Supervisor jobs at Citrin Cooperman

The SBA Credit Risk Team Lead is responsible for all underwriting activities related to new and existing credit transactions with moderate to higher complexity including client diligence, structuring, and the required analysis and preparation of the underwriting package. They will also manage a team, focused on SBA 7a lending. Responsibilities include, but are not limited to: Proactively communicates with Loan Officers and assigned Credit Portfolio Managers during the underwriting, approval and portfolio management processes. Review and circulate credit packages and modifications for approval. Ensure packages are updated as required by approvers. Underwrite complex new loan requests and modifications. Coordinate with the assigned Commercial Loan Officers, Loan Officer Assistants and Direct Reports all activities required to complete a credit package. Completes performance evaluations, reviews and approves timecards and all other manager related activities for his/her direct reports. Prepare effective packages for credit approval circulation and to present packages to the required level of credit authority. Obtain, and monitor various loan portfolio reports such as Maturing Loans, Past-Due Loans, Annual Reviews and proactively assist lenders with requisite action plans. Assure that credits are accurately risk rated and credits are properly monitored and reported. Adhere and comply with all requirements of Regulation B Adverse Action Procedures -- Florida Division. Create and maintain current BSA Information. Adhere and comply with all requirements of watch list and EDD procedures. Manage and track covenants, borrowing bases, A-R Ageing, etc. for their accounts. Assist in preparation of quarterly CLMR reports. Advise Lenders on all matters related to the Bank's Credit Policy and related Procedures/Forms. As time allows conduct annual site visits, attend loan closings and other tasks required to support assigned lenders. Required Skills: Knowledge of SBA 7a Underwriting Knowledge of credit underwriting, accounting and loan documentation with the ability to. Ability to effectively communicate credit concerns and formulate alternate loan structures to customers, business unit team leaders, department heads and senior management. Proficient computer skills using Microsoft Word, Excel and Outlook. Strong level of interpersonal and social skills needed to interact with loan officers, administrative staff and customers. Strong personal time management skills. Strong mathematical skills. Strong credit skills. Strong administrative skills. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions. Required Experience: High School Diploma or GED and a minimum of seven years of experience in a commercial lending environment in a credit-oriented and underwriting position. Bachelor's degree, completion of a formal credit training program, and prior supervisory experience is preferred. Full-time/Part-time Full-time FLSA Exempt Location(s). 405 N Westshore Blvd, Tampa, Florida 33609, United States 180 Fountain Pkwy N Suite 200, St Petersburg, Florida 33716, United States Total Rewards Summary We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions. In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process. Job Details Pay Range $110,600.00 - $195,700.00 / year Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions. undefined

The Strategic Partnership Lead will be responsible for assisting the VP of IAA Global Product in managing business relationships with strategic partners and vendors that align with IAA Marketplace's strategic priorities and unlock value for our customers. This individual will work with key stakeholders across the business to identify partnership opportunities and create strategic plans that forge strong relationships and integration capabilities that unlock value. The Strategic Partnership Lead is responsible for on-boarding these opportunities and maintaining these institutional relationships. Responsibilities: Build a robust strategic partner portfolio that delivers value and aligns with IAA's strategic vision Establish a framework for identifying and leveraging strategic business partnership opportunities to formulate targeted product development, market penetration and market expansion strategies Establish partner performance criteria and ensure performance is maximized Collaborate with other functional areas of the business to ensure successful partner onboarding, working closely with Procurement, Legal, Product Management and Engineering Manage and strengthen relationships with current strategic partners by identifying new opportunities Communicate status of partner integrations and partnership funnel regularly with key executives Stay up to date with market trends in both the insurance and whole car vehicle remarketing industries Understand customer need(s) and vendor capabilities across the vehicle remarketing landscape. Translate both into detailed opportunities and collaborate with the Product Management team to construct requirements Maximize the growth and profitability of RB Global by identifying new partnership opportunities that align with IAA Marketplace goals and strategic priorities Coordinate internal meetings to ensure integration and new Product opportunities are on task Salary Range: $121,540 - $170,000 RB Global full-time employees are offered medical, dental, vision, and basic life insurances. Employees are able to enroll in our company's 401k plan and RB Global will match 100% for the first 4% contributed. Employees will also receive 15 days of PTO each year.

**Job Title** Manufacturing Supervisor - Nights (Tonawanda, NY) **Collaborate with Innovative 3Mers Around the World** Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers. **This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.** **The Impact You'll Make in this Role:** As a Manufacturing Supervisor, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by: + Promoting a safe and sustainable working environment through modeling safe behaviors as well as recognizing and resolving safety related problems. + Establishing priorities and allocating work assignments in order to meet specific daily production requirements using lean management processes to meet customer expectations. + Monitoring production rates, yields, and quality of products routinely, communicating results to employees and leveraging continuous improvement tools to improve scheduling, quality, and efficiency. + Leading, coaching and developing employees through direct supervisor, floor presence, monitoring and coaching of production employees, providing recognition, overseeing training completion, policy administration and participating in hiring processes. May include contingent workers. + Representing plant leadership team through supporting initiatives across the plant, including but not limited to supervision coverage for alternative shifts, being on-call and servicing as a primary plant management representative. **Your Skills and Expertise** To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications: + High School Diploma, GED or higher (completed and verified prior to the start) AND seven (7) years of supervisory experience in one or more of the following areas: Manufacturing, Quality, and/or Supply Chain in a private, public, government or military environment. **OR** + Bachelor's Degree or higher in a Science or Engineering discipline (completed and verified prior to the start) from an accredited institution AND two (2) years of supervisory experience in one or more of the following areas: Manufacturing, Quality, and/or Supply Chain in a private, public, government or military environment. Additional qualifications that could help you succeed even further in this role include: + Previous supervision experience + Excellent communication skills, both oral and written + MS Office proficiency + Bachelor's Degree or higher (completed and verified prior to start) from an accredited institution + Experience leading daily tier management process, leading improvement projects (kaizens), and participation in Six Sigma Green Belt projects **This position will fill the vacancy for a 6:00 PM to 6:00 AM (Overnight) shift with rotating days off.** **Work location:** **Tonawanda, NY** **Travel:** **May include up to 5% of domestic** **Relocation Assistance: May be authorized** **Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).** **Supporting Your Well-being** 3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope. **Chat with Max** For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers. Applicable to US Applicants Only:The expected compensation range for this position is $96,557 - $118,014, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: **************************************************************** Good Faith Posting Date Range 11/03/2025 To 12/03/2025 Or until filled All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M. Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M. Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement. Pay & Benefits Overview: https://**********/3M/en\_US/careers-us/working-at-3m/benefits/ 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law. **Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.** **3M Global Terms of Use and Privacy Statement** Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms. Please access the linked document by clicking here (************************************************************************************************* , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms. At 3M we apply science in collaborative ways to improve lives daily as our employees connect with customers all around the world. Learn more about 3M's creative solutions to global challenges at ********** or on Twitter @3M or @3MNews. 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.

