CliftonLarsonAllen jobs in Akron, OH

Job Title Financial Services Associate Ref No. 5021CLE Job Location Cleveland Work Type Full Time Description Squire Patton Boggs (US) LLP seeks an Associate to join our retail and consumer banking team as part of the Global Financial Services Practice Group. Our retail and consumer banking team advises leading national banks, state banks, credit unions, payment service providers, and financial technology companies on cutting edge issues impacting retail and consumer banking, payments, blockchain/stables, payment cards, auto finance, residential mortgage, unsecured personal lending, and digital banking. The ideal candidate is experienced in prudential banking regulation, has strong drafting and contracting skills, and the motivation, ability, and confidence to develop on an accelerated basis. Responsibilities: The successful candidate will be expected to provide a full range of the highest-quality legal services to clients, including drafting, negotiating, and documenting complex commercial transactions for various retail and consumer banking lines of business. The successful candidate will also have a strong working knowledge of federal and state consumer banking and finance laws, rules, and regulations. Academic and Professional Qualifications: Possess a strong academic record; and Admitted to practice law in the State Bar in the Associate's primary Office. Knowledge, Skills & Experience: Five to seven years' experience counseling U.S banks, credit unions, specialty finance businesses, fintechs, etc. ; Proven ability to work both independently and collaboratively with others on complex matters; Excellent written and oral communication skills and sound judgement; Strong technical drafting skills and relevant transactional experience with complex commercial transactions, including partnership agreements, co-brand agreements, whole-loan purchase/sale transactions, BaaS/Sponsorship Agreements, Platform Agreements, etc .; Solid working knowledge of consumer financial services and related lines of business; Experience drafting MSAs, SOWs, Schedules, Exhibits, Term Sheets, and Letters of Intent; Experience working with the U.S. prudential banking agencies ( e.g., OCC, FRB, FDIC) and federal and state enforcement agencies ( e.g., CFPB, FTC, NYDFS); Excellent client-relationship skills; Ability to complete assigned tasks with meticulous attention to detail; Motivated, organized, self-starter who is ready to assume responsibility on challenging matters with an intellectual curiosity and desire to grow and develop; and Experience working for a large U.S. bank, fintech, or nationally recognized law firm. Application Process: In order to be considered for a position at Squire Patton Boggs, you must formally apply online. Please be prepared to submit your resume/CV and unofficial law school transcript with the application. The salary range for this position is $237,500 - $257,500 per year, depending on skills and experience. We offer a professional and friendly work environment with competitive compensation and comprehensive benefits, including health, dental, life, 401(k) and many other excellent benefits. We are not accepting third party submissions. About Squire Patton Boggs Squire Patton Boggs is a full-service global law firm providing insight at the point where law, business, and government meet, giving you a voice, supporting your ambitions, and achieving successful outcomes. With over 1,500 lawyers spanning more than 40 offices across four continents, the firm is renowned for its local connections and global influence, delivering comprehensive legal services across North America, Europe, the Middle East, Asia Pacific, and Latin America. Squire Patton Boggs is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion or creed, sex, national origin, citizenship status, sexual orientation, gender identity, disability, veteran status, or any other condition protected by applicable law. This non-discrimination policy applies to all aspects of employment. #LI-WS1 #LI-Hybrid

Job Title Government Investigations and White Collar Associate Ref No. CLE4972 Job Location Cleveland Work Type Full Time Description Squire Patton Boggs is actively seeking an Associate to join our dynamic Government Investigations and White Collar Practice Group. The individual hired for this position will support and work directly with numerous partner-level litigators handling global compliance, government and internal investigations, white collar criminal defense, and related complex civil litigation. Relevant clerkship and government experience is a plus. The position can be based in any of our U.S. offices. Responsibilities: Conduct legal and factual research Analyze documents and complex financial transactions Draft motions, legal memoranda, investigation reports, and correspondence Interview witnesses Manage discovery and other case responsibilities Work with consultants and experts Academic and Professional Qualifications: Possess a JD from an accredited law school and a strong academic record. Admitted to a US State Bar and in good standing. Admission to the Bar in the state of the primary office is expected if not currently admitted. Experience working in a law firm or government agency with compliance and white collar government investigations experience involving anti-money laundering, economic sanctions, fraud, securities violations, Foreign Corrupt Practices Act, False Claims Act, or other comparable areas of criminal law are preferred. Job Requirements: 2 - 5 years of relevant experience in substantive areas of compliance, complex government and internal investigations, white collar criminal defense, and related complex civil litigation including: legal and factual research, persuasive writing, client and witness interviews, and case management Experience/working knowledge of criminal procedure Excellent organizational, reasoning and research skills; excellent written and verbal communication abilities; mature judgment; attention to detail; initiative Flexibility, composure, and the ability to prioritize and handle urgent tasks and requests simultaneously with a high level of competence and accuracy; the ability to remain composed and professional under stressful circumstances; commitment to ethical and confidentiality requirements; strong client service skills Ability to work as part of a team and without supervision, demonstrating initiative in seeking work and managing workload; active in formulating and recommending projects or alternative ways to complete projects that will benefit the case/client A background in business banking, finance, economics, accounting, or a foreign language is a plus Application Process: In order to be considered for a position at Squire Patton Boggs, you must formally apply online. Resumes should be accompanied by unofficial law school transcript and a recent writing sample (10 pages max). Please include a cover page with your writing sample that describes the piece you are submitting and how you may have modified it from its original format. The salary range for this position is $212,000 to $237,000 per year, depending on skills and experience. We offer a professional and friendly work environment with competitive compensation and comprehensive benefits. We are not accepting third party submissions. About Squire Patton Boggs LLP Squire Patton Boggs is a full service global law firm providing insight at the point where law, business and government meet, giving you a voice, supporting your ambitions and achieving successful outcomes. With more than 1,500 colleagues and 40 offices across four continents, we are well-established geographically with strong local and regional positions in North America, Europe, Asia Pacific, the Middle East and Latin America, and our practice experience spans all key sectors. Squire Patton Boggs is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion or creed, sex, national origin, citizenship status, sexual orientation, gender identity, disability, veteran status, or any other condition protected by applicable law. This non-discrimination policy applies to all aspects of employment. #LI-WS1 #LI-Hybrid

