Are you a licensed Realtor in North County San Diego who's tired of the income rollercoaster? We've built a model that helps Realtors earn stable, recurring income while continuing to sell homes.
As a Portfolio Manager with Raintree Property Management, you'll partner with a growing local property management company to build a reliable income stream through managed rental properties all while keeping your independence as an agent. You'll earn a base monthly income plus commission from the properties you bring into management, and when one of those owners decides to sell, you'll keep a favorable commission split on the transaction.
What You'll Do
Build relationships with local property owners and investors.
Introduce them to Raintree's management program and show how it protects and grows their investment.
Maintain relationships with your managed portfolio for consistent recurring revenue.
Continue representing clients on sales and purchases as opportunities arise.
Who You Are
Licensed California Realtor (required)
Self-motivated and relationship-driven
Strong communicator who enjoys connecting with people
Based in or near North County San Diego (Carlsbad, Encinitas, Oceanside, Vista, San Marcos)
Compensation & Benefits
Independent contractor position with monthly recurring income + commissions
Top performers typically earn $80,000-$120,000+ annually
Full training and systems provided
Flexible schedule and autonomy you control your income growth
$80k-120k yearly 5d ago
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Senior Asset Manager
Endeavor Agency
Risk manager job in Newport Beach, CA
The Senior Asset Manager (debt) will play a crucial role in managing and optimizing the portfolio of commercial real estate credit loans. This position requires a deep understanding of commercial real estate finance, covering commercial and multifamily assets.
Key Responsibilities
Manage and monitor the performance of the commercial real estate loan portfolio, ensuring alignment with company goals and risk parameters
Conduct regular portfolio reviews and risk assessments, identifying potential issues and recommending mitigation strategies
Collaborate with the underwriting team to evaluate new investment opportunities and their potential impact on the overall portfolio
Develop and maintain financial models to analyze portfolio performance and project future outcomes
Prepare detailed reports on portfolio performance for senior management and investors
Work closely with asset management and origination teams to optimize portfolio returns and managerisk
Monitor market trends and regulatory changes that may impact the portfolio or create new opportunities
Assist in the development and implementation of portfolio management strategies and policies
Qualifications
Bachelor's degree in Finance, Real Estate, or related field; MBA or relevant master's degree preferred
7+ years of experience in real estate finance, with a focus on multifamily and commercial real estate sectors
Strong exposure of bridge lending and structured finance
Excellent analytical and financial modeling skills
Fluency in Excel, financial analysis software, and portfolio management tools
Strong problem-solving abilities and attention to detail
Excellent written and verbal communication skills
Ability to work effectively in a fast-paced, team-oriented environment
Knowledge of real estate capital markets and investment strategies
Familiarity with riskmanagement practices in real estate lending
$73k-113k yearly est. 3d ago
Finance Manager
KCG Search
Risk manager job in Irvine, CA
Finance Manager | Real Estate Development & Investment
We're partnering with a fast-growing, entrepreneurial real estate development firm. This is a hands-on Finance Manager role for someone who enjoys working close to the deals, collaborating across teams, and helping scale a growing platform.
This role offers visibility, autonomy, and the opportunity to make a real impact - not just maintain models.
Why This Role Stands Out
Exposure to acquisitions, development, and asset-level decision making
Direct partnership with senior leadership
A nimble environment where ideas are welcomed and execution matters
Meaningful work tied to community impact
What You'll Be Doing
Investment & Development Finance
Build and maintain underwriting and pro forma models for new and existing projects
Support acquisition analysis and investment committee materials
Lead financial due diligence efforts, including data room coordination and timelines
Project Finance
Partner with internal teams and external consultants to deliver applications
Support equity and debt closings alongside senior finance leadership
Maintain project documentation throughout the lifecycle
FP&A & Portfolio Support
Develop and manage asset-level budgets and forecasts
Create consolidated corporate financial models and reporting
Prepare cash flow forecasts, capital call schedules, and variance analyses
Work closely with Asset Management on reporting accuracy and controls
Leadership & Collaboration
Serve as a financial resource to internal teams and external partners
Mentor and develop junior analysts through hands-on coaching
Ensure compliance with JV agreements, loan documents, and operating agreements
Required Experience
Bachelor's degree in Finance, Accounting, or related field (or equivalent experience)
Strong real estate finance background; LIHTC experience highly preferred
Advanced Excel and financial modeling skills
Experience building and maintaining complex cash flow and waterfall models
Comfortable working across multiple projects and deadlines
Clear communicator who can work with investors, lenders, and partners
Organized, proactive, and solutions-oriented
Experience with Yardi or similar property management systems a plus
Exposure to affordable housing or mission-driven real estate platforms a plus
Compensation & Location
Competitive base salary + bonus
Hybrid work environment (details shared during conversation)
$86k-122k yearly est. 2d ago
Tax Senior Manager - High Net Worth
Colorado Railroad Museum
Risk manager job in Solana Beach, CA
Work Arrangement: In‑office or Hybrid
Typical Day in the Life
As a Tax Senior Manager in our high‑net‑worth tax practice, you will be responsible for working with individual tax clients to assist them with the transition of wealth from one generation to the next. A typical day as a Tax Senior Manager might include the following:
Preparing and reviewing highly complex tax returns including individual, fiduciary, corporate, partnership, and non‑profit tax returns by required deadlines.
Looking at the tax situation of the individual, their trusts, and their estate from various angles to ensure the maximum tax benefit is applied.
Working with staff to ensure tax returns are completed correctly by required deadlines and under firm processes.
Working with clients to create wealth transition plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow.
Interpreting and reviewing various legal documents in relation to estate and business succession planning.
Performing technical research on individual, trust and estate planning and compliance matters for clients.
Advising and coaching team members and providing consistent recognition and encouragement to team members.
Managing client relationships by proactively seeking solutions that add value to the client experience.
Supporting business development efforts by identifying prospective clients, preparing proposals and engagement materials, conducting industry research, and representing the firm at networking events and industry functions.
Who You Are
You have a Bachelor's degree in Accounting and an active CPA license, law degree, or Enrolled Agent (EA) certification.
You have 7+ years of experience in public accounting tax work including experience working with individual, fiduciary, gift and estate tax returns.
You have a well‑rounded knowledge of tax accounting principles and IRS regulations.
You have expertise in individual income tax and estate tax planning.
You may have experience with flow‑through entities and private foundations.
You enjoy keeping up‑to‑date on the ever‑changing tax industry's regulations and policies.
You are an excellent communicator - your verbal and written communication skills are outstanding.
You have experience developing business and networking.
Must be authorized to work in the United States now or in the future without visa sponsorship.
Making an Impact Together
People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.
Compensation: $157,000‑$197,000
Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.
Benefits
Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.
Next Steps
We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.
