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Account Executive Opportunity

At Acra Lending our employees enjoy an opportunity to work with great people. We celebrate several events throughout the year accompanied by raffles and giveaways for employees nationwide. We are especially proud to give back to our community and truly enjoy one another's company.

We are looking for candidates to join our team who are passionate about their vocation. Who are committed to making a contribution and are looking to gain experience in order to grow in their career. Our headquarters are located on a beautiful campus in Irvine, California and if you work out of our Irvine office we can also provide a free gym membership.

The position is responsible for building relationships with mortgage brokers and bankers, onboarding them as partners, and maintaining an active sales pipeline. The Outside Account Executive will also be responsible for assisting their potential partners to complete broker loan approval documents and assist active partners in understanding and completing conditions during loan approval process. The Outside Account Executive customarily and regularly spends more than half of their working time away from the Company's established place of business or home office, engaged in activities directly related to building relationships with brokers in order to sell the Company's loan products.

We Offer

• Competitive base salary with uncapped commission potential.
• Comprehensive benefits package, including health, dental, and vision insurance and a generous 401k match.
• Opportunities for career growth and professional development.
• Supportive and dynamic team culture.

Do you Have:

• Proven experience in sales, with a focus on new account acquisition.
• Excellent communication and interpersonal skills.
• Strong negotiation and closing skills.
• Ability to thrive in a fast-paced, target-driven environment.
• Proficient in CRM software and other sales tools.
• Bachelor's degree in business, marketing, or a related field (preferred).

Job Duties

• Prospect and Generate Leads:
• Identify and target potential clients through market research, networking, and other lead-generation strategies.
• Develop and maintain a pipeline of qualified leads.
• Build Relationships:
• Initiate contact with prospective clients via phone calls, emails, and video meetings.
• Understand client needs and present tailored solutions.
• Visit current and potential broker partners three days per week (more than half of your weekly work hours) to perform product presentation, review loan scenarios and deepen customer relationship.
• Close New Business:
• Deliver compelling sales presentations and product overviews
• Facilitate the delivery of new broker packages and work with counterparty risk to garner approvals
• Achieve and exceed monthly, quarterly, and annual sales targets.
• Collaborate with Internal Teams:
• Work closely with marketing and other sales team members to ensure alignment on lead generation strategies and messaging.
• Provide feedback to product and service teams based on client interactions.
• Be a resource for Account Executives through the onboarding of new clients
• Maintain CRM and Reporting:
• Accurately document sales activities, client interactions, and deal progress in the CRM system.
• Prepare regular sales reports and forecasts for management.

If you are a go-getter who loves the thrill of closing deals and driving business growth, we would enjoy an opportunity to meet you. Apply today to join our team as an Account Executive!

Compensation range is $27,000 - $200,000 your first year.

Our benefit offerings include: Medical, dental, vision, wellness programs, EAP counseling services, FSA & HSA, company sponsored life insurance for employee, voluntary life insurance for employee, spouse and child, AD&D Insurance, voluntary short-term and long-term disability, critical illness insurance, accident insurance, legal assistance, pet insurance, living will and trust preparation discounts, commuter program, annual walking challenge, employee appreciation events and monthly sales awards.

Join Our Dunkin' Team

We are looking for Crew Members to join our Dunkin' team! Crew Members are responsible for delivering great and friendly guest experiences. They prepare products according to operational and quality standards and serve them with enthusiasm in a clean, fast paced environment. They work as part of a team to meet our Guests' needs and give them a reason to come back.

Team Environment:

• Work well and interact with others respectfully
• Respond positively to coaching and feedback
• Communicate with team members
• Able to learn and execute multiple tasks

Operational Excellence:

• Provide great guest service
• Resolve guest issues
• Follow Brand standards, recipes, and systems
• Follow safety, food safety and sanitation guidelines; comply with all applicable laws
• Maintain clean and neat work environment

Profitability:

• Execute restaurant standards and marketing initiatives
• Handle POS transactions and payments with accuracy
• Prepare and deliver all products according to Brand standards

Skills and Qualifications:

• Fluent in English
• Basic computer skills
• Capable of counting money and making change
• Able to operate restaurant equipment (minimum age requirements may apply)

Company Introduction

The OM Group is an independently owned franchisee of Dunkin', operating restaurants throughout the St. Louis metro area and Southeast Missouri. We currently have 12 locations in Missouri.

Server Position

The Server is responsible for table service in the Community dining rooms.

