Job Results
Financial Services
Posted 3 days
Financial Advisor
Northwestern Mutual - Jacksonville, FL 32216
Overview: Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications: You could be right for this opportunity if you have: Bachelor’s degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range: USD $61,000.00 - USD $250,000.00 /Yr.
Posted 3 days
College Financial Representative, Internship Program
Northwestern Mutual - Jacksonville, FL 32216
Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities: Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP®. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications: Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing2 $257 billion retail investment client assets held or managed by Northwestern Mutual3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody’s Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range: USD $500.00 - USD $1,000.00 /Yr.
Posted 3 days
Teacher: ESE Math for Financial Algebra Support Facilitator
Clay County School District - Middleburg, FL 32068
REQUIRED CERTIFICATION(S): Exceptional Student Education (K-12) For instructional job descriptions click here. For the instructional salary schedule click here. The instructional portion begins on page II-1. BACKGROUND SCREENING: All prospective employees must submit to a Level 2 background check pursuant to Florida State Statute 435.04 and be found eligible by the Agency for Health Care Administration (AHCA) Care Provider Background Screening Clearinghouse. The background check will include, but is not limited to, fingerprinting for statewide criminal history records checks through the Florida Department of Law Enforcement, national criminal history records checks through the Federal Bureau of Investigation, local criminal records checks through local law enforcement agencies, and a search of the sexual predator and sexual offender registries of any state in which the prospective employee resided during the immediate preceding 5 years. If you would like more information about the Agency for Health Care Administration (AHCA) Care Provider Background Screening Clearinghouse, please visit https://info.flclearinghouse.com/.
Posted 3 days
Vice President, Sales Executive – Operate Practice – Artificial Intelligence & Engineering
Deloitte - Jacksonville, FL 32202
Operate - Artificial Intelligence & Engineering (AI&E) - Vice President, Sales Executive Are you a Sales Executive (SE) with an entrepreneurial mindset, proven experience in managed services, and a track record of driving complex, outcome-focused sales? If so, Deloitte Consutling LP is seeking a high-performing client relationship and solutions Sales Executive to lead the pursuit and growth of clients within our Operate practice, which focuses on selling and delivering Application, Infrastructure, Data, Cloud, Cyber, Engineering, and BPaaS managed services and foundry services. The Team The Operate Sales Executive cohort supports Deloitte's Operate GTM strategy to uncover, nurture, and close large-scale managed services sales opportunities. Working hand-in-hand with Partners, Principals and Managing Directors, these sales executives focus their highly skilled efforts in securing relationships with qualified targets and decision-makers to uncover opportunities, develop effective sales strategies, manage the pursuit process, and act as a key advisor to the pursuit team throughout the sales process. Key Responsibilities: Drive growth of the Deloitte Operate pipeline by identifying, developing, and closing opportunities for AI & Engineering. Qualify, shape, and lead pursuits for Operate deals, collaborating with practitioners and delivery teams to design tailored solutions that address client needs in areas such as custom application development and support, infrastructure and cloud managed services, data & analytics operations, establishing Cyber foundries, and BPaaS managed services. Provide hands-on-solutioning and pricing expertise in large, complex multi-tower deals. Grow and expand key Operate GTM focus areas and capabilities such as BPaaS (Business Process as a Service) and BOTT (Build, Operate, Transform, Transfer), and increase our involvement with GCCs (Global Capability Centers). Build and nurture executive-level client relationships, serving as a trusted advisor on managed services and outcome-based solutions that drive operational transformation and efficiency. Develop and execute go-to-market strategies and tactical sales plans to generate demand and accelerate deal cycles for Operate services, with a focus on digital transformation, automation, and innovation. Target and engage C-suite executives and senior decision-makers to position Deloitte's Operate value proposition and secure buy-in for large-scale managed services engagements. Support and follow up on direct marketing campaigns, TPA & industry events, and eminence-building activities to generate and nurture leads for Operate offerings, including leveraging relationships with TPAs. Influence and guide client stakeholders at all organizational levels, leveraging Deloitte's ecosystem relationships, talent models, and service delivery platforms to differentiate offerings and drive value. Stay current on industry trends, regulatory changes, and emerging technologies relevant to managed services, and proactively identify new opportunities for Deloitte Operate solutions. Required Qualifications: Minimum of 10 years' experience managing complex client relationships and large-scale IT outsourcing deals, preferably in managed services or recurring service delivery environments. Proven