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Risk Advisory Services Principal - Technology, Real Estate Or Financial Services
Baker Tilly Virchow Krause, LLPSan, CA
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Are you interested in joining one of the fastest growing public accounting firms? Are you interested in being part of a National Practice in a premier Risk Services Practice? If yes, consider joining Baker Tilly (BT) as a Risk Advisory Services Principal. Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, IT, and cybersecurity best practices. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial principals in our field. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! What you'll do: Provide leadership, management and strategic direction with a focus on providing an exceptional client service experience, an environment where associates can learn and grow and financial success obtained through growth and sound fiscal decision making Translate firm vision and strategy into an actionable business plan, provide specific objectives to be accomplished and monitor progress Team with marketing to develop sales and marketing plans, investigate and pursue areas for expansion of services within existing client base while also pursuing new clients, actively participate in proposals Coordinate firm resources to ensure the best products and services are provided to clients Ensure your team members are provided with meaningful training and development opportunities, are appropriately challenged by increasingly complex work, are presented with timely and thoughtful feedback and are positively recognized for their efforts Oversee the profitability of the practice to include effective utilization of personnel, appropriate rates for services provided, timely collection of fees Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement Think independently and strategically about your clients' business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes and business objectives Provide strategic business advice to clients by assisting in the implementation of new processes and controls that address key risks Assess, manage and optimize business risk across a wide range of areas, including operational audit, enterprise risk management (ERM) and SOX compliance Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients Be responsible for significant new business development, including identifying, sourcing, pursuing, and winning risk advisory opportunities at large technology, real estate or financial services systems Produce comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service Lead professional and effective presentations to internal and external audiences Qualifications Strong candidates are recognized industry experts with well-rounded experience working with risk services, specifically: Bachelor's Degree in Accounting, Accounting Information Systems, or related program CPA or CIA designation(s) required Twelve (12)+ year(s) experience with risk advisory, internal/external audit, business process reengineering, and/or internal controls, with internal audit experience in the technology, real estate or financial services setting Seven (7)+ year(s) of supervisory experience, mentoring and counseling associates Successful track record of building and growing a Risk Advisory practice, including building a team, a client base and managing revenue Proven track record of new business development in the technology, real estate or financial services industry Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects. Ability to travel as needed for client engagements
Posted 2 weeks ago
Real Estate Associate Agent (1099) - Fort Wayne, IN
RedfinIndianapolis, IN
Are you a new real estate agent looking to grow your skills, or an experienced agent wanting more flexibility? Our Associate Agent role lets you work with customers on your schedule and make money in real estate without closing a transaction. Apply today and you could be earning money in less than 14 days! The Role Show homes, host open houses, attend inspections Set your own hours and control your workload Get plenty of customers, especially on weekends No sales pressure, contracts, or closings Work remotely out in the field - no office visits required Free, optional educational services to grow your skills Pay As an independent contractor, you'll earn a flat-rate payment per field event. Qualifications Real estate license in the state where you'll work Smartphone, laptop, and GPS, or the willingness to get them Willingness to join the local MLS and Realtor Association Reliable mode of transportation and ability to travel within your market Need a license? Learn how to get one. Application process Submit a quick application, and we'll invite you to a video screen if you meet our minimum qualifications. A recruiter will reach out with the next steps if we have an opening in your area. If we don't, we'll keep your info and reach out when new contract opportunities become available. Find out more. About Redfin Our mission is to redefine real estate in the consumer's favor. As a full-service brokerage and #1 nationwide brokerage site in the US, we combine our own technology and real estate agents to make buying or selling a home faster, easier, and more efficient. We believe real estate can be better-for customers, for agents, for everyone. To ensure the health and safety of our workforce, customers and third parties, Redfin conducts background screening for this role. All screening is conducted consistent with applicable law, and Redfin encourages applications from, and fully considers, qualified applicants with criminal record histories. Redfin accepts applications on an ongoing basis.
Posted 30+ days ago
Closing Associate Or Senior Closing Associate - Grandbridge Real Estate Capital
Truist Financial CorporationAtlanta, GA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Perform closing functions for Grandbridge and provide assistance to other Grandbridge departments as requested by Grandbridge Head of Closing. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Perform commercial/multifamily closing responsibilities, including due diligence review, property, liability and flood insurance review, borrower organizational review, loan document review and modification, anti-money laundering and know your customer compliance, document storage, commitment preparation, closing calculations, loan funding submissions, loan deliveries and servicing handoffs. Develop and maintain strong working relationships with business, legal and servicing contacts at agencies and other lenders/investors. Assist servicing/asset management with problem assets and borrower requests. Promote cohesive, inclusive, team-oriented culture aligned with Grandbridge purpose, mission and values. Promote sound risk management and compliance with applicable credit, underwriting, operational, regulatory, tax and legal policies and procedures. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor degree and strong academic record. Able to perform commercial/multifamily closing responsibilities, including due diligence review, property, liability and flood insurance review, borrower organizational review, loan document review and modification, anti-money laundering and know your customer compliance, document storage, commitment preparation, closing calculations, loan funding submissions, loan deliveries and servicing handoffs with adequate training. Strong work ethic and self-starter requiring minimal supervision. Sound decision making and risk analysis capabilities. Strong communication and writing skills. Proficiency in basic computer applications such as Microsoft Office software products. Preferred Qualifications: Experience with Fannie Mae, Freddie Mac and/or FHA transactions. #Atlanta #Birmingham #Charlotte #Frisco #KansasCity #Leawood General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
Posted 30+ days ago
Real Estate Agent - New York
RedfinNyack, NY
$25,000 - $665,000 / year
Join the ranks of Redfin's top-producing real estate agents by joining an agent team or individually, and get the best of both worlds: highly competitive commissions coupled with Redfin.com customers, benefits and support! Maximize your earnings by plugging into the Redfin platform and nation's #1 brokerage site, which gets 52 million monthly visitors and 600 million luxury listing views each year. We offer our agents progressive commissions: the more you sell, the more you keep from your Redfin-generated and loyalty customers. And since Redfin covers your business expenses, what you earn is what you keep. Customer Opportunities + Support Redfin agents have everything they need to reach more qualified buyers and win listings. Redfin.com customers: You'll get 100 new customers each year from Redfin, in addition to helping clients already in your sphere or book of business. Technology: Our proprietary CRM helps you manage your deals and stay in touch with your whole pipeline, alerting you when someone might be ready to make another move. Support: You'll get support from a dedicated transaction coordinator, listing coordinator, and a team of showing agents. Our inside sales team qualifies opportunities and books them directly on your calendar. They handle many details for events, like organizing showing appointments and letting you know when and where to show up. Earn More Money Redfin agents earn competitive commissions on their closed deals, with unlimited upside! Commissions vary by deal source with higher splits awarded for repeat Redfin clients: Competitive splits: Redfin Agents earn competitive commissions on the revenue of their closed deals, and there are no limits on the amount you can earn. Splits vary by deal source (Agent-generated or Redfin-generated) and higher commission splits are awarded for your repeat Redfin clients. In-year accelerators: opportunity to unlock higher commissions through an in-year commission accelerator that lasts the remainder of the year, if you hit a specified sales volume threshold Top producer perks: earn a President's Club trip to an international destination, qualify for stock grants and get exclusive access to represent clients buying and selling high-priced homes through our luxury brand Reap The Perks Everything you