CohnReznick jobs in Jupiter, FL

As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia. We currently have an exciting career opportunity for a Manager to join the M&A Insurance Advisory team. CohnReznick is a hybrid firm most of our professionals are located within a commutable distance to one of our offices. This position is considered remote which means it does not require job duties be performed within proximity of a CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for client work, team meetings, or trainings. YOUR TEAM. This position will support our M&A Insurance Advisory practice . This group provides a wide suite of services to clients, giving you the opportunity to learn, grow, and build out your skills. As a member of this team, you'll interact with team members across all levels within the practice. WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities Responsibilities include but not limited to: * Support Value360's growing M&A Insurance Advisory practice * Review financial due diligence reports, acquisition agreements, and representation and warranty insurance (RWI) policies * Facilitate virtual interviews with technical accounting experts and diligence providers * Effectively communicate diligence findings in written deliverables, clearly articulating the basis for any recommendations * Provide timely and comprehensive responses to clients regarding accounting and valuation considerations * Conduct GAAP research The Successful Candidate Will Have * Bachelor's degree in Accountancy, Finance, Business Administration, or related field. * 5+ years of experience providing financial due diligence or auditing services * CPA or CFA preferred. * CFF or CFE designations are a plus. * Experience assessing the sufficiency of financial diligence procedures in the context of mergers and acquisitions. * Significant case experience regarding complex transactions and accounting considerations. * Experience managing multiple complex engagements simultaneously. * Excellent analytical and organizational skills. * Significant flexibility of work schedule to meet client needs. * Excellent analytical and problem-solving skills * Excellent analytical, problem-solving, and root cause determination skills. * Strong written and verbal communication skills. * Ability to lead a team in a deadline-driven environment. A natural self-starter and independent thinker. * Action-oriented, decisive approach, with the willingness to take a hands-on role to ensure the deliverables are met on time with high quality. * Proficient in Microsoft Office * Strong attention to detail with the ability to work independently. Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, 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 be just the right candidate for this or one of our other roles. "CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@CohnReznick.com Please note: This email address is reserved for individuals with disabilities in need of assistance and is not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

We are hiring for an Occupational Therapist. Comprehensive training program, mileage reimbursement, & excellent benefits! At Advanced Health Services, a part of LHC Group, we embrace a culture of caring, belonging, and trust and enjoy the meaningful connections that come from it: for the whole patient, their families, each other, and the communities we serve-it truly is all about helping people. You can find a home for your career here. As an Occupational Therapist, you can expect: the ability to build in-person trusted therapist-patient relationships continuing education and tuition reimbursement opportunities flexible scheduling and autonomy career growth possibilities Give your passion to serve others and your drive for better, more advanced quality healthcare. The Occupational Therapist in Home Health is responsible for the assessment and evaluation of patient care needs related to functional status, activities of daily living, fine motor coordination, home assessments and adaptive equipment, and other occupational therapy needs as defined by medical conditions. Provides service within the scope of practice as defined by the state laws governing the practice of Occupational Therapy, in accordance with the plan of care, using evidence-based techniques, and in coordination with other members of the health care team. Evaluates the patient's functional status, status of all body systems as required for CMS documentation, and occupational therapy needs. Consults with the physician in the development of the therapy plan of care. Observes, records, and reports to the nurse supervisor and the physician the patient's response to treatment and changes to the patient's condition. Conducts patient assessments evaluating the level of function by applying diagnostic and prognostic functional ability tests. License Requirements Current Occupational Therapy licensure in state of practice Current CPR certification Current driver's license, vehicle insurance, and access to a dependable vehicle, or public transportation

