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  • Indirect Tax Enablement Specialist

    Stripe 4.5company rating

    Remote business taxes specialist job

    Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world's largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About the team What you'll do We are seeking a dynamic Indirect Tax Enablement Specialist to join our team and drive user success and internal strategy implementation. This role will provide real-time hands-on support to enable team missions, while simultaneously leveraging these experiences to design proactive solutions that enhance future user and/or team enablement. The ideal candidate will create and deliver engaging, effective enablement materials and programs that empower our users and internal teams to maximize the value of our products and services, both in the moment and through strategic, forward-thinking initiatives. Responsibilities Provide real-time support to teams during critical moments - either due to bandwidth, or strategic initiatives where enablement solutions are needed like such as onboarding, support experience, and/or product enhancements Analyze support experiences to identify patterns and opportunities for proactive enablement solutions Collaborate with stakeholders to identify immediate and long-term enablement needs, objectives, and desired outcomes for both users and internal teams Design, develop, and execute comprehensive enablement programs, curricula, and materials for various delivery methods (e.g., in-person, virtual, self-paced, blended) Create engaging and interactive content tailored to address current knowledge gaps and anticipate future needs, promoting user adoption and team efficiency Incorporate adult learning principles and instructional design methodologies to ensure optimal learning outcomes and user empowerment Develop and implement assessments to measure the effectiveness of real-time support and proactive enablement programs Work closely with tax advisory SMEs, product and operations teams as well as to ensure accuracy and relevance of content for both immediate and future needs Adapt existing materials to suit different learning styles and audience needs, focusing on user enablement and internal strategy alignment Ensure all enablement materials align with company branding and style guidelines while maintaining accuracy and effectiveness Track and report on user adoption rates, enablement program completion rates, and overall effectiveness of both real-time and proactive initiatives Continuously improve enablement strategies based on user feedback, support experiences, and data-driven insights Who you are We're looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement. Minimum requirements 3+ years of experience in designing, developing, and executing enablement or learning programs Strong understanding of adult learning principles and their application in user enablement Excellent written and verbal communication skills, with the ability to explain complex concepts clearly to diverse audiences Strong project management and organizational abilities Creativity and innovation in developing engaging learning experiences that drive user adoption Ability to work independently and collaboratively in a fast-paced environment Proven track record of successfully executing enablement programs that positively impact user success and internal strategy implementation Preferred qualifications Experience in SaaS or technology-focused enablement roles Familiarity with data analytics and reporting for enablement metrics Knowledge of gamification principles in learning design applied to user enablement Experience in a corporate learning and development environment, preferably with exposure to product adoption and user success initiatives Proficiency in learning management systems (LMS) and e-learning authoring tools (e.g., Articulate Storyline, Adobe Captivate)
    $71k-100k yearly est. Auto-Apply 2d ago
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  • Small Business Bookkeeping Hero (Client Accounting Services - CAS)

    Budgetease

    Remote business taxes specialist job

    Small Business Bookkeeping Hero (Client Accounting Services - CAS If you are looking for an opportunity to grow in a Client Accounting Services Firm that fully supports work/life balance, this is the place for you. You will fit right in if you are technically proficient in Accounting and QuickBooks Online, agreeable, detail oriented, work well with deadlines, handle multiple tasks easily, and appreciate learning. Named one of the Top CAS firms in the Country and a Weatherhead 100 recipient, you will be part of a team of nationally known experts. Our services are in demand, and we continue to grow annually. We help over 200 organizations and small businesses every year. You will find every day is a new adventure at BudgetEase. Clients vary from providers of wind energy to airplane leasing for rock stars. Our team of consultants are Better Together - we have not been stumped on a bookkeeping question yet. If you are not a QuickBooks Certified ProAdvisor you will be in the first two weeks on the job. Our four-week on-boarding program allows you to hit the ground running and the learning never ends at BudgetEase. You will be assigned a mentor, and your education and development will never stop. Workspace Most of the time you work from home. We provide a standing desk and all the equipment you need to do your job that includes regular Zoom meetings with clients. Our office is in an upscale shared workspace near downtown Cleveland. You will be expected to meet in person for training and once a month for work, in person as a team. BudgetEase's mission, Making YOU Profitable, means everything we do results in making our clients profitable. Culture/Core values Having fun while getting things done Better together Cost Effective Solution for our clients We are hiring full-time positions and part-time positions (minimum 25 hours a week during normal business hours). Qualifications 3-5 years' experience in Accounting, Finance, Bookkeeping and/or QuickBooks Strong analytical and problem-solving skills Computer savvy, familiar with Windows and have a love for numbers Expert knowledge of Microsoft Office, a plus Strong time management, communication, and administrative skills Detail oriented Enjoy working with people and a team Ability to work at a fast pace Lifelong learner Business Degree and/or 2+ years' experience in finance or accounting Must be able to pass a background check (including credit check) Smoke-free workplace Responsibilities Contribute to BudgetEase's Success Maintain flexibility and adapt to dynamic work environment(s) Be an efficiency champion, on the lookout for challenges and implementing better systems Strive for excellence when delivering services to 5-15 on-going clients Manage Clients Stay informed of clients' needs Look for and suggest cost effective solutions to clients Provide client service* in a timely and professional manner Communicate questions and concerns to Team Leaders as needed for assistance Document Weekly/Monthly/Quarterly to-does based on clients' needs in Client Hub our project management system. *AR/AP maintenance, bank reconciliation, journal entries, data entry into QuickBooks, preparation of reports, maintain commission schedules, maintain grant and other higher-level accounting functions, enter payroll, manage cash flow, understand the differences in QBs files, prepare and enter budgets, catch-up QBs files. Train Continuously Communicate educational/ training needs & interests to your Team Leader Research solutions/applications to address client needs/questions Collaborate with Team Share innovative ideas and practices with co-workers at company meetings and as needed Provide backup and/or assistance to co-workers when time allows Ask questions/request feedback from others Other Mandatory daily huddle Respond to client requests within 24 hours Enter time in Ebillity in accordance with the Time Reporting Procedure Keep Outlook calendar current with obligations Be punctual. Keep client/team member informed if you are late for an appointment Keep CEO and Team Leader informed when you have time in your schedule for more work Meet commitments on a timely basis Dress appropriately for virtual calls with clients and team Work independently on a flexible schedule between 6AM and 6PM, Monday-Friday Compensation $25-35 per hour worked Simple IRA after 6 months, 2% contribution, no-match Cell phone allowance - $30/month Health Insurance stipend, holiday pay, PTO (Paid Time Off) Group Life Insurance with Voluntary Life Option up to $300,000 (requires EOI) STD Insurance
    $25-35 hourly 60d+ ago
  • Business Specialist VII - Business Analysis (NBB041) (CONUS - Washington, DC (Remote) | Senior Consultant - Full-Time) [DOEID041Q]