need, none of the hassle. Zero agent fees: We pay all of the necessary costs of doing business, including state license and MLS dues, association fees, mileage, cell phone plan, and more. Healthcare, 401K, and more: Our generous benefits package includes medical, dental, vision, and insurance benefits, flexible spending account, health savings account, life and disability insurance, fertility benefits, commuter benefits, Employee Assistance Programs; and 401(k) employer match. Marketing investment: We're spending $65M in 2025 to connect our agents with buyers and sellers, equating to roughly $31k per existing agent*, on top of all the other ways we drive client demand to our agents. Flexible vacation: Redfin agents enjoy flexible vacation that supports the importance of time away from work for rest and relaxation. Planned 2025 ad spending divided by lead agents working at Redfin as of January 2025 Who You Are We're looking for the best agents who put clients first and are driven to win in their career. Active and unrestricted real estate license Reliable mode of transportation and ability to travel within your market Minimum of 1 year residential real estate sales experience, ideally with closed transactions; or related real estate experience including but not limited to prior experience with Redfin in a real estate capacity You are a trusted advisor with in-depth experience leading clients through the home buying and selling process You have a proven track record of winning web leads and clients over, closing deals and earning referral business You have excellent interpersonal communication and customer service skills You embrace technology to build your business and collaborate efficiently The compensation information below is provided in compliance with all applicable job posting disclosure requirements. This is a commission-based role with unlimited upside. Commissions in this role are expected to range from $25,000-$665,000. On average, agents make $115,000, but there is uncapped potential. We offer a generous benefits package including flexible vacation that supports the importance of time away from work for rest and relaxation, paid parental leave, sick leave (accrued at 1 hour for every 30 hours worked), medical, dental, and vision insurance benefits, flexible spending account, health savings account, life and disability insurance, fertility benefits, Employee Assistance Programs, and 401(k) employer match. Redfin is an equal opportunity employer committed to hiring a diverse workforce. A diverse, inclusive culture is vital to Redfin's mission of making real estate better for people from all walks of life. We're proud that Redfin is a place where different points of view and backgrounds are encouraged and respected. We constantly strive to build a company that reflects the world around us, based on our conviction that pursuing and developing talent of all types is the right way for a business to thrive over the long haul. Redfin provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, and any other characteristic protected by applicable federal, state or local law. If you need an accommodation in the application or recruitment process because of a disability or special need, please contact recruitingteam@redfin.com Redfin encourages individuals with criminal record histories to apply for employment and considers such individuals for employment consistent with the requirements of any applicable fair chance acts, including but not limited to the California, San Francisco and Los Angeles County Fair Chance Acts. Redfin accepts applications on an ongoing basis.
Posted 30+ days ago
Real Estate Associate Agent (1099 - Sugar Hill /Buford, GA
RedfinAtlanta, GA
Are you a new real estate agent looking to grow your skills, or an experienced agent wanting more flexibility? Our Associate Agent role lets you work with customers on your schedule and make money in real estate without closing a transaction. Apply today and you could be earning money in less than 14 days! The Role Show homes, host open houses, attend inspections Set your own hours and control your workload Get plenty of customers, especially on weekends No sales pressure, contracts, or closings Work remotely out in the field - no office visits required Free, optional educational services to grow your skills Pay As an independent contractor, you'll earn a flat-rate payment per field event. Qualifications Real estate license in the state where you'll work Smartphone, laptop, and GPS, or the willingness to get them Willingness to join the local MLS and Realtor Association Reliable mode of transportation and ability to travel within your market Need a license? Learn how to get one. Application process Submit a quick application, and we'll invite you to a video screen if you meet our minimum qualifications. A recruiter will reach out with the next steps if we have an opening in your area. If we don't, we'll keep your info and reach out when new contract opportunities become available. Find out more. About Redfin Our mission is to redefine real estate in the consumer's favor. As a full-service brokerage and #1 nationwide brokerage site in the US, we combine our own technology and real estate agents to make buying or selling a home faster, easier, and more efficient. We believe real estate can be better-for customers, for agents, for everyone. To ensure the health and safety of our workforce, customers and third parties, Redfin conducts background screening for this role. All screening is conducted consistent with applicable law, and Redfin encourages applications from, and fully considers, qualified applicants with criminal record histories. Redfin accepts applications on an ongoing basis.
Posted 3 weeks ago
Real Estate Agent - South Shore
RedfinBoston, MA
Join the ranks of Redfin's top-producing real estate agents by joining an agent team or individually, and get the best of both worlds: highly competitive commissions coupled with Redfin.com customers, benefits and support! Maximize your earnings by plugging into the Redfin platform and nation's #1 brokerage site, which gets 52 million monthly visitors and 600 million luxury listing views each year. We offer our agents progressive commissions: the more you sell, the more you keep from your Redfin-generated and loyalty customers. And since Redfin covers your business expenses, what you earn is what you keep. Customer Opportunities + Support Redfin agents have everything they need to reach more qualified buyers and win listings. Redfin.com customers: You'll get 100 new customers each year from Redfin, in addition to helping clients already in your sphere or book of business. Technology: Our proprietary CRM helps you manage your deals and stay in touch with your whole pipeline, alerting you when someone might be ready to make another move. Support: You'll get support from a dedicated transaction coordinator, listing coordinator, and a team of showing agents. Our inside sales team qualifies opportunities and books them directly on your calendar. They handle many details for events, like organizing showing appointments and letting you know when and where to show up. Earn More Money Redfin agents earn competitive commissions on their closed deals, with unlimited upside! Commissions vary by deal source with higher splits awarded for repeat Redfin clients: Competitive splits: Redfin Agents earn competitive commissions on the revenue of their closed deals, and there are no limits on the amount you can earn. Splits vary by deal source (Agent-generated or Redfin-generated) and higher commission splits are awarded for your repeat Redfin clients. In-year accelerators: opportunity to unlock higher commissions through an in-year commission accelerator that lasts the remainder of the year, if you hit a specified sales volume threshold Top producer perks: earn a President's Club trip to an international destination, qualify for stock grants and get exclusive access to represent clients buying and selling high-priced homes through our luxury brand Reap The Perks Everything you need, none of the hassle. Zero agent fees: We pay all of the necessary costs of doing business, including state license and MLS dues, association fees, mileage, cell phone plan, and more. Healthcare, 401K, and more: Our generous benefits package includes medical, dental, vision, and insurance benefits, flexible spending account, health savings account, life and disability insurance, fertility benefits, commuter benefits, Employee Assistance Programs; and 401(k) employer match. Marketing investment: We're spending $65M in 2025 to connect our agents with buyers and sellers, equating to roughly $31k per existing agent*, on top of all the other ways we drive client demand to our agents. Flexible vacation: Redfin agents enjoy flexible vacation that supports the importance of time away from work for rest and relaxation. Planned 2025 ad spending divided by lead agents working at Redfin as of January 2025 Who You Are We're looking for the best agents who put clients first and are driven to win in their career. Active and unrestricted real estate license Reliable mode of transportation and ability to travel within your market Minimum of 1 year residential real estate sales experience, ideally with closed transactions; or related real estate experience including but not limited to prior experience with Redfin in a real estate capacity You are a trusted advisor with in-depth experience leading clients through the home buying and selling process You have a proven track record of winning web leads and clients over, closing deals and earning referral business You have excellent interpersonal communication and customer service skills You embrace technology to build your business and collaborate efficiently The compensation information below is provided in compliance with all applicable job posting disclosure requirements. This is a commission-based role with unlimited upside. Commissions in this role are expected to range from $30,000-$1,250,000. On average, agents make $165,000, but there is uncapped potential. We offer a generous benefits package including flexible vacation that supports the importance of time away from work for rest and relaxation, paid parental leave, sick leave (accrued at 1 hour for every 30 hours worked), medical, dental, and vision insurance benefits, flexible spending account, health savings account, life and disability insurance, fertility benefits, Employee Assistance Programs, and 401(k) employer match. Redfin is an equal opportunity employer committed to hiring a diverse workforce. A diverse, inclusive culture is vital to Redfin's mission of making real estate better for people from all walks of life. We're proud that Redfin is a place where different points of view and backgrounds are encouraged and respected. We constantly strive to build a company that reflects the world around us, based on our conviction that pursuing and developing talent of all types is the right way for a business to thrive over the long haul. Redfin provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, and any other characteristic protected by applicable federal, state or local law. If you need an accommodation in the application or recruitment process because of a disability or special need, please contact recruitingteam@redfin.com Redfin encourages individuals with criminal record histories to apply for employment and considers such individuals for employment consistent with the requirements of any applicable fair chance acts, including but not limited to the California, San Francisco and Los Angeles County Fair Chance Acts. Redfin accepts applications on an ongoing basis.