WHEN YOU WORK FOR US, WE WORK FOR YOU With Titan Medical, you gain access to thousands of travel nursing and allied health jobs across the country. You also get unmatched service. From the moment you apply, your recruitment specialist is focused on you-helping you build your profile to increase your chances of landing your perfect assignment. That includes developing your résumé, skills checklist and references. Travel - Respiratory Therapist Weekly Gross Pay: $2044.00 - $2244.00 Location: Urbana, IL, United States Start date: 12/29/2025 Assignment length: 12 Weeks Minimum years of experience: 2 - previous travel experience is not required Job type: Traveler Shift: Night (3x12) Certifications: RRT/BCLS/BLS - American Heart Association Titan Medical is looking for travelers to fill a Travel Respiratory Therapist position for a 13 week assignment in Urbana, IL! Call Titan for additional details. **************

Physical Therapist (PT) - Home Health- $20,000 Sign-On Bonus!! Work Type: Full-Time Compensation: $70-$80/hour- commensurate with experience About the Opportunity A respected home health organization is seeking a skilled and compassionate Physical Therapist to join its patient-focused care team in Redding, CA. This role allows you to provide impactful, one-on-one therapy services directly in patients' homes-empowering them to regain independence, improve functional mobility, and enhance their overall quality of life. As a Physical Therapist in home health, you will evaluate patient needs, design individualized treatment plans, and guide patients through rehabilitative care tailored to their goals. You'll collaborate closely with a supportive, multidisciplinary team that prioritizes high-quality, patient-centered care. Key Responsibilities Perform comprehensive physical therapy evaluations to assess mobility, strength, balance, and functional limitations Develop and implement individualized treatment plans that support patient goals and safety Educate patients and caregivers on therapeutic exercises, mobility strategies, and safe use of equipment Document care thoroughly and promptly in compliance with regulatory and agency standards Coordinate with nursing, occupational therapy, and other healthcare professionals to ensure integrated, effective care Travel within the Redding service area to complete in-home patient visits Required Skills Active Physical Therapist license in California Doctorate or Master's degree in Physical Therapy Minimum 1 year of experience as a practicing Physical Therapist Home health experience strongly preferred Current BLS / hands-on CPR certification Reliable transportation with a valid driver's license and proof of auto insurance Additional Skills to Consider Experience using electronic medical record (EMR) systems Familiarity with Medicare home health guidelines Ability to independently manage a home-based caseload Strong skills in developing functional, goal-driven treatment plans Benefits Include Medical, Dental, and Vision Insurance Paid Time Off (vacation, sick leave, holidays) Mileage reimbursement Employee Assistance Program (EAP) Health Savings & Flexible Spending Accounts Disability, Life, and AD&D Insurance 401(k) retirement plan Why This Opportunity Stands Out This position offers the autonomy and flexibility of home health paired with the support of a coordinated clinical team. You'll have the resources needed to focus on delivering meaningful, one-on-one patient care while enjoying opportunities for continued learning and professional growth. Your expertise will help patients function more confidently and safely within their daily environments. Equal Opportunity & Inclusion We are committed to fostering a diverse, inclusive, and equitable workplace. All qualified applicants are encouraged to apply regardless of race, religion, gender identity, sexual orientation, age, disability, or veteran status. If you require accommodations during the hiring process, support is available.