#LI-OD1 #LI-Hybrid * Provide technical support answering plan document related questions and issues * Assist with the design and modifications of plan documents * Provide compliance expertise during a plan's lifetime such as IRS submissions, plan amendments, restatements and terminations * Assist with answering technical questions and issues related to ERISA * Additional responsibilities as assigned Preferred Qualifications * Bachelor's degree Minimum Qualifications * High School Diploma or GED * At least three years of professional, retirement plan technical and compliance experience * Possesses comprehensive knowledge of industry and professional concepts, principles, practices and procedures * Possesses comprehensive knowledge of pertinent laws, regulations and professional standards * Proficient use of applicable technology * Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype) * Experience performing work that requires initiative and leadership skills * Pursuing Enrolled Retirement Plan Agent (ERPA) designation * Ability to anticipate and elicit customer needs * Ability to self-learn and develop business and technical knowledge quickly * Motivated team player with demonstrated interpersonal skills * Comfortable working with quick turnaround times and deadlines * Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization * Ability to travel as necessary

#LI-MM2 #LI-Hybrid * Develop and preserve effective working relationships with CBIZ associates, business unit leadership and HR team to successfully impact performance through efficient planning, recruiting, development, and training * Partner with leadership in driving business objectives * Work closely with management and associates to improve relationships, culture and morale, increasing productivity and retention of talent * Facilitate discussion with management and associates on employment matters and legal issues * Serve as liaison with associates and Employee Service Center resolving benefit matters * Provide ongoing associate / leader education to meet demands of growing market * Provide input to Corporate HR in policy development * Monitor management and associate staffing levels; identify recruiting and training needs; ensure assimilation of new hires through the onboarding program; utilize effective recruiting sources and methods to attract and select talented employees while effectively balancing external hiring and internal promotions * Communicate and assist in the administration of various HR programs, including salary administration, health & welfare benefits, performance appraisal. planning, and other key programs * Champion through communication and facilitation Corporate HR strategic initiatives * Serve as liaison with management and Corporate HR in addressing disciplinary action and * separations * Conduct all exit interviews and coordinate unemployment claims * May be primary user of HRIS * Maintain secure personnel files * Supervise HR staff (if applicable) * Participate in committees and special projects * Additional responsibilities as assigned Preferred Qualifications * Graduate or specialty degree preferred Minimum Qualifications * Bachelor's degree required * 10 years of experience * PHR/SPHR preferred * Strong HR generalist background * Extensive knowledge in performance management, legal (federal/state), employee relations, compensation/benefits, and HRIS also required * Strong organizational skills, time management and multi-tasking ability and prioritizing * Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally * Demonstrated ability in negotiation, conflict and problem resolution * Proficient use of applicable technology * Must be able to travel based on client and business needs all levels of an organization, both internally and externally * Ability to travel as required by business and on-call availability

