Tax Accountant jobs at Liberty Mutual Insurance

About Us 7-time winner of the 50 Fastest Growing Companies in the Twin Cities, All In One Accounting is the strategic accounting team for mission-driven nonprofits and growth-minded entrepreneurs. All In One Accounting's thorough and comprehensive set of services move our clients from financial chaos to business clarity and beyond. Simply said, our mission is to empower entrepreneurs and to support profitable Growth , equip them to Protect their assets, and enable nonprofits to Amplify their impact. A bit about the role: We're seeking an experienced and dynamic Nonprofit Accountant to join our team and help support our small business clients. This role is pivotal in supporting mission-driven nonprofit organizations to reach their business goals through proactive financial management and consulting. As a Nonprofit Accountant, you'll work alongside Controllers and CFOs to deliver exceptional accounting services to a diverse portfolio of clients. This role requires strong organizational skills to manage multiple client relationships simultaneously, the ability to work independently while knowing when to escalate issues, and a commitment to continuous learning and adaptation. Now about you... You're independently minded yet collaborative You thrive working independently and think critically about client needs beyond the immediate task. You anticipate problems before they arise and take ownership of finding solutions without being prompted. At the same time, you know when to escalate complex issues and enjoy collaborating with your team to provide the best possible client service. You're adaptable and resilient We work primarily with smaller organizations that have big goals. You maintain composure and effectiveness when experiencing rapid change or unexpected challenges. You're comfortable with ambiguity and can adjust your approach based on each client's unique needs. You can seamlessly switch between different industries, accounting systems, and client priorities throughout your day. You're bursting with initiative While there are set deadlines and accountabilities with each client, you consistently push beyond just the task at hand to find ways to improve processes. You leverage technology and actively seek tools to bring efficiencies to each client's accounting cycle. You're not satisfied with "that's how it's always been done" - you look for opportunities to enhance processes and add value. More about the Nonprofit Accountant role: Wearing multiple hats and saying "yes" to a variety of challenges are the table stakes for the Nonprofit Accountant role. Your specific responsibilities include: Managing and nurturing client relationships while collaborating with your delivery team for optimal service delivery Designing and delivering exemplary service; this role is a thinker and a doer - you will be creating journal entries one moment and defining accounting policies the next Becoming proficient in various accounting software platforms, with a strong foundation in QuickBooks Online Implementing and maintaining strong internal controls and fraud prevention measures across client accounts Contributing in team knowledge sharing and driving process improvements Meeting weekly billable hours goals while maintaining the highest quality standards The specifics of the Nonprofit Accountant role: Maintain charts of accounts to facilitate accurate and timely financials Process and review accounts payable, ensuring accurate vendor setup and fraud prevention Conduct thorough monthly reconciliations of all balance sheet accounts Prepare and manage accounts receivable processes, including collections Make necessary month-end closing entries with proper documentation Monitor budget variances and communicate significant issues proactively Process client payroll with attention to compliance requirements Consistently meet billable hours goals Maintain the highest standards of service quality and client satisfaction Internal Responsibilities Complete all internal responsibilities including time tracking, capacity planning, and quarterly initiatives Actively participate in All In One Accounting's Brand Ambassador program, representing our mission and values Uphold security practices to protect client assets effectively The successful candidate will have: Bachelor's degree in accounting or business administration, or equivalent business experience 4+ years of accounting experience, preferably in nonprofit or public accounting and multi-client environments Demonstrated success managing multiple client relationships simultaneously Strong technical aptitude and ability to quickly adapt to various accounting software platforms Excellence in written and verbal communication Proven ability to work independently while maintaining strong team collaboration Experience with fraud prevention and internal controls Why All In One Accounting - The Benefits All In One Accounting offers all of our delivery team positions as either full or part-time with a mix of client interaction and internal team comradery. We strive to meet team members where they're at - so our roles vary between onsite and fully remote. Our company has been built by a team who likes to have fun, respect each other and works extremely hard to do right by each other and our clients. While working in a multi-client environment presents its own set of challenges, the greatest compliment we receive is that our work has changed the lives of our clients. Our five core values of Commitment, Foresight, Relationships, Tenacity, and Teamwork are at the core of everything we do. We've created an environment of continuous growth and are excited to see your talents! Salary and Benefits Salary: $60,000 - $75,000 Annual Bonus: Up to 10% of salary Comprehensive benefits package including: Medical, dental, and vision insurance 401K Life insurance Long and short-term disability HSA, FSA, and dependent care options Professional development opportunities All In One Accounting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Salary Description $60,000 - $75,000

Job Title: Accountant II - Tax Compliance Seeking an Accountant with federal tax experience. This role is responsible for analyzing, interpreting, and making decisions on a wide variety of complex federal tax and financial compliance matters. The position will provide timely and accurate financial and tax information to management, tax authorities, regulatory agencies, and auditors. Responsibilities Prepare and review tax workpapers for insurance entities, C corporations, and partnerships. Prepare annual and quarterly statutory financial statement tax provisions. Apply ASC 740 and SSAP 101 to relevant fact patterns. Prepare and coordinate state premium tax returns, municipal tax returns, sales and use tax filings, personal property tax returns, and insurance surcharges. Research federal and state tax matters and make recommendations based on findings. Identify and implement efficiency and technology improvements to enhance tax processes. Assist in developing training materials. Respond to federal, state, and local tax notices and related correspondence. Calculate tax estimates and accruals. Prepare or review tax journal entries. Education, Experience, and Qualifications Bachelor's degree in accounting, finance, or business administration with an emphasis in accounting. 2-3 years of insurance corporate tax experience or public accounting experience. Certified Public Accountant (CPA) designation preferred. Professional designations such as CPCU or AIAF are a plus. Familiarity with tax software and research tools is desired. Strong knowledge of ASC 740, SSAP 101, insurance taxation, and partnership taxation. Understanding of state corporate tax, premium tax, and policyholder surcharges. Strong analytical, research, and process improvement skills. Excellent attention to detail, sound judgment, and effective communication abilities. Compensation Package Salary range: $75K-$85K, plus bonus. Comprehensive benefits including health coverage, 401(k) with company match, and flexible PTO. Professional development and career growth opportunities. Collaborative and supportive work environment. Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. #LI-ET1

