. Keeps current on state/territory issues, regulations and trends. Works with more senior underwriters or management on risks exceeding authority level or requiring special handling. Develop proficiency in all relevant CNA systems. Also, may update the underwriting systems. Skills, Knowledge & Abilities Knowledge of underwriting and insurance industry theories and practices. Developing technical expertise and negotiation skills and product specific knowledge of Private/Non-Profit Management Liability. Strong interpersonal and communication skills. Ability to effectively interact with all levels of CNA's internal and external business partners. Ability to work independently. Strong ability to identify, analyze and solve problems as well as the ability to learn rapidly, adapt quickly to change, and to manage and prioritize multiple concurrent projects. Ability to exercise independent judgment and make sound business decisions effectively. Knowledge of Microsoft Office Suite as well as other business-related software. Demonstrated leadership skills Education & Experience Bachelor's degree or equivalent experience. Completion of a formal underwriting training program or minimum one year underwriting experience. #LI-KE1 #LI-Hybrid In 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 $47,000 to $78,000 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 3 weeks ago

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CNA Financial Corp.Portland, OR

$47,000 - $78,000 / year

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 broad supervision, responsible for underwriting risks in a renewal book of business for Private/Non-Profit Management Liability. Works within limited authority on assignments of moderate technical complexity. 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 moderate technical underwriting skills. Determines acceptability of risk in accordance with company guidelines and standards. Recommends appropriate pricing and coverage modifications or enhancements for risks after complete analysis and consideration of applicant documentation, business factors and competitive situations. Prepares quotes and answers questions from agencies, internal and external contacts and escalates issues as necessary. Prepares written communication on adverse underwriting decisions, rate appeals, underwriting requirements, status and declinations. Verbally notifies agents of decisions where appropriate in order to ensure clear understanding of the decision. Analyzes quality, quantity, and profitability of risks underwritten and prepares reports for management review. May assist in marketing products and services through agencies or through the brokerage community and makes field visits. Develops and maintains positive agency and/or broker relationships to ensure positive outcomes. Keeps current on state/territory issues, regulations and trends. Works with more senior underwriters or management on risks exceeding authority level or requiring special handling. Develop proficiency in all relevant CNA systems. Also, may update the underwriting systems. Skills, Knowledge & Abilities Knowledge of underwriting and insurance industry theories and practices. Developing technical expertise and negotiation skills and product specific knowledge of Private/Non-Profit Management Liability. Strong interpersonal and communication skills. Ability to effectively interact with all levels of CNA's internal and external business partners. Ability to work independently. Strong ability to identify, analyze and solve problems as well as the ability to learn rapidly, adapt quickly to change, and to manage and prioritize multiple concurrent projects. Ability to exercise independent judgment and make sound business decisions effectively. Knowledge of Microsoft Office Suite as well as other business-related software. Demonstrated leadership skills Education & Experience Bachelor's degree or equivalent experience. Completion of a formal underwriting training program or minimum one year underwriting experience. #LI-KE1 #LI-Hybrid In 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 $47,000 to $78,000 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 3 weeks ago

Weaver logo
WeaverNew York, NY
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 or Director 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 or Director 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

RKL eSolutions logo

Not-For-Profit Audit Manager

RKL eSolutionsAllentown, PA

$100,000 - $120,000 / year

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Job Description

The Audit Manager oversees the audit process while helping 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.

The Audit Manager is heavily involved in new and existing client business development and community involvement activities. They provide exceptional client service as a trusted business advisor.

Success Factors

Responsibilities

  • Lead and supervise the execution of audit engagements of clients across multiple industries
  • Review and audit business transaction cycles such as treasury, revenues, purchases, payroll, and capital expenditures
  • Collaborate to plan engagement objectives and 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 with client oversight
  • Visit client onsite for required audits and/or other financial inquiries as needed
  • Answer client calls and emails in a timely manner and with a solution-oriented approach
  • Provide quality service in a timely and coordinated manner
  • Research accounting and auditing issues lever available audit technology
  • Read prior year financial statements and client website and actively seek out information from team members to gain understanding of client business and industry
  • Proactively inform engagement team of work status and request information from client as needed
  • Ensure client deliverables are met within expectations and set deadlines
  • Identify and introduce other firm services based on client needs and discovered opportunities
  • Supervise team members on engagements and provide guidance on an ongoing basis; as well as actively communicate with engagement Partners
  • 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 utilize active research to improve and develop technical expertise; apply learned concepts
  • Collaborate with leader to identify opportunities for efficiencies and proactive engagement management

People Management/Relationships

  • Take initiative to be a team lead (proactively seek opportunities to help others)
  • Treat everyone with respect
  • Develop loyalty and trust within the team
  • Successfully adapt to different personalities and working styles
  • Proactively and effectively communicate information regarding status issues to team members
  • Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; be open to new ideas and suggestions

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
  • Strong leadership and coaching skills
  • 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
  • Demonstrated ability to take the lead on client engagements and develop new and existing business
  • Working knowledge of Microsoft Office suite products and technologically-savvy
  • Self-motivated and willing to enhance accounting and advisory knowledge

Education, Experience and Certifications

  • Bachelor's degree in Accounting
  • CPA certification preferred
  • 5+ years' experience in preparation of financial statements and applied working knowledge of US GAAP preferred
  • 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:

$100,000 - $120,000

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