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Atchley & Associates jobs in Austin, TX - 13870 jobs

  • Tax Senior

    Atchley & Associates, LLP 3.7company rating

    Atchley & Associates, LLP job in Austin, TX

    At Atchley & Associates, we place a high value on providing opportunities for challenge, growth, and rewards for our A&A team members by creating an environment of trust and respect. As a mid-size firm, you have the opportunity to grow and learn from the best in the business. Our Tax Department continues to grow in headcount and in volume of work, and we need a well-rounded senior to help us continue serve our exceptional clients. WHO ARE YOU? You're a CPA/EA or in the process of acquiring, and the last 3 - 5 years of your career have been spent in public accounting. If you're a top candidate, you'll have 1- 2 years of review and advisory experience in a variety of industries. You feel comfortable researching and proactively advising clients on opportunities and best practices. As you succeed in the role, your impact on the firm will shine through your work, your involvement in the Austin professional community, and your zeal for business development. We're looking for someone with firm ownership listed among their long-term goals. POSITION SUMMARY At the Senior level, an individual is expected to be knowledgeable of the Firm's policies and procedures; understand the rules, regulations, and code of professional conduct of the AICPA; possess an understanding of pertinent IRC sections and regulations; and possess an ability to employ successful research techniques through the use of various research sources available to the Firm. Most assignments will involve the preparation of tax returns with additional responsibilities in supervising, reviewing returns prepared by associate staff members, working independently, and communicating with clients. The base compensation for this position is $80,000 - $110,000 annually, DOE. This position is a hybrid role in Austin, TX. BENEFITS & PERKS 401(k) Retirement Plan 3 Weeks PTO 9 Paid Holidays Medical, Dental, Vision, Life, Short-term and Long-term Disability insurance Program for acquiring CPA Formal career development program Community Involvement Program Kitchen stocked with complimentary snacks and drinks SKILLS & ABILITIES Education: Bachelor's Degree Accounting or related discipline (four-year college or university) Experience: Minimum of 3 years related experience Computer Skills: Proficient with computer and MS Office Suite, (Outlook, Word, Excel). Desired: QuickBooks, CCH Axcess, Adobe, Depreciation Solutions, Caseware, QuickBooks. Certificates & Licenses: CPA and/or EA licenses preferred Reasonable Accommodations Statement - To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Atchley & Associates, LLP is an Equal Opportunity Employer. Keep up to date in what happens inside our firm on Instagram @atchleycpas or follow our hashtag #insideatchleycpas. #LI-DNI
    $80k-110k yearly 60d+ ago
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  • Executive Assistant for CEO Team

    Q Investments 4.1company rating

    Fort Worth, TX job

    The Q Family Office is looking for a bright, eager, and dedicated individual to join its highly successful multi-billion-dollar private investment office in downtown Fort Worth. This person will be part of a team led by a 25-year veteran of the firm, all of whom assist the CEO in managing personal and business scheduling, travel coordination, organizational matters, photo and video archives, and research projects. This person will handle a variety of projects in an array of disciplines, which keeps the work fast paced and ever-changing. Someone who is already very organized and great with details is a must. Base plus bonus (with full benefits) competitive with market and depending on experience. Responsibilities will include: Providing support within Executive Assistant team assisting with very complex calendars and schedules, travel coordination and general operational functions Extensive experience scheduling & managing private air travel Managing vendors and serving as a liaison Researching and developing new ideas and projects Typical hours are in the office (no remote work) Monday thru Friday from 8AM-6PM, i.e., ~ 50-hour weeks. This role does require some occasional weekend work as well. The successful candidate will: 5+ years of experience in an executive admin role supporting an UHNWI or C-Suite executive at a substantial business enterprise Be incredibly organized and detail oriented About The Q Family Office Established in 1994, the Q Family Office is an organization that combines an almost 30+ year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.
    $87k-125k yearly est. 2d ago
  • Loan Sales Representative - Houston, TX

    1St. Franklin Financial Corporation 4.4company rating

    Houston, TX job

    Join the 1st Franklin team as a Loan Sales Representative. This position leverages interpersonal skills, and business knowledge to meet the needs of our customers. This position works closely with the Branch Manager and staff to build relationships a Sales Representative, Sales, Representative, Customer Experience, Banking
    $44k-87k yearly est. 2d ago
  • Insurance Operations Director: Strategy & Transformation

    Price Waterhouse Coopers 4.5company rating

    Dallas, TX job

    A leading global consulting firm seeks a Director in Operations Consulting to drive business growth and optimize insurance operations. You will lead strategic initiatives, mentor teams, and enhance customer service processes. The ideal candidate has at least 15 years of experience in consulting and insurance, along with a Bachelor's degree. This role is essential for maintaining executive-level relationships and ensuring customer satisfaction through effective management. A competitive salary ranging from $155,000 to $410,000 is offered, with various benefits applicable. #J-18808-Ljbffr
    $96k-127k yearly est. 1d ago
  • Behavioral Health Technician - Per Diem

