RubinBrown jobs - 132 jobs

Founded in 1952, RubinBrown LLP is one of the nation's leading accounting and professional consulting firms. The RubinBrown name and reputation are synonymous with experience, integrity and value. RubinBrown redefines the full-service experience by combining technical and industry expertise with a commitment to personal and high-level relationships. *************************** General Description The objective of the internship is to introduce the intern to the field of public accounting and to provide a dynamic, challenging and fun experience. The intern will be provided with an introductory orientation to the firm. This orientation includes administrative and professional matters. Each intern will be assigned a Career Advocate, who will assist the intern in building a set of personalized goals and objectives for the internship. Other training will include extensive use of information technology, including use of the firm's accounting and audit networks. Major Responsibilities * Direct communication with clients and staff * Client work in the office and at clients' offices * Each intern will be treated as a full time team member and will be expected to maintain a full time schedule for a period of eight weeks or more * Audit testing and procedures on selected key engagement areas * Insight to the audit risk assessment and analysis process * Gather and analyze industry and comparable company research from public documents * Prepare written reports which present company background, financial review, economic and industry outlook * Create and maintain workpaper documentation for client engagements * Other duties as assigned Preferred Experience/Background/Skills * Junior or Senior Status * Introductory level accounting courses * Prior completion of Auditing or Tax class is preferred * Proficient in Microsoft Office - Word, Excel, and PowerPoint One Firm To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. EEO Employer W/M/Vet/Disabled

#LI-TW1 #LI-Hybrid CBIZ Network Solutions delivers onsite technical support to Edward Jones home and branch offices across the U.S. and Canada. As a trusted Edward Jones partner, we prioritize exceptional customer service while troubleshooting and repairing computers, printers, telephones, and other technical components. Additionally, our team supports Edward Jones with project coordination, process management, and software solutions whenever needed. About the role CBIZ is currently seeking an IMAC Specialist to join our team in the Maryland Heights, MO office. This position is responsible for coordinating and supporting Installation, Move, Add and Change (IMAC) activities for client locations. Essential Functions & Primary Duties * Manage the timeline for installation or changes to technology in client locations. * Follow established procedures to deliver high-quality service and support. * Accept incoming calls from the Automatic Call Distribution Line and provide accurate answers to queries. * Oversee the installation of circuit upgrades and manage fallout processes. * Track and coordinate the installation, removal, and relocation of phone lines and electronic equipment (e.g., terminals, monitors, fax machines, printers) within existing branch offices. * Communicate verbally and in writing to vendors and throughout all levels of the organization regarding office equipment, voice and data services. * Place and manage orders for additional technology services and features with local vendors. * Effectively update tickets and communicate the status of dates of all assigned orders in a timely manner. * Monitor and review daily deliverables to ensure branch satisfaction and timely completion. * Coordinate the installation of phone lines, data circuits, equipment, and furniture. * Manage data circuit installations and disconnects for branch offices. * Maintain effective relationships with vendors, internal CBIZ teams, and Edward Jones departments to ensure successful project execution. * Place orders, track and manage disconnects for IGBN circuits. Preferred Qualifications * 1-2 years of experience in a technical support or project coordination role. * Proficient in Microsoft Office Suite and internet-based applications. * Basic understanding of branch hardware, software, and operating systems. * Strong troubleshooting and problem-solving skills. * Solid math aptitude and analytical thinking. * Ability to manage multiple priorities and meet deadlines. * Excellent customer service skills with the ability to handle issues professionally and patiently. * Strong written and verbal communication skills. * High attention to detail and task orientation. Minimum Qualifications: * Associate's degree in information technology or related field, or equivalent work experience

#LI-HS1 #LI-Hybrid Minimum Qualifications Required Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred 2 years of experience in public accounting or related field CPA candidates preferred Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Proficient use of applicable technology Must be able to travel based on client and business needs Essential Functions and Primary Duties Complete all aspects of accounting, tax and audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required Demonstrate understanding of the client's business including analysis and planning of client engagements Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed Achieve charge hour goals Review associates' accounting, tax or auditing work: provide constructive review points May supervise associates on engagements Train and mentor associate staff May be involved in the client billing process by assisting Managers or Directors Identify and begin to develop knowledge in selected specialty practice Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements Participate in practice development activities such as: membership in qualified organizations capable of referring potential engagements Execute administrative duties as assigned Additional responsibilities as assigned

#LI-KW1 #LI-Hybrid Responsibilities Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients Develop a Personal Development Plan annually outlining personal and professional goals for upcoming year Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates, and CBIZ marketing sources Document activity, notes, and prospect data in appropriate CBIZ systems Develop and present recommendations to clients based upon consultative selling approach Appropriately close for new business, documenting won and lost opportunities and reasons Seamlessly transition sold clients to designated client service team Serve as client's valued advisor; building a strategic and personal relationship with key client decision makers As appropriate, work with client service team to serve client and retain business Communicate with leadership, providing field input on market trends, competitor analysis, and other business intelligence Identify, initiate, and support cross serving leads to other CBIZ business developers Responsible for meeting annual sales goals if applicable to position Additional responsibilities as assigned Preferred Qualifications Bachelor's Degree Property & Casualty license Qualifications Minimum Qualifications High School Diploma or GED equivalent Some relevant industry experience Must obtain required licenses/credentials Superior command of verbal, written, presentation, and negotiation skills Proficient use of applicable technology Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally Must be able to travel based on client and business needs

