Strategic Financial Solutions jobs - 36 jobs

Founded in 1903, Strategic Financial Group (SFG) is a full-service financial planning firm helping individuals, families, and businesses build and protect their financial futures. We simplify the complex world of financial decision-making through personalized strategies that align with each client's goals and values. Our advisors specialize in wealth management, retirement planning, risk management, business planning, and special needs planning - always with a people-first approach. At SFG, collaboration, integrity, and community are at the core of who we are. We offer the personalized attention of a boutique firm and we're deeply committed to professional growth, mentorship, and giving back to the communities we serve. The Opportunity: Whether you're graduating from college or exploring a new direction in your career, this is your opportunity to make a meaningful impact while building a strong foundation in financial services. At Strategic Financial Group, we believe being a great financial advisor is about more than managing money - it's about building relationships, earning trust, and helping people create a vision for their future. You'll have the opportunity to work closely with clients, teammates, and mentors who are all driven by a shared purpose: helping others achieve lasting financial confidence. From day one, you'll be immersed in a collaborative, growth-oriented environment where you'll: Build meaningful relationships with clients through authentic conversations and personalized guidance. Learn the entrepreneurial side of the business by developing your own client base and growing your practice over time. Collaborate with experienced advisors and teams to create comprehensive strategies that support clients' life goals. Gain mentorship, hands-on training, and professional development to help you succeed in both business and leadership. Contribute to a supportive, team-focused culture where success is shared and growth is celebrated. We're looking for individuals who are people-driven, entrepreneurial, and eager to make a difference. If you're passionate about helping others, ready to take ownership of your career, and excited to grow with a team that invests in your success - this role is built for you. Job Responsibilities: Build and maintain meaningful client relationships based on trust and personalized guidance. Partner with clients to create strategies that align with their goals and values. Collaborate with advisors and teammates to deliver exceptional client experiences. Grow your own practice with mentorship, training, and entrepreneurial support. Stay current on financial trends and strategies to provide informed advice. Desired Qualifications: Bachelor's Degree in Finance, Economics, or a related field. Life & Health Insurance license (not required, but preferred). FINRA SIE, Series 7, & 66 (not required, but preferred). Creative problem-solving abilities with a proactive mindset. Curiosity, coachability, and a problem-solving mindset. Strong interpersonal and communication skills. Proficiency in MS Office and financial management software. Previous experience in a client-facing financial role. Knowledge of regulatory standards and compliance requirements. A passion for building relationships and a commitment to client success. Must be legally authorized to work in the United States (U.S. citizens or permanent residents only). What We Offer: Licensing & certification support Mentorship, training programs, and a clear path for career success Health, dental, and vision insurance Professional development resources A growth-minded culture Must be legally authorized to work in the U.S. (U.S. citizens or permanent residents only). #LI-GHMSFG1

In the Client Success Agent role, you'll bring courage into every conversation, empowering clients with the confidence to take control of their financial future. Your compassion and expert guidance will inspire resilience and progress throughout their debt relief journey. The Client Success Agent is focused on providing exceptional voice support in an unscripted environment for our clients who are enrolled in our debt settlement program. A typical day consists of making and answering inbound and outbound calls discussing complex financial situations while maintaining accurate account documentation and building positive rapport with our client base. Our team drives high satisfaction and service by exemplifying our core values to ensure they receive the best possible client experience with National Debt Relief. This position has an expected start date of 2/9/2026. This is a full-time remote role. We are currently hiring for positions in AZ, FL, GA, MI, NC, NV, OK, PA, SC, TN, TX, and UT. We are seeking individuals who are available for the following 8 hour shift scheduling options: Monday through Friday with shift schedules in Eastern Time: 1 p.m. - 10 p.m. Sunday through Thursday with shift schedules in Eastern Time: 9 a.m. - 6 p.m. Responsibilities Utilize client relationship management software (Salesforce) to facilitate the process of responding to customer calls and addressing customer concerns Resolve client inquiries, complex scenarios, and program concerns in high stress environments with empathy, confidence, subject matter knowledge, and relationship building skills to deliver a positive, solution-focused experience Document client discussions clearly and concisely Present settlement proposals to clients for approval Responsible for guiding the client's discussions with next steps to progress towards their financial goals Escalate and direct clients to leadership and other departments as needed Assist clients that may have creditors seeking legal action, providing guidance through the process Qualifications High school diploma/GED required; Bachelor's degree preferred 2 years' customer service or relationship-based support role experience required Financial or banking organization experience preferred Support and de-escalate vulnerable clients under stress using empathy and active listening skills Strong working knowledge of client service processes, using an internal knowledge base, and providing a positive client experience Exceptional attention to detail and strong organizational skills, with the ability to navigate multiple systems simultaneously while maintaining accurate, transparent, and solution-focused communication with clients Strong critical thinking and problem-solving abilities Ability to remain professional, confident, and patient when faced with complex problems Proficient in Microsoft Excel and Office Soft Skills Qualifications Include the Ability to: Attain and maintain high performance expectations on a monthly basis Work in a fast-paced, high-volume setting Clearly explain details about the company's debt settlement program to current clients Recall details of calls with clients and to record those details accurately in Salesforce Use and navigate multiple computer systems with exceptional multi-tasking skills De-escalate stressful situations Support and de-escalate vulnerable and sometimes difficult clients Remain calm and professional during difficult discussions Take constructive feedback National Debt Relief Role Qualifications: Computer competency and ability to work with a computer Prioritize multiple tasks and projects simultaneously Exceptional written and verbal communication skills Punctuality expected, ready to report to work on a consistent basis Attain and maintain high performance expectations on a monthly basis Work in a fast-paced, high-volume setting Use and navigate multiple computer systems with exceptional multi-tasking skills Remain calm and professional during difficult discussions Take constructive feedback Available for full-time position, overtime eligible if classified non-exempt Compensation Information Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for each position across the US. Within the range, individual pay is determined by work location, job-related skills, experience, and relevant education or training. This good faith pay range is provided in compliance with NYC law and the laws of other jurisdictions that may require a salary range in job postings. The salary for this position is $20/hr + eligible for performance based bonuses. About National Debt Relief National Debt Relief was founded in 2009 with the goal of helping an expanding number of consumers deal with overwhelming debt. We are one of the most-trusted and best-rated consumer debt relief providers in the United States. As a leading debt settlement organization, we have helped over 450,000 people settle over $10 billion of debt, while empowering them to lead a healthier financial lifestyle and feel free to live their best life. At National Debt Relief, we treat our clients like real people. Our purpose is to elevate, empower, and transform their lives. Rated A+ by the Better Business Bureau, our goal is to help individuals and families get out of debt with the least possible cost through conducting financial consultations, educating the consumer and recommending the appropriate solution. We become our clients' number one advocate to help them reestablish financial stability as quickly as possible. Want to learn more about who we are? Connect with us on social media! Benefits National Debt Relief is a team-oriented environment full of rewards and growth opportunities for our employees. We are dedicated to our employee's success and growth within the company, through our employee mentorship and leadership programs. Our extensive benefits package includes: Generous Medical, Dental, and Vision Benefits 401(k) with Company Match Paid Holidays, Volunteer Time Off, Sick Days, and Vacation 12 weeks Paid Parental Leave Pre-tax Transit Benefits No-Cost Life Insurance Benefits Voluntary Benefits Options ASPCA Pet Health Insurance Discount Access to your earned wages at any time before payday National Debt Relief is a certified Great Place to Work ! National Debt Relief is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law. For information about our Employee Privacy Policy, please see here For information about our Applicant Terms, please see here #LI-REMOTE