    Banyan 4.7company rating

    Waelder, TX job

    Exciting Opportunity with Banyan Treatment Centers! We're seeking a compassionate and dedicated Behavioral Health Technician (BHT) to provide essential peer and operational support to our patients during their recovery journey. As a BHT, you'll spend the most time with our patients and play an important role in fostering trust and connection while ensuring patient safety at all times. Position Details: Reporting to: Director of Operations Schedule: Per-diem (as needed) Location: Waelder, TX Key Responsibilities: Patient Supervision and Safety: Monitor patients and facility grounds, conduct safety checks, and communicate with medical staff for attention needs. Ensure adherence to facility rules and document incidents. Waive Testing: Measure and report vital signs, conduct UDS and pregnancy tests, and comply with company policies. Patient Interaction and Support: Maintain respectful and professional interactions with patients, offering emotional support, referring clinical concerns to therapy staff. Demonstrate empathy and adaptability in addressing diverse patient needs. Communication and Team Collaboration: Share relevant patient information with the Team Leader, Supervisor/Operations Director while collaborating with the team to ensure high-quality care. Maintain positive relationships within the addiction treatment community and contribute to a supportive team environment. Daily Program and Facility Management: Assist in patient transport, group coordination, and recreational activities. Ensure facility safety, supervise supplies, and manage patient discharge preparations. Required Qualifications: Safe driving record with a clean DMV report for the last 3 years. Must be at least 21 years of age to comply with motor vehicle insurance requirements. Preferences: Relevant behavioral health certification. Work experience in the field of substance use disorder or mental health treatment. Experience working with patients at various levels of care, with an emphasis on detox and residential levels of care. An associate's degree or higher. Why Join Banyan Treatment Centers? This is an opportunity to make a meaningful impact within an organization that stands as a nationally recognized leader in addiction and mental health care. As a Behavioral Health Technician (BHT), you will: Join a Mission-Driven, Nationally Recognized Organization: Accredited by the Joint Commission, Banyan has 18 locations and Telehealth services nationwide. Our 2023 partnership with TPG's Rise Fund supports our mission of expanding access to high-quality, compassionate care delivered by our 1,600+ team members. Directly Impact Lives: Play a vital role in supporting individuals during a crucial phase of their recovery journey, helping them make positive changes toward long-term health. Skill Development: Gain valuable experience in behavioral health, enhancing skills in patient support, crisis management, and effective communication. Collaborate with a Diverse Team: Join a multidisciplinary workforce that reflects the diverse communities we serve, with many team members bringing firsthand recovery experiences. Enjoy comprehensive benefits (FT only) including medical, vision, and dental insurance; whole and term life insurance; short- and long-term disability coverage; a 401(k) with employer match; paid time off and holidays; wellness incentives; and employee assistance and referral programs Apply Now! If you're passionate about making a difference in the lives of individuals experiencing substance, use and mental health adversities, apply today to join a mission-driven team at Banyan Treatment Centers! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. We welcome all applicants and encourage veterans, active-duty military and first responders to apply, in support of our First Responders Program offering. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $26k-37k yearly est. 2d ago
  • Truck Driver Local

    21St. Century Personnel 3.2company rating

    Paris, TX job

    Local Truck Driver Drivers will haul containers back and forth between rail ramps. No touch/live load/live unload Night shifts. Sun- Thurs 10-12 hour days Home daily $1200 -$1300 per week 1100 MPW -Must have 6 full months of solo Class A tractor trailer driving experience -Must have a stable job history and a very good MVR/Background -Must be able to pass all pre-employment screenings 2 day paid orientation in TX Hotel accommodations, breakfast and lunch included Benefits in 30 days
    $1.2k-1.3k weekly 3d ago
  • Project Superintendent (Multi-Family Experience Preferred)

    Avalonbay Communities 4.5company rating

    Pflugerville, TX job

    AvalonBay Communities, Inc., an equity REIT, has a long-term track record of developing, redeveloping, acquiring and managing distinctive apartment homes in some of the best U.S. markets, and delivering outsized, risk-adjusted returns to shareholders. With equal parts experience and vision, we've established a leadership position rooted in our purpose of creating a better way to live and that is always focused on building value for the long term. Creating a better way to live is the purpose that binds AvalonBay associates. We take that purpose seriously and expect you will as well. By focusing on collaboration, innovation, and taking ownership of our choices and actions, we act in ways that focus on creating value for our customers, investors and associates. Your positive, professional, and consistent personal interactions make AvalonBay a great place to work. The Role The Project Superintendent provides direction and oversight for all on-site construction activities associated with multi-family residential and mixed-use projects. This role is responsible for ensuring project goals related to schedule, budget, safety, and quality are achieved. Projects under the Project Superintendent's management generally range in size from $50 million to $100 million. The ideal candidate will have extensive experience in construction management, strong leadership skills, and the ability to build productive relationships with a variety of stakeholders. Essential Job Functions General Management Partner with the Project Manager on scheduling, pre-construction responsibilities, job site setup, and managing change orders. Direct and oversee the safe performance of work that meets required quality standards, timelines, and project scope. Identify the root causes of hazards, delays, and quality issues, developing solutions and plans to mitigate future risks. Address performance issues with subcontractors, ensuring adherence to quality and safety standards. Act as the on-site Quality Control Manager, ensuring high standards are met in all construction phases. Planning and Scheduling Develop the site plan, including public safety measures, site security, truck routing, crane selection and location, hoist planning, and logistics for personnel and material movement within the site. Maintain labor projections and identify labor and skill requirements, participating in the staffing and selection of jobsite roles. Organize and lead regularly scheduled daily and weekly project team meetings to ensure alignment on tasks and schedules. Set the construction schedule and update it as necessary based on project start, end, and milestone dates. Schedule and coordinate with subcontractors, ensuring timely RFIs and communication on scope and daily follow-ups as needed. Relationship Management Lead and motivate the project team to meet established schedules and parameters. Build and maintain strong relationships with associates, architects, inspectors, subcontractors, neighboring sites, municipalities, and suppliers. Negotiate, develop, and establish commitments from all stakeholders involved in the project. Empower, engage, and develop team members to meet project and business objectives, providing feedback, coaching, and support as needed. Non-Essential Functions Coordinate inspection processes, turnovers, and product information as required. Review project scopes and participate in scope meetings. Track shop drawings and submittals to ensure timely processing. Maintain inspection logs and schedule necessary inspections. Coordinate with utility providers to bring services to the site. Ensure superintendent reports are updated daily and weekly. Participate in unit acceptance walks with engineering associates. Ensure punch lists for all trades are updated and completed weekly. Perform other duties as assigned by the supervisor. Minimum Qualifications Education High school diploma or equivalent required. Construction-related courses from a vocational or technical school preferred. Experience Minimum of 10 years of experience in supervising residential construction projects, with moderate knowledge across various construction disciplines and phases. Knowledge, Skills, and Abilities Strong planning and project management skills. Proven ability to prioritize tasks, lead teams, and meet deadlines. Excellent interpersonal skills, with the ability to work with diverse personalities. Analytical and problem-solving abilities. Thorough understanding of construction plans and documentation. Familiarity with building codes and local jurisdiction policies. Clear and concise written and verbal communication skills. Computer literacy, with proficiency in Microsoft Office (Word, Excel, Outlook, etc.). Strong mathematical skills, including the ability to perform arithmetic and geometric calculations. Technical knowledge of major construction components (building, civil engineering, infrastructure, concrete, framing, and structural design). Self-motivated, resourceful, and innovative, with the ability to work autonomously and as part of a team. Exceptional organizational skills and the ability to manage workloads effectively under pressure. How AvalonBay Supports You We know that our teams are the beating heart of our success and we're committed to showing our appreciation. We offer: Comprehensive benefits - health, dental and vision, 401(k) with company match, paid vacation and holidays, tuition reimbursement, an employee stock purchase plan and more. Click on Benefits (************************************ for information. Growth based on achievement and promotion from within. Associate recognition (a company-wide recognition program that celebrates associate efforts and successes in contributing to the overall success of the organization - including destination awards, 'AvalonBay's Very Best' recognition program and others!). A 20% discount on our incredible apartment homes. A culture built on purpose and our core values - A Commitment to Integrity, A Spirit of Caring, and A Focus on Continuous Improvement. Additional Info AvalonBay is proud to be an equal opportunity employer and is committed to an inclusive and diverse work environment free of discrimination and harassment. We believe that in order to achieve our purpose of creating a better way to live, we must recruit, develop and retain associates with a wide range of backgrounds, experiences and perspectives and create an environment that encourages all voices to be heard, understood and appreciated. With this we know we can do great things. AvalonBay makes employment decisions without regard to a person's race, ethnicity, color, religion, sex, national origin, sexual orientation, gender identity, pregnancy (including childbirth, lactation or related medical conditions), age, physical or mental disability, genetic information (including characteristics or testing), citizenship status, military or veteran status, or any other status protected by the law. For California residents, if you elect to apply to AvalonBay you accept the AvalonBay California Personnel Privacy Notice (***********************************************************************
    $83k-106k yearly est. 2d ago
  • Technical Documentation Specialist

