University of California Agriculture and Natural Resources
Modesto, California
Cooperative Extension Area Orchard Systems Advisor (Almond, Pistachio, Peaches, Apricots) Serving Stanislaus and San Joaquin Counties Position Overview The University of California, Agriculture and Natural Resources (UC ANR) invites applications for a UC Cooperative Extension Area Orchard Systems Advisor, serving Stanislaus and San Joaquin Counties. The successful candidate will implement an innovative multi-county extension education and applied research program that will focus on almonds and pistachios in Stanislaus County and peaches and apricots in Stanislaus and San Joaquin Counties. Disciplinary focus will be on orchard production systems, nutrient management, pest management, water efficiency, and soil fertility and health. UCCE Advisors are responsible for applied research and the extension of knowledge. Research activities are applied, needs-based, mission-oriented, and focused on addressing our communities' challenges. Extension activities are educational practices Advisors use to share research results directly with their clientele and communities. Increased knowledge and understanding of science-based research helps to support and promote the adoption of practices and technologies that solve problems. Extension methods may include individual consultations, presentations, organization of educational workshops and short courses, field demonstrations, farm calls, and site visits. Information may also be disseminated via radio outreach, webinars, fact sheets, policy briefs, news blogs, and social media. Publications are expected in various formats, such as newsletters, articles for the popular press, curriculums, conference proceedings, and peer-reviewed publications. Successful research and extension programs result in new information that improves knowledge or understanding and adoption of new skills, practices, changed attitudes, policies, and improved environmental, health, agricultural, economic, and/or social conditions. UCCE Advisors are evaluated through an academic advancement system based on four criteria: extending knowledge, applied research and creative activity, professional competence and activity, and University and public service. Location Headquarters: This position will be headquartered in the UCCE Office in Stanislaus County, located at 3800 Cornucopia Way Modesto, CA 95358. Position Details The Area Orchard Systems Advisor will support the ANR Public Values of Promoting economic prosperity in California through increases in agriculture efficiency and profitability; Protecting California's natural resources by improving land management, soil quality, agricultural sustainability, water quality, and water use efficiency; and Building climate-resilient communities and ecosystems by increasing resilience to extreme weather and climate change by improving water resiliency with on-farm practices such as groundwater recharge and recycling water and biomass. The advisor will develop an applied research program to address critical issues facing orchard crops. These include irrigation and fertigation efficiency, rootstock and variety evaluation, cropping efficiency, overcoming salt and soil chemistry challenges, soil health and cover cropping, invasive disease epidemics and use of plant growth regulators to help overcome issues related to climate change. Priorities may include fruit harvest mechanization to address labor shortages, canopy size and structure to facilitate harvest efficiency, and fertilization strategies to optimize fruit size, yield, and quality. There is strong support from the local industry that will allow the new advisor to address high-profile policy issues (e.g. Flood Managed Aquifer Recharge and Climate Smart Ag) such as fertilizer and irrigation management concerns that are facing additional regulation in coming years but are key to advancing profitability. There are numerous publication opportunities across these crops and disciplines, including trade journal publications, commodity board technical reports, and scientific journals. The advisor will be expected to collaborate in knowledge creation and extension with key clientele including farmers and allied industry. California pest control advisors (PCA) and certified crop advisors (CCA) seek continuing education to continue to advise farmers on best practices and develop nutrient management plans on roughly 475,000 fruit and nut acres in Stanislaus and San Joaquin Counties. The position is responsible for creating and implementing an innovative extension program using traditional and modern tools to support the development of new practices and evaluation of existing practices for increasing production efficiencies while being protective of natural resources. The advisor will provide needs-based education that is responsive to the preferences of clientele. Programs will be developed and carried out in collaboration with other ANR academics as well as related government and private industries in Stanislaus and San Joaquin Counties. The position requires interaction with farmers, landowners, commodity boards, pest control advisors, federal and state agency managers and partners, and other client groups and managers from the public and/or private sector.The advisor is expected to work collaboratively with Cooperative Extension Specialists, AES researchers and Cooperative Extension Advisors through various workgroups. UCCE Stanislaus County has the resources to maximize the productivity of this advisor for statewide as well as local benefit, including an established team of both an integrated pest management advisor and an irrigation advisor, both working exclusively in orchard systems, that will serve as the foundation of local collaboration in research and extension. The Orchard Systems Advisor will bring valuable orchard/horticulture knowledge to the local team, allowing for a holistic approach to research and extension programs aimed at tackling multi-faceted issues. Counties of Responsibility. This position will be headquartered in Stanislaus County and will serve Stanislaus and San Joaquin Counties. Reporting Relationship: The advisor serves under the administrative guidance of the University of California Cooperative Extension (UCCE) Stanislaus County Director with input from the San Joaquin County Director.It is not a remote position; the candidate must be available to work onsite at the headquarters location and travel to and be present in other counties with programmatic responsibilities. Specific expectations for maintaining office hours and fieldwork in the geographic area covered by this position will be outlined upon hire by the respective directors and supervisors. Qualifications and Skills Required Required Qualifications Education: A minimum of a master's degree related to pomology, horticulture, plant science, or a related field is required at the time of appointment. Key Qualifications The candidate should be able to develop and integrate all aspects of crop production to promote sustainability, profitability, and environmental stewardship. The CE Advisor must possess or obtain a Qualified Pesticide Applicator Certificate (QAC) or License (QAL) prior to applying or supervising the application of any pesticide. Experience in conducting applied research in agriculture, horticulture or natural resources. Experience delivering educational and outreach programming. Experience in program and/or personnel management. Ability and means to travel on a flexible schedule as needed, proof of liability, and property damage insurance on the vehicle used is required.Must possess or obtain a valid California Driver's License to drive a County or University Vehicle. We are unable to sponsor or take over sponsorship of an employmentvisaat this time. Applicants must be authorized to work for any employer in the U.S. at the time of hire. This is not a remote position. Additional Skills Required Applicants need to meet appointment criteria for the respective University of California academic titleseries and evidence for success in meeting required academic advancement criteria as per UC Academic Personnel Manuals. Applications need to document relevant research, extension, and teaching experience, and appropriate scholarly achievements. Interest in and a desire to pursue a career in UC Cooperative Extension Technical Competence and Impact: The candidate should understand key concepts to optimize engagement and development and be able to design and implement a program that leads to positive changes and impact within the community and beyond. Communication: Demonstrated excellence in written, oral, interpersonal and information technology communication skills. Collaboration, Teamwork and Flexibility: The candidate should demonstrate the ability to work collaboratively as a team member with key external stakeholders and county-based staff, as well as with other colleagues within UC ANR. Lifelong Learning: There is an expectation that advisors evolve and grow across their career and respond to changes in the industry, clientele, and organizational change. Desired Experience Ability to effectively engage with partner organizations to develop strong relationships associated with problems and issues facing the Orchard Crops Industry. Ability to communicate well with regional audiences including local elected officials, agricultural organizations, and natural resources agencies. Experience working with grower cooperators, collaborators and agency personnel. Demonstrated ability to effectively plan applied research or evaluation projects . click apply for full job details
