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Lead Generation Specialist - Inside Sales
WuXi AppTec
We are seeking a dynamic and results oriented Inside Sales/Lead Generation Specialist to join our team supporting North American sales and marketing for WuXi AppTec's STA (small molecule) and TIDES (oligonucleotide and peptide) CRDMO (Contract Research Development and Manufacturing Organization) services segment. The ideal candidate will leverage their knowledge of API development and manufacturing solutions, as well as the pharmaceutical/biotech landscape to hunt for new, and nurture marketing-generated leads. By crafting targeted and tailored communications, the Lead Generation Specialist will align our small molecule, oligonucleotide, and peptide services with the specific needs of our biotech and pharma prospects. Proficiency in marketing communication and digital marketing tools, including professional social platforms, is essential. Prospect and generate leads: Identify potential new clients through market research, and industry-focused materials; follow up on inbound inquiries from marketing campaigns with customized, solution-driven communication aligning prospects' pipeline and our solutions Pipeline Matching: Analyze client pipelines and align our CRDMO offerings to address specific challenges in drug discovery, development, and manufacturing. Digital Prowess: Utilize digital marketing tools (e.g., email marketing, CRM systems) and professional social platforms (e.g., LinkedIn, industry-specific forums) to nurture relationships and generate qualified leads. Collaborate with Marketing and Sales: Work closely with the sales and marketing teams to refine messaging, positioning, and campaigns, ensuring a consistent flow of communication with potential clients. Data-Driven Approach: Use data and analytics to measure lead generation success, refine outreach strategies, and report on KPIs to ensure optimal ROI for marketing efforts. Market Drivers: Maintain a strong understanding of current trends, technologies, and competitive activities in the biotech and pharma CRDMO sector, especially regarding small molecule, oligonucleotide, and peptide solutions. Qualifications: Educational Background: Bachelor's degree in chemistry, pharmaceutical sciences, or a related scientific field. Industry Experience: At least 3-5 years of experience within the pharmaceutical/biotech/CDMO industry, with a focus on synthetic molecules. Communication: Excellent written and verbal communication skills, with the ability to convey technical information clearly to both scientific and non-scientific audiences. Tech-Savvy: Proficiency in CRM tools, marketing automation platforms, and lead tracking software to manage and optimize outreach efforts. Preferred Qualifications: Advanced degree (MS or Ph.D.) in chemistry, pharmaceutical sciences, or a related scientific field. Experience working with contract research or manufacturing organizations (CROs/CDMOs). Experience in lead generation, marketing or sales. Familiarity with current trends in drug development, especially in the small molecule, oligonucleotide, and peptide-based therapeutics space. Knowledge of the biotech and pharma landscape, including key players, trends, and drug development pipelines. 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, or protected veteran status, and will not be discriminated against on the basis of disability. This job description does not state or imply that the above are the only duties and responsibilities assigned to this position. Employees holding this position will be required to perform any other job-related duties as requested by Management.
12/15/2025
Full time
We are seeking a dynamic and results oriented Inside Sales/Lead Generation Specialist to join our team supporting North American sales and marketing for WuXi AppTec's STA (small molecule) and TIDES (oligonucleotide and peptide) CRDMO (Contract Research Development and Manufacturing Organization) services segment. The ideal candidate will leverage their knowledge of API development and manufacturing solutions, as well as the pharmaceutical/biotech landscape to hunt for new, and nurture marketing-generated leads. By crafting targeted and tailored communications, the Lead Generation Specialist will align our small molecule, oligonucleotide, and peptide services with the specific needs of our biotech and pharma prospects. Proficiency in marketing communication and digital marketing tools, including professional social platforms, is essential. Prospect and generate leads: Identify potential new clients through market research, and industry-focused materials; follow up on inbound inquiries from marketing campaigns with customized, solution-driven communication aligning prospects' pipeline and our solutions Pipeline Matching: Analyze client pipelines and align our CRDMO offerings to address specific challenges in drug discovery, development, and manufacturing. Digital Prowess: Utilize digital marketing tools (e.g., email marketing, CRM systems) and professional social platforms (e.g., LinkedIn, industry-specific forums) to nurture relationships and generate qualified leads. Collaborate with Marketing and Sales: Work closely with the sales and marketing teams to refine messaging, positioning, and campaigns, ensuring a consistent flow of communication with potential clients. Data-Driven Approach: Use data and analytics to measure lead generation success, refine outreach strategies, and report on KPIs to ensure optimal ROI for marketing efforts. Market Drivers: Maintain a strong understanding of current trends, technologies, and competitive activities in the biotech and pharma CRDMO sector, especially regarding small molecule, oligonucleotide, and peptide solutions. Qualifications: Educational Background: Bachelor's degree in chemistry, pharmaceutical sciences, or a related scientific field. Industry Experience: At least 3-5 years of experience within the pharmaceutical/biotech/CDMO industry, with a focus on synthetic molecules. Communication: Excellent written and verbal communication skills, with the ability to convey technical information clearly to both scientific and non-scientific audiences. Tech-Savvy: Proficiency in CRM tools, marketing automation platforms, and lead tracking software to manage and optimize outreach efforts. Preferred Qualifications: Advanced degree (MS or Ph.D.) in chemistry, pharmaceutical sciences, or a related scientific field. Experience working with contract research or manufacturing organizations (CROs/CDMOs). Experience in lead generation, marketing or sales. Familiarity with current trends in drug development, especially in the small molecule, oligonucleotide, and peptide-based therapeutics space. Knowledge of the biotech and pharma landscape, including key players, trends, and drug development pipelines. 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, or protected veteran status, and will not be discriminated against on the basis of disability. This job description does not state or imply that the above are the only duties and responsibilities assigned to this position. Employees holding this position will be required to perform any other job-related duties as requested by Management.
Cognizant
Sustaining Manufacturing & Logistics Specialist
Cognizant Palo Alto, California
Cognizant is a leading provider IT and BPO services, providing critical initiatives to a variety of global clients. The Hardware Operations team is a part of a high profile client project that provides interactive panoramas from positions along many streets in the world. Hardware Operations is responsible for building, testing, deploying, and maintaining imagery hardware and sensors used on different platforms. This dual-role position is responsible for both the operational logistics and the sustaining manufacturing engineering support for imagery collection equipment. It involves managing the product lifecycle through inventory coordination, equipment movement, and stock control, while also supporting the manufacturing process to ensure quality, yield, and timely implementation of engineering changes. Please note that this role is based in Palo Alto, CA . Only local candidates will be considered. Role Responsibilities Manufacturing Sustaining & Engineering Support BOM & ECR Management: Understand and define the requirements of basic Bills of Materials (BOM) for assemblies and subassemblies. Submit Engineering Change Requests (ECR) and New Part Requests (NPR). Production Transactions: Generate Assembly Complete (AC) and 'Dekit' orders for assemblies and sub-assemblies at the Contract Manufacturer (CM). Quality Support: Assist in monitoring manufacturing process yields and test fallout rates. Support engineers in basic Root Cause Analysis (RCA) for recurring production issues. Documentation: Collect and organize Return Material Authorization (RMA) data related to manufacturing failures. Maintain the inventory overview of failed/repaired units. Inventory and Logistics Coordination Standard Moves: Manage all inbound and outbound CM shipments, ensuring operational readiness and setup support. Process ticket requests and manage service ticket creation and monitoring in collaboration with the Logistics workflow team. Equipment Movement: Support in fulfilling imagery collection equipment movement requests (domestic and international) through the product lifecycle, keeping in mind country-specific regulations. Inventory Audits & Control: Assist with annual physical inventory counts in collaboration with the CM. Review inventory data, identify discrepancies, and perform necessary audits or reconciliations. Support stock management, scheduled stock count, and forecasting activities Desired Skills & Experience A bachelor's degree is preferred, but a High School diploma will be accepted with enough relevant experience. 2-5 years of combined experience in logistics/inventory and manufacturing/sustaining engineering roles. 2 years of experience with Hardware Operations Proficient in ERP and MES (Manufacturing Execution Systems). Supply Chain & Logistics: Experienced in logistics, vendor management, and warehouse operations. Familiarity with stock management, forecasting principles, and spreadsheet applications. Knowledgeable in manufacturing processes, quality control methodologies, and problem-solving techniques (e.g., Root Cause Analysis - RCA, Failure Mode and Effects Analysis - FMEA). Excellent interpersonal and communication skills, with the ability to operate and communicate effectively Hourly Rate and Other Compensation: The annual salary for this position is between $80,000 - $99,000 depending on experience and other qualifications of the successful candidate. This position is also eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans. Benefits: Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: Medical/Dental/Vision/Life Insurance Paid holidays plus Paid Time Off 401(k) plan and contributions Long-term/Short-term Disability Paid Parental Leave Employee Stock Purchase Plan Disclaimer: The hourly rate, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law. LA County (only): Qualified applicants with arrest and/or conviction records will be considered for employment. Cognizant will only consider applicants for this position who are legally authorized to work in the United States without requiring company sponsorship now or at any time in the future.