We offer a merit-based work-from-home program based on job responsibilities. After initial training in-person, you could have the flexibility of work-from-home time as defined by the leadership team. Auto-Owners Insurance, a top-rated insurance carrier, is seeking a motivated individual to join our team as an Associate Accountant. The position requires the person to: Prepare accounting reports for federal and state agencies. Learn to use and understand insurance accounting principles. Assist in developing automated accounting systems from manual operations. Utilize computer stored data for problem solving. Provide management with reports that can be used in decision making. Desired Skills & Experience Bachelor's degree in Accounting or Finance, or equivalent experience Ability to organize data, multi-task and make decisions independently Above average communication skills (written and verbal) Ability to resolve complex issues An interest in developing product knowledge through participation in approved educational programs Benefits Auto-Owners offers a wide range of career opportunities, and we are seeking talent that will help us continue our long tradition of success. We offer a friendly work environment, structured training program, employee mentoring and an excellent compensation/benefits package. Along with a competitive base salary, matched 401(k), fully-funded pension plan (once vested), and bonus programs, Auto-Owners also provides generous paid time off including holidays, vacation days, personal time, and sick leave. If you're looking to do rewarding work alongside great people, Auto-Owners is the place for you! Equal Employment Opportunity Auto-Owners Insurance is an equal opportunity employer. The Company hires, transfers, and promotes on the basis of ability, without consideration of disability, age, sex, race, color, religion, height, weight, marital status, sexual orientation, gender identity or national origin, or any factor contrary to federal, state or local law. *Please note that the ability to work in the U.S. without current or future sponsorship is a requirement. #LI-BK1 #LI-Hybrid

Experience more with a career at COUNTRY Financial! We're excited you're interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role COUNTRY Financial is seeking a Tax Accountant to join its Tax Compliance team. This role will focus on ensuring compliance with all aspects of tax reporting and filings for various tax matters. The Tax Accountant uses best practices and knowledge of state and local tax laws and regulations to ensure timely and accurate filing of tax returns, payment of taxes, and accounting for tax transactions. The ideal candidate demonstrates a high-level of organizational and problem-solving skills and an ability to identify and implement opportunities to increase the efficiency and effectiveness of business processes. This role provides the Tax Accountant with an opportunity to build relationships across the organization, interact with taxing authorities, and provide input on business transactions as needed.How does this role make an impact?- Prepares, reviews, and/or coordinates with third party vendor to ensure proper filing of state & municipal insurance premium tax returns according to prescribed rates, laws, and regulations by required deadlines. Coordinates or initiates the payment of periodic estimates of state & local premium taxes throughout the year according to established due dates. - Prepares, reviews, or coordinates the calculation and remittance of the appropriate surcharge payments and the necessary filings for the various companies according to prescribed rates, laws, and regulations by required deadlines. - Prepares, reviews, or coordinates the preparation of annual reports and business license renewals for the various companies according to prescribed rates, laws, and regulations by required deadlines. - Prepares or coordinates the completion of state and local sales/use tax returns for the various companies according to prescribed rates, laws, and regulations by required deadlines. - Prepares or coordinates the preparation of journal entries and account reconciliations on a timely and accurate basis.Do you have what we're looking for? Typically requires 4+ years of relevant experience or a combination of related experience, education and training. Preferred Qualifications: Accounting degree and/or CPA designation. Experience in premium, sales/use, withholding, and/or general corporate taxation. Able to use technology to enhance business processes. Self-motivated with strong critical-thinking skills and keen attention to detail. Able to work independently to guarantee the accurate and timely completion of tasks. #LI-CORP Base Pay Range: $62,000-$85,250 The base pay range represents the typical range of potential salary offers for candidates hired. Factors used to determine your actual salary include your specific skills, qualifications and experience. Incentive Pay: In addition to base salary, this position is eligible for a Short-Term Incentive plan. Why work with us? Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We're a big company, yet small enough you can make an impact and won't get lost in the shuffle. You'll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business. You'll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match. COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations. Come join our team at COUNTRY today!

The Tax Accountant reports to the Tax Manager and has a focus on a broad range of tax matters related to the corporation and partnership structures, including financial reporting, compliance, M&A activities, and non-income-based taxes. Primary Responsibilities Work closely with the Tax Manager and external advisors to ensure timely and accurate filing of federal and state corporate and partnership returns Assist with annual K-1 reporting process for a 800+ multi-member partnership Responsible for preparation or assistance with review of all federal, state and foreign income tax return and provision supporting workpapers, including apportionment, tax rates, deferred ending balances, financial statement footnotes, etc. Proactively manage team calendar and tracker to ensure deadlines are met for both tax provision and return filings. Conduct federal, multistate, local and international tax technical research as needed Prepare and process gross receipts, property tax and other non-income-based tax filings and related payments Assist with tax controversy with various taxing authorities, including tracking, proactively contacting, and resolving notices with tax authorities Review and reconcile monthly tax account reports and record journal entries Demonstrate critical thinking and initiative in developing practical solutions to new or complex problems Communicate proactively with the team regarding project status priorities, and deliverables. Position Specific Skills/Qualifications Work Experience 3 plus years relevant tax experience in both public accounting and/or industry Professional Licenses/Certifications CPA - Certified Public Accountant or actively in process of obtaining Technology Skills Proficiency in Microsoft Suite, especially in Excel (including sumif, xlookup and index match formulas) Experience with Adobe Pro Experience using Accounting Software such as Netsuite or Workday Core Competencies Experience with multi-member LLCs, including tax compliance, provision and, M&A considerations Knowledge of ASC740 concepts and experience preparing supporting workpapers Strong analytical, problem-solving, and organizational skills with keen attention to detail Ability to work independently and collaboratively in a team environment Excellent written and verbal communication skills Education Bachelor's degree in accounting, Finance, Business Administration, Tax, Law, or Economics Position Summary This position can be based either in Iselin, New Jersey or New York City. The base salary for this position at the time of this posting may range from $90,000 to $100,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department. #LI-GP1 #LI-Hybrid Powered by JazzHR zgk LAdu1Hm