The People Experience Specialist is part of a fast-paced and collaborative work environment that delivers exceptional HR support to all NDR team members. In addition to the core responsibilities listed below, assignments and special projects outside of the normal scope will be extended. As a People Experience Specialist, you will work within the People Experience Operations team while being able to receive exposure into other HR functions such as but not limited to, learning and development, benefits, payroll, and recruiting. The People Experience Specialist will also assist the People Experience Partners and Directors in all team member related tasks to ensure the success of the department and the organization. This is a temporary position, expected to last 6 months with the potential for a conversion to a full time opportunity. Responsibilities Manage and lead the onboarding and orientation process for all new hires to support a smooth integration into the organization. Ensuring new hires obtain a full understanding of Company policies and practices. Conduct background check screenings for job candidates. Ensure that all pre-employment communication and steps are taken within compliance of state and local laws. Conduct exit interviews and collect, analyze, and present team member feedback from a variety of sources to HR leadership to promote strategic and informed people-oriented business decisions. Diligently maintain and monitor all HR related inboxes and handle inbound inquiries made by team members of all levels to deliver high-quality support. Draft and respond to unemployment claims including filing appeals. Collect and compile materials required and prepare NDR participants for hearings as needed. Manage the I-9 Employment Eligibility Verification Process in compliance with the (USCIS) immigration laws. Maintain all HRIS system transactions for new hires, team member promotions, transfers, leaves, and terminations with the upmost accuracy. Diligently track, audit, and report on HR records and documentation to ensure that they are accurate and up-to-date, as it relates to but not limited to, performance management, onboarding, and offboarding. and that all team member related documentation such as performance reviews and exit interviews are collected, maintained, and comply with company policy. Provide support with Business Travel requests to ensure travel accommodations are met and that expenses accurately reported. Collaborate as needed with cross-functional teams such as Payroll, Benefits, Learning and Development, IT, Legal, and other functions. Work with the People Experience Partner and Director to assist in the resolving of employee relations cases and subsequent documentation. Support the Company's Performance Review and Merit Increase cycles. Assist in the planning and facilitation of company events, staff meetings, management dinners, or other team member engagement activities as needed. Qualifications High school diploma or equivalent required. Bachelor's degree in HR or related field preferred. 3 years' experience in HR Operations or related HR areas required. Strong organizational skills, time management, and attention to detail. Intermediate Excel skills. Possess strong analytic and problem-solving skills. Experience with HRIS systems, ADP Workforce Now experience a plus. Computer competency and ability to work with a computer. Prioritize multiple tasks and projects simultaneously. Exceptional written and verbal communication skills. Punctuality expected, ready to report to work on a consistent basis. Attain and maintain high performance expectations on a monthly basis. Work in a fast-paced, high-volume setting. Use and navigate multiple computer systems with exceptional multi-tasking skills. Remain calm and professional during difficult discussions. Take constructive feedback. Available for full-time position, overtime eligible if classified non-exempt. Compensation Information Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for each position across the US. Within the range, individual pay is determined by work location, job-related skills, experience, and relevant education or training. This good faith pay range is provided in compliance with NYC law and the laws of other jurisdictions that may require a salary range in job postings. The salary for this position is $28/hr - $31.25/hr. About National Debt Relief National Debt Relief was founded in 2009 with the goal of helping an expanding number of consumers deal with overwhelming debt. We are one of the most-trusted and best-rated consumer debt relief providers in the United States. As a leading debt settlement organization, we have helped over 450,000 people settle over $10 billion of debt, while empowering them to lead a healthier financial lifestyle and feel free to live their best life. At National Debt Relief, we treat our clients like real people. Our purpose is to elevate, empower, and transform their lives. Rated A+ by the Better Business Bureau, our goal is to help individuals and families get out of debt with the least possible cost through conducting financial consultations, educating the consumer and recommending the appropriate solution. We become our clients' number one advocate to help them reestablish financial stability as quickly as possible. Want to learn more about who we are? Connect with us on social media! Benefits National Debt Relief is a team-oriented environment full of rewards and growth opportunities for our employees. We are dedicated to our employee's success and growth within the company, through our employee mentorship and leadership programs. Our extensive benefits package includes: Generous Medical, Dental, and Vision Benefits 401(k) with Company Match Paid Holidays, Volunteer Time Off, Sick Days, and Vacation 12 weeks Paid Parental Leave Pre-tax Transit Benefits No-Cost Life Insurance Benefits Voluntary Benefits Options ASPCA Pet Health Insurance Discount Access to your earned wages at any time before payday National Debt Relief is a certified Great Place to Work ! National Debt Relief is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law. For information about our Employee Privacy Policy, please see here For information about our Applicant Terms, please see here #LI-REMOTE #LI-TC1

We're growing fast and looking for motivated, coachable sales reps who are ready to take control of their income. No cold calling. No door-to-door. Just warm inbound leads and a script that converts. If you're hungry for success, love helping people, and know how to close, you'll fit right in. Responsibilities Take live inbound calls and scheduled appointments - every call is a potential sale Follow a proven script designed to close on the first call Crush your daily and weekly goals (and get paid big for it) Work side by side with experienced managers who want to see you win Why You'll Love It Uncapped Commissions: realistic six-figure potential Warm Leads Only: no cold calling or chasing Fully Remote: work from home! Performance Culture: contests, bonuses, and recognition for top reps Career Growth: learn and grow everyday Qualifications 2+ years of sales, call center, or collections experience Confident, positive, and goal-driven Thrives under pressure and loves to compete Coachable and ready to learn from the best TurboDebt Role Qualifications: Computer competency and ability to work with a computer. Prioritize multiple tasks and projects simultaneously. Exceptional written and verbal communication skills. Punctuality expected, ready to report to work on a consistent basis. Attain and maintain high performance expectations on a monthly basis. Work in a fast-paced, high-volume setting. Use and navigate multiple computer systems with exceptional multi-tasking skills. Remain calm and professional during difficult discussions. Take constructive feedback. Available for full-time position, overtime eligible if classified non-exempt. Compensation Information Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for each position across the US. Within the range, individual pay is determined by work location, job-related skills, experience, and relevant education or training. This good faith pay range is provided in compliance with FL law and the laws of other jurisdictions that may require a salary range in job postings. Base rate for position starts at $30,000 annually. Role is eligible for uncapped commissions which bring total average compensation your first year to $31,000 - $150,000 annually. About Us TurboDebt is a top-rated debt relief organization with over 300 team members operating nationwide. We offer competitive benefits and a variety of roles, helping clients pay off debts through our customized plans and expert guidance. Benefits You'll love it here as we provide you with a unique opportunity for incredible growth. Base pay + monthly commissions 401(k) with match Health, dental, and vision insurance Paid time off Flexible full-time shifts (day, evening, weekend options) TurboDebt is an equal opportunity employer. We do not discriminate against any candidate or employee and all qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, marital status, ancestry, citizenship, sex, sexual orientation, gender identity, disability, protected veteran status, or any other characteristic protected by law. For information about our Applicant Terms, please see here. #LI-REMOTE

