Job Results
Financial Services
Posted 2 weeks
Associate Accountant
Macquarie Group - Jacksonville, FL 32207
We offer the opportunity to join a global financial services leader with 56 years of unbroken profitability and a culture that empowers you to shape your career. You’ll work within a friendly, collaborative team that values diverse perspectives and encourages innovation. Our benefits support your wellbeing, growth, and flexibility, including generous leave, comprehensive health coverage, and hybrid working options. At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You’ll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes. What role will you play? You will support the Private Markets business by managing monthly balance sheet and P&L analysis, executing month‑end close, and preparing financial, regulatory, and tax reporting submissions. Your role includes preparing subsidiary entity financial statements and completing various ad hoc tasks as needed. Leveraging your expertise in financial reporting, you will ensure accurate accounting treatment for new transactions, products, entities, acquisitions, and restructures. What you offer 1–2 years of experience in accounting or finance, ideally with exposure to technical accounting or financial reporting A postgraduate or professional accounting qualification, with CPA preferred Experience in group reporting and financial statement preparation Knowledge of US GAAP and IFRS (preferred) Strong analytical skills and the ability to interpret business activities into accurate accounting outcomes We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply. What we offer At Macquarie, you’re empowered to shape a career that’s rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include: 1 wellbeing leave day per year and a minimum of 25 days of annual leave 20 weeks’ paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks’ paid leave for secondary caregivers 2 days of paid volunteer leave and donation matching Benefits and initiatives to support your physical, mental and financial wellbeing such as medical, prescription drug, dental, and vision insurance; health savings account and dependent day care savings account; life insurance, disability, and other insurance plans; 401(k) and short/long term disability Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription Recognition and service awards Hybrid and flexible working arrangements, dependent on role Reimbursement for work from home equipment About Financial Management, People and Engagement Financial Management, People and Engagement (FPE) provides a single interface for Macquarie’s businesses across key areas of people, strategy, communications and financial management. Comprising two pillars – Financial Management, and People and Engagement – it is responsible for managing the Group’s financial, tax and treasury activities and strategic priorities, fostering our culture through people and community engagement strategies, and engaging with stakeholders to protect and promote Macquarie’s reputation globally. Empowering all kinds of bright and driven people We are committed to providing an inclusive environment for all that values and respects different experiences, skillsets and perspectives. Macquarie provides access to opportunities for all individuals regardless of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other characteristic or circumstance. We provide reasonable accommodation to individuals who may need support during the recruitment process and employment. If you require an accommodation, please let us know during the application process.
Posted 2 weeks
Tax Senior Manager
Crete Professionals Alliance - Jacksonville, FL
Reid Accountants + Advisors is hiring! Reid Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island, NYC, White Plains, Columbia, SC and Florida. Join a rapidly growing organization with a strategic vision and dynamic plan We are seeking an experienced Senior Manager, Tax & Accounting to join our team. The candidate will oversee all aspects of tax compliance, planning, and accounting within the organization. They are responsible for ensuring accurate financial reporting, maintaining compliance with tax laws and regulations, and implementing strategies to minimize tax liabilities while maximizing financial efficiency. Key Objectives: · Candidate will work in all phases of tax planning, tax preparation, review, compliance, and research · Strong experience using tax software with Thomson Reuters UltraTax CS, Microsoft Office and Intuit QuickBooks preferred · Demonstrate knowledge of prevailing tax laws and developments · Ability to apply knowledge of current issues in tax, regulatory requirements and industry specific concerns to clients and be able to identify where they may impact a client and recommend strategies · Be proficient in the preparation of various tax returns, including, but not limited to: Individual, Fiduciary, Corporate, Partnership, and Multistate · Proactive, self-motivated, well organized, and possess the ability to manage work effectively with others while managing client relationships · Coordinating more complex accounting projects and initiatives with other members of the accounting team · Superior attention to detail Requirements: Bachelor’s degree in accounting (Required) CPA (Required) Real Estate background (Preferred) At least 7+ years of experience in a CPA firm (Required) Experience using UltraTax CS, Checkpoint, Microsoft Office Suite and Intuit products (Preferred) Able to work independently and within a team environment Outstanding communication skills both written and verbal Detail oriented and capable of multi-tasking, prioritizing and managing time effectively A team player that possesses a positive, “can do” attitude with a “firm first” mindset Review engagement work papers, resolve any problems, and keep the partner informed of all important developments in the engagement. Coordinates the various phases of an engagement, including Staff requirements, job planning and scheduling. Supervise staff accountants, provide feedback to them, and evaluate their progress. Become an expert in assigned areas. Assist in administrative functions as assigned by the partners. Recognize opportunities to provide additional services to existing clients and efficiencies within the workplace. Job