Search Jobs

A leading advisory firm in Dallas is seeking an experienced Tax Senior Manager for Private Client Services. The role involves managing tax engagements for high net-worth clients, supervising associates, and ensuring compliance with tax regulations. Ideal candidates will have significant experience in accounting or finance, strong leadership skills, and relevant certifications. This position offers a dynamic work environment with opportunities for career growth and development.
#J-18808-Ljbffr

Tax Senior Manager, Private Client Services

Job Description

Job Summary:

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.

A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.

Job Duties:

• Manages tax and consulting engagements and demonstrates skills identifying and addressing client needs, tax planning, and consulting opportunities
• Provides Executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clients
• Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparers
• Directs communication with government agencies for matters of the highest complexity
• Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership, clients, and advisors
• Expands their understanding of tax concepts and knowledge through client engagements and current tax developments
• Prioritizes and reviews work to keep engagements on track
• Utilizes strong analytical, research and critical thinking skills as well as decision-making skills to assist with client needs regarding individual and business decisions
• Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
• Builds new relationships and maintains existing relationships with BDO professionals and external sources
• Other duties as assigned

Supervisory Responsibilities:

• Supervises associates and senior associates on all projects
• Reviews work prepared by associates and senior associates and provide review comments
• Trains Associates and Seniors how to use all current software tools
• Acts as a Career Advisor to associates and senior associates
• Schedules and manages workload of associates and senior associates
• Provides verbal and written performance feedback to associates and senior associates
  

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelors degree required; major in Accounting, Finance, Economics or Statistics, preferred
• Masters in Accountancy or Taxation, preferred

Experience:

• Seven (7) or more years prior experience in accounting, finance, or law, required
• Experience in the private client service area, required
• Prior supervisory experience, required
• Experience working in public accounting, preferred

License/Certifications:

• Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (“EA”) credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required
• Possession of other professional degrees or certifications applicable to role, preferred

Software:

• Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
• Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
• Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred

Languages:

• N/A

Other Knowledge, Skills & Abilities:

• Initiative
  • Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
  • Manages client engagements, supervises, and reviews work of team members
• Communication
  • Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
  • Interacts directly with clients and their advisors; maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work
• Leadership
  • Manages and monitors key performance indicators (KPI’s) as established by the business line
  • Follows up on assignments and holds others accountable for their internal deadlines and administrative responsibilities
• Technical Skills
  • Serves as internal resource and providing guidance to other practices on technical matters
  • Works with appropriate departments with federal and state taxing agencies to respond to notices and inquiries
• Business Development
  • Spends time developing their network of key financial decision makers, referral sources, and recruits
  • Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
• People Development
  • Supervises, develops and trains employees
  • Acts as a Career Advisor; meets regularly with advisees, adding/updating goals as appropriate
  • Delivers holistic feedback to others and advisees about their job performance and career growth; coaches others and advisees to help them develop their careers

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

California Range: $146,000 - $200,000
Colorado Range: $120,000 - $185,000
Illinois Range: $140,000 - $190,000
Maryland Range: $150,000 - $180,000
Massachusetts Range: $150,000 - $206,000
Minnesota Range: $130,000 - $190,000
New Jersey Range: $155,000 - $200,000
Ohio Range: $125,000 - $200,000
NYC/Long Island/Westchester Range: $190,000 - $225,000
Washington Range: $150,000 - $200,000
Washington DC Range: $162,000 - $190,000

About Us

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities

*Benefits may be subject to eligibility requirements.

• Locations 23 600 North Pearl, Dallas, TX, 75201, US

#J-18808-Ljbffr

A leading tax and advisory firm in Dallas is seeking a Tax Senior Manager for their Private Client Services. The role requires management of tax compliance for high-net-worth clients, with responsibilities including engaging with clients, reviewing complex tax documents, and supervising staff. Candidates should possess a strong background in finance or law with at least seven years of experience, alongside leadership and analytical skills. This position offers competitive salary and benefits within a collaborative environment.
#J-18808-Ljbffr

