Gelfand jobs - 22 jobs

Focus Partners Wealth is seeking a Data Services Specialist. This role plays a pivotal role in ensuring the integrity and accuracy of client information within our core operating systems, catering to both BSW and BSP end clients. Responsibilities encompass processing requests via Salesforce workflows, utilizing administrative tools within core systems, conducting data analysis, and delivering clear explanations to advisors and end-users. As a key custodian of client data, this role not only fulfills essential day-to-day functions but also evolves to demonstrate expertise in specific areas over time. The precision and reliability of client data management are paramount to our company's core values, reflecting our unwavering commitment to data integrity. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities Support all team members in essential duties and responsibilities related to Data Services. Proficiently analyze and troubleshoot complex issues related to positions and portfolios, effectively communicating solutions to advisory teams. Analyze processes and procedures to identify improvements or efficiencies. Coordinate with relevant teams to establish and maintain effective communication channels and workflows. to establish new download interfaces. Research, analyze, and reconcile data while assisting with inbox tasks and Quarterly Reports. Continuously learn about the business through job shadowing and educational opportunities, upholding the firm's core values. Classify securities using the standard and guidelines established by our investment team. Provide expertise in data processing and supporting knowledge transfer to other teams. Consistently achieve Associate Goals and actively contribute to executing Team Plans within the department. Demonstrate a comprehensive understanding of all business practices within the department and the organization. Oversee the Heldaway assets, addressing aggregation issues and performing manual reconciliation as needed. Perform advanced cost basis functions, including updating missing data, troubleshooting discrepancies, and accounting disposal methods. Perform regular audits to maintain data integrity in Orion, continually seeking to enhance existing processes and develop new audit processes. Manage workflows through various platforms and systems, ensuring efficient operation across all channels. Qualifications Bachelor's degree or relevant experience in data management, preferably within the financial services industry. Proficiency with Windows Operating systems and Microsoft Office suite. Familiarity with key tools such as Orion, Custodian platforms, Salesforce, and other Portfolio Management tools. Strong organizational skills, thriving in fast-paced environments. Positive attitude towards continuous learning and professional development. Demonstrated expertise and success in Client Data Services Specialist II role or equivalent. Excellent verbal and written communication skills. Effective people skills, capable of engaging with individuals of diverse backgrounds and expertise levels. Proven history of punctuality and meeting deadlines. The annualized base pay range for this role is expected to be $50,000 - $60,000 per year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-JS1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

We are seeking a motivated and detail-oriented Associate, Talent Acquisition to join our growing team. The Talent Acquisition Associate will support and help lead full-cycle recruiting efforts across the Business Management line of business. This role partners closely with the Talent Acquisition Manager to support hiring managers throughout the hiring process and is responsible for screening, scheduling, interviewing, and recommending top talent. The successful candidate will play a key role in building high-quality teams that support the firm's continued growth. Primary Responsibilities Manage full-cycle recruiting for assigned roles, from intake through offer acceptance, ensuring a high-quality and efficient candidate experience Partner closely with hiring managers to understand business needs, role requirements, and ideal candidate profiles Conduct structured phone screens and interviews to assess candidate qualifications, competencies, and cultural alignment Develop and execute sourcing strategies to attract diverse, high-caliber talent through multiple channels (LinkedIn, referrals, direct outreach, job boards, etc.) Present qualified candidates to hiring managers with clear, data-driven recommendations Coordinate interview processes, including scheduling, interviewer preparation, and feedback collection Provide guidance to hiring managers on interview best practices, market insights, and hiring decisions Manage offer process in partnership with compensation, HR, and leadership, ensuring alignment with internal guidelines and approvals Maintain accurate and up-to-date records in the Applicant Tracking System (ATS) and ensure compliance with all hiring policies and regulations Qualification 2+ years of full-cycle recruiting experience with a proven track record of high- quality hires Experience in professional services or finance is a plus Proficiency with ATS platforms, ideally Workday and Linkedin Recruiter Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The annualized base pay range for this role is expected to be between $70,000-80,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Description Awarded Inc. Magazine's Best Workplaces for the fourth year in a row! AccountingDepartment.com is the leader in outsourced virtual accounting services for businesses - and our family is growing! Perhaps your next career adventure awaits! AccountingDepartment.com never settles with status quo. We strive to make sure our staff have plenty of opportunities that broaden skill sets and ultimately enhance career satisfaction while working here. If you're someone who wants to make a difference, is a confident communicator, loves a good challenge, and happily embraces change, then we sound like a perfect match! It's been an exciting 21 years at AccountingDepartment.com! We hope you will join us as we continue this exciting revolutionary journey we are on. Your Role: The Accountant's responsibilities include A/P, A/R, payroll and month-end closing processes, as well as other accounting related functions as requested by client. The successful candidate will be able to successfully prioritize and manage multiple client needs, while maintaining a high level of accounting services and professionalism. Must be comfortable with communicating with clients, both on the phone and webcam, while placing a high emphasis on client service in this role. Essential Duties & Responsibilities: Daily accounts payable, accounts receivable/invoicing and banking for multiple clients, as required Ensure the accurate and timely processing of daily transactions Posting of journal entries to balance sheet and income statement based upon predetermined methods and routines Update balance sheet accounts, including weekly and monthly reconciliations Conduct daily posting and/or downloads for bank accounts/credit cards, as required Process client payroll with 3rd party vendor Successfully use, monitor and review any 3rd party applications per client request/requirements Review and process monthly and/or quarterly sales and use tax, as required Reconcile quarterly payroll filings with the general ledger Review and manage month end close process Occasional special projects as requested Lead client calls to provide high emphasis on customer service Supports budget and forecasting activities Other duties as assigned Essential Skills & Experience: The ideal Accountant candidate will have 3+ years performing full charge bookkeeping and 2+ years using QuickBooks and/or NetSuite Software. In addition: Interest in 3rd party applications to enhance efficiencies Ability to interact with various levels of management, staff and clients internally and externally Strong problem-solving skills Working knowledge of prepaids, accruals and inventory Demonstrated ability to handle multiple clients simultaneously Exceptional attention to detail with excellent written and verbal communications skills Strong work ethic Must be decisive and work well under pressure Confident in one's abilities and able to work independently, with minimal direction Cultural Fit: We are proud of our culture and are looking for someone who shares our G.R.I.T. values: Grit: Motivated self-starter with a positive, can-do attitude. Demonstrates GRIT in overcoming obstacles and accomplishing tasks. G: Expresses Gratitude and appreciation for the contributions of team members, fostering a positive and collaborative work