H&R Block Opportunity (Conifer)

Landmark, Inc.an HOA Management Company is looking to hire a part time or possibly full time person to add to our team. This position would consist of Accounts Receivable, collections, escrows, and some phone work. Our company is located at the 15 and Mira Mar Road. We are a smaller company and would like to find someone that would fit our team. This person would be replacing someone retiring who has been with us a very long time. It is an in-person position but work hours can be negotiated.   The majority of the work is the accounts receivable. There are a few pre-liens that are generated each month which the software basically generates. There are also a few escrow closings each month that are done through Homewise, a company that facilitates the escrow demands. So a lot of the work for each is just uploading documents to keep the sites current or adding the account history. We do have a receptionist but at times having someone to assist with the phones or answer when they are out of the office is most helpful. Knowledge of Caliber Software is a plus! Please email me at: lynn@landmarkincsd.com if you would like to discuss further. We are looking for someone to start in the next 1-2 weeks. The current person would provide training.  Thank you, Lynn Robbins, CCAM, COO 858-536-8100

Want to Make a Difference Through a Career in Healthcare?   Welcome to Serenity.  If you’ve ever wanted to use your professional skills to make a real impact, this is your sign. Serenity Healthcare is redefining what mental wellness looks and feels like, and we believe every role here plays a part in that mission.   The Role: Payroll and Benefits Senior Manager | As our Payroll and Benefits Senior Manager, you’ll ensure our team members are paid accurately and on time, every time. You’ll oversee payroll processing and benefits management, maintain compliance with all regulations, and collaborate with HR and Finance to support our growing organization. Your work will directly contribute to creating a smooth, supportive experience for the people who care for our patients every day.   What You’ll Do: ·       Ensure payroll timeliness, accuracy and compliance with applicable laws and company policies ·       Manage payroll schedules, systems, and data integrity ·       Partner with Finance leadership to develop payroll and benefits strategies ·       Supervise payroll staff and support their professional development ·       Coordinate with vendors and internal/external auditors as needed ·       Generate and analyze payroll reports for leadership   What You Need: Multi-state payroll experience – both processing and managing payroll teams Experience with companies of 500+ employees Experience developing payroll and benefits strategy Familiar with state tax reporting requirements Experience handling commissions and bonuses Experience in benefits administration, ideally for self-funded benefits plans   Why You’ll Love Working at Serenity: ·       Fulfillment – contribute to helping our patients ‘take back their lives’ ·       Competitive pay ·       Excellent benefits: We cover 90% of medical, dental & vision ·       401(k) – because your future deserves self-care too ·       10 PTO days (15 days after first year) + 10 paid holidays to rest, reset, and recharge Who We Are: Using advanced medical devices recently released to market, Serenity Healthcare gives our patients long-term success even when other treatments have failed. With evidence-based research and proven results to support us, we help patients take back their lives with a revolutionary technological approach to healthcare.    Serenity Healthcare is an equal opportunity employer – if you’re qualified, you’re welcome here. This position is contingent on successfully completing a criminal background check and drug screen upon hire.  

Are you a licensed CPA or Enrolled Agent looking for flexible, part-time work? We are a boutique but growing tax, accounting and bookkeeping firm seeking an experienced professional to assist with tax preparation, client consultations, and general advisory work. Position Details: Type: Part-Time (10–20 hours/week to start, with potential to grow), Flexible schedule Location: Bend, Oregon – Remote work Schedule: Flexible hours; ideal for someone balancing other work or looking for reduced hours Start Date: Immediately Responsibilities: Prepare individual, business, and/or non-profit tax returns (1040, 1041, 1120S, 1065, 990, etc.) Assist clients with IRS correspondence and tax planning Provide guidance on accounting and financial questions Maintain up-to-date knowledge of tax laws and compliance standards Collaborate with internal team and manage client communication as needed Requirements: Active CPA license or Enrolled Agent credential Minimum of 3-5 years of tax preparation experience Proficiency in Tax Dome, ProConnect, QuickBooks and other relevant software Strong attention to detail and ability to work independently Excellent communication and organizational skills Experience with remote client services and various industries Small business advisory background Compensation: Competitive hourly rate ($35/hr-$50/hr) depending on experience Potential for bonuses and/or increased hours during tax season Please reply to this posting with: Your resume A brief cover letter or introduction We’re looking for someone reliable, knowledgeable, and personable who enjoys helping people with tax work which includes tax planning and strategy. Someone who has a collaborative mindset, that has the desire to work part-time year-round, and enjoys working remotely is a great fit for this position. If that sounds like you, we’d love to hear from you! Our physical office location is based in Vancouver, Washington but we have various satellite locations in several states which includes Oregon. This position is remote only.

