United States Account & Relationship Management Job Listings

Commercial Portfolio Manager - To 140K - Deerfield, IL - Job 3282

Commercial Portfolio Manager – To $140K – Deerfield, IL – Job # 3282 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Commercial Portfolio Manager role in the Deerfield, IL area. This selected candidate will be responsible for independently managing a Commercial Loan portfolio. The candidate will manage, acquire, and deepen a portfolio of new and existing profitable lending relationships, with a greater emphasis on maintaining a larger lending portfolio of the Bank’s existing clients. This position includes a generous salary of up to $140K and a full benefits package. (This is not a remote position.) Commercial Portfolio Manager responsibilities include: Managing a portfolio of commercial clients including monitoring loan covenants and structuring loan proposals. Underwriting and originating of new credits from existing and/or new customers including renewals, modifications, and annual reviews. Making appropriate loan structure recommendations. Proactively looks to expand client base by cultivating referral relationships, and target marketing clients/prospects in accordance with the Bank’s marketing standards. Meeting and exceeding monthly performance scorecard goals that include but, are not limited to developing new profitable business relationships. Enhancing the cross-sell ratio through the expansion and deepening of client penetration as well as job-related behaviors. Highly involved in indirect and direct sales calls as well as representing the Bank in various industry-specific trade organizations that promote the Bank’s loan growth within the desired industries. Preparing spreads, performing covenant checks, completing loan reviews, updating ticklers, and populating FDM (electronic document storage system) within a reasonable timeframe upon receipt of financial information and/or other requested documentation. Spreading, analyzing, and reviewing financial conditions, income sources, and collateral coverage of borrowers including corporations, partnerships, sole proprietors, and individuals. Collecting updated borrower financial information in accordance with periodic reporting requirements and completing scheduled loan reviews. Preparing loan presentation write-ups for management and loan committee approvals. Ensuring that loans and other assets are appropriate, and timely risk rated in accordance with the Bank’s loan policy. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor’s degree is preferred, or equivalent business experience is preferred. Four or more years of banking experience with an emphasis on relationship management and commercial lending. Strong background in prospecting for new clients and a demonstrated track record in business development. Strong organizational, time management skills, and leadership qualities. Working knowledge of financial analysis and accounting theory, and the ability to write clearly, logically, and analytically. Excellent written and oral communication skills. Ability to be a self-starter and demonstrate a strong level of initiative and commitment with a minimum level of supervision. Ability to understand accounting, including financial statement spreads, cash flows, and credit analysis. Ability to define problems, proactively identify and articulate risks, collect data, establish facts, and draw valid conclusions. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

$140,000

Sr. Treasury Management Sales Officer - To 110K + Bonus - Deerfield, IL63393555311745121

The Symicor Group

Sr. Treasury Management Sales Officer - To 110K + Bonus - Deerfield, IL

Deerfield, IL, USA

Sr. Treasury Management Sales Officer – To $110K + Bonus – Deerfield, IL – Job # 3385 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our community bank client is seeking to fill a Sr. Treasury Management Sales Officer role in the greater Deerfield, IL area. The selected candidate will be responsible for business development, consultative sales, and relationship management to commercial clients. This position offers a competitive salary of up to $110K + Bonus and a full benefits package. Candidate must reside in the state of Colorado. (This is not a remote position) Sr. Treasury Management Sales Officer responsibilities include: Achieving new sales targets and portfolio revenue growth objectives. Partnering with lenders and others to target and build opportunities for Treasury Management solutions. Influencing and enriching the sales process through industry trend analysis, product innovation, and consultative relationship reviews. Executing strategic market-based sales plan to target prospects and existing customers. Achieving annual performance metrics for new business sales, call expectations and retention of strategic client relationships. Growing non-interest income. Managing pipeline for accuracy. Representing Treasury Management in internal and external settings. Building brand awareness. Performing other duties as assigned. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: BA/BS degree in Business, Finance or related degree or equivalent. Five or more years proven treasury management sales experience. Certified Treasury Professional (CTP) or Certified Cash Management (CCM) certification preferred. Proven ability to drive deposits. Experience with territory management in sales. High level of Treasury Management product knowledge and product innovation. Knowledge of credit and operational risk-ability to quantify potential exposure. Industry or vertical market expertise. Strong knowledge of market/industry trends. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

$0-110,000

PT-30 Relationship Specialist - Kingwood63393538679811122

Smart Financial

PT-30 Relationship Specialist - Kingwood

Kingwood, Houston, TX, USA

**This is a part-time, onsite position. 30 hours per week** The Relationship Specialist is responsible for building relationships with current and potential membership by not only meeting their immediate need but consulting on future needs and recommending credit union products and services to meet those needs. The Relationship Specialist is also responsible for delivering a superior member experience to members and potential members of the credit union who interact with the credit union through our branch locations and over the phone. This individual must have a thorough understanding of credit union processes, products, and services in order to effectively communicate the most appropriate solutions to our members. Applicant must have a strong and proven sales background with the ability to meet or exceed established goal in a fast-paced environment. This person may also be relied on to complete teller duties and transactions as needed in the course of the day. Responsible for account opening and maintenance while proactively cross-selling credit union products and services to existing and potential members through in-person sales as well as by phone and written correspondence. Answer questions and/or resolve complex technical problems on member accounts. Responsible for the processing of in-branch loan requests while uncovering possible lending needs through conversations with members and mining the credit reports. Offer solutions that add value to their relationship with the credit union. Provide service and support for members over the phone dealing with requests that are both routine in nature and some that require extensive research and use of problem solving skills. Take complete ownership of ever call. Conduct teller transactions in an accurate and efficient manner. May assist in the planning and implementation of branch sales promotion campaigns and perform other duties as assigned by the Branch Manager, such as working on call lists or external activities to bring business to the branch. Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets control. Requirements Experience A minimum of one year up to three years of similar or related experience, including preparatory experience. Education/Certifications/Licenses A high school degree or equivalent Interpersonal Skills Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in-depth discussions. A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers. ADA Requirements Physical Requirements Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Working Conditions Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. Mental and/or Emotional Requirements Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. Benefits Smart Financial Credit Union offers a competitive salary and excellent top-tier benefits. In addition, Smart Financial Credit Union has a tuition reimbursement program; part-time-time employees can receive up to $2,000 per year in tuition reimbursement. Smart Financial Credit Union was ranked as Houston's Best Places to Work five consecutive years in a row! Source: Houston Business Journal, 2011, 2012, 2013, 2014, and 2015. Smart Financial Credit Union was ranked USA Top Workplaces (National Award)! Source: Houston Chronicle - 2021 and 2022 Smart Financial Credit Union was ranked Top Workplaces (Regional Award) six consecutive years in a row! Source: Houston Chronicle - 2016, 2017, 2019, 2021, 2022, 2023, and 2024 Smart Financial Credit Union was also ranked as Best Companies to Work for in Texas! Four consecutive years in a row! Source: Texas Association of Business (TAB) and Texas Monthly Magazine – 2014, 2015, 2016, and 2017 *** Applicants must submit a resume in order to be considered for the position. Smart Financial does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits. Smart Financial Credit Union (SFCU) commits to fostering a diverse, equitable, and inclusive workforce and member base where a sense of belonging is evident. Our core values and purpose compel us to invest in our culture, with the objective that all who interact within and with the credit union can be appreciated for their unique individuality and thrive in the environment, with respect for each other and our greater community. https://www.eeoc.gov/sites/default/files/2023-06/2... https://www.dol.gov/sites/dolgov/files/WHD/legacy/... https://www.dol.gov/sites/dolgov/files/ofccp/regs/... https://www.dol.gov/sites/dolgov/files/WHD/legacy/...