12/06/2025
Full time
Cooperative Extension Area Orchard Systems Advisor (Almond, Pistachio, Peaches, Apricots) Serving Stanislaus and San Joaquin Counties Position Overview The University of California, Agriculture and Natural Resources (UC ANR) invites applications for a UC Cooperative Extension Area Orchard Systems Advisor, serving Stanislaus and San Joaquin Counties. The successful candidate will implement an innovative multi-county extension education and applied research program that will focus on almonds and pistachios in Stanislaus County and peaches and apricots in Stanislaus and San Joaquin Counties. Disciplinary focus will be on orchard production systems, nutrient management, pest management, water efficiency, and soil fertility and health. UCCE Advisors are responsible for applied research and the extension of knowledge. Research activities are applied, needs-based, mission-oriented, and focused on addressing our communities' challenges. Extension activities are educational practices Advisors use to share research results directly with their clientele and communities. Increased knowledge and understanding of science-based research helps to support and promote the adoption of practices and technologies that solve problems. Extension methods may include individual consultations, presentations, organization of educational workshops and short courses, field demonstrations, farm calls, and site visits. Information may also be disseminated via radio outreach, webinars, fact sheets, policy briefs, news blogs, and social media. Publications are expected in various formats, such as newsletters, articles for the popular press, curriculums, conference proceedings, and peer-reviewed publications. Successful research and extension programs result in new information that improves knowledge or understanding and adoption of new skills, practices, changed attitudes, policies, and improved environmental, health, agricultural, economic, and/or social conditions. UCCE Advisors are evaluated through an academic advancement system based on four criteria: extending knowledge, applied research and creative activity, professional competence and activity, and University and public service. Location Headquarters: This position will be headquartered in the UCCE Office in Stanislaus County, located at 3800 Cornucopia Way Modesto, CA 95358. Position Details The Area Orchard Systems Advisor will support the ANR Public Values of Promoting economic prosperity in California through increases in agriculture efficiency and profitability; Protecting California's natural resources by improving land management, soil quality, agricultural sustainability, water quality, and water use efficiency; and Building climate-resilient communities and ecosystems by increasing resilience to extreme weather and climate change by improving water resiliency with on-farm practices such as groundwater recharge and recycling water and biomass. The advisor will develop an applied research program to address critical issues facing orchard crops. These include irrigation and fertigation efficiency, rootstock and variety evaluation, cropping efficiency, overcoming salt and soil chemistry challenges, soil health and cover cropping, invasive disease epidemics and use of plant growth regulators to help overcome issues related to climate change. Priorities may include fruit harvest mechanization to address labor shortages, canopy size and structure to facilitate harvest efficiency, and fertilization strategies to optimize fruit size, yield, and quality. There is strong support from the local industry that will allow the new advisor to address high-profile policy issues (e.g. Flood Managed Aquifer Recharge and Climate Smart Ag) such as fertilizer and irrigation management concerns that are facing additional regulation in coming years but are key to advancing profitability. There are numerous publication opportunities across these crops and disciplines, including trade journal publications, commodity board technical reports, and scientific journals. The advisor will be expected to collaborate in knowledge creation and extension with key clientele including farmers and allied industry. California pest control advisors (PCA) and certified crop advisors (CCA) seek continuing education to continue to advise farmers on best practices and develop nutrient management plans on roughly 475,000 fruit and nut acres in Stanislaus and San Joaquin Counties. The position is responsible for creating and implementing an innovative extension program using traditional and modern tools to support the development of new practices and evaluation of existing practices for increasing production efficiencies while being protective of natural resources. The advisor will provide needs-based education that is responsive to the preferences of clientele. Programs will be developed and carried out in collaboration with other ANR academics as well as related government and private industries in Stanislaus and San Joaquin Counties. The position requires interaction with farmers, landowners, commodity boards, pest control advisors, federal and state agency managers and partners, and other client groups and managers from the public and/or private sector.The advisor is expected to work collaboratively with Cooperative Extension Specialists, AES researchers and Cooperative Extension Advisors through various workgroups. UCCE Stanislaus County has the resources to maximize the productivity of this advisor for statewide as well as local benefit, including an established team of both an integrated pest management advisor and an irrigation advisor, both working exclusively in orchard systems, that will serve as the foundation of local collaboration in research and extension. The Orchard Systems Advisor will bring valuable orchard/horticulture knowledge to the local team, allowing for a holistic approach to research and extension programs aimed at tackling multi-faceted issues. Counties of Responsibility. This position will be headquartered in Stanislaus County and will serve Stanislaus and San Joaquin Counties. Reporting Relationship: The advisor serves under the administrative guidance of the University of California Cooperative Extension (UCCE) Stanislaus County Director with input from the San Joaquin County Director.It is not a remote position; the candidate must be available to work onsite at the headquarters location and travel to and be present in other counties with programmatic responsibilities. Specific expectations for maintaining office hours and fieldwork in the geographic area covered by this position will be outlined upon hire by the respective directors and supervisors. Qualifications and Skills Required Required Qualifications Education: A minimum of a master's degree related to pomology, horticulture, plant science, or a related field is required at the time of appointment. Key Qualifications The candidate should be able to develop and integrate all aspects of crop production to promote sustainability, profitability, and environmental stewardship. The CE Advisor must possess or obtain a Qualified Pesticide Applicator Certificate (QAC) or License (QAL) prior to applying or supervising the application of any pesticide. Experience in conducting applied research in agriculture, horticulture or natural resources. Experience delivering educational and outreach programming. Experience in program and/or personnel management. Ability and means to travel on a flexible schedule as needed, proof of liability, and property damage insurance on the vehicle used is required.Must possess or obtain a valid California Driver's License to drive a County or University Vehicle. We are unable to sponsor or take over sponsorship of an employmentvisaat this time. Applicants must be authorized to work for any employer in the U.S. at the time of hire. This is not a remote position. Additional Skills Required Applicants need to meet appointment criteria for the respective University of California academic titleseries and evidence for success in meeting required academic advancement criteria as per UC Academic Personnel Manuals. Applications need to document relevant research, extension, and teaching experience, and appropriate scholarly achievements. Interest in and a desire to pursue a career in UC Cooperative Extension Technical Competence and Impact: The candidate should understand key concepts to optimize engagement and development and be able to design and implement a program that leads to positive changes and impact within the community and beyond. Communication: Demonstrated excellence in written, oral, interpersonal and information technology communication skills. Collaboration, Teamwork and Flexibility: The candidate should demonstrate the ability to work collaboratively as a team member with key external stakeholders and county-based staff, as well as with other colleagues within UC ANR. Lifelong Learning: There is an expectation that advisors evolve and grow across their career and respond to changes in the industry, clientele, and organizational change. Desired Experience Ability to effectively engage with partner organizations to develop strong relationships associated with problems and issues facing the Orchard Crops Industry. Ability to communicate well with regional audiences including local elected officials, agricultural organizations, and natural resources agencies. Experience working with grower cooperators, collaborators and agency personnel. Demonstrated ability to effectively plan applied research or evaluation projects . click apply for full job details
