Supervisor - Risk Consulting Quality & Methodology
Tampa, FL jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
The Risk Consulting Supervisor, within the Risk Consulting (RC) Quality & Methodology (QM) team, will assist in the strategic development and implementation of methodologies, process and document standards, training curriculum, and knowledge management for the Risk Consulting service line. This role focuses on enhancing the quality and consistency of delivery enablement services, fostering a culture of continuous learning, and ensuring the firm remains at the forefront of industry developments, particularly in SOX and Internal Audit. The Supervisor will lead critical projects, serve as a subject matter expert, and contribute to the firm's thought leadership to support the growth and development of Risk Consulting professionals.
Key Responsibilities
* Assist in leading the development, standardization, and maintenance of SOX and/or Internal Audit methodologies, including policies, procedures, tools, templates, and training materials.
* Assist in leading the design of product- and skills-based curricula and managing the knowledge management platform for all RC practitioners.
* Serve as a SOX and/or Internal Audit subject matter expert, providing guidance to engagement teams on complex internal controls issues.
* Support RC QM's needs assessment processes to prioritize practice-wide initiatives.
* Collaborate with the RC digital leader to support the automation pipeline and digital transformation efforts from a quality and methodology perspective.
* Stay current on industry developments, formulate unique firm perspectives, and develop thought leadership for both internal and external consumption.
* Collaborate with the audit committee on presentations on emerging internal control issues and contribute to field guides and whitepapers.
* Collaborate in curating and publishing technical updates in a periodic RC technical newsletter and create client trainings and presentations on technical matters.
* Assist in the periodic reporting of RC QM objectives and key results (OKRs) to leadership and other stakeholders.
Position Required Qualifications
* Bachelor's or Master's Degree in business, accounting, or related discipline.
* Minimum of 4 years of experience in audit, internal audit, or related internal controls assessment
Preferred Qualifications
* Proficiency in professional writing, spreadsheet, and presentation creation tools
* Openness to workday flexibility, agility, remote work environment, leveraging new tools
* Effective communication skills, both verbally and in writing
* Effective time management and prioritization skills
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $88,900 - $168,300
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Easy ApplyMarket Conduct Examiner
Remote
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Market Conduct Examiner
Risk & Regulatory Consulting, LLC
(Regulatory Insurance)
Work from home-any US location
Position Overview
The Market Conduct Examiner will be responsible for performing reviews of major insurance companies' operations, marketing, underwriting, rating, policyholder service, producer licensing, complaint handling and claims handling processes to verify compliance with states' insurance statutes and regulations.
Specific Duties and Responsibilities
(Responsibilities may vary slightly depending on seniority level)
Perform comprehensive, targeted and risk focused market conduct examinations to determine compliance with states' insurance statutes and regulations on behalf of state insurance departments.
Review and assess insurance company's documentation and data to determine compliance with states' insurance statutes and regulations.
Draft examination work papers in an organized manner for supervisory review.
Assist with the preparation of reports, exhibits, and other supporting documentation and schedules that detail a company's compliance with insurance statutes and regulations and recommend solutions.
Submit draft examination reports and other deliverables for supervisory review.
Recommend/document actions to ensure compliance with insurance statutes and regulations.
Must possess knowledge of and provide guidance of insurance laws, rules, and regulations.
Review and analyze new, proposed, or revised laws, regulations, policies, and procedures in order to determine compliance with states' insurance statutes and regulations and interpret their meaning and determine impact to the insurance company.
Analyze reports and records relating to specific and overall operations of insurance companies; prepare clear, complete, concise, and informative compliance reports of condition of insurance companies for supervisory review.
Consistently enhance knowledge of: principles, practices, techniques, and methods of insurance examination and regulations; insurance laws and Insurance Commissioner's rulings; and related Attorney General Opinions and court decisions; insurance company practices; statistical sampling procedures; basic mathematics.
Requirements
Bachelor's Degree in Business, Risk Management, Accounting or Finance; MBA and/or professional certification/s preferred
Minimum of 5+ years insurance experience with a State or Federal agency, insurance company, examination firm or with a public accounting firm as an internal or external auditor, adjuster, compliance professional or examiner.
Insurance industry experience is a must.
Candidates must have completed or are pursuing professional insurance designations such as AIE/CIE, MCM, AIRC, FLMI, CPCU, or CLU.
PC skills, including experience in using software for producing presentations, spreadsheets, and project planning (skilled in TeamMate, ACL/Access, and MS Excel, Word and Power Point).
Demonstrated history of project management experience.
Ability to interact with all levels including executives and senior managers.
Strong interpersonal, presentation, analytical and examination/audit skills.
Excellent organizational skills and the ability to prioritize multiple tasks, projects and assignments using effective time management skills.
Strong written and verbal communication skills are required.
Dynamic/flexible demeanor with exceptional client service skills.
Forward-thinking leader with a collaborative focus who can consult effectively with key constituents and become recognized as a valued resource.
Must be self-motivated, work well independently and possess a sense of urgency.
Skilled in team building and team development.
Flexibility to travel
Risk & Regulatory Consulting, LLC (RRC) was formerly a business segment of RSM US LLP (formerly McGladrey) until 2012 when the separate legal entity was formed. RRC is a strategic business partner with RSM providing actuarial and insurance industry consulting services to RSM clients.
Risk & Regulatory Consulting, LLC (RRC) is a national, leading professional services firm dedicated to providing exceptional regulatory services to clients. With over 100 experienced insurance professionals located in 22 states, we believe RRC is uniquely positioned to serve state insurance departments. We offer services in the following regulatory areas: financial examinations, market conduct examinations, insolvency and receiverships, actuarial services and valuations, investment analysis, reinsurance expertise, market analysis and compliance, and special projects. We are a results oriented firm committed to success that builds long term relationships with our clients.
RRC is managed by seven partners and our practice includes full time professionals dedicated to our regulatory clients. We are focused on listening to your needs and designing customized examination, consulting, and training solutions that address your needs. We bring multiple service lines together to provide superior and seamless service to our clients. We are committed to training our customers and our team. We have developed various comprehensive in house training programs that have been tailored to meet the needs of our regulatory clients. We offer competitive pricing, outstanding experience, credentials and references. RRC is an active participant in the NAIC, SOFE, and IRES.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $56 - $84
Auto-ApplyAccount Executive (Litigation Support Solutions)
Los Angeles, CA jobs
CCG Talent Management is not only a business solutions company but a company that believes success starts with the individual. CCG Business Solutions has been consulting and providing talent placement services since 2007. Our team understands the principles of connecting purpose to business. We are currently recruiting for a Los Angeles, CA.
Job Description
Our client, a leading provider of litigation solutions for law firms, is seeking experienced Consultative Sales Executives to drive new business development in California. Service offerings include eFiling, process service, docketing, and records retrieval solutions. The Account Executives will be responsible for prospecting new clients, delivering compelling sales presentations, closing deals, and managing client relationships through onboarding and implementation.