For extra assistance in your job search journey, explore EB Career Resources- a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options.
Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.
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$157k-197k yearly 1d ago
Tax Manager
Cybercoders 4.3
Risk manager job in Irvine, CA
Salary: $125,000 - $155,000+ We are a recognized firm in the business community known for our unique and innovative approach to professional services. We go beyond traditional tax planning to offer truly comprehensive financial strategies that address a client's total financial picture, not just isolated segments. Our firm specializes in Tax Planning and Preparation, Management Consulting, Attest Services, and Estate & Wealth Planning.
The Role: Tax Manager
The Tax Manager is a leadership position responsible for managing complex tax compliance and consulting engagements. This includes staffing, ensuring the delivery of a high-quality work product, effective client communication, and timely billing.
Key Responsibilities
Engagement Leadership: Prepare and meticulously review complex tax returns for corporations, individuals, and partnerships, while performing advanced tax research.
Quality & RiskManagement: Serve as a technical resource for staff. Recognize areas of potential technical issues and high-risk engagement factors, then work with the client service team to manage their timely resolution.
Technical Development: Develop well-reasoned suggestions for resolving complex technical issues and promote the technical understanding of staff.
Client Advisory: Cultivate a deep understanding of the general economic, business, and regulatory factors affecting each client to provide holistic and innovative advice.
Management: Effectively supervise and train staff and seniors, providing mentorship and performance feedback.
What You'll Need
Education: Bachelor's degree in Accounting (Master of Tax is highly preferred).
Licensure: Active CPA license is required.
Experience: Minimum 7+ years of public accounting experience.
Technical Acumen: Proficiency in corporate, individual, and partnership taxation and planning.
Leadership: Previous experience supervising and training staff and seniors is preferred.
Skills: Excellent written and verbal communication and interpersonal skills.
Work Ethic: Must be highly motivated and experienced in managing multiple client engagements simultaneously, with a strong ability to organize, multi-task, and prioritize effectively.
Software: Proficient with Microsoft Office Suite (Word, Excel, Outlook, etc.) and accounting software such as Lacerte, ProSystem, or QuickBooks.
Benefits
A leading professional services advisor is seeking an experienced individual for a client management role. Responsibilities include managing staff, ensuring engagement quality, and building client relationships. The ideal candidate will have a Bachelor's degree, CPA certification, and extensive public accounting experience. This role offers a competitive salary range of $150,000 - $225,000 along with comprehensive benefits. Candidates must have strong communication skills and be able to manage multiple assignments effectively.
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$72k-100k yearly est. 2d ago
Tax/Senior Manager
Solid Rock Recruiting LLC
Risk manager job in San Diego, CA
Tax Manager - CPA | Hybrid | High-Growth Public Accounting Firm
Job Type: Full-time
About the Firm
We're partnering with a fast-growing, well-respected CPA firm that combines the resources of a larger practice with the close-knit culture of a boutique environment. The firm serves a diverse portfolio of clients across industries and is looking for a Tax Manager (CPA) to lead engagements, guide staff, and contribute to the firm's continued strategic growth.
This is an outstanding opportunity for a tax professional who values flexibility, collaboration, and career advancement-all while working with high-quality clients in a supportive environment.
Key Responsibilities
Lead and manage multiple tax engagements for corporations, partnerships, and high-net-worth individuals
Provide strategic tax planning and compliance services, identifying opportunities for savings and improved efficiency
Review complex returns and research technical tax issues to ensure compliance with federal and state regulations
Build and maintain strong client relationships, serving as a trusted tax advisor
Mentor, train, and develop staff members
Stay current with evolving tax laws and advise clients proactively
Support business development initiatives, including new client opportunities and firm growth efforts
Qualifications
Active CPA license required
Bachelor's degree in Accounting or related field
4+ years of public accounting experience focused on tax
Strong technical knowledge of federal and state tax regulations
Excellent analytical, communication, and client service skills
Ability to work independently and collaboratively in a hybrid or remote environment
Why Join This Firm?
✅ Hybrid work environment with flexible scheduling
✅ Competitive compensation including base salary + performance bonuses
✅ Comprehensive benefits: health, dental, 401(k) match, and profit sharing
✅ Generous PTO and paid holidays
✅ A leadership team that invests in professional development and long-term career growth
If you're a motivated Tax Manager seeking a hybrid opportunity with a growing public accounting firm that values balance, autonomy, and excellence - we'd love to connect.
📩 Apply by sending your resume to Steve@solidrockrecruiting.com
📞 Direct: 605-273-2108
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$74k-107k yearly est. 2d ago
HNWI Tax Manager - Trusts & Estates, Laguna Beach
The Agency Recruiting
Risk manager job in Laguna Beach, CA
A leading recruiting firm is seeking a Tax Manager in Laguna Beach. This role involves preparing and reviewing tax returns for high-net-worth clients, managing a team, and developing compliance strategies. Candidates should have a strong background in public accounting, a current CPA license, and experience with tax software. Competitive salary up to $150K plus performance bonuses. Flexible work options are available.
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$150k yearly 2d ago
Tax Manager Consultant
Vaco By Highspring
Risk manager job in Newport Beach, CA
We are seeking an experienced Corporate Tax Manager Consultant to provide coverage during a maternity leave. This is a hands-on individual contributor role focused on coordinating corporate tax and sales tax activities, not preparing tax provisions.
The ideal candidate will have strong experience across both direct and indirect taxes , and be comfortable acting as the primary internal tax liaison with external advisors.
Key Responsibilities Serve as the primary point of contact with external tax advisors (Deloitte)
Coordinate and gather all required data and support for corporate tax filings
Manage and submit estimated federal and state tax payments
Handle sales and use tax compliance , including filings and payments
Support direct tax processes, including income tax compliance coordination
Ensure timely delivery of tax-related information and documentation
Assist with knowledge transfer and transition support prior to the Tax Manager's exit
Respond to ad hoc tax-related questions from Finance and Accounting teams
Qualifications Bachelor's degree in Accounting, Finance, or related field
CPA strongly preferred (Tax-focused background)
5+ years of experience in corporate tax
Hands-on experience with both direct and indirect (sales/use) taxes
Experience working with Big 4 or national public accounting firms (coordination role)
Strong organizational skills and ability to manage deadlines independently
Comfortable working in a fast-paced, onsite corporate environment
Additional Details This role does not prepare tax provisions internally
Focus is on coordination, compliance, payments, and advisor management
Immediate need - priority given to candidates who can start quickly
Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *********** .
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.
California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
Virginia residents may access our state specific policies here.
Residents of all other states may access our policies here.
Canadian residents may access our policies in English here and in French here.
Residents of countries governed by GDPR may access our policies here.
Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
the individual's skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
$81k-115k yearly est. 2d ago
Manager- Accounting and Transaction / Compliance and Risk Services
Cnm LLP 4.6
Risk manager job in Irvine, CA
CNM LLP is a specialized boutique accounting and consulting services firm looking for a Manager level accounting professional to help double the size of our firm in three years. As a result, you will have the opportunity to grow your career in a dynamic environment that is a playground for highly skilled, self-motivated professionals. You will manage 1-2 concurrent project teams which advise and collaborate with high growth companies on significate equity transactions including their initial public offering (IPO) process and solve complex technical accounting issues. You will also manage project teams to assist with SOX compliance and internal audit projects for companies that range from newly public high growth entities in rapidly changing environments to the largest entertainment and public companies in Orange County.
Job Description
If you're interested, here is the challenge for your first year with CNM LLP.
Become a subject matter expert (SME) in several complex accounting areas through on the job feedback, performance evaluations, mentoring and firm-sponsored formal training programs including monthly CPE and SME training.
Research and resolve complex accounting issues balancing client preferred solutions within the confines of the US GAAP structure. Common complex accounting areas include revenue recognition, stock-based compensation, preferred stock, business combinations, and consolidation.
Review accounting transactions related to public offerings, inclusive of performing audit preparation work, and documenting significant accounting policies.
Review and prepare the financial statements and footnote disclosures in S-1, 10-K, 10-Q, and 8-K filings related to IPO, debt offerings and acquisitions.
Demonstrating clear and concise writing, and verbal skills to communicate complex issues in simple terms to clients and team members.
Given the startup environment of our clients, the ability to adapt to unexpected changes to timelines, deadlines, and the scope of work is a must.
Responding to client needs and balancing the competing priorities with minimal client disruptions, while maintaining project progress.
Ensure quality deliverables of internal control processes on 3-4 projects by:
Reviewing process narratives and control test results and arriving at sound conclusions on design and operating effectiveness of key controls.
Collaborate with firm clients to develop process improvements and remediation plans which address identified deficiencies.
Demonstrating clear and concise writing, and verbal skills to communicate complex issues in simple terms to clients and team members.
Successfully manage assigned projects demonstrated by timely completion of quality deliverables within budget. Project management skills include resource scheduling, leading client status update meetings, communicating budget to actual progress, and resolving timeline delays through proactive client communication.
Responding to client needs and balancing the competing priorities with minimal client disruptions, while maintaining project progress.
Upon successfully demonstrating the skill set listed above you will have the opportunity to earn a promotion to Director. As a Director you will be responsible for:
Building internal teams through participation in our mentoring program and interviewing.
Being responsible for managing the overall client relationship and satisfaction for several concurrent projects. Being a trusted advisor by understanding success and value from the client point of view.
Actively teaching the CNM team and advising firm clients as an SME resource in several technical accounting, SOX compliance, and internal audits areas.
Qualifications
Realistically, we need someone with a CPA/ CIA license or who has a goal to obtain one in the near future. (We help you achieve this with time off for testing, paying for study materials, and paying for the exams). An intermediate accounting foundation is really important along with hands-on knowledge of SOX, COSO, and PCAOB requirements.
Are you ready for the challenge? If so please apply here.
You may visit our company website
**********************
to apply.
Location:
Our offices are located in Woodland Hills and Irvine, but the ATS Manager will have the above responsibilities to our Irvine, CA office.
CNM LLP is an Equal Opportunity Employer
Additional Information
All your information will be kept confidential according to EEO guidelines.
$109k-155k yearly est. 1d ago
Principal Risk & Recovery Manager
Mulligan Funding
Risk manager job in San Diego, CA
Headquartered in San Diego, Mulligan Funding serves as a leading provider of working capital (Up to $5M) to the small and medium-sized businesses that fuel our country. Since 2008, we have prided ourselves on our collaborative, innovative, and customer-focused approach. Enjoying a period of unprecedented growth, driven by the combination of cutting-edge technology, human touch, and unwavering integrity, we are looking to add to our people first culture, with highly motivated and results-oriented professionals, to push the limits of what's possible while creating value for all of our partners.
As a Principal Risk & Recovery Manager, you will assume a multifaceted role that involves working closely with customers to explore workout options for distressed loans while also managing the collection of delinquent accounts. This dynamic position requires an in-depth understanding of loan structures, negotiation skills, legal procedures, bankruptcy laws and the ability to provide exemplary customer service.
You will:
* Collaborate with customers facing financial difficulties to explore workout options such as loan modifications, forbearance agreements, and repayment plans.
* Negotiate and manage a portfolio of complex workout agreements and recovery efforts while ensuring compliance with applicable laws and regulations.
* Manage several collection agency outsourcing processes which includes selection, onboarding, performance management and due diligence reviews.
* Lead the collections efforts on large and complex delinquent accounts.
* Conduct quality assurance and compliance checks on all third party vendors.
* Partner with internal and external legal counsels to resolve more complex loan delinquencies.
* Proactively contact customers with overdue payments and delinquent accounts to initiate recovery efforts.
* Provide exceptional customer service by addressing borrower inquiries, concerns, and disputes with professionalism and empathy.
* Generate reports on workout and collection activities, analyzing trends and proposing process improvements.
* Liaise between company leadership and client, presenting leadership with an analysis for client loan defaults.
* Analyze the root causes of loan distress and develop strategies to prevent future delinquencies.
* Performs other duties as assigned.
You have:
* 7+ years of progressive experience in riskmanagement, collections, recovery, or debt resolution within financial services or fintech
* Deep knowledge of bankruptcy regulations, debt restructuring, and loss mitigation strategies
* Hands on experience leading complex recovery portfolios and improving charge off and recovery performance
* Strong working knowledge of credit and collections platforms, CRM systems, and data driven decision making (Salesforce, Excel, reporting tools)
* Experience reviewing legal documents, contracts, and settlement agreements with sound risk judgment
* Proven success negotiating repayment plans, settlements, and vendor or agency relationships
* A track record of building, coaching, and leading high performing teams
* Comfort operating cross functionally with Legal, Compliance, Finance, and Operations partners
* Strong analytical skills with the ability to turn data into actionable strategy
* Excellent communication skills and confidence presenting recommendations to leadership
* The ability to balance customer experience with risk mitigation and business outcomes
* A proactive, ownership mindset with strong organization, prioritization, and time management skills
* A Bachelor's degree in a related field or equivalent professional experience
We offer:
* Comprehensive medical, vision and dental benefits that give you peace of mind.
* Flexible Spending Accounts (FSA) that let you use pre-tax dollars to cover healthcare expenses.
* A fantastic 401K with matching contributions that helps you plan for retirement and build wealth over time.
* Generous sick, vacation, and holiday benefits that give you the time and flexibility you need to enjoy life.
* A gym membership contribution that supports your well-being, and helps you stay energized and focused.