12/15/2025
Full time
Cognizant is a leading provider IT and BPO services, providing critical initiatives to a variety of global clients. The Hardware Operations team is a part of a high profile client project that provides interactive panoramas from positions along many streets in the world. Hardware Operations is responsible for building, testing, deploying, and maintaining imagery hardware and sensors used on different platforms. This dual-role position is responsible for both the operational logistics and the sustaining manufacturing engineering support for imagery collection equipment. It involves managing the product lifecycle through inventory coordination, equipment movement, and stock control, while also supporting the manufacturing process to ensure quality, yield, and timely implementation of engineering changes. Please note that this role is based in Palo Alto, CA . Only local candidates will be considered. Role Responsibilities Manufacturing Sustaining & Engineering Support BOM & ECR Management: Understand and define the requirements of basic Bills of Materials (BOM) for assemblies and subassemblies. Submit Engineering Change Requests (ECR) and New Part Requests (NPR). Production Transactions: Generate Assembly Complete (AC) and 'Dekit' orders for assemblies and sub-assemblies at the Contract Manufacturer (CM). Quality Support: Assist in monitoring manufacturing process yields and test fallout rates. Support engineers in basic Root Cause Analysis (RCA) for recurring production issues. Documentation: Collect and organize Return Material Authorization (RMA) data related to manufacturing failures. Maintain the inventory overview of failed/repaired units. Inventory and Logistics Coordination Standard Moves: Manage all inbound and outbound CM shipments, ensuring operational readiness and setup support. Process ticket requests and manage service ticket creation and monitoring in collaboration with the Logistics workflow team. Equipment Movement: Support in fulfilling imagery collection equipment movement requests (domestic and international) through the product lifecycle, keeping in mind country-specific regulations. Inventory Audits & Control: Assist with annual physical inventory counts in collaboration with the CM. Review inventory data, identify discrepancies, and perform necessary audits or reconciliations. Support stock management, scheduled stock count, and forecasting activities Desired Skills & Experience A bachelor's degree is preferred, but a High School diploma will be accepted with enough relevant experience. 2-5 years of combined experience in logistics/inventory and manufacturing/sustaining engineering roles. 2 years of experience with Hardware Operations Proficient in ERP and MES (Manufacturing Execution Systems). Supply Chain & Logistics: Experienced in logistics, vendor management, and warehouse operations. Familiarity with stock management, forecasting principles, and spreadsheet applications. Knowledgeable in manufacturing processes, quality control methodologies, and problem-solving techniques (e.g., Root Cause Analysis - RCA, Failure Mode and Effects Analysis - FMEA). Excellent interpersonal and communication skills, with the ability to operate and communicate effectively Hourly Rate and Other Compensation: The annual salary for this position is between $80,000 - $99,000 depending on experience and other qualifications of the successful candidate. This position is also eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans. Benefits: Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: Medical/Dental/Vision/Life Insurance Paid holidays plus Paid Time Off 401(k) plan and contributions Long-term/Short-term Disability Paid Parental Leave Employee Stock Purchase Plan Disclaimer: The hourly rate, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law. LA County (only): Qualified applicants with arrest and/or conviction records will be considered for employment. Cognizant will only consider applicants for this position who are legally authorized to work in the United States without requiring company sponsorship now or at any time in the future.
Resident Field Engineer
Hilti Denver, Colorado
Engineering with Purpose. Solutions That Stand Strong. This role is resident to the office and/or jobsite of a defined customer account, based on the needs of the customer. The Resident Engineer represents Hilti within the customer's environment, applying Hilti's technical expertise to strengthen customer solutions while identifying opportunities to extend these approaches across multiple accounts. What You'll do Talent can be based in Denver, Colorado; Portland, Oregon; or Seattle, Washington. Act on behalf of Hilti within the customer's environment, applying Hilti expertise to improve solution choices while learning ways to replicate this approach across additional accounts with a typical Field Engineer and Engineered Solutions Specialist arrangement. Support the technical needs and inquiries of the account capture team, including business developers, regional managers, and account managers. Build and maintain a contact matrix within the customer's engineering design units to identify upcoming projects in the pre-design phase. Develop engineered solutions for overhead grid systems, multi-trade racking, raised floors, pipe and cable tray supports, seismic bracing solutions, and electrical and instrumentation stands. Conduct practical checks and value engineering on engineered solutions to ensure suitability for the project environment, application, and market competitiveness. Support the delivery of engineering designs through Hilti's Building Information Modeling (BIM) services, attend project coordination meetings, and assist the Building Information Modeling Engineering Project Manager with client technical questions. Promote the use of Hilti software within the engineering departments of assigned customer accounts. Collaborate directly with the Project Management Office (PMO) to gather necessary information, relay questions, and manage change requests between the PMO and the customer. Support coordination with third-party engineering and design partners. Generate complete engineering resource support requests and participate in project meetings to monitor progress and timelines of project delivery. Track successes and failures, regularly providing assessments on return on investment and bid proposal conversion rates. Leverage support from Hilti's Technical Back-Office, Field Engineers, Regional Managers, Engineered Solutions Specialists, Project Managers, and Account Managers as needed throughout project delivery. Oversee and review bills of materials while supporting the sales team and Project Management Office in order fulfillment. Provide field training to customers during installation as needed. Provide feedback to product and technical departments regarding customer needs for products, software, or programs. Increase customer productivity by guiding and coordinating engineering designs, supporting jobsite visits with account managers, and assisting Project Managers and Strategic Business teams. Actively utilize Hilti's Customer Relationship Management platform to share progress and maximize Hilti's scope of work on assigned projects, ensuring specified applications are captured through to sales conversion. Coordinate effectively across multiple departments and leaders within Hilti. Understand local codes, regulations, and technical criteria, and communicate related issues and opportunities with Sales Management. Ensure the delivery of engineered solutions and calculation services through the identification of target applications, creation of designed solutions, and provision of bid packages to the customer. Review project specifications and calculations, providing feedback to designers on accuracy, suitability, cost optimization, and compliance with applicable codes. Provide sound engineering recommendations to engineers, architects, and in-house designers on specific applications, while educating specifiers on technical advantages of Hilti solutions not covered by test data. Communicate with customers in writing, ensuring technical accuracy, clarity, and a focus on practical problem-solving while minimizing Hilti's risk exposure. Deliver professional seminars and presentations for architectural and engineering firms to educate them on Hilti products, performance characteristics, applications, and limitations. Maintain direct communication with account managers, strategic business personnel, sales managers, contractors, designers, specifiers, and code and approval officials via face-to-face meetings, telephone, and electronic communication. Perform other duties as needed or assigned. What You'll Bring B.S. in Civil/Mechanical/Structural Engineering or 5+ years Hilti experience designing installation systems in the United States or Canada, required Hilti Field Based Designed Service Certification (expert level), required Budgetary Quote Certification, required Professional engineering license (civil or structural), preferred Experience in a structural engineering design office or equivalent, preferred Experience in Installation system engineering and design or steel design, preferred Familiarity with US and/or Canadian steel design codes (AISC, AISI. Etc.), preferred Proven success with selling value added and/or engineered solutions to contractors/end users Familiarity with project plans, specifications and commercial terms, required Good communication as well as project management skills, required What's In It for You In addition to a competitive base salary and exciting bonus potential, we offer a robust benefits package including a generous paid time off policy that includes vacation, personal days, health & wellness, and 2 days per year to give back in your local community, paid family leave, educational reimbursement, 401(k) matching, medical/dental/vision coverage, and a variety of other benefits to fit the needs of our employees. The salary range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skills sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate is for this particular job posting. Please be advised that a different location may result in a different range. At Hilti, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $90,000-$106,000 with bonus at target of $16,200. Why Hilti Hilti is a global leader in construction innovation, with more than 34,000 team members across 120 countries. Guided by our purpose, Making Construction Better, we're driven to keep learning, growing, and finding new ways to make a lasting impact. Here, you'll be empowered to use your strengths, work with a global and inclusive team, and take on meaningful challenges. At Hilti, you'll have the chance to make your ideas, achievements, and growth real through purpose, passion, and teamwork. Commitment to Inclusion At Hilti, inclusion is a key focus in how we work, lead, and grow together. We are committed to embracing diversity of thought and creating an environment that is inclusive of everyone, everywhere. We continuously strive to ensure every voice is valued and every team member feels empowered to contribute. By building on this foundation, we strengthen our teams, our innovation, and our impact, making construction better together. Hilti, Inc is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability.