Service Associates perform operational support and oversight on behalf of the Market as well as general management support functions and special projects. The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals. The Service Associate must have the ability to resolve problems using all available resources and escalate matters, as necessary. DUTIES and RESPONSIBILITIES: OPERATIONAL SUPPORT • Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing • Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and/or overnight mail at multiple points throughout the day • Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals • Assist with processing of trade adjustments and responding to operational alerts • Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner • Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements • Remedy and/or escalate service breaks to management team OTHER • Assist with special projects (e.g., recruit onboarding support) • Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features • Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed • Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support) • Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers • Organize and track progress against operational remediation projects EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and/or Experience • High School Diploma/Equivalency • College degree preferred • Industry experience is a plus Knowledge/Skills • Strong computer skills and knowledge of Microsoft Office products • Exceptional writing, interpersonal and client service skills • Detail oriented with superior organizational skills and ability to prioritize tasks • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Reports to • Service Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

#LI-KW1 #LI-Hybrid * Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients * Develop a Personal Development Plan annually outlining personal and professional goals for upcoming year * Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates, and CBIZ marketing sources * Document activity, notes, and prospect data in appropriate CBIZ systems * Develop and present recommendations to clients based upon consultative selling approach * Appropriately close for new business, documenting won and lost opportunities and reasons * Seamlessly transition sold clients to designated client service team * Serve as client's valued advisor; building a strategic and personal relationship with key client decision makers * As appropriate, work with client service team to serve client and retain business * Communicate with leadership, providing field input on market trends, competitor analysis, and other business intelligence * Identify, initiate, and support cross serving leads to other CBIZ business developers * Responsible for meeting annual sales goals if applicable to position * Additional responsibilities as assigned Preferred Qualifications * Bachelor's Degree * Valid Property & Casualty license Minimum Qualifications * High School Diploma or GED equivalent * Some relevant industry experience * Must obtain required licenses/credentials * Superior command of verbal, written, presentation, and negotiation skills * Proficient use of applicable technology * Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally * Must be able to travel based on client and business needs

WHEN YOU WORK FOR US, WE WORK FOR YOU With Titan Medical, you gain access to thousands of travel nursing and allied health jobs across the country. You also get unmatched service. From the moment you apply, your recruitment specialist is focused on you-helping you build your profile to increase your chances of landing your perfect assignment. That includes developing your résumé, skills checklist and references. Travel - Respiratory Therapist Weekly Gross Pay: $2036.00 - $2236.00 Location: Carbondale, IL, United States Start date: 12/22/2025 Assignment length: 13 Weeks Minimum years of experience: 2 - previous travel experience is not required Job type: Traveler Shift: Day (5x8) Certifications: BCLS/BLS - American Heart Association/RRT Titan Medical is looking for travelers to fill a Travel Respiratory Therapist position for a 13 week assignment in Carbondale, IL! Call Titan for additional details. ************** Benefits: Day One Health Insurance Dental insurance 401(k) PTO Life insurance License reimbursement Continuing Education Unit reimbursement (up to $300/year)

As CohnReznick grows, so do our exceptional career opportunities for talented advisory, assurance, and tax professionals. As one of the nation's top professional services and business advisory firms, you will join a team that thrives on innovation and values collaboration in everything we do! CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia. We currently have an exciting career opportunity in our Jupiter office for Summer 2027. We are looking for Tax Summer Interns to join our team from June to August 2027. CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week. YOUR TEAM. * Engagement Team: You will work closely on a team made up of other Interns, Associates, Senior Associates, Managers, Senior Managers, and Partners. * Industries: We serve a variety of clients across industries, including: Consumer & Industrial, Financial Sponsors & Financial Services, Life Sciences & Healthcare, Public Sector, Real Estate, Renewable Energy, Technology & Media, and Private Client Services (varies by office). * Office: Our CohnReznick office comes with amenities and collaborative spaces. * Performance Coach: Will meet with you to establish goals, provide feedback and support to guide you along your career path of choice; many of our current Senior Managers and Partners were once CR Associates themselves. * CR Friend: Will serve as a familiar face when you join the firm and someone you can always reach out to. WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities Include But Not Limited To As a Tax Summer Intern, you will be responsible for becoming familiar with current tax theories and laws and performing procedures in accordance with firm standards and in an accurate, thorough, and timely manner. In addition, you will: * Work on a variety of client deliverable including preparation of tax returns, individuals, partnerships and corporate tax