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True Partners Consulting jobs in San Jose, CA - 47345 jobs

  • Senior Manager/Director - Sales and Use Tax

    True Partners Consulting 4.1company rating

    True Partners Consulting job in San Jose, CA

    When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle market companies, both public and private, throughout the United States. Our experienced team of premier industry professionals is committed to building a global practice built on a culture of respect, recognition, and reward. We want to know, what's TRUE about you? Learn more about us at TPCtax.com/Careers. About the Role - Sales and Use Tax Senior Manager/Director We are looking for a sales and use tax senior manager or director to build an indirect tax practice in our Tampa/San Jose offices. The ideal candidate is a go-getter and has the desire to lead and build a practice and ultimately become a partner at our firm. Requirements •\tCPA or JD licensure •\t7+ years of indirect tax experience in public accounting, corporate tax, or large law firm. Experience should include VDAs, tax determinations, audit defense, system implementation, writing rulings •\tPublic accounting or large law firm experience within last five years Responsibilities •\tManage and build an indirect tax team •\tPossess the fundamental accounting knowledge to generate financial statements and make AJEs for the ultimate preparation of sales and use tax returns •\tAssist with technical research supporting tax positions taken in tax filings, including drafting written memorandums •\tContact tax agencies to obtain information, resolve issues, and reconcile notices •\tKeep up to date on current tax practices and changes in tax law •\tActively participate in employee training All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Job Advertisement: About True Partners Consulting When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle market companies, both public and private, throughout the United States. Our experienced team of premier industry professionals is committed to building a global practice built on a culture of respect, recognition, and reward. We want to know, what's TRUE about you? Learn more about us at TPCtax.com/Careers. About the Role - Sales and Use Tax Senior Manager/DirectorWe are looking for a sales and use tax senior manager or director to build an indirect tax practice in our Tampa/San Jose offices. The ideal candidate is a go-getter and has the desire to lead and build a practice and ultimately become a partner at our firm. RequirementsCPA or JD licensure 7+ years of indirect tax experience in public accounting, corporate tax, or large law firm. Experience should include VDAs, tax determinations, audit defense, system implementation, writing rulings Public accounting or large law firm experience within last five years ResponsibilitiesManage and build an indirect tax team Possess the fundamental accounting knowledge to generate financial statements and make AJEs for the ultimate preparation of sales and use tax returns Assist with technical research supporting tax positions taken in tax filings, including drafting written memorandums Contact tax agencies to obtain information, resolve issues, and reconcile notices Keep up to date on current tax practices and changes in tax law Actively participate in employee training All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
    $121k-162k yearly est. 17d ago
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  • Market Executive: Innovation Tech Banking MD

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    A leading financial institution seeks a Market Executive in San Francisco to manage relationships within the Software Technology sector and lead banking teams. The candidate will focus on innovative startups and require 15+ years of experience in account management within a Commercial Bank. This role also demands strong communication and problem-solving skills. A competitive salary and benefits are offered for this full-time position, with an emphasis on industry trends and client acquisition. #J-18808-Ljbffr
    $72k-127k yearly est. 3d ago
  • Executive Assistant for CEO Team

    Q Investments 4.1company rating

    Fort Worth, TX job

    The Q Family Office is looking for a bright, eager, and dedicated individual to join its highly successful multi-billion-dollar private investment office in downtown Fort Worth. This person will be part of a team led by a 25-year veteran of the firm, all of whom assist the CEO in managing personal and business scheduling, travel coordination, organizational matters, photo and video archives, and research projects. This person will handle a variety of projects in an array of disciplines, which keeps the work fast paced and ever-changing. Someone who is already very organized and great with details is a must. Base plus bonus (with full benefits) competitive with market and depending on experience. Responsibilities will include: Providing support within Executive Assistant team assisting with very complex calendars and schedules, travel coordination and general operational functions Extensive experience scheduling & managing private air travel Managing vendors and serving as a liaison Researching and developing new ideas and projects Typical hours are in the office (no remote work) Monday thru Friday from 8AM-6PM, i.e., ~ 50-hour weeks. This role does require some occasional weekend work as well. The successful candidate will: 5+ years of experience in an executive admin role supporting an UHNWI or C-Suite executive at a substantial business enterprise Be incredibly organized and detail oriented About The Q Family Office Established in 1994, the Q Family Office is an organization that combines an almost 30+ year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.
    $87k-125k yearly est. 3d ago
  • Enterprise Events Manager - Exec Experiences & Growth

