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Senior Associate jobs at Raymond - 67 jobs

  • Senior Associate, Client Team Support

    Andersen Tax 4.4company rating

    Charlotte, NC jobs

    Application Notice We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your location choice carefully-we recommend applying where you envision building your future. The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms. But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top. We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success! The Role The Client Team Support Senior Associate (CTSSA) will provide essential administrative, business development, and operational support to the managing directors and practice leadership to a newly formed, growing office. The CTSSA should demonstrate strong communication and interpersonal skills, with the ability to collaborate effectively within a team, thrive in a fast-paced environment, and manage multiple tasks simultaneously. A strong desire to learn and excel is essential. Given the growth-oriented nature of the office, this role also requires a strong entrepreneurial spirit, with the ability to take initiative, adapt quickly, and build processes where needed. The CTSSA must be adept at supporting multiple executives, possess excellent written and verbal communication abilities, and have experience drafting and proofreading documents. This position is designated as fully on-site and requires in-office attendance during standard business hours. Responsibilities: Managing calendars and assisting with coordinating virtual and in-person logistics for client meetings, internal meetings, trainings, and events including room setup, technology setup (Teams/Zoom) and support, and preparation (packaging, binding, printing) of materials. Assisting with the Client Acceptance Process (CAP), preparing engagement letters, maintaining Client Relationship Management (CRM) records, and coordinating annual tax compliance engagement letters. Performing office administrative duties such as answering phone calls, managing office supplies, restocking kitchen snacks, sorting and scanning mail, filing, faxing, photocopying, and organizing the office space. Supporting the electronic processing of tax returns and mailing completed tax return packages to clients. Note: Electronic processing involves submitting tax returns through the tax software rather than mailing them. Tax returns are prepared and sent to CTSSA when ready for electronic submission, and CTSSA is not expected to have knowledge of tax law. Managing and distributing FedEx/UPS shipments and other ad hoc mailings. Running errands outside the office, including trips to the post office for certified mail, Federal Express, etc. Maintaining and securing client files, ensuring accurate updates in CRM and detailed logs in Microsoft Excel to track the status and deadlines of client projects, with proactive follow-up to ensure projects are completed on schedule. The CTSSA will be assigned directly to the Managing Directors (MDs) and provide assistance in the following areas: Calendaring: Managing schedules and appointments. Chrome River (Expense Reports): Handling expense report submissions and management. Travel Support: Coordinating and organizing travel logistics. Business Development Activities: Supporting client follow-ups, scheduling prospect meetings, and other related tasks. The Requirements Bachelor's degree preferred; 5 or more years administrative experience, preferably in a professional services environment; Ability to use independent judgment in completing activities on time; must be detail-oriented and operate independently with minimal supervision; Positive team player with a "can do" attitude that is eager to learn, has pride in their work, and is willing to go above and beyond to get the job done; Excellent written and verbal communication skills; Strong attention to detail in areas of spelling, grammar and phone etiquette; Commitment to delivering exceptional client service by responding promptly, anticipating needs, and maintaining professionalism in all interactions; Ability to work in a deadline-driven environment and handle multiple projects/tasks with strong attention to detail ; Ability to work independently with minimal supervision and exercise good judgment/decision making when necessary and also supervise others, as applicable; Experience utilizing a Customer Relationship Management (CRM) solution MUST have knowledge and working experience with Adobe DC, Microsoft Office (Teams, Word, Excel, Outlook, and PowerPoint), and DocuSign; Full-time, on-site presence is an essential requirement of this role. Compensation and Benefits Our firm offers a competitive base salary and comprehensive benefits package designed to support the well-being, growth, and long-term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally. Benefits: Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm's 401(k) plan upon hire. We offer 160 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit ********************************* Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status). Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities as required by law. ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS
    $69k-94k yearly est. 2d ago
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  • Training & Development Sr. Associate

    Advanced Bio-Logic Solutions Corp 3.9company rating

    Thousand Oaks, CA jobs

    Employment Type: Contingent Worker (Contract, W2) Contract Length: 5 months Compensation: $40/$44 per hour (based on experience) Summary of the Role Join a large biopharma leader as a post-production specialist focused on editing and delivering video, audio, and multimedia projects. This fully remote position is critical for supporting a media team and maintaining efficient post-production workflows. You'll collaborate on a range of media assignments from executive messaging and interviews to podcasts and motion graphics, ensuring high-quality outcomes. Key Responsibilities Edit and finalize video and audio deliverables using Adobe Premiere Pro Collaborate efficiently with media team members to ensure project alignment Manage multiple simultaneous post-production projects and meet tight deadlines Incorporate feedback and revisions promptly from various client teams Color correct, clean up audio, and add motion graphics and lower-thirds as needed Participate in weekly capacity meetings to track project status and changes Demonstrate flexibility across a variety of project types, from simple edits to executive-facing media Recommend tools and workflows as the team's post-production expert Required Experience & Skills Expert-level proficiency in Adobe Premiere Pro Strong experience with multimedia post-production workflows Ability to handle multiple projects simultaneously Clear, concise, and quick communicator Positive, detail-oriented approach to both simple and complex projects Preferred Qualifications Experience with animation, 360-degree video, or graphic design Top 3 Must Have Skills 1. Expert-level Video and Audio Editing in Adobe Premiere 2. Strong communicator (clear, concise, quick) 3. Ability to manage multiple post-production projects concurrently Day-to-Day Responsibilities Edit video content in Adobe Premiere, including color correction and motion graphics Perform audio clean-up and add graphics such as lower-thirds Participate in weekly meetings to align on changing project requests Deliver on-time, high-quality video drafts and final versions Collaborate closely with the media team and provide expert recommendations Basic Qualifications Master degree Bachelor degree and 2 years of experience Associate degree and 6 years of experience High school diploma / GED and 8 years of experience This posting is for Contingent Worker, not an FTE
    $40 hourly 7d ago
  • Senior Audit Associate