returns. * Identify potential tax issues and prepare tax adjusting entries and tax trial balances based on audited or client provided trial balances. * Assist the team with daily client workflow. Your Experience. We are looking for highly dedicated students with impressive credentials that are driven by new challenges and growth opportunities. We seek team players who believe in providing world-class client service and are interested in becoming immersed in various industries. Successful team members are looking for a work environment that values and promotes camaraderie, collaboration and giving back to the community. The Successful Candidate Will Have * Pursuing a Bachelor's or Master's degree in Accounting * Plan to complete 150 credit hours between May 2027 - September 2028 in order to be CPA licensed * Have a minimum 3.0 GPA in both your major and overall * Successful completion of two accounting courses prior to the start of your internship * Have held leadership positions in student organizations, extracurricular activities and/or on team projects * Prior work or internship experience is a plus * Exhibit excellent communication skills and the ability to work in a team environment * Able to learn in a fast-paced environment * Possess strong computer literacy and proficiency in Microsoft Office (Excel, Word, PowerPoint) * CohnReznick does not offer sponsorship to foreign nationals for Entry Level Roles (new associates and interns). In order to apply for an internship or an Associate role at CohnReznick, successful candidates will have to provide proof of work authorization such as U.S. Citizenship or permanent residency status. In addition, please take a moment to review our Universal Job Standards . After reviewing this job posting, are you hesitating to apply because you don't meet every single requirement? Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, 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 be just the right candidate for this or one of our other roles. "CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters . If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@cohnreznick.com . Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. #GD

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate (“Private Bankers” or “PB”) to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office(s). Job Description/Position Responsibilities Partner with FAs to provide advice and potential cash management and lending solutions to clients Build product awareness and understanding among Financial Advisors Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new cash management and lending revenue Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited to production, balances, revenue, Advisor participation, units, etc. Establish a reputation of execution and excellence. Gain confidence of FAs to fully develop the cash management and lending opportunities with their clients Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support Act as the subject matter expert for FA, Branch and client inquires on Private Banking products and services Understand competitive environment and develop strategies to retain and win new business Develop and implement product marketing strategies with Branch Management and FA team Work with and communicate effectively with Financial Advisors, Branch Managers, Branch staff and Product partners Qualifications: Minimum of 7 years of successful lending business development experience with an investment, commercial or private bank Expert knowledge of credit products including credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products and commercial credit facilities Experience in understanding the financial needs of all types of clients Proven new business development / origination experience with Lending products is required Completion of formal credit training strongly preferred Bachelor's degree preferred or relevant experience Skills/Abilities: Strong relationship building capabilities with Financial Advisors, Branch Managers, Clients, Product Specialists and matrix partners Strong understanding of the suite of all cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products Ability to understand the financial needs of the retail brokerage clientele. Ability to efficiently, tactfully & professionally screen, manage and/or decline transactions while maintaining FA and client relationships Possess excellent business development and marketing skills and desire to consistently achieve top revenue results Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances Demonstrate positive initiative, leadership and comfort working in a fast-paced environment Detail orientation with strong organizational and analytical skills Ability to train Financial Advisors on product suite Possess excellent oral and written communication skills Exceptional presentation skills Ability to meet deadlines and manage Financial Advisor and client expectations Good collaboration skills in a team-oriented environment WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. The Pricing Manager role is a critical position at Armanino. As a services firm, pricing is key to our client arrangements and drives our economics. This role leads the firm's pricing strategy and key elements of execution, including interacting with leaders at all levels, including the C-Suite. The role is full of interesting challenges and rewarding outcomes as it truly drives large scale results for the firm when done well. Job Responsibilities * Play an integral role in pricing strategy across our business units, helping to build centralized and standardized processes that allow enough flexibility for each unique service offering. * Collaborate with key stakeholders to generate new, innovative pricing and value ideas. Stay ahead of the curve by defining a pricing roadmap, conducting market research and analysis and communicating with key stakeholders to solicit feedback. * Collaborate with senior business unit and growth office leaders to understand their pricing needs and the business environment, and to align on pricing strategies. * Manage the annual pricing cycle with a focus on competitive analysis, effective rate improvements, business unit renewal model updates and improved customer and profit profitability. Collaborate with key