Responsibilities:
·Conduct in-person and remote sales presentations to prospective clients
·Attend industry events to increase brand visibility and build a network of potential clients
·Develop and manage a pipeline of prospects within your assigned territory, guiding them from initial interest through the first 12 months of utilizing our solutions
·Conduct market research to understand both our solutions and those offered by competitors
·Consult with legal professionals to identify their needs and demonstrate how our technology can meet them
·Prospect for new business through cold calling, email outreach, social media, and other channels
·Utilize technology effectively for virtual meetings and sales presentations
·Meet or exceed assigned sales metrics and quota
Qualifications
2-5 years of experience in selling legal technology solutions
Strong knowledge of the law firm market
Proficiency in Microsoft Office Suite, Salesforce CRM, and other sales and marketing tools
Enthusiastic team player
Additional Information
Location:
(Remote) Based in Los Angeles or Orange County
Compensation:
OTE $
150K
(base $75K plus commission) and comprehensive benefits
All your information will be kept confidential according to EEO guidelines.
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Actuary - Property & Casualty
Risk & Regulatory Consulting, LLC
Work from home-any US location
Position Overview
As a P&C Actuary you will work with a team of industry professionals on regulatory consulting and other insurance related engagements. In this exciting role, you will provide insights to insurance regulators and have a meaningful impact on the insurance marketplace. This position has opportunity for advancement as well as personal and professional growth.
Specific Duties and Responsibilities
Serve as part of the actuarial subject matter expert team on client engagements which include:
Identifying and assessing significant reserving, pricing/underwriting, capital and reinsurance risks that could impact property/casualty insurer's financial strength as part of risk-focused financial examinations;
Reviewing rate filings that rely on complex models to assess reasonableness of overall rate indication, modeling approach, and compliance with regulatory requirements;
Assisting audit teams with assessing the reasonableness of financial statement accruals;
Assisting on special projects such as industry research and market conduct examinations;
Coordinate internal resources, advise project team on potential solutions and strategies to meet project goals and client needs;
Document observations and conclusions and ensure all work adheres to actuarial standards of practice;
Communicate effectively with clients and cross-functional project teams; and
Adhere to project budget and timelines.
We also expect the following business and practice development efforts:
Cultivate and nurture client relationships to create awareness of Firm capabilities to help generate incremental business;
Enhance tools and templates in place to ensure efficiency and excellence in our work;
Contribute to the intellectual capital of the practice and the Firm.
Requirements
Bachelor's Degree in Mathematics, Actuarial Science, Economics, or Statistics
Minimum of 10+ years professional experience in a Property and Casualty insurance company, financial services or consulting firm
Knowledge of reserving, pricing, ratemaking, capital modeling, and/or enterprise risk management
Experience working in public accounting or consulting firm with complex modeling, regulatory consulting and/or audit support experience is preferred
ACAS, FCAS, MAAA, designations preferred
Experience with personal lines, commercial lines, and reinsurance preferred
An understanding of insurance rates and regulatory requirements for supporting reserve levels
Experience with machine learning and AI tools is a plus
Demonstrated problem solving skills
PC skills, including experience in using software for producing presentations, spreadsheets, and project planning (skills in TeamMate, Access, Visual Basic, MS Excel and other applications)
Ability to interact with all levels including executives and senior managers
Strong interpersonal, presentation, analytical and statistical sampling skills
Excellent organizational skills and the ability to prioritize multiple tasks, projects and assignments
Exceptional written and verbal communication skills
Dynamic/flexible demeanor with exceptional client service skills
Self-motivated with a sense of ownership and pride in their work
Ability to travel on occasion
Knowledgeable about Actuarial Standards of Practice and Actuarial Code of Conduct
Ability to demonstrate ethical and professional standards as outlined by the Firm
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $84 - $126 per hour
Auto-ApplyBookkeeper
Atlanta, GA jobs
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
EisnerAmper is looking for an experienced Bookkeeper to join our Dental Advisors team. You will provide outsourced accounting services for dental practice owners.
The Bookkeeper continues the development of their technical knowledge and ability to handle multiple assignments in preparing for advancement in the Firm and the community. You will be responsible for the daily progress of each engagement and have an increasing number of clients assigned over time. Performance is judged based on the quality of work, application of accounting knowledge, ability to meet deadlines, client service and budgets.
What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top “Places to Work” awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What Work You Will be Responsible For:
The Bookkeeper manages month-end accounting services for assigned clients. This includes, but is not limited to, posting of journal entries, research and corrects account discrepancies, and other related functions. The scope of service will vary depending upon the engagement.
Prepare monthly bank reconciliations.
Assist in the monthly closing of the books and the preparation of internal financial statements.
Work with different clients at the same time / Ability to manage multiple projects simultaneously.
Demonstrates the ability to recognize non-routine accounting, investment and tax issues and, after research, suggest solutions.
Maintain client files / supporting documentation.
Assist others with projects.
Basic Qualifications:
1+ years of accounting and/or bookkeeping including, general ledger maintenance and financial reports.
Familiarity with accounting systems including QuickBooks Online.
Good knowledge of U.S. GAAP and financial reporting.
Preferred/Desired Qualifications:
Associate's degree or another discipline with college-level coursework in accounting is preferred.
Certified QuickBooks Online advisors preferred.
Ability to work with and develop team members in-person and remotely.
Team player with strong communication and analytical skills.
Strong time management and organizational skills.
Reliable high-speed internet connection capable of remote work and video conferencing.
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.
About our Outsourced Services Team:
The EisnerAmper Outsourcing group brings our team's specialized knowledge of accounting directly into the offices of a wide range of partners. When we work with a client, we become part of their business, and we don't take that lightly. Armed with cutting-edge industry technology and outsourcing practices, we're given the tools to both provide best-in-class service and constantly grow as professionals.
Through our team-based culture of creativity and collaboration across all levels, we hold each other accountable to always look for new innovative ways to grow as a group, better serve our clients, and advance in our careers.
Because we are a rapidly growing group, EisnerAmper Outsourcing employees have the opportunity to make a lasting impact on the business and its direction. Everyone has a voice to bring new ideas to the table, which are backed by the confidence, expertise, and global reach of the larger firm.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
Should you need any accommodations to complete this application please email: *********************************.
#LI-CG1
Preferred Location:Atlanta
Auto-ApplyTechnical Capability Leader (Managing Director)
Remote
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Technical Capability Leader
The Technical Capability Leader is a strategic and operational leader responsible for architecting and driving the Agile discipline capability within the Digital Solutions group. This leader ensures that all delivery disciplines-including Project Management, Scrum Masters, Business Analysis, Quality Assurance, Development, Data, and Solution Support-operate at peak performance and consistency within a Scaled Agile Framework (SAFe) environment. The role demands visionary leadership, fostering a culture of collaboration, innovation, and continuous improvement, while building robust processes and accountability mechanisms that enable predictable, efficient, and high-quality delivery across all digital initiatives. The Technical Capability Leader is accountable for defining success metrics, setting discipline expectations, and holding leaders to the highest standards of quality and delivery. This role must be able to inspire, direct, and hold other leaders accountable.
ESSENTIAL DUTIES:
Organizational and People Leadership
Lead each discipline leader in the development and execution of a comprehensive talent strategy for each discipline, ensuring optimal skill mix, clear roles, and progressive career paths to support enterprise delivery needs and aligned with 18-month rolling roadmaps.
Build and maintain competency frameworks and targeted training programs that drive excellence in Agile delivery.
Cultivate a collaborative, learning-oriented culture that values efficiency, innovation, and quality.
Mentor and empower high-performing leaders
Process and Standards Management
Lead and hold accountable the documentation and continuously improvement of delivery processes, templates, and best practices across all disciplines
Ensure a standardize Agile and SAFe practices across all teams, ensuring consistency in ceremonies, tools and performance measures
Implement governance and quality control mechanisms to uphold high delivery standards across products, projects, and programs.