environment R: Demonstrates Resilience, flexibility, and determination while autonomously managing high-priority tasks and projects in an ever-evolving, dynamic work environment I: Unquestionable commitment to upholding the highest standards of Integrity, ethical behavior, and transparency in all business practices T: Proven ability to contribute effectively to organizational and team objectives through strong Teamwork skills Working at AccountingDepartment.com, LLC: The people at AccountingDepartment.com, LLC are passionate about their work and are driven by innovation. Each and every day we strive for excellence. Our work environment is equal parts casual and professional. We're serious about our business and delivering the best service to our clients, but we also make it a priority to keep things fun and exciting. Benefits Include: Work from home, W-2 position Three work schedule options including Full Time (37-40 hours), Mod Time (33-36 hours) or Part Time (30-32 hours). Minimum working hours must be M-F 9am-3pm in your time zone, with flexibility to accommodate client calls and meetings outside of those hours as needed Compressed work week option available Generous vacation and paid holidays Group Medical, Dental, Life, Vision, Accident Insurance 401(k) plan Participation in a company wide annual bonus incentive plan $25 monthly internet stipend Virtual employee groups, clubs, and activities throughout the year Casual dress Attention Military Spouses: For the last 21 years, we've proudly offered 100% remote, W-2 positions, and we've built an environment where career continuity is more than just a buzzword - it's a reality! Whether you're stationed at a new base or relocating for a PCS, we offer military spouses the unique opportunity to continue your career without disruption. As an accounting professional, you can take your position with you and keep your career on track no matter where life takes you. We believe in family first and are proud to be a family-friendly company with an award-winning culture. In fact, we've been nominated by Inc. Magazine for 4 years in a row for our exceptional workplace environment! If you're looking for a role that values flexibility, career growth, and a supportive work-life balance, we may just be the perfect fit for you. Join us and experience the benefits of working with a company that truly cares about its people. How to Become Part of our Future Success: If you believe you have what it takes to assume this new role, you must submit a resume and cover letter explaining why you're the perfect fit for this position. Kindly include your salary requirements in the cover letter. Only candidates that submit these criteria will be considered. AccountingDepartment.com is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at AccountingDepartment.com is based solely on a person's merit and qualifications.

The Project Manager role in the Focus Financial IT organization is responsible for driving the execution, governance, and delivery of enterprise-wide technology programs and initiatives. This project manager will enable projects in the IT Program Management Office (PMO), ensuring alignment of programs with business goals, on-time delivery, and efficient resource allocation. The project manager will play an important role in enabling transformation, standardizing delivery practices, and providing transparency into program performance across the organization. Primary Responsibilities Lead projects from the IT Program Management Office (PMO) portfolio of projects, follow governance frameworks, enforce standards and best practices. Drive execution on complex, cross-functional IT programs, ensuring workstream alignment, budget adherence, and delivery excellence. Partner with business and technology leaders to define program objectives, success criteria, and resource plans. Implement and maintain portfolio-level dashboards, KPIs, and reporting to provide transparency to executive stakeholders. Manage risk, issue resolution, change control, and stakeholder communication across all key initiatives. Lead a high-performing team of program and project managers, develop talent and foster a culture of accountability and execution. Qualifications 3-5 years of progressive experience in IT program and portfolio management. Proven track record of engagement in large, enterprise-wide technology programs (e.g., ERP implementations, cloud migrations, digital transformation). Experience in executive stakeholder management, strategic planning, and organizational change. Demonstrated ability to perform in a complex, fast-paced environment. Exceptional leadership, communication, and problem-solving skills. Experience with Asana is highly desirable. Bachelor's degree in Information Systems, Business, or a related field. The annualized base pay range for this role is expected to be between $110,000-$130,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-CH1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Description Awarded Inc. Magazine's Best Workplaces for the fourth year in a row! AccountingDepartment.com is the leader in outsourced virtual accounting services for businesses - and our family is growing! Perhaps your next career adventure awaits! AccountingDepartment.com never settles with status quo. We strive to make sure our staff have plenty of opportunities that broaden skill sets and ultimately enhance career satisfaction while working here. If you're someone who wants to make a difference, is a confident communicator, loves a good challenge, and happily embraces change, then we sound like a perfect match! It's been an exciting 21 years at AccountingDepartment.com! We hope you will join us as we continue this exciting revolutionary journey we are on. Your Role: The Assistant Controller provides high level support to several Controllers by assisting with various client related financial tasks and responsibilities. This includes contributing to financial analysis, developing KPIS, maintaining reporting dashboards, researching industry-specific benchmarks, reviewing and approving various tax forms, reconciling tax returns, coordinating with external auditors and tax advisors, interpreting legal documents, and assisting in implementing accounting-related changes. The Assistant Controller also serves as a valuable resource during client transitions, participates in group meetings, and handles other assigned duties and special ad hoc projects as assigned. The Assistant Controller will have a proven ability to thrive in a fast-paced environment and is adept at prioritizing and handling multiple assignments concurrently. This position requires the ability to exercise discretion and independent judgment on significant matters. The ideal candidate is great at multitasking, leads by example and does it with a friendly demeanor. The Assistant Controller should exhibit excellent written and verbal communication while working closely with all levels of management, employees, clients, external auditors, and tax advisors. To be successful in this role, the individual must be quality and client focused, results and detailed oriented, a team player, intuitive, organized, analytical and dependable. It is essential to be proficient in Excel, various financial systems and data query tools. Essential Duties & Responsibilities: Assists Controller in various tasks related to closing and serves as a backup to the Controller team. Investigates areas of improvement and recommend solutions for Clients identified by the Controller Maintains and develops client reporting dashboard at Controller direction, including clients custom KPI's and reports. May include incorporating external data such as Profit Cents and other industry specific data. Research and develop industry-specific KPIs and benchmarks; prepare commentary related to that data using Profit Cents and other data Prepares and analyzes financial models using sensitivity analysis and other analytical techniques, identifying significant items to bring to the controller Reviews and approves various tax forms, such as, but not limited to, sales & use tax, franchise tax and occupancy tax Completes annual tax return reconciliation to the accounting records and recommends adjustments to the controller An additional resource to assist with 1099, W-2 and fringe benefit issues Assists external auditors and controllers in providing required documentation for client's annual audit and regulatory requirements Coordinates with the client's tax advisors on issues Assists the Controller with special projects, as needed Reviews and interprets legal documents for proper accounting treatment, such as sales contracts, leases, bank covenants and debt agreements Acts as an additional resource to the Supervisor team