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  • Director, Financial Reporting and Accounting

    Midland States Bank 4.0company rating

    OFallon, MO job

    Director, Financial Reporting and Accounting Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $125,000-$190,000/annually Position Summary This position is a key member of the accounting team and the finance group as a whole. The Director - Financial Reporting & Accounting provides oversight and management of internal and external reporting, analyzes and implements new accounting policies and standards as required, monitors and updates existing accounting policies as the Company's business changes, and oversees accounting operations functions. Primary Accountabilities People Manages a team of professionals in a customer-centric culture to excel in a fast-paced environment. Coaches, develops, and conducts performance management activities with direct and indirect reports. Identifies high-potential employees for advanced training and development opportunities. Effectively manages poor performers. Job Specific Supports the Chief Accounting Officer in managing external financial reporting, including preparation and review of the annual report, quarterly earnings releases, bank regulatory reports and legal entity regulatory financial reports. Prepares initial drafts of financial statements to be included in Form 10-Qs and Form 10-K, including footnotes and Management's Discussion and Analysis (MD&A). Administers and supervises the annual and quarterly preparation process conducted by other accounting personnel. Supports the finance team in the review of footnote documentation and MD&A information. Performs a detailed review of the quarterly call report and Federal Reserve reports. Supports the finance team in the preparation of monthly and quarterly financial reporting packages for management, the audit committee and the board of directors. Addresses inquiries from internal and external auditors, providing documentation that supports their needs. Plans, organizes and coordinates all activities of the general accounting function for the Corporation to ensure accurate and timely recording of accounting entries. Administers and supervises the month-end close process. Is responsible for ensuring the accuracy and adequacy of internal control documentation required for enterprise risk management. Maintains a process to ensure that all balance sheet and internal DDA accounts are reconciled on a periodic basis. Is responsible for completing annual goodwill and intangible asset impairment assessments. Stays current with new accounting and financial reporting guidance issued by the FASB, SEC and IASB when applicable. Other The role requires occasional travel for training and team meetings, and willingness to travel periodically to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's degree in accounting. 10+ years of experience with a financial services, multi-company organization. CPA preferred. Over seven years of significant bank accounting experience, including SEC reporting/public company experience. Working knowledge of GAAP accounting issues as they relate to the banking industry. Excellent oral, written, and interpersonal communication skills with the ability to instruct others, interpret documents, and write reports and correspondence. Excellent organizational and time management skills. Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 125000-190000 Yearly Salary PIa43ce6f761b2-37***********4
    $125k-190k yearly 8d ago
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  • Sales Assistant - Commercial Services

    Midland States Bank 4.0company rating

    Saint Louis, MO job

    Sales Assistant - Commercial Services Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Sales Assistant - Commercial Services Southern, IL or St. Louis, MO Region Salary Range: $20.00 - $23.27 an hour Position Summary The Sales Assistant-Commercial Services focuses on assisting Commercial Services Relationship Managers with the maintenance of existing clients and aids in the acquisition of new clients through proposal and document generation, etc. This position is responsible for maintaining and administering existing account services and searching for opportunities to expand existing relationships. This position is an individual contributor role, and works independently with a moderate amount of supervision from Relationship Managers, Team Leaders, and Sales Managers. Primary Accountabilities Completes account maintenance requests and ensures proper authorization for Operations or Support representatives. Collaborates with Commercial Services Support and Treasury Management Ops teams to provide assistance to current clients with Commercial Service products. Prepares documentation for new and existing business accounts, ensuring accurate processing within the system. Ensures all required documentation for business accounts are properly executed, scanned, and indexed within Synergy. Processes daily overdraft reports for Commercial Services Relationship Managers. Tracks and responds to all Pricing and Risk Ticklers, ensuring timely processing and resolution. Resolves operational problems reported by customers in a timely manner. Works with Credit to establish and maintain current risks and limits for Commercial Services Products. Prepares and executes agreements, implementation documentation, and processes/procedures to establish new customers on our systems. Orders Remote Deposit Capture scanners on client's behalf. Gathers background information for potential prospective customers to provide to Commercial Services Relationship Manager(s) when requested. Records all relevant customer interaction and requests in Salesforce. Reviews business accounts in a dormant or pre-dormant status and reaches out to clients to follow the dormant status removal process. Collaborates with Service and Operations teams, Product Management, and Relationship Managers to address and resolve consistent issues. Reviews monthly Account Analysis Statements for accuracy of pricing and fee application for current clients. Processes debit card requests for new and existing clients in collaboration with Support and Operations. Assists in providing bank statements and account analysis statements to internal and external clients. Serves as a liaison with Retail to enroll new and existing clients into Commercial Services and products. Collaborates with Operations and Support to process check orders for new and existing clients. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Associate degree in business or a related field. 2 years of financial services experience. 2 years of bank operations experience. Experience in treasury management strongly preferred. Strong oral, written, and interpersonal communication skills. Strong organization and time management skills. Strong attention to detail. Ability to work independently and as part of a team. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. THIS DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 20-23.27 Hourly Wage PI76f05b446d5a-37***********4
    $20-23.3 hourly 2d ago
  • Tax Experienced Senior, Private Client Services