Job Title Manufacturing Supervisor - Nights (Tonawanda, NY) Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers. This position provides an opportunity to transition from other private, public, government or military experience to a 3M career. The Impact You'll Make in this Role: As a Manufacturing Supervisor, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by: * Promoting a safe and sustainable working environment through modeling safe behaviors as well as recognizing and resolving safety related problems. * Establishing priorities and allocating work assignments in order to meet specific daily production requirements using lean management processes to meet customer expectations. * Monitoring production rates, yields, and quality of products routinely, communicating results to employees and leveraging continuous improvement tools to improve scheduling, quality, and efficiency. * Leading, coaching and developing employees through direct supervisor, floor presence, monitoring and coaching of production employees, providing recognition, overseeing training completion, policy administration and participating in hiring processes. May include contingent workers. * Representing plant leadership team through supporting initiatives across the plant, including but not limited to supervision coverage for alternative shifts, being on-call and servicing as a primary plant management representative. Your Skills and Expertise To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications: * High School Diploma, GED or higher (completed and verified prior to the start) AND seven (7) years of supervisory experience in one or more of the following areas: Manufacturing, Quality, and/or Supply Chain in a private, public, government or military environment. OR * Bachelor's Degree or higher in a Science or Engineering discipline (completed and verified prior to the start) from an accredited institution AND two (2) years of supervisory experience in one or more of the following areas: Manufacturing, Quality, and/or Supply Chain in a private, public, government or military environment. Additional qualifications that could help you succeed even further in this role include: * Previous supervision experience * Excellent communication skills, both oral and written * MS Office proficiency * Bachelor's Degree or higher (completed and verified prior to start) from an accredited institution * Experience leading daily tier management process, leading improvement projects (kaizens), and participation in Six Sigma Green Belt projects This position will fill the vacancy for a 6:00 PM to 6:00 AM (Overnight) shift with rotating days off. Work location: Tonawanda, NY Travel: May include up to 5% of domestic Relocation Assistance: May be authorized Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status). Supporting Your Well-being 3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope. Chat with Max For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers. Applicable to US Applicants Only:The expected compensation range for this position is $96,557 - $118,014, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: *************************************************************** Good Faith Posting Date Range 11/03/2025 To 12/03/2025 Or until filled All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M. Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M. Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement. Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/ 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law. Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly. 3M Global Terms of Use and Privacy Statement Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms. Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. *This position is 100 % in-office. * The Tax Engagement Support Services (TESS) Supervisor will be responsible for executing, implementing, and maintaining standardized tax processing practices within the TESS COE. The position will also monitor, provide guidance, and supervise other TESS team members. Additional responsibilities will include, but are not limited to assembly, scanning, e- filing, and workflow entry, reporting and due date tracking. Will serve as a point of contact for implementation, training, and adoption of tax technology processing workflows. May also perform general administrative duties to support line of business as required. This individual may also help monitor quality and provide subject matter expertise for training in their area of expertise. Trains and mentors TESS team members, actively shares knowledge and assists with adoption and implementation of new processes and initiatives, consistently striving to improve efficiencies as the COE evolves. a. Serves as career advisor to other TESS team members. Supervises assembly and assembles tax returns based on pyramid complexity permission level, utilizing firm software tools based on Route Sheet instructions in workflow tool to ensure all required client deliverables are included in documents saved to document management system and for delivery to external clients. Pyramid permission levels for this role include all return types. Assists with managing tax processing workflow within the COE, proactively leveraging team members' skills to achieve desired results as a team. Using deep understanding of the overall tax return process, takes ownership of the e-file process including monitoring and releasing external client tax returns to the taxing authorities, ensuring correct returns are released and all filing deadlines are timely met. Track for acceptance, transmission errors and rejections and resolve as appropriate. Responsible for meeting client expectations for timeliness, responsiveness, accuracy, and service quality. Serves as a technical resource and program champ or career coach for a variety of roles including ESS and ECS employees, such as performing backup and restores of locators, assisting tax professionals by answering questions and working with both ECS and ESS to resolve issues. Responsible for tax organizers (if applicable), scanning of client workpapers, tax return delivery, due date tracking via workflow tool, and new client setup, etc. Other duties as assigned. EDUCATION • Associates degree or equivalent experience TECHNICAL SKILLS • Strong technical aptitude, able to quickly master a variety of tax software and company tools • Role will require specialized training for both tools and process • Ability to problem solve in a fast-paced deadline driven environment • Ability to communicate effectively both verbally and in writing • Intermediate to advanced Microsoft Office Skills SPECIAL REQUIREMENTS SPECIFIC TO JOB • Confident knowledge and idea generator • Strong attention to detail, ability to work independently • Demonstrates a working knowledge of the technology tools required within assigned responsibilities • Ability to mentor and train less experienced COE members • Effective organization and time management skills • Ability to manage multiple tasks • Problem solving skills allowing for independent decision making EXPERIENCE • 4 to 6 years of related experience • Demonstrated competency in a specific industry or technical area preferred PREFERRED REQUIREMENTS • Previous tax related experience and knowledge of tax deadlines • Experience with Axcess Tax, Workstream and EFS At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $66,100 - $110,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Job Description When you work at Whittlesey, you join a diverse team that provides today's business leaders with leading assurance, advisory, tax, and technology services. Whittlesey is proud to announce that we have been named one of the “Best of the Best" Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. IPA's annual “Best of the Best” list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year. We have an exciting career opportunity for a Tax Supervisor to join our Tax team. This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations. This model encourages collaboration and creativity while still providing team members with flexibility. Our Culture Whittlesey has the experience and expertise of a large, national firm with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their careers while also receiving personal coaching. From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals. Collaboration and community are key values in our culture. Whether you are new to the Firm or have been here for several years, we respect each team member's unique talents and value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year and encourage our partners and team members to become actively involved in volunteerism. Benefits and Work-Life Integration Meeting your professional goals does not mean you must sacrifice your personal life, which is why we adhere to a culture of work-life integration. We offer our team members flexible work schedules depending on their department's needs and a competitive paid time off program. Whittlesey also offers a competitive subsidized benefit package that includes medical and dental coverage. Other benefits include LTD and life insurance, all paid entirely by the Firm, and a 401(k) plan that includes profit sharing. What you will be doing Review the work assignments of associates and senior associates on tax engagements to ensure documentation is appropriate, accurate, and submitted on time. Manage multiple tax engagements at various stages, monitoring processes to meet client deadlines. Coordinate engagement schedules, ensuring the necessary team members are assigned and aware of their expectations. Lead engagement planning, including budgeting and strategic development, by proactively collaborating with client management and the tax team. Delegate tasks effectively, completing tax engagement budgets and communicating expectations clearly to team members. Monitor the status of each tax engagement, keeping both staff and management informed of progress to ensure deadlines are met. Facilitate communication between the tax team and clients, ensuring expectations are managed and met through written and verbal interactions. Monitor budgets throughout engagements using reporting and analytics to ensure profitability. What you must have Bachelor's degree in accounting from an accredited college or university, and/or equivalent years of experience. CPA license or actively pursuing CPA license. 150 credit hours for CPA certification or actively pursuing. Minimum 4 years of experience in tax compliance. Industry specific knowledge required. Must possess a valid state drivers' license. Whittlesey is dedicated to building a diverse and inclusive workforce, so we encourage you to apply even if you feel you may not be an exact fit. Qualified applicants will receive consideration for employment regardless of their race, color, religion, sex, sexual orientation, gender, gender identity, age, national origin or protected veteran status and will not be discriminated based on disability. Join us and make a meaningful impact in a collaborative and innovative environment. Apply now to be part of our team!