#LI-AG1 #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, 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 Preferred Qualifications * Knowledge of accounting principles and auditing/tax standards to effectively supervise staff and solve routing engagement problems. * Experience with accounting software. * Solid organization skills with a demonstrated ability to multi-task. 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-DNI Responsibilities About the Practice CBIZ Transaction Advisory Services, part of CBIZ Private Equity Advisory, is the leading national due diligence team for middle market private equity groups and companies. Our team of M&A professionals has deep experience helping our clients make well-informed decisions that have a big impact on their investments. Our practice has experienced tremendous growth in recent years - more than doubling in size in just the past two years. Our team and our culture are truly what sets us apart from other firms. As such, our people are our number one priority and working for our firm means something different: Team members work remotely/virtually from anywhere in the U.S. You will develop collaborative, lasting professional and personal relationships with clients regardless of your level. You will receive meaningful support from firm leadership for substantial professional development. There will be variety in the clients that you work with and the deals that you work on. You will work in an environment and culture where your efforts matter to our team and clients. We offer market-leading compensation and a consistent track record of maximum bonus payout. Promotions and career advancement are based on ability and talent, not tenure - our merit-based promotions provide a significant opportunity to accelerate your career trajectory. Our unique approach to practice management offers opportunities for autonomy and consistency in schedule from week-to-week - allowing our people to better plan their work activities and personal lives. Business travel requirements are minimal. We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being. When times get tough, we get tougher - and we stand by our people. We had 100% personnel retention during the pandemic - and we paid out full bonuses to our team members. While we want our people to stay with our firm for their entire careers, we are also realistic. We are committed to advancing your professional skills and career opportunities wherever they may lead. If you're looking to join a talented, rapidly growing, entrepreneurially minded team of M&A professionals where you can be your whole self, make an impact, advance your skills and deepen your experiences, then consider joining our Transaction Advisory Services team. About the Role Our team focuses on providing both buy side and sell side due diligence to private equity groups and companies across a variety of industries located throughout the U.S. You will have the opportunity to perform in-depth business analysis and advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions. Your work will drive recommendations in the context of key business trends, valuation considerations and deal structuring alternatives. Responsibilities Manage engagement team and coordinate with clients throughout the transaction process, including oversight of deliverables and delivering findings to clients Provide technical and advisory financial and accounting due diligence services to private equity clients and companies. Perform complex analyses, including analysis of cash flows, quality of assets and earnings, operating and profitability trends, working capital and identification of potential liabilities and risks. Responsible for engagement execution, including preparing deliverables and presenting key financial due diligence findings and concepts. Preferred Qualifications CPA (or meets the criteria to sit for the CPA exam) and knowledge of U.S. Generally Accepted Accounting Principles (GAAP) Master's degree in accounting or MBA (with an accounting undergraduate degree) A preferred minimum of 2-4 years of financial audit experience (preferably with a top ten public accounting firm), investment banking, financial due diligence, corporate finance, financial consulting or other M&A experience A minimum of 1-3 years of experience in the transaction advisory services practice of a top ten national accounting firm and a minimum of 1 year in the role of Manager within that practice. Team player with exceptional verbal and written communication skills Advanced MS Excel skills and strong working knowledge of other MS Office applications Self-motivated and demonstrated ability to learn and succeed in a fast-paced and unconventional work environment are essential Possess an uncommon drive and entrepreneurial spirit Qualifications Minimum Qualifications Bachelor's degree required 6 years of experience in related field 3 years of supervisory experience Must have and preserve required licenses Ability to manage all aspects of client engagements 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

National Debt Relief (NDR) is seeking an experienced and versatile Data Scientist IV (Principal level) to join our Data Science team and round out our capabilities. This is a principal-level role for a highly skilled individual contributor with a minimum of 7+ years of proven experience in building and deploying enterprise-grade production machine learning (ML) and artificial intelligence (AI) models. This is a highly collaborative role, and strong teamwork and interpersonal skills are required. As a subject matter expert, you will augment the team's existing strengths in all industry-standard data science models, tools, and model deployment technologies. Deep familiarity with the data science model lifecycle and model deployment tools is essential. This individual will be pivotal in enhancing the team's capacity to conceptualize, develop, and deploy complex models efficiently and on time. Responsibilities Serve as a strategic addition to the data science team, contributing advanced technical expertise to complement existing skills. Conceptualize, develop, and deploy production-grade ML models and AI applications, consistently delivering projects within 8-12 week timeframes. Apply sophisticated data science techniques, including unsupervised learning, clustering, time series analysis, anomaly detection, NLP, topic modeling, and generative AI, to address business Implement and maintain MLOps practices to streamline and manage the full model lifecycle for scalable, production-ready solutions. Develop and deploy models as APIs using frameworks such as FastAPI or Docker for efficient integration into production systems. Collaborate with cross-functional teams to identify business needs and translate them into impactful data science solutions. Use strong SQL (Snowflake preferred) and Python skills for data preparation, analysis, and model Demonstrate high business acumen by understanding the practical implications of data science projects and communicating effectively with stakeholders. Present complex analyses and results to both technical and non-technical audiences, ensuring clarity and actionable insights. Provide technical guidance and share expertise with peers and junior data scientists, contributing to a culture of continuous learning and innovation. Qualifications Education/Experience Bachelor's degree in Data Science, Computer Science, Statistics, or a related field required. A master's or Ph.D. is preferred. 7+ years of professional, full-time data science experience with a proven track record of developing and deploying production-grade ML models. Advanced proficiency in Python and SQL (Snowflake preferred), with significant hands-on experience building highly performant code. Deep expertise in MLOps and experience managing production model workflows. Strong experience developing and deploying ML models as APIs using tools such as FastAPI, Docker, or similar frameworks is highly preferred. Proven application of advanced data science techniques beyond classification and regression, including unsupervised learning, clustering, time series analysis, anomaly detection, NLP, topic modeling, and generative AI. Demonstrated ability to develop and deploy models on time, with examples of successful implementations. Exceptional communication skills for explaining complex data insights to diverse audiences. Ability to foster a culture of collaboration, continuous improvement, and innovation. Required Skills/Abilities Experience in financial services or a related industry. Experience with data warehouse solutions such as Snowflake (preferred), Azure, Redshift, or GCP. Familiarity with data visualization tools for impactful presentations. Exposure to collaborative tools such as JIRA and Miro. National Debt Relief Role Qualifications: Computer competency and ability to work with a computer. Prioritize multiple tasks and projects simultaneously. Exceptional written and verbal communication skills. Punctuality expected, ready to report to work on a consistent basis. Attain and maintain high performance expectations on a monthly basis. Work in a fast-paced, high-volume setting. Use and navigate multiple computer systems with exceptional multi-tasking skills. Remain calm and professional during difficult discussions. Take constructive feedback. Available for full-time position, overtime eligible if classified non-exempt. Compensation Information Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for each position across the US. Within the range, individual pay is determined by work location, job-related skills, experience, and relevant education or training. This good faith pay range is provided in compliance with NYC law and the laws of other jurisdictions that may require a salary range in job postings. The salary for this position is $176,000 - $202,500 annually. About National Debt Relief National Debt Relief was founded in 2009 with the goal of helping an expanding number of consumers deal with overwhelming debt. We are one of the most-trusted and best-rated consumer debt relief providers in the United States. As a leading debt settlement organization, we have helped over 450,000 people settle over $10 billion of debt, while empowering them to lead a healthier financial lifestyle and feel free to live their best life. At National Debt Relief, we treat our clients like real people. Our purpose is to elevate, empower, and transform their lives. Rated A+ by the Better Business Bureau, our goal is to help individuals and families get out of debt with the least possible cost through conducting financial consultations, educating the consumer and recommending the appropriate solution. We become our clients' number one advocate to help them reestablish financial stability as quickly as possible. Want to learn more about who we are? Connect with us on social media! Benefits National Debt Relief is a team-oriented environment full of rewards and growth opportunities for our employees. We are dedicated to our employee's success and growth within the company, through our employee mentorship and leadership programs. Our extensive benefits package includes: Generous Medical, Dental, and Vision Benefits 401(k) with Company Match Paid Holidays, Volunteer Time Off, Sick Days, and Vacation 12 weeks Paid Parental Leave Pre-tax Transit Benefits No-Cost Life Insurance Benefits Voluntary Benefits Options ASPCA Pet Health Insurance Discount Access to your earned wages at any time before payday National Debt Relief is a certified Great Place to Work ! National Debt Relief is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law. For information about our Employee Privacy Policy, please see here For information about our Applicant Terms, please see here #LI-REMOTE