    Prosidian Consulting

    Remote business taxes specialist job

    ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry leading practices. ProSidian services focus on the broad spectrum of Risk Management, Compliance, Business Process, IT Effectiveness, Energy & Sustainability, and Talent Management. We help forward thinking clients solve problems and improve operations. Launched by former Big 4 Management Consultants; our multidisciplinary teams bring together the talents of nearly 190 professionals globally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes. Our Services are deployed across the enterprise, target drivers of economic profit (growth, margin and efficiency), and are aligned at the intersections of assets, processes, policies and people delivering value. ProSidian clients represent a broad spectrum of industries to include but are not limited to Energy, Manufacturing, Chemical, Retail, Healthcare, Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State Government Agencies. Learn More About ProSidian Consulting at ****************** Job Description ProSidian Seeks a Business Specialist VII - Business Analysis (NBB041) headquartered near CONUS - Washington, DC (Remote) to support requirements for Energy & Environmental Management Industry (Nuclear | Oil & Gas | Power & Utilities | Distribution Engineering) Sector Clients. This CONUS - Washington, DC (Remote) | Senior Consultant - Full-Time position currently best aligns with the Business Specialist Labor Category. Ideal candidates exhibit the ability to visualize, analyze, and convert data and experiences to meet performance challenges while confidently engaging in productive “Jugaad” and dialogue targeting mission success. ProSidian Team Members work to provide provide Energy Industry (Oil & Gas / Power & Utilities) Sector related Management And Operations Consulting Solutions for Nuclear Industry Advisory and Assistance (A&A) Services Support (Support to Fuel Cycle Campaigns) Services on behalf of The US Department of Energy (DOE-ID). Business Specialist VII - Business Analysis (NBB041) Candidates shall work to support requirements for (Business Analysis Services) and Includes business and financial personnel performing functions such as contract management, project control, finance and accounting, project planning and scheduling, and cost estimating 1. Develops program management and analytical tools for tracking and reporting. 2. Provides financial and business advise, support and guidance to technical managers. 3. Evaluates, develops and implements procedures, processes, techniques, models, and / or systems required to effectively manage programs. 4. Develops and maintains relationships with customers, subcontractors, consultants and vendors to facilitate successful program performance and problem resolution. 5. Provides daily supervision and direction to administrative staff. #EnvironmentalManagement #Jugaad #NuclearIndustry #nuclear #nuclearpower #nuclearenergy #energy #nuclearpowerplant #engineering #nuclearreactors #nuclearfocus #powergeneration #nuclearengineering Qualifications Business Specialist Level VII Candidates shall have relevant Energy & Environmental Management Industry (Nuclear | Oil & Gas | Power & Utilities | Distribution Engineering) Sector Experience particularly with background, experience, and credentials to perform Nuclear Industry Advisory and Assistance (A&A) Services Support (Support to Fuel Cycle Campaigns) for Engineering Services on behalf of clients such as U.S. Dept. Of Energy Idaho Operations Office - Nuclear Energy's (NE) Office of Fuel Cycle Technologies supplemented by a Master's Degree or Equivalent Education and 12+ Yrs. Yrs. Experience #EnvironmentalManagement #Jugaad #NuclearIndustry #nuclear #nuclearpower #nuclearenergy #energy #nuclearpowerplant #engineering #nuclearreactors #nuclearfocus #powergeneration #nuclearengineering Additional Information As a condition of employment, all employees are required to fulfill all requirements of the roles for which they are employed; establish, manage, pursue, and fulfill annual goals and objectives with at least three (3) Goals for each of the firms Eight Prosidian Global Competencies [1 - Personal Effectiveness | 2 - Continuous Learning | 3 - Leadership | 4 - Client Service | 5 - Business Management | 6 - Business Development | 7 - Technical Expertise | 8 - Innovation & Knowledge Sharing (Thought Leadership)]; and to support all business development and other efforts on behalf of ProSidian Consulting. CORE COMPETENCIES Teamwork - ability to foster teamwork collaboratively as a participant, and effectively as a team leader Leadership - ability to guide and lead colleagues on projects and initiatives Business Acumen - understanding and insight into how organizations perform, including business processes, data, systems, and people Communication - ability to effectively communicate to stakeholders of all levels orally and in writing Motivation - persistent in pursuit of quality and optimal client and company solutions Agility - ability to quickly understand and transition between different projects, concepts, initiatives, or work streams Judgment - exercises prudence and insight in decision-making process while mindful of other stakeholders and long-term ramifications Organization - ability to manage projects and activity, and prioritize tasks ----------- ------------ ------------ OTHER REQUIREMENTS Business Tools - understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary. Commitment - to work with smart, interesting people with diverse backgrounds to solve the biggest challenges across private, public and social sectors Curiosity - the ideal candidate exhibits an inquisitive nature and the ability to question the status quo among a community of people they enjoy and teams that work well together Humility - exhibits grace in success and failure while doing meaningful work where skills have impact and make a difference Willingness - to constantly learn, share, and grow and to view the world as their classroom ------------ ------------ ------------ BENEFITS AND HIGHLIGHTS ProSidian Employee Benefits and Highlights: Your good health and well-being are important to ProSidian Consulting. At ProSidian, we invest in our employees to help them stay healthy and achieve work-life balance. That's why we are also pleased to offer the Employee Benefits Program, designed to promote your health and personal welfare. Our growing list of benefits currently include the following for Full Time Employees: Competitive Compensation: Pay range begins in the competitive ranges with Group Health Benefits, Pre-tax Employee Benefits, and Performance Incentives. For medical and dental benefits, the Company contributes a fixed dollar amount each month towards the plan you elect. Contributions are deducted on a Pre-tax basis. Group Medical Health Insurance Benefits: ProSidian partners with BC/BS, to offer a range of medical plans, including high-deductible health plans or PPOs. ||| Group Dental Health Insurance Benefits: ProSidian dental carriers - Delta, Aetna, Guardian, and MetLife. Group Vision Health Insurance Benefits: ProSidian offers high/low vision plans through 2 carriers: Aetna and VSP. 401(k) Retirement Savings Plan: 401(k) Retirement Savings Plans help you save for your retirement for eligible employees. A range of investment options are available with a personal financial planner to assist you. The Plan is a pre-tax Safe Harbor 401(k) Retirement Savings Plan with a company match. Vacation and Paid Time-Off (PTO) Benefits: Eligible employees use PTO for vacation, a doctor's appointment, or any number of events in your life. Currently these benefits include Vacation/Sick days - 2 weeks/3 days | Holidays - 10 ProSidian and Government Days are given. Pre-Tax Payment Programs: Pre-Tax Payment Programs currently exist in the form of a Premium Only Plan (POP). These Plans offer a full Flexible Spending Account (FSA) Plan and a tax benefit for eligible employees. Purchasing Discounts & Savings Plans: We want you to achieve financial success. We offer a Purchasing Discounts & Savings Plan through The Corporate Perks Benefit Program. This provides special discounts for eligible employees on products and services you buy on a daily basis. Security Clearance: Due to the nature of our consulting engagements there are Security Clearance requirements for Engagement Teams handling sensitive Engagements in the Federal Marketplace. A Security Clearance is a valued asset in your professional portfolio and adds to your credentials. ProSidian Employee & Contractor Referral Bonus Program: ProSidian Consulting will pay up to 5k for all referrals employed for 90 days for candidates submitted through our Referral Program. Performance Incentives: Due to the nature of our consulting engagements there are performance incentives associated with each new client that each employee works to pursue and support. Flexible Spending Account: FSAs help you pay for eligible out-of-pocket health care and dependent day care expenses on a pre-tax basis. You determine your projected expenses for the Plan Year and then elect to set aside a portion of each paycheck into your FSA. Supplemental Life/Accidental Death and Dismemberment Insurance: If you want extra protection for yourself and your eligible dependents, you have the option to elect supplemental life insurance. D&D covers death or dismemberment from an accident only. Short- and Long-Term Disability Insurance: Disability insurance plans are designed to provide income protection while you recover from a disability. ---------- ------------ ------------ ADDITIONAL INFORMATION - See Below Instructions On The Best Way To Apply ProSidian Consulting is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, or Vietnam era, or other eligible veteran status, or any other protected factor. All your information will be kept confidential according to EEO guidelines. ProSidian Consulting has made a pledge to the Hiring Our Heroes Program of the U.S. Chamber of Commerce Foundation and the “I Hire Military” Initiative of The North Carolina Military Business Center (NCMBC) for the State of North Carolina. All applicants are encouraged to apply regardless of Veteran Status. Furthermore, we believe in "HONOR ABOVE ALL" - be successful while doing things the right way. The pride comes out of the challenge; the reward is excellence in the work. FOR EASY APPLICATION USE OUR CAREER SITE LOCATED ON ************************* OR SEND YOUR RESUME'S, BIOS, AND SALARY EXPECTATION / RATES TO ***********************. ONLY CANDIDATES WITH REQUIRED CRITERIA ARE CONSIDERED. Be sure to place the job reference code in the subject line of your email. Be sure to include your name, address, telephone number, total compensation package, employment history, and educational credentials.
    $67k-116k yearly est. Easy Apply 60d+ ago
  • New Business Specialist, Detroit

    Draftkings 4.0company rating

    Remote business taxes specialist job

    At DraftKings, AI is becoming an integral part of both our present and future, powering how work gets done today, guiding smarter decisions, and sparking bold ideas. It's transforming how we enhance customer experiences, streamline operations, and unlock new possibilities. Our teams are energized by innovation and readily embrace emerging technology. We're not waiting for the future to arrive. We're shaping it, one bold step at a time. To those who see AI as a driver of progress, come build the future together. The Crown Is Yours As a VIP New Business Specialist, you'll streamline and enhance our onboarding and acquisition of our high-value players. You'll be a part of a team that prospects and sources to build relationships and continuously engage your customers. On this team, you'll optimize our VIP engagement strategy and understand the true needs of our players to foster long-term loyalty. What you'll do as a VIP New Business Specialist Actively prospect, attract, and develop new VIP players in your region. Ideate, create, and execute regional DraftKings Player Acquisition events. Implement a localized go-to-market strategy and develop VIP acquisition events, promotions, and offers. Manage and monitor the implementation of the business plan to achieve planned revenue and profits. Contribute to net revenue, process, and compliance initiatives while executing against all VIP policies and guidelines including responsible gaming policies. Create a Player experience that will drive high levels of brand advocacy. What you'll bring Bachelor's degree in a related field and at least 3 years of Sales or Business Development experience with high-value accounts. Experience managing a book of high-value accounts with preferred pre-existing customer relationships. Comfort working in a fast-paced, highly collaborative, and entrepreneurial environment. Willingness to travel and work nights and weekends. Must be able to obtain and maintain required State Gaming Licenses. This is a commission-based position. Total compensation details will be discussed during the interview process. #LI-AS1 Join Our Team We're a publicly traded (NASDAQ: DKNG) technology company headquartered in Boston. As a regulated gaming company, you may be required to obtain a gaming license issued by the appropriate state agency as a condition of employment. Don't worry, we'll guide you through the process if this is relevant to your role. The US base salary range for this full-time position is 90,000.00 USD - 90,000.00 USD, plus bonus, equity, and benefits as applicable. Our ranges are determined by role, level, and location. The compensation information displayed on each job posting reflects the range for new hire pay rates for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific pay range and how that was determined during the hiring process. 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 law shall be subject to criminal penalties and civil liability.
    $41k-65k yearly est. Auto-Apply 37d ago
  • Business Specialist with Healthcare Background