    Source One Technical Solutions 4.3company rating

    Fort Worth, TX job

    Top 3 must-have skill sets: Excellent written and verbal communication in English. Proficient in Microsoft Office suite. Prior experience with SAP is a plus. MBR Preparation & Scanning Receive, review, and prepare MBRs for scanning (verify completeness, paginate, remove staples, repair pages as needed). Operate scanning equipment to digitize MBRs at required resolution and format (e.g., searchable PDF), ensuring zero page loss and high image quality. Maintain standardized file naming and folder structures to enable rapid retrieval and audit readiness. Records Control & Retrieval Manage secure storage and access permissions for scanned and physical MBRs. Respond to internal requests (Quality, Manufacturing, Supply Chain, Engineering) by locating, retrieving, and providing MBRs Track requests, turnaround times, and document issuance/return to maintain chain-of-custody. Compliance & Data Integrity Adhere to GxP, GDP (Good Documentation Practices), and company SOPs at all times. Conduct routine self-checks and peer reviews to ensure accuracy, completeness, and traceability. Support audits/inspections by preparing document packs, access lists, and evidence of control. Physical & Inventory Controls Maintain organized physical archives; perform periodic inventory and reconciliation of records. Required Qualifications: High school diploma or equivalent; some college or vocational training preferred. 1-3 years of experience in document control, records management, or manufacturing operations. Familiarity with GxP/GDP and SOP-driven environments. Proficiency with scanners and document management systems Strong attention to detail, accuracy, and time management
    $26k-36k yearly est. 4d ago
  • Specialty Tax Services Intern, Business Incentives Group - Summer 2027 (Houston)

    BDO Global 4.8company rating

    Houston, TX job

    BDO's Specialized Tax Services ("STS") Business Incentives Group ("BIG") has gone through tremendous growth and continues to expand rapidly. The STS BIG Internship presents a unique opportunity to gain hands on experience in one of BDO's premiere national consulting practices. A Tax Intern, Business Incentives Group, helps achieve BDO's core purpose-helping people thrive every day-by helping companies and individuals identify and claim government incentives designed to promote innovation, economic growth, and job creation in the U.S. like the Research & Development (R&D) Tax Credit. Our clients are leaders in innovation in virtually every industry, from technology, manufacturing, life sciences, and healthcare to retail, consumer products, and natural resources. An STS BIG Intern will have the opportunity and charge to innovate and collaborate with BDO professionals in all of our business lines as well as with our clients' innovation leaders, in tax, accounting, finance, and also in their engineering, software, manufacturing, scientific, medical, and other R&D-related departments. STS BIG's short-term mission is to help our clients as efficiently and effectively as possible to identify, document, and support on examination by tax authorities the various incentives to which they are legally entitled. Our longer-term goal is to develop an understanding of them as people and of all aspects of their business so that we are well positioned as their trusted advisors, as professionals who understand both their business operations and business drivers as well as how BDO can help them realize their goals. In pursuing this mission, we are also seeking to help our STS BIG Interns gain first-hand experience in becoming trusted advisors, ensuring they have a clear sense of the importance and responsibilities of such a role, as well as the training and opportunities to fill it. Toward that end, STS BIG Interns pursue opportunities which enable them to gain and improve their skills in every aspect of professional service, including technical, interpersonal, verbal, and written communication, project management, practice management, and business development. Job Duties: Assists in the execution of multiple client engagements Collaborates with other STS BIG professionals in all aspects of our business, e.g., innovating, developing and implementing better strategies and processes for our services, marketing, etc. Establishes effective working relationships directly with STS BIG professionals and other BDO employees Contributes to the development of your own technical acumen and STS BIG's market prominence Assists in business development research and identification of opportunities for new and existing clients Contributes to, supports, and enhances the culture of STS BIG, our local offices, and BDO as a globally leading professional services firm Other duties as required Supervisory Responsibilities: * N/A Qualifications, Knowledge, Skills and Abilities: Education: * Currently enrolled in a Bachelor's or Master's program, required; with a focus in Accounting, Finance, Computer Science, Engineering, Data Analytics, Communications, or Law, preferred Experience: * Leadership experience, preferred License/Certifications: * N/A Software: * Proficient in the use of Microsoft Office Suite, especially Excel and Word, preferred Other Knowledge, Skills, & Abilities: Excellent verbal and written communication skills Strong analytical and basic research skills Solid organizational skills, especially the ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Ability to work in a deadline-driven environment and handle multiple projects simultaneously Able to interact professionally with people at all organizational levels of the firm Desire to understand why a task is being performed and to seek learning opportunities Demonstrate interest in performing self-study to further develop technical competency and knowledge of issues impacting various incentives Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $40.00/hr - $45.00/hr Colorado Range: $35.00/hr - $39.00/hr Illinois Range: $36.00/hr - $40.00/hr Maryland Range: $34.00/hr - $38.00/hr Massachusetts Range: $36.00/hr - $40.00/hr Minnesota Range: $32.00/hr - $36.00/hr New Jersey Range: $38.00/hr - $42.00/hr NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr Ohio Range: $33.00/hr - $37.00/hr Washington Range: $37.00/hr - $38.00/hr Washington DC Range: $34.00/hr - $38.00/hr
    $27k-33k yearly est. 2d ago
  • First Mate (Relief Captain)

