Job Results
Financial Services
Posted 4 weeks
Analyst, Financial Planning and Analysis
Mac Papers and Packaging - Jacksonville, FL 32207
This role will report to the Director of FP&A and is responsible for proactively delivering relevant, actionable analyses and recommendations to senior leadership team and internal business partners. This position must influence business partners to drive decisions that will improve performance and help the business meet or exceed its objectives. This position will play a key role in providing accurate and timely financial information and analysis, assisting with making and/or implementing sound recommendations to grow business profitability. (This is meant to be a guide. Duties may vary dependent upon management.) THIS ROLE IS On-site in Jacksonville, Florida. Essential Position Functions: Financial Reporting and Analysis Perform financial analysis with respect to results across business units for budgets, planning, monthly results & financial reporting. Provide cross functional teams with appropriate financial reporting and measurements along with detailed analysis to drive business decisions. Partner with functional teams to generate insights and influence business results. Prepare budgets, forecasts, and trend analysis. Management Support Develop and implement financial and operational processes to enhance the efficiency and effectiveness of the finance function. Drive decision making and accountability to achieve financial targets. Support communication between Corporate and Business Units Effectively collaborate and communicate across multiple functions throughout the organization to promote alignment and drive results. Prepare ad-hoc analyses for senior management team. Analyze complex financial information and reports to provide accurate and timely financial recommendations to management, senior leadership and, as appropriate, the Board for decisions making purposes. Ensure fair and ethical policies and practices in all relationships and operations. Other duties as required. This job description is intended to describe the general nature, complexity and level of work to be performed by employees assigned to this position, and is not to be construed as an exhaustive list of responsibilities, duties and/or skills required. It does not prescribe or restrict the work that may be assigned. Furthermore, this does not establish a contract for employment and is subject to change at the discretion of the company. Education and/or Experience: High school diploma or GED required. Bachelor’s degree in finance, or Bachelor’s degree with coursework up to and including intermediate accounting. Minimum 1 year experience in FP&A. Advanced Microsoft Excel skills and proficient in Microsoft PowerPoint. Strong analytical and problem-solving skills. Ability to manage deliverables from multiple parties to meet challenging deadlines. Ability to work in small-team, hands-on environment. Working knowledge of budget preparation and forecasting preferred. Complex financial modeling skills preferred. Data modeling and analytics skills are a plus. Data visualization skills are a plus. Ability to prioritize and complete assignments accurately and in a timely manner. Able to effectively handle multiple priorities with a strong attention to detail in a fast-paced environment. Strong interpersonal, organizational, oral, and written communications skills. Must be able to read and communicate in English, for safe and effective performance of the job and business operations. Must be able to pass a drug screen and criminal background check. Work Environment: The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Demands Regularly required to walk and stand continuously for long periods of time. Talk or hear, both in person and by telephone. Reach with hands and arms. Repetitive bending, twisting. Specific vision requirements include close vision, distance vision and the ability to adjust focus. Lift up to 25 lbs. Mental Demands Regularly required to use written and oral communication skills. Will interact regularly with managers and staff. Must be able to work independently with little supervision. Work Environment Employee works in an office environment; the noise level is usually quiet. Mac Papers + Packaging is an equal opportunity employer and makes employment decisions without regard to age, race, color, religion, sex, gender identity, sexual orientation, national origin, disability, protected veteran status or any other protected category.
