Sr. Payroll Clerk - Phoenix, AZ

OBJECTIVE This position is primarily responsible for processing cash deposits, accounts receivable customer postings, collection activities and accounts payable posting. ESSENTIAL FUNCTIONS Processing daily cash receipts in a multi-entity environment. Posting payments to customer accounts Following up with customers on account collections, with the goal of establishing payment terms while preserving client relations Entering notes related to customer collection activities Maintaining collections goals as set by the management team Be able to accurately answer customer account related questions and effectively communicate with customers Assist with customer billing and statements, as needed Entering accounts payable Other accounting duties, as needed Periodically review position related policies and procedures and recommend improvements where needed Requirements Associate’s degree in accounting, Business or Finance or work equivalent prior experience Minimum of 1-2 years of accounting support experience; Microsoft Dynamics Business Central highly desirable. Customer Oriented - Ability to take care of the customers' needs while following company procedures. Detail Oriented - Ability to pay attention to the minute details of a project or task. Accuracy - Ability to perform work accurately and thoroughly. Problem Solving - Ability to find a solution for or to deal proactively with work-related problems. Outlook, Excel, automated accounting software experience preferred. JOB DESCRIPTION • Outlook, Excel, automated accounting software experience preferred. WORKING CONDITIONS Physical Demands The physical demands are representative of requirements that must be met by an employee to successfully perform the essential functions of this job. Physical demands include – constant sitting, speaking on the phone and working on a PC. The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the company Benefits City Wide Facility Solutions offers a competitive compensation structure to include comprehensive benefits, including medical, dental, vision, life insurance, short- and long-term disability insurance, PTO, and 401k. In addition, City Wide prides itself on a culture rich in history and collaboration, within an exciting, fast-paced, and flexible work atmosphere that fosters continual learning and development. As a people-centered culture, we also offer community-based enrichment, including paid time to support charities of choice! City Wide Facility Solutions is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Benefits: 401(k) 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Vision insurance Schedule: 8 hour shift Day shift Monday to Friday

OBJECTIVE This position is primarily responsible for processing cash deposits, accounts receivable customer postings, collection activities and accounts payable posting. ESSENTIAL FUNCTIONS Processing daily cash receipts in a multi-entity environment. Posting payments to customer accounts Following up with customers on account collections, with the goal of establishing payment terms while preserving client relations Entering notes related to customer collection activities Maintaining collections goals as set by the management team Be able to accurately answer customer account related questions and effectively communicate with customers Assist with customer billing and statements, as needed Entering accounts payable Other accounting duties, as needed Periodically review position related policies and procedures and recommend improvements where needed Requirements Associate’s degree in accounting, Business or Finance or work equivalent prior experience Minimum of 1-2 years of accounting support experience; Microsoft Dynamics Business Central highly desirable. Customer Oriented - Ability to take care of the customers' needs while following company procedures. Detail Oriented - Ability to pay attention to the minute details of a project or task. Accuracy - Ability to perform work accurately and thoroughly. Problem Solving - Ability to find a solution for or to deal proactively with work-related problems. Outlook, Excel, automated accounting software experience preferred. JOB DESCRIPTION • Outlook, Excel, automated accounting software experience preferred. WORKING CONDITIONS Physical Demands The physical demands are representative of requirements that must be met by an employee to successfully perform the essential functions of this job. Physical demands include – constant sitting, speaking on the phone and working on a PC. The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the company Benefits City Wide Facility Solutions offers a competitive compensation structure to include comprehensive benefits, including medical, dental, vision, life insurance, short- and long-term disability insurance, PTO, and 401k. In addition, City Wide prides itself on a culture rich in history and collaboration, within an exciting, fast-paced, and flexible work atmosphere that fosters continual learning and development. As a people-centered culture, we also offer community-based enrichment, including paid time to support charities of choice! City Wide Facility Solutions is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Benefits: 401(k) 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Vision insurance Schedule: 8 hour shift Day shift Monday to Friday

Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' tax returns and client communications. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. Salary range: $175,000 - $225,000   Essential Functions: 1.     Performs technical tax review and approval of individual, trusts, estates, and related entities tax returns to ensure accuracy and compliance with tax laws and regulations. 2.     Assumes full responsibility for larger tax returns and delegates to the various tax staff as deemed necessary. 3.     Delegates, manages, and performs tax research projects to achieve an accurate and efficient product. 4.     Participates actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning, and estate planning to assist the Audit and Client Services Departments with clients. 5.     Acts as a resource for tax and audit staff on training and development as well as specific tax issues and/or questions. 6.     Communicates to the appropriate firm personnel important tax and tax developments affecting the firm's clients. 