#LI-MM2 #LI-Hybrid * Utilizing our business process, plans, evaluates and manages the execution of assigned projects * Develops and maintains software, operating systems and hardware technology * Administers, maintains, develops and implements policies, procedures and best practices * Has expert knowledge of commonly used concepts, practices and procedures within job scope * Identify and review opportunities and implement recommendations for improvement to mitigate risk and optimize technology * Prepare formal project plans maintaining an awareness and an updated status of projects that fall within span of responsibility * Provide leadership and mentoring opportunities to staff Preferred Qualifications * 5+ years of experience in IT Service Management or IT Operations leadership roles * College degree or equivalent required * ITIL 4 Foundation Certification (advanced ITIL certifications preferred) * Demonstrated success in implementing, governing, and improving ITSM processes in mid-to-large organizations * Strong analytical and root cause analysis skills, with the ability to translate findings into actionable improvements * Proven ability to develop and communicate metrics, dashboards, and executive-level reporting * Excellent facilitation, training, and stakeholder engagement skills * Strong leadership, collaboration, and time management abilities Minimum Qualifications * College Degree or equivalent * 6 years related experience * Expert technical knowledge * Knowledge of industry regulations * Ability to lead and coordinate the team activities of others * Ability to formulate, document and recommend new policies and procedures * Able to work in and lead a team * Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally * Ability to travel as required by business and on-call availability

Join us May 27-28, 2026 for Summer Leadership Program in Akron, OH. * Application Deadline: February 27, 2026 * Interview Dates: Rolling February 2-27, 2026 About Summer Leadership Program The Summer Leadership Program is an exciting 2-day experience that gives high achieving students like you an inside look at public accounting and the Eide Bailly experience; what it's like to work here, the services we offer, the industries we serve and more! You'll also participate in various activities that will build on your current professional skillset, giving you the competitive edge to jump-start your career in public accounting. Activities include: * Networking with Eide Bailly professionals and other students * Deep dives into Assurance and Tax * Fun, interactive team building events with Eide Bailly Staff and Partners * Community service activity * An inside look at upcoming internship opportunities with Eide Bailly Selection Criteria * Actively pursuing a degree in Accounting and have a strong interest in a career in public accounting * Graduating May 2026 - December 2029 * Academic performance * Interpersonal skills * Extracurricular activities, work experience, or other involvement * Interest in Eide Bailly's culture Must be authorized to work in the United States now or in the future without visa sponsorship. Who We Are Eide Bailly is a Top 25 CPA and business advisory firm with over 50 offices in the U.S. and India. Since 1917, we've built our firm around one thing: people. We believe meaningful work starts with meaningful relationships - with our clients, our communities, and each other. That's why we focus on creating an environment where you feel supported, connected, and empowered to grow. You'll be part of a team that values authenticity, fosters trust, and provides you with the tools to thrive. Why You'll Love Eide Bailly * You'll belong. We foster an inclusive, supportive environment where people look out for each other. You're a valued part of the team from day one. * You'll grow. You'll get hands-on experience with a variety of clients and industries or projects, all while working directly with experienced professionals who want you to succeed. * You'll be supported. Whether it's your Eide Guide, Career Advisor, or a co-worker you meet at lunch, you'll always have someone available to answer questions and help you navigate your career. * You'll have balance. Meaningful work is only one part of a meaningful life. We offer flexibility and benefits designed to support your well-being - inside and outside of work. Please note this is not an application for employment with Eide Bailly. This application is to participate in a two-day voluntary leadership program. #LI-CK1

#LI-OD1 #LI-Hybrid * Perform essential tasks necessary to support internal team members in the quest of providing comprehensive retirement consulting, administration and/or actuarial services * May assist in preparation and production of professional materials in work, excel and PowerPoint * Provide administrative support such as scanning, copies, report binding, deliveries, mailings, etc. * Manage incoming correspondence, including processing, logging, filing, and scanning * Maintain office supplies, including purchasing and inventory * May provide overall general office support related to operations, cleaning, and organizing * May assist with account receivables * May prepare and assemble mailings, including email blasts * Additional responsibilities as assigned Preferred Qualifications * Bachelor's degree Minimum Qualifications * High School Diploma or GED * Five years of relevant work experience in the retirement planning industry * Proficient use of applicable technology * Advanced computer skills in Word, Excel, PowerPoint, and Outlook * Experience with digital data management/filling system is an asset * Ability to manage multiple projects and deliverables simultaneously * Excellent written/verbal communication skills and use of grammar * Excellent organizational skills and attention to detail * Ability to adapt to a changing environment * Ability to follow standard procedures * Ability to work cooperatively with others * Ability to build relationships and trust with internal and external clients and other key stakeholders