#LI-MM2 #LI-Hybrid body { font-family: Arial, sans-serif; line-height: 1.6; padding: 20px; } strong { font-weight: bold; color: black; } ul, ol { margin-left: 20px; } Minimum Qualifications The successful candidate will be credentialed in applicable areas of expertise (i.e. law, accounting, tax, product/services) with at least ten years of relevant experience in the field or industry. Must have strengths in leadership and management from a strategic perspective. Excellent verbal and written communication skills, collaborative with internal groups to reach workable solutions, able to anticipate problems, creatively assess alternatives and manage conflicts. Essential Functions and Primary Duties Manage and work to resolve known, and E&O claims, litigation and regulatory matters. Investigate potential claims, conduct interviews, gather documents, and manage outside counsel when necessary. Provide guidance to internal business clients on legal and risk management issues including training and solutions. Proficiency in drafting and reviewing contracts in multiple areas. Lead, mentor, and develop member of the legal, risk, and compliance team, fostering a culture of accountability, collaboration, and continuous improvement. Oversee workload management, set priorities, and allocate resources to ensure timely and effective resolution of complex legal and risk matters. Provide coaching and professional development opportunities to build team expertise in insurance, litigation, and regulatory compliance. Collaborate with cross-functional leaders and departments to proactively identify potential risk and develop strategies to mitigate them. Work collaboratively with business transformation and IT teams to automate and drive efficiency in compliance and regulatory processes. Understand and stay ahead of innovations and market trends related to delivering compliance materials, leveraging emerging tools and best practices to enhance client experience and compliance effectiveness. Reinforce the ethical standards of the company and model integrity and compliance in all actions. Preferred Qualifications Must possess a Juris Doctorate degree. A minimum of 15 years of business and/or employment litigation experience A minimum of 15 years of experience in the areas of insurance (Departments of Insurance, Insurance Regulators, 50-state licensing and general insurance and regulatory compliance matters) Deep understanding and experience with insurance companies (employee benefits, property & casualty, and retirement) Counseling and litigation experience with employment law (Title VII, wage/hour, etc.), restrictive covenant and non-disclosure of confidential information obligations and trade secret matters Background in professional services, malpractice claims, accounting or insurance broker malpractice is a plus. Proven track record of representing clients on matters in multiple states. Skilled in consulting with human resources professionals on employment matters. Demonstrated ability to represent clients before federal or state regulatory bodies. Proficient at consulting on risk management matters related to M&A, insurance, and data privacy. Familiarity with the unique issues faced by public companies; significant representation of public companies is a plus. Capable of working independently and managing numerous complex legal issues simultaneously with minimum supervision. Effective in communicating with management, corporate and support staff, field personnel, attorneys, witnesses, and experts. Demonstrated commitment to delivering exceptional service to internal business clients. Sound business judgment applied effectively within a legal context. Proven leadership and team management capabilities, including direct experience overseeing teams. Strong legal research skills Clear and effective written and verbal communication. Comfortable with presenting to a range of audiences. Law license in good standing The ideal candidate will hold relevant credentials in areas such as insurance, law, accounting, tax, or related products and services, and bring at least 15 years of industry experience. Strong strategic leadership and management capabilities are essential. Excellent verbal and written communication skills, collaborative with internal groups to reach workable solutions, able to anticipate problems, creatively assess alternatives and manage conflicts.