Negotiable Salary

Commercial Loan Portfolio Manager - To 110K + Bonus - Murfreesboro, TN - Job #63393512284673123

The Symicor Group

Commercial Loan Portfolio Manager - To 110K + Bonus - Murfreesboro, TN - Job #

Murfreesboro, TN, USA

The Position Our bank client is seeking to fill a Commercial Loan Portfolio Manager role in the Murfreesboro, TN area. This selected candidate will be responsible for independently managing a large Commercial Loan portfolio. The candidate will manage, acquire, and deepen a portfolio of new and existing profitable lending relationships, with a greater emphasis on maintaining a larger lending portfolio of the Bank’s existing clients. This position includes a generous salary of up to $110K plus bonus and a full benefits package. (This is not a remote position). Commercial Loan Portfolio Manager responsibilities include: Managing a portfolio of commercial clients including monitoring loan covenants and structuring loan proposals. Underwriting and originating of new credits from existing and/or new customers including renewals, modifications, and annual reviews. Making appropriate loan structure recommendations. Proactively looks to expand client base by cultivating referral relationships, and target marketing clients/prospects in accordance with the Bank’s marketing standards. Meeting and exceeding monthly performance scorecard goals that include but, are not limited to developing new profitable business relationships. Enhancing the cross-sell ratio through the expansion and deepening of client penetration as well as job-related behaviors. Highly involved in indirect and direct sales calls as well as representing the Bank in various industry-specific trade organizations that promote the Bank’s loan growth within the desired industries. Preparing spreads, performing covenant checks, completing loan reviews, updating ticklers, and populating FDM (electronic document storage system) within a reasonable timeframe upon receipt of financial information and/or other requested documentation. Spreading, analyzing, and reviewing financial conditions, income sources, and collateral coverage of borrowers including corporations, partnerships, sole proprietors, and individuals. Collecting updated borrower financial information in accordance with periodic reporting requirements and completing scheduled loan reviews. Preparing loan presentation write-ups for management and loan committee approvals. Ensuring that loans and other assets are appropriately, and timely risk rated in accordance with the Bank’s loan policy. Requirements Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor’s degree is preferred, or equivalent business experience is preferred. Four or more years of banking experience with an emphasis on relationship management and commercial lending. Strong background in prospecting for new clients and a demonstrated track record in business development. Strong organizational, and time management skills, and leadership qualities. Working knowledge of financial analysis and accounting theory, and the ability to write clearly, logically, and analytically. Excellent written and oral communication skills. Ability to be a self-starter and demonstrates a strong level of initiative and commitment with a minimum level of supervision. Ability to understand accounting, including financial statement spreads, cash flows, and credit analysis. Ability to define problems, proactively identify and articulate risks, collect data, establish facts, and draw valid conclusions. Benefits This position includes a generous salary of up to $110K plus bonus and a full benefits package. (This is not a remote position).

$110,000

Senior Director, Client Success63393509753601124

Moonbug Entertainment

Senior Director, Client Success

Los Angeles, CA, USA

Thank you for considering the Senior Director, Client Success role with Moonbug Entertainment, an award-winning global entertainment company inspiring kids everywhere to laugh, learn and grow. The company is behind some of the biggest kids’ entertainment brands in the world including CoComelon and Blippi. Moonbug believes every child should have access to our entertaining and enriching content, which is why our shows are available on more than 150 video platforms globally including Netflix, Disney+, BBC iPlayer and YouTube Kids. Moonbug is also a global leader in pre-school music and audio experiences, available on 100+ audio platforms globally. Moonbug brands extend far beyond the screen to include streaming music, toys, games, books, live events, and even theme park exhibits. Moonbug is part of Candle Media, an independent, creator-friendly home for cutting-edge, high-quality, category-defining brands and franchises. By bringing together elite talent operating at the intersection of content, community, and commerce, it helps to position leading entertainment businesses for accelerated, sustainable growth in the current market and beyond. The Role Moonbug Entertainment is seeking a strategic and dynamic Senior Director of Client Success to lead our global client success function. In this role, you will oversee a high-performing team responsible for nurturing relationships with our key brand, platform, and licensing partners. Your leadership will ensure that we deliver world-class service, drive long-term value, and achieve outstanding results for our partners. This is a highly visible role that requires strong business acumen, a passion for storytelling and entertainment, and a proven ability to grow relationships within the digital media space. Responsibilities Lead, mentor, and develop a global team of client success managers, providing clear direction, performance management, and coaching. Define team KPIs and establish a culture of accountability, collaboration, and continuous improvement. Serve as a senior strategic partner to high-value clients, building trusted relationships and ensuring alignment on mutual goals. Drive client satisfaction, retention, and renewal by proactively identifying needs, challenges, and opportunities. Collaborate with sales to identify and pursue upsell and cross-sell opportunities, contributing to overall revenue growth. Partner closely with internal teams (Sales, Marketing, Creative, Legal, Product, and Production) to align on client strategies, campaign delivery, and operational success. Champion the voice of the client across the organization, ensuring their feedback informs business decisions and product roadmaps. Refine and scale best-in-class client onboarding, engagement, and reporting processes. Oversee the implementation and optimization of CRM tools and dashboards to track client health, deliverables, and performance. Monitor client KPIs and satisfaction metrics, providing insights and strategic recommendations to internal stakeholders and executive leadership. Requirements 10+ years of experience in client success, account management, or partner development within digital media, entertainment, or tech 5+ years of people leadership experience, with a track record of managing and scaling high-performing teams Proven success managing complex, global client relationships and delivering consistent growth and value Strong interpersonal and communication skills with the ability to influence stakeholders at all levels Analytical mindset with experience using data to inform strategy and optimize performance Expertise with CRM tools (e.g., Salesforce) and client lifecycle management platforms A deep understanding of the digital media landscape and children’s content is a strong plus BA/BS degree required; MBA or advanced degree preferred Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Free Food & Snacks Wellness Resources and more!

Negotiable Salary

Investor Relations Associate Temporary Role63393489187459125

Kayne Anderson Capital Advisors

Investor Relations Associate Temporary Role

Los Angeles, CA, USA

Title: Investor Relations Associate Temporary Role Location: Los Angeles, CA - Hybrid Company Overview Kayne Anderson, founded in 1984, is a leading alternative investment management firm focused on real estate, credit, infrastructure, and energy. With a team defined by an entrepreneurial and resilient culture, Kayne Anderson’s investment philosophy is to pursue cash flow-oriented niche strategies where knowledge and sourcing advantages enable us to deliver above average, risk-adjusted investment returns. As responsible stewards of capital, Kayne Anderson’s philosophy extends to promoting responsible investment practices and sustainable business practices to create long-term value for our investors. Kayne manages $37 billion in assets (as of 1/1/2025) for institutional investors, family offices, high net worth and retail clients and employs 350 professionals. Requirements Duties and Responsibilities Receive and field all incoming investor inquiries via IR inbox/IR phone line Create and circulate deal announcements Coordinate IR logistics for marketing events and conferences including running investor invite lists through Salesforce and Cvent Participate in projects and special assignments, as requested on a periodic basis Qualifications 2-5 years in a financial business environment Ability to handle confidential material with utmost discretion Highly organized and detailed oriented Strong written and oral communication skills Ability to work independently and confident in a fast-paced environment Knowledge of Salesforce and CVENT is a plus Education / Experience Bachelor’s degree or equivalent combination of education and experience Strong team player Excellent written and verbal communication skills Detail oriented Ability to multitask and prioritize responsibilities in a fast-paced and changing environment Must be able to work independently as a part of a team Benefits Lunch provided and gym in office Compensation: The hourly range for this position is $30-$35/hour Employment with the company is contingent on the applicant being able to provide proof of eligibility to work in the United States at the time of hire. Kayne Anderson is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, the City of Los Angeles Fair Chance Initiative for Hiring, and the California Fair Chance Act.