Lead process audits and champion compliance with regulatory and security requirements.
Operational Efficiency and Tooling
Lead and hold leaders accountable for identifying and implementing opportunities to streamline delivery workflows through AI, automation, and modern delivery tools.
Evaluate and deploy emerging technologies that enhance productivity, accuracy, and cross-disciplinary collaboration.
Measure and report on operational performance, proactively identifying areas for optimization and innovation.
Agile Delivery Enablement
Verify leaders' partner with Scrum masters, Release Train Engineers, and Agile Coaches to ensure teams adhere to SAFe principles and maximize velocity
Champion continuous improvement across Agile ceremonies, backlog refinement, and quality gates
Proactively remove systemic impediments that hinder efficiency or slow delivery cycles
Quality and Continuous Improvement
Establish and track KPIs and metrics to measure discipline performance, including throughput, quality, and automation adoption
Lead process audits to identify and implement improvement opportunities
Foster a culture of built-in quality and technical excellence, ensuring solutions meet current and future business needs.
Stakeholder Engagement and Communication
Serve as a key liaison between technical teams, business stakeholders, and executive leadership, ensuring alignment of delivery objectives with organizational strategy
Communicate progress, risks, and opportunities with clarity and transparency, enabling informed decision-making at all levels
QUALIFICATIONS:
EDUCATION
Bachelor's degree in information technology, Computer Science, or related field
TECHNICAL SKILLS
Expert knowledge of software development life cycle (SDLC), QA methodologies, data management and solution support
Strong understanding of DevOps, CI/CD, and agile metrics
Ability to analyze workflows, identify inefficiencies, and drive measurable improvement
Strategic yet execution-focused, with a passion for operational excellence and innovation
SPECIAL REQUIREMENTS SPECIFIC TO JOB
Strategic thinker able to align delivery capability with measurable business outcomes
Collaborative mindset with a commitment to continuous learning, lean thinking and incremental improvement
Proven success in reducing bottlenecks
EXPERIENCE
Minimum of 15 years' experience managing mulit-disciplinary technology teams (BA, QA, Dev, Data, Scrum Masters, PM and operations) within large, complex organizations.
5+ years' experience leading leaders of discipline teams
Proven success implementing and operating within a Scaled Agile or lean portfolio management environment
Proven experience in process optimization, automation, and the use of AI or other emerging tools to improve delivery performance
MANAGEMENT
Strong people leader with a track record of energizing and developing talent and creating scalable, high-performing teams
Excellent communication, coaching, and change-management skills
PREFERRED REQUIREMENTS
Master's degree preferred
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $199,100 - $353,700
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Auto-ApplyInternal Audit & SOX Manager
Irvine, CA jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
As a manager in RSM's growing Process Risk and Controls Practice, you will have the opportunity to draw from your experience and knowledge while continuing to grow your leadership skills through a high degree of client and industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities.
In the Process Risk and Controls Practice we frequently work as or alongside a client's internal audit function, the chief risk officer or risk function, Sarbanes-Oxley project team, and various other members of management tasked with managing risk. Our advisors help our clients with identifying and prioritizing risk and leveraging process and controls to reduce risk exposure.
Key Responsibilities
Contributions to Firm Culture
Model the core RSM values of respect, integrity, teamwork, excellence and stewardship in all interactions with clients and team members
Collaborate with colleagues across a variety of levels and disciplines to develop and deliver innovative solutions that provide value to clients
Maintain agility to adapt quickly to shifting needs, demands, technology solutions, or process changes and assist others in adapting to change
Nurture an environment that understands individuality, promotes authenticity, and values varied perspective in arriving at solutions
Client Experience
Leverage understanding of industry trends and business acumen to think critically about complex challenges and propose dynamic solutions
Identify current and relevant industry thought leadership to share with the client
Own management level relationships, and interact with C-suite group. Drive collaboration with external stakeholders
Lead risk assessment management interviews and development of internal audit plan
Perform review of the deliverables including process narratives/flowcharts, risks and control gaps, suggested remediation and process improvement
Lead formal closing meetings with clients to share and confirm deliverables
Maintain overall responsibility for engagement economics and manage expectations around billing, monitoring, and collections
Demonstrate effective delegation strategies by managing multiple clients, projects, and teams simultaneously with the goal of overseeing a book of business
Talent Experience
Encourage colleagues to think creatively, strive for growth through development opportunities, and maximize results while working within a team environment
Manage, motivate, and mentor teams to cultivate an environment where team member capabilities are optimized and expanded
Recruit, develop, and inspire future leaders of the firm through mentorship that focuses on understanding the potential and aspirations of the workforce
Maintain willingness to give and receive candid feedback in both written and verbal form; Commit to self-development in response to constructive feedback received
Assist with developing training content on areas of personal expertise
Business Development
Participate in relevant industry associations and events to develop and/or maintain industry focus and relationships
Build, maintain, and utilize your internal network to address issues timely and add value to client relationships; begin cultivating an external network with the goal of generating new business opportunities for the firm
Assist in writing, developing and delivering thought leadership internally and externally
Communicate effectively with prospects, assess needs, and develop clear and accurate project parameters including scoping descriptions, delivery plans, and budgets
Contribute to pursuits through development of proposals and other materials
Position Qualifications
Bachelor's or Master's Degree in business, accounting or related discipline
Minimum of 5 years of experience in SOX, internal audit, external audit, or related internal control positions
Job relevant certification (e.g. CPA, CIA)
Preferred Qualifications
Experience leading project based work with milestones and workflow driven by objectives and defined timelines
Life Sciences and/or technology industry experience
Proficiency in professional writing, spreadsheet, and presentation creation tools
Ability to travel to meet client needs and work collaboratively with others in-person and remotely
Openness to workday flexibility, agility, remote work environment, leveraging new tools
Effective communication skills, both verbally and in writing
Effective time management and prioritization skills
Established experience in multiple industries or subject-matter expertise in one specific industry
Demonstrated success in high pressure scenarios
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $101,000 - $203,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Auto-ApplyInterim Accounting Manager Consultant, Accounting Advisory & Outsourcing
Remote
This role is responsible for supporting clients with various tasks within the accounting and finance functions.
Functions in various capacities including Controller, CFO, or Project Leader for clients
Demonstrates an ability to manage multiple client stakeholders simultaneously
Prepares miscellaneous accounting reports
Participates and leads various ad hoc projects
Oversees all aspects of month-end, quarter-end, and year-end closing
Demonstrates an ability to perform due diligence procedures for clients
Assists clients with SEC Reporting
Resolves complex accounting issues, and assist clients with implementation of new accounting pronouncements including ASC606 and ASC842
Other duties as required
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree, required; focus in Accounting preferred
Master's degree, preferred
Experience:
Ten (10) or more years related experience, required
Experience working with public, private or private equity companies, required
Experience with ERP systems such as NetSuite, QuickBooks or SAP, required
Professional services industry experience, preferred
Public Accounting experience, preferred
Experience with MS Excel at advanced level, preferred
License(s)/Certification(s):
CPA, preferred
Software:
Proficient in Excel, Word, and Outlook, required
Other Knowledge, Skills & Abilities:
Technical skills commensurate with level of experience
Demonstrate a high level of professionalism even under pressure
Team player and contribute knowledge as well as ask for help
Fast learner and able to work ethically and effectively
Strong interpersonal and oral and written communications skills with ability to effectively interact with customers at all levels of customers' and internal organization
Continually strive to improve inter-personal, management, functional, and technical skills set
Ability to travel minimum of 50%, preferred
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $75.00/hr - $105.00/hr
Colorado Range: $75.00/hr - $105.00/hr
Illinois Range: $75.00/hr - $105.00/hr
Maryland Range: $75.00/hr - $105.00/hr
Massachusetts Range: $75.00/hr - $105.00/hr
Minnesota Range: $75.00/hr - $105.00/hr
New Jersey Range: $75.00/hr - $105.00/hr
NYC/Long Island/Westchester Range: $75.00/hr - $105.00/hr
Washington Range: $75.00/hr - $105.00/hr
Washington DC Range: $75.00/hr - $105.00/hr
Vermont Range: $75.00/hr - $105.00/hr
Auto-ApplyAssociate Director of Web Development
Remote
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Associate Director of Web Development
The Associate Director of Web Development will lead the full-stack technical architecture and day‑to‑day web engineering operations of our corporate website. This role will own the website's technical implementation, performance, release pipeline, and delivery velocity as we transition to a modern, cloud‑native, and edge-optimized web infrastructure.
