AccountingDepartment.com jobs

Description Awarded Inc. Magazine's Best Workplaces for the fourth year in a row! AccountingDepartment.com is the leader in outsourced virtual accounting services for businesses - and our family is growing! Perhaps your next career adventure awaits! AccountingDepartment.com never settles with status quo. We strive to make sure our staff have plenty of opportunities that broaden skill sets and ultimately enhance career satisfaction while working here. If you're someone who wants to make a difference, is a confident communicator, loves a good challenge, and happily embraces change, then we sound like a perfect match! It's been an exciting 21 years at AccountingDepartment.com! We hope you will join us as we continue this exciting revolutionary journey we are on. Your Role: The Senior Accountant works behind the scenes within the Implementation Team to assist with ensuring all client deliverables are achieved in a timely fashion during the client onboarding process. The Senior Accountant will be responsible for various special projects, back work and daily projects as assigned within Implementation Team. This is a behind the scenes role that will typically not include client calls, but may have some email correspondence with clients. The Senior Accountant will play an integral role by supporting the Implementation Division with achieving their client related goals. Essential Duties & Responsibilities: Full Cycle Accounting (Accounts Payable, Accounts Receivable and General Ledger) Set up customer and vendor accounts Perform daily bank reconciliation of deposits Post daily cash receipts from lockbox and electronic deposits Post Journal Entries into QuickBooks Land Freight Costs into QuickBooks Assist with monthly close process Document and prepare financial reports Assess, organize, and prioritize tasks, responsibilities for multiple clients on a daily basis to meet onboarding goals and deadlines Exercises sound judgment in making decisions while working on individual client needs When needed, train Accountants when transitioning client to Client Services team Display confidence in identifying problems and make recommendations on solutions Provide feedback to Onboarding Success Managers & Process Leads on Accountants performance during training Essential Skills & Experience: QuickBooks finance module experience Proficient with excel (Vlookups, Sumifs and Pivot Tables) Ability to present complex information to a variety of audiences. Tailor delivery based on experience level and skillset, while demonstrating patience. Keen attention to detail and demonstrated accuracy and speed in current role Ability to follow instruction, while also being able to evaluate new solutions or greater efficiencies in those instructions Strong emphasis on customer service Proficiency in researching, learning and implementing new applications to meet client and company needs Excellent written and verbal communication skills Proven judgment and decision making skills Proficiency with Microsoft Office applications, particularly Outlook, Excel, and Word Cultural Fit: We are proud of our culture and are looking for someone who shares our G.R.I.T. values: Grit: Motivated self-starter with a positive, can-do attitude. Demonstrates GRIT in overcoming obstacles and accomplishing tasks. G: Expresses Gratitude and appreciation for the contributions of team members, fostering a positive and collaborative work environment R: Demonstrates Resilience, flexibility, and determination while autonomously managing high-priority tasks and projects in an ever-evolving, dynamic work environment I: Unquestionable commitment to upholding the highest standards of Integrity, ethical behavior, and transparency in all business practices T: Proven ability to contribute effectively to organizational and team objectives through strong Teamwork skills Minimum Education & Training Required: 2-3 Years of QuickBooks Experience Experience working with SMBs in the $5M to $50M market is ideal Working at AccountingDepartment.com, LLCThe people at AccountingDepartment.com, LLC are passionate about their work and are driven by innovation. Each and every day we strive for excellence. Our work environment is equal parts casual and professional. We're serious about our business and delivering the best service to our clients, but we also make it a priority to keep things fun and exciting. Benefits include: Work from home, W-2 position Three work schedule options including Full-Time, Flex-Time or Part-Time (Part-Time hours must be M-F 9am-3pm in your time zone, with flexibility to accommodate client calls and meetings outside of those hours as needed) Compressed work week option available Generous vacation and paid holidays Group Medical, Dental, Life, Vision, Accident Insurance 401(k) plan Participation in a company wide annual bonus incentive plan $25 monthly internet stipend Virtual employee groups, clubs, and activities throughout the year Casual dress Attention Military Spouses: For the last 21 years, we've proudly offered 100% remote, W-2 positions, and we've built an environment where career continuity is more than just a buzzword - it's a reality! Whether you're stationed at a new base or relocating for a PCS, we offer military spouses the unique opportunity to continue your career without disruption. As an accounting professional, you can take your position with you and keep your career on track no matter where life takes you. We believe in family first and are proud to be a family-friendly company with an award-winning culture. In fact, we've been nominated by INC Magazine for 3 years in a row for our exceptional workplace environment! If you're looking for a role that values flexibility, career growth, and a supportive work-life balance, we may just be the perfect fit for you. Join us and experience the benefits of working with a company that truly cares about its people. How to become part of our future success:If you believe you have what it takes to assume this new role, you must submit a resume and cover letter explaining why you're the perfect fit for this position. Kindly include your salary requirements in the cover letter. Only candidates that submit these criteria will be considered. AccountingDepartment.com is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at AccountingDepartment.com is based solely on a person's merit and qualifications.