    Seckel Region

    Remote business taxes specialist job

    Benefits: 401(k) 401(k) matching Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Healthcare Expertise into Financial Services with the Seckel Region - Modern Woodmen of America! Leverage Your Healthcare Background for a Rewarding Career: Build Direct Client Relationships: Professionals from healthcare-whether it's pharma, medical sales, or clinical roles-are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries. Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it's helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives. Unlimited Growth Potential: As healthcare professionals understand the complexities of life's important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career. A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape. About Modern Woodmen of America:Founded in 1883 by Joseph Cullen Root, Modern Woodmen of America is the nation's third-largest fraternal benefit society in terms of assets. The organization is rooted in the concept of fraternalism, combining business with giving back to the community. With over 700,000 members, Modern Woodmen is dedicated to providing financial security, promoting quality family life, and making a positive impact in local communities. Meet Our Leaders: Lori Seckel: Lori is a Regional Director with Modern Woodmen and has been with the organization since 2002. She graduated from The Ohio State University with a degree in education before starting her career with MWA. Lori loves spending time at the lake with her husband and two kids, and her hobbies are whatever activities her children are currently involved in. Brian Souder: Brian is a Managing Partner with Modern Woodmen and has been with the organization since 2012. Prior to joining MWA, he worked as an HR and Safety Director. Outside of work, Brian enjoys spending time with his wife and their four active boys. He has a passion for cooking and chess, and he and his family are proud season ticket holders for the Columbus Crew. Melissa Okulich: Melissa joined Modern Woodmen as a Managing Partner in 2024, bringing with her a decade of industry experience since 2014. In her free time, Melissa enjoys outdoor activities, painting, and spending time with her husband and four kids. She's also an enthusiastic fan of the Ohio State Buckeyes. Benefits: Competitive compensation range Opportunity for personal and professional growth Fraternal programs and activities to enhance quality family life Involvement in local volunteer projects and community impact Supportive and open communication culture Target Achievement: Meet or exceed business development goals Qualifications: Team-Oriented Enthusiastic Positive Attitude Self-Starter Community-Focused Coachable Athletic Background (bonus) Military Background (bonus) Goal-Driven Willingness to Obtain State Insurance License College Degree (preferred, not required) Role Responsibilities: Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage. Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly. Networking: Build and maintain a network of client members through referrals, networking events, and community engagement. Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills. Deadline: Apply soon as this position will go fast. Flexible work from home options available. Compensation: $93,500.00 - $133,000.00 per year
    $93.5k-133k yearly Auto-Apply 22d ago
  • Business Liaison/ Business Engagement Specialist (SSA Ticket to Work Program)

    Cybermedia Technologies

    Remote business taxes specialist job

    CTEC is a leading technology firm that provides modernization, digital transformation, and application development services to the U.S. Federal Government. Headquartered in McLean, VA, CTEC has over 300 team members working on mission-critical systems and projects for agencies such as the Department of Homeland Security, Internal Revenue Service, and the Office of Personnel Management. The work we do effects millions of U.S. citizens daily as they interact with the systems we build. Our best-in-class commercial solutions, modified for our customers' bespoke mission requirements, are enabling this future every day. The Company has experienced rapid growth over the past 3 years and recently received a strategic investment from Main Street Capital Corporation (NYSE: MAIN). In addition to our recent growth in Federal Civilian agencies, we are seeking to expand our capabilities in cloud development and footprint in national-security focused agencies within the Department of Defense and U.S. Intelligence Community. We are seeking to hire a Business Liaison/ Business Engagement Specialist (SSA Ticket to Work Program) to our team! Join Us in Empowering Lives Through SSA's Employment Support Initiatives Are you passionate about making a meaningful difference in people's lives? The Social Security Administration (SSA) is committed to helping individuals with disabilities achieve greater independence through employment. By joining our team, you'll play a vital role in supporting this impactful mission-helping people unlock their potential, build confidence, and create brighter futures. If you're driven by purpose and inspired by the chance to make a lasting impact, we invite you to be part of a program that changes lives every day. The Business Liaison will play a key role in supporting the EN Service Manager in all aspects of recruiting for the EN program, including the planning and execution of recruiting efforts, events, and initiatives. This position requires a skilled recruiting professional with a strong background in workforce acquisition, event coordination, and candidate management. The EN Recruiter will serve as a critical interface between candidates, hiring managers, and the EN Service Manager, ensuring that recruiting activities are executed efficiently and align with organizational goals and compliance requirements. Position Summary The Business Liaison is a key member of the Employer Network (EN) team supporting the Social Security Administration (SSA) Ticket to Work (TTW) Program. This pivotal role serves as the bridge between employers and qualified job seekers with disabilities (Ticket Holders), driving the recruitment, engagement, and stewardship of private and public sector employers. The Business Liaison champions inclusive hiring, provides technical support on program benefits and compliance, and oversees a full lifecycle of employer relationship management to advance competitive, integrated employment for SSA beneficiaries. Key Responsibilities • Employer Recruitment & Onboarding • Proactively identify and recruit employers for the EN, onboarding them to the SSA TTW program and supporting initial implementation. • Introduce new partners to EN policies, onboarding documentation, and ongoing support provisions. • Outreach & Relationship Development • Lead outreach campaigns and conduct high-level relationship building with businesses, HR leaders, diversity officers, workforce organizations, and industry groups. • Represent the EN and SSA TTW at professional events, job fairs, industry forums, and community workforce initiatives. Employer Education & Training • Provide tailored education on the business case for hiring individuals with disabilities, clarify Ticket to Work program incentives, and instruct on available state/federal supports (e.g., WOTC, OJT). • Train employer contacts on compliance requirements, EN documentation, and data privacy standards. • Collaboration & Job Matching • Work collaboratively with EN internal staff, vocational rehabilitation agencies, and referral sources to facilitate candidate referrals, interviews, and job offers. • Leverage CRM and case management tools to streamline and document job matching procedures. • Ongoing Employer Support & Account Management • Serve as principal advisor and trusted point of contact for all EN employer partners-resolving inquiries, escalating complex concerns, and upholding SSA/EN compliance. • Facilitate employer retention initiatives through continuous engagement, satisfaction surveys, and periodic check-ins. • Data Management & Compliance • Maintain a secure, up-to-date employer database; log all engagement actions and ensure records support programmatic audits and outcome analysis. • Comply with all EN and SSA policies for data security, privacy (including PII/PHI considerations), and reporting. • Resource Development & Event Planning • Develop, customize, and present outreach materials, digital toolkits, webinars/training modules, and status reports that highlight engagement impact and share program knowledge. • Organize employer roundtables, workshops, and panel discussions-facilitating best practice sharing across sectors. • Continuous Quality Assurance & Program Improvement • Regularly review national and state disability employment trends, federal guidance (e.g., ADA, WIOA), and employer feedback to refine strategies. • Recommend enhancements to business engagement approaches, leveraging performance data to inform decisions. Required Qualifications • Bachelor's degree in Business, Human Resources, Vocational Rehabilitation, Workforce Development, or a related field (or an equivalent combination of education and work experience). • At least two (2) years' direct experience in employer engagement, business development, workforce development, human resources, disability employment, or related field. • Demonstrated knowledge of the SSA Ticket to Work program, Employer Networks (ENs), or state/federal vocational rehabilitation programs is highly preferred. • Strong public speaking, presentation, communication, and documentation skills. • Proven ability to network, influence, and build lasting partnerships with diverse business leaders and employer groups. • Proficiency in CRM, case management, and/or outreach tracking software; experience with virtual platforms (e.g., Teams, Zoom) for remote engagement. • Experience working independently and within cross-functional teams to achieve business outcomes and goals. • Commitment to confidentiality, data security, and ethical practice. Preferred Skills & Competencies • Knowledge of federal and state disability hiring incentives (WOTC, OJT, etc.), and experience in counseling employers on financial advantages and legal compliance. • Solid understanding of the Americans with Disabilities Act (ADA), reasonable accommodation processes, and workplace accessibility best practices. • Experience collaborating with American Job Centers, Workforce Development Boards, and/or state vocational rehabilitation agencies. • Familiarity with employment metrics-analyzing business engagement and placement data to identify trends and improvement opportunities. • Multicultural awareness and the ability to build inclusive engagement strategies for employers of varying size, industry, and geographic reach. • Experience in developing partnerships with federal contractors and aligning recruitment with Office of Federal Contract Compliance Programs (OFCCP) requirements. Clearance requirements: Must be a US Citizen and able to obtain and maintain a SSA Public Trust clearance If you are looking for a fun and challenging environment with talented, motivated people to work with, CTEC is the right place for you. In addition to employee salary, we offer an array of employee benefits including: Paid vacation & Sick leave Health insurance coverage Career training Performance bonus programs 401K contribution & Employer Match 11 Federal Holidays
    $56k-95k yearly est. Auto-Apply 60d+ ago
  • Payroll Tax Specialist