ESSENTIAL DUTIES:
Technical Architecture & Platform Strategy
Own the end‑to‑end technical web architecture for RSM's corporate websites: authoring, delivery, caching/CDN, integrations, and data flows.
Define and document reference architectures, guardrails, and patterns for content, presentation, and delivery tiers. Oversee cloud services, tooling, and telemetry to support the site's operational excellence.
Provide technical leadership and oversight for a platform migration from legacy VM‑based AEM 6.5 to AEM as a Cloud Service with EDS - optimizing for reliability, performance, security, and efficiency.
Engineering Leadership & Delivery Excellence
Define and drive coding, branching, testing, and release standards. Normalize pipelines, environments, and deployment strategies for web apps, services, and edge layers. Optimize systems and processes for fast, frequent, and safe releases.
Set high standards for work management and transparency via dashboards and reporting in Azure DevOps (ADO) with a focus on continuous improvement.
Team Management & Operations
Build and lead a high‑performing web development team across platform engineering, release engineering. and site reliability. Coach direct reports and evolve the org design as the platform matures.
Lead incident response, on‑call rotations, problem management, change governance, and post‑incident reviews. Define SLAs, capacity plans, and budget/forecast for infrastructure and tooling. Optimize cost while improving stability and speed.
Other duties as assigned
QUALIFICATIONS:
EDUCATION & CERTIFICATIONS
Bachelor's degree in computer science or equivalent experience required.
Certifications in Adobe Experience Manager, Adobe Analytics, Adobe Target and related applications highly desired.
REQUIRED TECHNICAL SKILLS
Adobe Experience Manager, Adobe Analytics, Adobe Target.
Front-end web development skills including JavaScript, CSS, and HTML.
Back-end web technologies including Apache and IIS web server maintenance.
PREFERRED EXPERIENCE
Cloud-native, edge-optimized web technologies such as EDS or Kubernetes.
Networking infrastructure technologies including CDN, WAF, and SSL certificate management.
Secure software development and OWASP infosec best practices.
WCAG standards for website accessibility.
Agile software development methodologies.
Digital marketing best practices and integrations with tools such as Marketo.
LEADERSHIP SKILLS
People manager experience required.
Experience building effective engineering teams highly desired.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $136,800 - $242,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Auto-ApplySage Intacct Customer Support Senior Associate
Remote
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you interested in joining one of the fastest growing professional services firms in the nation?
Are you excited to connect the world of finance and accounting with technology?
If yes, consider joining Baker Tilly US, LLP (BT) as a Sage Intacct Customer Support Senior Specialist! At BT your main responsibilities will include working directly with project customers, providing support for end users, and working directly with customers, internal consultants, and external vendors for solutions. The position will involve diagnosis, troubleshooting, provisioning, and escalation for issue resolution in the Sage Intacct environment.
As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. (This position is REMOTE.)
Does this describe you?
You want to work for a leading professional services firm whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
You want to grow professionally and develop your client service and technical skills to build a career with endless opportunities
now, for tomorrow
What you will do:
Be a trusted member of the engagement team and responsible for:
Reviewing, assigning and/or taking ownership of customer support tickets daily, responding promptly to customers once reviewed
Determining a course of action upon review of case tickets
Testing possible solutions in demonstration environments
Adding internal comments to variations of potential solutions and contact customers with possible solutions
Escalating issues without immediate resolution to internal management or Sage Intacct's customer support and/or engineering
Following up regularly on outstanding tickets
Delegating certain issues to the implementation or technical services team for highly configured instances of the software
Corresponding throughout issue resolution process in a timely manner
Other duties as assigned
Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
A bachelor's degree required, preferably in business administration, accounting, MIS or equivalent experience
Three (3)+ years' experience in the accounting or finance field with exposure to multiple ERP systems or in a software technical support environment working heavily with external customers, ideally in a financial or accounting software or application
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
Strong leadership, project management, organizational and analytical skills, initiative, adaptability
Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship
The compensation range for this role is $67,060 to $127,120. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Auto-ApplyTechnical Design Specialist - PT
Remote
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Due to the continued growth of our Consulting practice, we are currently recruiting Technical Design Specialist with HL7 experience to join our Digital Solutions Healthcare team. As a part of Baker Tilly Consulting, you will find that our global brand and entrepreneurial environment will give you the support you need to apply your industry and technical experience to build your career across a wide range of services to meet our client's most important needs. As a member of our team, you will also contribute to some of the most important activities in our firm which include operating and growing the business, serving the client, developing the best people, and shaping our culture.
Baker Tilly is providing integration services to a long-standing client that provides outpatient radiology and oncology services to health systems, hospitals, and physician groups across the country. We are leading efforts to enable the sharing of orders and results via HL7 messaging between our client and its customers. We are seeking Technical Design Specialists to work collaboratively with our project managers and interface developers to onboard our client's customers to their technical environment.
Lead, manage and conduct requirements gathering sessions with health systems, hospitals, and physician groups (“Providers”) for HL7 messaging for radiology and oncology orders and results.
Document requirements and processes utilizing flowcharts, process flow diagrams, process maps, etc.
Work directly with Providers' EHR vendors, when necessary, to further define the requirements and specifications for HL7 messaging.
Analyze documents and requirements, and then translate them into specifications for the interface developers.
Communicate requirements and specifications for the HL7 messaging to the interface developers. Work collaboratively with the Providers and the interface developers to refine and validate the interface specifications.
Once an HL7 interface is developed, lead and manage the interface testing process at the Provider site. Work collaboratively with the Provider to test interfaces and validate the data being shared.
Coordinate with client technical teams to map, migrate, and integrate client data.
Validate that the interfaces align with the Providers requirements:
Provide go-live support for new interfaces
Provide training to Provider technical staff
Identify issues that arise during go-live and communicate them to Providers and interface developers
Develop and implement fixes for issues that arise either independently or in collaboration with interface developers
Report regularly to project manager and provide project updates for each Provider assigned to Technical Design Specialist.
Adhere to project processes and documentation requirements as established by the project manager. Suggest enhancement or modifications to project artifacts that would expedite or better the onboarding process for Providers.
Serve as the primary point of contact between our client and their customers throughout the onboarding process.
Qualifications
Bachelor's degree in computer science, management information systems, healthcare information management, or related field. Or experience in lieu of degree.