* An internal referral program that rewards you for bringing talented people to the team.
* Company events that foster a positive and inclusive culture, and create opportunities to bond and grow with your colleagues.
$112,200 - $140,000 a year
A reasonable estimate of the salary range for this role is $112K - $140K per year. In order to provide a competitive compensation package, Mulligan Funding takes into account a variety of factors including but not limited to market compensation data, relevant experience, skills, education, and certifications.
Mulligan Funding is an Equal Opportunity Employer (EOE) and takes great pride in building a diverse work environment. Qualified applicants are considered for employment without regard to age, race, religion, gender, national origin, sexual orientation, disability or veteran status.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$112.2k-140k yearly 4d ago
IT Risk and Controls Director - Financial Advisory Services
Embark People
Risk manager job in San Diego, CA
Experience a 45X+ award-winning culture!
Embarkers enjoy:
Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary
Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients
Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team
Embark isn't your ordinary consulting firm. We're committed to cultivating a workplace where everyone can thrive-where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits:
Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions
Comprehensive healthcare: 100% paid premiums for you and your family
Whole human growth: $150 monthly stipend for holistic development
Career advancement: Access to CPE credits, learning platforms, coaching, and professional development
Financial support: Up to 3% 401(k) matching and financial advisory services
Team and community engagement: Monthly social events within your market, charitable matching, and great people!
What you'll be doing
We are seeking an experienced IT Risk Advisory Director to expand and lead our IT Risk offerings within the Governance, Risk, and Compliance (GRC) practice. This senior-level role is both delivery- and growth-focused, blending client service excellence with practice development with a primary focus on delivery. This position will advise organizations on IT risk, cybersecurity, and technology-enabled governance frameworks, while also building and scaling a dedicated IT Risk advisory practice.
In this role, you will partner with GRC practice leadership to design, implement, and deliver IT risk solutions spanning:
Information Technology General Controls (ITGCs)
Cybersecurity threats and resilience
Vendor and third-party riskmanagement
Technology components of financial reporting and regulatory compliance
The successful candidate will bring deep technical expertise, strong consulting skills, and thought leadership to position the firm as a trusted partner for IT risk and GRC advisory services.
Key Responsibilities
Lead client engagements related to IT risk, ITGCs, cybersecurity, and third-party/vendor risk
Provide strategic advice and practical solutions that align IT governance with broader risk and compliance objectives
Partner with practice leadership to develop go-to-market strategies, service offerings, and methodologies for IT risk advisory
Mentor, train, and manage team members while fostering a high-performance, client-first culture
Support business development, including proposal development, client presentations, and thought leadership initiatives
Stay ahead of emerging IT risk, cybersecurity, and regulatory trends to shape client solutions and firm offerings
To be a good fit for our SOX IT Director role, you will have:
8-10+ years of experience in IT risk, GRC advisory, or cybersecurity consulting (Big Four or boutique advisory firm experience strongly preferred)
Bachelor's degree in Accounting, Management Information Systems, or other relevant degree required (Advanced degree is a plus)
CPA and/or CIA required, other relevant certifications are a plus (e.g.CISA, CISSP, CISM, CRISC)
Strong expertise in ITGCs, SOX/financial reporting technology controls, cybersecurity frameworks (e.g., NIST, ISO), and third-party/vendor riskmanagement
Demonstrated experience building or scaling a consulting practice or service line
Excellent leadership, people development, and client relationship management skills
Proven track record of business development and contributing to practice growth
A high sense of urgency, strong initiative and the ability to multi-task
Ability to work independently and as part of a team
The desire to learn new technologies and practices to constantly improve the business of Embark and our clients
A proactive approach to constant improvement and problem solving
Communication skills that can effectively relay concepts and updates across all stakeholders from staff to executives
A drive to forge deep relationships both internally through a variety of culture initiatives and externally through industry leading hospitality efforts
Added bonus if you have…
Cybersecurity experience, including Vulnerability assessment and penetration testing methodologies and processes for web, thick client and mobile applications
Business continuity planning and disaster recovery design and implementation
What's in it for you:
We pay 100% of premiums for you and your entire family on health, vision, and life insurance, and short and long-term disability
Typical compensation range of $175,000-210,000
We match 50% to 6% on our 401K
Fully paid parental leave for all new parents
Monthly stipend for whole human wellness
All the technology you'll need to be successful, the most advanced software, and accessories to ensure you get the job done in style
Monthly team outings (think: axe throwing, a trip to the State Fair, go-kart races, etc.)
In closing...
If this role sounds exciting, apply and let's start the conversation!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.
$175k-210k yearly Auto-Apply 60d+ ago
IT Risk and Controls Director - Financial Advisory Services
Embarkwithus
Risk manager job in San Diego, CA
Experience a 45X+ award-winning culture!
Embarkers enjoy:
Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary
Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients
Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team
Embark isn't your ordinary consulting firm. We're committed to cultivating a workplace where everyone can thrive-where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits:
Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions
Comprehensive healthcare: 100% paid premiums for you and your family
Whole human growth: $150 monthly stipend for holistic development
Career advancement: Access to CPE credits, learning platforms, coaching, and professional development
Financial support: Up to 3% 401(k) matching and financial advisory services
Team and community engagement: Monthly social events within your market, charitable matching, and great people!
What you'll be doing
We are seeking an experienced IT Risk Advisory Director to expand and lead our IT Risk offerings within the Governance, Risk, and Compliance (GRC) practice. This senior-level role is both delivery- and growth-focused, blending client service excellence with practice development with a primary focus on delivery. This position will advise organizations on IT risk, cybersecurity, and technology-enabled governance frameworks, while also building and scaling a dedicated IT Risk advisory practice.
In this role, you will partner with GRC practice leadership to design, implement, and deliver IT risk solutions spanning:
Information Technology General Controls (ITGCs)
Cybersecurity threats and resilience
Vendor and third-party riskmanagement
Technology components of financial reporting and regulatory compliance
The successful candidate will bring deep technical expertise, strong consulting skills, and thought leadership to position the firm as a trusted partner for IT risk and GRC advisory services.
