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Plante & Moran PLLC. jobs - 252 jobs

  • 2027 National Tax Office & Transactional Specialist Entry Level Staff

    Plante Moran 4.7company rating

    Plante Moran job in Columbus, OH

    Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Whether you intend to specialize or you'd rather gain exposure across many service lines, the sky's the limit. From day one, we invite you to make a difference-to be remarkable. Your role. You'll help instill confidence in organizations large and small by assuring their financial health. We'll give you the flexibility to craft business solutions, not just spreadsheets. Your work will include, but not be limited to: * Considering tax issues associated with mergers and acquisitions * Researching complex tax issues and write technical memorandum * Assisting with international tax structuring and operational issues * Preparing tax returns and serve as an integral part of engagement teams for clients * Assisting with National Tax Office functions, such as writing internal and external tax alerts on current tax developments and emerging planning techniques * Assisting with internal tax education function * Assist with handling the tax aspects of transactions * Meaningful interactions with staff at all levels as well as with our impressive repertoire of clients * Deepen knowledge in tax and tax consulting through exposure to both service lines The qualifications. * Strong interest in the tax law, as demonstrated tax courses completed or planned before graduation * Detail-oriented leader with problem solving, communication, and analytical skills * Bachelor's degree with an emphasis in accounting; or Master's degree in accounting or tax * Must be pursuing a LLM, JD, or CPA license * Academic success (a minimum major GPA of 3.0) This is an exempt position that may require some local, national, and occasional international travel. What makes us different? On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now. Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day. Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug-free workplace. Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran. The specific statements above are not intended to be all-inclusive. We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time. The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent. Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation. The compensation range for this role in CO, IL, OH, and MA is: $78,000.00 - $87,000.00
    $78k-87k yearly 60d+ ago
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  • 2027 Audit or Tax Entry Level Staff

    Plante Moran 4.7company rating

    Plante Moran job in Columbus, OH

    Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Whether you intend to specialize or you'd rather gain exposure across many service lines, the sky's the limit. From day one, we invite you to make a difference-to be remarkable. Your role. You'll instill confidence in organizations large and small by assuring their financial health. We'll give you the flexibility to craft business solutions, not just spreadsheets. Your work will include, but not be limited to: * Participating in different phases of the audit and/or tax engagement. * Planning, testing, researching, and reporting. * Working with compilations, reviews, compliance, financial statements, and benefit plans. * Engaging in corporate, partnership, individual, international federal, and state & local taxes. * Meaningful interactions with staff at all levels as well as with our impressive repertoire of clients. * Experience working with a wealth of business opportunities throughout a professional services firm. The qualifications. * Detail-oriented leader with problem solving, communication, and analytical skills. * Bachelor's degree with an emphasis in accounting; or Master's degree in accounting or tax. * Academic success (a minimum cumulative GPA of 3.0). * Completion of the requisite degree and supporting credits to sit for the CPA exam, with the goal of successfully obtaining your CPA license. This is an exempt position that may require some local, national, and occasional international travel. What makes us different? On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now. Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day. Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug-free workplace. Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran. The specific statements above are not intended to be all-inclusive. We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time. The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent. Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation. The compensation range for this role in CO, IL, OH, and MA is: $74,000.00 - $83,000.00
    $74k-83k yearly 60d+ ago
  • Wealth Transition Services Senior Manager - Estate & GST Reviewer - Remote Eligible

    Eide Bailly 4.4company rating

    Remote or Billings, MT job

    Work Arrangement: Remote, Hybrid, or In-office A Day in the Life A typical day as a Wealth Transition Services Senior Manager might include the following: * Reviewing United States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706) and state level estate tax returns. * Working with staff to ensure estate and GST tax returns are completed correctly by required deadlines and under firm processes. * Interpreting and reviewing various legal documents (Wills, Trusts, and other instruments) in relation to estate and business succession planning (specifically estate tax considerations and the allocation of GST exemption and reporting considerations). * Technical research on estate, gift and GST tax for internal clients. * Assisting clients with high net worth or ultra-high net worth. * Looking at the tax situation of the individual and their estate from various angles to ensure the maximum tax benefit is applied. * Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience. * Business development and billing responsibility. * Assist in preparation of marketing materials and presentation of internal and external webinar trainings. * Coaching and mentoring staff. Who You Are * You have a Bachelor's degree in Accounting and an active CPA license or JD/L.LM. (taxation) * You have 7+ years of experience in gift, trust, and estate tax in public accounting, law firm, or a related field. * You have expertise in estate and GST tax (interpretation and advisement on estate tax and GST provisions in estate planning documents) * You have significant experience in preparing and reviewing Federal and State level estate tax returns. * You have knowledge and expertise in various allocation rules for GST exemption, late allocations, and reporting considerations for transferors. * You are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition Services Senior Manager will interact with clients in the high net worth and ultra-high net worth space and will speak to groups on wealth transition topics. * You are a multi-tasking master and there is never a deadline you can't meet. * You have experience developing business and networking. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation: $125,000-$200,000 Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws #LI-MB1 #LI-REMOTE
    $125k-200k yearly Auto-Apply 60d ago
  • Private Equity Performance Improvement Leader