Minimum of five (5) plus years of related experience; previous healthcare industry and consulting experience highly preferred.
As the primary point of contact between our client and their customer, the Technical Design Specialist must possess excellent verbal and written communication skills.
Experience with project management tools such as MS Project, JIRA, Smartsheet, etc.
Project management experience/training is a plus.
Demonstrate management, analytical, organization, interpersonal, project management, skills, and highly developed Microsoft Suite skills (Word, Excel) required.
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Project experience with HL7 interface development (e.g., requirements gathering, specifications development, testing, troubleshooting, deployment)
Ability to work remotely.
The compensation range for this role is $22.50 to $109.20. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Auto-ApplyPharmacy Benefit Manager (PBM) Market Regulation Consultant
Remote
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Pharmacy Benefit Manager (PBM) Market Regulation Compliance Consultant
Position is work from home (USA)
Risk & Regulatory Consulting, LLC
Specific Duties and Responsibilities:
Assess PBM compliance with state and federal laws. Understanding of the PBM operations in relation to the pharmaceutical supply chain is essential.
Evaluate PBM contracts with health plans and pharmacies to determine if they contain discriminatory or non-compliant provisions
Perform comparative reviews of MAC pricing lists/contracts
Conduct reimbursement methodology reviews, pharmacy audit reviews and network adequacy reviews
Validate and analyze the quarterly and annual data reports
Monitor PBM marketplace activities and trends
Document in writing findings and reports of examinations, as needed
Prepare and present training on such topics
Participate in practice development activities with state and federal state agencies
Requirements:
Must have 5+ years of PBM operational and/or compliance/internal audit experience and prior consulting experience in healthcare, managed care, or PBM industries and working knowledge of Pharmacy Benefit Managed Care business or PBM experience
Bachelor's Degree in Business, Risk Management, Accounting, Finance or applicable fields
Ability to interact effectively across department lines and with all levels of management
Must understand the fundamentals of the pharmaceutical supply chain, Maximum Allowable Cost (MAC) pricing, national average drug acquisition cost (NADAC) reimbursements, spread pricing, and pharmacy claims and balancing clinical, regulatory, pharmaceutical industry issues.
Proficient at using Microsoft Office (Word, Excel, Access, PowerPoint, and Outlook)
Effective written and oral communication skills
Regulatory experience is a plus
Strong analytical abilities and attention to detail
Self-directed and the ability to problem solve in a positive, productive manner
Strong communication skills, collaborative, adaptable to changing priorities and ability to execute on tight deadlines Strong team orientation and the ability to work with a variety of people
Must be comfortable doing presentations and conducting phone calls with multiple clients and team members
Travel as needed, minimal
Preferred
IRES Designation such as Certified Insurance Examiner, Accredited Insurance Examiner or Market Conduct Management or a certified PBM designation.
Risk & Regulatory Consulting, LLC (RRC) was formerly a business segment of RSM US LLP (formerly McGladrey) until 2012 when the separate legal entity was formed. RRC is a strategic business partner with RSM providing actuarial and insurance industry consulting services to RSM clients.
Risk & Regulatory Consulting, LLC (RRC) is a national, leading professional services firm dedicated to providing exceptional regulatory services to clients. With over 100 experienced insurance professionals located in 22 states, we believe RRC is uniquely positioned to serve state insurance departments. We offer services in the following regulatory areas: financial examinations, market conduct examinations, insolvency and receiverships, actuarial services and valuations, investment analysis, reinsurance expertise, market analysis and compliance, and special projects. We are a results oriented firm committed to success that builds long term relationships with our clients.
RRC is managed by eight partners and our practice includes full time professionals dedicated to our regulatory clients. We are focused on listening to your needs and designing customized examination, consulting, and training solutions that address your needs. We bring multiple service lines together to provide superior and seamless service to our clients. We are committed to training our customers and our team. We have developed various comprehensive in house training programs that have been tailored to meet the needs of our regulatory clients. We offer competitive pricing, outstanding experience, credentials and references. RRC is an active participant in the NAIC, SOFE, and IRES.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $69,800 - $132,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Auto-ApplySenior Associate, Risk Consulting Internal Audit (Trust/Wealth Management)
Chicago, IL jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
As a senior associate in RSM's growing trust/wealth management internal audit practice, you will have the opportunity to develop into a seasoned consultant through a high degree of client and trust/wealth management industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities.
In internal audit we frequently work as or alongside a client's internal audit function, the chief risk officer or risk function, and various other members of management tasked with managing risk. Our consultants assist our clients with identifying and prioritizing risk and leveraging process and controls to reduce risk exposure.
Key Responsibilities
Contributions to Firm Culture
Model the core RSM values of respect, integrity, teamwork, excellence and stewardship in all interactions with clients and team members
Maintain a positive attitude and a strong work ethic
Conduct yourself in a professional manner
Work collaboratively with others and show an interest in learning from more experienced team members developing less seasoned team members
Develop meaningful relationships with team members
Support RSM's goals around diversity and inclusion by nurturing an environment that understands individuality, promotes authenticity, and values varied perspective in arriving at solutions
Client Experience
Continue to grow your trust/wealth management industry knowledge and learn about clients that we serve in the middle market. Leverage your understanding to become your clients' trusted advisor.
Interact with client process owners and external stakeholders while executing your role
Demonstrate critical thinking skill in gathering and processing information about a client's business, strategy, culture, competitive positioning, and operations in order to assist with risk assessment
Prepare initial drafts and follow-ups on client request lists
Draft narratives and perform initial identification of controls
Conduct tests of the operating effectiveness of clients' internal controls using test plans or work programs that have been written by senior members of the team
Identify issues in the testing performed, such as deficiencies, observations, and recommendations
Understand the purpose and objectives of internal/external project status updates and provide relevant inputs
Proactively make oneself aware of white papers, webinars, and live events that are available to clients
Talent Experience
Challenge yourself to think creatively, strive for growth through development opportunities, and maximize results while working within a team environment
Proactively seek out opportunities to learn from team members, build a coaching/mentoring network and take advantage of training opportunities to continually expand skills and leadership capability
Maintain willingness to give and receive candid feedback in both written and verbal form. Commit to self-development in response to constructive feedback received
Support recruiting efforts by understanding and promoting the RSM brand
Business Development
Stay current on recent events pertaining to your respective clients and related industries
Participate in relevant industry associations and learning/development events to start building industry perspective and contacts
Build an internal network and become aware of other services provided by the firm
Position Qualifications
Bachelor's or Master's Degree
At least 3 years' experience working with the trust/wealth management industry as a practitioner or consultant
Qualified to pursue a job relevant certification (e.g., CIA, CFIRS)
Ability to travel to meet client needs and work collaboratively with others in-person and remotely
Openness to workday flexibility, agility, remote work environment, leveraging new tools
Effective communication skills, both verbally and in writing
Effective time management and prioritization skills
About RSM
RSM's vision is to be the first-choice advisor to middle market leaders globally. You will work directly with clients, key decision makers and business owners across various industries and geographies to deliver a top quality client experience. RSM is a diverse and inclusive place where you will work as part of a team while being valued as an individual, mentored as a future leader, and recognized for your accomplishments.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $77,700 - $146,900
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Auto-ApplySenior Analyst, Emerging HR Technology and AI Innovation
Remote
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
The Senior Analyst, Emerging HR Technology and AI Innovation will evaluate and shape the use of emerging technologies across the talent technology landscape and beyond. This includes Workday, ServiceNow, Cornerstone, and other platforms, as well as emerging areas such as AI, automation, and next-generation workforce tools.
