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Job Location: Virtual Role Value Proposition: The Variable Part-Time (VPT) SOH Reviewer position in Statement of Health can be responsible for several tasks including the data-entry of Group Life and Disability applications, answering phones, or assisting with our vendor process. Usually, when hired as a VPT you will be assigned either Data-Entry, CSR, or Vendor, but you may be asked to do any of these tasks after proper training. This position typically is six months on, six months off. Key Responsibilities: · Identify and obtain missing information required to evaluate SOH form and input missing information into system. · Ensure proper grammar and spelling for written communications. · Interpret customer SOH provisions and process accordingly. · Professional interpersonal communication skills. · Respond to written and/or telephone inquiries from policyholders, employees, and Account Reps. · Evaluate SOH forms to identify situations requiring referral to Medical Underwriter. · Willingness to learn new things and adapt. · Must be able to accept feedback. · Able to work in a large and dynamic team. · Strong communication skills, during work hours and off-season. · Any other responsibilities assigned by leadership. Essential Business Experience and Technical Skills: · Analytical ability and good judgment in evaluating Statement of Health submissions. · 2.5 yrs. relevant business experience preferred · High School Diploma

MetLife

SOH Reviewer

<h2>About the team</h2>The Capital Markets Trading Associate is a junior level Mortgage Trader that may reside onsite or remote. The role requires mortgage pipeline analysis and hedging activities to reduce exposure to interest rate risk. The role will also include warehouse reporting, secondary market loan sales, daily reporting, margin management; as well as collaboration with mortgage pricing, transaction management, accounting, and treasury. Candidate will work within the parameters set forth by Zillow Home Loans Interest Rate Risk Management Policy. This role will work primarily during east coast trading hours of 8am – 5pm.<h2>About the role</h2><ul> <li>Hedging activities include pipeline analysis and trading.</li> <li>Mortgage trading for hedging pipeline risk.</li> <li>Monitor moving markets and transact efficiently.</li> <li>Understand counterparty risk and maintain current exposure to counterparties.</li> <li>Responsible for producing live pipeline reporting </li> <li>Apply best execution strategies when selling mortgage loans and hedging activities. This includes specific knowledge of best efforts, mandatory loan sales, FNMA FHLMC and GNMA MBS loan pooling and sales; servicing released and servicing retained pricing.</li> <li>Make recommendations for assumptions that guide our modeling and decision-making including prepayment speeds and durations.</li> <li>Additional duties as assigned</li> </ul>This role has been categorized as a Remote position. “Remote” employees do not have a permanent corporate office workplace and, instead, work from a physical location of their choice, which must be identified to the Company. U.S. employees may live in any of the 50 United States, with limited exceptions.In California, Colorado, Connecticut, Hawaii, Illinois, Maryland, Minnesota, Nevada, New York, Washington state, and Washington DC the standard base pay range for this role is $74,700.00 - $119,300.00 Annually. This base pay range is specific to California, Colorado, Connecticut, Hawaii, Illinois, Maryland, Minnesota, Nevada, New York, Washington state, and Washington DC and may not be applicable to other locations.In addition to a competitive base salary this position is also eligible for equity awards based on factors such as experience, performance and location. Actual amounts will vary depending on experience, performance and location.<h2>Who you are</h2><ul> <li>Bachelor's degree or 8 years equivalent mortgage, finance, or accounting experience</li> <li>2-5 years’ of experience in mortgage pipeline management</li> <li>Proficient knowledge of hedging instruments UMBS and GNMA securities</li> <li>Proficient in mortgage loan management systems such as Encompass</li> <li>Proficient in Microsoft Office products including Excel, Word and Powerpoint</li> <li>Proficient in reporting tools such as PowerBI, Tableau, or SQ</li> <li>Prior experience with interest rate modeling vendors such as MIAC Analytics/ Compass/ QRM etc.</li> <li>Preferred knowledge of Tradeweb platform</li> <li>Preferred knowledge of Bloomberg Anywhere</li> </ul><h2>Get to know us</h2>Zillow is reimagining real estate to make home a reality for more and more people.As the most-visited real estate website in the United States, Zillow® and its affiliates help movers find and win their home through digital solutions, first class partners, and easier buying, selling, financing and renting experiences. Millions of people visit Zillow Group sites every month to start their home search, and now they can rely on Zillow to help make it easier to move. The work we do helps people get home and no matter what job you're in, you will play a critical role in making home a reality for more and more people.Our efforts to streamline the real estate transaction are supported by a deep-rooted culture of innovation, our passion to redefine the employee experience, a fundamental commitment to Equity and Belonging, and <a href="https://www.zillow.com/careers/benefits/" target="_blank">world-class benefits</a>. These benefits include comprehensive medical, dental, vision, life, and disability coverages as well as parental leave, family benefits, retirement contributions, and paid time off. We’re also setting the standard for work experiences of the future, where our employees are supported in doing their best work and living a flexible, well-balanced life. But don’t just take our word for it. Read recent reviews on <a href="https://www.glassdoor.com/Overview/Working-at-Zillow-EI_IE40802.11,17.htm" target="_blank">Glassdoor</a> and recent recognition from multiple organizations, including: the 100 Best Companies to Work For, Glassdoor Employees’ Choice Award, Bloomberg Gender-Equality Index, Human Rights Campaign (HRC) Corporate Equity Index, and TIME <a href="http://time.com/100companies" target="_blank">100 Most Influential Companies</a> list.Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact your recruiter directly.Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable state and local law.Applicants who receive job offers from Zillow Group will be asked to sign a Proprietary Rights Agreement which includes confidentiality, intellectual property assignment, customer and employee non-solicitation, and non-competition provisions. If you are contacted for a role at Zillow Group and wish to review a copy of the Proprietary Rights Agreement prior to receiving an offer, you may request a copy from your Recruiter.