    Armanino McKenna Certified Public Accountants & Consultants 4.7company rating

    Remote or New York, NY job

    At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Public Accounting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. We are seeking a Private Equity Performance Improvement Leader to lead and expand this sub-practice, working collaboratively to deliver outstanding client service while mentoring a team of rising professionals. This role will work closely with senior leadership and clients to build complex financial models, provide insights, and drive data-driven decision-making. The ideal candidate has extensive experience in financial modeling, corporate finance, and strategic advisory, with a strong ability to communicate financial insights to executive stakeholders. We are looking to add to our wickedly smart team in the one of the following locations: the San Francisco Bay Area, Los Angeles, or Irvine (California); Dallas or Austin (Texas); Seattle, (Washington); St. Louis (Missouri); Chicago (Illinois); Philadelphia (Pennsylvania); New York (New York); or Denver (Colorado). The ideal candidate will also have experience with integrated Capital Markets readiness and Value Creation projects. This includes advising clients on how to prepare for liquidity events, IPOs, debt and equity financing, and optimizing their financial structure for long-term success. Additionally, they will work with clients to identify and implement key value drivers that enhance enterprise value and operational efficiency. This individual must be both highly analytical, with the ability to dive into PE portfolio companies, their existing structure and reporting with the ability to design and execute plans to maximize stakeholder value. As the leader of the group, importance being an effective mentor, capable of teaching and developing others to help build the Private Equity Performance Improvement practice. Additionally, the ideal candidate should desire the role of a practice builder with experience in business development, including identifying new client opportunities, building relationships, and expanding Armanino's service offerings in the Private Equity and Strategic Finance space. Job Responsibilities * Develop, maintain, and improve financial models for various business scenarios, including forecasting, budgeting, capital planning, and valuation. * Provide strategic financial insights and recommendations to clients, helping them optimize performance and achieve growth objectives. * Conduct financial analysis and scenario planning to evaluate business strategies, capital allocation, and investment opportunities. * Lead and execute financial due diligence, mergers & acquisitions (M&A) analysis, and other transaction-related financial modeling. * Collaborate with internal and external stakeholders, including executives, investors, and finance teams, to deliver high-impact financial solutions. * Guide clients in implementing best practices for financial planning, reporting, and operational efficiencies. * Advise clients on capital markets readiness, including IPO preparation, financing strategies, and financial structuring. * Identify and implement key value creation drivers to enhance enterprise value and operational efficiency. * Leverage data analytics and visualization tools to present financial information in an impactful and digestible manner. * Mentor and develop junior team members in Private Equity Performance Improvement best practices, helping to build a strong practice within Armanino. * Drive business development efforts by identifying new client opportunities, building relationships, and expanding Armanino's Advisory service offerings. * Have ownership of, and manage, key initiatives and metrics, including but not limited to metrics related to billing, utilization, and A/R. Requirements * Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred. * Minimum 10 years of experience in valuation, financial modeling, corporate finance, investment banking, private equity, or strategic finance. * Advanced proficiency in financial modeling and Excel, with strong experience in valuation techniques, DCF, LBO, and M&A modeling. * Expertise in financial planning & analysis (FP&A) and strategic decision support. * Strong understanding of accounting principles and financial reporting. * Proven track record in generating new business opportunities * Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders. * Ability to work in a fast-paced, client-facing environment and manage multiple projects simultaneously. * Strong leadership and mentoring skills, with the ability to develop and grow a team of financial professionals. * Strong client communication skills * Flexibility to work from home while collaborating in person half the time. Preferred Qualifications * Experience with financial forecasting tools, BI platforms, and data visualization software (e.g., Tableau, Power BI) is a plus. * Interest or experience in business development, including identifying client opportunities, relationship-building, and expanding service offerings. "Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $223,200 - $262,600. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $245,600 - $288,900. For Northern California residents, the compensation range for this position: $256,700 - $302,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: * Medical, dental, vision * Generous PTO plan and paid sick time * Flexible work arrangements * 401K with Profit Sharing * Wellness program * Generous parental leave * 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
    $71k-86k yearly est. Auto-Apply 36d ago
  • IT Service Management Lead

    CBIZ, Inc. 4.6company rating

    Cleveland, OH job

    #LI-MM2 #LI-Hybrid * Utilizing our business process, plans, evaluates and manages the execution of assigned projects * Develops and maintains software, operating systems and hardware technology * Administers, maintains, develops and implements policies, procedures and best practices * Has expert knowledge of commonly used concepts, practices and procedures within job scope * Identify and review opportunities and implement recommendations for improvement to mitigate risk and optimize technology * Prepare formal project plans maintaining an awareness and an updated status of projects that fall within span of responsibility * Provide leadership and mentoring opportunities to staff Preferred Qualifications * 5+ years of experience in IT Service Management or IT Operations leadership roles * College degree or equivalent required * ITIL 4 Foundation Certification (advanced ITIL certifications preferred) * Demonstrated success in implementing, governing, and improving ITSM processes in mid-to-large organizations * Strong analytical and root cause analysis skills, with the ability to translate findings into actionable improvements * Proven ability to develop and communicate metrics, dashboards, and executive-level reporting * Excellent facilitation, training, and stakeholder engagement skills * Strong leadership, collaboration, and time management abilities Minimum Qualifications * College Degree or equivalent * 6 years related experience * Expert technical knowledge * Knowledge of industry regulations * Ability to lead and coordinate the team activities of others * Ability to formulate, document and recommend new policies and procedures * Able to work in and lead a team * Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally * Ability to travel as required by business and on-call availability
    $52k-67k yearly est. 50d ago
  • Industry Marketing Specialist - Manufacturing and Distribution

    Eide Bailly 4.4company rating

    Remote or Fargo, ND job

    Work Arrangement: 100% Remote A Day in the Life A typical day as an Industry Marketing Specialist might include the following: * Consults with marketing team and industry stakeholders to assist in the creation and implementation of industry marketing plans; to include both brand and lead generation activities. * Supports and develops ideas for creative marketing campaigns with consideration of inbound and outbound marketing strategies. * Supports campaign measurement including tracking and follow-up. * Assists in analyzing market data to help make decisions on future strategies. * Collaborates with Go to Market team to deliver campaigns in the industry and contributes to the needs that support services/regional groups. * Liaises with partners and managers and team's research professional to create target lists, learn about competitors, and develop deeper understanding of target clients. * Assists partners/managers in seeking out thought leadership speaking opportunities and coordinates logistics as needed. * Manages sponsorships for industry and liases event logistics for industry seminars and tradeshows to appropriate team * Heads industry webinars planning including scheduling, identifying stakeholders, content coordination, attendee tracking and communications across the industry. * Ensures timely and accurate performance on assigned projects. * Maintains compliance with project budgets, turnaround times, and deadlines. Who You Are * You have a bachelor's degree in marketing, communications, business or a related field required; or equivalent experience * You have a minimum of 5+ years of business-to-business marketing experience, preferably in a professional services firm and or experience in Manufacturing and Distribution * You have excellent interpersonal and client service skills. * You have strong organizational/follow-up skills and attention to detail. * You have knowledge and understanding of key marketing principles, concepts, tactics and the functional roles within the marketing team. * You can work on multiple projects and meet deadlines by setting priorities with work projects. * You are proficient with computers, Microsoft Office (Word and Excel) and can use various software packages, such as Microsoft Dynamics CRM * You have strong communication skills, both written and verbal. * You have a ream-focused mindset, with the ability to build rapport and relationships with colleagues. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation $60,000-$85,000 Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. #LI-KM1 #LI-REMOTE
    $60k-85k yearly Auto-Apply 44d ago
  • 26 Winter Seasonal Office Administration