Type: Full-time Schedule: 9:00 AM – 5:30 PM (Hybrid schedule with increased hours during busy seasons) Relocation Required: This position is initially on site, but will transition to a hybrid role requiring in-office presence 3 days per week. This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs. We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $115K – $140K annually, commensurate with experience and qualifications. In addition to a rewarding career, we provide a robust benefits package, including: Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) Company-Paid Life and Long Term Disability Insurance Ancillary Benefits such as supplemental life insurance and short-term disability options Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! “Reid Accountants + Advisors”, an independent member of the Crete Professionals Alliance, is the brand name under which Reid CPAs, LLP and Reid Tax & Advisory Services, LLC and its subsidiary entities provide professional services. Reid CPAs, LLP and Reid Tax & Advisory Services, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Reid CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Reid Tax & Advisory Services, LLC, and its subsidiary entities provide tax and business consulting services to their clients. Reid Tax & Advisory Services, LLC, its subsidiary entities, and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Reid Accountants + Advisors brand are independently owned and are not liable for the services provided by any other entity providing the services under the Reid Accountants + Advisors brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted Reid CPAs, LLP and Reid Tax & Advisory Services, LLC. Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law. #LI-JL1
Posted 2 weeks
Senior Tax Associate
Crete Professionals Alliance - Jacksonville, FL
Reid Accountants + Advisors, is hiring! Reid Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island, NYC, White Plains, Columbia, SC and Florida. Join a rapidly growing organization with a strategic vision and dynamic plan We are seeking an experienced Tax, Senior to join our team. The position is an integral part of our tax team, responsible for overseeing and coordinating tax compliance and advisory services for our diverse client base. This position requires strong client interaction skills and the ability to manage multiple engagements concurrently. The ideal candidate will demonstrate exceptional technical expertise, communicate effectively with clients and team members, and consistently deliver outstanding client service. Key Objectives: Develop and maintain a strong understanding of current tax laws, regulations, and procedures. Assist in the preparation and review of complex tax returns for individuals, partnerships, corporations, and trusts. Identify tax planning opportunities and develop strategies to minimize tax liabilities. Foster positive client relationships through clear communication and exceptional service. Stay updated on industry developments and participate in continuing education opportunities. Requirements: Bachelor’s degree in accounting, taxation (Required) CPA (Preferred) At least 3-5 years of experience in a CPA firm with 5 years of supervisory experience Experience using CCH (Axcess preferred), Checkpoint, Microsoft Office Suite and Intuit products (Preferred) · Ability to work independently and to inspire a team to drive results through efficiencies · Strong verbal and written communication · Able to provide positive feedback, constructive direction through proper coaching and mentoring · Strong attention to detail and time management · Ability to prioritize and assign tasks based on skill set of team · High degree of decision making · Moderate degree of independence · Consistent communication with Partner, Client and team to ensure that desired results are timely, accurate perceived as positive in nature · Job Type: Full-time Schedule: 9:00 AM – 5:30 PM (Hybrid schedule with increased hours during busy seasons) Location: Columbia or Lexington, South Carolina Relocation Required: This position is initially on-site, but will transition to a hybrid role requiring in-office presence 3 days per week. This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs. We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $80K – $95K annually, commensurate with experience and qualifications. In addition to a rewarding career, we provide a robust benefits package, including: Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) Company-Paid Life and Long Term Disability Insurance Ancillary Benefits such as supplemental life insurance and short-term disability options Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! “Reid Accountants + Advisors”, an independent member of the Crete Professionals Alliance, is the brand name under which Reid CPAs, LLP and Reid Tax & Advisory Services, LLC and its subsidiary entities provide professional services. Reid CPAs, LLP and Reid Tax & Advisory Services, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Reid CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Reid Tax & Advisory Services, LLC, and its subsidiary entities provide tax and business consulting services to their clients. Reid Tax & Advisory Services, LLC, its subsidiary entities, and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Reid Accountants + Advisors brand are independently owned and are not liable for the services provided by any other entity providing the services under the Reid Accountants + Advisors brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted Reid CPAs, LLP and Reid Tax & Advisory Services, LLC. Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law. #LI-JL1
Posted 2 weeks
Tax Staff Associate
Crete Professionals Alliance - Jacksonville, FL