7.     Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities. 8.     Maintains familiarity with qualifications of tax staff members; makes appropriate assignments based on skills and engagement requirements. 9.     Works to develop staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor and coach in professional development programs. 10.  Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete, and timely preparation and delivery of all clients' tax returns. 11.  Possesses a complete knowledge of the firm's philosophy and its opinions on tax matters. 12.  Maintains knowledge of general economic and political trends including tax or other legislation that could affect the business climate. 13.  Participates in firm's marketing efforts through involvement with referral sources, community, and industry activities. 14.  Technical expertise in international tax issues and forms including Forms 706, 5227, and 1041. Other Functions: Prepares other reports and projects as requested from time to time by the partners. Researches and evaluates tax preparation and tax research software for recommendation to partners. Performs such other duties as may be assigned. Requirements Educational and Experience Requirements: Bachelor's degree in accounting required; Master's degree in taxation preferred. 6-12 years of experience in public accounting demonstrating a progression in estate and gift tax return complexity, scope, and research and management capabilities. A minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements. Must participate regularly in career development program to improve managerial, communication, and people skills. Required Licenses, Certificates, Knowledge, or Skills: A current and valid certified public accountant's license is required. Must be a member in good standing with the AICPA. Proficiency in use of computer tax preparation, tax research, tax planning software programs and applicable office equipment and systems.   Benefits This is a full-time position. Our office is located two blocks from the Bethesda Metro Station (red line). Our benefits include a 401(k) plan with profit sharing, 100% paid individual medical, life and disability insurance, student loan repayment, and a culture that fosters flexibility and career development. We look forward to hearing from you! GRF CPAs & Advisors is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability. At GRF CPAs and Advisors, we cultivate an inclusive business environment where all employees are valued for their unique contributions to our mission to provide exceptional financial, tax and consulting services to our clients in the US and around the world.

Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' tax returns and client communications. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. Salary range: $175,000 - $225,000   Essential Functions: 1.     Performs technical tax review and approval of individual, trusts, estates, and related entities tax returns to ensure accuracy and compliance with tax laws and regulations. 2.     Assumes full responsibility for larger tax returns and delegates to the various tax staff as deemed necessary. 3.     Delegates, manages, and performs tax research projects to achieve an accurate and efficient product. 4.     Participates actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning, and estate planning to assist the Audit and Client Services Departments with clients. 5.     Acts as a resource for tax and audit staff on training and development as well as specific tax issues and/or questions. 6.     Communicates to the appropriate firm personnel important tax and tax developments affecting the firm's clients. 7.     Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities. 8.     Maintains familiarity with qualifications of tax staff members; makes appropriate assignments based on skills and engagement requirements. 9.     Works to develop staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor and coach in professional development programs. 10.  Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete, and timely preparation and delivery of all clients' tax returns. 11.  Possesses a complete knowledge of the firm's philosophy and its opinions on tax matters. 12.  Maintains knowledge of general economic and political trends including tax or other legislation that could affect the business climate. 13.  Participates in firm's marketing efforts through involvement with referral sources, community, and industry activities. 14.  Technical expertise in international tax issues and forms including Forms 706, 5227, and 1041. Other Functions: Prepares other reports and projects as requested from time to time by the partners. Researches and evaluates tax preparation and tax research software for recommendation to partners. Performs such other duties as may be assigned. Requirements Educational and Experience Requirements: Bachelor's degree in accounting required; Master's degree in taxation preferred. 6-12 years of experience in public accounting demonstrating a progression in estate and gift tax return complexity, scope, and research and management capabilities. A minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements. Must participate regularly in career development program to improve managerial, communication, and people skills. Required Licenses, Certificates, Knowledge, or Skills: A current and valid certified public accountant's license is required. Must be a member in good standing with the AICPA. Proficiency in use of computer tax preparation, tax research, tax planning software programs and applicable office equipment and systems.   Benefits This is a full-time position. Our office is located two blocks from the Bethesda Metro Station (red line). Our benefits include a 401(k) plan with profit sharing, 100% paid individual medical, life and disability insurance, student loan repayment, and a culture that fosters flexibility and career development. We look forward to hearing from you! GRF CPAs & Advisors is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability. At GRF CPAs and Advisors, we cultivate an inclusive business environment where all employees are valued for their unique contributions to our mission to provide exceptional financial, tax and consulting services to our clients in the US and around the world.

