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Tax Manager - High Net Worth, Trust And Estate-logo
Tax Manager - High Net Worth, Trust And Estate
Wipfli LLPLincolnshire, IL
Overview At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role within Wipfli will primarily focus on the review of current estate plans, if applicable, and of estate enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery dates and attending internal collaboration meetings. An understanding of trust agreement language and UniformPrincipal and Income Act ("UPIA") will be essential to the role. Responsibilities Responsibilities: Researching basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, with a primary focus on income/estate tax matters. Preparing written deliverables, such as emails, memos, and Excel matrices, that document client issues and facts, apply relevant guidance, and provide conclusions about estate matters. Responding to internal and external client and firm associate requests in a timely, accurate, positive and professional manner. Communicating with engagement leaders regarding open items or other important matters in a timely manner, and meeting prescribed budgets and deadlines. Performing estate tax calculations using Microsoft Excel, number crunchers or other available systems. Participate in developing standardized approaches and methodologies for improving the quality and time‐to‐delivery of estate plan solutions. Knowledge, Skills and Abilities Qualifications: 5+ years of experience working with individuals, fiduciary, estate and gift compliance Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience CPA certification required in the respective state in which they are practicing Knowledge and understanding of wealth transfer planning vehicles Experience and knowledge of comprehending trust agreement language Experience and knowledge of income tax and estate value impact of various trust vehicles including: Charitable remainder and lead trusts Spousal lifetime access trusts Intentionally defective grantor trust Qualified Personal Residence Trust Grantor Retained Annuity trusts Ability to quickly become proficient or experience with charting estate plans derived from legal documents Ability to quickly become proficient or experience in drafting written correspondence explaining estate plans derived from legal documents Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-AF1 #LI-Hybrid Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $103,000 to $154,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.

Posted 30+ days ago

Trust & Estate Settlement Advisor-logo
Trust & Estate Settlement Advisor
First Busey CorporationCarmel, IN
Position Summary The Trust and Estate Settlement Advisor is primarily responsible for oversight and management of a personal book of postmortem trust and estate settlement accounts, as well as, assisting and being a resource for the management of postmortem trust and estate settlement accounts across the organization. This position will report to the Director of Estate Settlement. Duties & Responsibilities Effectively oversee, manage and support postmortem trust and estate settlement account administration within wealth management in accordance with the terms of the governing instruments, trust and estate laws, local law, tax law and sound fiduciary principles. Participate in all facets of administration, including collection of assets, investment management decisions and coordination with tax partners. Maintain contact and communicate regularly with Advisors, beneficiaries, attorneys, accountants and other interested parties on all aspects of administration, including maintaining client files, preparing materials for client meetings, managing deadlines, collecting information necessary to complete reporting and filing requirements and attending to clients concerns and needs. Stay informed of all Bank and Wealth Management policies and applicable state and federal regulations. Collaborate with Fiduciary Advisors to effectively manage client expectations, create a good client experience and participate in relationship retention efforts. Responsible for outreach to the Wealth, Commercial and Retail team for internal educational opportunities and sales opportunities by active promotion of Trust and Estate Settlement services. Participate in development and implementation of Trust and Estate Settlement Services policies and procedures. Education & Experience Knowledge of: Probate or post-death settlement of trusts and/or estates Technical expertise on federal and state estate tax, and postmortem administration of trusts and estates Familiar with fiduciary, legal, accounting and tax concepts Strong verbal and written communication skills Excellent time management skills Strong relationship management and team building skills Strong sales, presentation and client service skills Knowledge of standard business systems, including but not limited to trust accounting systems, Microsoft Office and Outlook Ability to: Travel as needed Analyze and interpret governing trust or estate documents, professional journals, technical procedures, governmental regulations and federal and state statutes Make independent decisions and provide timely client follow-up Promote teamwork and collaboration across all areas of Wealth Management Leverage expertise within Busey Wealth Management Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required Education and Training: Requires a four-year college degree and preferably completion or enrollment in desirable wealth management designations, including MBA, CFP , JD CFA, and/or CPA. Requires experience or demonstrated understanding of wealth management solutions including investments, banking and trust concepts including, but not limited to asset allocation, advanced estate planning, retirement plans, insurance, and identification/implementation of additional wealth planning opportunities. On-going development and broadening of appropriate knowledge and skills. Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $80,000.00 - $110,000.00 /year) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

Posted 30+ days ago

Trust & Estate Tax Senior Manager - Private Client Services (Pcs)-logo
Trust & Estate Tax Senior Manager - Private Client Services (Pcs)
EisnerAmperPhiladelphia, PA
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while also demonstrating proficiency in business development, marketing, and recruitment efforts. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed below. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations. Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. Take on the primary review of complex tax returns and maintain regular communication with clients. Cultivate and nurture relationships with clients, staff members, and external third-party client vendors. Provide training and supervision to staff members, including reviewing and evaluating their work. Occasional local travel to clients' locations may be required. Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements. Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services. Hold self and direct reports responsible for achieving developmental goals Basic Qualifications: Bachelor's Degree in Accounting or equivalent field is required 8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation Recent Public Accounting experience CPA, JD, or IRS Enrolled Agent Certification Preferred/Desired Qualifications: Master's Degree in Taxation or relevant field Experience using GoSystems or CCH Axcess tax software EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future. As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about, but pursue it. Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees including 400 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com. Preferred Location: Philadelphia

