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HI, WE’RE BROADLY!

Our product enables local businesses to deliver a five-star customer experience. People have a better experience when the business is responsive, engaged, and customer-centric. By helping local businesses serve their customers better, we also help them thrive.

Our culture is diverse and inclusive and what we all have in common is that we find purpose in our work, we know our work has meaning, and we strive to learn from one another as we build Broadly together!

What is the job really?


  • Communicate with clients about billing discrepancies and questions.

  • Locate and notify customers of delinquent accounts by email or telephone to solicit payment.

  • Duties include updating credit card information and confirming the updating records of collection and status of accounts.

  • Outreach to customers with credit cards who will soon expire to update company records.

  • Locate and monitor overdue accounts, using computer systems, Salesforce and Zuora and a variety of other automated systems. Work to align various systems and clean up data.

  • Confer with customers by telephone to determine reasons for overdue payments and to review the terms of sales and service.

  • Receive customer checks and send electronic records to the accounting team.

  • Make recommendations for bad debt write-offs.

  • Protects organization's value by keeping information confidential.

Requirements:


  • Collection experience, preferably business to business collections

  • Must have familiarity with Excel, Word, Salesforce. Zuora & QuickBooks (Online preferably)

  • Demonstrated ability to communicate effectively with internal and external customers, including strong listening skills, the ability to professionally handle difficult collection calls, and the ability to provide excellent customer service with a professional demeanor in all situations

  • Proven ability to consistently meet and exceed collection goals, with consistent month-over-month reduction in AR

  • Highly organized with proven ability to work independently, set priorities and meet deadlines

  • High school diploma required; Associates Degree or higher preferred

Benefits:


  • Flexible Time Off: We believe that a balance between work and life is essential to happiness and success, so work hard and take the time you need

  • Health Coverage: We offer competitive coverage plans for medical, dental and vision, because you’re worth it

  • Food: We serve catered lunch every week, host company get-togethers and stock the office with bountiful snacks

  • Fitness: Gym subsidy, commuter benefit

  • Travel: Ask us about our International Travel Stipend

  • Team Bonding: Team Outings, Regular Meet'n'Greets, Quarterly All Hands and more!

  • Equity: Yeah, you’ll be a stakeholder, we all are!

  • Compensation: $40,000 base salary

Broadly is committed to providing and promoting equal opportunity for all employees and applicants. We comply fully with the spirit, as well as the letter, of all applicable local, state, and federal laws and regulations implementing the national objective of equal employment opportunity. Broadly does not discriminate in employment opportunities or practices on the basis of race, color, citizenship status, national origin, ancestry, gender, pregnancy, sexual orientation, gender identity, genetic information, age, religion, creed, physical or mental disability, marital or domestic partner status, veteran status, political or religious affiliations, height, weight, or any other characteristic protected by law.

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Company: Lutheran Social Services of Northern California

Job Title: Accounts Payable Clerk

Location: Concord

Classification: Permanent Full Time

Reports to: Accounting Manager

Hourly Pay: $23-$25 plus comprehensive benefits DOE

Agency Overview:

Lutheran Social Services of Northern California is a non-profit 501(c) 3 agency providing services in supportive housing and money management, with program offices in San Francisco, Sacramento, Stockton and Concord.

Position Description:

Responsible for Account Payable functions including processing invoices, check requests, and check runs using ABILA software, as well as processing expense reports and procurement card expenditures. After 2-3 months, position will include some payroll responsibilities. Requires strong communication and problem solving skills. Must be able to work independently.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable and legal accommodations may be made to enable individuals with disabilities to perform essential functions.


  • Minimum two years of experience with Accounts Payable tasks required. Payroll experience a plus. Nonprofit or government fund accounting a plus.

  • BS degree in Accounting or related field. Directly relevant experience in lieu of education will be considered.

  • Computer experience with PC compatible machines, software including MS Word, Outlook and MS Office preferred. Moderate knowledge of MS Excel is required. 10-key by touch.

  • Non-profit/Govt. Fund accounting software experience preferred.

  • Demonstrate excellent professional, organizational, and communication skills.

  • Demonstrate maturity in handling HIPAA and other sensitive information.

  • Ability to work as a team member with a strong commitment to collaborative work.

  • Strong attention to detail & accuracy.

Core Competencies:


  • Maintain a strength-based perspective.

  • Provide diverse services to diverse people.

  • Treat others with respect and courtesy, striving for open and honest working relationships.

  • Maintain high ethical standards when dealing with others.

  • Demonstrate good judgment and common sense.

Duties:

The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.


  • Ensure timely and accurate payment of all check requests and invoices

  • Review and reconcile expense reports and procurement card expenditures and enter expense data into accounting software.

  • Review procurement cards against bank records and correct errors as needed.

  • Processes all check requests, invoices and vendor credits in accordance with company policies and internal controls.

  • Prepare authorized checks for mailing or distribution.

  • Review coding on all check requests and invoices; resolve coding issues with appropriate Office Manager/Program Manager in a timely manner, usually within a few days.

  • Work with vendors, property managers, etc. in resolving problems.

  • Provide daily A/P reports to Accounting Manager or Controller/CFAO.

  • Maintain vendor relationships in accordance with payment terms.

  • Recommend and help implement ongoing process improvements.

  • Able to multi-task, and to perform sensitive transactions and internal control requirements.

  • Demonstrate understanding of accounting principles, including debits/credits, standard account reconciliations and journal entries.

  • Contribute to team projects as requested; attend team meetings and participate fully.

  • Perform other duties as assigned. 

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Head of Member Engagement, New York   

The Philanthropy Workshop is seeking a Head of Member Engagement, New York to be based in our New York office. This position reports to the Chief Membership Officer in San Francisco. Preferred start date is March 2019 or later.   

WHO WE ARE

The Philanthropy Workshop (TPW) is a dynamic, expanding and highly entrepreneurial organization with ten team members across offices in London, New York, and San Francisco. TPW is the global leader in strategic philanthropy education and fosters a member network of over 450 individuals from around the world, all trained in the core principles and practices of strategic philanthropy. Our mission is to accelerate social impact by mobilizing a global network of strategic investors united by their commitment to unlock resources, lifelong learning, collaboration and entrepreneurial approaches.   

WHO WE NEED

TPW is seeking a Head of Member Engagement, New York to drive member engagement and growth of the network in New York City and other key markets in the Eastern United States, and to help design and facilitate TPW learning programs that foster connections and learnings across the TPW community. Our work environment is fast-paced, informal, collaborative and professional. This position will work closely with all members of the TPW team but predominantly with the Chief Membership Officer and the Member Engagement team in London and San Francisco. Primary responsibilities include:   


  • Design and implement a member engagement strategy specific to New York City and other key markets that builds meaningful relationships, and drives engagement, learning and peer-to-peer connections across the TPW network. 

  • Manage a portfolio of existing members, curating a high touch experience for these members.  

  • Drive new member recruitment in New York City and other key markets to achieve team membership targets. 

  • Ensure new members are successfully onboarded and integrated into the network, setting them up for long term engagement with TPW.   

  • Organize and deliver excellent local programs with Program Team support to enhance member learning and encourage consistent engagement across the TPW network. 

  • Regularly represent TPW at social sector gatherings and events, and directly support TPW members on select local engagement opportunities. 

  • Support core New York City TPW Team with miscellaneous office, program, event and partner needs (as needed).  

WHO YOU ARE   

TPW recognizes that experience comes in a variety of forms and is willing to consider candidates with a range of backgrounds. We are a small, high-performing staff and the ideal candidate must fit into our fast-paced, mission-aligned team. This requires a self-starter who will thrive working together with a team and independently, is willing to dive into new projects and eager to contribute in a wide variety of ways to our global team.    

A successful candidate will have the following personal and professional traits:   

Personal: 


  • Passion for our mission and driving positive social change  

  • Humility and ability to “roll up your sleeves” and jump in  

  • Relationship-driven focus 

  • Commitment to a learning mindset 

  • Collaborative culture builder   

Professional: 


  • BA/BS degree in a related field 

  • Minimum 5-7 years’ work experience in/knowledge of nonprofit, philanthropy and/or technology sectors 

  • Experience building or scaling engagement programs 

  • Experience interacting and liaising with philanthropists, major donors or senior executives 

  • Excellent interpersonal, communication, and presentation skills 

  • Able and willing to work highly independently at times and also in a collaborative setting 

  • Comfortable in entrepreneurial and nimble environment, working as a resourceful, flexible team member who can wear many hats as needed to meet objectives 

  • Unwavering attention to detail 

  • Strong technological skills 

  • Ability to learn and develop new skills 

  • Willing and able to travel    

COMPENSATION & BENEFITS   

The Head of Member Engagement, New York is a full-time position. Our salaries are competitive with other similar organizations and benchmarked for the cost of living in New York. TPW offers an excellent benefits package including health, dental, and vision coverage and 401k match. We also offer a flexible work environment with a balanced schedule of in-office and work-at-home time.   