    Restaurant365 3.9company rating

    Remote business taxes specialist job

    Restaurant365 is a SaaS company disrupting the restaurant industry! Our cloud-based platform provides a unique, centralized solution for accounting and back-office operations for restaurants. Restaurant365's culture is focused on empowering team members to produce top-notch results while elevating their skills. We're constantly evolving and improving to make sure we are and always will be “Best in Class” ... and we want that for you too! The Payroll Tax Specialist will be responsible for ensuring accurate and timely tax payments and filings are completed for our clients. This includes but is not limited to preparing, reviewing, and filing various tax returns while collaborating with both external and internal stakeholders. How you'll add value: Research, reconcile and prepare tax returns and payments for federal, state, local jurisdictions. Create and reconcile journal entries for state and local tax payments. Generate and complete EFTPS Batch Processor payments to the IRS. Setup and maintain portal access for various jurisdictions as needed. Maintain client ID numbers, rates, and deposit frequencies. Research payroll tax issues raised by internal stakeholders and customers and provide timely resolutions. Create and file amended returns as needed. Identify and resolve root cause discrepancies and recommend process improvements to reduce tax issues and improve filing efficiencies. What you'll need to be successful in this role: 2+years of payroll tax filing experience. Demonstrated working knowledge of U.S. local, state, and federal payroll tax laws, regulations, and compliance requirements to ensure product and services are compliant. Experience using QuickBooks or a similar accounting platform. Attention to detail and strong organizational and work prioritization skills. Knowledge and experience in the SaaS / Software industry preferred, but not required. Advanced demonstrated knowledge of Microsoft Excel and tax and payroll systems and how they operate. Ability to work with company executives to understand the company's business needs and strategy. Excellent written/verbal communication skills. Must be able to maintain confidentiality and use upmost discretion when accessing sensitive information. Able to meet and exceed strict deadlines while handling high volume of clients. R365 Team Member Benefits & Compensation This position has a salary range of $33.65-$47.12/hour. The above range represents the expected salary range for this position. The actual salary may vary based upon several factors, including, but not limited to, relevant skills/experience, time in the role, business line, and geographic location. Restaurant365 focuses on equitable pay for our team and aims for transparency with our pay practices. Comprehensive medical benefits, 100% paid for employee 401k + matching Equity Option Grant Unlimited PTO + Company holidays Wellness initiatives #BI-RemoteDYN365, Inc d/b/a Restaurant365 is an equal opportunity employer.
    $33.7-47.1 hourly Auto-Apply 60d+ ago
  • Tax Specialist

    Tax Alchemy

    Remote business taxes specialist job

    Job DescriptionDescriptionWe are looking for a proactive and technically sharp Tax Specialist to develop individual tax plans for clients as part of our strategic wealth planning services. The successful candidate will possess expertise in business and personal tax, finance, bookkeeping, investments, and tax planning strategies. A key responsibility will be the ability to synthesize complex client data to create comprehensive tax plans, which serve as a primary client deliverable. This position will collaborate with other members of the Tax Advisory team, reporting to the Senior Tax Strategist. Minimum Qualifications 2-5 years of experience in tax preparation, tax accounting, tax consulting, or tax planning with a focus on high net worth individuals and/or entrepreneurial businesses Bachelor's degree in Accounting, Finance or a related field Advanced qualification (e.g. EA, CPA) in progress is a plus, completion is preferred Advanced proficiency with efficiency, workflow, communication, and tax preparation software (G-Suite, Slack, CS Planner, UltraTax, CRM platforms, etc.) Knowledge of corporate and personal tax planning strategies Key Responsibilities Build, execute, and document individual tax plans for high net worth clients and business owners Draft technical memoranda (e.g. entity flow charts) and internal documentation (e.g. progress reports) to formally record and support tax strategies for review Assist in the review of complex individual and business tax returns to ensure planning strategies have been implemented Conduct tax research on federal, state, and local issues using professional tax software, summarizing conclusions clearly for review and client guidance Organize and manage the lifecycle of planning projects, tracking deliverables, and ensuring all deadlines are met Communicate effectively with clients in calls, guidance sessions, and Slack channels, presenting information clearly and concisely Actively participate in continuous professional education to maintain technical expertise and stay current with legislative changes Contribute to the development and refinement of departmental best practices and efficient workflows, particularly in the organization of client data and internal documentation Skills, Knowledge and Expertise Demonstrated ability to approach complex client challenges holistically, designing comprehensive, forward-thinking solutions Exceptional ability to manage and prioritize multiple planning engagements and organize voluminous client documentation Meticulous commitment to accuracy and precision in all research, calculations, and document drafting, minimizing errors in strategy execution and final client deliverables Strong written and verbal communication skills; ability to articulate technical concepts clearly to colleagues and clients Demonstrated ability to work effectively and collaboratively with internal and external teams to ensure smooth process execution Proven skill in executing complex calculations, building clear financial projections, and synthesizing tax law into actionable advice Maintains the highest ethical standards and a proven ability to handle sensitive client financial information with complete confidentiality Benefits Remote work Medical, dental, vision, life, and voluntary life insurance 401(k) with company match Paid vacation and sick days Paid holidays Continuing education Teambuilding events
    $50k-81k yearly est. 16d ago
  • Seed Business Specialist

    Wilbur-Ellis 4.6company rating

    Remote business taxes specialist job

    Investing in You, join a 100-year-old, family-owned leader in Ag - and grow with us! Wilbur-Ellis invests heavily in our employees by offering skill development and training, competitive compensation and benefits, and a tradition of promoting from within for a broad range of career opportunities. And we foster a supportive, people-first work environment. “We know the confidence gap can get in the way of meeting spectacular candidates, so please don't hesitate to apply - we'd love to hear from you.” Role Overview: A Seed Service Specialist is responsible for supporting the sales strategies of proprietary seed products as well as preferred national supplier brands of corn, soybeans, cotton, alfalfa and cover crops. The Seed Service Specialist will support the Seed Director and Seed Operations Manager in executing various seed strategies to the seed sales teams and areas. A Sample of What You'll Do in this Role: Provide support and focus on the overall seed and seed treatment business across the preferred supplier brand and defined area. Support the sales team with logistics and inventory management for preferred seed partners within defined sales areas in season. Manage and track replant and return programs from preferred seed partners within defined area. Assist in developing market opportunities by working with the sales team and individual sales managers to establish volume, profit and market share goals. Manage and track preferred seed partners seed sales program funding and marketing within defined area. Provide support for Seed Sales Representatives and Seed Dealers selling efforts within defined area. Support preferred seed partners data entries into internal sales ordering platform. Support the sales team to meet sales and profit objectives. Maintain a thorough agronomic and technical knowledge of proprietary products and services to support some customer complaints and work to resolve them. Suggest improvements or alternative tactics to help achieve seed goals. What You Bring to this Role: Knowledge of corn, soybean, sorghum and alfalfa production is desired. Knowledge of environmental, regulatory, and stewardship requirements for the various technology products. Strong operational and administrative background with good working knowledge of systems and standard industry practices. Solid communication and people management skills. Demonstrated skill in coordinating field input into the business planning and execution process. Knowledge of computer software and internet to generate reports and inventory data. Bachelor's degree in Agricultural Business or related fields preferred What Makes You a Great Fit: You have exceptional follow through skills and both written and verbal communication You build and maintain strong relationships with seed sales team, customers and key market influencers and work effectively within a team environment You understand the needs and values of the seed sales teams and know how to develop solutions to meet objectives You're results driven, overcome obstacles, and find creative solutions You work in and adapt to a rapidly changing business environment. Compensation and Benefits: In compliance with all states and cities requiring transparency of pay, the base compensation for this position ranges from $58,200-$77,540. Note that salary may vary based on location, skills, and experience. This position is eligible for an annual discretionary bonus and vacation, holidays, health, dental, vision, mental health, and retirement plan participation, including an employer contribution of up to 7% into your 401(k). Follow this link for more information regarding Wilbur-Ellis employee benefits: ************************* Please note that salary ranges provided for this role on external job boards are salary estimates made by outside parties and may not be accurate. Our Commitment to Diversity & Inclusion: Diversity of people, cultures, opinions, and ideas makes us all stronger. From leadership commitment to employee buy-in, we know that creating an inclusive environment and providing opportunities for all employees to reach their full potential is a shared responsibility. Wilbur-Ellis is a company you can be proud to call your employer Wilbur-Ellis markets and distributes agricultural products, animal feed specialty chemicals, and food ingredients. A privately held and consistently profitable company, we employ more than 4,000 people throughout North America and Asia-Pacific. Wilbur-Ellis is for and about people Wilbur-Ellis has enjoyed over 100 years of success and growth, all thanks to our people. Our employees are both leaders and team players who thrive on creativity, entrepreneurial spirit, and a dedication to quality work, our customers, and each other. Wilbur-Ellis invests in the industry's best workforce Wilbur-Ellis invests heavily in our employees by offering skill development and training, competitive compensation and benefits, and a tradition of promoting from within for a broad range of career opportunities. And we foster a supportive, people-first work environment. Follow our career social media accounts! Instagram: IG • TikTok: TikTok • Facebook: FB • LinkedIn: LinkedIn
    $58.2k-77.5k yearly Auto-Apply 14d ago
  • Specialist, Business Insights