Focus Partners Wealth is seeking an Alternatives Associate to will work closely with the firm's Wealth Management Team. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities Prepare and review subscription documents for alternative investments (i.e., private equity funds, private real estate funds and hedge funds) and handle follow up questions and requests for supporting materials. Identify operational process improvements and contribute to the implementation of productivity and efficiency improvements to drive exceptional client service and risk mitigation. Work closely with our Wealth Management Team to satisfy AML/KYC requirements for client investments in alternative investments. Review and understand offering documents (PPMs), limited partnership agreements and related documents for alternative investments. Assist in developing, educating, and training the firm's staff on alternative investment operations processes. Track closing dates and other deadlines for alternative investments, ensuring timely completion. Play a significant role in assisting in the development of robust processes and reports to keep the Wealth Management Team informed about crucial pre-fund status, processes, and requirements. Monitor and reconcile money movement associated with capital activity. Communicate effectively with internal teams, fund managers, investors, custodians, and auditors, fostering strong relationships. Assist with the distribution of tax documents and audited financial statements. Onboard new alternative investment offerings to the firm's platform. Maintain accurate client records and record information in the firm's CRM. Execute service requests in conjunction with the Wealth Management Team and maintain appropriate follow-up with sponsors, custodians, and clients. Assist with recurring audits, reporting, and projects as needed. Qualifications Required: 3+ years of experience in the alternative investments or wealth management industry. Bachelor's degree in finance, business administration, or a related field (or equivalent work experience). Prior experience completing or reviewing subscription documents for private equity funds, private real estate funds, and/or hedge funds. Familiarity with trust, estate, and legal entity structures. Know Your Client and Anti-Money Laundering experience (KYC/AML). Proficiency in Microsoft Excel and ability to learn new applications. High attention to detail and organizational skills. Ability to work in a fast-paced environment while managing numerous projects and clients. Ability to work independently and take initiative while also being a team player. Strong interpersonal skills and a positive attitude. Adaptability and ability to learn new concepts quickly. Excellent problem-solving skills. Outstanding customer service skills. Excellent communication and organizational skills. Capability to develop and deliver innovative ideas as the position grows. Ability to collaborate and work with teammates to accomplish daily deliverables. The annualized base pay range for this role is expected to be between $75,000-$80,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-KP1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Focus Partners Wealth is seeking a Service Specialist to join our team! The Service Specialist is part of a dynamic team, and the role involves close teamwork and daily collaboration with the Advisor Services team. We deliver exceptional, solutions-oriented service to independent financial advisors and oversee timely execution of operational and service requests. Duties may fluctuate with market volatility, seasonal volumes, and team coverage, so flexibility and the ability to work within tight deadlines will be critical. Strong communication, attention to detail, and willingness to learn are essential to be successful in this role. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities Work in a team-based environment with a diverse group of teammates focused on providing exceptional service to financial advisors. Collaborate closely with internal teams to research and respond to inquiries for a seamless advisor experience. Position Advisor Services and internal Operations teams as advisor advocates when resolving escalations. Serve as the primary liaison with our Custodians (Schwab, Fidelity, Pershing, etc.). Effectively prioritize work to meet deadlines and service level agreements. Take initiative to continuously develop skills and knowledge to enhance support to advisors and their firms. Assist with a variety of requests through email, inbound and outbound calls, and online portal. Support the Service Manager team by filling in for daily coverage, as needed. Support the Service Manager team by completing report-centric tasks from internal teams. Other duties and projects will be assigned as needed. Qualifications Bachelor's degree from and accredited college; or 2+ years of equivalent work experience 1+ years in the financial services industry preferred Preference for prior customer-service related experience The Service Specialist is a non-exempt role. The annualized base pay range for this role is expected to be between $55,000 - $60,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Gelfand, Rennert & Feldman is seeking a Senior Python Developer to join our team of dedicated professionals. This is a remote position but this candidate should be based and operating in the Eastern Time Zone (EST). They will be collaborating with teams across all (10) Gelfand, Rennert & Feldman offices. The Senior Python Developer is responsible for assisting the Firm's Royalty Data Intelligence (“RDI”) team with taking complex data issues facing the business and simplifying them through automation. Primary Responsibilities Assist the Royalty Group in managing, storing, and accessing large volumes of music data obtained from record companies, music publishers, PROs and DSPs in connection with their engagements Design, Develop, and Implement processes that intake multiple file types (PDF, Excel, Text, JSON, HTML, etc.) through ETL processes to store in existing SQL Server instances Integrate and include standard data wrangling processes into data ingestion Cloud Development and Integration for existing and future processes Develop and utilize logging, audit monitoring, and code validation processes to measure efficiency, profitability, and resource optimization Develop automated processes to increase efficiency in ingesting, consolidating, normalizing, and analyzing data Integrate API functionality and data from 3rd party providers to include website and back-end processes; Advanced knowledge of website functionality and JSON format(s) is necessary Act as liaison between Royalty Group and IT department to assess software, database, and programming options available and to assist in related change management, implementation, and training Recommend and build new data platforms/solutions as required to meet and/or exceed business requirements Own and manage algorithm development projects through GitHub from start-to-end: design, development, Quality Assurance (QA), deployment, experiment, analysis Set up and manage datarooms and/or portals for clients and other third parties Act as a resource to the firm to solve complex data problems and share complex ideas verbally and visually in an understandable manner with team members Other projects and duties as assigned Qualifications: 3+ years of experience working in music royalties is required Bachelor's Degree and 7+ years in a similar role is required 8+ years in a similar role at an entertainment company or business management firm is preferred ~7 years' experience in full SDLC methodologies and implementation methods; testing experience is a plus In-depth experience in Extract, Transformation, and Load techniques Expert knowledge and experience with object-oriented methodology, development, and toolsets Expert-level knowledge in Python, specifically Pandas, ORM, sqlalchemy, OS, logging, urllib, Numpy, and Matplotlib packages; Familiarity and experience in Beautiful Soup, SciPy, and Scikit-learn would be very helpful but not required Solid and demonstrated experience working with data analytic tools, specifically PowerBI and Tableau; Other tool exposure and experience is a plus Expert-level knowledge of Microsoft Excel tools, including Macros, Add-Ins Pivot Tables, and formulas (such as VLOOKUP and SUMIF); Power Pivot and Power Query is required Expert fluency in SQL-based data manipulation; This role will work with an array of disparate data sources so experience writing efficient, performance-optimized queries is required and Microsoft SQL Server experience is necessary Advanced experience in multi-tier Architecture and associated technologies Advanced knowledge in database design, loading, and schema construction to include performance, audit, and check sum processes Expert working knowledge in IDEs; Visual Studio Code experience is a must Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.) Ability to communicate with both technical and non-technical teams to understand and define problems, and to articulate proposed solutions Discretion and confidentiality with regards to sensitive financial transactions is a must Strong soft skills including attention to detail, excellent verbal and written communication, team-oriented, and self-motivated About Gelfand, Rennert & Feldman Founded in 1967, Gelfand, Rennert & Feldman ("GRF") is a leading full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 staff members deliver comprehensive financial services in the fields of music, motion pictures, television, sports, literature, and other creative and performing arts. Our firm has offices in Los Angeles, New York City, Nashville, San Rafael, Wilmington, and London. This is a exempt position. The annualized base pay range for this role is expected to be between $140,000 - $165,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment. Gelfand, Rennert & Feldman is an Equal Opportunity Employer. For information on our Job Applicant Privacy Notice, please click here. #LI-TN1 #LN-CH1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Focus Partners Wealth is seeking a Manager, Advisory Leadership Team. The Manager, Advisory Leadership Team supports and develops Associate Wealth Advisors (AWAs) while driving the execution of key business strategies. This role requires managerial oversight, a strong understanding of Focus Partners Wealth's financial planning and client experience vision, and a commitment to implementing best practices for advisory teams. Collaborating closely with the Division President, Directors, and other internal departments, the Manager ensures teams have the resources, skills, and infrastructure needed to achieve their business plan goals. Key responsibilities include driving planning and service harmonization through the management and development of AWAs. AWAs maintain strong client relationships and work closely with the Advisory and Client Service teams to support team goals and drive efficiency and best practices. The Manager oversees a team of AWAs, ensuring they excel in their daily responsibilities, meet personal goals, and work towards the objectives outlined in the advisory team business plan. Effective coaching in this role requires an in-depth understanding of the firm's client experience and the tools and technology solutions used by the advisory team. As a coach and mentor, the Manager should be a natural team builder who fosters team cohesion by balancing individual development with the enforcement of business standards and processes. They are responsible for promoting career growth among their team members and overseeing the hiring, training, and continuous development of AWAs. The role also serves as a communication and knowledge conduit, sharing strategic initiatives and daily updates within the firm and assisting with change management. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities Facilitate discussions, reviews, and collaborative goal setting with Associate Wealth Advisors, fostering accountability for both individual and team objectives. Establish ongoing communication forums with the members of their team. Partner with other departments and Directors to ensure implementation of best practices and new firm rollouts. Drive planning and service harmonization in alignment with stated advisory team client experience objectives. Ensure efficient use of financial planning tools and resources. Foster a culture of accountability aligned with the firm's mission and values. Advocate for advisors and give voice and context to their diverse perspectives and experiences within the firm. Collaborate with the Directors to determine and guide advisory team business plans and staffing. Coach and mentor Associate Wealth Advisors with timely and thoughtful feedback and guidance. Responsibility in assisting the firm to achieve its objective and key results. Promote strong compliance practices. Promote a smooth working relationship with Associate Wealth Advisors and Client Relationship Specialists to support overall team effectiveness. Maintain established communication channels with the Directors to report progress and resolve issues. Participate in committees and/or projects as requested by the Advisory Leadership Team Take a leading role in operational projects ensuring advisors are represented, and a strong feedback loop is established. Function as a collaborative, results-oriented member of the Advisory Leadership Team Travel: Approximately 25%, with the possibility of additional travel depending on business needs. Qualifications Bachelor's degree Advanced credentials such as CFP, CFA or CPA 5+ years of work experience preferred in a relevant position. Proficient in the use and best practices of client management systems and related technologies Strong leadership and emotional intelligence to work well with a variety of personalities. Enthusiastic, quick, and ongoing learner Proficient multitasking, prioritization, attention to detail, and organizational skills Effective listening and people skills Collaborator with a desire to help others. Creative and strong critical thinking skills Ability to work independently and collaboratively. The annualized base pay range for this role is expected to be between $120,000-$140,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-CH1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Description Awarded Inc. Magazine's Best Workplaces for the fourth year in a row! AccountingDepartment.com is the leader in outsourced virtual accounting services for businesses - and our family is growing! Perhaps your next career adventure awaits! AccountingDepartment.com never settles with status quo. We strive to make sure our staff have plenty of opportunities that broaden skill sets and ultimately enhance career satisfaction while working here. If you're someone who wants to make a difference, is a confident communicator, loves a good challenge, and happily embraces change, then we sound like a perfect match! It's been an exciting 21 years at AccountingDepartment.com! We hope you will join us as we continue this exciting revolutionary journey we are on. Your Role: The Senior Controller is a leadership position accountable for managing the activities of several staff, including Accounting Managers and Accountants, while providing outsourced controllership and advisory services to various clients. This position will be responsible for developing and maintaining accounting principles, practices and procedures to ensure accurate and timely financial statements that are compliant with DCAA, FAR, CAS, and GAAP. Controllership services include timely review of monthly financial reports for accuracy; implementing perfected internal process and controls to eliminate risk. Advisory services include helping clients achieve the visions for their business by looking at historical data and future projections. The individual is responsible for budgets, forecasts, analytics, and developing KPIs, while providing insight and making recommendations to clients. The nature of the work requires quick decision-making, based on knowledge of pertinent information and an intention to reduce risk factors as much as possible. The Senior Controller must be self-motivated and be able to provide superior and responsive professional services for clients and staff in a virtual environment to create an unparalleled experience for all. This is a fantastic opportunity for a professional who thrives in a busy workplace, who is well versed with federal contracting and wants to be an integral part of the leadership team. Essential Duties & Responsibilities: Client Service: Act as a trusted advisor and key partner to clients, understanding their unique business and accounting needs. Provide strategic leadership in scalable accounting operations, ensuring compliance with internal control systems, policies, and procedures Develop and maintain accounting policies and procedures; recommend financial tools and benchmarks to enhance operational efficiency Prepare and manage client budgets, cash forecasts, and monthly financial reports Manage the month-end closing and issue financial reports to all clients, every month Obtain and maintain a thorough understanding of the financial reporting, contracts and general ledger structure. Ensures all information is properly entered into QuickBooks & ICAT. Identify variances from the budget and report significant variances to client Execute client conference calls on a regular basis to review strategy, current and future needs, as well as operational changes affecting financial results Assist in gathering pertinent tax related information for external tax return preparation Coordinate the provision of information to external audits for the annual audit or review Comply with local, state, and federal government reporting requirements Review and approve monthly and quarterly tax filings - use/sales tax, property tax returns, payroll tax returns prepared by accounting specialists Complete special projects as requested by client Financial Planning and Strategic Analysis: Develop client budgets and cash forecasting tools (including KPIS) to support long-term planning and investment decisions Monitor budget performance, providing insights into trends, risks, and growth opportunities Partner with client's senior leadership to analyze financial and operational data to provide actionable insights and recommendations for strategic decision-making Accounting Team Leadership: Directs a team of virtual accounting professionals to accomplish priorities and deliverables to meticulously deliver timely and accurate monthly financial reporting package for multiple clients Support, train, motivate and mentor virtual accounting specialists in performance of their daily responsibilities so they can learn the tasks and procedures necessary to meet quality standards. Conduct timely performance reviews. Execute team meetings Utilize internal documentation system when updating/developing procedures and policies. Enforces a system of internal controls to verify integrity of processes and procedures are followed by staff Internal Leadership: Provide strategic guidance and operational decision making to our senior leadership team. Recommend and implement best practices to add value. Assist with interviewing and onboarding new team members, as needed Partner and collaborate with other Senior Controllers on best practices to enhance company knowledge sharing culture Essential Skills & Experience: The Senior Controller candidate will be an active CPA, CMA or MBA with extensive knowledge in accounting for businesses in the under $20M market. The ideal candidate should have 10 - 15 years of progressive accounting experience, with a combination 5+ years in public accounting and 5+ years in private industry. In addition: 5 years supervisory experience Must have government contracting industry experience. The candidate must have a solid understanding of federal contracts, full accrual accounting and working knowledge of FAR, CAS, and DCAA requirements. Ability to multi-task and set daily, weekly and monthly priorities Adaptive leadership style with a passion for mentoring staff. Exceptional ability to work with all levels within the organization while fostering a team environment. Excellent written and oral communication skills with ability to express oneself confidently Experience with hands on accounting with small to medium size businesses and ability to roll up your sleeves to get things done Technical, analytical focus with proactive, problem-solving nature. Ability to research and suggest proper accounting solutions. Thrives in a fast-paced environment, with a sense of urgency to achieve timely, quality results Ability to make quick decisions based on knowledge and experience Works well within established standards and guidelines Ability to acclimate to various client environments Strong experience with QuickBooks, ICAT and/or other accounting software packages High degree of computer literacy, including extensive knowledge in Microsoft Office, and specifically Outlook and Excel Ability to travel when necessary Cultural Fit: We are proud of our culture and are looking for someone who shares our G.R.I.T. values: Grit: Motivated self-starter with a positive, can-do attitude. Demonstrates GRIT in overcoming obstacles and accomplishing tasks. G: Expresses Gratitude and appreciation for the contributions of team members, fostering a positive and collaborative work environment R: Demonstrates Resilience, flexibility, and determination while autonomously managing high-priority tasks and projects in an ever-evolving, dynamic work environment I: Unquestionable commitment to upholding the highest standards of Integrity, ethical behavior, and transparency in all business practices T: Proven ability to contribute effectively to organizational and team objectives through strong Teamwork skills Working at AccountingDepartment.com, LLC: The people at AccountingDepartment.com, LLC are passionate about their work and are driven by innovation. Each and every day we strive for excellence. Our work environment is equal parts casual and professional. We're serious about our business and delivering the best service to our clients, but we also make it a priority to keep things fun and exciting. Benefits Include: 100% Remote, W-2 position Compressed work week option available Self-Managed paid time off and paid holidays Group Medical, Dental, Life, Vision, Accident Insurance 401(k) plan Participation in a company wide annual bonus incentive plan $25 monthly internet stipend Virtual employee groups, clubs, and activities throughout the year Casual dress Attention Military Spouses: For the last 21 years, we've proudly offered 100% remote, W-2 positions, and we've built an environment where career continuity is more than just a buzzword - it's a reality! Whether you're stationed at a new base or relocating for a PCS, we offer military spouses the unique opportunity to continue your career without disruption. As an accounting professional, you can take your position with you and keep your career on track no matter where life takes you. We believe in family first and are proud to be a family-friendly company with an award-winning culture. In fact, we've been nominated by Inc. Magazine for 4 years in a row for our exceptional workplace environment! If you're looking for a role that values flexibility, career growth, and a supportive work-life balance, we may just be the perfect fit for you. Join us and experience the benefits of working with a company that truly cares about its people. How to Become Part of our Future Success: If you believe you have what it takes to assume this new role, you must submit a resume and cover letter explaining why you're the perfect fit for this position. Kindly include your salary requirements in the cover letter. Only candidates that submit these criteria will be considered. AccountingDepartment.com is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at AccountingDepartment.com is based solely on a person's merit and qualifications.