    Norwest Venture 3.3company rating

    San Francisco, CA job

    A leading tech company in San Francisco is seeking an Events Manager to plan, execute, and manage enterprise-focused events. You will work closely with Sales and Marketing to ensure high-quality event experiences for senior stakeholders. The ideal candidate should have over 5 years of B2B events management experience in a high-growth environment and be adept in logistics and vendor negotiations. This role includes travel (40-50%) and offers a competitive Total Rewards package, including unlimited PTO and a lucrative bonus plan. #J-18808-Ljbffr
    $92k-123k yearly est. 3d ago
  • Investment Banker - Pharma/BioTech - Vice President

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    Job Information Job Identification 210562876 Job Category Client Management Business Unit Corporate & Investment Bank Posting Date 11/05/2024, 10:38 PM Job Schedule Full time Job Description We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and #J-18808-Ljbffr
    $155k-236k yearly est. 4d ago
  • US Corporate Tax Leader | Team & Client Mentor

    Escalon Services Inc. 4.1company rating

    Palo Alto, CA job

    A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions. #J-18808-Ljbffr
    $80k-132k yearly est. 2d ago
  • Digital Assurance & Transparency - IT Audit Senior Manager Products & Services

    Price Waterhouse Coopers 4.5company rating

    San Francisco, CA job

    At PwC, our people in audit and assurance focus on providing independent and objective assessments of financial statements, internal controls, and other assurable information enhancing the credibility and reliability of this information with a variety of stakeholders. They evaluate compliance with regulations including assessing governance and risk management processes and related controls. In digital assurance at PwC, you will focus on providing assurance services over clients' digital environment, including processes and controls, cyber security measures, data and AI systems, and their associated governance, to help organisations and their stakeholders build trust in their technology while complying with relevant regulations. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to elevate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Digital Assurance and Transparency team you will provide services related to controls around financial reporting, compliance, and operational processes. As a Senior Manager you will lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You will be responsible for managing financial reporting and information technology risks, processes, and controls, and leading IT-related controls assurance or controls readiness projects. This role offers the chance to work with Product & Services clients, securing project success and maintaining exceptional standards in a dynamic environment. Responsibilities Provide services related to controls around financial reporting and compliance. Lead large projects and driving process innovation. Maintain operational excellence in project delivery. Manage financial reporting and IT risks, processes, and controls. Lead IT-related controls assurance or readiness projects. Engage with clients at a senior level to confirm project success. Deliver thorough risk management solutions. What You Must Have Bachelor's Degree. 7 years of IT controls auditing, consulting and/or implementing IT solutions. Certified Public Accountant (CPA) or Certified Information Systems Auditor (CISA). What Sets You Apart Preferred field(s) of study in accounting, accounting & technology, finance, economics, economics & technology, management information systems, business administration/management, engineering, computer and information science, computer and information science & accounting, mathematics, economics. Managing financial reporting and IT risks. Proficiency in current and emerging technologies. Knowledge of COSO, CoBIT, ITIL frameworks. Leading IT controls assurance projects. Developing tailored solutions for clients. Coaching staff in controls and security assessments. Building productive client relationships. Project management in IT audit projects. Creating a positive and motivating environment. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H‑1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $119,000 - $299,930. For residents of Washington state the salary range for this position is: $119,000 - $337,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** #J-18808-Ljbffr
    $119k-337k yearly 21h ago
  • Senior Information Technology Auditor

    SNI Financial 4.2company rating

    Dallas, TX job

    SNI is partnering with a leading real-estate corporation that is looking to hire someone into their newly opened Senior IT Auditor position! This opportunity will be focused on operational, financial and regulatory risks within the company IT department. Having experience and knowledge across IT controls and audit, and also being able to communicate efficiently will be crucial. This position will include a structured path for growth, excellent benefits, and a competitive compensation package. In order to be considered for this opportunity, you must have the following: 3+ years' experience within IT audit or risk assessment Having an active, or near completed CISA, CIA, or CISM certification Previous experience working within a national and public firm Strong communication and collaboration skills If you meet the requirements above and are looking to learn more, please apply with an updated resume.
    $85k-114k yearly est. 1d ago
  • Senior Capital Markets & Credit Analytics Lead

    Goodleap, LLC 4.6company rating

    San Francisco, CA job

    A leading technology financing company in San Francisco is seeking a Sr. Capital Markets & Credit Analytics Analyst to enhance capital markets performance through data-driven insights. The role involves developing credit strategies, conducting market research, and engaging in financial modeling. Ideal candidates have 4-6 years of experience, strong skills in SQL and Python, and a passion for credit analytics. The position offers a competitive salary between $105,000 and $140,000 annually, with opportunities for professional growth. #J-18808-Ljbffr
    $105k-140k yearly 3d ago
  • Manager Trainee