A leading healthcare organization in Mountain View seeks a Payroll Manager to oversee payroll functions, ensure timely compensation, and manage compliance with multi-state payroll operations. The role requires a Bachelor's degree, extensive payroll knowledge, and at least six years of experience in a payroll environment. The ideal candidate should be detail-oriented and possess strong analytical and communication skills. The position offers a competitive salary and opportunities for professional growth.
#J-18808-Ljbffr

Een toonaangevend belastingadviesbedrijf in de Verenigde Staten zoekt een gedreven Senior Manager Tax. Je zult leiderschap tonen in fiscale adviesprojecten en complexe vraagstukken oplossen, terwijl je werkt met een diverse groep klanten in een internationale context. De rol biedt flexibiliteit, groeimogelijkheden en een aantrekkelijk loonpakket inclusief extra vakantiedagen en opleidingsmogelijkheden.
#J-18808-Ljbffr

Ben jij een gedreven manager met ervaring en het potentieel om door te groeien naar een senior rol? In deze functie krijg je de kans om je leiderschapsvaardigheden verder te ontwikkelen en strategische impact te maken op de lange termijn. Als een dynamische, hands‑on belastingexpert met een passie voor vennootschaps- en internationale fiscaliteit, neem je graag verantwoordelijkheid en ben je een echte "people person". Je krijgt energie van het oplossen van complexe fiscale vraagstukken binnen bedrijfsvoering. Dan is de functie van Senior Manager Tax bij Grant Thornton precies wat je zoekt.

Wat doet een (Senior) Manager Tax bij Grant Thornton?

• Jouw job bestaat erin actief samen te werken met de collega‑adviseurs op een variëteit van dossiers in het brede spectrum van de vennootschaps‑ en internationale fiscaliteit.
• Als ''trusted advisor'' van onze klanten ben je hét aanspreekpunt voor vragen over vennootschapsbelasting, internationale fiscaliteit, fusies en overnames, transfer pricing, reorganisaties en tal van andere fiscale thema’s.
• Je werkt – samen met je medewerkers en de verantwoordelijke vennoten – aan complexe adviesopdrachten.
• Onder jouw leiding zorgt jouw team voor de tijdige en volledige afhandeling van diverse aangifteformaliteiten voor de klanten.
• Daarnaast werk je vanuit het Tax team nauw samen met de collega’s van andere disciplines (Transaction Advisory, Legal, VAT, etc.) in boeiende M&A dossiers. Je neemt daarbij de lead in de fiscale due diligence en je werkt mee aan de structuring van de deal.
• Je leidt een multidisciplinair team vol gedreven junior‑ en seniorprofielen, waarin uitgebreid kennis en ervaring wordt gedeeld, waardoor een steile leercurve gegarandeerd is. Bovendien werk je vaak nauw samen met collega’s van andere service lines (accountancy, audit, advisory), zodat ook je interesse voor financiële, economische en andere aspecten van bedrijfsorganisaties zal worden getriggerd of verder gevoed.
• Je adviseert managers en andere stakeholders van diverse bedrijven in uiteenlopende sectoren. Vaak werken ze in een internationale context.
• Ons cliënteel varieert van lokale KMO’s en familiebedrijven (vaak met internationale activiteiten of ambities) tot multinationale groepen. Deze bijzondere combinatie van lokale en internationale klanten, zorgt voor een rijke werkervaring. Op die manier leer je immers je adviezen en interacties af te stemmen op het profiel van je klant.
• Je hebt dus veel persoonlijk contact met jouw klanten en andere stakeholders. Zo smeed je snel een vertrouwensband.

Waarom ben jij de (Senior) Manager Tax die we zoeken?

• Je behaalde een master in de rechten of een economische richting en volgde een aanvullende fiscale opleiding.
• Je hebt minstens 6 jaar relevante ervaring in een fiscaal adviesbureau op je conto.
• Je hebt sterke communicatieve vaardigheden en legt moeiteloos contact met je klanten in het Nederlands en Engels. Kennis van het Frans is een plus.
• Je weet hoe je je medewerkers aanstuurt en coacht in hun professionele ontwikkeling.
• Je bent klantgericht: je zoekt graag naar oplossingen op maat van de bedrijfsrealiteit van je klanten.
• Je werkt planmatig, bent zelfstandig en kritisch in je handelen en neemt moedig verantwoordelijkheid wanneer dat nodig is.
• Je bent flexibel om je te verplaatsen naar onze verschillende kantoren en die van je klanten.
• Met jouw toewijding aan uitstekende klantenservice, word je gewaardeerd als een betrouwbare vertrouwenspersoon. Als echte teamspeler blink je uit in samenwerking en weet je op een heldere en betrokken manier te communiceren met zowel klanten als collega’s.