NorthCoast Asset Management is seeking a Director, Institutional Consulting. As the Director, Institutional Consulting covering the western U.S. for our institutional and advisory business, you will play a crucial role in expanding our client base, driving sales revenue, and building strong relationships with institutional investors and financial advisors. Leveraging your industry knowledge and sales expertise you will be responsible for promoting our investment strategies and solutions to key decision-makers, fostering long-term partnerships, and achieving sales targets. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities Business Development Develop and execute a comprehensive sales strategy to drive business growth within your territory for institutional and advisory clients. Identify and cultivate relationships with institutional investors, including wirehouses, RIAs, family offices, foundations, and consultants. Client Relationship Management Serve as the primary point of contact for institutional and advisory clients within the western U.S., ensuring excellent service delivery and client satisfaction. Understand client needs, investment objectives, and risk profiles to offer tailored solutions and investment strategies that meet their requirements. Conduct client presentations and meetings that effectively communicate the value proposition of NorthCoast Asset Management and our product offerings. Sales Target Achievement Develop and execute sales plans and strategies to meet or exceed assigned sales targets and revenue goals within your territory. Actively pursue new business opportunities, prospecting for new clients, and leveraging existing relationships to generate new sales leads. Timely track sales activities within the Sales CRM, maintain accurate sales pipelines, and provide regular reports to management on territory progress and results. Team Collaboration Collaborate with internal teams, including portfolio management, marketing, and operations, to ensure seamless client onboarding, effective communication, and alignment of client expectations. Participate in industry conferences, seminars, and networking events to represent NorthCoast Asset Management and expand professional networks. Qualifications Bachelor's degree in finance, economics, business, or a related field; Series 7 and Series 65 licenses required. West Coast Residency is required for this position. Demonstrated expertise and a consistent record of success in business development across major wirehouse firms & registered investment advisors (RIAs) within the territory. (Required) Strong understanding of different investment products, asset classes, and investment strategies. Self-motivated and results oriented, with the ability to work independently and as part of a team. Excellent communication, presentation, and negotiation skills. Ability to build and maintain relationships with key decision-makers and industry influencers. Willingness to travel frequently within the assigned territory. The annualized base pay range for this role is expected to be between $125,000 base + commission Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-KP1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Focus Partners Wealth is seeking a Wealth Advisor to join our team! The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing. They serve our clients by putting clients' needs first and with a sense of urgency. Wealth Advisors take a holistic planning first approach to fulfilling client's financial goals. They do this by first listening to and understanding each client's unique complexities and desires, before acting. The Wealth Advisor will lead a team and model excellence in financial planning knowledge, skill, and team development. They will initiate conversations and coordinate action plans in all aspects of a client's financial life including goals-based planning, taxation, estate planning, and retirement. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities Leadership Actively partner with Advisory Leadership team in setting, executing, and evolution of the advisory team's business plan. The business plan is the collective agreement that outlines the team's priorities and growth goals. Have both a tactical (short term) and strategic (long term) approach to team development and growth Establishes the optimal client experience and collaborates with team members to ensure the highest level of service Provides feedback and opportunities for development of Associate Wealth Advisors Takes ownership and accountability for client issues that arise Leads by example and actively participates in firm initiatives and carries forth the core values of the firm Client Experience Serve as Primary advisor on 50%+ of client relationships Proficient in all areas of planning and implementing financial plans for clients Develops a mastery of Focus Partner Wealth's (FPW) investment philosophy Active utilization of FPW's client experience framework Conducts Client Discovery and Wealth Planning Conversations Identify advanced planning opportunities and develop internal best practices Create, edit, and present financial plans through planning software Create a holistic investment strategy for each client, monitor risk tolerance over time as needed Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc. Assist with client billing reviews to ensure fees are collected in a timely manner Consistently document client interactions and manage follow-up using the client relationship management (CRM) platform. The ability to meet with clients in person. Some travel may be required. Business Development Consistently meets and exceeds revenue and growth goals Develops multiple Centers of Influences which are active client referral sources Ability to develop new business independently and in a team environment Manage individual and team prospect pipeline, including the onboarding of new clients Qualifications Bachelor's Degree 7+ years of advisory experience in the wealth management industry CFP or equivalent (ChFC or CPA + PFS) required Proven Business Development Skillset Mastery of investment strategies, risk management, tax planning, and estate planning Proven experience in financial analysis, modeling, and strategic planning Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients Team-oriented approach Knowledge of financial services industry, financial products, and financial planning concepts Clean U4 The annualized base pay range for this role is expected to be between $130,000-$140,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* #LI-AH1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Focus Partners Wealth is seeking a Referral Channel Specialist. This Specialist partners closely with Business Development Officers (BDOs) and Advisor Teams to enhance Focus Partners Wealth's commitment to delivering an exceptional client experience. This role ensures a repeatable and scalable process that drives sustained growth and success across both the Charles Schwab and Fidelity Investments referral programs. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities • Foster connections with Schwab and Fidelity Financial Consultants (FCs) and their clients through proactive engagement, transparent communication, and timely execution throughout the sales “Closed Won” process. • Establish partnerships with BDOs that emphasize meticulous attention to detail, timely alignment, and thoughtful deal momentum-positioning their sales pipeline for long-term success and strong FC retention. • Foster trust and alignment with advisors and client service team members by maintaining consistency, transparency, and timeliness during the centralized onboarding stage. • Collect and consolidate essential client information and manage execution of initial client onboarding documents to enable a smooth and efficient handoff from BDOs to Advisor Teams. • Ensure perpetual follow-up with key stakeholders to maintain a consistent and fluid sales process workflow from “Closed Won” to “New Client Onboard.” • Coordinate the transition from “New Client Onboard” to the assigned Advisor Team. • Continuously improve the new client onboarding process establishing high standards in client satisfaction and preserving FC and BDO trust in accuracy and pace. • Utilize Salesforce for all data entry and internal workflows. • Keep selected Advisor Teams abreast of pipeline activity. • Ad hoc support to fellow Client Service team members as needed. Qualifications • 2+ years of administrative work