Job Title 1L Summer Associate 2026 Ref No. 1LCLE Job Location Cleveland Work Type Full Time Description Squire Patton Boggs is looking for outstanding first-year law students to join our 2026 Summer Associate Program. Successful candidates will have a strong academic record, exhibit an inherent drive to learn and the ambition to succeed. We are seeking well-rounded and personable team players who aim to take initiative throughout their legal career. Our summer associate program gives you the tools and the platform to take you to the personal and professional heights you want to reach. Your job duties as a summer associate will include working on complex, high-level transactions, disputes, and policy matters across our network of practices and industries. We have a work allocation system that affords you the opportunity to work on various assignments and gain exposure to your practice areas of interest. During the program, you can expect to receive excellent mentorship at the partner and associate levels, have access to workshops and seminars on legal writing, pro bono opportunities, and much more. Academic and Professional Qualifications Rising 1L student at an ABA-approved law school. Record of outstanding academic achievement. Preference given to the top 25% of class or GPA of 3.5 and above. Work experience prior to law school is highly valued. Knowledge, Skills and Experience We seek candidates whose personal drive, legal acumen, rich experience, and approach to client service will make them trusted advisors to clients, and valuable colleagues. Adaptability, interest in our firm, discretion, and the ability to approach challenges thoughtfully and creatively are additional key indicators of success. Additional Skillsets Commitment to client service. Legal research and writing skills. Excellent communication skills. Demonstrated leadership ability and a commitment to team success and integrity are highly valued, as is sound judgment. Foreign language skills and multicultural experience prior to law school are a plus. Geographical ties. How to Apply Click Here to Apply. Be prepared to submit your resume. In addition, please include a writing sample (preferably no more than 10-12 pages) with a cover page that describes the piece you are submitting and how you may have modified it from its original format. Cover letters may also be submitted, and we will request your law school transcript once available. The salary for summer associates in Cleveland is $8,541.66 semi-monthly. *If you wish to be considered for multiple offices, please apply online using the job posting link for your preferred office and express interest in other offices hosting summer programs in your cover letter. You do not need to apply multiple times. About Squire Patton Boggs LLP With over 1,500 lawyers spanning more than 40 offices across four continents, the firm is renowned for its local connections and global influence, delivering comprehensive legal services across North America, Europe, the Middle East, Asia Pacific, and Latin America. With expertise spanning all key sectors, the firm is also known for its preeminent public policy practice and deep-rooted relationships in Washington DC and Brussels. Squire Patton Boggs is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion or creed, sex, national origin, citizenship status, sexual orientation, gender identity, disability, veteran status, or any other condition protected by applicable law. This non-discrimination policy applies to all aspects of employment.

#LI-OD1 #LI-Hybrid * Initiation of benefit calculations, including requests for election kits * Serve as the administrator and point of contact for retirement plans with small business clients and advisors that have a combination of a 401(K) Plan and Solo Plan, traditional Defined Benefit Plan and/or Cash Balance Plan (combo plans) * Effectively communicate combo plan recordkeeping processes with the client * Proactively request information and alert clients to combo plans operational and compliance matters * Coordinate with other team members as required for support on plan administration * Data reconciliation * Determination of minimum, maximum, and recommended annual plan contributions * Preparation of actuarial communications related to IRS funding rules and regulations * Preparation of accounting reports for plan and company financial statements * Preparation of government filings, including Form 5500 (and schedules), PBGC premium determination, and Form 8955-SSA * Preparation of required DOL notices such as the Annual Funding Notice * Other projects such as Form 4010 filings, plan design changes and audit support * Additional responsibilities as assigned Preferred Qualifications * Bachelor's in actuarial science or Business Administration * At least three years of professional Combo Plan experience * Ability to explain complex combo plan design and compliance items in a clear and understandable manner including how the plans will interact * Familiarity with Pension Guarantee Benefit Corporation (PBGC) requirements and filing * Understand and proficiently explain Beginning of Year versus End of Year Valuation Reporting * Excellent client communication skills with the ability to effectively interact with individuals at all levels of the organization Minimum Qualifications * High School Diploma or GED * At least three years of professional, pension experience * Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures * Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards * Proficient use of applicable technology * Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype) * Experience performing work that requires initiative and leadership skills * Ability to anticipate and elicit customer needs * Ability to self-learn and develop business and technical knowledge quickly * Motivated team player with demonstrated interpersonal skills * Comfortable working with quick turnaround times and deadlines * Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization * Capacity to adapt and work effectively within a variety of situations, and with various individuals or groups * Display innovative ideas and solutions and capacity to identify and eliminate redundant work efforts and inefficient processes * Ability to travel as necessary

#LI-MM2 #LI-Hybrid * Utilizing our business process, plans, evaluates and manages the execution of assigned projects * Develops and maintains software, operating systems and hardware technology * Administers, maintains, develops and implements policies, procedures and best practices * Has expert knowledge of commonly used concepts, practices and procedures within job scope * Identify and review opportunities and implement recommendations for improvement to mitigate risk and optimize technology * Prepare formal project plans maintaining an awareness and an updated status of projects that fall within span of responsibility * Provide leadership and mentoring opportunities to staff Preferred Qualifications * 5+ years of experience administering ITSM platforms * Strong knowledge of ITSM concepts and ITIL-aligned practices * Strategic mindset with strong problem-solving skills; able to anticipate gaps, dependencies, and risks while ensuring end-to-end process coverage. * Proven ability to configure, customize, and optimize ITSM workflows and automation. * Strong skills in dashboard/report building and data analysis * Ability to manage vendor relationships and stay up to date on platform capabilities * Excellent troubleshooting, documentation, and communication skills Minimum Qualifications * College Degree or equivalent * 6 years related experience * Expert technical knowledge * Knowledge of industry regulations * Ability to lead and coordinate the team activities of others * Ability to formulate, document and recommend new policies and procedures * Able to work in and lead a team * Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally * Ability to travel as required by business and on-call availability