Principal Duties

Essential Job Duties:

• Sets tables and maintains workstations in proper order.
• Takes orders, provides service and requested items both graciously and courteously.
• Clears dishes from tables during and after meal service.
• Answers pertinent questions about menu items.
• Assists in maintaining a high level of customer service for our residents and their guests.
• Assists with dish washing and distribution of clean dishes if needed.
• Maintains safe and sanitary conditions in work areas.
• Maintains acceptable standards of personal hygiene and complies with department dress code.
• Completes all assigned cleaning tasks.
• Attends in-service training and education sessions as assigned.
• Performs specific work duties and responsibilities as assigned by supervisor.
• Records meal checks, reservations and additional charges. Complete knowledge of point-of-sale (POS) system.
• Other duties will be assigned as needed.

Requirements

High school diploma preferred

Minimum of one year serving experience

Must hold current state-required sanitation (Safe Food Handling and/or Certified Food Manager) certification/license per state requirements

Experience waiting tables in a hotel, restaurant or club with fine dining preferred; will train.

Ability to understand and follow instructions in English and communicate effectively.

Ability to interpret and explain menu, refer or answer questions, coordinate meal service process and understands requests.

Ability to work in close cooperation with residents, guests, visitors, families, supervisor and peers. Requires courtesy, tact and graciousness.

Physical Requirements/Working Conditions

Works indoors; must be able to stand/walk for 100% of the workday

Must be able to lift and carry up to 20 lbs. independently

Must be able to push and pull bus carts weighing up to 50 lbs. independently

Must be able to bend, stoop, reach, and balance frequently throughout the workday

Bartender Position

Our Hotel Name is currently seeking an experienced, knowledgeable and independent-working Bartender to maintain the property beverage service up to brand standards and Owner expectations. As part of the property team you will help us "craft inspired workplaces that enable all Associates to deliver kick-ass guest experiences and maximize investor returns"! This could be the perfect opportunity to advance your career with a growing and exciting hotel management company!

Position Responsibilities:

• Provide food service to guests as scheduled within outlets within accordance of service standards
• Assist with food and drink preparation as requested by cutting fruit, mixing items, mixing beverages
• Arrange serving dishes, trays, utensils, cups and paper products
• Keep self serve items replenished
• Keep serving counter and tables clean by wiping spills and removing trash
• Washing serving equipment, china, glass and silver and return to storage after meal hours and functions, as needed.
• Welcoming and friendly personality.
• Operate POS including cash, room charges and credit cards as required by Hotel's standard operating procedures
• Ensure all tables are properly cleaned, and dining area is vacuumed.
• Assists department in maintaining safety equipment and emergency procedures for the safety of all guests and employees.
• Maintain an inventory of needed supplies; keep all items at par level.
• Comply with standards as outlined in the brand's food sanitation checklist.
• Complete daily, weekly, monthly inventory, as needed
• Be familiar with hotel facilities and their location and hours.

Job Requirements:

• Previous food and beverage experience
• Food handler and Liquor certification as required by law or brand standard

Our Perks & Benefits

Competitive Compensation

We offer a highly competitive salary that reflects your skills and experience.

Health Coverage

• Medical, Dental, and Vision insurance
• Ancillary Benefits to support your well-being
• 401(k) with company contribution

Work-Life Balance

• Paid Time Off (PTO) (based on FT or PT status)
• Paid Sick Leave to take care of yourself when needed (based on FT or PT status)

Career Growth & Support

• On-the-job training and mentorship
• Clear pathways for advancement within the company

Extra Perks

• Associate Referral Program get rewarded for bringing in top talent
• Hotel Discounts enjoy the exclusive rates at our properties
• Daily Pay Access to your pay when you want it!

About Us

Twenty Four Seven Hotels is a premium-branded lifestyle and select-service -focused hotel management company that believes better is always possiblefor our investors, our partners, our associates and our guests. We operate in a sweet spotlarge enough to be well-resourced and effective; small and specialized enough to offer accessibility and expertise in operations, investment and development. As a company, we value one-on-one relationships above all else. Whether you're an associate, a partner or an investor/owner, we're here for youday in and day out. Ensuring our associates are able to successfully grow in their careers, and our owners are able to successfully grow their investment. Our hotel brand partners include Marriott, Hilton, Hyatt, IHG and Choice.

Part Time Leasing Consultant

Weinstein Properties, headquartered in Richmond, Virginia owns and manages over 60 apartment communities in Virginia, North Carolina, Texas, Tennessee, and Georgia. Still owned and operated by the Weinstein family after 70+ years, our continued success is attributed to our hands on approach to daily operations and our focus on the customer experience.