Job Description When you work at Whittlesey, you join a diverse team that provides today's business leaders with leading assurance, advisory, tax, and technology services. Whittlesey is proud to announce that we have been named one of the “Best of the Best" Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. IPA's annual “Best of the Best” list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year. We have an exciting career opportunity for a Tax Supervisor to join our Tax team. This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations. This model encourages collaboration and creativity while still providing team members with flexibility. Our Culture Whittlesey has the experience and expertise of a large, national firm with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their careers while also receiving personal coaching. From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals. Collaboration and community are key values in our culture. Whether you are new to the Firm or have been here for several years, we respect each team member's unique talents and value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year and encourage our partners and team members to become actively involved in volunteerism. Benefits and Work-Life Integration Meeting your professional goals does not mean you must sacrifice your personal life, which is why we adhere to a culture of work-life integration. We offer our team members flexible work schedules depending on their department's needs and a competitive paid time off program. Whittlesey also offers a competitive subsidized benefit package that includes medical and dental coverage. Other benefits include LTD and life insurance, all paid entirely by the Firm, and a 401(k) plan that includes profit sharing. What you will be doing Review the work assignments of associates and senior associates on tax engagements to ensure documentation is appropriate, accurate, and submitted on time. Manage multiple tax engagements at various stages, monitoring processes to meet client deadlines. Coordinate engagement schedules, ensuring the necessary team members are assigned and aware of their expectations. Lead engagement planning, including budgeting and strategic development, by proactively collaborating with client management and the tax team. Delegate tasks effectively, completing tax engagement budgets and communicating expectations clearly to team members. Monitor the status of each tax engagement, keeping both staff and management informed of progress to ensure deadlines are met. Facilitate communication between the tax team and clients, ensuring expectations are managed and met through written and verbal interactions. Monitor budgets throughout engagements using reporting and analytics to ensure profitability. What you must have Bachelor's degree in accounting from an accredited college or university, and/or equivalent years of experience. CPA license or actively pursuing CPA license. 150 credit hours for CPA certification or actively pursuing. Minimum 4 years of experience in tax compliance. Industry specific knowledge required. Must possess a valid state drivers' license. Whittlesey is dedicated to building a diverse and inclusive workforce, so we encourage you to apply even if you feel you may not be an exact fit. Qualified applicants will receive consideration for employment regardless of their race, color, religion, sex, sexual orientation, gender, gender identity, age, national origin or protected veteran status and will not be discriminated based on disability. Join us and make a meaningful impact in a collaborative and innovative environment. Apply now to be part of our team!

You chart the course; we help you lift off. At YHB, we aren't limited by small-firm constraints or stuck in the big-firm mentality. Our culture is based on relationships between our teams and our clients. We aim to hire great people who want to take ownership of their careers while we help to provide the tools for success. Roles and Responsibilities Technical Expertise and Work Quality • Demonstrate a working knowledge of the technical aspects and issues related to their functional and industry specialization. • Continue to improve research skills and ability to document findings and conclusions clearly. • Continually strive to improve competency with various software programs critical to job performance. • Identify technical areas of interest and discuss development of specialization with circle leaders. • Effectively communicate with all team members, circle leaders, and clients. • Be capable of drafting documentation/correspondence on a variety of often complex subject matter. • Develop workpapers and return detail review skills through review of work products prepared by Associates. • Expected to complete a variety of assignments/tasks within timeframes established by clients and communicated through in-charge employees. • Follow established tax procedures, such as document organization, workpaper preparation, and workflow protocol. • Clear any review comments as directed by in-charge employees. Client Management and Service • Maintain the complete confidentiality of firm and client information. • Demonstrate an ability to work under time constraints; provide as much flexibility as possible when needed to meet client expectations and deadlines. • Present yourself and your work product to clients and co-workers in a professional manner. • Demonstrate working knowledge of clients' business needs by identifying issues and discussing resolutions with incharge employees and implementing resolutions throughout the engagement process. • Keep Managers, Principals, and Client Management informed of the engagement progress and issues as they develop. • Develop and maintain strong, positive client relationships through timely communication during the engagement as well as periodic communication throughout the year. • A commitment to respond to clients within 24 hours. • Maintain daily time entry for accurate reporting firm wide. Business Development • Recognize that practice expansion comes from existing clients as well as potential clients. • Actively develop own referral network, recognizing that every interpersonal encounter may provide a business development opportunity. • Participate in civic/professional organizations, as well as YHB marketing activities. • Continue to gain an understanding of service capabilities. • Develop a network of contacts and seek ways to increase firm visibility. • Represent YHB publicly by accepting speaking opportunities, authoring articles for industry literature, YHB newsletters, etc. Personal Participation and Professional Development • Assume responsibility for career growth by preparing personal development plans, tracking personal marketing activities, new business generation, identification of continuing education strategies, etc. • Accept constructive input from and offer constructive feedback to Managers and Principals. • Honestly assess own performance upon completion of engagements or assignments. • Solicit overall performance feedback on assigned areas from in-charge employees. • Seek additional responsibilities on engagements that you feel you would like to be given the opportunity to undertake and will help enhance your career and knowledge. • Gain understanding of department goals and responsibilities. • Take responsibility for attaining chargeable hour requirements. • Participate in industry meetings and seminars. • Be cognizant of interactions within the community, realizing that in many cases you may be the only source of exposure for YHB. • Understanding the role of Manager and working to expand roles and responsibilities to that level. • Overnight travel to out-of-town YHB offices, client locations and continuing professional education may be required. Leading and Developing Others • Provide Associates with the framework to complete assignments based on experience levels. • Develop ability to communicate review comments professionally while providing feedback, which will assist in the development of the person whose work was reviewed. • Participate in the training, motivation, supervision, and evaluation of team members. Begin identifying opportunities to assist in course material preparation and/or instruction of in-house courses. • Offer constructive feedback to Associates. • Serve as the primary day-to-day contact for Associates; increase cooperation and success by being accessible and approachable to the feelings and perspectives of others. • Demonstrate an understanding of the importance of cooperation and teamwork through daily interactions with co-workers and in-charge employees. • Maintain positive working relationships with supervisors, clients, and other team members by displaying attitudes of helpfulness, a focus on team success, and the consideration of the ideas of others. Required Education and Experience: • Bachelor's degree in accounting or relevant field required. • Requirements to achieve the CPA certification and/or other certifications of similar standing as approved for development. • Possesses a high level of integrity and ability to respect confidentiality. • Effective verbal and written communication skills • Ability to handle multiple tasks simultaneously. • Knowledgeable of firm policies and procedures • Enthusiastic and self-motivated • Demonstrated time and work management skills necessary to manage a complex workload. Benefits & Perks We believe that real effort should be rewarded. That is why YHB is investing in our people and fostering a supportive, rewarding work environment. As part of our team, you will enjoy: Competitive Compensation & Rewards: Market-competitive salary with performance-based bonuses. Retirement savings plan with a 401(k) & profit-sharing plan. Comprehensive Health & Wellness: Health, dental, and vision insurance. Wellness programs and employee assistance programs (EAP). Paid parental leave and family support. Professional Development: Learning and development opportunities. Tuition reimbursement. CPA exam support, certification reimbursements, and mentorship programs. Internal promotions and career pathing opportunities. Work-Life Balance: Generous paid time off (PTO) and holidays. Flexible work arrangements (hybrid/remote options available). Engaging Work Culture: Collaborative and inclusive work environment. Employee resource groups and diversity initiatives. Social events, team-building activities, and volunteer opportunities. YHB is strongly committed to providing equal employment opportunities for all employees and all applicants for employment. For us, this is the only acceptable way to do business! #LI-Hybrid ##LI-KB1