    BDO Global 4.8company rating

    Saint Louis, MO job

    Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Experienced Senior, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Job Duties: * Participates in tax and consulting engagements and enhances skills identifying and addressing client needs, tax planning, and consulting opportunities * Works directly with clients and their advisors to gather information needed to prepare tax returns * Develops understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, both Federal and State jurisdictions, while demonstrating the ability to follow instructions and actively seek feedback * Reviews basic individual and trust tax returns and provides written and verbal feedback to staff and interns * Analyzes tax notices received from government agencies and prepares initial drafts of response * Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership * Works in a fast-paced, deadline-driven environment both independently and within a team dynamic * Prioritizes and completes tasks * Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training * Builds new relationships with other professionals both inside and outside the firm Supervisory Responsibilities: * May supervise and manage the day-to-day work assignments of PCS Associates * Provides verbal and written performance feedback to PCS Associates, as necessary * Acts as mentor to PCS Associates Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area and CPA certification, required * Master's degree in Accountancy or Taxation, preferred Experience: * Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required * Experienced in private client services, preferred * Prior basic supervisory experience, preferred 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), preferred * Possession of other professional degrees or certifications applicable to role preferred Software: * Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required * Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred * Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Languages: * N/A Other Knowledge, Skills & Abilities: * Initiative * Works hard, putting in extra effort when necessary to complete their assignments within given deadlines; self-starting; doesn't need to be explicitly told to put in this effort; when set, meets weekly/engagement hours expectations * Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps * Communication * Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative * Internally, communicates the status of their work to their team; promptly responds to requests * Leadership * Leads by example, acting as a model for the firm's core values * Takes on challenges; sees tasks through completion, even if there are obstacles * Business Development * Participates in business development and networking activities * Seizes opportunities for new professional contacts when presented * People Development * Ability to interact effectively with people at all organizational levels of the firm * Assists in supervision, development, and training of employees 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: $96,000 - $125,000 Colorado Range: $80,000 - $100,000 Illinois Range: $90,000 - $108,000 Maryland Range: $98,000 - $110,000 Massachusetts Range: $102,000 - $119,000 Minnesota Range: $80,000 - $95,000 New Jersey Range: $88,000 - $125,000 NYC/Long Island/Westchester Range: $115,000 - $130,000 Washington Range: $83,000 - $115,000 Washington DC Range: $105,000 - $117,000
    $115k-130k yearly 60d+ ago
  • Maintenance and Make Ready Manager

    Intersection Real Estate 4.8company rating

    Olivette, MO job

    **Job Title:** Maintenance and Make Ready Manager **Company:** Intersection Real Estate **About Us:** Intersection Real Estate is a leading real estate investment and property management company based in the St. Louis region. From sales to construction, maintenance to day-to-day property management, we provide our clients with all of the tools needed to invest in real estate here in St. Louis. **Job Summary:** The Maintenance and Make Ready Manager has the responsibility of ensuring our managed properties are being maintained to the highest standards, and in a timely manner. We are a property management company that manages scattered-site, mostly single family houses and small apartment buildings, throughout St. Louis City and County, and into the surrounding areas. This position will be responsible for setting priorities for the maintenance team, ensuring unit turns are handled quickly and efficiently, and will have direct communication with our clients throughout that process. This role will come in overseeing a team of 3 maintenance technicians, along with a direct assistant and a remote maintenance coordinator. There are plans to continue to expand this team under the supervision of this person. **Key Responsibilities:** Oversee a team responsible for all maintenance, unit turns, and inspections for our property management portfolio Ensure owner clients and tenants are responded to promptly, and the most urgent needs are prioritized Have a solid understanding of property maintenance, including, but not limited to plumbing, electrical, appliances, drywall and painting, carpentry, and HVAC Meet with outside vendors/contractors to request, receive and report contractor bids Work with Accounting Manager to ensure proper billing and expense tracking Communicate with residents of notice to perform work, and maintain high customer service standards Execute comprehensive preventative maintenance programs on all buildings' systems Oversee semi-annual inspections of houses/apartments for plumbing issues, HVAC filters, etc. Track inventory, maintain equipment, storage and work areas in a clean and orderly condition Meet daily with maintenance team Establish and oversee plan for off-hours calls and response **Qualifications:** Minimum of 5 years relevant property management and general management experience Proficient in Microsoft Office Suite; experience with AppFolio, and/or other property management software preferred Ability to work independently, with excellent analytical and problem-solving skills, and a keen attention to detail **What We Offer:** Salary range between $70,000.00 and $75,000.00 per year Broad benefits package, including health and dental coverage contributions, 401k match up to 4% 80 hours of PTO in the first year of employment plus 8 paid holidays Mileage reimbursement A supportive and dynamic work environment with an opportunity to grow with a growing company This position is both in-office and in the field. Office is located in Olivette. We look forward to hearing from you!
    $70k-75k yearly 60d+ ago
  • Internal Auditor

    First Community Credit Union 3.8company rating

    Chesterfield, MO job

    First Community is seeking an Internal Auditor. This individual will be responsible for assisting the audit manager with the audit plan, preparing for specific audits, and drafting reports. The ideal candidate will have 1 - 2 years of audit experience in the financial industry. Must be able to independently evaluate the financial risk and control environment in addition to performing operational and compliance audits. Excellent verbal and written communication skills are required. A strong knowledge of banking regulations is preferred. Other responsibilities include: Compile data and reports needed for completion of specific areas of review in the audit program. Analyze and report audit findings and recommendations to the Manager of Internal Audit and management. Examine the financial institutions internal controls to assess risk mitigation and make suggestions for improvement. Prepare formal reports documenting audit procedures, examinations performed, and audit results. Prepare written opinions as to the effectiveness of existing systems, policies and procedures, and the efficiency with which activities are performed. Complete all working papers in compliance with professional auditing standards. Perform the audits in accordance with the Standards for the Professional Practice of Internal Audit. Qualifications: Minimum of 1 -2 years of internal audit experience in a banking or financial services field. Strong understanding and commitment to professional auditing standards, internal controls, risk assessment, regulations and compliance guidelines. Superb interpersonal, communication, and collaborative skills Strong writing and presentation skills with a proficiency in Microsoft Office Salary Range is $50,000-$70,000 based on experience
    $50k-70k yearly Auto-Apply 60d+ ago
  • Mtge Home Ln Advisor