#LI-DNI Responsibilities About the Practice CBIZ Transaction Advisory Services, part of CBIZ Private Equity Advisory, is the leading national due diligence team for middle market private equity groups and companies. Our team of M&A professionals has deep experience helping our clients make well-informed decisions that have a big impact on their investments. Our practice has experienced tremendous growth in recent years - more than doubling in size in just the past two years. Our team and our culture are truly what sets us apart from other firms. As such, our people are our number one priority and working for our firm means something different: Team members can work remotely/virtually from anywhere in the U.S. You will develop collaborative, lasting professional and personal relationships with clients regardless of your level. You will receive meaningful support from firm leadership for substantial professional development. There will be variety in the clients that you work with and the deals that you work on. We offer market-leading compensation and a consistent track record of maximum bonus payout. Promotions and career advancement are based on ability and talent, not tenure - our merit-based promotions provide a significant opportunity to accelerate your career trajectory. Our unique approach to practice management offers opportunities for autonomy and consistency in schedule from week-to-week - allowing our people to better plan their work activities and personal lives. Business travel requirements are minimal. We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being. When times get tough, we get tougher - and we stand by our people. We had 100% personnel retention during the pandemic - and we paid out full bonuses to our team members. While we want our people to stay with our firm for their entire careers, we are also realistic. We are committed to advancing your professional skills and career opportunities wherever they may lead. If you're looking to join a talented, rapidly growing, entrepreneurially minded team of M&A professionals where you can be your whole self, make an impact, advance your skills and deepen your experiences, then consider joining our Transaction Advisory Services team. About the Role Our team focuses on providing both buy side and sell side due diligence to private equity groups and companies across a variety of industries located throughout the U.S. You will have the opportunity to perform in-depth business analysis and advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions. Your work will drive recommendations in the context of key business trends, valuation considerations and deal structuring alternatives. Essential Functions & Primary Duties Provide technical and advisory financial and accounting due diligence services to private equity clients and companies. Perform complex analyses, including analysis of cash flows, quality of assets and earnings, operating and profitability trends, working capital and identification of potential liabilities and risks. Responsible for engagement execution, including preparing deliverables and presenting key financial due diligence findings and concepts. Preferred Qualifications CPA (or meets the criteria to sit for the CPA exam) and knowledge of U.S. Generally Accepted Accounting Principles (GAAP) Master's degree in accounting or MBA (with an accounting undergraduate degree) A preferred minimum of 2 years of financial audit experience (preferably with a top ten public accounting firm), investment banking, financial due diligence, corporate finance, financial consulting or other M&A experience Team player with exceptional verbal and written communication skills Advanced MS Excel skills and strong working knowledge of other MS Office applications Self-motivated and demonstrated ability to learn and succeed in a fast-paced and unconventional work environment are essential Possess an uncommon drive and entrepreneurial spirit Qualifications Minimum Qualifications Bachelor's degree required 3 years of experience in related field Must be able to work in a team environment Presentation skills mandatory Must possess analytical skills Proficient use of applicable technology Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally Must be able to travel based on client and business needs

National Debt Relief is looking for an eager Intern to learn about recruiting! This is a full-time position (40 hours) that will allow you to immerse yourself in a fast-paced and collaborative environment-with exposure to various elements of recruiting and beyond. We're a close-knit group, so a positive, cooperative, can-do attitude and ability to function as part of a team are paramount. This is a remote opportunity set to start as soon as possible! Responsibilities Utilize our ATS (iCIMS) to identify and source qualified candidates Review candidate profiles and resumes Screen candidates for high-volume recruiting needs Provide additional support to recruiting and HR teams as needed Qualifications Must be a recent graduate or a student in an accredited undergraduate degree program General knowledge or willingness to learn about recruiting initiatives and methods Excellent interpersonal, verbal, and written communications skills Ability to maintain confidentiality Ability to multitask Ability to work well independently and in a team-oriented environment Must be proficient with MS Office suite (primarily Excel, PowerPoint, and Word) Compensation Information Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for each position across the US. Within the range, individual pay is determined by work location, job-related skills, experience, and relevant education or training. This good faith pay range is provided in compliance with NYC law and the laws of other jurisdictions that may require a salary range in job postings. The hourly rate for this position is $17 per hour. About National Debt Relief National Debt Relief was founded in 2009 with the goal of helping an expanding number of consumers deal with overwhelming debt. We are one of the most-trusted and best-rated consumer debt relief providers in the United States. As a leading debt settlement organization, we have helped over 450,000 people settle over $10 billion of debt, while empowering them to lead a healthier financial lifestyle and feel free to live their best life. At National Debt Relief, we treat our clients like real people. Our purpose is to elevate, empower, and transform their lives. Rated A+ by the Better Business Bureau, our goal is to help individuals and families get out of debt with the least possible cost through conducting financial consultations, educating the consumer and recommending the appropriate solution. We become our clients' number one advocate to help them reestablish financial stability as quickly as possible. Want to learn more about who we are? Connect with us on social media! Benefits National Debt Relief is a team-oriented environment full of rewards and growth opportunities for our employees. We are dedicated to our employee's success and growth within the company, through our employee mentorship and leadership programs. Our extensive benefits package includes: Generous Medical, Dental, and Vision Benefits 401(k) with Company Match Paid Holidays, Volunteer Time Off, Sick Days, and Vacation 12 weeks Paid Parental Leave Pre-tax Transit Benefits No-Cost Life Insurance Benefits Voluntary Benefits Options ASPCA Pet Health Insurance Discount National Debt Relief is a certified Great Place to Work ! National Debt Relief is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law. For information about our Employee Privacy Policy, please see here For information about our Applicant Terms, please see here #LI-REMOTE #LI-JC1

About Us At SNH AI, we're building the future of work: AI-powered Autonomous Employees who perform entire job roles, not just tasks, to empower organizations to scale efficiently. We're based in the heart of Downtown Austin, TX with breath-taking views. We're an AI startup that thrives on curiosity, bold thinking, and a passion for solving hard problems. Our team is rapidly growing, and every line of code you write will have a direct impact on the products and customers we serve. We're shaping the future of how work will be done: humans working alongside Artificially Intelligent systems that infinitely scale their productivity and output. Why You'll Love Working Here · A collaborative startup culture where your voice matters. · Work directly with modern LLMs and applied AI tooling. · Fast-moving, impact-driven environment with strong engineering peers What We're Looking For We are seeking a skilled BI Developer and Data Analyst with expertise in Google Cloud Platform (GCP) and relational databases to join our dynamic data team. The ideal candidate will design, develop, and maintain data reports and dashboards, transforming raw data into actionable insights that drive strategic business decisions. You will collaborate with cross-functional teams to optimize data processes, improve reporting accuracy, and enhance data visualization. In-person work at the office to drive productivity and collaboration. (No remote, please) - we cover your parking Downtown. Key Responsibilities · Design, develop, and maintain automated reports and dashboards using GCP tools such as BigQuery, Data Studio, and Looker. · Extract, clean, and analyze large datasets from multiple sources, including SQL Server, Oracle, PostgreSQL, and BigQuery. · Write optimized SQL queries for data extraction and transformation across various relational database platforms. · Collaborate with business stakeholders to gather reporting requirements and translate them into technical solutions. · Build scalable data pipelines and workflows integrating on-premises databases and cloud platforms. · Ensure data integrity, quality, and consistency across reporting platforms. · Provide ad-hoc data analysis and support decision-making with clear, actionable insights. · Document data processes, reporting methodologies, and best practices. · Stay up to date with GCP innovations and industry trends to continuously improve reporting and analysis capabilities. Job requirements Required Qualifications · Bachelor's degree in Computer Science, Information Technology, Data Science, Statistics, or related field. · Proven experience as a Report Developer, Data Analyst, or similar role. · Strong proficiency in Google Cloud Platform services, including: · BigQuery (SQL) · Data Studio / Looker (data visualization) · Cloud Storage and Cloud Functions (preferred) · Advanced skills in SQL for relational databases, including: · Microsoft SQL Server · Oracle Database · PostgreSQL · Experience with data modeling and ETL processes across multiple platforms. · Ability to translate complex data into clear, actionable reports and dashboards. · Strong analytical and problem-solving skills. · Excellent communication skills to interact effectively with technical and non-technical stakeholders. · Familiarity with Python, R, or similar scripting languages (a plus). Preferred Qualifications · GCP certifications such as Google Cloud Professional Data Engineer. · Experience with other BI tools like Tableau, Power BI. · Knowledge of machine learning concepts and tools. · Understanding of data governance and compliance. All done! Your application has been successfully submitted! Other jobs