#LI-AG1 #LI-Hybrid * Complete all aspects of tax and engagements (Individual, Trust, Gift, Estate) for clients including status updates to engagement managers and adhere to all quality control standards as required * Demonstrate understanding of the client's personal income, wealth transfer, and planning opportunities of client engagements * Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed * Achieve charge hour goals * Review associates' tax work: provide constructive review points * May supervise Associate's on engagements * Train and mentor associate staff * May be involved in the client billing process by assisting Managers or Directors * Identify and begin to develop knowledge in selected specialty practice * Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements * Participate in practice development activities such as: membership in qualified organizations capable of referring potential engagements * Execute administrative duties as assigned * Additional responsibilities as assigned Minimum Qualifications * Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred * At least 3 years of experience in public accounting or related field * 1 year supervisory experience preferred * CPA candidates preferred * Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary * Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally * Proficient use of applicable technology * Must be able to travel based on client and business needs

Job Title Workplace Culture & Development Manager Ref No. CLE5002 Job Location Cleveland Work Type Full Time Description Workplace Culture & Development Manager Our Opportunity Squire Patton Boggs is a global law firm recognized for its collaborative culture and commitment to developing people who deliver excellence for our clients. The Manager of Workplace Culture & Development (WCD) plays a vital role in advancing initiatives that strengthen engagement, connection, and professional growth across the firm. This position works closely firm leadership and teams across the business to enhance the workplace experience for our lawyers and professional staff globally. Main duties and responsibilities Partner with the Global Director to execute the firm's WCD strategy in alignment with organizational goals. Develop, implement, and manage firmwide initiatives that promote engagement, leadership development, and cross-office collaboration. Creates, plans and manages WCD-related programs and events; Interacts with outside vendors and organizations on the facilitation of various WCD activities and projects, including assisting with conference registrations; Gathers data, drafts responses and coordinates the submission of industry surveys and materials for client RFPs; Works in close collaboration with the design team to ensure communications are created, edited and produced in a manner supportive of WCD initiatives; Develops original communications used to introduce WCD themes, projects and programs to partners and employees on a global basis; Performs in a project lead capacity, as assigned, to ensure WCD team events, initiatives and projects are successfully planned, communicated and implemented; Manage relationships with external organizations and professional associations to support leadership and engagement initiatives. Regular attendance and timeliness are required. This is a hybrid role. We would expect some in-office attendance for events and other projects. Requirements Bachelor's degree required; advanced degree or certification in Organizational Development, Human Resources, Communications, or related discipline preferred. Minimum five (5) years of progressively responsible experience in culture, engagement, or talent development, preferably within a law firm or professional services environment. We require fluency in Microsoft Office and webinar tools and technology, excellent oral and written communication skills, attention to detail, problem solving, strategic thinking, and organizational skills. The ideal candidate must be able to proactively manage workload, execute under tight deadlines, and work effectively in a fast-paced work environment. The salary range for this position is $70,000 to $100,000 per year, depending on skills and experience. We offer a professional work environment with competitive compensation and comprehensive benefits. Our Firm Squire Patton Boggs is one of the world's strongest integrated legal practices. With over 1,500 lawyers spanning more than 40 offices across four continents, the firm is renowned for its local connections and global influence, delivering comprehensive legal services across North America, Europe, the Middle East, Asia Pacific, and Latin America. Squire Patton Boggs is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion or creed, sex, national origin, citizenship status, sexual orientation, gender identity, disability, veteran status, or any other condition protected by applicable law. This non-discrimination policy applies to all aspects of employment. #LI-RK1 #LI-Hybrid