Key Responsibilities
Lead client engagements related to IT risk, ITGCs, cybersecurity, and third-party/vendor risk
Provide strategic advice and practical solutions that align IT governance with broader risk and compliance objectives
Partner with practice leadership to develop go-to-market strategies, service offerings, and methodologies for IT risk advisory
Mentor, train, and manage team members while fostering a high-performance, client-first culture
Support business development, including proposal development, client presentations, and thought leadership initiatives
Stay ahead of emerging IT risk, cybersecurity, and regulatory trends to shape client solutions and firm offerings
To be a good fit for our SOX IT Director role, you will have:
8-10+ years of experience in IT risk, GRC advisory, or cybersecurity consulting (Big Four or boutique advisory firm experience strongly preferred)
Bachelor's degree in Accounting, Management Information Systems, or other relevant degree required (Advanced degree is a plus)
CPA and/or CIA required, other relevant certifications are a plus (e.g.CISA, CISSP, CISM, CRISC)
Strong expertise in ITGCs, SOX/financial reporting technology controls, cybersecurity frameworks (e.g., NIST, ISO), and third-party/vendor riskmanagement
Demonstrated experience building or scaling a consulting practice or service line
Excellent leadership, people development, and client relationship management skills
Proven track record of business development and contributing to practice growth
A high sense of urgency, strong initiative and the ability to multi-task
Ability to work independently and as part of a team
The desire to learn new technologies and practices to constantly improve the business of Embark and our clients
A proactive approach to constant improvement and problem solving
Communication skills that can effectively relay concepts and updates across all stakeholders from staff to executives
A drive to forge deep relationships both internally through a variety of culture initiatives and externally through industry leading hospitality efforts
Added bonus if you have…
Cybersecurity experience, including Vulnerability assessment and penetration testing methodologies and processes for web, thick client and mobile applications
Business continuity planning and disaster recovery design and implementation
What's in it for you:
We pay 100% of premiums for you and your entire family on health, vision, and life insurance, and short and long-term disability
Typical compensation range of $175,000-210,000
We match 50% to 6% on our 401K
Fully paid parental leave for all new parents
Monthly stipend for whole human wellness
All the technology you'll need to be successful, the most advanced software, and accessories to ensure you get the job done in style
Monthly team outings (think: axe throwing, a trip to the State Fair, go-kart races, etc.)
In closing...
If this role sounds exciting, apply and let's start the conversation!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.
$175k-210k yearly Auto-Apply 60d+ ago
Director of Export Control and Technology Compliance
Field Ai
Risk manager job in Irvine, CA
Field AI is seeking a Director of Export Control and Technology Compliance to build and lead the company's compliance and controlled information framework as we scale our defense-adjacent and commercial technology programs. This role is responsible for ensuring that technical data, software, and systems are properly classified, protected, and accessed in accordance with applicable U.S. export regulations, government contract requirements, internal policies and customer obligations. This is a hands-on role, requiring both strategic judgment and operational execution. The position works directly with company leadership, Engineering, IT, Legal, Human Resources, and Program teams to enable rapid development while maintaining strong compliance discipline.What You'll Get To Do
Establish and own Field AI's export control and data classification program, including export-controlled technology, controlled unclassified information, and non-controlled commercial data.
Classify hardware, software, source code, and technical data under applicable U.S. export regulations, including EAR and related classification schemes.
Define and implement graduated access controls based on data classification, regulatory requirements, and contractual obligations.
Create and maintain Technology Control Plans and controlled information handling procedures appropriate for a startup environment.
Advise leadership and Human Resources on hiring eligibility, onboarding practices, and role-based access to regulated programs.
Partner closely with Engineering and IT to design compliant development workflows without slowing product velocity.
Establish policies for storage, transmission, and sharing of controlled technical information and CUI.
Design and deliver training programs on export control, data handling, and compliance requirements.
Support customer due diligence, security questionnaires, and compliance reviews.
Monitor regulatory and contractual changes and assess their impact on company operations.
Lead response and remediation efforts for potential compliance or data handling issues.
What You Have:
Bachelor's degree in Engineering, Information Systems, Law, International Trade, Security, Compliance, or a related field.
Seven or more years of experience in export control, trade compliance, regulatory compliance, or controlled information governance.
Hands-on experience with EAR classification and implementation of technology control measures.
Strong understanding of controlled unclassified information requirements and government contract data handling obligations.
Experience working directly with technical teams on access control and data segregation.
Ability to translate regulatory requirements into practical, scalable operational processes.
Strong judgment, ownership mindset, and ability to operate with limited structure.
Excellent written and verbal communication skills.
What Will Set You Apart
Experience in a startup or high-growth technology company.
Background in dual-use or defense-adjacent technologies.
Familiarity with DFARS, NIST 800-171, or similar frameworks.
Prior experience standing up a compliance or governance function from the ground up.
Experience working directly with founders or executive leadership.
Reporting Structure
This role reports directly to senior leadership at Field AI, such as the CEO, COO, or General Counsel, and works closely with technical and business teams across the company.
We are headquartered in always-sunny Irvine in Southern California and have US based and global teammates.
Join us, shape the future, and be part of a fun, close-knit team on an exciting journey!
We celebrate diversity and are committed to creating an inclusive environment for all employees. Candidates and employees are always evaluated based on merit, qualifications, and performance. We will never discriminate on the basis of race, color, gender, national origin, ethnicity, veteran status, disability status, age, sexual orientation, gender identity, marital status, mental or physical disability, or any other legally protected status.
$127k-185k yearly est. Auto-Apply 12d ago
Sr. Contracts Manager, Asset Management
Avantus
Risk manager job in San Diego, CA
Avantus develops, owns, and operates utility-scale clean energy projects across California and the Desert Southwest. Our development pipeline represents one of the nation's largest portfolios of solar with integrated storage, capable of providing dispatchable power to 17 million Americans, day and night. With over a decade of industry leadership and strategic investment from KKR and EIG, Avantus delivers affordable, reliable clean energy solutions that meet America's growing energy demand.
ABOUT THE POSITION
We are seeking a highly motivated and organized candidate for the Senior Contracts Manager, Asset Management position. The successful candidate will demonstrate sound industry knowledge, superior communications, and detail-oriented organizational skills. This role reports to our Sr Director, Asset Management.
The Senior Contracts Manager, Asset Management will be primarily responsible for negotiation, drafting, and structuring a variety of Asset Management related contracts, in coordination with counsel. Candidates for this role are expected to have experience with commercial and technical aspects of PV and BESS Service Agreements, and be able to lead a cross functional team. Beyond contract preparation, this role will also require interface with services provider, including onboarding and coordination with construction period contractor(s). The role requires a candidate who is capable of overseeing project related obligations from negotiation through to commencement of services and beyond.
Additional responsibilities will include oversight of start-up and Operations period responsibilities and compliance obligations related to major project contracts such as Interconnection Agreement, Power Purchase Agreement, Financing Agreement(s) and ancillary contracts.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:
Contract Negotiation & Management
Assume responsibility and leadership of contract negotiation related to O&M Agreements, Long Term Service Agreements, Asset Management Agreements, and related contracts.
Coordinate between legal, engineering, tax, procurement, accounting and construction teams to drive negotiated positions for major contracts.
Own the project onboarding of O&M vendors from contracts management perspective.
Distill negotiated outcomes into concise presentations for presentation to management for review / approval
Develop relationships and strategic partnerships with potential suppliers and service providers
Identify issues related to contract compliance and carryout on a proactive basis and identify and communicate solutions internally.