Posted 4 weeks
Financial Advisor Trainee
Raymond James - Ponte Vedra Beach, FL
Job Description Summary Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization. Job Description Job Summary Through distance learning, apprenticeship and training at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client’s objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team. Essential Duties and Responsibilities Become trained and skilled to effectively and efficiently perform the Financial Advisor role: If hired as a team candidate, the team will provide the specific goals and expectations. Meets production targets that impact overall company revenue goals. Develops a book of business consistent with AMP program goals for assets under management and required production. Provides a high level of client service. Manages the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, current holdings and available investment capital. Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches. Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. Seeks expertise of internal resources to identify investment opportunities and solutions for clients. Opens, transfers, and closes customer accounts. Maintains appropriate account records while monitoring the customer's portfolio. Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments. Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions. Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards. Stays abreast of investment products, industry rules and regulations, and financial planning. Performs other duties and responsibilities as assigned. Knowledge of Economic and accounting principles and practices. Financial markets, banking, and financial data analysis and reporting. Basic principles and methods for showing, promoting, and selling products or services. Firm’s working structure, policies, mission, strategies, and compliance guidelines. Skill in Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases. Identifying the needs of customers through effective questioning and listening techniques. Ability to Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice. Continuously learn investment products, industry rules and regulations, and financial planning. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions. Establish and maintain effective working relationships with clients and colleagues. Persevere, handle rejection and show resilience during the prospecting and networking process. Network in the community and effectively market him or herself and Raymond James. Demonstrate persistence in the face of obstacles. Accept criticism and deal calmly and effectively in high stress situations. Education/Previous Experience Bachelor’s Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program. Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program. Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program. Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance Work Experience General Experience - 7 to 12 months Certifications Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Posted 4 weeks
Patient Financial Counselor
Cancer Specialists of North Florida - Jacksonville, FL 32207
Cancer Specialists of North Florida is recruiting for an experienced Patient Financial Counselor for our busy Southside Office. The Patient Financial Counselor is responsible for insurance verification and eligibility, assessment of patient financial requirements, counseling patients on insurance benefits and co-pays. Obtains pre-authorization of services. Obtains and maintains accurate patient demographics. Essential Duties and Responsibilities include the following: Ensures all insurance, demographic, and eligibility information is obtained and entered into the system in an accurate manner. Performs insurance verification process on all third party payers. Obtains initial and subsequent pro-authorization for services and surgeries. Re-verifies benefits and obtains authorization and/or referral after treatment plan has been discussed, prior to initiation of treatment. Ensures appropriate signatures are obtained on all necessary forms. Utilizes the Summary of Patient Reimbursement and Liability form and obtains appropriate approvals as required. Performs financial counseling process and forwards to Billing Office. Assists patients in obtaining financial assistance (i.e. Medicaid, drug replacement), outside assistance (i.e. transportation or other community services), and all appropriate forms filled out. Collects co-pay, deductible and other out of pocket amounts at time of visit. Assists in maintaining manuals, logs and other required documentation as required. Demonstrates as understanding for patient confidentiality to protect the patient and the clinic/corporation. All other duties as assigned. Full Time Position Location Address: 7015 AC Skinner Parkway, Suite 1, Jacksonville, FL 32256 Education and Experience: High School Diploma or equivalent required. Minimum of three (3) years of medical business office experience with financial counseling experience. Compensation and Benefits: Salary is commensurate with experience and qualifications Cancer Specialists of North Florida is an "EEO Employer” and “Drug Free Workplace”
Posted 4 weeks
Family Planning Representative
Family Planning Representative - Jacksonville, FL 32218
*Job Overview* We are seeking a motivated Family Planning Representative to join our growing team. This is an entry-level, non-commissioned position designed for individuals who want to build a professional career helping families create structured financial plans while receiving training and support to become licensed. No prior experience is required. We provide training, mentorship, and a clear path for professional growth. *Key Responsibilities* * Assist clients with understanding basic family planning concepts such as protection, savings, and long-term goals * Support licensed professionals during client appointments and follow-ups * Collect and organize client information accurately and confidentially * Help clients navigate next steps in their planning process * Participate in required training sessions and team meetings * Follow a structured training and development program * Maintain professional communication with clients and team members *Licensing & Training Provided* * Life Insurance License * Investment Licenses (Series 6, 63, 26, and/or 65) * Mortgage License (NMLS) * All training and guidance provided to help you qualify and pass required exams *Requirements* * Strong communication and customer service skills * Coachable, reliable, and willing to learn * Ability to follow a structured training program * Professional attitude and strong work ethic * Must be eligible to obtain required licenses (background check may apply) Pay: $700.00 - $1,200.00 per week Benefits: * Flexible schedule * Life insurance * Professional development assistance Work Location: Hybrid remote in Jacksonville, FL 32218
Posted 4 weeks
Vice President Mergers & Acquisitions