    First Bank 4.6company rating

    Creve Coeur, MO job

    Mortgage Home Loan Advisor Do you hate sitting in an office all day? This position actually requires that you spend more than 80% of your time outside of your office. Like meeting new people and helping people to finance a new home? Read further to check out this opportunity. What You Will Be Doing * Sourcing leads for mortgage home loans * Meet with perspective borrowers to obtain loan applications, explain application process, fees involved, and different programs available, etc. * Analyze perspective borrowers' financial status (income and debt) by obtaining required paperwork needed for loan submission and to notify borrower of credit report/appraisals ordered to determine feasibility of making a mortgage loan * Submit completed applications and confer with underwriters to aid in resolving mortgage application concerns * Advise borrowers of underwriting decisions, work with the borrower and underwriter to ensure all underwriting conditions are met * Work with both the processor and borrower, if loan is denied, about reconstructing loan under a different program * Coordinate loan closing, escrow signing, ordering of loan documents and assisting borrowers in the closing process * Have a high school diploma or general education degree (GED) * Have one to two years related experience and/or training * Are proficient with Windows-based software * Have the ability to drive a car or obtain other reliable transportation is required * Are able to speak, read, write and effectively interpret documents and reports * Have competent math skills * Are registered under the Nationwide Mortgage Licensing System (NMLS) - required upon hire * Are self-motivated and extremely detail oriented * Thrive in a fast-paced, constantly changing environment Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future. Diversity At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you. First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status. Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance. At First Bank, we embrace a hybrid work environment which allows employees to work at an alternative location depending upon the needs of their job and team. The in-office days are designed to inspire increased collaboration, development, productivity, and quick decision making. Hybrid schedules should include at least two full days in the office with more or all in-office days expected of our client facing teams and the groups that support them in the business. The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay: $15.00
    $15 hourly 38d ago
  • Director of Client Development

    Focus Financial Partners 4.1company rating

    Saint Louis, MO job

    Focus Partners Wealth is seeking a Director of Client Development. The Director of Client Development is responsible for leading the Client Development (“Inside Sales”) function, driving lead qualification, pipeline conversion, and revenue growth. Reporting to the Chief Growth Officer, the Director of Client Development will oversee a team of business development representatives (“specialists”) responsible for qualifying leads and more senior inside sellers (“Associate VPs”) responsible for quarterbacking close. This individual will work closely with wealth advisory teams to help match prospective clients with the appropriate financial professionals. To drive successful commercial results, this individual will be expected to monitor and optimize commercial outreach cadences and other tactics, messaging in discovery and pitch conversations, and coordination with the Marketing team and the Wealth Advisory team that owns servicing accounts post-close. The ideal candidate is a proven sales leader skilled in managing, coaching, and scaling inside sales teams, leveraging data-driven insights. They bring both strategic acumen and operational rigor, with a track record of developing talent, driving productivity, and implementing scalable sales processes. Experience in the financial services or fintech sectors is a plus. Primary Responsibilities Oversee lead qualification-to-close processes from direct and affiliate marketing channels. Manage and grow the Client Development team, including business development reps (“specialists”) qualifying both inbound- and outbound-driven leads and inside sellers (“Associate VPs”) quarterbacking close. Partner with the Wealth Advisory team, which will service the accounts post-close, to execute winning sales motions and introduce prospects to advisors at the right moment in the ‘purchase' journey. Partner with the Marketing team to identify priority audiences and hone Focus' messaging to prospective clients; develop playbooks and scripts to standardize winning messaging across the Client Development team. Develop and execute new multi-touch, multi-channel outreach programs to connect with and qualify marketing-driven leads. Maintain and review performance dashboards with the Client Development team, driving consistent, data-driven pipeline management. Implement and oversee use of CRM and sales automation tools (Salesforce, HubSpot, Gong, Outreach, etc.) to track and optimize sales productivity. Collaborate with the Chief Growth Officer and senior leadership to set sales targets and optimize spending as well as lead generation strategies by channel (e.g., digital marketing, SmartAsset, events, etc.) Implement career development paths for the Client Development team. Champion a culture of continuous improvement-testing new outreach methods, leveraging data insights, and sharing best practices across teams. Qualifications Bachelor's degree or equivalent experience; advanced degree a plus. 10+ years of experience in sales leadership, ideally in financial services / wealth management or fintech. Proven success leading inside sales teams, with additional experience in managing field sales a plus. Demonstrated experience scaling sales teams, including designing and testing new outreach and pitch tactics and optimizing pipeline reporting. Highly data-driven with experience leveraging CRM and sales automation tools (e.g., Salesforce, HubSpot, Gong, Outreach) to manage pipeline and improve productivity. Experience partnering closely with marketing teams on integrated go-to-market initiatives and content development. Excellent leadership, communication, and coaching skills, with the ability to motivate teams in a performance-oriented culture. Proven ability to balance strategic direction-setting with hands-on execution in a fast-paced, growth-oriented environment. The Director of Client Development is an exempt position. The annualized base pay range for this role is expected to be between $200,000 - $250,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
    $200k-250k yearly Auto-Apply 15d ago
  • Valuations Associate