The Tax Accountant reports to the Tax Manager and has a focus on a broad range of tax matters related to the corporation and partnership structures, including financial reporting, compliance, M&A activities, and non-income-based taxes. Primary Responsibilities Work closely with the Tax Manager and external advisors to ensure timely and accurate filing of federal and state corporate and partnership returns Assist with annual K-1 reporting process for a 800+ multi-member partnership Responsible for preparation or assistance with review of all federal, state and foreign income tax return and provision supporting workpapers, including apportionment, tax rates, deferred ending balances, financial statement footnotes, etc. Proactively manage team calendar and tracker to ensure deadlines are met for both tax provision and return filings. Conduct federal, multistate, local and international tax technical research as needed Prepare and process gross receipts, property tax and other non-income-based tax filings and related payments Assist with tax controversy with various taxing authorities, including tracking, proactively contacting, and resolving notices with tax authorities Review and reconcile monthly tax account reports and record journal entries Demonstrate critical thinking and initiative in developing practical solutions to new or complex problems Communicate proactively with the team regarding project status priorities, and deliverables. Position Specific Skills/Qualifications Work Experience 3 plus years relevant tax experience in both public accounting and/or industry Professional Licenses/Certifications CPA - Certified Public Accountant or actively in process of obtaining Technology Skills Proficiency in Microsoft Suite, especially in Excel (including sumif, xlookup and index match formulas) Experience with Adobe Pro Experience using Accounting Software such as Netsuite or Workday Core Competencies Experience with multi-member LLCs, including tax compliance, provision and, M&A considerations Knowledge of ASC740 concepts and experience preparing supporting workpapers Strong analytical, problem-solving, and organizational skills with keen attention to detail Ability to work independently and collaboratively in a team environment Excellent written and verbal communication skills Education Bachelor's degree in accounting, Finance, Business Administration, Tax, Law, or Economics Position Summary This position can be based in either Iselin, New Jersey or New York City. The base salary for this position at the time of this posting may range from $90,000 to $100,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department. #LI-GP1 #LI-Hybrid Powered by JazzHR XPc9xToTF8

About PHOENIX PHOENIX Retail, LLC is a retail platform operating the Express and Bonobos brands worldwide. Express is a multichannel apparel brand dedicated to a design philosophy rooted in modern, confident and effortless style whether dressing for work, everyday or special occasions. Bonobos is a menswear brand known for being pioneers of exceptional fit and a personalized, innovative retail model. Customers can experience our brands in over 400 Express retail and Express Factory Outlet stores, 50 Bonobos Guideshops, and online at *************** and **************** About Express Express is a multichannel apparel brand dedicated to creating confidence and inspiring self-expression. Since its launch in 1980, the brand has embraced a design philosophy rooted in modern, confident and effortless style. Whether dressing for work, everyday or special occasions, Express ensures you look and feel your best, wherever life takes you. The Company operates over 400 retail and outlet stores in the United States and Puerto Rico, the express.com online store and the Express mobile app. Responsibilities POSITION OVERVIEW The Accountant I is responsible for managing spreadsheet-based processes and applying financial accounting concepts for the maintenance of a complete and accurate general ledger. Tasks include responsibility for various aspects of accounting including monthly journal entries and account reconciliations. Completion of these tasks will require collaboration with other departments as well as certain third parties. KEY RESPONSIBILITIES Manage underlying data, supporting documentation and spreadsheet-based calculations to support accounting accuracy and completeness. Accurately book required journal entries to reflect activities. Examples include amortization and depreciation schedules, prepaid and accrued accounts, receivables, returns reserve, supplies and equity. Manage account reconciliation process by analyzing balance sheet account balances, assembling clear support for activity, and providing accurate and concise explanations for variances Other essential tasks may occur as directed by your supervisor REQUIRED EXPERIENCE & QUALIFICATIONS Bachelor's degree in Accounting or equivalent experience Ability to work and function independently, prioritize and manage multiple tasks/assignments and consistently meet deadlines Working understanding of GAAP Experience: 0- 3 years accounting experience in either public accounting or corporate accounting CRITICAL SKILLS & ATTRIBUTES Ability to work in a dynamic, fast-changing environment Excellent verbal and written communication skills Demonstrated leadership skills and strong interest in advancement High attention to detail Strong problem solving skills Advanced PC proficiency including Microsoft Excel Early Entry Closing If you would like to know more about the California Consumer Privacy Act click here. An equal opportunity employer, PHOENIX does not discriminate in recruiting, hiring or any other terms and conditions of employment hiring on the basis of any federal, state, or locally protected characteristic. PHOENIX only hires individuals authorized for employment in the United States. PHOENIX is committed to providing reasonable accommodation to individuals with disabilities. If you need an accommodation to search and apply for a job position due to a disability, please call ************** and say 'Associate Relations' or send an e-mail to ****************************** and let us know the nature of your request and your contact information. Notification to Agencies: Please note that PHOENIX does not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, PHOENIX will not consider or approve payment to any third-parties for hires made.

Payroll Tax Analyst Amwins Group, Inc. is conducting a candidate search looking for a Payroll Tax Analyst for our offices located in South Park Charlotte, NC. Amwins is the largest wholesale brokerage and group insurance administrator in the US with annual premiums placed more than $40B. We are privately held with the employees owning the majority stake. We have over 63 operating companies across 5 divisions, over 175 locations around the world, and 7.5k employees. Amwins has expertise across a diversified mix of property, casualty, and group benefits products, and offers value-added services to support these products, including product development, underwriting, premium and claims administration, and actuarial services. Please visit our website at ************** The Payroll Tax Analyst is responsible for managing and supporting the end-to-end payroll tax compliance process for multi-state payroll operations. This role ensures compliance with federal, state, and local tax regulations, oversees the preparation and reconciliation of tax filings, leads payroll tax audits, and provides day-to-day guidance to the payroll tax team. The ideal candidate will have a strong background in payroll tax, and a high level of analytical and problem-solving skills. Key Responsibilities: Oversee and perform all aspects of payroll tax compliance, including the review and reconciliation of federal, state, and local tax filings (e.g., 941s, W-2s) Establish and maintain tax agency accounts and SUI rates across multiple jurisdictions Manage employee tax setups and changes due to state moves or office address updates Reconcile payroll tax reports after each payroll run to ensure accurate filings by tax service providers Ensure timely submission of weekly, quarterly, and annual payroll tax filings Lead responses to federal, state, and local payroll tax inquiries, audits, and correspondence Develop and implement internal controls, processes, and policies related to payroll taxes Prepare payroll records related to terminations and coordinate closely with payroll processing teams Provide leadership and technical support to the payroll tax team on daily tasks and project initiatives Monitor updates from tax authorities and ensure systems and processes are updated accordingly Collaborate cross-functionally with Payroll, HR, and Finance teams to ensure alignment and accuracy Qualifications: Not less than 4 years of work experience in multi-state payroll and tax compliance Experience with ADP Smart Compliance is a plus Extensive knowledge of federal, state, and local payroll tax regulations Effective verbal, written, and interpersonal communication skills Demonstrated organizational abilities Proficiency with Excel, including pivot tables and v-lookups Ability to handle sensitive and confidential information Strong analytical and problem-solving skills Experience leading a team Key Competencies for Building a High-Standards Culture: Payroll team members are expected to uphold the following attributes to support a collaborative, high-performing environment. Job performance is measured with the following competencies: Employee Engagement Recognize and reward hard work to build motivation and trust Emphasize continuous growth, ambition, and team-focused determination Use the payroll process as a symbol of organizational commitment to employee well-being Collaboration Engage with all stakeholders including Payroll Operations, Payroll Tax, Process Improvement, HR, HRIS, and ADP Align efforts to achieve shared goals and collective success Value cross-functional teamwork as essential to project outcomes Trust Foster transparency through clear communication of payroll policies, deductions, and benefits Address payroll-related inquiries promptly and accurately Strengthen trust with self-service access and consistent information sharing Security Ensure job stability and protection against sudden external changes Provide clear roles, workplace safeguards, and continuous development opportunities Support long-term career relevance through upskilling and adaptability Accountability & Responsibility Own your responsibilities, deadlines, and results Communicating early and openly silence is not an option Be dependable and follow through consistently Professionalism Communicate respectfully, clearly, and constructively at all times Be punctual, well-prepared, and detail oriented Represent both yourself and the team with integrity and professionalism Emotional Intelligence Respond with thoughtfulness rather than reactivity Show empathy and consider others' perspectives Welcome feedback as an opportunity for growth Active Listening Be present-listen fully before responding Ask clarifying questions to ensure understanding Apply shared information to avoid redundancy Initiative Proactively identify and act on opportunities for improvement Bring forward ideas and solutions without waiting to be asked Stay informed on industry trends and apply them to enhance processes