Posted 3 weeks ago

Account Executive, Real Time Awareness-logo
Account Executive, Real Time Awareness
AxonSan Antonio, TX
Join Axon and be a Force for Good. At Axon, we're on a mission to Protect Life. We're explorers, pursuing society's most critical safety and justice issues with our ecosystem of devices and cloud software. Like our products, we work better together. We connect with candor and care, seeking out diverse perspectives from our customers, communities and each other. Life at Axon is fast-paced, challenging and meaningful. Here, you'll take ownership and drive real change. Constantly grow as you work hard for a mission that matters at a company where you matter. Your Impact Real Time Awareness(RTA) is an exciting initiative within Axon, focused on the use of Axon's technology for domestic law enforcement and public safety. Our Account Executives are responsible for partnering with Axon's broader US sales team to sell RTA products and services to all sizes of state and local law enforcement agencies including State Patrol. This is an external field position. They excel at articulating complex solutions, building successful senior level relationships, and selling complex technical solutions in an emerging market. Account Executives also provide technical and administrative product information, demonstrations, and/or product training. At Axon, our goal is to make you feel valued for your contributions to the company's mission: protect life. We are looking for intelligent people who are passionate for technology and making huge impacts within the public safety industry. Every single day we strive to build an environment where people can succeed in their role and enjoy coming to work. What You'll Do Territory: All over the United States, must live within 1 hour of a major airport, preferably in a Mountain or Central Time Zone. Requires a heavy travel commitment You develop a deep technical understanding of Axon's RTA products and technology offerings in order to sell into domestic law enforcement agencies throughout your territory You will partner with the broader Axon sales team as a functional expert on the Air program, to sell RTA as a specific offering You leverage Google alerts, RFP requests, and other sources to generate leads and pursue opportunities You are customer centric - you know the customer's business and workflows, can develop a proper contact network within assigned accounts, and establish relationships to drive overall customer happiness You develop and execute account strategy by collaborating with the team to deliver stronger and more impactful value propositions You will make forecast predictions, update management of accounts in a timely fashion, collect intelligence on competitor activity, and give feedback to marketing for continual improvement You track customer activity in Salesforce and other internal systems to execute on account strategy and identify additional opportunities What You Bring Bachelor's Degree or equivalent applicable experience 3+ years in a Saas Account Executive role Salesforce or equivalent CRM experience Highly proficient computer skills including MS Word, PowerPoint, Excel and Outlook Prominent organization and presentation skills Willing to travel 60% or more within your territory (3-4 days a week, including overnights) Strong understanding of drones, cloud and virtualization technology Able to strategically approach and win accounts as well as continue to grow or expand existing accounts Standout colleague that helps support teammates to reach success You focus on a Solutions / Consultative sales process to ensure the right fit and long term success with your customers End to end sales process experience - especially strong in prospecting, discovery, objection handling, and closing accounts Ready to own & build a multi-state territory to success Ability to work in an entrepreneurial fashion within a new initiative for the company Startup experience & some vertical experience is a plus You want to make a difference in society and grow within the organization Benefits that Benefit You Competitive salary and 401k with employer match Discretionary paid time off Paid parental leave for all Medical, Dental, Vision plans Fitness Programs Emotional & Mental Wellness support Learning & Development programs And yes, we have snacks in our offices Benefits listed herein may vary depending on the nature of your employment and the location where you work The Pay: The compensation for this role is made up of an uncapped commissions and a starting base pay between USD 97500 in the lowest geographic market and USD 156000 in the highest geographic market. On average, the national commissions target for this role is USD 250000. The actual base pay is dependent upon many factors, such as: experience, training, transferable skills, work experience, business needs, and geographic market demands and often a combination of all these factors. Our benefits offer an array of options to help support you physically, financially and emotionally through the big milestones and in your everyday life. To see more details on our benefits offerings please visit www.axon.com/careers/benefits. Don't meet every single requirement? That's ok. At Axon, we Aim Far. We think big with a long-term view because we want to reinvent the world to be a safer, better place. We are also committed to building diverse teams that reflect the communities we serve. Studies have shown that women and people of color are less likely to apply to jobs unless they check every box in the job description. If you're excited about this role and our mission to Protect Life but your experience doesn't align perfectly with every qualification listed here, we encourage you to apply anyways. You may be just the right candidate for this or other roles. Important Notes The above job description is not intended as, nor should it be construed as, exhaustive of all duties, responsibilities, skills, efforts, or working conditions associated with this job. The job description may change or be supplemented at any time in accordance with business needs and conditions. Some roles may also require legal eligibility to work in a firearms environment. Axon's mission is to Protect Life and is committed to the well-being and safety of its employees as well as Axon's impact on the environment. All Axon employees must be aware of and committed to the appropriate environmental, health, and safety regulations, policies, and procedures. Axon employees are empowered to report safety concerns as they arise and activities potentially impacting the environment. We are an equal opportunity employer that promotes justice, advances equity, values diversity and fosters inclusion. We're committed to hiring the best talent - regardless of race, creed, color, ancestry, religion, sex (including pregnancy), national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, genetic information, veteran status, or any other characteristic protected by applicable laws, regulations and ordinances - and empowering all of our employees so they can do their best work. If you have a disability or special need that requires assistance or accommodation during the application or the recruiting process, please email recruitingops@axon.com. Please note that this email address is for accommodation purposes only. Axon will not respond to inquiries for other purposes.