Zillow

Capital Markets Trading Associate

<h2>Overview</h2> Locations: US Remote, United States of America Senior Associate, Process Management - Work from Home Every year millions of properties and accounts with financial institutions become unclaimed because of a lack of activity or contact with the owner. Examples of such properties include checking or saving accounts that are inactive, checks that are not cashed, safety deposit boxes that are dormant, etc. State laws stipulate the transfer of unclaimed properties to state unclaimed property departments, which then become custodians of the property until the property owner steps forward to claim them. Anyone can locate their unclaimed properties for free on <a href="http://www.unclaimed.org" target="_blank">www.unclaimed.org</a> Our team’s mission is simple - we attempt to engage customers that have unclaimed properties or otherwise transfer the ownership of those properties to the state for safekeeping. This is an important mission that not only ensures Capital One delivers on its regulatory obligations but also safeguards our customers’ interests. This role on Capital One’s Abandoned Property team is responsible for collaborating with all lines of business at Capital One to ensure that their unclaimed properties are timely and accurately identified and input to downstream processes owned by this team. The role entails developing strong relationships with upstream partners, managing the processes for intake of unclaimed properties and leading a team of associates performing critical tasks in this process. Key Responsibilities: <ul> <li>Collaborate with partners from all lines of business to ensure unclaimed properties are accurately identified and input into the unclaimed property system of record. </li> <li>Implement controls to detect issues and defects at intake such as data quality, late submissions, etc. Research discrepancies between unclaimed properties and funds transferred for those properties.</li> <li>Provide oversight and support to lines of business, engage partners to improve end-to-end process performance and track breakdowns in upstream processes. </li> <li>Develop metrics and dashboards, conduct periodic process performance reviews and communicate results to partners highlighting trends, concerns and risks.</li> <li>Drive periodic attestation of line of business process and control environment from the line of business accountable executives.</li> <li>Own process to issue payments for unclaimed properties claimed by customers.</li> <li>Develop and maintain process documents including onboarding materials, procedures, job aids and process flow diagrams.</li> <li>Develop subject matter awareness of unclaimed property regulations and Capital One’s policies and processes for delivering on regulations. </li> <li>Collaborate with team members on crucial production or project work such as filing unclaimed property reports, driving the team's well-managed agenda, etc.</li> <li>Work collaboratively with peers in the function to create a "one team" environment. Maintain high level engagement in an ever changing environment. </li> <li>Demonstrate behaviors from the Include-Empower-Inspire model to develop associates and lead a highly engaged team.</li> </ul> Characteristics to succeed in this role: <ul> <li>Building and maintaining great relationships with an extended network of partners.</li> <li>Leveraging analysis, data, and process management to solve complex problems and build outstanding operations solutions.</li> <li>Organizing existing work effectively and remain focused on key priorities and results</li> <li>Having a personal development plan and actively networking while elevating others to accomplish their goals.</li> </ul> Basic Qualifications: <ul> <li>High School Diploma, GED, or equivalent certification</li> <li>At least 2 years of process management or risk management experience</li> <li>At least 2 years of people leadership experience</li> </ul> Preferred Qualifications: <ul> <li>Bachelor's Degree or military experience</li> <li>At least 4 years of people leadership experience</li> <li>At least 2 years of experience in bank operations</li> <li>Business Process Management (BPM) or equivalent certification</li> </ul> Work from Home Technology Requirements <ul> <li>Secure home office environment that is free from background noise and distractions</li> <li> Reliable private internet connection that is not supplied via cellular data or hotspot is required <ul> <li>A private network that is password protected where you have ownership or line of site sight to every device on the network</li> <li>Internet service must be provided by Cable or Fiber Internet Service Providers (ISP)</li> <li>Hotspots and satellite services are prohibited and do not meet performance criteria required for optimal agent/customer interactions</li> <li>ISP download speeds on VPN must be at least 5Mbps, with 10+ Mbps preferred </li> <li>To validate ISP speeds from a Chrome browser, go to <a href="http://www.google.com" target="_blank">www.google.com</a>, type Speed Test and run from the Google landing page </li> </ul> </li> <li>Both Hardwire and WiFi internet connections are acceptable as long as speed and security requirements are met</li> </ul> Capital One reserves the right to request proof of internet provider, speed and from the associate. Requirements are subject to change, as new systems and technology is delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice. Internet Service Provider specs can change by provider and location within the US. If you are experiencing consistent issues with internet stability Capital One reserves the right to ask the agent to upgrade internet service to ensure a good customer experience. Work from Home Location Requirements This role is 100% work from home. We are unable to consider applicants who do not meet the required Capital One Work at Home compatible internet access or who live in the states of California, Hawaii, or US territories. Work from home U.S. based associates are not permitted to work internationally, outside of the continental United States (i.e. Hawaii or U.S. Territories), or California. At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $74,000 - $84,400 for Sr. Process Manager Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the<a href="https://www.capitalonecareers.com/benefits" target="_blank">Capital One Careers website</a>. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at <a href="#">RecruitingAccommodation@capitalone.com</a>. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to <a href="#">Careers@capitalone.com</a> Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Capital One