    Plante & Moran 4.7company rating

    Plante & Moran job in Cincinnati, OH

    Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Position Summary: The Administrative Assistant position provides day to day administrative/secretarial support for a team or multiple teams, including proposals/presentations, billing, projects & processes, basic secretarial duties including calendaring, travel arrangements, correspondence. Position will manage some projects, programs and/or processes. Position Responsibilities: Assist with the production and editing of client or Firm deliverables, such as proposals/RFPs, presentations, reports, spreadsheets, Microsoft Project workplans, Visio diagrams, and reports. Copy, bind and distribute as appropriate. Client deliverables may include: CAD work Bid openings Bid evaluations and clarifications Manage vendor pay application process Phone bill analysis Manage Sharepoint sites Manage surveys/survey tools Walk-throughs Internal documentation/training materials May also assist with practice growth from an administrative support position including: Research Involvement in marketing campaigns Preparation of proposal packets Compile and manage pipeline and backlog reports Ensure that opportunities are in CRM Use CRM to help manage practice Compile and manage financial reports from Practice Management Cognos Analysis Responsible for overseeing & maintaining various processes, which may include: workflow systems/Firm databases as required, including new client/job workflows and other various internal documents related to client service, including client satisfaction surveys Files and documents for a specific team; updating charts and binders with information Databases for the Firm intranet site; creation of material/text and maintenance of information May assist with some administrative projects (some complex), for a team or industry group, primarily related to a specific organizational function; responsible for frequent communications with all levels in the organization Enter and track data in various databases (including 5-5-7, opportunities in CRM, PMTOK tracking, RFP tracking, management of signed engagement letters, PPA follow-up, etc.) Administer and assist with (if applicable to assigned team): legal documentation requirements (subpoenas, court orders, etc) Award application process, benefit administration/open enrollment and related mailings, distribution of Firm gifts Technology needs; including, processing pool equipment & portable file server requests, server reporting (including reporting issues, backup tape reporting & distribution, replicating data storage devices, managing database files, reporting), hardware coordinator (hard drive backups, un-assigning assets, recording laptop acknowledgement forms Administer MOS testing or other assessment tools according to protocols, including scheduling, working with outside vendors, distributing results/maintaining records, and other related assessment administration needs Communication activities including tracking and updating staff on deadlines, target dates. Manage conflicting priorities and overall backlog of admin requests. Organize team meetings, including agendas, project lists, minutes and reports Research for special projects, when requested Liaison for outside organizations/persons and clients, when necessary Arrange for conference rooms, including needed equipment and/or conference calls, meeting breakfast/lunches/coffee, etc.; may include reservations for leased conference rooms Miscellaneous team reservations (travel, lunch, dinner, etc.) May assist with deliverables for staff performance management process (CDPs, APAs, etc.), when requested Manage marketing activities as needed; marketing liaison Prepare various P&M forms (new client, check request, etc.) Handles miscellaneous client and miscellaneous phone calls, routes to appropriate staff Proofreading of correspondence prepared by other staff Assist Partner and team with various secretarial duties including opening and organizing mail, organizing office, scheduling prospect calls, travel arrangements, scheduling and maintaining calendars, expense reports, organizing/processing billing Assist other administrative assistants, when necessary; provide backup when needed Any other office duties as required Note: Position may require some Saturday work hours during tax season (January thru April) and overtime from time to time during the remainder of the year. Education: HS Diploma or GED equivalent required. Higher level education/college coursework preferred. Qualifications: At least 4-6+ years secretarial experience, preferably in a professional services environment MS Office experience required (MOS certified a plus); certain Administrative Assistant positions also require experience with CAD, Visio and Microsoft Project Must be able to remain in a stationary sitting position for at least 75% of the time. Person in position needs to occasionally move about the inside of the office to access machinery, cabinets, etc. Ability to work overtime if required Must be able to lift 20 lbs. - specific job duties may require additional lifting; occasionally moves and transports packages weighing up to 20 lbs Person in position frequently communicates with staff who have inquires. Must be able to exchange information in these situations. Occasional moving & lifting of equipment; bending, lifting, climbing required to position self to maintain computers during engagements Ability to work in a high stress environment Reliable transportation and valid driver's license are required including a clean driving record Minimum levels of auto insurance coverage are required Qualifications: Proven administrative and organizational, and time management skills Superior oral and written communication skills and a focus on client service, together with the ability to exercise independent judgment, initiative while maintaining high confidentiality Solid technical proficiency including knowledge of MS Office applications (particularly Word, Excel, and Outlook), Visio and Microsoft Project Professional demeanor with excellent customer service and interpersonal skills Ability to work well with others Ability to communicate effectively with partners, staff and visitors Ability to multi-task and work in a fast-paced atmosphere. Superior data entry and alpha/numeric skills What makes us different? On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's “100 Best Companies to Work For,” and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now. Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day. Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug-free workplace. Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran. The specific statements above are not intended to be all-inclusive. We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time. Compensation information posted is based on a position being located in the state of CO, IL, or MA. Please review the position location for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range for their position, as compensation decisions are determined through a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer market-based starting salaries that are consistent across individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent. Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation. The compensation range for this role in IL, MA or CO is: $33.00 - $36.00
    $66k-87k yearly est. Auto-Apply 3d ago
  • Tom O'Donnell - Internal Transfer