Refine template documents and tailor such to projects undergoing development / financing. Respond to ad hoc internal requests on Operations related issues that affect the drafting or negotiation of construction or financing related agreements.
Compliance Management
Monitor compliance with major project contracts (Financing Agreements, Power Purchase Agreements, others) and prepare / submit compliance related items.
Coordinate with internal and external parties for fulfilment of compliance related matters, including signoff from legal and related stakeholders.
Submit compliance related materials and maintain relationships with counterparties on those submittals.
Additional Responsibilities
Maintain database of benchmark contract terms and pricing for services and materials and update changes to benchmarks to internal optimization team.
Prepare RFPs for services for O&M and Asset Management related requirements, including evaluation matrices and coordination of RFP
Distill results of contract negotiations into post-hoc reports and kaizen presentations.
Create budgets for plant O&M related costs based on contract outcomes.
Coordinate between O&M providers, EPC contractors, telemetry providers, and other related parties for the setup of
Drive process improvement in contract negotiations and securing of terms that drive a balance between minimizing risk and managing cost.
REQUIRED SKILLS AND QUALIFICATIONS:
At least 5 years' experience in Contracts Management, Asset Management, or Development of renewable or conventional power generation.
Contract negotiation, drafting and structuring of PV / BESS Operations & Maintenance Agreements and or / Long Term Service Agreements is preferred.
Experience with compliance and reporting matters related to Power Purchase Agreements, Debt / Tax Equity financing agreements, Interconnection Agreements, and related contracts.
Proficiency with MS Project, MS Excel, and other MS Office suite products.
Understanding of interconnection and PPA processes with major California and Western utilities and ISOs. Development and implementation of report templates, analytical tools, and other asset management specific tools.
Must be detail-oriented with exceptional analytical and organizational skills.
Proficient at extracting and summarizing large amounts of data and analyzing information.
Proven ability to manage multiple projects and priorities within a fast-paced environment.
Must be able to work independently.
Work across many different functions including finance, technical, accounting, legal, operations.
Effective interactions with colleagues, investors, and lenders.
Excellent communication skills, both verbal and written.
Avantus offers competitive compensation with an excellent benefits package, including 401(k) matching
;
comprehensive medical and dental plan options; and flexible PTO. We are an equal-opportunity employer.
The base salary range for this full-time position is listed below (plus bonus and benefits). Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position in California. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for the applicable location during the hiring process. Please note that the compensation details listed reflect the base salary only, and do not include bonus and benefits.
Pay Range$140,016-$164,725 USD
$140k-164.7k yearly Auto-Apply 7d ago
Manager, Asset Management
Clearway Energy, Inc.
Risk manager job in San Diego, CA
What The Role Is Reporting to the Senior Manager, Asset Management, the Manager, Asset Management will serve as a member of a team responsible for the commercial management of more than 4,000 MW of utility-scale wind and solar power projects located across 16 states. The Senior Manager will maximize the value of existing assets, play a key role in growth initiatives, and mentor more junior team members.
This is a hybrid role located in our San Diego or Denver office locations. If you don't meet 100% of the qualifications below but see yourself contributing, please submit your resume.
What You'll Be Doing
P&L Management:
* Manage the P&L and cash position for all generating assets within the assigned portfolio.
* Review monthly operational performance and financial variance reports. Investigate and remedy any variances to the budget.
* Review gross margin performance and work with the energy data analytics group to explain variances driven by market conditions and develop strategies to maximize value.
* Develop annual project budgets and update monthly accrual and cash forecasts and financial models as needed.
* Perform financial analyses, project evaluations, and due diligence to make recommendations in support of plant optimization, performance improvement, warranty claims, insurance claims, and revenue recovery.
* Initiate and/or support major projects, divestitures, capital investments, refinances, and revenue-enhancement proposals.
* Negotiate and/or amend project company agreements to improve asset performance or mitigate risk.
Project Company Administration, Compliance, & Reporting:
* Ensure all project obligations and interests are successfully administered under project agreements and resolve any contractual issues with counterparties.
* Ensure general business-related licenses, permits, and regulatory requirements, reporting, and transactions with regional authorities, banks, governing, and other external parties are successfully managed.
* Serve as a main point of contact with PUCs, ISOs, city, county, and state authorities and governing boards with respect to assigned assets.
* Manage monthly lost output and guaranteed energy production status per applicable offtake requirements.
* Monitor and administer renewable energy credit obligations under various offtake contracts.
* Prepare reports and presentations for project stakeholders as required.
Project Integration:
* Support the development of information sharing platforms and work management systems, including populating such systems with historical records and archiving of documents.
* Interface with business development, finance, and construction management teams to ensure smooth transition of projects into commercial operation.
What You'll Bring
* 5+ years of energy industry experience in project development, project administration, business administration, project management, asset management, contract administration, deal execution, project finance, or other commercial roles.
* Bachelor's degree in Engineering, Finance, Business, Economics, or related field.
* Strong business and financial savvy with the ability to support a high-performance organization that will deliver operational excellence and meet or exceed financial targets.
* Ability to perform well under pressure on teams in a demanding environment, and occasionally work extended hours to meet project deadlines.
* Ability to think creatively, manage competing priorities, work independently, and pay attention to detail.
* Excellent written and verbal communication skills and an ability to communicate complex issues in a clear and concise manner.
* Self-motivated, highly organized, and detail-oriented.
* Proficiency with Microsoft Office products, including Excel, PowerPoint, and Word.
* If you don't meet 100% of the above qualifications but see yourself contributing, please submit your resume.
What Would Be Nice
* MBA is highly desirable.
* Experience working in the renewable energy industry is highly desirable.
* Business analytics skills are highly preferred.
Clearway will not sponsor non-immigrant visas for this position (H-1B, TN, E-3, etc.).
#LI-Hybrid
The pay rate for the successful candidate will depend on geographic location, skills, relevant and demonstrated experience, education, training and certifications, and other factors permitted by law. This role is eligible to earn an annual cash bonus, subject to personal and company performance goals.
Salary Range Across all U.S. Locations
$120,000-$160,000 USD
Clearway Energy Group is leading the transition to a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.6 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.5 GW of conventional dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 3 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Our Commitment to Diversity, Equity, & Inclusion
Clearway Energy Group's vision is a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.8 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.8 GW of flexible dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 2 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Working at Clearway, Hybrid Together
Here at Clearway, we're committed to balancing flexibility while fostering strong relationships with our teammates. We do this by prioritizing new hires based near one of our offices in San Francisco, San Diego, Scottsdale, Houston, Denver, & Princeton. Our office-based employees typically work together from fabulous spaces on Tuesdays & Thursdays to collaborate & learn, build community, get to know one another, & enjoy company-provided meals & events.