track record in selling managed/outsourced solutions, with experience navigating long sales cycles and large deals. Strong solutioning experience, including shaping complex, outcome-focused managed services solutions. Proven track record in meeting/exceeding a quota in a Sales Executive role. Ability to handle end-to-end pursuit process, including solutioning, pricing, interacting with TPAs, competitive analysis, win theme creation, etc. Established business relationships with senior client/prospect executives across targeted industries, including the ability to bring existing client relationships. Focused on accounts/areas that need targeted coverage (ex: FSI = mid-tier/regional banks). TPA relationships with (ISG/Avasant/Everest/Gartner). Ability to work as a team player. Strong presentation skills. Solid understanding of the managed services marketplace, including trends, competitive landscape, and client challenges An ability to gain access and influence decision-makers at all levels in client organizations. Experience developing and executing strategic and tactical plans to close large, recurring revenue contracts. Experience selling intangibles. Ability to travel up to 60%, on average, based on the work you do and the clients/industries/sectors you serve. Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. *Specific locations preferred by Industry: Technology, Media & Telecommunications (TMT): San Francisco/Bay Area Financial Services Industry (FSI): New York/New Jersey/Connecticut Insurance Industry: Location flexible 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 $175,300 - $322,900. You may also be eligible to participate in a sales incentive program, whereby you may be eligible to receive certain incentive compensation amounts based on achievement of certain sales goals set forth each year, subject to the terms and conditions of any applicable program document. Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html #SalesOpsGreenDot #DeloitteNDO #EA_ExpHire
Posted 3 days
Surplus Lines Tax Administrator
HUB International - Jacksonville, FL 32256
ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability Options Comprehensive Wellness Program Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off Great work/life balance, because that’s important for all of us! Focus on creating a meaningful environment through employee engagement events The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! Growth potential - HUB is constantly growing and so can your career! A rewarding career that helps local businesses in the community Strong community support and involvement through HUB Gives SUMMARY: This position will be responsible for reconciliation of surplus lines transactions as well as handling deposits and AR reporting for two of our locations. Responsibilities will include but will not be limited to: Facilitate agent/agency compliance with state surplus lines rules Provide assistance to Producers and Account Managers - Tax rates, Affidavits, Home State designation Submit required documents to states to facilitate timely filings Creation and implementation of state filing process internally Coordinate payment of tax and related fees Assist in the development and maintenance of surplus lines processes and producers Assist in reading and interpreting state surplus lines related to administrative code Reconciling surplus lines accounts Running monthly AR reports and assists keeping the AR current Administering return premiums for two of our locations REQUIREMENTS: Two years’ work experience in the insurance industry-preferably with surplus lines tax Strong desire to learn and foster a community of compliance Knowledge of insurance industry and risk manager Knowledge of methods of compiling, organizing and analyzing data Ability to understand and apply rules, regulations, policies and procedures Ability to plan, organize and coordinate work activities independently Excellent communication, interpersonal skills and positive attitude Strong attention to detail EDUCATION, LICENSING OR CERTIFICATION REQUIREMENTS High School Diploma or equivalent required Bachelor’s degree in business, Risk Management and Insurance, or Accounting preferred not required PHYSICAL DEMANDS The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. Department Office Administration & Clerical Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Posted 3 days
Remote Tax & Accounting Manager
Platform Accounting Group - Jacksonville, FL
Due to continuing growth, we are seeking a Tax & Accounting Manager to join our team. In addition to the traditional roll-up your sleeves tax review and client advisory, the role requires a strong sense of entrepreneurship, strategy, and management. We rely heavily on our local leadership team in each office to develop and execute the firm's vision. As a Manager, you will have a unique opportunity to collaborate with a growing team of professionals with the needed expertise to accomplish client goals. Who we are: Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices across 15 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority. What you will do: Coach/Mentor staff to assist with enhancing their skills and further developing their career Manage office workflow and procedures Lead client engagement and become relationship owner Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax returns Provide advisory services to clients related to tax, finance & business practices Work with Tax Director to develop and implement the firm's retention, growth, and operational strategies What we look for: 6+ years of experience preparing and reviewing individual, corporate, partnership and estate tax returns BA or higher degree in accounting CPA / EA required Prior team management experience a major plus What we offer: Opportunity for advancement within a rapidly growing professional services firm Ongoing informal and formal training and development Competitive compensation 401(k) and medical benefits Firm sponsored continuing education