stakeholders across the organization to assist in updating rates firm's ERP system as needed. * Manage the firm's pricing and project economics dashboard and reports, with a focus on surfacing to firm and business leadership key observations and recommendations based on key performance indicators. Support rollout, education and adoption of dashboard firmwide. * Lead, define, drive and perform analysis of customer and project economics in support of achieving our firmwide 'Gold Standard' KPIs and our transformation goals. * Provide enhanced visibility to the broader organization with consistent and timely updates on pricing strategy and execution. * Own and maintain pricing impact models, deal simulators and margin calculators, among others. * Educate and communicate pricing tools and methodologies in collaboration with our Change Management and Internal Communications teams. * Provide guidance, influence and collaborate with Finance team members to support the pricing and margin improvement process. Requirements * Bachelor's degree in related field of study or equivalent work experience. * Minimum 5 years' experience in service industry pricing or finance related function * Experience and desire to work with large data sets with numerous data attributes, including ability to combine, analyze and extrapolate information from those large data sets for specific audiences * Strong analytical skills and proficiency in Excel, including financial modeling, sensitivity analysis, cohort analysis * Experience with ERP and CRM Systems * Strong communication skills, and ability to present complex subject matter to senior-level business stakeholders * Deep understanding of pricing strategy; ability to gain consensus on cross-functional teams to determine go-to-market pricing strategy with respect to each unique service line and that service line's customer base. * Exceptional collaboration, influencing, and partnership skills with ability to drive consensus at various levels in cross-functional teams to drive actionable results * Ability to identify technology solutions and tools to solve business problems, drive desired outcomes and present approaches through data driven storytelling * Comfortable dealing with uncertainty by creating structure and prioritizing effectively * Ability to handle multiple priorities with a high degree of flexibility and accountability Preferred Qualifications * Master's degree in Finance, Mathematics, Business Administration, or related field * Experience with Microsoft Copilot, Generative AI, and Machine Learning Models * Experience with Workday, Workday Adaptive Planning * Experience with Microsoft BI Suite or similar Data Visualization tools * Pricing experience in a professional services industry with larger ($500m+ / yr) firm "Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $118,700 - $139,700. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $130,600 - $153,700. For Northern California residents, the compensation range for this position: $136,000 - $160,700. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: * Medical, dental, vision * Generous PTO plan and paid sick time * Flexible work arrangements * 401K with Profit Sharing * Wellness program * Generous parental leave * 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. DUTIES and RESPONSIBILITIES CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile * Confirm authorization and authenticate client when processing requests * Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples * Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors * Prepare financial plans, client reports, and other materials for client meetings * Review and take appropriate action on client account alerts OTHER * Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model * Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars * Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls * Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance * Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and/or Experience * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred * High School Diploma/Equivalency * College degree preferred Knowledge/Skills * Strong industry, product, and branch procedures knowledge * Exceptional writing, interpersonal and client service skills * Detail oriented with superior organizational skills and ability to prioritize tasks * Strong computer skills and knowledge of Microsoft Office products * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Goal oriented, self-motivated and results driven * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Reports to * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. Job Responsibilities Problem Identification & Solution Definition * Lead efforts to identify and quantify business unit-specific digital (process and technology) challenges. * Collaborate with stakeholders to define digital solutions tailored to those challenges. * Collaborate with other BUs to identify cross BU digital opportunities. Strategic Roadmapping * Develop and prioritize a transformation roadmap for the business unit. * Maintain listing of all tools used by BU (tool, vendor, use case, contract info) - including Update schedules, tool specific roadmaps, etc * Ensure alignment with the Firmwide Digital Group (FDG) and broader organizational goals, including Vision 2030. * Support Partner in Charge of Business Unit in presentation of digital roadmaps to key leadership stakeholders. Resource & Timeline Planning * Work with BU to plan and allocate resources effectively for transformation initiatives. * Contribute to the establishment of realistic timelines and milestones for project execution. Execution & Ownership * Take full ownership of the business unit's portion of integrated transformation plans. * Ensure timely and successful delivery of initiatives. Cross-functional Collaboration * Partner with FDG and other business units to maintain alignment on priorities and execution. * Facilitate communication and coordination across teams. Performance Measurement * Define Key Performance Indicators (KPIs) and Key Results at the start of each initiative. * Monitor and report on progress and outcomes. Program Management * Oversee the execution of both business unit-specific and firmwide initiatives. * Ensure integration and synergy