Als manager draag je onze CLEARR‑waarden uit. CLEARR staat voor Collaboration, Leadership, Excellence, Agility, Respect en Responsibility.

Ons aanbod

• Bij Grant Thornton krijg je fijne collega’s en een toffe werksfeer. En het is niet voor niets dat we trots het Great Place to Work-certificaat dragen! Dit is wat we jou nog meer te bieden hebben:
• Een aantrekkelijk loonpakket met aanvullende vakantiedagen, een telefoonabonnement, verzekeringen, bedrijfswagen en een cafetariaplan, waarmee je een deel van je arbeidsvoorwaarden naar eigen wens kunt aanpassen, zoals een fietsplan, elektronische toestellen of andere voordelen die aansluiten bij jouw persoonlijke voorkeuren
• Je hebt flexibele werkuren en kan ook thuiswerken.
• Je krijgt de kans om jezelf te ontwikkelen in je eigen tempo door middel van:
  • minstens 40 opleidingsuren per jaar om je vakkennis en soft skills bij te schaven.
  • een leerrijke werkomgeving met een zeer gevarieerd takenpakket in een professionele en dynamische werkomgeving waar jouw kennis en expertise dagelijks meerwaarde bieden;
  • ervaren collega’s die altijd voor je klaarstaan om hun kennis en goede raad met jou te delen in onze open werkomgeving.
  • een multidisciplinaire werkomgeving: verrijkende samenwerkingen gegarandeerd!
  • reële doorgroeimogelijkheden afhankelijk van jouw inzet en resultaten;
  • wil je bijkomende certificaten en/of diploma’s behalen? Dan krijg je onze onvoorwaardelijke steun tijdens je leertraject en eventuele stage.
  • ons internationaal netwerk, met meer dan 72.000 experts in 140 landen, waar je ook een leuke dynamiek en samenwerking mee kan uitbouwen.

Door de typische pragmatische aanpak, verzekeren we onze cliënten van creatieve en gepersonaliseerde oplossingen, helemaal op maat van de onderneming. Onze manier van werken is gebaseerd op een oprechte interesse in onze klanten, hun uitdagingen, groeiambities en commerciële context. Zo komen we dichter bij de problematiek en geven we scherper en betekenisvoller advies op lange termijn.

#J-18808-Ljbffr

A leading tax consulting firm seeks professionals for Federal Income Tax positions (Senior Manager, Manager, Senior Consultant) in Dallas, with expertise in U.S. Federal Income Tax. Candidates must have 3+ years of experience in tax consulting and a degree in Accounting or Finance. The firm offers a flexible work environment, competitive benefits, and a dynamic culture. Apply now to join their award-winning team.
#J-18808-Ljbffr

A leading financial services firm in Dallas is seeking a Director for Infrastructure & Public Finance. The ideal candidate will lead the sourcing and closing of high-yield private credit investments and should have a strong network of real estate developers. A minimum of 10 years of experience in investment banking or real estate development is required, along with a bachelor’s degree in finance or economics. This role offers a competitive benefits package, including flexible work arrangements and extensive family care programs.
#J-18808-Ljbffr

A telecommunications management company is seeking a Telecom Expense Management Analyst. The position involves conducting audits, managing expense monitoring, and liaising with vendors. Candidates should have over 3 years of experience in telecom expense management, be able to perform reconciliation of service orders, and have a bachelor's degree or equivalent experience. This is an important role contributing to the accuracy of financial objectives across multiple business units.
#J-18808-Ljbffr

Overview

More than just tax accountants, we serve as trusted advisors for our sophisticated clientele. At this firm, you work directly with Partners and directly with clients. Our office and technology are best in class. Our Partners, Managers and Staff are among the most sought after in Southern California because of their expertise, integrity and client recommendations. Whether you wish to pursue a Management Role or Partner Track, we will support you with the full professional development resources and mentoring you need to succeed. Just like we help our clients achieve their goals, we help you achieve yours.