    Security Finance 4.0company rating

    Commerce, GA job

    Are you confident in your ability to manage a team towards success? Do you take pride in having top of the line communication skills, exceptional customer service and problem solving skills? This position is a stepping-stone to manage the overall operations of a financial branch office within our company! You will have the opportunity to build everlasting relationships with our customers and reach goals with your team, "Come Begin Your Story" as Manager in Waiting! You'll know you are a successful Manager in Waiting when you: Develop, direct, train, and manage branch personnel with supervisor direction and assistance Maintain office cash with accuracy and security Achieve account gain through proven loan judgement and effective customer solicitation Ensures prompt completion of loan process Minimizes delinquent debt through collection activities both by verbal and written communication Ensures reporting of branch figures to corporate office for accounting purposes You could be a great addition as Manager in Waiting if you have: Ensures compliance with state and federal lending regulations and Company policies Ability to obtain license, certification, and/or governmental approval to provide ancillary products and services, as applicable Valid driver's license and daily access to a reliable automobile for business use; such as delivering bank deposits, conducting marketing visits, etc. Computer literacy, ability to operate a ten-key calculator, basic mathematical skills and the ability to handle simple monetary transactions quickly and accurately Ability to work in a stressful environment and adhere to strict timelines and/or deadlines Keep in mind that as Manager in Waiting we provide: An EXCELLENT benefits bundle that includes medical insurance (minimal cost to the employee), dental, life insurance, short-and long-term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time. Monthly Bonus Potential - You have the ability to earn a monthly bonus when your team meets your Company set goals! Community Service - As a company, we are pro-active members of the community. We make ongoing contributions to charities, local food banks, educational institutions and more. Growth Potential- We believe in fostering our employees' talents and providing a pathway for their individual career story. TOP-of-the-line training that includes hands-on training, online training, and new hire class orientation. We are committed to helping you build a solid foundation and do your job to the best of your abilities. This position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be evaluated and will not automatically disqualify the candidate. Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin
    $35k-43k yearly est. 4d ago
  • Strategic CFO for Nonprofit - Finance & Operations Leader

    Kentucky Society of Association Executives Inc. 3.5company rating

    Oak Brook, IL job

    A nonprofit organization based in Oak Brook seeks an Assistant Executive Director for Finance and Administration to lead its financial operations and strategy. This role will require a strong financial leader with extensive experience in budget management, risk management, and human resource oversight. Ideal candidates will have a Bachelor's degree in finance or a related field, with an MBA or CPA being strongly preferred. The organization offers a hybrid work environment, competitive compensation, and a supportive workplace focused on member impact. #J-18808-Ljbffr
    $123k-219k yearly est. 2d ago
  • Customer-Centric AI Deployment Engineer

    Truth Systems 4.5company rating

    San Francisco, CA job

    A technology firm focused on AI safety is seeking a candidate for a mission-driven role that melds engineering with customer empathy. You will be responsible for leading client integrations of trust and safety software, ensuring successful product adoption while also translating client feedback into actionable improvements. This in-person role is based in San Francisco and includes regular travel across the U.S. Competitive salary and equity are offered. #J-18808-Ljbffr
    $103k-144k yearly est. 21h ago
  • Employee Relations Specialist III

