Sr Auditor
Audit manager job in Spokane, WA
About Us:
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
Effectively scope and execute a wide range of assurance activities to assess risks and controls over assigned processes. Work in agile teams to prioritize assurance work, strategic initiatives, and required tasks with flexibility to shift with department priorities. Assigned tasks, projects, and audits may report to different supervisors in a matrix team. Monitor risks and understand data trends of designated areas and provide recommendations for future coverage. Provide effective challenge to audit work products to maintain quality standards aligned to IIA and department guidance. Champion continuous improvement within processes and technology.
Work within a team to plan, scope, and execute risk-based assurance projects. Deliver high quality results, on time, within budget expectations, and in conformity with applicable professional and regulatory standards. Formulate meaningful, well-supported audit conclusions and provide practical recommendations for areas requiring attention or corrective action.
Offer ongoing guidance for others on audit methods and procedures, serve as a point of escalation within assurance projects and programs, and assist in prioritization of tasks.
Continuously monitor the risk profile of assigned processes by analyzing data trends, incorporating internal and external factors, and assessing assurance activities. Document results within risk assessments and recommend changes to the multi-year audit plan as applicable.
Maintain clear communication channels to keep audit clients and Internal Audit Management aware of progress, challenges, and issues.
Develop and maintain effective working relationships with audit clients, business unit leadership, risk/compliance partners, vendors, and within the Internal Audit department. Represent Internal Audit on various project, risk, and management committees.
Present the results of audits and special projects to Internal Audit Leadership, Executive Management, and External Auditors. Support responses to regulatory requests.
Participate in working groups to support the Internal Audit strategic vision and priorities.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on industry and regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”
May perform other duties as assigned.
About You:
Bachelor's degree in business, accounting, economics, auditing or risk management, information technology, mathematics or statistics, related degree or equivalent operational/technical experience, required.
4-7 years of experience in internal or external auditing, risk management, compliance, or related role; or combination of business/operational and auditing/risk management experience, required.
CIA, CISA, CPA, CAMS, CFE or comparable audit, accounting, risk management, or technical certification of 12-month length, preferred.
Requires proficient auditing or operational expertise in one or more of the following areas: Compliance, Legal, Banking Regulatory, Information Technology, Information Security, Data Analytics, Digital Banking. Enterprise Risk Management, Credit risk, Market risk, Operational risk, Model risk, Liquidity risk, and/or Sarbanes-Oxley. Broad, general knowledge of the banking and financial services industry and operations preferred.
Proficient knowledge and skills in auditing, compliance, or risk management approaches, tools, and techniques required.
Strong project management skills required with demonstrated ability to work as part of a high-performing team - ability to plan and organize, lead teams, shift priorities, and manage complex projects. Exposure to agile methodologies preferred.
Effective professional communication, interpersonal, and presentation skills required. Willingness and ability to develop relationships with co-workers and audit clients.
Proven commitment to continuous learning, ability to work as part of a team using remote collaboration tools, and comfortable sharing ideas with others required.
Demonstrated intellectual curiosity, strong moral compass, and continuous improvement mindset required.
Previous bank internal auditing or external auditing experience considered preferred.
Knowledge of banking and financial services regulatory requirements, such as FDIC, FRB, CFPB, FINRA, etc. preferred.
Data analytics and visualization, automation, and generative artificial intelligence (Gen AI) experience preferred.
Travel Type:
Occasional
Job Location(s): Ability to work fully onsite at posted location(s).
This posting is part of an evergreen requisition; we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations:
Hillsboro, OR
Tacoma, WA
Spokane, WA
Phoenix, AZ
Denver, CO
Irvine, CA
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $70,000.00 - $120,000, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Auto-ApplyRegional Underwriting Manager - Commercial
Audit manager job in Spokane, WA
Why CIG? At Capital Insurance Group we offer our employees more than just a job. We foster career growth, provide opportunities to give back to our communities, and help you take the next step in your career! CIG was founded in 1898 by a group of earnest farmers in need of protection and today, we are the leading West Coast Property & Casualty insurer. CIG is certified as a Great Place to Work and provides a collaborative, inclusive, and fun work culture for all employees.
Why choose CIGs Underwriting Team?
This is your perfect opportunity to join a company that is building momentum with our independent agents and protecting the dreams and assets of our policyholders. Join the CIG Underwriting team in helping build a safer world where dreams soar!
Benefits
* Accrue twenty-one days of Paid Time Off during your first year
* Up to eighty-seven percent of benefits covered by CIG for you and your family members
* Medical, dental, vision plans
* One hundred percent covered plans
* Basic Life & AD&D
* Employee Assistance
* Leave Management
* Long Term Disability
* Short Term Disability (Outside of CA)
* Family Caregiver Support (Homethrive)
* Child Care Resources (Tootris)
* Business Travel Accident Protection
* Voluntary benefit offerings
* Short-term (CA only)
* Voluntary Life AD&D self, spouse and child plans
* Flexible Spending
* Health Savings (HSA)
* Hospital Indemnity
* Accidental Injury
* Critical Illness
* ARAG Legal Services
* Norton LifeLock
* Nine paid holidays, plus two floating holidays
* Above and Beyond Reward Recognition Program
* Kudos & Shout Out Points Program
* Quarterly Above and Beyond Bonus Program
* Annual Above and Beyond Bonus Program
* Competitive compensation
* Base compensation
* Salary Management Spot Bonuses
* Annual Incentive/Profit sharing program, potential payout annually based on company results.
* Discount partnerships
* Gym memberships, credit union, travel, shopping, restaurants, theme parks, and more
* Insurance Educational reimbursement and bonus programs
* Employee Referral Bonus Program
* Home and Auto Insurance Discount Program.
* Paid Volunteer Time Through company planned community events and choose your own adventure PVT in giving back in ways that are meaningful to you!
* Retirement savings benefit (401k and Roth + match)
* Health & Financial Wellness
* Wellness platform, tools and events
* Health Savings Account match
* Financial Wellness Resources
Work Environment & Format
The Regional Underwriting Manager role is a hybrid position- working out of our Spokane, WA office (Mon-Wed).
Job Overview
This position represents the highest level of technical underwriting competency in the region and is responsible for leading and directing the regional underwriting team(s) in a virtual and office setting working environment. Underwriting authority is delegated by the Regional Field Executive and mutually agreed to by the AVP- Commercial & Ag Underwriting. The Regional Underwriting Manager works closely with the AVP and is responsible for compliance, underwriting integrity, service standards, and production. The position provides review, mentoring and technical assistance and training to regional commercial lines underwriters in the interpretation of underwriting policies and procedures. The Regional Underwriting Manager may review and underwrite the most complex technical risks and grants underwriting authority to all underwriters in the region. This position assists in the development of the regional business strategy, develops metrics, and determines what products and services best support the regional territory.