This role is for someone passionate about technology, curious about what's next, and skilled at translating ideas into actionable recommendations. The senior analyst will lead pilots, evaluate vendors, and synthesize findings into clear recommendations that expand our technology offerings and elevate the employee experience. This role will partner closely with HRIS, integrations, and analytics teams, providing structured support and insights that enable those teams to act.
Key Responsibilities
Identify, pilot, and deploy AI-driven tools and agents to elevate the employee experience and unlock smarter, faster ways of working
Research vendor roadmaps, platform releases, and broader trends across Workday, ServiceNow, Cornerstone, and other platforms
Monitor vendor roadmaps and broader trends in AI, automation, and workforce tools
Evaluate unused or underutilized functionality, recommend activation, and assess business impact
Partner with stakeholders to align emerging tech opportunities with business needs and priorities
Lead proof of concepts and pilots, coordinating stakeholders and documenting business outcomes
Evaluate new tools and vendors, preparing structured recommendations on fit, value, and trade-offs
Translate findings into executive-ready cases, presentations, and documentation that inform decision-making
Synthesize insights into strategic narratives, tying emerging tech to organizational priorities
Maintain and update a portfolio of opportunities, pilots, and outcomes
Share insights across Talent Technology and stakeholders to build readiness for adoption
Pursue ongoing learning and exploration in emerging technologies, with the ability to guide others
Qualifications
3 to 6 years of experience in Talent Technology, HR Operations, or related HR systems/project work
Bachelor's degree in HR, Business, Project Management, CS/MIS, or related field required; Master's degree a plus
Demonstrated curiosity and passion for technology, with the ability to connect emerging tech to business needs
Familiarity with Workday or other enterprise HCM platforms; broader knowledge of HR systems landscape preferred
Strong communication skills with experience presenting to technical and non-technical audiences
Ability to lead pilots, vendor evaluations, or small projects, and deliver executive-ready recommendations, presentations, and documentation
Self-starter with the ability to manage competing priorities and operate with greater independence
Receptive to feedback, adaptable, and able to influence outcomes in a fast-paced environment
Resourceful and able to operate with limited guidance while supporting leadership decisions
You'll Love This Role If
You thrive at the intersection of HR, technology, and AI
You move ideas from concept to execution and see pilots through to adoption
You stay curious about what's next in tech and look for ways to make it real
You connect systems, data, and people to create solutions that work at scale
You care less about maintaining what exists and more about building what's next
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $95,400 - $163,900
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Auto-ApplyWorkday Systems Manager, Talent and Performance
Remote
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
The Workday Systems Manager is a pivotal role that serves as a a key SME on the HR Technology team. This role is essential for connecting HR Centers of Excellence (COEs) with the HR Talent Technology team, acting as a Workday Functional expert and solution architect. The manager is responsible for leading prioritization, gathering requirements, configuring systems, managing change, and achieving strategic HR objectives through technology and data.
They will coordinate cross-functional teams across both short-term and long-term projects to optimize Workday configuration, integrate 3rd party tools, and empower HR teams with the necessary tools and resources for performance and transformation. As a consultant, the Workday Systems Manager will review configurations and business processes to identify gaps and recommend solutions that align with enterprise architecture and evolve appropriately, using business acuity, user experience data, customer feedback, and technical expertise to drive the optimized performance of Workday for a portfolio of HR teams.
ESSENTIAL DUTIES
• Workday Systems Manager will operate as a player/coach, taking on the dual responsibilities of a leader and an individual contributor.
• Initiate and lead conversations with teams, clients and stakeholders to build trust. Navigate the complexities of cross-border teams / and or diverse teams and engagement
• Be a strategic design thinker using design thinking principals. Help take RSM to the next level in technology by representing RSM by being a Workday's Design Partner influencing and testing Workday design to early adopters.
• Contributes technical knowledge of Workday and specifically areas of COE partnerships. Anticipate Stakeholder needs and develop solutions before stakeholder even realizes they are required.
• Successful prioritization of large-scale COE-Workday projects, both within the COE and across COEs, aligned to overall HR strategy. Effective prioritization of work on ad hoc requests, logged defects, needed reports, and security/access tickets.
• Optimized configuration and smooth operation of Workday, within assigned modules. Expert analysis of configuration in comparison to desired functionality, with diagnosed gaps, roadblocks, and inefficiencies.
• Provides clear and detailed documentation of functional requirements, creation of project plans, management of testing plans, organizational change and socialization initiatives.
• Familiarizes themselves with upcoming Workday release functionality and explores ways to utilize new features that will add efficiencies to the COEs they support.
• Other duties as assigned
EDUCATION/CERTIFICATIONS
• Bachelor's Degree
TECHNICAL/SOFT SKILLS
• Demonstrates intimate abilities and/or a proven record of success in Workday and PeopleSoft
• Ability to translate functional requirements to technical language and vice versa. Experience facilitating discussions to bring technical and functional groups to consensus and common understanding.
• Ability to think globally about a process impact, but also be able to manage relevant detail
• A need to get things done, a proven drive, ownership, and accountability; organization and project management skills
• Strong “storytelling” skills with ability to demonstrate, influence and negotiate
• Resourcefulness and a knack for navigating challenges independently; the ability to handle conflict and difficult partners, strong prioritization skills, and excellent customer-service orientation
EXPERIENCE
• Extensive experience in one or more HR subject areas (e.g. Performance, Talent, Compensation, Time and Attendance, Core HR, etc.) to provide expertise and context on functional standard methodologies
• Proven experience in Workday system configuration, at least at a Functional Admin level, in order to advise partners on Workday capabilities, limitations, and delivered functionality
• Experience solving configuration and integration issues through root-cause analysis, deep understanding of cross-stream and down-stream impacts, and independent testing
LEADERSHIP SKILLS
• Fostering a collaborative environment where technology and people synergize to achieve more than they could individually, while ensuring inclusivity and valuing all contributions
Building partnerships by acting as a liaison to foster understanding and collaboration between business clients and team members.
• Strategic thinking and planning to guide the team towards success, with a focus on growth, learning, and integrity.
• Effective communication to articulate vision and strategies, and to inspire and build trust among team members and stakeholders.
• Persuasion and influencing to guide the team towards common goals.
• Decision-making to navigate complex situations and make informed choices.
• Negotiation to resolve conflicts and reach beneficial agreements
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $120,000 - $205,200
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Auto-ApplyExperienced Associate - Financial Services Risk and Controls Consulting
New York, NY jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
The Position
As an experienced associate in RSM's growing Risk Consulting Practice, you will have the opportunity to develop into a seasoned consultant through a high degree of client and financial services industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities.