Posted 2 weeks ago

Senior Director, Real Time Operations (Rto) Saas Delivery-logo
Senior Director, Real Time Operations (Rto) Saas Delivery
AxonSeattle, WA
Join Axon and be a Force for Good. At Axon, we're on a mission to Protect Life. We're explorers, pursuing society's most critical safety and justice issues with our ecosystem of devices and cloud software. Like our products, we work better together. We connect with candor and care, seeking out diverse perspectives from our customers, communities and each other. Life at Axon is fast-paced, challenging and meaningful. Here, you'll take ownership and drive real change. Constantly grow as you work hard for a mission that matters at a company where you matter. Your Impact At Axon, we're not just delivering products-we're transforming how public safety agencies operate. As we expand our impact, we're seeking an innovative leader to tackle complexity head-on and turn challenges into scalable solutions that drive real-world change. Axon's breadth of product offerings and high flexibility for meeting customer needs results in dynamic and complex customer agreements that can be challenging to implement. Your problem-solving skills, business acumen, technical expertise and industry experience will come into play as you find effective ways to enhance and scale the software deployment experience. You will be able to help Axon reach new heights by enabling faster and more effective means of deploying our offerings at scale. What You'll Do Location: Hybrid in one of our US based hubs (Atlanta, Boston, Denver, San Francisco, Scottsdale, or Seattle metro areas) Reports to: VP, Software Services Owns the successful go-live and customer satisfaction for complex SaaS public safety Real Time Operations solutions (Fusus). Deploying Fusus from Axon involves installing cloud components, integrating cameras and systems like CAD, configuring user access, and training personnel to deliver a real-time intelligence platform. Owns and manages the discovery analysis, statements of work, product gap assessments, project planning, execution, on-site training and project close out. Motivates, inspires, leads and scales a rapidly growing team of 60+ people with skills in business analysis, engineering, solution architecture, integrations, and implementation across the global PSO team. Partners closely with Product to influence the product and tool enhancements that shorten our deployment times Identifies Systems Integrators and contractor to augment Axon's service delivery operations Maintains a strong partnership with Sales to align on customer priorities and communicate issues and concerns as it relates to customer sentiment and help needed Drives the pace of deployments for Fusus by identifying scaling opportunities, and proposing new processes and or tooling Influences roadmap and specifications through close collaboration with Product and R&D teams. Collaborates with Training to optimize the delivery of content and solutions. Partners with functional teams across the organization to deliver high-quality desired outcomes (Hardware deployments, Technical Account Management, Finance, People Operations, and R&D). Partner with Finance to build a comprehensive capacity and resource model and strategy that enables flexibility and ensures we meet our SLA Stays current with industry best practices and competitive intel to help shape and evolve Axon's software services organization Proactively monitors and strives to maintain high levels of quality, accuracy, and process consistency. Can closely monitor and report on the health of projects and agencies as it relates to SW deployments Establishes KPIs and tracks to ensure individual and overall organizational performance Builds a strong team, establishes succession plans, and provides coaching and mentorship to employees Identifies new ways of working and can reduce costs to increase margins Owns the go-to-market software services RTO pricing strategy with input from Sales and Product Travel expectation: 10-25% What You Bring Bachelor's degree in business, engineering, or an applicable field 10+ years of experience leading SaaS deployment teams Powerful communicator (both oral & written) Demonstrated ability to influence cross-functionally to achieve results Demonstrated ability to work in a dynamic, fast-paced, changing environment Deploying new products under tight constraints. Success on the front lines of deploying solutions that require customers to change their behaviors while accommodating fixed requirements, time, and resources. Bring best practices from SaaS deployment to evangelize a vision for Axon. Excellent talent assessment and leadership skills. Judgment to craft a clear vision, build the processes and team, and execute to pursue that vision. External-facing customer skills. Demonstrated ability to interface directly with customers, professional demeanor, and ability to establish trust with customers. Must pass a Criminal Justice Information Services (CJIS) background check and maintain confidential and highly sensitive information. Preferred Qualifications Specific experience with public safety software implementations MBA Degree Relies on a systematic and analytical approach to sales growth and sales operations Demonstrated ability to work in a dynamic, fast-paced, changing environment Experience implementing new operational technologies with the sales force, including business analytics tools Experience with start-ups and larger companies Experience scaling a services org from scrappy to something large and efficient/effective Has successfully led a dispersed work force environment Extensive experience with CRM technology and strategy development using Salesforce.com International experience in markets such as the UK, Canada, Australia, Brazil, Spain, Italy, France, etc. Benefits that Benefit You Competitive salary and 401k with employer match Discretionary paid time off Paid parental leave for all Medical, Dental, Vision plans Fitness Programs Emotional & Mental Wellness support Learning & Development programs And yes, we have snacks in our offices Benefits listed herein may vary depending on the nature of your employment and the location where you work. The Pay: Axon is a total compensation company, meaning compensation is made up of base pay, bonus, and stock awards. The starting base pay for this role is between USD 167,025 in the lowest geographic market and USD 267,240 in the highest geographic market. The actual base pay is dependent upon many factors, such as: level, function, training, transferable skills, work experience, business needs, geographic market, and often a combination of all these factors. Our benefits offer an array of options to help support you physically, financially and emotionally through the big milestones and in your everyday life. To see more details on our benefits offerings please visit www.axon.com/careers/benefits. Don't meet every single requirement? That's ok. At Axon, we Aim Far. We think big with a long-term view because we want to reinvent the world to be a safer, better place. We are also committed to building diverse teams that reflect the communities we serve. Studies have shown that women and people of color are less likely to apply to jobs unless they check every box in the job description. If you're excited about this role and our mission to Protect Life but your experience doesn't align perfectly with every qualification listed here, we encourage you to apply anyways. You may be just the right candidate for this or other roles. Important Notes The above job description is not intended as, nor should it be construed as, exhaustive of all duties, responsibilities, skills, efforts, or working conditions associated with this job. The job description may change or be supplemented at any time in accordance with business needs and conditions. Some roles may also require legal eligibility to work in a firearms environment. Axon's mission is to Protect Life and is committed to the well-being and safety of its employees as well as Axon's impact on the environment. All Axon employees must be aware of and committed to the appropriate environmental, health, and safety regulations, policies, and procedures. Axon employees are empowered to report safety concerns as they arise and activities potentially impacting the environment. We are an equal opportunity employer that promotes justice, advances equity, values diversity and fosters inclusion. We're committed to hiring the best talent - regardless of race, creed, color, ancestry, religion, sex (including pregnancy), national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, genetic information, veteran status, or any other characteristic protected by applicable laws, regulations and ordinances - and empowering all of our employees so they can do their best work. If you have a disability or special need that requires assistance or accommodation during the application or the recruiting process, please email recruitingops@axon.com. Please note that this email address is for accommodation purposes only. Axon will not respond to inquiries for other purposes.