Requirements
* Comprehensive knowledge of DOI regulations and pending legislative issues.
* Commercial underwriting procedures, regulations, products, and rating plans (ISO or similar).
* Effective management skills to motivate train and develop subordinate staff.
* Underwriting and marketing philosophy and procedure.
* Correct English usage, including spelling, grammar, punctuation, and vocabulary.
* Mathematics and the application of formulas.
* Knowledge of social, economic, and competitive aspects of underwriting territories.
* National and local business conditions and trends.
* Effectively negotiate with and influence others with ability to exchange ideas and information through oral and written presentation
* Effectively interact with others in order to accomplish work responsibilities and objectives
* Foster a constructive team and collaborative work environment
* Analyze problems and develop effective, rational solutions
* Correlate risk factors to underwriting standards to determine acceptance of risk
* Commit to ongoing professional development to acquire technical knowledge
* Consistently deliver results and meet business critical deadlines
* College degree or equivalent experience. Ten plus years of progressively challenging insurance carrier experience in commercial/agriculture lines underwriting property, general liability, and auto products. Knowledge and risk selection experience involving high value or complex exposures. Proven experience and leadership skills including three to five years of management and supervision. Ability to develop talent, mentor subordinates and manage performance. CPCU certification is preferred.
Salary Range: $95,825 - $158,111
The salary range listed here has been provided to comply with local regulations and represents a potential base salary range for this role. Please note that actual salaries may vary within the range above or below, depending on experience and location. We look at compensation for each individual and base our offer on your unique qualifications, experience, and expected contributions. This position may also be eligible for other types of compensation in addition to base salary, such as benefits and bonus programs.
Sr Auditor
Audit manager job in Spokane, WA
About Us:
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
Effectively scope and execute a wide range of assurance activities to assess risks and controls over assigned processes. Work in agile teams to prioritize assurance work, strategic initiatives, and required tasks with flexibility to shift with department priorities. Assigned tasks, projects, and audits may report to different supervisors in a matrix team. Monitor risks and understand data trends of designated areas and provide recommendations for future coverage. Provide effective challenge to audit work products to maintain quality standards aligned to IIA and department guidance. Champion continuous improvement within processes and technology.
Work within a team to plan, scope, and execute risk-based assurance projects. Deliver high quality results, on time, within budget expectations, and in conformity with applicable professional and regulatory standards. Formulate meaningful, well-supported audit conclusions and provide practical recommendations for areas requiring attention or corrective action.
Offer ongoing guidance for others on audit methods and procedures, serve as a point of escalation within assurance projects and programs, and assist in prioritization of tasks.
Continuously monitor the risk profile of assigned processes by analyzing data trends, incorporating internal and external factors, and assessing assurance activities. Document results within risk assessments and recommend changes to the multi-year audit plan as applicable.
Maintain clear communication channels to keep audit clients and Internal Audit Management aware of progress, challenges, and issues.
Develop and maintain effective working relationships with audit clients, business unit leadership, risk/compliance partners, vendors, and within the Internal Audit department. Represent Internal Audit on various project, risk, and management committees.
Present the results of audits and special projects to Internal Audit Leadership, Executive Management, and External Auditors. Support responses to regulatory requests.
Participate in working groups to support the Internal Audit strategic vision and priorities.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on industry and regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”
May perform other duties as assigned.
About You:
Bachelor's degree in business, accounting, economics, auditing or risk management, information technology, mathematics or statistics, related degree or equivalent operational/technical experience, required.
4-7 years of experience in internal or external auditing, risk management, compliance, or related role; or combination of business/operational and auditing/risk management experience, required.
CIA, CISA, CPA, CAMS, CFE or comparable audit, accounting, risk management, or technical certification of 12-month length, preferred.
Requires proficient auditing or operational expertise in one or more of the following areas: Compliance, Legal, Banking Regulatory, Information Technology, Information Security, Data Analytics, Digital Banking. Enterprise Risk Management, Credit risk, Market risk, Operational risk, Model risk, Liquidity risk, and/or Sarbanes-Oxley. Broad, general knowledge of the banking and financial services industry and operations preferred.
Proficient knowledge and skills in auditing, compliance, or risk management approaches, tools, and techniques required.
Strong project management skills required with demonstrated ability to work as part of a high-performing team - ability to plan and organize, lead teams, shift priorities, and manage complex projects. Exposure to agile methodologies preferred.
Effective professional communication, interpersonal, and presentation skills required. Willingness and ability to develop relationships with co-workers and audit clients.
Proven commitment to continuous learning, ability to work as part of a team using remote collaboration tools, and comfortable sharing ideas with others required.
Demonstrated intellectual curiosity, strong moral compass, and continuous improvement mindset required.
Previous bank internal auditing or external auditing experience considered preferred.
Knowledge of banking and financial services regulatory requirements, such as FDIC, FRB, CFPB, FINRA, etc. preferred.
Data analytics and visualization, automation, and generative artificial intelligence (Gen AI) experience preferred.
Travel Type:
Occasional
Job Location(s): Ability to work fully onsite at posted location(s).
This posting is part of an evergreen requisition; we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations:
Hillsboro, OR
Tacoma, WA
Spokane, WA
Phoenix, AZ
Denver, CO
Irvine, CA
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $70,000.00 - $120,000, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Auto-ApplyRegional Underwriting Manager - Commercial
Audit manager job in Spokane, WA
Why CIG?
At Capital Insurance Group we offer our employees more than just a job. We foster career growth, provide opportunities to give back to our communities, and help you take the next step in your career!
CIG was founded in 1898 by a group of earnest farmers in need of protection and today, we are the leading West Coast Property & Casualty insurer. CIG is certified as a Great Place to Work and provides a collaborative, inclusive, and fun work culture for all employees.
Why choose CIG s Underwriting Team?
This is your perfect opportunity to join a company that is building momentum with our independent agents and protecting the dreams and assets of our policyholders. Join the CIG Underwriting team in helping build a safer world where dreams soar!