#LI-AG1 #LI-Hybrid Minimum Qualifications Required Bachelor's degree 6 years of experience in public accounting or related field 3 years supervisory experience Must have active CPA or equivalent certification Ability to manage all aspects of client engagements Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Must be able to travel based on client and business needs Proficient use of applicable technology Essential Functions and Primary Duties Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc. Understand the client's organization, procedures and internal policies Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve Manage and retain multiple client relationships, engagements and special projects Develop overall engagement budget Consistently meet charge hour goals Responsible for billing and realization on assigned clients; explain variances Supervise, train and mentor staff; listen and communicate effectively Foster a team environment; demonstrates support of management and decisions and build a positive culture Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves Additional responsibilities as assigned Preferred Qualifications Master's degree in Accounting, Taxation or related field

#LI-CM #LI-Hybrid 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 We are seeking a dynamic and results-driven Retirement Plan Sales Consultant to join our team. This role is responsible for driving new business growth by selling group retirement plan solutions, including 401(k), 403(b), Defined Benefit (DB) plans, endowments, foundations, and non-qualified plans to businesses, non-profits, and institutions. The ideal candidate will have a proven track record in retirement plan sales, strong industry relationships, and expertise in consultative selling to plan sponsors, fiduciaries, and institutional clients. Essential Functions and Primary Duties: Achieve and exceed assigned sales targets through a proactive strategy to acquire new retirement plan clients. Proactively identify and engage prospective clients through networking, referrals, and direct outreach to business owners, HR professionals, CFOs, and plan sponsors. Consult with organizations to assess their retirement plan needs and present tailored solutions that align with their fiduciary obligations and business objectives. Negotiate and close new business opportunities while adhering to compliance requirements and fiduciary standards. Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent new business growth. Educate and advise clients on 401(k), 403(b), DB plans, non-qualified plans, and other retirement solutions, ensuring compliance with industry regulations. Collaborate with internal teams, including investment advisors, compliance specialists, and plan administrators, to support sales efforts and deliver a seamless client experience. Stay informed about industry trends, regulatory changes, and competitive products to provide clients with up-to-date guidance. Actively participate in industry events, networking opportunities, and CBIZ marketing initiatives to increase brand visibility and attract new clients. Maintain all required industry licensing, including FINRA Series 65 licensing, and adhere to all applicable fiduciary and compliance responsibilities. Preferred Qualifications: FINRA Series 65 license required (or the Series 7 and 66 or ability to obtain the 65 before start date). 5+ years of experience in retirement plan sales, financial services, or a related field. Strong knowledge of ERISA, fiduciary standards, and regulatory compliance in the retirement industry. Existing network of contacts within the business and institutional markets preferred. Excellent presentation, negotiation, and relationship-building skills. Self-motivated with the ability to work independently and meet sales goals. Bachelor's degree in Finance, Business, or related field preferred. Compensation & Benefits Competitive base salary + uncapped commission structure Comprehensive benefits package (health, dental, vision, 401(k), etc.) Professional development support and industry training Opportunity for career growth within a top 10 public accounting and financial services firm Join our team and help businesses and institutions build strong financial futures for their employees.

As a Debt Negotiator (Creditor Escalations), you'll help clients regain control of their financial futures by negotiating directly with creditors and law firms to secure favorable settlements and resolve accounts with integrity and efficiency. The Debt Negotiator (Creditor Escalations) role centers on high-volume creditor negotiations conducted in accordance with the FDCPA (Fair Debt Collection Practices Act), with the goal of reaching settlements that are in the best interest of our clients. You'll manage client files, research account details, and maintain momentum by averaging about 4 hours of talk time and 20-30 outbound calls per day to keep accounts moving toward resolution. Every interaction requires proactive urgency and the use of proven negotiation practices to maximize client savings and close accounts effectively, accelerating their path toward financial stability. Step into a role where you boldly advocate for clients seeking debt relief, leading each negotiation with confidence and a commitment to transforming lives. If you're motivated by impactful conversations, fast-paced problem-solving, and seeing the results of your work every day, this is a role where you'll thrive. This is a full-time remote role with an expected start date of 2/23/2026. Responsibilities Negotiate client debts to completion by communicating client hardships, reviewing client savings to determine funds necessary to complete settlements, and obtaining a settlement that will halt legal action Establish and maintain contact relationships with law firms Analyze client portfolios to determine the best strategy to help clients achieve financial freedom as quickly as possible Review client's banking account to determine funds necessary and available to execute the program Responsible for achieving monthly KPIs set by management Gather and submit required legal documentation for approval and payment of accounts Liaise with law firms for client account data and document exchanges Work with attorneys and paralegals to resolve accounts where the collection effort has been escalated to a law firm Communicate with creditors via phone or email to get up-to-date information, including litigation information in service to provide client debt relief Work with other members of the team to ensure efficient process Manage confidential information/documents with a high level of discretion Perform other duties as directed by manager(s) Qualifications Bachelor's degree preferred, or relevant work experience Experience working in a metrics based/goals driven environment preferred Analytical mindset with a strong business acumen, professionalism, and communication skills High energy, competitive, articulate, passionate, and motivated to provide best in class service for clients Desire to work in a collaborative, team-oriented environment Multi-tasker with great organizational skills Ability to easily build rapport with clients and creditors National Debt Relief Role Qualifications: Computer competency and ability to work with a computer Prior experience using a CRM platform (Salesforce preferred) Prioritize multiple tasks and projects simultaneously Exceptional written and verbal communication skills Punctuality expected, ready to report to work on a consistent basis Attain and maintain high performance expectations on a monthly basis Work in a fast-paced, high-volume setting Use and navigate multiple computer systems with exceptional multi-tasking skills Remain calm and professional during difficult discussions Take constructive feedback Available for full-time position, overtime eligible if classified non-exempt Compensation Information Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for each position across the US. Within the range, individual pay is determined by work location, job-related skills, experience, and relevant education or training. This good faith pay range is provided in compliance with NYC law and the laws of other jurisdictions that may require a salary range in job postings. Base rate for this position starts at $19.81/hr ($41,204.80 annually). Role is eligible for performance-based bonuses which bring total average compensation to $80,000 annually. The top 25% of the team can make up to $90,000. About National Debt Relief National Debt Relief was founded in 2009 with the goal of helping an expanding number of consumers deal with overwhelming debt. We are one of the most-trusted and best-rated consumer debt relief providers in the United States. As a leading debt settlement organization, we have helped over 450,000 people settle over $10 billion of debt, while empowering them to lead a healthier financial lifestyle and feel free to live their best life. At National Debt Relief, we treat our clients like real people. Our purpose is to elevate, empower, and transform their lives. Rated A+ by the Better Business Bureau, our goal is to help individuals and families get out of debt with the least possible cost through conducting financial consultations, educating the consumer and recommending the appropriate solution. We become our clients' number one advocate to help them reestablish financial stability as quickly as possible. Want to learn more about who we are? Connect with us on social media! Benefits National Debt Relief is a team-oriented environment full of rewards and growth opportunities for our employees. We are dedicated to our employee's success and growth within the company, through our employee mentorship and leadership programs. Our extensive benefits package includes: Generous Medical, Dental, and Vision Benefits 401(k) with Company Match Paid Holidays, Volunteer Time Off, Sick Days, and Vacation 12 weeks Paid Parental Leave Pre-tax Transit Benefits No-Cost Life Insurance Benefits Voluntary Benefits Options ASPCA Pet Health Insurance Discount Access to your earned wages at any time before payday National Debt Relief is a certified Great Place to Work ! National Debt Relief is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law. For information about our Employee Privacy Policy, please see here For information about our Applicant Terms, please see here #LI-REMOTE