Posted 3 weeks ago

Senior Director, Real Time Operations (Rto) Saas Delivery-logo
Senior Director, Real Time Operations (Rto) Saas Delivery
AxonDenver, CO
Join Axon and be a Force for Good. At Axon, we're on a mission to Protect Life. We're explorers, pursuing society's most critical safety and justice issues with our ecosystem of devices and cloud software. Like our products, we work better together. We connect with candor and care, seeking out diverse perspectives from our customers, communities and each other. Life at Axon is fast-paced, challenging and meaningful. Here, you'll take ownership and drive real change. Constantly grow as you work hard for a mission that matters at a company where you matter. Your Impact At Axon, we're not just delivering products-we're transforming how public safety agencies operate. As we expand our impact, we're seeking an innovative leader to tackle complexity head-on and turn challenges into scalable solutions that drive real-world change. Axon's breadth of product offerings and high flexibility for meeting customer needs results in dynamic and complex customer agreements that can be challenging to implement. Your problem-solving skills, business acumen, technical expertise and industry experience will come into play as you find effective ways to enhance and scale the software deployment experience. You will be able to help Axon reach new heights by enabling faster and more effective means of deploying our offerings at scale. What You'll Do Location: Hybrid in one of our US based hubs (Atlanta, Boston, Denver, San Francisco, Scottsdale, or Seattle metro areas) Reports to: VP, Software Services Owns the successful go-live and customer satisfaction for complex SaaS public safety Real Time Operations solutions (Fusus). Deploying Fusus from Axon involves installing cloud components, integrating cameras and systems like CAD, configuring user access, and training personnel to deliver a real-time intelligence platform. Owns and manages the discovery analysis, statements of work, product gap assessments, project planning, execution, on-site training and project close out. Motivates, inspires, leads and scales a rapidly growing team of 60+ people with skills in business analysis, engineering, solution architecture, integrations, and implementation across the global PSO team. Partners closely with Product to influence the product and tool enhancements that shorten our deployment times Identifies Systems Integrators and contractor to augment Axon's service delivery operations Maintains a strong partnership with Sales to align on customer priorities and communicate issues and concerns as it relates to customer sentiment and help needed Drives the pace of deployments for Fusus by identifying scaling opportunities, and proposing new processes and or tooling Influences roadmap and specifications through close collaboration with Product and R&D teams. Collaborates with Training to optimize the delivery of content and solutions. Partners with functional teams across the organization to deliver high-quality desired outcomes (Hardware deployments, Technical Account Management, Finance, People Operations, and R&D). Partner with Finance to build a comprehensive capacity and resource model and strategy that enables flexibility and ensures we meet our SLA Stays current with industry best practices and competitive intel to help shape and evolve Axon's software services organization Proactively monitors and strives to maintain high levels of quality, accuracy, and process consistency. Can closely monitor and report on the health of projects and agencies as it relates to SW deployments Establishes KPIs and tracks to ensure individual and overall organizational performance Builds a strong team, establishes succession plans, and provides coaching and mentorship to employees Identifies new ways of working and can reduce costs to increase margins Owns the go-to-market software services RTO pricing strategy with input from Sales and Product Travel expectation: 10-25% What You Bring Bachelor's degree in business, engineering, or an applicable field 10+ years of experience leading SaaS deployment teams Powerful communicator (both oral & written) Demonstrated ability to influence cross-functionally to achieve results Demonstrated ability to work in a dynamic, fast-paced, changing environment Deploying new products under tight constraints. Success on the front lines of deploying solutions that require customers to change their behaviors while accommodating fixed requirements, time, and resources. Bring best practices from SaaS deployment to evangelize a vision for Axon. Excellent talent assessment and leadership skills. Judgment to craft a clear vision, build the processes and team, and execute to pursue that vision. External-facing customer skills. Demonstrated ability to interface directly with customers, professional demeanor, and ability to establish trust with customers. Must pass a Criminal Justice Information Services (CJIS) background check and maintain confidential and highly sensitive information. Preferred Qualifications Specific experience with public safety software implementations MBA Degree Relies on a systematic and analytical approach to sales growth and sales operations Demonstrated ability to work in a dynamic, fast-paced, changing environment Experience implementing new operational technologies with the sales force, including business analytics tools Experience with start-ups and larger companies Experience scaling a services org from scrappy to something large and efficient/effective Has successfully led a dispersed work force environment Extensive experience with CRM technology and strategy development using Salesforce.com International experience in markets such as the UK, Canada, Australia, Brazil, Spain, Italy, France, etc. Benefits that Benefit You Competitive salary and 401k with employer match Discretionary paid time off Paid parental leave for all Medical, Dental, Vision plans Fitness Programs Emotional & Mental Wellness support Learning & Development programs And yes, we have snacks in our offices Benefits listed herein may vary depending on the nature of your employment and the location where you work. The Pay: Axon is a total compensation company, meaning compensation is made up of base pay, bonus, and stock awards. The starting base pay for this role is between USD 167,025 in the lowest geographic market and USD 267,240 in the highest geographic market. The actual base pay is dependent upon many factors, such as: level, function, training, transferable skills, work experience, business needs, geographic market, and often a combination of all these factors. Our benefits offer an array of options to help support you physically, financially and emotionally through the big milestones and in your everyday life. To see more details on our benefits offerings please visit www.axon.com/careers/benefits. Don't meet every single requirement? That's ok. At Axon, we Aim Far. We think big with a long-term view because we want to reinvent the world to be a safer, better place. We are also committed to building diverse teams that reflect the communities we serve. Studies have shown that women and people of color are less likely to apply to jobs unless they check every box in the job description. If you're excited about this role and our mission to Protect Life but your experience doesn't align perfectly with every qualification listed here, we encourage you to apply anyways. You may be just the right candidate for this or other roles. Important Notes The above job description is not intended as, nor should it be construed as, exhaustive of all duties, responsibilities, skills, efforts, or working conditions associated with this job. The job description may change or be supplemented at any time in accordance with business needs and conditions. Some roles may also require legal eligibility to work in a firearms environment. Axon's mission is to Protect Life and is committed to the well-being and safety of its employees as well as Axon's impact on the environment. All Axon employees must be aware of and committed to the appropriate environmental, health, and safety regulations, policies, and procedures. Axon employees are empowered to report safety concerns as they arise and activities potentially impacting the environment. We are an equal opportunity employer that promotes justice, advances equity, values diversity and fosters inclusion. We're committed to hiring the best talent - regardless of race, creed, color, ancestry, religion, sex (including pregnancy), national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, genetic information, veteran status, or any other characteristic protected by applicable laws, regulations and ordinances - and empowering all of our employees so they can do their best work. If you have a disability or special need that requires assistance or accommodation during the application or the recruiting process, please email recruitingops@axon.com. Please note that this email address is for accommodation purposes only. Axon will not respond to inquiries for other purposes.