Benefits
Accrue twenty-one days of Paid Time Off during your first year
Up to eighty-seven percent of benefits covered by CIG for you and your family members
Medical, dental, vision plans
One hundred percent covered plans
Basic Life & AD&D
Employee Assistance
Leave Management
Long Term Disability
Short Term Disability (Outside of CA)
Family Caregiver Support (Homethrive)
Child Care Resources (Tootris)
Business Travel Accident Protection
Voluntary benefit offerings
Short-term (CA only)
Voluntary Life AD&D self, spouse and child plans
Flexible Spending
Health Savings (HSA)
Hospital Indemnity
Accidental Injury
Critical Illness
ARAG Legal Services
Norton LifeLock
Nine paid holidays, plus two floating holidays
Above and Beyond Reward Recognition Program
Kudos & Shout Out Points Program
Quarterly Above and Beyond Bonus Program
Annual Above and Beyond Bonus Program
Competitive compensation
Base compensation
Salary Management Spot Bonuses
Annual Incentive/Profit sharing program, potential payout annually based on company results.
Discount partnerships
Gym memberships, credit union, travel, shopping, restaurants, theme parks, and more
Insurance Educational reimbursement and bonus programs
Employee Referral Bonus Program
Home and Auto Insurance Discount Program.
Paid Volunteer Time Through company planned community events and choose your own adventure PVT in giving back in ways that are meaningful to you!
Retirement savings benefit (401k and Roth + match)
Health & Financial Wellness
Wellness platform, tools and events
Health Savings Account match
Financial Wellness Resources
Work Environment & Format
The Regional Underwriting Manager role is a hybrid position- working out of our Spokane, WA office (Mon-Wed).
Job Overview
This position represents the highest level of technical underwriting competency in the region and is responsible for leading and directing the regional underwriting team(s) in a virtual and office setting working environment. Underwriting authority is delegated by the Regional Field Executive and mutually agreed to by the AVP- Commercial & Ag Underwriting. The Regional Underwriting Manager works closely with the AVP and is responsible for compliance, underwriting integrity, service standards, and production. The position provides review, mentoring and technical assistance and training to regional commercial lines underwriters in the interpretation of underwriting policies and procedures. The Regional Underwriting Manager may review and underwrite the most complex technical risks and grants underwriting authority to all underwriters in the region. This position assists in the development of the regional business strategy, develops metrics, and determines what products and services best support the regional territory.
Requirements
Comprehensive knowledge of DOI regulations and pending legislative issues.
Commercial underwriting procedures, regulations, products, and rating plans (ISO or similar).
Effective management skills to motivate train and develop subordinate staff.
Underwriting and marketing philosophy and procedure.
Correct English usage, including spelling, grammar, punctuation, and vocabulary.
Mathematics and the application of formulas.
Knowledge of social, economic, and competitive aspects of underwriting territories.
National and local business conditions and trends.
Effectively negotiate with and influence others with ability to exchange ideas and information through oral and written presentation
Effectively interact with others in order to accomplish work responsibilities and objectives
Foster a constructive team and collaborative work environment
Analyze problems and develop effective, rational solutions
Correlate risk factors to underwriting standards to determine acceptance of risk
Commit to ongoing professional development to acquire technical knowledge
Consistently deliver results and meet business critical deadlines
College degree or equivalent experience. Ten plus years of progressively challenging insurance carrier experience in commercial/agriculture lines underwriting property, general liability, and auto products. Knowledge and risk selection experience involving high value or complex exposures. Proven experience and leadership skills including three to five years of management and supervision. Ability to develop talent, mentor subordinates and manage performance. CPCU certification is preferred.
Salary Range: $95,825 - $158,111
The salary range listed here has been provided to comply with local regulations and represents a potential base salary range for this role. Please note that actual salaries may vary within the range above or below, depending on experience and location. We look at compensation for each individual and base our offer on your unique qualifications, experience, and expected contributions. This position may also be eligible for other types of compensation in addition to base salary, such as benefits and bonus programs.
Community Asset Manager - North Idaho
Audit manager job in Coeur dAlene, ID
Job Description
Community Asset Manager - Idaho Multifamily Portfolio, Prodigy Property Management
We are a dynamic and growing property management firm seeking a Community Asset Manager to lead the operations of one of our multifamily residential communities in Idaho. This is a full-time, onsite position ideal for someone with a strong background in property management, real estate operations, leasing, or compliance who is ready to take full ownership of community success.
As the Community Asset Manager, you will be responsible for ensuring the property runs efficiently, remains fully occupied, and delivers a high-quality living experience for residents. This includes overseeing leasing performance, building maintenance, resident relations, and budgeting. The role requires someone who is proactive, solutions-oriented, and able to manage both the day-to-day details and the broader strategic goals of the property.
While direct experience in multifamily property management is highly preferred, we welcome candidates from related industries such as real estate sales, legal compliance, and hospitality management who bring transferable skills and a strong commitment to operational excellence.
You will be expected to have a solid understanding of fair housing laws, landlord-tenant regulations, building safety codes, and lease administration. Comfort with financial reporting and the ability to meet or exceed occupancy and revenue targets are essential.
Proficiency or knowledge in the following platforms is strongly preferred:
Knock CRM
ResMan
On-Site
Meta Business Suite (for digital marketing and resident engagement)
Microsoft Office Suite (Word, Excel, Outlook)
Google Business
This position offers a great opportunity for someone who enjoys building strong resident communities, leading teams, and working in a supportive, performance-driven culture.
We offer a competitive compensation structure and a full benefits package for eligible employees, including:
Medical, dental, and vision insurance
Company-paid and voluntary life insurance
Short- and long-term disability coverage
Flexible spending accounts (FSA)
401(k) retirement plan
Paid time off and recognized holidays
Performance-based bonuses and incentives
If you are a confident and motivated professional looking to grow with a respected property management company, we invite you to apply. Join us in managing communities where people feel at home and where your contributions make a lasting impact.
Tax Manager
Audit manager job in Spokane, WA
The Core Tax Services Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Core Tax Services Manager is charged with applying knowledge to understand potential tax issues, and recognizing and communicating potential risks and potential changes in the tax policy. In addition, the Core Tax Services Manager will be involved in the marketing, networking and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients.
Qualifications Education:
- Bachelors degree in Accounting or other relevant field required
- Masters degree in Accounting beneficial, masters degree in taxation preferred
Experience:
- Five (5) to eight (8) years of prior experience
- Experience with corporate taxation, consolidations, and partnerships preferred
- Prior supervisory experience required
License/Certifications:
- CPA certification preferred
- Possession of other professional degrees or certifications applicable to role beneficial
Software:
- Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat
- Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers
Other Knowledge, Skills Abilities:
- Superior verbal and written communication skills
- Ability to effectively delegate work as needed
- Strong analytical, research and critical thinking skills as well as decision-making skills
- Capacity to work well in a team environment
- Capable of developing and managing a team of tax professionals
- Ability to compose written tax advice
- Capable of effectively developing and maintaining client relationships
- Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
Additional Information
All your information will be kept confidential according to EEO guidelines.