$30-35

Commercial Portfolio Manager - To 100K - Boulder, CO - Job 343663392065959809126

The Symicor Group

Commercial Portfolio Manager - To 100K - Boulder, CO - Job 3436

Boulder, CO, USA

Commercial Portfolio Manager – To $100K – Boulder, CO – Job # 3436 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Commercial Portfolio Manager role in the Boulder, CO area. This selected candidate will be responsible for independently managing a Commercial Loan portfolio. The candidate will manage, acquire, and deepen a portfolio of new and existing profitable lending relationships, with a greater emphasis on maintaining a larger lending portfolio of the Bank’s existing clients. This position includes a generous salary of up to $100K and a full benefits package. (This is not a remote position.) Commercial Portfolio Manager responsibilities include: Managing a portfolio of commercial clients including monitoring loan covenants and structuring loan proposals. Underwriting and originating of new credits from existing and/or new customers including renewals, modifications, and annual reviews. Making appropriate loan structure recommendations. Proactively looks to expand client base by cultivating referral relationships, and target marketing clients/prospects in accordance with the Bank’s marketing standards. Meeting and exceeding monthly performance scorecard goals that include but, are not limited to developing new profitable business relationships. Enhancing the cross-sell ratio through the expansion and deepening of client penetration as well as job-related behaviors. Highly involved in indirect and direct sales calls as well as representing the Bank in various industry-specific trade organizations that promote the Bank’s loan growth within the desired industries. Preparing spreads, performing covenant checks, completing loan reviews, updating ticklers, and populating FDM (electronic document storage system) within a reasonable timeframe upon receipt of financial information and/or other requested documentation. Spreading, analyzing, and reviewing financial conditions, income sources, and collateral coverage of borrowers including corporations, partnerships, sole proprietors, and individuals. Collecting updated borrower financial information in accordance with periodic reporting requirements and completing scheduled loan reviews. Preparing loan presentation write-ups for management and loan committee approvals. Ensuring that loans and other assets are appropriate, and timely risk rated in accordance with the Bank’s loan policy. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor’s degree is preferred, or equivalent business experience is preferred. Four or more years of banking experience with an emphasis on relationship management and commercial lending. Strong background in prospecting for new clients and a demonstrated track record in business development. Strong organizational, time management skills, and leadership qualities. Working knowledge of financial analysis and accounting theory, and the ability to write clearly, logically, and analytically. Excellent written and oral communication skills. Ability to be a self-starter and demonstrate a strong level of initiative and commitment with a minimum level of supervision. Ability to understand accounting, including financial statement spreads, cash flows, and credit analysis. Ability to define problems, proactively identify and articulate risks, collect data, establish facts, and draw valid conclusions. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

$0-100,000

Sr. Trust Officer - To 150K - Chicago, IL - Job 3403b63392048227459127

The Symicor Group

Sr. Trust Officer - To 150K - Chicago, IL - Job 3403b

Chicago, IL, USA

Sr. Trust Officer – To $150K - Chicago, IL – Job # 3403b Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Sr. Trust Officer role in the Chicago, IL area. The position is responsible for managing multimillion-dollar trust portfolios; primarily established by Municipalities throughout New Jersey. Wealth Management Administrator will be responsible for handling fiduciary account administration, and functions for individual and corporate client accounts, to ensure compliance to applicable laws, regulations, policies, practices and procedures. The position offers a generous salary of up to $150K and a full benefits package. (This is not a remote position). Sr. Trust Officer responsibilities include: Demonstrate strong technical knowledge of trust and estate law, gift, irrevocable life insurance trust, IRA accounts, and all ERISA regulations and standards for retirement planning. Assess client estate and tax planning needs, from a legal and business perspective to effectively guide clients and their advisors to meet client and bank interests and objectives. Maintain sound client relationships by managing administrative and fiduciary functions in all individual accounts, and follow all applicable state and federal banking rules and regulations. Engage with clients regularly, providing excellent customer service on tax investments, and general information on estate planning. Review Trust documents, providing a summary of Trust powers and any potential areas of concern. Act as liaison with client attorneys, tax accountants and other professionals to ensure best outcome for client accounts. Align closely with investment and financial & estate planning experts to design comprehensive financial strategies and solutions to help clients achieve long term goals. Identify concerns and/or potential problems with clients’ accounts and address with Chief Trust Officer and CEO. As appropriate make recommendations to resolve discrepancies. Implement and follow through on plans as needed, upon determination of assets allocation decisions. Actively participate in investment, administration and payment review committees for Trust accounts. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: A bachelor’s degree in finance or a related field is required. MBA desired. Five years’ of trust and/or estate management and administration experience. Experience with Fiduciary Income Tax and Estate Administration preferred. Expert knowledge of financial planning software including Excel, Power Point and cash flow analysis programs. Ability to effectively develop action plans for clients with recommendations for additional products and services to support long term needs and goals. Expert knowledge of federal, state and local banking regulations; as well as IRS laws and regulations. Proven project management and strategic planning skills. Ability to effectively communicate with bank Board of Directors and regulatory authorities, clients and client advocates (legal, financial and tax professionals). Proficient presentation skills and comfortable presenting to diverse audience. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

$150,000

Director Client Engagement Partner Cloud & Banking NYC63392009065729128

Athari

Director Client Engagement Partner Cloud & Banking NYC

New York, NY, USA

You will play a key leadership role across multi-disciplinary teams, guiding them through complex consulting engagements and be responsible for creating and positioning strategic change agendas within largest accounts across the C-suite, spanning the intersection between complex Business and IT customer solutions, transformations that impact across the entire customer Eco-system. As a Client Engagement Partner, you will have a pivotal role in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role demands a strong presence, industry expertise, and the ability to cultivate relationships with CXO-level clients. Your leadership will be critical in fostering talent development and innovation within the organization. This role will also be leading the overall client engagement and delivering high quality client work alongside senior client stakeholders. Working in a transaction environment which may be pre or post deal, planning post deal implementation, and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact and leadership. Requirements You’re good at what you do and possess the required experience to prove it. However, equally as important – you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused – someone who prioritizes customer success in their work. And finally, you’re open and borderless – naturally inclusive in how you work with others. Required Skills and Experience Deep Banking industry experience Deep Data and AI Knowledge Extensive experience in client engagement and relationship management at the CXO level Demonstrable ability to build and commercialize relationships with senior executives Proven track record of leading and executing complex projects with multi-disciplinary teams in a consulting, corporate or public sector environment Effective financial acumen with experience in driving revenue growth and managing margins Experience of managing or supporting high-value business development activities with senior stakeholders Deep understanding of industry trends and technology Sound personal brand and presence in the industry Demonstrated ability to innovate and drive change Benefits The compensation range for the position in the U.S. is $151,560 to $272,760 based on a full-time schedule. Your actual compensation may vary depending on your geography, job-related skills and experience. For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations: California: $166,680 to $327,240 Colorado: $151,560 to $272,760 New York City: $181,800 to $327,240 Washington: $166,680 to $300,120 Washington DC: $166,680 to $300,120 This position will be eligible for discretionary annual bonus program.