#LI-OD1 #LI-Hybrid * Provide technical expertise related to investment questions and issues in support of servicing clients * Establish strong relationships with vendors, record-keepers, investment managers, and custodians * Gather and maintain market intelligence related to products, services, and value propositions * Review and modify the Investment Policy based on needs of the Plan Sponsor to ensure compliance and consistency * Provide general client service and problem resolution services * Prepare agenda items and content for client meetings * Assist with the presentation of investment reviews with clients * Work with service team on investment review action items/follow ups * Perform due diligence and commentaries on investment managers * Perform investment assessment and analysis for the entry and removal of preferred fund lists * Cover asset class for preferred fund list * Assist with and complete strategic projects on a quarterly basis * Produce reports using investment software programs such as Morningstar Direct and Envestnet * Manage client requests for proposals for plan recordkeepers/vendors * Provide individual and global investment advice to plan participants as needed in conjunction with Retirement Plan Education Specialist * Additional responsibilities as assigned Preferred Qualifications * Bachelor's degree in finance, economics, mathematics or other areas that contain strong analytical course content Qualifications Required * High School Diploma or GED * At least three years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environment * Possesses comprehensive knowledge of industry and professional concepts, principles, practices and procedures * Possesses comprehensive knowledge of pertinent laws, regulations and professional standards * Proficient use of applicable technology * Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype) * Experience performing work that requires initiative and leadership skills * Series 6 license, plus any other licenses as required by law * Pursuing at least one of the following: CFA (Chartered Financial Analyst), CPFA (Certified Plan Fiduciary Advisory), CIMA (Certified Investment Management Analyst) or other approved credentials or those required by law * Ability to anticipate and elicit customer needs * Ability to self-learn and develop business and technical knowledge quickly * Motivated team player with demonstrated interpersonal skills * Comfortable working with quick turnaround times and deadlines * Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization

#LI-CF2 #LI-Hybrid CBIZ is looking for a Power BI Developer to join our development team and support the firm's Business Intelligence and Data Analytics reporting and dashboard initiatives. This role will also involve analyzing operational and financial information, creating Power BI visualizations/analytical models, and articulating operational results to help drive operational efficiency and effectiveness. This is a hands-on role that requires proven experience developing Power BI reports/dashboards and writing SQL queries, including data modeling, DAX, and optimizing queries for performance. Additionally, the candidate will have a strong understanding of financial reporting, preferably in a professional services/accounting advisory environment. Essential Functions and Primary Duties: * Work with internal business stakeholders to generate reports and dashboards. * Demonstrates a positive, solutions-oriented attitude and proactively addresses stakeholder concerns, maintaining consistency and reliability in a dynamic, fast-paced environment with evolving priorities * Write and optimize SQL code to prepare, join, and validate data from multiple sources, ensuring accuracy and performance in reporting models. * Apply a strong understanding of modern data architectures such as Microsoft Fabric * Leverage Power BI and Alteryx to design dashboards and automate data workflows * Design and test solutions. * Conduct quantitative and/or qualitative research of information affecting financial and/or business processes. * Prepare and deliver descriptive, diagnostic, predictive, and prescriptive analytical insights as reports, ad-hoc queries, financial models, and Power BI dashboards for operational and management reporting at an enterprise scale. * Define KPIs/targets and monitor actions coming out of operational reviews to ensure continuous improvement in initiatives designed to drive firm profitability. * Apply data visualization, descriptive and summary statistical techniques for discovery and timely insights through Power BI and other business intelligence platforms. * Capable of communicating findings and trends based on dashboard data * Leverage internal and external data sources to gather relevant benchmarks for the CPA firm industry. Preferred Qualifications: * 3-5 years of hands-on Power BI development experience * BS degree, Accounting, Finance or IT focus preferred. * Strong understanding of financial reporting, preferably in a professional services/accounting advisory environment. * Experience writing and troubleshooting DAX calculations * Proficiency in Power BI and data tools (SQL Server, SSIS). * Must possess analytical skills and be able to comprehend, manipulate, and interpret statistical data. * Ability to present to C-level team members. Minimum Qualifications Required * College Degree or equivalent required * 1 year related experience * Proficient use of applicable technology * Ability to follow technical instructions and guidelines * Ability to document daily activities and system functions * Able to work in team environment * Demonstrated ability to communicate verbally and in writing throughout all levels of organization both internally and externally * Ability to travel as required by business and on-call availability * Able to lift up to 50 lbs