Direct Staffing Inc
Sales Tax Manager - Consulting
Audit manager job in Spokane, WA
Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work (************************************************** , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment focused on enabling your career growth and continuous professional development. Our State and Local Tax (*************************************************************************************************************************************************** team is looking for a **Sales Tax Manager** with a background in Sales & Use Tax Compliance and Reporting. The **Sales Tax Manager** will have the opportunity to work onsite/hybrid from our Atlanta or Alpharetta offices.
**As a Sales Tax Compliance Manager, you will:**
Interact with partners, senior managers, staff, and clients to provide compliance expertise; contributing to practice development and business development activities; and supervising and developing staff on a firm-wide basis. Specifically, the primary responsibilities of the Sales Tax Manager are focused in the following areas:
+ Client Service
+ Project/Task Management
+ Implementation of SALT initiatives
+ Communication of SALT developments
+ Staff Supervision, Development and Training
+ Personal and Professional Development
**Specific Duties include:**
Project/Task Management
+ Oversee a wide variety of sales tax projects as the lead Manager
+ Accept responsibility for, and complete tasks assigned by firm's Senior Managers/Directors.
+ Make effective use of firm resources to complete projects.
+ Manage multiple client projects at any given time.
+ Alert SALT Partner in a timely fashion of any issues, constraints, challenges, and/or scheduling conflicts that may arise in completing assigned tasks.
+ Develop a professional relationship with the firm partners/managers. Gain the respect and confidence of the partners/directors by consistently demonstrating excellent customer service, quality work products, and professional integrity.
+ Manage expectations of clients and partners. Ensure that the clients/partners are fully informed of engagement progress and logistics.
+ Prepare and organize engagement work papers and files.
Implementation of SALT Initiatives
+ Assist firm SALT Leadership Team in identifying efficiency based SALT initiatives to implement throughout the practice.
+ Work with partners/managers throughout the firm in identifying clients that may benefit from Sales Tax - services
+ Assist with the development and implementation of external marketing programs.
+ Discuss sales tax services with incoming prospects as well as clients in need of sales tax services.
+ Provide technical support and/or project management for projects arising from SALT initiatives.
Communication of SALT Developments
+ Keep abreast of significant current developments and new legislation within multi-state taxation.
+ Analyze and provide written summaries of significant developments to be used for Cherry Bekaert newsletters and website postings.
+ Identify developments having a potentially significant impact on client base, and follow up with internal and/or external communications as deemed appropriate.
Personal and Professional Development
+ Earn confidence, trust and respect from clients and colleagues.
+ Continue developing Sales Tax knowledge and expertise.
+ Develop a thorough understanding of all tax, audit, and consulting services provided by the firm. Link this understanding to potential client needs.
+ Demonstrate initiative, vision, resourcefulness, creativity, and independent thinking.
+ Demonstrate sound business judgment.
+ Develop an ability to motivate and train both self and staff.
+ Identify and pursue outside business contacts through social, charitable, and business organizations. Become an active participant in these networking channels.
+ Pursue professional development through public speaking, seminar delivery, and through the writing of articles.
+ Actively participate in Cherry Bekaert internal development and external programs, as appropriate, including staff training courses.
**What you bring to the role:**
+ Education/Certifications: Bachelor's business degree; CPA or CMI is a plus.
+ Minimum of 5 years of progressive State and Local Tax of compliance experience in a Big 4, large regional public accounting firm, or industry with multi-state responsibility.
+ Experience with Vertex, Avalara ARA, and MRA
+ Proven competence with MS Office, particularly Excel. Experience with Alteryx is a plus.
+ Solid organizational skills with a demonstrated ability to multi-task.
**What you can expect from us:**
+ Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
+ The opportunity to innovate and do work that motivates and engages you
+ A collaborative environment focused on enabling you to further your career growth and continuous professional development
+ Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
+ Flexibility to do impactful work and the time to enjoy your life outside of work
+ Opportunities to connect and learn from professionals from different backgrounds and with different cultures
**Benefits Information:**
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
**Pay Range:**
$103,900 to $161,600
**About Cherry Bekaert**
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit *******************************
Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook.
© 2025 Cherry Bekaert. All Rights Reserved.
Tax Senior Manager, Core Tax Services - Corporate Focus
Audit manager job in Spokane, WA
The Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Core Tax Services Senior Manager is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the Core Tax Services Senior Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
Job Duties:
Tax Compliance
Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”).
Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
Plans for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate
Research
Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.
Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process
Trains managers / staff on research skills and helps to appropriately frame tax issues for analysis
Involves firm specialists, as appropriate
ASC 740-10 (FAS 109 and FIN 48) Tax Accruals
Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48.
Applies, correctly and proactively, ASC 740-10, and Firm policies, standards, and BDO TQM regarding them
Helps others to learn and apply ASC 740-10 and Firm policies, standards, and BDO TQM regarding them
Reviews tax provisions -applies in-depth knowledge of ASC 740-10 if applicable to practice work
Reviews prepared workpapers
Explains and discusses with the client components of the income tax provision and uncertain tax positions as well as other complexities surrounding ASC 740-10
Tax Consulting
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes.
Applies the combination of tax knowledge and knowledge of business/industry to recommend solutions
Maximizes client benefits, especially by decreasing client taxes, while managing risk
Confers with STS specialists to determine applicability of STS consulting specialties to each client. Involves STS when appropriate
Monitors implementation of work plans (client service plan) if applicable for tax consulting projects to ensure they are efficiently and effectively conducted
Manages written or phone inquiries from federal and state agencies with little or no assistance
Provides effective assistance with protests at the appeals level
Implements applicable Firm strategies
Manages client expectations
Tax Specialization
Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
May be required to organize and conduct, or participate in conducting, effective external CPE training sessions in area of specialization, involving Firm specialists, at a minimum of once per year
May train and mentor managers/seniors/associates on specialization areas
Strategy Development
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.