Posted 3 days
Project Accountant
Jacksonville, FL 32202
About Stratus Stratus® is an integrated, multi-disciplinary engineering, architecture, interior design, and consulting firm. Consistently ranking among the Top 500 Design Firms in Engineering News-Record, the firm offers a deep bench of industry experts through a highly collaborative approach, delivering innovative solutions across the full project lifecycle. Operating coast to coast, Stratus® serves clients nationwide while maintaining a strategic commitment to supporting high-growth economies and building vibrant communities that foster the professional growth of its team. Serving public- and private-sector clients, the firm is dedicated to delivering the highest-quality service wherever projects take shape. Across the Civic, Commercial, Industrial, Transportation, Education, Water Resources, and Government sectors, we bring precision, insight, and purpose to every project, from targeted renovations to large-scale infrastructure. Stratus® designs spaces, systems, and solutions that perform, endure, and make an impact, delivering on our promise of Better Plans. Better Places. The Role The Project Accountant is responsible for managing and overseeing the financial performance of projects throughout their lifecycle. This role partners closely with Project Managers/Project Controllers to ensure that projects are properly set up, accurately tracked, and closed in compliance with company policies and client contractual requirements. The Project Accountant plays a critical role in maintaining financial integrity by supporting project setup, budgeting, forecasting, revenue recognition, reporting, and closeout activities. Responsibilities Project Financial Management: Perform data analytics to monitor project performance and provide high level comments regarding the financial status of projects. Utilizing these analytics, identify potential project performance issues. Coordinate completion of accurate and timely project setups with Project Managers/Project Controllers to ensure that the project complies with the terms of the contract and company policy. Responsible for reviewing the contract and understanding the contract terms regarding project type, scope of work, and invoicing terms. Responsible for monitoring and addressing project budget maintenance within Deltek Vision and incorporating project change orders in accordance with company policy. Responsible for ensuring Purchase Orders issued to Subconsultants are aligned with project financials. Ensure accurate revenue recognition in accordance with GAAP/ASC 606 and company policies. Accounting and Reporting: Responsible for monthly reporting to the Project Accounting Lead, including detailed comments on project status that meet exception reporting and projects marked as significant for unbilled and unearned revenue. Actively participate in project performance reviews and provide financial commentary on projects where applicable. Maintain accurate and up-to-date financial records. Ensure compliance with internal financial policies and external regulations. Collaboration and Communication: Provide support and assistance with requests from the Project Managers/Project Controllers and/or Market Leaders. These requests may include financial information for projects, annual budget development support, audit requests (external and/or client) or special projects as requested. Communicate with Project Manager/Project Controller regarding project financial status and escalate issues to Market Leader and Director of Operational Finance, as needed. Audit and Compliance: Support internal and external audit processes related to project financials. Ensure adherence to contractual and regulatory requirements. Qualifications Bachelor’s degree in Finance, Accounting, Business Administration, or related field. Minimum of 3-5 years of project accounting experience, preferably in an A/E, professional services, or project-based environment. Understanding of GAAP/ASC 606 and financial reporting standards. Proficiency in accounting software and ERP systems commonly used in A/E firms (e.g., Deltek Vision/VantagePoint, Oracle, Procore, or similar) and MS Office Suite (especially Excel). Why you’ll love Stratus A team-oriented environment that values transparency, creativity, and shared success Meaningful career paths, leadership opportunities, and space to specialize Learning & Development – Education and Professional Licensing We believe flexible, hybrid work supports the balance and well-being our team deserves Excellent Health Care Programs – Medical, Dental, and Vision Insurance Company-paid Life Insurance, Short-Term Disability, and Long-Term Disability Voluntary Life Insurance options for employees, spouses, and dependents 401k Retirement Plan with employer match Paid Holidays & Competitive PTO plans Interested in learning more about Stratus, please visit https://www.stratusteam.com/. Equal Opportunity Statement Stratus is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Stratus Team’s management Team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs, and general treatment during employment.