Responsibilities

• Prepare and begin reviewing tax returns for Mid-Sized Private Companies in multiple industries, Investment Entities, High Net-Worth Individuals, Fiduciary Entities, and Non-Profits.
• Assist with Tax Planning and Projections.
• Conduct tax research & prepare accurate work papers
• Respond to tax authority notices independently.
• Make journal entries for year-end close including bank reconciliations.
• Generating trial balance & financial statements.
• Analyze current and prior year General Ledger, Cashbook, Journal.
• Discuss with client year-end adjustments to be included.
• Handle routine client questions, and work with clients to obtain necessary information for financials and tax return completion.
• Communicate client service improvement and business growth opportunity ideas to management.
• Assist with training & support of junior tax accountants.
• MUST HAVE 2+ years Current CPA Firm experience
• CPA earned or in-progress
• Bachelor’s required, Master’s in Tax or Accounting preferred
• Ability to manage multiple priorities, deadlines and budgets
• Perform complex financial analysis

Desired Soft Skills

• Integrity, Intellectual Strength & Agility
• History of being a passionate learner who welcomes skill-stretching opportunities.
• Bring an Entrepreneurial point of view in Tax Accountant role.
• Are an energized professional - seeking greater responsibilities and more autonomy with clients.
• Have the passion & curiosity to look through the financials into the business, to identify potential opportunities for client gain.
• Are engaging & thrive building relationships internally and externally.

For immediate & CONFIDENTIAL consideration for this Senior Tax Accountant opportunity, please click APPLY or email

SterlingFreeman

13+ years

100% CPA Firm Recruiting + M&A Consulting

15,000+ CPA firms in our Network

150,000+ Contacts in CPA Firms Everywhere

#J-18808-Ljbffr

A leading insurance firm is seeking an experienced Market Facing Property & Casualty Underwriter in Sacramento, CA. This role emphasizes building client relationships and leveraging underwriting expertise to support business objectives in a collaborative team environment. Candidates should have significant experience in underwriting or claims support, and possess strong communication skills. Competitive salary and benefits are offered, with opportunities for bonuses based on performance.
#J-18808-Ljbffr

Select how often (in days) to receive an alert:

Executive Underwriter or AVP Underwriting Director

Zurich is currently looking for an Executive or AVP Underwriter Director Management Liability. As we are expanding, we are looking for candidates to work out of our following location: Austin, Dallas, Houston, San Antonio, or Texas Virtual Office. We are open to remote work for the right candidate located any where within the U.S.. As a Management Liability Underwriter, you will be responsible for utilizing your sales/marketing, relationship building and analytical skills to analyze and underwrite new and renewal business for Financial Lines Products (Directors and Officers, Employment Practices Liability, Fiduciary Liability and Crime Insurance) for private, nonprofit companies.

This is a market facing position and we are looking for someone with a strong sales mindset who will proactively seek renewal and new account opportunities, as well as identify growth opportunities. Building strong relationships with retail distributors (agents and brokers) and our customers in support of business retention and acquisition of new business is a key responsibility of this role. Identifying growth opportunities by determining our customer’s insurance needs and providing the right solutions will also be a critical responsibility of this position.

Key Accountabilities of this role:

• Administer and monitor underwriting rules and guidelines, rating manual rules, and insurance laws and regulations.
• Develop, maintain & collaborate with Line of Business representatives and other business-related needs, as appropriate.
• Develop and maintain relationships with distributors (agents & brokers) in support of business retention and acquisition and works with customers and distributors (agents & brokers) to determine their insurance related needs and provide solutions.
• Support the organization's sales culture by being a Help Point for agents, brokers and customers.
• Proactively seek renewal and new account opportunities.
• Complete detailed opportunity assessment with key distributors to identify growth opportunities.
• Qualify accounts to meet with the organization's appetite, balanced with sound business opportunity.
• Make broker/customer and on-sight calls with a planned and well-prepared purpose.
• Mentor team members.