experience (including internships); financial services experience is a plus. • Associate or bachelor's degree required. • Proficiency in Microsoft Suite. • Experience with CRM system; Salesforce preferred. • Strong attention to detail, communication, problem-solving, and analytical skills. • Excellent written and verbal communication skills. • Ability to multi-task under pressure, work independently, and work in a team environment. • Initiative-taker, energetic, and assertive. • Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm. • Outside the box thinking, lean-in mentality, ability to spot red flags and derive proactive solutions, and organized task management. The annualized base pay range for this role is expected to be $60,000 - $65,000 per year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-JS1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Focus is seeking a Talent Acquisition Analyst / Coordinator to join our team and play a key role in shaping our early talent strategy. This position offers a unique opportunity to combine data-driven insights with programmatic hiring initiatives. You will split your time between early talent programs and Talent Acquisition reporting and analytics. This is an excellent opportunity for someone looking to start their career in campus / university recruiting while building strong analytical skills. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities Assist in planning and executing internships and early career programs. Support candidate engagement, communications, scheduling, and onboarding processes, ensuring a high-quality candidate experience. Assist in managing candidate pipelines. Collaborate with the program manager to track and analyze recruiting activity, intern conversion rates, program performance, university partnerships, and related metrics. Help maintain relationships with universities and external partners. Some travel may be required. Represent the company at campus events, career fairs, virtual info session and internship program activities. Drive initiatives to improve intern conversion and entry-level hiring outcomes. Collaborate with Talent Operations, HR, recruiters and business leaders. Collect, analyze, and report on TA metrics (time-to-fill, source effectiveness, diversity, etc.). Maintain dashboards and provide insights to improve recruiting processes. Identify trends and recommend process improvements based on data. Ensure data accuracy across applicant tracking systems and reporting tools. Qualifications Strong analytical skills with proficiency in Excel and/or data visualization tools. Excellent organizational, attention to detail and communication skills. Interest in talent acquisition and early career development. Ability to manage multiple priorities in a fast-paced environment. Ability to work and commute out of Focus' St. Louis office Candidates must have permanent authorization to work in the U.S. Bachelor's degree. Preferred Skills Experience with applicant tracking systems (ATS) and HR reporting tools. Familiarity with campus recruiting or internship programs. Knowledge of data analysis and process optimization. The Analyst, Talent Programs is an exempt position. The annualized base pay range for this role is expected to be between $55,000 - $65,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Full-time Description BLS, one of the largest and most established certified public accounting firms in Delaware, is seeking a Full Charge Bookkeeper with a solid knowledge of accounting principles to perform full cycle bookkeeping and accounting work for small businesses and individuals in our growing Wilmington, Delaware headquarters. Are you a numbers guru who thrives on keeping books balanced, clients happy, and financial puzzles solved? Do you have the skills to oversee the ins and outs of AR, AP, Payroll, and GL Maintenance-without necessarily being stuck in the weeds all day? If you're nodding enthusiastically, we need to talk! Requirements What You'll Be Up To Keeping multiple clients financially on track with full-cycle bookkeeping-from GL maintenance and month-end close to bank reconciliations and inventory tracking. Overseeing AR/AP & Payroll-you know the process inside and out, but you won't be manually processing invoices or running payroll (that's what ADP and Paylocity are for). Instead, you'll guide, review, and make sure everything runs smoothly. Being a tech-savvy rockstar-you can navigate QuickBooks (or similar software) with ease, leverage Excel like a pro (think: formulas, pivot tables, report writing), and even work your magic with Power BI or other data tools. Client-facing & educational-you'll interact with clients, help them understand their books, and make sure they're set up for success. You enjoy explaining financial reports in a way that makes sense to non-accountants. Working on-site when needed-must be local and open to occasional client visits. What We're Looking For Experience in full-cycle bookkeeping for multiple clients or in a company where you manage it all (not just AR or just AP). Public accounting experience? Even better! You know how to juggle multiple clients like a pro. A knack for tech-QuickBooks, Excel wizardry, report writing, and Power BI knowledge are a plus. Detail-oriented, efficient, and analytical-you spot issues before they become problems and can fix them. Great communication skills-you love working with clients and breaking down financial data in an easy-to-digest way. A go-getter mentality-you work well independently but know when to collaborate and ask the right questions. Ability to travel to client sites as needed. What's in it for You Flexibility: Work remote, n-office, or hybrid-whatever fits best outside of client visits! A supportive, growth-oriented environment where your skills will be valued and developed. Career advancement opportunities-we believe in promoting from within. Ongoing training & mentoring to help you reach your career goals. A team that feels like a family! If you love the challenge of keeping businesses financially healthy, enjoy tech-driven accounting solutions, and want to be a trusted advisor to your clients-this role is for you! Apply today and let's make the numbers work for you! Only applicants of interest will be contacted.

Are you ready to take your Tax career to the next level? We are adding Tax Senior Associates with 5 years of tax accounting experience under their belt and the desire to grow in the profession. We provide the tools and unlimited growth opportunity for the right person. MSTiller, LLC is a leading provider of accounting, audit, tax and business advisory services in Georgia and the Southeast. Our growth is driven by successfully assisting our clients achieve results. Our culture encourages individual growth and development, rewards personal excellence and supports our communities. We are looking for someone with the below qualifications - - Bachelor s degree in Accounting Master in Taxation or Master of Accountancy with a tax focus CPA or have passed part of the CPA Exam already Experience with tax software (preferably CCH Axcess) with the desire to quickly learn new software packages Two - five years' experience in preparing complex individual, partnership, corporate and S-Corp tax returns as well as the research of tax issues Works well with managing a variety of projects and thrives in a fast-paced environment Customer service oriented really enjoys people and getting to know our clients, their businesses and the industries that they operate in. Works well independently or as part of a team If the above qualifications describe you --, please apply for confidential consideration so that we can set up an exploratory conversation! As a Senior Tax Associate, you will be involved in Serving a client with complex tax needs Preparation of individual, partnership, fiduciary, tax-exempt and other types of tax returns Preparation of income tax projections that involve multiple scenarios and complex analysis Interactions with client personnel to obtain information essential to delivering tax services Supervising and serving as a technical resource to lesser experience Tax Staff members We offer you: Reasonable work schedules with flexible hours Flexible working arrangements work-from-home , hybrid or in-office Unlimited career growth and potential Experience and opportunity to work with managers and partners Excellent compensation and benefits package A truly supportive team and firm culture - we have lots of fun together too!