Posted 3 days
Staff Accountant
Cornelius & Leone - Jacksonville, FL 32257
*Job Description: * A local CPA firm seeking a detail-oriented staff accountant to join our professional team. This role involves preparing complex and simple tax returns, ensuring compliance with federal and state regulations as well as understanding of financial statements preparation and reporting. The ideal candidate will possess a solid understanding of income tax rules and proficiency with professional tax software (training mandatory). This position offers an opportunity to work in a dynamic environment where technical expertise and attention to detail are highly valued. *Qualifications* * Relevant certifications or degrees in accounting or finance required. * Prefer proficiency with UltraTax software. * Strong understanding of GAAP standards. * Experience with income tax and business tax preparation, accounting and knowledge of basic tax forms. * Ability to interpret complex financial documents. * Familiarity with auditing procedures, compliance requirements, and financial document review and compilations. * Ability to manage multiple client accounts while maintaining high accuracy levels. *Duties* * Prepare and review individual and small business tax returns with accuracy and compliance. * Conduct thorough review of financial data, including income statements, and financial documents. * Ensure adherence to regulatory requirements such as GAAP standards. * Utilize professional income tax software and financial tools for accuracy and reporting. * Support audits by providing necessary documentation and explanations of financial data. * Maintain up-to-date knowledge of tax law and other relevant financial regulations. Job Type: Full-time Pay: $55,000.00 - $65,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Life insurance * Paid time off * Vision insurance * Work from home Work Location: Hybrid remote in Jacksonville, FL 32257
Posted 3 days
Partnership Tax Manager – International
PwC - Jacksonville, FL
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system. Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. Develop skills outside your comfort zone, and encourage others to do the same. Effectively mentor others. Use the review of work as an opportunity to deepen the expertise of team members. Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Partnership Tax-International Tax team you are expected to coordinate the preparation of foreign, federal, and state tax returns and supporting schedules for the Firm and partners. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to manage ongoing foreign tax audits and research and document resourceful strategies for managing liabilities and risks. Responsibilities - Coordinate preparation of foreign, federal, and state tax returns - Manage ongoing foreign tax audits - Research and document strategies for managing tax liabilities - Supervise, develop, and coach teams - Manage client service accounts and engagement workstreams - Solve complex tax-related problems to deliver quality results - Collaborate with specialists on tax issues - Maintain compliance with tax regulations and firm standards What You Must Have - Bachelor's Degree - 4 years of tax or PwC experience What Sets You Apart - Master's Degree in Accounting, Finance preferred - CPA preferred - Coordinating the preparation of foreign, federal, state, and local tax returns - Managing ongoing foreign tax audits - Researching and documenting strategic approaches for managing liabilities and risks - Building relationships with other groups and stakeholders - Collaborating with team members virtually - Innovating through new and existing technologies - Utilizing digitization tools to reduce hours and enhance processes The salary range for this position is: $73,500 - $212,280. For residents of Washington state the salary range for this position is: $73,500 - $244,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Learn more about how we work: https://pwc.to/how-we-work For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines
Posted 3 days
Risk Analyst
Triad Financial Services - Jacksonville, FL 32224
Position Overview Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. The Risk Department is currently seeking a detail-oriented and analytical professional to join our team as a Risk Analyst. This pivotal role involves assessing and mitigating risks, ensuring the stability and prosperity of our organization by identifying potential threats and developing strategic solutions. If you have a keen eye for detail and a passion for safeguarding business interests, we invite you to apply and contribute to our culture of proactive risk management. Responsibilities: Assess and identify potential risks that may threaten the assets, earning capacity, or success of the organization. Implement and maintain an organization-wide risk management framework and processes. Analyze and quantify risks using statistical models, including market, credit, operational, compliance, and reputational risks. Prepare risk reports for management teams to understand the risks being taken by the company. Monitor and report on compliance with regulatory requirements related to risk management. Collaborate with other departments to ensure that risk processes are integrated with company-wide processes. Develop risk management policies, risk appetites, and risk limits. Recommend risk mitigation strategies and actions, including insurance, internal controls, or business continuity plans. Conduct risk and control assessments on new products, services, or business initiatives. Liaise with stakeholders to gather risk-related data and perspectives. Update and maintain risk registers and risk event databases. Perform risk analysis on the company's investment portfolio and proposed investment opportunities. Conduct scenario analysis and stress testing to assess potential risk outcomes. Facilitate risk workshops and training sessions to promote a risk-aware culture within the organization. Keep abreast of industry trends and regulatory changes that may impact the risk profile of the business. Minimum Qualifications: Required: Bachelor's degree in Finance, Economics, Statistics, Mathematics, or a related field 2+ years of experience in risk analysis, financial analysis, or a similar role Strong knowledge of statistical analysis, quantitative methods, and risk assessment models Proficiency with statistical software (e.g., SAS, R, MATLAB) and Excel (including VBA and pivot tables) Familiarity with financial markets and instruments, as well as an understanding of financial regulations Excellent analytical and problem-solving skills Ability to interpret and analyze large datasets to inform risk assessments and strategies Strong written and verbal communication skills, with the ability to present complex information clearly and concisely Attention to detail and accuracy in handling and reporting on financial and risk data Experience with risk management information systems (RMIS), governance risk and compliance tools (“GRC”) and databases Ability to work collaboratively in a team environment and to engage effectively with stakeholders across various departments Proven ability to manage multiple projects and meet tight deadlines Professional risk management certification (e.g., FRM, PRM) is preferred but not required Prior experience conducting risk and control self assessments (“RCSA”)