HOW TO APPLY   

To apply, please email your resume, cover letter, and a writing sample describing your interest and qualifications for the position to apply@tpw.org with the subject line “Head of Member Engagement, New York”. Applications will be reviewed as they are received. No phone call or recruiters please. TPW is an equal opportunity employer.      

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 We are a industry leading insurance and financial services broker/dealer in Burlingame, CA looking for part time or full time Finance Associates to expand in the San Francisco Bay Area. Qualified candidates will receive training on money management, how to pay off debt, cash saving, asset protection, life insurance, retirement planning, investing, wealth accumulation, and entrepreneurship.

Finance Associates are required to attend weekly training and pass the CA Life & Health Insurance exam. Securities licenses (6 & 63) sponsorship is also available for qualified Finance Associates.

No previous experience required, but previous experience is a plus.

Qualified Candidates Must:

Have NO prior Felonies

Be Coachable

Be Driven

Be able to pass the CA Life & Health license exam with a 60% or higher

Honest and will always put the client's interest first

(Bilingual is a plus)

 

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Under the direct supervision of the Revenue Cycle/Billing Manager with fiscal oversight from the Finance and Accounting department, the Revenue Cycle Liaison is responsible for the processing and maintenance of all current medical patient accounts. The Revenue Cycle Liaison also provides analytical support to establish and achieve revenue cycle goals and objectives. Using industry guidelines and best practice standards, The Revenue Cycle Liaison supports optimization of department performance in a variety of areas, including, but not limited to, coding and claims submission and adjudication. Using standard and ad hoc reporting, the Revenue Cycle Liaison identifies opportunities for improvement and procedural enhancement. As a collaborative position, the Revenue Cycle Liaison must work together with physicians, medical assistance, front desk staff, and Finance and IT staff (and staff from other departments) to ensure the timeliness and accuracy of billing for patients.

This is a full-time benefited position working 40 hours per week during clinic hours, typically Monday through Friday. We offer excellent benefits including: 100% paid medical, dental, vision (including dependent and domestic partner coverage), generous leave benefits including paid holidays, PTO, Flexible Spending Accounts, 403(b), Life Insurance and retirement savings plan.

Tiburcio Vasquez Health Center, Inc. is a non-profit community health center that is dedicated to promoting the health and well-being of our community by providing accessible, high quality care by integrating primary care, dental care, WIC support, mental health counseling, community health education and more.

Responsibilities


  • Performs day-to-day administrative functions in support of the medical services department with a focus on patient billing.

  • Establishes, maintains and updates patient accounts in accordance with TVHC policies and procedures.

  • Works interdependently with the Finance and Accounting department to maximize patient billing under all forms of acceptable insurance reimbursement and self-pay.

  • Communicates regularly with the management staff, as appropriate, to ensure the smooth and efficient workflow and processes throughout the Health Centers.

  • Verifies accuracy on all patient encounter forms, resolving all questions in procedure coding prior to submitting billing. Also works with providers and support staff to address billing rejections to make necessary corrections for timely rebilling.

  • Maintains current knowledge of billing practices, procedure codes, and patient insurances. Enlists the assistance of the Chief Financial Officer and/or her/his designee in questions of compliance, “red flag” activity, proper handling of cash receivables, and other matters involving fiscal responsibility in patient accounts.

  • Monitors workflow for multiple sites to accomplish timely billing cycles, submitting all records on a monthly schedule without fail and without compromise to accuracy.

  • Observes highest degree of confidentiality protocols to prevent compromise of patient records.

  • Provides superior customer service to all patients and takes a solutions-oriented approach to all complaints related to patient billing issues.

  • Enters charges, receipts, changes and other input into the patient accounts information systems.

  • Ensures integrity of patient records including computer data back-up on a daily basis.

  • Demonstrates ability to meet or exceed Service Excellence Standards of TVHC, Inc.

  • Enter / update sliding scale fees as approved by the Board of Directors

  • Performs other duties as assigned.

Qualifications


  • Must possess excellent oral and written communication skills.

  • Must have advanced analytical skills, including data analysis and procedure review.

  • Proficiency with Microsoft Office applications, particularly Excel, Word and PowerPoint.

  • Report production and presentation skills.

  • Excellent interpersonal skills and highly developed customer service skills.

  • Experience with EPIC Electronic Billing, and EHR in an FQHC environment

EDUCATION AND EXPERIENCE


  • High school graduate or equivalent required.

  • Associates degree or higher in accounting or related field highly preferred.

  • Medical billing; medical practice front-end experience strongly preferred.

  • Experience in accounting, preferably with at least one year in a health services delivery environment.

  • Prior experience handling cash receivables, making deposits, providing receipts and keeping logs of payments highly desirable.

  • Experience working with Non-Profit agencies preferred.

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Job Description


 


Assistant Property Director- Property Management


WE ARE LOOKING FOR A SUPERSTAR!


Are you highly motivated and experienced in leasing apartments with a proven track record of success in achieving goals?


Are you seeking an employer that provides growth opportunities for its top performers?


Do you want to work for a stable, high integrity company that offers good pay, commissions, and benefits?


 


Then Davlyn Investments, Property Management may have just the job you desire!


We have an immediate opening for a skilled and motivated Assistant Property Director in Santa Rosa.


Davlyn offers a competitive total compensation program that includes bonus opportunity, medical, dental and vision insurance, a 401K plan, vacation time and sick leave.


 


Role:


Under the direction of a Property Director, our Assistant Property Director will use his/her financial management, leasing, and customer service skills to:


 


- Lease available units


- Inspect units after move out and prior to new move ins


- Oversee vendors


- Disposition of security deposits


- Accounts receivable


- Provide excellent customer service to residents and prospects


- Work in a collaborative team environment


- Complete administrative tasks as required


- Increase property revenues


- Decrease operating and maintenance expenses


- Achieve customer satisfaction through responsiveness to needs, enhanced communication and unparalleled professionalism.


 


Qualifications:


 


- One year of experience in multi-family Property Management (of 60+ units). Yardi experience is preferred.


- Intermediate to advanced sales, marketing, apartment management and personnel management (including labor laws) education and experience.


- Strong customer service, problem solving, organizational, time management, oral and written communication skills.


- Proficiency with computer software applications such as MS Word, Excel and Outlook.


- Physical and visual ability to inspect apartment units, landscaping, vendor and subordinate work performance.


- Ability to multi-task and prioritize


- Ability to comprehend basic math and financial analysis.


- A polished and professional demeanor and appearance.


- Able to work a flexible schedule, including weekends.


- Strong work ethic that includes being dependable, flexible, and team oriented.


-Valid California driver's license, a good driving record and dependable transportation.


- Ability to travel to other properties as needed for coverage.


 


*All offers of employment are contingent upon the successful completion of a drug screen, background check, and credit check.


Davlyn Investments Property Management is a privately held, highly entrepreneurial real estate investment firm specializing in the acquisition, management and disposition of multifamily and office properties located throughout Southern California.


Our employees thrive in a small but growing organization and excel in a fast-paced environment with a company culture that reflects the entrepreneurial spirit of the principals. This is a culture where creativity, passion, a strong work ethic and high integrity are valued and recognized. Employees at Davlyn enjoy challenging work assignments, seek personal and professional development and embrace the change that exists with a company in an on-going growth mode.


Davlyn offers a competitive total compensation program that includes bonus opportunity, medical, dental and vision insurance, a 401K plan, vacation time and sick leave.


 


 


Company Description

Founded in 1993, Davlyn Investments is a prominent real estate operating company focused in California, that specializes in the acquisition, renovation, repositioning, management and sale of multifamily, and office projects throughout California.

Building value is more than an abstract concept to us. Our unmatched attention to detail and standards of quality result in greater demand for our product, and in turn, generate superior returns to our investors.

Join our team, today!


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Are you a strategic and creative Multistate Tax Investment Management professional who likes solving complex state and local tax issues? Are you ready to make a greater impact on organizations by combining tax consulting solutions and innovative technology that align the tax function with business objectives?

We are looking for a sharp, analytical Multistate Tax Investment Management Manager who is ready to take on new challenges and join one of the largest Multistate Tax practices in the world.

What you ll do

As a Manager within the Multistate Tax Investment Management group, you will be a valuable member on engagements and provide state tax consulting and compliance services to a diverse client base in the investment management industry including private equity funds, hedge funds, management companies, and family offices to name a few. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from Firm Leadership to ensure you are set up for success in your role and career. Responsibilities will include:

Maintaining and developing strong client relationships on various tax consulting/compliance engagements.

Advising clients on a variety of issues including partnership and corporate state and local tax returns and work papers with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation.

Coordinating with an in-house tax preparation team within Deloitte and with the clients tax department.