About Us At SNH AI, we're building the future of work: AI-powered Autonomous Employees who perform entire job roles, not just tasks, to empower organizations to scale efficiently. We're based in the heart of Downtown Austin, TX with breath-taking views. We're an AI startup that thrives on curiosity, bold thinking, and a passion for solving hard problems. Our team is rapidly growing, and every line of code you write will have a direct impact on the products and customers we serve. We're shaping the future of how work will be done: humans working alongside Artificially Intelligent systems that infinitely scale their productivity and output. Why You'll Love Working Here · A collaborative startup culture where your voice matters. · Work directly with modern LLMs and applied AI tooling. · Fast-moving, impact-driven environment with strong engineering peers What We're Looking For We are seeking a Database Engineer with strong data analysis skills and deep experience on Google Cloud Platform (GCP) to support personalized lead engagement based on real-time behaviors and CRM insights with some exposure to AI and machine learning. In this role, you'll build data pipelines and prototypes that integrate CRM, credit, and behavioral data including response times, click-through behavior, and inbound call interactions to create dynamic segmentation and deliver conversion-optimized “buy now” messages. Your work will be foundational to how we engage leads, drive sales, and improve overall customer experience. In-person work at the office to drive productivity and collaboration. (No remote, please) - we cover your parking Downtown. Key Responsibilities · Design and implement scalable, cloud-based data pipelines and warehouses using GCP services: BigQuery, Cloud Composer (Airflow), Dataflow, Cloud Functions, and Pub/Sub. · Build ELT workflows to extract and unify data from CRMs (e.g., Salesforce, HubSpot), marketing platforms, credit data providers, and behavioral sources. · Capture and analyze lead behavior signals including: · Response times to outreach · Click-through rates on emails, ads, and in-app prompts · Inbound call activity and sales team interactions · Develop behavioral segmentation models to target leads based on urgency, interest, and likelihood to convert. · Prototype personalized engagement triggers and “buy now” messaging strategies based on combined behavior and credit profile data. · Partner with marketing and growth teams to deploy and optimize campaigns tailored to lead behavior and funnel stage. · Conduct exploratory data analysis (EDA) to uncover key trends and insights that drive personalized outreach. · Monitor and report on campaign and segment performance through Looker / Looker Studio dashboards. · Ensure data integrity, privacy, and regulatory compliance (e.g., GDPR, SOC2, FCRA). · Maintain flexibility to work across legacy and cloud systems, including SQL Server, Oracle, and PostgreSQL. Job requirements Required Qualifications · Bachelor's or Master's degree in Computer Science, Data Engineering, Information Systems, or a related field or equivalent experience. · 5+ years of experience in data engineering or database roles with a strong emphasis on data analysis, customer engagement & ad-hoc reporting. · 3+ years of hands-on experience with Google Cloud Platform, including BigQuery, Dataflow, Pub/Sub, and Cloud Composer. (AWS/Azure OK) · Proficiency in SQL (across multiple platforms) and Python for data processing and modeling. Ability to turn raw data into meaningful insights to understand patterns and trends. · Experience building and maintaining data pipelines that feed into marketing and sales engagement systems. · Demonstrated ability to capture and use behavioral data (e.g., clickstreams, email response rates, phone call metadata) to optimize lead handling and conversion strategies. · Familiarity with enterprise databases including SQL Server, Oracle, and PostgreSQL. · Hands-on experience with CRM systems (Salesforce, HubSpot) and marketing automation platforms (Marketo, Pardot, Mailchimp). Preferred Qualifications · Experience with ETL tools (e.g., Azure Data Factory, Airbyte, Cloud Composer, Data Flow ) and/or Customer Data Platforms (CDPs). · Experience in designing, building and deploying AI and machine learning models in production environments. Simulation based learning of training and validation data. · Background in campaign optimization, A/B testing, and predictive lead scoring. · Versed in data governance, privacy, and security best practice. · Familiarity with call tracking systems, IVR analytics, or conversational AI platforms, Data Modeling is a plus. · Knowledge of data compliance standards and secure handling of personal and financial data. All done! Your application has been successfully submitted! Other jobs

As the Director of Negotiations Analytics, you will serve as the strategic leader responsible for shaping and executing the analytics vision that drives Negotiations performance, conversion rates, and long-term results at National Debt Relief. This role will own the relationship with Negotiations leaders to ensure all data required insights are being provided in a timely and consistent manner. The expectation from this role and the entire Negotiations Analytics team is to deliver actionable insights that influence settlement conversion, effectiveness, agent performance, and corresponding program successes in doing so. We expect this individual to be able to communicate with key stakeholders, drive consistency of data reporting, and build transparency of key indicators amongst the organization. In addition to driving enterprise-wide negotiations analytics strategy, you will lead and mentor a team, fostering a culture of innovation, collaboration, and data-driven decision-making at the executive level. Responsibilities Lead the design and execution of Negotiation analytics strategy, including funnel performance, creditor conversion, agent productivity, and department productivity Build and manage analytics models to enhance current performance while evolving creditor strategy and relationships Translate complex analytics into clear, actionable recommendations for Negotiations Leadership and Executive Team Develop and lead a high-performing team of analysts, providing coaching, mentorship, and career development Establish and maintain KPI definitions and performance over time Deliver necessary data support for short term and long term strategy planning and goal setting Partner as analytical leader with clear data storytelling and strategic recommendations cross-departmentally Drive process improvements in analytics, reporting, and forecasting to increase speed, accuracy, and decision impact. Qualifications Education/Experience: Bachelor's degree in Business, Economics, Data Science, or related field required 10 years of experience in analytics, operations, or strategy; 3+ years in a leadership role. Experience in financial services industry preferred Required Skills/Abilities: Deep expertise in funnel analytics, data segmentation, strategic support, and data storytelling Proficiency in SQL, Python/R, and experience with cloud data warehouses (Snowflake preferred). Strong background with CRM (Salesforce) and sales performance analytics platforms. Experience with BI and visualization tools (Sigma, Tableau, Power BI). Strong consultative and communication skills, with the ability to influence Leadership and Executive stakeholders. Executive presence with the ability to balance strategic vision and operational execution. Strong project and change management skills, with experience driving adoption of analytics in fast-paced sales organizations. National Debt Relief Role Qualifications: Computer competency and ability to work with a computer. Prioritize multiple tasks and projects simultaneously. Exceptional written and verbal communication skills. Punctuality expected, ready to report to work on a consistent basis. Attain and maintain high performance expectations on a monthly basis. Work in a fast-paced, high-volume setting. Use and navigate multiple computer systems with exceptional multi-tasking skills. Remain calm and professional during difficult discussions. Take constructive feedback. Available for full-time position, overtime eligible if classified non-exempt. Compensation Information Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for each position across the US. Within the range, individual pay is determined by work location, job-related skills, experience, and relevant education or training. This good faith pay range is provided in compliance with NYC law and the laws of other jurisdictions that may require a salary range in job postings. The salary for this position is $191,500 - $220,000 annually. About National Debt Relief National Debt Relief was founded in 2009 with the goal of helping an expanding number of consumers deal with overwhelming debt. We are one of the most-trusted and best-rated consumer debt relief providers in the United States. As a leading debt settlement organization, we have helped over 450,000 people settle over $10 billion of debt, while empowering them to lead a healthier financial lifestyle and feel free to live their best life. At National Debt Relief, we treat our clients like real people. Our purpose is to elevate, empower, and transform their lives. Rated A+ by the Better Business Bureau, our goal is to help individuals and families get out of debt with the least possible cost through conducting financial consultations, educating the consumer and recommending the appropriate solution. We become our clients' number one advocate to help them reestablish financial stability as quickly as possible. Want to learn more about who we are? Connect with us on social media! Benefits National Debt Relief is a team-oriented environment full of rewards and growth opportunities for our employees. We are dedicated to our employee's success and growth within the company, through our employee mentorship and leadership programs. Our extensive benefits package includes: Generous Medical, Dental, and Vision Benefits 401(k) with Company Match Paid Holidays, Volunteer Time Off, Sick Days, and Vacation 12 weeks Paid Parental Leave Pre-tax Transit Benefits No-Cost Life Insurance Benefits Voluntary Benefits Options ASPCA Pet Health Insurance Discount Access to your earned wages at any time before payday National Debt Relief is a certified Great Place to Work ! National Debt Relief is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law. For information about our Employee Privacy Policy, please see here For information about our Applicant Terms, please see here #LI-REMOTE