You chart the course; we help you lift off. At YHB, we aren't limited by small-firm constraints or stuck in the big-firm mentality. Our culture is based on relationships between our teams and our clients. We aim to hire great people who want to take ownership of their careers while we help to provide the tools for success. Roles and Responsibilities Technical Expertise and Work Quality • Demonstrate a working knowledge of the technical aspects and issues related to their functional and industry specialization. • Continue to improve research skills and ability to document findings and conclusions clearly. • Continually strive to improve competency with various software programs critical to job performance. • Identify technical areas of interest and discuss development of specialization with circle leaders. • Effectively communicate with all team members, circle leaders, and clients. • Be capable of drafting documentation/correspondence on a variety of often complex subject matter. • Develop workpapers and return detail review skills through review of work products prepared by Associates. • Expected to complete a variety of assignments/tasks within timeframes established by clients and communicated through in-charge employees. • Follow established tax procedures, such as document organization, workpaper preparation, and workflow protocol. • Clear any review comments as directed by in-charge employees. Client Management and Service • Maintain the complete confidentiality of firm and client information. • Demonstrate an ability to work under time constraints; provide as much flexibility as possible when needed to meet client expectations and deadlines. • Present yourself and your work product to clients and co-workers in a professional manner. • Demonstrate working knowledge of clients' business needs by identifying issues and discussing resolutions with incharge employees and implementing resolutions throughout the engagement process. • Keep Managers, Principals, and Client Management informed of the engagement progress and issues as they develop. • Develop and maintain strong, positive client relationships through timely communication during the engagement as well as periodic communication throughout the year. • A commitment to respond to clients within 24 hours. • Maintain daily time entry for accurate reporting firm wide. Business Development • Recognize that practice expansion comes from existing clients as well as potential clients. • Actively develop own referral network, recognizing that every interpersonal encounter may provide a business development opportunity. • Participate in civic/professional organizations, as well as YHB marketing activities. • Continue to gain an understanding of service capabilities. • Develop a network of contacts and seek ways to increase firm visibility. • Represent YHB publicly by accepting speaking opportunities, authoring articles for industry literature, YHB newsletters, etc. Personal Participation and Professional Development • Assume responsibility for career growth by preparing personal development plans, tracking personal marketing activities, new business generation, identification of continuing education strategies, etc. • Accept constructive input from and offer constructive feedback to Managers and Principals. • Honestly assess own performance upon completion of engagements or assignments. • Solicit overall performance feedback on assigned areas from in-charge employees. • Seek additional responsibilities on engagements that you feel you would like to be given the opportunity to undertake and will help enhance your career and knowledge. • Gain understanding of department goals and responsibilities. • Take responsibility for attaining chargeable hour requirements. • Participate in industry meetings and seminars. • Be cognizant of interactions within the community, realizing that in many cases you may be the only source of exposure for YHB. • Understanding the role of Manager and working to expand roles and responsibilities to that level. • Overnight travel to out-of-town YHB offices, client locations and continuing professional education may be required. Leading and Developing Others • Provide Associates with the framework to complete assignments based on experience levels. • Develop ability to communicate review comments professionally while providing feedback, which will assist in the development of the person whose work was reviewed. • Participate in the training, motivation, supervision, and evaluation of team members. Begin identifying opportunities to assist in course material preparation and/or instruction of in-house courses. • Offer constructive feedback to Associates. • Serve as the primary day-to-day contact for Associates; increase cooperation and success by being accessible and approachable to the feelings and perspectives of others. • Demonstrate an understanding of the importance of cooperation and teamwork through daily interactions with co-workers and in-charge employees. • Maintain positive working relationships with supervisors, clients, and other team members by displaying attitudes of helpfulness, a focus on team success, and the consideration of the ideas of others. Required Education and Experience: • Bachelor's degree in accounting or relevant field required. • Requirements to achieve the CPA certification and/or other certifications of similar standing as approved for development. • Possesses a high level of integrity and ability to respect confidentiality. • Effective verbal and written communication skills • Ability to handle multiple tasks simultaneously. • Knowledgeable of firm policies and procedures • Enthusiastic and self-motivated • Demonstrated time and work management skills necessary to manage a complex workload. Benefits & Perks We believe that real effort should be rewarded. That is why YHB is investing in our people and fostering a supportive, rewarding work environment. As part of our team, you will enjoy: Competitive Compensation & Rewards: Market-competitive salary with performance-based bonuses. Retirement savings plan with a 401(k) & profit-sharing plan. Comprehensive Health & Wellness: Health, dental, and vision insurance. Wellness programs and employee assistance programs (EAP). Paid parental leave and family support. Professional Development: Learning and development opportunities. Tuition reimbursement. CPA exam support, certification reimbursements, and mentorship programs. Internal promotions and career pathing opportunities. Work-Life Balance: Generous paid time off (PTO) and holidays. Flexible work arrangements (hybrid/remote options available). Engaging Work Culture: Collaborative and inclusive work environment. Employee resource groups and diversity initiatives. Social events, team-building activities, and volunteer opportunities. YHB is strongly committed to providing equal employment opportunities for all employees and all applicants for employment. For us, this is the only acceptable way to do business! #LI-Hybrid ##LI-KB1

You chart the course; we help you lift off. At YHB, we aren't limited by small-firm constraints or stuck in the big-firm mentality. Our culture is based on relationships between our teams and our clients. We aim to hire great people who want to take ownership of their careers while we help to provide the tools for success. Roles and Responsibilities Technical Expertise and Work Quality • Demonstrate a working knowledge of the technical aspects and issues related to their functional and industry specialization. • Continue to improve research skills and ability to document findings and conclusions clearly. • Continually strive to improve competency with various software programs critical to job performance. • Identify technical areas of interest and discuss development of specialization with circle leaders. • Effectively communicate with all team members, circle leaders, and clients. • Be capable of drafting documentation/correspondence on a variety of often complex subject matter. • Develop workpapers and return detail review skills through review of work products prepared by Associates. • Expected to complete a variety of assignments/tasks within timeframes established by clients and communicated through in-charge employees. • Follow established tax procedures, such as document organization, workpaper preparation, and workflow protocol. • Clear any review comments as directed by in-charge employees. Client Management and Service • Maintain the complete confidentiality of firm and client information. • Demonstrate an ability to work under time constraints; provide as much flexibility as possible when needed to meet client expectations and deadlines. • Present yourself and your work product to clients and co-workers in a professional manner. • Demonstrate working knowledge of clients' business needs by identifying issues and discussing resolutions with incharge employees and implementing resolutions throughout the engagement process. • Keep Managers, Principals, and Client Management informed of the engagement progress and issues as they develop. • Develop and maintain strong, positive client relationships through timely communication during the engagement as well as periodic communication throughout the year. • A commitment to respond to clients within 24 hours. • Maintain daily time entry for accurate reporting firm wide. Business Development • Recognize that practice expansion comes from existing clients as well as potential clients. • Actively develop own referral network, recognizing that every interpersonal encounter may provide a business development opportunity. • Participate in civic/professional organizations, as well as YHB marketing activities. • Continue to gain an understanding of service capabilities. • Develop a network of contacts and seek ways to increase firm visibility. • Represent YHB publicly by accepting speaking opportunities, authoring articles for industry literature, YHB newsletters, etc. Personal Participation and Professional Development • Assume responsibility for career growth by preparing personal development plans, tracking personal marketing activities, new business generation, identification of continuing education strategies, etc. • Accept constructive input from and offer constructive feedback to Managers and Principals. • Honestly assess own performance upon completion of engagements or assignments. • Solicit overall performance feedback on assigned areas from in-charge employees. • Seek additional responsibilities on engagements that you feel you would like to be given the opportunity to undertake and will help enhance your career and knowledge. • Gain understanding of department goals and responsibilities. • Take responsibility for attaining chargeable hour requirements. • Participate in industry meetings and seminars. • Be cognizant of interactions within the community, realizing that in many cases you may be the only source of exposure for YHB. • Understanding the role of Manager and working to expand roles and responsibilities to that level. • Overnight travel to out-of-town YHB offices, client locations and continuing professional education may be required. Leading and Developing Others • Provide Associates with the framework to complete assignments based on experience levels. • Develop ability to communicate review comments professionally while providing feedback, which will assist in the development of the person whose work was reviewed. • Participate in the training, motivation, supervision, and evaluation of team members. Begin identifying opportunities to assist in course material preparation and/or instruction of in-house courses. • Offer constructive feedback to Associates. • Serve as the primary day-to-day contact for Associates; increase cooperation and success by being accessible and approachable to the feelings and perspectives of others. • Demonstrate an understanding of the importance of cooperation and teamwork through daily interactions with co-workers and in-charge employees. • Maintain positive working relationships with supervisors, clients, and other team members by displaying attitudes of helpfulness, a focus on team success, and the consideration of the ideas of others. Required Education and Experience: • Bachelor's degree in accounting or relevant field required. • Requirements to achieve the CPA certification and/or other certifications of similar standing as approved for development. • Possesses a high level of integrity and ability to respect confidentiality. • Effective verbal and written communication skills • Ability to handle multiple tasks simultaneously. • Knowledgeable of firm policies and procedures • Enthusiastic and self-motivated • Demonstrated time and work management skills necessary to manage a complex workload. Benefits & Perks We believe that real effort should be rewarded. That is why YHB is investing in our people and fostering a supportive, rewarding work environment. As part of our team, you will enjoy: Competitive Compensation & Rewards: Market-competitive salary with performance-based bonuses. Retirement savings plan with a 401(k) & profit-sharing plan. Comprehensive Health & Wellness: Health, dental, and vision insurance. Wellness programs and employee assistance programs (EAP). Paid parental leave and family support. Professional Development: Learning and development opportunities. Tuition reimbursement. CPA exam support, certification reimbursements, and mentorship programs. Internal promotions and career pathing opportunities. Work-Life Balance: Generous paid time off (PTO) and holidays. Flexible work arrangements (hybrid/remote options available). Engaging Work Culture: Collaborative and inclusive work environment. Employee resource groups and diversity initiatives. Social events, team-building activities, and volunteer opportunities. YHB is strongly committed to providing equal employment opportunities for all employees and all applicants for employment. For us, this is the only acceptable way to do business! #LI-Hybrid ##LI-KB1