across programs. Change Management * Lead BU change management efforts to ensure smooth adoption of new processes and technologies. * Develop and execute launch plans for transformation initiatives. Requirements * Strong technical background with a deep understanding of business operations. * Ability to bridge the gap between technology and business strategy. * Bachelor's degree in relevant field or equivalent experience required. Master's degree in relevant field preferred. * Minimum of 15 years of professional experience in roles focused on: Identifying and quantifying digital process and technology challenges, developing comprehensive transformation roadmaps, effectively planning and allocating resources for digital transformation initiatives. * Working knowledge of key enterprise systems leveraged at Armanino: Workday PSA, Dayshape, Dynamic CRM, Wrike, ServiceNow and Intapp. "Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $224,600 - $264,200. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $247,000 - $290,600. For Southern California residents, the compensation range for this position: $258,200 - $303,800. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: * Medical, dental, vision * Generous PTO plan and paid sick time * Flexible work arrangements * 401K with Profit Sharing * Wellness program * Generous parental leave * 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Portfolio Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. This title is given to Registered Client Service Associates who are committed to their personal development and growth, successfully complete the Portfolio Associate curriculum and are nominated by their leadership team based on their performance and contributions. Portfolio Associates are those who continuously deliver exceptional results; serve as a role model to their peers and who are committed to their personal development and growth. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA/team • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) • Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team • Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) • Assist FAs / PWAs/ teams in delivering against their business plan and client service model • Remaining current on all policies, procedures, and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management • Serve as a peer / mentor to other Support Professionals in the market ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process • Assisting with general in-office support functions such as copying, filing and scanning documentation • Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • High School Diploma/Equivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) • 5+ years of work experience in a field relevant to the position • Successful completion of the pre-requisite Portfolio Associate Training Curriculum, with leadership nomination Knowledge/Skills • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Detail orientated with superior organizational skills and ability to prioritize • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) • Exceptional writing, interpersonal and client service skills • Strong time management skills • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Adaptable and ability to multitask • Goal oriented, self-motivated and results driven Reports to: • Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Physical Therapist (PT) - Home Health | Relocate to Northern California $20,000 Sign-On Bonus + Flexible Scheduling + Outdoor Lifestyle Compensation: $70-$80/hour (DOE) Looking for a meaningful career move-and a lifestyle refresh? A highly regarded home health organization is expanding in Redding, California, and welcoming Physical Therapists who are open to relocating to a supportive, scenic, and affordable region of Northern California. Redding is known for its sunshine, lakes, mountains, and wide-open spaces-making it an ideal home for clinicians seeking balance, outdoor recreation, and a lower cost of living while doing purpose-driven work. Join a compassionate, mission-aligned care team where your clinical expertise has a direct impact on patient independence and well-being. Why Relocate to Redding? Relocation assistance available for a smooth transition Enjoy an outdoor-driven lifestyle with lakes, rivers, forests & national parks Affordable living compared to major California metro areas Supportive organization offering consistent leadership, systems, and resources Competitive compensation $65-$75/hour, plus an industry-leading $15,000 sign-on bonus Strong work-life balance through schedule autonomy and manageable caseloads What You'll Do Perform comprehensive physical therapy evaluations to assess strength, mobility, balance, and functional limitations Develop personalized treatment plans aligned with patient goals and safety needs Teach patients and caregivers therapeutic exercises, mobility strategies, and safe equipment use Maintain accurate, compliant, and timely documentation Collaborate with nursing, occupational therapy, and other team members for coordinated care Travel within the Redding service area to deliver in-home patient visits Qualifications Active Physical Therapist license in California (or eligibility to obtain) Doctorate or Master's degree in Physical Therapy 1+ year of Physical Therapist experience Home health experience strongly preferred Current BLS / hands-on CPR certification Reliable transportation, valid driver's license & proof of auto insurance Preferred Skills EMR experience Knowledge of Medicare home health regulations Ability to independently manage a home-based caseload Strong clinical reasoning in developing functional, goal-oriented treatment plans Benefits Medical, Dental, and Vision Insurance Paid Time Off (vacation, sick leave, holidays) Mileage reimbursement Employee Assistance Program (EAP) Health Savings & Flexible Spending Accounts Disability, Life, and AD&D Insurance 401(k) retirement plan Equal Opportunity & Inclusion We are committed to maintaining a diverse, inclusive, and equitable workplace. All qualified applicants are encouraged to apply regardless of race, religion, gender identity, sexual orientation, age, disability, or veteran status. If you require accommodations during the hiring process, support is available.