    Navy Federal Credit Union 4.7company rating

    Pensacola, FL job

    To provide guidance to management and employees on performance concerns, conflict resolution, organizational changes, HR policies and procedures, employment/labor laws, EEO, and adverse employment actions to promote a fair and equitable work environment. Assess and address employee engagement, manager education, employee and manager counseling, performance improvement efforts, investigations, policy interpretation and resolution of employee grievances/charges. Responsibilities Evaluate employee inquiries and problems to determine best course of action; provide advice and guidance Lead thorough and timely workplace investigations and make recommendations on appropriate course of action including formal levels of disciplinary action (e.g., reprimand, suspension, reassignment/reduction or termination) to minimize legal risk Create chronological history of relevant issues; ensure the accuracy of the content and that the document is legally defensible/sound Resolve issues involving discipline, performance, employee concerns, attendance, personnel actions, and employment policies/procedures and laws (e.g., EEO, AAP, FMLA, ADEA, ADA) Apply knowledge of theories, principles, and practices of human resource management; research and evaluate employment practices and make recommendations Analyze exit survey, turnover and other employee data to produce metrics outlining the current state and provide recommendations to internal customers Maintain working knowledge of regulatory requirements and practices including changes and new legislation Research Navy Federal policies, procedures and past practices to ensure consistency in all adverse employment actions Review performance appraisals as needed; evaluate the content of the appraisal to ensure fairness, consistency, accuracy and legal compliance Confer and consult with Office of the General Counsel (OGC) and external law offices on litigation cases; provides detailed case analysis and documentation as needed Apply knowledge of federal, international and state employment laws to provide advice, guidance, and counseling to employees and management Represent Navy Federal in unemployment hearings and appeals, as necessary Assist in composing internal and external communications Lead and/or provides support for projects and initiatives within the business unit and/or across the organization Research, compile, review and analyze reports Participate in training and mentor initiatives with new Employee Relations team members Perform other duties as assigned Qualifications Significant knowledge in local, state and federal employment regulations Advanced knowledge of federal and state leave and disability laws related to benefits, HIPPA, FMLA, ADA and substance abuse Significant experience in managing multiple priorities independently and/or in a team environment to achieve goals Ability to maintain confidentiality and demonstrate integrity Advanced skill applying local, state and federal employment regulations Advanced research, analytical and problem solving skills Advanced verbal and written communication skills Advanced skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Advanced skill presenting findings, conclusions, alternatives and information clearly and concisely Advanced organizational, planning, and time management skills Advanced skill working with diverse internal and external contacts Advanced skill building effective relationships through rapport, trust, diplomacy and tact Advanced skill navigating multiple screens and PC applications and adapting to new technologies Bachelor's Degree in Human Resources, Business Administration, or the equivalent combination of training, education, and experience Desired Qualifications Basic knowledge of Navy Federal Human Resources policies, procedures, and programs Basic knowledge of Navy Federal's functions, philosophy, operations and organizational objectives PHR/SHRM-CP or SPHR/SHRM-SCP Certification Hours: Monday - Friday, 8:00AM - 4:30PM Locations: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526 | 141 Security Drive, Winchester, VA 22602 | 9999 Willow Creek Road, San Diego, CA 92131 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
    $49k-63k yearly est. 4d ago
  • CRA Administration Officer

    Cathay Bank-Headquarters 4.4company rating

    El Monte, CA job

    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Responsible for the creation of in-depth analyses of bank CRA performance, including recommendations on how to improve performance - lending, investments, and services. Acts as a backup for other department positions when others are out of the office. Represents the Bank at various community events and fundraisers, acts as a champion for the CRA team at internal meetings and/or events. Assist with participating in CRA service activities and other assignments that contribute to the implementation and maintenance of an effective CRA Compliance Program for the Bank. ESSENTIAL FUNCTIONS Acts as a backup for other department positions when others are out of the office (Analysts and Assistant Manager) when needed. Perform secondary reviews and ensure accuracy of CRA data as necessary for the three CRA performance tests. Ensure that all department policies and procedures are updated in a timely manner. Represent the Bank and CRA team at various community events and bank sponsored events. Along with the SVP, Director of Community Development, be actively involved in the annual Risk Control Self-Assessment. Monitor reports and prepare quarterly performance analysis, annual self-assessment, strategic plan, and annual loan goals. This documentation will be presented by the SVP, Director of Community Development at the Risk & Compliance Committee, Enterprise Risk Management and Internal Control Committee meetings. Coordinate the preparation and distribution of meeting materials for the Community Advisory Committee meetings. Prepare and distribute meeting minutes for these meetings as well as be a regular attendee at these meetings. Take a very active role in the implementation of various special projects that will positively impact the CRA program, such as the Dodd Frank Section 1071, and changes to CRA regulations. Perform other special projects, as assigned by the SVP, Director of Community Development to include but not limited to the declined small business loan referral program and Supplier Diversity. Maintain current information for the Intranet, Public File, Bulletin, forms and charts. Assist with CRA activity performance tracking in other areas as needed. Complete assigned training courses in a timely manner. QUALIFICATIONS Education: Bachelor's degree is preferable in Business, Accounting, or Finance. Experience: Minimum of three years of banking experience. Some working knowledge of accounting or loan underwriting. CRA knowledge is a plus. Knowledge of CRA software and SharePoint preferred. Skills/Ability: Strong computer skills; proficient with Microsoft Office products. Takes initiative, works independently with minimal supervision, and consistently meets deliverable dates. Professional, able to effectively interact with all levels of the Bank as well as with external partners. Good organization and analytical skills. Excellent verbal and written communication skills. Highly organized, results-oriented with strong attention to detail and good follow-through skills. Enthusiastic and self-motivated. Willingness to work overtime occasionally to accomplish and meet deadlines, and to attend CRA activities. Ability to work offsite to perform service hours and attend CRA activities. OTHER DETAILS $33.65 - $48.08 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
    $33.7-48.1 hourly 1d ago
  • Technical Documentation Specialist