    Callan Marine 4.3company rating

    Galveston, TX job

    As a first mate, you will, under the supervision of the captain, be accountable for the safe operation of the vessel, including, but not limited to, navigational responsibilities, operation of various ship systems, and directing the various crew leaders of the vessel. As the second in command, you will be responsible, alongside the captain, for the safety and security of the vessel, crew, and equipment. ROLE AND RESPONSIBILITIES Responsible for assisting the captain in the safety of the crew members. Assisting the captain in voyage plans, navigation, and operation of the vessel. Assisting the captain with vessel inspections and certifications. Supervising and coordinating activities of the various crews on the vessel delegating daily tasks to ensure operational success. Performing regular maintenance and safety checks on the vessel's equipment and systems. Operating the vessel and maintaining stability during operations. Steering and operating vessel, using e-charts, radios, depth finders, radars, lights, buoys, or lighthouses. Keeping accurate logs while on duty as well as Daily Project Reports (DPR) Preparing vessel documents, port call documents, provision orders, purchase orders, etc. Maintaining vessel inventory and updates for bridge equipment. Maintaining accurate crew schedules following IMO Crew Rest Hours. Inspect vessel to ensure efficient and safe operation of equipment and conformance to Coast Guard inspection regulations. Preparation, management, facilitation, and completion of safety meetings, safety drills, Job Safety Analysis and/or Hazard Analysis. Follows company and work site safety policies/procedures and commits to an "incident and injury free" work environment. Performs other related duties as assigned. QUALIFICATIONS AND EDUCATIONAL REQUIREMENTS Credentials must list mate, pilot, or master with indication for mate of towing vessels. Credentials must have at least a 300 gross tonnage endorsement. Credentials must have proper route endorsement for inland or nearshore routes. Western Rivers or Great Lakes only endorsements are NOT sufficient. Must be able to multitask safely and efficiently. Must have good communications skills with both crew and office. Must have the ability to travel and stay aboard vessel for 21 day hitch. Credentials must have proper route endorsement for inland or nearshore routes. Western Rivers or Great Lakes only endorsements are NOT sufficient. Must be able to multitask safely and efficiently. Must have good communications skills with both crew and office. Must have the ability to travel and stay aboard vessel for 21 day hitch. PHYSICAL/MENTAL REQUIREMENTS The employee must perform the job's essential functions with or without reasonable workplace accommodation. The individual must also be able to wear and properly utilize appropriate personal protective equipment (PPE) to work or visit within areas where it is required. This includes hard hat, safety glasses, life vest, respirators, ear plugs, steel toed shoes, personal flotation devices (PFD's), or other protective equipment as required by the work performed and location the work is being done. In addition, the employee must also be capable of: Walking, stepping, climbing, or otherwise moving from one location on the job site to another, which may be of varying heights and access parameters. Standing, stooping, twisting, bending, crouching, kneeling, squatting, climbing, or sitting repetitively and/or for long periods of time. Repetitive movements by feet, shoulders, arms, wrists, hands and back in performance of work. Must be able to lift and carry 30lbs individually. Anything greater than 30lbs and up to 60lbs will require additional lifting means. Must be able to push and pull at peak force of 150lbs. Climbing stairs and/or vertical ladders of a height of 6ft or greater. Working in confined work areas and/or elevated heights. Adapting to temperature changes, outdoor conditions, and prolonged exposure to dusty, wet, or humid conditions, loud noises, and vibration. The Company expects and requires all employees to observe and fulfill all safety responsibilities as outlined in workplace safety training, and actively work toward maintaining a safe workplace. Failure to do so can result in disciplinary action, up to and including termination of employment. Regular attendance and punctuality are required of all employees. Callan Marine, Ltd. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of and will not be discriminated against based on gender, sexual orientation, gender identity, race, color, ethnicity, national origin, religion, age, veteran status, disability status, genetic information, or any other protected category. Callan Marine, Ltd. reserves the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment. Employment at Callan Marine, Ltd. is on an "at-will" basis. Employment security cannot be guaranteed for or by any employee.
    $65k-102k yearly est. 7d ago
  • Senior Assurance Manager, Professional Practice Group