Dare to bring your unique perspective? At Novogradac, we value individuals who bring unique perspectives and bold ideas. If you're eager to contribute to an inclusive, innovative environment where your personal and professional growth is encouraged and supported, we invite you to explore this exciting opportunity with us. Position Summary: The Time & Billing Specialist performs a variety of accounting support functions in the Finance Department. This position assists with preparing and validating client invoices, maintaining client accounts, and reviewing employee time. This position will report to the Time & Billing Supervisor with oversight from the Assistant Controller. The firm has one available position in either Atlanta, GA, Austin, TX, Cleveland, OH, Dover, OH, Long Beach, CA, Portland, OR, or St. Louis, MO. Essential Duties & Responsibilities: * Maintain accuracy of client account data within the ERP accounting system. * Review employee and partner timesheets for accuracy, completeness, and adherence to firm policies. * Review client invoices for accuracy and distribute monthly invoices through mail and email. * Process time and billing adjustments. * Monitor and respond to internal and external inquiries in the support queue related to time entry, billing questions, and client account updates. * Create and process ad hoc invoices. * Process client credit card refunds. Download and report on client confirmation and credit card transactions. * Follow-up on client accounts that have non-deliverable addresses. * Prepare journal entries for accounts receivable adjustments, including payment transfers, client refunds, and write-offs. * Produce ad hoc reports related to time and billing. * Additional ad hoc duties and projects as assigned. Knowledge, Skills, Abilities: * Strong computer skills, including solid skills in the Microsoft Office suite, in particular with Excel, as well as experience using accounting software systems. * Excellent verbal and written communication skills. * Strong organizational and follow-through skills, performing work accurately with strong attention to detail. * Ability to meet deadlines and effectively prioritize a fast-paced and varied workload. * Sound understanding of financial concepts. Minimum Qualifications: Associate degree or college level coursework, preferably in accounting or finance, plus 1-3 years of related billing, accounts receivable or accounts payable experience and/or appropriate balance of education and work experience. Preferred Qualifications: Bachelor's degree in accounting and prior experience working in a professional services firm. Why work with us? Novogradac is committed to fostering a welcoming workplace where all employees feel valued and empowered to grow. We believe in offering a supportive, balanced work environment that encourages professional growth and work-life integration. We are proud to offer: * Increased number of paid holidays per year * Competitive salaries with continuous review of market conditions * Flexible working hours and work arrangements * Remote and hybrid opportunities * Inclusive workplace, providing strong professional growth and development opportunities The benefits of joining our team * Strong growth opportunities * Competitive benefits package * 401(k) package with firm profit-sharing * Discretionary annual bonuses for eligible positions & CPA bonus plan * Strong emphasis on quality work-life integration * Dress for your day policy * Resources of a national firm * Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment * Compensation: $43,000 - $49,000 depending on experience. More is possible if experience dictates. Don't Meet Every Single Qualification? After reviewing this job posting, are you hesitating to apply because you don't meet all the listed requirements? At Novogradac, we are dedicated to building a workplace supported by unique perspectives and experiences, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may still be the right candidate for this or one of our other roles. Get to know us better! We're Novogradac, a national certified public accounting and consulting firm headquartered in San Francisco. Founded in 1989, the allied group of Novogradac companies has grown to more than 800 employees and partners with more than 25 offices throughout the country. Novogradac is one of the nation's top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development. Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields. Ready to learn more? To be considered for this position, interested candidates MUST apply via our company website: ******************************* Commitment to Inclusion Novogradac is committed to ensuring a fair and inclusive recruitment process, making reasonable accommodations to individuals with disabilities or special needs throughout the application process. We encourage applicants from all backgrounds, identities, and experiences to apply, as we believe that unique perspectives strengthen our ability to achieve excellence. At Novogradac, we offer a variety of Employee Resource Groups and Affinity Groups to provide all employees with opportunities to connect, collaborate, and support one another in the workplace. Novogradac & Company LLP offers a progressive work environment, competitive pay and an excellent benefits package including medical, dental, vision, paid time off, life/disability insurance, commuter flex accounts and a 401(k). Novogradac and Company LLP is an equal opportunity employer. Novogradac's culture is centered on education, acceptance, innovation and opportunity. We value diversity and respect the different perspectives that each of our employees bring to Novogradac no matter their age, race, religion, gender identity or sexual orientation. We are committed to creating an equitable and inclusive workplace for our entire workforce. By submitting an application with us, you are providing Novogradac with personal information. 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Work Arrangement: In-office, or Hybrid Typical Day in the Life A typical day as a Tax Manager in Beachwood, OH might include the following: * Prepares, Reviews, and Sign individual, business, and other types of tax returns for clients in various types of entities and industries. * Working with the tax team to ensure the various components of the tax process are performed -- including tax planning, client interaction and performing special tax projects. * Looking at tax situations from various angles to ensure the maximum tax benefit is applied. * Developing solutions and communicating those solutions to the engagement team and client. * Manages client relationships by monitoring client needs and building value into professional service. * Participates in the area of business development. * May assist with client billings to ensure they reflect work performed. * Supervises and delegates duties to Associate and Senior Associate level staff. * Provides mentoring and technical training for employees in the tax department. * Attends training seminars, professional development, and networking events. Who You Are * You have Bachelor's degree in Accounting. * You have CPA license or Enrolled Agent (EA) certification. * You have 5-7 years of tax experience within public accounting. * You have extensive knowledge of tax accounting principles and IRS regulations. * You actively stay up-to-date on the ever-changing tax industry's regulations and policies. * You are a self-starter who enjoys working independently and in a team environment. * You are able to focus on complex tasks and will quickly understand the firm's comprehensive compliance processes. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. #LI-RI1 #LI-HYBRID