US Job Description Firm Information Reed Smith is a dynamic international law firm dedicated to helping clients move their businesses forward. With an inclusive culture and innovative mindset, we deliver smarter, more creative legal services that drive better outcomes for our clients. Our deep industry knowledge, long-standing relationships and collaborative structure make us the go-to partner for complex disputes, transactions and regulatory matters. Our team of 3,000 people (including more than 1,600 lawyers) across more than 30 offices in the United States, Europe, the Middle East and Asia, operate as one global partnership to drive progress for our clients, for ourselves and for our communities. Position Summary The Senior Solutions Engineer in Client Development will serve as a senior leader and trusted advisor, bridging the gap between client business needs, legal practice demands, and advanced technology solutions. This role combines the expertise of a solutions architect, sales engineer, and business transformation strategist, with a strong grounding in litigation support and corporate legal projects. The successful candidate will lead initiatives that transform how litigation and corporate legal departments leverage technology for efficiency, compliance, and strategic outcomes. They will not only design and deliver sophisticated solutions but also facilitate client workshops, lead global training programs, capture and integrate client feedback, and support business development through technical sales enablement. With 7-10 years of experience in consulting, legal technology, or adjacent industries-and a proven record in litigation support, corporate legal operations, and technology-enabled process transformation-this individual will drive high-impact outcomes for both clients and the firm. Job Duties and Responsibilities Client Engagement & Strategic Advisory Act as a senior advisor to litigation and corporate legal teams, aligning business challenges with practical, technology-enabled solutions. Lead client-facing workshops on AI, litigation management, matter lifecycle optimization, e-discovery, CLM, and legal operations strategy. Serve as a facilitator of client feedback loops, ensuring insights from litigation and corporate legal users inform product design and service delivery. Support business development efforts as a sales engineer, demonstrating solution capabilities for litigation support, regulatory risk, and transactional efficiency. Product Enablement, Demonstration & Training Design and deliver advanced, tailored demonstrations of legal technology platforms-including litigation management tools, CLM systems, e-discovery platforms, and AI-enabled applications. Lead global training initiatives for attorneys, litigation support staff, and corporate legal professionals. Partner with product vendors to refine offerings based on litigation and corporate law client requirements. Process Mapping & Business Transformation Collaborate with client legal departments and law firm practice groups to map and optimize litigation workflows, corporate contracting processes, and matter management systems. Apply expertise in process mapping methodologies to design scalable, repeatable solutions for corporate and litigation functions. Develop best practice frameworks for e-discovery readiness, contract lifecycle optimization, and corporate governance compliance. Project Leadership & Delivery Oversee complex, multi-workstream engagements across litigation and corporate legal projects. Provide leadership to cross-functional project teams, including Analysts, Architects, and Managers. Deliver executive-level communications and updates to senior client stakeholders, including GCs, CLOs, and litigation department heads. AI and Technology Drive implementation of AI and GenAI platforms tailored to litigation and corporate legal use cases. Identify opportunities for AI-assisted litigation strategy, workflow automation, and corporate transaction support. Operational Excellence & Team Leadership. Mentor junior team members and foster a culture of , collaboration, and legal domain excellence. Represent the firm as a thought leader at client events, industry conferences, and forums on legal technology in litigation and corporate practice. Job duties and responsibilities included are not exhaustive and may be supplemented as necessary. Reed Smith reserves the right to revise or modify job duties and responsibilities at any time. Requirements Education: Bachelor's degree in Business, Computer Science, Industrial Engineering, Data Analysis, or related field required. Advanced degree or certifications (e.g., PMP, Lean Six Sigma, AI/ML, e-discovery certifications, IACCM for CLM) strongly preferred. Experience: 7-10 years of professional experience in consulting, legal technology, or business transformation roles. Significant experience delivering litigation technology solutions (e-discovery, case/matter management, analytics) and corporate legal technology solutions (CLM, governance, compliance). Demonstrated expertise in sales engineering, client training, process mapping, and leadership. Track record of implementing and scaling AI, CLM, and legal operations technology platforms. Skills: Exceptional written, verbal, and presentation skills; comfortable engaging with executive and attorney audiences. Deep knowledge of litigation workflows, corporate contracting processes, and legal operations best practices. Expertise in workshop facilitation, client engagement, and global training delivery. Strong analytical, project management, and leadership capabilities. Other Supervisory Responsibilities: May lead cross-functional teams and provide mentorship to junior staff. Equipment To Be Used: Personal computer and other office equipment such as telephone, calculator, fax, machine, copier, scanner, ePersonal computer and other office equipment such as telephone, calculator, fax, machine, copier, scanner, etc, Essential Job Functions: Ability to sit and/or stand for prolonged periods due to extensive computer use and meetings. Intense eye usage and finger, hand, and wrist dexterity for prolonged computer use (typing, mouse use). Proficiently use of computers, telecommunication devices, and digital collaboration tools. Ability to accurately read and interpret written documents, computer screens, and other visual displays; sufficient visual acuity required. Ability to hear and understand verbal communication (conversations, instructions, phone and video calls) for effective collaboration. Demonstrate adaptability and resilience in a fast-paced, dynamic environment; maintain composure under pressure and respond effectively to change, including high-volume or unusual events. Exercise independent judgment and discretion in complex decision-making, adapting to changing priorities. Ability to self-manage tasks and deadlines in remote or hybrid settings, ensuring productivity and responsiveness without direct oversight. Ability to think critically and analyze complex situations, requiring sustained concentration. Capacity to learn and navigate complex legal technology platforms and tools, including those powered by advanced analytics or AI. Ability to synthesize complex project information into clear written documentation, including client-facing updates and reports. Maintain confidentiality and appropriately handle sensitive legal and client data. Willingness to occasionally work beyond normal hours in response to urgent or time-sensitive project demands. Working Conditions: Works remotely. Occasionally called upon to work hours in excess of your normal daily schedule. Travel may be necessary to attend meetings or support client engagements. Pay Ranges: This represents the presently-anticipated low and high end of Reed Smith's pay range for this position. Actual pay may vary based on various factors, including but not limited to location and experience. Pittsburgh, Houston, Dallas, Atlanta: $145,000 - $170,000 Chicago, Philadelphia: $150,000 - $170,000 Washington DC: $165,000 - $170,000 Employee Benefits Overview Our comprehensive benefits package includes: 401(k) Retirement Plan Medical Insurance Health Savings Account (HSA) Virtual Health Services Dental Insurance Vision Insurance Accident Insurance Hospital Indemnity Insurance Critical Illness Insurance Life Insurance Short-Term Disability Coverage Long-Term Disability Coverage Flexible Spending Accounts (FSA) Lyra Health Employee Assistance Program (EAP) Paid Family Leave (for eligible Exempt and Non-Exempt staff) College Savings Plan Transportation Benefit Back-up Child Care Services College Coach Program Pet Insurance Paid Sick Time (for Exempt staff) Paid Time Off (available to all full-time, non-temporary employees) Reed Smith offers a challenging work environment, business casual dress code and a total compensation package that includes a competitive salary, flexible benefits program, tuition assistance, and generous 401(k) plan. Reed Smith is an Equal Opportunity Employer with Core Values of Integrity, Excellence, Teamwork & Respect, Innovation, and Impact. Reed Smith also provides reasonable accommodations in accordance with law, including in the application and interview process.