Full-time Description BLS, one of the largest and most established certified public accounting firms in Delaware, is seeking professionals with either experience or advanced technical related to financial statement (compilation, review and audits) and tax compliance for business (for profit) entities , including preparation and review of work papers, preparation of financial statements and returns needed for tax compliance. Requirements Planning, executing and supervising compilation, review and audit engagements for a variety of for-profit organizations Preparing and analyzing various financial statements up through performing technical review Preparing complicated tax returns Making inquiries to various tax authorities Demonstrating an ability to supervise and prioritize simultaneous engagements, including appropriate delegation of duties Reviewing changes in work performed from prior years, considering changes in client's accounting procedures and making adjustments to comply with changes in tax laws or accounting pronouncements Resolving accounting problems and tax issues Mentoring new staff on assignments Other qualifications include: Bachelor's degree in Accounting 3-7 years public accounting experience in a tax environment CPA certification or evidence of working towards certification Supervisory experience and client relations skills Working knowledge of GAAP and small business tax compliance Ability to work independently Working knowledge of ProSystems/Axcess software, Thomson Reuters Checkpoint, Microsoft Office and other programs related to tax planning, depreciation and accounting BLS is a Fourteen-Time Winner of the News Journal's Top Workplaces Award and an independent member firm of PrimeGlobal, one of the most expansive associations of independent accounting firms in the world. We offer opportunities for growth and a diverse workload with flexible hours, competitive salary, generous signing bonuses, excellent benefits, state-of-the-art technology and continued training. Compensation will be comparable to experience and qualifications. Flexible Schedules Available Fully on site Fully Remote Hybrid Only applicants of interest will be contacted.

SCS Financial is seeking a highly motivated Associate, Client Operations to join our growing team. Within the Operations & Analytics (“O&A”) department, the Client Operations team is responsible for operations related to supporting our clients and advisors. The Client Operations team is responsible for client portfolio recordkeeping, data management, performance, and reporting as well as oversight over related technologies and third-party service providers. Our clients' financial lives and investment portfolios are sophisticated, and this team is responsible for delivering solutions to meet their needs. An area of focus for this role will be on alternative investments, from direct investments in privates and hedge funds to LP investors in SCS' pooled multi-manager vehicles. The role will assist in a variety of functions necessary to support the business, including security and client setup and data intake, report creation and maintenance, as well as operational support related to advisor / client inquiries. As a meaningful part of our clients' portfolios, it is critical client alternative investment data is maintained at the highest quality as it integrates to multiple systems and is used by various internal stakeholders and clients. This role will work cross-functionally across O&A and our Advisor teams to enhance our current workflows and systems to support a constantly growing client-base and complexity. A successful candidate will demonstrate intellectual curiosity, an aptitude for leveraging technology-enabled business functions, effective collaboration, and communication, and has an enthusiastic spirit towards doing what is needed to help the business grow and evolve. This role is ideal for a candidate looking to utilize the skills they have learned in alternative fund operations or portfolio accounting and continue to grow in their career. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities • Exude SCS's core values and focus on healthy organization best practices • Be an advocate and subject matter expert for the team's primary technology and vendors; Salesforce, Addepar, Canoe, and Alter Domus • Work in collaboration with key stakeholders to help build and optimize cross functional workflows to support alternative investment data management, performance measurement, cash flows and reporting to clients • Collaborate with Advisors on day-to-day inquiries along with the evaluation / onboarding of new alternative investments • Support the maintenance of SCS' alternative data universe, ensuring the timely and efficient processing of LP level data through a variety of workflows • Assist with additional functions within team including but not limited to client onboarding, market reference data management, custom attribute support, cashflow review, valuation, performance, and reporting • Participate in strategic initiatives designed to improve the overall client experience • Complete additional ad hoc assignments in a timely, accurate and well-communicated manner • Adherent to compliance rules and standard operating procedures Qualifications • 1 - 3 years in performance, data, or fund operations, and/or fund accounting within the financial services industry. Prior experience with alternative investments is preferred. • Experience with financial technology and workflows; working knowledge of Addepar and Canoe is a plus • Analytically inclined, demonstrating intellectual curiosity, high integrity, and excellent problem-solving skills • Ability to multi-task in a fast-paced environment, work independently, build strong cross-functional relationships • Strong organization and communication skills, both written and oral • Pro-active and solution-oriented with an ability to thrive in an entrepreneurial environment • Bachelor's degree and a demonstrated track record of academic success The annualized base pay range for this role is expected to be between $60,000-$70,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include a meaningful annual cash opportunity and a comprehensive benefits package. #LI-BG1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Description Awarded Inc. Magazine's Best Workplaces for the fourth year in a row! AccountingDepartment.com is the leader in outsourced virtual accounting services for businesses - and our family is growing! Perhaps your next career adventure awaits! AccountingDepartment.com never settles with status quo. We strive to make sure our staff have plenty of opportunities that broaden skill sets and ultimately enhance career satisfaction while working here. If you're someone who wants to make a difference, is a confident communicator, loves a good challenge, and happily embraces change, then we sound like a perfect match! It's been an exciting 21 years at AccountingDepartment.com! We hope you will join us as we continue this exciting revolutionary journey we are on. Your Role: The Accountant's responsibilities include A/P, A/R, payroll and month-end closing processes, as well as other accounting related functions as requested by client. The successful candidate will be able to successfully prioritize and manage multiple client needs, while maintaining a high level of accounting services and professionalism. Must be comfortable with communicating with clients, both on the phone and webcam, while placing a high emphasis on client service in this role. Essential Duties & Responsibilities: Daily accounts payable, accounts receivable/invoicing and banking for multiple clients, as required Ensure the accurate and timely processing of daily transactions Posting of journal entries to balance sheet and income statement based upon predetermined methods and routines Update balance sheet accounts, including weekly and monthly reconciliations Conduct daily posting and/or downloads for bank accounts/credit cards, as required Process client payroll with 3rd party vendor Successfully use, monitor and review any 3rd party applications per client request/requirements Review and process monthly and/or quarterly sales and use tax, as required Reconcile quarterly payroll filings with the general ledger Review and manage month end close process Occasional special projects as requested Lead client calls to provide high emphasis on customer service Supports budget and forecasting activities Other duties as assigned Essential Skills & Experience: The ideal Accountant candidate will have 3+ years performing full charge bookkeeping and 2+ years using QuickBooks and/or NetSuite Software. In addition: Interest in 3rd party applications to enhance efficiencies Ability to interact with various levels of management, staff and clients internally and externally Strong problem-solving skills Working knowledge of prepaids, accruals and inventory Demonstrated ability to handle multiple clients simultaneously Exceptional attention to detail with excellent written and verbal communications skills Strong work ethic Must be decisive and work well under pressure Confident in one's abilities and able to work independently, with minimal direction Cultural Fit: We are proud of our culture and are looking for someone