We are seeking a highly skilled Salesforce LWC Technical Lead with exceptional UI/UX design expertise to drive the architecture, development, and delivery of high-performance Salesforce applications. The ideal candidate will combine strong hands-on Lightning Web Components (LWC) development experience with a deep understanding of user-centric design principles to create intuitive, scalable, and visually compelling interfaces. Experience utilizing AI-augmented development tools such as Cursor, GitHub Copilot, or similar platforms is a strong plus, enabling faster prototyping, cleaner code generation, and improved developer efficiency. Responsibilities Technical Leadership Lead end-to-end architecture, development, and delivery of complex solutions using Lightning Web Components (LWC) and the Salesforce platform. Define and enforce coding standards, component patterns, testing strategies, and best practices across the development team. Conduct code reviews, provide technical mentorship, and guide the team in modern front-end and AI-assisted engineering approaches. Partner with solution architects, product owners, and UX designers to transform business needs into scalable technical solutions. LWC & Front-End Engineering Develop high-quality, reusable LWC components with strong performance and accessibility. Optimize UI performance for both desktop and mobile experiences. Integrate LWCs with Apex, REST APIs, external systems, and Experience Cloud. Utilize modern front-end tooling, design systems, and reusable UI component libraries. UI/UX Design Collaborate closely with UX/UI designers to ensure pixel-perfect implementation of modern interfaces. Maintain visual consistency by contributing to internal design systems and UI guidelines. Conduct usability reviews and advocate for user-centered design principles. Improve workflows through intuitive and accessible interactions across Salesforce applications. Cross-Platform Ownership Support implementations across Experience Cloud, Sales Cloud, Service Cloud, and custom applications. Lead performance tuning, security reviews, and debugging of complex technical issues. Ensure solutions adhere to Salesforce best practices, governor limits, and platform constraints. Project & Stakeholder Collaboration Partner with Product Management, QA, and cross-functional teams to deliver high-quality releases. Create technical documentation, architecture diagrams, and implementation plans. Participate in Agile/Scrum ceremonies and contribute to roadmap planning. Qualifications Education/Experience: 10+ years of Salesforce development experience with strong emphasis on LWC and Jest tests for LWC Proven experience leading technical teams and delivering enterprise-scale Salesforce implementations Required Skills/Abilities: Experience with migration from Aura and Visualforce is a plus Deep expertise in LWC, JavaScript, HTML5, CSS3, SLDS, and responsive design. Strong UI/UX sensibilities with experience building modern, intuitive interfaces. Hands-on experience with Apex, SOQL/SOSL, integration patterns, asynchronous processing, and APIs. Experience with Experience Cloud including custom theming and branding. Strong understanding of Salesforce security, performance optimization, and platform limitations. Excellent leadership, communication, and problem-solving skills. National Debt Relief Role Qualifications: Computer competency and ability to work with a computer. Prioritize multiple tasks and projects simultaneously. Exceptional written and verbal communication skills. Punctuality expected, ready to report to work on a consistent basis. Attain and maintain high performance expectations on a monthly basis. Work in a fast-paced, high-volume setting. Use and navigate multiple computer systems with exceptional multi-tasking skills. Remain calm and professional during difficult discussions. Take constructive feedback. Available for full-time position, overtime eligible if classified non-exempt. Compensation Information Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for each position across the US. Within the range, individual pay is determined by work location, job-related skills, experience, and relevant education or training. This good faith pay range is provided in compliance with NYC law and the laws of other jurisdictions that may require a salary range in job postings. The salary for this position is $190,500 to $219,000 annually. About National Debt Relief National Debt Relief was founded in 2009 with the goal of helping an expanding number of consumers deal with overwhelming debt. We are one of the most-trusted and best-rated consumer debt relief providers in the United States. As a leading debt settlement organization, we have helped over 450,000 people settle over $10 billion of debt, while empowering them to lead a healthier financial lifestyle and feel free to live their best life. At National Debt Relief, we treat our clients like real people. Our purpose is to elevate, empower, and transform their lives. Rated A+ by the Better Business Bureau, our goal is to help individuals and families get out of debt with the least possible cost through conducting financial consultations, educating the consumer and recommending the appropriate solution. We become our clients' number one advocate to help them reestablish financial stability as quickly as possible. Benefits National Debt Relief is a team-oriented environment full of rewards and growth opportunities for our employees. We are dedicated to our employee's success and growth within the company, through our employee mentorship and leadership programs. Our extensive benefits package includes: Generous Medical, Dental, and Vision Benefits 401(k) with Company Match Paid Holidays, Volunteer Time Off, Sick Days, and Vacation 12 weeks Paid Parental Leave Pre-tax Transit Benefits No-Cost Life Insurance Benefits Voluntary Benefits Options ASPCA Pet Health Insurance Discount Access to your earned wages at any time before payday National Debt Relief is a certified Great Place to Work ! National Debt Relief is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law. For information about our Employee Privacy Policy, please see here For information about our Applicant Terms, please see here #LI-REMOTE