    Nationwide 4.5company rating

    Business taxes specialist job in Columbus, OH

    Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide, "on your side" goes beyond just words. Our customers and partners are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. To be successful in this role, the applicant will need to be highly proficient in accessing and transforming data. Applicants will work with a wide variety of stakeholders and will need excellent communication skills. You will be expected to leverage your skills and experience, not simply be an order taker who executes specific tasks as prescribed. Key tools for this role are SQL, Snowflake, Dataiku, Power BI/Tableau. This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program. It is our intention to fill this role in Columbus, OH. The hired associate must reside within 35 miles of One Nationwide Plaza, Columbus OH, 43215. However, on occasion, applications from internal candidates working remotely who bring critical industry skills and relevant experience may be considered. This position will be hired on a SuccessFlex basis. The hired associate will be required to come into the office 3 days per week, according to the department's current hybrid schedule. Internal Compensation Grade: F4 #LI-KD1 Summary We are a versatile group of individuals, working together to meet the needs of our customers. We value knowledge, analytical aptitude and collaboration. If you thrive in a busy, engaging work environment, we want to know more about you! As a Specialist, Business Insights, you'll extract and manipulate internal and external data through R/SAS/SQL/Python, perform diagnostic and inferential analysis, and communicate actionable insights to business partners. You'll also work with business partners to determine data and information needs to aid the business with decision making and build statistical and visual solutions using sophisticated business intelligence tools. And you may serve as a lead to others for information and data needs. Your focus will be to maximize the insight gained from internal and external data, ensuring that business partners are making decisions in an optimally informed way. Job Description Key Responsibilities: * Functions as the specialist in data extraction from databases, tables, data warehouses and other sources through R/SAS/SQL/Python. Develops, produces, and maintains inferential, statistical, ad hoc and custom analyses and modeling for functional business areas. May use various data access tools to pull information for reports and solutions. * Builds and maintains relationships and serves as a trusted financial and operational measurement resource to clients, internal risk partners and other stakeholders. * Creates and presents financial and operational results. Ensures that insights are action oriented. May develop new statistical and visual solutions for relevant insights. * Consults with business partners to understand, align and deliver work that supports business objectives and priorities. * Leverages statistical inferencing when conducting analysis. Communicates significance in findings when working with business partners. May build business intelligence applications using statistical, database and/or general programming languages and tools. * May assist other associates with preparation of reports and use of information systems, software and related sources of information and may train other users on report preparation and data base access. * Serves as a single point of contact and consultant for business areas for the intake and prioritization of data, reporting, analysis, and advanced statistical work. * Leads and serves as a main point of contact for projects. Monitors, reviews and analyzes the external environment to support the research and analysis done with data extracted from internal sources. Presents and discusses these findings with customers. May perform other responsibilities as assigned. Reporting Relationships: Reports to Manager/Director and does not have direct reports. Typical Skills and Experiences: Education:Undergraduate studies in data or business analytics, computer science, management information, business, mathematics or related field with post-graduate studies preferred Experience: Six or more years of related experience with data extraction, data manipulation, data visualization analysis, and problem solving; working with large database. Professional experience in insurance, financial services, or a related industry preferred. Knowledge, Abilities and Skills: In-depth knowledge of business policies and procedures, customer service concepts and practices. In-depth understanding of and working knowledge to build data visualization and business intelligence tools. Strong communication skills to interact with others. Ability to understand business processes and the data produced by them. Understanding of functional and operational measurement needs, analyze data requests and interpret business problems into solutions. Ability to work under tight time constraints. Capable of developing distinctive and understandable data visualizations. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resources Business Partner. Values: Regularly and consistently demonstrates the Nationwide Values. Job Conditions: Overtime Eligibility: Not Eligible (Exempt) Working Conditions: Normal office environment. Occasional travel, nonstandard or extended work may be required based on project needs. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Benefits We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here. Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule. The national salary range for Specialist, Business Insights : $88,000.00-$164,000.00 The expected starting salary range for Specialist, Business Insights : $88,000.00 - $132,000.00
    $53k-66k yearly est. Auto-Apply 16d ago
  • Business Specialist with Healthcare Background

    Seckel Region-Modern Woodmen of America

    Remote business taxes specialist job

    Job DescriptionBenefits: 401(k) 401(k) matching Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Healthcare Expertise into Financial Services with the Seckel Region Modern Woodmen of America! Leverage Your Healthcare Background for a Rewarding Career: Build Direct Client Relationships: Professionals from healthcarewhether it's pharma, medical sales, or clinical rolesare drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries. Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether its helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives. Unlimited Growth Potential: As healthcare professionals understand the complexities of lifes important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career. A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape. About Modern Woodmen of America: Founded in 1883 by Joseph Cullen Root, Modern Woodmen of America is the nation's third-largest fraternal benefit society in terms of assets. The organization is rooted in the concept of fraternalism, combining business with giving back to the community. With over 700,000 members, Modern Woodmen is dedicated to providing financial security, promoting quality family life, and making a positive impact in local communities. Meet Our Leaders: Lori Seckel: Lori is a Regional Director with Modern Woodmen and has been with the organization since 2002. She graduated from The Ohio State University with a degree in education before starting her career with MWA. Lori loves spending time at the lake with her husband and two kids, and her hobbies are whatever activities her children are currently involved in. Brian Souder: Brian is a Managing Partner with Modern Woodmen and has been with the organization since 2012. Prior to joining MWA, he worked as an HR and Safety Director. Outside of work, Brian enjoys spending time with his wife and their four active boys. He has a passion for cooking and chess, and he and his family are proud season ticket holders for the Columbus Crew. Melissa Okulich: Melissa joined Modern Woodmen as a Managing Partner in 2024, bringing with her a decade of industry experience since 2014. In her free time, Melissa enjoys outdoor activities, painting, and spending time with her husband and four kids. Shes also an enthusiastic fan of the Ohio State Buckeyes. Benefits: Competitive compensation range Opportunity for personal and professional growth Fraternal programs and activities to enhance quality family life Involvement in local volunteer projects and community impact Supportive and open communication culture Target Achievement: Meet or exceed business development goals Qualifications: Team-Oriented Enthusiastic Positive Attitude Self-Starter Community-Focused Coachable Athletic Background (bonus) Military Background (bonus) Goal-Driven Willingness to Obtain State Insurance License College Degree (preferred, not required) Role Responsibilities: Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage. Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly. Networking: Build and maintain a network of client members through referrals, networking events, and community engagement. Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills. Deadline: Apply soon as this position will go fast. Flexible work from home options available.
    $49k-85k yearly est. 24d ago
  • Digital Business Specialist - Data Licensing Manager (f/m/d)

    Cariad

    Remote business taxes specialist job

    We are CARIAD, the automotive software company of the Volkswagen Group. Our teams build automotive software platforms and digital customer functions for iconic brands like Audi, Volkswagen, and Porsche - supporting the Volkswagen Group in becoming the leading automotive technology company. With CARIDIANS in Germany, the USA, China, Estonia, and India, we are transforming automotive mobility for everyone. Join us and be part of this exciting journey! YOUR TEAM We are Volkswagen Group Info Service AG, the central interface to mobility data by multiple Volkswagen Group brands. As an independent legal entity, the Volkswagen Group Info Services AG is the creator and home of the Data Hub. With insights from various data sources, Volkswagen Group Info Services AG shapes services and products, and thus lays the foundation for the commercial data business generating new revenue streams through licensing of data products. Volkswagen Group Info Services AG acts as trusted partner for the Volkswagen Group. Volkswagen Group Info Service AG is powered by a growing team of experts dedicated to developing and delivering data-driven solutions driving innovation forward. You'll be working with CARIAD SE on behalf of VW GIS, contributing to the next big leap in the data industry. Learn more about Volkswagen Group Info Services AG: ***************************** We are looking for a professional who drives commercial success and operational excellence across the entire data-licensing lifecycle. In this role, you will manage lead generation, sales enablement, tender participation, and contract execution to ensure that data-driven opportunities translate into sustainable revenue. You will streamline processes, secure compliant contracts, and foster close collaboration with Sales, Legal, and cross-functional teams - enabling growth, transparency, and a high level of customer satisfaction across all licensing activities. WHAT YOU WILL DO * Manage the end-to-end lead process from generation to qualified handover, ensuring data quality, structured scoring, and seamless coordination with sales owners * Steer and optimize all administrative, data quality, and documentation processes to enable seamless sales operations, ensure accurate Salesforce data, and maintain effective reporting and alignment between Team Poznan and Sales * Lead and support tender processes by aligning bids with customer strategy, standardizing procedures, and developing pricing and product bundling tools to enhance competitiveness * Manage the full contract lifecycle, from drafting and legal coordination to negotiation, risk assessment, and customer-facing updates or extensions * Handle contract negotiations professionally, including drafting, coordination with Legal, and customer discussions, while assessing risks and managing updates, amendments, and extensions WHO YOU ARE * 5+ of experience in Sales Operations, Commercial Operations, Bid/Tender Management, or Contract Management * Background in B2B environments, ideally with data, digital, or subscription-based products * Proven ability to manage lead funnels, tender processes, or contract workflows. Experience with tender platforms, data licensing, or automotive data * Good / very good understanding of contract law principles and GDPR * Strong CRM skills (preferably Salesforce) and solid understanding of commercial processes * Ability to prepare bids, pricing structures, and customer-facing documents * Good contract comprehension and experience coordinating with Legal * Strong analytical thinking, process orientation, and documentation skills * Proficiency in MS Office (Excel, PowerPoint) * Reliable, detail-oriented, and structured way of working * Strong communication skills and ability to collaborate across teams * Hands-on, can-do attitude with a focus on efficiency and customer value * Very good German and English skills NICE TO KNOW * Remote work options * Temporary work from abroad in selected countries * Flextime / optional working hours * Company pension plan * Annual professional development * Sabbatical option up to 6 months * 30 days paid + 10 days unpaid leave * Possibility for VW Group car leasing * If you have further questions about the candidate journey at CARIAD, please contact us: careers@cariad.technology At CARIAD, we embrace individuality and diversity because we believe our differences make us stronger. We actively seek to build teams with a variety of backgrounds, perspectives, and experiences. Our goal is to create an environment where everyone feels valued and empowered to contribute. If you need assistance with your application due to a disability, please reach out to us at careers@cariad.technology - we are happy to support you.
    $54k-87k yearly est. 33d ago
  • Operations Tax Specialist (REMOTE)

    AXA Equitable Holdings, Inc.