H2 Health - Jacksonville, FL 32202
Vice President, Mergers & Acquisitions | Full-time H2 Health is seeking a dynamic and experienced Vice President of Mergers & Acquisitions to lead the company’s strategic acquisition initiatives. This executive role will drive the identification, evaluation, and execution of growth opportunities through mergers, acquisitions, and partnerships, with a strong focus on comprehensive due diligence and legal compliance.This remote leadership position offers flexibility while keeping you closely connected to our executive team, with monthly travel to our corporate headquarters in Jacksonville, FL. Your Role: Develop and implement acquisition strategies aligned with H2 Health’s long-term objectives. Lead end-to-end M&A processes, including sourcing, negotiation, financial analysis, and integration planning. Manage rigorous due diligence efforts, assessing strategic fit, financial, operational, legal, and risks of potential acquisition targets. Lead negotiations and structuring of M&A transactions, including valuation, deal terms, and integration plans. Collaborate closely with internal legal counsel and external advisors, including investment partners and other stakeholders, to ensure all acquisitions meet legal, compliance, and regulatory standards. Prepare and present detailed reports, strategic guidance, risks and recommendations to executive leadership and board members. Monitor market trends, competitive landscape, and industry developments to identify potential M&A opportunities and threats. Requirements Requirements: Bachelor’s degree in Business, Finance, Law, or related field. Minimum of 10 years’ experience in mergers & acquisitions in the healthcare sector, with at least 5 years in a leadership role. Proven track record of managing complex due diligence and legal processes for healthcare acquisitions. Strong knowledge of healthcare regulations, compliance, and industry best practices. Exceptional analytical, negotiation, and communication skills. Ability to thrive in a fast-paced, collaborative environment. Benefits Why H2 Health? We’re more than a workplace, we’re a purpose-driven organization that invests in our people: Competitive executive compensation with performance-based incentives Full benefits: medical, dental, vision, and 401(k) with match Generous PTO, paid holidays, and company-paid life insurance Flexible scheduling and hybrid collaboration with corporate leadership Career growth within a rapidly expanding organization Inclusive, clinician-led culture with strong leadership support Perks including parental leave, employee recognition programs, and more Ready to drive strategy in a company committed to meaningful healthcare outcomes? Apply today to join a leadership team that’s building the future of H2 Health. H2 Health is proud to be an Equal Opportunity Employer. We celebrate diversity and inclusion in all aspects of employment.
Posted 4 weeks
Analyst, Finance, Firehouse Subs, US&C
Firehouse Subs - Jacksonville, FL 32246
Ready to make your next big professional move? Join us on our journey to achieve our big dream of building the most loved restaurant brands in the world. Restaurant Brands International Inc. is one of the world's largest quick service restaurant companies with nearly $45 billion in annual system-wide sales and over 32,000 restaurants in more than 120 countries and territories. RBI owns four of the world's most prominent and iconic quick service restaurant brands – TIM HORTONS®, BURGER KING®, POPEYES®, and FIREHOUSE SUBS®. These independently operated brands have been serving their respective guests, franchisees and communities for decades. Through its Restaurant Brands for Good framework, RBI is improving sustainable outcomes related to its food, the planet, and people and communities. RBI is committed to growing the TIM HORTONS®, BURGER KING®, POPEYES® and FIREHOUSE SUBS® brands by leveraging their respective core values, employee and franchisee relationships, and long track records of community support. Each brand benefits from the global scale and shared best practices that come from ownership by Restaurant Brands International Inc. Job Summary: Reporting to the Sr. Manager, Finance, FHS, US&C, the Analyst, Finance, FHS, US&C will play a key role in supporting the financial management of various initiatives within Firehouse Subs. This includes assisting with expense management, financial administration for capital expenditure (Capex) projects, and participating in the month-end closing and reporting processes. The ideal candidate will be a hands-on, collaborative team player with strong interpersonal and communication skills. They must possess a solid understanding of finance and accounting principles and be able to effectively convey financial information to a variety of audiences. Roles & Responsibilities: Financial Reporting: Perform variance analysis, comparing actual results to budgets, forecasts, and prior-year figures for internal reporting purposes. Assist in managing the P&L by preparing monthly, quarterly, annual, and long-term budgets and forecasts. Project Financial Support: Assist in tracking and managing budgets for Capex and operational projects. Prepare financial analysis to support project decisions and contract negotiations. Financial Analysis: Provide ad hoc financial support, including modeling and analysis, for various projects and initiatives, delivering actionable insights. Analyze financial trends and key performance indicators to identify risks, opportunities, and performance drivers across the business. Skills & Qualifications: 1+ year of experience in finance, accounting, or a related analytical role. Proficiency with modern financial software and applications, such as Microsoft Office Suite and ERP systems. Comfort working with AI tool and the ability to create AI-enhanced workflows. Strong organizational skills, with the ability to deliver high quality work within tight deadlines. Excellent interpersonal and communication skills, with the ability to collaborate effectively across teams. Proactive, growth-oriented mindset with a high degree of ownership, curiosity, and initiative. #firehouse Benefits at all of our global offices are focused on physical, mental and financial wellness. We offer unique and progressive benefits, including a comprehensive global paid parental leave program that supports employees as they expand their families, free telemedicine and mental wellness support. Restaurant Brands International and all of its affiliated companies (collectively, RBI) are equal opportunity and affirmative action employers that do not discriminate on the basis of race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or veteran status, or any other characteristic protected by local, state, provincial or federal laws, rules, or regulations. RBI's policy applies to all terms and conditions of employment. Accommodation is available for applicants with disabilities upon request.