Posted 3 weeks ago

Data Scientist - NLP & Real World Evidence (Rwe) - Remote-logo
Data Scientist - NLP & Real World Evidence (Rwe) - Remote
Veradigm (formerly Allscripts)Raleigh, NC
Welcome to Veradigm, where our Mission is transforming health, insightfully. Join the Veradigm team and help solve many of today's healthcare challenges being addressed by biopharma, health plans, healthcare providers, health technology partners, and the patients they serve. At Veradigm, our primary focus is on harnessing the power of research, analytics, and artificial intelligence (AI) to develop scalable data-driven solutions that bring significant value to all healthcare stakeholders. Together, we can transform healthcare and enable smarter care for millions of people. Veradigm Life Science The Veradigm Network is well-positioned to address the unique needs of Life Sciences customers. By leveraging the Veradigm Network, research data and associated insights become both an output of care delivery, as well as additional knowledge to improve quality of care, a true virtuous cycle. Our portfolio of solutions provides insights using real-world data directly sourced from the Veradigm Network. These solutions can help Life Sciences customers discover timely, actionable real-world evidence to improve patient experience and outcomes, and demonstrate how their products can benefit appropriate patient populations. Job Summary We are seeking a Data Scientist to join our Life Sciences Data Science team focused on extracting and leveraging insights from unstructured and semi-structured clinical data using Natural Language Processing (NLP) and Machine Learning (ML). This role is critical for transforming raw clinical text into NLP-enriched data to support Real World Evidence (RWE) studies and the Veradigm Network EHR (VNEHR) dataset. The ideal candidate will have experience working with LLMs (preferably Azure OpenAI), a strong foundation in Python-based ML/NLP, SQL, and a demonstrated ability to work cross-functionally with clinicians, product, and operations teams to deliver high-accuracy, production-ready data science solutions. Key Responsibilities NLP & Machine Learning Development Design, develop, and deploy NLP and ML models using Python to extract insights from unstructured and semi-structured clinical text. Leverage Azure OpenAI and other LLM frameworks to enhance clinical data structuring and semantic understanding. Clinical Collaboration & Validation Partner closely with clinical subject matter experts to validate models, ensuring high precision and accuracy in clinical contexts. Iterate on model development using feedback from real-world applications and clinician review. Pipeline & Productionization Collaborate with Operations teams to design, implement, and optimize an end-to-end data science pipeline from R&D to production. Ensure data integrity, reproducibility, and compliance with healthcare regulations and best practices. Data Analysis & Problem Solving Work with clients and stakeholders to identify key business problems and expected outcomes. Explore and assess internal and external data sources to extract relevant features and patterns. Communicate findings, methodologies, and actionable insights to both technical and non-technical audiences. Qualifications Required: Master's degree in Data Science, Computer Science, Biomedical Informatics, or a related field. Proficiency in Python and SQL. Experience developing ML models, particularly with NLP techniques and libraries (spaCy, Scikit-learn, etc.). Preferred: Experience with Azure OpenAI or other large language models. Familiarity with EMR systems, healthcare data standards (e.g. ICD-10, SNOMED). Exposure to cloud environments and big data tools (e.g., Snowflake, Azure, Spark). Demonstrated ability to work with clinical text and health data (e.g., EMRs). Key Skills and Competencies Strong programming and data wrangling skills. Deep understanding of ML development lifecycles, from experimentation to deployment. Strong collaboration and communication skills, including the ability to work across technical and clinical teams. High attention to detail and strong analytical thinking. Understanding of HIPAA, data governance, and healthcare data privacy best practices. Travel: Up to 1-2 times a year Enhancing Lives and Building Careers Veradigm believes in empowering our associates with the tools and flexibility to bring the best version of themselves to work and to further their professional development. Together, we are In the Network. Interested in learning more? Take a look at our Culture, Benefits, Early Talent Program, and Additional Openings. We strongly advocate that our associates receive all CDC recommended vaccinations in prevention of COVID-19. Visa Sponsorship is not offered for this position. At Veradigm, our greatest strength comes from bringing together talented people with diverse perspectives to support the needs of healthcare providers, life science companies, health plans, and the patients they serve. The Veradigm Network is a dynamic, open community of solutions, external partners, and cutting-edge artificial intelligence technologies that provide advanced insights, technology, and data-driven solutions. Veradigm offers a comprehensive compensation and benefits package, including holidays, vacation, medical, dental, and vision insurance, company paid life insurance and retirement savings. Veradigm's policy is to provide equal employment opportunity and affirmative action in all of its employment practices without regard to race, color, religion, sex, national origin, ancestry, marital status, protected veteran status, age, individuals with disabilities, sexual orientation or gender identity or expression or any other legally protected category. Applicants for North American based positions with Veradigm must be legally authorized to work in the United States or Canada. Verification of employment eligibility will be required as a condition of hire. Veradigm is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse and inclusive workforce. From a "VEVRAA Federal Contractor" We request Priority Referral of Protected Veterans This is an official Veradigm Job posting. To avoid identity theft, please only consider applying to jobs posted on our official corporate site. Thank you for reviewing this Veradigm opportunity. Does this look like a great match for your skill set? If so, scroll on down and tell us more about yourself!