Senior Associate, Process Management - Work from Home

Job Summary: Manage and ensure that the right resources with the right skills are available at the right time while balancing and optimizing employee growth, client results, and financial and operational metrics. The Tax Resource Manager ensures that we deliver on the commitments we make to clients while leveraging our resources in the best ways possible. The Tax Resource Manager also acts as the central coordinator for client projects within the Firm's Tax Department. <ul> <li>Lead by example; actively live out and promote the firm’s core values HT3 and service standards.</li> <li>Help implement, manage and maintain a resource allocation software, utility or application.</li> <li>Effectively evaluate and communicate with the Tax Operations Committee and Industry Leaders to deliver on client commitments and the staffing mix needed to do so.</li> <li>Ensure that projects in each niche area and office are staffed appropriately, given overall firm resources and client goals. Guide staff towards projects appropriate to their experience level and development goals while maintaining consistent workload hours across the department at each staff level. </li> <li>Lead regular calls with managers and office leaders. </li> <li>Ensure relationships and processes with Operations, People, and Finance are strong, integrated and allow for the agile movement of staff work and realization of key metrics.</li> <li>Partner with HT leadership, Tax Functional Leaders, and the Talent Advisor team to make recommendations to further enhance the effectiveness of tax resource allocation efforts across the firm.</li> <li>Use the resource management tool to design dashboards and analyze information used to schedule, trend analysis and what-if analysis as it relates to resource management and capacity planning.</li> <li>Collaborate with Talent Advisors to understand the development, performance, and career path options within the Firm and begin to lay the groundwork for the future evolution of the function to support the growth and development of our people through their work experiences.</li> <li>Understand and support Firm strategy around the changing ways in which work is performed to include domestic employee resources, contractor and other contingent labor, offshore service centers, and digital transformation/automation of work hours.</li> </ul> QUALIFICATIONS: <ul> <li>Experience in working with database administration</li> <li>Experience in the professional service industry preferred</li> <li>High school diploma with a minimum of five years of relevant work experience in a similar role required</li> <li>Associates degree in accounting, business, or related field preferred</li> <li>Proficient use of Microsoft Outlook, Excel, and Word</li> <li>Strong problem-solving and analytical skills</li> <li>Ability to evaluate and lead the implementation of software applications to improve efficiency</li> <li>Project management and organizational skills highly preferred</li> <li>Ability to work independently as well as cohesively on project teams</li> <li>A desire to provide exceptional service to stakeholders with the highest level of integrity</li> <li>Ability to positively influence individuals at all levels of the organization</li> <li>Excellent verbal and written communication skills</li> <li>Ability to meet budget and time deadlines</li> <li>Aptitude to learn and leverage new technologies</li> <li>Ability to work limited evenings or weekends, traveling overnight on occasion</li> <li>Ability to manage upwards and drive results</li> <li>Ability to set and manage expectations with staff</li> </ul> PHYSICAL DEMANDS: While performing the duties of this job the employee will regularly be required to sit, stand, reach, walk, drive, kneel, crouch, crawl and lift and/or move up to 25 lbs.