for Client transitions Provides feedback to the Controller for the Controller's direct reports Assists in implementing third-party applications and other accounting related changes derived from efficiency reviews, addendums and client requests Attends Controller group meetings Assists with reviewing 1099s at year-end, as needed Some travel for training and team meetings may be required Other duties and special projects as assigned Essential Skills & Experience: The ideal Assistant Controller will have 7 years relevant accounting experience, with a minimum 1 year of CPA firm or outsourced accounting experience preferred. In addition: Demonstrated knowledge of generally accepted accounting principles and tax regulations Ability to acclimate to multiple personalities and management styles. Exhibits emotional intelligence when managing others and clients. Strong analytical and project management skills Self-starter, displaying confidence in one's ability and able to work independently, with minimal direction Demonstrated experience with financial systems and data query tools Thrives in a fast-paced, multi-client dynamic environment Friendly, outgoing personality with a positive demeanor and strong customer service skills who enjoys meeting and interacting with clients and staff Flexible and quick to adapt to a growing company atmosphere Strong emphasis on attention to detail and accuracy Displays excellent communication, collaboration, and problem-solving skills Sound judgment and decision-making skills High degree of computer literacy, including extensive knowledge in Microsoft Office, specifically Outlook and Excel Enjoys working in a telecommuting environment, including use of Zoom meetings Cultural Fit: We are proud of our culture and are looking for someone who shares our G.R.I.T. values: Grit: Motivated self-starter with a positive, can-do attitude. Demonstrates GRIT in overcoming obstacles and accomplishing tasks. G: Expresses Gratitude and appreciation for the contributions of team members, fostering a positive and collaborative work environment R: Demonstrates Resilience, flexibility, and determination while autonomously managing high-priority tasks and projects in an ever-evolving, dynamic work environment I: Unquestionable commitment to upholding the highest standards of Integrity, ethical behavior, and transparency in all business practices T: Proven ability to contribute effectively to organizational and team objectives through strong Teamwork skills Minimum Education & Training Required: As a new ADC employee, must have worked in the Sr. Accounting Specialist role for a minimum of 4 months Bachelor's degree in accounting related field Strong NetSuite experience required Proficient with other various accounting software, such as: QuickBooks Desktop, QuickBooks Online, SaasAnt and Sage Intacct. If not proficient must have willingness to put in time to learn. Experience with third-party applications is preferred, such as: Bill.com, TPI, Tallie, Team Work and budgeting & forecasting applications. If not proficient, you must have willingness to put in time to learn. Ongoing desire to expand knowledge of new technology and applications Working at AccountingDepartment.com, LLC: The people at AccountingDepartment.com, LLC are passionate about their work and are driven by innovation. Each and every day we strive for excellence. Our work environment is equal parts casual and professional. We're serious about our business and delivering the best service to our clients, but we also make it a priority to keep things fun and exciting. Benefits Include: 100% Remote, W-2 position Compressed work week option available Self-Managed paid time off and paid holidays Group Medical, Dental, Life, Vision, Accident Insurance 401(k) plan Participation in a company wide annual bonus incentive plan $25 monthly internet stipend Virtual employee groups, clubs, and activities throughout the year Casual dress Attention Military Spouses: For the last 21 years, we've proudly offered 100% remote, W-2 positions, and we've built an environment where career continuity is more than just a buzzword - it's a reality! Whether you're stationed at a new base or relocating for a PCS, we offer military spouses the unique opportunity to continue your career without disruption. As an accounting professional, you can take your position with you and keep your career on track no matter where life takes you. We believe in family first and are proud to be a family-friendly company with an award-winning culture. In fact, we've been nominated by Inc. Magazine for 4 years in a row for our exceptional workplace environment! If you're looking for a role that values flexibility, career growth, and a supportive work-life balance, we may just be the perfect fit for you. Join us and experience the benefits of working with a company that truly cares about its people. How to Become Part of our Future Success:If you believe you have what it takes to assume this new role, you must submit a resume and cover letter explaining why you're the perfect fit for this position. Kindly include your salary requirements in the cover letter. Only candidates that submit these criteria will be considered. AccountingDepartment.com is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at AccountingDepartment.com is based solely on a person's merit and qualifications.

NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Greenwich, Connecticut and operates as a part of the Focus Financial network. This role can work remote but does require travel throughout the Pacific Northwest Primary Responsibilities Develop, revise, and present financial plans through planning software Knowledge of tax, estate, and insurance planning Develops a mastery of Focus Partners Wealth's (FPW) investment philosophy Create holistic investment strategy for each client, monitor risk tolerance over time as needed Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. Mastery of technology stack offered, including CRM system and custodian websites Resource and collaboration with other Associate Wealth Advisors (AWAs) Ability to independently lead client communications and interactions Diligent recording of client communication and information within client relationship management platform Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service Complete client billing reviews and ensure compliance for the advisory team Engage in advisory team business planning efforts and actively support the firm's strategic priorities The ability to meet with clients in person. Some travel may be required Qualifications Bachelor's Degree Series 65 or equivalent within 120 days of employment 2+ years of financial service experience Strong interpersonal skills; team-orientated approach Knowledge of financial industry, financial products, and financial planning concepts Excellent analytical skills and attention to detail Clean U4 The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $110,000 - $120,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-KP1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Focus Financial Partners is seeking a Payroll Specialist. The Payroll Specialist is responsible for the accurate and timely processing of employee payroll in compliance with federal, state, and local regulations. This role involves maintaining payroll records, verifying timekeeping data, calculating wages, and managing deductions. The Payroll Specialist collaborates closely with HR and Finance departments to ensure smooth payroll operations, resolve discrepancies, and respond to employee inquiries regarding pay, taxes, and benefits. This position will be an integral contributor to the Focus financial reporting team. Primary Responsibilities Maintain payroll information by collecting, calculating, and entering data. Update payroll records by entering changes to compensation and deductions for health insurance, direct deposit, and other adjustments, add new hires and status changes. Monitor and prepare reports for hourly payroll. Prepare reports by compiling summaries of hours, earnings, taxes, deductions, leave, disability, and nontaxable wages. Resolve payroll discrepancies by collecting and analyzing information. Provide payroll information by answering questions and requests. Maintain payroll operations by following policies and procedures, adhering to strict deadlines and reporting needed changes. Maintain employee confidence and protect payroll operations by keeping confidential information. Contribute to team effort by accomplishing related projects as needed. Qualifications Bachelor's Degree. Two + years of relevant work experience. Strong analytical skills, notable attention to detail, and self-initiated follow-through. Previous experience with ADP is a plus. Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology. Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills. Ability to work in a fast-paced environment and to juggle and compete multiple tasks and demands. The annualized base pay range for this role is expected to be between $65,000-$85,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-CH1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Gelfand, Rennert & Feldman, Focus Partners Business Management is seeking a full charge Bookkeeper to join our team of dedicated professionals. The Bookkeeper is responsible for computing, classifying, and recording financial transactions to ensure the financial records of assigned clients are accurate. Focus Partners provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities Process accounts payable and accounts receivable Perform credit card and bank reconciliations Maintain electronic filing system General communication with vendors, clients, and client representatives via phone, email, and in-person Perform cash flow reports and cash balances as required Assist in assembling information for year-end tax packages for accountants Provide some assistance with insurance questions Identify, trace, and correct errors Prepare/review 1099 reports Prepare journal entries Assist in the preparation and processing of payroll, as well as applicable reporting Print reports (such as financial statements) for review Other projects and duties as assigned Qualifications Currently pursuing or recently received an associate's or bachelor's degree in finance, economics, business, or a related field. Expected graduation date by January 2026 Ability to work and commute out of our St. Louis, MO office Candidates must have permanent authorization to work in the U.S. Excellent communication skills (in person, on the phone, and via email) Sense of urgency Keen eye for details Ability to quickly shift gears without losing focus Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.) Experience with AgilLink software is preferred This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between $50,000 - $55,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment. Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Focus Financial Partners is seeking an experienced and strategic Workday Platform Manager to take overall ownership of the design, deployment, and ongoing optimization of our Workday HCM and Finance platforms. This individual will serve as a consultative partner across business functions, leading the governance process, managing system enhancements, and ensuring a best-in-class Workday environment that supports our growth and operational excellence. If you're ready to make an impact in a fast-paced environment and you thrive in a collaborative, high-energy workplace, we'd love to hear from you! This role can be based in St. Louis, MO. Primary Responsibilities Serve as strategic point of contact for Workday between HR, Finance, and Technology teams. Be a consultative partner to business leaders, helping to identify ways to improve how we work through better system design Lead our governance process, roadmap planning, and resource coordination for Workday Manage feature releases, system updates, and ensure they're aligned to business needs Evaluate and recommend system changes or enhancements based on business priorities Lead and mentor our Workday support team, balancing everyday support with bigger strategic initiatives Help and configure Workday Platform Keep system documentation up-to-date and make it easy for others to understand Foster a culture of continuous improvement and learning within the team Qualifications Bachelor's degree in Information Systems, Human Resources, Finance, Business Administration, or related field-or equivalent hands-on experience Workday experience or formal training is highly preferred 8+ years of experience in HRIS, financial systems management, or enterprise application support The annualized base pay range for this role is expected to be between $180,000-$200,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-CH1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

We are seeking a highly skilled and experienced Cybersecurity Solutions Architect to join our dynamic team. The successful candidate will be responsible for designing and implementing robust security systems that protect our organization's IT infrastructure from potential threats and vulnerabilities. This role requires a deep understanding of cybersecurity principles, risk management, and the latest security technologies. This role is located in St. Louis, MO. Primary Responsibilities The Security Architect is principally responsible for researching, designing, and integrating information security solutions and controls across the enterprise in a way that is transparent to end users, supports executive strategies, and fundamentally ensures the security of the information Focus is entrusted to protect. Conducting industry research on new and emerging security technologies in support of enhancing and maintaining evolving corporate strategies to ensure that security solutions will exhibit high levels of performance, security, scalability, maintainability, appropriate reusability and reliability. The Security Architect will be responsible for security architecture, review internal and external IT projects and applications for risk and adherence to security policies, standards, and industry best practices. Must define, document and design secure infrastructure and application architectures within the primary tenants of Availability, Integrity and Confidentiality. Drive and implement key security strategies within the 90+ Focus Financial Partners firms designed to protect disparate environments world-wide from threats. Partner with and provide information security expertise to the Focus Financial Partners firms. Asses current risks and document their existing security controls. Review, assess and signoff on business projects with respect to risk and adherence to security policies, standards, and industry best practices for data protection of Company and client data. Perform analyses of IT security systems to identify potential vulnerabilities, weaknesses, and areas for improvement. This involves examining every aspect of the system's architecture, configurations, and protocols to uncover hidden flaws, and assessing the effectiveness of existing security measures. End-to-End enterprise-wide tier III troubleshooting of network, desktop, server (hardware & software) and application performance & connectivity as it relates to Information Security. Participate in Incident Response Teams (IRT) as necessary by providing tier III support to mitigate active security incidents. Qualifications Bachelor's degree in Computer Science, Cybersecurity, or a related field or equivalent experience. At least 5-7 years of experience in cybersecurity, with a focus on security architecture and design. Must have extensive experience in deploying and securing environments, specifically with solutions related to Secure Access Service Edge (SASE), identity management, email protection, Endpoint Detection and Response (EDR), and leveraging Managed Security Service Providers (MSSP). This includes a deep understanding of the intricacies involved in setting up and maintaining these solutions, ensuring robust security measures are in place, and effectively managing identities across various platforms. Must have experience securing cloud environments such as AWS and Azure Experience with API Gateways and other common web application technologies is preferred Experience with assessment, development, implementation, integration, optimization, and documentation of a comprehensive and broad set of security technologies and processes Strong knowledge of enterprise security concepts/frameworks and products, secure design principles and best practices Familiarity with top security frameworks such as NIST CSF, CIS Benchmarks, ISO 27000 series, COBIT, etc. Professional certifications such as CISSP, CISM, or CEH are highly desirable. Excellent analytical, problem-solving, and communication skills. Must be able to quickly and succinctly architect and create technical solution documentation. Ability to work collaboratively in a team environment and manage multiple projects simultaneously. The annualized base pay range for this role is expected to be between $200,000 and $220,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus, a comprehensive benefits package and eligibility for incentive equity. #LI-SF1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