    Rea 4.4company rating

    Dublin, OH jobs

    Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First' culture and we focus on our employees' well-being and professional development. With over 400 professionals, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. The Senior Audit Associate is responsible for utilizing his or her educational background as well as communication and organizational skills by assisting with the preparation of financial statements with disclosures, applying basic areas of GAAP as necessary, documenting and research. This position will focus on Assurance. GAAP Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by: Providing support of conclusions with authoritative literature Drafting basic sets of financial statements with disclosures Researching intermediate areas of accounting and forming an initial opinion on the correct treatment independently GAAS Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement by: Developing and applying an intermediate knowledge of auditing theory, a sense of audit skepticism, and the use of Rea audit manuals Applying auditing theory to various client situations Documenting in line with Rea policy, identifying deviations and notifying more senior team members in order to obtain appropriate approvals Applying knowledge to identify instances where testing may be reduced or expanded and notifying more senior team members of the occurrence Contributing ideas/opinions to the engagement teams Control Environment Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by: Identifying and considering all applicable policies, laws, rules, and regulations of the firm, regulators, or other authoritative bodies as part of engagement team Making constructive suggestions to improve client internal controls and accounting procedures Documenting and validating the operating effectiveness of the clients' internal control system Methodology Applies knowledge and application of Rea standards to guide effective and efficient delivery of quality services and products by: Completing all appropriate documentation of Rea work papers Ensuring assigned work is performed in accordance with Rea methodology and requirements Research Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information by: Researching basic and intermediate accounting topics and forming an initial opinion on the treatment independently Knowledge, Skills, & Abilities Strong written and verbal communication skills Ability to follow instructions as directed Ability to work effectively in a team setting Takes appropriate actions without being asked Seeks advice of appropriate superiors regarding issues related to compliance Basic understanding and experience planning and coordinating the stages to perform an audit of a private company Ability and willingness to travel, as needed Knowledge of internal accounting controls and professional standards and regulations (GAAP, GAAS) Ability to successfully multi-task while working independently and within a group environment Capable of working in a demanding, deadline driven environment with a focus on details and accuracy Requirements Bachelors degree in Accounting or other relevant field required Masters in Accountancy or other relevant field preferred Two (2) or more years of relevant experience required Basic supervisory experience preferred Experience acting as in-charge on review or audit engagements CPA preferred Ability to travel as needed Benefits Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals. Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Holidays) Four (4) weeks PTO Twelve (12) paid holidays, of which three (3) are floating holidays Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Wellness Resources Rea does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea's Talent team. Pre-approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.
    $58k-77k yearly est. Auto-Apply 7d ago
  • Senior Audit Associate

    Rea 4.4company rating

    Dublin, OH jobs

    Job Description Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First' culture and we focus on our employees' well-being and professional development. With over 400 professionals, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. The Senior Audit Associate is responsible for utilizing his or her educational background as well as communication and organizational skills by assisting with the preparation of financial statements with disclosures, applying basic areas of GAAP as necessary, documenting and research. This position will focus on Assurance. GAAP Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by: Providing support of conclusions with authoritative literature Drafting basic sets of financial statements with disclosures Researching intermediate areas of accounting and forming an initial opinion on the correct treatment independently GAAS Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement by: Developing and applying an intermediate knowledge of auditing theory, a sense of audit skepticism, and the use of Rea audit manuals Applying auditing theory to various client situations Documenting in line with Rea policy, identifying deviations and notifying more senior team members in order to obtain appropriate approvals Applying knowledge to identify instances where testing may be reduced or expanded and notifying more senior team members of the occurrence Contributing ideas/opinions to the engagement teams Control Environment Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by: Identifying and considering all applicable policies, laws, rules, and regulations of the firm, regulators, or other authoritative bodies as part of engagement team Making constructive suggestions to improve client internal controls and accounting procedures Documenting and validating the operating effectiveness of the clients' internal control system Methodology Applies knowledge and application of Rea standards to guide effective and efficient delivery of quality services and products by: Completing all appropriate documentation of Rea work papers Ensuring assigned work is performed in accordance with Rea methodology and requirements Research Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information by: Researching basic and intermediate accounting topics and forming an initial opinion on the treatment independently Knowledge, Skills, & Abilities Strong written and verbal communication skills Ability to follow instructions as directed Ability to work effectively in a team setting Takes appropriate actions without being asked Seeks advice of appropriate superiors regarding issues related to compliance Basic understanding and experience planning and coordinating the stages to perform an audit of a private company Ability and willingness to travel, as needed Knowledge of internal accounting controls and professional standards and regulations (GAAP, GAAS) Ability to successfully multi-task while working independently and within a group environment Capable of working in a demanding, deadline driven environment with a focus on details and accuracy Requirements Bachelors degree in Accounting or other relevant field required Masters in Accountancy or other relevant field preferred Two (2) or more years of relevant experience required Basic supervisory experience preferred Experience acting as in-charge on review or audit engagements CPA preferred Ability to travel as needed Benefits Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals. Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Holidays) Four (4) weeks PTO Twelve (12) paid holidays, of which three (3) are floating holidays Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Wellness Resources Rea does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea's Talent team. Pre-approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.
    $58k-77k yearly est. 8d ago
  • Senior Associate - Private Client Services

    Andersen Tax 4.4company rating

    San Diego, CA jobs

    Application Notice We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your location choice carefully-we recommend applying where you envision building your future. The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms. But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top. We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success! The Role Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Senior Associates can expect to: * Review complex tax returns; * Engage in the tax planning and consulting process; * Collaborate with engagement team to identify and research complex client issues and recommend solutions; * Draft technical tax memoranda; * Provide regular updates to clients; * Assist in project management of compliance and consulting engagements; * Supervise, train and mentor Associates and Interns; and * Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc. The Requirements * 2+ years of relevant tax experience; * Bachelor's and/or relevant advanced degree (MAcc, MST, JD); * Accounting, Finance, Economics or related (Preferred). * Minimum GPA: 3.0. * Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD); * Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and * Proficient use of technology. Compensation and Benefits Our firm offers a competitive base salary and comprehensive benefits package designed to support the well-being, growth, and long-term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally. Salary Range: For individuals hired to work in Orange County, the expected base salary range for this role is $100,00 to $130,000. Actual compensation will be determined based on the candidate's qualifications, experience, and skill set. Benefits: Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm's 401(k) plan upon hire. We offer 160 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit ********************************* Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status). Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities as required by law. ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS
    $130k yearly 21d ago
  • Sr Terminal Associate

    Heidelberg Materials Us, Inc. 4.5company rating

    Palmer Town, MA jobs

    **About Us** Heidelberg Materials is one of the world's largest suppliers of building materials. Heidelberg Materials North America operates over 450 locations across the U.S. and Canada with approximately 9,000 employees. **What You'll Be Doing** + Safely and efficiently load and unload bulk materials for transport + Operate and maintain terminal equipment to ensure optimal performance + Monitor inventory levels and assist with material handling processes + Perform routine inspections and report maintenance needs promptly + Collaborate with team members to meet operational goals and customer requirements **What Are We Looking For** + Strong commitment to safety and adherence to operational procedures + Ability to operate and troubleshoot terminal equipment effectively + Excellent communication and teamwork skills + Capability to manage multiple tasks in a fast-paced environment + Attention to detail and accuracy in handling materials and documentation **Work Environment** This role involves working in an industrial terminal setting with exposure to outdoor weather conditions, heavy equipment, and varying noise levels. Personal protective equipment (PPE) is provided and required. **What We Offer** + Competitive base salary $51,580 to $60,610 ($24.80 to $29.14) + 401(k) retirement savings plan with an automatic company contribution as well as matching contributions + Highly competitive benefits programs, including: + Medical, Dental, and Vision along with Prescription Drug Benefits + Health Savings Account (HSA), Health Reimbursement Account (HRA), and Flexible Spending Account (FSA) + AD\&D, Short- and Long-Term Disability Coverage as well as Basic Life Insurance + Paid Bonding Leave, 15 days of Paid Vacation, 40 hours of Paid Sick Leave, and 10 Paid Holidays Equal Opportunity Employer - Minority / Female / Veteran / Disabled **Req ID** JR10012205 As part of our hiring process, we may use AI-assisted tools to support the screening and evaluation of candidate applications and interviews. These tools help streamline the initial assessment, but all decisions about candidate advancement are made by human recruiters and hiring managers. While technology supports early steps, every interview will be handled by experienced recruiters and hiring managers to provide a personal touch.
    $51.6k-60.6k yearly 15d ago
  • Talent Acquisition - Senior Associate, Early Career