12/15/2025
Full time
Engineering with Purpose. Solutions That Stand Strong. This role is resident to the office and/or jobsite of a defined customer account, based on the needs of the customer. The Resident Engineer represents Hilti within the customer's environment, applying Hilti's technical expertise to strengthen customer solutions while identifying opportunities to extend these approaches across multiple accounts. What You'll do Talent can be based in Denver, Colorado; Portland, Oregon; or Seattle, Washington. Act on behalf of Hilti within the customer's environment, applying Hilti expertise to improve solution choices while learning ways to replicate this approach across additional accounts with a typical Field Engineer and Engineered Solutions Specialist arrangement. Support the technical needs and inquiries of the account capture team, including business developers, regional managers, and account managers. Build and maintain a contact matrix within the customer's engineering design units to identify upcoming projects in the pre-design phase. Develop engineered solutions for overhead grid systems, multi-trade racking, raised floors, pipe and cable tray supports, seismic bracing solutions, and electrical and instrumentation stands. Conduct practical checks and value engineering on engineered solutions to ensure suitability for the project environment, application, and market competitiveness. Support the delivery of engineering designs through Hilti's Building Information Modeling (BIM) services, attend project coordination meetings, and assist the Building Information Modeling Engineering Project Manager with client technical questions. Promote the use of Hilti software within the engineering departments of assigned customer accounts. Collaborate directly with the Project Management Office (PMO) to gather necessary information, relay questions, and manage change requests between the PMO and the customer. Support coordination with third-party engineering and design partners. Generate complete engineering resource support requests and participate in project meetings to monitor progress and timelines of project delivery. Track successes and failures, regularly providing assessments on return on investment and bid proposal conversion rates. Leverage support from Hilti's Technical Back-Office, Field Engineers, Regional Managers, Engineered Solutions Specialists, Project Managers, and Account Managers as needed throughout project delivery. Oversee and review bills of materials while supporting the sales team and Project Management Office in order fulfillment. Provide field training to customers during installation as needed. Provide feedback to product and technical departments regarding customer needs for products, software, or programs. Increase customer productivity by guiding and coordinating engineering designs, supporting jobsite visits with account managers, and assisting Project Managers and Strategic Business teams. Actively utilize Hilti's Customer Relationship Management platform to share progress and maximize Hilti's scope of work on assigned projects, ensuring specified applications are captured through to sales conversion. Coordinate effectively across multiple departments and leaders within Hilti. Understand local codes, regulations, and technical criteria, and communicate related issues and opportunities with Sales Management. Ensure the delivery of engineered solutions and calculation services through the identification of target applications, creation of designed solutions, and provision of bid packages to the customer. Review project specifications and calculations, providing feedback to designers on accuracy, suitability, cost optimization, and compliance with applicable codes. Provide sound engineering recommendations to engineers, architects, and in-house designers on specific applications, while educating specifiers on technical advantages of Hilti solutions not covered by test data. Communicate with customers in writing, ensuring technical accuracy, clarity, and a focus on practical problem-solving while minimizing Hilti's risk exposure. Deliver professional seminars and presentations for architectural and engineering firms to educate them on Hilti products, performance characteristics, applications, and limitations. Maintain direct communication with account managers, strategic business personnel, sales managers, contractors, designers, specifiers, and code and approval officials via face-to-face meetings, telephone, and electronic communication. Perform other duties as needed or assigned. What You'll Bring B.S. in Civil/Mechanical/Structural Engineering or 5+ years Hilti experience designing installation systems in the United States or Canada, required Hilti Field Based Designed Service Certification (expert level), required Budgetary Quote Certification, required Professional engineering license (civil or structural), preferred Experience in a structural engineering design office or equivalent, preferred Experience in Installation system engineering and design or steel design, preferred Familiarity with US and/or Canadian steel design codes (AISC, AISI. Etc.), preferred Proven success with selling value added and/or engineered solutions to contractors/end users Familiarity with project plans, specifications and commercial terms, required Good communication as well as project management skills, required What's In It for You In addition to a competitive base salary and exciting bonus potential, we offer a robust benefits package including a generous paid time off policy that includes vacation, personal days, health & wellness, and 2 days per year to give back in your local community, paid family leave, educational reimbursement, 401(k) matching, medical/dental/vision coverage, and a variety of other benefits to fit the needs of our employees. The salary range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skills sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate is for this particular job posting. Please be advised that a different location may result in a different range. At Hilti, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $90,000-$106,000 with bonus at target of $16,200. Why Hilti Hilti is a global leader in construction innovation, with more than 34,000 team members across 120 countries. Guided by our purpose, Making Construction Better, we're driven to keep learning, growing, and finding new ways to make a lasting impact. Here, you'll be empowered to use your strengths, work with a global and inclusive team, and take on meaningful challenges. At Hilti, you'll have the chance to make your ideas, achievements, and growth real through purpose, passion, and teamwork. Commitment to Inclusion At Hilti, inclusion is a key focus in how we work, lead, and grow together. We are committed to embracing diversity of thought and creating an environment that is inclusive of everyone, everywhere. We continuously strive to ensure every voice is valued and every team member feels empowered to contribute. By building on this foundation, we strengthen our teams, our innovation, and our impact, making construction better together. Hilti, Inc is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability.