Reid Accountants + Advisors, is hiring! Reid Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island, NYC, White Plains, Columbia, SC and Florida. Join a rapidly growing organization with a strategic vision and dynamic plan We are seeking an experienced Tax Staff Associate to join our team. The ideal candidate will be responsible for hands-on, day to day accounting, including financial reporting, account reconciliations, tax filings, and all other related accounting responsibilities and special projects. Key Objectives: · Reconcile, analyze and review general ledger accounts to ensure accuracy · Communicate with accounting team as well as work closely with Supervisors and Managers to ensure timely and thorough engagements · Prepare reports that address internal and external audit requirements · Maintain general ledger accounts by reconciling and preparing financial statements and adjusting entries · Recommend improvements to the efficiency of processes and timeliness of deliverables. · Assist team with ad-hoc assignments and special projects · Able to work independently and within a team environment · Detailed oriented and capable of multi-tasking, prioritizing and manage time effectively Requirements: Bachelor’s degree in accounting (Required) CPA preferred or CPA candidate 2-4 years of experience in a CPA firm Experience using UltraTax CS, Checkpoint, Microsoft Office Suite and Intuit products (Preferred) Experience with General Ledger write-ups Experience in small business, tax preparation of individual and various entity tax returns, including partnerships, corporations, trusts, multi state returns, and extensions Job Type: Full-time Schedule: 9:00am – 5:30pm – Hybrid with increased hours for busy seasons This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs. We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $60K – $80K annually, commensurate with experience and qualifications. In addition to a rewarding career, we provide a robust benefits package, including: Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) Company-Paid Life and Long Term Disability Insurance Ancillary Benefits such as supplemental life insurance and short-term disability options Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! “Reid Accountants + Advisors”, an independent member of the Crete Professionals Alliance, is the brand name under which Reid CPAs, LLP and Reid Tax & Advisory Services, LLC and its subsidiary entities provide professional services. Reid CPAs, LLP and Reid Tax & Advisory Services, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Reid CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Reid Tax & Advisory Services, LLC, and its subsidiary entities provide tax and business consulting services to their clients. Reid Tax & Advisory Services, LLC, its subsidiary entities, and Crete Professionals
Posted 2 weeks
Financial Services Tax – Real Estate Director
PwC - Jacksonville, FL
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Support team to disrupt, improve and evolve ways of working when necessary. Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations. Identify gaps in the market and spot opportunities to create value propositions. Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments. Create an environment where people and technology thrive together to accomplish more than they could apart. I promote and encourage others to value difference when working in diverse teams. Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders. Influence and facilitate the creation of long-term relationships which add value to the firm. Uphold the firm's code of ethics and business conduct. The Opportunity As part of the Financial Services Tax team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. You are expected to provide exceptional technical knowledge and specialization, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Responsibilities - Set the strategic direction for the Financial Services Tax team - Lead business development initiatives to drive growth - Oversee multiple projects to achieve top-quality delivery - Maintain executive-level client relationships - Provide technical proficiency and industry insights - Foster a culture of digitization and automation - Equip professionals to succeed in complex transactions - Leverage One Firm knowledge to address client needs What You Must Have - Bachelor's Degree in Accounting - 6 years of experience - CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart - Broad knowledge of tax compliance methods - Strategy consulting for Real Estate Trusts - Thorough knowledge of partnership structures - Advanced technical skills in real estate services - Identifying and addressing client needs - Developing and sustaining profound client relationships - Preparing and presenting complex written and verbal documents - Leading teams to generate a vision and establish direction - Utilizing automation and digitization in professional services The salary range for this position is: $150,000 - $438,000. 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 #LI-Hybrid
Posted 2 weeks
Manager, SALT Property Tax
KPMG - Jacksonville, FL 32202
At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Manager to join our State and Local Tax (SALT) practice. Responsibilities: Provide excellent client service to multi-state companies with property tax compliance Evaluate information presented on property tax returns before, during, and after preparation Assist in property tax bill payment and return preparation using Property Tax Management Software (PTMS) Review assessment notices to identify any discrepancies Qualifications: Minimum five years of recent experience in personal property tax compliance preparing property tax returns, bill payments, and valuation notices using PTMS Bachelor's degree from an accredited college/university Licensed CPA, EA, JD/LLM, CMI or MTX, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list Ability to develop business and foster client relationships Experience with various other taxes and their impact on property tax Strong knowledge of the development, planning, and execution related to property tax KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: https://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M306B_3_25 California Salary Range: $90800 - $189300 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Posted 2 weeks
F & I Manager
Peak Performance Team - Jacksonville, FL