Overseeing detailed review of estimated payment, withholding and composite tax calculations as well as investor packages including state K-1s and grids and related filings.

Researching and analyzing state tax legislation and assisting with the overall impact on the compliance and investor reporting process.

Overseeing various tax consulting projects including research and writing projects related to tax planning, restructuring, due diligence, nexus studies, audit defense, and accounting for income taxes.

Managing engagement workflow management and supervising tax consultants and interns on assigned engagements.

The Team

Deloitte s Multistate Tax Services Investment Management group is part of one of the largest State and Local Tax practice in the world with more than 1,500 professionals worldwide. Our Multistate Tax professionals include former state tax auditors and administrators, industry personnel, tax practitioners, accounting specialists, and technology personnel with numerous years of multistate tax experience. Collectively, our team has significant experience with the requirements and nuances of jurisdictions in all 50 states. In addition to the investment management services discussed above, our overall practice s specific services include state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy.

Qualifications

Required

5 years experience in state income and franchise tax, with experience in the Investment Management industry

Experience with state and local pass-through and corporate tax returns

Experience with state tax planning, tax research, and tax analysis

Bachelor's degree in accounting, finance, or related field

CPA certification if qualified to sit for the CPA; if not qualified, licensed attorney, Enrolled Agent, or other appropriate certification

Management experience

Preferred

Public Accounting experience

Excellent research and writing skills

Excellent presentation and communications skills

How you ll grow

At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there s always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career. Explore Deloitte University, The Leadership Center.

Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you at https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html .

Deloitte s culture

Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to maintain a culture where our people excel and lead healthy, happy lives. Learn more about Life at Deloitte .

Corporate citizenship

Deloitte is led by a purpose: to make an impact that matters. This purpose defines who we are and extends to relationships with our clients, our people and our communities. We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities. Learn more about Deloitte s impact on the world at https://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-corporate-citizenship.html .

Recruiter tips

We want job seekers exploring opportunities at Deloitte to feel prepared and confident. To help you with your interview, we suggest that you do your research: know some background about the organization and the business area you re applying to. Check out recruiting tips from Deloitte professionals at https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html .

#IND:PTY

Hypergrowth

Category: Tax

About Deloitte

As used in this document, Deloitte means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.


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Job Description


Seeking a smart Executive Assistant and Personal Assistant to a President and Chief Strategy Officer of a new finance investment wealth management company. This EA will provide a high level of administrative support for the CSO, and then provide personal assistant support for the President.This is great for someone who wants to get in at the ground level and help grow the company! Ideal candidate is proactive, very organized and a team player...must have advanced organizational experience and ideally, some kind of professional experience in finance. This EA/PA will handle these 2 very busy executives...must be able to handle calendaring, complex travel arrangements, phones, client contact, correspondence, proofread documents, maintains client contact database, follow-through with clients, etc. Must keep the executives focused! Ideal candidate is super organized and efficient, and be able to handle different personalities, takes initiative beyond routine responsibilities and is smart, energetic, strong and polished.


Qualifications:


3+ years of ADMINISTRATIVE experience handling heavy client contact, travel arrangements and calendaring


Administrative and/or executive assistant experience working with senior level executives preferred. Finance industry preferred.


Working knowledge of Microsoft Word, Excel, Powerpoint and SalesForce. Training can be provided if needed. 60 wpm typing speed, excellent grammar, spelling, punctuation and communications skills.


Flexible attitude, flexible for overtime.


Position is temp-to-hire, and the hours will start off as part-time and as one learns the job and can do more, the hours will become full-time. Some of the work will be remote as well as in the office so flexibility is key.


Salary is hourly during the temp-to-hire at $25-28/hour, and then if one gets hired, the salary can be $55-75k, DOE, for permanent salary, plus bonuses. Medical stipend provided.


College degree required.


Cover letter outlining your applicable skills is appreciated.


 


Company Description

We are the recruiting agency under contract with a wealth management & investment company for a ultra high net family to help find them the best talent.


See full job description

Are you a strategic and creative Multistate Tax Investment Management professional who likes solving complex state and local tax issues? Are you ready to make a greater impact on organizations by combining tax consulting solutions and innovative technology that align the tax function with business objectives? 

We are looking for a sharp, analytical Multistate Tax Investment Management Manager who is ready to take on new challenges and join one of the largest Multistate Tax practices in the world. 

What youll do 

As a Manager within the Multistate Tax Investment Management group, you will be a valuable member on engagements and provide state tax consulting and compliance services to a diverse client base in the investment management industry including private equity funds, hedge funds, management companies, and family offices to name a few. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from Firm Leadership to ensure you are set up for success in your role and career. Responsibilities will include: 

Maintaining and developing strong client relationships on various tax consulting/compliance engagements.
Advising clients on a variety of issues including partnership and corporate state and local tax returns and work papers with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation. 
Coordinating with an in-house tax preparation team within Deloitte and with the clients tax department. 
Overseeing detailed review of estimated payment, withholding and composite tax calculations as well as investor packages including state K-1s and grids and related filings. 
Researching and analyzing state tax legislation and assisting with the overall impact on the compliance and investor reporting process. 
Overseeing various tax consulting projects including research and writing projects related to tax planning, restructuring, due diligence, nexus studies, audit defense, and accounting for income taxes. 
Managing engagement workflow management and supervising tax consultants and interns on assigned engagements. 


The Team 

Deloittes Multistate Tax Services Investment Management group is part of one of the largest State and Local Tax  practice in the world with more than 1,500 professionals worldwide. Our Multistate Tax professionals include former state tax auditors and administrators, industry personnel, tax practitioners, accounting specialists, and technology personnel with numerous years of multistate tax experience. Collectively, our team has significant experience with the requirements and nuances of jurisdictions in all 50 states. In addition to the investment management services discussed above, our overall practices specific services include state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy. 

Qualifications 
Required 

5+ years experience in state income and franchise tax, with experience in the Investment Management industry 
Experience with state and local pass-through and corporate tax returns 
Experience with state tax planning, tax research, and tax analysis 
Bachelor's degree in accounting, finance, or related field 
CPA certification if qualified to sit for the CPA; if not qualified, licensed attorney, Enrolled Agent, or other appropriate certification
Management experience 



Preferred 

Public Accounting experience
Excellent research and writing skills 
Excellent presentation and communications skills

How youll grow

At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe theres always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world.  From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career.  Explore Deloitte University, The Leadership Center.
 
Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you
 
Deloittes culture

Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to maintain a culture where our people excel and lead healthy, happy lives.  Learn more about Life at Deloitte.
 
Corporate citizenship

Deloitte is led by a purpose: to make an impact that matters. This purpose defines who we are and extends to relationships with our clients, our people and our communities.  We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities.  Learn more about Deloittes impact on the world.
 
Recruiter tips

We want job seekers exploring opportunities at Deloitte to feel prepared and confident. To help you with your interview, we suggest that you do your research: know some background about the organization and the business area youre applying to. Check out recruiting tips from Deloitte professionals.

Hypergrowth
 

H
ND:PTY



As used in this posting, Deloitte means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.


All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.



Deloitte will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. See notices of various ban-the-box laws where available. https://www2.deloitte.com/us/en/pages/careers/articles/ban-the-box-notices.html





Requisition code: E20SLCTMGRAN002-MTS




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See full job description

Are you a strategic and creative Multistate Tax Investment Management professional who likes solving complex state and local tax issues? Are you ready to make a greater impact on organizations by combining tax consulting solutions and innovative technology that align the tax function with business objectives?

We are looking for a sharp, analytical Multistate Tax Investment Management Manager who is ready to take on new challenges and join one of the largest Multistate Tax practices in the world.

What you ll do

As a Manager within the Multistate Tax Investment Management group, you will be a valuable member on engagements and provide state tax consulting and compliance services to a diverse client base in the investment management industry including private equity funds, hedge funds, management companies, and family offices to name a few. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from Firm Leadership to ensure you are set up for success in your role and career. Responsibilities will include:

Maintaining and developing strong client relationships on various tax consulting/compliance engagements.

Advising clients on a variety of issues including partnership and corporate state and local tax returns and work papers with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation.

Coordinating with an in-house tax preparation team within Deloitte and with the clients tax department.

Overseeing detailed review of estimated payment, withholding and composite tax calculations as well as investor packages including state K-1s and grids and related filings.

Researching and analyzing state tax legislation and assisting with the overall impact on the compliance and investor reporting process.

Overseeing various tax consulting projects including research and writing projects related to tax planning, restructuring, due diligence, nexus studies, audit defense, and accounting for income taxes.

Managing engagement workflow management and supervising tax consultants and interns on assigned engagements.

The Team

Deloitte s Multistate Tax Services Investment Management group is part of one of the largest State and Local Tax practice in the world with more than 1,500 professionals worldwide. Our Multistate Tax professionals include former state tax auditors and administrators, industry personnel, tax practitioners, accounting specialists, and technology personnel with numerous years of multistate tax experience. Collectively, our team has significant experience with the requirements and nuances of jurisdictions in all 50 states. In addition to the investment management services discussed above, our overall practice s specific services include state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy.