This role will be filled at either the Executive Underwriter or AVP Underwriter Level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position.

Basic Qualifications:

• High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area.
  OR
• High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area
  OR
• Zurich Certified Insurance Apprentice including an associate degree and 3 or more years of experience in the Underwriting or Market Facing area
  OR
• Zurich Certified Insurance Apprentice including an associate degree and 8 or more years of experience in the Claims or Underwriting Support area
  AND
• Knowledge of Microsoft Office
• Experience working on time restraints for quotes on new and renewal business
• Experience working in a team environment

OR

• High School Diploma or Equivalent and 7 or more years of experience in the Underwriting, Market Facing area, Accounting, Banking, or Risk Management.
  OR
• High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area
  OR
• Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting, Market Facing area, Accounting, Banking, or Risk Management.
  OR
• Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area
  AND
• Experience with Microsoft Office

Preferred Qualifications:

• Bachelor’s Degree
• Strong verbal and written communication skills
• Strong relationship building skills

Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The combined salary range for this position is $98,500.00 - $215,000.00. The proposed salary range for the Executive Underwriter is $98,500.00 - $165,000.00, with Global Specialty Incentive Plan bonus eligibility set at 30%. The proposed salary range for the AVP Underwriter is $130,000.00 - $215,000.00, with Global Specialty Incentive Plan bonus eligibility set at 40%.

We offer competitive pay and comprehensive benefits for employees and their families. (Learn more about Total Rewardshere .)

At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®.

Join us for a brighter future—for yourself and our customers.

Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets.

Zurich complies with 18 U.S. Code § 1033.

Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal.

#J-18808-Ljbffr

Overview

Zurich Middle Markets has delivered double-digit growth over the last four consecutive years, and we strive to exceed that growth in the years ahead! We’ve been committed to assembling a team of dedicated Middle Market leaders and underwriters who understand this space very deeply and who grasp the unique challenges of the various industry segments and the individual customers we serve. We are looking to add to our team in Sacramento, CA and hire an experienced Market Facing Property & Casualty Underwriter.

In this role, you will serve as a customer advocate with a focus on improving the customer experience by understanding their unique risks and offering the best end-to-end solution for their Property & Casualty insurance needs.

Responsibilities

• You will develop and maintain relationships with broker partners and customers across all industries in support of business objectives.
• You will leverage your Property and Casualty underwriting acumen across risk assessment, exposure evaluation and pricing to generate and maintain a profitable book of new and renewal business.
• You will work collaboratively across business units including but not limited to; claims, finance, risk engineering, actuary, and technical underwriting while gaining extensive knowledge in a growing and innovative industry.
• You will be empowered to use your technical underwriting, negotiation and interpersonal skills to grow and develop relationships with preferred distribution partners in an assigned territory.

This role will be filled at either theExecutive Underwriter or AVP Underwriting Director Level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position.

Executive Underwriter Required Qualifications

• High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area. OR
• High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area
• Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area
• Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support are AND
• Knowledge of Microsoft Office
• Experience working on time restraints for quotes on new and renewal business
• Experience working in a team environment

AVP Underwriting Director Required Qualifications

• High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area. OR
• High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area
• Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area
• Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area AND
• Experience with Microsoft Office

Preferred Qualifications

• Strong verbal and written communication skills

Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us.

The combined salary range for this position is $108,200.00 - $234,300.00. The proposed salary range for the Executive Underwriter is $108,200.00 - $177,100.00, with short-term incentive bonus eligibility set at 15%. For the AVP Underwriting Director is $143,000.00 - $234,300.00, with short-term incentive bonus eligibility set at 20%.

We offer competitive pay and comprehensive benefits for employees and their families. (Learn more about Total Rewards here .)

At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®.

Join us for a brighter future—for yourself and our customers.

Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets.

Zurich complies with 18 U.S. Code § 1033.

Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal.