#LI-TW1 #LI-Hybrid About the Role Field Service Technicians support Edward Jones branch offices, vendor sites, and home FA locations within their assigned territory. Field Service Technicians are responsible for installing, upgrading, and maintaining both primary and backup branch connectivity, as well as site infrastructure, including network hardware, computers, telephones, printers, and cabling. They manage maintenance, IMAC (Install, Move, Add, Change) tasks, and various projects while ensuring compliance with SLAs, rollout schedules, and deadlines. Field Service Technicians must remain adept with evolving technologies and provide client training on newly implemented systems. Travel Requirement This position supports the Kansas City, MO territory and requires regular travel up to 3 hours in one direction to Edward Jones branch locations within the assigned region. You will drive a company-provided vehicle to complete on-site service calls throughout your territory. Although the role is tied to the firm's headquarters in Maryland Heights, MO, you will not be required to travel there, except for one week of technical training shortly after your start date. This position is listed as Hybrid (Kansas City, MO), but day-to-day work is primarily in the field within your designated territory. Essential Functions and Primary Duties * Work independently to efficiently and effectively complete. maintenance, project, and IMAC calls within deadlines. * Provide backup coverage for neighboring service areas when needed. * Monitor and manage the ticket queue, assuming ownership of tickets in assigned area and following up to resolution in accordance with SLAs. * Schedule ETA (Estimated Time of Arrival) commitments in alignment with client preferences, ensuring safe and timely arrival. * Perform ticket updates, including entering relevant dates, times, resolution codes, hardware usage, and other pertinent details. * Maintain compliance with Asset Management duties, including timely asset transactions, proper equipment packaging, and up-to-date shipping logs. * Provide timely technical support to clients with minimal disruption to their daily operations. * Maintain a current inventory of required parts and tools, ensuring they are readily available for client visits. * Stay familiar with documentation, and tools necessary for on-site and remote repairs. * Schedule and have maintenance completed for company vehicles per manufacturer and CBIZ Network Solutions specifications. * Troubleshoot, repair, and upgrade voice, data, and AV hardware, including network equipment, desktop terminals, monitors, printers, telephony devices, and cabling. * Operate a company vehicle for transportation to and from work assignments. * Deliver excellent customer service, fostering trust and confidence in your technical expertise. * Participate in additional projects and related work as needed. * Carry and respond to a company-issued cellphone for on-call support as required. Preferred Qualifications * Capable of reading and reviewing information on computer monitors for prolonged durations. * Maintain reliable high-speed internet access for work-related tasks. * Ensure a clean and safe environment for equipment repairs as needed. * Reside within the assigned territory to meet operational requirements. * Physically able to engage in extended periods of walking, sitting, and standing as required. * Perform physical activities such as bending, squatting, crawling, climbing, twisting, kneeling, and reaching at ground level and overhead. * Ability to hold and grip objects securely for extended periods. * Strong problem-solving abilities with keen attention to detail. * Effective communication skills for both technical and non-technical audiences. * Excellent time management and organizational skills to manage multiple tasks efficiently. * Ability to work independently and collaboratively as part of a team. * Physical ability to lift and transport equipment and perform tasks in various environments, including confined spaces. Minimum Qualifications * Associate's degree from accredited college or technical school OR two or more years IT and/or field service experience * Able to use all related computer hardware and software * Able to use job related tools * Able to safely use step ladder * Able to lift and/or move up to 100+ pounds of equipment * Possess a valid driver's license in the employee's state of residence, allowing legal operation of a company vehicle * Provide documentation verifying a minimum age of 21 to meet company car insurance requirements * Maintain residence in assigned territory

#LI-HS #LI-Hybrid Minimum Qualifications Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred At least 3 years of experience in public accounting or related field 1 year supervisory experience preferred CPA candidates preferred Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Proficient use of applicable technology Must be able to travel based on client and business needs Essential Functions and Primary Duties Supervise all aspects of accounting, tax or audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required Develop a thorough understanding of the client's business, contributing to the analysis and planning of client engagements Adhere to engagement budget constraints and complete assigned tasks within the time requested, and explain variances when needed Achieve charge hour goals Review engagement team members accounting, tax or auditing work: provide constructive review points Supervise and guide team members on engagements, fostering a collaborative and productive work environment Train and mentor engagement team members, supporting their technical and professional development Assist in the client billing process with Managers, Directors or Managing Directors Identify an industry or area of specialization and develop skills, knowledge and expertise in that area Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements Participate in practice development activities, such as membership in qualified organizations, capable of referring potential engagements Execute administrative duties as assigned Additional responsibilities as assigned