Qualifications

Required

5 years experience in state income and franchise tax, with experience in the Investment Management industry

Experience with state and local pass-through and corporate tax returns

Experience with state tax planning, tax research, and tax analysis

Bachelor's degree in accounting, finance, or related field

CPA certification if qualified to sit for the CPA; if not qualified, licensed attorney, Enrolled Agent, or other appropriate certification

Management experience

Preferred

Public Accounting experience

Excellent research and writing skills

Excellent presentation and communications skills

How you ll grow

At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there s always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career. Explore Deloitte University, The Leadership Center.

Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you at https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html .

Deloitte s culture

Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to maintain a culture where our people excel and lead healthy, happy lives. Learn more about Life at Deloitte .

Corporate citizenship

Deloitte is led by a purpose: to make an impact that matters. This purpose defines who we are and extends to relationships with our clients, our people and our communities. We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities. Learn more about Deloitte s impact on the world at https://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-corporate-citizenship.html .

Recruiter tips

We want job seekers exploring opportunities at Deloitte to feel prepared and confident. To help you with your interview, we suggest that you do your research: know some background about the organization and the business area you re applying to. Check out recruiting tips from Deloitte professionals at https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html .

#IND:PTY

Hypergrowth

Category: Tax

About Deloitte

As used in this document, Deloitte means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.


See full job description

Are you a strategic and creative Multistate Tax Investment Management professional who likes solving complex state and local tax issues? Are you ready to make a greater impact on organizations by combining tax consulting solutions and innovative technology that align the tax function with business objectives?

We are looking for a sharp, analytical Multistate Tax Investment Management Manager who is ready to take on new challenges and join one of the largest Multistate Tax practices in the world.

What you ll do

As a Manager within the Multistate Tax Investment Management group, you will be a valuable member on engagements and provide state tax consulting and compliance services to a diverse client base in the investment management industry including private equity funds, hedge funds, management companies, and family offices to name a few. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from Firm Leadership to ensure you are set up for success in your role and career. Responsibilities will include:

Maintaining and developing strong client relationships on various tax consulting/compliance engagements.

Advising clients on a variety of issues including partnership and corporate state and local tax returns and work papers with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation.

Coordinating with an in-house tax preparation team within Deloitte and with the clients tax department.

Overseeing detailed review of estimated payment, withholding and composite tax calculations as well as investor packages including state K-1s and grids and related filings.

Researching and analyzing state tax legislation and assisting with the overall impact on the compliance and investor reporting process.

Overseeing various tax consulting projects including research and writing projects related to tax planning, restructuring, due diligence, nexus studies, audit defense, and accounting for income taxes.

Managing engagement workflow management and supervising tax consultants and interns on assigned engagements.

The Team

Deloitte s Multistate Tax Services Investment Management group is part of one of the largest State and Local Tax practice in the world with more than 1,500 professionals worldwide. Our Multistate Tax professionals include former state tax auditors and administrators, industry personnel, tax practitioners, accounting specialists, and technology personnel with numerous years of multistate tax experience. Collectively, our team has significant experience with the requirements and nuances of jurisdictions in all 50 states. In addition to the investment management services discussed above, our overall practice s specific services include state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy.

Qualifications

Required

5 years experience in state income and franchise tax, with experience in the Investment Management industry

Experience with state and local pass-through and corporate tax returns

Experience with state tax planning, tax research, and tax analysis

Bachelor's degree in accounting, finance, or related field

CPA certification if qualified to sit for the CPA; if not qualified, licensed attorney, Enrolled Agent, or other appropriate certification

Management experience

Preferred

Public Accounting experience

Excellent research and writing skills

Excellent presentation and communications skills

How you ll grow

At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there s always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career. Explore Deloitte University, The Leadership Center.

Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you at https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html .

Deloitte s culture

Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to maintain a culture where our people excel and lead healthy, happy lives. Learn more about Life at Deloitte .

Corporate citizenship

Deloitte is led by a purpose: to make an impact that matters. This purpose defines who we are and extends to relationships with our clients, our people and our communities. We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities. Learn more about Deloitte s impact on the world at https://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-corporate-citizenship.html .

Recruiter tips

We want job seekers exploring opportunities at Deloitte to feel prepared and confident. To help you with your interview, we suggest that you do your research: know some background about the organization and the business area you re applying to. Check out recruiting tips from Deloitte professionals at https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html .

#IND:PTY

Hypergrowth

Category: Tax

About Deloitte

As used in this document, Deloitte means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.


See full job description

Job Description


Dean Capital Investments Management is a proprietary hedge fund manager based in the Washington, DC metro area. The firm uses a combination of quantitative modeling with fundamental analysis to develop and transact on global investment and trading opportunities. Dean Capital Investments Management and its affiliates have more than 100 employees and over 16 years of successful investment experience.


 


We are looking for a talented software developer to join the team. The successful candidate will thrive in a rapidly-evolving trading environment, adapting quickly to changes and being comfortable working with multiple tools/languages and across functional areas. A sampling of responsibilities includes: creating trading tools, scraping data, and some systems administration.


 


Our hiring focuses on demonstrated ability and potential, rather than on knowledge of specific languages and tools. Once on the team, you will immediately be able to make meaningful contributions and to take on new responsibilities quickly.


 


Skills & Requirements


Required:


· Bachelors or Masters in Computer Science, Engineering, or related work experience


· Experience developing with SQL databases. DBA experience a plus


· Unix/linux background


· Desire to learn new languages/technologies


 


Preferred:


· Exposure to AWS or other cloud platforms


· Experience with R, Python, and/or Clojure


· ETL processing with SSIS


· Knowledge of DevOps toolkit (e.g. Git, Puppet, Ansible, Chef, Salt)


 


 


Company Description

Dean Capital Investments Management is a proprietary hedge fund manager based in the Washington, DC metro area. The firm uses a combination of quantitative modeling with fundamental analysis to develop and transact on global investment and trading opportunities. Dean Capital Investments Management and its affiliates have more than 100 employees and over 16 years of successful investment experience.


See full job description

Are you looking to be a part of the largest growth area in the taxindustry? Do you have experience serving major players in partnershiptaxation, leading and mentoring teams, and advising on important tax andbusiness issues? If you re a senior leader who wants to develop and thrive inthe most strategic part of our tax practice and serve our largest clients, wehave an exciting opportunity for you as a TaxSenior Manager on our growing team!

What you ll do

As a Tax Senior Manager , you will utilize yourprior experience to provide tax compliance and advisory services to investmentmanagement clients. You will assist clients with effective analysis, solutiondevelopment, and implementation of clients tax objectives. You will manage theclient relationship by delivering tax advisory services to the client.Responsibilities will include:

Performing high-level reviews of tax research,partnership work papers, allocations, and tax filings

Preparing and leading client meetings oncompliance and advisory projects related to tax planning opportunities, and thetax implications of various transactions to the organization

Training, mentoring, and supervising new andexperienced Tax Managers, Seniors and Consultants

Taking on lead client-contact roles

Billing and profitability analysis onengagements

Involvement in marketplace eminence buildingand pursuits

Required Qualifications:

8 years experience providing tax planningservices or preparing and reviewing client work papers and income tax returns

-{PS..0}->6 years experience with investmentmanagement or partnership taxation

Experience managing projects includingscheduling, budgeting, client correspondence, and billing

Experience presenting to clients or otherdecision-makers for purposes of project delivery or sales pursuits

Bachelor s degree in accounting, finance, orother business-related field

CPA , Enrolled Agentor other appropriate certification required. If lacking CPA must be qualifiedto sit for the CPA. If not qualified, licensed attorney, enrolled agent orother appropriate certification (or in the process of or willing to obtain)

Ability to travel up to 25%

Preferred:

Previous Big 4 or large firm experience

Knowledge of fund accounting and generalledger accounting

-{PS..1}->Proven leadership skills demonstrating strongjudgment, problem-solving, and decision-making abilities

Strong executive presence and demonstratedeffective verbal and written communication skills

Advanced Degree: MST, MAcc, JD or LLM

The team

As the global leader in providing professional services to theInvestment Management industry, Deloitte Tax LLP works with clients to addressa range of critical issues brought on by regulatory changes, competition,globalization, advances in technology, and the changing demands of theirinvestors/customers. Our US tax industry group is comprised of more than 1,400partners, principals, and employees providing a spectrum of tax services to abroad range of Investment Management companies. Our financial services clientsinclude investment advisers and administrators from every sector of the industry,including hedge funds, private equity, investment partnerships, alternativeproducts, family offices, mutual funds, broker-dealers, banks, insurancecompanies, and other investment managers.