Researches and implements tax strategies, including experimentation with promising new strategies and ideas
Consistently makes suggestions as to how previous work products or approaches can be improved
May lead marketing campaigns, if applicable to role
Presents complex strategies to clients and prospective clients
Other duties as required
Supervisory Responsibilities:
Supervises associates and senior associates on all projects
Reviews work prepared by associates and senior associates and provide review comments
Trains Associates and Seniors how to use all current software tools
Acts as a Career Advisor to associates and senior associates
Schedules and manages workload of associates and senior associates
Provides verbal and written performance feedback to associates and senior associates
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelors degree required; major in Accounting, Finance, Economics or Statistics preferred
Master's in Accountancy or Taxation preferred
Experience:
Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience required
Industry expertise in one or more tax specialty preferred
Prior supervisory experience required
License/Certifications:
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations) required
Possession of other professional degrees or certifications applicable to role preferred
Software:
Proficient with the Microsoft Office Suite preferred
Experience with tax research databases and tax compliance process software preferred
Language:
N/A
Other Knowledge, Skills & Abilities:
Superior verbal and written communication skills
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills as well as decision-making skills
Capacity to work well in a team environment
Capable of developing and managing a team of tax professionals
Ability to compose written tax advice
Capable of effectively developing and maintaining client relationships
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
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: $146,000 - $200,000
Colorado Range: $165,000 - $180,000
Illinois Range: $140,000 - $190,000
Maryland Range: $150,000 - $180,000
Massachusetts Range: $150,000 - $206,000
Minnesota Range: $130,000 - $190,000
New Jersey Range: $155,000 - $200,000
NYC/Long Island/Westchester Range: $190,000 - $225,000
Washington Range: $158,400 - $215,400
Washington DC Range: $162,000 - $190,000
Auto-ApplyMergers & Acquisitions (M&A) Tax Manager
Audit manager job in Spokane, WA
Mergers & Acquisitions (M&A) Tax Manager (Job Number: 28369) Employee Status: Regular Schedule: Full Time Primary Location: Orange County, CA Other Locations: Pasadena, CA, New York, NY, Woodland Hills, CA, Spokane, WA, San Diego, CA, Denver, CO, Walnut Creek, CA, El Segundo, CA, Tacoma, WA, San Francisco, CA, Dallas, TX, Phoenix, AZ, Seattle, WA, Silicon Valley, CA, Portland, OR, Houston, TX Description At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges.
Introduction to the team
Our Mergers and Acquisitions practice works with owners and investors to help them ease their tax burden and quantify tax exposures in a wide range of transactions, including buy-side and sell-side, restructuring, taxable and tax-free transactions. We provide our clients with tax due diligence, tax structuring, quantitative tax modeling services, transaction agreement review and consultation and tax technical support.
Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity and Results Focus.
Responsibilities:
Develop and serve as a firm technical resource for the U.S. federal income tax aspects of due diligence and mergers and acquisitions
Solve complex tax, accounting and business issues, with a focus on developing tax structures and providing tax due diligence services for buy-side and sell-side transactions
Analyze target-company tax information to understand historical trends, quantify historic and future tax exposures, identify planning opportunities and participating in interviews with tax and accounting service providers and management
Prepare efficient tax structures for mergers and other corporate reorganizations
Tax impact modeling to quantify attribute availability, basis step-up, and structural impact on client and target tax profile
Leverage technical knowledge and experience to provide effective project management and practice development, delivering timely and responsive services and products that meet or exceed client expectations
Assist with proposals and business development, including development of marketing materials
Write and co-author technical articles for publication
Develop and participate in public speaking opportunities at tax conferences and events
Occasional domestic travel to visit clients and attend firm events
Qualifications:
Bachelor's in accounting or equivalent required; Master's degree in Taxation or JD with LLM in taxation preferred
CPA required. If not CPA, must meet educational requirements to obtain license upon hire in state of employment
Minimum 4 years of tax experience preferably with a public accounting firm or law firm
Experience must include significant tax due diligence and merger and acquisitions tax consulting
Significant experience working with private equity and strategic buyers and sellers
Possess the ability to analyze complex business and transactional situations
Experience supervising and training staff
Strong project management and organizational skills
Excellent interpersonal, verbal and written communication skills
Ability to work effectively both as part of a team and independently
Ability to handle multiple priorities, tasks and simultaneous projects
Here, you'll be challenged and rewarded for leadership, technical excellence, and inspired perspectives. That's why we offer opportunities to build your skills and explore your career in a supportive environment. At Moss Adams, where you take your career is up to you.
Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *********************.
Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. Compensation Range: Washington State - $130,000 - 195,000
California State - $130,000 - 215,000
Colorado State - $130,000 - 195,000
New York State - $130,000 - 215,000
Auto-ApplyManager, Actuarial Services
Audit manager job in Spokane, WA
CCG Talent Management is not only a business solutions company but a company that believes success starts with the individual. CCG Business Solutions has been consulting and providing talent placement services since 2007. Our team understands the principles of connecting purpose to business. We are currently recruiting for a Manager, Actuarial Services.
Job Description
The Manager, Actuarial Services is primarily responsible for developing and providing recommendations on avoiding financial risk to the organization, leading the completion of actuarial documentation, developing and designing product line evaluations and new or advanced actuarial models, and assessing, analyzing, and interpreting financial risk and opportunity for presentation to mid-level stakeholders.
Responsibilities
Pursues professional growth and provides developmental opportunities for others by soliciting and acting on performance feedback; building collaborative, cross-functional relationships; training and developing talent for growth opportunities; delegating tasks and decisions; fostering open dialogue amongst team members; executing performance management guidelines and expectations; and working closely with employees to set goals and provide open feedback and coaching to drive performance improvement.
Manages designated work unit by translating business plans into tactical action items; ensuring all policies and procedures are followed; delegating tasks to meet goals and objectives; overseeing the completion of work assignments; aligning team efforts; building accountability for and measuring progress in achieving results; identifying and addressing improvement opportunities; removing obstacles that impact performance; and guiding performance and developing contingency plans accordingly.
Completes actuarial documentation by reviewing and coordinating the actuarial portion of financial reports and tax returns, and responses to insurance regulations; recommending report needs; and presenting results internally to mid-level leadership.
Develops and designs product line evaluations by interpreting and communicating findings of analysis of product line financials, pricing, reserve, valuation, and cash flow analysis; interpreting product line performance, risk, and assumptions used in product development; and coaches and develops staff while ensuring business needs or requirements are met.
Designs and develops actuarial research by designing complex methods to advance standards, assumptions, and the legal and regulatory environment; and ensuring staff completes activities.
Assesses, analyzes, and interprets financial risks and opportunities by using non-traditional actuarial methods and actuarial judgment when conducting actuarial analyses; and coaches and develops staff while ensuring business needs or requirements are met.
Leads collaboration with business partners by translating complex actuarial constructs into actionable recommendations; and developing and formulating accurate actuarial and financial advice in compliance with the Actuarial Standards of Practice; and coaches and develops staff while ensuring business needs or requirements are met.