    Source One Technical Solutions 4.3company rating

    Fort Worth, TX job

    Top 3 must-have skill sets: Excellent written and verbal communication in English. Proficient in Microsoft Office suite. Prior experience with SAP is a plus. MBR Preparation & Scanning Receive, review, and prepare MBRs for scanning (verify completeness, paginate, remove staples, repair pages as needed). Operate scanning equipment to digitize MBRs at required resolution and format (e.g., searchable PDF), ensuring zero page loss and high image quality. Maintain standardized file naming and folder structures to enable rapid retrieval and audit readiness. Records Control & Retrieval Manage secure storage and access permissions for scanned and physical MBRs. Respond to internal requests (Quality, Manufacturing, Supply Chain, Engineering) by locating, retrieving, and providing MBRs Track requests, turnaround times, and document issuance/return to maintain chain-of-custody. Compliance & Data Integrity Adhere to GxP, GDP (Good Documentation Practices), and company SOPs at all times. Conduct routine self-checks and peer reviews to ensure accuracy, completeness, and traceability. Support audits/inspections by preparing document packs, access lists, and evidence of control. Physical & Inventory Controls Maintain organized physical archives; perform periodic inventory and reconciliation of records. Required Qualifications: High school diploma or equivalent; some college or vocational training preferred. 1-3 years of experience in document control, records management, or manufacturing operations. Familiarity with GxP/GDP and SOP-driven environments. Proficiency with scanners and document management systems Strong attention to detail, accuracy, and time management
    $26k-36k yearly est. 21h ago
  • Program Manager - DHS Federal Law Enforcement Training Center (FLETC)

    ITC Federal, Inc. 4.7company rating

    Brunswick, GA job

    ID 2025-1435 Remote No JOB TITLE: Program Manager GOVERNMENT AGENCY: Department of Homeland Security (DHS), Federal Law Enforcement Training Center (FLETC) POSITION INFORMATION: Full-Time Position LOCATION: FLETC Headquarters - Glynco, GA; or other FLETC Training Delivery Points (TDPs) in Artesia, NM; Charleston, SC; or Cheltenham, MD (including the Washington, DC Office). Some services may be performed remotely. The place of performance will be dependent on the awarded proposal. POSITION TIMING: Contingent on Contract Award ITC Federal, LLC, (ITC) is an information technology and consulting company focused on servicing the needs of the Federal Government. ITC's mission is to apply earned expertise in DevSecOps, Cloud Computing, Federal Financial Systems, App Dev, and Cyber Security to assist our clients in achieving their mission. ITC is located in Fairfax, VA and offers outstanding compensation and benefits plan and a challenging and rewarding professional work environment. The Federal Law Enforcement Training Centers (FLETC) is a component of the Department of Homeland Security (DHS) whose mission is to train and support the training of federal, state, local, and tribal law enforcement officers - as well as international partners - who uphold and enforce U.S. laws, treaties, and regulations at home and abroad. Headquartered in Glynco, Georgia, with additional training delivery points in Artesia, New Mexico; Charleston, South Carolina; and Cheltenham, Maryland, FLETC serves as a critical resource for law enforcement readiness across the nation. This program provides the full range of Information Technology (IT) Delivery and Operations Support Services (DOSS) required to sustain and advance FLETC's mission. These services support FLETC Headquarters, Training Delivery Points (TDPs), and Partner Organizations. The Program Manager will lead a large-scale, enterprise-level IT Support Services program of 50+ staff supporting the FLETC mission. The role requires hands-on technical and managerial expertise to oversee IT operations, infrastructure, cybersecurity, modernization, and service delivery across multiple geographically dispersed locations. The Program Manager will serve as the primary point of contact for government leadership, ensuring quality, innovation, and mission success through proactive communication and disciplined program management. Responsibilities RESPONSIBILITIES: Manage the scope and complexity of a large-scale, enterprise IT program supporting FLETC's nationwide operations. Lead and coordinate a highly technical, task order-driven environment, including: Cloud and On-Premises IT Infrastructure O&M Hardware and Software Management Network Engineering, Monitoring, and Management Systems Administration and Modernization Onsite and Remote IT Service Desk Operations Cybersecurity Operations and Training Serve as the primary government point of contact, providing technical supervision and strategic direction for all contractor personnel. Collaborate with the COR and government stakeholders to monitor contract performance and support evolving mission needs. Oversee cost, schedule, and performance across multiple task orders while ensuring delivery of high-quality, consistent service. Manage risk, performance metrics, and process improvements, providing leadership visibility into key operational areas. Foster a culture of innovation, identifying opportunities for modernization and efficiency across all service areas. Drive customer satisfaction through proactive communication, issue resolution, and accountability. Qualifications REQUIRED: Bachelor's degree in Engineering, Systems Management, Business Administration, or a related field. Minimum of 7 years of experience in IT program or project management. Ability to obtain and maintain a Public Trust security clearance. Proven experience managing programs in a task order environment. Demonstrated ability to manage performance-based service agreements and deliver results within budget and schedule constraints. Experience developing and managing project budgets, risk and opportunity plans, and strategic initiatives. Strong written and verbal communication skills, including experience preparing business cases and strategic plans. DESIRED: Project Management Professional (PMP) certification or equivalent. ITIL certification. Prior experience supporting federal law enforcement or DHS customers. Demonstrated success leading large, complex IT programs with dynamic scope and multiple service towers. Strong understanding of performance management, project control principles, and process improvement methodologies. Proven ability to implement organizational innovation and operational efficiency initiatives. CLEARANCE: All positions under this task order shall be considered at the High-Risk level, except for those that require access to classified national security information. WORK ENVIRONMENT AND PHYSICAL DEMANDS: Candidate must be able to function in general office environment. ITC Federal is an equal opportunity employer and will not discriminate against any application for employment on the basis of age, race, color, gender, national origin, religion, creed, disability, veteran status, marital status, sexual orientation, genetic information, military status, disability, or sex including pregnancy and childbirth or related medical condition or on any other basis prohibited by law.
    $44k-69k yearly est. 1d ago
  • Process Improvement Analyst II/III (Security)