Location: Bexley at Lake Forest - McKinney, TX

Pay: Hourly rates are competitive, starting at $19/hour and increasing based on experience + Quarterly Bonuses

Schedule:

• 20 hours per week
• Most or all Saturdays 9am-5pm, one additional full 8 hour and one half 4 hour weekday (Sundays closed)
• Weekday hours 9am-6pm, we can be flexible based on what days you can work

At WP, we do things differently. We invest in people, not just resumes. We believe in training talent from the ground up, and many of our best Leasing Consultants didn't come with industry experience they came with drive, a great attitude, and a genuine desire to serve people. If you're energetic, friendly, adaptable, and eager to learn, we'll teach you everything you need to know to thrive in this role.

As a Leasing Consultant, you'll be the first impression and voice of our community. You'll guide prospective residents through their leasing journey while building strong relationships with current residents and your team. You'll juggle customer service, sales, and administrative tasks and we'll provide you with all the training and support you need to excel.

You don't need leasing experience to succeed here but you do need the right mindset.

• Strong Communication Skills: You're a great listener, and you can confidently and warmly connect with others, both in person and in writing.
• Customer-First Mindset: You love helping people and solving problems, even when things get tough.
• Positive Energy: You show up with enthusiasm and a can-do attitude every day, no matter what ends up being thrown your way.
• Team Spirit: You pitch in wherever needed and care about team success over individual credit. You are game to help, even if something does not fall under your job description.
• Motivation & Drive: You're goal-oriented, organized, and eager to grow.
• Adaptability: You can manage interruptions, shifting priorities, and fast-paced days with ease and grace.
• Initiative: You're not afraid to jump in whether it's greeting someone at the door or taking ownership of a task.

We have high expectations and a hands-on training program that will set you up to meet them. This is not a desk job expect to be on your feet, engaging with prospects, walking the property, inspecting homes, and so much more. You'll be part of a high-performing, highly collaborative team recognition and promotion come from commitment and results. You'll sometimes work outside standard hours to support resident events or assist during weather challenges.

Industry-Leading Training: We'll equip you with all the tools and knowledge you need to grow no experience necessary. Career Growth: Many of our leaders started in leasing. Whether you stay on-site or grow into corporate roles, the opportunities are here we want this to be a career, not just a job. Supportive Culture: We're like family. We believe in investing in you, recognizing your contributions, and growing together.

Weinstein Properties is an Equal Opportunity Employer.

Life Science Broking Team Leader

WTW's Life Science Placement and Broking Solutions Leader deliver superior results for our clients' business and risk management needs through deep industry specific expertise. Dedicated brokers specializing to provide tailored coverage solutions to best protect clients' assets, build tailored coverage and secure the most favorable terms from the marketplace. The Life Science Placement and Broking Solutions Leader is responsible for leading and building a team of national and segmented broking teams. The role will report into the Head of Casualty, North America

Further, this role also has responsibility role for helping drive our strategy around placement and broking solutions for Life Sciences and is accountable for aligning our broader broking community, growing our specialized book of business. The leader will create, steer and drive a differentiated client experience.

The Role

• Responsible for establishing and executing the strategic direction of the specialized broking business
• Collaborate with leadership to develop client strategies that deepen, broaden and build profitable relationships with key buyers
• Maintain a visible position in the market, cultivate key relationships and create a talent pipeline
• Maintain senior executive-level relationships at insurers to effectively escalate broking and claims issues and achieve favorable outcomes and resolutions
• Assist with designing a digital trading platform that generates efficiencies for our broking community and helps create value for our clients
• Maintain alignment with North America CRB and Broking core business objectives including adherence to Engagement 365 and the "Zero Policy Defects" initiative
• Ensure compliance with all E&O mitigation strategies
• Assist Producers and lead sales efforts including participating in high profile RFPs
• Lead branding in the insurance industry including thought leadership content, analytics, affiliate relationships, training & education and center-of-influence networking
• Provide operational leadership by leading an efficient business (resource deployment)
• Influence review of renewal business for adequacy of coverage and competitive rates
• Coordinate with the local offices, Regional Partners and Managing Partners to ensure alignment between broking and production strategies
• Recruit, motivate and mentor team members; ensure local succession planning is in place
• Line management of broking heads, setting objectives and performance criteria
• Ensure broking best practice is applied consistently
• Actively contribute to the Placement and Broking Solutions leadership team
• Design facilities, panels and technology solutions in collaboration with local Broking leadership
• Help to deliver financial targets
• Ensure that all Associates that he/she manages are adequately trained and competent to enable them to be successful in putting the interests of clients and the integrity of the market at the heart of the way they do business