In this role, you may be asked to demonstrate a willingness and ability to:
Learn about the financial services industry and clients that we serve in the middle market and leverage your understanding to become your clients' trusted advisor
Interact with client process owners and external stakeholders while executing your role
Demonstrate critical thinking skill in gathering and processing information about a client's business, strategy, culture, competitive positioning, and operations in order to assist with risk assessment
Prepare initial drafts and follow-ups on client request lists
Draft narratives or flowcharts and perform initial identification of controls
Conduct tests of the operating effectiveness of clients' internal controls using test plans or work programs that have been written by senior members of the team
Identify issues in the testing performed, such as deficiencies, observations, and recommendations
Understand the purpose and objectives of internal/external project status updates and provide relevant inputs
Proactively make oneself aware of white papers, webinars, and live events that are available to clients
Position Qualifications
Bachelor's or Master's Degree in Accounting or related business discipline
Ability to travel to meet client needs and work collaboratively with others in-person and remotely
Openness to workday flexibility, agility, remote work environment, leveraging new tools
Effective communication skills, both verbally and in writing
Effective time management and prioritization skills
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $66,100 - $109,500
Auto-ApplySolution Architect Leader (Managing Director)
Remote
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Solution Architect Leader
The Solution Architect Leader is a strategic and operational leader responsible for architecting and driving the technical eco-system and solutions of the firm. This leader drives the architectural vision, design governance, and technology strategy for digital solutions that power the firm's operations. This role leads a team of solution architects within an Agile SAFe delivery environment, ensuring that architecture supports continuous delivery, scalability, and business agility. The leader partners closely with Digital Leaders and other business executives, along with digital solutions team members including Portfolio Delivery Leaders to ensure the solutions architects are designing solutions that are strategic, sustainable, and value driven.
ESSENTIAL DUTIES:
Leadership Responsibilities
Provide visionary leadership to a team of solution architects, cultivating a culture of excellence, innovation, and accountability.
Establish and champion a robust community of practice, facilitating the exchange of architectural patterns, best practices, and emerging innovations across cross-functional teams.
Collaborate proactively with delivery and resource management leaders to optimize team capacity, capability planning, and resource allocation.
Exemplify lean-agile leadership, fostering an environment that values experimentation, transparency, and continuous improvement
Strategic & Agile Leadership
Align solution architecture strategies with the organization's long-term business objectives, ensuring that technical roadmaps are synchronized with evolving business priorities
Lead and govern architectural decision-making processes, ensuring consistency, scalability, and alignment with enterprise standards.
Facilitate and lead architecture governance forums, balancing intentional design with emergent innovation to drive sustainable business value.
Develop and maintain a robust architectural runway, enabling the rapid deployment of future features and capabilities while minimizing technical debt.
Architecture & Design Excellence
Direct and oversee comprehensive solution design initiatives, ensuring seamless alignment with enterprise architecture principles and standards.
Ensure the creation, maintenance, and accessibility of high-quality architecture artifacts, including solution intents, non-functional requirements, enablers, and reusable design patterns.
Drive the adoption of DevOps practices and continuous delivery pipelines, leveraging modular, API-first, and cloud-native architectures to enhance scalability and agility.
Champion enterprise-wide integration and data-driven design, utilizing APIs, microservices, and event-driven architectures to enable robust, scalable, and secure solutions.
Operational & Delivery Alignment
Foster seamless collaboration between solution architects, product management, release train engineers, and delivery teams to ensure architectural alignment with program increments and business objectives.
Lead and actively participate in PI Planning sessions, articulating architectural vision, identifying critical enablers, and supporting effective backlog prioritization.
Ensure architectural practices are fully aligned with SAFe principles, promoting flow, cadence, synchronization, and continuous feedback for optimal delivery efficiency.
Establish and monitor key architectural performance indicators (KPIs), including runway health, solution alignment, delivery velocity, and technical debt reduction, to drive continuous improvement and value realization.
Other Duties as Assigned
QUALIFICATIONS:
EDUCATION
Bachelor's degree in computer science, Engineering, or related discipline.
TECHNICAL SKILLS
Demonstrated mastery of cloud platforms (e.g., Azure), API management frameworks, and advanced data architecture principles.
In-depth understanding of Agile and SAFe methodologies, including solution intent, architectural enablers, system architect roles, and the development of architectural runway.
Proficiency in leading architecture within recognized frameworks (TOGAF, SAFe, Zachman) and applying Agile delivery best practices
Comprehensive knowledge of cybersecurity, regulatory compliance, and governance requirements for enterprise-scale digital solutions.
SPECIAL REQUIREMENTS SPECIFIC TO JOB
Strategic thinker able to align technology and architecture with measurable business outcomes
Skilled communicator and influencer, capable of bridging business, product, and technology perspectives.
Collaborative mindset with a commitment to continuous learning, lean thinking and incremental improvement
Proven success aligning architecture runway with product, program and portfolio objectives
Proven success in reducing architecture bottlenecks
Demonstrated maturity of architecture through measurable SAFe adoption metrics and architectural governance outcomes
EXPERIENCE
Minimum of 12 years of progressive architecture experience, including 5+ years in architecture leadership roles.
Proven success implementing or operating within a Scaled Agile or lean portfolio management environment
Experience leading architecture for complex, enterprise-scale digital transformations in professional services or similar industries
Expert at stakeholder management
MANAGEMENT
Strong people leader - able to coach, inspire and develop technical talent in an agile environment
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $260,000 - $492,300
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Auto-ApplyManager, Government Risk Consulting
Dallas, TX jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
As a Manager in RSM's growing State and Local Government Process Risk and Controls Practice, you will have the opportunity to draw from your experience and knowledge while continuing to grow your leadership skills through a high degree of client and industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities.
In the Process Risk and Controls Practice we frequently work as or alongside state or local government client's internal audit function, the chief risk officer or risk function and various other members of management tasked with managing risk. Our advisors help our clients with identifying and prioritizing risk and leveraging process and controls to reduce risk exposure for the public.
Key Responsibilities
Contributions to Firm Culture
Model the core RSM values of respect, integrity, teamwork, excellence and stewardship in all interactions with clients and team members
Be open to new ideas and challenges, and help foster a culture that encourages people to ask questions, seek diverse perspectives, and challenge those around you
Develop executive presence through interactions with management within RSM and our clients
Develop meaningful relationships with client personnel and colleagues
Support RSM's goals around diversity and inclusion by nurturing an environment that understands individuality, promotes authenticity, and values varied perspective in arriving at solutions
Client Experience
Leverage understanding of public sector industry trends and business acumen to think critically about complex challenges and propose dynamic solutions
Develop and implement operational procedures to monitor Grant Administration effectiveness in compliance with all requirements
Monitor and review federal and state regulations that stipulate specifications for required policies and procedures related to reporting for grant funds.