Senior Tax Accountant Location: Charlotte, NC - Global Headquarters (SouthPark area) Reports to: Tax Manager Experience Level: 2+ years (Public Accounting background preferred) Position Overview We are seeking a motivated and detail-oriented Senior Tax Accountant to join our corporate tax team at our global headquarters in the SouthPark area of Charlotte, NC. This is a newly created role within a highly acquisitive company, offering excellent growth opportunities and exposure to complex, evolving tax matters. The Senior Tax Accountant will support the preparation of federal and state income tax returns, state apportionment calculations, property tax compliance, and quarterly/annual tax provision reporting. You will have the opportunity to collaborate with various internal departments across the company and work closely with external service providers to ensure accurate and timely tax compliance. Candidates must also be open to leveraging AI-powered tools and technology to enhance efficiency and accuracy in tax processes. Key Responsibilities Income Tax Compliance • Prepare federal and multi-state corporate income tax returns. • Prepare multi-state apportionment schedules and compliance filings. • Assist with quarterly and annual estimated tax payment calculations. • Research and respond to tax notices and assist with tax audits as needed. Tax Provision (ASC 740) • Assist in the preparation of quarterly and annual income tax provisions, including deferred tax calculations and supporting schedules. • Support documentation and workpapers for external auditors. Property Tax Compliance • Coordinate and prepare annual property tax listings. • Ensure timely filing and payment of property tax obligations across jurisdictions. Cross-Functional Collaboration • Partner with other internal departments (Finance, Accounting, Legal, IT) to gather data and support compliance. • Work with outside advisors and external service providers on complex compliance matters, research projects, and tax provision support. Other Responsibilities • Maintain organized workpapers and supporting documentation. • Embrace and effectively use AI and automation tools to improve tax processes. • Assist with broader process improvements and efficiency initiatives within the tax function. • Stay current with federal and state tax law changes. Qualifications • Bachelor's degree in Accounting. • CPA license or progress toward certification preferred. • 2+ years of tax experience, with public accounting experience strongly preferred. • Solid understanding of corporate taxation and multi-state tax concepts. • Familiarity with ASC 740 (tax provision) concepts a plus. • Strong analytical, organizational, and communication skills. • Proficiency in Microsoft Excel; experience with tax compliance/provision software (e.g., OneSource, CCH Axcess) a plus. • Openness to working with AI technology and adapting to evolving tax automation practices. Why Join Us? • Be part of a great culture - a collaborative, supportive, and people-first environment where team members are valued and encouraged to thrive. • Gain broad exposure to federal, state, local, and international taxation within a dynamic corporate environment. • Great work-life balance and an energetic, team-oriented office environment. • Work at our global headquarters located in the SouthPark area of Charlotte, NC, a premier business district with convenient amenities. • Collaborate with internal departments and external service providers, gaining cross-functional and professional exposure. • Access strong mentorship and professional development opportunities to help you advance your career. • Enjoy competitive compensation and a comprehensive benefits package. • Opportunity to contribute in a high-growth, acquisitive company where the tax function continues to expand.

We are seeking a detail-oriented and motivated Finance & Tax Analyst to join our team in Jericho, NY. This entry-level role is ideal for candidates looking to build a career in insurance compliance, finance, or tax operations. The analyst will be responsible for preparing and filing surplus lines taxes across multiple states, ensuring accuracy and compliance with regulatory requirements. While this role starts with a focus on routine filings, there is significant opportunity for growth as responsibilities expand. Key Responsibilities Prepare and file surplus lines tax returns in states where we operate, including Florida, Georgia, Texas, New York, New Jersey, Pennsylvania, and others as applicable. Monitor state-specific filing requirements and deadlines to ensure timely submissions. Manage weekly filing obligations and address any backlog or cleanup of prior filings. Track and document zero-filing states where surplus lines activity has not occurred. Maintain accurate tax records and reports for audit and compliance purposes. Collaborate with internal teams to gather necessary data from Applied Epic (GL system) to complete filings. Stay up to date with changing surplus lines tax regulations across all 50 states. Assist with ad hoc projects, reconciliations, and compliance initiatives as needed. Qualifications Bachelor's degree in Accounting, Finance, Business Administration, or a related field (preferred but not required). Strong attention to detail, organizational, and time management skills. Proficiency in Microsoft Excel and comfort working with financial systems (experience with Applied Epic a plus). Ability to manage multiple deadlines across different jurisdictions. Strong written and verbal communication skills. Eagerness to learn, grow, and take on increasing responsibility. What We Offer Competitive entry-level compensation with growth opportunities. Hands-on training and professional development in surplus lines compliance and insurance taxation. Exposure to multi-state regulatory processes across the U.S. A collaborative and supportive work environment. Compensation Range: $55,000.00-$88,750.00