Clearway Energy is an equal opportunity employer that values a broad diversity of talent, knowledge, experience & expertise. We intentionally foster a culture of inclusion that empowers our employees to deliver superior performance to the communities we serve. We encourage minorities, women, individuals with disabilities & protected veterans to join the team. Clearway is a proud promoter of employment opportunities for our Military & Veterans.
What We Provide
Clearway offers all eligible employees working 20+ hours per week a comprehensive menu of benefits: generous PTO, medical, dental & vision care, HSAs with company contributions, health FSAs, dependent daycare FSAs, commuter benefits, relocation, & a 401(k) plan with employer match, a variety of life & accident insurances, fertility programs, adoption assistance, generous parental leave, tuition reimbursement, & benefits for employees in same-sex marriages, civil unions & domestic partnerships. For more on Clearway benefits, visit our Benefits Website.
Notice to Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances, and regulations for all applicants and employees. We will make reasonable accommodations to enable individuals with disabilities to apply and compete for employment opportunities for which they are qualified. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ***************************** and let us know the nature of your request and your contact information.
Notice to California Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances and regulations for all applicants and employees.
$120k-160k yearly Auto-Apply 5d ago
HNW Tax Manager
Cybercoders 4.3
Risk manager job in San Diego, CA
*This is with a Public Accounting Firm and requires Public Accounting experience as well as an active CPA license* Job Title: Tax Manager Requirements: 5+ Years of Public Accounting Tax Experience - Strength in HNW or UHNW Required
HNW Tax Manager
Position Overview
We are seeking an experienced HNW Tax Manager to join our firm and provide expert tax services to high net worth individuals and families. The ideal candidate will have a strong background in tax planning and compliance, specifically dealing with complex tax issues related to individuals, trusts, and estates. This role is integral to our mission of delivering exceptional client service and maximizing tax efficiency for our clients' wealth management strategies.
Key Responsibilities
Manage and oversee the preparation and filing of federal and state tax returns for high net worth individuals, trusts, and estates.
Develop and implement tax planning strategies to minimize tax liability for clients.
Review and analyze tax returns and supporting documentation for accuracy and compliance with applicable laws and regulations.
Provide guidance on complex tax issues including gift tax, estate tax, and international tax matters.
Collaborate with clients and their advisors to ensure comprehensive tax strategies that align with clients' financial goals.
Stay current on tax law changes and assess their impact on clients' tax situations.
Supervise and mentor junior tax staff, providing training and support as needed.
Qualifications
Bachelor's degree in Accounting, Finance, or related field; CPA or Enrolled Agent designation required.
5+ years of experience in tax compliance and planning, with a focus on high net worth individuals and families.
Thorough understanding of federal and state tax laws, including individual, gift, trust, and estate taxation.
Experience with C-Corp, S-Corp, partnerships, and international tax issues is preferred.
Strong analytical and problem-solving skills, with the ability to communicate complex tax concepts clearly to clients.
Proficient in tax software and Microsoft Office Suite; experience with GAAP standards is a plus.
Benefits
Vacation/PTO
Medical
Dental
Vision
401k
Bonus
Relocation
Telecommute
$77k-110k yearly est. 6d ago
Tax Manager/Senior Tax Manager
The Agency Recruiting
Risk manager job in Newport Beach, CA
Tax Manager to join our team in Newport Beach. This role will review and prepare tax returns for high-net-worth clients, focusing on individuals, businesses, trusts, and estate tax returns. Our firm values work-life balance and operates a paperless process. The role requires working in the office.
Responsibilities
Review and prepare federal and state income tax returns for individuals, partnerships, and corporations to ensure compliance and support tax planning.
Develop tax strategies to help clients comply with tax regulations. Conduct budget and cash flow projections. Keep abreast of tax legislation changes and inform the team.
Supervise, train, and mentor Tax preparer staff. Identify tax issues and provide solutions. Utilize tax laws to determine deductions for clients. Prepare and file tax documents with relevant agencies. Cultivate client relationships to enhance business growth.
Qualifications
Preferred 8+ years' experience in a public accounting firm.
Minimum 2 years of management experience. Proven client service and business development skills. Strong leadership and technical expertise. Commitment to the firm's growth and success. Interest in mentoring junior staff. Experience with tax preparation software.
Requirements
Current California CPA License or Master's Degree in Tax.
Proficiency in Lacerte Tax Preparation and QuickBooks Software.
Salary and Benefits
Salary up to $150K plus performance-based bonuses and relocation assistance (if needed).
100% employer-paid medical, dental, and vision for employees. 3% company 401K matching with immediate eligibility. 10 days of Paid Time Off accrued yearly with 9 holidays for the 1st year. Flexible time off options, with a hybrid work model.
Bonuses are based on performance.
Benefits
401(k) matching 3%
Bonus based on performance
Competitive salary
Dental & vision insurance
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
#J-18808-Ljbffr
$150k yearly 2d ago
Principal Risk & Recovery Manager
Mulligan Funding
Risk manager job in San Diego, CA
Headquartered in San Diego, Mulligan Funding serves as a leading provider of working capital (Up to $5M) to the small and medium-sized businesses that fuel our country. Since 2008, we have prided ourselves on our collaborative, innovative, and customer-focused approach. Enjoying a period of unprecedented growth, driven by the combination of cutting-edge technology, human touch, and unwavering integrity, we are looking to add to our people first culture, with highly motivated and results-oriented professionals, to push the limits of what's possible while creating value for all of our partners.
As a
Principal Risk & Recovery Manager
, you will assume a multifaceted role that involves working closely with customers to explore workout options for distressed loans while also managing the collection of delinquent accounts. This dynamic position requires an in-depth understanding of loan structures, negotiation skills, legal procedures, bankruptcy laws and the ability to provide exemplary customer service. You will:
Collaborate with customers facing financial difficulties to explore workout options such as loan modifications, forbearance agreements, and repayment plans.
Negotiate and manage a portfolio of complex workout agreements and recovery efforts while ensuring compliance with applicable laws and regulations.
Manage several collection agency outsourcing processes which includes selection, onboarding, performance management and due diligence reviews.
Lead the collections efforts on large and complex delinquent accounts.
Conduct quality assurance and compliance checks on all third party vendors.
Partner with internal and external legal counsels to resolve more complex loan delinquencies.
Proactively contact customers with overdue payments and delinquent accounts to initiate recovery efforts.
Provide exceptional customer service by addressing borrower inquiries, concerns, and disputes with professionalism and empathy.
Generate reports on workout and collection activities, analyzing trends and proposing process improvements.
Liaise between company leadership and client, presenting leadership with an analysis for client loan defaults.
Analyze the root causes of loan distress and develop strategies to prevent future delinquencies.
Performs other duties as assigned.