$151,560-272,760

CAE is hiring- Bookkeeper and Admin Assistant (Hardwick)

199 N Main St, Hardwick, VT 05843, USA

POSITION SUMMARY The Center for an Agricultural Economy (CAE), based in Hardwick, VT, seeks a Bookkeeper and Administrative Assistant. Are you good with numbers, and comfortable with computers, interfacing with many people and supporting org wide systems? This position will support daily accounting tasks, including accounts payable, accounts receivable, and payroll, approximately 20 hours a week. This position will also provide general administrative support, such as reception, mail processing, managing calendars, scheduling, benefits paperwork, event logistics, approximately 20 hours a week. If organization, finance and people skills are your strengths, we want to hear from you! JOB DETAILS Position: Bookkeeper and Administrative Assistant Reports to: Finance Manager Schedule: Monday-Friday 9-5 Compensation: $23.00 to 25.00 per hour, non exempt Benefits: Paid Time Off, SIMPLE IRA, Health insurance, Health savings account,, Employer-paid short-term disability and life insurance, quarterly phone stipend, professional development compensation Minimum Qualifications (or equivalent combination of education and experience): Past experience in clerical or bookkeeping tasks. Proficiency in Microsoft Office and Google Suite, particularly Excel. Proficiency with Quickbooks Desktop preferred. Familiarity with GAAP. Experience with handling sensitive information with discretion. Strong organizational skills and attention to detail SUMMARY OF RESPONSIBILITIES Accounts Payable, Accounts Receivable and Payroll (50%) Process incoming bills to ensure bills are paid within terms and follow up when necessary to fix invoices, update addresses, or clarify charges. Process weekly and monthly invoices for earned revenue from CAE’s enterprise programs Process ongoing receipt of donations and grants Initiate collections process for past-due accounts, work with program managers to resolve Process weekly physical deposits of checks and cash and ongoing electronic payments Record Vermont Farm Fund loans disbursed and loan payments collected Process biweekly payroll for ~40 employees through Quickbooks Payroll Track and pay biweekly payroll liabilities and taxes Support administrative staff with wage reporting Support Financial Manager in compiling materials for yearly financial audits Maintain and make monthly updates to program budgets-to-actual Work with the Financial Manager to develop and implement improvements to finance systems in response to organizational change CAE Administrative Support (50%) Manage daily mail pick up and processing Manage reception areas in the two primary CAE work locations Schedule tours for the public of the facilities Respond to general phone and email inquires from the public Manage reservations and calendars for the Atkins Pavillion and the Community Kitchen Provide support to the Administrative Operations Manager in benefit administration and staff onboarding Other administrative duties as assigned ESSENTIAL FUNCTIONS Physical Demands/lifting requirements: Ability to sit for long periods of time Repetitive motions and typing Mental demands: Apply good judgment to decision making Analyze and problem solve Attention to detail HIRING PROCESS A hiring team of CAE staff will lead the process. Selected candidates will have an initial phone interview the week of August 18-22, which may be followed by an interview and tour of CAE spaces the following week. Interview questions will be shared ahead of time. CAE is committed to the full inclusion of all qualified individuals and will provide support in any way to assure everyone's best experience in the hiring process. CAE will take the steps necessary to assure that people with disabilities are provided reasonable accommodations during the interview process and, if hired, subsequent employment. For accommodation inquiries, please email us. TO APPLY Email us your resume, cover letter or letter of interest, and include “Bookkeeper/Admin Assistant” in your email subject line. We’re interested to hear your thoughts on any life or work experience as it relates to this position. Applicants who go on to interview with us will also be asked to provide references. Our application deadline is August 17, 2025. Initial interviews will begin by August 19. Let us know if you have any questions! EOE STATEMENT Building community leadership, investing in relationships, and listening to the needs of the community are core principles CAE applies to all our work. We strive to foster an inclusive and supportive staff culture where learning and growth are supported. CAE is an Equal Opportunity Employer. Qualified applicants are considered for employment without regard to age, race, color, national origin, religion, sex, sexual orientation, gender identity, genetics, disability, or veteran status. BACKGROUND ON CAE The Center for an Agricultural Economy is a catalyst for change based in Hardwick, Vermont. We support rural communities and working landscapes by building a more interconnected local food system. We work together with our neighbors and partners to cultivate interdependence and investigate how to create the conditions for socially, economically and ecologically thriving communities. We implement solutions through our foundational programs, innovative projects, dynamic partnerships and the resources available across our three distinct locations. Together, these components of our organization help ensure our rural food system is supported, our farms are thriving, and everyone is treated with dignity and respect.

$23-25

Customer Account Resolution Specialist (Anchorage)

1820 Gambell St, Anchorage, AK 99501, USA

Start a career with First National Bank Alaska, the *Best Place to Work in Alaska* as recognized 10 years in a row by Alaska Business magazine readers. Attention Collections Specialists! We are hiring a new team member to join our Special Credits Unit to collect loan payments and late charges while ensuring compliance with polices and regulations and protecting bank assets. Pay/salary offer would be commensurate with experience: Customer Account Resolution Specialist: $25.15/hour minimum Customer Account Resolution Representative: $22.75/hour minimum Schedule: Monday-Friday, 8-5 FNBA Careers -- Shape Your Tomorrow - Strong work/life balance; paid time off and flexible work options - Generous medical, dental, vision plan and Health Savings Account - 401(k) with employer match - Learning, development and career advancement - Opportunities to make a positive difference in your community! Please visit us at www.FNBAlaska.com/Careers to view the full job posting and apply today. FNBA is an Equal Opportunity and Affirmative Action Employer, Member FDIC and Equal Housing Lender. VEVRRA Federal Contractor This Company is a Federal Contractor and an equal opportunity and affirmative action employer that does not discriminate on the basis of race, national origin, religion, age, color, sex, disability, veteran status, or any other characteristic protected by local, state, or federal laws, rules or regulations.

$25.15

Corporate Tax Preparer (Anchorage)

7250 Huntsmen Cir, Anchorage, AK 99518, USA

Temporary Position for the preparation of S Corporation Tax Returns until September 15th Flexible on hours worked and when, must be done in office. Estimated hours needed 40-120 @ $50.00 per hour. Must have experience, well suited for a retired person or someone looking to pick up a few bucks that is currently not employed.

$50

Cash Management Services Teller (Part-Time) - DF7865 (Anchorage, AK)

420 E 11th Ave, Anchorage, AK 99501, USA

With a network of nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides itself on providing employees with opportunities for career advancement and job satisfaction. In fact, many of our company’s managers, vice presidents, and corporate executives started out in the branches as driver/guards and tellers. Our work can be challenging, but the thousands who have stayed with our company for decades will tell you that if you have the desire to learn and the drive to succeed, Loomis is the place to be. Come join our team! Starting Pay Rate: $18.00 per hour Job Description: As Cash Management Services Teller, you work with your team to ensure the safe and secure preparation and processing of cash, coin, and check deposits for our Loomis customers. Responsibilities: Conduct deposit verification and/or change order preparation using specialized counting equipment and procedures Separate currency, coin, and/or check deposits received from bank, ATM, and/or commercial customers providing accurate count by denomination Prepare currency and/or coin change orders by denomination for each customer assigned Requirements: Ability to read, count, add, subtract, write, and record numbers Ability to perform simple computer data entry Ability to use calculator by touch Working Conditions: Part-time schedule Work is performed in a room or work area within a vault with little or no exposure to outside light Work is performed from a sitting position (on a stool with back support) or standing position (in front of a 3.5 – 4-foot-high counter) Essential Functions/Job Qualifications: As part of the qualification process for the Cash Management Services Teller position, a Human Performance Evaluation (HPE) is required. This evaluation requires successful completion of testing in the following areas: Lift: - 2lbs vertical lift from 36 inches to 52 inches from the floor (15X) - 25lbs vertical lift from 8 inches to 33 inches from the floor (1X) - 18lbs vertical lift from 1 inch to 36 inches from the floor (5X) - 2lbs vertical lift from 7 inches to 62 inches from the floor (17X) Lift-Carry: - 30lbs vertical lift from 8 inches to 40 inches from the floor, and horizontally transfer 10ft (1X) Push-Pull: - Horizontally transfer 47lbs of force on a sled (single, non-dominant arm), a distance of 1ft (1X) Repetitive Coupling: - Squeeze Jamar Hand Dynamometer requiring forces up to 30lbs / both right & left hands (17X each) Benefits: Loomis offers one of the most comprehensive employees benefit packages in the industry, which includes: Vacation and Sick Time (PTO) as well as Paid Holidays Health & Dental Insurance Vision Insurance 401(k) Plan Basic Life Insurance Plan Voluntary Life Insurance Plan Flexible Spending and Health Savings Account Dependent Care Account Industry leading Training and Development Loomis is an equal opportunity employer. EEO AA M/F/Vet/Disability. Drug Free Workplace. Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, protected veteran status or disability.