As a Regional Operations Specialist I (ROS I), you will have the opportunity to work as part of a collaborative team responsible for supporting our network of advisors in all things related to servicing client accounts. The ROS I will work with advisors, custodian partners as well as internal team members to accomplish a wide range of tasks such as opening new accounts, updating existing accounts, moving client funds from one custodian to another or distributing assets to clients as needed and in a timely manner. Flexibility is a key part of this role; a ROS I may be required to switch gears throughout the day to help our Regional Managers meet service level agreements, particularly during periods of high-volume spikes. The hours are Monday through Friday from 8:30 a.m. to 5:00 p.m. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities Have proficiency in one specialization Adjust focus as required to provide support to your team. Have a fundamental working knowledge in systems and platforms, like Salesforce, Outlook, and custodian websites Utilize effective communication skills with both internal and external partners Provide support and problem resolution to Advisors and internal teams as it pertains to new accounts, account maintenance, transfers or cashiering Maintain a high standard of quality control for all incoming requests Liaise with custodian partners and Advisors to successfully process requests Review requests for clarity and /or omissions prior to submission to our custodian partners Research and resolve issues with advisors, custodial partners, and internal teams to obtain the best possible outcome Remain current on trends and policy changes required by custodians due to regulatory updates Overtime may be required, specifically around high-volume times such as the end of a quarter and tax season. Qualifications Bachelor's degree in related field and 1+ years of operations/client service experience; OR High School Diploma and 5+ years of working in financial services or related field. Experience working with Charles Schwab, Fidelity, or Pershing preferred Knowledge of CRM systems, preferably Salesforce The annualized base pay range for this role is expected to be $50,000 - $52,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-KP1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Focus Financial Partners is seeking a Manager of Identity & Access Management (IAM) will own and architect the enterprise identity management strategy, driving security, scalability, and seamless user experience across the firm. This leader will manage and optimize our identity platforms (Okta and Entra ID), define standards and policies, and ensure compliance with regulatory and security requirements. They will play a key role in merger & acquisition integrations, lifecycle automation, and access governance while partnering across IT, Security, and the business to deliver secure and efficient identity services. This role can be based in St. Louis, MO. Primary Responsibilities Identity Architecture & Strategy: Define and own the IAM architecture across Okta/Entra, ensuring scalability, security, and alignment with business strategy. Policy & Governance: Develop, implement, and maintain policies and procedures governing user access to systems, applications, and data. Compliance & Audit: Monitor compliance with identity policies, regulatory standards, and lead related audits, reporting, and remediation efforts. Identity Lifecycle Management: Oversee the complete identity lifecycle (onboarding, offboarding, and account changes) across Active Directory, Office 365, and enterprise IdPs. Provisioning & Access Controls: Ensure timely provisioning, modification, and deactivation of accounts; oversee access controls for SSO and non-SSO applications. Integrations & Standards: Configure and support integrations with applications via SAML and OIDC; manage SCIM provisioning workflows; work with app owners to onboard new systems. Automation & Self-Service: Drive automation of identity processes and implement self-service solutions (e.g., password resets, access requests). M&A and Enterprise Integrations: Lead IAM strategy and execution during mergers, acquisitions, and office moves, including directory consolidation and user migrations. Cross-Functional Partnership: Partner with IT, Security, HR, and business stakeholders to align access with business needs while maintaining security. Subject Matter Expertise: Provide IAM expertise for security reviews, enterprise projects, and incident response. Qualifications Bachelor's degree in Computer Science, Information Systems, Cybersecurity, or related field (or equivalent experience). 5+ years of experience in identity and access management, IT security, or related role, with 2+ years in a leadership or managerial position. Strong knowledge of Active Directory, Office365 administration, and identity providers (e.g., Okta, Azure AD, Ping). Hands-on experience with SAML, OIDC, and SCIM provisioning integrations. Familiarity with non-SSO access management practices and tools. Experience supporting M&A identity integration and migrations Excellent communication skills to translate technical concepts into business outcomes. Strong leadership ability with a track record of mentoring teams and influencing stakeholders. Understanding of IAM frameworks, best practices, and regulatory requirements (SOX, HIPAA, GDPR, etc.). Excellent leadership, problem-solving, and communication skills. Industry certifications such as CISSP, CISM, or CIAM (preferred) Exposure to Zero Trust security frameworks (preferred) The annualized base pay range for this role is expected to be between $150,000-$165,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-CH1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Description Awarded Inc. Magazine's Best Workplaces for the fourth year in a row! AccountingDepartment.com is the leader in outsourced virtual accounting services for businesses - and our family is growing! Perhaps your next career adventure awaits! AccountingDepartment.com never settles with status quo. We strive to make sure our staff have plenty of opportunities that broaden skill sets and ultimately enhance career satisfaction while working here. If you're someone who wants to make a difference, is a confident communicator, loves a good challenge, and happily embraces change, then we sound like a perfect match! It's been an exciting 21 years at AccountingDepartment.com! We hope you will join us as we continue this exciting revolutionary journey we are on. Your Role: The Senior Accountant works behind the scenes within the Implementation Team to assist with ensuring all client deliverables are achieved in a timely fashion during the client onboarding process. The Senior Accountant will be responsible for various special projects, back work and daily projects as assigned within Implementation Team. This is a behind the scenes role that will typically not include client calls, but may have some email correspondence with clients. The Senior Accountant will play an integral role by supporting the Implementation Division with achieving their client related goals. Essential Duties & Responsibilities: Full Cycle Accounting (Accounts Payable, Accounts Receivable and General Ledger) Set up customer and vendor accounts Perform daily bank reconciliation of deposits Post daily cash receipts from lockbox and electronic deposits Post Journal Entries into QuickBooks Land Freight Costs into QuickBooks Assist with monthly close process Document and prepare financial reports Assess, organize, and prioritize tasks, responsibilities for multiple clients on a daily basis to meet onboarding goals and deadlines Exercises sound judgment in making decisions while working on individual client needs When needed, train Accountants when transitioning client to Client Services team Display confidence in identifying problems and make recommendations on solutions Provide feedback to Onboarding Success Managers & Process Leads on Accountants performance during training Essential Skills & Experience: QuickBooks finance module experience Proficient with excel (Vlookups, Sumifs and Pivot Tables) Ability to present complex information to a variety of audiences. Tailor delivery based on experience level and skillset, while demonstrating patience. Keen attention to detail and demonstrated accuracy and speed in current role Ability to follow instruction, while also being able to evaluate new solutions or greater efficiencies in those instructions Strong emphasis on customer service Proficiency in researching, learning and implementing new applications to meet client and company needs Excellent written and verbal communication skills Proven judgment and decision making skills Proficiency with Microsoft Office applications, particularly Outlook, Excel, and Word Cultural Fit: We are proud of our