who shares our G.R.I.T. values: Grit: Motivated self-starter with a positive, can-do attitude. Demonstrates GRIT in overcoming obstacles and accomplishing tasks. G: Expresses Gratitude and appreciation for the contributions of team members, fostering a positive and collaborative work environment R: Demonstrates Resilience, flexibility, and determination while autonomously managing high-priority tasks and projects in an ever-evolving, dynamic work environment I: Unquestionable commitment to upholding the highest standards of Integrity, ethical behavior, and transparency in all business practices T: Proven ability to contribute effectively to organizational and team objectives through strong Teamwork skills Working at AccountingDepartment.com, LLC: The people at AccountingDepartment.com, LLC are passionate about their work and are driven by innovation. Each and every day we strive for excellence. Our work environment is equal parts casual and professional. We're serious about our business and delivering the best service to our clients, but we also make it a priority to keep things fun and exciting. Benefits Include: Work from home, W-2 position Three work schedule options including Full Time (37-40 hours), Mod Time (33-36 hours) or Part Time (30-32 hours). Minimum working hours must be M-F 9am-3pm in your time zone, with flexibility to accommodate client calls and meetings outside of those hours as needed Compressed work week option available Generous vacation and paid holidays Group Medical, Dental, Life, Vision, Accident Insurance 401(k) plan Participation in a company wide annual bonus incentive plan $25 monthly internet stipend Virtual employee groups, clubs, and activities throughout the year Casual dress Attention Military Spouses: For the last 21 years, we've proudly offered 100% remote, W-2 positions, and we've built an environment where career continuity is more than just a buzzword - it's a reality! Whether you're stationed at a new base or relocating for a PCS, we offer military spouses the unique opportunity to continue your career without disruption. As an accounting professional, you can take your position with you and keep your career on track no matter where life takes you. We believe in family first and are proud to be a family-friendly company with an award-winning culture. In fact, we've been nominated by Inc. Magazine for 4 years in a row for our exceptional workplace environment! If you're looking for a role that values flexibility, career growth, and a supportive work-life balance, we may just be the perfect fit for you. Join us and experience the benefits of working with a company that truly cares about its people. How to Become Part of our Future Success: If you believe you have what it takes to assume this new role, you must submit a resume and cover letter explaining why you're the perfect fit for this position. Kindly include your salary requirements in the cover letter. Only candidates that submit these criteria will be considered. AccountingDepartment.com is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at AccountingDepartment.com is based solely on a person's merit and qualifications.

Description Awarded Inc. Magazine's Best Workplaces for the fourth year in a row! AccountingDepartment.com is the leader in outsourced virtual accounting services for businesses - and our family is growing! Perhaps your next career adventure awaits! AccountingDepartment.com never settles with status quo. We strive to make sure our staff have plenty of opportunities that broaden skill sets and ultimately enhance career satisfaction while working here. If you're someone who wants to make a difference, is a confident communicator, loves a good challenge, and happily embraces change, then we sound like a perfect match! It's been an exciting 21 years at AccountingDepartment.com! We hope you will join us as we continue this exciting revolutionary journey we are on. Your Role: The Senior Controller is a leadership position accountable for managing an assigned team while also being a strong individual contributor; providing exceptional outsourced controllership, advisory services and strategic direction to various clients. This vital role relieves entrepreneurs from the pains and chaos of maintaining their financials and provides our clients actionable solutions. Controllership services include timely review of monthly financial reports for accuracy and implementing perfected internal process and controls to eliminate risk. Advisory services help clients achieve the visions for their business by using historical data and future projections to develop actionable plans. The individual is responsible for budgets, forecasts, analytics, and developing KPIs, while providing insight, making recommendations to clients and driving strategic decision making. The ideal candidate will be a innately organized person and comfortable managing up to 15 clients while simultaneously leading a team of 6 to 10. The nature of the work requires quick decision-making, based on knowledge of pertinent information and an intention to reduce risk factors as much as possible. An active, positive response to a variety of challenges and time pressures is also required. The Senior Controller must be self-motivated, responsive and be able to deliver best in class strategic advisory and financial operations to clients while effectively empowering a team, in a virtual environment to create an unparalleled experience for all. This position is an integral part of the leadership team and will report to an Assistant Director. Essential Duties & Responsibilities: Leading and mentoring accounting team for assigned clients. Motivates team to provide best in class service. Provides coaching, delivers timely feedback and conducts reviews to ensure staff are set up for success. Develops an understanding and awareness of each client's unique business and accounting needs and requirements. Provides strategic leadership into the scalable accounting operations of each client's business, ensuring their internal control systems, policies and procedures are consistently followed. Manage the month-end closing and issuance of financial reports to all clients, every month. Partner with client's leadership on operational and strategic decisions to enhance their performance. Collaborate with clients to address accounting requests and questions - follow up with appropriate action steps, scope, prioritization and delegation. Financial Planning and Budgeting Develop client's annual budget and maintain cash forecasting tools as needed to support long term planning and investment decisions Monitor budget performance and provide insights for budget adjustments, as needed Develop and review financial and operating metrics through use of dashboards, including KPIS Identify variances from the budget and report significant variances to client Strategic Financial Analysis Analyze financial and operational data to provide real-time, meaningful recommendations and implementing actions based on findings. Identifies trends, risks, and growth opportunities Provide actionable insights to senior leadership to drive strategic decision-making Execute client conference calls on a regular basis to review strategy, current and future needs, as well as operational changes affecting financial results Assist in gathering pertinent tax related information for external tax return preparation Coordinate the provision of information to external audits for the annual audit or review Comply with local, state, and federal government reporting requirements Review and approve monthly and quarterly tax filings - use/sales tax, property tax returns, payroll tax returns prepared by accounting specialists Complete special projects as requested by client Essential Skills & Experience: The Senior Controller candidate will be an active CPA, CMA, or MBA with transferable knowledge in accounting and financial analysis for businesses in the $5M to $25M market, and possesses 10 years supervisory experience. In addition: Adaptive leadership style with a passion for mentoring staff. Exceptional ability to work with all levels of within the organization while fostering a culture of teamwork and collaboration. Proven expertise in actively managing accounting functions for small to medium-sized enterprises Comfortable with change and easily pivots when priorities change Technical, analytical focus, handles complex issues and finds creative solutions, even in challenging situations Excellent written and oral communication skills with ability to express oneself confidently Exceptional organizational skills and ability to multi-task daily, weekly and monthly priorities Strong experience with QuickBooks, NetSuite and/or other accounting software packages and passion for learning new technologies Thrives in a fast paced environment, with a sense of urgency to achieve timely, quality results Ability to make quick decisions based on knowledge and experience Effectively operates within established standards and guidelines Ability to acclimate to various client environments High degree of computer literacy, including extensive knowledge in Microsoft Office, and specifically Outlook and Excel Ability to travel when necessary Cultural Fit: We are proud of our culture and are