    Plante & Moran 4.7company rating

    Plante & Moran job in Columbus, OH

    Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Our senior care healthcare consulting team focuses on our clients' critical business needs. Our team works with post-acute providers including SNFS, Hospice, HHA, ICF, etc. From reimbursement strategy to operations and everything in between, our integrated solution approach is designed to help enable and manage growth, leverage resources, and mitigate costs and risks. At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and seek new opportunities. Your role. Your work will include, but not be limited to: Lead and manage strategic engagements focused on preparation of Medicaid and Medicare cost reports Prepare, review, and analyze SNF Medicare and Medicaid cost reports in accordance with Federal and State regulations Analyze client financial and operating data in order to identify opportunities to optimize reimbursement rates for clients, while also understanding the clients' operational data from a staffing and expense management standpoint Provide client accounting assistance as requested Drive top-line revenue for clients in maximizing reimbursement Supervise and coordinate activities of consulting staff Build and manage client relationships, including practice development activities The qualifications. Bachelor's degree in Accounting or Finance required.150 credit hours or Masters in Accounting (or Taxation) is highly preferred CPA highly preferred 10 years of experience in post- acute healthcare reimbursement including Medicare, Medicaid, and cost reporting Strong background in accounting and financial analysis, with the ability to identify variances and identify opportunities to improve processes & procedures Proficient technical skills, including those required to be proficient with financial accounting and reporting systems and MS Office Ability to exercise extreme confidentiality and effectively communicate with client personnel Staff members working onsite at healthcare clients will be required to have updated immunizations per client compliance requirements with federal workplace safety guidelines Ability to travel approximately 10-15% This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week. What makes us different? On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's “100 Best Companies to Work For,” and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now. Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day. Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug-free workplace. Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran. The specific statements above are not intended to be all-inclusive. $Internal Transfer$
    $20k-27k yearly est. Auto-Apply 3d ago
  • Ventura Trust - Chief Operating Officer

    Eide Bailly LLP 4.4company rating

    Remote job

    Ventura is seeking a dynamic Chief Operating Officer to champion a vision of sustained success, organizational growth, and excellence. The COO will be responsible for setting and achieving annual objectives, nurturing a collaborative and team-oriented culture, tracking key performance metrics, and overseeing the Client Support Group, Controller, and Compliance Officer. This role reports directly to the CEO and, indirectly, to a five-member board-two of whom are independent directors. Founded in 2016, Ventura became a Minnesota non-deposit trust company in December 2022, regulated primarily by the Minnesota Department of Commerce. We specialize exclusively in fiduciary services for Employee Stock Ownership Plans (ESOPs), serving over 180 ongoing clients across 31 states. Each year, Ventura acts as trustee for approximately 30 transactions, mainly new ESOP formations and third-party sales, and receives more than 115 referrals annually from ESOP professionals, contributing to exceptional, consistent growth. As a newly formed employee-owned company, every team member now contributes directly to Ventura's financial success, making profit and growth a shared objective. EOE Responsibilities We value strong, transparent communication and believe that building meaningful relationships with staff, vendors, and advisors is crucial. The ideal candidate will demonstrate comfort with systems and software, a passion for ongoing learning about the ESOP industry, and a commitment to high professional standards. Responsibilities also include management of customer service, compliance, human resources, cybersecurity, vendor partnerships, financial analysis, insurance, and reporting. Marketing and legal management will also report to the COO after a transition period. Ventura operates as a fully remote organization, with a team of 20 employees across eight states. Success in this environment requires teamwork, personal accountability, dedication to superior performance, a hands-on approach and a drive for continuous improvement. Qualifications Ideal candidates possess at least five years of proven operations experience, a strong commitment to serving the needs of both internal and external stakeholders, and robust financial acumen. Documentation of this background is required for consideration.
    $85k-115k yearly est. Auto-Apply 12d ago
  • Specialist, Payroll - Vantagen

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Columbus, OH job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities: The main responsibilities of this role is to provide direct support and consulting to our payroll clients. This role is expected to understand payroll in depth and to maintain knowledge of payroll practices and laws so as to provide better service and information to our clients. Under the supervision of the Payroll Supervisor, this role is expected to be independently managing their client relationships, however, when needed, escalating issues or challenges for prompt resolution. Client Service & Deliverables * Ensure client payroll information is accurate within their specific payroll system and resolve any discrepancies * Review and/or process payrolls in a timely manner to meet client deadlines to include updating employee records, calculating/paying bonuses or severance, reviewing accuracy of federal and state income related tax calculations, and reconciling payroll deposits, tax withholdings, wage garnishments, etc. * Prepare reports of employee earnings, taxes, deductions, and employer's contribution for social security and unemployment Client Service * Establish strong and trusted client relationships by effectively consulting with clients on all payroll related matters * Maintain confidence of employee data by keeping all information confidential * Accurately convey detailed information in both written and verbal format * Provide technical software support to clients * Identify and accurately capture out of scope work * Identify new opportunities to expand services to clients Implementation & Technology * Be an additional resource to the implementation team when needed * Interviews clients to gain understanding of payroll needs * Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new hires and/or less experienced staff as it relates to clients, software, payroll, and/or processes * Provide honest feedback to new hires/less experienced staff in a timely manner * Help build team capabilities and knowledge by sharing insights and lessons learned * Research and maintain product knowledge on ADP software platforms * Maintain current knowledge of local, state, and federal practices and laws Qualifications: * 1-3 years of relevant payroll experience; associate or bachelor's degree preferred. Experience in lieu of degree considered * Experience with ADP software platforms desirable * Working knowledge of Outlook and Microsoft Office Suite (Word, Excel, PowerPoint) * Highly detail oriented and focused on accuracy * Strong organization and time management skills * Strong adaptability and multi-tasking skills * Ability to effectively work in a deadline driven environment serving multiple clients * Ability to provide exceptional client service * Strong written and verbal communication skills; appropriately and professionally communicates with all levels * Ability to learn new technology and processes quickly * Ability to learn from experiences and integrate new knowledge and skills into daily work and share with colleagues as appropriate The compensation range for this role is $21.50 to $41.00. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $21.5-41 hourly Auto-Apply 60d+ ago
  • IT Service Management Platform Administrator