Posted 30+ days ago

Senior Real-Time Software Engineer-logo
Senior Real-Time Software Engineer
Commonwealth Fusion SystemsMilpitas, CA
About Commonwealth Fusion Systems: Commonwealth Fusion Systems is on a mission to deliver the urgent transition to fusion energy. Combining decades of research, top talent and new technologies, we’re designing and building commercially viable fusion power plants. And working with policymakers and suppliers to build the energy industry of the future. We’re in the best position to make it happen. Since 2018, we’ve raised over $2 billion in capital – more than any other fusion energy company in the U.S. Now we’re looking for more thinkers, doers, builders, and makers to join us. People who’ll bring new perspectives, solve tough problems, and thrive as part of a team. If that’s you and this role fits, we want to hear from you. Join the power movement as a Senior Real-Time Software Engineer The Real-Time Software Engineer will be responsible for the design, debug, and implementation of the software and controls of advanced R&D equipment and complex machinery. As a member of the controls software team you will be a hands-on technical contributor, a champion of writing excellent quality, production-ready code for mission-critical real-time systems. You will collect functional requirements from customers and produce software solutions to meet these requirements. You will work with simulation and test engineers to integrate your software into software testbeds, hardware testbeds, and the production tools. What you'll do: Work within a multi-disciplinary and proven team of top scientists and engineers Specify, write, and test control software for advanced production equipment Own the specification, design, testing, and implementation of key systems such as interlocks, sensors and actuators, higher level tool control and user interface programming Work closely with process team to outline interfaces and requirements for equipment and software operation for equipment control Engage with mechanical and electrical engineers on concepts, designs, and test plans by providing data acquisition and controls as needed Work with external software contractors to develop the control systems for internal production tools (Define requirements, manage priorities, drive testing and implementation plans) What we’re looking for: A bachelor’s degree in a relevant engineering field (e.g., mechatronics, software) 7+ years of experience as software engineer on complex mechanical systems -- for example: design, construction, and operation of controls for industrial, large-scale equipment Working knowledge of Python, C++, C and other high level languages along with modern tools like github and CI/CD release management Broad realtime system software development experience including C++ driver development, OS platform development, and real-time application development Experience with fieldbus systems such as EtherCAT Experience developing and tuning control loops Demonstrated ability to conceive novel solutions to challenging problems Experience with specification generation and suppler engagement C++, Python (compiled systems programming and interpreted scripting languages) in Linux enviroment Networking (IP/UDP/TCP) Software/hardware interfaces (ADCs/DACs, uarts, ethernet, etc.) Knowledge of interlock systems and methods that conform to NFPA 79 and SEMI S2 High self-motivation and drive to execute quickly with excellent troubleshooting and problem-solving skills Bonus points for: Low-latency network communication Knowledge of high-vacuum systems and hardware Design for manufacturability, serviceability, and simplicity over complexity Must-have Requirements: Ability to occasionally lift up to 50 lbs Perform activities such as stooping, climbing, standing, or sitting for extended periods of time Dedication to safety to mitigate industrial hazards that may include heat, cold, noise, fumes, strong magnets, lead (Pb), high voltage, and cryogenics Willingness to travel or work required nights/weekends/on-call occasionally Salary range for this full-time position + equity + benefits . The actual salary will depend on level, location, qualifications, and experience. The range displayed on each job posting reflects new hire salaries for the position across all US locations. Benefits include: • Competitive compensation with equity • 12.5 Company-wide Holidays • Flexible vacation days • 10 sick days • Generous parental leave policy • Health, dental, and vision insurance • 401(k) with employer matching • Professional growth opportunities • Team-building activities #LI-Onsite At CFS, we excel in fast-paced environments, driven by our values of integrity, execution, impact, and self-critique. As we grow, we’re eager to bring on mission-driven folks who offer diverse perspectives and fresh ways to tackle challenges. We value diversity deeply and are proud to be an equal opportunity employer by choice. We consider all qualified applicants equally, regardless of race, color, national origin, ancestry, citizenship status, protected veteran status, religion, physical or mental disability, marital status, sex, sexual orientation, gender identity or expression, age, or any other basis protected by law.

Posted 30+ days ago

Real Bearded Santa Claus (Plymouth Meeting Mall)-logo
Real Bearded Santa Claus (Plymouth Meeting Mall)
Portrait HoldingsPlymouth Meeting, PA
We are hiring Santas for over 100+ photo sets across the country! Are you a real bearded Santa, have that unmistakable twinkle in your eye, have a jolly attitude and a heart full of warmth? If the answer is yes, then you are perfect and we would love to talk to you! Apply today and be a part of our MAGICAL season! Requirements Portray Santa Claus with warmth, enthusiasm, and authenticity Interact with children and families, spreading joy Pose for photographs and work with support staff Maintain Santa's appearance, ensuring the suit, beard, and accessories are in top condition/positioned Love for the holiday season and a passion for what Santa stands for Ability to stay in character Maintain a jolly disposition Background check is required

Posted 30+ days ago

Vice President, Real Assets Accounting - Financial Reporting-logo
Vice President, Real Assets Accounting - Financial Reporting
Blue Owl Capital HoldingsChicago, Illinois
Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With $273 billion in assets under management as of March 31, 2025, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Assets. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Together with over 1,200 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com . THE OPPORTUNITY Blue Owl is looking for an energetic and strategic accounting professional for one of their non-traded Real Estate Investment Trust (REIT). This is an exciting opportunity to join a company experiencing tremendous growth. The qualified Vice President will be open to new ideas and processes and help the Company institutionalize existing practices while working with the support of a highly collaborative team. DUTIES + RESPONSIBILITIES Financial Reporting Oversee and accurately report financial data, month-end, quarter-end, and year-end accounting, valuation, and financial reporting in accordance with deadlines Prepare monthly net asset value and price per share in accordance with PPM documents Serve as the subject matter expert for financial reporting questions, including technical GAAP historical cost and fair value reporting accounting treatment Demonstrate strong understanding of real estate investment structures, mortgage documents, development agreements, partnership agreements, and purchase and sale agreements Determine the accounting and financial statement impacts due to significant transactions such as acquisitions, leases, and segment reporting to ensure accurate financial presentation Oversee third parties, monitoring their compliance with responsibilities, budgets, and deadlines Communicate effectively with CFO and CAO, providing regular and ad hoc communications, reporting, and analysis Coordinate and prepare financial statements and disclosures on Forms 10-Q, 10-K and 8-K with the SEC on a historical cost basis Coordinate with investment and asset management teams regarding property acquisitions/dispositions and ongoing property operations Audit Manage audit deadlines Answer various questions from the audit and tax teams Coordinate the timely conclusion of audit reports Fund Administration Manage relationship with fund administrator and property managers Review the following prepared by the fund administrator: Incentive fee allocations and calculations Management fee allocations and calculations Acquisition entries ad hoc Monthly NAV closes Ad Hoc Reporting Work with investments team on ad hoc reports for current portfolio and acquisitions Implement effective internal controls, recommend to management the implementation of policies, procedures, processes, and controls based on continual analysis of current accounting processes. SKILLS + EXPERIENCE REQUIRED 7+ years of real estate accounting experience. Candidates with exposure with real estate private equity, non-traded REITs or public REITs, with backgrounds as Big 4 auditors and/or relevant industry experience will be considered. Strong technical accounting skills with an emphasis on Historical Cost and Fair Value basis of accounting for real estate SEC reporting experience including Form 10-K, 10-Q, 8-K and other transactional offerings. Ability to understand leases, debt agreements, and private placement memorandums Must be deadline focused, organized, and exhibit problem-solving skills, able to handle multiple weekly, monthly and quarterly deadlines at the same time Ability to efficiently utilize excel spreadsheets and other accounting software. MANAGEMENT STYLE + PERSONALITY ATTRIBUTES Leading by Example: Demonstrating and fostering, by example, a sense of urgency, strong commitment/accountability, and sound decision making to achieve goals. Consistent and disciplined in following process, while pragmatic with a high propensity for action. Business Acumen: Knowledge of the competitive landscape and current and emerging practices within the industry. Vision and Purpose: Embracing and communicating Blue Owl’s vision and its goals while reflecting a dedication to success which inspires and motivates. Motivational and Inspirational: Energetic with a “get-it done” attitude while keeping the team enthusiastic about the business and the goals set ahead. Encouraging and inspiring colleagues to stretch beyond what they thought they could accomplish. Leadership and Conflict Resolution: Ability to work through controversy while looking through the lens of general consensus, turning conflicts into opportunities for improvement, and striving for win/win resolutions. Proficient in effective and appropriate communication. Ethics and Values: Adhere to a code of conduct with a moral compass focused on the highest level of integrity and ethics. EDUCATION Bachelor’s degree in related field. CPA preferred, not required. It is expected that the base annual salary range for this Chicago based position will be $150,000 - $175,000. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Blue Owl is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