HoganTaylor LLP

Tax Resource Manager

Job Summary: Work with an engagement team to provide quality tax services to clients in various industries, including manufacturing, oil and gas, insurance, health care, wholesale/distribution, financial institution, governmental and nonprofit companies. <ul> <li>Actively maintains the firm’s core values HT3 and service standards.</li> <li>Prepare federal and state tax returns for business and individual clients</li> <li>Apply general tax rules and concepts to returns</li> <li>Hone tax research and planning skills, including the ability to identify, analyze and articulate problems and opportunities, and propose solutions as a client advocate</li> <li>Effectively communicate results, both internally and externally on project and client information</li> <li>Understand client objectives and maximize the value of the service we provide with respect to attaining those objectives</li> <li>Maintain understanding of all relevant computer software applications and how they might best be used to promote efficient use of time</li> <li>Obtain understanding of the economics of job performance by reviewing and working within Firm operational budgets and billing constraints</li> <li>Develop time management skills and identify process improvement opportunities</li> <li>Attend and participate in tax training as assigned by management</li> <li>Participate in professional and business organizations as required</li> <li>Participate in client development and marketing efforts as required</li> <li>Compliance to the Firm’s quality control standards</li> </ul> QUALIFICATIONS: <ul> <li>Bachelor’s degree in Accounting or a business related field required; Bachelor’s degree in Accounting from an accredited college preferred</li> <li>Compliance to or working towards compliance to the 150-hour rule preferred </li> <li>Experience as an intern in a public accounting environment and/or six months to 2 years public accounting experience preferred</li> <li>Strong technical, research, organizational and analytical skills required</li> <li>Experience in a paperless accounting software preferred</li> <li>Proficient in the use of Microsoft Outlook, Excel, Word and other software applications</li> <li>Excellent verbal and written communication skills</li> <li>Ability to meet deadlines</li> </ul> PHYSICAL DEMANDS: While performing the duties of this job the employee will regularly be required to sit, stand, reach, walk, drive, kneel, crouch, crawl and lift and/or move up to 25 lbs.

Tax Experienced Staff

Req ID: 75622 Location: Tulsa -TUL Areas of Interest: Consumer Banking Pay Transparency Salary Range: 60000 Application Deadline: 03/31/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Not Bonus Eligible <h2>Summary</h2> Start your career in financial services by gaining broad-based knowledge of our industry and organization. Our rotational development program is designed to benefit both graduate and undergraduate students. Your training will combine classroom sessions, on-the-job training, computer and technical training, and self-study projects. Your training will take place in your specific market location, completing a series of rotations throughout many departments within the line of business. Following successful completion of the program, you will be placed in a role specific to your line of business. <h2>Job Description</h2> The Accelerated Career Track Associate is primarily responsible for a variety of program goals, projects, training, and assignments. Additionally, Associates will complete a 15-18 month rotational development schedule within the line of business designed to enhance financial, analytical, and technical skills to prepare for a career within the organization. <h2>Team Culture</h2> We're a growth oriented team and we value initiative, coachability, grit, and the ability to build authentic relationships. <h2>How You'll Spend Your Time</h2> <ul> <li>Your time will be spent in classroom training and line of business overviews</li> <li>Credit Analysis training and case study work</li> <li>Project work with direct impacts and value add to the line of business</li> <li>Building relationships with managers, leaders, and peers</li> <li>Rotational training experiences working day to day in the line of business</li> <li>Professional development through 1 on 1 coaching with ACT Mgmt</li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of a Bachelor's degree with an overall GPA of 3.2 including 9 hours of accounting (Accounting requirement specific to Commercial and Wealth Associate roles). Preferences: <ul> <li>Excellent leadership skills</li> <li>Relevant work experience </li> <li>Bachelor's Degree in Finance or Accounting (Commercial and Wealth positions)</li> <li>12 hours of Finance courses (Commercial and Wealth positions)</li> <li>Course work in MIS, CS, or Security completed (IT, IS positions)</li> </ul> <h2>Working Conditions &amp; Physical Requirements</h2> Office - 20 lbs BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Bank of Oklahoma