Project Officer II / III
The LiRo Group Long Island City, New York
Project Officer II / III US-NY-Long Island City Job ID: Type: Regular Full-Time # of Openings: 2 Category: Construction Management The LiRo Group Overview We have an immediate need for a Project Officer II & III for our NYC locations. Come join our team! We are looking to build services and capabilities through the growth of our key asset- our staff. Ranked among the nation's top A/E firms by Engineering News-Record, LiRo-Hill provides construction management, engineering, environmental, architectural, and program management solutions. You can become part of an organization that has a strong track record and is looking to strengthen relationships and capabilities to continue being a trusted resource for our clients in the public and private sector. We are proud to be known as an "Integrated Construction, Design and Technology Solutions" firm and we have delivered on that label time and again. Recently, Global Infrastructure Solutions Inc. (GISI), the parent company of The LiRo Group and Hill International, Inc. consolidated a portion of the highly experienced staff of both LiRo and Hill in the Northeast to create a larger, more efficient, and cost-effective team to serve clients. LiRo-Hill is a 1100-person firm with offices in NYC, Long Island, Buffalo, Rochester, Boston and Metro Park, NJ. Responsibilities Provide the administration and coordination of activities for the design and construction of the more complex and/or highly visible construction and modernization projects under the guidance of a senior level Project Officer Ensure the quality and high standards of performance and compliance in both design and construction by all consultants, vendors, etc. Make decisions and act in a timely manner to expedite the timely completion of the construction process. Correct mistakes and errors in design and construction before they can be extensively incorporated into the project or as early in the construction process as possible. Work with architect/engineer of record regarding change orders, interpretation of contract documents, shop drawing submittals/approvals and other technical matters as required to ensure a structurally sound, code compliant and aesthetic facility. Participate in the development and issuance of project procedures and policies; review and make recommendations on company wide policies and procedures. Provide ongoing interface with contractors, construction managers, local school personnel and Senior Project Officers on project issues; routinely interact with senior managers on such matters Make decisions on phasing and scheduling of projects. Prepare and/or ensure preparation of schedules for planning, design and construction. Monitor schedules and take appropriate actions to ensure that project is completed on schedule and within approved cost limitations. Qualifications Must have: Bachelor's degree in construction management, Engineering or Architecture 5 years of full time, progressively responsible work as a technical specialist in one or more construction and design related fields; 2 years must involve managing all phases of construction work on a scale an scope similar to education building projects A valid NYS Drivers License A satisfactory combination of education and experience Ability to multi-task on several projects at once We are committed to your success, and we invest in your growth and development to unlock your full potential. Competitive Total Compensation Package Employee- Only Stock Purchase Plan Mentoring programs Continuing Education Program Employee referral bonus Volunteer/Industry association opportunities Our Culture: We believe in the power of collaboration. We work hard to build a corporate culture that empowers all our employees to freely share their ideas, know their presence, and contributions are truly valued, fostering a climate where our employees are enabled to maximize their full potential. -We offer a comprehensive benefits package and a positive work environment -Compensation: Minimum: $100,000 Maximum: $139,000. The range provided is the salary that the Firm in good faith believes at the time of this posting is willing to pay for the advertised position. Exact compensation will be determined on the individual candidates' qualifications and location. - The selected candidate must be authorized to work in the United States; Visa sponsorship is not available for this role. LiRo-Hill is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, creed, religion, national origin, ancestry, marital status, sex, affectional or sexual orientation, gender identity or expression, or protected veteran status; and will not be discriminated against on the basis of disability. - Please visit our website for all of our career opportunities at PIa15c2a2454c4-9883
12/15/2025
Full time
Project Officer II / III US-NY-Long Island City Job ID: Type: Regular Full-Time # of Openings: 2 Category: Construction Management The LiRo Group Overview We have an immediate need for a Project Officer II & III for our NYC locations. Come join our team! We are looking to build services and capabilities through the growth of our key asset- our staff. Ranked among the nation's top A/E firms by Engineering News-Record, LiRo-Hill provides construction management, engineering, environmental, architectural, and program management solutions. You can become part of an organization that has a strong track record and is looking to strengthen relationships and capabilities to continue being a trusted resource for our clients in the public and private sector. We are proud to be known as an "Integrated Construction, Design and Technology Solutions" firm and we have delivered on that label time and again. Recently, Global Infrastructure Solutions Inc. (GISI), the parent company of The LiRo Group and Hill International, Inc. consolidated a portion of the highly experienced staff of both LiRo and Hill in the Northeast to create a larger, more efficient, and cost-effective team to serve clients. LiRo-Hill is a 1100-person firm with offices in NYC, Long Island, Buffalo, Rochester, Boston and Metro Park, NJ. Responsibilities Provide the administration and coordination of activities for the design and construction of the more complex and/or highly visible construction and modernization projects under the guidance of a senior level Project Officer Ensure the quality and high standards of performance and compliance in both design and construction by all consultants, vendors, etc. Make decisions and act in a timely manner to expedite the timely completion of the construction process. Correct mistakes and errors in design and construction before they can be extensively incorporated into the project or as early in the construction process as possible. Work with architect/engineer of record regarding change orders, interpretation of contract documents, shop drawing submittals/approvals and other technical matters as required to ensure a structurally sound, code compliant and aesthetic facility. Participate in the development and issuance of project procedures and policies; review and make recommendations on company wide policies and procedures. Provide ongoing interface with contractors, construction managers, local school personnel and Senior Project Officers on project issues; routinely interact with senior managers on such matters Make decisions on phasing and scheduling of projects. Prepare and/or ensure preparation of schedules for planning, design and construction. Monitor schedules and take appropriate actions to ensure that project is completed on schedule and within approved cost limitations. Qualifications Must have: Bachelor's degree in construction management, Engineering or Architecture 5 years of full time, progressively responsible work as a technical specialist in one or more construction and design related fields; 2 years must involve managing all phases of construction work on a scale an scope similar to education building projects A valid NYS Drivers License A satisfactory combination of education and experience Ability to multi-task on several projects at once We are committed to your success, and we invest in your growth and development to unlock your full potential. Competitive Total Compensation Package Employee- Only Stock Purchase Plan Mentoring programs Continuing Education Program Employee referral bonus Volunteer/Industry association opportunities Our Culture: We believe in the power of collaboration. We work hard to build a corporate culture that empowers all our employees to freely share their ideas, know their presence, and contributions are truly valued, fostering a climate where our employees are enabled to maximize their full potential. -We offer a comprehensive benefits package and a positive work environment -Compensation: Minimum: $100,000 Maximum: $139,000. The range provided is the salary that the Firm in good faith believes at the time of this posting is willing to pay for the advertised position. Exact compensation will be determined on the individual candidates' qualifications and location. - The selected candidate must be authorized to work in the United States; Visa sponsorship is not available for this role. LiRo-Hill is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, creed, religion, national origin, ancestry, marital status, sex, affectional or sexual orientation, gender identity or expression, or protected veteran status; and will not be discriminated against on the basis of disability. - Please visit our website for all of our career opportunities at PIa15c2a2454c4-9883
Tax Specialist - High Net Worth Clients
Empower Orlando, Florida
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. Tired of the CPA tax season grind? Look no further! Empower's Personal Wealth business is growing and we are hiring a new Tax Planning Specialist who can help our Empower Personal Wealth clients navigate their tax planning considerations. The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner. What you will do Help clients better understand their current tax situation and the planning opportunities that can create efficiencies. Empower clients to make informed decisions with their tax planning considerations. Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections) Stay up to date on tax law changes and communicate the effects to advisors and clients. What you will bring Active CPA license required 4+ years of high net worth (HNW) experience Experience with tax planning technologies Proficiency in MS Excel and Word and BNA Income Tax Planner Advanced research skills to assist in providing possible solution for complex client issues What will set you apart Master's Degree in taxation tax a plus A strong desire to engage and effectively communicate with clients daily A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $98,900.00 - $139,700.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 12-27-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide
12/15/2025