Qualifications

• Licenses as required by state law
• Minimum 10 years of experience in the Industry P&C insurance brokerage sector
• Preferred designations of CPCU, CRIS & ARM
• Knowledge of various product lines and products including but not limited to; casualty & property, with a focus on Life Science.
• Multi-faceted broking industry experience (i.e. prior roles in broking across multiple lines of business, underwriting and client engagement).
• Experience in implementing the corporate mission and strategy within her/his business segment
• Extensive knowledge of the Industry and insurance markets
• Ability to understand client and technical issues and capability to solve
• Exceptional communication, negotiation and influencing skills
• Excellent leadership skills, with a proven track record of developing people
• Excellent stakeholder management skills with the ability to influence within a matrix environment
• Proven ability to design and execute strategies able to use inclusive and collaborative styles to manage ambiguity and gain agreement
• Ability to act as an ambassador for the Industry practice and the company
• High levels of business and financial acumen with an ability to drive the North America Broking and Company strategies
• Excellent change management capabilities
• BA/BS degree required.

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in- office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

EOE, including disability/vets

Commercial Lender Position

Commercial Lender is responsible for driving commercial loan and deposit growth through strategic business development, relationship management, and sound credit leadership. This role serves as a senior producer and trusted advisor to business clients while maintaining a high-quality loan portfolio aligned with the bank's risk appetite and growth objectives.

Key Responsibilities

• Develop and execute a strategic plan to grow a profitable commercial loan and deposit portfolio
• Originate, structure, and close complex commercial credit facilities across diverse industries
• Serve as the primary relationship manager for middle-market and commercial clients
• Proactively source new business through networking, referrals, and community involvement
• Lead client conversations as a trusted financial advisor, offering tailored banking solutions
• Analyze and interpret financial statements, cash flow, and industry trends to guide lending decisions
• Present and defend credit recommendations to senior credit officers and/or loan committees
• Maintain ongoing portfolio management, including risk rating accuracy, covenant compliance, and early identification of credit issues
• Partner with credit analysts, portfolio managers, treasury management, and executive leadership to deliver comprehensive client solutions
• Mentor junior lenders and support team development as needed

Qualifications

• Bachelor's degree in Finance, Accounting, Business, or related field (required)
• 3-5 years of commercial lending experience with demonstrated production success
• Proven ability to source, structure, and close commercial loans
• Strong credit acumen and experience with complex credit structures
• Established network and strong presence in the local market
• Experience presenting to loan committees and senior leadership

Key Skills & Competencies

• Advanced credit underwriting and risk assessment
• Business development and revenue generation
• Executive-level relationship management
• Loan structuring and negotiation
• Strategic thinking and market insight
• Leadership and mentorship
• Strong communication and presentation skills

Performance Expectations

• Consistently meet or exceed annual loan and deposit production goals
• Maintain strong asset quality and acceptable risk ratings across the portfolio
• Expand market share through new client acquisition and portfolio growth
• Demonstrate leadership within the bank and the community
• Contribute to overall bank profitability and strategic initiatives

For a fully confidential conversation about this exciting opportunity, please reach out to me directly!

Job Title

The main job functions are to set up, adjust and operate a variety of auxiliary binding machines containing several cutting heads, control surfaces, or other attachments (i.e. folders, cutters, collators, stitchers, drills, and other small various machines and/or set up automatic bindery machines containing multiple functions and station capabilities (power paper cutters, power collators and gatherers, power folders, power speed binder) which can be electromagnetically combined with other equipment and devices to produce a complete bindery and finishing unit that processes printed sheets into final books, catalogs, manuals, directories, magazines or other completed products.

Shift: 2:30 pm-11:00 pm

$18 - $25 an hour

Job Posting

Interagency Career Transition Assistance Program (ICTAP) eligibles only in the commuting area of the selected duty location.

Location: This position is located in various offices within the Social Security Administration.

Tour of Duty: Multiple work schedules (up to 40 hours) | Alternate work schedules may be available.

Type of Position: Temporary 1 Year - May be extended - Will not become permanent.

Associate Banker

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Emerging Middle Market Banking, you will play a key role in supporting companies with annual revenues between $20 million and $100 million. You'll work both independently and as part of a dynamic team to introduce our comprehensive suite of financial solutions, help senior bankers uncover new prospects, deepen existing client relationships, and drive market growth.

You will be expected to possess a comprehensive understanding of our full range of financial solutions, including Credit, Treasury Services, International Banking, Commercial Card, and Merchant Services. You will collaborate closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core teams. You will demonstrate a genuine interest in cross-border business, cultural sensitivity, a strong commitment to teamwork and partnership, and consistently upholds the highest standards of work ethic and attention to detail.

Please note: This role is not eligible for employer sponsored immigration support of any kind.