culture and are looking for someone who shares our G.R.I.T. values: Grit: Motivated self-starter with a positive, can-do attitude. Demonstrates GRIT in overcoming obstacles and accomplishing tasks. G: Expresses Gratitude and appreciation for the contributions of team members, fostering a positive and collaborative work environment R: Demonstrates Resilience, flexibility, and determination while autonomously managing high-priority tasks and projects in an ever-evolving, dynamic work environment I: Unquestionable commitment to upholding the highest standards of Integrity, ethical behavior, and transparency in all business practices T: Proven ability to contribute effectively to organizational and team objectives through strong Teamwork skills Minimum Education & Training Required: 2-3 Years of QuickBooks Experience Experience working with SMBs in the $5M to $50M market is ideal Working at AccountingDepartment.com, LLCThe people at AccountingDepartment.com, LLC are passionate about their work and are driven by innovation. Each and every day we strive for excellence. Our work environment is equal parts casual and professional. We're serious about our business and delivering the best service to our clients, but we also make it a priority to keep things fun and exciting. Benefits include: Work from home, W-2 position Three work schedule options including Full-Time, Flex-Time or Part-Time (Part-Time hours must be M-F 9am-3pm in your time zone, with flexibility to accommodate client calls and meetings outside of those hours as needed) Compressed work week option available Generous vacation and paid holidays Group Medical, Dental, Life, Vision, Accident Insurance 401(k) plan Participation in a company wide annual bonus incentive plan $25 monthly internet stipend Virtual employee groups, clubs, and activities throughout the year Casual dress Attention Military Spouses: For the last 21 years, we've proudly offered 100% remote, W-2 positions, and we've built an environment where career continuity is more than just a buzzword - it's a reality! Whether you're stationed at a new base or relocating for a PCS, we offer military spouses the unique opportunity to continue your career without disruption. As an accounting professional, you can take your position with you and keep your career on track no matter where life takes you. We believe in family first and are proud to be a family-friendly company with an award-winning culture. In fact, we've been nominated by INC Magazine for 3 years in a row for our exceptional workplace environment! If you're looking for a role that values flexibility, career growth, and a supportive work-life balance, we may just be the perfect fit for you. Join us and experience the benefits of working with a company that truly cares about its people. How to become part of our future success:If you believe you have what it takes to assume this new role, you must submit a resume and cover letter explaining why you're the perfect fit for this position. Kindly include your salary requirements in the cover letter. Only candidates that submit these criteria will be considered. AccountingDepartment.com is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at AccountingDepartment.com is based solely on a person's merit and qualifications.

The M&A and Technology Integration Technical Leader is responsible for planning, coordinating, and executing all technology integration activities related to mergers, acquisitions, divestitures, and office moves. The role operates from within the I&O organization while providing cross-domain technical leadership across both core infrastructure services and key wealth management platforms (e.g., Salesforce, Orion, and related CRM, portfolio, data, and reporting systems). This role serves as the single point of accountability for technology integration execution, ensuring secure, scalable, and standardized outcomes that enable the business to operate effectively from Day 1 while progressing toward long-term consolidation and architectural alignment. This role is located in St. Louis, MO. Primary Responsibilities M&A and Integration Leadership Act as the single-threaded technical leader for all M&A, divestiture, and move-related integration efforts across infrastructure and wealth platforms. Own Day 1 readiness, transition state design, and post-close integration execution. Translate business integration objectives into coordinated and executable technology plans. Program Coordination & Execution Coordinate and manage all technology workstreams, including network, identity, EUC, cloud, security, collaboration tools, CRM and portfolio management platforms (e.g., Salesforce, Orion), data platforms, and reporting systems. Develop and maintain integrated project plans, timelines, dependencies, risks, and mitigation strategies. Drive cross-functional execution across Infrastructure, Application teams, Security, Data, and external vendors. Lead cutover planning and sequencing across infrastructure and platform domains. Architecture, Standards & Repeatability Ensure all integrations align with enterprise architecture principles, security standards, and operating models. Define repeatable, standardized integration and separation patterns for both infrastructure and wealth platforms. Partner with application architecture and product teams to avoid point solutions and minimize long-term technical debt. Design integration approaches that support scalability, future acquisitions, and efficient divestitures. Security, Risk & Compliance Partner with Information Security to ensure environments meet regulatory, security, and data residency requirements. Identify and manage technical risks associated with acquired or divested environments during transition periods. Ensure proper controls and governance are in place throughout all integration phases. Vendor & Partner Management Coordinate activities with MSPs, systems integrators, and platform vendors involved in integrations and move events. Provide technical oversight to ensure vendor delivery meets architectural and operational standards. Stakeholder Engagement & Communication Serve as the primary technical integration point of contact for IT and business leadership. Provide clear, concise status updates, risk assessments, and recommendations to executives. Support decision-making with data-driven analysis and trade-off modeling. Qualifications 15+ years of experience in enterprise IT, including direct experience leading M&A integrations, divestitures, or large-scale environment moves. Strong understanding of enterprise infrastructure domains (network, identity, EUC, cloud, security, collaboration). Experience coordinating integrations involving business-critical applications or platforms. Proven ability to lead cross-functional technical programs with multiple dependencies. Experience working with MSPs, systems integrators, and external vendors. Experience in financial services or other regulated industries preferred. Familiarity with wealth management technology ecosystems (e.g., Salesforce, Orion, custodial platforms, reporting tools) preferred. Experience creating standardized integration frameworks and execution playbooks preferred. The annualized base pay range for this role is expected to be between $150,000-250,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-SF1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Focus Partners Wealth is seeking a motivated and qualified individual for the position of Tax Administrator. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities Work closely with the tax group to oversee their administrative functions, including weekly check-ins with the Tax Admin and St. Louis based tax team. Coordinate tax work papers and tax return assembly & delivery (certified mailings, FedEx, USPS, encrypted links/email & DocuSign), includes actively working with teams in other TCG tax offices. Responsible for overall document organization including scanning and storage, both physical & within document management system. Communicate & coordinate receipt and delivery of tax organizers, incoming/outgoing data, returns, tax payments & bills with clients, tax team and advisors. Clear verbal and written communication skills are a must. Submit electronic filings and track acceptances through government software and tax tracking software database (CCH Workflow). Manage and track notices, including state and local tax notices. Set up new returns, print/export returns in tax software (CCH Axcess), as well as setup and management of tasks in tax tracking software (CCH Workflow) including: staffing assignments, managing deliverables, extensions, etc. Prepare reports/summaries, monitor & review task status' & workloads, communicate progress with Manager, Tax Administration & Sr. Director of Tax Operations. Proactively identify trends, work with the Manager, Tax Administration & Sr. Director of Tax Operations to reassess staffing, processes & procedures, and priorities as needed, to maintain efficiency, especially during busy season. Work closely with the Manager, Tax Administration & Sr. Director of Tax Operations and the Tax Admin team to support incoming merger integrations, training & development initiatives, new technology implementation, tax season prep & execution, and other projects throughout the year. Provide ad hoc support to Tax Advisory & Tax Admin teams nationwide on an as needed basis. Provide occasional backup administrative support in St. Louis office as needed, including: mail distribution, answering phone calls, scanning documents and greeting visitors. * (in person January-April & September-October, w/ option to grow into a hybrid (2-3 days in office/week) role May-August & November-December. Qualifications Prior experience in a Tax Admin/Tax Ops type role. Great communication skills both verbal & written. Comfortable working with various people on short-term and long-term projects. Degree preferred. The annualized base pay range for this role is expected to be $60,000-$70,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-JS1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Remote, United States The individual selected for this opportunity will play an integral part of the Tax Advisory team and is responsible for the day-to-day activities, essentially acting as an expediter for all tax activities. In addition, this position will be responsible for managing, coordinating, and supporting the overall tax efforts for the firm to ensure we are meeting firm goals. Primary responsibilities: Tax planning and preparation for high-net-worth individuals and their related entities; including extensions. Ensuring compliance with all federal and state filing requirements on behalf of clients. Performing technical research to address complex tax issues with the support of a team. Analyzing client information and working collaboratively with advisors to offer recommendations for reducing client tax liabilities. Ensuring top quality client service in collaboration with the wealth management offering. Communicating effectively with advisors and their clients in a timely and professional manner. Effectively solving problems and resolving issues for clients and their advisors. Acting as a resource to wealth management teams for tax planning, tax research, and ongoing education of tax-related developments. Assisting the Director of Tax Services with regularly educating permanent and seasonal tax preparation staff. Assisting the Director of Tax Services with communicating relevant tax developments to clients through newsletters, social media, and/or other communications. Qualifications: A CPA, EA or JD with a minimum of 5+ years' relevant experience. A demonstrated focus on preparing individual and fiduciary tax returns with a primary focus on high-net-worth individuals and families. Superb written and verbal communication skills. Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology. Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills; and Ability to work individually and in a team atmosphere. The willingness and ability to work additional hours, as needed, during busy season. The position prefers: Experience preparing high-net-worth individual, business, partnership, foundation, and gift tax returns. Experience with ProSystem fx Tax, CCH Axcess, and BNA Income Tax™ Planner. Big Four” or large regional accounting firm experience. This position is a Exempt role. The annualized base pay range for this role is expected to be between $110,000-$130,000/yr. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Focus Partners Wealth is seeking a Service Specialist to join our team! The Service Specialist is part of a dynamic team, and the role involves close teamwork and daily collaboration with the Advisor Services team. We deliver exceptional, solutions-oriented service to independent financial advisors and oversee timely execution of operational and service requests. Duties may fluctuate with market volatility, seasonal volumes, and team coverage, so flexibility and the ability to work within tight deadlines will be critical. Strong communication, attention to detail, and willingness to learn are essential to be successful in this role. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities Work in a team-based environment with a diverse group of teammates focused on providing exceptional service to financial advisors. Collaborate closely with internal teams to research and respond to inquiries for a seamless advisor experience. Position Advisor Services and internal Operations teams as advisor advocates when resolving escalations. Serve as the primary liaison with our Custodians (Schwab, Fidelity, Pershing, etc.). Effectively prioritize work to meet deadlines and service level agreements. Take initiative to continuously develop skills and knowledge to enhance support to advisors and their firms. Assist with a variety of requests through email, inbound and outbound calls, and online portal. Support the Service Manager team by filling in for daily coverage, as needed. Support the Service Manager team by completing report-centric tasks from internal teams. Other duties and projects will be assigned as needed. Qualifications Bachelor's degree from and accredited college; or 2+ years of equivalent work experience 1+ years in the financial services industry preferred Preference for prior customer-service related experience The Service Specialist is a non-exempt role. The annualized base pay range for this role is expected to be between $55,000 - $60,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-CH1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities Develop, revise, and present financial plans through planning software Ability to create and deliver tax, estate, and insurance planning Identify advanced planning opportunities and develop internal best practices Develops a mastery of Focus Partners Wealth's (FPW) investment philosophy Create holistic investment strategy for each client, monitor risk tolerance over time as needed Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. Mastery of technology stack offered, including CRM system and custodian websites Resource and collaboration with other Associate Wealth Advisors (AWAs) Ability to independently lead client communications and interactions Diligent recording of client communication and information within client relationship management platform Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service Complete client billing reviews and ensure compliance for the advisory team Engage in advisory team business planning efforts and actively support the firm's strategic priorities Ability to business develop in a team environment Lead a select number of client relationships Lead the development of financial planning recommendations to clients The ability to meet with clients in person. Some travel may be required Qualifications Bachelor's Degree Series 65 4+ years of financial service experience CFP or equivalent (ChFC or CPA + PFS) preferred Proven experience in financial analysis, modeling, and strategic planning Strong understanding of investment strategies, risk management, tax planning, and estate planning Excellent analytical skills and attention to detail Strong interpersonal skills: with the ability to explain complex financial concepts to clients Team-orientated approach Knowledge of financial industry, financial products, and financial planning concepts Proficiency in financial software and tools for modeling and analysis, as well as CRM tools Clean U4 The annualized base pay range for this role is expected to be between $75,000 - $95,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-AH1 #LI-AH1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Description Awarded Inc. Magazine's Best Workplaces for the fourth year in a row! AccountingDepartment.com is the leader in outsourced virtual accounting services for businesses - and our family is growing! Perhaps your next career adventure awaits! AccountingDepartment.com never settles with status quo. We strive to make sure our staff have plenty of opportunities that broaden skill sets and ultimately enhance career satisfaction while working here. If you're someone who wants to make a difference, is a confident communicator, loves a good challenge, and happily embraces change, then we sound like a perfect match! It's been an exciting 21 years at AccountingDepartment.com! We hope you will join us as we continue this exciting revolutionary journey we are