Celtic Bank is growing, and we are looking for an experienced Internal Auditor Manager to join the team. The Internal Auditor Manager will lead in the planning, completing, and reporting of internal audits covering the bank product and service offerings. The Internal Auditor Manager will evaluate processes and internal controls supporting continued adherence with operational procedures and financial protocols. Additionally, methods of maintaining compliance with regulatory requirements will be examined. During the course the work, root causes of identified issues will be developed so controls and/or processes can be effectively enhanced. The Internal Auditor Manager may also participate in consultative projects performed by the department and special assignments. In addition, the Internal Auditor Manager may also engage in reviewing team members’ work for its adequacy and proper completion. This position is a Hybrid role open to Internal auditors based in Utah or those out of state that are planning on relocating. Are you ready for the next step? Please apply! Responsibilities: Develop and lead well-designed audit testing programs to assess potential credit, operational, regulatory, and/or financial risks faced by the bank. Effectively execute testing that provides a comprehensive evaluation and sound foundation supporting conclusions reached. Conduct appropriate audit procedures to verify internal controls are well designed and operating effectively, while identifying control gaps and opportunities for improvement, with limited supervision. Review audit work and coach other team members providing thought leadership. Assess risks within areas of bank operations, regulatory compliance, and credit activities. Clearly document test results and areas of concern in sufficient detail to inform on what actions are required. Complete work that complies with departmental procedures and objectives while adhering to accepted audit standards. Develop necessary corrective action plans collaboratively with business partners. Promptly prepare concise, objective, written reports with value-added observations and solutions for management and the Audit Committee. Track and monitor through closure measures taken within the business to address deficiencies noted during audits. Effectively review and challenge audit work to ensure adherence to stated objectives, procedures, and standards. Detail oriented and possess excellent interpersonal, organizational, and communication (verbal and written) skills. Ability to problem solve and work independently. Build and sustain collaborative working relationships with individuals being audited and across the organization through effective communications. Perform other audit, testing, and analytic duties as assigned. Requirements Undergraduate degree in Accounting, Finance, Business Administration, or other relevant field of study required. A graduate degree is helpful, but not essential. The ideal Internal Audit Manager will have at least 5-7 years of experience in public accounting, internal audit, or with a financial institution. Previous experience in extending commercial credit, portfolio management, regulatory compliance, or other relevant experience is desired. Experience with credit administration and related operational lending activities, as well as completing annual FDICIA/SOX testing programs. Sound knowledge of federal and state banking rules and regulations. Professional certifications such as Certified Public Accountant (CPA), Certified Internal Auditor (CIA), or CRCM are desired. A working knowledge of Institute of Internal Auditor standards, Generally Accepted Auditing Standards (GAAP), and the COSO framework. A self-motivated, results-oriented professional with experience and success working in a collaborative environment. Demonstrated time management and planning skills with the ability to prioritize competing activities and deliverables in a deadline-driven environment. Strong technical skills with exposure to the common audit and analytic software platforms. An ability to effectively communicate clearly and explain more complex concepts and information in an understandable form. Proficiency in Microsoft Office (e.g. Word, Excel, PowerPoint, Access and Outlook) and web-based applications. Possess a great attitude and professional disposition with both team members and business stakeholders, especially while handling deadlines, delays, and setbacks. Benefits BENEFITS Medical, dental, vision 401(k) with employer match Life and long-term disability coverage HSA and FSA plans Holidays and paid time off requests Robust wellness program (we’re talking catered meals three times a weeks, lunch and learns, and onsite gym.) Headquartered in the heart of downtown Salt Lake City, Utah, Celtic Bank was named a top SBA lender in the nation in 2024! Celtic Bank is a leading nationwide lender specializing in SBA 7(a), SBA 504, USDA B&I, express loans, asset-based loans, commercial real estate loans and commercial construction loans. Celtic Bank is an equal opportunity employer and complies with all applicable federal, state and local fair employment practices laws. Physical and Other Requirements This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Stationary Work: The employee is frequently required to stand; walk; use hands to type, handle documents, and perform other office related duties. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Mobility: The employee in this position needs to occasionally move between work sites and inside the office to access file cabinets, office machinery, etc. Communicate: The employee is regularly required to talk or hear and will frequently communicate with others. Must be able to read, write and understand fluent English. Work Model: The employee in this position will work either a fully Onsite or Hybrid work model. All employees, regardless of location, may be required to travel to the Salt Lake City office for mandatory company meetings, events, or related occasions. Utah-based employees: Hybrid work schedule available after initial training period in our Salt Lake City, Utah office – department and job requirements will determine eligibility.