12/06/2025
Full time
US Job Description Firm Information Reed Smith is a dynamic international law firm dedicated to helping clients move their businesses forward. With an inclusive culture and innovative mindset, we deliver smarter, more creative legal services that drive better outcomes for our clients. Our deep industry knowledge, long-standing relationships and collaborative structure make us the go-to partner for complex disputes, transactions and regulatory matters. Our team of 3,000 people (including more than 1,600 lawyers) across more than 30 offices in the United States, Europe, the Middle East and Asia, operate as one global partnership to drive progress for our clients, for ourselves and for our communities. Position Summary The Senior Solutions Engineer in Client Development will serve as a senior leader and trusted advisor, bridging the gap between client business needs, legal practice demands, and advanced technology solutions. This role combines the expertise of a solutions architect, sales engineer, and business transformation strategist, with a strong grounding in litigation support and corporate legal projects. The successful candidate will lead initiatives that transform how litigation and corporate legal departments leverage technology for efficiency, compliance, and strategic outcomes. They will not only design and deliver sophisticated solutions but also facilitate client workshops, lead global training programs, capture and integrate client feedback, and support business development through technical sales enablement. With 7-10 years of experience in consulting, legal technology, or adjacent industries-and a proven record in litigation support, corporate legal operations, and technology-enabled process transformation-this individual will drive high-impact outcomes for both clients and the firm. Job Duties and Responsibilities Client Engagement & Strategic Advisory Act as a senior advisor to litigation and corporate legal teams, aligning business challenges with practical, technology-enabled solutions. Lead client-facing workshops on AI, litigation management, matter lifecycle optimization, e-discovery, CLM, and legal operations strategy. Serve as a facilitator of client feedback loops, ensuring insights from litigation and corporate legal users inform product design and service delivery. Support business development efforts as a sales engineer, demonstrating solution capabilities for litigation support, regulatory risk, and transactional efficiency. Product Enablement, Demonstration & Training Design and deliver advanced, tailored demonstrations of legal technology platforms-including litigation management tools, CLM systems, e-discovery platforms, and AI-enabled applications. Lead global training initiatives for attorneys, litigation support staff, and corporate legal professionals. Partner with product vendors to refine offerings based on litigation and corporate law client requirements. Process Mapping & Business Transformation Collaborate with client legal departments and law firm practice groups to map and optimize litigation workflows, corporate contracting processes, and matter management systems. Apply expertise in process mapping methodologies to design scalable, repeatable solutions for corporate and litigation functions. Develop best practice frameworks for e-discovery readiness, contract lifecycle optimization, and corporate governance compliance. Project Leadership & Delivery Oversee complex, multi-workstream engagements across litigation and corporate legal projects. Provide leadership to cross-functional project teams, including Analysts, Architects, and Managers. Deliver executive-level communications and updates to senior client stakeholders, including GCs, CLOs, and litigation department heads. AI and Technology Drive implementation of AI and GenAI platforms tailored to litigation and corporate legal use cases. Identify opportunities for AI-assisted litigation strategy, workflow automation, and corporate transaction support. Operational Excellence & Team Leadership. Mentor junior team members and foster a culture of , collaboration, and legal domain excellence. Represent the firm as a thought leader at client events, industry conferences, and forums on legal technology in litigation and corporate practice. Job duties and responsibilities included are not exhaustive and may be supplemented as necessary. Reed Smith reserves the right to revise or modify job duties and responsibilities at any time. Requirements Education: Bachelor's degree in Business, Computer Science, Industrial Engineering, Data Analysis, or related field required. Advanced degree or certifications (e.g., PMP, Lean Six Sigma, AI/ML, e-discovery certifications, IACCM for CLM) strongly preferred. Experience: 7-10 years of professional experience in consulting, legal technology, or business transformation roles. Significant experience delivering litigation technology solutions (e-discovery, case/matter management, analytics) and corporate legal technology solutions (CLM, governance, compliance). Demonstrated expertise in sales engineering, client training, process mapping, and leadership. Track record of implementing and scaling AI, CLM, and legal operations technology platforms. Skills: Exceptional written, verbal, and presentation skills; comfortable engaging with executive and attorney audiences. Deep knowledge of litigation workflows, corporate contracting processes, and legal operations best practices. Expertise in workshop facilitation, client engagement, and global training delivery. Strong analytical, project management, and leadership capabilities. Other Supervisory Responsibilities: May lead cross-functional teams and provide mentorship to junior staff. Equipment To Be Used: Personal computer and other office equipment such as telephone, calculator, fax, machine, copier, scanner, ePersonal computer and other office equipment such as telephone, calculator, fax, machine, copier, scanner, etc, Essential Job Functions: Ability to sit and/or stand for prolonged periods due to extensive computer use and meetings. Intense eye usage and finger, hand, and wrist dexterity for prolonged computer use (typing, mouse use). Proficiently use of computers, telecommunication devices, and digital collaboration tools. Ability to accurately read and interpret written documents, computer screens, and other visual displays; sufficient visual acuity required. Ability to hear and understand verbal communication (conversations, instructions, phone and video calls) for effective collaboration. Demonstrate adaptability and resilience in a fast-paced, dynamic environment; maintain composure under pressure and respond effectively to change, including high-volume or unusual events. Exercise independent judgment and discretion in complex decision-making, adapting to changing priorities. Ability to self-manage tasks and deadlines in remote or hybrid settings, ensuring productivity and responsiveness without direct oversight. Ability to think critically and analyze complex situations, requiring sustained concentration. Capacity to learn and navigate complex legal technology platforms and tools, including those powered by advanced analytics or AI. Ability to synthesize complex project information into clear written documentation, including client-facing updates and reports. Maintain confidentiality and appropriately handle sensitive legal and client data. Willingness to occasionally work beyond normal hours in response to urgent or time-sensitive project demands. Working Conditions: Works remotely. Occasionally called upon to work hours in excess of your normal daily schedule. Travel may be necessary to attend meetings or support client engagements. Pay Ranges: This represents the presently-anticipated low and high end of Reed Smith's pay range for this position. Actual pay may vary based on various factors, including but not limited to location and experience. Pittsburgh, Houston, Dallas, Atlanta: $145,000 - $170,000 Chicago, Philadelphia: $150,000 - $170,000 Washington DC: $165,000 - $170,000 Employee Benefits Overview Our comprehensive benefits package includes: 401(k) Retirement Plan Medical Insurance Health Savings Account (HSA) Virtual Health Services Dental Insurance Vision Insurance Accident Insurance Hospital Indemnity Insurance Critical Illness Insurance Life Insurance Short-Term Disability Coverage Long-Term Disability Coverage Flexible Spending Accounts (FSA) Lyra Health Employee Assistance Program (EAP) Paid Family Leave (for eligible Exempt and Non-Exempt staff) College Savings Plan Transportation Benefit Back-up Child Care Services College Coach Program Pet Insurance Paid Sick Time (for Exempt staff) Paid Time Off (available to all full-time, non-temporary employees) Reed Smith offers a challenging work environment, business casual dress code and a total compensation package that includes a competitive salary, flexible benefits program, tuition assistance, and generous 401(k) plan. Reed Smith is an Equal Opportunity Employer with Core Values of Integrity, Excellence, Teamwork & Respect, Innovation, and Impact. Reed Smith also provides reasonable accommodations in accordance with law, including in the application and interview process.