Full time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. Tired of the CPA tax season grind? Look no further! Empower's Personal Wealth business is growing and we are hiring a new Tax Planning Specialist who can help our Empower Personal Wealth clients navigate their tax planning considerations. The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner. What you will do Help clients better understand their current tax situation and the planning opportunities that can create efficiencies. Empower clients to make informed decisions with their tax planning considerations. Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections) Stay up to date on tax law changes and communicate the effects to advisors and clients. What you will bring Active CPA license required 4+ years of high net worth (HNW) experience Experience with tax planning technologies Proficiency in MS Excel and Word and BNA Income Tax Planner Advanced research skills to assist in providing possible solution for complex client issues What will set you apart Master's Degree in taxation tax a plus A strong desire to engage and effectively communicate with clients daily A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $98,900.00 - $139,700.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 12-27-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide
Document Control Specialist / Project Officer Associate
The LiRo Group Long Island City, New York
Document Control Specialist / Project Officer Associate US-NY-Long Island City Job ID: Type: Regular Full-Time # of Openings: 1 Category: Construction Management The LiRo Group Overview We have an immediate need for a Project Office Associate for our Long Island City location. Come join our team! We are looking to build services and capabilities through the growth of our key asset- our staff. Ranked among the nation's top A/E firms by Engineering News-Record, LiRo-Hill provides construction management, engineering, environmental, architectural, and program management solutions. You can become part of an organization that has a strong track record and is looking to strengthen relationships and capabilities to continue being a trusted resource for our clients in the public and private sector. We are proud to be known as an "Integrated Construction, Design and Technology Solutions" firm and we have delivered on that label time and again. Recently, Global Infrastructure Solutions Inc. (GISI), the parent company of The LiRo Group and Hill International, Inc. consolidated a portion of the highly experienced staff of both LiRo and Hill in the Northeast to create a larger, more efficient, and cost-effective team to serve clients. LiRo-Hill is a 1100-person firm with offices in NYC, Long Island, Buffalo, Rochester, Boston and Metro Park, NJ. Responsibilities Responsible for performing technical and administrative tasks related to the review of New York City permits Review documents submitted for City required building and other permits for completeness and accuracy Provide support to permit applications in completing the filing procedure with various city agencies Deliver documents to various city agencies for data entry, review and/or approval Work closely with Plan Examiners in reviewing documents for city building codes and for guaranteeing compliance Research existing building status from city records at various agencies Qualifications Must have: Bachelor's Degree in Construction Management, Engineering or Architecture 3+ years of full time expereince performing construction document review, zoning compliance, filing and facilitating permit approval and researching property status Experience in schools/education/building facilities a big+ Must be detail oriented and have the ability to work in a fast-paced environment MS Office experience required NYS Driver's License We are committed to your success, and we invest in your growth and development to unlock your full potential. Competitive Total Compensation Package Employee- Only Stock Purchase Plan Mentoring programs Continuing Education Program Employee referral bonus Volunteer/Industry association opportunities Our Culture: We believe in the power of collaboration. We work hard to build a corporate culture that empowers all our employees to freely share their ideas, know their presence, and contributions are truly valued, fostering a climate where our employees are enabled to maximize their full potential. -We offer a comprehensive benefits package and a positive work environment -Compensation: Minimum: $60,000 Maximum: $80,000. The range provided is the salary that the Firm in good faith believes at the time of this posting is willing to pay for the advertised position. Exact compensation will be determined on the individual candidates' qualifications and location. - The selected candidate must be authorized to work in the United States; Visa sponsorship is not available for this role. LiRo-Hill is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, creed, religion, national origin, ancestry, marital status, sex, affectional or sexual orientation, gender identity or expression, or protected veteran status; and will not be discriminated against on the basis of disability. Please visit our website for all of our career opportunities at PI5c87e6c5f02f-9881
12/15/2025
Full time
Document Control Specialist / Project Officer Associate US-NY-Long Island City Job ID: Type: Regular Full-Time # of Openings: 1 Category: Construction Management The LiRo Group Overview We have an immediate need for a Project Office Associate for our Long Island City location. Come join our team! We are looking to build services and capabilities through the growth of our key asset- our staff. Ranked among the nation's top A/E firms by Engineering News-Record, LiRo-Hill provides construction management, engineering, environmental, architectural, and program management solutions. You can become part of an organization that has a strong track record and is looking to strengthen relationships and capabilities to continue being a trusted resource for our clients in the public and private sector. We are proud to be known as an "Integrated Construction, Design and Technology Solutions" firm and we have delivered on that label time and again. Recently, Global Infrastructure Solutions Inc. (GISI), the parent company of The LiRo Group and Hill International, Inc. consolidated a portion of the highly experienced staff of both LiRo and Hill in the Northeast to create a larger, more efficient, and cost-effective team to serve clients. LiRo-Hill is a 1100-person firm with offices in NYC, Long Island, Buffalo, Rochester, Boston and Metro Park, NJ. Responsibilities Responsible for performing technical and administrative tasks related to the review of New York City permits Review documents submitted for City required building and other permits for completeness and accuracy Provide support to permit applications in completing the filing procedure with various city agencies Deliver documents to various city agencies for data entry, review and/or approval Work closely with Plan Examiners in reviewing documents for city building codes and for guaranteeing compliance Research existing building status from city records at various agencies Qualifications Must have: Bachelor's Degree in Construction Management, Engineering or Architecture 3+ years of full time expereince performing construction document review, zoning compliance, filing and facilitating permit approval and researching property status Experience in schools/education/building facilities a big+ Must be detail oriented and have the ability to work in a fast-paced environment MS Office experience required NYS Driver's License We are committed to your success, and we invest in your growth and development to unlock your full potential. Competitive Total Compensation Package Employee- Only Stock Purchase Plan Mentoring programs Continuing Education Program Employee referral bonus Volunteer/Industry association opportunities Our Culture: We believe in the power of collaboration. We work hard to build a corporate culture that empowers all our employees to freely share their ideas, know their presence, and contributions are truly valued, fostering a climate where our employees are enabled to maximize their full potential. -We offer a comprehensive benefits package and a positive work environment -Compensation: Minimum: $60,000 Maximum: $80,000. The range provided is the salary that the Firm in good faith believes at the time of this posting is willing to pay for the advertised position. Exact compensation will be determined on the individual candidates' qualifications and location. - The selected candidate must be authorized to work in the United States; Visa sponsorship is not available for this role. LiRo-Hill is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, creed, religion, national origin, ancestry, marital status, sex, affectional or sexual orientation, gender identity or expression, or protected veteran status; and will not be discriminated against on the basis of disability. Please visit our website for all of our career opportunities at PI5c87e6c5f02f-9881
Tax Specialist - High Net Worth Clients
Empower Chandler, Arizona
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. Tired of the CPA tax season grind? Look no further! Empower's Personal Wealth business is growing and we are hiring a new Tax Planning Specialist who can help our Empower Personal Wealth clients navigate their tax planning considerations. The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner. What you will do Help clients better understand their current tax situation and the planning opportunities that can create efficiencies. Empower clients to make informed decisions with their tax planning considerations. Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections) Stay up to date on tax law changes and communicate the effects to advisors and clients. What you will bring Active CPA license required 4+ years of high net worth (HNW) experience Experience with tax planning technologies Proficiency in MS Excel and Word and BNA Income Tax Planner Advanced research skills to assist in providing possible solution for complex client issues What will set you apart Master's Degree in taxation tax a plus A strong desire to engage and effectively communicate with clients daily A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $98,900.00 - $139,700.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 12-27-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide
12/15/2025
Full time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. Tired of the CPA tax season grind? Look no further! Empower's Personal Wealth business is growing and we are hiring a new Tax Planning Specialist who can help our Empower Personal Wealth clients navigate their tax planning considerations. The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner. What you will do Help clients better understand their current tax situation and the planning opportunities that can create efficiencies. Empower clients to make informed decisions with their tax planning considerations. Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections) Stay up to date on tax law changes and communicate the effects to advisors and clients. What you will bring Active CPA license required 4+ years of high net worth (HNW) experience Experience with tax planning technologies Proficiency in MS Excel and Word and BNA Income Tax Planner Advanced research skills to assist in providing possible solution for complex client issues What will set you apart Master's Degree in taxation tax a plus A strong desire to engage and effectively communicate with clients daily A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $98,900.00 - $139,700.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 12-27-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide
Tax Specialist - High Net Worth Clients
Empower Hartford, Connecticut
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. Tired of the CPA tax season grind? Look no further! Empower's Personal Wealth business is growing and we are hiring a new Tax Planning Specialist who can help our Empower Personal Wealth clients navigate their tax planning considerations. The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner. What you will do Help clients better understand their current tax situation and the planning opportunities that can create efficiencies. Empower clients to make informed decisions with their tax planning considerations. Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections) Stay up to date on tax law changes and communicate the effects to advisors and clients. What you will bring Active CPA license required 4+ years of high net worth (HNW) experience Experience with tax planning technologies Proficiency in MS Excel and Word and BNA Income Tax Planner Advanced research skills to assist in providing possible solution for complex client issues What will set you apart Master's Degree in taxation tax a plus A strong desire to engage and effectively communicate with clients daily A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $98,900.00 - $139,700.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 12-27-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide
12/15/2025
Full time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. Tired of the CPA tax season grind? Look no further! Empower's Personal Wealth business is growing and we are hiring a new Tax Planning Specialist who can help our Empower Personal Wealth clients navigate their tax planning considerations. The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner. What you will do Help clients better understand their current tax situation and the planning opportunities that can create efficiencies. Empower clients to make informed decisions with their tax planning considerations. Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections) Stay up to date on tax law changes and communicate the effects to advisors and clients. What you will bring Active CPA license required 4+ years of high net worth (HNW) experience Experience with tax planning technologies Proficiency in MS Excel and Word and BNA Income Tax Planner Advanced research skills to assist in providing possible solution for complex client issues What will set you apart Master's Degree in taxation tax a plus A strong desire to engage and effectively communicate with clients daily A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $98,900.00 - $139,700.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 12-27-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide
Tax Specialist - High Net Worth Clients
Empower Manchester, Connecticut
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. Tired of the CPA tax season grind? Look no further! Empower's Personal Wealth business is growing and we are hiring a new Tax Planning Specialist who can help our Empower Personal Wealth clients navigate their tax planning considerations. The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner. What you will do Help clients better understand their current tax situation and the planning opportunities that can create efficiencies. Empower clients to make informed decisions with their tax planning considerations. Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections) Stay up to date on tax law changes and communicate the effects to advisors and clients. What you will bring Active CPA license required 4+ years of high net worth (HNW) experience Experience with tax planning technologies Proficiency in MS Excel and Word and BNA Income Tax Planner Advanced research skills to assist in providing possible solution for complex client issues What will set you apart Master's Degree in taxation tax a plus A strong desire to engage and effectively communicate with clients daily A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $98,900.00 - $139,700.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 12-27-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide
12/15/2025
Full time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. Tired of the CPA tax season grind? Look no further! Empower's Personal Wealth business is growing and we are hiring a new Tax Planning Specialist who can help our Empower Personal Wealth clients navigate their tax planning considerations. The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner. What you will do Help clients better understand their current tax situation and the planning opportunities that can create efficiencies. Empower clients to make informed decisions with their tax planning considerations. Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections) Stay up to date on tax law changes and communicate the effects to advisors and clients. What you will bring Active CPA license required 4+ years of high net worth (HNW) experience Experience with tax planning technologies Proficiency in MS Excel and Word and BNA Income Tax Planner Advanced research skills to assist in providing possible solution for complex client issues What will set you apart Master's Degree in taxation tax a plus A strong desire to engage and effectively communicate with clients daily A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $98,900.00 - $139,700.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 12-27-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide
Tax Specialist - High Net Worth Clients
Empower Kansas City, Missouri
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. Tired of the CPA tax season grind? Look no further! Empower's Personal Wealth business is growing and we are hiring a new Tax Planning Specialist who can help our Empower Personal Wealth clients navigate their tax planning considerations. The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner. What you will do Help clients better understand their current tax situation and the planning opportunities that can create efficiencies. Empower clients to make informed decisions with their tax planning considerations. Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections) Stay up to date on tax law changes and communicate the effects to advisors and clients. What you will bring Active CPA license required 4+ years of high net worth (HNW) experience Experience with tax planning technologies Proficiency in MS Excel and Word and BNA Income Tax Planner Advanced research skills to assist in providing possible solution for complex client issues What will set you apart Master's Degree in taxation tax a plus A strong desire to engage and effectively communicate with clients daily A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $98,900.00 - $139,700.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 12-27-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide
12/15/2025
Full time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. Tired of the CPA tax season grind? Look no further! Empower's Personal Wealth business is growing and we are hiring a new Tax Planning Specialist who can help our Empower Personal Wealth clients navigate their tax planning considerations. The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner. What you will do Help clients better understand their current tax situation and the planning opportunities that can create efficiencies. Empower clients to make informed decisions with their tax planning considerations. Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections) Stay up to date on tax law changes and communicate the effects to advisors and clients. What you will bring Active CPA license required 4+ years of high net worth (HNW) experience Experience with tax planning technologies Proficiency in MS Excel and Word and BNA Income Tax Planner Advanced research skills to assist in providing possible solution for complex client issues What will set you apart Master's Degree in taxation tax a plus A strong desire to engage and effectively communicate with clients daily A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $98,900.00 - $139,700.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 12-27-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide
Tax Specialist - High Net Worth Clients
Empower Tempe, Arizona
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. Tired of the CPA tax season grind? Look no further! Empower's Personal Wealth business is growing and we are hiring a new Tax Planning Specialist who can help our Empower Personal Wealth clients navigate their tax planning considerations. The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner. What you will do Help clients better understand their current tax situation and the planning opportunities that can create efficiencies. Empower clients to make informed decisions with their tax planning considerations. Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections) Stay up to date on tax law changes and communicate the effects to advisors and clients. What you will bring Active CPA license required 4+ years of high net worth (HNW) experience Experience with tax planning technologies Proficiency in MS Excel and Word and BNA Income Tax Planner Advanced research skills to assist in providing possible solution for complex client issues What will set you apart Master's Degree in taxation tax a plus A strong desire to engage and effectively communicate with clients daily A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $98,900.00 - $139,700.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 12-27-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide
12/15/2025
Full time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. Tired of the CPA tax season grind? Look no further! Empower's Personal Wealth business is growing and we are hiring a new Tax Planning Specialist who can help our Empower Personal Wealth clients navigate their tax planning considerations. The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner. What you will do Help clients better understand their current tax situation and the planning opportunities that can create efficiencies. Empower clients to make informed decisions with their tax planning considerations. Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections) Stay up to date on tax law changes and communicate the effects to advisors and clients. What you will bring Active CPA license required 4+ years of high net worth (HNW) experience Experience with tax planning technologies Proficiency in MS Excel and Word and BNA Income Tax Planner Advanced research skills to assist in providing possible solution for complex client issues What will set you apart Master's Degree in taxation tax a plus A strong desire to engage and effectively communicate with clients daily A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $98,900.00 - $139,700.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 12-27-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide
Tax Specialist - High Net Worth Clients
Empower Gilbert, Arizona
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. Tired of the CPA tax season grind? Look no further! Empower's Personal Wealth business is growing and we are hiring a new Tax Planning Specialist who can help our Empower Personal Wealth clients navigate their tax planning considerations. The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner. What you will do Help clients better understand their current tax situation and the planning opportunities that can create efficiencies. Empower clients to make informed decisions with their tax planning considerations. Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections) Stay up to date on tax law changes and communicate the effects to advisors and clients. What you will bring Active CPA license required 4+ years of high net worth (HNW) experience Experience with tax planning technologies Proficiency in MS Excel and Word and BNA Income Tax Planner Advanced research skills to assist in providing possible solution for complex client issues What will set you apart Master's Degree in taxation tax a plus A strong desire to engage and effectively communicate with clients daily A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $98,900.00 - $139,700.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 12-27-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide
12/15/2025
Full time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. Tired of the CPA tax season grind? Look no further! Empower's Personal Wealth business is growing and we are hiring a new Tax Planning Specialist who can help our Empower Personal Wealth clients navigate their tax planning considerations. The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner. What you will do Help clients better understand their current tax situation and the planning opportunities that can create efficiencies. Empower clients to make informed decisions with their tax planning considerations. Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections) Stay up to date on tax law changes and communicate the effects to advisors and clients. What you will bring Active CPA license required 4+ years of high net worth (HNW) experience Experience with tax planning technologies Proficiency in MS Excel and Word and BNA Income Tax Planner Advanced research skills to assist in providing possible solution for complex client issues What will set you apart Master's Degree in taxation tax a plus A strong desire to engage and effectively communicate with clients daily A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $98,900.00 - $139,700.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 12-27-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide
CPQ/Design Automation Technical Support Specialist
GoEngineer Inc Midvale, Utah
Position Title: CPQ/Design Automation Technical Support Specialist Description: About this opportunity: GoEngineer is a provider of the most compelling design platforms in the industry, deploying engineering software and 3D Printing technology to make the design process innovative, efficient, and intelligent. ADriveWorks Technical Support & Solutions Specialist is responsible for thesuccessful support of software implementation projects at GoEngineer customers.In this customer-facing role, you'll support clients throughout the sales, implementation,and post-Go Live lifecycle of their engineering system deployment. You'll workclosely with key accounts, internal sales teams, SOLIDWORKS technical support,and the Solution Engineering teams to ensure customer success. Your key contributions in this role will be: Provide technical support to DriveWorks customers, troubleshooting issues and guiding users through solutions. Maintain up-to-date knowledge of DriveWorks functionality, updates, and best practices. Contribute to the development of internal tools, documentation, best practices, and knowledge bases to improve support efficiency. Collaborate with sales and engineering teams to create pre-sales quotes, statements of work (SOWs), and project scopes using Agile and Scrum methodologies. Participate in project planning and delivery discussions, providing technical insights and recommendations. Manage customer relationships with key accounts, ensuring high satisfaction and proactive engagement. Represent the company at occasional customer visits, training sessions, and industry events. We are looking for candidates with the below experience and skills, however, even if you do not meet all the listed requirements, very interested candidates should still apply: Bachelor's in Engineering preferred but not required (or equivalent mechanical design experience) 1 to 3 years of experience in a technical support, solutions engineering, or related customer-facing role. Team player with a positive attitude Excellent analytical, troubleshooting, and problem-solving capabilities Strong communication and technical writing skills, with the ability to translate technical concepts into customer-friendly language. Ability to work independently in a remote environment while collaborating with distributed teams. SOLIDWORKS experience Hands-on experience with DriveWorks (Design Automation, CPQ, or similar modules) strongly preferred. Experience with relational database systems, preferably MS SQL Server Superior Windows and computer user Familiarity with computer network and authentication protocols Self-starter with the ability to take initiative and accomplish tasks Strong organizational and time management skills. Attention to detail and the ability to work in a structured and organized manner. Commitment to excellence and pride in their work and strong work ethic Working Hours and Location: This position is remote or can be hybrid if located near a GoEngineer office. Occasional regional travel may be required for customer visits or events. More about what GoEngineer offers: At GoEngineer, we understand that our value comes from our employees, and we celebrate and respect their unique experiences. We are working to build a culture where both our employees and customers are centered in the work we do, and employees feel welcomed as they are from the first day. Generous Benefits Include: Participation in GoEngineer's unlimited PTO program from day one of employment. 401(k) Plan that includes up to a 6% company match, 100% vested day one. Choice of Traditional PPO or High Deductible Medical plans, and corresponding FSA or HSA accounts. Generous HSA Contribution with participation in the High Deductible Health Plan. Employer paid Life Insurance policy; optional Supplemental Life available. Employer paid Short-Term and Long-Term Disability Benefits. Dental, Vision, and other Ancillary benefits. Department: Service Delivery Role: Solutions Engineer Location: Remote RemoteStatus: Hybrid Salary: $70,000 - $75,000 Compensation details: 0 PIdc5bf74d5c82-5075
12/15/2025
Full time
Position Title: CPQ/Design Automation Technical Support Specialist Description: About this opportunity: GoEngineer is a provider of the most compelling design platforms in the industry, deploying engineering software and 3D Printing technology to make the design process innovative, efficient, and intelligent. ADriveWorks Technical Support & Solutions Specialist is responsible for thesuccessful support of software implementation projects at GoEngineer customers.In this customer-facing role, you'll support clients throughout the sales, implementation,and post-Go Live lifecycle of their engineering system deployment. You'll workclosely with key accounts, internal sales teams, SOLIDWORKS technical support,and the Solution Engineering teams to ensure customer success. Your key contributions in this role will be: Provide technical support to DriveWorks customers, troubleshooting issues and guiding users through solutions. Maintain up-to-date knowledge of DriveWorks functionality, updates, and best practices. Contribute to the development of internal tools, documentation, best practices, and knowledge bases to improve support efficiency. Collaborate with sales and engineering teams to create pre-sales quotes, statements of work (SOWs), and project scopes using Agile and Scrum methodologies. Participate in project planning and delivery discussions, providing technical insights and recommendations. Manage customer relationships with key accounts, ensuring high satisfaction and proactive engagement. Represent the company at occasional customer visits, training sessions, and industry events. We are looking for candidates with the below experience and skills, however, even if you do not meet all the listed requirements, very interested candidates should still apply: Bachelor's in Engineering preferred but not required (or equivalent mechanical design experience) 1 to 3 years of experience in a technical support, solutions engineering, or related customer-facing role. Team player with a positive attitude Excellent analytical, troubleshooting, and problem-solving capabilities Strong communication and technical writing skills, with the ability to translate technical concepts into customer-friendly language. Ability to work independently in a remote environment while collaborating with distributed teams. SOLIDWORKS experience Hands-on experience with DriveWorks (Design Automation, CPQ, or similar modules) strongly preferred. Experience with relational database systems, preferably MS SQL Server Superior Windows and computer user Familiarity with computer network and authentication protocols Self-starter with the ability to take initiative and accomplish tasks Strong organizational and time management skills. Attention to detail and the ability to work in a structured and organized manner. Commitment to excellence and pride in their work and strong work ethic Working Hours and Location: This position is remote or can be hybrid if located near a GoEngineer office. Occasional regional travel may be required for customer visits or events. More about what GoEngineer offers: At GoEngineer, we understand that our value comes from our employees, and we celebrate and respect their unique experiences. We are working to build a culture where both our employees and customers are centered in the work we do, and employees feel welcomed as they are from the first day. Generous Benefits Include: Participation in GoEngineer's unlimited PTO program from day one of employment. 401(k) Plan that includes up to a 6% company match, 100% vested day one. Choice of Traditional PPO or High Deductible Medical plans, and corresponding FSA or HSA accounts. Generous HSA Contribution with participation in the High Deductible Health Plan. Employer paid Life Insurance policy; optional Supplemental Life available. Employer paid Short-Term and Long-Term Disability Benefits. Dental, Vision, and other Ancillary benefits. Department: Service Delivery Role: Solutions Engineer Location: Remote RemoteStatus: Hybrid Salary: $70,000 - $75,000 Compensation details: 0 PIdc5bf74d5c82-5075