    UHY 4.7company rating

    Saint Louis, MO job

    JOB SUMMARYAs an Associate within our Valuation team, you will play a crucial role in supporting the valuation of assets, businesses, and financial instruments. Working closely with senior valuation professionals, you will gain hands-on experience in financial analysis, market research, and valuation methodologies. This role offers an excellent opportunity to contribute to our clients' success and to develop a strong foundation in the field of valuation. Conduct comprehensive financial analysis, including financial modeling, discounted cash flow (DCF) analysis, and comparative market analysis Conduct in-depth research on industry trends, market conditions, and economic factors to inform valuation assumptions and methodologies Prepare detailed valuation reports and presentations. Assist management in planning and managing engagement activity and follow through to achieve results Demonstrate technical knowledge effectively through written and verbal communication Lead valuation consulting engagements, serving as the primary point of contact for clients and ensuring successful project delivery Mentor and train new staff in areas of expertise and responsibility Recognize needs and issues pertinent to client activity and demonstrates ownership of engagement's day-to-day tasks and activities Recognize complex technical issues, evaluate facts efficiently, and use strategic decision-making skills to assist management in solving problems Ensure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirements Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Some travel may be required to client sites during engagements Required education and experience Bachelor's degree in accounting, finance, economics, or a related field 3 - 5 years in relevant position or significant academic background Preferred education and experience Master's degree in accounting, finance, economics, or a related field None required at hire; must be willing and able to pursue Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Certified Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designation shortly after hire Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $59k-78k yearly est. Auto-Apply 38d ago
  • Mortgage Fulfillment Manager

    Pennymac 4.7company rating

    Saint Louis, MO job

    PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Mortgage Fulfillment Manager acts as a key contributor in workflow management, new initiatives, process development and culture building. As the Mortgage Fulfillment Manager, you will monitor workflows and queues to ensure service levels are met, develop process improvements or actively seek methods to streamline business processes and manage and set goals for a team. The Mortgage Fulfillment Manager will: Effectively leverage resources to monitor queue performance, identify patterns and trends causing issues and work towards business solutions Develop new and more innovative, efficient processes to improve overall end to end cycle times or improve quality Support, recommend and implement technology initiatives Be responsible for communicating monthly results to Management on departmental performance objectives Act as the main point of escalation for all issues within the function Perform capacity and staff planning to ensure adequate service levels are met Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Bachelor's degree or equivalent work experience 5+ years of relevant work experience Advance knowledge of Microsoft Office (Excel, Access, Word and PowerPoint) Mortgage experience is required Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $65,000 - $100,000 Work Model OFFICE
    $65k-100k yearly Auto-Apply 49d ago
  • Credit Solutions Senior Business Execution Consultant

    Wells Fargo 4.6company rating

    Saint Louis, MO job

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients. Banking, Lending, & Trust unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations. About this role: Wells Fargo is seeking a Senior Business Execution Consultant within the Credit Solutions CAO (Chief Administrative Office). This position plays a pivotal role in driving strategic initiatives primarily in the securities-based lending space. This role is ideal for a seasoned professional with experience with securities-based lending as well as deep expertise in project management, process optimization, and cross-functional collaboration. Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) In this role, you will: * Maintain a clear and consistent list of priorities to ensure alignment across teams and initiatives * Collaborate with cross-functional teams to communicate priorities and manage expectations effectively * Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution * Assist in the planning and execution of a variety of initiatives that may include risk mitigation, efficiency, and customer experience * Drive projects forward by removing obstacles, monitoring progress, engaging with cross functional stakeholders and ensuring timely delivery of key milestones. * Act as a change management champion by guiding stakeholders through transitions and fostering adoption of new processes * Identify and implement best practices for continuous improvement in project execution and change management. * This individual will focus on all things lending primarily focused on Securities Based Lending with some exposure to Custom Lending. They will engage with partners in Wealth and Investment Management (WIM) Operations, Credit Solutions Leadership, Client Relationship Group, Credit Risk, Compliance, Finance, Legal and Control. This person will serve as a Subject Matter Expert within the CAO and will be responsible for helping drive project strategy/vision for securities-based lending. Required Qualifications: * 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Wealth Management experience, especially experience with Securities Based Lending * Advanced proficiency in Microsoft Office Suite * Strong understanding of banking and lending operations to include credit products, loan lifecycle management, underwriting, and servicing processes * Experience working in a regulated financial services environment, with a solid grasp of compliance, risk management, and governance frameworks * Proven success in leading large-scale, cross-functional projects from initiation to completion. * Strong analytical and problem-solving skills with the ability to interpret complex data and drive actionable insights. * Excellent written and verbal communication skills; ability to influence and engage stakeholders at all levels. * Demonstrated success managing multiple priorities, projects and initiatives in a fast paced, highly regulated environment * Proven ability to assess processes, identify risk or inefficiencies, and recommend solutions that drive operational excellence * Experience conducting project meetings, presentations and status reporting Job Expectations: * This position is not eligible for Visa sponsorship. * This position offers a hybrid work schedule. * Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Job Locations: * 550 S Tryon St, Charlotte NC 28202 * 299 S Main St, Salt Lake City UT, 84111 * 5201 W Amelia Earhart Dr, Salt Lake City UT, 84116 * 550 S 4th ST, Minneapolis MN, 55415 * 401 Las Colinas Blvd W Bldg B, Irving TX, 75039 * 2801 Market St F &L Bldg, St Louis MO, 63106 * 800 S Jordan Creek Pkwy, West Des Moines IA, 50266 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $154,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 11 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $87k-154k yearly 9d ago
  • Information Security Operations Analyst II