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. The Account Manager I will play a key role in supporting high-net-worth clients, managing day-to-day financial operations, and ensuring seamless service delivery alongside the family office team. This role is especially focused on bill pay, AP workflows, and high-volume invoice processing, while also providing exposure to cash management, reporting, and client communication across multiple entities. Job Responsibilities * Serve as an additional point of contact for clients, providing responsive and proactive support. * Manage cash operations, including monitoring balances, processing transfers, and overseeing deposits. * Prepare, review, and process high-volume invoices, bill payments, and vendor disbursements accurately and efficiently (Bill.com required). * Process wire transfers and support approval workflows. * Execute payroll and coordinate with third-party payroll providers as needed. * Reconcile intercompany activity and review bank reconciliations for accuracy. * Prepare and review financial reports, such as cash receipts/disbursements and AR aging. * Assist with financial statement preparation and tax-related deliverables (including 1099s and applicable filings). * Support client-related insurance, credit, and vendor communications in collaboration with the team lead. * Collaborate with and provide guidance to team members; participate in training and development initiatives. * Participate in team meetings and contribute to the continuous improvement of client service. * Perform additional duties to support client and team needs as required. Requirements * Bachelor's degree in Accounting, Finance, Business, or related field (or equivalent experience). * Minimum of 1 year of experience in bill pay, accounts payable, invoice processing, or similar work in a high-volume environment. * Experience using Bill.com (required). * Strong accuracy and attention to detail in financial processing. * Strong organizational skills with the ability to prioritize and manage multiple responsibilities in a fast-paced environment. * Proven ability to work collaboratively and contribute to a positive team culture. * Committed to delivering exceptional client service and proactively addressing client needs. Preferred Qualifications * Experience supporting high-net-worth clients or multi-entity structures. * Experience mentoring or training junior staff, including offshore team members. * Experience with Ramp or other spend management tools (plus). "Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $57,000 - $67,000. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $59,500 - $70,000. For Northern California residents, the compensation range for this position: $62,200 - $73,200. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: * Medical, dental, vision * Generous PTO plan and paid sick time * Flexible work arrangements * 401K with Profit Sharing * Wellness program * Generous parental leave * 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

As CohnReznick grows, so do our exceptional career opportunities for talented advisory, assurance, and tax professionals. As one of the nation's top professional services and business advisory firms, you will join a team that thrives on innovation and values collaboration in everything we do! CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia. We currently have an exciting career opportunity in our Boca Raton office for Winter 2027. We are looking for Tax Winter Interns to join our team from January to April 2027. CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week. YOUR TEAM. * Engagement Team: You will work closely on a team made up of other Interns, Associates, Senior Associates, Managers, Senior Managers, and Partners * Industries: We serve a variety of clients across industries, including: Consumer & Industrial, Financial Sponsors & Financial Services, Life Sciences & Healthcare, Public Sector, Real Estate, Renewable Energy, Technology & Media, and Private Client Services (varies by office) * Office: Our CohnReznick office comes with amenities and collaborative spaces. * Performance Coach: Will meet with you to establish goals, provide feedback and support to guide you along your career path of choice; many of our current Senior Managers and Partners were once CR Associates themselves. * CR Friend: Will serve as a familiar face when you join the firm and someone you can always reach out to WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. As a Tax Winter Intern, you will be responsible for becoming familiar with current tax theories and laws and performing procedures in accordance with firm standards and in an accurate, thorough, and timely manner. Responsibilities Include But Not Limited To * Work on a variety of client deliverables including preparation of tax returns, individuals, partnerships and corporate tax returns. * Identify potential tax issues and prepare tax adjusting entries and tax trial balances based on audited or client provided trial balances. * Assist the team with daily client workflow. Your Experience. We are looking for highly dedicated students with impressive credentials that are driven by new challenges and growth opportunities. We seek team players who believe in providing world-class client service and are interested in becoming immersed in various industries. Successful team members are looking for a work environment that values and promotes camaraderie, collaboration and giving back to the community. The