    Navy Federal Credit Union 4.7company rating

    Pensacola, FL job

    Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Analyze, determine, coordinate, and implement continuous process improvements (CPI) to achieve end-to-end business optimization of complex business processes and systems. Research internal processes and capabilities to improve Return on Investment (ROI), enhance the effectiveness of the business and/or services and react effectively to business needs with considerable latitude for discretion. Provide guidance and advice to management on the most efficient use of resources to obtain positive and measurable results. Perform complex process improvement functions under minimal supervision. Lead complex/difficult tasks with advanced analysis and considerable impact, latitude, and scope. Responsibilities Utilize business process reengineering (BPR) techniques, model business processes, and conduct data analysis to examine end-to-end business processes to improve efficiency and operations Provide follow-up to monitor the progress of planned improvement implementation to assure timely action, support and achieved expected benefits Collaborate with functional areas to develop and maintain performance metrics, measurements, methods and targets Obtain and analyze quantitative and qualitative data of business processes to determine solutions and promote data driven decisions Research and evaluate opportunities related to process flow variance deficiencies Develop and implement processes and procedures to ensure correct recording of actual labor times Coordinate with related departments and functions to assure appropriate information flow and understanding of overall process improvement direction Analyze processes and workflows to understand value chain, input/output, to improve and/or automate business performance Leverage best practices gained through process improvement activities to other activities which would benefit from implementation Anticipate internal and/or external business challenges including regulatory; recommend process, product or service enhancements Analyze, define and document technical design for data, workflow, logical processes, hardware and operating systems environment, interface with other systems, internal and external controls and output Provide guidance and advice to management on the most effective and efficient use of resources to obtain measurable process improvements Ensure the implementation of new and enhanced processes Ensure business unit awareness of Navy Federal products, services, marketing, promotions, policies and procedures Identify and assess business strategies and opportunities; develop appropriate analytical approaches Full life-cycle project management Establish and lead project teams Develop project plan/scope/schedule/cost/communications Procure and/or manage resources/timelines/deadlines/quality Risk, Issue and Change management Ensure successful project implementation Ensure and/or collaborate with internal business partners to facilitate the design and acquisition of analytical tools required for the architectural design of technical internal solutions to monitor/assess the effectiveness of controls Monitor key performance indicators, determine gaps in performance metrics, and recommend/execute change management techniques for efficiency/quality improvements Perform other duties as assigned Qualifications Advanced knowledge of process mapping/modeling and business process reengineering Significant experience in leading teams in business process improvement initiatives Significant experience in the application of statistical methods, mathematical techniques, forecasting, cost-benefit analysis and related analytical tools Advanced knowledge of market trends, business strategies and technology and their interrelationships Significant experience in working effectively with diverse internal and external contacts Lean Six Sigma certification (L6-S) or the equivalent combination of training, education, and experience Certified Business Process Professional (CBPP) or the equivalent combination of training, education, and experience Certified Business Process Improvement/Reengineering Practitioner (CBPR) or the equivalent combination of training, education, and experience Advanced skill in project management to include establishing and leading project teams; managing timelines/deadlines/resources; ensuring successful project implementation Advanced skill communicating with all levels within an organization Advanced skill exercising initiative and using good judgment to make sound decisions Advanced research, analytical, and problem solving skills Advanced skill in the analysis of technical issues in order to recommend, develop and/or implement strategies and achieve objectives Advanced analytical thinking skills to include summarizing information and clearly identifying key elements, patterns, results or relationships Advanced analytical/quantitative, reconciliation and deductive reasoning skills Advanced verbal and written communication skills Bachelor's Degree in Business Administration, Finance, or the equivalent combination of training, education, and experience Desired Qualification(s) Lean Six Sigma or the equivalent combination of training, education, and experience Hours: Monday - Friday, 8:00AM - 4:30PM Locations: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
    $55k-68k yearly est. 4d ago
  • Financial Partner/Universal Associate