You chart the course; we help you lift off. At YHB, we aren't limited by small-firm constraints or stuck in the big-firm mentality. Our culture is based on relationships between our teams and our clients. We aim to hire great people who want to take ownership of their careers while we help to provide the tools for success. Roles and Responsibilities Technical Expertise and Work Quality • Demonstrate a working knowledge of the technical aspects and issues related to their functional and industry specialization. • Continue to improve research skills and ability to document findings and conclusions clearly. • Continually strive to improve competency with various software programs critical to job performance. • Identify technical areas of interest and discuss development of specialization with circle leaders. • Effectively communicate with all team members, circle leaders, and clients. • Be capable of drafting documentation/correspondence on a variety of often complex subject matter. • Develop workpapers and return detail review skills through review of work products prepared by Associates. • Expected to complete a variety of assignments/tasks within timeframes established by clients and communicated through in-charge employees. • Follow established tax procedures, such as document organization, workpaper preparation, and workflow protocol. • Clear any review comments as directed by in-charge employees. Client Management and Service • Maintain the complete confidentiality of firm and client information. • Demonstrate an ability to work under time constraints; provide as much flexibility as possible when needed to meet client expectations and deadlines. • Present yourself and your work product to clients and co-workers in a professional manner. • Demonstrate working knowledge of clients' business needs by identifying issues and discussing resolutions with incharge employees and implementing resolutions throughout the engagement process. • Keep Managers, Principals, and Client Management informed of the engagement progress and issues as they develop. • Develop and maintain strong, positive client relationships through timely communication during the engagement as well as periodic communication throughout the year. • A commitment to respond to clients within 24 hours. • Maintain daily time entry for accurate reporting firm wide. Business Development • Recognize that practice expansion comes from existing clients as well as potential clients. • Actively develop own referral network, recognizing that every interpersonal encounter may provide a business development opportunity. • Participate in civic/professional organizations, as well as YHB marketing activities. • Continue to gain an understanding of service capabilities. • Develop a network of contacts and seek ways to increase firm visibility. • Represent YHB publicly by accepting speaking opportunities, authoring articles for industry literature, YHB newsletters, etc. Personal Participation and Professional Development • Assume responsibility for career growth by preparing personal development plans, tracking personal marketing activities, new business generation, identification of continuing education strategies, etc. • Accept constructive input from and offer constructive feedback to Managers and Principals. • Honestly assess own performance upon completion of engagements or assignments. • Solicit overall performance feedback on assigned areas from in-charge employees. • Seek additional responsibilities on engagements that you feel you would like to be given the opportunity to undertake and will help enhance your career and knowledge. • Gain understanding of department goals and responsibilities. • Take responsibility for attaining chargeable hour requirements. • Participate in industry meetings and seminars. • Be cognizant of interactions within the community, realizing that in many cases you may be the only source of exposure for YHB. • Understanding the role of Manager and working to expand roles and responsibilities to that level. • Overnight travel to out-of-town YHB offices, client locations and continuing professional education may be required. Leading and Developing Others • Provide Associates with the framework to complete assignments based on experience levels. • Develop ability to communicate review comments professionally while providing feedback, which will assist in the development of the person whose work was reviewed. • Participate in the training, motivation, supervision, and evaluation of team members. Begin identifying opportunities to assist in course material preparation and/or instruction of in-house courses. • Offer constructive feedback to Associates. • Serve as the primary day-to-day contact for Associates; increase cooperation and success by being accessible and approachable to the feelings and perspectives of others. • Demonstrate an understanding of the importance of cooperation and teamwork through daily interactions with co-workers and in-charge employees. • Maintain positive working relationships with supervisors, clients, and other team members by displaying attitudes of helpfulness, a focus on team success, and the consideration of the ideas of others. Required Education and Experience: • Bachelor's degree in accounting or relevant field required. • Requirements to achieve the CPA certification and/or other certifications of similar standing as approved for development. • Possesses a high level of integrity and ability to respect confidentiality. • Effective verbal and written communication skills • Ability to handle multiple tasks simultaneously. • Knowledgeable of firm policies and procedures • Enthusiastic and self-motivated • Demonstrated time and work management skills necessary to manage a complex workload. Benefits & Perks We believe that real effort should be rewarded. That is why YHB is investing in our people and fostering a supportive, rewarding work environment. As part of our team, you will enjoy: Competitive Compensation & Rewards: Market-competitive salary with performance-based bonuses. Retirement savings plan with a 401(k) & profit-sharing plan. Comprehensive Health & Wellness: Health, dental, and vision insurance. Wellness programs and employee assistance programs (EAP). Paid parental leave and family support. Professional Development: Learning and development opportunities. Tuition reimbursement. CPA exam support, certification reimbursements, and mentorship programs. Internal promotions and career pathing opportunities. Work-Life Balance: Generous paid time off (PTO) and holidays. Flexible work arrangements (hybrid/remote options available). Engaging Work Culture: Collaborative and inclusive work environment. Employee resource groups and diversity initiatives. Social events, team-building activities, and volunteer opportunities. YHB is strongly committed to providing equal employment opportunities for all employees and all applicants for employment. For us, this is the only acceptable way to do business! #LI-Hybrid ##LI-KB1