Creates framework and assumptions for new, existing, and non-traditional actuarial models to meet business needs; and coaches and develops staff while ensuring business needs or requirements are met.
Qualifications
Associate of the Casualty Actuarial Society Certificate OR Associate of the Society of Actuaries Certificate
Bachelors degree in mathematics or related field AND Minimum seven (7) years actuarial experience. Additional equivalent work experience in a directly related field may be substituted for the degree requirement.
Additional Information
Salary Range - $138,000 -$162,000
12% Annual Bonus
All your information will be kept confidential according to EEO guidelines.
Manager, Coverage and Forms - Personal Insurance
Audit manager job in Spokane, WA
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Job Category
Product
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$96,400.00 - $159,100.00
Target Openings
1
What Is the Opportunity?
The Coverage and Forms team plays a critical role in the strategy, development, maintenance, and compliance of insurance products that are offered to customers and agents. As a Manager, Coverage & Forms, you will lead the development of policy and/or non-policy forms strategies and initiatives. This includes the design, development, analysis and maintenance of coverage forms and contracts, coverage rules and customer notifications. In this role you will represent the team from a product and leadership perspective. This position may manage others.
What Will You Do?
* Develop product and coverage strategies and product development initiatives in conjunction with product teams ensuring alignment with financial objectives. Regularly create and conduct formal presentations for leadership.
* Create, develop, and revise policy or non-policy forms, coverages, rules, and contracts. Drafts contract and form wording. Create filing documentation and responses for Departments of Insurance.
* Validate and confirm form changes meet state regulation and statutes using compliance tools and other resources.
* Present and seek input from key stakeholders to gain agreement and approvals of forms.
* Conduct competitor coverage analysis and make recommendations for coverage and form strategies. Create side-by-side coverage comparisons for filing documentation and other purposes.
* Conduct impact analysis, share with other Product teams, executes changes and consult on development and use of forms in accordance with countrywide initiatives and/or comply with state laws and regulations.
* Adhere to policy and non-policy form workflow processes and controls, including team members. Make recommendations for policy and non-policy form workflow and process improvements.
* Perform form responsibilities with advanced understanding of the quote, issuance, and publishing systems to facilitate the development of policy and non-policy forms. Assist with system implementation of form changes including communication, documentation, and validation of form implementation.
* Develop communication, documentation, training, and marketing materials to communicate coverage and forms information to internal and external customers and conduct training presentations when needed.
* May direct others as part of a cross functional team or project team and may represent Travelers on industry committees.
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* Five years of insurance forms/product development, claims, or legal experience.
* Advanced knowledge and understanding of insurance products, systems, contracts, forms, coverage, compliance, regulatory environment, and insurance financials.
* Excellent communication skills with the ability to consult on projects and present information effectively.
* Ability to manage multiple priorities simultaneously and follow through to ensure timely completion.
What is a Must Have?
* Bachelor's Degree or equivalent combination of education and experience.
* Three years of relevant experience with understanding and knowledge of products, underwriting, coverage, rules, compliance/regulatory environment, and insurance financials.
What Is in It for You?
* Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
* Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
* Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
* Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
* Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit *********************************************************
Business Relationship Manager Senior - Acquisition- Vice President
Audit manager job in Spokane, WA
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience
Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards
Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently
Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
Balance needs of clients with associated risks and interests of the firm
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Preferred qualifications, capabilities, and skills
Bachelor's degree in Finance or related field, or equivalent work experience
Minimum of 3 years' managing clients >$10+MM revenue
In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
Auto-ApplySenior Branch Manager
Audit manager job in Spokane, WA
Job Posting: Since 1953, Ferguson has been a source of quality supplies for a variety of industries. Together We Build Better infrastructure, better homes and better businesses. We exist to make our customers' complex projects simple, successful, and sustainable. We proactively solve problems, adapt and grow to continuously serve our customers, communities and each other. Ferguson, a Fortune 500 company, is proud to provide best-in-class products, service and capabilities across the following industries: Commercial/Mechanical, Facilities Supply, Fire and Fabrication, HVAC, Industrial, Residential Trade, Residential Building and Remodel, Waterworks and Residential Digital Commerce. Ferguson has approximately 36,000 associates across 1,700 locations. Ferguson is a community of proud associates who operate with the shared purpose of building something meaningful. You will build a career that you are proud of, at a company you can believe in.
Ferguson is currently seeking the right individual to fill an immediate need for a Senior Branch Manager in our Spokane, WA location. This location sells Plumbing, HVAC, and Industrial products.
Role Overview
As the Senior Branch Manager, you'll be responsible for leading a team to become the "Best Local Supply House" by aligning sales strategy with customer experience and fostering strong local relationships. You will ensure sales goals are met, drive customer satisfaction, develop associates, and maintain a safe, efficient work environment. Through effective leadership, you will cultivate a positive culture and steer the branch toward growth and market leadership.
Position Details
* Reports to the General Manager
* Direct oversight of 10 to 12 associates
* Market Opportunity of $20-35M
Responsibilities
* Manages relationships and partnerships with key vendors and suppliers to ensure coordination and outstanding service levels
* Assigns, monitors, and sets objectives for key accounts and sales representatives
* Accompanies sales representatives on existing accounts and potential customer calls
* Provides leadership and input for pricing proposals and strategic plans for large customer accounts
* Supervises sales trends, market dynamics, product performance results, and customer preferences
* Collaborate with sales teams to understand customer requirements, to promote the sale of company products and services, and to provide sales support
* Review operational records and reports to project sales and profitability
* Submit short and long-term sales plans and prepare sales strategies using available marketing programs to reach designated targets
* Participate in leadership meetings and represent associate concerns, policies, and guidelines to the management team
Qualifications
* 4+ years of sales experience coupled with 2 years of management experience is required
* Prior knowledge of Plumbing, HVAC, and/or Industrial business products and/or programs
* Familiarity with markets and business units within assigned geography is a plus
* Desire to be a hard-working leader, mentor, and motivator of individuals and teams
* Ability to analyze data, develop budgets, implement plans, and deliver effective presentations
* Experience defining customer needs and providing solutions
* Constructive and empathetic communication skills, both verbal and written, are a must
* Proficient Excel and PDF skills
* Occasional overnights
At Ferguson, we care for each other. We value our well-being just as much as our hard work. We are committed to a holistic approach towards benefits plans and programs that support the mental, physical and financial well-being of our associates. Our competitive offering not only includes benefits like health, dental, vision, paid time off, life insurance and a 401(k) with a company match, but our associates also enjoy additional meaningful and inclusive enhancements that are adaptable to their diverse situations and needs, including mental health coverage, gender affirming and family building benefits, paid parental leave, associate discounts, community involvement opportunities and more!