$18

Full Charge Bookkeeper (Franklin)

829 Highgrove Cir, Franklin, TN 37069, USA

The ideal candidate will be responsible for timely and accurate preparation of financial statements for multiple entities. It is essential that this candidate brings analytical and organizational skill in order to best support the Management Team. Responsibilities • Maintain and reconcile general ledger accounts, ensuring accuracy and compliance with GAAP • Working with accounting software; QuickBooks and Microsoft Office • Perform monthly bank, stock accounts, and credit card reconciliations to verify financial data integrity • Payroll and 941 tax deposits • Prepare monthly financial statements and reports for management review • Month-End and Year-End Closing by preparing and entering Journal Entries, accruals, and adjustments for multiple companies • Quarterly and Yearly Payroll Taxes and Reports including W2s • Year-End 1099s for Multiple Companies • Reconcile Year-End Financial Statements to Tax Returns • Prepare tax filings such as sales tax, business tax, and Annual Corporate Reports. • Provide documentation and support for internal and external audits. • Oversee all insurance policies, coverages, and anniversaries • Assist in year-end financial preparation for tax returns with external tax preparer. • Carrying out other duties and participating in special projects as assigned. Qualifications • Bachelor’s degree or equivalent in Accounting, Business, or Finance, preferred • 2+ years’ experience in accounting • Proficient in Microsoft Excel • Proficient in QuickBooks • Ability to multi-task in a multiple company environment • Excellent communication skills both written and verbal

$24-28

Account Receivable/Payroll (campbell)

271 Wilton Dr, Campbell, CA 95008, USA

We’re a family business looking for a detail-oriented Accounts Receivable accountant to manage incoming payments, maintain accurate records, and follow up on overdue accounts. Occasionally, the accountant will also provide payroll backup to the Accounting Manager during vacation. This role requires strong communication, time management, and the ability to follow through on open items. Key Responsibilities • Follow up on delinquent accounts for payment. • Respond to customer inquiries about payments and service issues. • Collaborate with cross-team members to ensure service was performed properly. • Process check, credit card and ACH payments manually. • Accurately apply payments to invoices. • Record adjustments (credit memos, write-offs, etc.) • Perform payroll with accuracy. Benefits • Medical and vision insurance • Dental reimbursement • Profit-sharing upon qualification and subject to vesting • Paid time off and sick leave • Paid holidays Requirements • 3+ years of experience handling high-volume AR and collections. • Strong communication skills. • Ownership of tasks, follow up and follow through until issues are resolved. • Strong attention to details and high level of accuracy. • Ability to prioritize tasks and handle multiple customer requests. In-person presence is required one day a week and for important company meetings. The remaining 4 days can be work-from-home. We look forward to hearing from you!

$24-28

Seeking Full Charge Bookkeeper/Hospitality/Small Private Club (financial district)

220 Montgomery St # 420, San Francisco, CA 94104, USA

Financial District Company is looking for an experienced Full Charge Bookkeeper to assist in managing our day-to-day accounting requirements. Confidentiality, excellent organizational skills and accuracy are important qualifications for this position, as well as good customer relations and the ability to communicate clearly. The ideal candidate for this position is a skilled multi-tasker, is reliable and is committed to consistently meeting deadlines. Skilled Data entry, A/P, A/R, Payroll (ADP Workforce Now) skilled Debit & Credit Accounting, Accrual systems, Prepaid systems experience required. Bookkeeper responsibilities and duties: • Balance and maintain accurate ledgers for A/P, A/R, Payroll, Accruals, Prepaids, Taxes for P/R Sales, Local SF etc. • Match purchase orders with invoices • Coordinate bank deposits and report financial results on a regular basis to management • Monitor office expenses and tally and enter cash receipts • Pay vendor invoices and track bank account balances • Develop monthly financial statements, including cash flow, profit and loss statements and balance sheets and bank reconciliation and any other reconciliations that are applicable. • Maintains Fixed Assets Schedules and prepares monthly depreciation journal • Prepare quarterly and monthly tax returns, along with payroll, operating and business taxes Accounts Payable: • Code vendor invoices and credits with the appropriate GL account and department information. • Create and maintain vendor information for files, including obtaining W-9 Forms. • Assemble invoices/data entry of information input in timely manner to schedule and prepare the weekly check run. • Create Manual checks as necessary • Reconciliation of any vendor statements as needed. • Assist with month-end close process by working with vendors to receive invoices on a timely basis. • Communicate with vendors on a timely basis. Payroll: • Maintain payroll information by collecting, calculating, and entering data in ADP Workforce Now. • Update payroll records by entering New Hires, changes in exemptions, insurance coverage, savings deductions, and job title and department/division transfers, etc. • Determines payroll liabilities by calculating employee federal and state income and social security taxes and employer's social security, unemployment, and workers compensation payments. • Resolve payroll discrepancies by collecting and analyzing information. • Provide payroll information by answering questions and requests. • Maintain employee confidence and protects payroll operations by keeping information confidential. • Calculate and prepare Payroll related general ledger entries. • Research and prepare special reports for management. • Communicate with insurance carriers and other program vendors. • Other accounts payable and payroll duties administrative duties as assigned. Qualifications and skills: Three years' experience working in accounts payable and receivable, general ledger, payroll and payroll reports • Strong knowledge of generally accepted accounting principles • Extensive experience with data entry, record keeping and computer operation • Proficiency in Microsoft Office, Excel and QuickBooks, Jonas or similar proprietary Accounting Programs • Experience in services related to payroll such as writing checks and submitting payroll taxes • Strong understanding of business and income tax worksheets and computations. We offer a relaxed atmosphere, great compensation, and flexible hours. Although not immediate, the opportunity has the opportunity for working remotely, Part Time and or Full Time. MINIMUM QUALIFICATIONS: • 3+ years' experience in data entry, staff accountant, full charge bookkeeper or higher • Proficiency in Excel and Outlook Email required. • Experience with ADP Run / Workforce Now is a plus. • Strong analytical and problem-solving skills and excellent time management and prioritization skills a must. • Team player: Demonstrates cooperative spirit, respects professional boundaries and is successful at sharing responsibilities with others. • MUST BE A SELF MOTIVATED INDIVIDUAL WHO TAKES INITIATIVE TO SOLVE ISSUES, SEEK KNOWLEDGE, EFFICIENCIES AND TRAINING. Compensation: - Competitive/Commensurate with Experience - Health, Dental and Vision Insurance - Commuter Benefits - Vacation/Sick Pay

$60-80

Office Admin/Bookkeeper (san jose north)

399 W Julian St, San Jose, CA 95110, USA

We are a boutique business law firm looking for an experienced and detail-oriented bookkeeper and office administrator to join our team at our office in San Jose (near SJC Airport). This is a full-time role for someone who excels at managing financial records and wants to contribute to our success. Responsibilities: • Enter time and expense entries in Mycase software. • Maintain and update financial records, including accounts payable and receivable. • Track client payments and handle invoicing. • Receiving and greeting clients at front desk (low traffic). • Answering phone calls. • Assist in court filing and calendaring. • General office admin and other tasks as needed. Qualifications: • Proven experience as a bookkeeper, preferably in legal industry. • Proficiency in Mycase (desired but not required, we will train). • Strong attention to detail and organizational skills. • Ability to multitask and prioritize tasks independently. To Apply: Please send your resume and a cover letter detailing your relevant experience and why you are a great fit for this position.