Posted 30+ days ago
Closing Associate Or Senior Closing Associate - Grandbridge Real Estate Capital
Truist Financial CorporationFrisco, TX
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Perform closing functions for Grandbridge and provide assistance to other Grandbridge departments as requested by Grandbridge Head of Closing. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Perform commercial/multifamily closing responsibilities, including due diligence review, property, liability and flood insurance review, borrower organizational review, loan document review and modification, anti-money laundering and know your customer compliance, document storage, commitment preparation, closing calculations, loan funding submissions, loan deliveries and servicing handoffs. Develop and maintain strong working relationships with business, legal and servicing contacts at agencies and other lenders/investors. Assist servicing/asset management with problem assets and borrower requests. Promote cohesive, inclusive, team-oriented culture aligned with Grandbridge purpose, mission and values. Promote sound risk management and compliance with applicable credit, underwriting, operational, regulatory, tax and legal policies and procedures. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor degree and strong academic record. Able to perform commercial/multifamily closing responsibilities, including due diligence review, property, liability and flood insurance review, borrower organizational review, loan document review and modification, anti-money laundering and know your customer compliance, document storage, commitment preparation, closing calculations, loan funding submissions, loan deliveries and servicing handoffs with adequate training. Strong work ethic and self-starter requiring minimal supervision. Sound decision making and risk analysis capabilities. Strong communication and writing skills. Proficiency in basic computer applications such as Microsoft Office software products. Preferred Qualifications: Experience with Fannie Mae, Freddie Mac and/or FHA transactions. #Atlanta #Birmingham #Charlotte #Frisco #KansasCity #Leawood General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
Posted 30+ days ago
Commercial Real Estate Agent
Marcus and MillichapLos Angeles, CA
Entry-Level Commercial Real Estate Agent This position is in our Los Angeles, CA office and is onsite five days per week This is a 100% commissioned, 1099 role with unlimited earning potential A real estate license is required and can be completed in conjunction with training As an independent contractor, this role is not eligible for company paid benefits This role is not eligible for visa sponsorship Who You Are You have three plus years of continuous professional work experience, preferably in sales or real estate Competitive- You thrive in performance-driven environments and strive to be the best (athletes, top students, former leaders often excel here) Capable- You think critically, learn quickly, and solve problems effectively Coachable- You're open to feedback, eager to learn, driven to improve with a strong desire to implement what was learned Committed- You bring a strong work ethic and a long-term mindset to your career Communicative- Whether written or verbal, you can clearly and confidently express ideas and build relationships What We Offer Non-Competitive Management- Our management team is there to train, coach, and support our Agents in growing their businesses; they are no longer brokering deals themselves. Our management team ensures we have the best-prepared, most knowledgeable Agents in the market. Training- Our nationally recognized training program prepares newer team members for their career in commercial real estate. Our training is thorough and covers real estate sales, with lots of discussion, online work, role playing and analysis. For experienced professionals, our program will enhance your existing skills. Mentorship- Our mentorship program enables new agents to learn from the best in the business in personal, one-on-one relationships. Earning Potential- Marcus & Millichap closes 4 transactions every business hour - more than any other investment brokerage firm in the nation. Culture- We are a culture of enterprising, charismatic salespeople, all driven towards the same goals. Collaboration- MNet, our proprietary listing system, offers our agents the ability to view all active listings within the firm, and bring qualified buyers to any of our 3,000+ listings across the nation. This culture of collaboration and information sharing is a founding principle of the firm. Growth- Many of our top agents, regional managers, and executives began their careers as new agents at Marcus & Millichap. If you are searching for a long-term career, you should consider us. What You Will Do Follow the roadmap supplied by mentors and our training program in an entrepreneurial and at times - independent autonomous manner. Market investment real estate internally, externally, and to clients who are active investors Collaborate with Senior Agents to achieve business and career goals with a clear "pathway to growth". Contract and advise clients in the development and execution of their individualized real estate investment strategies Prepare thoughtful analyses of clients' properties, including broker opinions of value (BOV), and market comparables Market exclusive property listings to qualified buyers Prospect new client relationships and referral sources Negotiate offers, exclusive listing agreements, purchase and sales agreements Participate in best-in-class training and ongoing skills-development workshops Research ownership records, market data and industry trends Attend networking and industry events and connect with industry professionals Who We Are Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and advisory services available. Marcus & Millichap was founded in 1971 with the goal of being a new kind of company - one driven by long-term relationships and built on a culture of collaboration. We focus on bringing together specialized market knowledge, the industry's leading brokerage platform and exclusive access to inventory to achieve exceptional results for our clients, year after year. Today, we are the industry's largest firm specializing in real estate investment sales and financing, with over 80 offices and over 1,700 investment sales and financing professionals throughout the United States and Canada. In 2024, the firm closed nearly 8,000 transactions with a sales volume of nearly $50 billion. Build Your Career with Us If you're looking for a long-term career in commercial real estate with a company that values collaboration, performance, and professional development, Marcus & Millichap is the right place to be. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Posted 6 days ago
Real Estate Associate Agent (1099) - Milwaukee, WI
RedfinMilwaukee, WI
Are you a new real estate agent looking to grow your skills, or an experienced agent wanting more flexibility? Our Associate Agent role lets you work with customers on your schedule and make money in real estate without closing a transaction. Apply today and you could be earning money in less than 14 days! The Role Show homes, host open houses, attend inspections Set your own hours and control your workload Get plenty of customers, especially on weekends No sales pressure, contracts, or closings Work remotely out in the field - no office visits required Free, optional educational services to grow your skills Pay As an independent contractor, you'll earn a flat-rate payment per field event. Qualifications Real estate license in the state where you'll work Smartphone, laptop, and GPS, or the willingness to get them Willingness to join the local MLS and Realtor Association Reliable mode of transportation and ability to travel within your market Need a license? Learn how to get one. Application process Submit a quick application, and we'll invite you to a video screen if you meet our minimum qualifications. A recruiter will reach out with the next steps if we have an opening in your area. If we don't, we'll keep your info and reach out when new contract opportunities become available. Find out more. About Redfin Our mission is to redefine real estate in the consumer's favor. As a full-service brokerage and #1 nationwide brokerage site in the US, we combine our own technology and real estate agents to make buying or selling a home faster, easier, and more efficient. We believe real estate can be better-for customers, for agents, for everyone. To ensure the health and safety of our workforce, customers and third parties, Redfin conducts background screening for this role. All screening is conducted consistent with applicable law, and Redfin encourages applications from, and fully considers, qualified applicants with criminal record histories. Redfin accepts applications on an ongoing basis.