on. Your Role: The Senior Accountant role is designed for an experienced professional who is ready for the next step in their accounting career. The ideal candidate will be highly motivated, meticulous and enthusiastic with a can-do attitude. This position is responsible for handling complex accrual-based accounting tasks for multiple clients, requiring minimal direction from Controllers. The Senior Accountant must possess strong analytical skills, excellent technical knowledge, and the ability to deliver accurate and timely results. A person in this role is comfortable using relevant knowledge, know-how and skills to convey clear and concise thoughts and ideas to clients and internal teams, both in written format and during virtual meetings. Adaptability is key to thriving in this fast-paced environment, as the role demands responsiveness to changing expectations and processes to provide exceptional value to clients. Essential Duties & Responsibilities:The Senior Accountant will perform the following duties with an advanced level of bookkeeping and accounting knowledge, requiring minimal oversight from management: Maintain books for multiple clients on an accrual basis, often with the help of an Assistant or Accountant as needed Completion of timely and accurate monthly close process and financial reporting, including class reporting, job-costing, analysis of account categories and defining trends Manage all aspects of the accounts receivable process, including unbilled revenue, deferred income, and bad debt allowances Manage all aspects of the accounts payable process, including vendor bills, and online payments Prepare cash management flash report Responsible for properly tracking inventory and identifying unusual or unexpected results Responsible for fixed asset and intangible asset management, including maintaining depreciation and amortization schedules and posting related journal entries for acquisitions and disposals Payroll processing using Intuit or other third-party payroll applications and review quarterly and annual reports such as: W-2, W-3, 941, and state U/E. Ability to identify and resolve payroll issues Support management with gathering documentation for budgets, forecasts and annual audits Record and maintain financing transactions, such as loans and investments, including proper classification of short-term and long-term commitments Evaluate lease contracts to determine short-term/long-term classification Calculate and prepare tax forms and payments, such as sales & use tax, property tax returns, and client-specific business tax and franchise tax filings Assist with review and preparation of 1099s and year-end payroll inclusions Updating and maintaining data for established KPIs Responsible for updating various dashboards and reports and budgets in Jirav Take full ownership of writing and updating the Client Procedure Manual to ensure it is complete and accurate at all times Use critical thinking to research issues and provide meaningful solutions Independently interpret, research, and apply knowledge to resolve technical accounting issues Embraces various technologies and applications to make process improvement recommendations Be a proactive change-agent; take the lead in identifying cumbersome processes and explore options of applying new technology to increase job efficiency and effectiveness Lead client meetings and provide a high-level of customer service Partner with client third-party advisors for exchange of data and reports Tracks time on client engagements and manages work to meet deadlines within established time budgets; able to explain budget variances Assists on special projects and additional responsibilities as needed Pursues opportunities for continuous learning Essential Skills & Experience:The ideal Accountant candidate will have 5+ years performing full charge bookkeeping and 2+ years using QuickBooks and/or NetSuite Software, including daily transaction processing, monthly close and financial reporting. In addition: Advanced knowledge of fundamental bookkeeping and accounting principles, practices and procedures, including enhanced levels of: financial reporting and analysis, budgeting, prepaids/accruals, capitalization, financing, job costing and regulatory tax requirements. Possess a very high degree of accuracy and attention to detail Self-directed, highly motivated and proactive Highly organized and process-driven Excellent problem-solving, critical thinking and analytical skills Proven experience meeting deadlines Comfortable delegating tasks and providing feedback Friendly, outgoing personality with a positive attitude and strong customer service skills who enjoys meeting and interacting with clients and staff Displays excellent communication, collaboration, and problem-solving skills Comfortable interacting with clients via phone and webcam Demonstrate ability to succeed in a fast-paced environment Innovative thinker and embraces change Able to work independently and as a team player Strong proficiency in Microsoft Office, especially Excel, Word and Outlook Minimum Education & Training Required: Proficient with accounting software, including but not limited to QuickBooks Desktop, QuickBooks Online, NetSuite and Sage Intacct. Experience with third-party applications is preferred, such as Bill.com, Tallie, Jirav, and TeamWork Ongoing desire to expand knowledge of new technology and applications AIPB, a 2-year associate's degree in an accounting-related field of study, or Minor in Accounting, preferred but not required Cultural Fit: We are proud of our culture and are looking for someone who shares our G.R.I.T. values: Grit: Motivated self-starter with a positive, can-do attitude. Demonstrates GRIT in overcoming obstacles and accomplishing tasks. G: Expresses Gratitude and appreciation for the contributions of team members, fostering a positive and collaborative work environment R: Demonstrates Resilience, flexibility, and determination while autonomously managing high-priority tasks and projects in an ever-evolving, dynamic work environment I: Unquestionable commitment to upholding the highest standards of Integrity, ethical behavior, and transparency in all business practices T: Proven ability to contribute effectively to organizational and team objectives through strong Teamwork skills Working at AccountingDepartment.com, LLC: The people at AccountingDepartment.com, LLC are passionate about their work and are driven by innovation. Each and every day we strive for excellence. Our work environment is equal parts casual and professional. We're serious about our business and delivering the best service to our clients, but we also make it a priority to keep things fun and exciting. Benefits Include: Work from home, W-2 position Three work schedule options including Full Time (37-40 hours), Mod Time (33-36 hours) or Part Time (30-32 hours). Minimum working hours must be M-F 9am-3pm in your time zone, with flexibility to accommodate client calls and meetings outside of those hours as needed Compressed work week option available Generous vacation and paid holidays Group Medical, Dental, Life, Vision, Accident Insurance 401(k) plan Participation in a company wide annual bonus incentive plan $25 monthly internet stipend Virtual employee groups, clubs, and activities throughout the year Casual dress Attention Military Spouses: For the last 21 years, we've proudly offered 100% remote, W-2 positions, and we've built an environment where career continuity is more than just a buzzword - it's a reality! Whether you're stationed at a new base or relocating for a PCS, we offer military spouses the unique opportunity to continue your career without disruption. As an accounting professional, you can take your position with you and keep your career on track no matter where life takes you. We believe in family first and are proud to be a family-friendly company with an award-winning culture. In fact, we've been nominated by Inc. Magazine for 4 years in a row for our exceptional workplace environment! If you're looking for a role that values flexibility, career growth, and a supportive work-life balance, we may just be the perfect fit for you. Join us and experience the benefits of working with a company that truly cares about its people. How to Become Part of our Future Success: If you believe you have what it takes to assume this new role, you must submit a resume and cover letter explaining why you're the perfect fit for this position. Kindly include your salary requirements in the cover letter. Only candidates that submit these criteria will be considered. AccountingDepartment.com is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at AccountingDepartment.com is based solely on a person's merit and qualifications.