    Andersen Tax 4.4company rating

    Costa Mesa, CA jobs

    Application Notice We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your location choice carefully-we recommend applying where you envision building your future. The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms. But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top. We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success! The Role The Orange County office is seeking a Talent Acquisition - Senior Associate, Early Career to serve as the primary campus recruiting contact for the region and play a critical role in sustaining our Early Careers hiring efforts. This position manages the end-to-end recruiting process for interns and full-time campus hires, including strategic events, interviews, pipeline and brand-building initiatives, and program coordination. In addition, this role provides vital coordination and logistical support for Experienced Hire recruiting in Orange County, ensuring continuity in hiring efforts and delivering a consistent, high-quality candidate experience. Primary responsibilities include: * Manage the full campus recruiting cycle, including reviewing resumes, conducting initial screens, coordinating interviews, managing offers and maintaining candidate communication. * Organize and deliver career fairs, campus presentations, internship activities, and "sell" events to strengthen Andersen's brand. * Build and maintain partnerships with target schools, student organizations, faculty, and Career Services. * Lead recruitment efforts across Southern California, from San Diego through Santa Barbara. * Collaborate with the Los Angeles office to align strategies, share resources, and create unified approaches to Early Careers recruiting. * Maintain accurate data in iCIMS, monitor job postings, and prepare reports to evaluate recruiting effectiveness. * Develop creative sourcing strategies, advertising methods, and employer branding initiatives to attract top early career talent. * Partner with local HR and Talent Acquisition teams to coordinate Experienced Hire logistics and ensure a seamless candidate experience. The Requirements * Bachelor's degree in Business, Marketing, Human Resources, or a related field (minimum GPA of 3.0 preferred). * 3 years of relevant work experience, with a focus on talent acquisition, early career recruiting, or campus recruitment. * Professional services firm experience a plus. * Demonstrated proficiency in resume screening, candidate sourcing, interview coordination, and event/project management. * Strong understanding of job advertising strategies, employer branding techniques, and campus recruiting best practices. * Experience with applicant tracking systems (e.g.iCIMS) * Proven organizational abilities, meticulous attention to detail, and flexibility to adapt to changing priorities in a fast-paced environment. * Strong problem-solving skills and the initiative to seek out opportunities independently. * Excellent communication and interpersonal skills, including verbal (logical and organized), written, and listening. Compensation and Benefits Our firm offers a competitive base salary and comprehensive benefits package designed to support the well-being, growth, and long-term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally. Salary Range: For individuals hired to work in Los Angeles, California the expected salary range for this role is $86,800 - $116,100. Actual compensation will be determined based on the candidate's qualifications, experience, and skill set. Benefits: Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm's 401(k) plan upon hire. We offer 160 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit ********************************* Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status). Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities as required by law. ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS
    $86.8k-116.1k yearly 11d ago
  • Senior Associate - Private Client Services

    Andersen Tax 4.4company rating

    Costa Mesa, CA jobs

    Application Notice We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your location choice carefully-we recommend applying where you envision building your future. The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms. But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top. We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success! The Role Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Senior Associates can expect to: * Review and prepare complex tax returns; * Engage in the tax planning and consulting process; * Collaborate with engagement team to identify and research complex client issues and recommend solutions; * Draft technical tax memoranda; * Provide regular updates to clients; * Assist in project management of compliance and consulting engagements; * Supervise, train and mentor Associates and Interns; and * Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc. The Requirements * 2+ years of relevant tax experience; * Bachelor's and/or relevant advanced degree (MAcc, MST, JD); * Accounting, Finance, Economics or related (Preferred). * Minimum GPA: 3.0. * Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD); * Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and * Proficient use of technology. Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status). Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities as required by law. ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS
    $79k-108k yearly est. 7d ago
  • Supply Chain Sr. Associate

    Advanced Bio-Logic Solutions Corp 3.9company rating

    Thousand Oaks, CA jobs

    Employment Type: Contingent Worker (Contract, W2) Contract Length: 12 months (possible extension) Compensation: $35/$40 per hour (based on experience) Summary of the Role The Supply Chain Senior Associate supports the Global Distribution organization by leading financial planning, budgeting, and productivity-tracking processes for all distribution hubs. This role is highly cross-functional, requiring advanced Excel skills and the ability to consolidate and communicate complex financial data to leadership. You will engage closely with global stakeholders and play a vital part in monthly forecast, variance reviews, and productivity initiative tracking. Key Responsibilities Coordinate with global distribution hubs to collect budget and forecast inputs Consolidate regional financial data into a global view for leadership Build scenarios and perform data modeling and variance analysis Review and analyze monthly financial actuals and identify budget variances Communicate findings to stakeholders and follow up on corrective actions Monitor and track ongoing productivity and cost-savings initiatives Validate savings assumptions and prepare leadership summaries Serve as liaison among hubs, Finance, and Global Distribution leadership Develop and deliver clear PowerPoint presentations of financial insights Participate in project discussions regarding timelines and financial impacts Required Experience & Skills Bachelor's degree in Business, Finance, Supply Chain, Operations, or similar field 4+ years' experience in financial planning, analysis, budgeting, supply chain analytics, or similar analytical roles Advanced proficiency in Excel, including pivot tables, formulas, and data modeling Proficiency in Smartsheet and PowerPoint Experience consolidating data from multiple stakeholders and presenting insights to management Ability to work independently, meet deadlines, and handle multiple budget cycles Preferred Qualifications Experience with SAP (Finance modules) Experience in budget cycles within supply chain or operations environments Familiarity with project management concepts (project life cycle, milestones, change control, etc.) Top 3 Must Have Skills 1. Experience in budget and financial analysis and reporting 2. Ability to analyze data and present results professionally to management 3. Basic knowledge of project management methodologies and tools Day-to-Day Responsibilities Provide financial planning and analysis services and strategic project status updates to the Global Distribution leadership team. Manage monthly forecasting, variance and trend analysis, and financial reporting. Support the monthly close, latest estimate, annual budget, and long-range planning processes. Track strategic project milestones and communicate their impacts on scope, budget, risk, and resources to leadership. Basic Qualifications High school/GED + 2 years work experience Associates and 6 months work experience Bachelors This posting is for Contingent Worker, not an FTE
    $35 hourly 60d+ ago
  • MCS Supply Chain Sr. Associate