Identify current and relevant industry thought leadership to share with the client
Own management level relationships, and interact with elected leaders, directors, and agency heads
Independently implements and coaches associates on foundational industry policies, procedures, and work-programs
Owns process level client relationships and collaboration with external stakeholders
Prepare/Review initial drafts and follow-ups on client request lists
Participate in risk assessment management interviews. Update risk assessment models and complete initial draft of identified risks
Prepare and conduct tests of the operating effectiveness of clients' internal controls
Draft test plans or work programs for review by senior members of the team
Create/review narratives or flowcharts for a process. Identify and review all risks and controls for a process as needed
Perform first level review of staff work for accuracy, completeness, and well-reasoned conclusions
Manage budgets and provide accurate analysis of estimates to complete to engagement leader
Review and complete status documents for client delivery
Prepares initial draft of reports
Develop the ability to support multiple client projects simultaneously, while actively contributing to other firm initiatives
Talent Experience
Encourage colleagues to think creatively, strive for growth through development opportunities, and maximize results while working within a team environment
Manage, motivate, and mentor teams to cultivate an environment where team member capabilities are optimized and expanded
Recruit, develop, and inspire future leaders of the firm through mentorship that focuses on understanding the potential and aspirations of the workforce
Maintain willingness to give and receive candid feedback in both written and verbal form; Commit to self-development in response to constructive feedback received
Business Development
Participate in relevant state and local government associations and events to develop and/or maintain industry focus and relationships
Build, maintain, and utilize your internal network to address issues timely and add value to client relationships; begin cultivating an external network with the goal of generating new business opportunities for the firm
Assist in writing, developing and delivering thought leadership internally and externally
Communicate effectively with prospects, assess needs, and develop clear and accurate project parameters including scoping descriptions, delivery plans, and budgets
Contribute to pursuits through development of proposals and other materials
Position Qualifications
Bachelor's or Master's Degree in business, accounting or related discipline
Minimum of 5 years of experience in audit, internal audit or related internal control positions
Experience leading project based work with milestones and workflow driven by objectives and defined timelines
Working knowledge and demonstrated understanding of funding regulations and compliance requirements including, but not limited to, 2 CFR 200 (Uniform Guidance) and 45 CFR 75
Experience interpreting technical, legal, and regulatory requirements
Experience providing pre and post-award subrecipient monitoring over compliance with federal grant awards
Proficiency in professional writing, spreadsheet, and presentation creation tools
Job relevant certification
Ability to travel to meet client needs and work collaboratively with others in-person and remotely
Openness to workday flexibility, agility, remote work environment, leveraging new tools
Effective communication skills, both verbally and in writing
Effective time management and prioritization skills
Established experience in multiple industries or subject-matter expertise in one specific industry
Demonstrated success in high pressure scenarios
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $101,000 - $203,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Auto-ApplySupervising Financial Analyst
Remote
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Supervising Financial Analyst
Risk & Regulatory Consulting, LLC
(Regulatory Insurance)
Work from home- US location
Position Overview
The Supervising Financial Analyst will primarily perform financial analysis and regulatory consulting services on behalf of Risk & Regulatory Consulting LLC (RRC) clients, mainly state insurance departments. This position has significant opportunity for advancement as well as personal and professional growth.
Specific Duties and Responsibilities
Perform risk-focused financial analysis to assess insurer financial condition and compliance with laws and regulations
Perform holding company system analysis and other group-supervision services
Review insurer regulatory filings, including requests to approve acquisitions, transactions, dividends and restructurings
Review company licensing and expansion applications
Assist in responding to troubled-company situations
Recommend actions to help enhance insurer solvency and ensure compliance with laws and regulations
Prepare clear, complete, concise, and informative documents and reports
Oversee the quality and consistency of the analytical review process, ensuring appropriate depth of analysis, thorough documentation, and timely resolution of identified issues.
Evaluate and validate conclusions regarding insurer priority levels, recommending adjustments as necessary to ensure alignment with regulatory expectations and risk assessments.
Assess determinations of insurer compliance with applicable state laws, regulations, and NAIC standards, ensuring accuracy and completeness.
Lead, mentor, and support RRC and client financial analysts, fostering professional development and promoting a culture of continuous improvement.
Maintain and expand expertise in insurance regulatory matters, including statutory accounting principles, insurance laws and regulations, and evolving regulatory best practices.
Required Background and Experience
Bachelor's Degree in Accounting or Finance; MBA or other relevant advanced degree preferred
Minimum of 7-10+ years relevant experience as a financial analyst, accountant, auditor or examiner with a state insurance department, regulatory insurance consulting firm, public accounting firm or insurance company
Insurance industry or regulatory experience is a must
Dynamic/flexible demeanor with exceptional client-service skills
Strong interpersonal, presentation, analytical and analysis skills
Self-motivation, ability to work well independently and with a sense of urgency
Team building and development skills
Strong ethical behavior and adherence to professional standards
Excellent organizational skills and the ability to effectively manage multiple tasks, projects and assignments
Strong PC skills, including experience in MS Office
Strong written and verbal communication skills
Ability to routinely work from home, with the flexibility to travel periodically
Strong commitment to staff development through effective coaching, guidance, and performance oversight.
Ability to provide clear and consistent supervision to staff analysts, ensuring timely and high-quality completion of work.
Ability to review and evaluate the work of others with a critical eye, constructively challenging conclusions and offering actionable feedback.
Preferred Background and Experience
Professional designation (Accredited Financial Examiner (AFE), Certified Financial Examiner (CFE) or Certified Public Accountant (CPA))
Experience using TeamMate
Risk & Regulatory Consulting, LLC (RRC) was formerly a business segment of RSM US LLP (formerly McGladrey) until 2012 when the separate legal entity was formed. RRC is a strategic business partner with RSM providing actuarial and insurance industry consulting services to RSM clients.
Risk & Regulatory Consulting, LLC (RRC) is a national, leading professional services firm dedicated to providing exceptional regulatory services to clients. With over 120 experienced insurance professionals located in 22 states, we believe RRC is uniquely positioned to serve state insurance departments. We offer services in the following regulatory areas: financial examinations, market conduct examinations, insolvency and receiverships, actuarial services and valuations, investment analysis, reinsurance expertise, market analysis and compliance, and special projects. We are a results oriented firm committed to success that builds long term relationships with our clients.
RRC is managed by seven partners and our practice includes full time professionals dedicated to our regulatory clients. We are focused on listening to your needs and designing customized examination, consulting, and training solutions that address your needs. We bring multiple service lines together to provide superior and seamless service to our clients. We are committed to training our customers and our team. We have developed various comprehensive in house training programs that have been tailored to meet the needs of our regulatory clients. We offer competitive pricing, outstanding experience, credentials and references. RRC is an active participant in the NAIC, SOFE, and IRES.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $81,400 - $153,500
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Auto-ApplyTemporary, Tax Assistant
Remote
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
This position is temporary beginning in January and ending May 2026.
As a Tax Assistant, you will provide tax support and advice over video, phone, and chat, helping customers work on returns through designated software. You are not preparing or filing returns directly. You'll be able to leverage your knowledge and skills to ensure an excellent customer experience using your expertise in tax preparation, technology troubleshooting, and resolving tax issues.
You will enjoy this role if:
You are friendly and reassuring, passionate about customer service and problem resolution, and are comfortable interacting over video and chat (Dedicated hardwired internet connection required)
You are an exceptional communicator and enjoy translating complex tax terminology into a language customers can easily understand
You have technology experience and are comfortable researching tax topics using online tools
What you will do:
Provide individualized troubleshooting, tax advice, and preparation assistance through video-enabled software and chat support by utilizing defined practices, procedures, and company policies
Deliver accurate tax advice to customers in easy-to-understand terms by utilizing recommended research materials, professional resources, and team support
Assist customers in gathering, organizing, and entering data through the designated software platform for federal and state tax returns
Analyze and research a variety of tax matters to determine an appropriate course of action for customers
Review Customer Callback and Tax Accuracy lists and schedule applicable return calls to provide additional clarification and support as needed
The successful candidate will have:
Minimum of three (3) seasons of tax preparation experience, with a minimum of 30 tax returns prepared each year
PTIN is required (can be obtained online) and one of the following credentials: EA, CPA or JD
Prior tax preparation experience in a tax practice or retail setting
College degree a plus, but not required
Knowledge of tax laws, tax concepts and familiarity with the form 1040 and all schedules
Willingness to utilize audio/visual tools to communicate with customers
Strong problem solving and research skills, and the ability to quickly use online resources to find answers
Well-developed technical troubleshooting skills
Auto-Apply