    CBIZ 4.6company rating

    Cleveland, OH job

    #LI-MM2 #LI-Hybrid Minimum Qualifications College Degree or equivalent 6 years related experience Expert technical knowledge Knowledge of industry regulations Ability to lead and coordinate the team activities of others Ability to formulate, document and recommend new policies and procedures Able to work in and lead a team Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally Ability to travel as required by business and on-call availability Essential Functions and Primary Duties Utilizing our business process, plans, evaluates and manages the execution of assigned projects Develops and maintains software, operating systems and hardware technology Administers, maintains, develops and implements policies, procedures and best practices Has expert knowledge of commonly used concepts, practices and procedures within job scope Identify and review opportunities and implement recommendations for improvement to mitigate risk and optimize technology Prepare formal project plans maintaining an awareness and an updated status of projects that fall within span of responsibility Provide leadership and mentoring opportunities to staff Preferred Qualifications 5+ years of experience administering ITSM platforms Strong knowledge of ITSM concepts and ITIL-aligned practices Strategic mindset with strong problem-solving skills; able to anticipate gaps, dependencies, and risks while ensuring end-to-end process coverage. Proven ability to configure, customize, and optimize ITSM workflows and automation. Strong skills in dashboard/report building and data analysis Ability to manage vendor relationships and stay up to date on platform capabilities Excellent troubleshooting, documentation, and communication skills
    $63k-79k yearly est. Auto-Apply 29d ago
  • Professional Coding Consultant - Remote Eligible

    Eide Bailly 4.4company rating

    Remote or Fargo, ND job

    Work Arrangement: Remote, In-office or Hybrid Typical Day in the Life A typical day as a Professional Coding Consultant might include: * Perform coding compliance reviews primarily for professional services. Expertise in multiple specialties is required, including strength in Evaluation & Management and surgical coding. * Develop coding review summaries outlining detailed findings and recommendations, executive summaries and communicate with different levels within the facility or medical group practice. * Provide education to coders and providers following the coding review, as requested. * Support clients with provider coding and documentation improvement, conduct reviews for billing and other regulatory compliance with third party payers, revenue cycle management as well as reimbursement methodology advisory support. * Research new and existing coding and healthcare regulations and laws to be shared both internally and externally. * Marketing services provided by self and cross sell services offered by others within the Firm. * Attending various healthcare association meetings and conferences as a presenter and marketer as needed. * Write articles related to coding and healthcare issues impacting providers. * Provide internal educational sessions to staff to increase awareness of coding and healthcare issues, as well as creating awareness of service offerings. * Manage client relationships with integrity by monitoring client needs and building value into the professional service. * Evaluate the cost, benefits and risks of alternative solutions to client problems or needs. * Capitalize on personal and professional experiences in order to develop business and practice lines. * Provide training and delegating duties to Associate and Sr. Associate level staff, as applicable. * Managing client billing to ensure they reflect the work performed. * Participate in community organizations and industry functions. Who You Are * You are passionate about helping others and keeping up to date with ever-changing coding and health care regulations. * You hold a Bachelors/Associates degree in Health Information Management or related field. * You hold a credential through AHIMA and/or AAPC such as CCS-P/CPC. * You have 7+ years of experience with professional coding compliance reviews. * You have advanced knowledge of terminology, policies and practices, and billing and coding regulations of health care systems; with specific knowledge in professional coding and compliance practices. * You have the ability to communicate clearly, both verbally and in writing. * You have knowledge of various healthcare software packages and electronic health record systems (i.e. EPIC, Cerner, MEDITECH, etc.). * You have skills in networking and developing business. * You are comfortable working in a fast-paced, deadline-driven environment. * You have experience presenting to and educating providers, coders and other healthcare professionals. * You have professional services firm experience. * You have the ability to establish and maintain effective working relationships with co-workers and clients. * You can work on multiple projects and meet deadlines by setting priorities with work projects. * You are proficient with computers, Microsoft Office (Word and Excel) and using various software packages. * You can travel to client sites and conferences. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation: $105,000-$145,000 Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. #LI-MB1 #LI-REMOTE
    $105k-145k yearly Auto-Apply 14d ago
  • Regional Sales Director - Americas