Posted 30+ days ago
Real Estate Agent (1099) - Suffolk County, NY
RedfinLong Island, NY
Are you a new real estate agent looking to grow your skills, or an experienced agent wanting more flexibility? Our Associate Agent role lets you work with customers on your schedule and make money in real estate without closing a transaction. Apply today and you could be earning money in less than 14 days! The Role Show homes, host open houses, attend inspections Set your own hours and control your workload Get plenty of customers, especially on weekends No sales pressure, contracts, or closings Work remotely out in the field - no office visits required Free, optional educational services to grow your skills Pay As an independent contractor, you'll earn a flat-rate payment per field event. Qualifications Real estate license in the state where you'll work Smartphone, laptop, and GPS, or the willingness to get them Willingness to join the local MLS and Realtor Association Reliable mode of transportation and ability to travel within your market Need a license? Learn how to get one. Application process Submit a quick application, and we'll invite you to a video screen if you meet our minimum qualifications. A recruiter will reach out with the next steps if we have an opening in your area. If we don't, we'll keep your info and reach out when new contract opportunities become available. Find out more. About Redfin Our mission is to redefine real estate in the consumer's favor. As a full-service brokerage and #1 nationwide brokerage site in the US, we combine our own technology and real estate agents to make buying or selling a home faster, easier, and more efficient. We believe real estate can be better-for customers, for agents, for everyone. To ensure the health and safety of our workforce, customers and third parties, Redfin conducts background screening for this role. All screening is conducted consistent with applicable law, and Redfin encourages applications from, and fully considers, qualified applicants with criminal record histories. Redfin accepts applications on an ongoing basis.
Posted 30+ days ago
Entry-Level Commercial Real Estate Agent
Marcus and MillichapLos Angeles, CA
Entry-Level Commercial Real Estate Agent This position is in our Los Angeles, CA office and is onsite five days per week This is a 100% commissioned, 1099 role with unlimited earning potential A real estate license is required and can be completed in conjunction with training As an independent contractor, this role is not eligible for company paid benefits This role is not eligible for visa sponsorship Who You Are You're a recent or soon-to-be college graduate who's gained real-world experience through work, contributed to school or community life, competed in sports, and shown the kind of drive and discipline that sets you apart Competitive- You thrive in performance-driven environments and strive to be the best (athletes, top students, former leaders often excel here) Capable- You think critically, learn quickly, and solve problems effectively Coachable- You're open to feedback, eager to learn, driven to improve with a strong desire to implement what was learned Committed- You bring a strong work ethic and a long-term mindset to your career Communicative- Whether written or verbal, you can clearly and confidently express ideas and build relationships What We Offer Non-Competitive Management- Our management team is there to train, coach, and support our Agents in growing their businesses; they are no longer brokering deals themselves. Our management team ensures we have the best-prepared, most knowledgeable Agents in the market. Training- Our nationally recognized training program prepares newer team members for their career in commercial real estate. Our training is thorough and covers real estate sales, with lots of discussion, online work, role playing and analysis. For experienced professionals, our program will enhance your existing skills. Mentorship- Our mentorship program enables new agents to learn from the best in the business in personal, one-on-one relationships. Earning Potential- Marcus & Millichap closes 4 transactions every business hour - more than any other investment brokerage firm in the nation. Culture- We are a culture of enterprising, charismatic salespeople, all driven towards the same goals. Collaboration- MNet, our proprietary listing system, offers our agents the ability to view all active listings within the firm, and bring qualified buyers to any of our 3,000+ listings across the nation. This culture of collaboration and information sharing is a founding principle of the firm. Growth- Many of our top agents, regional managers, and executives began their careers as new agents at Marcus & Millichap. If you are searching for a long-term career, you should consider us. What You Will Do Follow the roadmap supplied by mentors and our training program in an entrepreneurial and at times - independent autonomous manner. Market investment real estate internally, externally, and to clients who are active investors Collaborate with Senior Agents to achieve business and career goals with a clear "pathway to growth". Contract and advise clients in the development and execution of their individualized real estate investment strategies Prepare thoughtful analyses of clients' properties, including broker opinions of value (BOV), and market comparables Market exclusive property listings to qualified buyers Prospect new client relationships and referral sources Negotiate offers, exclusive listing agreements, purchase and sales agreements Participate in best-in-class training and ongoing skills-development workshops Research ownership records, market data and industry trends Attend networking and industry events and connect with industry professionals Who We Are Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and advisory services available. Marcus & Millichap was founded in 1971 with the goal of being a new kind of company - one driven by long-term relationships and built on a culture of collaboration. We focus on bringing together specialized market knowledge, the industry's leading brokerage platform and exclusive access to inventory to achieve exceptional results for our clients, year after year. Today, we are the industry's largest firm specializing in real estate investment sales and financing, with over 80 offices and over 1,700 investment sales and financing professionals throughout the United States and Canada. In 2024, the firm closed nearly 8,000 transactions with a sales volume of nearly $50 billion. Build Your Career with Us If you're looking for a long-term career in commercial real estate with a company that values collaboration, performance, and professional development, Marcus & Millichap is the right place to be. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Posted 6 days ago
Financial Markets & Real Estate - Accounting Advisory, Senior Manager
PwCMiami, FL
$119,000 - $299,930 / year