#LI-CM #LI-hybrid Responsibilities The Human Resources Director is a client-facing leadership position that is responsible for performing full scope human resources services and overseeing the successful management of engagements. These services may include managing client engagement, obtaining and retaining clients, supervising and developing staff, and enhancing the overall processes and procedures of the HR Services team. Essential Functions and Primary Duties Manages the client relationship by overseeing key client functions and client transitions, ensuring the integration and efficient operation of the HR and/or Payroll functions Markets Human Resources Services to potential clients, which may include drafting Request for proposals (RFPs), scopes of work, or presenting service options directly to prospects Serves as a contact for escalated or complex HR and Payroll matters; problem-solves and identifies/provides resources to address client-related matters Oversees the fiscal management of client engagements by monitoring metrics, reporting regularly, preparing monthly client billing, and updating engagement rates Represents the HR Services team at firm events and meetings as required Performs work in and has an advanced level understanding of compliance with applicable federal and state employment regulations and laws, and company policies Serves as a subject matter expert in HR to anticipate client needs; assess effectiveness and eliminate client issues Oversees associates on client engagements, providing support, guidance, and feedback Oversees client engagements, ensuring proper staffing, budgeting, accounts receivable, and adherence to the scope of work Facilitates engagement management by maintaining awareness of client budget, team efficiencies, and effective delegation of client responsibilities to the proper team member May lead or provide oversight on client projects such as handbooks, audits, assessments, and compensation studies Reviews for accuracy and processes client payrolls as needed, using third-party payroll platforms Ensures payrolls are effectively processed according to HR Services standards: Collects and reviews time, attendance, and leave information (applicable to DC team members only) Maintains payroll-related information and inputs into the payroll system (e.g., separations, tax exemptions, and misc. changes) Previews payroll changes prior to transmitting payroll Process retirement, FSA, and HSA remittances (as applicable) in applicable platforms Serves as the first point of contact for employee and client payroll-related questions Ensures accuracy of all payroll-related data (e.g., benefits, retirement, tax, etc.) Handles complex payroll situations with payroll providers, state agencies, employees, and client contacts Conducts quarterly and annual reviews of payroll information and ensures no adjustments need to be made Has a proficient understanding of payroll laws and regulations Reviews and approves payroll for submission Reviews and approves retirement for submission Oversees the effective administration of benefits: Processes and reports new hire enrollments, terminations, and changes Ensures compliance with COBRA and HIPAA guidelines Manage leave administration under disability plans, state, and federal leave guidelines Review, process, and resolve any issues regarding benefit bill reconciliation Assist employees with benefits-related questions and liaise between employees and the benefits broker/ insurance carriers Manage annual benefit renewal activities Utilizes knowledge and past experiences to ensure the HR Services team continues to evolve and grow to accommodate additional client engagements and team members Utilizes expertise to coach, provide support, guidance, and best practice information to clients and the HR Services team on policies, procedures, compliance, employee relations, and other HR-related matters Understands, drafts, interprets, and follows policies, procedures, and applicable employment laws that align with the workplace culture of the client Provides on-site support to clients as needed Provides support to all HR Services clients as needed Proactively seeks and maintains knowledge of trends, best practices, regulatory changes, and new technologies in human resources, talent management, and employment law, and communicates to the team Writes HR related articles, delivers webinars/training, and networks within the business community Monitors staffing levels and ensures proper levels are maintained for optimal client service delivery. Participates in the HR Services recruiting process to include resume review, interviewing, and selection of new employees Proactively identifies and implements team retention measures Support team in their career, advising on, and identifying opportunities for career advancement Participates in the Manager Working Group to facilitate continuous improvement of the HR Services team in process, procedure, service delivery, and work performance. This may include: Creating and delivering training, or working on a project team, creating meeting agendas, and collaborating with peers on best practices for the team Manages the performance of staff associates by providing coaching, constructive feedback, and development opportunities. Serve as a Performance Manager for associates: Lead onboarding efforts by developing an onboarding schedule; providing an overview of HR Services; reinforcing expectations of the position; facilitating key introductions to the team, buddy, and other key players Regularly monitor employee schedules, time entries, and billable hours to ensure associates are not overburdened or underscheduled and ensure they are challenged Identify performance opportunities, set goals, and recommend training Provide coaching and training for immediate and long-term developmental opportunities Serve as an associate resource with regard to CBIZ policy, procedures, expense processing, time entry, etc. Identify and direct employees to proper resources for questions or issues related to CBIZ benefits. Communicate CBIZ and departmental initiatives as appropriate Schedule and facilitate time for one-on-one check-ins for feedback, development, coaching, performance feedback, problem-solving, career-guidance, etc. Give and receive constructive feedback that is timely, specific, and fact-based Develop a relationship with associates to understand motivations and keys to success Provide performance and other associate-related updates to the management team Work with CBIZ HR on HR related matters to include time off requests Responsible for performance management of assigned associates Oversee HR Services team member offboarding by establishing a communication plan and transition plan Preferred Qualifications Advanced knowledge of core concepts, practice, and functions in HR - Proficient knowledge in HRIS and payroll systems, internet software, Microsoft Word, PowerPoint, and Excel Ability to understand and learn new systems and apply knowledge as required Proficient knowledge of federal and state employment and benefit laws Ability to maintain confidentiality Qualifications Minimum Qualifications High School Diploma or GED required; Bachelor's degree preferred Over 6 years' experience in area of expertise with increasing complexity At least 4 years' experience supervising and leading staff Must maintain current required licenses and certifications relevant to field of expertise Demonstrate industry experience and technical knowledge in area of expertise Proficient use of applicable technology Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally Expert knowledge of state and federal legislation and regulations impacting discipline Expertise in managing clients Advanced problem solving and critical thinking skills

#LI-HS1 #LI-Hybrid * Supervise all aspects of accounting, tax or audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required * Develop a thorough understanding of the client's business, contributing to the analysis and planning of client engagements * Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed * Achieve charge hour goals * Review engagement team members' accounting, tax or auditing work: provide constructive review points * Supervise and guide team members on engagements, fostering a collaborative and productive work environment * Train and mentor engagement team members, supporting their technical and professional development * Assist in the client billing process with Managers, Directors or Managing Directors * Identify an industry or area of specialization and develop skills, knowledge and expertise in that area * Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements * Participate in practice development activities, such as membership in qualified organizations, capable of referring potential engagements * Execute administrative duties as assigned * Additional responsibilities as assigned Minimum Qualifications * Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred * At least 3 years of experience in public accounting or related field * 1 year supervisory experience preferred * CPA candidates preferred * Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary * Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally * Proficient use of applicable technology * Must be able to travel based on client and business needs