    Mastercard 4.7company rating

    OFallon, MO job

    Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Information Security Operations Analyst IIOverview The Security Awareness team is looking for an Information Security Operations Analyst II to drive continued improvements to the education and training offerings we have for our Mastercard colleagues. Our award winning SecurIT First program must continue to remain relevant and effective in how we keep security awareness top of mind for all employees and contingent staff. The ideal candidate is passionate about the internal customer experience, is highly motivated, intellectually curious, analytical, and possesses an entrepreneurial mindset. Role In this Security Awareness position, you will: • Liaise between the Security Awareness team and all others at Mastercard. • Build new content and design awareness events to positively impact the security behaviors of Mastercard staff. • Partner with external providers to deliver effectives solutions with quality and integrity. • Manage our collaboration with the M&A Team and manage all Audit and Regulatory requests that come into our team. All About You The ideal candidate for this position should: • Possess advanced knowledge in security awareness concepts and principals. • Be comfortable meeting with business leaders to discuss and educate their teams about the desired security behaviors and how to influence and improve those behaviors. • Be able to identify appropriate security awareness solutions to further reduce the human risk at Mastercard. • Analyze, recognize and escalate trends in security behaviors and identify ways to improve our offerings. • Lead vendor relationships with those providers of contract solutions for the Security Awareness program. • A professional certification in Security Awareness is not required but highly encouraged. Corporate Security Responsibility Every person working for, or on behalf of, Mastercard is responsible for information security. All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and therefore, it is expected that the successful candidate for this position must: Abide by Mastercard's security policies and practices; • Ensure the confidentiality and integrity of the information being accessed. • Report any suspected information security violation or breach. • Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. Pay Ranges O'Fallon, Missouri: $76,000 - $127,000 USD
    $76k-127k yearly Auto-Apply 29d ago
  • City Manager

    International City Management 4.9company rating

    Independence, MO job

    Are you a forward-thinking, relationship-driven public sector leader who excels at managing complex organizations and driving strategic, community-centered results? If so, consider becoming the next City Manager for the City of Independence, Missouri. Independence is seeking an exceptional communicator and systems-minded administrator who is: * Experienced in large-scale municipal operations * Skilled in financial stewardship and organizational performance * Effective at building trust with elected officials, employees, and the community Located just east of Kansas City, with a population of 123,000, the community offers convenient access to regional employment centers, entertainment districts, professional sports, Truman Library & Museum, Midwest trails, high-quality parks, and a diverse mix of neighborhoods. Independence operates under a Council-Manager form of government. Reporting to the Mayor and City Council, the next City Manager will lead a full-service city with more than 11 departments. The ideal City Manager will be a seasoned municipal executive with experience managing a full-service city, large workforce, and complex political environment. Required qualifications for this position include: * Bachelor's degree in Public Administration, Business Administration, Political Science, or related field * Ten (10) years of progressively responsible executive leadership experience in local government * Experience overseeing a full-service municipality with utilities or complex enterprise operations * Demonstrated success in budgeting, strategic planning, intergovernmental relations, and staff leadership * Residency with the City of Independence is required for the City Manager with a reasonable time frame, as agreed upon by the City Council following the start of employment, in accordance with the City Charter. Preferred qualifications include: * Master's degree in Public Administration (MPA) or related field * Experience managing a city of similar size or larger * Experience with electric utilities, major capital programs, and redevelopment projects * ICMA-CM credential The salary range for this position is $220,000 - $260,000, depending on experience and qualifications. Please apply online at: ************************************************************************ For more information, contact: Billy Owens, Senior Vice President ********************************* Phone: **************
    $220k-260k yearly Easy Apply 21d ago
  • Virtual Banker

    First Bancorp 4.6company rating

    Saint Louis, MO job

    About this Role Our Virtual Bankers are responsible for providing an excellent client experience by meeting client needs regarding financial and service inquiries from Interactive Teller Machines (ITMs) as well as via phone or other channels. Work schedule may include some weekends and evenings and requires excellent attendance and punctuality. In this Role You Will Process a variety of transactions through ITMs including, but not limited to, checking and savings deposits and withdrawals, transfers and account balance inquiries; detecting fraud when possible. Facilitate the ITM process for clients by providing step-by-step guidance through the ITM process. Connect to clients in a way that makes the video interactive solution a personable experience. Monitor ITM machines to ensure they are working properly. Assist systems support associates and vendors to resolve any issues pertaining to the physical ITM and associated software, as needed. Manage incoming and outgoing calls, representing the bank in a positive, courteous and professional manner. Assess clients' needs and cross-sell or make sales referrals of bank products and services. Assist in online account opening fulfillments and onboarding of new bank clients Process and perform check back of various remote banking duties to ensure accuracy and compliance with standards and procedures; detect potential fraud when possible. Meet or exceed established referral goals. Maintain knowledge of cyber threats and best practices to minimize risks to the organization. Provide regular feedback to identify opportunities to improve Banker Center process, procedures and training materials Qualifications, Competencies and Skills High School diploma or equivalent. Minimum of three years experience in banking, customer service or other related area required. Bank teller or new accounts experience preferred. Associate-s degree preferred. Bi-lingual or Multi-Lingual a plus. Strong customer service orientation. Ability to maintain a friendly, helpful and courteous attitude when working with clients or co-workers under diverse conditions. Ability to communicate, verbally, through video Experience communicating via virtual technology (Skype, Face Time, Video Conf.) Comfortable on camera, maintaining a friendly and professional appearance
    $38k-63k yearly est. 1d ago
  • Winter 2026 Audit Staff Accountant - St. Charles, MO