looking for someone who shares our G.R.I.T. values: Grit: Motivated self-starter with a positive, can-do attitude. Demonstrates GRIT in overcoming obstacles and accomplishing tasks. G: Expresses Gratitude and appreciation for the contributions of team members, fostering a positive and collaborative work environment R: Demonstrates Resilience, flexibility, and determination while autonomously managing high-priority tasks and projects in an ever-evolving, dynamic work environment I: Unquestionable commitment to upholding the highest standards of Integrity, ethical behavior, and transparency in all business practices T: Proven ability to contribute effectively to organizational and team objectives through strong Teamwork skills Minimum Education & Training Required: Bachelor's in Accounting or Finance CPA license, CMA or MBA preferred Working at AccountingDepartment.com, LLC: The people at AccountingDepartment.com, LLC are passionate about their work and are driven by innovation. Each and every day we strive for excellence. Our work environment is equal parts casual and professional. We're serious about our business and delivering the best service to our clients, but we also make it a priority to keep things fun and exciting. Benefits Include: 100% Remote, W-2 position Compressed work week option available Self-Managed paid time off and paid holidays Group Medical, Dental, Life, Vision, Accident Insurance 401(k) plan Participation in a company wide annual bonus incentive plan $25 monthly internet stipend Virtual employee groups, clubs, and activities throughout the year Casual dress Attention Military Spouses: For the last 21 years, we've proudly offered 100% remote, W-2 positions, and we've built an environment where career continuity is more than just a buzzword - it's a reality! Whether you're stationed at a new base or relocating for a PCS, we offer military spouses the unique opportunity to continue your career without disruption. As an accounting professional, you can take your position with you and keep your career on track no matter where life takes you. We believe in family first and are proud to be a family-friendly company with an award-winning culture. In fact, we've been nominated by Inc. Magazine for 4 years in a row for our exceptional workplace environment! If you're looking for a role that values flexibility, career growth, and a supportive work-life balance, we may just be the perfect fit for you. Join us and experience the benefits of working with a company that truly cares about its people. How to Become Part of our Future Success: If you believe you have what it takes to assume this new role, you must submit a resume and cover letter explaining why you're the perfect fit for this position. Kindly include your salary requirements in the cover letter. Only candidates that submit these criteria will be considered. AccountingDepartment.com is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at AccountingDepartment.com is based solely on a person's merit and qualifications.

Gelfand, Rennert & Feldman, Focus Partners Business Management is seeking a full charge Bookkeeper to join our team of dedicated professionals. The Bookkeeper is responsible for computing, classifying, and recording financial transactions to ensure the financial records of assigned clients are accurate. Focus Partners provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities Process accounts payable and accounts receivable Perform credit card and bank reconciliations Maintain electronic filing system General communication with vendors, clients, and client representatives via phone, email, and in-person Perform cash flow reports and cash balances as required Assist in assembling information for year-end tax packages for accountants Provide some assistance with insurance questions Identify, trace, and correct errors Prepare/review 1099 reports Prepare journal entries Assist in the preparation and processing of payroll, as well as applicable reporting Print reports (such as financial statements) for review Other projects and duties as assigned Qualifications Currently pursuing or recently received an associate's or bachelor's degree in finance, economics, business, or a related field. Expected graduation date by January 2026 Ability to work and commute out of our St. Louis, MO office Candidates must have permanent authorization to work in the U.S. Excellent communication skills (in person, on the phone, and via email) Sense of urgency Keen eye for details Ability to quickly shift gears without losing focus Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.) Experience with AgilLink software is preferred This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between $50,000 - $55,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment. Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Focus Partners Wealth is seeking a motivated and qualified individual for the position of Tax Administrator. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities Work closely with the tax group to oversee their administrative functions, including weekly check-ins with the Tax Admin and St. Louis based tax team. Coordinate tax work papers and tax return assembly & delivery (certified mailings, FedEx, USPS, encrypted links/email & DocuSign), includes actively working with teams in other TCG tax offices. Responsible for overall document organization including scanning and storage, both physical & within document management system. Communicate & coordinate receipt and delivery of tax organizers, incoming/outgoing data, returns, tax payments & bills with clients, tax team and advisors. Clear verbal and written communication skills are a must. Submit electronic filings and track acceptances through government software and tax tracking software database (CCH Workflow). Manage and track notices, including state and local tax notices. Set up new returns, print/export returns in tax software (CCH Axcess), as well as setup and management of tasks in tax tracking software (CCH Workflow) including: staffing assignments, managing deliverables, extensions, etc. Prepare reports/summaries, monitor & review task status' & workloads, communicate progress with Manager, Tax Administration & Sr. Director of Tax Operations. Proactively identify trends, work with the Manager, Tax Administration & Sr. Director of Tax Operations to reassess staffing, processes & procedures, and priorities as needed, to maintain efficiency, especially during busy season. Work closely with the Manager, Tax Administration & Sr. Director of Tax Operations and the Tax Admin team to support incoming merger integrations, training & development initiatives, new technology implementation, tax season prep & execution, and other projects throughout the year. Provide ad hoc support to Tax Advisory & Tax Admin teams nationwide on an as needed basis. Provide occasional backup administrative support in St. Louis office as needed, including: mail distribution, answering phone calls, scanning documents and greeting visitors. * (in person January-April & September-October, w/ option to grow into a hybrid (2-3 days in office/week) role May-August & November-December. Qualifications Prior experience in a Tax Admin/Tax Ops type role. Great communication skills both verbal & written. Comfortable working with various people on short-term and long-term projects. Degree preferred. The annualized base pay range for this role is expected to be $60,000-$70,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-JS1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Greenwich, Connecticut and operates as a part of the Focus Financial network. Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. This role can work remote but does require travel throughout the Pacific Northwest Primary Responsibilities Develop, revise, and present financial plans through planning software Knowledge of tax, estate, and insurance planning Develops a mastery of Focus Partners Wealth's (FPW) investment philosophy Create holistic investment strategy for each client, monitor risk tolerance over time as needed Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. Mastery of technology stack offered, including CRM system and custodian websites Resource and collaboration with other Associate Wealth Advisors (AWAs) Ability to independently lead client communications and interactions Diligent recording of client communication and information within client relationship management platform Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service Complete client billing reviews and ensure compliance for the advisory team Engage in advisory team business planning efforts and actively support the firm's strategic priorities The ability to meet with clients in person. Some travel may be required Qualifications Bachelor's Degree Series 65 or equivalent within 120 days of employment 2+ years of financial service experience Strong interpersonal skills; team-orientated approach Knowledge of financial industry, financial products, and financial planning concepts Excellent analytical skills and attention to detail Clean U4 The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $110,000 - $120,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-KP1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.