$25-35

Senior Accounting Technician (Santa Cruz CA)

2VJJ+G3 Bonny Doon, CA, USA

The County of Santa Cruz offers a generous benefits package which includes annual leave, paid holidays, medical, dental, vision and CalPERS retirement benefits! APPLY ONLINE: www.santacruzcountyjobs.com THE JOB: Under direction, to perform highly complex and responsible paraprofessional accounting work with a considerable consequence of error; and to do related work as required. The current vacancy is in the Sheriff’s Office and will require a background check. Please note that the list established from this recruitment will be used to fill the current vacancy and it may also be used to fill other vacancies during the life of the eligible list. THE REQUIREMENTS: Any combination of training and experience that would provide the required knowledge and abilities is qualifying. A typical way to obtain these knowledge and abilities would be: FOUR YEARS OF RESPONSIBLE CLERICAL ACCOUNTING EXPERIENCE AT THE JOURNEY PERSON OR HIGHER LEVEL OR ONE YEAR OF EXPERIENCE EQUIVALENT TO AN ACCOUNTING TECHNICIAN WITH THE COUNTY OF SANTA CRUZ THAT DEMONSTRATES APPLICATION OR POSSESSION OF THE REQUIRED KNOWLEDGE AND ABILITIES. FORMAL EDUCATION IN BOOKKEEPING OR ACCOUNTING FOR UP TO TWO YEARS MAY BE SUBSTITUTED FOR THE REQUIRED EXPERIENCE ON AN HOUR-FOR-HOUR BASIS. Special Requirements: Fingerprinting is required for certain positions in this class. Knowledge: Thorough knowledge of the principles and practices of bookkeeping; technical accounting methods, practices and terminology; and office procedures and practices. Working knowledge of basic cost and fund accounting practices; budgetary processes and procedures; and automated and manual bookkeeping systems. Some knowledge of accounting practices and principles; and principles of supervision and training may be required for some positions. Live, work and play in beautiful Santa Cruz County! The County’s natural beauty spans from its coastal beaches to its redwood forests. The County also has excellent shopping throughout the local communities and features a lively downtown area in the City of Santa Cruz. For more information and to apply, please visit: www.santacruzcountyjobs.com

$6,120-7,736

Senior Accounts Receivable Specialist (santa cruz)

125 Gault St, Santa Cruz, CA 95062, USA

Senior Accounts Receivable Specialist About Us Based in Santa Cruz, California, NHS Inc. has been part of skateboarding for over 50 years. We’re behind legacy brands like Santa Cruz Skateboards, Independent Trucks, Creature, OJ, Slime Balls, MOB Grip, Bronson Speed Co., Bullet, and more. We’re on a mission to be the most innovative and sought-after skateboard company in the world. And while we’ve had our share of wins, that’s never kept us from staying connected to skateboarding and its culture. We’re fully immersed, shaped by the riders and people who push it forward. That energy fuels everything we do, from product to marketing to ideas that help skateboarding grow. That mindset applies to our team too. We’re all about progression, whether it’s growing in your role, in your career, or in life. If that sounds like your kind of energy, you’ll probably fit right in.  Please note this is a Full-Time, Hybrid position at our Santa Cruz, CA. headquarters, but we are open to remote possibilities for the right candidate. The role is part of our Finance Department and reports directly to the CFO. Position Summary: As a Senior Accounts Receivable Specialist, you’re the go-to for complex A/R tasks and a key partner in keeping our cash flow steady. Chasing the shared target of minimizing bad debt losses through sound credit decisions while enabling sales opportunities. You’ll handle wholesale and distributor accounts, troubleshoot tricky situations, while working with the sales department and warehouse to make sure our partners are taken care of. Key Responsibilities (including but not limited to): Process and apply payments, research discrepancies, and resolve issues quickly. Manage receivables for both domestic and international accounts; Review aging reports and perform collection calls on past due accounts, negotiate with customers regarding credit issues in difficult circumstances. Support credit reviews and help assess payment terms for new and existing accounts. Collaborate with sales reps to keep orders moving while protecting the company's cash flow. Contribute to month-end close and reporting, bringing insight on trends or problem accounts. Assist with NHS Skate Direct (d2c) payments when applicable. Review customer returns and related issues to process credits. What We’re Looking For : 3–5 years of experience in credit & collections. Risk management. Bachelor’s degree in finance or accounting. Solid understanding of accounting systems (NetSuite, QuickBooks, SAP, or similar). Experience in Microsoft Office (Excel, Outlook, Power BI,) Adobe Acrobat, and Shopify a plus. A proactive, solution-oriented approach, you don’t just spot problems, you solve them. Professional written and oral communication skills, with the ability to tailor messages to various audiences. Highly organized with a proven ability to prioritize, track, and complete tasks efficiently and accurately. A team player that is curious, listens to coworkers, and aims to improve processes at hand. Experience in skate wholesale/distribution, or action sports brands is a plus. What You Get:  Competitive salary, incentive bonus, and profit-sharing bonus plan. Health insurance (low employee contribution), 401K plan with employer matching, and personal time off. FREE Espresso and Hot Cocoa. Awesome employee discounts on NHS products as well as discounts at other well-known companies. Base Pay Range:  $63,000 – $78,000 Please apply online at: https://nhs-inc.com/jobs/senior-accounts-receivable-specialist PLEASE NO CALLS

$63,000-78,000

Dental Practice Transition Consultant (Bay Area)

1225-1229 Page St, San Francisco, CA 94117, USA

Tired of the grind as an accountant, healthcare provider or dental equipment/supply sales? Are you ready to try something different. I spent 15 years as an executive for a Fortune 10 company. I left the corporate world and started a Professional Practice Brokerage. We help dentists sell their practices. Practices typically sell for $500,000 to $2 million or more. Brokerages charge a higher percentage commission than real estate agents. There is usually only one broker on the transaction. So, if you sell a practice for $1 million and the commission is 7%, the total commission is $70,000. If there's real estate as part of the sale, you get a commission on that as well. That's just on one commission. Of course, there is a split with the brokerage, so you would get $35,000. If you do 10 of those per year, that's not a bad year. We are looking for a Dental Practice Transition Consultant in the Bay Area. Approximately 30% of practice owners want to sell their practice in the next 5 years according to the ADA. There are more dentists in California than any other state. We will train you and show you the way. We've found the best Consultants are intelligent, former accountants, or doctors or top tier sales reps already in the dental industry. You are required to have a real estate license in California. If you've been an accountant or executive, you can pass the test in a couple of months time. You must have some drive to get new listings and be able to problem solve. It's a fun job while challenging at the same time. If you'd like to learn more, send me an e-mail. I can tell you the pros and cons of this career (it makes a great retirement career). I can also discuss how other brokers have done. Note, this is a work from home opportunity, but you will travel throughout the Bay Area and other parts of California. We look forward to hearing from you and discussing this opportunity. Omni Practice Group License #02134429

Negotiable Salary

Remote/Virtual Sales Broker - PT or FT, No Experience Necessary (Santa Rosa)