#LI-CF2 #LI-Hybrid Responsibilities The ideal candidate must have immediate C-level and IT decision-making connections and have at a minimum 5+ years of proven sales experience in technology solutions and services. Experience in selling Cloud & Infrastructure, Technology Managed Services, ERP, FP&A, Intelligent Automation and AI, Cybersecurity, and Strategic IT Consulting is highly desirable. Essential Functions and Primary Duties New Business Development: Act as a "hunter" responsible for onboarding new clients to the firm. Product and Service Representation: Develop a deep and comprehensive understanding of our company's products and services and follow consumer research to identify how our solutions meet client needs. Sales Quotas: Meet weekly, monthly, and annual sales quotas through the successful implementation of sales and marketing strategies and tactics. Lead Generation: Generate leads and build relationships by planning and organizing daily work schedules to call on existing or potential sales outlets. Action Plan: Develop and implement an action plan through comprehensive data analysis, adjusting sales techniques based on field interactions and results. Daily and Monthly Responsibilities Maintain working relationships with existing clients to ensure exceptional service and identification of potential new sales opportunities. Identify appropriate prospects, set appointments, make effective qualifying sales calls, and manage sales cycle to close new business in all service categories offered. Possess in-depth knowledge of all service and solution offerings and be able to coordinate demos and relay objection handling. Prepare professional, complete, concise, and accurate proposals, and other documentation as required for executive-level presentations. Achieve sales goals by assessing current client needs and following and defined selling process with potential buyers, often utilizing product demos and presentations. Preferred Qualifications Experience selling Cybersecurity and/or Managed IT Solutions (MSP/MSSP) Excellent communication, interpersonal, problem-solving, presentation, and organizational skills. Proficiency with sales management software and CRM, preferably ConnectWise and/or Salesforce. Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook, OneNote, and OneDrive, among others) Ability to build trust in customers by presenting offerings with confidence and integrity. Ability to travel and attend off hours events locally and nationally Bachelor's degree Proven success rate at levels above quotas Ability to balance persuasion with professionalism Strong organizational skills and attention to detail Experience selling RPA/Intelligent Automation, AI, Data Analytics Technologies, Cloud & Infrastructure, or ERP implementations are a plus (eg Sage Intacct, Acumatica, NetSuite). Qualifications Minimum Qualifications The successful candidate will have a Bachelor's degree in business administration or accounting Proven sales ability represented by a minimum of three years of direct sales experience Possess industry knowledge Excellent verbal and written communication skills plus presentation skills Ability to manage time effectively and to multi-task

#LI-TW1 #LI-Hybrid Responsibilities About the Role We are looking for a dedicated IT Support Technician to join our team on a project basis with no set end date. This role is directly tied to the duration of a specific project, with the possibility of transitioning to future projects based on business needs and individual performance. However, continued employment beyond the current project is not guaranteed. Essential Functions and Primary Duties Diagnose and resolve DSL and T1 connectivity issues, as well as troubleshoot routers, computers, printers, phone systems, cabling, TVs, fax, and scanning systems. Provide advanced technical support and exceptional customer service to CBIZ and Edward Jones field staff, home office employees, and management. Assist field service technicians with office relocations, system installations, and modifications. Support field service engineers in new branch office installations. Deliver training sessions for new hires on IT systems and best practices. Follow escalation procedures to ensure timely resolution of installations, relocations, and service requests. Develop and implement high-level technical solutions for mechanical and electrical equipment issues. Manage multiple technical support tasks efficiently and effectively. Serve as a liaison between Edward Jones Corporate Headquarters and field service technicians, ensuring smooth communication and issue resolution. Perform additional duties as assigned to support IT operations. Qualifications Minimum Qualifications Associates degree from an accredited college or technical school Two to five years of prior job-related experience Excellent communication, public relations, technical, and troubleshooting skills Able to use general office equipment Experience with incident tracking software, and the Microsoft Office Suite