* Pay Range:
* $7,750.00 - $12,408.34
* Estimated Ranges displayed are Monthly for Salaried roles OR Hourly for all other roles.
* This role is Bonus or Incentive Plan eligible.
* Ferguson complies with all wage regulations. The starting wage may be higher in certain locations based on local or state wage requirements.
* The Company is an equal opportunity employer as well as a government contractor that shall abide by the requirements of 41 CFR 60-300.5(a), which prohibits discrimination against qualified protected Veterans and the requirements of 41 CFR 60-741.5(A), which prohibits discrimination against qualified individuals on the basis of disability.
Ferguson Enterprises, LLC. is an equal employment employer F/M/Disability/Vet/Sexual Orientation/Gender Identity.
Equal Employment Opportunity and Reasonable Accommodation Information
Auto-ApplyFinance Manager
Audit manager job in Spokane, WA
Must have:
1. Bachelors in Accounting or Business with focus in accounting
2. Minimum of 6years experience in accounting
3. Hands on experience in the use of QuickBooks
4. 3year experience in journal entries, posting into ledgers, supervision of preparation of bank reconciliation
5. Must have 3-5year experience in preparation of financial reports and month close procedures
6. Use of Microsoft Office tools.
Nice to have:
1. Experience the preparation of annual budget, planning and forecast.
2. Fixed assets management
3. Cash and working capital management
4. Ability to interpret financial data and make presentation to management
Branch Manager
Audit manager job in Spokane Valley, WA
Triad Machinery is currently seeking a qualified candidate to join our team as Branch Manager at our Spokane Valley, WA facility. An ideal candidate will value teamwork, customer success, and leaving a positive impact on the community. About Triad Machinery For more than 30 years, Triad Machinery has been a Pacific Northwest leader in forestry, cranes, and construction equipment. From sales to service, parts to administration, our team members are the lifeblood of the Triad Machinery family. We offer competitive pay and extensive benefits for our employees, as well as an engaging, team-focused work experience. Objective
To lead and oversee all branch sales, service, parts and operations in support of overall branch goals of profitability, fiscal responsibility and exceptional customer service, while maintaining the company values of integrity and commitment to our branch employees. This position is a key member of Triad Machinery's management team, and as such may be called upon to lead various future growth initiatives that the company may undertake. Requirements Include
Evidence of progressive professional growth within one or more organizations, specifically in a supervisory or management capacity
5-10 years' experience in the Forestry Industry (including attachments) and/or the Excavator Industry (including grade control); Related industry experience may be considered
Degree beyond HS required; bachelor's degree preferred
Able to reliably commute to the Triad Machinery branch in Spokane Valley, WA.
Overall Responsibilities
Maintain operations with a personal approach; Make decisions, recognize when decisions must be addressed in a broader group, spearhead employee development, facilitate and assist team members when necessary
Manage Branch Profit and Loss, including annual Budgeting and Capital purchases
Communicate frequently with fellow Branch Managers, Crane Manager and other staff members
Participate in and at times assist with the support of various heavy equipment industry events, causes, and organizations, both locally and regionally
TRIAD MACHINERY offers a generous benefit package. Full-time employees (and their families) can elect to take our medical, dental and vision insurance at a cost. Triad's 401k plan with matching, discretionary profit sharing, life insurance, vacation and sick leave, and 8 paid holidays are available to those that qualify. Wages for this position are $95,000 to $125,000 annually.
Branch Manager
Audit manager job in Spokane, WA
Branch Manager
As a part of Consolidated Supply Co., a leading Pacific Northwest plumbing, hydronic heating, and water works wholesale distributor, our Branch Managers use their sales leadership, management excellence, and operational expertise to create an exceptional customer experience and grow the business with our valued customers. Family owned and operated since 1928, we are located throughout OR, WA and ID. We value serving both our internal and external customers.
Job Description
As a Branch Manager (BM), you will oversee the entire branch and have the ultimate responsibility for the branch's performance - both sales and operations. An effective BM is out working in the branch, interacting with employees and customers every day. The BM leads by example, coaches to the right behaviors, and holds their team accountable to do what's right for the customer.
Qualifications
Entrepreneurial business management orientation, sales planning, strong team-building skills.
Demonstrated effectiveness in managing sales and warehouse operations.
Strong probing, communication, analytical, problem solving and decision making skills to effectively uncover and resolve complex customer and employee issues.
Demonstrated leadership proficiency in sales, service and operations.
Strong financial management, including profit and loss management, customer and revenue growth, and loss prevention.
Job experience with extensive customer contact, including building & maintaining customer relationships.
Proven track record of developing and coaching high performance sales and operations teams.
Advanced proficiency with Windows and can navigate software, including Excel and Word (required).
Post-high school degree strongly preferred, a BS or BA and/or 3-5 years' experience in operations, or sales management in a plumbing or water works wholesale distribution environment is required.
Ability to work all branch hours, including some evenings, Saturday and Sundays as needed.
Consolidated Supply Co. offers:
Competitive Pay
401k Profit Sharing w/ Employer Contribution
Medical, Dental, Vision, and Life Insurance
Voluntary Long-Term Disability, Accident and Critical Illness Insurance
Paid Holidays and Vacation
Employee Recognition Programs
Career Advancement Opportunities
#zr
Assistant Account Manager (NW)
Audit manager job in Spokane, WA
Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. This position includes independent responsibility for servicing and retention of assigned customers/policies. ESSENTIAL DUTIES AND RESPONSIBILITIES
Packages and markets applications to various carriers to obtain quotes;
Negotiates prices, commissions, and/or coverages with carriers;
Reviews policies, identifies deficiencies and determines appropriate level of coverage;
Manages renewal process for expiring policies;
Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts;
May participate in client meetings to review coverage;
Gathers information for applications;
Prepares presentations and proposals for clients;
Researches requests for information from underwriters;
Composes correspondence to insured and/or underwriters;
Discusses and assists in setting renewal and/or new business marketing strategy with producer or supervisor;
Prepares draft certificate templates for review and approval;
Analyzes certificate requests and ensures clients needs are met;
Inputs applications and creates letters, and other forms of correspondence;
Binds insurance coverage and prepares insurance binders;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Other duties as assigned.