    Aprio 4.3company rating

    Dallas, TX job

    Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Professional Practice Group and you will help assurance team members and clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Assurance Manager to join their dynamic team. As the Quality Control Senior Manager in Aprio's national Professional Practice Group, you will play a pivotal role in overseeing the firm's assurance quality control processes. Your expertise in regulatory compliance, technical standards, and risk management will ensure that all assurance services meet the highest standards of quality and professional integrity. You will lead initiatives to strengthen the firm's quality control framework, support engagement teams in maintaining compliance, and drive continuous improvement in assurance practices. Quality Control Leadership and Oversight Serve as the primary subject matter expert on AICPA audit standards, SSARS, and other professional guidelines, with a focus on quality control for assurance engagements, especially in the construction industry. Monitor assurance engagements to ensure strict adherence to professional standards and regulatory requirements, identifying and addressing quality risks proactively. Translate emerging standards and regulatory changes into actionable quality control guidance for the assurance practice. Engagement Support and Technical Guidance * Advise engagement teams and leaders on complex accounting, auditing, and quality control matters, ensuring consistent application of standards. * Review engagement documentation for accuracy, completeness, and compliance with quality control policies. Risk Management and Continuous Improvement * Evaluate and mitigate risks in assurance engagements, ensuring alignment with firm policies and regulatory mandates. * Lead quality assurance reviews and implement improvements based on findings and industry best practices. Team Leadership and Development * Mentor and develop assurance professionals, fostering a culture of excellence, ethical conduct, and continuous learning in quality control. * Organize and deliver training sessions on evolving professional standards, quality control procedures, and regulatory updates. Thought Leadership and Communication * Develop and share thought leadership materials on assurance quality control and professional standards. * Collaborate with senior leadership to communicate quality control initiatives and updates to staff and clients. Qualifications & Requirements Bachelor's or Master's degree in Accounting, Finance, or a related field. CPA (Certified Public Accountant) designation required. Extensive experience (typically 7+ years) in assurance, auditing, and quality control within a public accounting firm. At least 5 years of construction industry experience preferred. Deep familiarity with AICPA audit standards, SSARS, and quality control guidelines. Proven leadership in managing teams and driving quality initiatives. Excellent communication skills for conveying complex quality concepts. Proficiency in audit software, data analytics, and Microsoft Office Suite. Strong attention to detail, analytical skills, and problem-solving abilities. Demonstrated commitment to professional integrity and ethical conduct. $136,000 - $220,000 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. The application window is anticipated to close on Feb 17, 2026 and may be extended as needed. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: Medical, Dental, and Vision Insurance on the first day of employment Flexible Spending Account and Dependent Care Account 401k with Profit Sharing 9+ holidays and discretionary time off structure Parental Leave - coverage for both primary and secondary caregivers Tuition Assistance Program and CPA support program with cash incentive upon completion Discretionary incentive compensation based on firm, group and individual performance Incentive compensation related to origination of new client sales Top rated wellness program Flexible working environment including remote and hybrid options What's in it for you: Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
    $62k-79k yearly est. 2d ago
  • Private Banker, MD - Wealth Strategy & Growth

    Jpmorgan Chase & Co 4.8company rating

    Dallas, TX job

    A leading financial institution is seeking a Private Banker to join their U.S. Private Bank in Dallas, Texas. This role involves advising families on wealth management, building strong client relationships, and acquiring new assets. Candidates should possess a Bachelor's Degree, sales success, and strong business acumen. This position offers competitive compensation and opportunities for professional growth within a collaborative team environment. #J-18808-Ljbffr
    $58k-118k yearly est. 2d ago
  • Senior Designer

    David Brown International 3.8company rating

    Austin, TX job

    Are you a talented and imaginative designer looking to take your career to the next level in a firm that values creativity, elegance, and hospitality? This is an exceptional opportunity to join a high-end residential architecture firm that is redefining luxury living in Texas and beyond. Why This Role Is Exceptional: Creative Impact: You'll work directly with the firm's principal, playing a central role in shaping some of the most stunning custom homes in the region. High-Caliber Projects: Lead design on multi-million dollar homes ($5M-$25M+) with discerning, high-net-worth clients who value artistry and innovation. Mentorship and Growth: Be mentored by a visionary design leader who is ready to invest in your growth. This is a rare opportunity to be groomed into a creative leadership position. True Design Ownership: From early concept sketches through construction, you'll guide the full design lifecycle-helping turn dreams into built form. Values-Driven Culture: Work in an environment where hospitality, empathy, and simplicity are foundational to both design and culture. Unique Positioning: This role is not about competing for recognition-it's about enhancing the voice of the firm and building its next generation. Strategic Opportunity: Join at a pivotal time as the firm expands into developing its own branded homes-offering creative challenge and new market growth. What You'll Do: Develop and lead conceptual design with hand sketching and visual storytelling Collaborate closely with project architects, consultants, and clients Manage the design narrative and process from vision through execution Represent the firm's aesthetic and values in every client interaction Maintain strong relationships with builders and consultants Ensure quality, detail, and client satisfaction across all phases What You Bring: 8+ years of experience in high-end residential design Strong hand sketching and design development skills Confident and communicative-without ego A passion for detail, hospitality, and functional elegance Ability to manage complex, high-touch client relationships Experience working with consultants, vendors, and site teams
    $89k-121k yearly est. 60d+ ago
  • Community Lending Officer - Greenville and Exchange

    Bank of America 4.7company rating

    Allen, TX job

    Allen, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for managing the end-to-end consumer mortgage referral requests primarily for Low to Moderate Income (LMI) clients in underserved markets. Key responsibilities include connecting with internal and external centers of influence (i.e. financial center partners, realtors, etc.) to originate mortgage transactions, identifying relationship deepening opportunities with clients, and facilitating the loan process from application to close. Job expectations include providing home buyer education via workshops and contacting with clients and partners virtually or in-person. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Originates loans from multiple internal and external referral sources + Understands the local Affordable Housing Market, Housing Assistance Programs, and experience, providing thoughtful lending solutions and guidance to Low to Moderate Income and First Time Homebuyers + Achieves production goals as defined by the business + Maintains a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities + Provides exceptional customer service including maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements + Conducts monthly Home Buyer Workshops and Business Development meetings **Required Qualifications:** + 2+ years of experience in loan originations and/or home buyer education + Knowledge of conventional and/or government guidelines as well as affordable mortgage products and programs + Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending + Ability to organize and deliver Home Buyer Workshop presentations + Strong written and verbal communications skills + Self-motivated and highly organized + Ability to prioritize multiple competing tasks **Desired Qualifications:** + Familiar with FHA and HUD guidelines + Knowledge of community housing counseling agencies + Knowledge of local competition product offerings and real estate market dynamics + Strong computer skills, including Microsoft applications and previous experience using laptop technology for client communication purposes including accessing rate, credit and loan status information + Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously + Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences + Ability to analyze and comprehend complex financial data and provide appropriate financial solutions + Professional and effective interpersonal skills **Skills:** + Client Management + Customer and Client Focus + Loan Structuring + Oral Communications + Referral Management + Credit Documentation Requirements + Learning Delivery + Presentation Skills + Prospecting + Written Communications + Active Listening + Business Development + Credit and Risk Assessment + Data Collection and Entry + Pipeline Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $71k-106k yearly est. 4d ago
  • Solutions Architect