Location(s): AM - Gold River, AM - Sacramento
Remote Working: Hybrid
Schedule: Full Time
Employment Sponsorship Offered:No

Linkedin Recruiter Tag: #LI-WL1 #LI-HYBRID #LI-ASSOCIATE #LI-DIRECTOR

#J-18808-Ljbffr

A leading advisory and tax firm in Dallas is seeking a Tax Senior Manager to deliver industry-focused tax advisory and compliance services. The successful candidate will manage client relationships, assist in federal tax compliance, and mentor junior staff. With over eight years of experience required, this role promises upward mobility, flexible work options, and a strong commitment to client service and team development.
#J-18808-Ljbffr

A leading healthcare technology company is seeking an entry-level Operator for its Mountain View location. This role involves overseeing data management, resolving discrepancies, and ensuring professional communication with stakeholders. Applicants should have an Associate degree and proficiency in Microsoft Excel. Comprehensive training will be provided, and no prior billing experience is necessary. Join a collaborative team dedicated to excellence in medical billing and advance your career within a supportive environment.
#J-18808-Ljbffr

A leading insurance service provider is seeking High Value Residential Insurance Inspectors in Sacramento, California. This flexible and independent role allows you to manage your own schedule while conducting property surveys. Candidates should have experience in insurance, appraisals, or related fields, and be familiar with tools like Rapid Sketch and Xactimate. This opportunity offers potential supplementary income or can serve as your main source of income. Join a dedicated team that provides mentoring to help you succeed.
#J-18808-Ljbffr

A leading global consulting firm in Bellevue is seeking an Income/Franchise Tax Senior Manager to oversee the preparation of tax returns for multiple clients. This role involves leading a team, managing client relationships, and ensuring compliance with tax regulations. The ideal candidate has a Bachelor's in accounting, a CPA or JD, and at least ten years of experience in tax consulting. This position offers a competitive salary ranging from $172,800 to $259,200.
#J-18808-Ljbffr

A growing healthcare organization in Carrollton, Missouri is seeking a Chief Financial Officer (CFO) to join its executive leadership team. The role requires a strong background in healthcare accounting and finance, coupled with effective managerial experience. The ideal candidate will work collaboratively across the organization, reporting directly to the CEO. A bachelor's degree is mandatory, while a master's degree and CPA certification are preferred. This is a critical leadership position at a financially stable, non-profit hospital promoting diverse healthcare services.
#J-18808-Ljbffr

Sygma Petroleum Technology, Inc. is a growing energy enterprise dedicated to the funding and development of innovative petroleum technologies and strategic energy production projects. The company emphasizes sustainable growth, financial integrity, and compliance with regulatory standards, including SEC and FINRA guidelines. Sygma collaborates with landowners, investors, and industry partners to advance energy development initiatives and deliver value-driven opportunities in the petroleum sector. Sygma Petro

Position Overview

The Chief Financial Officer (CFO) will serve as a key member of the executive team, reporting directly to the Chief Executive Officer. The CFO will be responsible for shaping the financial strategy of the organization, driving financial performance, managing capital structure, and ensuring robust fiscal controls. This role requires a strategic thinker with deep financial leadership experience in energy, oil & gas, private investment, or related sectors.

Key Responsibilities

Strategic Financial Leadership

• Develop and implement financial strategies aligned with Sygma’s growth objectives and capital-raising plans.
• Partner with the CEO and board to refine long-term financial goals.
• Provide financial modeling and scenario analysis for project evaluations and investment offerings.
• Lead budgeting, forecasting, and financial planning processes.
• Establish key performance indicators (KPIs) to monitor financial performance.
• Produce regular financial reports and dashboards for executive leadership.

Capital & Investor Relations

• Oversee capital management, debt strategy, and investor communications.
• Coordinate with investment banks, private equity partners, and regulatory stakeholders.
• Support preparation of Private Placement Memoranda and financial disclosures.

Risk, Compliance & Controls

• Ensure compliance with SEC, FINRA, and relevant regulatory frameworks.
• Design and enforce internal controls to safeguard assets and financial processes.
• Oversee audit functions and compliance reviews.

Operational Finance

• Manage accounting functions, financial reporting, and treasury.
• Optimize working capital and cash flow management.
• Lead finance team recruitment, development, and performance management.
• Competitive base salary and performance-based incentives.
• Equity participation or long-term incentive package.
• Comprehensive benefits (health, retirement plan options).
• Flexible work environment and professional development opportunities.