Industry/Sector FS X-Sector Specialism Assurance Management Level Senior Manager Job Description & Summary At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals. As a finance consulting generalist at PwC, you will possess a broad understanding of various aspects of finance consulting. Your work will involve providing comprehensive guidance and support to clients in optimising their financial performance, improving decision-making, and achieving their financial goals. You will be responsible for analysing client needs, developing financial solutions, and offering recommendations tailored to specific business requirements. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Financial Markets Business Advisory Generalist team you are responsible for leading the creation and implementation of impactful financial market strategies. As a Senior Manager you guide large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also responsible for building trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems. Responsibilities Lead the creation and implementation of financial market strategies Guide large projects and innovate processes Maintain operational excellence and drive project success Interact with clients at a senior level Build trust with multi-level teams and stakeholders Motivate and coach teams to solve complex problems Foster an environment of open and honest communication Assure top-quality results in deliverables What You Must Have Bachelor's Degree 7 years of experience What Sets You Apart Master's Degree preferred Encouraging everyone to have a voice Dealing effectively with ambiguous problems Initiating open and candid coaching conversations Moving between big picture thinking and managing detail Anticipating stakeholder needs and developing solutions Contributing technical knowledge in area of specialism Navigating complexities of cross-border teams and engagements Initiating and leading open conversations to build trust Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $119,000 - $299,930. For residents of Washington state the salary range for this position is: $119,000 - $337,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
Posted 1 week ago
Financial Services Tax - Real Estate Manager
PwCBoston, MA
$99,000 - $266,000 / year
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. The Opportunity As part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs. Responsibilities Supervise and develop team members to achieve exceptional deliverables Manage client service accounts and engagement workstreams Independently solve and analyze complex problems Utilize PwC's technical knowledge and industry insights to address client needs Drive digitization, automation, and efficiency improvements Coach teams to enhance their skills and performance Oversee successful planning, budgeting, and execution of projects Foster a culture of continuous improvement and innovation What You Must Have Bachelor's Degree in Accounting 4 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart Thorough knowledge of tax compliance for Real Estate Trusts Knowledge of partnership structures and real estate transactions In-depth technical skills in real estate tax services Experience identifying and addressing client needs Building, maintaining, and utilizing networks of client relationships Success as tax technical business advisor Familiarity with CRM systems Knowledge of automation and digitization in professional services Experience with alternative fee arrangements and pricing strategies Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $99,000 - $266,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
Posted 3 weeks ago
Investment Real Estate - Acquisition Agent (Licensed)
New WesternBirmingham, AL
$93,000 - $160,000 / year
About the Opportunity We're the #1 home buyer in the U.S. and a 3x Glassdoor Best Place to Work. At New Western, our Acquisition Agents are the dealmakers who fuel our marketplace. You'll be on the front lines sourcing off-market homes, negotiating with sellers, and shaping the inventory that powers thousands of investor transactions. Acquisition Agents at New Western work at a fast pace, powered by our industry leading market data, to make dozens of offers on properties each month. Individuals who are licensed agents, have experience in the fix and flip space, property management or wholesaling thrive in this role and have income potential that is unmatched. What You'll Do Source residential properties through prospecting, research, referrals, and inbound leads Build relationships with homeowners, wholesalers, agents, and other local sources Analyze properties to determine investment value (ARV, repair costs, comps, etc.) Negotiate and secure purchase contracts with sellers Collaborate with Sales Agents to ensure a fast, efficient transaction for investors What You'll Gain Earnings: First-year average $93K | Top 20% $160K+ | Long-term top performers $450K+ Deal Flow: Gain years of transaction experience in just a few months Team support: In-house disposition team so you can focus on your next acquisition Learning: In-person coaching + on-demand learning via New Western University Tech & Data: Proprietary marketplace and unmatched market intelligence to evaluate deals with confidence Culture: High-performance, teamwork, and recognition (see @NewWestern) Who Thrives Here 2+ years of experience in residential real estate, wholesaling, fix-and-flip, deal making, or property management OR a strong interest in investment real estate with a proven track record in transactional sales Competitive, coachable and strategic Skilled communicators and negotiators who can build trust quickly Comfortable making fast, data-driven decisions in a high-activity environment High level of personal accountability and self-direction Active real estate license (or willingness to obtain one - we'll help guide you) Why New Western When you buy a deal as a New Western Acquisition Agent, you're not just growing your career, you're helping revitalize neighborhoods, expand housing supply, and create opportunities for investors and small business owners. At New Western, you'll find a fun, in-office culture with leaderboards, recognition, and the support to push you further, faster. Ready to Build Your Career? Apply now and close your first deal in as little as 60 days. Learn more at lifeatnewwestern.com. Real estate license (or willingness to obtain) required. #LI-AB1
Posted 30+ days ago
Portfolio Administrator-Real Estate Group
Umb Financial CorporationSaint Louis, MO
$44,790 - $86,510 / year
This role is responsible for assisting Real Estate Group (REG) Lenders in the analysis of new REG loan opportunities and Portfolio Managers (Levels 1, 2 & Sr) in various REG portfolio management activities. Real Estate Group (REG) loans generally consist of non-owner occupied CRE loans. Key highlights of the role will include the following: Partner with Relationship and Portfolio Managers to effectively administer the underwriting and risk management of a variety of REG loan relationships; Request financials from Borrowers and clear associated ticklers; Monitor and document covenant compliance in Capital Stream; Work within protocols and maintain tracking of documentation exceptions, past dues, and covenant exceptions; Create finance request and upload incoming loan applications and related loan documents to Capital Stream; Assure applications are complete; For incomplete applications, communicate with UMB sales associate to collect missing loan application checklist items; Forward complete applications to underwriting; Manage Group Mailbox inquiries and respond in timely fashion; Assist in monitoring and collection of past due loan payments; Complete financial spreads upon receipt in Moody's; inform Portfolio Manager when covenant test is ready to complete; Assist in spreading