Celtic Bank is growing, and we are looking for an experienced Internal Auditor Manager to join the team. The Internal Auditor Manager will lead in the planning, completing, and reporting of internal audits covering the bank product and service offerings. The Internal Auditor Manager will evaluate processes and internal controls supporting continued adherence with operational procedures and financial protocols. Additionally, methods of maintaining compliance with regulatory requirements will be examined. During the course the work, root causes of identified issues will be developed so controls and/or processes can be effectively enhanced. The Internal Auditor Manager may also participate in consultative projects performed by the department and special assignments. In addition, the Internal Auditor Manager may also engage in reviewing team members’ work for its adequacy and proper completion. This position is a Hybrid role open to Internal auditors based in Utah or those out of state that are planning on relocating. Are you ready for the next step? Please apply! Responsibilities: Develop and lead well-designed audit testing programs to assess potential credit, operational, regulatory, and/or financial risks faced by the bank. Effectively execute testing that provides a comprehensive evaluation and sound foundation supporting conclusions reached. Conduct appropriate audit procedures to verify internal controls are well designed and operating effectively, while identifying control gaps and opportunities for improvement, with limited supervision. Review audit work and coach other team members providing thought leadership. Assess risks within areas of bank operations, regulatory compliance, and credit activities. Clearly document test results and areas of concern in sufficient detail to inform on what actions are required. Complete work that complies with departmental procedures and objectives while adhering to accepted audit standards. Develop necessary corrective action plans collaboratively with business partners. Promptly prepare concise, objective, written reports with value-added observations and solutions for management and the Audit Committee. Track and monitor through closure measures taken within the business to address deficiencies noted during audits. Effectively review and challenge audit work to ensure adherence to stated objectives, procedures, and standards. Detail oriented and possess excellent interpersonal, organizational, and communication (verbal and written) skills. Ability to problem solve and work independently. Build and sustain collaborative working relationships with individuals being audited and across the organization through effective communications. Perform other audit, testing, and analytic duties as assigned. Requirements Undergraduate degree in Accounting, Finance, Business Administration, or other relevant field of study required. A graduate degree is helpful, but not essential. The ideal Internal Audit Manager will have at least 5-7 years of experience in public accounting, internal audit, or with a financial institution. Previous experience in extending commercial credit, portfolio management, regulatory compliance, or other relevant experience is desired. Experience with credit administration and related operational lending activities, as well as completing annual FDICIA/SOX testing programs. Sound knowledge of federal and state banking rules and regulations. Professional certifications such as Certified Public Accountant (CPA), Certified Internal Auditor (CIA), or CRCM are desired. A working knowledge of Institute of Internal Auditor standards, Generally Accepted Auditing Standards (GAAP), and the COSO framework. A self-motivated, results-oriented professional with experience and success working in a collaborative environment. Demonstrated time management and planning skills with the ability to prioritize competing activities and deliverables in a deadline-driven environment. Strong technical skills with exposure to the common audit and analytic software platforms. An ability to effectively communicate clearly and explain more complex concepts and information in an understandable form. Proficiency in Microsoft Office (e.g. Word, Excel, PowerPoint, Access and Outlook) and web-based applications. Possess a great attitude and professional disposition with both team members and business stakeholders, especially while handling deadlines, delays, and setbacks. Benefits BENEFITS Medical, dental, vision 401(k) with employer match Life and long-term disability coverage HSA and FSA plans Holidays and paid time off requests Robust wellness program (we’re talking catered meals three times a weeks, lunch and learns, and onsite gym.) Headquartered in the heart of downtown Salt Lake City, Utah, Celtic Bank was named a top SBA lender in the nation in 2024! Celtic Bank is a leading nationwide lender specializing in SBA 7(a), SBA 504, USDA B&I, express loans, asset-based loans, commercial real estate loans and commercial construction loans. Celtic Bank is an equal opportunity employer and complies with all applicable federal, state and local fair employment practices laws. Physical and Other Requirements This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Stationary Work: The employee is frequently required to stand; walk; use hands to type, handle documents, and perform other office related duties. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Mobility: The employee in this position needs to occasionally move between work sites and inside the office to access file cabinets, office machinery, etc. Communicate: The employee is regularly required to talk or hear and will frequently communicate with others. Must be able to read, write and understand fluent English. Work Model: The employee in this position will work either a fully Onsite or Hybrid work model. All employees, regardless of location, may be required to travel to the Salt Lake City office for mandatory company meetings, events, or related occasions. Utah-based employees: Hybrid work schedule available after initial training period in our Salt Lake City, Utah office – department and job requirements will determine eligibility.