How you ll grow

At Deloitte, our professional development plan focuses on helpingpeople at every level of their career to identify and use their strengths to dotheir best work every day. From entry-level employees to senior leaders, webelieve there s always room to learn. We offer opportunities to help sharpenskills in addition to hands-on experience in the global, fast-changing businessworld. From on-the-job learning experiences to formal developmentprograms at Deloitte University, our professionals have a variety of opportunitiesto continue to grow throughout their career. Explore Deloitte University, TheLeadership Center. at https://zoomforth.com/s/deloitte/du#home

Benefits

At Deloitte, we know that great people make a great organization.We value our people and offer employees a broad range of benefits. Learn more aboutwhat working at Deloitte can mean for you. at http://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html

Deloitte s culture

We take pride in our culture and celebrate individuals byrecognizing their uniqueness. As a commitment to our people , weoffer well-being programs and provide our professional s opportunities forsupport and flexibility to make daily choices that can help them to behealthy, centered, confident, and aware. This supportive culture helpsenable our people to do their best work every day. Learn more aboutLife at Deloitte.

Corporate citizenship

Deloitte is led by a purpose: to make an impact that matters. Thispurpose defines who we are and extends to relationships with our clients, ourpeople and our communities. We believe that business has the power to inspireand transform. We focus on education, giving, skill-based volunteerism, andleadership to help drive positive social impact in our communities. Learn more aboutDeloitte s impact on the world. at http://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-corporate-citizenship.html

Recruiter tips

We want job seekers exploring opportunities at Deloitte to feelprepared and confident. To help you with your interview, we suggest that you doyour research: know some background about the organization and the businessarea you re applying to. Check outrecruiting tips from Deloitte at http://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html professionals. at http://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html

Hypergrowth

Category: Tax

About Deloitte

As used in this document, Deloitte means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.


See full job description


Req ID: 31197
Experience Level: Manager
Other Location(s):N/A
Relocation offered: Yes
Travel required: None

Come grow with us

At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. But it's more than that. It's smart and highly driven people united in purpose to serve our investors and one another.

Bring your energy and unique perspective to Capital and you'll have the opportunity to grow with us professionally, personally, and financially. You'll be part of a team that genuinely cares about helping you succeed. You'll work alongside talented colleagues, many of whom build long careers while progressing through multiple roles, establishing lifelong friendships and making a difference in our communities. In return for your contributions, you'll receive premier compensation and benefits, and a company-funded retirement plan that ranks among the most generous.

Global Client Services is part of Investment Operations and partners with Distribution to support the sales process and to service client relationships. Operating from locations in North America, Europe and Asia, Global Client Services consists of several functions including RFI/RFP, Client Service, Client Reporting, Investment Database Management and Analysis, Product Implementation, and Project Management.

As a Global Client Services Manager based in Los Angeles, you will oversee the day-to-day operations of the Investment Database Management and Analysis function by leading a team that provides firm, portfolio and investment product data to investment consultants and third-party data platforms. You will provide direction and resolve client service issues related to data availability and data integrity. You will also be responsible for anticipating future business and client needs, identifying opportunities to enhance capabilities and services, and helping set strategic direction for the Investment Database Management and Analysis Team.

Responsibilities:

  • Manages team workflow processes and institutional consultant deliverables
  • Ensures firm and portfolio specific data is populated timely and correctly across consultant and third-party database
  • Partners with Distribution to enhance the sales process and overall client experience
  • Advances relationships with consultant contacts and address ad-hoc data requests
  • Provides direction to Investment Operations, Sales, and Marketing teams on matters related to new products, data governance, and data integrity
  • Collaborates with other Global Client Services managers to ensure that global work processes support the needs of internal and external clients
  • Develops a team which leverages industry best practices, optimizes business processes and manages risk
  • Drives continuous improvement in process to ensure completeness, accuracy and data integrity
  • Builds and maintains relationships with Global Client Services teams and Sales and Marketing through ensuring effective support (e.g. new accounts, reports, and ad hoc requests)
  • Collaborates with senior manager to select, develop and maintain an effective team
  • Performs additional responsibilities as assigned
Qualifications:
  • Undergraduate degree required. MBA or CFA a plus.
  • 5+ years of relevant experience in the investment industry, with a deep understanding of global equity and fixed income markets, related instruments, and portfolio statistics
  • Demonstrates an in-depth knowledge of institutional investment consultants, financial services industry, institutional sales cycle and industry servicing requirements
  • Demonstrates an in-depth knowledge of investment strategies and general portfolio statistics; ability to analyze complex data and information
  • Demonstrates ability to lead team and manage projects within a team
  • Demonstrates and applies an in-depth knowledge of Capital's funds, mandates, investment process and various internal groups
  • Exhibits knowledge in current and possible future policies, practices, trends, technology and information affecting the department/business area
  • Demonstrates the ability to identify, assess, respond to and escalate risk or potential risk encountered through day-to-day activities

Company Overview:
Founded in 1931, Capital Group is one of the world's largest and most trusted investment management companies and home to the American Funds. We manage more than US$1.7trillion in assets, and our 7,500 associates make our clients their first priority every day. When we do our job right, millions of investors around the world fulfill their dreams and financial goals, from home ownership and higher education, to a comfortable retirement. Our long-term investment results and outstanding service set us apart from our competitors, while our workplace sets us apart from other employers.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.


See full job description

Are you a strategic and creative Multistate Tax Investment Management professional who likes solving complex state and local tax issues? Are you ready to make a greater impact on organizations by combining tax consulting solutions and innovative technology that align the tax function with business objectives?

We are looking for a sharp, analytical Multistate Tax Investment Management Manager who is ready to take on new challenges and join one of the largest Multistate Tax practices in the world.

What you ll do

As a Manager within the Multistate Tax Investment Management group, you will be a valuable member on engagements and provide state tax consulting and compliance services to a diverse client base in the investment management industry including private equity funds, hedge funds, management companies, and family offices to name a few. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from Firm Leadership to ensure you are set up for success in your role and career. Responsibilities will include:

Maintaining and developing strong client relationships on various tax consulting/compliance engagements.

Advising clients on a variety of issues including partnership and corporate state and local tax returns and work papers with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation.

Coordinating with an in-house tax preparation team within Deloitte and with the clients tax department.

Overseeing detailed review of estimated payment, withholding and composite tax calculations as well as investor packages including state K-1s and grids and related filings.

Researching and analyzing state tax legislation and assisting with the overall impact on the compliance and investor reporting process.

Overseeing various tax consulting projects including research and writing projects related to tax planning, restructuring, due diligence, nexus studies, audit defense, and accounting for income taxes.

Managing engagement workflow management and supervising tax consultants and interns on assigned engagements.

The Team

Deloitte s Multistate Tax Services Investment Management group is part of one of the largest State and Local Tax practice in the world with more than 1,500 professionals worldwide. Our Multistate Tax professionals include former state tax auditors and administrators, industry personnel, tax practitioners, accounting specialists, and technology personnel with numerous years of multistate tax experience. Collectively, our team has significant experience with the requirements and nuances of jurisdictions in all 50 states. In addition to the investment management services discussed above, our overall practice s specific services include state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy.

Qualifications

Required

5 years experience in state income and franchise tax, with experience in the Investment Management industry

Experience with state and local pass-through and corporate tax returns

Experience with state tax planning, tax research, and tax analysis

Bachelor's degree in accounting, finance, or related field

CPA certification if qualified to sit for the CPA; if not qualified, licensed attorney, Enrolled Agent, or other appropriate certification

Management experience

Preferred

Public Accounting experience

Excellent research and writing skills

Excellent presentation and communications skills

How you ll grow

At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there s always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career. Explore Deloitte University, The Leadership Center.

Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you at https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html .

Deloitte s culture

Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to maintain a culture where our people excel and lead healthy, happy lives. Learn more about Life at Deloitte .

Corporate citizenship

Deloitte is led by a purpose: to make an impact that matters. This purpose defines who we are and extends to relationships with our clients, our people and our communities. We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities. Learn more about Deloitte s impact on the world at https://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-corporate-citizenship.html .

Recruiter tips

We want job seekers exploring opportunities at Deloitte to feel prepared and confident. To help you with your interview, we suggest that you do your research: know some background about the organization and the business area you re applying to. Check out recruiting tips from Deloitte professionals at https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html .

Hypergrowth

H

ND:PTY

Category: Tax

About Deloitte

As used in this document, Deloitte means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.


See full job description

Job Description


We are seeking an Administrative Manager/Research Assistant in the Investment Management Industry.   You will perform clerical operations, billing and research and administrative functions in order to drive company success.


Responsibilities:



  • Draft correspondences and other formal documents

  • Assist Chief Investment Officer with reasarch.