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Larson Tax Partners LLC
Maryland Heights, Missouri
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Description: Larson Financial Group d/b/a Intrua Financial is seeking a talented professional to hire for the position of Financial Planner , in the Houston, TX area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position. In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes. Responsibilities include, but are not limited to: Preparing and conducting client meetings Gathering data from clients for preparation of financial plan Running insurance illustrations, constructing financial plans Communicating investment advice based on recommendations of team Tracking next steps in the planning process for clients Providing outstanding service to reproduce top clients Entering and manipulate information into Contact Management System and Financial Planning software Implementing client touches to create concierge experience resulting in consistent referrals Performing follow up and process new business; manage existing client relationships Managing and resolving client issues Requirements: Expectations: Ability to build rapport via phone, virtual meetings or in person with clients Professional, clear, and polite communication preference is required Ability to work with the Advisor and other support team members to accomplish a common goal Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines. Serving as the primary contact for a designated group of clients. The client must be able to rely on the FP/CSM for every financial need, whether it is finding the right answer or having it ready for them. Skills and Experience: 2+ years experience in the Financial Planning field Series 7 & 66, or 65 Licenses CFP a plus Four-year degree or equivalent work experience Knowledge of insurance/financial services industry Ability to maintain confidentiality of information Proficiency with Microsoft Office and Outlook Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis Experience with Salesforce Proficient data entry skills Flexible schedule for meetings and client event. Ability to prioritize deliverables, track deliverable progress, and follow -up on outstanding matters is required. Ability to manage time in an efficient, self-directed manner is required. Ability to be proactive and professionally assertive is required. Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required. Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required. Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required. Larson Financial Group offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans FREE for employee only) Dental, Vision, Life/Disability Insurance & Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PIef-7475
12/06/2025
Full time
Description: Larson Financial Group d/b/a Intrua Financial is seeking a talented professional to hire for the position of Financial Planner , in the Houston, TX area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position. In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes. Responsibilities include, but are not limited to: Preparing and conducting client meetings Gathering data from clients for preparation of financial plan Running insurance illustrations, constructing financial plans Communicating investment advice based on recommendations of team Tracking next steps in the planning process for clients Providing outstanding service to reproduce top clients Entering and manipulate information into Contact Management System and Financial Planning software Implementing client touches to create concierge experience resulting in consistent referrals Performing follow up and process new business; manage existing client relationships Managing and resolving client issues Requirements: Expectations: Ability to build rapport via phone, virtual meetings or in person with clients Professional, clear, and polite communication preference is required Ability to work with the Advisor and other support team members to accomplish a common goal Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines. Serving as the primary contact for a designated group of clients. The client must be able to rely on the FP/CSM for every financial need, whether it is finding the right answer or having it ready for them. Skills and Experience: 2+ years experience in the Financial Planning field Series 7 & 66, or 65 Licenses CFP a plus Four-year degree or equivalent work experience Knowledge of insurance/financial services industry Ability to maintain confidentiality of information Proficiency with Microsoft Office and Outlook Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis Experience with Salesforce Proficient data entry skills Flexible schedule for meetings and client event. Ability to prioritize deliverables, track deliverable progress, and follow -up on outstanding matters is required. Ability to manage time in an efficient, self-directed manner is required. Ability to be proactive and professionally assertive is required. Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required. Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required. Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required. Larson Financial Group offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans FREE for employee only) Dental, Vision, Life/Disability Insurance & Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PIef-7475
University of California Agriculture and Natural Resources
Modesto, California
Cooperative Extension Area Orchard Systems Advisor (Almond, Pistachio, Peaches, Apricots) Serving Stanislaus and San Joaquin Counties Position Overview The University of California, Agriculture and Natural Resources (UC ANR) invites applications for a UC Cooperative Extension Area Orchard Systems Advisor, serving Stanislaus and San Joaquin Counties. The successful candidate will implement an innovative multi-county extension education and applied research program that will focus on almonds and pistachios in Stanislaus County and peaches and apricots in Stanislaus and San Joaquin Counties. Disciplinary focus will be on orchard production systems, nutrient management, pest management, water efficiency, and soil fertility and health. UCCE Advisors are responsible for applied research and the extension of knowledge. Research activities are applied, needs-based, mission-oriented, and focused on addressing our communities' challenges. Extension activities are educational practices Advisors use to share research results directly with their clientele and communities. Increased knowledge and understanding of science-based research helps to support and promote the adoption of practices and technologies that solve problems. Extension methods may include individual consultations, presentations, organization of educational workshops and short courses, field demonstrations, farm calls, and site visits. Information may also be disseminated via radio outreach, webinars, fact sheets, policy briefs, news blogs, and social media. Publications are expected in various formats, such as newsletters, articles for the popular press, curriculums, conference proceedings, and peer-reviewed publications. Successful research and extension programs result in new information that improves knowledge or understanding and adoption of new skills, practices, changed attitudes, policies, and improved environmental, health, agricultural, economic, and/or social conditions. UCCE Advisors are evaluated through an academic advancement system based on four criteria: extending knowledge, applied research and creative activity, professional competence and activity, and University and public service. Location Headquarters: This position will be headquartered in the UCCE Office in Stanislaus County, located at 3800 Cornucopia Way Modesto, CA 95358. Position Details The Area Orchard Systems Advisor will support the ANR Public Values of Promoting economic prosperity in California through increases in agriculture efficiency and profitability; Protecting California's natural resources by improving land management, soil quality, agricultural sustainability, water quality, and water use efficiency; and Building climate-resilient communities and ecosystems by increasing resilience to extreme weather and climate change by improving water resiliency with on-farm practices such as groundwater recharge and recycling water and biomass. The advisor will develop an applied research program to address critical issues facing orchard crops. These include irrigation and fertigation efficiency, rootstock and variety evaluation, cropping efficiency, overcoming salt and soil chemistry challenges, soil health and cover cropping, invasive disease epidemics and use of plant growth regulators to help overcome issues related to climate change. Priorities may include fruit harvest mechanization to address labor shortages, canopy size and structure to facilitate harvest efficiency, and fertilization strategies to optimize fruit size, yield, and quality. There is strong support from the local industry that will allow the new advisor to address high-profile policy issues (e.g. Flood Managed Aquifer Recharge and Climate Smart Ag) such as fertilizer and irrigation management concerns that are facing additional regulation in coming years but are key to advancing profitability. There are numerous publication opportunities across these crops and disciplines, including trade journal publications, commodity board technical reports, and scientific journals. The advisor will be expected to collaborate in knowledge creation and extension with key clientele including farmers and allied industry. California pest control advisors (PCA) and certified crop advisors (CCA) seek continuing education to continue to advise farmers on best practices and develop nutrient management plans on roughly 475,000 fruit and nut acres in Stanislaus and San Joaquin Counties. The position is responsible for creating and implementing an innovative extension program using traditional and modern tools to support the development of new practices and evaluation of existing practices