You chart the course; we help you lift off. At YHB, we aren't limited by small-firm constraints or stuck in the big-firm mentality. Our culture is based on relationships between our teams and our clients. We aim to hire great people who want to take ownership of their careers while we help to provide the tools for success. Roles and Responsibilities Technical Expertise and Work Quality • Demonstrate a working knowledge of the technical aspects and issues related to their functional and industry specialization. • Continue to improve research skills and ability to document findings and conclusions clearly. • Continually strive to improve competency with various software programs critical to job performance. • Identify technical areas of interest and discuss development of specialization with circle leaders. • Effectively communicate with all team members, circle leaders, and clients. • Be capable of drafting documentation/correspondence on a variety of often complex subject matter. • Develop workpapers and return detail review skills through review of work products prepared by Associates. • Expected to complete a variety of assignments/tasks within timeframes established by clients and communicated through in-charge employees. • Follow established tax procedures, such as document organization, workpaper preparation, and workflow protocol. • Clear any review comments as directed by in-charge employees. Client Management and Service • Maintain the complete confidentiality of firm and client information. • Demonstrate an ability to work under time constraints; provide as much flexibility as possible when needed to meet client expectations and deadlines. • Present yourself and your work product to clients and co-workers in a professional manner. • Demonstrate working knowledge of clients' business needs by identifying issues and discussing resolutions with incharge employees and implementing resolutions throughout the engagement process. • Keep Managers, Principals, and Client Management informed of the engagement progress and issues as they develop. • Develop and maintain strong, positive client relationships through timely communication during the engagement as well as periodic communication throughout the year. • A commitment to respond to clients within 24 hours. • Maintain daily time entry for accurate reporting firm wide. Business Development • Recognize that practice expansion comes from existing clients as well as potential clients. • Actively develop own referral network, recognizing that every interpersonal encounter may provide a business development opportunity. • Participate in civic/professional organizations, as well as YHB marketing activities. • Continue to gain an understanding of service capabilities. • Develop a network of contacts and seek ways to increase firm visibility. • Represent YHB publicly by accepting speaking opportunities, authoring articles for industry literature, YHB newsletters, etc. Personal Participation and Professional Development • Assume responsibility for career growth by preparing personal development plans, tracking personal marketing activities, new business generation, identification of continuing education strategies, etc. • Accept constructive input from and offer constructive feedback to Managers and Principals. • Honestly assess own performance upon completion of engagements or assignments. • Solicit overall performance feedback on assigned areas from in-charge employees. • Seek additional responsibilities on engagements that you feel you would like to be given the opportunity to undertake and will help enhance your career and knowledge. • Gain understanding of department goals and responsibilities. • Take responsibility for attaining chargeable hour requirements. • Participate in industry meetings and seminars. • Be cognizant of interactions within the community, realizing that in many cases you may be the only source of exposure for YHB. • Understanding the role of Manager and working to expand roles and responsibilities to that level. • Overnight travel to out-of-town YHB offices, client locations and continuing professional education may be required. Leading and Developing Others • Provide Associates with the framework to complete assignments based on experience levels. • Develop ability to communicate review comments professionally while providing feedback, which will assist in the development of the person whose work was reviewed. • Participate in the training, motivation, supervision, and evaluation of team members. Begin identifying opportunities to assist in course material preparation and/or instruction of in-house courses. • Offer constructive feedback to Associates. • Serve as the primary day-to-day contact for Associates; increase cooperation and success by being accessible and approachable to the feelings and perspectives of others. • Demonstrate an understanding of the importance of cooperation and teamwork through daily interactions with co-workers and in-charge employees. • Maintain positive working relationships with supervisors, clients, and other team members by displaying attitudes of helpfulness, a focus on team success, and the consideration of the ideas of others. Required Education and Experience: • Bachelor's degree in accounting or relevant field required. • Requirements to achieve the CPA certification and/or other certifications of similar standing as approved for development. • Possesses a high level of integrity and ability to respect confidentiality. • Effective verbal and written communication skills • Ability to handle multiple tasks simultaneously. • Knowledgeable of firm policies and procedures • Enthusiastic and self-motivated • Demonstrated time and work management skills necessary to manage a complex workload. Benefits & Perks We believe that real effort should be rewarded. That is why YHB is investing in our people and fostering a supportive, rewarding work environment. As part of our team, you will enjoy: Competitive Compensation & Rewards: Market-competitive salary with performance-based bonuses. Retirement savings plan with a 401(k) & profit-sharing plan. Comprehensive Health & Wellness: Health, dental, and vision insurance. Wellness programs and employee assistance programs (EAP). Paid parental leave and family support. Professional Development: Learning and development opportunities. Tuition reimbursement. CPA exam support, certification reimbursements, and mentorship programs. Internal promotions and career pathing opportunities. Work-Life Balance: Generous paid time off (PTO) and holidays. Flexible work arrangements (hybrid/remote options available). Engaging Work Culture: Collaborative and inclusive work environment. Employee resource groups and diversity initiatives. Social events, team-building activities, and volunteer opportunities. YHB is strongly committed to providing equal employment opportunities for all employees and all applicants for employment. For us, this is the only acceptable way to do business! #LI-Hybrid ##LI-KB1

KLR is a leading New England Regional Public Accounting Firm, consistently ranked among the Top 100 firms in the United States. With more than 350 professionals across eight office locations-including Andover, Boston, Bradenton, Lausanne, Newport, Pawtucket, Providence, and Waltham-KLR delivers assurance, tax, and business advisory services to private and publicly held companies nationwide and abroad. Recognized as a Best Place to Work for 19 years, KLR is committed to fostering a culture of collaboration, growth, and innovation. Due to growth, we are seeking a Tax Supervisor to join our Fiduciary & Individual Tax Group, based out of our Andover, Boston, Providence, or Newport offices on a flexible hybrid basis. As a key member of our Tax Team, the Supervisor will utilize their technical skills and educational background and apply expertise on a variety of engagements with clients of the Firm. This critical role in our growing Tax practice includes managing client relationships, performing technical tax work and managing staff. Our department is dedicated to assisting various clients with tax compliance and planning. Job Responsibilities Perform diversified tax services, with a focus on individuals and for-profit entities. Prepares personal and corporate tax returns, including the most complex. Review less complicated personal and business returns. Prepares BNA Income Tax projections and becomes involved in planning for less complex clients. Assists accounting and auditing staff members in client meetings. Analyzes IRS notices and drafts responses. Reviews IRS notice responses prepared by staff tax accountants. Delegates work to tax staff accountants and supervises work. Participates in tax department administrative projects. Acts as director-in-charge for personal tax return clients. Acts as key client contact person for smaller engagements. Bills clients and discusses fees with smaller clients. Establishes good working relationships with all partners and staff members. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for this job. Duties, responsibilities, and activities may change from time to time with notice whenever possible, but not guaranteed. Job Qualifications Bachelor's degree in accounting Master's degree in Taxation or related field preferred 4+ years of accounting experience prior experience in public accounting Currently having; or in the process of qualifying for CPA, or Enrolled Agent (EA) Demonstrated ability to communicate verbally and in writing, both internally and externally Demonstrated project management skills Proficient use of applicable technology This is a full-time position with standard hours of Monday through Friday, 8:00 a.m. to 5:00 p.m. Additional hours, including some evenings and weekends, will be required during peak busy seasons. Pay Range: The salary range for this position is included below. Individual salaries within this range do not include benefits and bonus potential, and are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. $90,000.00 - $120,000.00 Benefits KLR offers a wide range of benefits including: health and dental insurance, paid time-off and a competitive retirement savings plan. We offer tuition assistance, in-house education programs and offer employees opportunities for community involvement. Come join a firm who has recently been recognized as a “Best Place to Work” for 19 years by the Providence Business Journal and voted as a Top 100 Firm in the country by Accounting Today! KLR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, genetic information, disability status, protected veteran status, or any other characteristic protected by law.