Are you motivated by the challenge to expand your skills and experience in a dynamic career opportunity? ServiceLink, the unrivaled leader in the mortgage industry, seeks an individual with advanced multi-tasking and organizational skills to manage an important set of varied accounting responsibilities. The ideal candidate must possess advanced attention to detail and accuracy and excel at learning new processes in a fast-paced environment. If you are confident in your ability to maintain our high standard of excellence and promote our Serve First culture, we encourage you to apply for the position of Staff Accountant. **This is a HYBRID position. Will work partially remotely but meetings in the Pittsburgh, PA office are required, so applicants should be within reasonable commuting distance to Pittsburgh (Moon Township, PA) office.** Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future. A DAY IN THE LIFE In this role, you will… · Prepare transaction entries for posting to the general ledger. · Assist with monthly and annual financial close processes. · Complete monthly balance sheet account reconciliations for assigned accounts. · Assist in preparing monthly variance explanations of results. You possess … · Bachelor's degree in Accounting. · 2+ years of related progressive accounting experience. · Ability to demonstrate a strong working knowledge of GAAP accounting requirements. · Ability to work with minimum supervision in a team oriented environment. Responsibilities · Prepare transaction entries for posting to the general ledger. · Assist with monthly and annual financial close processes. · Complete monthly balance sheet account reconciliations for assigned accounts. · Assist in preparing monthly variance explanations of results. · Assist with internal and external audits to ensure compliance. · Research questions and issues from management and/or business units. · Assist with special, non-routine analysis as required. · Perform all other duties as assigned. Qualifications · Bachelor's degree in Accounting. · 2+ years of progressive accounting experience. · Demonstrate strong understanding of GAAP accounting requirements. · Ability to work with minimum supervision in a team oriented environment. · Ability to work in an organized manner and consistently follow-up on tasks. · Detail oriented with strong analytical skills. · Ability to maintain work priorities in an environment with multiple concurrent tasks and projects. · Ability to communicate effectively verbally and in writing. · Ability to establish and maintain effective working relationships at all levels of the organization. · Advanced Microsoft Office skills with focus on Excel. · Ability to maintain confidentiality. We can recommend jobs specifically for you! Click here to get started.

Are you motivated by the challenge to expand your skills and experience in a dynamic career opportunity? ServiceLink, the unrivaled leader in the mortgage industry, seeks an individual with advanced multi-tasking and organizational skills to manage an important set of varied accounting responsibilities. The ideal candidate must possess advanced attention to detail and accuracy and excel at learning new processes in a fast-paced environment. If you are confident in your ability to maintain our high standard of excellence and promote our Serve First culture, we encourage you to apply for the position of Staff Accountant. This is a HYBRID position. Will work partially remotely but meetings in the Pittsburgh, PA office are required, so applicants should be within reasonable commuting distance to Pittsburgh (Moon Township, PA) office. Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future. A DAY IN THE LIFE In this role, you will… * Prepare transaction entries for posting to the general ledger. * Assist with monthly and annual financial close processes. * Complete monthly balance sheet account reconciliations for assigned accounts. * Assist in preparing monthly variance explanations of results. You possess … * Bachelor's degree in Accounting. * 2+ years of related progressive accounting experience. * Ability to demonstrate a strong working knowledge of GAAP accounting requirements. * Ability to work with minimum supervision in a team oriented environment. Responsibilities * Prepare transaction entries for posting to the general ledger. * Assist with monthly and annual financial close processes. * Complete monthly balance sheet account reconciliations for assigned accounts. * Assist in preparing monthly variance explanations of results. * Assist with internal and external audits to ensure compliance. * Research questions and issues from management and/or business units. * Assist with special, non-routine analysis as required. * Perform all other duties as assigned. Qualifications * Bachelor's degree in Accounting. * 2+ years of progressive accounting experience. * Demonstrate strong understanding of GAAP accounting requirements. * Ability to work with minimum supervision in a team oriented environment. * Ability to work in an organized manner and consistently follow-up on tasks. * Detail oriented with strong analytical skills. * Ability to maintain work priorities in an environment with multiple concurrent tasks and projects. * Ability to communicate effectively verbally and in writing. * Ability to establish and maintain effective working relationships at all levels of the organization. * Advanced Microsoft Office skills with focus on Excel. * Ability to maintain confidentiality. Responsibilities · Prepare transaction entries for posting to the general ledger. · Assist with monthly and annual financial close processes. · Complete monthly balance sheet account reconciliations for assigned accounts. · Assist in preparing monthly variance explanations of results. · Assist with internal and external audits to ensure compliance. · Research questions and issues from management and/or business units. · Assist with special, non-routine analysis as required. · Perform all other duties as assigned.

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: The Tax Senior Analyst is responsible for the preparation and filing of tax returns, assisting with the quarterly tax provision, and conducting tax research. The Tax Senior Analyst will work closely with various departments to provide support and ensuring accurate and timely tax filings. KEY RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Prepare federal, state and local corporate tax returns and informational reporting. Assist with the preparation of the quarterly and annual tax provision (current and deferred) for the relevant legal US. Assist with income and indirect tax audits and notices, including preparing documentation, responding to inquiries, and resolving any issues or discrepancies. Coordinate with external advisors and tax authorities to address tax issues and ensure compliance with state and local tax requirements. Monitor changes in tax legislation and regulations in various jurisdictions, assessing their impact on the company and ensuring timely implementation of necessary changes. Assist with the preparation and filing of tangible personal property tax returns for multiple jurisdictions, ensuring compliance with state and local tax laws Ensure timely and accurate payment of state and local taxes monthly, quarterly or annually Research state and local tax issues including nexus determinations Respond to inquiries and provide support for customer-related state tax issues, including exemption certificates, W-9, and taxability questions. EDUCATION AND EXPERIENCE The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree in Accounting, Finance, or a related field required; Master's Degree preferred. Minimum of 2-3 years of experience in tax compliance, preferably in a corporate environment. Experience with tax research and tax planning. Experience with Thomson Reuters ONESOURCE and Checkpoint CERTIFICATIONS, LICENSES, REGISTRATIONS Certified Public Accountant (CPA) or equivalent certification (preferred). FUNCTIONAL SKILLS Proficiency in tax software and Microsoft Office Suite. Excellent analytical and problem-solving skills. Strong communication and interpersonal skills. Ability to manage multiple projects and meet deadlines. Detail-oriented with a high level of accuracy. General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan. CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