    Heritage Financial Credit Union 4.4company rating

    Wappingers Falls, NY job

    Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Rate of Pay: $20 - $23 per hour depending on experience POSITION PURPOSE As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer. Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union Engage in conversations with business members about available commercial loan products and their structures Identify lending opportunities through discussions with business members while opening accounts. Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach. Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services. Recommend improvements to workflows, efficiency, and quality of service. Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources Submit thorough referrals to the Commercial Loan Department Understand the documentation required for initiating a commercial loan application Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality Meet or exceed established performance goals Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services. Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures Performing account and loan intake and funding Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads Effectively perform Lobby Engagement and First Impression Opening daily Ability to open and close the branch as assigned by branch management Requirements: EDUCATION/CERTIFICATION: High School Diploma or equivalent required; Bachelor's degree preferred. NMLS License required. A Notary License is required or must be obtained within 9 months of hire. REQUIRED KNOWLEDGE: Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance EXPERIENCE REQUIRED: 4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement. SKILLS/ABILITIES: Critical thinker with the ability to creatively solve problems and develop business plans. Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers. Effective communication with team members and peers to foster a supportive and collaborative network. Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members. Needs-based selling with exception product knowledge. Microsoft Office Software.
    $20-23 hourly 21h ago
  • IT Service Desk Ticketing System Administrator - DHS Federal Law EnforcementTraining Center (FLETC)

    ITC Federal, Inc. 4.7company rating

    Brunswick, GA job

    IT Service Desk Ticketing System Administrator - DHS Federal Law Enforcement Training Center (FLETC) ID 2025-1449 Remote No JOB TITLE: IT Service Desk Ticketing System Administrator GOVERNMENT AGENCY: Department of Homeland Security (DHS), Federal Law Enforcement Training Center (FLETC) POSITION INFORMATION: Full-Time Position LOCATION: FLETC Headquarters - Glynco, GA; or other FLETC Training Delivery Points (TDPs) in Artesia, NM; Charleston, SC; or Cheltenham, MD (including the Washington, DC Office). Some services may be performed remotely. The place of performance will be dependent on the awarded proposal. POSITION TIMING: Contingent on Contract Award ITC Federal, LLC, (ITC) is an information technology and consulting company focused on servicing the needs of the Federal Government. ITC's mission is to apply earned expertise in DevSecOps, Cloud Computing, Federal Financial Systems, App Dev, and Cyber Security to assist our clients in achieving their mission. ITC is located in Fairfax, VA and offers outstanding compensation and benefits plan and a challenging and rewarding professional work environment. Program Overview: The Federal Law Enforcement Training Centers (FLETC), part of the Department of Homeland Security (DHS), is responsible for training and supporting the training of federal, state, local, and tribal law enforcement officers-as well as international partners-who enforce laws, treaties, and regulations in the United States and abroad. Headquartered in Glynco, Georgia, with training delivery points in Artesia, New Mexico; Charleston, South Carolina; and Cheltenham, Maryland, FLETC's mission depends on secure, stable, and modern IT infrastructure. This program delivers comprehensive Information Technology (IT) Delivery and Operations Support Services (DOSS) that ensure reliable and efficient IT performance across all FLETC locations. The IT Service Desk Ticketing System Administrator will play a key role in maintaining, enhancing, and supporting the Service Management and ticketing platforms that enable FLETC's enterprise IT operations. The IT Service Desk Ticketing System Administrator is responsible for the administration, configuration, and optimization of the FLETC IT Service Desk environment, ensuring effective service delivery and incident management across the organization. This position is ideal for an experienced IT professional with deep expertise in Ivanti Service Manager and related Ivanti modules, as well as a strong background in database design, system integration, and IT service management processes. The administrator will work closely with IT leadership, support teams, and system owners to design efficient workflows, maintain data integrity, and implement enhancements that align with DHS and FLETC operational goals. Responsibilities RESPONSIBILITIES: Administer, configure, and maintain the Ivanti Service Manager platform and related systems, including Ivanti Voice Server, Asset Manager, and Change Manager. Design, develop, and maintain database schemas and data structures that support clear referential integrity and optimized performance. Configure and customize Service Desk modules to support incident, problem, change, and asset management processes. Implement workflows, automation, and reporting capabilities to enhance service delivery and user experience. Manage system integrations with other enterprise tools, directories, and databases to ensure seamless interoperability. Monitor system performance, troubleshoot issues, and ensure high availability and reliability of the ticketing environment. Maintain comprehensive documentation for system configuration, procedures, and data models. Collaborate with IT leadership to align Service Desk processes with ITIL and DHS/FLETC standards. Support user training, permissions management, and service catalog administration within the Ivanti environment. Qualifications REQUIRED: Extensive hands-on experience designing and administering Ivanti Service Manager, Ivanti Voice Server, Ivanti Asset Manager, and Ivanti Change Manager. Proven experience designing and maintaining database schemas and structures with strong referential integrity. Deep understanding of IT Service Management (ITSM) principles, including incident, problem, change, and asset management. Strong analytical and troubleshooting skills with attention to detail and accuracy. Ability to collaborate effectively with cross-functional IT teams and communicate complex concepts clearly. Ability to obtain and maintain a Public Trust security clearance. DESIRED: Experience developing automation scripts or integrations using Ivanti APIs, PowerShell, or related technologies. Familiarity with Microsoft SQL Server or other relational database management systems. ITIL certification or demonstrated experience applying ITIL-based processes. Experience supporting enterprise-level Service Desk systems within federal or large-scale environments. Excellent documentation, communication, and customer service skills. WORK ENVIRONMENT AND PHYSICAL DEMANDS: Candidate must be able to function in general office environment. ITC Federal is an equal opportunity employer and will not discriminate against any application for employment on the basis of age, race, color, gender, national origin, religion, creed, disability, veteran status, marital status, sexual orientation, genetic information, military status, disability, or sex including pregnancy and childbirth or related medical condition or on any other basis prohibited by law.
    $62k-75k yearly est. 3d ago
  • Manager - Research and Development Tax Credit