    Advanced Bio-Logic Solutions Corp 3.9company rating

    Thousand Oaks, CA jobs

    Employment Type: Contingent Worker (Contract, W2) Contract Length: 12 months (possible extension) Compensation: $35/$40 per hour (based on experience) Summary of the Role Join a dynamic supply chain team at a big biopharma leader as a Global Study Planner. In this hybrid role, you will support all aspects of demand and supply planning for clinical and pre-clinical studies from initiation through study closure. You'll ensure drug product supplies reach global sites, maintain inventory, minimize waste, and facilitate clear communication with stakeholders throughout the process. The role requires occasional onsite sessions with a virtual majority of the schedule. Key Responsibilities Manage worldwide demand and supply forecasts for assigned clinical studies Translate Clinical Development product requirements into actionable global supply plans and update relevant planning systems Gather demand requirements; drive production planning for Pre-Clinical and Clinical supplies Leverage tools and systems such as forecasting software, SAP, hospital inventory/dosing systems, smart sheets, and dashboards to manage studies Lead and participate in forecast meetings with key partners, ensuring effective supply/re-supply strategies Develop and present project plans and timelines Serve as the key liaison with Clinical Development, Quality, and Regulatory Affairs Maintain and optimize inventory levels at depots and clinics to ensure uninterrupted supply Initiate production and stock transfers for timely labeling, packaging, and shipment Monitor metrics like Safety, Quality, Delivery, and Inventory to optimize supply and minimize risk Identify and escalate supply chain risks to stakeholders Support compliance with GxP/SOPs and prepare for audits Required Experience & Skills Experience with ERP systems, preferably SAP Demonstrated demand forecast and supply chain planning experience (pharmaceutical environment preferred) Experience in a regulated environment: pharmaceutical, GMP, GxP, GDP, ICH guidelines, or Clinical Trial Directive expertise Strong communication, verbal and written, presentation, and analytical skills Effective influencing and leadership abilities Proficiency with Excel Ability to operate effectively in a team-based environment Preferred Qualifications SCPM and Smart Sheet experience Top 3 Must Have Skills 1. Advanced Excel proficiency 2. Experience with SAP or similar ERP systems 3. Proven demand forecast and supply chain planning experience Day-to-Day Responsibilities Independently manage demand and supply for both Pre-Clinical and Clinical studies; Gather demand requirements, drive production, and track usage/inventory of investigational products; Create and evaluate planning scenarios based on variable inputs; Ensure global depot and clinic inventories meet demand while managing scrap risk; Basic Qualifications High school/GED + 2 years work experience Associate's and 6 months work experience Bachelor's This posting is for Contingent Worker, not an FTE
    $35 hourly 60d+ ago
  • Supply Chain Sr. Associate

    Advanced Bio-Logic Solutions Corp 3.9company rating

    Thousand Oaks, CA jobs

    - Thousand Oaks, CA Employment Type: Contingent Worker (Contract, W2) Contract Length: 12 months (possible extension) Compensation: $34/$39 per hour (based on experience) Summary of the Role Support and execute GDP/GMP-compliant distribution processes for a major biopharma leader's GD Americas Hub. Ensure timely, compliant inbound and outbound shipments, drive process improvement, and provide analytical support. Serve as a key resource for cross-functional projects, SOP management, training, and compliance activities. Key Responsibilities Execute GDP/GMP and business processes with minimal supervision Manage outbound and inbound distribution schedules, prioritizing tasks as needed Oversee creation of shipping documents, booking of couriers, and management of shipping supplies Track and manage the distribution budget Develop and maintain key performance indicators (KPIs) and area management metrics Create and update training materials and standard operating procedures Provide onboarding and process training to new staff Lead or facilitate cross-functional team meetings to implement optimized business solutions Support handling of Deviations/CAPAs, root cause assessments, and change control records Maintain effective communication with internal and external customers Required Experience & Skills SAP proficiency with hands-on experience in distribution, logistics, or supply chain transactions SOP execution and documentation experience in a regulated environment Strong communication skills and the ability to collaborate cross-functionally Fluency in English, oral and written Proficiency in Microsoft Office Suite Preferred Qualifications Ability to learn new tasks and functions quickly Continuous improvement mindset Analytical reasoning and creative problem-solving skills Effective communication and command skills Excellent project management capabilities Negotiation and facilitation skills Demonstrated ability to manage multiple priorities in a fast-paced environment Understanding of regulatory guidelines impacting supply (e.g., GxP, SOX) High attention to detail Familiarity with clinical study conduct Experience in team or matrixed environments Advanced skills in SAP, Microsoft Office Suite, and data visualization tools (Tableau, Power BI, Spotfire) CMIS PMP or CPIM certification Top 3 Must Have Skills 1. SAP proficiency with hands-on experience in executing distribution, logistics, or supply chain transactions 2. SOP execution and documentation experience in a regulated environment 3. Strong communication skills for cross-functional collaboration and relationship management Day-to-Day Responsibilities Execute GDP/GMP-compliant processes supporting daily operations of the GD Americas Hub Manage inbound and outbound shipment schedules with proper prioritization Prepare shipping documentation, book couriers, and execute distribution transactions in SAP Basic Qualifications Master's degree Bachelor's degree and 2 years of Life Science or Business experience preferably in the biotechnology or pharmaceutical industry Associate's degree and 6 years of Life Science or Business experience preferably in the biotechnology or pharmaceutical industry High school diploma/GED and 8 years of Life Science or Business experience preferably in the biotechnology or pharmaceutical industry This posting is for Contingent Worker, not an FTE
    $34 hourly 47d ago
  • Sr Associate, Service Ops Support

    Otis 4.2company rating

    Atlanta, GA jobs

    Country: United States of America Moving people. Shaping the future. At Otis, we take pride in leading the industry we founded, and there's never been a better time to join our team. We are the leader in elevators, escalators, and moving walkways. We're seeking a Sr Associate, Service Operations Support who is ready to help us deliver on our commitments today, plan our strategy for the future and leave their fingerprints on the organization for years to come. Otis Elevator Company is searching for a highly motivated Service Ops Support team member to oversee coordination of activities for the Service business. The Service Ops Support team member will ensure efficiency, cost containment, and customer satisfaction. What you'll do: Manage field focused tasks supporting field ops managers, supervisors, mechanics allowing them to spend time in the field. Support Operating Territory billable and non-billable repair documentation and scheduling based on contractual requirements. Support the team in tracking safety protocols including monthly minutes, accident filing, and coordinating follow up on safety testing requirements Ensure that material and labor cost align with monthly targets Manage customer billing to include tracking sales/margin and assist in inventory review and cleanup Report on performance to estimate on elevator repairs and distribute to appropriate parties as needed Enter and open purchase orders, track error status and accrual clean up, and resolve vendor issues Perform iPhone Application system data management Organize warehouse audits, inventory, and shipping What You Will Need to be Successful: High school diploma or equivalent required; bachelor's degree preferred Ability to work in a highly team-oriented and dynamic environment Candidate must demonstrate strong written and verbal communication skills to effectively develop expectations and relationships with internal and external customers Need to be self-motivated and able to manage many simultaneous projects and responsibilities Successful candidate should be very comfortable in a technical environment utilizing Microsoft based computer software. Strong leadership skills and goal-orientated with strong time management and organizational skills If you live in a city, chances are we will give you a lift or play a role in keeping you moving every day. Otis is the world's leading elevator and escalator manufacturing, installation, and service company. We move 2.4 billion people every day and maintain approximately 2.4 million customer units worldwide, the industry's largest Service portfolio. You may recognize our products in some of the world's most famous landmarks including the Eiffel Tower, Empire State Building, Burj Khalifa and the Petronas Twin Towers! We are 72,000 people strong, including engineers, digital technology experts, sales, and functional specialists, as well as factory and field technicians, all committed to meeting the diverse needs of our customers and passengers in more than 200 countries and territories worldwide. We are proud to be a diverse, global team with a proven legacy of innovation that continues to be the bedrock of a fast-moving, high-performance company. When you join Otis, you become part of an innovative global industry leader with a resilient business model. You'll belong to a diverse, trusted, and caring community where your contributions, and the skills and capabilities you'll gain working alongside the best and brightest, keep us connected and on the cutting edge. We provide opportunities, training, and resources, that build leadership and capabilities in Sales, Field, Engineering and Major Projects and our Employee Scholar Program is a notable point of pride, through which Otis sponsors colleagues to pursue degrees or certification programs. Today, our focus more than ever is on people. As a global, people-powered company, we put people - passengers, customers, and colleagues - at the center of everything we do. We are guided by our values that we call our Three Absolutes - prioritizing Safety, Ethics, Quality in all that we do. If you would like to learn more about environmental, social and governance (ESG) at Otis click here. Become a part of the Otis team and help us #Buildwhatsnext! Otis is An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age, or any other protected class according to applicable law. To request an accommodation in completing an employment application due to a special need or a disability, please contact us at ****************. Privacy Policy and Terms: Click on this link to read the Policy and Terms
    $69k-105k yearly est. Auto-Apply 10d ago
  • Applied AI ML Senior Associate