    UHY 4.7company rating

    Saint Charles, MO job

    JOB SUMMARYAs an Audit Staff Accountant, you will play a pivotal role in providing high-quality audit and assurance services to our diverse clientele. Your responsibilities will involve assisting in the planning, execution, and completion of audit engagements, contributing to the team's efforts to ensure financial statements are accurate and compliant with relevant regulations and standards. Audit Execution Participate in the planning and preparation of audit engagements under the guidance of senior team members Execute audit procedures, including testing of controls, substantive testing, and analytical procedures Document work performed, findings, and conclusions in an organized and clear manner Financial Statement Analysis Analyze financial statements, disclosures, and supporting documentation to identify potential issues or discrepancies Assess the application of accounting principles and standards, and provide recommendations for improvements Internal Controls Assessment Evaluate internal control systems and processes to identify weaknesses or deficiencies that could impact the accuracy of financial reporting Assist in developing recommendations for enhancing internal controls and operational efficiency Client Communication Collaborate with client personnel to obtain necessary information and documentation for audit purposes Maintain professional communication and build positive relationships with client representatives Team Collaboration Work collaboratively with other team members to ensure timely completion of audit engagements Seek guidance from supervisors and managers when encountering complex issues or challenges Technical Research Stay updated on relevant accounting and auditing standards, regulations, and industry developments Conduct research to address accounting and auditing issues that may arise during engagements Reporting and Documentation Contribute to the preparation of audit reports, ensuring accuracy, clarity, and adherence to professional standards Prepare supporting workpapers and documentation to substantiate audit findings and conclusions Professional Development Engage in continuous learning and development to enhance your technical skills and knowledge Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's needs Required education and experience Bachelor's degree with a concentration in accounting, or a Master's degree in accounting or taxation Actively pursuing the required education and credits to qualify for the CPA exam, with the intention of obtaining CPA licensure Preferred education and experience Cumulative GPA of 3.0 or higher Actively working towards achieving CPA licensure or relevant certification, if not already attained Responsible for completing the minimum CPE credit requirement Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $54k-68k yearly est. Auto-Apply 38d ago
  • Director, Product Experience Design - Mastercard Developers

    Mastercard 4.7company rating

    OFallon, MO job

    Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Director, Product Experience Design - Mastercard Developers The Services team and solutions fuel growth for partners globally by providing cutting edge services in the areas of Customer Acquisition and Engagement, Security Solutions, Business and Market Insights, and Open Banking. Focused on thinking big and scaling fast, our agile sales team is responsible for end-to-end solutions for a diverse global customer base including retailers, airlines, hotels, tourism agencies, public sector entities, restaurants, consumer goods and telecom companies. You will lead the Product Experience Design function for Mastercard Developers - focusing on the UI and UX of the Mastercard Developers website. You will shape the vision, standards, and execution for how developers and agents evaluate, integrate, test, monitor, and scale with our APIs. You will build and mentor a multidisciplinary design team. You will partner with Product, Engineering, and Marketing to drive measurable improvements in developer activation, time to first call, and other key metrics. The Role * Define a north star experience for the developer platform journey: discover, evaluate, integrate, onboard, optimize. * Prepare the platform for agent mediated usage * Own and evolve the design system (tokens, accessibility standards, interaction patterns) with Engineering. * Use qualitative insight and product analytics (conversion, drop off, success rates) to guide prioritization. * Coach and grow a design team * Partner with Product Management to align roadmaps to outcome metrics. * Embed accessibility and inclusive design (Web Content Accessibility Guidelines (WCAG) alignment) into tools, patterns, and reviews. * Drive consistency across marketing surfaces, documentation, console user interface, and post integration touch points. All About You * Experience in digital product design, designing technical platforms (API portals, cloud tools, developer consoles, SDK experiences) for developer consumption. * Proven experience leading and mentoring a team of Product Experience Design Managers and Senior Designers, driving strategic outcomes, fostering collaboration, and building design capabilities through continuous up skilling * Experience building and scaling design systems with front end engineering. * Data driven with an ability to transform research, analytics, and experimentation into design decisions. * Ability to use product analytics for funnel analysis and insight synthesis. * Depth in interaction design, information architecture, visual hierarchy, content clarity. * Understanding of API lifecycle (authentication, versioning, rate limits, keys, webhooks, etc) * Functional knowledge of front end technologies (HTML, CSS, basic JavaScript) for engineering collaboration. * Clear written communication for strategy documents, design briefs, executive updates. * Prior experience in front end or Platform engineering preferred * Hands-on front-end prototyping (React, Web Components, design tokens implementation) Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: * Abide by Mastercard's security policies and practices; * Ensure the confidentiality and integrity of the information being accessed; * Report any suspected information security violation or breach, and * Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. Pay Ranges O'Fallon, Missouri: $156,000 - $265,000 USD
    $156k-265k yearly Auto-Apply 23d ago
  • Associate, Mortgage Fulfillment Operations