    Tata Consultancy Services 4.3company rating

    Dallas, TX job

    Must Have Technical/Functional Skills: Functional Expertise: Deep understanding of Oracle EBS modules like Oracle Financials (GL, AP, AR), Supply Chain (PO, INV, OM), and Projects (PA). Technical Skills: Strong grasp of business processes across finance, manufacturing, procurement, HR, and logistics. Strategic Thinking: Ability to align technical solutions with business objectives and operational requirements. Integration and Customization: Proficiency in designing customization strategies using Oracle Application Framework (OAF), Oracle Forms, PL/SQL, and ensuring seamless integration using APIs, Web Services, and middleware like Oracle SOA Suite. Performance and Scalability: Knowledge of performance tuning and scalability planning to ensure the architecture supports high availability and performance optimization. Roles & Responsibilities: Implementation of security best practices and compliance with regulatory standards (e.g., SOX, GDPR). Planning and execution of Oracle EBS upgrades, patches, and version migrations, including data migration Salary Range: $80,000-$110,000 a year #LI-CM2
    $80k-110k yearly 4d ago
  • Director, U.S. Deputy CISO

    Scotiabank 4.9company rating

    Dallas, TX job

    Select how often (in days) to receive an alert: Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Global Banking and Markets Global Banking & Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! Purpose The US Deputy Chief Information Security Officer (Deputy CISO) will support the MD & US CISO in building robust United States technology risk (includes all non-financial risks such as Cyber Risk, Availability, Resiliency Risks and Operational Risk) related controls and processes and ensure they are maintained and adhered to in the assigned portfolio. Along with the MD & US CISO the Deputy CISO will collaboratively assess, evaluate and remediate increasingly complex technology risk, design controls and assist in their implementation in the USA, a key growth market. Acts in the line of defense as Internal Control (1B) to ensure implementation of initiatives in accordance with regulatory expectations, risk appetite, organizational risk practices and evolving business practices. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. What You'll Do Champion a customer focused culture to deepen relationships with Sr. leadership, peers, and functional groups by leveraging IT and risk expertise. Partners across senior executives US CIO, Global CISO, Risk, Operations, compliance and legal teams to deliver improved US regulatory outcomes and strategies. Supports in the US 1st line Technology Risk, Cyber Security and Internal Controls teams. Alongside with the MD & CISO, the Deputy CISO will collaborate with US CIO and Global CISO, in leading frequent interaction and reporting to US Federal Regulators. Support in overseeing critical 1st Line of Defense (1B) function in highly regulated US Technology realm with ongoing guidance to support the implementation of, and compliance to, established IT Standard, Policies, Procedures, regulatory, operational risk and cyber risk requirements through active engagement, guidance and counselling. Support in leading US 1st Line of Defense (1A) teams and Risk owners, to build their capability to identify, assess, mitigate and monitor risks associated with their use of information and IT systems. Is primary interface and conduit between the 1A risk owners and other risk groups or advisors in various business areas (Internal Controls, Audit, Cyber Security, Privacy, Fraud, Resilience, Availability) to spearhead the facilitation and execution of risk management activities. Support in Managing Technology Risk identification, assessment, prioritization for relevant business areas. Ensures observations, issues and outputs are tracked and actioned. Support in leading US Technology risk control testing and monitoring and guides all US based Technology Risk Owners with remediation plans. Partner with and face other risk groups to assess, implement and communicate new/updated risk controls, frameworks, policies, risk indicators, metrics and limits. Oversee analyses of systems or asset data and deliver monthly / quarterly reporting for senior management, Internal Controls, GRM, Compliance, Audit, Operational Risk or 1A stakeholders. Leads team that develops reports and presentations to deliver updates on KPIs/KRIs to various audiences, including senior business risk committees. Develop or manage programs to establish KRI performance within the bank's risk tolerance. Prioritize risk activities, ensure timely remediation and elevate when necessary. Evangelize for Technology Risk and promote a strong risk culture in partnership with the risk owners. Co-ordinate SOX control testing. Facilitate evidence collection and elevate conflicts or roadblocks to relevant SME to ensure control testing is completed as per schedule. Prepare quarterly SOX attestations. Ensuring that sound and consistent information security architectures that have been defined and documented are leveraged and effectively communicated to local business lines and technology support groups. Support in the directing, assuring, and advancing the security of the Scotiabank Group's networks, including the reliability and manageability of logical access security and application change control operations locally. Pursuing security and control process improvements and the protection of emerging technologies and new delivery systems; In collaboration with the Central ESS/CSS/GSS functions. Working closely with Global Security Operation Services, Global Advisory Services and Enterprise Security Services to facilitate communication, support and transmit the Bank's Information Security vision as developed by the global CISO. Creates an environment in which their team pursues effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Scope includes compliance with information security regulations, user education and access, and cybersecurity. Accountable for understanding, communicating and ensure compliance with Scotiabank's Information Security Policies as defined by Global Security Operation Services and Enterprise Security Services functions. Leads the design and operation of related compliance monitoring and improvement activities to ensure compliance both with internal security policies and applicable laws and regulations. Provides and maintains technical expertise on security aspects of systems, applications, and networks currently resident in the company and those planned for in the future. Reviews system development, maintenance and acquisition efforts to ensure efficient and adequate security provisions. Actively pursue effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct. Champion a high-performance environment and implement a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment, communicating vison/values/business strategy and managing succession and development planning for the team. Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions. What You'll Bring Candidates should have a breadth of Technology and non-financial Risk management experience. 10+ years (governance, operations, audit, cyber, control functions, compliance, risk management). Candidates require expert leadership, communication (both verbal and written) and influencing capability, supported by well-developed logical thinking competencies. Proficient written and verbal communication required at all levels of the organization is essential. Requires expert Technology risk management experience in multiple areas including but not limited to; internal controls, systems design, security, availability/stability/resiliency, disaster recovery, third party risk management, change management, release management, audit, regulatory risk, logical access, software currency. Exposure to cloud controls would be an asset. Proven experience in risk or Cyber security leadership preferably with deep knowledge of US and GBM businesses including related systems, procedures, regulations expected. Ability to balance contesting or conflicting goals of various departments and stakeholders which requires a mature, diplomatic approach and advanced negotiation, project management, governance and influencing skills. Strong presentation design and delivery expected as part of the leadership team. Data Analytics and Visual dashboarding would be desirable. Knowledge or understanding of Risk / Control frameworks (ITIL, ISO, COBIT, NIST, FFIEC). Advanced degree in Computer Science, Engineering, Business Commerce or equivalent experience. Additional relevant Certifications would be an asset - ITIL V3 Foundation Cert. in ITSM, COBIT, CRISC, CISSP. Interested? If your experience is closely related but doesn't align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank! At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture. What's in it for you? Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well‑being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. #DALLAS Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. #J-18808-Ljbffr
    $105k-131k yearly est. 2d ago
  • Wealth Strategy & Private Banking Advisor