    Chase 4.4company rating

    Wilmington, NC jobs

    At JPMorgan, we are not looking for job seekers. We seek change makers who want to make an impact. As an AI ML Sr. Associate within our dynamic team, you will be responsible for promoting long-term profitable growth by leveraging your strong business acumen. You will also collaborate effectively within a team environment and communicate results to senior management in a clear and concise manner. you will drive long term profitable growth with strong business acumen, collaborate in a team environment, and effectively communicate results to senior management Job Responsibilities - Design and develop machine learning models to drive impactful decisions for the card business throughout the customer lifecycle (e.g., acquisition, account management, transaction authorization, collection). Research, develop, document, implement, maintain, and support tools and frameworks for AI/ML model explainability and fairness. Utilize cutting-edge machine learning approaches and construct sophisticated machine learning models including deep learning architectures on big data platforms. Work closely with the senior management team to develop ambitious, innovative modeling solutions and deliver them into production. Collaborate with various partners in marketing, risk, technology, model governance, research etc. throughout the entire modeling lifecycle (development, review, deployment, and use of the models) Required qualification, capabilities and skills- Ph.D. or Master's degree from an accredited university in a quantitative field such as Computer Science, Mathematics, Statistics, Econometrics, or Engineering Demonstrated experience in designing, building, and deploying production quality machine learning models. Deep understanding of advanced machine learning algorithms (e.g., regressions, XGBoost, Deep Neural Network - CNN and RNN, Clustering, Recommendation) as well as design and tuning. Experience in interpreting machine learning models such as XGBoost, GBM, etc. At least one year of experience and proficiency in coding (e.g., Python, Tensorflow, Spark, or Scala) and big data technologies (e.g., Hadoop, Teradata, AWS cloud, Hive) . Experience in credit card industry with strong business acumen. Strong ownership and execution; proven experience in implementing models in production Preferred qualification, capabilities and skills- Demonstrated expertise in data wrangling and model building on a distributed Spark computation environment (with stability, scalability and efficiency). GPU experience is desired. Experience in interpreting deep learning models is a plus.
    $66k-90k yearly est. Auto-Apply 60d+ ago
  • Senior Appliance Installation Associate

    Ferguson 4.1company rating

    Anaheim, CA jobs

    Job Posting: Since 1953, Ferguson has been a source of quality supplies for a variety of industries. Together We Build Better infrastructure, better homes and better businesses. We exist to make our customers' complex projects simple, successful, and sustainable. We proactively solve problems, adapt and grow to continuously serve our customers, communities and each other. Ferguson, a Fortune 500 company, is proud to provide best-in-class products, service and capabilities across the following industries: Commercial/Mechanical, Facilities Supply, Fire and Fabrication, HVAC, Industrial, Residential Trade, Residential Building and Remodel, Waterworks and Residential Digital Commerce. Ferguson has approximately 36,000 associates across 1,700 locations. Ferguson is a community of proud associates who operate with the shared purpose of building something meaningful. You will build a career that you are proud of, at a company you can believe in. Our Installation Associates deliver, install, and remove a wide variety of appliances in commercial and residential settings. We are a family friendly company offering a great work/life balance, excellent benefits, full company-paid training, and a variety of career paths. Schedule: Monday- Friday 5:00am-1:30pm The PERKS of working for Ferguson: * Competitive compensation * Incentive bonus potential * Safe Driver incentive * Benefits (Medical, Dental, Vision, Disability, Life Insurance, Wellness Programs, etc.) * 401(K) Retirement Savings Plan with company match * Paid time off (vacation, sick, personal, holiday, and parental leave) * Employee Assistance Programs * Associate discounts * Community involvement opportunities * Opportunities for growth and advancement both professionally and financially This role specializes in residential appliances and, more specifically, professional style, built in appliances. This includes but is not limited to 36"-60" ranges, built-in refrigeration, wall ovens, dishwashers, and even coffee machines or wine dispensers. Our associates are detail oriented and view customer service with equal importance as technical proficiency. You will ensure the quality and completion of installations are achieved. You will also be acting as a resource to sales associates during the quotation process and after the sale. If you have strong leadership skills, are a creative problem-solver and are familiar with home appliance products or installation, this is an excellent opportunity to grow with an industry leading organization! Responsibilities: * Provide support to the other installation teams * Observe installations and provide feedback as part of the installers ongoing training * Help resolve claims and customer issues * Maintain parts storage areas in the warehouses, including organization, and placing replenishment orders. * Maintain accountability for the cleanliness and organization of the company trucks. * Act as a liaison between the shipping and picking leadership in the warehouse and communicate long term needs to Area Installation Manager * Perform pre-installation and post-installation inspections of jobs and effectively engage with builders to create a strong rapport and to promote strong customer retention * Partner with Area Installation Manager to implement constructive ideas for improvement of the program * Use 3rd party software applications to enter data, pull reports, and build Project Master sheets when needed * May be responsible for providing driver duties and responsibilities. Qualifications: * 5+ years of experience with Appliance Delivery & Installation Service is preferred. * Valid state issued license is required * Must be at least 21 years of age * Possession of a DOT Medical Card or the ability to obtain a DOT Medical Card * With the assistance of lifting equipment such as stair climber, oven lifts, and/or air sled, the ability to lift 70+ pound objects frequently and 90+ pound objects occasionally. * Proven leadership experience preferred...you will be a go to resource for fellow installers, sales associates, and customers * Excellent customer service and communication skills * Document detailed job notes in a clear and concise way * Ability to read and understand product specifications and project plans is highly preferred * Outstanding attention to detail and ability to coordinate and prioritize work * Organization, time management, and problem solving skills * Self-starter, critical thinker, and self-sufficient * Knowledge of Microsoft Office software (Outlook, Word, Excel, PowerPoint, Teams, etc.) * Pre-employment drug and background screening required* At Ferguson, we care for each other. We value our well-being just as much as our hard work. We are committed to a holistic approach towards benefits plans and programs that support the mental, physical and financial well-being of our associates. Our competitive offering not only includes benefits like health, dental, vision, paid time off, life insurance and a 401(k) with a company match, but our associates also enjoy additional meaningful and inclusive enhancements that are adaptable to their diverse situations and needs, including mental health coverage, gender affirming and family building benefits, paid parental leave, associate discounts, community involvement opportunities and more! * Pay Range: * $24.59 - $39.29 * Estimated Ranges displayed are Monthly for Salaried roles OR Hourly for all other roles. * This role is Bonus or Incentive Plan eligible. * Ferguson complies with all wage regulations. The starting wage may be higher in certain locations based on local or state wage requirements. * The Company is an equal opportunity employer as well as a government contractor that shall abide by the requirements of 41 CFR 60-300.5(a), which prohibits discrimination against qualified protected Veterans and the requirements of 41 CFR 60-741.5(A), which prohibits discrimination against qualified individuals on the basis of disability. Ferguson Enterprises, LLC. is an equal employment employer F/M/Disability/Vet/Sexual Orientation/Gender Identity. Equal Employment Opportunity and Reasonable Accommodation Information
    $24.6-39.3 hourly Auto-Apply 30d ago
  • Senior Trust Associate - Senior Fiduciary Coordinator