#LI-TW1 #LI-Hybrid Minimum Qualifications Strong troubleshooting/problem-solving skills Basic Math aptitude Ability to prioritize multiple projects and meet deadlines Excellent customer service delivery Strong verbal and written skills Excellent attention to detail Demonstrate an ability to analyze data, interpret results and seek solutions Proficient in Internet and Microsoft Office Suites About the Role We are looking for a dedicated Project Coordinator to join our team on a project basis with no set end date. This role is directly tied to the duration of a specific project, with the possibility of transitioning to future projects based on business needs and individual performance. However, continued employment beyond the current project is not guaranteed. Essential Functions and Primary Duties Oversee and coordinate project rollouts and installations, including shipping equipment and tracking assets. Provide administrative support to field service technicians. Assist field service technicians to administer equipment installations and software implementations. Communicate with vendors to ensure project timelines are met and resolve administrative issues promptly. Open and manage project tickets for field dispatch. Develop project documentation in collaboration with CBIZ and Edward Jones associates. Engage directly with Edward Jones Financial Advisors and Branch Office Administrators to understand and address business needs. Deliver outstanding customer service and support throughout all project activities. Perform other duties as assigned. Preferred Qualifications Associate degree from an accredited college or technical school, or equivalent experience. One to two years of experience in administrative support and/or project coordination

#LI-OD1 #LI-Hybrid Minimum Qualifications High School Diploma or GED required At least six years of professional, retirement plan administration and compliance experience, including managing a book of business Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures Expert knowledge of pertinent laws, regulations, and professional standards Proficient use of applicable technology Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype) Experience performing work that requires initiative and leadership skills Qualified Pension Administrator (QPA), Qualified 401(K) administrator (QKA) Ability to contract with and influence leaders in the organization, good at networking, collaboration, and sharing of ideas and successes Strong problem solver with good business analysis skills (e.g. build business cases, develop and implement plans for business cases, ask probative questions to identify requirements) Ability to handle and prioritize multiple simultaneous assignments, manage to critical deadlines, with extraordinary attention to detail Demonstrate an open-minded approach to understanding people regardless of differences; effectively works with people from diverse backgrounds Address conflicts by focusing on the issues at hand to develop effective solutions when disputes or disagreements occur Essential Functions and Primary Duties Ensure client retirement plans are serviced in a consistent and timely manner Ensure plan designs remain appropriate to the employer's changing needs Responsible for maintaining a book of business as well as cultivating new business through high level of customer relations Develop appropriate plan design to meet client objectives, consult with client on recommendations, and implement proper changes as needed Advise clients on technical, regulatory, and problematic administrative issues and work with administrative team on solutions Provide general client service and problem resolution services Additional responsibilities as assigned Preferred Qualifications Bachelor's degree

Founded in 1952, RubinBrown LLP is one of the nation's leading accounting and professional consulting firms. The RubinBrown name and reputation are synonymous with experience, integrity and value. RubinBrown redefines the full-service experience by combining technical and industry expertise with a commitment to personal and high-level relationships. https://www.rubinbrown.com/ RubinBrown's Real Estate Group is a nationally recognized leader in providing specialized audit, tax and consulting services across the country in affordable housing, low-income housing, historic rehabilitation, New Markets and Renewable Energy credit segments as well as Opportunity Zones. As a member of RubinBrown's Real Estate Assurance Team, the successful candidate will work directly with the staff accountants, other managers and partners of the firm's Real Estate Services Group. The Real Estate Assurance Team has a specific focus on audits related to HUD, tax credit and tax incentive properties, including low-income housing, historic rehabilitation, New Markets and Renewable Energy credits as well as Opportunity Zones. A background in all or any of these topics is welcomed but not required. Managers must provide outstanding consulting, compliance and project management services to our real estate clients. Managers must be aware of the professionalism necessary for not only effectively and efficiently addressing client needs but also by working with others and on teams. Major Responsibilities Manage and lead assurance engagements (audits, reviews, compilations) for real estate clients ensuring high-quality service delivery. Review client engagement documentation and work papers for accuracy and compliance with firm policies and professional standards, including issues memos, financial statements and related disclosures. Participate in and/or create practice development opportunities Identify process and performance improvement opportunities Assume responsibilities for project management of various client groups, including regular communication with clients and contacts related to tax compliance and consulting Drive workflow with clients and team members Work closely with and directly communicate with other real estate team members, in addition to client personnel Assist with organizing and serving as an instructor for periodic department-wide technical trainings Development of Team Members: Motivate and be respected by subordinates Demonstrate positive contributions to firm's recruitment, education, development, and retention efforts Serve as a Mentor, Coach, and/or Career Advocate (if assigned) Provide Team Members with timely and candid feedback supporting the firm's performance management process All other duties as assigned Preferred Experience/Background/Skills Bachelor's degree in Accounting or related degree CPA Licensure Strong technical skills including the ability to effectively utilize technology and the commitment to learning in the technology environment A minimum of 5 years of experience, including supervision and review experience Excellent analytical and leadership ability Excellent analytical, technical, and auditing skills including knowledge in USGAAP, GAAS, and PCAOB rules and standards. Solid project management skills Ability to work on a team and develop other individuals Ability to meet challenging client requirements and deadlines, provide services, and possess strong communication, interpersonal, analytical and research abilities Proficiency in Microsoft Office programs (Word and Excel required) Excellent verbal and written communication skills Strict adherence to professional ethics Ability to successfully contribute to the success of a strategic business unit of the firm Working Conditions The typical office hours are 8:00 a.m. to 5:00 p.m. Between January 1 st and April 15 th , hours are more intensive given tax season Ability to work extra hours as determined by the workload and client expectations Travel for this position will be most dependent upon office location. Travel may range from minimal to monthly Ability to sit for long periods of time Ability to move throughout the office Ability to lift, carry, push, pull up to 30-50 pounds Ability to speak English to communicate with clients, team members, etc. One Firm To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. EEO Employer W/M/Vet/Disabled