for all regions as requested; Review loan documentation prior to closing for discrepancies from the original approval, communicate any discrepancies and input covenants into Capital Stream after closing, and deactivate covenants as loans pay off; Write approval memos should changes to reporting requirements be necessary after loan closing; Provide recurring customer service to existing and prospective clients, which may include direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times; Assist as needed with appraisal service requests and environmental requests and coordinate with appropriate parties throughout the appraisal and environmental process; Pull Thomson Reuters reports, create customers and requests in Capital Stream, assist in closing process, assist in setting up ShareFile for customers and download/organize documents when requested by REG lenders, Portfolio Managers, the REG Portfolio Administration Manager or the REG regional manager; Other duties as assigned. Must have Bachelor's degree and 1+ years banking or equivalent regulatory/bank policy experience; Current valid driver's license; Strong communication skills (verbal & written); Understanding of credit underwriting; Ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents; Knowledge of bank products, services, and bank operations; Ability to be self-starter and show initiative; Proficiency in Word, Excel, PowerPoint; and familiarity with commercial lending software Compensation Range: $44,790.00 - $86,510.00 The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. Are you ready to be part of something more? You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
Posted 30+ days ago
Real Estate Agent - Monroe & Sky Valley
RedfinWoodinville, WA
$30,000 - $410,000 / year
Join the ranks of Redfin's top-producing real estate agents by joining an agent team or individually, and get the best of both worlds: highly competitive commissions coupled with Redfin.com customers, benefits and support! Maximize your earnings by plugging into the Redfin platform and nation's #1 brokerage site, which gets 52 million monthly visitors and 600 million luxury listing views each year. We offer our agents progressive commissions: the more you sell, the more you keep from your Redfin-generated and loyalty customers. And since Redfin covers your business expenses, what you earn is what you keep. Customer Opportunities + Support Redfin agents have everything they need to reach more qualified buyers and win listings. Redfin.com customers: You'll get 100 new customers each year from Redfin, in addition to helping clients already in your sphere or book of business. Technology: Our proprietary CRM helps you manage your deals and stay in touch with your whole pipeline, alerting you when someone might be ready to make another move. Support: You'll get support from a dedicated transaction coordinator, listing coordinator, and a team of showing agents. Our inside sales team qualifies opportunities and books them directly on your calendar. They handle many details for events, like organizing showing appointments and letting you know when and where to show up. Earn More Money Redfin agents earn competitive commissions on their closed deals, with unlimited upside! Commissions vary by deal source with higher splits awarded for repeat Redfin clients: Competitive splits: Redfin Agents earn competitive commissions on the revenue of their closed deals, and there are no limits on the amount you can earn. Splits vary by deal source (Agent-generated or Redfin-generated) and higher commission splits are awarded for your repeat Redfin clients. In-year accelerators: opportunity to unlock higher commissions through an in-year commission accelerator that lasts the remainder of the year, if you hit a specified sales volume threshold Top producer perks: earn a President's Club trip to an international destination, qualify for stock grants and get exclusive access to represent clients buying and selling high-priced homes through our luxury brand Reap The Perks Everything you need, none of the hassle. Zero agent fees: We pay all of the necessary costs of doing business, including state license and MLS dues, association fees, mileage, cell phone plan, and more. Healthcare, 401K, and more: Our generous benefits package includes medical, dental, vision, and insurance benefits, flexible spending account, health savings account, life and disability insurance, fertility benefits, commuter benefits, Employee Assistance Programs; and 401(k) employer match. Marketing investment: We're spending $65M in 2025 to connect our agents with buyers and sellers, equating to roughly $31k per existing agent*, on top of all the other ways we drive client demand to our agents. Flexible vacation: Redfin agents enjoy flexible vacation that supports the importance of time away from work for rest and relaxation. Planned 2025 ad spending divided by lead agents working at Redfin as of January 2025 Who You Are We're looking for the best agents who put clients first and are driven to win in their career. Active and unrestricted real estate license Reliable mode of transportation and ability to travel within your market Minimum of 1 year residential real estate sales experience, ideally with closed transactions; or related real estate experience including but not limited to prior experience with Redfin in a real estate capacity You are a trusted advisor with in-depth experience leading clients through the home buying and selling process You have a proven track record of winning web leads and clients over, closing deals and earning referral business You have excellent interpersonal communication and customer service skills You embrace technology to build your business and collaborate efficiently The compensation information below is provided in compliance with all applicable job posting disclosure requirements. This is a commission-based role with unlimited upside. Commissions in this role are expected to range from $30,000-410,000. On average, agents make $160,000, but there is uncapped potential. Commission rates: 25%-40% for Redfin generated sales; 50%-70% for agent generated sales. Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back. Check out our full list of Benefits and Perks. Redfin is an equal opportunity employer committed to an inclusive workforce. An inclusive culture is vital to Redfin's mission of making real estate better for people from all walks of life. We're proud that Redfin is a place where different points of view and backgrounds are encouraged and respected. We constantly strive to build a company that reflects the world around us, based on our conviction that pursuing and developing talent of all types is the right way for a business to thrive over the long haul. Redfin provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, and any other characteristic protected by applicable federal, state or local law. If you need an accommodation in the application or recruitment process because of a disability or special need, please contact recruitingteam@redfin.com Redfin encourages individuals with criminal record histories to apply for employment and considers such individuals for employment consistent with the requirements of any applicable fair chance acts, including but not limited to the California, San Francisco and Los Angeles County Fair Chance Acts. Redfin accepts applications on an ongoing basis.