At Root Center, we believe our employees are our greatest asset, and we're committed to creating a supportive and engaging work environment where everyone can thrive. We're driven by a clear purpose and a set of core values that shape everything we do, from nurturing growth and promoting well-being to cultivating connections and making a positive impact. In fact, 97% of our newly hired employees would recommend us to their friends for employment opportunities, and 96% said they strengthened their skills in their first few months. If you share our commitment to these values and want to join a team that lives them every day, Root Center might be the perfect fit for you! Starting Salary: $55,000-$70,000 Position Summary Under the supervision of the Senior Finance Manager, prepares various weekly and monthly statistical reports. Prepares standard journal entries, account reconciliations and financial reports. Performs bookkeeping responsibilities in accordance with generally accepted accounting practices. Essential Functions ▪ Analyzes financial data by developing spreadsheet reports to reconcile accounts on a monthly basis and as needed. ▪ Creates journal entries to record daily deposits made by clinics in the organization's financial software. ▪ Maintains an accurate spreadsheet/record of all cash received in organizations bank accounts. ▪ Notifies the Director of Finance and Senior Finance Manager of any accounting discrepancies. ▪ Prepares and enters standard journal entries. ▪ Performs monthly financial close. ▪ Maintains financial reports, records and general ledger accounts. ▪ Creates and submits yearly 1099's and other filings for all entities as needed. ▪ Conducts monthly accounts receivable revenue analysis. ▪ Performs other data entry, bookkeeping and administrative duties as needed. ▪ Processes payroll in the absence of (or adjunct to) the Payroll & Benefits Coordinator. Minimum Qualification Requirements Bachelor's Degree in Finance, Accounting or related field preferred and three (3) years of professional accounting, finance, or billing processing experience. Attention to detail and proficiency in Microsoft Excel required. COMPENSATION & BENEFITS For all benefit eligible employees, we offer a prestigious employment package that includes competitive compensation plus a comprehensive array of benefits including: • Work Life Balance- Flexibility: Great work life balance with clinics closed on Sundays. No current on-call responsibilities. Time off including PTO (4 weeks), three (3) Paid training days and thirteen (13) paid holidays, including your birthday! 35 hour work week and so much more! • Health Insurance & Dental Insurance- with flexible employee contribution options depending upon chosen plan. • Voluntary Vision Insurance • Life Insurance and AD&D - 100% paid by Root Center for Advanced Recovery • Short-Term Disability - 100% paid by Root Center for Advanced Recovery • 403(b) Retirement Plan with a 5% employer match after 6 months of employment and an additional 5% employer contribution after 1 year of employment. • $2000 provided annually for tuition, license reimbursement, certifications or other educational activities, including 3 paid training days for educational activities and conferences; an additional $1000 available for counselors seeking outside supervision hours when such can not be provided in the organization internally. • Annual bonus eligible based on agency performance • Root Center has approved sites for the following NHSC Loan Repayment Programs: The Loan Repayment Program, Students to Service Loan Repayment Program, Rural Community Loan Repayment Program and Substance Use Disorder Workforce Loan Repayment Program. EEO Statement: Root Center is committed to hiring and retaining a diverse workforce. Root considers applicants for employment without regard to, and does not discriminate on the basis of, an individual's sex, race, color, religion, age, disability, status as a veteran, or national or ethnic origin; nor does Root Center discriminate on the basis of sexual orientation or gender identity or expression. #rcar

Requirements Prepares consolidated internal and external financial statements by gathering and analyzing information from the general ledger system and from departments.· Maintains and balances an automated consolidation system by inputting data; scheduling required jobs; verifying data.· Analyzes information and options by developing spreadsheet reports; verifying information. Prepares general ledger entries by maintaining records and files; reconciling accounts.· Prepares payments by accruing expenses; assigning account numbers; requesting disbursements; reconciling accounts. Develops and implements accounting procedures by analyzing current procedures; recommending changes.· Answers accounting and financial questions by researching and interpreting data.· Provides accounting support for mergers and acquisitions by reviewing financial information; converting data to general ledger system; obtaining supplementary information for preparing financial statements.· Protects organization by keeping information confidential and secure.· Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.· Accomplishes accounting and organization mission by completing related results as needed.· Enter accounts payable, create invoices, collections, post payments, follow-up on customer and vendor requests. Minimum Qualifications (Education, Experience, Skills)· Bachelor's degree in accounting, finance or general business is required, but an associate's degree in finance or business administration will be considered· Proven working experience in accounting or relevant field a plus · Thorough knowledge of accounting and corporate finance principles and procedures· CPA's preferred but not required· Experience with QuickBooks and/or other automated accounting systems · Must have strong experience with Microsoft Excel, Access and Word· Strong verbal and written communication skills· Strong interpersonal, supervisory and customer service skills required· Ability to multi-task, work under pressure and meet deadlines required· Strong attention to detail and confidentiality· Understand debits and credits QB, Appfolio, Netsuite, Intacct, Yardi, and/or Deltek experience is a plus. Additional Perks and Benefits: All positions can be full Time, part time, in-person or hybrid. Our clients do like to see us from time to time, but working remotely is an option. 401K with company match of up to 50% of the first 6%. Competitive pay with revenue sharing for salaried individuals. Medical, Dental, Vision & Life Insurance· Vacation, Sick and Holiday Pay. Peer to Peer Recognition Program - Bonusly. Mentorship program. Happy hours and much more! Salary Description $25-$28/hour