Job Responsibilities

• Champion a culture of innovation and a customer-centric mindset
• Stay up-to-date with industry trends to identify opportunities for innovation and strategic partnerships
• Provide proactive support to senior bankers across the team
• Drive new client acquisition, both independently and in collaboration with bankers
• Navigate the EMM ecosystem and develop meaningful relationships with internal and external partners
• Embrace a culture of respect, diversity and inclusion

Required Qualifications, Capabilities and Skills

• 4+ years in a similar banking, venture, credit or treasury role
• Outstanding professional reputation and integrity
• Strong leadership and teamwork skills required
• Proven ability to develop and retain profitable client relationships in a competitive environment
• Expertise in assessing and structuring complex credit transactions, including risk mitigation and negotiation
• Deep knowledge of banking products and services

Preferred Qualifications, Capabilities and Skills

• Bachelor's degree preferred
• Superior knowledge of the market dynamics and its business environment preferred
• Excellent problem-solving, oral, and written communication skills

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services

Location: New York, Chicago, Dallas, Hartford, Hoboken, Iselin, Jericho, Los Angeles, Nashville, San Francisco, San Jose

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

The opportunity

When you join our Fiduciary/Trust Tax Services team, you'll be at the heart of EY's critical mission to build a better working world by applying your knowledge, skills and experience in assisting clients in meeting their business objectives. You will learn, grow and contribute building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice.

Your key responsibilities

You're likely to spend your time on a diverse array of projects, responsibilities and tasks, supporting client engagements by participating in day-to-day interactions with team members, providing a quality work product and driving delivery of services to meet deadlines. You will serve as a trusted advisor and role model for our people across multiple teams, research tax law issues, provide advice and assistance to help clients understand risks and potential needs for additional tax advisory or compliance services.

• Performing tax research and preparing written tax advice
• Preparing tax information statements and tax returns including complex Forms 1041 and state income tax returns for trusts and estates
• Reviewing and interpreting wills and trust documents to determine fiduciary tax reporting requirements confirm beneficiary allocations and identify matters that may require additional research and review by a subject matter professional such as determination of state tax nexus.
• Analyzing proper tax treatment of various transactions, learning to identify, review and confirm accuracy in tax reporting
• Translating complex data from a range of sources into client-ready insights and deliverables to support informed decision-making concerning required tax reporting

You will support the Fiduciary/Trust Tax Services practice with the preparation and delivery of tax information statements, tax returns and related reporting for agency, custody and fiduciary accounts for tax compliance engagements with banks, wealth management firms, trust companies and law firms. You'll be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.

Skills and attributes for success

• Collaborate with clients and colleagues to analyze tax issues, determine alternative methods of problem-solving and arrive at recommendations
• Support managers, senior managers and PPEDs with reconciling returns, e-filing returns, and validating data in the tax system
• Communicate with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
• Support billing and collections for tax compliance and related services and participating in the process of contract renewals and new business pursuits
• Communicate complex tax issues to colleagues, clients and non-tax professionals to enable evaluation and review of tax compliance requirements central to fulfilling fiduciary tax reporting obligations
• Responsible for training less experienced team members on administrative tasks and tasks supporting the tax compliance process

To qualify for the role you must have

• Bachelor degree or equivalent experience (Accounting, Business, Finance or equivalent degree preferred)
• Minimum 2 years of experience in a professional services or tax services organization and preparing federal and state fiduciary income tax returns
• Proficient in computer software applications, including Microsoft Word, Excel and PowerPoint, knowledge of trust accounting systems and tax software applications, including ONESOURCE Trust Tax
• Experience preparing income tax returns with complex pass-through investments, read and interpret trust agreements
• Ability to work effectively both independently and with a team, assist with a variety of projects of varying degrees of complexity
• Knowledge of taxation, trusts and estates, wealth planning and fiduciary income taxation
• Demonstrated technical expertise in fiduciary accounting matters
• Build effective relationships with our clients, understand their unique needs to provide tailored services. Manage workflow effectively to comply with clients' needs and expectations and complete special projects
• Excellent organizational and verbal/written communication skills
• Commit to periodic travel (10-15%)

Ideally, you'll also have

• CPA or EA certification or membership in The Bar desired, but not required
• Thorough knowledge tax compliance, information reporting rules, fiduciary and/or income tax law and concepts required to prepare US federal and state tax information statements and tax returns
• Strong analytical skills and attention to detail
• The ability to adapt your work style to work with both internal and client team members

What we look for

We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

What we offer you

At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $76,000 to $125,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $91,100 to $142,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.

Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year.

Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis.

For those living in California, please click here for additional information.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

EY provides equal employment opportunities to applicants and employees without regard to race,