Posted 1 week ago
Real Estate Agent - Redfin Powered By Rocket - Maryland
RedfinAnne Arundel County, MD
Join the ranks of Redfin's top-producing real estate agents by joining an agent team or individually, and get the best of both worlds: highly competitive commissions coupled with Redfin.com customers, benefits and support! Maximize your earnings by plugging into the Redfin platform and nation's #1 brokerage site, which gets 52 million monthly visitors and 600 million luxury listing views each year. We offer our agents progressive commissions: the more you sell, the more you keep from your Redfin-generated and loyalty customers. And since Redfin covers your business expenses, what you earn is what you keep. Customer Opportunities + Support Redfin agents have everything they need to reach more qualified buyers and win listings. Redfin.com customers: You'll get 100 new customers each year from Redfin, in addition to helping clients already in your sphere or book of business. Technology: Our proprietary CRM helps you manage your deals and stay in touch with your whole pipeline, alerting you when someone might be ready to make another move. Support: You'll get support from a dedicated transaction coordinator, listing coordinator, and a team of showing agents. Our inside sales team qualifies opportunities and books them directly on your calendar. They handle many details for events, like organizing showing appointments and letting you know when and where to show up. Earn More Money Redfin agents earn competitive commissions on their closed deals, with unlimited upside! Commissions vary by deal source with higher splits awarded for repeat Redfin clients: Competitive splits: Redfin Agents earn competitive commissions on the revenue of their closed deals, and there are no limits on the amount you can earn. Splits vary by deal source (Agent-generated or Redfin-generated) and higher commission splits are awarded for your repeat Redfin clients. In-year accelerators: opportunity to unlock higher commissions through an in-year commission accelerator that lasts the remainder of the year, if you hit a specified sales volume threshold Top producer perks: earn a President's Club trip to an international destination, qualify for stock grants and get exclusive access to represent clients buying and selling high-priced homes through our luxury brand Reap The Perks Everything you need, none of the hassle. Zero agent fees: We pay all of the necessary costs of doing business, including state license and MLS dues, association fees, mileage, cell phone plan, and more. Healthcare, 401K, and more: Our generous benefits package includes medical, dental, vision, and insurance benefits, flexible spending account, health savings account, life and disability insurance, fertility benefits, commuter benefits, Employee Assistance Programs; and 401(k) employer match. Marketing investment: We're spending $65M in 2025 to connect our agents with buyers and sellers, equating to roughly $31k per existing agent*, on top of all the other ways we drive client demand to our agents. Flexible vacation: Redfin agents enjoy flexible vacation that supports the importance of time away from work for rest and relaxation. Planned 2025 ad spending divided by lead agents working at Redfin as of January 2025 Who You Are We're looking for the best agents who put clients first and are driven to win in their career. Active and unrestricted real estate license Reliable mode of transportation and ability to travel within your market Minimum of 1 year residential real estate sales experience, ideally with closed transactions; or related real estate experience including but not limited to prior experience with Redfin in a real estate capacity You are a trusted advisor with in-depth experience leading clients through the home buying and selling process You have a proven track record of winning web leads and clients over, closing deals and earning referral business You have excellent interpersonal communication and customer service skills You embrace technology to build your business and collaborate efficiently The compensation information below is provided in compliance with all applicable job posting disclosure requirements. This is a commission-based role with unlimited upside. Commissions in this role are expected to range from $30,000-$1,250,000. On average, agents make $165,000, but there is uncapped potential. We offer a generous benefits package including flexible vacation that supports the importance of time away from work for rest and relaxation, paid parental leave, sick leave (accrued at 1 hour for every 30 hours worked), medical, dental, and vision insurance benefits, flexible spending account, health savings account, life and disability insurance, fertility benefits, Employee Assistance Programs, and 401(k) employer match. Redfin is an equal opportunity employer committed to hiring a diverse workforce. A diverse, inclusive culture is vital to Redfin's mission of making real estate better for people from all walks of life. We're proud that Redfin is a place where different points of view and backgrounds are encouraged and respected. We constantly strive to build a company that reflects the world around us, based on our conviction that pursuing and developing talent of all types is the right way for a business to thrive over the long haul. Redfin provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, and any other characteristic protected by applicable federal, state or local law. If you need an accommodation in the application or recruitment process because of a disability or special need, please contact recruitingteam@redfin.com Redfin encourages individuals with criminal record histories to apply for employment and considers such individuals for employment consistent with the requirements of any applicable fair chance acts, including but not limited to the California, San Francisco and Los Angeles County Fair Chance Acts. Redfin accepts applications on an ongoing basis.
Posted 30+ days ago
Real Estate Valuations Services Manager Or Senior Manager
WeaverMidland, TX
$100,000 - $245,000 / year
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 a Real Estate Valuations Manager or Senior Manager to join our growing team. The Real Estate Valuations Manager or Senior Manager will plan, supervise and review multiple engagements and other client assignments such as real estate appraisals for financial and tax reporting purposes, mortgage-based lending, and purchase decisions. They will provide consulting and/or real estate valuation services in connection with sale/leaseback analyses, purchase price allocations, and fairness opinions. To be successful in this role, the following qualifications are required: Bachelor's degree in Finance, Economics, Accounting, or Business or equivalent required Licensed Certified General Appraiser in at least one (1) state 5-10 years of experience in public accounting, national valuation, investment or commercial banking or equivalent work experience Proficiency in creating discounted cash flow models in Argus Enterprise Proficiency in commercial lease extraction, identifying key valuation related metrics Proficiency in analyzing historical financial statements and budgets to project future property-level expenses Additionally, the following qualifications are preferred: Master's degree MAI Certification Weaver Benefits At Weaver, our most valuable resources 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 $100,000 to $245,000. 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. Applications for this position will be accepted for at least 5 days from the date of posting. We encourage any candidate who is interested and qualified to apply as soon as possible. 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
Tax Senior Manager - Real Estate
Elliot DavisColumbia, SC
WHO WE ARE Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices - located in the fastest growing cities in the US - are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Job Summary We are looking for a Tax Senior Manager to join our Real Estate Practice. This candidate will consult on complex tax matters and oversee the tax compliance process for primarily real estate related businesses, ensuring compliance with state and federal tax regulations. Tasks will include business development, leading a team, advising, researching and identifying tax issues, recommending solutions to customer issues and engagement management. The Tax Senior Manager will delegate and manage tax assignments and perform routine administrative duties, as needed. The Tax Senior Manager is responsible for training, supporting, supervising, motivating, and reviewing the work of the tax team. We see this role as a future leader in our firm and are looking for someone motivated to take the next step in their career. LI-JR1 LI-HYBRID Responsibilities Develop and sustain excellent customer relationships with some of the top real estate companies in our markets Collaborate cross-functionally within the firm to grow existing business and offer a variety of business solutions to customers and prospects Be anticipatory, analyze and observe industry trends to advise customers through times of disruption and uncertainty Continuously build and improve specialty area knowledge for professional development Perform technical review of tax returns and conduct tax research needed to produce an accurate and efficient work product Review operating agreements, letters of intent, purchase agreements, as well as other tax transaction related documents Review and develop workpapers supporting partnership allocations, basis adjustments, and other complex tax matters Manage and monitor economic performance of customer engagements, including billing and collections Actively communicate progress of engagements, manage workflow and ensure proper planning and coordination with the team needed to meet customer expectations Provide effective performance feedback and on-the-job training, celebrating and awarding excellence in performance Attract and retain top talent by taking an active role in engaging your team throughout their career Develop and grow a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business Represent Elliott Davis in the business community and be active within professional organizations Be an active member of the local community by giving back and through services to others Requirements Bachelor's degree in Accounting, Finance or Law; Masters in Tax/LLM, preferred 7+ years of recent public accounting firm experience, including managing multiple real estate tax projects and customer engagements Experience developing team members, assigning projects, and managing workflow Significant experience working within the real estate industry on all types of entity and individual taxes, especially Partnerships Experience analyzing flow-through entity distribution and profit/loss language in Operating Agreements CPA certification, required Leadership and project/team management skills Excellent communication and networking acumen Ability to manage and grow strong customer relationships Experience with tax software and technology WHY YOU SHOULD JOIN US We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater. That's right - all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: generous time away and paid firm holidays, including the week between Christmas and New Year's flexible work schedules 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible) first-class health and wellness benefits, including wellness coaching and mental health counseling one-on-one professional coaching Leadership and career development programs access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally NOTICE TO 3RD PARTY RECRUITERS Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals. ADA REQUIREMENTS The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Requirements While performing the duties of this job, the employee is: Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus Cognitive/Mental Requirements While performing the duties of this job, the employee is regularly required to: Use written and oral communication skills. Read and interpret data, information, and documents. Observe and interpret situations. Work under deadlines with frequent interruptions; and Interact with internal and external customers and others in the course of work.