2150 W College Ave, Santa Rosa, CA 95401, USA

(Read the entire post - link to interview below) Do you….. **Need to financially support your family or generate income for the things you love to do? **Know you're made for more and want to take control of your life? **Do you want freedom and time flexibility? **Are you ready to build an Empire of your own, rather than work to build someone else's dreams? **Do you want to work for a tight-knit team where you’re part of the family, not just a part in a machine? (If you answered YES to any of those questions, keep reading...I promise this is real - lol, interview with us will prove that) ⬇️⬇️⬇️ Start a career in financial services, one of the most stable and lucrative industries in the world. We are looking for new INDEPENDENT LIFE INSURANCE AGENTS who are ready to learn the business, work hard, have fun, and finally earn what you’re worth. Work remote from anywhere, part time or full time, set your own schedule, build your own agency, no limits on your income. No experience necessary. No cold calling. This is a 1099 independently contracted commission selling position. You will be selling life insurance ONLY to people who have already reached out and asked for someone to help them with life insurance. Check out this 2 minute video about Symmetry Financial Group: https://sfglife.wistia.com/medias/jtdq52cwj8 ➡️ Part-Time workers = 15-20 hours per week and can earn $2,000-$6,000+ per month. ➡️ Full-Time workers = 35-45 hours per week and can earn $6,000-$12,000+ per month. ⚡ Highlights ⚡ ⚠️ NO cold calling, and NO bugging friends and family to buy from you (The leads we work are HOT 🔥) ⚠️ NO network marketing or MLM ⚠️ NO membership fees, dues, franchise fees, etc. ⚠️ NO sales quotas, no condescending bosses, no sleazy sales tactics, no neckties (unless that's your thing) -------------------- ✅ Hands-on training and mentoring from me and our team of very successful agents ✅ Be part of a vibrant, growth-oriented, successful team ✅ We provide you people to talk to who already asked for help with life insurance ✅ Commissions paid out daily directly to you by our insurance carriers ✅ Remote work and in-person training opportunities available ✅ Earn a raise every 2 months or LESS ✅ Health insurance available ✅ Take part and earn equity in the company ✅ Major opportunities to own your own agency (only if desired, not required) ✅ Earn bonuses, get lots of personal recognition, win/earn amazing trips to 5-star resorts all across the world ******************************** Some of our successful team members include... 👷‍♂️--A former Trade Worker (19 Y/O) who recently earned several thousand dollars AND a $1,800 bonus in his first full month 🦷--A former dental hygienist and single mom of two kids who now works from home full time and in her first year replaced a $90k a year income 👨‍🏫--A former Customer Service Rep, single mom of two, who was capped out on pay from her w2, was never gonna get a raise again, since joining symmetry she has been able to unleash her full potential, and due to uncapped pay she was able to triple her previous income. 🍺--A former bartender and musician who now works remotely, travels, and earns over $10k per month ⚕️--A former Pharmacy Tech who quit nursing school to pursue her passion of financial and time freedom who is now creating a massive agency to leave behind for her kids. 🏡--A former W-2 Sales Rep, long hours, for a boss he hated, bad pay, no control, since coming onboard he has been able to increase his income substantially, and is loving all the support in our company. ******************************** ❌ This is NOT for you if: ❌ **You're not willing to spend a couple hundred on an insurance license **You want the W-2 life and an hourly wage or salary **You’re looking for a get rich quick scheme **You don’t care about other people or you’re willing to do anything, even unethical things, to get what you want ✔️This MAY be a good fit for you if:✔️ **You have a desire to create a life worth living for yourself and those around you **Already have your insurance license or willing to get one **You are Coachable, Hard Working, Honest, and a Team Player **You have the self-discipline and integrity to put in the work needed without someone watching over you. **You’re a high character person who cares about others and likes to do the right thing **Money isn’t the end game for you, it’s just a means to freedom, helping others, and building a great life for you and your loved ones --------------------------- 📝 HOW TO APPLY Text for appointment

$2,000-6,000

Tax Assembler wanted (san rafael)

12 Alta Vista Way, San Rafael, CA 94901, USA

We are a fast-paced CPA firm seeking to find a new member to join our team! We offer a fun and family-like work environment with competitive salary. This is a P/T, seasonal position with hours varying from 15 to 30 hours per week. This is an onsite position. Your responsibilities include but are not limited to.... • Tax assembly each tax season, which includes scanning, mailing, and assembling of tax returns for government filing and client copy • Various other admin duties as assigned The ideal candidate will be organized, detail-oriented, dependable, and possess excellent verbal and written communication skills. Having tax support experience is a plus!. You will be required to work with limited supervision and are therefore required to be an excellent self-starter and can take charge. Being a team player and possessing a strong ability to multitask efficiently is an absolute must! If you believe this position is what you've been looking for and you meet our requirements, please reply with a resume (PDF). We look forward to hearing from you!

$25-27

Bookkeeper (walnut creek)

1600 Rossmoor Pkwy, Walnut Creek, CA 94595, USA

Experienced bookkeeper, 20 hours per week. Salary commensurate with experience. Contact Peter Newell, (510) 701-6949

Negotiable Salary

Entry Level Quickbooks Book Keeper - Full Time & Benefits (oakland east)

1419 Sunshine Ct, Oakland, CA 94621, USA

Hello, We are a retail home improvement store located in the East Bay Area and we are currently looking for a full time bookkeeper. This position is an in office position in the city of Oakland, Monday-Friday, 8 hours a day. Quickbooks experience is required. We will teach you the ins and outs of day to day tasks, accounting software, and the trade. Please send a copy of your resume to the email attached and we will invite you to an in person interview. All applications will be considered.

Negotiable Salary

Seasonal Tax Preparer Position – Experienced Enrolled Agent or CPA (dublin / pleasanton / livermore)

55 Wright Brothers Ave, Livermore, CA 94551, USA

A&L Financial Services is a family-owned, full-service tax and accounting firm located in Livermore, CA, just off Isabel Avenue near I-580. We’ve been in business for over 50 years and specialize in personal, business, & trust/estate income tax work. We are a small firm with two Enrolled Agents on staff, two year-round administrative staff members, and five seasonal administrative employees. We are seeking an experienced Enrolled Agent or CPA who can prepare Forms 1040, 1120, 1120-S, & 1041 with limited guidance. We process most of our clients during the regular February–April filing season, and we strive to avoid extensions whenever possible. It’s a fast-paced environment during these three months. We also have some limited work available outside of the regular tax season, so a part-time offseason position is a possibility. Many of our clients have been with us for 30-50 years, so a high level of customer service is expected in person, over the phone, and by email. We process most of our work via drop-off, and we also host several in-person appointments. Compensation is commission-based, with a rate depending on experience. We expect you to work a minimum of 40 hours per week during tax season, with opportunities for up to 60 hours per week. Please be prepared to discuss your availability for overtime, as this will help us hire staff accordingly. Job Functions: - Interview clients over the phone or in person during initial document intake - Prepare individual tax returns of varying complexity including Schedules A, B, C, D, E, & F - Handle Forms 1095-A, K-1, perform 1031 exchanges, claim EIC, Education, & Energy tax credits - Ability to notice inconsistencies and missing items in client submissions - Prepare Estimated Taxes and perform basic forward-looking tax planning - Prepare business tax returns 1120, 1120-S, & 1065 from a Profit & Loss and Balance Sheet - Prepare Schedule L & K1 for all business types - Track Shareholder or Partner Basis on Business and Personal returns - Utilize Pass-Through Entity Tax Elections when applicable - Review and make small adjustments to Clients accounting as necessary - Follow firm procedures and workflows to maintain quality and consistency - Adhere to Circular 230 standards for ethical tax practice - Independently research tax issues and develop practical solutions Qualifications - Minimum 5 years of experience in individual and business income tax preparation (10+ years preferred) - Active Enrolled Agent or CPA certification required - College degree preferred but not required - We do not have CPA specific tasks, so tax knowledge is highly favored over audit / accounting - High level of professionalism and customer service, both in person and via phone/email - Familiarity with UltraTax CS, QuickBooks, and ShareFile (or equivalent platforms) is a plus - Experience with trust tax returns (Form 1041) is a plus but not required Our official start date is Late January, but we would like you to come in to prepare a few returns during the extension season in September / October to familiarize yourself with our office and staff to ensure a smooth season for everyone next year. If you’re a great fit this tax season, we’ll be happy to have you return in future years. To apply, please email your resume along with a brief introduction. Be sure to include any professional references from previous employers or clients. We look forward to hearing from you!