2025 Accelerated Career Track Associate - Consumer Strategies (Tulsa, OK)

Job Summary: Manage assurance engagements through all phases of the audit process with limited supervision in various industries including nonprofit, manufacturing, oil and gas, professional services, health care, governmental, wholesale/distribution, and financial institution companies, taking a leadership role with audit staff and seniors. <ul> <li>Lead by example; actively live out and promote the firm’s core values HT3 and service standards.</li> <li>Review, research and analyze financial statement issues utilizing various electronic sources and software</li> <li>Gain a comprehensive understanding of client operations in order to assess internal controls and provide value-added, business processes and solutions to company management</li> <li>Gain client confidence through quality work and effective communication, maintaining a positive and professional relationship</li> <li>Effectively communicate with clients regarding technical issues</li> <li>Manage client contacts and organize communications with complex clients</li> <li>Manage complex audit tasks through completion of the engagement</li> <li>Supervise, train and mentor assurance staff and seniors to ensure timely completion of projects and proper development</li> <li>Develop, distribute and communicate assurance staff and senior reviews</li> <li>Participate in department and Firm administration/management </li> <li>Assist in niche development activities as needed</li> <li>Promote a proprietary interest in the Firm and its clients </li> <li>Be an effective communicator and team player</li> <li>Define personal career goals and evaluate through the performance goals process and assist in development of senior and staff expectations</li> <li>Effectively manage Firm resources as they relate to the economics of job performance, including management of budgets and billing process</li> <li>Maintain and expand knowledge of auditing and accounting standards through review of periodicals and participation in Firm continuing education meetings</li> <li>Attend and participate in advanced assurance training</li> <li>Participate in professional, business and community organizations</li> <li>Serve on various Firm committees, as assigned</li> <li>Expected level of chargeable time is 1,400, within the context of 2,250 hour year</li> <li>Adhere to the Firm’s quality control standards</li> <li>Participate in staff recruiting activities, as needed</li> <li>Minimal travel</li> </ul> QUALIFICATIONS: <ul> <li>Bachelor’s degree in accounting from an accredited college</li> <li>CPA preferred</li> <li>Minimum of five (5) years of public accounting experience</li> <li>Understanding of generally accepted auditing standards, generally accepted accounting principles (FASB, GAAP, OCBOA) and industry specific rules</li> <li>Strong research, organizational, computer (paperless auditing with Caseware application, Internet-based research and Microsoft Office application) and analytical skills</li> <li>Ability to manage concurrent engagements</li> <li>A desire to provide exceptional client service with the highest level of integrity</li> <li>Excellent verbal and written communication skills</li> <li>Ability to meet deadlines</li> </ul> PHYSICAL DEMANDS: While performing the duties of this job the employee will regularly be required to sit, stand, reach, walk, drive, kneel, crouch, crawl and lift and/or move up to 25 lbs.