    Elliott Group 3.7company rating

    Remote job

    Overview & Responsibilities PURPOSE OF THE JOB The principal responsibility of this role is to provide leadership and oversight over each region for all new apparatus products. The role is intended to lead new apparatus by monitoring sales quotas, reporting, developing sales strategies and enforcing processes and procedures. The overall goal is to meet or exceed booking volume and margin targets within the designated region(s). This role will also be responsible for ensuring collaboration efforts across the product lines are taking place effectively. This includes helping to identify growth opportunities and consistent analysis of the market to assist in initiatives required to sustain and grow the business. A general function of this job is to lead the regions in the establishment of sales leads and booking opportunities, to successfully close contracts with customers and to correctly hand over those contracts to Elliott Group project departments for execution. This work must be conducted in a manner that provides customer satisfaction and clean order entry. To continue to build a positive awareness of Elliott Group within the marketplace and to establish and maintain relationships that will support creation of closer working relationships with our customers. BACKGROUND and EXPERIENCE A Bachelor's degree in Engineering from an accredited college or equivalent experience. Varied global experience in sales, marketing, and related activities. Experience in the rotating equipment machinery business is desirable. Minimum of 15 years of "hands-on" prior experience in selling customized turbo-machinery products. A solid track record of leadership, management, communications (oral, written and presentation) and negotiation skills is essential. Must have sound working knowledge of business practices and procedures as related to a company which markets, sells, engineers, manufactures and services custom designed turbomachinery products for the hydrocarbon processing and oil & gas industries. NATURE OF THE JOB Primary function of this job is to ensure that the Corporate goals for bookings and profitability for New Apparatus, within the region are achieved or exceeded. In addition, this job involves close liaison with Global Service, Applications Engineering, and other support groups to provide the highest possible level of Customer Satisfaction, thus creating a favorable platform for future business opportunities. The key challenge of this job is to employ strategies that will allow the company to enjoy a thriving business in a highly competitive climate. This will be achieved by coordinating activities of the regional teams and across product lines in the development of customer relationships and seeking unique value solutions that will be highly appreciated by our customers. With the change from a product based selling organization to a regional-based selling organization, this job will involve creating a new structure to fulfill the needs of Elliott Group. This will include collaboration efforts to ensure we are providing our customers with the best offerings as a company and supporting entry into new markets. This role will be responsible for supervising sales managers/sales engineers, ensuring processes and procedures are being followed, managing priorities within the region, and reporting on a monthly basis (or as required) several metrics for the business. Extensive travel may be required, often outside of normal working hours. SPECIFIC JOB RESPONSIBILITIES/COMPETENCIES Ensure New Apparatus meets or exceeds booking and margin requirements as established by the corporate business plan. Provide vision and leadership for the regional operation. On a regular basis, review the opportunity list with the whole regional team to ensure that we are all following the strategies to meet our goals. Provide the team with sound direction in the area of Risk Management. Maintain high-level contact within key customer accounts to promote the Elliott Group, our products and services to correctly position ourselves on target jobs and to achieve the status of preferred supplier. Help regions provide a booking forecast on a continuous basis via CRM and any other means, as required. Keep continuous contact with the Global Director of Sales - New apparatus to establish and maintain consistency of approach regarding quotation presentation to the market place and all other relevant matters. Provide support to Project Management in the execution of contracts helping to maintain contractual requirements and a high level of customer satisfaction. Take active role in developing Elliott Group approach to Sales Representation, working closely to insure one face to our reps and customers with other business units. Help support the organization and participation in promotional events, such as trade shows, the presentation of technical papers and special customer events, taking the necessary steps to ensure that special Elliott's achievements are fully publicized to the correct targets. Provide reports and status updates to Global Sales Director - New Apparatus. Work on a continuous basis with Global Services to maximize potential for both groups. Provide input to Corporate Strategic Plan as required. Provide input to the Research & Development plan as required. Work with HR and others to correctly manage Elliott's Health and Safety policies, especially when it comes to travel to dangerous locations. Be ready to support special projects and tasks where no specific owner can be identified. Equal Employment Opportunity Ebara Elliott Energy is an equal employment opportunity/affirmative action employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, marital status, genetic information, disability, veteran status, or any other characteristic protected by the federal, state or local laws of the United States. Applicants and employees are protected under U.S. federal law from discrimination. To learn more, click here . To learn more about our Job Applicant Privacy Notice, please click here . No agency submissions please. NOTE: Resumes submitted to any Ebara Elliott Energy employee without a current, signed and valid contract in place with the Ebara Elliott Energy recruiting team will become the property of Ebara Elliott Energy and no search fees will be paid.
    $82k-110k yearly est. Auto-Apply 60d+ ago
  • 2027 Winter Healthcare Reimbursement Senior Care Intern

    Plante & Moran Financial Advisors 4.7company rating

    Plante & Moran Financial Advisors job in Columbus, OH

    Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Your role. No busy work here. As an intern, you'll be treated just like our entry level staff. You'll help instill confidence in organizations large and small by assuring their financial health. We'll give you the flexibility to craft business solutions, not just spreadsheets. Your work will include, but not be limited to: Analyze and compile client financial information into Medicare and Medicaid cost reporting. Interface with clients on reporting of information to optimize their revenues. Develop relationships with clients, demonstrate professionalism and dedication to clients. Research market and industry trends, and report on findings. Meaningful interactions with staff at all levels as well as with our impressive repertoire of clients. The qualifications. Detail-oriented leader with problem solving, communication, and analytical skills. Bachelor's degree with an emphasis in accounting or related; or master's degree in accounting, tax or related. Academic success (a minimum cumulative GPA of 3.0). This is a non-exempt position and may require work hours that exceed the standard 40-hour work week. This position may require some local, national, and occasional international travel. What makes us different? On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's “100 Best Companies to Work For,” and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now. Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day. Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug-free workplace. Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran. The specific statements above are not intended to be all-inclusive. We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time. The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent. Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation. The compensation range for this role in CO, IL, OH, and MA is: $33.00 - $36.00
    $36k-48k yearly est. Auto-Apply 13d ago
  • Application Analyst

    Bakertilly 4.6company rating

    Remote job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Due to the continued growth of our consulting practice, we are currently recruiting for Epic Application Analysts / Consultants to join our Epic Practice with the Digital Solutions Healthcare team. As a part of the Epic Practice, you will find that our global brand and entrepreneurial environment will give you the support you need to apply your industry and technical experience to build your career across a wide range of services to meet our clients' most important needs. As a member of our team, you will also contribute to some of the most important activities in our firm which include operating and growing the business, serving the client, developing the best people, and shaping our culture. Our Epic Practice team members have expertise in one or more Epic applications including: EpicCare Ambulatory, Inpatient, ClinDoc, Inpatient Orders, Orders Transmittal, MyChart, Welcome, Haiku, Canto, Rover, ASAP, Bugsy, OpTime, Anesthesia, Beacon, Phoenix, Willow Inpatient, Willow Ambulatory, Willow Inventory, Beaker, Cupid, Stork, Radiant, Lumens, Wisdom, Bones, Kaleidoscope, Dorothy, Comfort, Research, HB, PB, Claims, SBO, Tapestry, Contracts Reimbursement, Grand Central, Cadence, Prelude, Cogito, Caboodle, Clarity, Reporting Workbench, Healthy Planet, ECSA, ECSM, ODBA, Hyperspace, Hyperdrive, EpicCare Link, Bridges, Pedigree, Compass Rose, Data Courier, Community Connect, Radar, Slicer Dicer. We have been supporting Epic environments at healthcare providers across the US since 2006. What you will do: Be a trusted member of the Epic Practice team with responsibilities including: Demonstrate significant knowledge of Epic implementations, upgrades, and optimizations including: Understand functionality and methodology that support successful Epic projects. Plan, design/build, test, implement and support the needs of Epic EHR. Participates on cross-functional teams as required to ensure integration and alignment of build, process design, and configuration of workflows. Lead / facilitate requirements gathering and workflow analysis. Lead or provide support during testing, training, and implementation of applications. Identify issues with workflows and build, and develop solutions to remediate. Provide support to business operations or clinical end-users. Provide mentorship, training and guidance to IT members at the client site. Serve as subject matter expert in the assigned applications. Provide counsel on best practices to client teams. Maintain current knowledge of any updates and improvements to relevant technology Epic applications and maintain required Epic certifications with NVTs and CEEs. Ability to keep tasks on schedule. Requires knowledge of clinical or business workflows in healthcare provider environment. Requires current Epic certifications for applicable Epic applications. Must have advanced communication skills, including good verbal and written skills. Requires good time management with ability to multi-task and complete projects within established timelines. Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and Epic. Qualifications Bachelor's degree in a related field preferred. Experience in lieu of a degree may be accepted. Five plus years of Epic implementation experience, including design, build and configuration Epic certification required. Must be in good standing with Epic. Proven ability to provide consulting services remotely or onsite at client locations. Related healthcare experience, operational or clinical, highly preferred. Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed MS skills (Word, Excel, Sharepoint) required. Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects. Ability to develop tailored solution to unique problems / issues that arise. Excellent project coordination/management skills. Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving. For California, Colorado, New York and Washington: The compensation range for this role is $37.90 to $80.35. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $37.9-80.4 hourly Auto-Apply 60d+ ago
  • Summer Leadership Program (Great Lakes)