Posted 4 weeks
Implementation Specialist (UKG Ready required)
Insurance Office of America - Atlantic Beach, FL 32233
Description Job Description: Title: Implementation Specialist Work Mode: Fully remote | Location/Supporting: Lakewood Ranch, FL or Longwood, FL | Experience: 3-5 years Payroll / HRIS / Implementation experience required. Must have UKG Ready experience. Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: The Implementation Specialist (IS) is responsible for configuration and demonstrations of the UKG Ready platform across Payroll, TLM, and HRIS modules for both new and existing clients. The ideal candidate is resourceful, detail-oriented, and comfortable navigating client communication and training, system configuration, and operational processing needs. The IS will also complete other duties as assigned by the Implementation Manager. This can be a hybrid or fully remote role. Key Responsibilities: Client implementation: Configure, test, demonstrate, and activate the UKG Ready Platform for POA Clients, specific to their needs. Train clients on the UKG Ready platform, including Payroll, HRIS, Time & Labor Management, and Benefits solutions. Client training: Coordinate and deliver client training sessions to ensure successful system adoption and long‑term usability. Sales collaboration: Work closely with Sales partners to support seamless client hand‑offs and deliver a positive, consultative implementation experience. Client hand‑off meetings: Schedule and attend client hand‑off meetings to confirm implementation scope, timelines, and expectations. Data integrity: Provide quality control and validation of client data throughout the implementation process to ensure accuracy and compliance. Customer service mentality: Deliver outstanding client service by anticipating needs, maintaining professional and frequent communication, and responding promptly to service requests. Relationship management: Develop and maintain positive, productive relationships with clients, Sales representatives, teammates, and POA leadership. Discretion and judgment: Exercise independent judgment to achieve outcomes that benefit both clients and POA. Business growth: Actively seek opportunities to expand POA services by identifying client needs and supporting additional product offerings. Training participation: Regularly participate in internal and external training, expanding and sharing knowledge within the POA Team. Team support: Act as back-up for teammates as needed, ensuring overall team service excellence. Collaboration: Work effectively with the entire POA team, seeking input and developing win-win solutions to any process, service, quality, or productivity issues. Technical competence: Maintain a high degree of technical competence and industry/market expertise. Compliance: Comply with all company work rules, standards, policies, and procedures at all times. Professional development: Continuously improve professional skills by actively participating in internal and external development opportunities. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: Bachelor’s Degree preferred (equivalent experience considered in lieu of degree) Advanced knowledge of UKG Ready Experience with configuring TLM Pay Calc 2.0 3–5 years of Payroll, HRIS, or client implementation / onboarding experience Prior experience configuring Payroll, HRIS, Time & Labor, and Benefits platforms; in a SaaS Payroll / HRIS / TLM environment Employee Benefits configuration and enrollment experience FPC or CPP certification (preferred) Ability to successfully import, validate, and analyze client data within Payroll/HRIS systems Strong knowledge of Payroll, Tax, Garnishments, Workers’ Compensation, and Health Benefits Advanced Microsoft Excel proficiency, including functions and formulas Excellent written and verbal communication skills Strong analytical, organizational, and problem‑solving skills Detail‑oriented with the ability to manage multiple implementations and deadlines Ability to work effectively both independently and within a collaborative team environment What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $24.00 to $33.00 per hour, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 4 weeks
Implementation Specialist (UKG Ready required)
Insurance Office of America - Green Cove Springs, FL 32043
Description Job Description: Title: Implementation Specialist Work Mode: Fully remote | Location/Supporting: Lakewood Ranch, FL or Longwood, FL | Experience: 3-5 years Payroll / HRIS / Implementation experience required. Must have UKG Ready experience. Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: The Implementation Specialist (IS) is responsible for configuration and demonstrations of the UKG Ready platform across Payroll, TLM, and HRIS modules for both new and existing clients. The ideal candidate is resourceful, detail-oriented, and comfortable navigating client communication and training, system configuration, and operational processing needs. The IS will also complete other duties as assigned by the Implementation Manager. This can be a hybrid or fully remote role. Key Responsibilities: Client implementation: Configure, test, demonstrate, and activate the UKG Ready Platform for POA Clients, specific to their needs. Train clients on the UKG Ready platform, including Payroll, HRIS, Time & Labor Management, and Benefits solutions. Client training: Coordinate and deliver client training