You have:
7+ years of progressive experience in riskmanagement, collections, recovery, or debt resolution within financial services or fintech
Deep knowledge of bankruptcy regulations, debt restructuring, and loss mitigation strategies
Hands on experience leading complex recovery portfolios and improving charge off and recovery performance
Strong working knowledge of credit and collections platforms, CRM systems, and data driven decision making (Salesforce, Excel, reporting tools)
Experience reviewing legal documents, contracts, and settlement agreements with sound risk judgment
Proven success negotiating repayment plans, settlements, and vendor or agency relationships
A track record of building, coaching, and leading high performing teams
Comfort operating cross functionally with Legal, Compliance, Finance, and Operations partners
Strong analytical skills with the ability to turn data into actionable strategy
Excellent communication skills and confidence presenting recommendations to leadership
The ability to balance customer experience with risk mitigation and business outcomes
A proactive, ownership mindset with strong organization, prioritization, and time management skills
A Bachelor's degree in a related field or equivalent professional experience
We offer:
Comprehensive medical, vision and dental benefits that give you peace of mind.
Flexible Spending Accounts (FSA) that let you use pre-tax dollars to cover healthcare expenses.
A fantastic 401K with matching contributions that helps you plan for retirement and build wealth over time.
Generous sick, vacation, and holiday benefits that give you the time and flexibility you need to enjoy life.
A gym membership contribution that supports your well-being, and helps you stay energized and focused.
An internal referral program that rewards you for bringing talented people to the team.
Company events that foster a positive and inclusive culture, and create opportunities to bond and grow with your colleagues.
Mulligan Funding is an Equal Opportunity Employer (EOE) and takes great pride in building a diverse work environment. Qualified applicants are considered for employment without regard to age, race, religion, gender, national origin, sexual orientation, disability or veteran status.
$97k-139k yearly est. Auto-Apply 4d ago
Manager, Asset Management
Avantus
Risk manager job in San Diego, CA
Avantus is shaping the future by making reliable, low-cost clean energy a global reality. Our legacy of leadership in next generation solar energy includes developing one of the nation's largest solar clusters and one of the first projects to beat fossil fuel prices back in 2016. Today, we are expanding the boundaries of existing technologies to build one of the largest portfolios of smart power plants with integrated storage, capable of providing millions of people with affordable, zero-emission energy - day and night. Through our relentless pursuit of better, we are decarbonizing our planet at the gigaton level, and bringing the advantages of clean energy to all of us.
ABOUT THE POSITION:
We are seeking a highly motivated and organized candidate for the Manager, Asset Management position. The successful candidate will demonstrate sound industry knowledge, superior communications, and detail-oriented organizational skills. This role reports to our Sr. Director, Asset Management.
The Manager, Asset Management will assist in onboarding from NTP to COD and post-COD operation of multiple solar and battery sites, ensure maximum availability, achieve compliance with all financial, contractual, and regulatory requirements, and communicate with all relevant parties related to the project companies. This position will also be responsible for assisting in technical and financial due diligence of new projects that are being evaluated for the operating company.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:
Project Management:
Assist in mid to late-stage project management. Review all key contract terms and conditions during construction and at Substantial Completion.
Own the project onboarding and closeout processes.
Develop the operations project management task list to determine internal and external ownership and delivery schedules.
Manage technical, accounting, tax, and financial personnel and contractors to achieve key deliverables.
Assist in O&M services and LTSA RFPs and subsequent contracting of future projects.
Respond to queries about projects from auditors, financing institutions and internal staff.
P&L Management, Finance:
Assist with a project's technical and financial due-diligence activities during the financing of Opco projects.
Oversee monthly revenue settlement process for PPAs and merchant lengths and manage project costs with contractors to ensure they align with the budget.
Collaborate with project accountants to monitor bank accounts associated with each project to maintain balances as required by financial partners while maximizing cash available to the company.
Assist with preparation of project budgets, departmental budgets, and updates to project financial models.
Provide feedback on lessons learned from completed projects back to development group on best practices with regard to production modeling, warranties, PPA deliverables, EPC, shared facilities, and O&M contracts.
Work with Project Finance on pro forma, specifically Revenue and Opex modeling for future projects.
Communicate regularly with project owners, off-takers, tax equity providers, lenders, and regulators to make sure the project specific compliance is achieved prior to monthly, quarterly, or annual deadlines.
Ensure the OEM providers are delivering within contractual obligations. Oversee warranty and major maintenance activities.
Initiate and maintain records of payments to investors and lenders.
Work with the tax group in the preparation of tax returns and tax payments for operating projects.
Conduct analysis and prepare various ad-hoc reports on the operating portfolio.
Operations:
Assist in negotiating and managing shared facility services agreements.
Performance engineering to assess the operating performance of solar and BESS systems - determine the root causes of variances to the expected performance.
Recommend remedial actions and monthly reporting to stakeholders with KPI's.
Support EPC group for SCADA commissioning of projects under development.
Collaborate with the operations team to evaluate and improve operational performance.
Lead operating company (“Opco”) projects' onboarding from Devco ensuring all the project designs and documentation are transferred over and archived for Opco use during the subsequent operation of assets.
Assist the P&L Asset Manager responsible for P&L in all relevant technical aspects of the projects.
Oversee and coordinate with O&M team on preventative and corrective maintenance.
Review operating data and complete analytic reports on project performance.
REQUIRED SKILLS AND QUALIFICATIONS:
B.S. in Business or related discipline required.
At least 2 years' experience in Finance, Asset Management, or related field.
Experience in the renewable energy industry and electrical performance of PV projects is preferred.
Proficiency with MS Project, MS Excel, and other MS Office suite products.
Understanding of interconnection and PPA processes with major California and Western utilities and ISOs.
Understanding of NERC compliant PV facilities is preferred.
Development and implementation of report templates, analytical tools, and other asset management specific tools.
Must be detail-oriented with exceptional analytical and organizational skills.
Proficient at extracting and summarizing large amounts of data and analyzing information.
Proven ability to manage multiple projects and priorities within a fast-paced environment.
Must be able to work independently.
Work across many different functions including finance, accounting, legal, operations.
Effective interactions with colleagues, investors, and lenders.
Excellent communication skills, both verbal and written.
#LI-Onsite
Avantus offers competitive compensation with an excellent benefits package, including 401(k) matching
;
comprehensive medical and dental plan options; and flexible PTO. We are an equal-opportunity employer.
The base salary range for this full-time position is listed below (plus bonus and benefits). Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position in California. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for the applicable location during the hiring process. Please note that the compensation details listed reflect the base salary only, and do not include bonus and benefits.
Pay Range$127,288-$149,750 USD
The average risk manager in Vista, CA earns between $83,000 and $166,000 annually. This compares to the national average risk manager range of $84,000 to $160,000.