    Eide Bailly 4.4company rating

    Akron, OH job

    Join us May 27-28, 2026 for Summer Leadership Program in Akron, OH. * Application Deadline: February 27, 2026 * Interview Dates: Rolling February 2-27, 2026 About Summer Leadership Program The Summer Leadership Program is an exciting 2-day experience that gives high achieving students like you an inside look at public accounting and the Eide Bailly experience; what it's like to work here, the services we offer, the industries we serve and more! You'll also participate in various activities that will build on your current professional skillset, giving you the competitive edge to jump-start your career in public accounting. Activities include: * Networking with Eide Bailly professionals and other students * Deep dives into Assurance and Tax * Fun, interactive team building events with Eide Bailly Staff and Partners * Community service activity * An inside look at upcoming internship opportunities with Eide Bailly Selection Criteria * Actively pursuing a degree in Accounting and have a strong interest in a career in public accounting * Graduating May 2026 - December 2029 * Academic performance * Interpersonal skills * Extracurricular activities, work experience, or other involvement * Interest in Eide Bailly's culture Must be authorized to work in the United States now or in the future without visa sponsorship. Who We Are Eide Bailly is a Top 25 CPA and business advisory firm with over 50 offices in the U.S. and India. Since 1917, we've built our firm around one thing: people. We believe meaningful work starts with meaningful relationships - with our clients, our communities, and each other. That's why we focus on creating an environment where you feel supported, connected, and empowered to grow. You'll be part of a team that values authenticity, fosters trust, and provides you with the tools to thrive. Why You'll Love Eide Bailly * You'll belong. We foster an inclusive, supportive environment where people look out for each other. You're a valued part of the team from day one. * You'll grow. You'll get hands-on experience with a variety of clients and industries or projects, all while working directly with experienced professionals who want you to succeed. * You'll be supported. Whether it's your Eide Guide, Career Advisor, or a co-worker you meet at lunch, you'll always have someone available to answer questions and help you navigate your career. * You'll have balance. Meaningful work is only one part of a meaningful life. We offer flexibility and benefits designed to support your well-being - inside and outside of work. Please note this is not an application for employment with Eide Bailly. This application is to participate in a two-day voluntary leadership program. #LI-CK1
    $58k-76k yearly est. Auto-Apply 60d ago
  • Tax Manager

    Bakertilly 4.6company rating

    Remote job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Join Baker Tilly as a Tax Manager with our DC office! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You'll enjoy this role if: You are looking for an opportunity to expand your career in small business tax and accounting, becoming an expert to the clients you serve You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges You want to work for a leading CPA advisory firm who serves their clients with their clients' and employees' best interests in mind and are transparent in their decisions You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through programs (ask us about My Time Off, My Development and Dress for Your Day!) You want to contribute to your engagement team's professional growth and enhance your own skills to build a career with opportunities now, for tomorrow What you will do: Be a trusted member of the team providing various tax, accounting and advisory services to small business clients: Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials. Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues Provide recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery Maintain current knowledge of local, state, and federal tax practices and laws Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community Invest in your professional development individually and through participation in firm wide learning and development programs Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications Successful candidates will have: Bachelor's degree in accounting, master's or advanced degree desirable CPA or JD required Five (5)+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm Two (2)+ years of supervisory experience, mentoring and counseling associates Demonstrated management, analytical, organization, interpersonal, project management, communication skills Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects The compensation range for this role is $91,220 to $172,950. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $91.2k-173k yearly Auto-Apply 29d ago
  • Transaction Advisory Manager