sessions to ensure successful system adoption and long‑term usability. Sales collaboration: Work closely with Sales partners to support seamless client hand‑offs and deliver a positive, consultative implementation experience. Client hand‑off meetings: Schedule and attend client hand‑off meetings to confirm implementation scope, timelines, and expectations. Data integrity: Provide quality control and validation of client data throughout the implementation process to ensure accuracy and compliance. Customer service mentality: Deliver outstanding client service by anticipating needs, maintaining professional and frequent communication, and responding promptly to service requests. Relationship management: Develop and maintain positive, productive relationships with clients, Sales representatives, teammates, and POA leadership. Discretion and judgment: Exercise independent judgment to achieve outcomes that benefit both clients and POA. Business growth: Actively seek opportunities to expand POA services by identifying client needs and supporting additional product offerings. Training participation: Regularly participate in internal and external training, expanding and sharing knowledge within the POA Team. Team support: Act as back-up for teammates as needed, ensuring overall team service excellence. Collaboration: Work effectively with the entire POA team, seeking input and developing win-win solutions to any process, service, quality, or productivity issues. Technical competence: Maintain a high degree of technical competence and industry/market expertise. Compliance: Comply with all company work rules, standards, policies, and procedures at all times. Professional development: Continuously improve professional skills by actively participating in internal and external development opportunities. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: Bachelor’s Degree preferred (equivalent experience considered in lieu of degree) Advanced knowledge of UKG Ready Experience with configuring TLM Pay Calc 2.0 3–5 years of Payroll, HRIS, or client implementation / onboarding experience Prior experience configuring Payroll, HRIS, Time & Labor, and Benefits platforms; in a SaaS Payroll / HRIS / TLM environment Employee Benefits configuration and enrollment experience FPC or CPP certification (preferred) Ability to successfully import, validate, and analyze client data within Payroll/HRIS systems Strong knowledge of Payroll, Tax, Garnishments, Workers’ Compensation, and Health Benefits Advanced Microsoft Excel proficiency, including functions and formulas Excellent written and verbal communication skills Strong analytical, organizational, and problem‑solving skills Detail‑oriented with the ability to manage multiple implementations and deadlines Ability to work effectively both independently and within a collaborative team environment What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $24.00 to $33.00 per hour, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 4 weeks
Tax Senior Accountant, Internal Tax Team – Partner Tax Matters
Deloitte - Jacksonville, FL 32202
Deloitte Services LP includes internal support areas such as Finance and Administration, Talent, Information Technology, Marketing and Communications, and Facilities Management. This Tax Senior Accountant role is part of our internal US Firms Tax ("USFT") team which is a subset of our Finance and Administration group. The USFT team is responsible for setting the tax policy for the Deloitte US Firms in the US and other countries where it has operations, as well as for all the domestic and foreign compliance for the Deloitte US Firms' entities. Recruiting for this role ends on April 19th 2026. What you'll do As a Tax Senior Accountant - Partner Tax Matters, you will be responsible for preparing the allocations of federal and state taxable incomes to our partners. You will also prepare and review partner level information that will be communicated in our annual Forms K-1 packages. You will also onboard, manage and retain our staff, and assist with transforming our people, processes, and technology. The Team The Partner Tax Matters team is responsible for allocating federal and state taxable incomes to our partners, and for producing and distributing the annual Forms K-1 packages to all active and retired US Firms partners. The Partner Tax Matters team also calculates the various required withholding tax amounts. The Partner Tax Matters team leads strategic planning projects, such as projections of various taxable income scenarios and PET analysis. Finally, the Partner Tax Matters team also responds to partner inquiries of the items reported to them on their Forms K-1. Responsibilities Produce and distribute annual partner Forms K-1 packages, including allocations of income, deductions, and separately stated items to US Firms partners. Prepare allocations of items for 199A, 163(j), and Form K-3 reporting. Assist in the preparation of federal, state, and local income tax returns, including composite nonresident income tax returns, withholding tax returns, and certain partner-related information. Coordinate on federal withholding information returns. Prepare and review selected general ledger accounts monthly for appropriateness of certain withholding accruals. Prepare and track tax capital for the partners. Assist with workflow management and supervising tax consultants on assigned engagements. Manage the annual