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

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.

Walter Hansel Winery & Bistro is a family owned and operated 10,000 case winery and restaurant. Located in our vineyards west of Santa Rosa. Established 30 years ago, our current Office Manager/Bookkeeper has been with us from the beginning and is retiring. We are very strong financially and are seeking a person who desires long term secure employment. We are looking for a detail oriented, self-motivated person with a strong background in accounting, bookkeeping and banking. This person would take ownership of such primary responsibilities as financial reporting, payroll, general administration, GL preparation, accounts payable/receivable and government reporting. Proficient in Quickbooks, experience in the wine industry preferred.

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

Word Processor-Expert MS Word user! Working for a Financial Printing firm in NY Fully remote 1st shift available Temp to perm Produce a wide variety of documents such as financial documents, correspondence, reports, presentations, and charts Create, revise, and print documents utilizing computer system software, macros, templates, and standard forms Work one-on-one with financial managers on special projects that need specific instruction Convert documents from various applications to requested applications Convert and edit complex financial documents Experience in Gofiler a plus Qualifications / Position Requirements Education and/or Experience Minimum of 3 years of relevant experience, legal or financial Word Processing Center preferred

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

We are seeking a Office Admin to manage all our administrative duties in the restaurant. Your responsibilities will include: Managing office supplies: Ordering, organizing, and maintaining an inventory of office supplies and equipment Scheduling: Building schedules, optimizing staffing levels, and managing labor costs Administrative tasks: Handling correspondence, managing file systems, and updating contacts databases Equipment maintenance: Overseeing and maintaining office equipment for uninterrupted function Vendor relationships: Managing vendor relationships and coordinating food deliveries when requested High School Diploma required, preferable Bachelor's degree MUST HAVE TOAST PAYROLL EXPERIENCE ** Prior experience working in Hospitality setting (restaurants, hotel, entertainment etc.) preferred Proficient in Microsoft Office (Word, Outlook), with advanced Microsoft Excel skills Strong working knowledge of QuickBooks a plus Strong organizational, interpersonal, verbal, and written communication skills Detail-oriented and able to prioritize Able to work independently and as part of a team Self-starter Please Submit your Resume New York, NY 10019: Reliably commute or planning to relocate before starting work (Required)