Finance and Insurance (F&I) Manager – Automotive This is an incredible opportunity for an experienced professional who is excited by automotive F&I and passionate about customer service. We are currently seeking an F&I manager to join our amazing team. We need a leader with a strong focus on compliance requirements and product knowledge, who can train bright new talent, clearly communicate product features and benefits, and who can confidently close the sale. Job Responsibilities Contract new business, sell and close deals Generate finance income on all sold customers Check/verify paperwork involved with cash, finance or loan transactions Contract or collect all money at closing Seek bank approval on financed and leased deals Maintain a working knowledge of leases, “balloons”, etc. Promote Credit Life/Accident & Health sales Assist in acquiring approval from lenders Understand all programs and rate options offered by our lenders Solicit extended warranty sales (aftermarket) Handle all cancellations for extended warranties and credit life Must be proficient at the following: Deep understanding of building a strong deal structure from beginning to end Obtaining loan approvals that maximize profitability Strong ability to present and close all F&I products ( VSC, Gap, Tire&Wheel, and all ancillary products) About Us At Peak Performance Team, our core philosophy is that leaders should have the freedom to make their own decisions regarding the products they offer and how they handle claims. We accomplish this by creating customized, wealth-building purchase and protection products, previously available only to administrators and the largest franchise dealer groups and bring them to all dealerships..and we’ll train your staff in the best ways to present and sell the products to maximize your profits and create a satisfied customer-base who will not only return for future purchases but will also sell YOU to their families and friends. We’ll make you their hero! PPT staff is comprised of industry experts dedicated to their craft. As real-world professionals who have spent years working in dealerships, insurance companies, and TPA’s; we have become true subject matter experts in sales and marketing, captive and risk management, product design, and more. We understand the complexities and challenges that dealers face. That’s why we’ve made it our revenue rather than lining the pockets of a corporate administrator.
Posted 2 weeks
Personal Lines Underwriter
Burns & Wilcox - Jacksonville, FL 32256
: When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to excel in the specialty insurance industry. We are looking for candidates with an entrepreneurial spirit and drive for career advancement to join our team as a Personal Lines Underwriter. This is an outstanding opportunity to grow a book of business by selecting and writing new business through the cultivation of client relationships. Responsibilities: Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plan to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management Monitor key metrics to formulate corrective action impacting new business hit, renewal retention, premium growth, and loss ratio Lead, train, and develop Associate Underwriters Qualifications: Bachelor’s degree or equivalent combination of education and experience 3+ years of commercial lines underwriting experience required, excess & surplus experience preferred Demonstrated proficiency in sales and marketing Insurance license, CPCU, CIC or comparable designations preferred Interest in continued education and professional development Travel if necessary in order to foster strong client relationships Benefits Competitive base compensation with an incentive bonus plan Employer paid continuing education courses and designations via access to Kaufman Institute Health and welfare benefits including medical, vision and dental 401K with employer match Paid vacation, sick time, and holidays Access to Kaufman Wellness Program About Our Company: Burns & Wilcox, the flagship organization of H.W. Kaufman Group, is North America’s leading wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose standards of service, depth of market relationships and outstanding talent are unsurpassed in the specialty insurance sector. Equal Opportunity Employer The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, pregnancy, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate. In addition, Kaufman will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-BM1
Posted 2 weeks
Senior Manager, Transactions
Regency Centers - Jacksonville, FL 32202
About this Opportunity: At Regency Centers, our people are our greatest asset, and we believe that our highly skilled and talented team makes us better. We are seeking a Senior Manager, Transactions to join us either in Jacksonville, FL, Atlanta, GA, or other Regency Centers office locations may be considered. This is a hybrid opportunity with 3 days in the office and 2 days working remotely after the training period. Also, this person will be traveling up to 50% of the time. This person will be directly responsible for developing and maintaining Regency’s acquisition target list. They will also travel to local offices to develop and foster internal and external relationships that are key to achieving Regency’s short- and long-term acquisition goals. What You’ll Be Doing: • Travel to Regency offices and collaborate with local teams to identify acquisition targets, assign responsible parties to contact and maintain relationships with ownership, and develop external broker relationships. • Assist the Managing Director of Transactions with reviewing acquisition opportunities that come to market and tracking comparable sales data. • Provide ad hoc support to the Managing Director of Transactions, including preparing CAC presentations for acquisitions and dispositions. • Manage acquisition, disposition, and joint venture contribution processes, including coordinating due diligence, supporting contract negotiations, and ensuring compliance with conditions required to close. • Foster and maintain relationships that are critical to the success of the transactions function. Are You Qualified? Required • Bachelor’s degree in Finance, Business Administration or related field • Minimum of 5 years of experience in financial analysis • Hands-on experience with commercial real estate and/or asset management • Proficient in interpreting financial modeling of investment opportunities • Due diligence experience with commercial real estate • Strong quantitative and analytical skills • Advanced skill level in Excel and other Microsoft Office software • Experience reading and comprehending legal documents • Asset management and awareness of issues involved in acquisition or