Posted 2 days ago

Real Bearded Santa Claus (Citadel Mall)-logo
Real Bearded Santa Claus (Citadel Mall)
Portrait HoldingsCharleston, SC
We are hiring Santas for over 100+ photo sets across the country! Are you a real bearded Santa, have that unmistakable twinkle in your eye, have a jolly attitude and a heart full of warmth? If the answer is yes, then you are perfect and we would love to talk to you! Apply today and be a part of our MAGICAL season! Requirements Portray Santa Claus with warmth, enthusiasm, and authenticity Interact with children and families, spreading joy Pose for photographs and work with support staff Maintain Santa's appearance, ensuring the suit, beard, and accessories are in top condition/positioned Love for the holiday season and a passion for what Santa stands for Ability to stay in character Maintain a jolly disposition Background check is required

Posted 30+ days ago

Real Bearded Santa Claus (Willow Grove Mall)-logo
Real Bearded Santa Claus (Willow Grove Mall)
Portrait HoldingsWillow Grove, PA
We are hiring Santas for over 100+ photo sets across the country! Are you a real bearded Santa, have that unmistakable twinkle in your eye, have a jolly attitude and a heart full of warmth? If the answer is yes, then you are perfect and we would love to talk to you! Apply today and be a part of our MAGICAL season! Requirements Portray Santa Claus with warmth, enthusiasm, and authenticity Interact with children and families, spreading joy Pose for photographs and work with support staff Maintain Santa's appearance, ensuring the suit, beard, and accessories are in top condition/positioned Love for the holiday season and a passion for what Santa stands for Ability to stay in character Maintain a jolly disposition Background check is required

Posted 30+ days ago

Real Bearded Santa Claus (St. Clair Square Mall)-logo
Real Bearded Santa Claus (St. Clair Square Mall)
Portrait HoldingsFairview Heights, IL
Are you a real bearded Santa, with that unmistakable twinkle in your eye, have a jolly attitude and a heart full of warmth? If the answer is yes, then you are perfect and we would love to talk to you! We are hiring Santas for over 100+ photo sets across the country. Apply today and be a part of our MAGICAL Christmas 2025 Season! Requirements - Portray Santa Claus with warmth, enthusiasm, and authenticity - Interact with children and families, spreading joy - Pose for photographs and work with support staff - Maintain Santa's appearance, ensuring his suit, beard, and accessories are in top condition - Love the holiday season and have a passion for what Santa stands for - Ability to stay in character - Maintain a jolly disposition - Background check is required - Include a photo, if possible Benefits Full-time and Fill-in Positions Available Competitive Compensation

Posted 30+ days ago

Real Bearded Santa Claus (Outlets at Traverse Mountain )-logo
Real Bearded Santa Claus (Outlets at Traverse Mountain )
Portrait HoldingsLehi, UT
We are hiring Santas for over 100+ photo sets across the country! Are you a real bearded Santa, have that unmistakable twinkle in your eye, have a jolly attitude and a heart full of warmth? If the answer is yes, then you are perfect and we would love to talk to you! Apply today and be a part of our MAGICAL season! Requirements Portray Santa Claus with warmth, enthusiasm, and authenticity Interact with children and families, spreading joy Pose for photographs and work with support staff Maintain Santa's appearance, ensuring the suit, beard, and accessories are in top condition/positioned Love for the holiday season and a passion for what Santa stands for Ability to stay in character Maintain a jolly disposition Background check is required

Posted 30+ days ago

Real Bearded Santa Claus (Parkdale Mall)-logo
Real Bearded Santa Claus (Parkdale Mall)
Portrait HoldingsBeaumont, TX
We are hiring Santas for over 100+ photo sets across the country! Are you a real bearded Santa, have that unmistakable twinkle in your eye, have a jolly attitude and a heart full of warmth? If the answer is yes, then you are perfect and we would love to talk to you! Apply today and be a part of our MAGICAL season! Requirements Portray Santa Claus with warmth, enthusiasm, and authenticity Interact with children and families, spreading joy Pose for photographs and work with support staff Maintain Santa's appearance, ensuring the suit, beard, and accessories are in top condition/positioned Love for the holiday season and a passion for what Santa stands for Ability to stay in character Maintain a jolly disposition Background check is required