KLR is a leading New England Regional Public Accounting Firm, consistently ranked among the Top 100 firms in the United States. With more than 350 professionals across eight office locations-including Andover, Boston, Bradenton, Lausanne, Newport, Pawtucket, Providence, and Waltham-KLR delivers assurance, tax, and business advisory services to private and publicly held companies nationwide and abroad. Recognized as a Best Place to Work for 19 years, KLR is committed to fostering a culture of collaboration, growth, and innovation.Due to growth, we are seeking a Tax Supervisor to join our Fiduciary & Individual Tax Group, based out of our Andover, Boston, Providence, or Newport offices on a flexible hybrid basis. As a key member of our Tax Team, the Supervisor will utilize their technical skills and educational background and apply expertise on a variety of engagements with clients of the Firm. This critical role in our growing Tax practice includes managing client relationships, performing technical tax work and managing staff. Our department is dedicated to assisting various clients with tax compliance and planning. Job Responsibilities Perform diversified tax services, with a focus on individuals and for-profit entities. Prepares personal and corporate tax returns, including the most complex. Review less complicated personal and business returns. Prepares BNA Income Tax projections and becomes involved in planning for less complex clients. Assists accounting and auditing staff members in client meetings. Analyzes IRS notices and drafts responses. Reviews IRS notice responses prepared by staff tax accountants. Delegates work to tax staff accountants and supervises work. Participates in tax department administrative projects. Acts as director-in-charge for personal tax return clients. Acts as key client contact person for smaller engagements. Bills clients and discusses fees with smaller clients. Establishes good working relationships with all partners and staff members. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for this job. Duties, responsibilities, and activities may change from time to time with notice whenever possible, but not guaranteed. Job Qualifications Bachelor's degree in accounting Master's degree in Taxation or related field preferred 4+ years of accounting experience prior experience in public accounting Currently having; or in the process of qualifying for CPA, or Enrolled Agent (EA) Demonstrated ability to communicate verbally and in writing, both internally and externally Demonstrated project management skills Proficient use of applicable technology This is a full-time position with standard hours of Monday through Friday, 8:00 a.m. to 5:00 p.m. Additional hours, including some evenings and weekends, will be required during peak busy seasons. Pay Range: The salary range for this position is included below. Individual salaries within this range do not include benefits and bonus potential, and are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. $90,000.00 - $120,000.00 Benefits KLR offers a wide range of benefits including: health and dental insurance, paid time-off and a competitive retirement savings plan. We offer tuition assistance, in-house education programs and offer employees opportunities for community involvement. Come join a firm who has recently been recognized as a “Best Place to Work” for 19 years by the Providence Business Journal and voted as a Top 100 Firm in the country by Accounting Today! KLR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, genetic information, disability status, protected veteran status, or any other characteristic protected by law.

Selling Supervisors play a key role in ensuring sales goals are consistently met, a customer experience is priority and service standards are executed according to company guidelines. In addition to being a highly productive sales driver, this person will act as an extension of the management team as a leader and role model to all sales associates when it comes to service standards and adherence to company policy Sales Generation Meet personal and store sales goals Continue to develop personal sales techniques and assist in the development of associates' sales techniques to maximize sales Utilize elevated levels of sales and service to maximize sales performance Demonstrate and in-depth knowledge of the merchandise Ensure all sales related polices and procedures are maintained Maintain a keen interest in the fashion industry and market trends Operations Collaborate with Management in areas of risk management, loss prevention, cash control, and inventory management Assist in the training of sales staff in all areas of register usage and maintenance Assist in all areas of stock, shipping, receiving protocols and policies Merchandise/Visual Ensures the selling floor is neat, organized, stocked, and reflects the correct visual image at all times Assist in the implementation and maintenance of all merchandising / visual directives Identify product concerns in a timely manner Minimum 2 years specialty retail experience Ability to work varied hours, nights, days and weekends to support the business needs Back of House Maintain store, employee area, stockroom and bathroom to Company standards Assist in the preparation and execution of stores physical inventories and actively participates in resolving inventory discrepancies Maintain standards of cleanliness and organization Actively contribute and support in non-selling activities and loss prevention initiatives Replenish stock and maintain high standards of merchandise and product presentation Maintain your designated ‘area of responsibility' Additional responsibilities may be assigned at the discretion of leadership

Job DescriptionMetrology Supervisor Daytona Beach, Florida ARC Group is seeking a Metrology Supervisor for a manufacturing plant near Daytona Beach, FL. As the Metrology Supervisor, you will supervise the metrology technicians and oversee the coordination and scheduling of all calibration activities. Our client, a leader in their industry, offers an excellent benefits package, including healthcare, a 401(k) plan, and tuition reimbursement. Responsibilities: Supervise employees, tasks, and duties related to quality control within the organization. Develop, implement, and assess processes and policies designed to test products and services. Monitor and evaluate current testing processes, making recommendations for improvements when necessary. Enforce regulatory compliance. Conduct visual and physical inspections of company products and materials. Monitor the performance of the metrology staff, ensuring that the metrology department meets organizational objectives. Any other responsibilities assigned by the Supervisor from time to time. Additional Skills desired: Microsoft Office SAP system Blue Mountain (Computerized Calibration Management Systems) CAPA System Problem-Solving / Root Cause analysis Expertise: Knowledge & Skills: Requires full working knowledge of relevant business practices and procedures in a professional field. Uses standard theories, principles, and concepts and integrates them to propose a course of action. Provides direct or indirect supervision to a group of employees, assigning tasks and checking work at frequent intervals. Accountabilities include work and people scheduling, performance management, and recommendations for hiring decisions. Judgment is required in resolving all day-to-day problems. Contacts are primarily with department supervisors, leads, subordinates, and peers. Frequent contact with external contractors/vendors. Requirements: Bachelor's degree or equivalent combination of education and experience. 2 or more years of previous experience are required of supervising the metrology technicians and overseeing the coordination & scheduling of all calibration activities. Must have permanent work authorization and not need sponsorship now or in the future. This is not C2C eligible, and no brokering is available. Want to know more? For immediate consideration, please apply online while viewing all open jobs at ******************* ARC Group is a Forbes-ranked top 20 recruiting and executive search firm working with clients nationwide to recruit the highest quality technical resources. We have achieved this by understanding both our candidate's and client's needs and goals and serving both with integrity and a shared desire to succeed. ARC Group is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.