    Elliott Davis 3.7company rating

    Remote job

    WHO WE ARE Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices - located in the fastest growing cities in the US - are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm. Elliott Davis Advisory, LLC's Transaction Advisory Services (“TAS”) practice assists clients by providing financial and tax due diligence, primarily focusing on buy-side and sell-side assistance to private equity funds, mezzanine funds, and strategic buyers. We are rapidly growing and would love to have you join our team! Responsibilities Lead engagement teams by performing financial due diligence procedures for buy-side and sell-side engagements for private equity, mezzanine funds, and strategic buyers Perform quality of earnings, debt and debt-like, working capital analysis Develop an understanding of a target's business, recognize and evaluate key performance drivers, operational trends and developments of target companies, in addition to challenging target assumptions Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, net working capital trends, and indebtedness considerations Communicate due diligence findings and critical deal issues confidently in a clear, concise and articulate manner, both verbally and in written reports Create a collaborative team environment, motivate, and develop and mentor/coach team through communication and actions Lead and participate in people development and business development efforts Provide timely, high quality client service that meets or exceeds expectations Identify performance improvement opportunities and recommend creative solutions to complex issues, in addition to identifying critical post-closing issues to be addressed Growth minded, strengthens and develops client relationships, and oversee engagement economics and management of resources Collaborate with other Elliott Davis team members Requirements A minimum of three years of relevant transaction advisory services experience, and at least five years of relevant overall professional experience Bachelor's degree from an accredited college/university Current licensed CPA Big 4, National or large regional firm experience preferred Demonstrated experience leading buy-side and sell-side transaction services engagements in the lower to middle market space Excellent verbal and written communication skills Strong Excel skills and proficient in Microsoft Office Aptitude towards business development Experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or shareholders towards the successful completion of a project Ability to thrive and adapt in a fast-paced, dynamic environment Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting issues Ability to manage multiple responsibilities simultaneously (multi-task) Superior client service focus Ability to travel to client locations as required #LI-HYBRID #LI-EH1 WHY YOU SHOULD JOIN US We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater. That's right - all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: • generous time away and paid firm holidays, including the week between Christmas and New Year's • flexible work schedules • 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible) • first-class health and wellness benefits, including wellness coaching and mental health counseling • one-on-one professional coaching • Leadership and career development programs • access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally NOTICE TO 3RD PARTY RECRUITERS Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals. ADA REQUIREMENTS The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Requirements While performing the duties of this job, the employee is: • Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone • Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus Cognitive/Mental Requirements While performing the duties of this job, the employee is regularly required to: • Use written and oral communication skills. • Read and interpret data, information, and documents. • Observe and interpret situations. • Work under deadlines with frequent interruptions; and • Interact with internal and external customers and others in the course of work.
    $113k-149k yearly est. Auto-Apply 56d ago
  • Investment Consultant

    CBIZ 4.6company rating

    Cleveland, OH job

    #LI-OD1 #LI-Hybrid body { font-family: Arial, sans-serif; line-height: 1.6; padding: 20px; } strong { font-weight: bold; color: black; } ul, ol { margin-left: 20px; } Qualifications Required High School Diploma or GED At least three years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environment Possesses comprehensive knowledge of industry and professional concepts, principles, practices and procedures Possesses comprehensive knowledge of pertinent laws, regulations and professional standards Proficient use of applicable technology Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype) Experience performing work that requires initiative and leadership skills Series 6 license, plus any other licenses as required by law Pursuing at least one of the following: CFA (Chartered Financial Analyst), CPFA (Certified Plan Fiduciary Advisory), CIMA (Certified Investment Management Analyst) or other approved credentials or those required by law Ability to anticipate and elicit customer needs Ability to self-learn and develop business and technical knowledge quickly Motivated team player with demonstrated interpersonal skills Comfortable working with quick turnaround times and deadlines Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization Essential Functions and Primary Duties Provide technical expertise related to investment questions and issues in support of servicing clients Establish strong relationships with vendors, record-keepers, investment managers, and custodians Gather and maintain market intelligence related to products, services, and value propositions Review and modify the Investment Policy based on needs of the Plan Sponsor to ensure compliance and consistency Provide general client service and problem resolution services Prepare agenda items and content for client meetings Assist with the presentation of investment reviews with clients Work with service team on investment review action items/follow ups Perform due diligence and commentaries on investment managers Perform investment assessment and analysis for the entry and removal of preferred fund lists Cover asset class for preferred fund list Assist with and complete strategic projects on a quarterly basis Produce reports using investment software programs such as Morningstar Direct and Envestnet Manage client requests for proposals for plan recordkeepers/vendors Provide individual and global investment advice to plan participants as needed in conjunction with Retirement Plan Education Specialist Additional responsibilities as assigned Preferred Qualifications Bachelor's degree in finance, economics, mathematics or other areas that contain strong analytical course content
    $75k-108k yearly est. Auto-Apply 51d ago
  • Integration Manager

    Bakertilly 4.6company rating

    Remote job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Due to the continued growth of our Consulting practice, we are currently recruiting for a Healthcare IT Integration Manager to join our team. As a part of Baker Tilly Consulting, you will find that our global brand and entrepreneurial environment will give you the support you need to apply your industry and technical experience to build your career across a wide range of services to meet our client's most important needs. As a member of our team, you will also contribute to some of the most important activities in our firm which include operating and growing the business, serving the client, developing the best people, and shaping our culture. Lead functional and solution design aligning business objectives with technology implementation Manage IT transformation projects in the healthcare provider industry which include clinical and business process changes and technology implementation over the entire lifecycle of a project Developing, monitoring and managing the implementation plan, schedule and budget to provide a complete picture of project progress at all times Ensuring daily activities undertaken on the project are in accordance with the approved project plan Ensuring that the project produces the required deliverables on time, and at the necessary level of quality Ensuring that all required resources are assigned to the project and clearly tasked Managing assigned resources according to the defined scope of the project Identify project risks and communicate with appropriately with project stakeholders to avoid and mitigate potential issues Managing project interdependencies Act as the liaison among the executive committee members, stakeholders, and development team Manage third party vendor relationships to resource specific development needs Build project approach and proposals for Healthcare IT Consulting team Assist in the identification and pursuit of a systems integrator product development and Baker Tilly digital solution development opportunities Qualifications Bachelor's degree in computer science, management information systems, or related field. Experience in lieu of a degree may be accepted. Minimum of five (5) years of related experience; previous related industry and consulting experience highly preferred Experience with configuration management, integration, data conversion, SQL scripting, relational database design, report authoring, business rules development, analytical software development Experience managing healthcare IT projects related to EHR systems such as Epic, Cerner, Meditech, and/or Altera. Experience managing integration and interoperability projects in healthcare provider industry. Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects Ability to decompose scope into detailed activities and deliverables, then conduct work package handoff to delivery resources from Baker Tilly, client team, and third party vendors Project experience with full lifecycle application development (e.g. requirements gathering, use case development, system analysis and design, integration, testing, deployment) Excellent project management skills with proven success leading projects, 3rd party vendors and clients Ability to travel as needed and work outside of core business hours for client engagements For California, Colorado, New York and Washington: The compensation range for this role is $37.90 to $80.35. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $37.9-80.4 hourly Auto-Apply 60d+ ago

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Plante & Moran PLLC. may also be known as or be related to Plante & Moran, Plante & Moran PLLC., Plante Moran and Plante Moran, P.C.