for increasing production efficiencies while being protective of natural resources. The advisor will provide needs-based education that is responsive to the preferences of clientele. Programs will be developed and carried out in collaboration with other ANR academics as well as related government and private industries in Stanislaus and San Joaquin Counties. The position requires interaction with farmers, landowners, commodity boards, pest control advisors, federal and state agency managers and partners, and other client groups and managers from the public and/or private sector.The advisor is expected to work collaboratively with Cooperative Extension Specialists, AES researchers and Cooperative Extension Advisors through various workgroups. UCCE Stanislaus County has the resources to maximize the productivity of this advisor for statewide as well as local benefit, including an established team of both an integrated pest management advisor and an irrigation advisor, both working exclusively in orchard systems, that will serve as the foundation of local collaboration in research and extension. The Orchard Systems Advisor will bring valuable orchard/horticulture knowledge to the local team, allowing for a holistic approach to research and extension programs aimed at tackling multi-faceted issues. Counties of Responsibility. This position will be headquartered in Stanislaus County and will serve Stanislaus and San Joaquin Counties. Reporting Relationship: The advisor serves under the administrative guidance of the University of California Cooperative Extension (UCCE) Stanislaus County Director with input from the San Joaquin County Director.It is not a remote position; the candidate must be available to work onsite at the headquarters location and travel to and be present in other counties with programmatic responsibilities. Specific expectations for maintaining office hours and fieldwork in the geographic area covered by this position will be outlined upon hire by the respective directors and supervisors. Qualifications and Skills Required Required Qualifications Education: A minimum of a master's degree related to pomology, horticulture, plant science, or a related field is required at the time of appointment. Key Qualifications The candidate should be able to develop and integrate all aspects of crop production to promote sustainability, profitability, and environmental stewardship. The CE Advisor must possess or obtain a Qualified Pesticide Applicator Certificate (QAC) or License (QAL) prior to applying or supervising the application of any pesticide. Experience in conducting applied research in agriculture, horticulture or natural resources. Experience delivering educational and outreach programming. Experience in program and/or personnel management. Ability and means to travel on a flexible schedule as needed, proof of liability, and property damage insurance on the vehicle used is required.Must possess or obtain a valid California Driver's License to drive a County or University Vehicle. We are unable to sponsor or take over sponsorship of an employmentvisaat this time. Applicants must be authorized to work for any employer in the U.S. at the time of hire. This is not a remote position. Additional Skills Required Applicants need to meet appointment criteria for the respective University of California academic titleseries and evidence for success in meeting required academic advancement criteria as per UC Academic Personnel Manuals. Applications need to document relevant research, extension, and teaching experience, and appropriate scholarly achievements. Interest in and a desire to pursue a career in UC Cooperative Extension Technical Competence and Impact: The candidate should understand key concepts to optimize engagement and development and be able to design and implement a program that leads to positive changes and impact within the community and beyond. Communication: Demonstrated excellence in written, oral, interpersonal and information technology communication skills. Collaboration, Teamwork and Flexibility: The candidate should demonstrate the ability to work collaboratively as a team member with key external stakeholders and county-based staff, as well as with other colleagues within UC ANR. Lifelong Learning: There is an expectation that advisors evolve and grow across their career and respond to changes in the industry, clientele, and organizational change. Desired Experience Ability to effectively engage with partner organizations to develop strong relationships associated with problems and issues facing the Orchard Crops Industry. Ability to communicate well with regional audiences including local elected officials, agricultural organizations, and natural resources agencies. Experience working with grower cooperators, collaborators and agency personnel. Demonstrated ability to effectively plan applied research or evaluation projects . click apply for full job details
12/06/2025
Full time
Cooperative Extension Area Orchard Systems Advisor (Almond, Pistachio, Peaches, Apricots) Serving Stanislaus and San Joaquin Counties Position Overview The University of California, Agriculture and Natural Resources (UC ANR) invites applications for a UC Cooperative Extension Area Orchard Systems Advisor, serving Stanislaus and San Joaquin Counties. The successful candidate will implement an innovative multi-county extension education and applied research program that will focus on almonds and pistachios in Stanislaus County and peaches and apricots in Stanislaus and San Joaquin Counties. Disciplinary focus will be on orchard production systems, nutrient management, pest management, water efficiency, and soil fertility and health. UCCE Advisors are responsible for applied research and the extension of knowledge. Research activities are applied, needs-based, mission-oriented, and focused on addressing our communities' challenges. Extension activities are educational practices Advisors use to share research results directly with their clientele and communities. Increased knowledge and understanding of science-based research helps to support and promote the adoption of practices and technologies that solve problems. Extension methods may include individual consultations, presentations, organization of educational workshops and short courses, field demonstrations, farm calls, and site visits. Information may also be disseminated via radio outreach, webinars, fact sheets, policy briefs, news blogs, and social media. Publications are expected in various formats, such as newsletters, articles for the popular press, curriculums, conference proceedings, and peer-reviewed publications. Successful research and extension programs result in new information that improves knowledge or understanding and adoption of new skills, practices, changed attitudes, policies, and improved environmental, health, agricultural, economic, and/or social conditions. UCCE Advisors are evaluated through an academic advancement system based on four criteria: extending knowledge, applied research and creative activity, professional competence and activity, and University and public service. Location Headquarters: This position will be headquartered in the UCCE Office in Stanislaus County, located at 3800 Cornucopia Way Modesto, CA 95358. Position Details The Area Orchard Systems Advisor will support the ANR Public Values of Promoting economic prosperity in California through increases in agriculture efficiency and profitability; Protecting California's natural resources by improving land management, soil quality, agricultural sustainability, water quality, and water use efficiency; and Building climate-resilient communities and ecosystems by increasing resilience to extreme weather and climate change by improving water resiliency with on-farm practices such as groundwater recharge and recycling water and biomass. The advisor will develop an applied research program to address critical issues facing orchard crops. These include irrigation and fertigation efficiency, rootstock and variety evaluation, cropping efficiency, overcoming salt and soil chemistry challenges, soil health and cover cropping, invasive disease epidemics and use of plant growth regulators to help overcome issues related to climate change. Priorities may include fruit harvest mechanization to address labor shortages, canopy size and structure to facilitate harvest efficiency, and fertilization strategies to optimize fruit size, yield, and quality. There is strong support from the local industry that will allow the new advisor to address high-profile policy issues (e.g. Flood Managed Aquifer Recharge and Climate Smart Ag) such as fertilizer and irrigation management concerns that are facing additional regulation in coming years but are key to advancing profitability. There are numerous publication opportunities across these crops and disciplines, including trade journal publications, commodity board technical reports, and scientific journals. The advisor will be expected to collaborate in knowledge creation and extension with key clientele including farmers and allied industry. California pest control advisors (PCA) and certified crop advisors (CCA) seek continuing education to continue to advise farmers on best practices and develop nutrient management plans on roughly 475,000 fruit and nut acres in Stanislaus and San Joaquin Counties. The position is responsible for creating and implementing an innovative extension program using traditional and modern tools to support the development of new practices and evaluation of existing practices for increasing production efficiencies while being protective of natural resources. The advisor will provide needs-based education that is responsive to the preferences of clientele. Programs will be developed and carried out in collaboration with other ANR academics as well as related government and private industries in Stanislaus and San Joaquin Counties. The position requires interaction with farmers, landowners, commodity boards, pest control advisors, federal and state agency managers and partners, and other client groups and managers from the