disposition • Comprehension of Finance and Accounting principles Preferred • Post-Graduate/MBA degree * Regency Centers will not sponsor employment-based immigration petitions or applications for this position, including but not limited to H-1B, TN visa, or permanent residency. Personal Traits We Value: • Organization, priority setting, and multi-tasking skills • Highly developed interpersonal skills • Decisiveness, problem-solving, and judgment skills • Customer focus, written and oral communication skills A Little Bit About Us: We own and operate premier shopping centers in suburban neighborhoods in the top cities and markets across the country. We live by a strong set of values, which have guided us for more than 60 years. Our centers thrive with highly productive grocers, restaurants, service providers, and terrific retailers that connect to their communities and customers. We are also active developers of new shopping centers that feature great merchandising, placemaking, and customer engagement as part of our Fresh Look™ program. We are a vertically integrated real estate company and a qualified real estate investment trust (REIT) that is self-administered, self-managed, and an S&P 500 Index member. Learn more about us at RegencyCenters.com. Benefits: Our compensation and benefits package is very competitive and includes the following benefits and more. For additional information visit www.regencycenters.com/careers. Work/Life Balance • 23+ PTO days annually • 11 paid holidays (in addition to PTO) • Paid leave programs (parental, compassion, bereavement, jury duty, and military) • Health Advocacy + Employee Assistance Program (EAP) Hybrid Work Schedule • Modified in-office hours • Dedicated remote work days Financial Security • 401(k) with a generous company match plus corporate profit sharing • Anniversary stock grant awards • Health Savings Account (HSA), Health Care FSA, and Dependent Care FSA • 100% company paid Life Insurance/AD&D and Disability Insurance • Voluntary benefits (supplemental life/AD&D, critical illness, accident, hospital indemnity, and identity theft) • Student loan repayment resources Health and Wellness • Medical, Dental and Vision Insurance • Award winning and incentives-based wellbeing program through Personify Health • Family planning, mental health, and pain management programs Community Focused • 52 hours per year of paid Volunteer Time Off • Company gift matching Growth and Development • Tuition reimbursement • Continued education opportunities • LinkedIn Learning premium subscription • Professional membership support • Employee Resource Groups #LI-AH1 *Regency Centers is an equal opportunity employer. Qualified applicants will receive consideration without regard to age, race, color, religion, sex, gender identity, sexual orientation, disability, national origin, or protected veteran status. Applicants are encouraged to confidentially self-identify as to disability and/or protected veteran status when applying. Employment is contingent upon successful completion of background investigation. Regency Centers is a smoke-free and drug-free workplace. Pre-employment drug screening is required. No recruiters or agencies without a previously signed contract. Only candidates whose profiles closely match requirements will be contacted during this search.
Posted 2 weeks
Consumer Banking Relationship Specialist (Relationship Banker)
Bank OZK - Jacksonville, FL 32250
Why Bank OZK?: Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We’re nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We’re investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers. The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits. Job Purpose & Scope: Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times Essential Job Functions: Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners. Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions. Open and service deposit accounts. Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud. Actively participate in morning huddles, calling efforts, business development, and constructive coaching conversations with leadership. Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed. Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning. Actively promote teamwork, leading by example and taking initiative to assist others. Provide backup and assistance to other retail banking roles and locations, as necessary. Model and champion the Bank’s standards for exceptional customer service. Enthusiastically support the bank’s values and mission. Display a high degree of integrity, trustworthiness, and professionalism at all times. Complete all essential training timely. Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members. Maintain consistently good punctuality and attendance to work. Adhere to all Bank policies, procedures, and guidelines. Knowledge, Skills & Abilities: Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards) Knowledge of bank policies and procedures Critical thinking and communication skills Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition Ability to demonstrate confidence and act as a trusted advisor Ability to communicate effectively both verbally and in writing Ability to demonstrate team player approach, capable of thriving in a continually changing environment Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail Ability to work without close supervision Ability to maintain confidentiality Ability to follow policy and procedure including safety and security procedures Ability to travel to other work locations (e.g., training, staffing shortages), as needed Skill in using computer and Microsoft Office applications necessary to perform essential job functions Basic Qualifications: High school diploma or equivalent required; bachelor’s degree preferred 1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required Basic knowledge of personal finance and household budgeting required Knowledge of, experience with, and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred Experience in retail customer service and/or sales preferred NMLS preferred (required for lending activities) Job Expectations: Operate customary equipment and technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time. #LI-BR1 EEO Statement: Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.