  • Plan and schedule appointments and events

  • Greet and assist onsite guests

  • Answer inbound telephone calls

  • Develop and implement organized filing systems

  • Perform all other office tasks


Qualifications:



  • Previous experience in office administration or other related fields

  • Knowledge of Securities systems, Orion, CRM and compliance

  • Experience in the Securities required, prefer prior Operations or Sales Assistant role to RIA

  • Ability to prioritize and multitask

  • Excellent written and verbal communication skills

  • Strong attention to detail

  • ​Strong organizational skills



See full job description



Are you looking to be a part of the largest growth area in the taxindustry? Do you have experience serving clients in partnership taxation,leading and mentoring teams, and advising on important tax and business issues?If you're a leader who wants to develop and thrive in the most strategic partof our tax practice and serve our largest clients, we have an excitingopportunity for you as a Tax Manageron our growing team!

What you'll do

As a Tax Manager, youwill utilize your prior experience to provide tax compliance and advisoryservices to investment management clients. You will assist clients witheffective analysis, solution development, and implementation of clients' taxobjectives. You will manage the client relationship by delivering tax advisoryservices to the client. Responsibilities will include:

• Performing high-level reviews of tax research,partnership work papers, allocations, and tax filings

• Preparing and leading client meetings oncompliance and advisory projects related to tax planning opportunities, and thetax implications of various transactions to the organization

• Training, mentoring, and supervising new andexperienced Tax Consultants and Tax Seniors

• Taking on lead client-contact roles

• Billing and profitability analysis onengagements

• Involvement in marketplace eminence buildingand pursuits

Required Qualifications:

• 4+ years' experience providing tax planning services or preparingand reviewing client work papers and income tax returns

• 2+ years' experience with investment management orpartnership taxation

• Experience managing projects including scheduling, budgeting,client correspondence, and billing

• Bachelor's degree in accounting, finance, or otherbusiness-related field

CPA, Enrolled Agent or other appropriate certificationrequired. If lacking CPA must be qualified to sit for the CPA. If notqualified, licensed attorney, enrolled agent or other appropriate certification(or in the process of or willing to obtain)

• Ability to travel up to 25%

Preferred:

• Previous Big 4 or large firm experience

• Knowledge of fund accounting and generalledger accounting

• Experience working in a fast-paced, teamenvironment

• Advanced Degree: MST, MAcc, JD or LLM

The team

As the global leader in providing professional services to theInvestment Management industry, Deloitte Tax LLP works with clients to addressa range of critical issues brought on by regulatory changes, competition,globalization, advances in technology, and the changing demands of theirinvestors/customers. Our US tax industry group is comprised of more than 1,400partners, principals, and employees providing a spectrum of tax services to abroad range of Investment Management companies. Our financial services clientsinclude investment advisers and administrators from every sector of theindustry, including hedge funds, private equity, investment partnerships,alternative products, family offices, mutual funds, broker-dealers, banks,insurance companies, and other investment managers.

How you'll grow

At Deloitte, our professional development plan focuses on helpingpeople at every level of their career to identify and use their strengths to dotheir best work every day. From entry-level employees to senior leaders, webelieve there's always room to learn. We offer opportunities to help sharpenskills in addition to hands-on experience in the global, fast-changing businessworld. From on-the-job learning experiences to formal developmentprograms at Deloitte University, our professionals have a variety ofopportunities to continue to grow throughout their career. Explore Deloitte University, TheLeadership Center.

Benefits

At Deloitte, we know that great people make a great organization.We value our people and offer employees a broad range of benefits. Learn more aboutwhat working at Deloitte can mean for you.

Deloitte's culture

We take pride in our culture and celebrate individuals byrecognizing their uniqueness. As a commitment to our people, weoffer well-being programs and provide our professional's opportunities forsupport and flexibility to make daily choices that can help them to behealthy, centered, confident, and aware. This supportive culture helpsenable our people to do their best work every day.Learn more aboutLife at Deloitte.

Corporate citizenship

Deloitte is led by a purpose: to make an impact that matters. Thispurpose defines who we are and extends to relationships with our clients, ourpeople and our communities. We believe that business has the power to inspireand transform. We focus on education, giving, skill-based volunteerism, andleadership to help drive positive social impact in our communities. Learn more aboutDeloitte's impact on the world.

Recruiter tips

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As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

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Deloitte will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. See notices of various ban-the-box laws where available. https://www2.deloitte.com/us/en/pages/careers/articles/ban-the-box-notices.html

Requisition code: E20BOSTMGRKS002-BTS


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    Job Description


    Property Management position in Santa Paula CA. Bookkeeper to handle accounts, pay bills and post in computer. Provide monthly landlord statements. Only experienced in property management will be considered.


    Able to process tenant applications and set up showings for vacant units.


    Needs to be familiar with Quicken, QuickBooks, Excel....etc. Handle incoming calls. Write up work orders for Handymen. Spanish speaking a must. Must have a vehicle that is licensed and insured.  Background check to see if bondable.


    Great office environment....incoming calls keeps you busy, need someone with a can do spirit and will tackle issues that come up with a speedy remedy. Again Spanish speaking a must.


    Office hours are Monday thru Friday. 9AM to 5PM. Weekends check answering service emergency alerts.


    Salary would based on experience. And job skills you can provide. 


     


     



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    Job Description


    Paralegal/Project Manager - Investment Management


    The successful candidate will be outgoing, a team player, organized and detail-oriented. Strong client service and interpersonal skills are essential. The ability to make well-reasoned, effective decisions and manage time efficiently will be crucial to your success.


    RESPONSIBILITIES:


    Responsibilities include assisting assigned investment management law attorneys with a broad range of legal, operational, and administrative tasks – closings, filings, registrations and corporate administrative requirements, research, preparation and analysis of documents.



    • Coordinate and manage investment closings

    • Coordinate and manage investments post closing

    • Track status of deals for assigned attorneys

    • Prepare initial investment overview and summaries for clients for review by attorney

    • Assist in preparation and/or drafting of legal correspondence and investment management documents such as comment tracking charts, subscription documents, and formation documents for investment vehicles

    • Open new client matter numbers for incoming client work

    • Proofread and edit legal documents such as comment memoranda, side letters, and other investment management documents as assigned

    • Coordinate entity registrations, filings, and requests for corporate governance documents with third party vendors

    • Manage all documents and saves to repository

    • File documents per in-house process

    • Coordinate any mailings that need to be sent to clients in connection with closings or otherwise

    • Correspond with clients and opposing counsel as necessary

    • Collaborate with other in-house departments such as accounting, document processing, word processing, to ensure the smooth workflow of each matter

    • Review invoices for content and report on billing status

    • Assist attorneys with registrations and logistics

    • Assist attorneys with conference calls and meeting coordination

    • Assist attorneys with administrative tasks such as printing, expense reports, and mail as needed

    • Other duties and responsibilities assigned by the assigned attorneys


    QUALIFICATIONS:


    To perform this job successfully, an individual must be highly organized and have an excellent attention to detail. The ideal candidate must also have very good communication skills and excellent grammar and drafting skills. 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.

    SKILLS:



    • Broad computer knowledge, skills, and proficiency with Microsoft Office, web browsers, and other compatible and related software

    • Demonstrates strong attention to detail

    • Excellent organizational skills - setting priorities, initiative, advance planning, and flexibility

    • Demonstrates strong verbal and written communications skills

    • Knowledge of finance/corporate legal terminology

    • Thorough knowledge of legal research techniques

    • Commitment to excellent client service

    • Excellent interpersonal skills

    • Ability to effectively and accurately present information and respond to questions from attorneys, clients, and others

    • Makes well-reasoned, effective decisions

    • Meets deadlines and manages time effectively

    • Collaborates and promotes team building

    • Observes employee and attorney-client confidentiality

    • Accessible and responsive; timely return of calls and e-mails

    • Interacts in a professional manner


    EDUCATION:



    • Minimum 3 years of relevant/specialized work experience in a legal or professional services organization

    • Bachelor’s degree

    • Paralegal certificate or legal course work


    This is a full-time, nonexempt position with standard working hours of 8:30am to 5:00pm. During peak periods, this role may require hours that exceed 8 hours per day and/or 40 hours per week.


    Foster Garvey PC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital status, military or veteran status, disability, sexual orientation (heterosexuality, homosexuality, bisexuality or gender expression or identity), political ideology, genetic information, or any other basis prohibited by federal, state or local law.


    We look forward to hearing from you!


    Foster Garvey PC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital status, military or veteran status, disability, sexual orientation (heterosexuality, homosexuality, bisexuality or gender expression or identity), political ideology, genetic information, or any other basis prohibited by federal, state or local law.



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    Job Description


    We are seeking an Administrative Manager/Research Assistant in the Investment Management Industry. You will perform clerical operations, billing and research and administrative functions in order to drive company success.


    Responsibilities:



    • Draft correspondences and other formal documents

    • Assist Chief Investment Officer with reasarch.