Posted 30+ days ago
Real Estate Agent - Fremont
RedfinSan Francisco, CA
Join the ranks of Redfin's top-producing real estate agents by joining an agent team or individually, and get the best of both worlds: highly competitive commissions coupled with Redfin.com customers, benefits and support! Maximize your earnings by plugging into the Redfin platform and nation's #1 brokerage site, which gets 52 million monthly visitors and 600 million luxury listing views each year. In California, one in five $1M+ buyers contact Redfin for service. We offer our agents progressive commissions: the more you sell, the more you keep from your Redfin-generated and loyalty customers. And since Redfin covers your business expenses, what you earn is what you keep. Customer Opportunities + Support Redfin agents have everything they need to reach more qualified buyers and win listings. Redfin.com customers: You'll get 100 new customers each year from Redfin, in addition to helping clients already in your sphere or book of business. Technology: Our proprietary CRM helps you manage your deals and stay in touch with your whole pipeline, alerting you when someone might be ready to make another move. Support: You'll get support from a dedicated transaction coordinator, listing coordinator, and a team of showing agents. Our inside sales team qualifies opportunities and books them directly on your calendar. They handle many details for events, like organizing showing appointments and letting you know when and where to show up. Earn More Money Redfin agents earn competitive commissions on their closed deals, with unlimited upside! Commissions vary by deal source with higher splits awarded for repeat Redfin clients: Competitive splits: Redfin Agents earn competitive commissions on the revenue of their closed deals, and there are no limits on the amount you can earn. Splits vary by deal source (Agent-generated or Redfin-generated) and higher commission splits are awarded for your repeat Redfin clients. In-year accelerators: opportunity to unlock higher commissions through an in-year commission accelerator that lasts the remainder of the year, if you hit a specified sales volume threshold Top producer perks: earn a President's Club trip to an international destination, qualify for stock grants and get exclusive access to represent clients buying and selling high-priced homes through our luxury brand Reap The Perks Everything you need, none of the hassle. Zero agent fees: We pay all of the necessary costs of doing business, including state license and MLS dues, association fees, mileage, cell phone plan, and more. Healthcare, 401K, and more: Our generous benefits package includes medical, dental, vision, and insurance benefits, flexible spending account, health savings account, life and disability insurance, fertility benefits, commuter benefits, Employee Assistance Programs; and 401(k) employer match. Marketing investment: We're spending $65M in 2025 to connect our agents with buyers and sellers, equating to roughly $31k per existing agent*, on top of all the other ways we drive client demand to our agents. Flexible vacation: Redfin agents enjoy flexible vacation that supports the importance of time away from work for rest and relaxation. Planned 2025 ad spending divided by lead agents working at Redfin as of January 2025 Who You Are We're looking for the best agents who put clients first and are driven to win in their career. Active and unrestricted real estate license Reliable mode of transportation and ability to travel within your market Minimum of 1 year residential real estate sales experience, ideally with closed transactions; or related real estate experience including but not limited to prior experience with Redfin in a real estate capacity You are a trusted advisor with in-depth experience leading clients through the home buying and selling process. You have a proven track record of winning clients over, closing deals and earning referral business. You have excellent interpersonal communication and customer service skills You embrace technology to build your business and collaborate efficiently The compensation information below is provided in compliance with all applicable job posting disclosure requirements. This is a commission-based role with unlimited upside. Commissions in this role are expected to range from $30,000-$1,250,000. On average, agents make $165,000, but there is uncapped potential. Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back. Check out our full list of Benefits and Perks. Redfin is an equal opportunity employer committed to an inclusive workforce. An inclusive culture is vital to Redfin's mission of making real estate better for people from all walks of life. We're proud that Redfin is a place where different points of view and backgrounds are encouraged and respected. We constantly strive to build a company that reflects the world around us, based on our conviction that pursuing and developing talent of all types is the right way for a business to thrive over the long haul. Redfin provides equal employment opportunities to all employees and applicants for employment and prohibit discrimination based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, and any other characteristic protected by applicable federal, state or local law. If you need accommodation in the application or recruitment process because of a disability or special need, please contact recruitingteam@redfin.com Redfin encourages individuals with criminal record histories to apply for employment and considers such individuals for employment consistent with the requirements of any applicable fair chance acts, including but not limited to the California, San Francisco and Los Angeles County Fair Chance Acts. Redfin accepts applications on an ongoing basis.
Posted 30+ days ago
Risk Advisory Services Principal - Technology, Real Estate Or Financial Services
Baker Tilly Virchow Krause, LLPSan, CA
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Overview
Schedule
Full-time
Education
CPA
Career level
Senior-level
Benefits
Career Development
Job Description
Overview
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Are you interested in joining one of the fastest growing public accounting firms?
Are you interested in being part of a National Practice in a premier Risk Services Practice?
If yes, consider joining Baker Tilly (BT) as a Risk Advisory Services Principal. Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, IT, and cybersecurity best practices.
As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial principals in our field. If you are invigorated by these exciting challenges, then this could be the right opportunity for you!
What you'll do:
Provide leadership, management and strategic direction with a focus on providing an exceptional client service experience, an environment where associates can learn and grow and financial success obtained through growth and sound fiscal decision making
Translate firm vision and strategy into an actionable business plan, provide specific objectives to be accomplished and monitor progress
Team with marketing to develop sales and marketing plans, investigate and pursue areas for expansion of services within existing client base while also pursuing new clients, actively participate in proposals
Coordinate firm resources to ensure the best products and services are provided to clients
Ensure your team members are provided with meaningful training and development opportunities, are appropriately challenged by increasingly complex work, are presented with timely and thoughtful feedback and are positively recognized for their efforts
Oversee the profitability of the practice to include effective utilization of personnel, appropriate rates for services provided, timely collection of fees
Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed:
Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement
Think independently and strategically about your clients' business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes and business objectives
Provide strategic business advice to clients by assisting in the implementation of new processes and controls that address key risks
Assess, manage and optimize business risk across a wide range of areas, including operational audit, enterprise risk management (ERM) and SOX compliance
Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients
Be responsible for significant new business development, including identifying, sourcing, pursuing, and winning risk advisory opportunities at large technology, real estate or financial services systems
Produce comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies
Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service
Lead professional and effective presentations to internal and external audiences
Qualifications
Strong candidates are recognized industry experts with well-rounded experience working with risk services, specifically:
Bachelor's Degree in Accounting, Accounting Information Systems, or related program
CPA or CIA designation(s) required
Twelve (12)+ year(s) experience with risk advisory, internal/external audit, business process reengineering, and/or internal controls, with internal audit experience in the technology, real estate or financial services setting
Seven (7)+ year(s) of supervisory experience, mentoring and counseling associates
Successful track record of building and growing a Risk Advisory practice, including building a team, a client base and managing revenue
Proven track record of new business development in the technology, real estate or financial services industry
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Ability to travel as needed for client engagements
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