$70-110

Admin Assistant (In Office) (san mateo)

1770 S Amphlett Blvd, San Mateo, CA 94402, USA

We are a bookkeeping, tax, and payroll company providing services to Bay Area contractors and we are looking for a qualified administrative accounting assistant to support our lead accountant. Starting rate is $20 per hour (depending on experience). The position is 25 to 30 hours a week Monday through Friday. This position is in office. Please do not apply if you are looking for remote work. The administrative accounting assistant will work closely with the tax preparer during tax season to acquire client tax documents and maintain organization of client files. Basic duties will be: - Answering our front desk phone and routing the calls to appropriate departments - Scheduling appointments and managing our internal calendar - Greeting clients and guests - Billing invoices - Client document acquisition and organization Skill sets we are looking for: - Knowledge of excel and outlook - Ability to think, write and communicate clearly and share information with team members - Reliable, punctual and willing to work overtime - Ability to meet deadlines while keeping a positive attitude - Multi tasking a must - Drivers with licenses are preferred for general local errands (miles reimbursed) If you have any interest in starting work in the accounting realm this is a great opportunity. Our owner has been in this field for decades and loves to teach aspiring team members. Position is available now, we are hoping to fill this as quickly as possible. Interested applicants are encouraged to reply with your resume and email address.

$20

Construction Accountant (sonoma)

108 Paseo Palencia, Sonoma, CA 95476, USA

Job Title: Construction Accountant Full-time, exempt position in San Rafael, Monday – Friday Compensation is DOE(depending on experience) but within $60,000 - $72,800 annual salary Benefits: 401k, Medical, Dental, Vision, PTO Description of Responsibilities: • Financial, administrative and clerical support to the organization • Facilitate monthly AR/client invoicing, including progress billing • Facility AP process and entries, auditing monthly • Complete monthly reconciliations for all credit cards and bank accounts • Prepare monthly financial report package for executive team • Prepare weekly job-cost reports for project management team • Maintain cash flow • Assist in utilizing BuilderTrend to its fullest, working with our rep to ensure it is operating correctly (this accounting role assists in ensuring it’s running properly and job-cost reports are accurate). Additionally, this position would work along side our rep to initiate the syncing of Builder GM and Quickbooks online. • Facilitate and assist with contract management, new job set up, subcontracts, insurance, etc. • Track subcontractor compliance including licensing, insurance and subcontracts • Track company assets/record new assets correctly for depreciation • Maintain pristine record-keeping for ease at tax time • Strong communication with internal team, clients and vendors • Positive, can-do attitude a must – as all construction offices, things can be fast-paced and change is inevitable. Must be able to go with the flow and adapt when needed. • Work with third-party accountant and CPA when required Qualifications: • 3+ years of relevant construction accounting experience • Accounting degree a plus • General understanding of GAAP principles • Proficient in QuickBooks Online • BuilderTrend experience a plus • Proficient in Microsoft Word, Excel • Excellent organizational and record-keeping skills required • Must have the legal right to work in the United States • Must have the ability to speak, read, and write English • Must have reliable means of transportation to work in order to prevent absences ADA Notification: • With or without reasonable accommodation, the physical and mental requirements of this job may include the following: sitting for long periods of time as well as seeing, hearing, speaking, and writing clearly. • Additional physical requirements may include, frequently lifting and/or moving up to 10 pounds and occasionally lifting and/or moving up to 25 pounds

$60,000-72,800

Office Administrator/ Receptionist (san rafael)

12 Alta Vista Way, San Rafael, CA 94901, USA

We are a family-owned clothing company based in San Rafael in search of an office administrator/ receptionist. This is an ideal opportunity for a polished, articulate, and enthusiastic candidate who enjoys providing excellent customer service in a fast-paced office. We are looking for an engaging individual to act as the face and voice of the company as they greet outside contacts, respond to inquiries (both internal and external), and provide the highest level of customer service to both external guests and internal team members. As a candidate, you should have a professional demeanor and excellent interpersonal skills that will ensure your success in this highly visible role. You’d exhibit a diplomatic savvy and EQ skill set to interact with entrepreneurs, high-profile guests, investors, and vendors alike. Further, you’ll need the ability to prioritize and multi-task while paying close attention to detail. Key Responsibilities: • General administrative duties include but are not limited to mail and package management, meeting rooms, ordering office supplies, facilities, IT and general upkeep. • Order entry and related customer service. • Report regular operational updates. • Manage site emergency action plans, continuously reviewing and revising to ensure effectiveness; respond to emergency situations on-site (when needed) • Good project management skills and the ability to handle tight deadlines and work on simultaneous projects with little direction. • Ability to be on-site 5 days a week • Assist with the accounting team as needed Desired Skills and Experience: • 3 years in office administrative or customer service-oriented operational role • Excellent organizational skills with the ability to calmly juggle competing priorities and manage workflow • Strong interpersonal skills, demonstrated ability to interface with guests, other administrative assistants, and team members of all levels • Ability to motivate and lead self and others to deliver results in a collaborative environment • Strong teamwork and project-related skills, ensuring open communication channels across multiple functions and departments • A high degree of professionalism and ability to maintain confidentiality • Impeccable attention to detail

$25-29

Bookkeeper/Front Office Support (concord / pleasant hill / martinez)

4460 Morgan Territory Rd, Clayton, CA 94517, USA

A very fun and super busy small business and business owner are looking for a part time accounting professional. This is an IN-HOUSE position (not remote) with a lot of flexibility for the right person. You will keep the SOPs current, bills paid, accounting up to date, employee files complete, help customers with accounting issues, keep records/files in exceptional order, help us fix the accounting snafus we create, keep the business owner informed and on track, help customers, etc. A key skill set would be the ability to track down the source of a problem and help us fix it. Excellent math, excel, Quickbooks and computer skill are all necessary. Depending on the dog, you may be able to bring your dog to work. :) This is a completely non-smoking environment. This part time position (16-24 hours) is perfect if you need flexibility for school, kids or life. The successful candidate will possess the following: Accounting Degree or Expert Quickbooks status Human Resource experience Payroll Reporting with wage and hour expertise Accounts Receivable Accounts Payable Financial Accounting Exceptional Records keeping is critical Flexibility - helping with other business and executive assistant tasks is part of the job Must be proficient with QuickBooks and Excel Detail oriented with strong organizational skills Previous managerial accounting experience is a plus 16-24 Hours weekday mornings on site (some off site possible after initial training). No phone calls please. We are located in RURAL Clayton, please look up where we are located before applying. 1211 Curry Canyon Road, Clayton CA 94517 Please submit a cover letter explaining how you can help this small business and why you'd be a good fit for this job and as well as your resume.

$40

OFFICE/OPERATIONS MANAGER (soquel)

4201 Cherryvale Ave, Soquel, CA 95073, USA

We are looking for an Office/Operations Manager to organize and coordinate administration duties and office procedures in Fire Protection Construction field. Previous experience in a Construction Company Office Management and Business/ Administration atmosphere is highly desired. Your role is to ensure high levels of organizational effectiveness, communication and safety. Office manager duties and responsibilities include scheduling appointments and inspections, customer service including HR responsibilities, A/R, A/P processing, In-house payroll, payroll taxes & filing, certified payroll and insurance audits. Ultimately, the Office manager should be able to ensure the smooth running of the office and help to improve company procedures and day-to-day operations. Lastly, must be able to work independently with minimal supervision.(1 Person Office) NEEDED ASAP Skills • Proven experience as an Office Manager in Construction Trade. • Knowledge of office administrator responsibilities, systems and procedures • Bookkeeping/Payroll Processing • Proficiency in MS Office (MS Excel and MS Outlook, in particular) • Excellent time management skills and ability to multi-task and prioritize work • Attention to detail and problem-solving skills • Excellent written and verbal communication skills • Strong organizational and planning skills in a fast-paced environment • A creative mind with an ability to suggest improvements Job Type: Full-time Pay: $25.00 - $30.00 per hour Experience: • Construction Workforce Management: 2 years (Preferred) • Office Management: 3 years (Required) • QuickBooks Desktop: 4 years (Preferred) Education: High School Diploma Work Location: • One location Typical start time: • 8AM Typical end time: • 4PM Schedule: • Monday to Friday Work Remotely: • No

$25-30