NOTICE TO STAFFING AGENCIES: LYNX has an internal recruiting department. Staffing agencies are hereby specifically directed NOT to contact LYNX employees in an attempt to present candidates. Our LYNX recruiting team is handling this recruitment internally. Description: This position performs professional accounting duties in the creation and maintenance of accounting records, the analysis of financial transactions, the verification of accounting records and financial data, and the assertion of compliance with established laws, procedures, and policies as related to the area of assignment. Essential Functions (regardless of primary responsibility): This list is intended to indicate the general nature and level of work performed by employees within this classification and is not designed to be interpreted as an exhaustive listing of all tasks required of employees assigned to the job. All employees will be expected to perform other duties as assigned. All jobs require regular and reliable attendance. Prepares account analyses and reconciliation; verifies accounting records and financial data; maintains compliance with established accounting principles, procedures, and policies; and prepares a variety of reports. Learns specific functions related to his/her primary accounting role and shadows another employee to learn the responsibilities associated with supporting other accountant roles. Maintains thorough documentation for reconciliations, journal entries, and all related accounting activities; performs account analysis and generates relevant financial reports as needed. Specific Duties for Grants Invoicing: Interprets accounting system policies and implements accounting procedures; records financial transactions; proposes journal entries; and gathers data to bill related grants. Performs the accounting and compliance activities for current contracts and reimbursable grants. Maintains control of allocations, obligations, unliquidated balances and fund transfers by grant and contract activity. Analyzes expenditures to ensure consistency with grant and contract provisions; interprets grant and contract rules, regulations, policies and procedures and advises project managers on grant financial requirements and fund availability; prepares drawdown of federal, state and special account funds. Assists with data entry of statistics for tracking and reporting. Reviews invoices, purchase orders, and account coding to confirm accuracy and ensure proper authorization is obtained. Verifies that purchase orders, packing slips, and requisitions align with invoices before submitting them to Accounts Payable for processing. Specific Duties for Grants Draws and Fuel: Reviews, verifies, and processes invoices related to unleaded fuel, diesel, and compressed natural gas to ensure accuracy and compliance with internal policies. Posts monthly fuel expense entries by cost center, maintaining accurate and timely financial records. Prepares detailed invoices and cost estimates for grant submissions to the Federal Transit Administration (FTA) and Florida Department of Transportation (FDOT). Reconciles general ledger accounts associated with federal and state grants, ensuring alignment with grant requirements and accounting standards. Processes invoices for reimbursement of eligible expenses under applicable grant programs, supporting timely and accurate funding recovery. Specific Duties for Accounts Receivables and Cash Receipts: Maintains and reconciles all incoming cash receipts using a perpetual tracking system to ensure accuracy, transparency, and audit readiness. Prepares journal entries for advertising revenue, complimentary and departmental tickets, contract service accruals, local fund revenues, adjustments, and reconciliations. Investigates and resolves discrepancies identified during bank reconciliations related to Accounts Receivable. Initiates invoice requests for outstanding receivables and follows up as needed to support timely collections. Accurately codes incoming receipts to appropriate general ledger accounts and assists with the implementation and use of bank reconciliation tools. Prepares and processes daily bank deposits in accordance with internal controls and banking procedures. Completes monthly, quarterly, and annual sales tax filings, ensuring timely payments and accurate journal entries. Reconciles monthly revenue and ridership data to identify discrepancies and ensure consistency between operational and financial records. Specific Duties for Fixed Assets: Posts journal entries related to fixed assets, capital projects, and construction-in-progress (CIP) to ensure accurate financial reporting. Reviews monthly depreciation and accumulated depreciation schedules, monitoring changes and ensuring proper asset valuation. Maintains the fixed asset register by adding new assets, processing disposals, and inactivating assets as needed. Generates ad-hoc reports and analyses related to fixed assets, capital projects, and CIP to support decision-making and compliance. Researches and reconciles all fixed asset accounts to ensure accuracy and alignment with general ledger balances. Specific Duties for Payroll and Accounts Payable: Prepares and posts all payroll-related journal entries using data extracted from the payroll system, ensuring accuracy and resolving discrepancies. Reviews invoices, expense reports, purchase orders, and check requests for proper coding and required authorization in accordance with company policies. Prepares routine and non-routine journal entries and accruals, maintaining complete and accurate supporting documentation. Investigates and resolves bank reconciliation items, providing documentation and making necessary adjustments in financial records. Performs monthly closing activities, including reconciliation of the Accounts Payable Subsidiary Ledger to the General Ledger; identifies and corrects discrepancies. Reviews and verifies travel authorizations, meal reimbursements, and expense reports for compliance with LYNX policies; assigns appropriate accounting codes to charges processed through the American Express Corporate Travel Account. Reconciles monthly payroll journal entries to the general ledger, ensuring technical accuracy and completeness of payroll accounting. Required Qualifications: Bachelor's Degree from a regionally or nationally accredited college or university in accounting, finance, or a closely related field plus a minimum of three years of responsible experience in accounting. One additional year of related experience beyond the minimum required may be substituted for one year of required education. Desired Qualifications: Experience in accounting in a public sector or grant-funded environment. Experience with payroll processing, accounts payable, and fixed asset accounting. Knowledge, Skills, and Abilities (KSAs): Strong understanding of Generally Accepted Accounting Principles (GAAP) and governmental accounting principles. Proficiency in accounting software and Microsoft Excel (pivot tables, VLOOKUP, etc.). Experience with ERP systems (e.g., Oracle Fusion, SAP, or similar). Excellent attention to detail and organizational skills. Ability to analyze financial data and reconcile complex accounts. Ability to exhibit a professional, courteous demeanor. Ability to work in a diverse environment. Excellent communication and interpersonal skills, including the ability to establish and maintain positive working relationships with those encountered in the course of work using principles of excellent customer service Work Environment and Special Considerations: Works in an office environment and requires long periods seated. This position requires close visual acuity to perform an activity such as viewing a computer terminal and extensive reading. Any employee using a company vehicle must possess a valid Florida driver's license and maintain a safe driving record. Sponsorship Notice: LYNX does not sponsor employment-based visas, including H-1B. All candidates must be legally authorized to work in the United States at the time of application and throughout the duration of employment. Rate will be determined by the qualifications of candidates who exceed the minimum requirements. Applications are reviewed as received, and interviews will be scheduled for the most qualified candidates, as applications are reviewed. Your talent, skills and experience will be rewarded with a competitive compensation package. FREE employee only health insurance Dental, vision, short-term and long-term disability insurance available Retirement plan Life insurance Paid vacation and sick leave Paid holidays FREE LYNX bus transportation for employee, spouse and children Employee wellness center

Operating within the core values and operating principles of the organization, maintains, controls, analyzes, reconciles and researches company financial activities affecting general ledger accounts. Coordinates the input into the company general ledger system with Systems and/or other appropriate administrative systems and areas. Processes and analysis of internal and external reinsurance transactions. Completes reconciliation of general ledger accounts. Responsibilities Position Responsibilities Develops financial models using the OneStream system as the primary tool for producing financial statements and analysis. Maintains subsidiary ledgers for company activities in accordance with statutory accounting principles (SAP) and Generally Accepted Accounting Principles (GAAP). Prepares monthly analyses and reports. Analyzes computer output to determine discrepancies and errors and initiates corrective action to ensure integrity of ledger system. Verifies that account balances are reported accurately and that reconciling items are cleared on a timely basis. Balances and audits accounting transactions for multi-company/multi-state operations. Resolves problems affecting reconciliations with other business units, departments and banks. Participates in modification of new and existing data systems to ensure compliance with area specifications and financial integrity. Prepares audit schedules for use in internal and independent external audits. Develops and maintains job documentation and procedures. Prepares and maintains reconciliations of general ledger accounts. Processes and creates complex financial calculations for analysis or input into the general ledger. Reconciles deposit and disbursement accounts to bank statements and corporate product systems. Processes and analyzes internal and external reinsurance transactions. Interacts with other operating departments and management to define current procedures, research alternatives and develop efficiencies in existing processes and procedures. Core Competencies Achieves Results/Has Bias for Action - Achieves stretch results. Strong bias for action with sense of urgency and high energy. Practices collaborative working environment to achieve more. Customer Focus - Has ability to look from customer's view. Viewed as business partner by external and internal customers. Anticipates customer needs to ensure no barriers to doing business. Uses Effective Communication Skills - Candid, clear and concise in communication. Effectively matches style, tone and method to audience. Connects with intended audience. Manages communication and feedback within the organization. Displays Team Orientation - Works collaboratively to achieve organization's success. Technical/Professional Skills - Strives to stay ahead of technical/professional expertise, is proactive and inspires others to stay current in areas of technical expertise. Qualifications Bachelor's degree in Accounting, Finance or relevant, equivalent experience required. Two to four years' experience in an accounting department Basic data processing Balancing of ledgers to support system Account analysis and reconciliation Preparing bank reconciliations GAAP and/or SAP Automated accounting systems Spreadsheet software Research and analyze data Communicate effectively with others in a work environment Work effectively on project teams Work overtime or weekends in order to meet deadlines #LI-Hybrid