    W.F. Young 3.5company rating

    Walnut Creek, CA jobs

    About this role: Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the WIM Diverse Segments group, including WIM referral activity. In this role, you will: Support a team of fiduciary professionals to administer a book of fiduciary relationships, including implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law. Develop and maintain a proficient understanding of basic fiduciary concepts and principles, including trust accounting and elements of a trust. Execute on client requests, including money movement, investment implementation and ongoing account management. Develop and maintain an in-depth knowledge in the use of Wells Fargo Trust systems. Articulate Wells Fargo Trust's processes to internal partners. Develop and maintain an in-depth understanding of policies and procedures including, but not limited to, payments, account openings and closings, and asset transfers. Demonstrate a high level of organizational skills, including time and priority management. Deliver high-quality work-product within stated deadlines. Identify fiduciary risk and suggest possible solutions. Seek involvement with infrastructure-related projects to improve Wells Fargo Trust's business operations, client service, and risk management. Independently communicate with internal partners regarding client accounts. Required Qualifications: 4+ years of administrative or sales support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: Knowledge and understanding of estate, trust, or fiduciary administration Family office trust administration experience preferred Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management. Demonstrate a high level of organizational skills, including time and priority management. Collaborate effectively with relationship team members, client's advisors and other colleagues. Solutions-oriented and able to operate within a diverse, fast-paced environment. Strong communication skills. Intermediate Microsoft Office (Word, Excel, and Outlook) skills Experience in a client facing environment (ultra high net worth) Customer service experience Administrative support experience Exposure to Wells Fargo Trust operations applications and systems such as: SEI Trust 3000 and TRMS (Trust Money Movement Systems), Client Link Job Location: 2001 N Main St, Walnut Creek, CA Salary Range: Walnut Creek, CA Pay range $30.77-$45.67 Hourly Job Expectations: This position offers a hybrid work schedule This position is not eligible for Visa sponsorship Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $30.77 - $45.67 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 30 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $30.8-45.7 hourly Auto-Apply 14d ago
  • Senior Audit Associate

    Rea 4.4company rating

    Wooster, OH jobs

    Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First' culture and we focus on our employees' well-being and professional development. With over 400 professionals, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. The Senior Audit Associate is responsible for utilizing his or her educational background as well as communication and organizational skills by assisting with the preparation of financial statements with disclosures, applying basic areas of GAAP as necessary, documenting and research. This position will focus on Assurance. GAAP Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by: Providing support of conclusions with authoritative literature Drafting basic sets of financial statements with disclosures Researching intermediate areas of accounting and forming an initial opinion on the correct treatment independently GAAS Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement by: Developing and applying an intermediate knowledge of auditing theory, a sense of audit skepticism, and the use of Rea audit manuals Applying auditing theory to various client situations Documenting in line with Rea policy, identifying deviations and notifying more senior team members in order to obtain appropriate approvals Applying knowledge to identify instances where testing may be reduced or expanded and notifying more senior team members of the occurrence Contributing ideas/opinions to the engagement teams Control Environment Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by: Identifying and considering all applicable policies, laws, rules, and regulations of the firm, regulators, or other authoritative bodies as part of engagement team Making constructive suggestions to improve client internal controls and accounting procedures Documenting and validating the operating effectiveness of the clients' internal control system Methodology Applies knowledge and application of Rea standards to guide effective and efficient delivery of quality services and products by: Completing all appropriate documentation of Rea work papers Ensuring assigned work is performed in accordance with Rea methodology and requirements Research Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information by: Researching basic and intermediate accounting topics and forming an initial opinion on the treatment independently Knowledge, Skills, & Abilities Strong written and verbal communication skills Ability to follow instructions as directed Ability to work effectively in a team setting Takes appropriate actions without being asked Seeks advice of appropriate superiors regarding issues related to compliance Basic understanding and experience planning and coordinating the stages to perform an audit of a private company Ability and willingness to travel, as needed Knowledge of internal accounting controls and professional standards and regulations (GAAP, GAAS) Ability to successfully multi-task while working independently and within a group environment Capable of working in a demanding, deadline driven environment with a focus on details and accuracy Requirements Bachelors degree in Accounting or other relevant field required Masters in Accountancy or other relevant field preferred Two (2) or more years of relevant experience required Basic supervisory experience preferred Experience acting as in-charge on review or audit engagements CPA preferred Ability to travel as needed Benefits Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals. Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Holidays) Four (4) weeks PTO Twelve (12) paid holidays, of which three (3) are floating holidays Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Wellness Resources Rea does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea's Talent team. Pre-approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.
    $57k-77k yearly est. Auto-Apply 21d ago
  • Senior Audit Associate

    Rea 4.4company rating

    Wooster, OH jobs

    Job Description Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First' culture and we focus on our employees' well-being and professional development. With over 400 professionals, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. The Senior Audit Associate is responsible for utilizing his or her educational background as well as communication and organizational skills by assisting with the preparation of financial statements with disclosures, applying basic areas of GAAP as necessary, documenting and research. This position will focus on Assurance. GAAP Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by: Providing support of conclusions with authoritative literature Drafting basic sets of financial statements with disclosures Researching intermediate areas of accounting and forming an initial opinion on the correct treatment independently GAAS Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement by: Developing and applying an intermediate knowledge of auditing theory, a sense of audit skepticism, and the use of Rea audit manuals Applying auditing theory to various client situations Documenting in line with Rea policy, identifying deviations and notifying more senior team members in order to obtain appropriate approvals Applying knowledge to identify instances where testing may be reduced or expanded and notifying more senior team members of the occurrence Contributing ideas/opinions to the engagement teams Control Environment Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by: Identifying and considering all applicable policies, laws, rules, and regulations of the firm, regulators, or other authoritative bodies as part of engagement team Making constructive suggestions to improve client internal controls and accounting procedures Documenting and validating the operating effectiveness of the clients' internal control system Methodology Applies knowledge and application of Rea standards to guide effective and efficient delivery of quality services and products by: Completing all appropriate documentation of Rea work papers Ensuring assigned work is performed in accordance with Rea methodology and requirements Research Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information by: Researching basic and intermediate accounting topics and forming an initial opinion on the treatment independently Knowledge, Skills, & Abilities Strong written and verbal communication skills Ability to follow instructions as directed Ability to work effectively in a team setting Takes appropriate actions without being asked Seeks advice of appropriate superiors regarding issues related to compliance Basic understanding and experience planning and coordinating the stages to perform an audit of a private company Ability and willingness to travel, as needed Knowledge of internal accounting controls and professional standards and regulations (GAAP, GAAS) Ability to successfully multi-task while working independently and within a group environment Capable of working in a demanding, deadline driven environment with a focus on details and accuracy Requirements Bachelors degree in Accounting or other relevant field required Masters in Accountancy or other relevant field preferred Two (2) or more years of relevant experience required Basic supervisory experience preferred Experience acting as in-charge on review or audit engagements CPA preferred Ability to travel as needed Benefits Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals. Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Holidays) Four (4) weeks PTO Twelve (12) paid holidays, of which three (3) are floating holidays Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Wellness Resources Rea does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea's Talent team. Pre-approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.
    $57k-77k yearly est. 22d ago
  • Community Investment Senior Associate