    Jpmorgan Chase & Co 4.8company rating

    Dallas, TX job

    A leading financial institution is seeking a Private Banker to join their U.S. Private Bank team in Dallas. The role involves advising clients on wealth management, investing strategies, and ensuring exceptional client relationships. Qualified candidates will have a Bachelor's degree, three years of experience in financial services, and proven sales success. This position requires Series 7, 66, and Insurance licenses. The firm values initiative and strong client focus within a collaborative environment. #J-18808-Ljbffr
    $54k-88k yearly est. 2d ago
  • Customer Onboarding Manager

    Levelfield Bank 3.7company rating

    Houston, TX job

    Redefine Banking with Us: LevelField Bank, upon completion of the forthcoming acquisition of Burling Bank, will be an FDIC-insured community bank dedicated to transforming the financial landscape by prioritizing innovation and embracing new products and services. We aim to differentiate ourselves by serving consumers nationwide, targeting underbanked commercial markets, including business involved in the fast-evolving world of digital assets (cryptocurrency), and by operating a true real-time 24x7 bank. Considerable growth is on the horizon, and we're ready for the challenge. Building an industry-leading company is no small feat, but we're driven by a positive, ambitious energy. With a seasoned leadership team and the stability of a regulated financial institution, we're creating a workplace that's both dynamic and rewarding. Our executive leaders each bring over thirty years of experience from the most competitive corners of the financial sector-yet they approach each day with the enthusiasm of fresh talent. If you are passionate about creating a fantastic environment and eager to join a growing organization, this is your opportunity to make an impact. Your Role: This is a hands-on role, and you will be working to assist our prospects through the process of becoming bank customers. As Customer Onboarding Manager, you will work with the bank Chief Operating Officer to efficiently oversee and facilitate the onboarding of prospective customers and resolve potentially complex problems that may arise during the onboarding process. You and your team (for which you will be the starting member) will be responsible for managing the end to end onboarding cycle, ensuring that customers have a best-in class-experience. You will build collaborative relationships with key team members from across the organization, and will work closely with the compliance team. You will take on a supervisory role that focusses on accurately and expediently onboarding prospective customers, while following and maintaining strict guidelines and regulatory requirements. You will have the opportunity to collaborate on customers engagement initiatives to develop and help successful implementation of newly developed strategies and processes. These interactions may take many forms, including participating in projects and strategic initiatives related to process improvement and more thematic initiatives designed to bring the best of the firm to our customers and continuously improve the overall experience they have in working with us. This is very much a hands-on role, and like the rest of the LevelFIeld Bank leadership team, the successful candidate will be responsible for getting the job done while growing the team in line with the increasing scale of the bank. We are seeking a doer, a leader, and a builder. Location: This is a fully on-site position in Houston, TX. The role depends on close collaboration with business and technology partners, which is best achieved through in-person engagement. We are seeking to build a cohesive and industry leading team, and working together we can make big things happen. Since we have discovered reading comprehension is a skill not everyone has mastered, to be clear there is NO OPPORTUNITY WHATSOEVER FOR REMOTE OR HYBRID arrangements for this role. Key Responsibilities: Champion our brand: Embody LevelField's innovative culture, fostering trust and enthusiasm for our cutting-edge banking solutions. Drive Client Success: Serve as the primary point of contact for onboarding new business customers and work collaboratively with compliance and other departments in the onboarding of consumer customers. Gather Insights: Continually assess the customer activity and partner with product development to continually improve the customer experience so that the customer does not require support except in non-standard instances. Leadership: Lead, mentor, and grow the Customer Onboarding team. Additional Responsibilities: Stay ahead of trends: Maintain awareness of the broader context and implications of the various types of risk affecting the business. Continuous Improvement: Collaborate with the team to develop and execute strategies to improve the department. Work collaboratively: Collaborate with the team to continuously improve the department and the bank. Think like an owner: Contribute ideas to improve processes, enhance customer experiences, and drive the bank's growth. About You We are searching for someone with proven process skills and high attention to detail within business critical operations. You must have experience in customer onboarding within a financial institution. Minimum of 5 years financial service industry experience (banking preferred); 3+ years in a customer service/on-boarding or similar role; At least 2+ years of people management experience. Willingness to work flexible working hours, as required. Ability to lead, prioritize and execute on multiple simultaneous priorities and initiatives Someone familiar with OFAC (Office of Foreign Asset Control), AML (Anti-money Laundering, and KYC (Know your client) requirements. Ability to thrive in a highly regulated environment that demands full compliance with policies and procedures. Excellent verbal and written communication skills Passion for revolutionizing banking and embracing innovation. Strong interpersonal skills with a commitment to delivering exceptional customer experiences. A team-oriented mindset with a drive to build something extraordinary. Why Join LevelField Bank? Be a pioneer: Join a forward-thinking bank at the forefront of digital asset integration, with opportunities to shape the future of finance. Growth opportunities: As an early team member, you'll have significant potential for career advancement in a rapidly growing organization. Vibrant culture: Thrive in a collaborative, innovative workplace that values your contributions and celebrates success. Competitive compensation: Enjoy a base salary of $80,000-$130,000, discretionary bonuses, stock options, 401(k), medical insurance, and additional benefits. This description outlines the general nature of the role and is not an exhaustive list of duties or requirements. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees for this role. LevelField Financial and LevelField Bank are equal opportunity employers.
    $80k-130k yearly 2d ago
  • Specialty Tax Services Intern, Transfer Pricing - Summer 2027 (Houston)