Posted 30+ days ago

Real Bearded Santa Claus (Patrick Henry Mall)-logo
Real Bearded Santa Claus (Patrick Henry Mall)
Portrait HoldingsNewport News, VA
We are hiring Santas for over 100+ photo sets across the country! Are you a real bearded Santa, have that unmistakable twinkle in your eye, have a jolly attitude and a heart full of warmth? If the answer is yes, then you are perfect and we would love to talk to you! Apply today and be a part of our MAGICAL season! Requirements Portray Santa Claus with warmth, enthusiasm, and authenticity Interact with children and families, spreading joy Pose for photographs and work with support staff Maintain Santa's appearance, ensuring the suit, beard, and accessories are in top condition/positioned Love for the holiday season and a passion for what Santa stands for Ability to stay in character Maintain a jolly disposition Background check is required

Posted 30+ days ago

Real Bearded Santa Claus (CherryVale Mall)-logo
Real Bearded Santa Claus (CherryVale Mall)
Portrait HoldingsRockford, IL
We are hiring Santas for over 100+ photo sets across the country! Are you a real bearded Santa, have that unmistakable twinkle in your eye, have a jolly attitude and a heart full of warmth? If the answer is yes, then you are perfect and we would love to talk to you! Apply today and be a part of our MAGICAL season! Requirements Portray Santa Claus with warmth, enthusiasm, and authenticity Interact with children and families, spreading joy Pose for photographs and work with support staff Maintain Santa's appearance, ensuring the suit, beard, and accessories are in top condition/positioned Love for the holiday season and a passion for what Santa stands for Ability to stay in character Maintain a jolly disposition Background check is required

Posted 30+ days ago

Real Bearded Santa Claus (Shawnee Mall)-logo
Real Bearded Santa Claus (Shawnee Mall)
Portrait HoldingsShawnee, OK
We are hiring Santas for over 100+ photo sets across the country! Are you a real bearded Santa, have that unmistakable twinkle in your eye, have a jolly attitude and a heart full of warmth? If the answer is yes, then you are perfect and we would love to talk to you! Apply today and be a part of our MAGICAL season! Requirements Portray Santa Claus with warmth, enthusiasm, and authenticity Interact with children and families, spreading joy Pose for photographs and work with support staff Maintain Santa's appearance, ensuring the suit, beard, and accessories are in top condition/positioned Love for the holiday season and a passion for what Santa stands for Ability to stay in character Maintain a jolly disposition Background check is required

Posted 30+ days ago

Real Bearded Santa Claus (Southpark Mall)-logo
Real Bearded Santa Claus (Southpark Mall)
Portrait HoldingsColonial Heights, VA
We are hiring Santas for over 100+ photo sets across the country! Are you a real bearded Santa, have that unmistakable twinkle in your eye, have a jolly attitude and a heart full of warmth? If the answer is yes, then you are perfect and we would love to talk to you! Apply today and be a part of our MAGICAL season! Requirements Portray Santa Claus with warmth, enthusiasm, and authenticity Interact with children and families, spreading joy Pose for photographs and work with support staff Maintain Santa's appearance, ensuring the suit, beard, and accessories are in top condition/positioned Love for the holiday season and a passion for what Santa stands for Ability to stay in character Maintain a jolly disposition Background check is required

Posted 30+ days ago

Real Bearded Santa Claus (Memorial City Mall)-logo
Real Bearded Santa Claus (Memorial City Mall)
Portrait HoldingsHouston, TX
We are hiring Santas for over 100+ photo sets across the country! Are you a real bearded Santa, have that unmistakable twinkle in your eye, have a jolly attitude and a heart full of warmth? If the answer is yes, then you are perfect and we would love to talk to you! Apply today and be a part of our MAGICAL season! Requirements Portray Santa Claus with warmth, enthusiasm, and authenticity Interact with children and families, spreading joy Pose for photographs and work with support staff Maintain Santa's appearance, ensuring the suit, beard, and accessories are in top condition/positioned Love for the holiday season and a passion for what Santa stands for Ability to stay in character Maintain a jolly disposition Background check is required

Posted 30+ days ago

Wipfli LLP logo
Tax Manager - High Net Worth, Trust And Estate
Wipfli LLPLincolnshire, IL

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Job Description

Overview

At Wipfli, people count.

At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

This role within Wipfli will primarily focus on the review of current estate plans, if applicable, and of estate enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery dates and attending internal collaboration meetings. An understanding of trust agreement language and UniformPrincipal and Income Act ("UPIA") will be essential to the role.

Responsibilities

Responsibilities:

  • Researching basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, with a primary focus on income/estate tax matters.
  • Preparing written deliverables, such as emails, memos, and Excel matrices, that document client issues and facts, apply relevant guidance, and provide conclusions about estate matters.
  • Responding to internal and external client and firm associate requests in a timely, accurate, positive and professional manner.
  • Communicating with engagement leaders regarding open items or other important matters in a timely manner, and meeting prescribed budgets and deadlines.
  • Performing estate tax calculations using Microsoft Excel, number crunchers or other available systems.
  • Participate in developing standardized approaches and methodologies for improving the quality and time‐to‐delivery of estate plan solutions.

Knowledge, Skills and Abilities

Qualifications:

  • 5+ years of experience working with individuals, fiduciary, estate and gift compliance

  • Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience

  • CPA certification required in the respective state in which they are practicing

  • Knowledge and understanding of wealth transfer planning vehicles

  • Experience and knowledge of comprehending trust agreement language

  • Experience and knowledge of income tax and estate value impact of various trust vehicles including:

  • Charitable remainder and lead trusts

  • Spousal lifetime access trusts

  • Intentionally defective grantor trust

  • Qualified Personal Residence Trust

  • Grantor Retained Annuity trusts

  • Ability to quickly become proficient or experience with charting estate plans derived from legal documents

  • Ability to quickly become proficient or experience in drafting written correspondence explaining estate plans derived from legal documents

Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!

#LI-AF1 #LI-Hybrid

Additional Details

Additional Details:

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $103,000 to $154,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.

Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.

Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.

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