QUALIFICATIONS Associate's Degree or equivalent combination of education and experience
Four (4) or more years related work experience
Encouraged to complete Career Path requirements as communicated by supervisor
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
SKILLS
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Good problem solving and time management skills
Intermediate typing skills (30-35 wpm)
Ability to work within a team and to foster teamwork
Proficient in Microsoft Office Suite
#LI-JP1
Branch Manager
Audit manager job in Otis Orchards-East Farms, WA
We are seeking an experienced Branch Manager to lead sales, service, parts, and operations at our Spokane Valley location. This role is ideal for someone with a strong background in forestry and heavy equipment who values teamwork, customer success, and community impact.
Key Responsibilities
Oversee all branch operations, including sales, service, and parts.
Manage branch P&L, budgeting, and capital purchases.
Lead, mentor, and develop team members while fostering a positive culture.
Collaborate with other branch managers and company leadership.
Represent the branch at industry events and community initiatives.
Requirements
5+ years of expert-level experience with forestry equipment (including attachments); experience with excavators and grade control also highly valued.
Proven leadership experience in a supervisory or management role.
Degree required; bachelor's degree preferred.
Strong decision-making, communication, and customer service skills.
Ability to reliably commute to Spokane Valley, WA.
Benefits
Medical, dental, and vision insurance.
401(k) with match and profit sharing.
Life insurance, vacation, sick leave, and paid holidays.
Competitive compensation package.
Branch Manager
Audit manager job in Otis Orchards-East Farms, WA
Job Description
We are seeking an experienced Branch Manager to lead sales, service, parts, and operations at our Spokane Valley location. This role is ideal for someone with a strong background in forestry and heavy equipment who values teamwork, customer success, and community impact.
Key Responsibilities
Oversee all branch operations, including sales, service, and parts.
Manage branch P&L, budgeting, and capital purchases.
Lead, mentor, and develop team members while fostering a positive culture.
Collaborate with other branch managers and company leadership.
Represent the branch at industry events and community initiatives.
Requirements
5+ years of expert-level experience with forestry equipment (including attachments); experience with excavators and grade control also highly valued.
Proven leadership experience in a supervisory or management role.
Degree required; bachelor's degree preferred.
Strong decision-making, communication, and customer service skills.
Ability to reliably commute to Spokane Valley, WA.
Benefits
Medical, dental, and vision insurance.
401(k) with match and profit sharing.
Life insurance, vacation, sick leave, and paid holidays.
Competitive compensation package.
Risk Manager
Audit manager job in Chewelah, WA
Job Details Management NEW Health Administration - Chewelah, WA Full Time $32.69 - $41.01 Hourly DayDescription
Committed to bringing healthcare into communities and communities into healthcare since 1978, NEW Health is rural northeast Washington's leading non-profit primary care provider. We treat all patients with the respect they deserve while providing high-quality, integrated medical, dental, behavioral health, and pharmacy services.
NEW Health has been named one of the best places to work in the Inland Northwest! We set the standard to advance employees within our organization and hold ourselves accountable by tracking employee advancement as one of our key performance indicators. Our workforce development program, NEW Health University, is nationally recognized for developing local career pathway training. We provide all of our staff with paid, on-the-job training to ensure you are confident and successful in your position.
Benefits with You and Your Family in Mind
Up to four weeks of paid time off your first year plus nine paid holidays
Free Life Flight membership for your family
No-cost medical, dental, and vision insurance for employee
Health Savings Account and Flexible Spending Account options
401(k) plan with matching contribution
Continuing education, license, and tuition reimbursement opportunities
The above list is not inclusive of all full-time employee benefits and is dependent upon eligibility criteria.
Purpose of Job:
The Risk Manager is responsible for developing, implementing, and maintaining a comprehensive risk management program at NEW Health in accordance with Health Resources and Services Administration (HRSA) and Federal Tort Claims Act (FTCA) requirements. This role ensures the health center meets all compliance standards, mitigates risk, and fosters a culture of safety and continuous quality improvement.
Essential Duties and Responsibilities:
Develop, implement, and annually update the Risk Management Plan in accordance with FTCA deeming requirements and HRSA guidelines.
Maintain documentation of Board review and approval of the Risk Management Plan and Annual Risk Report.
Ensure timely and accurate submission of FTCA deeming applications and supporting documentation.
Monitor FTCA coverage scope and ensure all eligible providers are appropriately credentialed and privileged.
Manage FTCA claims processes, including incident reporting, investigation, documentation, and coordination with legal counsel and HRSA as needed.
Conduct quarterly risk assessments and maintain a comprehensive risk tracking log.
Analyze adverse events, near misses, and patient safety trends; develop and implement corrective and preventive action plans.
Oversee the incident reporting system and ensure a timely investigation, resolution with staff collaboration, and documentation of incidents.
Collaborate with clinical, operational, and administrative leaders to identify high-risk areas and implement risk mitigation strategies.
Coordinate with Workforce Trainers to deliver targeted training for high-risk areas and new staff onboarding; ensure training completion is tracked and documented.
Monitor compliance with HRSA Health Center Program Requirements, including participation in Operational Site Visit (OSV) preparation and response.
Serve as the liaison with HRSA and FTCA representatives, including responding to inquiries and participating in audits or reviews.
Participate in Quality Improvement/Assurance (QI/QA) activities and committees to align risk management with organizational goals.
Maintain confidentiality and ensure compliance with HIPAA, OSHA, and other applicable federal and state regulations.
Participate in annual approved risk management training.
Prepare presentations and occasionally present for regular risk management reports and updates to the leadership team.
Perform other duties as assigned.
Travel may be required.
Qualifications
Education/Experience: Thorough understanding of policies and best practices of risk management, healthcare compliance, and privacy experience preferred. Bachelor's degree in risk management, Healthcare Administration, or related field preferred. Minimum of 3 years of experience in healthcare risk management, preferably in an FQHC or community health setting. Experience with FTCA deeming applications and HRSA Health Center Program compliance strongly preferred.
Skills: Excellent oral and written communication skills. Ability to write clear, concise reports, business correspondence, and procedures. Ability to collaborate and work effectively within a team structure. Excellent organization and follow-up skills required. The ability to maintain a high level of confidentiality is required.
Physical Demands:
Required to stand, sit and be mobile 1/3rd to 2/3rds of the time. Required to use hands to finger, handle or feel over 2/3rds of the time, while reaching with hands and arms occurs 1/3rd of the day. Climbing or balancing, stooping, kneeling or crouching occurs less than 1/3rd of the time. Communicating occurs constantly throughout the day. Lifting occurs about half the time up to 10 lbs and less than 1/3rd of the day from 25-40 lbs. Rarely is there a need to lift more than 41 lbs.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.