    BDO Global 4.8company rating

    Houston, TX job

    The Tax Intern, Transfer Pricing works with a team of consulting economists to help multi-national companies correctly price their transactions between entities within their corporate group. This role assists with examining a variety of economic conditions and industry trends, evaluating clients' intercompany transactions and consulting with clients to set or substantiate prices charged between their related parties. The analysis of intercompany pricing is used to help companies comply with foreign and domestic tax regulations. The position requires not only strong analytical skills, but also exceptional writing and editing skills. Job Duties: Information Gathering Conducts client interviews in order to gather information to understand the factors that affect inter-company transactions within a group of related companies, the interviews collect the following client information: Corporate structure Division of functional responsibilities among affiliated companies within the corporate group Distribution of risks among affiliated companies within the corporate group Value drivers for profitability Industry overview and competitive pressure Historical context of current circumstances Financial Analysis Analyzes the evaluation of industry data and financial data from the client, which are collectively used to benchmark or document appropriate intercompany pricing policies Performs additional financial analysis, such as the evaluation of market penetration scenarios or calculating the value of intangible property Prepares project reports for clients, which include our approach, research, quantitative analysis and final results, these are used to document the extent to which a client's intercompany prices are in compliance with foreign and domestic tax regulations and present consulting advice Prepares presentations to convey to the client the results of analyses and recommendations going-forward. Participates in presentations to pitch service capabilities to potential clients Report Writing Writes industry overviews and functional analyses that are included in transfer pricing reports and documents Takes interview notes and prepares detailed summaries for team members Proofreads and edits reports prior to delivering to clients Writes technical memos that describe the analytical process Other duties as required Supervisory Responsibilities: * N/A Qualifications, Knowledge, Skills and Abilities: Education: * Enrolled in a Bachelor's or Master's degree in Accounting, Economics, or other relevant field of study required Experience: * Leadership experience preferred License/Certifications: * N/A Software: * Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word Language: * N/A Other Knowledge, Skills & Abilities: Exceptional research and writing skills Skilled in detailed reading, proofing and editing highly technical and descriptive material Able to independently produce the initial drafts of project deliverables are written reports Effective interpersonal skills and experience with presentations or public speaking Able to communicate directly with clients in a professional and confident manner Strong analytical and basic research skills Solid organizational skills especially ability to meet project deadlines with a focus on details Capable of working in a deadline-driven environment and handle multiple projects simultaneously Able to research taxation topics and communicate or compose written analysis effectively Basic understanding of transfer pricing and the desire to learn more about the industry Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $40.00/hr - $45.00/hr Colorado Range: $35.00/hr - $39.00/hr Illinois Range: $36.00/hr - $40.00/hr Maryland Range: $34.00/hr - $38.00/hr Massachusetts Range: $36.00/hr - $40.00/hr Minnesota Range: $32.00/hr - $36.00/hr New Jersey Range: $38.00/hr - $42.00/hr NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr Ohio Range: $33.00/hr - $37.00/hr Washington Range: $37.00/hr - $38.00/hr Washington DC Range: $34.00/hr - $38.00/hr
    $32-45 hourly 2d ago
  • Tax Senior

    Atchley & Associates, LLP 3.7company rating

    Atchley & Associates, LLP job in Austin, TX

    At Atchley & Associates, we place a high value on providing opportunities for challenge, growth, and rewards for our A&A team members by creating an environment of trust and respect. As a mid-size firm, you have the opportunity to grow and learn from the best in the business.Our Tax Department continues to grow in headcount and in volume of work, and we need a well-rounded senior to help us continue serve our exceptional clients. WHO ARE YOU?Youre a CPA/EA or in the process of acquiring, and the last 3 - 5 years of your career have been spent in public accounting. If youre a top candidate, youll have 1- 2 years of review and advisory experience in a variety of industries. You feel comfortable researching and proactively advising clients on opportunities and best practices. As you succeed in the role, your impact on the firm will shine through your work, your involvement in the Austin professional community, and your zeal for business development. Were looking for someone with firm ownership listed among their long-term goals. POSITION SUMMARYAt the Senior level, an individual is expected to be knowledgeable of the Firm's policies and procedures; understand the rules, regulations, and code of professional conduct of the AICPA; possess an understanding of pertinent IRC sections and regulations; and possess an ability to employ successful research techniques through the use of various research sources available to the Firm. Most assignments will involve the preparation of tax returns with additional responsibilities in supervising, reviewing returns prepared by associate staff members, working independently, and communicating with clients. The base compensation for this position is $80,000 - $110,000 annually, DOE. This position is a hybrid role in Austin, TX. BENEFITS & PERKS 401(k) Retirement Plan 3 Weeks PTO 9 Paid Holidays Medical, Dental, Vision, Life, Short-term and Long-term Disability insurance Program for acquiring CPA Formal career development program Community Involvement Program Kitchen stocked with complimentary snacks and drinks SKILLS & ABILITIES Education: Bachelor's Degree Accounting or related discipline (four-year college or university) Experience: Minimum of 3 years related experience Computer Skills: Proficient with computer and MS Office Suite, (Outlook, Word, Excel). Desired: QuickBooks, CCH Axcess, Adobe, Depreciation Solutions, Caseware, QuickBooks. Certificates & Licenses: CPA and/or EA licenses preferred Reasonable Accommodations Statement - To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Atchley & Associates, LLP is an Equal Opportunity Employer. Keep up to date in what happens inside our firm on Instagram @atchleycpas or follow our hashtag #insideatchleycpas. #LI-DNI
    $80k-110k yearly 22d ago

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