    • Plan and schedule appointments and events

    • Greet and assist onsite guests

    • Answer inbound telephone calls

    • Develop and implement organized filing systems

    • Perform all other office tasks


    Qualifications:



    • Previous experience in office administration or other related fields

    • Knowledge of Securities systems, Orion, CRM and compliance

    • Experience in the Securities required, prefer prior Operations or Sales Assistant role to RIA

    • Ability to prioritize and multitask

    • Excellent written and verbal communication skills

    • Strong attention to detail

    • ​Strong organizational skills



    See full job description

    Job Description


     Essential Responsibilities:



    • Work with cross-functional teams of designers, engineers, and marketers to build experiences that effectively grow Rich Uncles customer base.


    • Develop tools and processes to improve team efficiency, delivering more value to the customer, and the company, faster.


    • Develop and maintain a product roadmap.


    • Define requirements for new features and initiatives while articulating value proposition, risk, and strategy.


    • Guide the next phase of development as the application scales to multiple applications and teams.


    • Lead and inspire a cross-functional development team using agile development processes.


    • Prioritize a feature backlog for a backend engineering team juggling multiple work streams


    • Answer day-to-day product questions from engineers to guide implementation


    • Define and analyze KPIs to validate and drive the success of features and the product as a whole.



    Key Skills and Qualifications:


    The ideal candidate will possess the following work experience and skills:



    • 5+ years working in product management, project operations, consulting, regulatory compliance, or finance operations role that worked closely with product and engineering teams.


    • Ability to clearly communicate product, technical, and business requirements


    • Must have extensive experience writing specs/user stories; experience leading or working with Agile software development teams strongly preferred


    • Actively push your team to improve their technology and development practices


    • Demonstrated ability to achieve strategic goals in an innovative and fast-paced environment, and to evolve product strategy based on research, data and industry trends.


    • Familiar with common product management tools such as productboard, Jira, Trello, etc.


    • Knowledge of SQL and/or data modeling and analysis tools


    • BA/BS degree in a relevant technical field, or equivalent practical experience


    • UI/UX design experience and ability to create low-fi wireframes is a major plus



    Product development experience in at least one of the following areas is preferred:



    • Financial software


    • E-Commerce


    • B2C SaaS


    • Enterprise Software



    If you meet the above, please submit your resume along with desired compensation.


    Company Description

    Rich Uncles was founded for a single purpose – to make real estate investment easier and less expensive for the small investor. We are a growing company standing at the precipice of cutting edge real estate financial technology. The pace is fast, furious, collaborative and fun! Are you up for the challenge? If so, Rich Uncles may be the opportunity you have been longing for.


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    Job Description


    We are seeking a part time Property Manager to become a part of our manufactured housing community in Logan, UT! This position includes paid on-site housing in addition to the annual salary, person (must live on-site). This person will work 29 hours per week, M-F 10am-4pm.


    Responsibilities:



    • Oversee and coordinate all property management activities

    • Supervise and train property staff

    • Update and maintain property appearance

    • Enforce property and associations' rules and regulations

    • Investigate and resolve resident complaints


    Qualifications:



    • Previous experience as an on-site Property Manager

    • Mobile home or manufactured housing experience REQUIRED

    • Ability to build rapport with residents

    • Willingness to sell homes within the park

    • Leasing experience is a PLUS

    • Ability to multitask and prioritize

    • Excellent written and verbal communication skills


    Company Description

    Investment Property Group is a growing Real Estate Investment Company that is an industry leader in mobile home communities. Headquartered in Irvine California, our current portfolio exceeds 94 locations with 13,000+ spaces in 8 states. IPG’s commitment to excellence, service and prosperity is unparalleled. Join us and join a winning team!


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    Job Description


    SUMMARY - ESSENTIAL FUNCTIONS



    • Accomplishes financial objectives by collecting rents; paying bills; forecasting requirements’ preparing an annual budget; scheduling expenditures; analyzing variances; developing team.

    • Attracts residents by advertising vacancies; obtaining referrals from current residents; explaining advantages of location and services; showing units.

    • Maintains property by investigating and resolving resident complaints; enforcing rules of occupancy; inspecting vacant units and completing repairs; planning renovations and contracting with landscaping.

    • Maintains building systems by contracting for maintenance services; supervising repairs.

    • Enforces occupancy policies and procedures.

    • Enforces Company policies and procedures for compliance documentation with regard to new leases and recertification of existing residents.

    • Prepares reports by collecting, analyzing and summarizing data and trends.

    • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.

    • Responsible for lease administration; preparing lease agreements, conduct file audits, ensure lease files are complete and orderly.


    QUALIFICATIONS



    • Experience in LIHTC property management preferred.

    • Must demonstrate literacy in the English language including reading.

    • One to two years experience in multifamily property management or related experience and/or training preferred.

    • Working knowledge of; Microsoft Office Suite, Property Management software (i.e. One-Site, Real Page), preferred.

    • Valid State Issued Drivers’ License,

    • Certification is a plus; CPM, CAM, CAPS, ARM, NAHP, etc.

    • Authorized to work in the United States


    Company Description

    Ambling is built on the firm foundation of one goal. The goal is for Ambling to be a force of visionary change—having ripple effects of positive impact. We’ve seen that goal become a reality. With over 20 years of prosperous business under the belt, Ambling has invested those years into actively pursuing positive interactions with our clients, residents, and community.

    With vision, integrity, teamwork, and faith at our forefront, we are an organization grounded in accomplishing our mission. We will continue to establish and maintain unprecedented standards in the industry by providing superior living accommodations and exceptional customer service.


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    Overview

    We are currently seeking a Store Manager for our growing team!

    Responsibilities


    • Supervise a store team consisting of 8 to 15 staff members.


    • Recruit, hire and train customer service oriented store team members.


    • Promote and ensure a safe environment for customers and store team members.


    • Supervise and motivate the store team to grow sales on all shifts.


    • Maintain the stores image to company standards.


    • Develop the store team members to assist them in reaching their career goals.


    • Comply with company non-discriminatory standards when recruiting and developing store team members.


    • Work with all suppliers to ensure store is stocked with fresh products at all times.


    • Analyze sales trends and formulate action plans to maximize sales growth.


    • Control the stores expense lines by employing proactive methods.


    • Implement and execute all company sales programs.


    Qualifications


    • 21 years of age or older.


    • Retail and/or Food Management experience.


    • Minimal travel (i.e. regional and district meetings)


    • A valid drivers license.


    • Access to a vehicle where you are insured on the vehicle.


    • Customer oriented.


    • Must pass a pre-employment drug screen and will be subject to a criminal history background check


    • Complete Topshelf Manager Training(Tennessee Stores that sell wine)


    Requisition ID2019-17877

    BrandAdmiral

    Position TypeFull-Time

    Location : Address4315 Chicago Dr SW


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    Overview

    We are currently seeking Assistant Managers to join our growing GPM Team!

    Responsibilities


    • Assist Store Manager in all aspects of the store.


    • Assist in recruiting, training and developing store staff.


    • Provide performance and motivational feedback to employees.


    • Assist in preparing work schedules.


    • Assist in maintaining in-stock expectations through ordering and stocking.


    • Maintain a clean and safe store environment.


    • Assist in controlling key expense lines.


    • Submit timely and accurate store reports on the Manager's day off.


    Qualifications


    • 21 years of age or older, valid driver's license.


    • Access to a car or other motorized vehicle.


    • Liability insurance on such vehicle.


    • Availability to work any shift or day.


    • Ability to read, write, speak, and understand English, basic math skills (addition, subtraction, division, and multiplication).


    • Must pass a pre-employment drug screen and will be subject to a criminal history background check


    • Complete Topshelf Manager Training(Tennessee Stores that sell wine)


    Job LocationsUS-FL-Belle Glade

    Requisition ID2019-16002

    BrandTown Star

    Position TypeFull-Time, Part-Time

    Location : Address1624 NE Ave L


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    Job Description


    Title: Trade Coordinator (Equities or Fixed Income)


    Location: Boston MA


    Keys to this position



    • The ideal candidate will have middle office experience in Trade Administration.  Working on a Trading desk is a big plus.  In this role the candidate will work closely with Traders.

    • We will consider either Fixed Income or Equities experience.  Derivatives is a plus.

    • The ideal candidate will have 5 plus years of experience (3 to 10 is fine).

    • Some of the following technical skills:  VBA, Python, Excel, SQL, Tableau

    • We will look at candidates from both the buy and sell side.  A Sales Assistant at a Broker Dealer would be an interesting profile.


    Qualifications


    The successful candidate is likely to have a Bachelor’s degree with relevant industry experience including knowledge of the markets and familiarity with trading processes/protocols.  They must be organized, diligent and outgoing, with the ability to handle the pressures of a fast-paced trading environment with tight deadlines. The candidate should be self-motivated, possess good interpersonal skills and be comfortable working in a team environment.   Although not required, the candidate should have strong technical skills (Python, VBA, and Excel) and a background working with a Trading Desk.