We believe that everything starts with leadership! If you have a passion for first-class service, collaboration, one team spirit, team development, and service to the community - we'd like to speak with you. The Member Experience Supervisor role supports branch leadership in delivering exceptional member service through the day-to-day operations. Supports the branch team as a mentor, trainer, and coach; performing supervisory duties as assigned. Essential Functions and Responsibilities Service * Personally, provides exceptional member service; uses Service Standards in every work-related interaction. * Ensures that exceptional member service is being provided to members and team members, at all times. * Serves as a strong example of leadership in work ethic, professionalism, and conduct. * Actively participates in and provides leadership for the team in meeting the goals of the department and the Credit Union by promoting a harmonious work environment that motivates others towards team participation, goal setting/accomplishment, and personal development. * Ensures staff commitment to member service standards. This includes leading by example with a positive and professional tone and demeanor when assisting members and team members. Using courage and integrity to take action and provide friendly service at all times. Daily Responsibilities * Assists in development and execution of branch plans; identifies areas of opportunity and makes sound recommendations to improve member experience. * Assists with branch talent planning; acts as a mentor, trainer, and coach by observing the team and providing on-the-spot feedback and continued guidance. * Serves as a first point of contact for member escalations with the ability to resolve complex inquiries and conduct research to provide appropriate solutions that result in a positive member experience. * Builds, cultivates, and manages positive relationships with team members throughout the organization; continuously advocates for the membership; makes swift decisions while balancing risk and service. * Serves as a subject-matter expert; presents and facilitates at team meetings and Credit Union learning events. * Assists with overall branch operations, such as; new account compliance, security controls, cash management, branch opening and closing, and audit integrity. * Assists team members and members with complex loans transactions and/or inquires and act as an in-branch resource, identifying and offering appropriate member solutions. * Personally, and proactively assists members with service needs; balances supervisory responsibilities while placing members first. * Personally, participates and motivates teammates to assist at local Membership Development and community events, building strong relationships within the branch community. * Assists in testing, training, and implementation of new system functionality, enhancements, or other organizational projects; Champions new initiatives, providing constructive feedback, and helping drive branch adoption. * Performs supervisory duties, including but not limited to scheduling, planning, assigning, directing and evaluating team members' work; measures performance against goals; reviews efficiency and completeness of tasks; conducts performance reviews/coaching sessions, recommends salary increases, and develops higher levels of expertise in team members through coaching and training. * Acts as leader on duty in the absence of more senior team members. * Supports and assists at branches throughout the Arrowhead branch network. * Regular and predictable attendance and punctuality. * Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Identity Theft Red Flags and Office of Foreign Assets Control (OFAC) and complies with all federal and state laws/regulations as well as organizational policies, procedures, and processes applicable to area of responsibility. * Other duties as necessary and assigned by the Supervisor to achieve the goal of the credit Union. No aggressive sales goals - our focus is serving Members. Benefits Include: (not a complete list) Wellbeing * Weekly pay * 401K Retirement Savings Plan with company match * Paid time off accrual begins upon hire, 15 paid vacation days, 11 paid holidays * Paid sick leave (and increases with tenure!) * Company-provided life insurance at twice your annual salary * Financial Education Programs * DoorDash DashPass Health * Medical, Dental, and Vision Insurance for part-time and full-time employees * Modern Health * Care.com subscription * Teladoc Career Development * Career development opportunities * Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation. The pay range for this position is listed below. Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity. Pay range: Minimum: $26.22/hour | Midpoint: $32.78/hour| Maximum: $39.34/hour

**Hours:** Monday - Friday 10am-7pm At First Horizon Bank Operations, we are on a mission to deliver a seamless customer experience. We are passionate about doing things right and doing the right things. We collaborate with each other and with our internal business partners to delight our customers. We believe in creating an environment where everyone's ideas are valued so that the team operates at its best. Our team members serve with humility and a deep commitment to their responsibility to be the best at serving their customers one opportunity at a time. **Summary** : The position manages the performance of Fraud Hotline associates who are challenged to provide an elite level of service to the bank's clients. This includes, but is not limited to, ensuring quality and productivity goals are met. This leader oversees direct support staff who handle both inbound and outbound calls related to potentially fraudulent activities, providing exceptional support to our clients, and working collaboratively with internal teams to mitigate fraud risks. Direct report associates are responsible for fraud protection, which include fact gathering, investigation, direct client contact, and actions for resolution to ensure necessary regulatory expectations are maintained. The leader supports and leads the team ensuring policies, procedures, and other efforts designed to effectively protect our clients are adhered to without fail. They are also responsible for schedule adherence, employee conduct, and team performance goals. He/she will monitor communications with clients and internal business partners for timeliness and quality, providing effective feedback to individuals and teams to shape behavior and results; coaches, develops, mentors, and expands the expertise of the Fraud Hotline associates to enable them to deliver a stellar client experience at the point of contact. Maintains a highly knowledgeable, competent, and technology-literate team. Displays a personal example of professional conduct and commitment to associates and First Horizon. **Essential Duties and Responsibilities:** + Manages to policies/procedures to limit financial risk & improve productivity. + Oversees the fact gathering and investigation process and advises on actions for resolution while working to ensure Service Level Agreements are maintained. + Manages escalated client issues that are not resolved at the agent level. + Measures timeliness and effectiveness of associate actions and communications (written and verbal). + Coordinates with WFM, as needed, to ensure daily staffing meets business needs and is prepared to address as changes occur. + Monitors work queues, assigns daily work, and verifies completion to achieve service level standards. + Coaches team members to achieve individual goals. + Monitors, evaluates, and reports daily team and individual performance statistics to train and coach employees. + Conducts side by side coaching sessions, monthly scorecard reviews, identifies employee training and development needs, and reports concerns to Manager. + Monitors team member attendance and adherence and provides feedback as required. + Rewards team member performance or takes corrective action as needed. + Effectively manages multiple escalated issues, setting appropriate priority. + Identifies opportunities and provides feedback relating to continuous department improvement. + Demonstrates critical thinking skills, ability to accurately analyze information, make sound decisions, and articulate to leader. + Maintains professionalism, sense of urgency, accountability, initiative, and a strong work ethic. + Communicates professionally and effectively with all levels of staff, and business partners, both written and verbally **Education and/or Work Experience Requirements:** + Experience creating, leading, and growing client-focused, high performance, metric-driven, service-oriented cultures. + Problem solving ability, and client advocacy and/or voice of the client strategy experience. + Excellent verbal and written communication skills, including ability to effectively communicate with internal and external client. + Excellent computer proficiency (MS Office - Word, Excel and Outlook) + Must have excellent people-management and leadership skills. + Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary client service. + Must have ability to manage multiple processes and be a change agent. + College Graduate preferred or equivalent, three to five years' experience in bank product service/operations and management. **Physical Requirements:** + Ability to perform the essential job functions consistent safely and successfully with or without the ADA, FMLA and other federal, state, and local standards. + Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state, and local standards. + Must be able to talk, listen and speak clearly on telephone **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

Selling Supervisors play a key role in ensuring sales goals are consistently met, a customer experience is priority and service standards are executed according to company guidelines. In addition to being a highly productive sales driver, this person will act as an extension of the management team as a leader and role model to all sales associates when it comes to service standards and adherence to company policy Sales Generation Meet personal and store sales goals Continue to develop personal sales techniques and assist in the development of associates' sales techniques to maximize sales Utilize elevated levels of sales and service to maximize sales performance Demonstrate and in-depth knowledge of the merchandise Ensure all sales related polices and procedures are maintained Maintain a keen interest in the fashion industry and market trends Operations Collaborate with Management in areas of risk management, loss prevention, cash control, and inventory management Assist in the training of sales staff in all areas of register usage and maintenance Assist in all areas of stock, shipping, receiving protocols and policies Merchandise/Visual Ensures the selling floor is neat, organized, stocked, and reflects the correct visual image at all times Assist in the implementation and maintenance of all merchandising / visual directives Identify product concerns in a timely manner Minimum 2 years specialty retail experience Ability to work varied hours, nights, days and weekends to support the business needs Back of House Maintain store, employee area, stockroom and bathroom to Company standards Assist in the preparation and execution of stores physical inventories and actively participates in resolving inventory discrepancies Maintain standards of cleanliness and organization Actively contribute and support in non-selling activities and loss prevention initiatives Replenish stock and maintain high standards of merchandise and product presentation Maintain your designated ‘area of responsibility' Additional responsibilities may be assigned at the discretion of leadership