    Pennymac 4.7company rating

    Saint Louis, MO job

    PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day Pennymac is a dynamic and innovative mortgage lender committed to fostering the next generation of leaders. Recent college graduates can ignite their career by joining a company that believes in investing in talent and providing opportunities for growth and development. Associates in the Pennymac MFD Rotational Program will embark on a comprehensive development experience designed to expose them to various facets of the organization and industry. Candidates who successfully join the program will have the opportunity to learn and develop within the mortgage fulfillment division (MFD) operations area of the business. The Pennymac MFD Rotational Program begins with a specially designed training program focused on industry information, department functions, and foundational skills. Participants then embark on four or five 6-month rotations. The Pennymac MFD Rotational Program allows candidates to learn through real-world work experience; gain valuable knowledge and skill sets in a variety of operational areas. Responsibilities will vary by assignment, but all rotations allow for opportunities to blend theory with practice and launch an exciting career in the financial services industry. Locations: St. Louis, MO; Carrollton, TX; Tampa, FL. The MFD College Recruiting Program is designed to be a powerful launchpad for high-potential talent, offering a dynamic two-year rotational experience across key MFD departments. Through hands-on training, immersive onboarding, and exposure to real-world operations, participants will build the skills and leadership mindset needed to thrive in our industry. This program is more than a first job-it's a strategic pathway, guiding top candidates from entry-level roles through to Operations Manager, Assistant Vice President, and potentially Vice President, all within a 4-6 year timeframe. The Assoc, MFD Rotational will: Engage in a structured 24 month rotational program across multiple Consumer Direct and TPO MFD operational departments, such as Base File, Title, Precision, Conditions, Eligibility, , Production Support, Mortgage Success Team (MST), Closing and Funding Develop a foundational understanding of the mortgage loan lifecycle, industry terminology, and the significance of compliance and timeliness Prepare and review initial loan disclosures (RESPA, TILA, TRID), order appraisals, flood certificates, tax transcripts, homeowner's insurance, mortgage insurance, title insurance and written/verbal verifications of employment Review and analyze title abstracts and recorded documents-including deeds, liens, and UCC filings-to ensure accuracy and resolve discrepancies. Investigate and resolve outstanding title issues, such as liens and judgments, to facilitate timely loan processing Review borrower income documentation to determine proper amounts to use in the underwriting of the loan file. Work towards becoming income certified Interpret AUS (Automated Underwriting System) findings and Product Profiles to assess compliance with investor-specific condominium requirements Prepare closing documents including the balancing of the Initial and Final Closing Disclosure Manage a pipeline of loans within each rotational area while ensuring accuracy, efficiency, and prioritization of tasks Deliver exceptional service by responding to mortgage-related inquiries and resolving customer requests with professionalism and efficiency Conduct research to support timely and accurate resolution of customer concerns and ensure a positive borrower experience Collaborate with cross-functional teams to address business challenges, drive process improvements, and support organizational goals Perform data and documentation validation to ensure accuracy, consistency, and adherence to regulatory and company standards Demonstrate a commitment to continuous learning and development by embracing feedback and participating actively in training opportunities Uphold company culture and values by modeling professional behaviors and ethical standards What You'll Bring Recent 2025 Graduates. Must graduate with a Bachelor's degree or Master's degree (no later than December 30, 2025) within 6 months of the program start date on Monday, January 12, 2026 Excellent communication and interpersonal abilities Ability to apply critical thinking Demonstrated ability to work independently and collaboratively Eagerness to learn, collaborate, and take on a variety of assignments Comfortable working within a fast-changing environment Moderate skills proficiency with Google Suite/ MS Office products Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships We value the hard work and dedication of our employees. In addition to a competitive salary, positions may offer bonus opportunities. To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $50,000 - $75,000 Work Model OFFICE
    $50k-75k yearly Auto-Apply 30d ago
  • Maintenance and Make Ready Manager

    Intersection Real Estate, LLC 4.8company rating

    Olivette, MO job

    Job Description **Job Title:** Maintenance and Make Ready Manager **Company:** Intersection Real Estate **About Us:** Intersection Real Estate is a leading real estate investment and property management company based in the St. Louis region. From sales to construction, maintenance to day-to-day property management, we provide our clients with all of the tools needed to invest in real estate here in St. Louis. **Job Summary:** The Maintenance and Make Ready Manager has the responsibility of ensuring our managed properties are being maintained to the highest standards, and in a timely manner. We are a property management company that manages scattered-site, mostly single family houses and small apartment buildings, throughout St. Louis City and County, and into the surrounding areas. This position will be responsible for setting priorities for the maintenance team, ensuring unit turns are handled quickly and efficiently, and will have direct communication with our clients throughout that process. This role will come in overseeing a team of 3 maintenance technicians, along with a direct assistant and a remote maintenance coordinator. There are plans to continue to expand this team under the supervision of this person. **Key Responsibilities:** Oversee a team responsible for all maintenance, unit turns, and inspections for our property management portfolio Ensure owner clients and tenants are responded to promptly, and the most urgent needs are prioritized Have a solid understanding of property maintenance, including, but not limited to plumbing, electrical, appliances, drywall and painting, carpentry, and HVAC Meet with outside vendors/contractors to request, receive and report contractor bids Work with Accounting Manager to ensure proper billing and expense tracking Communicate with residents of notice to perform work, and maintain high customer service standards Execute comprehensive preventative maintenance programs on all buildings' systems Oversee semi-annual inspections of houses/apartments for plumbing issues, HVAC filters, etc. Track inventory, maintain equipment, storage and work areas in a clean and orderly condition Meet daily with maintenance team Establish and oversee plan for off-hours calls and response **Qualifications:** Minimum of 5 years relevant property management and general management experience Proficient in Microsoft Office Suite; experience with AppFolio, and/or other property management software preferred Ability to work independently, with excellent analytical and problem-solving skills, and a keen attention to detail **What We Offer:** Salary range between $70,000.00 and $75,000.00 per year Broad benefits package, including health and dental coverage contributions, 401k match up to 4% 80 hours of PTO in the first year of employment plus 8 paid holidays Mileage reimbursement A supportive and dynamic work environment with an opportunity to grow with a growing company This position is both in-office and in the field. Office is located in Olivette. We look forward to hearing from you!
    $70k-75k yearly 27d ago
  • Mtge Home Ln Advisor

    First Bank 4.6company rating

    Creve Coeur, MO job

    Mortgage Home Loan Advisor (Commission-Only) Do you hate sitting in an office all day? This position actually requires that you spend more than 80% of your time outside of your office. Like meeting new people and helping people to finance a new home? Read further to check out this opportunity. What You Will Be Doing * Sourcing leads for mortgage home loans * Meet with perspective borrowers to obtain loan applications, explain application process, fees involved, and different programs available, etc. * Analyze perspective borrowers' financial status (income and debt) by obtaining required paperwork needed for loan submission and to notify borrower of credit report/appraisals ordered to determine feasibility of making a mortgage loan * Submit completed applications and confer with underwriters to aid in resolving mortgage application concerns * Advise borrowers of underwriting decisions, work with the borrower and underwriter to ensure all underwriting conditions are met * Work with both the processor and borrower, if loan is denied, about reconstructing loan under a different program * Coordinate loan closing, escrow signing, ordering of loan documents and assisting borrowers in the closing process * Have a high school diploma or general education degree (GED) * Have one to two years related experience and/or training * Are proficient with Windows-based software * Have the ability to drive a car or obtain other reliable transportation is required * Are able to speak, read, write and effectively interpret documents and reports * Have competent math skills * Are registered under the Nationwide Mortgage Licensing System (NMLS) - required upon hire * Are self-motivated and extremely detail oriented * Thrive in a fast-paced, constantly changing environment Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future. Diversity At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you. First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status. Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance. At First Bank, we embrace a hybrid work environment which allows employees to work at an alternative location depending upon the needs of their job and team. The in-office days are designed to inspire increased collaboration, development, productivity, and quick decision making. Hybrid schedules should include at least two full days in the office with more or all in-office days expected of our client facing teams and the groups that support them in the business. The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay: $15.00
    $15 hourly 38d ago
  • Manager, Finance Business Partner