public and/or private sector.The advisor is expected to work collaboratively with Cooperative Extension Specialists, AES researchers and Cooperative Extension Advisors through various workgroups. UCCE Stanislaus County has the resources to maximize the productivity of this advisor for statewide as well as local benefit, including an established team of both an integrated pest management advisor and an irrigation advisor, both working exclusively in orchard systems, that will serve as the foundation of local collaboration in research and extension. The Orchard Systems Advisor will bring valuable orchard/horticulture knowledge to the local team, allowing for a holistic approach to research and extension programs aimed at tackling multi-faceted issues. Counties of Responsibility. This position will be headquartered in Stanislaus County and will serve Stanislaus and San Joaquin Counties. Reporting Relationship: The advisor serves under the administrative guidance of the University of California Cooperative Extension (UCCE) Stanislaus County Director with input from the San Joaquin County Director.It is not a remote position; the candidate must be available to work onsite at the headquarters location and travel to and be present in other counties with programmatic responsibilities. Specific expectations for maintaining office hours and fieldwork in the geographic area covered by this position will be outlined upon hire by the respective directors and supervisors. Qualifications and Skills Required Required Qualifications Education: A minimum of a master's degree related to pomology, horticulture, plant science, or a related field is required at the time of appointment. Key Qualifications The candidate should be able to develop and integrate all aspects of crop production to promote sustainability, profitability, and environmental stewardship. The CE Advisor must possess or obtain a Qualified Pesticide Applicator Certificate (QAC) or License (QAL) prior to applying or supervising the application of any pesticide. Experience in conducting applied research in agriculture, horticulture or natural resources. Experience delivering educational and outreach programming. Experience in program and/or personnel management. Ability and means to travel on a flexible schedule as needed, proof of liability, and property damage insurance on the vehicle used is required.Must possess or obtain a valid California Driver's License to drive a County or University Vehicle. We are unable to sponsor or take over sponsorship of an employmentvisaat this time. Applicants must be authorized to work for any employer in the U.S. at the time of hire. This is not a remote position. Additional Skills Required Applicants need to meet appointment criteria for the respective University of California academic titleseries and evidence for success in meeting required academic advancement criteria as per UC Academic Personnel Manuals. Applications need to document relevant research, extension, and teaching experience, and appropriate scholarly achievements. Interest in and a desire to pursue a career in UC Cooperative Extension Technical Competence and Impact: The candidate should understand key concepts to optimize engagement and development and be able to design and implement a program that leads to positive changes and impact within the community and beyond. Communication: Demonstrated excellence in written, oral, interpersonal and information technology communication skills. Collaboration, Teamwork and Flexibility: The candidate should demonstrate the ability to work collaboratively as a team member with key external stakeholders and county-based staff, as well as with other colleagues within UC ANR. Lifelong Learning: There is an expectation that advisors evolve and grow across their career and respond to changes in the industry, clientele, and organizational change. Desired Experience Ability to effectively engage with partner organizations to develop strong relationships associated with problems and issues facing the Orchard Crops Industry. Ability to communicate well with regional audiences including local elected officials, agricultural organizations, and natural resources agencies. Experience working with grower cooperators, collaborators and agency personnel. Demonstrated ability to effectively plan applied research or evaluation projects . click apply for full job details
GreenState Credit Union Junior Licensed Insurance Representative US-IA-Dubuque Job ID: Type: Regular Full-Time # of Openings: 1 Category: GreenState Insurance GreenState Credit Union Overview POSITION SUMMARY: The Junior Licensed Insurance Representative works closely with the License Insurance Repersentatives, Senior License Insurance Representatives, Insurance Processors Senior Account Managers, Account Managers, Licensed Insurance Agents, and Advisors. The primary duties of this position include accurate, timely and professional service to all members and staff of GreenState in daily transactions and inquiries. Provides information and answers to questions regarding GreenState Insurance products and services. This position is responsible for policy retention, member service and sales support. Bilingual in English and Spanish preferred. This role regularly interacts with members and clients whose primary language is Spanish. GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities. Pay range for this hourly position is $20.97 - $24.52/hr with a progressive benefits package. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Develops thorough understanding and working knowledge of the agency management system, insurance company sites, underwriting guidelines and eligibility requirements. Updates policy information as needed and requests exceptions, if necessary, from underwriting. Sends binders of insurance for the Producers/LIA's. Processes third party mortgagee changes and send declaration pages to mortgagee lenders upon request. Processes change requests sent by LIA's and contacts underwriting if necessary for exceptions, collects and sends any required documents and asks for extensions. Contacts underwriting if necessary for exceptions, collects and sends any required documents to the insured. Handles client email requests - process changes as requested, gather information to obtain a quote, provide advice regarding insurance products and services, submit claims, advise about claims process, calls out as needed to discuss policies. Sends binders of insurance for the Producers/LIA's. Sends cancellations and processes cancellation requests sent by Advisors, LIA's, SAM's, and Processors. Utilizes DocuSign to assist with sending and receiving signatures for insurance applications and cancellations. Researches and resolves billing questions/discrepancies. Asks for exceptions and extensions from the companies as needed. Maintains appropriate level of continuing education credits as applicable by state and license guidelines. Upholds agency guidelines, processes, and procedures in accordance with GreenState Insurances expectations Attends community, industry, and GreenState Insurance/Credit Union events. Performs additional assigned duties, as necessary. Qualifications Bilingual in English and Spanish preferred. 0-2 years of similar or related experience; insurance experience is preferred. High school diploma or the equivalent (i.e. GED) Property and Casualty Insurance license is required for the position. Must obtain within 30 days of hire date. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Self-directed nature, ability to work independent of supervision, and ability to follow directions. Must be able to work in a high-pressured, fast paced environment with significant telephone and personal disruption. Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs. Ability to coordinate and prioritize large, detailed project requirements and schedules. Good time management skills required to manage and complete multiple assignments at the same time. Strong analytical skills with excellent verbal, written and interpersonal communication skills. Must be able to use knowledge and analytical skills to make quick judgements in various situations without much guidance. Must be bondable. Reporting Relationship This position reports to Personal Lines Service Manager. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. Compensation details: 20.97-24.52 Hourly Wage PI203f56583edd-5026
12/06/2025
Full time
GreenState Credit Union Junior Licensed Insurance Representative US-IA-Dubuque Job ID: Type: Regular Full-Time # of Openings: 1 Category: GreenState Insurance GreenState Credit Union Overview POSITION SUMMARY: The Junior Licensed Insurance Representative works closely with the License Insurance Repersentatives, Senior License Insurance Representatives, Insurance Processors Senior Account Managers, Account Managers, Licensed Insurance Agents, and Advisors. The primary duties of this position include accurate, timely and professional service to all members and staff of GreenState in daily transactions and inquiries. Provides information and answers to questions regarding GreenState Insurance products and services. This position is responsible for policy retention, member service and sales support. Bilingual in English and Spanish preferred. This role regularly interacts with members and clients whose primary language is Spanish. GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities. Pay range for this hourly position is $20.97 - $24.52/hr with a progressive benefits package. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Develops thorough understanding and working knowledge of the agency management system, insurance company sites, underwriting guidelines and eligibility requirements. Updates policy information as needed and requests exceptions, if necessary, from underwriting. Sends binders of insurance for the Producers/LIA's. Processes third party mortgagee changes and send declaration pages to mortgagee lenders upon request. Processes change requests sent by LIA's and contacts underwriting if necessary for exceptions, collects and sends any required documents and asks for extensions. Contacts underwriting if necessary for exceptions, collects and sends any required documents to the insured. Handles client email requests - process changes as requested, gather information to obtain a quote, provide advice regarding insurance products and services, submit claims, advise about claims process, calls out as needed to discuss policies. Sends binders of insurance for the Producers/LIA's. Sends cancellations and processes cancellation requests sent by Advisors, LIA's, SAM's, and Processors. Utilizes DocuSign to assist with sending and receiving signatures for insurance applications and cancellations. Researches and resolves billing questions/discrepancies. Asks for exceptions and extensions from the companies as needed. Maintains appropriate level of continuing education credits as applicable by state and license guidelines. Upholds agency guidelines, processes, and procedures in accordance with GreenState Insurances expectations Attends community, industry, and GreenState Insurance/Credit Union events. Performs additional assigned duties, as necessary. Qualifications Bilingual in English and Spanish preferred. 0-2 years of similar or related experience; insurance experience is preferred. High school diploma or the equivalent (i.e. GED) Property and Casualty Insurance license is required for the position. Must obtain within 30 days of hire date. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Self-directed nature, ability to work independent of supervision, and ability to follow directions. Must be able to work in a high-pressured, fast paced environment with significant telephone and personal disruption. Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs. Ability to coordinate and prioritize large, detailed project requirements and schedules. Good time management skills required to manage and complete multiple assignments at the same time. Strong analytical skills with excellent verbal, written and interpersonal communication skills. Must be able to use knowledge and analytical skills to make quick judgements in various situations without much guidance. Must be bondable. Reporting Relationship This position reports to Personal Lines Service Manager. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. Compensation details: 20.97-24.52 Hourly Wage PI203f56583edd-5026
Job Overview This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program . Salary for the first five years as you begin to build your practice A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page . Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
12/06/2025
Full time
Job Overview This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program . Salary for the first five years as you begin to build your practice A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page . Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelor's degree in Accounting, Finance, or a related field; Master's degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI7e94fbf2f5-
12/05/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelor's degree in Accounting, Finance, or a related field; Master's degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI7e94fbf2f5-
Description: Larson Financial Group d/b/a Intrua Financial is seeking a talented professional to hire for the position of Financial Planner , in the Houston, TX area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position. In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes. Responsibilities include, but are not limited to: Preparing and conducting client meetings Gathering data from clients for preparation of financial plan Running insurance illustrations, constructing financial plans Communicating investment advice based on recommendations of team Tracking next steps in the planning process for clients Providing outstanding service to reproduce top clients Entering and manipulate information into Contact Management System and Financial Planning software Implementing client "touches" to create concierge experience resulting in consistent referrals Performing follow up and process new business; manage existing client relationships Managing and resolving client issues Requirements: Expectations: Ability to build rapport via phone, virtual meetings or in person with clients Professional, clear, and polite communication preference is required Ability to work with the Advisor and other support team members to accomplish a common goal Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines. Serving as the primary contact for a designated group of clients. The client must be able to rely on the FP/CSM for every financial need, whether it is finding the right answer or having it ready for them. Skills and Experience: 2+ years' experience in the Financial Planning field Series 7 & 66, or 65 Licenses CFP a plus Four-year degree or equivalent work experience Knowledge of insurance/financial services industry Ability to maintain confidentiality of information Proficiency with Microsoft Office and Outlook Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis Experience with Salesforce Proficient data entry skills Flexible schedule for meetings and client event. Ability to prioritize deliverables, track deliverable progress, and follow -up on outstanding matters is required. Ability to manage time in an efficient, self-directed manner is required. Ability to be proactive and professionally assertive is required. Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required. Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required. Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required. Larson Financial Group offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans FREE for employee only) Dental, Vision, Life/Disability Insurance & Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI5236c91f6d9c-7475
12/05/2025
Full time
Description: Larson Financial Group d/b/a Intrua Financial is seeking a talented professional to hire for the position of Financial Planner , in the Houston, TX area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position. In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes. Responsibilities include, but are not limited to: Preparing and conducting client meetings Gathering data from clients for preparation of financial plan Running insurance illustrations, constructing financial plans Communicating investment advice based on recommendations of team Tracking next steps in the planning process for clients Providing outstanding service to reproduce top clients Entering and manipulate information into Contact Management System and Financial Planning software Implementing client "touches" to create concierge experience resulting in consistent referrals Performing follow up and process new business; manage existing client relationships Managing and resolving client issues Requirements: Expectations: Ability to build rapport via phone, virtual meetings or in person with clients Professional, clear, and polite communication preference is required Ability to work with the Advisor and other support team members to accomplish a common goal Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines. Serving as the primary contact for a designated group of clients. The client must be able to rely on the FP/CSM for every financial need, whether it is finding the right answer or having it ready for them. Skills and Experience: 2+ years' experience in the Financial Planning field Series 7 & 66, or 65 Licenses CFP a plus Four-year degree or equivalent work experience Knowledge of insurance/financial services industry Ability to maintain confidentiality of information Proficiency with Microsoft Office and Outlook Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis Experience with Salesforce Proficient data entry skills Flexible schedule for meetings and client event. Ability to prioritize deliverables, track deliverable progress, and follow -up on outstanding matters is required. Ability to manage time in an efficient, self-directed manner is required. Ability to be proactive and professionally assertive is required. Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required. Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required. Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required. Larson Financial Group offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans FREE for employee only) Dental, Vision, Life/Disability Insurance & Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI5236c91f6d9c-7475
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in the following location: Phoenix, AZ. Relocation assistance is not available for this position. For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 1 year of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment Successful completion of a job-related assessment may be required What sets you apart: 2+ years of direct Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $67,520.00 - $121,530.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/04/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in the following location: Phoenix, AZ. Relocation assistance is not available for this position. For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 1 year of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment Successful completion of a job-related assessment may be required What sets you apart: 2+ years of direct Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $67,520.00 - $121,530.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in the following location: Phoenix, AZ. Relocation assistance is not available for this position. For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) Compensation range: The salary range for this position is: $74,240.00 - $133,620.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/04/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in the following location: Phoenix, AZ. Relocation assistance is not available for this position. For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) Compensation range: The salary range for this position is: $74,240.00 - $133,620.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