Please apply here if you are interested in RubinBrown, but don't see an opening that quite matches your skillset. We will contact you if your background matches an available opportunity. You may also apply here if you were directed to this posting by our HR team. Thank you! RubinBrown's ideal team member has experience in one or more of the following services: Audit, Compilation & Review Services RubinBrown's assurance services include financial statement audits, reviews and compilations, public company and capital formation services and mergers and acquisitions services. Consulting Services Business advisory services include business improvement, fraud and forensics, information technology risk, litigation and risk services. Entrepreneurial Services Entrepreneurial services include start-up services, analyzing cash flow and cash management, outsourcing of accounting services and preparation and/or review of payroll tax filings. Tax Compliance & Consulting Services RubinBrown provides customized tax services including individual, corporate, and partnership tax planning, and state and local income and sales/use tax planning. Wealth Advisory Services RubinBrown provides wealth advisory services including retirement planning, investment management, estate planning and education funding. Investment Banking Services RubinBrown Corporate Finance is a client focused investment bank providing M&A, capital raising and strategic advisory services to middle-market privately held and family-owned companies.

RubinBrown is one of the nation's leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputation are synonymous with experience, integrity and value. RubinBrown has revenue of approximately $240 million with 1000+ team members across locations in Chicago, Denver, Kansas City, Las Vegas, Nashville, and St. Louis. Overview The Senior Systems Administrator is a key member of the IT Systems Operations team, responsible for ensuring the stability, integrity, and efficient operation of the information systems that support core organizational functions. This role requires a high degree of technical expertise and strategic thinking. The Senior Systems Administrator will act as a technical leader and subject matter expert, providing advanced troubleshooting, mentoring junior staff, and identifying long-term IT solutions to align with business objectives. Major Responsibilities Provide expert-level support and administration for server infrastructure, virtualization environments, storage systems, and cloud platforms (including Azure and Microsoft 365). Act as a technical leader on complex infrastructure initiatives and projects. Contribute to IT strategy, evaluating emerging technologies, tools, and trends to recommend and implement scalable, secure, and cost-effective solutions. Lead initiatives for automation of routine system tasks and deployments using scripting languages such as PowerShell or Python. Facilitate disaster recovery planning, documentation, and testing for critical systems. Manage and maintain enterprise backup solutions and system monitoring tools. Support and contribute to cloud migration initiatives, particularly with Microsoft and SAAS based solutions. Collaborate with cybersecurity teams to enforce security best practices, vulnerability management, and incident response. Perform capacity planning and performance tuning for on-premise and cloud-based systems. Create and maintain comprehensive technical documentation, procedures, and operational runbooks. Mentor junior systems administrators and share expertise across the technology teams, fostering knowledge transfer. Serve as an escalation point for advanced support incidents and root cause analysis. Required Experience/ Background/ Skills Ability to manage multiple priorities and projects simultaneously. Demonstrated ability to influence infrastructure architecture decisions and contribute to strategic IT direction. Plays a lead role in cross-team infrastructure projects, serving as a liaison between IT operations, cybersecurity, and business stakeholders. Required Professional Background / Skills Bachelor's degree in Computer Science, Information Systems, or related field; or equivalent work experience. 6+ years of experience in systems administration or infrastructure support roles. Expert knowledge of Windows Server environments, Active Directory, DNS, DHCP, and Group Policy. Proficiency with virtualization platforms (e.g., VMware, Hyper-V). Strong experience with Microsoft 365, Azure, Active Directory, and Exchange Online. Experience implementing and managing enterprise cloud storage solutions (e.g., OneDrive, SharePoint Online). Experience with automation tools and scripting (PowerShell, Terraform, or similar). Strong documentation and communication skills. Experience with modern configuration management tools (e.g., Intune, SCCM, or Autopilot) Relevant certifications such as Microsoft Certified: Azure Administrator Associate, MCSA, VMware VCP, or similar preferred. Working Conditions The typical office hours are 8:00 a.m. to 5:00 p.m. Ability to work extra hours February through April Travel for this position will be minimal Ability to sit for long periods of time Ability to move throughout office Ability to lift, carry, push, pull up to 10 pounds Ability to communicate with clients, team members, etc... One Firm To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. EEO Employer W/M/Vet/Disabled