    Mastercard 4.7company rating

    OFallon, MO job

    Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Manager, Finance Business PartnerOverview: The primary responsibilities is to support our Global Customer Care team which is responsible for delivering and improving the overall customer experience and meeting the needs of internal stakeholders to help drive innovative solutions and automation that improve Mastercard Products and our customer experience. As the Manager, Finance Business Partner, focusing Global customer Care, this position encompasses a variety of financial duties and involves close collaboration with stakeholders to advance the Care transformation and the CX Technology modernization. Key to prospering in this role are the abilities to interpret data, devise strategic plans, assume leadership, and cultivate connections with colleagues across the global Mastercard network. Duties include managing all facets of the routine financial tasks such as facilitating the monthly close, preparing annual budgets and routine forecasts, conducting financial analyses, identifying financial variances, as well as highlighting potential opportunities and risks Role: • Manage all aspects of the day-to-day financial responsibilities such as monthly close, annual budget/regular forecast, financial reporting, variance analysis, opportunities and risks. • Manage, develop and create standardized financial reporting packages that will help drive and support the business and create valuable insights for Care management to support decisions. • Execute on financial process improvements by building and maintaining financial tools to perform analysis and modelling; review and create suggestions to financial systems. • Investigate and create opportunities for automation and more efficient methods of report creation and delivery anticipating needs of internal customers, members and other stakeholders • Represent Finance as a key stakeholder in various management meetings • Check and maintain the integrity of financial models and add improvements where possible. • Support on business case development ensuring the financials and technology strategy are all aligned. • Track and delivery financial efficiency • Build and maintain tools and reports; may serve as a go-to resource for financial technology (e.g.. Hyperion, Oracle) All About You: The ideal candidate for this position should have: • Bachelor's degree in Finance or Accounting; MBA preferred • Excellent finance skills including modelling/business case development and scenario analysis, budget, planning and forecast experience • Strong experience of expense forecasting and variance analysis; experience of Technology expense forecasting is a plus • Ability to translate complex information into simple and understandable deliverables • Comfort with ambiguity • Demonstrates strong self-awareness, keenness to learn and a strategic mindset. Open to different approaches and ideas and willing to challenge status quo to drive new business initiatives. • Ability to perform successfully in a fast paced, rapidly changing environment and manage multiple priorities and assignments concurrently • Experience managing components of larger projects • Strong communicator with experience working with colleagues from other business units and markets • Experience creating and delivering presentations for internal learning, training events and/or business discussions • Strong sense of urgency; excels in a deadline driven work environment • Strong skills in Hyperion, Excel and PowerPoint required Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. Pay Ranges O'Fallon, Missouri: $109,000 - $180,000 USDNew York City, New York: $131,000 - $216,000 USDPurchase, New York: $125,000 - $207,000 USD
    $131k-216k yearly Auto-Apply 15d ago
  • Tax Senior, Private Client Services

    BDO Global 4.8company rating

    Saint Louis, MO job

    Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Job Duties: * Participates in tax and consulting engagements and enhances skills identifying and addressing client needs * Works with clients and their advisors to gather information needed to prepare tax returns * Prepares complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, both Federal and State jurisdictions, while demonstrating the ability to follow instructions and actively seek feedback * Reviews basic individual and trust tax returns and provides written and verbal feedback to staff and interns * Analyzes tax notices received from government agencies and prepares initial drafts of response * Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership * Works in a fast-paced, deadline-driven environment both independently and within a team dynamic * Prioritizes and completes tasks * Collaborates and builds new relationships with other new professionals both inside and outside the firm Supervisory Responsibilities: * May supervise and manage the day-to-day work assignments of PCS Associates * Provides verbal and written performance feedback to PCS Associates, as necessary * Acts as mentor to PCS Associates Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area and CPA certification, required * Master's degree in Accountancy or Taxation, preferred Experience: * Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required * Experience in private client service, preferred * Prior basic supervisory experience, preferred 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), preferred * Possession of other professional degrees or certifications applicable to role, preferred Software: * Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required * Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred * Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Other Knowledge, Skills & Abilities: * Initiative * Works hard, putting in extra effort when necessary to complete their assignments within given deadlines; self-starting; doesn't need to be explicitly told to put in this effort; when set, meets weekly/engagement hours expectations * Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps * Communication * Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative * Internally, communicates the status of their work to their team; promptly responds to requests * Leadership * Leads by example, acting as a model for the firm's core values * Takes on challenges; sees tasks through completion, even if there are obstacles * Business Development * Builds new relationships and maintains existing relationships with BDO professionals and external sources * People Development * Ability to interact effectively with people at all organizational levels of the firm * Takes the time to teach others information/skills that are critical to their current and future work * Trains associates and interns on how to use all current software tools and PCS methodology 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: $84,000 - $110,000 Colorado Range: $72,000 - $90,000 Illinois Range: $80,000 - $93,000 Maryland Range: $90,000 - $94,000 Massachusetts Range: $90,000 - $100,000 Minnesota Range: $75,000 - $84,000 New Jersey Range: $82,000 - $112,000 NYC/Long Island/Westchester Range: $100,000 - $118,000 Washington Range: $80,000 - $95,000 Washington DC Range: $93,000 - $98,000
    $100k-118k yearly 60d+ ago

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