The Director of Treasury Operations will oversee all aspects of treasury management, including cash forecasting, liquidity management, banking relationships, and risk mitigation. This role will be instrumental in supporting the company’s growth by ensuring robust treasury processes, compliance, and operational excellence.  This role is ideal for a strategic and hands-on finance professional with experience in private equity-backed organizations, a deep understanding of treasury operations, and a strong grasp of adtech business dynamics. This individual will also be responsible for partnering with internal stakeholders around insurance and real estate.   Responsibilities:  Lead and manage treasury operations including cash management, liquidity planning, and cash flow forecasting to ensure optimal working capital and funding availability.  Develop and maintain strong relationships with banking partners, credit providers, private-equity owners, lenders, and financial institutions.  Oversee daily cash positioning and ensure appropriate investment of excess cash balances.  Manage XR’s corporate insurance program which includes supervising our self-insured works compensation policy   Manage and optimize corporate banking arrangements, treasury systems, and payment platforms.  Monitor and mitigate financial risks including foreign exchange, interest rate, and counterparty risks.  Ensure compliance with internal controls, treasury policies, and regulatory requirements.  Collaborate with FP&A, Accounting, and Corporate Finance teams to align treasury activities with financial planning and reporting.  Support debt management activities, including covenant compliance, debt issuance, and refinancing processes.  Lead treasury technology implementations and process improvement initiatives to drive efficiency and scalability.  Provide treasury insights and reporting to senior leadership and private equity stakeholders.  Manage and develop the treasury team, fostering a culture of accountability and continuous improvement.  Requirements Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or relevant treasury certification (e.g., CTP) preferred.  8+ years of progressive experience in treasury operations or corporate finance, preferably within private equity-backed or high-growth technology companies.  Strong expertise in cash management, liquidity planning, and banking relationships.  Experience with treasury management systems (TMS) and ERP systems (e.g., NetSuite, SAP, Oracle).  Solid understanding of foreign exchange risk management and hedging strategies.  Demonstrated ability to manage complex financial transactions and banking negotiations.  Excellent analytical, organizational, and communication skills.  Proven leadership experience with the ability to develop and mentor a high-performing team.  High level of integrity, attention to detail, and ability to operate in a fast-paced environment.  FLSA Status: Exempt    Reporting Relationship  The Director Treasury Operations will report to XR’s Corporate Controller  Benefits The wonderful world of XR   Impactful Work: You’ll be at the heart of a company revolutionizing the media and creative industries. From a cutting-edge platform to AI-driven insights, your work will help our clients produce and deliver world-class content to millions worldwide.  Global Reach, Local Impact: With a team of over 1,100 talented professionals serving 140 markets, we blend global scale with personalized service. Join us, and be part of a diverse, dynamic team that’s making waves across the globe!    Innovation & Growth: We’re all about pushing boundaries and staying ahead of the curve. At XR Extreme Reach, you’ll be working on groundbreaking products that power TV, film, digital marketing, and entertainment.    Creative Culture: We celebrate creativity and collaboration. Whether you're working in tech, media, or creative services, we foster a culture that encourages fresh ideas, innovation, and out-of-the-box thinking.    Make a Difference: Here, you’ll help clients tell their stories on a global stage, while ensuring their creative vision is executed with precision and style.    Let's Redefine What's Possible  If you’re ready to elevate brand growth, connect creativity across platforms, and unlock a new era of creative intelligence, we’d love to hear from you. Pitch us your vision- and let's build the future, together.   