Successful Candidate Will Have * Pursuing a Bachelor's or Master's degree in Accounting * Plan to complete 150 credit hours between May 2027 - September 2028 in order to be CPA licensed * Have a minimum 3.0 GPA in both your major and overall * Successful completion of two accounting courses prior to the start of your internship * Have held leadership positions in student organizations, extracurricular activities and/or on team projects * Prior work or internship experience is a plus * Exhibit excellent communication skills and the ability to work in a team environment * Able to learn in a fast-paced environment * Possess strong computer literacy and proficiency in Microsoft Office (Excel, Word, PowerPoint) * CohnReznick does not offer sponsorship to foreign nationals for Entry Level Roles (new associates and interns). In order to apply for an internship or an Associate role at CohnReznick, successful candidates will have to provide proof of work authorization such as U.S. Citizenship or permanent residency status. In addition, please take a moment to review our Universal Job Standards . Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, 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 be just the right candidate for this or one of our other roles. "CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters . If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@cohnreznick.com . Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. #GD

WHEN YOU WORK FOR US, WE WORK FOR YOU With Titan Medical, you gain access to thousands of travel nursing and allied health jobs across the country. You also get unmatched service. From the moment you apply, your recruitment specialist is focused on you-helping you build your profile to increase your chances of landing your perfect assignment. That includes developing your résumé, skills checklist and references. Travel - Respiratory Therapist Weekly Gross Pay: $2036.00 - $2236.00 Location: Springfield, MA, United States Start date: 12/15/2025 Assignment length: 13 Weeks Minimum years of experience: 2 - previous travel experience is not required Job type: Traveler Shift: Night (3x12) Certifications: RRT/BCLS/BLS - American Heart Association Titan Medical is looking for travelers to fill a Travel Respiratory Therapist position for a 14 week assignment in Springfield, MA! Call Titan for additional details. **************

#LI-PL1 #LI-Hybrid * Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team * Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget * Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc. * Understand the client's organization, procedures and internal policies * Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve * Manage and retain multiple client relationships, engagements and special projects * Develop overall engagement budget * Consistently meet charge hour goals * Responsible for billing and realization on assigned clients; explain variances * Supervise, train and mentor staff; listen and communicate effectively * Foster a team environment; demonstrates support of management and decisions and build a positive culture * Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves * Additional responsibilities as assigned Preferred Qualifications * Master's degree in Accounting, Taxation or related field Minimum Qualifications Required * Bachelor's degree * 6 years of experience in public accounting or related field * 3 years supervisory experience * Must have active CPA or equivalent certification * Ability to manage all aspects of client engagements * Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally * Must be able to travel based on client and business needs * Proficient use of applicable technology

Service Associates perform operational support and oversight on behalf of the Market as well as general management support functions and special projects. The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals. The Service Associate must have the ability to resolve problems using all available resources and escalate matters, as necessary. DUTIES and RESPONSIBILITIES: OPERATIONAL SUPPORT * Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing * Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and/or overnight mail at multiple points throughout the day * Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals * Assist with processing of trade adjustments and responding to operational alerts * Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner * Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements * Remedy and/or escalate service breaks to management team OTHER * Assist with special projects (e.g., recruit onboarding support) * Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features * Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed * Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support) * Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers * Organize and track progress against operational remediation projects EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and/or Experience * High School Diploma/Equivalency * College degree preferred • Industry experience is a plus Knowledge/Skills * Strong computer skills and knowledge of Microsoft Office products * Exceptional writing, interpersonal and client service skills * Detail oriented with superior organizational skills and ability to prioritize tasks * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Reports to * Service Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).