Join the team at Strategic Financial Reporting, Inc. (SFR), where our primary goal is to provide top-notch bookkeeping, tax, accounting, and consulting services to our diverse clientele. We empower our employees to design their Perfect Job Positions to ensure they can thrive in areas they are passionate about. We are currently seeking a motivated Tax Associate who is eager to contribute to our remote accounting firm and support our clients effectively. Basic Functions: The Tax Associate will be instrumental in preparing tax returns, ensuring compliance with tax regulations, and providing tax-related advice to our clients. You will assist in conducting tax research, staying current with tax laws, and helping clients navigate complex tax issues. Working closely with your team, you will also contribute to streamlining our tax preparation processes and enhancing client satisfaction. Main Responsibilities: Prepare and review various types of tax returns, including individual, corporate, and partnership taxes. Conduct thorough tax research and stay updated on changes in tax laws and regulations. Provide clients with timely tax advice and planning strategies to minimize tax liabilities. Communicate with clients to gather information and clarify any queries regarding tax issues. Assist in tax audits and respond to inquiries from tax authorities. Work collaboratively with the accounting team to ensure accurate financial reporting and compliance. Contribute to the development and improvement of Standard Operating Procedures (SOPs) related to tax preparation. Maintain a high level of confidentiality and professionalism in all interactions. Assist in bookkeeping tasks. Team Collaboration: As a remote position within SFR, effective communication is paramount. You will work closely with your colleagues and managers to deliver exceptional service to our clients, ensuring transparency and adherence to deadlines. Regular check-ins and feedback sessions will facilitate continued professional growth and alignment with our core values. At SFR, we believe in fostering an environment of growth and shared knowledge. You will be encouraged to pursue ongoing education and training to enhance your skills and stay up to date with industry changes. Core Values We embody ten core values that guide our work culture: Do What You Say You are Going to Do. Increase Your Quality of Life. Work Smart- Do More With Less. Be Passionate and Determined. Love What You Do or Don't Do It. Be Adventurous, Creative, and Open-Minded. Pursue Growth and Learning. Build Open and Honest Relationships With Effective Communication. Over-Communication Trumps No-Communication. Build a Positive Team, Family Spirit and Laugh Every Day. Leverage New and Innovative Technologies. Propose Solutions to All Problems. Always Do Your Best. Requirements Bachelor's degree in Accounting, Finance, or a related field. 2+ years of experience in tax preparation or public accounting. Strong knowledge of federal and state tax regulations and compliance requirements. Proficiency in tax software and Microsoft Office Suite. Excellent research and analytical skills to interpret complex tax issues. Strong oral and written communication skills, with the ability to interact effectively with clients. Attention to detail and accuracy in tax return preparation. Ability to manage multiple tasks and meet deadlines in a fast-paced environment. Willingness to adapt to new technologies and tax systems. Ability to work both independently and as part of a collaborative team. Dedicated home office space with a reliable high-speed internet connection. Capacity and commitment to work 35-40 hours per week. Benefits Fully Remote - Work from Home Flexible schedule - build the schedule that works best for you. Health Insurance with a company contribution Opportunity for Growth & Advancement 40 Hours of Paid Sick Leave Annually Paid vacation hours accrued based on hours worked 5 Paid Floating Holidays Annually - Choose your own holidays 401k Retirement Savings Plan (after 1 year) with company matching Medical Flexible Spending Account (FSA)

#LI-CL1 #LI-Hybrid Minimum Qualifications Bachelor's degree 10 years of experience in public accounting or related field 10 years supervisory experience Must have active CPA or equivalent certification Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary Proficient use of applicable technology Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Proven high level of business integrity, client service and leadership skills Must be able to travel based on client and business needs Essential Functions and Primary Duties Demonstrate proactive client contact; viewed as a trusted business partner Expand business practice; cultivate new clients; increase services to existing clients including cross serving opportunities Coach staff on business development strategies Could have direct profit responsibility for specialty practice Responsible for ongoing planning, marketing and business development of a specialized department Responsible for team and or department meeting budgeted goals Responsible for practice billing and timely collection of fees Participate in various administrative aspects of managing business unit Establish team environment and a positive culture Ensure quality control standards are met May be a member of the Senior Operations Management Team Additional responsibilities as assigned Preferred Qualifications Master's degree in Accounting, Taxation or related field

Overview At National Debt Relief, our goal is to provide people with human-centered debt relief that makes them feel financially and emotionally whole again. We have built a customized program and established a culture that revolves around supporting our team members who, as a result, provide best in class support to our clients and their families. As a recognized leader in the debt relief industry, we're seeking compassionate, results-driven Inside Sales Representatives who can empower future clients to regain financial confidence and reclaim their sense of well-being. Every interaction is an opportunity to ignite the courage clients need to take bold steps toward their financial future. Through your compassion and expertise, you help them build resilience and move forward on their debt relief journey. The ideal candidate will become an expert in our debt relief options to provide best-in-class consultations. They'll be able to navigate stressful conversations by remaining calm and professional while providing empathetic support to vulnerable consumers. Lastly, they'll be someone who is results-driven with a passion to perform at high levels and takes advantage of our targeted marketing channels which eliminate the need for cold calling. We are currently hiring for positions in AZ, FL, GA, MI, NC, NV, PA, SC, TN, TX, and UT. This is a remote position with an expected start date of 3/6/2026. Scheduling decisions are based on business need and will be confirmed prior to hiring. We are seeking individuals who are available for the following 8 hour shift scheduling options: This position also has a schedule that includes working both Saturdays AND Sundays, employees can select two weekdays of their choice as their days off. This schedule follows a time of 8 a.m. - 5 p.m. EST or 9 a.m - 6 p.m. EST Tuesday through Saturday with shift schedules in Eastern Time: 12 p.m. - 9 p.m., 2 p.m. - 11 p.m. Sunday through Thursday with shift schedules in Eastern Time: 10 a.m. - 7 p.m., 1 p.m. - 10 p.m. Responsibilities Consult and enroll qualified clients into National Debt Relief's debt relief programs or recommended options Document client discussions clearly and concisely using Salesforce customer relationship management software Complete IAPDA certification within the first year (company sponsored) Meet performance criteria set forth by the management team. Performance criteria subject to change based on company baselines. Adhere to National Debt Relief and Sales department policies and procedures and any applicable changes to either Accurately recall and document call information, skillfully navigate multiple computer systems with strong multitasking abilities, and De-escalate stressful situations, provide empathetic support to vulnerable clients, and be open to receiving and applying constructive feedback to continuously improve performance Qualifications 2+ years of experience in a client-facing role, or a college associate's degree equivalent Sales experience a plus Strong business acumen and professionalism Excellent communication skills both verbal and written Previous remote work experience highly preferred Reliable attendance and punctuality are essential Career-minded with a focus on long-term advancement within the organization Proven ability to remain effective and adjust promptly in a fast-paced workplace National Debt Relief Role Qualifications: Computer competency and ability to work with a computer Prioritize multiple tasks and projects simultaneously Exceptional written and verbal communication skills Punctuality expected, ready to report to work on a consistent basis Compensation Information Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for each position across the US. Within the range, individual pay is determined by work location, job-related skills, experience, and relevant education or training. Base rate for position starts at $31,200 annually. Role is eligible for uncapped commissions and bonuses which bring total average compensation your first year to $85,000 annually. The top 20% of the team can make up to $130K. About National Debt Relief National Debt Relief was founded in 2009 with the goal of helping an expanding number of consumers deal with overwhelming debt. We are one of the most-trusted and best-rated consumer debt relief providers in the United States. As a leading debt settlement organization, we have helped over 450,000 people settle over $10 billion of debt, while empowering them to lead a healthier financial lifestyle and feel free to live their best life. At National Debt Relief, we treat our clients like real people. Our purpose is to elevate, empower, and transform their lives. Rated A+ by the Better Business Bureau, our goal is to help individuals and families get out of debt with the least possible cost through conducting financial consultations, educating the consumer and recommending the appropriate solution. We become our clients' number one advocate to help them reestablish financial stability as quickly as possible. Want to learn more about who we are? Connect with us on social! Benefits National Debt Relief is a team-oriented environment full of rewards and growth opportunities for our employees. We are dedicated to our employee's success and growth within the company, through our employee mentorship and leadership programs. Our extensive benefits package includes: Generous Medical, Dental, and Vision Benefits 401(k) with Company Match Paid Holidays, Volunteer Time Off, Sick Days, and Vacation 12 weeks Paid Parental Leave Pre-tax Transit Benefits No-Cost Life Insurance Benefits Voluntary Benefits Options ASPCA Pet Health Insurance Discount Access to your earned wages at any time before payday National Debt Relief is a certified Great Place to Work ! National Debt Relief is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law. For information about our Employee Privacy Policy, please see here For information about our Applicant Terms, please see here #LI-REMOTE