    Remote business taxes specialist job

    At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential? As an Operations Tax Specialist, the candidate will work closely with Management to transform the tax operations functions from manual and reactive to automated, data-driven, and strategically aligned. The candidate will act as a trusted advisor to management, proactively identifying strategic priorities and communicating risks, opportunities, and progress. Some key initiatives and responsibilities include but are not limited to: Process Transformation * Map and analyze current tax data/processes to identify high-risk manual points and compliance risks. * Lead initiatives to improve workflows and implement data-driven solutions. * Evaluate current system capabilities and IRS compliance gaps. * Collaborate on the implementation of SOPs, templates, and workflows ensuring consistency across all business lines. Compliance & Risk Management * Track penalty exposure metrics and recommend mitigation strategies. * Participate in control reviews and execute process improvement projects. * Research and apply IRS updates and annual tax regulations to internal workflows. * Formally document end to end tax processes and build centralized knowledge repositories. Stakeholder Engagement * Act as a liaison between management and internal teams to resolve tax-related issues and mitigate negative downstream impact. * Provide timely escalation and feedback on tax matters. * Support strategic planning through data-driven tax insights. * Work with third party vendors and other stakeholders to gather data and/or complete tasks. Continuous Improvement & Training * Embed framework that supports ongoing process enhancement for tax operations. * Maintain a log of metrics for areas of improvement and achievements. * Support training for new processes and IRS updates to include but not limited to sharing knowledge and cross training. The base salary range for this position is $69,000 - $78,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program Required Qualifications: * Understanding of IRS tax forms and their purpose. * Intermediate to advanced Excel knowledge. * Resourcefulness, familiarity with the IRS website, tax laws, and publication 1220. * Analytical and critical thinking to interpret patterns and risks. * Adaptability to new technology and processes. Preferred Qualifications: * Familiarity with Power BI and/or Tableau. * Experience using tax reporting software (e.g. SOVOS). * Ability to explain complex tax concepts and requirements to non-tax professionals. * Experience and familiarity with Equitable products and systems, * A "can do!' attitude. Ability to think outside the box. * Clear written and verbal communication. * Detailed-oriented and deadline driven. * Proactive problem-solving and accountability. * Interpersonal and cross-functional collaboration skills. * Customer-service mindset. * Coachable, open to constructive criticism. * Works well under pressure. Profound sense of urgency. Skills: Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems. Customer Support Function: Knowledge of the major responsibilities, accountabilities, and overall organization of the customer support function or department; ability to properly support customer inquiries and bring problems to a timely resolution. Customer Support Operations: Knowledge of customer support techniques, tools, technologies, and best practices; ability to utilize all aspects of customer support operations to manage a call center. Customer Support Systems: Knowledge of principles and techniques used in customer support and ability to use applications, hardware, software, networking, and the applications environment used for customer support. Customer Support: Trends and Directions: Knowledge of the marketplace and new developments in customer support; ability to predict trends related to the Customer Call Center or Support function. Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations. Process Improvement: Understanding and insight into evaluating current product quality and production methods and ability to maintains focus on the continuous improvement of processes, products and services. Regulatory Environment - Financial Services: Knowledge of regulatory environment; ability to help an organization comply with regulations at the federal, state and local level and follow the organization-specific policies and guidelines, affecting business practices. Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion. Strategic Thinking: Knowledge of the importance of "big picture" thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization. ABOUT EQUITABLE At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at ************** or email us at *******************************.
    $69k-78k yearly 30d ago
  • Operations Tax Specialist (REMOTE)

    EQH

    Remote business taxes specialist job

    Required Qualifications: Understanding of IRS tax forms and their purpose. Intermediate to advanced Excel knowledge. Resourcefulness, familiarity with the IRS website, tax laws, and publication 1220. Analytical and critical thinking to interpret patterns and risks. Adaptability to new technology and processes. Preferred Qualifications: Familiarity with Power BI and/or Tableau. Experience using tax reporting software (e.g. SOVOS). Ability to explain complex tax concepts and requirements to non-tax professionals. Experience and familiarity with Equitable products and systems, A “can do!' attitude. Ability to think outside the box. Clear written and verbal communication. Detailed-oriented and deadline driven. Proactive problem-solving and accountability. Interpersonal and cross-functional collaboration skills. Customer-service mindset. Coachable, open to constructive criticism. Works well under pressure. Profound sense of urgency. Skills: Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems. Customer Support Function: Knowledge of the major responsibilities, accountabilities, and overall organization of the customer support function or department; ability to properly support customer inquiries and bring problems to a timely resolution. Customer Support Operations: Knowledge of customer support techniques, tools, technologies, and best practices; ability to utilize all aspects of customer support operations to manage a call center. Customer Support Systems: Knowledge of principles and techniques used in customer support and ability to use applications, hardware, software, networking, and the applications environment used for customer support. Customer Support\: Trends and Directions: Knowledge of the marketplace and new developments in customer support; ability to predict trends related to the Customer Call Center or Support function. Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations. Process Improvement: Understanding and insight into evaluating current product quality and production methods and ability to maintains focus on the continuous improvement of processes, products and services. Regulatory Environment - Financial Services: Knowledge of regulatory environment; ability to help an organization comply with regulations at the federal, state and local level and follow the organization-specific policies and guidelines, affecting business practices. Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion. Strategic Thinking: Knowledge of the importance of "big picture" thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization. ABOUT EQUITABLE At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. ********** Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE\: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at ************** or email us at *******************************. At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential? As an Operations Tax Specialist, the candidate will work closely with Management to transform the tax operations functions from manual and reactive to automated, data-driven, and strategically aligned. The candidate will act as a trusted advisor to management, proactively identifying strategic priorities and communicating risks, opportunities, and progress. Some key initiatives and responsibilities include but are not limited to: Process Transformation Map and analyze current tax data/processes to identify high-risk manual points and compliance risks. Lead initiatives to improve workflows and implement data-driven solutions. Evaluate current system capabilities and IRS compliance gaps. Collaborate on the implementation of SOPs, templates, and workflows ensuring consistency across all business lines. Compliance & Risk Management Track penalty exposure metrics and recommend mitigation strategies. Participate in control reviews and execute process improvement projects. Research and apply IRS updates and annual tax regulations to internal workflows. Formally document end to end tax processes and build centralized knowledge repositories. Stakeholder Engagement Act as a liaison between management and internal teams to resolve tax-related issues and mitigate negative downstream impact. Provide timely escalation and feedback on tax matters. Support strategic planning through data-driven tax insights. Work with third party vendors and other stakeholders to gather data and/or complete tasks. Continuous Improvement & Training Embed framework that supports ongoing process enhancement for tax operations. Maintain a log of metrics for areas of improvement and achievements. Support training for new processes and IRS updates to include but not limited to sharing knowledge and cross training. The base salary range for this position is $69,000 - $78,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits\: Equitable Total Rewards Program
    $69k-78k yearly Auto-Apply 29d ago
  • Sr. Tax Specialist-Work hard play hard environment-Remote

    Merito Group

    Remote business taxes specialist job

    Are you ready for an exciting new challenge in the world of tax? Do you thrive in a fast-paced, dynamic environment where no two days are the same? Do you value work life balance and does having up to 6 weeks of PTO excite you? Then, we have the perfect opportunity for you! Although this is a remote role, you will be expected to occasionally come onsite so living in the DC Metro Area is a requirement. We're seeking a Sr. Tax Specialist to take the lead on complex tax projects for a diverse range of clients consisting of high net worth individuals, professional service firms, real estate, government contractors, construction contractors, and nonprofit organizations. Qualifications: * 5+ years of experience in public accounting * Bachelor's degree in Accounting, Finance or other related business field * Strong written and verbal communication skills * Ability to mentor and train staff * Knowledge of various Tax Software including ProSystem Tax, ProSystem Engagement and BNA preferred Responsibilities: * Point of contact for all tax matters, including tax research analysis, tax return preparation, and IRS audits. * Managing client relationships * Mentor and manage staff If you believe your education and experience are in line with what we're looking for and you are motivated, ambitious, and seeking a new and exciting opportunity, please send me a Word version of your resume to ******************* along with the best times, date and number to reach you at.
    $42k-72k yearly est. Easy Apply 60d+ ago
  • TA and Business Dev Specialist - Commission Only

    The Employee Connect

    Remote business taxes specialist job

    Talent Acquisition Business Development Manager (Commission-Based) Pay: Commission-only, uncapped earning potential We are seeking an energetic and results-driven Talent Acquisition Business Development Manager to join our growing team. This is a commission-only opportunity, perfect for experienced business development professionals or recruiters who thrive on landing new clients and earning high commissions. With access to 6,000 high-intent leads, this role offers a significant earning potential for those ready to drive revenue. Description In this role, you will focus on driving business growth by acquiring new client contracts in need of recruitment services. You will leverage a large pool of high-intent leads to connect with businesses across various industries. Once a client contract is secured, our internal recruitment team will handle candidate placements, allowing you to concentrate on landing more deals. This position offers a lucrative commission structure with no upper limit on earnings. Must Haves/Requirements Proven experience in business development, recruitment, or staffing sales. Strong negotiation, communication, and relationship management skills. Self-motivated, goal-oriented, and comfortable working in a commission-only role. Highly organized with excellent time management skills. Ability to work independently and manage a large volume of leads effectively. Willing to Recruit as well, we value quality over quantity. Commission Structure We believe in rewarding success, and our tiered commission structure is designed to provide increasing rewards as you land more contracts: 20% commission on net revenue from placements for new clients up to $50,000 per quarter. 25% commission on net revenue between $50,001 and $100,000 per quarter. 30% commission on net revenue exceeding $100,000 per quarter. Example: If you land a new client contract and our internal team makes successful placements generating $75,000 in revenue during a quarter: You'll earn $10,000 on the first $50,000 (20%). Then, you'll earn $6,250 on the remaining $25,000 (25%). Total commission earned: $16,250. Commission Payout Timeline To ensure clarity and consistency, commission payouts will follow this schedule: Payouts will be made monthly, within 10 business days after the end of each month. Commission is based on net revenue received from clients (after any applicable refunds or discounts). A signed contract with the client and successful placements by our internal team must be completed before commissions are eligible for payout. Why Join Us? Uncapped Earning Potential: The more clients you bring in, the more you earn, with no upper limit. High-Intent Leads: You'll receive access to a database of 6,000 leads, giving you a head start in client acquisition. Remote Work & Flexibility: Work from anywhere and set your own schedule. Supportive Team: Our internal recruitment team will handle placements, allowing you to focus solely on business development. If you're ready to take control of your income and grow with a fast-paced recruitment agency, apply today
    $50k yearly 60d+ ago
  • Business Specialist II (Columbus/Dayton)