Assurance Manager

Job Summary: Effectively work with tax team to provide quality tax services to clients in various industries, including manufacturing, oil and gas, insurance, health care, wholesale/distribution, financial institution, governmental and nonprofit companies. <ul> <li>Actively maintains the firm’s core values HT3 and service standards.</li> <li>Demonstrate a focused knowledge and understanding of individual, partnership, corporate and fiduciary income tax areas</li> <li>Lead projects to obtain a general knowledge and understanding of estate, gift, nonprofit and pension tax areas</li> <li>Complete various tasks associated with income tax planning, research technical tax issues and assist with other business consulting projects</li> <li>Demonstrate the capacity to apply most general tax rules and concepts</li> <li>Participate in various projects to determine areas of interest for possible niche development</li> <li>Hone tax research and planning skills, including the ability to identify, analyze and articulate problems and opportunities, and propose solutions as a client advocate</li> <li>Effectively communicate results, both internally and externally on project and client information</li> <li>Understand client objectives and maximize the value of the service we provide with respect to attaining those objectives</li> <li>Manage client contacts and assist in the communication process for tax clients</li> <li>Preparation of complex tax returns </li> <li>Supervise and train staff and interns as requested, including (i.e. workflow on returns for less complex clients, use of systems, and internal processes and procedures)</li> <li>Review less complex tax returns</li> <li>Maintain understanding of all relevant computer software applications and how they might best be used to promote efficient use of time</li> <li>Obtain understanding of the economics of job performance by reviewing and working within the Firm operation, budget and billing constraints</li> <li>Attendance and participation in tax training as determined by management</li> <li>Participation in professional and business organizations as requested</li> <li>Participation in client development and marketing efforts as requested</li> <li>Adhere to the Firm’s quality control standards</li> </ul> QUALIFICATIONS: <ul> <li>Bachelor’s degree in accounting from an accredited college</li> <li>CPA preferred</li> <li>Minimum of two (2) years public accounting experience</li> <li>Working knowledge of GAAP and OCBOA</li> <li>Strong technical, research, organizational and analytical skills</li> <li>Proficient in the use of Microsoft Outlook, Excel, Word and other software applications</li> <li>Excellent verbal and written communication skills</li> <li>Ability to meet deadlines</li> </ul> PHYSICAL DEMANDS: While performing the duties of this job the employee will regularly be required to sit, stand, reach, walk, drive, kneel, crouch, crawl and lift and/or move up to 25 lbs.

Tax Senior

Your work days are brighter here.At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the essential mix of ingredients for success in business. That’s why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don’t need to hide who you are. You can feel the energy and the passion, it's what makes us unique. Inspired to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest version of you and have a brighter work day here.About the TeamWorkday is the leader in enterprise-class, software-as-a-servic​e​ (SaaS) solutions for managing global businesses. Our solutions combine the lower cost of ownership of SaaS with a modern approach to applications. Founded by PeopleSoft veterans Dave Duffield and Aneel Bhusri, Workday delivers Human Capital Management, Payroll, Financial Management and Student solutions for midsize and large organizations.About the RoleAs an Engagement Manager in our US Federal practice, you will be the key player on a team that guides customers through the deployment lifecycle, solution delivery, and issue management by partnering with Workday Delivery leadership, consultants, resource management and Workday Deployment Partners. You will be the Workday leader responsible for overseeing the Customer experience through deployments. You will be tasked with managing a portfolio of project engagements, including external customer facing engagements (initial and subsequent add-on deployments) as well as internal Workday engagements.Ensuring the successful implementation of the Workday product on some of our largest projects for our US Federal customer base is a critical aspect of this opportunity. The Engagement Manager will drive the client implementation and will be involved in the development of several key project deliverables (e.g., charter, project/staffing plan, issue logs, etc.) and partnering with the Client project manager to resolve issues that stand in the way of project success. You will also be responsible for managing to the agreed upon budget and delivering the project profitably.As an Engagement Manager in the US Federal practice, you will also provide advice, direction and guidance to Workday Deployment Partner Project Directors and Project Managers in the area of Workday deployments.What you’ll be doing:<ul> <li>Project manage one or more Workday product implementations concurrently, likely including Partner led deployments</li> <li>Ensure the project is successfully delivered within the budget and time outlined in the SOW</li> <li>Participate in the sales cycle when requested to gather requirements, formulate delivery approach and develop a proposal/SOW</li> <li>Provide guidance and mentoring to Professional Services resources working on your implementations</li> <li>Ensure projects are properly planned and staffed</li> <li>Work with the client project manager to identify/resolve all issues that could impact project scope and/or timeframes</li> <li>Work with Delivery Assurance to ensure compliance with agreed to checkpoints</li> <li>Present at Executive Steering Committee meetings</li> <li>Ensure the client takes advantage of Workday best practices</li> <li>Be a liaison for Professional Services when interacting with sales and/or development</li> <li>Identify opportunities to position other service offerings</li> <li>Ensure the client can serve as a reference upon completing their implementation</li> <li>Assist in the transition of the customer from Professional Services to Product Support</li> <li>Present client with change orders in the event they're asking Workday to perform tasks that are outside the scope of the SOW</li> </ul>​Expected results within 12 months:<ul> <li>Become an expert in Workday's Implementation Methodology and use it on all engagements</li> <li>Demonstrate competency in the Workday HCM, Financials, and/or Payroll product suite</li> <li>Full project P+L ownership</li> </ul>About YouBasic Qualifications:<ul> <li>Demonstrable experience (10+ years) of project managing Medium and/or Large Enterprise ERP implementations preferably within the Federal and/or State &amp; Local Government customer base.</li> <li>Experience implementing Workday, Oracle, PeopleSoft, SAP, Ultimate, Lawson or a similar application.</li> <li>Prior consulting experience either as an internal consultant or with a consulting/software company.</li> <li>Demonstrated experience with at least one of the following ERP business areas: Financials, HCM, Payroll, Services Procurement or similar product areas.</li> </ul>Other Qualifications:<ul> <li>Experience overseeing 3rd parties on a project</li> <li>Experience within the Public Sector</li> <li>Business development experience</li> <li>Previous service sales experience is a plus. Successful candidates have a balance of functional (business) and technical experience</li> <li>Experience in project managing financial implementations or knowledge of financial business processes and financial reporting is desirable.</li> <li>Ability to facilitate clear and effective internal and external communication.</li> <li>Demonstrated negotiation, mediation and problem-solving skills.</li> <li>Capacity to develop strong interpersonal relationships to inspire positive change, foster team collaboration and persuading stakeholders to support strategic decisions.</li> <li>Expertise in risk management, strategic planning and operational efficiency.</li> <li>Ability to travel 50 percent or more of the time</li> </ul> Our Approach to Flexible Work With Flex Work, we’re combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter. Workday Pay Transparency StatementThe annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate’s compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday’s comprehensive benefits, please <a href="http://www.workday.com/en-us/company/careers/benefits.html" target="_blank">click here</a>.Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!