    The Greater Boston Food 4.6company rating

    Boston, MA jobs

    Job Title: Community Investment Senior Associate Reports to: Senior Manager of Community Investment FLSA Classification: Non-Exempt (Hourly) Travel Required: Yes Hybrid: Yes Act as an area specific expert for GBFB and offer essential support to member agencies and community partners. Collaborate across the Community Investment team to identify opportunities for network input. Ensure that GBFB's community investments result in equitable and diverse efforts. Role & Responsibilities Identify client barriers to food access, participate in community planning processes, share best practices, and recommend solutions to both partners and GBFB. Ensure the quality of services for food insecure individuals served through GBFB's agency network by way of initiating regular agency check-ins and informing partners' strategic planning efforts and growth planning sessions as needed. Develop and maintain strong relationships with area partners and community stakeholders in an assigned region. Identify opportunities for strategic collaborations and/or partnerships in underserved communities. Maintain GBFB presence at community meetings by sharing pertinent GBFB updates and resources, gaining an understanding of clients' needs and concerns, and bringing information back to GBFB team. Act as an area specific expert and offer essential support to partners in an assigned region including order entry, conducting compliance visits, volunteer training, and customer service. Facilitate accurate and timely reporting. Manage agency outreach opportunities, including but not limited to third-party grant recommendations. Respond to regional needs as they relate to enabling, delivery, grant investments, best practices, etc. Conduct regular compliance visits with partners in assigned region, document within Salesforce, and create correction plans escalating compliance and food safety concerns to supervisor, as necessary. Plan and implement community engagement projects throughout the year to increase network awareness of Community Investment efforts and available resources. Collaborate with the Community Investment team to respond to and incorporate feedback received from member agencies through various network engagement opportunities. Coordinate the new member agency application process, evaluate agencies who are interested in GBFB membership, and make recommendations for membership. Assist with management of the Community Investment Grant processes and manage check request process to ensure an equitable and efficient program for member agencies. Cross-train on supporting direct distribution program sites to ensure adequate coverage of Community Investment team responsibilities and continually support a small number of direct distribution program sites in ordering and reporting requirements. Coordinate agency requests for letters of support. Maintain food safety certification. All other duties as assigned. Skills & Qualifications Able to work in a team-oriented environment as a team leader demonstrating skills including coaching, mentoring, team building, collaboration, and conflict management. Ability to have difficult conversations with agency and community partners and achieve a positive outcome. Ability to multi-task and manage tight deadlines. Detail-oriented with strong follow-through, time management, documentation, and organizational skills. Sensitivity to issues affecting, and ability to work with, low-income, food insecure populations. Excellent verbal and written communication and customer service skills. Sensitivity to issues affecting, and ability to work with, low-income, food insecure populations. Valid driver's license and access to a reliable personal vehicle, required. Experience with Microsoft Office, required. Experience with CRM software, like Salesforce, preferred. Multiple languages, spoken and written, a plus. BA/BS preferred. 2+ years' experience in customer service, community organizing or network development, required. Foodservice, food safety, or other directly related work experience, a plus. Demonstrates the required digital competencies that result in the effective usage of the full range of digital technologies at GBFB. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Ability to work in an office environment. Ability to sit for up to 3 hours at a time. Ability to lift up to 25 pounds with or without assistance. Ability the use of hands for simple grasping and fine manipulations. Ability to travel based on business needs. Work Environment Hybrid: This role follows a hybrid schedule working in accordance with GBFB's hybrid work policy on the team's designated days. This schedule is subject to change based on the organization's mission to end hunger. Affirmative Action/EEO Statement GBFB provides equal employment opportunities to all Team Members and applicants for employment without regard to race, creed, color, religion, national origin, citizenship status, gender, sexual orientation, marital status, age, disability, handicap, genetic information, protected veteran status or any other characteristic protected by applicable federal, state, and local laws. This applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, benefits, and training. No Team Member or applicant will be subjected to harassment, intimidation, threats, coercion or discrimination because they have engaged in or may engage in any of the following: (1) filing a complaint of employment discrimination; (2) assisting or participating in an investigation, compliance review, hearing, or any other activity related to the administration of any federal, state or local law requiring equal opportunity; (3) opposing any act or practice made unlawful by any federal, state or local law requiring equal opportunity; or (4) exercising any other right protected by any federal, state or local law requiring equal opportunity.
    $73k-89k yearly est. Auto-Apply 6d ago
  • Community Investment Senior Associate