    First Financial Bancorp 4.2company rating

    Business taxes specialist job in Worthington, OH

    We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. Develops and maintains profitable small business banking relationships within the Consumer Bank by focusing on the holistic and long-term needs of business owners and their business. As a specialist and trusted advisor, responsibilities include identifying needs, recommending deposit, treasury, loan products, negotiating deposit and loan terms, coordinating loan approvals and closings, opening and managing deposit accounts, and referring clients to key partners within the company. In addition, the Business Specialist is tasked with developing core client relationships with existing clients and finding new opportunities for First Financial in the small business segment. Business Specialists manage an existing portfolio of clients, seeks opportunities to work with employees of clients, introduces client to partners as needed, and prospects for new clients through networking and external calling efforts with internal and external partners. Provide training, coaching, and guidance to assigned districts and banking centers to promote the development and growth in the small business segment.less than br>As part of the Consumer Bank, the Small Business Segment team is responsible for developing, defining, and executing the strategy that positions First Financial as ‘The' community bank for small business owners, their families, and employees. Responsible for attracting, retaining, and growing core client relationships by fostering a trusted business advisor relationship that leverages all that First Financial has to offer business clients.less than br>The Small Business Segment, Business Specialist I, reports into the Retail Bank and serves in multiple capacities. This individual contributor will work in a designated banking center, district and region, and will be held accountable for the following: less than br>Responsible for executing against and achieving the stated goals and objectives of the retail bank and consumer bank strategy, the Business Specialist will proactively engage in and pursue activities that support this effort, working directly with retail teams, district and region leadership, other segment specialists and advisors, and external partners. Essential Functions/Responsibilities Partner with Retail Banking leadership and Business Program Manager to execute against consumer bank strategies and objectives to attract, retain and grow core small business segment relationships, fulfill client's financial needs and provide a fIRST Class Client Experience. Develops and implements strategies/plans to engage districts and markets, establishes behaviors and routines to achieve success in the small business segment, achieving established individual production and growth goals, district and region goals and objectives. Responsibility to manage, deepen and grow client relationships with a primary focus on business relationships with credit and deposit exposure assigned to the small business segment. Initiate and maintain client and prospect contact through timely and relevant contact strategy, including but not limited to client interaction in the banking center, telemarketing, digital and/or participating in various activities and events outside of normal working hours. Establishes personal sales plans/strategies for assigned districts and region to achieve success in the small business space, leveraging and following up on leads and campaigns to deepen and win new core small business relationships, anchored with a small business checking account. Coordinates new loan origination requests, conducts loan closings, opens new Small Business Banking deposit account relationships, and takes on a holistic approach when discussing client needs by referring other Bank products and services as necessary throughout the bank. Supports Business Program Manager and Retail Leadership by consulting with other Small Business Bankers and Banking Center teams on challenging/complex situations with small business clients and working to identify new introductions and opportunities. Serves as a liaison and knowledge resource for financial center teams and associates with respect to small business products, services, promotions, program enhancement, etc. that impacts how we succeed in the small business segment. Assists program manager with providing leadership, feedback and guidance within the small business segment that leads to improving the program and long-term success in the small business segment within the assigned districts and region. Participates bank marketing and sales promotions focused on the small business segment, especially within the district and assigned region; contributes to initiatives and programs designed to promote organization's strategic priorities. Complies with all bank, loan and regulatory guidelines and policies, maintaining operational excellence with loans and deposits within the portfolio. Identify and develop the small business client segment book of business; provide in-market support and involvement in fostering client relationships and uncovering opportunities. Function as client's personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model. Participate and lead in the First Financial Bank Experience by being active in site center huddles, district and region meetings to support sales and service activities across the markets they serve. Consistently meet or exceed sales and referral goals as set by management, by effectively collaborating with lines of business in an effort to assist clients meet their dedicated financial needs. Provide coaching and feedback to the financial center teams in the referral and sales activities with a specific focus on the small business client segment. Hold periodic meetings with district and market leadership, as well as regional presidents and key stakeholders supporting the region and program, to align all resources around our plan and to prioritize actions. Create powerful strategic partnerships with internal and external partners to establish priorities and identify needs in the small business space within the communities we serve. Build relationships that will allow us to create opportunities for FFB to partner with organizations in the community to create plans, strategies, and tactics that serve the small businesses and owners. Leverage connections within the communities assigned to actively market campaigns, promotions, and products that are applicable to small businesses and their owners/employees. Accountable for performance of the district and region from a small business development perspective, and leadership of the local teams. This is accomplished through on-going coaching, development and performance management, development planning, on-going performance feedback and coaching on results. Be knowledgeable and proactive with assisting clients seeking an SBA loan with First Financial. Lead the process with clients, partnering with the SBA team and processors to properly service and work the SBA claims. Be involved with ensuring proper policies, procedures, servicing activities, and internal controls are being performed to the satisfaction of the SBA, as well as Risk Management. Time spent in activities will fluctuate as needed to support the achievement of the customer segment goals and objectives This role is also responsible for the adherence to all compliance and regulatory procedures. Including, but not limited to: BSA, Check 21, CIP, CRA, HMDA, Reg B, Reg D, Reg E, Reg CC, Truth in Savings, Privacy Compliance and the Patriot ActPartner with Retail Banking leadership and Business Program Manager to execute against consumer bank strategies and objectives to attract, retain and grow core small business segment relationships, fulfill client's financial needs and provide a fIRST Class Client Experience. Develops and implements strategies/plans to engage districts and markets, establishes behaviors and routines to achieve success in the small business segment, achieving established individual production and growth goals, district and region goals and objectives. Responsibility to manage, deepen and grow client relationships with a primary focus on business relationships with credit and deposit exposure assigned to the small business segment. Initiate and maintain client and prospect contact through timely and relevant contact strategy, including but not limited to client interaction in the banking center, telemarketing, digital and/or participating in various activities and events outside of normal working hours. Establishes personal sales plans/strategies for assigned districts and region to achieve success in the small business space, leveraging and following up on leads and campaigns to deepen and win new core small business relationships, anchored with a small business checking account. Coordinates new loan origination requests, conducts loan closings, opens new Small Business Banking deposit account relationships, and takes on a holistic approach when discussing client needs by referring other Bank products and services as necessary throughout the bank. Supports Business Program Manager and Retail Leadership by consulting with other Small Business Bankers and Banking Center teams on challenging/complex situations with small business clients and working to identify new introductions and opportunities. Serves as a liaison and knowledge resource for financial center teams and associates with respect to small business products, services, promotions, program enhancement, etc. that impacts how we succeed in the small business segment. Assists program manager with providing leadership, feedback and guidance within the small business segment that leads to improving the program and long-term success in the small business segment within the assigned districts and region. Participates bank marketing and sales promotions focused on the small business segment, especially within the district and assigned region; contributes to initiatives and programs designed to promote organization's strategic priorities. Complies with all bank, loan and regulatory guidelines and policies, maintaining operational excellence with loans and deposits within the portfolio. Identify and develop the small business client segment book of business; provide in-market support and involvement in fostering client relationships and uncovering opportunities. Function as client's personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model. Participate and lead in the First Financial Bank Experience by being active in site center huddles, district and region meetings to support sales and service activities across the markets they serve. Consistently meet or exceed sales and referral goals as set by management, by effectively collaborating with lines of business in an effort to assist clients meet their dedicated financial needs. Provide coaching and feedback to the financial center teams in the referral and sales activities with a specific focus on the small business client segment. Hold periodic meetings with district and market leadership, as well as regional presidents and key stakeholders supporting the region and program, to align all resources around our plan and to prioritize actions. Create powerful strategic partnerships with internal and external partners to establish priorities and identify needs in the small business space within the communities we serve. Build relationships that will allow us to create opportunities for FFB to partner with organizations in the community to create plans, strategies, and tactics that serve the small businesses and owners. Leverage connections within the communities assigned to actively market campaigns, promotions, and products that are applicable to small businesses and their owners/employees. Accountable for performance of the district and region from a small business development perspective, and leadership of the local teams. This is accomplished through on-going coaching, development and performance management, development planning, on-going performance feedback and coaching on results. Be knowledgeable and proactive with assisting clients seeking an SBA loan with First Financial. Lead the process with clients, partnering with the SBA team and processors to properly service and work the SBA claims. Be involved with ensuring proper policies, procedures, servicing activities, and internal controls are being performed to the satisfaction of the SBA, as well as Risk Management. Time spent in activities will fluctuate as needed to support the achievement of the customer segment goals and objectives This role is also responsible for the adherence to all compliance and regulatory procedures. Including, but not limited to: BSA, Check 21, CIP, CRA, HMDA, Reg B, Reg D, Reg E, Reg CC, Truth in Savings, Privacy Compliance and the Patriot Act Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job 5-7 years client experience in Retail Banking and/or in the financial services industry with experience working with business owners. 5-7 years sales and service experience with previous success in achieving sales and service goals in retail environment or in a retail or business banking role within First Financial. Bachelor's Degree or equivalent experience combination of education and work experience in sales preferred. Familiarity with consumer and small business credit Demonstrated success with consultative, needs-based selling Experience working with senior levels of organizations with strategic planning and execution. Excellent interpersonal, verbal and written communication, organizational, managerial and project management skills. Well-developed customer relations skills; ability to influence without authority Ability to manage multiple tasks/projects and deadlines simultaneously. The ability to work well independently with limited direct supervision. Strong product knowledge related to consumer and commercial deposits, investments, consumer loans, business loans and treasury management. Demonstrated ability to work both independently and as part of a team. Preferred Knowledge and Skills Level of Complexity and Scope Degree of Independence and Decision-Making Required Supervisory Responsibilities Physical Requirements Compliance Statement The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. Development and Training Compensation Pay Range 74,000.00 - 98,000.00 Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide. Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions. It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E-Verify Employer.
    $40k-53k yearly est. Auto-Apply 15d ago
  • Fully Remote - Payroll Tax Specialist