Company:Marsh McLennan AgencyDescription: JOB TITLE: Commercial Sr. Account Consultant JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Directly manage the Client Insurance Program for assigned accounts, utilizing agency management system. Generally, this position is a very experienced individual contributor who manages 4-6 very complex accounts. This position is matrixed to a specific Producer or Producers under whose auspices the Sr. Account Consultant is fully responsible and accountable for the total management of specific clients and/or is the primary resource to specific Account Executives on other. Access to a Commercial Account Manager and/or Sr. Account Manager may be available based on business need. Customer Satisfaction and Client Retention Directly manage the execution and delivery of client calendar/timeline milestones Conduct meetings and other communication with client to assess, maintain, and improve customer satisfaction Proactively maintain positive client relationship and have mastered the ability to analyze situations, make proactive decisions and direct a team to follow-through Demonstrate a strong consultative ability to instruct and provide strong guidance to the client, achieving a high-level of trust Monitor and manage the quality of service delivered to the client by MMA team members and carriers/vendors Monitor, manage, and facilitate the resolution by carriers/TPAs/vendors and MMA team members of escalated service issues Client Consultations/Recommendations Consult with clients and make strategic Risk Management plan design recommendations. Risk Management Plan design recommendations should align with clients' business strategy, culture, and priorities and should focus on trend management Maintain strong working knowledge and command of carrier/vendor products and services and effectively deliver appropriate carrier/TPA recommendations and product and service solutions to clients Maintain strong working knowledge and command of MMA services, resources and capabilities, and leverage them appropriately on behalf of clients Consult with clients and deliver appropriate funding arrangement recommendations Present financial/risk management reports providing data and information pertinent to risk management, plan design recommendations, products/services recommendations, renewal projections/planning, budget planning, etc. Mastery level knowledge and command of CCIP capabilities and services Renewal / Account Rounding Process Present and review plan performance reports and renewal projections Conduct pre-renewal planning meetings, including recommendations for renewal strategies Work with Team and marketing representatives to manage renewal bid/marketing strategy and deliver renewal presentations Manage ongoing carrier/TPA/Vendor renewal negotiations on clients' behalf Make recommendations for additional products/services and for expanding broker/consultant services Manage and monitor revenue levels on all clients and work with Producers to develop strategies and actions for negotiation of commissions/fees Client Relationship Management -Developing, maintaining and expanding business relationships with key client decision makers and senior leaders, often C-suite level Revenue Generation - Manage and monitor revenue generated by each account and work with Producers to negotiate appropriate agency revenue levels for each individual client Marketing/Sales Activities - Represent MMA at conferences, meetings, councils, community, and industry events Internal Contributions and Functions Serve as internal subject matter expert in designated areas of expertise. Meet or exceed Role Model MHBT standards of excellence, including but not limited to: Ensure maintenance of files and records in an orderly, timely manner via use of Sagittta and Image Right. Ensure Service Plans via constant use of renewal timeline. Proficient in creation of and use of key industry risk management strategies or documents routine to daily service processes, ie: Risk identification and assessment Coverage evaluation, Risk retention strategies (deductibles, SIR's, Captives) Function as primary go-to person Client Contract Review Maintain and exhibit a positive, professional appearance and image. Understand and adhere to policies and procedures within the MMA employee handbook. Adhere to security and compliance requirements, appropriately manage/protect PHI and PII, and protect agency intellectual capital. Mastery level knowledge of property and casualty products, services, market dynamics, carriers/TPAs/vendors, fully insured and alternative funding arrangements. REQUIREMENTS: Position available on an as-needed business basis Licensed: Texas P&C Agent Education: Bachelor's Degree or equivalent professional experience preferred (Internal) 15+ years of Account Executive experience preferred (including at least 5-7 years in Executive or Sr. Account Manager role) (External) At least 15 years of Commercial Account Consultant or Executive experience CIC & CRM, or CPCU preferred If no designation, then 15+ years of experience as an Account Consultant or Executive preferred High level of organization with strong attention to detail and the ability to set, recognize, and manage multiple priorities and deadlines are essential. Applied knowledge and skills in the areas of communication, typing/word processing, and interpersonal relations. Accuracy and the ability to execute short and long term goals and to work independently are essential. Proficient with Microsoft Office Suite, especially email, Word, and Excel, and PowerPoint. College degree or equivalent professional experience preferred We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: *************************** .

Lockton is looking for talented students to join our 2026 Summer Associate Program in Kansas City! An internship at Lockton is so much more than coffee runs. Over nine weeks, you'll be exposed to different functional areas of the business and solve a real-world challenge facing Lockton and the industry. Throughout the experience, you'll be paired with a performance coach or specific team to help guide you through the course of the internship. You'll also get the opportunity to work with a variety of students from varying schools while being a part of our award-winning office culture. Apply to this internship if you are studying OR interested in this area: * Financial Accounting Responsibilities will vary based on your placement, but may include: * Collaborating with the accounting team on various hands-on projects * Working with a team of fellow interns to solve real-world business challenges * Conducting research and preparing a variety of reports, presentations and communications * Interacting with internal clients exemplifying Lockton's commitment to client focus * Actively participating in training and personal development sessions * Presenting in-person and virtually to internal clients and other Lockton Associates * Collaborating with assigned team on day-to-day responsibilities and requests * Performing other responsibilities and duties as needed