    True Partners Consulting 4.1company rating

    True Partners Consulting job in San Jose, CA

    When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle market companies, both public and private, throughout the United States. Our experienced team of premier industry professionals is committed to building a global practice built on a culture of respect, recognition, and reward. We want to know, what's TRUE about you? Learn more about us at TPCtax.com/Careers. About the Role - Research and Development Tax Credit Manager Requirements •\tBachelor's or master's degree in accounting, tax, or other closely related field •\tCPA, EA, or JD licensure •\t4+ years of tax experience in public accounting or corporate tax department •\tExcellent knowledge of IRC Section 41 •\tExcellent written and verbal communication skills Responsibilities •\tUnderstand IRC Section 41 and the accompanying Treasury Regulations. •\tWork with team to accurately calculate and support the research tax credit. •\tManipulate and analyze large volumes of financial data in mathematical models (generally Excel-based) in compliance with rules governing the research tax credit. •\tCommunicate with clients, take notes, and translate those discussions into living documents suitable for release to governmental authorities . •\tPlan and coordinate the flow of information with clients. •\tDevelop and maintain strong client relationships. •\tDevelop, motivate, and train staff level team members. •\tSimultaneously manage multiple projects and engagements for multiple clients across various industries and locations. •\tDraft and review documents supporting the development activities conducted by client personnel. •\tTravel to client locations as needed. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Job Advertisement: About True Partners Consulting When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle market companies, both public and private, throughout the United States. Our experienced team of premier industry professionals is committed to building a global practice built on a culture of respect, recognition, and reward. We want to know, what's TRUE about you? Learn more about us at TPCtax.com/Careers.About the Role - Research and Development Tax Credit ManagerRequirementsBachelor's or master's degree in accounting, tax, or other closely related field CPA, EA, or JD licensure 4+ years of tax experience in public accounting or corporate tax department Excellent knowledge of IRC Section 41 Excellent written and verbal communication skills ResponsibilitiesUnderstand IRC Section 41 and the accompanying Treasury Regulations. Work with team to accurately calculate and support the research tax credit. Manipulate and analyze large volumes of financial data in mathematical models (generally Excel-based) in compliance with rules governing the research tax credit. Communicate with clients, take notes, and translate those discussions into living documents suitable for release to governmental authorities . Plan and coordinate the flow of information with clients. Develop and maintain strong client relationships. Develop, motivate, and train staff level team members. Simultaneously manage multiple projects and engagements for multiple clients across various industries and locations. Draft and review documents supporting the development activities conducted by client personnel. Travel to client locations as needed. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
    $128k-179k yearly est. 17d ago

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