    Solex HRC

    Remote business taxes specialist job

    The Payroll Tax Specialist is responsible for managing and ensuring compliance with federal, state, and local payroll tax filings, payments & regulations for the clients of the payroll service bureau. This role involves accurate calculation, reporting, and remittance of payroll taxes, as well as addressing any discrepancies or inquiries related to payroll processing. Typical Duties and Responsibilities Respond to inquiries from employers and government agencies regarding payroll tax matters. Assist with the registration of new state, local, and unemployment withholding taxes as necessary Calculate and process payroll taxes including federal, state, and local taxes. Maintain accurate payroll records and backup documentation to support all tax transactions. Prepare and file payroll tax returns and reports on a monthly and quarterly basis in a timely manner. Support Year End Procedures including the issuing of year-end tax documents and annual remittance reconciliation. Maintain up-to-date knowledge of payroll regulations and ensure compliance with local, state, and federal payroll laws. Collaborate with HR and finance teams to ensure accurate payroll processing. All other job-related duties as assigned. Education, Skills, Qualifications and Experience Bachelor's degree in accounting Finance, or a related field, is preferred. A minimum of 3-5 years of experience in payroll processing and tax compliance is required. Familiarity with payroll software and tax reporting systems is highly desirable. Required Skills and Qualifications Proficient in Microsoft Office Suite, particularly Excel. Excellent analytical and problem-solving skills. Attention to detail and high level of accuracy. Strong communication and interpersonal skills. Ability to manage multiple tasks and meet deadlines in a fast-paced environment. Experience with iSolved and MasterTax preferred Solex HCM, provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
    $54k-88k yearly est. 25d ago
  • Seasonal Part-Time Tax Specialist

    Foundever

    Remote business taxes specialist job

    Student Opportunity - Tax Specialist This position is only available to active Marshall University students or Marshall University alumni - please do not apply if you do not meet this requirement Join Foundever as a Seasonal, Part-Time Tax Specialist to be the primary point of contact for Intuit users to deliver personalized and high-quality customer service through live consultations, helping users with a variety of tax challenges, such as returns, filings, or other related functions within the system. You will be empowered to take initiative, enhance your skillset, and build connections that will last a lifetime. Now offering a $500 bonus! $250 when you complete Training, another $250 when you complete support on Tax Day! Are You a Good Fit? If you're passionate about helping others, personal growth, and advancement opportunities, this could be for you! Through this role, you'll gain experience in: How to assist in tax-based situations Intuit Certification through the Intuit Academy Knowledge of IRS and state tax filing requirements Effective communication and collaboration How to effectively work within a team and individually Tactics to think critically and solve unique problems Ability to analyze problems and take a solution-oriented approach to challenges and obstacles ... and so much more! Benefits: Build a custom schedule that works for you! Hours can be molded around your school and personal life. $19/hour + advancement opportunities and career pathing 100% paid, professional training Flexible work hours with options between approximately 8 AM - 12 AM ET, 7 days a week Learn new skills and robust knowledge to advance through your career journey Develop and sharpen your leadership capabilities and workplace confidence Qualifications: Be an active/enrolled student at Marshall University or alumni At least 18 years old Have a high school diploma or GED equivalent Have a passion for helping people Strong written/verbal communication skills Approach life with a can-do attitude Comfortable being on camera with your customers to humanize interactions Must pass a background check Must be willing to request a Preparer Tax Identification Number (PTIN) Work from Home & Equipment Requirements: Work activity must be performed in a quiet and distraction-free location Your home workspace must be behind a closed door to ensure a secure environment for customer information Associates must have access to high-speed internet service through a hard-wired connection via ethernet cable Foundever provides the necessary equipment for this role! Please note you may need to provide your own Ethernet cable if your wall connection is over 6' from your workstation ** Please note that we are working on securing a physical location on or close to campus! When this is ready, all work will transition to this space to increase collaboration, teamwork, and development. Responsibilities: This is a virtual, customer-facing role; you will be using state-of-the-art video communications software (Smartlook) to interact with customers. Your tasks will include: Providing tax advice and/or full-service return preparation and signature Addressing product and software inquiries Assisting with tax calculations Creating high-quality customer interactions and experiences that instill confidence through deep customer empathy and extensive knowledge and expertise in tax preparation Utilizing and leveraging government websites, professional resources, and team expertise to find and deliver accurate answers to customers in everyday language Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries Document customer interactions About Foundever Foundever is a global leader in the customer experience (CX) industry. With 170,000 associates across the globe, we're the team behind the best experiences for 750+ of the world's leading brands, from Fortune 500 companies to local startups. We know every action taken, no matter how small, has a significant impact. Our employees savor the small moments and celebrate the big wins with our clients and with each other. Supporting +9 million customer conversations every day in +60 languages across 45 countries, Foundever combines innovative thinking and digital solutions - including self-service, artificial intelligence (AI), and data-driven analytics - with the expertise and empathy of our employees to Create Connection. Value Conversation. Get to know us at ***************** and connect with us on Facebook, LinkedIn and Twitter. EEO Foundever is committed to selecting, developing, and rewarding the best person for the job based on the requirements of the work to be performed and without regard to race, age, color, religion, sex, creed, national origin, ancestry, citizenship, disability/handicap, marital status, protected veteran status, uniform status, sexual orientation, pregnancy, genetic information, gender identity and expression, or any other basis protected by federal, state or local law. The Company forbids discrimination of all kinds, whether directed at Associates, applicants, vendors, customers, or visitors. This policy applies to all terms and conditions of employment, including recruitment, hiring, promotion, compensation, benefits, training, discipline, and termination.
    $47k-78k yearly est. 60d+ ago
  • Business/Professional

    BHI Energy 4.5company rating

    Business taxes specialist job in New Albany, OH

    Designer Associate Perform daily work activities with direct to moderate supervision. Work activities to be performed include: computer aided drafting to prepare maps, sketches, schematics and other engineering related drawings. The position includes associated clerical work to properly manage and document the work activities performed, as per CLIENT requirements for the position. Principal Accountabilities: Create, revise and maintain engineering and record drawings, and sketches. Support the creation, revision, and maintenance of facilities and equipment documents; including but not limited to construction, equipment, property documents and records. Obtain information required to perform work from verbal communication, sketches, marked drawings, listings, field notes, vendors' catalogs and technical reference manuals and site visits. Perform mathematical calculations required to accomplish assigned work. Proficiency in the use of computer aided design software. Proficiency in the use of Microsoft Office software. Work with other organizations of the Company to coordinate the work and assure that it is performed in a safe and efficient manner. Read vendors' prints, shop and other drawings and equipment operating instructions, and incorporate that information into the work being performed. Promote and support the Company's Accident Prevention and Safety and Health programs. Demonstrate ethical behavior as outlined in the CLIENT corporate policies. Support the CLIENT Corporate Compliance policies. Assume other duties and responsibilities as assigned. Minimum Requirements: Associate degree in applied science (AAS) drafting and computer aided design (CAD) or in civil, electrical or mechanical engineering technology, or relevant equivalent experience and/or education. Must be familiar with conventional drafting symbols and drafting methods and can distinguish colors. Equivalent experience without AAS degree - high school graduate and 4 years of experience in electric utility and/or related industrial drafting and/or computer aided drafting work. Additional Requirements: Must be available to work overtime, call-out overtime, and shift work, as required. Physical demand level is Sedentary. Must be familiar with conventional drafting symbols and drafting methods and can distinguish colors. Must be able to operate a motor vehicle and possess and maintain a valid state driver's license. Must meet all vehicle operation requirements as designated by federal and/or state law. This position may require shift work or overtime. Occasional overnight travel to and work within a substation or power plant environment in obedience to all safety regulations and use of personal protection equipment.
    $42k-50k yearly est. 60d+ ago

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