#LI-MM2 #LI-Hybrid * Utilizing our business process, plans, evaluates and manages the execution of assigned projects * Develops and maintains software, operating systems and hardware technology * Administers, maintains, develops and implements policies, procedures and best practices * Has expert knowledge of commonly used concepts, practices and procedures within job scope * Identify and review opportunities and implement recommendations for improvement to mitigate risk and optimize technology * Prepare formal project plans maintaining an awareness and an updated status of projects that fall within span of responsibility * Provide leadership and mentoring opportunities to staff Minimum Qualifications * College Degree or equivalent * 6 years related experience * Expert technical knowledge * Knowledge of industry regulations * Ability to lead and coordinate the team activities of others * Ability to formulate, document and recommend new policies and procedures * Able to work in and lead a team * Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally * Ability to travel as required by business and on-call availability

Job Title Government Investigations and White Collar Senior Associate Ref No. CLE4973 Job Location Cleveland Work Type Full Time Description Squire Patton Boggs is actively seeking a Senior Associate to join our dynamic Government Investigations and White Collar Practice Group. The individual hired for this position will handle global compliance, government and internal investigations, white collar criminal defense, and related complex civil litigation. Relevant clerkship and government experience is a plus. The position can be based in any of our U.S. offices. Responsibilities: Conduct legal and factual research Analyze documents and complex financial transactions Draft motions, legal memoranda, investigation reports, and correspondence Interview witnesses Manage discovery and other case responsibilities Develop and manage client relationships Supervise consultants and experts Mentor and guide junior associates, fostering a collaborative team culture Academic and Professional Qualifications: Possess a JD from an accredited law school and a strong academic record. Admitted to a US State Bar and in good standing. Admission to the Bar in the state of the primary office is expected if not currently admitted. Significant experience working in a law firm or government agency with compliance and white collar government investigations experience involving anti-money laundering, economic sanctions, fraud, securities violations, Foreign Corrupt Practices Act, False Claims Act, or other comparable areas of criminal law are preferred. Job Requirements: 7 + years of relevant experience in substantive areas of compliance, complex government and internal investigations, white collar criminal defense, and related complex civil litigation including: legal and factual research, persuasive writing, client and witness interviews, and case management Experience/working knowledge of criminal procedure Excellent organizational, reasoning and research skills; excellent written and verbal communication abilities; mature judgment; attention to detail; initiative Flexibility, composure, and the ability to prioritize and handle urgent tasks and requests simultaneously with a high level of competence and accuracy; the ability to remain composed and professional under stressful circumstances; commitment to ethical and confidentiality requirements; strong client service skills Proven ability to lead teams and manage multiple high-stakes client relationships Ability to work as part of a team and lead junior associates, promoting collegiality and collaboration A background in business banking, finance, economics, accounting, or a foreign language is a plus Application Process: In order to be considered for a position at Squire Patton Boggs, you must formally apply online. Resumes should be accompanied by unofficial law school transcript and a recent writing sample (10 pages max). Please include a cover page with your writing sample that describes the piece you are submitting and how you may have modified it from its original format. The salary range for this position is $257,000 to $282,000 per year, depending on skills and experience. We offer a professional and friendly work environment with competitive compensation and comprehensive benefits. We are not accepting third party submissions. About Squire Patton Boggs LLP Squire Patton Boggs is a full service global law firm providing insight at the point where law, business and government meet, giving you a voice, supporting your ambitions and achieving successful outcomes. With more than 1,500 colleagues and 40 offices across four continents, we are well-established geographically with strong local and regional positions in North America, Europe, Asia Pacific, the Middle East and Latin America, and our practice experience spans all key sectors. Squire Patton Boggs is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion or creed, sex, national origin, citizenship status, sexual orientation, gender identity, disability, veteran status, or any other condition protected by applicable law. This non-discrimination policy applies to all aspects of employment. #LI-WS1 #LI-Hybrid

We strive every day to exemplify our CLA values - curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one's actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else. CLA is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other. Our Akron/Canton, OH location is seeking Tax/Audit Interns. Come and see for yourself! PRIMARY RESPONSIBILITIES Prepares individual, corporate, partnership, and other types of tax returns. Performs audit, review, compilation, and other assurance services. Gains experience, exposure, and knowledge of procedures, workpapers and systems. Supports multiple client engagements on time and within budget, identifying issues and communicating progress. Expands industry knowledge, through greater exposure to peers, clients, and formal training opportunities. Completes research and special projects as needed. Communicates effectively with clients and CLA family members on a regular basis. MINIMUM REQUIREMENTS Working towards the achievement of a bachelor's degree - Degree in Accounting or Finance strongly preferred. Achieving credit requirements to be eligible to sit for the CPA exam per state requirements. General knowledge of accounting principles and reporting of financial data. Willingness to learn new technologies. Proficient with Microsoft (MS) Windows and Office products. Reliable transportation and willingness to travel to client sites. #LI-LE1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.