Workday

Principal Engagement Manager, US Federal Government

Job Summary: Perform financial statement audits, reviews, compilations and other attestation engagements under supervision of more experienced staff in various industries, including manufacturing, oil and gas, professional services, health care, governmental, wholesale/distribution, financial institution and nonprofit companies. <ul> <li>Actively maintain the Firm’s core values HT3 and service standards</li> <li>Contribute to the assurance workflow by researching and analyzing financial statement issues utilizing various electronic sources and software</li> <li>Hone assurance research and planning skills, including the ability to identify, analyze and articulate problems and opportunities, and propose solutions </li> <li>Effectively communicate results, both internally and externally, on project and client information</li> <li>Carry tasks through to completion </li> <li>Maintain understanding of all relevant computer software applications and how they might best be used to promote efficient use of time</li> <li>Obtain understanding of the economics of job performance and Firm operation by reviewing and working within Firm and client budgets </li> <li>Attendance and participation in Level 1 and 2 assurance training as assigned</li> <li>Working towards completion of the CPA certification. Required in order to promote to Manager.</li> <li>Participation in professional and business organizations as assigned</li> <li>Participate in staff recruiting activities and events to support the Firm’s recruiting agenda</li> <li>Participation in client development and marketing efforts as assigned</li> <li>Expected level of chargeable time is 1,400 to 1,500 billable hours, within the context of a 2,250 hour year</li> <li>Maintain a positive, constructive relationship with clients</li> <li>Adhere to the Firm’s quality control standards</li> <li>Adhere to a high standard of independence and integrity</li> <li>Travel as required</li> </ul> QUALIFICATIONS: <ul> <li>Bachelor’s degree in Accounting or a business related field required; Bachelor’s degree in Accounting from an accredited college preferred</li> <li>Compliance to or working towards compliance to the 150-hour rule preferred </li> <li>Experience as an intern in a public accounting environment and/or six (6) months to two (2) years recent public accounting experience preferred</li> <li>Experience in a paperless assurance software preferred</li> <li>Understanding of generally accepted auditing standards, generally accepted accounting principles (FASB, GAAP, OCBOA) and industry specific rules</li> <li>Proficient in the use of Microsoft Outlook, Excel, Word </li> <li>Excellent verbal and written communication skills</li> <li>Experience with Caseware and RSM methodology preferred</li> <li>Ability to meet deadlines</li> </ul> PHYSICAL DEMANDS: While performing the duties of this job the employee will regularly be required to sit, stand, reach, walk, drive, kneel, crouch, crawl and lift and/or move up to 25 lbs.

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