Equal Opportunity Employer

Sygma Petroleum Technology, Inc. is an Equal Opportunity Employer committed to diversity in the workplace and offers equal employment opportunities to all qualified individuals.

#J-18808-Ljbffr

• Locations 11100 NE 8th St., Suite 400, Bellevue, WA, 98004, US (Hybrid)
• Base Range Info Compensation for this role will be based on the background of the individual selected for this position. For more details see the “About Us” section.
• Base Range $135,000 - $200,000

Essential Functions and Primary Duties

• Regarded as a Subject Matter Expert within business unit and shares knowledge
• Make recommendations on internal department procedures
• Recognize business opportunities for our clients and for CBIZ
• Assume significant client responsibility as client's trusted advisor, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
• Manage staff on engagement deliverables (such as financial statements, tax returns, work
  papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met
• Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals
• Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
• Understand client's Qualified Plan needs (as applicable)
• Supervise, train and mentor staff; listen and communicate effectively
• Work to develop responsible, trained staff by conducting performance feedback and evaluations
• Drive a team environment; demonstrate support of management decisions and builds a positive culture
• Additional responsibilities as assigned

Minimum Qualifications

• Bachelor's degree required
• 8 years experience in public accounting or related field
• 5 years supervisory
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on business needs

#LI-EM1 #LI-Hybrid

About Us

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Notice to Candidates Requiring Sponsorship

At this time, CBIZ is not engaging with applicants who require sponsorship.

Compensation & Benefits

The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and detail insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

Notice to Third-Party Agencies

CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.

Reasonable Accommodation

If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling (toll free) or send an email to

Equal Opportunity Employer

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.

#J-18808-Ljbffr

Overview

Lifecycle Acquisition Management Analyst – (3777)

Position Details

Functional Title: Management Analyst

Contract position State Location: St. Louis, MO US (Primary)

Education: Bachelor's Level Degree

Job Type: Full-time

Job Description

Provide lifecycle acquisition management support for a large program at the National Geospatial-Intelligence Agency (NGA). Position involves providing comprehensive advisory, technical, and program management assistance to acquire and sustain GEOINT systems, from initial concept to full operational use. Responsibilities include market research, contract documentation, technical reviews, compliance with intelligence community standards, advising leadership on acquisition strategies, and supporting the entire system engineering lifecycle to meet NGA's mission.

Key Responsibilities

• Assess current contracts and industry trends to identify opportunities for acquisition reform and support the development of acquisition strategies.
• Contract Development: assist in developing key acquisition documents, including Statements of Work (SOWs), Requests for Proposal (RFPs), and cost estimates.
• Technical Expertise: provide subject matter expertise on GEOINT data formats, metadata, classification, release requirements, and sensor phenomenology.
• Compliance & Governance: advise on compliance with NGA and Intelligence Community (IC) enterprise standards, architectural concepts, and security guidelines.
• Stakeholder Coordination: coordinate across various NGA directorates and external organizations (like DoD and IC information assurance) to ensure consistent and compliant solutions.
• Program Support: provide guidance and actionable recommendations to program and project managers during major milestone reviews.

Job Requirements

• A Bachelor's or higher degree in a relevant field such as business, computer science, geography, geospatial information systems (GIS), management, or systems engineering.
• At least 6 years of acquisition, advisory, management, or technical experience, including at least 2 years in support of NGA.
• Demonstrated ability to apply analytic techniques to evaluate programmatic data and resolve inconsistencies.
• Demonstrated advanced knowledge of Microsoft Office Excel (pivot tables and macros).
• Demonstrated proficiency in creating presentations in Microsoft PowerPoint.
• Demonstrated experience and knowledge in project management concepts and principles.

Clearance

• Active TS/SCI w/CI Poly

Work, Physical and Mental Requirements

Please see standard Work, Physical and Mental Requirements for all Quantech roles.

Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, filing cabinets and fax machines.

Physical Demands: This is largely a sedentary role; however, some filing may be required. This would require the ability to move files, or boxes with file data, open filing cabinets and bend or stand as necessary, ability to lift up to 40lbs.

Mental Demands: Reading; communicate effectively (verbal and written); maintain emotional control and professionalism.

#J-18808-Ljbffr