    The position


    Global Trading is seeking to hire a Trade Coordinator located in Boston to provide support for our Americas Trading efforts across sectors and asset classes. 


    The Trade Coordinator will be initially focused on cash equity and fixed income trading for the Americas, with a goal to expand into cross-asset electronic trading and eventually listed and OTC derivatives.


    Responsibilities


    The primary responsibilities of Trade Coordinator are as follows:



    • Ensure accurate and timely allocation, confirmation and funding for all transactions

    • Provide general assistance to traders with order handling, broker calls, stock borrows, financing etc.

    • Investigate and resolve any trade discrepancies

    • Obtain, compile and disseminate pertinent market information to Investors

    • Liaise with other groups across company to support client trading needs

    • Stay current with news, trends and market changes that may impact our trading processes

    • Assist with the Trading IT prioritization and risk mitigation efforts


    Company Description

    Large financial services organization. Ability to start immediately would be preferred!


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    Job Description


    Busy boutique wealth management firm in Scottsdale near Shea and the 101 seeks a dependable Financial Advisor/Investment Manager. Ideal candidate will be organized, detailed, dependable with strong analytical and communication skills, and have a passion for the financial industry. Must have 3-5 years of investment experience and a clean U4 record. Series 7 & 63 licenses required. CFA or MBA preferred. MS Office experience and knowledge of financial software. Full time, Monday-Friday, 8am-5pm. Starting pay rate is $50k+ DOE with matching 401k.


    Duties to include:



    • Support wealth advisors with service, asset management, and operational duties

    • Research and analyze stocks, bonds, mutual funds, & ETF's

    • Provide investment recommendations

    • Sit it on client meetings

    • Complete prep & post work for meetings

    • Manage & complete applications

    • Maintain strong relationships with clients

    • Will be cross trained on additional administrative duties



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    Job Description



    Overview

    NRP Investments, LLC, founded in 1994, is a full-service developer, general contractor, and property manager of multifamily, senior, and student housing throughout the United States. From start to finish, every development NRP Group works on is carefully contemplated and executed to maximize investment return cost efficiency, productivity and satisfaction. NRP Investments, LLC is recognized as a three-time recipient of the National Association of Builders Multifamily Development Firm of the Year and has been consistently ranked one of the Top 25 Developers by Multifamily Executive. Currently, NRP Investments, LLC has assets and operations in Ohio, Texas, North Carolina, Virginia, Florida, Michigan, Indiana, Pennsylvania, Maryland, New Jersey, New York, and Massachusetts. Visit www.NRPGroup.com for more information.



    The NRP Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.




    Responsibilities

    NRP Investments, LLC is currently seeking a Property Management Accountant.


    POSITION SUMMARY


    Under the direction of the Director of Management Accounting, the Management Accountant manages the accounting & financial functions of a portfolio of multi-family properties.



    Essential Functions Statement(s):




    • Responsible for transitioning of the accounting functions of projects under construction into property management.

    • Posts monthly journal entries and accruals.

    • Performs GL account analysis and cash management.

    • Prepares monthly financial reports.

    • Completes month-end closings and reconciles bank statements.

    • Assists in year-end audits and ad hoc projects.

    • Communicates with site managers.


    Qualifications

    SKILLS & ABILITIES



    Education: Bachelor's degree in Accounting or Finance required; CPA/MBA preferred



    Experience: 3+ years of relevant experience preferably in public accounting



    Technical Skills: Proficient in Excel



    Other Requirements: None


    PI116693738



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    Job Description


    We are looking for a highly motivated leader at a Dog Day Care and Boarding Facility. Very successful business with lots of friendly, repeat clients. Vet or animal facility experience preferred. Tasks include: data entry, scheduling, social media marketing and direct communication with the dog owners.


    Very competitive pay and a fun environment to work in!


     



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    Job Description


    Growing private real estate company is currently recruiting for an Asset Manager
    to support our operations team managing the company’s portfolio of real estate
    holdings from our Torrance office.


    Responsibilities:


     Point of contact for external contractors, vendors, property management
    companies, tenants, and governing entities.
     Spearhead due diligence process and advise on high-level strategy for all
    acquisitions/dispositions.
     Negotiate, draft and/or advise upon leases, including listing agreements,
    letters of intent, lease extensions, etc.
     Resolve high-level disputes/issues with existing tenants, vendors
    contractors retain and strategize with internal and external legal counsel
     Oversee insurance policies and claims.
     Track the properties occupancy, cash flow, expenses and pending capital
    items.
     Plan for capital improvement projects/preventative maintenance; secure
    bids, select contractors, and manage the project and budget.
     Review, analyze and advise on balance sheets, operating statements,
    budgets, CAM reconciliations, construction estimates and loan
    documents.
     Other ad-hoc projects and analyses.


    Desired Qualifications


     Excellent analytical and communication skills.
     Bachelors degree preferred.
     2+ years of experience in commercial real estate and/or property
    management.
     Must have solid working knowledge of standard real estate transactions
    (e.g. industrial, retail, multifamily, etc.)
     Organized, detail-oriented, able to handle and prioritize multiple
    concurrent projects with minimal supervision.


    Company Description

    Cove Capital Investments creates 1031 exchange DST investments for accredited investors. Our offerings are attractive to those investors seeking to mitigate risk through debt free offerings with no long term mortgages encumbering the property which is a contrarian investment approach to most other DST offerings.

    A COMMITMENT TO PROVIDING INVESTORS WITH ALL-CASH/DEBT-FREE INVESTMENT OPTIONS:
    At Cove Capital investments we seek to provide our investors with debt free real estate investment options for their 1031 exchange and direct investments.

    We believe that this provides a level of risk mitigation to 1031 exchange investors that is not found in most DST investments.

    The principals of Cove Capital investments have sponsored and co-sponsored the syndication of over 1.3 million square feet of DST properties in the multifamily, net lease, industrial and office sectors as well as they seek to incest side by side their 1031 exchange investors in each of the Cove Capital offerings.


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    Job Description


    Would you like to work for a globally based CPA firm as a Tax Manager based in Stamford Connecticut interacting with a diverse client base on a variety of tax issues managing client portfolios of various size and scope within the alternative investment fund industry (private equity, real estate and/or hedge funds)?


    Are you a CPA, JD or LLM with a minimum of eight years of tax experience in the alternative investment industry?


    After reading the position description below, if you feel qualified, email your up to date PDF or Word formatted resume TODAY to: norman@pinnacleexecutivesearchllc.com for IMMEDIATE CONSIDERATION and we will be in touch regarding the next steps.


    ** Meet our client, obtain ALL THE PERTINENT FACTS directly from this CPA firm regarding this terrific opportunity and THEN DECIDE if it offers you "value" on a variety of levels.


    What will you be doing?



    • Manage client portfolios of various size and scope within the alternative investment fund industry (private equity, real estate and/or hedge funds)

    • Act as the first point of contact for internal and external clients

    • Manage teams of tax professionals/assistants working on client projects

    • Assess tax impact on clients of rules and law changes, develop tax arguments to support conclusions and make recommendations to clients

    • Manage risk and financial performance of engagements, including billing, collections, and the budget for projects

    • Deliver high-quality tax services to clients


    Qualifications:



    • A minimum of eight years of tax experience in the alternative investment industry

    • Bachelor's degree from an accredited college/university; licensed CPA or J.D./LL.M

    • Proficiency in the taxation of partnerships and tiered investment fund structures

    • Excellent verbal and written communication skills with the ability to articulate complex financial information


    Email your up to date PDF or Word formatted resume TODAY to: norman@pinnacleexecutivesearchllc.com for IMMEDIATE CONSIDERATION and we will be in touch regarding the next steps.


    Company Description

    Top quality globally based CPA firm.


    See full job description

    Overview

    We are currently seeking Assistant Managers to join our growing GPM Team!

    Responsibilities


    • Assist Store Manager in all aspects of the store.


    • Assist in recruiting, training and developing store staff.


    • Provide performance and motivational feedback to employees.


    • Assist in preparing work schedules.


    • Assist in maintaining in-stock expectations through ordering and stocking.


    • Maintain a clean and safe store environment.


    • Assist in controlling key expense lines.


    • Submit timely and accurate store reports on the Manager's day off.


    Qualifications


    • 21 years of age or older, valid driver's license.


    • Access to a car or other motorized vehicle.


    • Liability insurance on such vehicle.


    • Availability to work any shift or day.


    • Ability to read, write, speak, and understand English, basic math skills (addition, subtraction, division, and multiplication).


    • Must pass a pre-employment drug screen and will be subject to a criminal history background check


    • Complete Topshelf Manager Training(Tennessee Stores that sell wine)


    Job LocationsUS-SC-Duncan

    Requisition ID2019-19979

    BrandLil Cricket

    Position TypeFull-Time

    Location : Address1399 East Main Street


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