#LI-KH1 #LI-Hybrid * Reviewed aged accounts to resolve with client or fix account in system * Resolve a full range of internal and external requests * Assist with training on subject matter * Become proficient in the use of commission accounting system and understand the ramifications of data entered and its impact on the financial operations of the company * Additional responsibilities as assigned Minimum Qualifications Required * High school diploma or GED required * Bachelor's Degree or two years of experience on a specialized subject matter * Must maintain current required licenses and certifications relevant to field of expertise * Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally * Effective customer service skills * Proficient use of applicable technology * Ability to work in team environment as well as independently * Ability to analyze and prioritize multiple responsibilities

#LI-KW1 #LI-Hybrid * Primary focus is to assist in servicing and operational management of accounts. * Underwrite, service and manage assigned accounts of moderate complexity. Complexity is based on the * degree of uncertainty, financial risk, technical requirements, urgency and volume or size. * Assess exposure and determine rates, terms and conditions of coverage in accordance with guidelines and * uses judgement underwriting to evaluate a risk. * Determine either to accept, modify, or decline risks. Request reinsurance as necessary. * Decrease value of policy when risk is substandard to limit company obligation, and specify applicable * endorsements, or apply rating to ensure safe and profitable distribution of risks. * Develop or modify policy wording when standard text is not appropriate. * Bind coverage and initiate issuance of documents. * Sign policy and authorize transmittal of documents to brokers and markets as required. * Additional responsibilities as assigned. Minimum Qualifications * High school diploma or GED required. Bachelor's degree preferred * 3 to 5 years of underwriting experience * Must maintain current required licenses and certifications relevant to field of expertise * Demonstrates the ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally * Effective customer service skills * Proficient use of applicable technology * Ability to work in a team environment as well as independently * Ability to analyze and prioritize multiple responsibilities

RubinBrown LLP is one of the nation's leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputation are synonymous with experience, integrity and value. RubinBrown has revenue of approximately $240 million with 1,000+ team members across locations in Chicago, Denver, Kansas City, Las Vegas, Nashville, and St. Louis. The Manager, Assurance Services - Manufacturing & Distribution leads assurance engagements for manufacturing, distribution, and supply chain clients. This role combines technical accounting expertise with industry knowledge to deliver actionable insights, strengthen client relationships, mentor staff, and identify opportunities to improve operational and financial performance. Major Responsibilities Plan, execute, and oversee audits for manufacturers, distributors, and supply chain organizations addressing unique challenges such as cost accounting, inventory valuation, revenue recognition for product sales, and multi-location operations. Advise clients on complex industry issues including standard costing, LIFO/FIFO inventory methods, overhead allocation, bill of materials, and compliance with sector-specific regulations (e.g., product safety, export controls). Assess internal controls over manufacturing processes, procurement, inventory management, and order fulfillment - identifying gaps and recommending enhancements to mitigate risk and improve efficiency. Ensure accuracy of financial reporting related to raw materials, work-in-process, finished goods, freight, and supply chain costs - helping clients align reporting with both GAAP and operational realities. Develop realistic budgets that reflect the complexity of manufacturing cycles and distribution networks. Monitor engagement progress to ensure timely delivery without compromising quality. Serve as the primary contact for manufacturing and distribution executives, plant controllers, and operations leaders by translating audit findings into actionable recommendations that improve both compliance and operational performance. Coach team members on the nuances of manufacturing and distribution audits, including physical inventory observation techniques, costing methods, and supply chain risk assessments. Contribute to business development efforts by identifying cross-service opportunities (e.g., tax credits for manufacturing, ERP advisory, supply chain optimization) and participating in industry networking events. Preferred Experience/Background/Skills Bachelor's degree in Accounting or related field. Active CPA license. Minimum 5 years of progressive public accounting experience, with significant work in manufacturing, distribution, or supply chain clients. Strong understanding of U.S. GAAP and PCAOB auditing standards. Experience with inventory valuation (FIFO, LIFO, weighted average), cost accounting, and standard costing. Familiarity with revenue recognition for product sales and multi-location operations. Knowledge of operational processes in manufacturing and distribution, including procurement, production, logistics, and internal controls. Proven ability to manage engagement teams, mentor staff, and lead multiple concurrent projects. Demonstrated success in building strong client relationships, presenting findings to executives, and providing actionable recommendations. Ability to identify process inefficiencies and provide solutions that improve operational performance and compliance. Excellent written and verbal communication, with the ability to translate complex accounting issues into clear, business-focused advice. Skilled in audit software and the Microsoft Office suite. Ability to recognize cross-service opportunities and contribute to firm growth initiatives. Working Conditions Typical office hours are 8:00 a.m. to 5:00 p.m. Ability to work extra hours as determined by workload and client expectations. Travel will be most dependent upon office location. Travel may range from minimal to monthly. Hybrid model (2-3 days in the office/week). Ability to sit for long periods of time. Ability to move throughout office. Ability to lift, carry, push, pull up to 30-50 pounds. One Firm To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. EEO Employer W/M/Vet/Disabled RubinBrown is an independent member of Baker Tilly International, the 9th largest accounting and business advisory network in the world. For more information, visit www.RubinBrown.com.