Bell and Company CPA’s PC is a leading full-service personal financial and business management firm that caters to high net-worth individuals. We manage an established client base in the entertainment, the arts and corporate America. We are looking for a responsible, energetic Tax Assistant to perform a variety of tax support tasks. Duties include providing support to our managers and employees, assisting in daily office operations, as needed. Other duties may include: · Write Ups · Data entry · Bank Runs · Copying, filing, collating, and scanning documents to continue creating e-file system for filing · Conduct daily back-ups and print cash report · Monthly bank reconciliation for clients and their corporations · Occasionally assist in correspondence with other corporations for clients · During tax season assist with 1099's, etc. Job Type: Full-time Benefits: 401(k) Health insurance Paid time off Bachelor's (Required) Tax experience: 1 year (Preferred) Work Location: In person

Company Overview: Mckenzie Capital (MckCap) is a fast-growing FinTech company headquartered in Miami, Florida. MckCap offers underserved small businesses with a wide variety of flexible financing and funding options to help entrepreneurs acquire the working capital they NEED to take their businesses to the next level. We are expanding to Utah and want to work with high-performing badasses that will play an integral part in our expansion of the company. We understand one thing: it all comes down to working with the right people and enabling them to do what they do best. This full-time position will work on credit decisioning and analysis for our Small Business Loans. The Final Funding Supervisor will report directly to the Director of Credit Operations and will be responsible for the final due diligence and funding of new and renewal business loans. The ideal candidate will have 5+ years’ experience in finance, underwriting risk, or analytic roles. They should be comfortable in a fast-paced, entrepreneurial environment, be driven to succeed, and be highly analytical & detail-oriented. We offer a competitive compensation package and a comprehensive benefits program. Why Join Us? At MckCap, we foster a dynamic and inclusive company culture that emphasizes collaboration, innovation, and personal growth. Our team is composed of passionate, driven individuals who are committed to making a difference. Here's what you can expect when you join our team: Innovative Environment: Work with cutting-edge technology and be part of a team that is constantly pushing the boundaries of fintech Professional Growth: We invest in our employees' growth with continuous learning opportunities, training programs, and career advancement paths Supportive Culture: Enjoy a supportive and inclusive work environment where your ideas are valued, and your contributions make a real impact Community Focus: Be part of a company that understands the importance of small and mid-sized businesses to their communities and the nation's financial health High-Performing Team: Join a team of badasses who are committed to excellence and are integral to our company's expansion and success Essential responsibilities include: Review and make final funding decisions on high-volume and high-risk deals, for our Small Business Loans. Conduct in-depth analysis of financial statements, cash flow, bank and credit card processing statements, and industry-specific documentation. Assess overall business viability, identify red flags, and determine risk exposure in each transaction. Supervise day-to-day Pricing & Funding operations and act as the primary site leader for our new SLC site. Coach, train, and mentor junior and intermediate underwriters to develop analytical capabilities and improve decision-making consistency. Collaborate with Sales, Credit, and Collections teams to support a smooth lending process and client satisfaction. Requirements Bachelor’s degree in Finance, Economics, Accounting, or related field required; MBA or professional certification (e.g., CFE, CFA) a plus. Minimum of 5+ years in Small Business Loan underwriting, with at least 1-2 years in a leadership or supervisory role. Deep understanding of small business financials, risk modeling, and underwriting for loans. Demonstrated ability to lead teams, make sound credit decisions, and manage risk. Proficient in Excel, underwriting platforms, CRM systems, and credit reporting tools. Strong analytical, organizational, and interpersonal communication skills. Willing to travel to our Miami Office – including the first 3 weeks for training. Bilingual in English & Spanish. Benefits Health insurance: medical, dental, and vision programs Life insurance Paid Time Off Excellent career growth opportunity Cultural activities: include fun events, recognition programs, company meals, and much more We offer a competitive compensation package and a comprehensive benefits program. Our Culture is amazing! We have been recipients of many consecutive distinguishing awards for being the employer of choice, best places to work in South Florida, and others. MckCap is an Equal Opportunity Employer (EOE) and takes great pride in building a diverse work environment. Qualified applicants are considered for employment without regard to age, race, religion, gender, national origin, sexual orientation, disability, or veteran status.