partner state tax elections process and the collection of nonresident non-joiner affidavits, review per partner withholding, PET, and composite tax calculations. Assist with partner questions regarding federal or state or local tax matters related to their K-1 information and withholdings. Perform tax research as necessary regarding federal and state tax issues affecting the US Firms or our partners. Assist with implementation of any federal or state or local tax-related legislation. Make recommendations on business and process improvements related to US Firms tax matters. Qualifications Required: Bachelor's degree in Accounting/Taxation. Eligible for CPA, Enrolled Agent, or other relevant certification. Minimum of 3 years of relevant experience in a professional services firm. Strong knowledge of federal and state partnership tax compliance, including partner-level income allocations, tax research, and tax planning. Prior experience supervising tax professionals on a project or engagement basis. Tax forecasting / planning experience. Proficient in Excel. Ability to travel 0-15%, on average, based on the work you do and the clients and industries/sectors you serve Limited immigration sponsorship may be available Preferred: Advanced degree. Knowledge of SQL Microsoft Management Studio, Microsoft Power BI, or Alteryx a plus The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $69,400 to $142,600. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. EA_ExpHire EA_FA_ExpHire
Posted 4 weeks
Tax Accountant, Internal Tax Team – State Direct Tax
Deloitte - Jacksonville, FL 32202
Deloitte Services LP includes internal support areas such as Finance and Administration, Talent, Information Technology, Marketing and Communications, and Facilities Management. This Tax Accountant role is part of our internal US Firms Tax ("USFT") team which is a subset of our Finance and Administration group. The USFT team is responsible for setting the tax policy for the Deloitte US Firms in the US and other countries where it has operations, as well as for all the domestic and foreign compliance for the Deloitte US Firms' entities. Recruiting for this role ends on April 19th 2026. What you'll do As a Tax Accountant - State Direct Tax, you will be responsible for calculating the state apportionment factors, preparing and computing federal to state differences to calculate state taxable income, and preparing state partnership, composite, and withholding tax returns, as well as producing state Forms K-1. You will also calculate and prepare state and local estimates and extension payments and vouchers. You will also participate in the transformation of our people, processes, and technology. The Team The State Direct Tax team is responsible for all aspects of our state and local tax compliance process, including analyzing state apportionment, calculating state taxable income, and preparing state partnership, composite, and withholding tax returns. The State Direct Tax team also leads strategic planning projects, such as PET analysis and state nexus studies, and the team handles all controversy from a state and local perspective. Finally, the State Direct Tax team supplies state and local tax information that is integral to the financial reporting of the US Firms. Responsibilities Prepare schedules and working papers for state and local income tax returns, including certain partner-related information. Prepare state and local income tax returns, including composite nonresident income tax returns and withholding tax returns. Assist in the production of state-specific reporting for the annual partner Forms K-1 packages. Perform tax research as necessary regarding state tax issues affecting the US Firms. Calculate required estimated state tax and extension payments. Assist with state and local tax audits and correspond with authorities regarding audit issues and/or tax notices. Prepare selected general ledger accounts monthly for appropriateness of state tax accruals. Assisting with workflow management. Assist with the annual partner state tax elections process and the collection of nonresident non-joiner affidavits, review per partner withholding, PET, and composite tax calculations. Assist with partner questions regarding state or local tax matters related to their Form K-1 information and withholdings. Assist with implementation of any state or local tax-related legislation. Make recommendations on business and process improvements related to US Firms tax matters. Qualifications Required: Bachelor's degree in Accounting/Taxation for Tax Accountant. Minimum of 1 year of relevant experience in a professional services firm Knowledge of state partnership tax compliance concepts. Proficient in Excel. Ability to travel 0-15%, on average, based on the work you do and the clients and industries/sectors you serve Limited immigration sponsorship may be available Preferred: Advanced degree. Excellent communication skills. Eligible for CPA, Enrolled Agent, or other relevant certification. Some experience with ONESOURCE Income Tax. Some experience with SAP or other financial systems. Basic understanding of state partnership tax research and tax planning. Basic understanding of tax forecasting/planning. Basic understanding of partner level income allocations. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $54,500 to $111,00. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. EA_ExpHire EA_FA_ExpHire