    The Greater Boston Food Bank 4.6company rating

    Boston, MA jobs

    Job Title: Community Investment Senior Associate Reports to: Senior Manager of Community Investment FLSA Classification: Non-Exempt (Hourly) Travel Required: Yes Hybrid: Yes Act as an area specific expert for GBFB and offer essential support to member agencies and community partners. Collaborate across the Community Investment team to identify opportunities for network input. Ensure that GBFB's community investments result in equitable and diverse efforts. Role & Responsibilities * Identify client barriers to food access, participate in community planning processes, share best practices, and recommend solutions to both partners and GBFB. Ensure the quality of services for food insecure individuals served through GBFB's agency network by way of initiating regular agency check-ins and informing partners' strategic planning efforts and growth planning sessions as needed. * Develop and maintain strong relationships with area partners and community stakeholders in an assigned region. Identify opportunities for strategic collaborations and/or partnerships in underserved communities. Maintain GBFB presence at community meetings by sharing pertinent GBFB updates and resources, gaining an understanding of clients' needs and concerns, and bringing information back to GBFB team. * Act as an area specific expert and offer essential support to partners in an assigned region including order entry, conducting compliance visits, volunteer training, and customer service. Facilitate accurate and timely reporting. Manage agency outreach opportunities, including but not limited to third-party grant recommendations. Respond to regional needs as they relate to enabling, delivery, grant investments, best practices, etc. * Conduct regular compliance visits with partners in assigned region, document within Salesforce, and create correction plans escalating compliance and food safety concerns to supervisor, as necessary. * Plan and implement community engagement projects throughout the year to increase network awareness of Community Investment efforts and available resources. * Collaborate with the Community Investment team to respond to and incorporate feedback received from member agencies through various network engagement opportunities. * Coordinate the new member agency application process, evaluate agencies who are interested in GBFB membership, and make recommendations for membership. * Assist with management of the Community Investment Grant processes and manage check request process to ensure an equitable and efficient program for member agencies. * Cross-train on supporting direct distribution program sites to ensure adequate coverage of Community Investment team responsibilities and continually support a small number of direct distribution program sites in ordering and reporting requirements. * Coordinate agency requests for letters of support. * Maintain food safety certification. * All other duties as assigned. Skills & Qualifications * Able to work in a team-oriented environment as a team leader demonstrating skills including coaching, mentoring, team building, collaboration, and conflict management. * Ability to have difficult conversations with agency and community partners and achieve a positive outcome. * Ability to multi-task and manage tight deadlines. * Detail-oriented with strong follow-through, time management, documentation, and organizational skills. * Sensitivity to issues affecting, and ability to work with, low-income, food insecure populations. * Excellent verbal and written communication and customer service skills. * Sensitivity to issues affecting, and ability to work with, low-income, food insecure populations. * Valid driver's license and access to a reliable personal vehicle, required. * Experience with Microsoft Office, required. * Experience with CRM software, like Salesforce, preferred. * Multiple languages, spoken and written, a plus. * BA/BS preferred. * 2+ years' experience in customer service, community organizing or network development, required. * Foodservice, food safety, or other directly related work experience, a plus. * Demonstrates the required digital competencies that result in the effective usage of the full range of digital technologies at GBFB. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Ability to work in an office environment. * Ability to sit for up to 3 hours at a time. * Ability to lift up to 25 pounds with or without assistance. * Ability the use of hands for simple grasping and fine manipulations. * Ability to travel based on business needs. Work Environment * Hybrid: This role follows a hybrid schedule working in accordance with GBFB's hybrid work policy on the team's designated days. This schedule is subject to change based on the organization's mission to end hunger. Affirmative Action/EEO Statement GBFB provides equal employment opportunities to all Team Members and applicants for employment without regard to race, creed, color, religion, national origin, citizenship status, gender, sexual orientation, marital status, age, disability, handicap, genetic information, protected veteran status or any other characteristic protected by applicable federal, state, and local laws. This applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, benefits, and training. No Team Member or applicant will be subjected to harassment, intimidation, threats, coercion or discrimination because they have engaged in or may engage in any of the following: (1) filing a complaint of employment discrimination; (2) assisting or participating in an investigation, compliance review, hearing, or any other activity related to the administration of any federal, state or local law requiring equal opportunity; (3) opposing any act or practice made unlawful by any federal, state or local law requiring equal opportunity; or (4) exercising any other right protected by any federal, state or local law requiring equal opportunity.
    $73k-89k yearly est. 4d ago
  • Community Investment Senior Associate

    The Greater Boston Food 4.6company rating

    Boston, MA jobs

    Job Title: Community Investment Senior Associate Reports to: Senior Manager of Community Investment FLSA Classification: Non-Exempt (Hourly) Travel Required: Yes Hybrid: Yes Act as an area specific expert for GBFB and offer essential support to member agencies and community partners. Collaborate across the Community Investment team to identify opportunities for network input. Ensure that GBFB's community investments result in equitable and diverse efforts. Role & Responsibilities Identify client barriers to food access, participate in community planning processes, share best practices, and recommend solutions to both partners and GBFB. Ensure the quality of services for food insecure individuals served through GBFB's agency network by way of initiating regular agency check-ins and informing partners' strategic planning efforts and growth planning sessions as needed. Develop and maintain strong relationships with area partners and community stakeholders in an assigned region. Identify opportunities for strategic collaborations and/or partnerships in underserved communities. Maintain GBFB presence at community meetings by sharing pertinent GBFB updates and resources, gaining an understanding of clients' needs and concerns, and bringing information back to GBFB team. Act as an area specific expert and offer essential support to partners in an assigned region including order entry, conducting compliance visits, volunteer training, and customer service. Facilitate accurate and timely reporting. Manage agency outreach opportunities, including but not limited to third-party grant recommendations. Respond to regional needs as they relate to enabling, delivery, grant investments, best practices, etc. Conduct regular compliance visits with partners in assigned region, document within Salesforce, and create correction plans escalating compliance and food safety concerns to supervisor, as necessary. Plan and implement community engagement projects throughout the year to increase network awareness of Community Investment efforts and available resources. Collaborate with the Community Investment team to respond to and incorporate feedback received from member agencies through various network engagement opportunities. Coordinate the new member agency application process, evaluate agencies who are interested in GBFB membership, and make recommendations for membership. Assist with management of the Community Investment Grant processes and manage check request process to ensure an equitable and efficient program for member agencies. Cross-train on supporting direct distribution program sites to ensure adequate coverage of Community Investment team responsibilities and continually support a small number of direct distribution program sites in ordering and reporting requirements. Coordinate agency requests for letters of support. Maintain food safety certification. All other duties as assigned. Skills & Qualifications Able to work in a team-oriented environment as a team leader demonstrating skills including coaching, mentoring, team building, collaboration, and conflict management. Ability to have difficult conversations with agency and community partners and achieve a positive outcome. Ability to multi-task and manage tight deadlines. Detail-oriented with strong follow-through, time management, documentation, and organizational skills. Sensitivity to issues affecting, and ability to work with, low-income, food insecure populations. Excellent verbal and written communication and customer service skills. Sensitivity to issues affecting, and ability to work with, low-income, food insecure populations. Valid driver's license and access to a reliable personal vehicle, required. Experience with Microsoft Office, required. Experience with CRM software, like Salesforce, preferred. Multiple languages, spoken and written, a plus. BA/BS preferred. 2+ years' experience in customer service, community organizing or network development, required. Foodservice, food safety, or other directly related work experience, a plus. Demonstrates the required digital competencies that result in the effective usage of the full range of digital technologies at GBFB. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Ability to work in an office environment. Ability to sit for up to 3 hours at a time. Ability to lift up to 25 pounds with or without assistance. Ability the use of hands for simple grasping and fine manipulations. Ability to travel based on business needs. Work Environment Hybrid: This role follows a hybrid schedule working in accordance with GBFB's hybrid work policy on the team's designated days. This schedule is subject to change based on the organization's mission to end hunger. Affirmative Action/EEO Statement GBFB provides equal employment opportunities to all Team Members and applicants for employment without regard to race, creed, color, religion, national origin, citizenship status, gender, sexual orientation, marital status, age, disability, handicap, genetic information, protected veteran status or any other characteristic protected by applicable federal, state, and local laws. This applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, benefits, and training. No Team Member or applicant will be subjected to harassment, intimidation, threats, coercion or discrimination because they have engaged in or may engage in any of the following: (1) filing a complaint of employment discrimination; (2) assisting or participating in an investigation, compliance review, hearing, or any other activity related to the administration of any federal, state or local law requiring equal opportunity; (3) opposing any act or practice made unlawful by any federal, state or local law requiring equal opportunity; or (4) exercising any other right protected by any federal, state or local law requiring equal opportunity.
    $73k-89k yearly est. Auto-Apply 5d ago

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