Premise Health
Athletic Trainer - Clinical Injury Prevention Specialist
Premise Health Georgetown, Kentucky
Premise's mission is to help people get, stay, and be well. We hope you will join us in our mission and experience how amazing health starts with amazing healthcare. For more information, visit . As a full time Athletic Trainer - Clinical Injury Prevention Specialist , you'll provide care to client employees in our Health Center located in Georgetown, KY. The scheduled hours are Monday - Friday, 2:30 PM - 11 PM OR choose 4, 10 hour shifts and work 2:30 PM - 1AM. No weekends Other perks: Starting Salary: $60,000 Sign On Bonus Available 10 paid holidays + 18 days of PTO during your first year Comprehensive benefits package New Grads Welcome What You'll Do: Perform Physical Demand Analyses including raw data collection, use of measurement tools, video analysis for specific job demands, and overall report review to identify high-risk work areas. Communicate regularly with onsite PH Medical Team and Client Safety Team regarding workplace countermeasures and injury prevention strategies. Attend meetings and serve on task forces as deemed necessary. Provide recommended guidelines for correcting limitations in flexibility, strength and general conditioning to prevent injury and support overall wellness for client members. Provide client follow-up and make recommendations for work performance based on knowledge in anatomy, physiology, biomechanics, and ergonomic principles. Develop and lead group and individual training sessions focusing on functional movement patterns, specific job simulations, and educational programs for occupational health/ safety. (Stretching programs, Lift Labs, etc.) Educate and observe essential functions and movement patterns related to appropriate early symptom management techniques for minor musculoskeletal discomfort. Follow-up with client members to ensure early symptom recognition and injury prevention. Perform injury/musculoskeletal screening and assessment, covering such areas as (but not limited to) history, observation, palpation, range of motion, manual muscle strength, reflex testing, myotomes, dermatomes, and special tests to assist in determination of red flags and next steps regarding care. Provide basic first aid in alignment with OSHA first aid standards to assist in prevention of recordable incidences for clients. Care coordination and communication with on-site medical providers. Perform administrative requirements such as completing necessary forms, reports, and appropriate EMR documentation, etc. in a timely manner. May require other duties as assigned. What You'll Bring Bachelor's or master's degree from an accredited professional Athletic Training education program Board Certified Athletic Trainer per state requirements (BOC) strongly preferred Current certification in AHA or ARC Basic Life Support for health care providers is required, Advanced Cardiac Life Support may also be required based on contract scope of services Current hands-on training in AHA or ARC First Aid is required. Certification in specialty areas (Ergonomic Specialty) preferred Experience in Occupational Health and Safety; Knowledge of current OSHA regulations preferred Experience in Ergonomics preferred Work-life balance is at the foundation of how decisions are made and where Premise is headed. We can only help people get, stay, and be well if we do the same for ourselves. In addition to competitive pay, Premise offers full-time team members benefits including medical, dental, vision, life and disability insurance, a 401(k) program with company match, paid holidays and vacation time, a company-sponsored wellness program, EAP, access to virtual primary care and virtual behavioral health at no cost for team members and their dependents. Additional benefits can be viewed here: . Premise is an equal opportunity employer; we value inclusion and do not discriminate based on race, color, religion, creed, national origin or ancestry, ethnicity, sex (including pregnancy and related conditions), gender identity or expression, sexual orientation, age, physical or mental disability, genetic information, past, current or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.
12/15/2025
Full time
Premise's mission is to help people get, stay, and be well. We hope you will join us in our mission and experience how amazing health starts with amazing healthcare. For more information, visit . As a full time Athletic Trainer - Clinical Injury Prevention Specialist , you'll provide care to client employees in our Health Center located in Georgetown, KY. The scheduled hours are Monday - Friday, 2:30 PM - 11 PM OR choose 4, 10 hour shifts and work 2:30 PM - 1AM. No weekends Other perks: Starting Salary: $60,000 Sign On Bonus Available 10 paid holidays + 18 days of PTO during your first year Comprehensive benefits package New Grads Welcome What You'll Do: Perform Physical Demand Analyses including raw data collection, use of measurement tools, video analysis for specific job demands, and overall report review to identify high-risk work areas. Communicate regularly with onsite PH Medical Team and Client Safety Team regarding workplace countermeasures and injury prevention strategies. Attend meetings and serve on task forces as deemed necessary. Provide recommended guidelines for correcting limitations in flexibility, strength and general conditioning to prevent injury and support overall wellness for client members. Provide client follow-up and make recommendations for work performance based on knowledge in anatomy, physiology, biomechanics, and ergonomic principles. Develop and lead group and individual training sessions focusing on functional movement patterns, specific job simulations, and educational programs for occupational health/ safety. (Stretching programs, Lift Labs, etc.) Educate and observe essential functions and movement patterns related to appropriate early symptom management techniques for minor musculoskeletal discomfort. Follow-up with client members to ensure early symptom recognition and injury prevention. Perform injury/musculoskeletal screening and assessment, covering such areas as (but not limited to) history, observation, palpation, range of motion, manual muscle strength, reflex testing, myotomes, dermatomes, and special tests to assist in determination of red flags and next steps regarding care. Provide basic first aid in alignment with OSHA first aid standards to assist in prevention of recordable incidences for clients. Care coordination and communication with on-site medical providers. Perform administrative requirements such as completing necessary forms, reports, and appropriate EMR documentation, etc. in a timely manner. May require other duties as assigned. What You'll Bring Bachelor's or master's degree from an accredited professional Athletic Training education program Board Certified Athletic Trainer per state requirements (BOC) strongly preferred Current certification in AHA or ARC Basic Life Support for health care providers is required, Advanced Cardiac Life Support may also be required based on contract scope of services Current hands-on training in AHA or ARC First Aid is required. Certification in specialty areas (Ergonomic Specialty) preferred Experience in Occupational Health and Safety; Knowledge of current OSHA regulations preferred Experience in Ergonomics preferred Work-life balance is at the foundation of how decisions are made and where Premise is headed. We can only help people get, stay, and be well if we do the same for ourselves. In addition to competitive pay, Premise offers full-time team members benefits including medical, dental, vision, life and disability insurance, a 401(k) program with company match, paid holidays and vacation time, a company-sponsored wellness program, EAP, access to virtual primary care and virtual behavioral health at no cost for team members and their dependents. Additional benefits can be viewed here: . Premise is an equal opportunity employer; we value inclusion and do not discriminate based on race, color, religion, creed, national origin or ancestry, ethnicity, sex (including pregnancy and related conditions), gender identity or expression, sexual orientation, age, physical or mental disability, genetic information, past, current or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.
Tax Specialist - High Net Worth Clients
Empower Phoenix, Arizona
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. Tired of the CPA tax season grind? Look no further! Empower's Personal Wealth business is growing and we are hiring a new Tax Planning Specialist who can help our Empower Personal Wealth clients navigate their tax planning considerations. The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner. What you will do Help clients better understand their current tax situation and the planning opportunities that can create efficiencies. Empower clients to make informed decisions with their tax planning considerations. Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections) Stay up to date on tax law changes and communicate the effects to advisors and clients. What you will bring Active CPA license required 4+ years of high net worth (HNW) experience Experience with tax planning technologies Proficiency in MS Excel and Word and BNA Income Tax Planner Advanced research skills to assist in providing possible solution for complex client issues What will set you apart Master's Degree in taxation tax a plus A strong desire to engage and effectively communicate with clients daily A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $98,900.00 - $139,700.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 12-27-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide
12/15/2025
Full time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. Tired of the CPA tax season grind? Look no further! Empower's Personal Wealth business is growing and we are hiring a new Tax Planning Specialist who can help our Empower Personal Wealth clients navigate their tax planning considerations. The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner. What you will do Help clients better understand their current tax situation and the planning opportunities that can create efficiencies. Empower clients to make informed decisions with their tax planning considerations. Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections) Stay up to date on tax law changes and communicate the effects to advisors and clients. What you will bring Active CPA license required 4+ years of high net worth (HNW) experience Experience with tax planning technologies Proficiency in MS Excel and Word and BNA Income Tax Planner Advanced research skills to assist in providing possible solution for complex client issues What will set you apart Master's Degree in taxation tax a plus A strong desire to engage and effectively communicate with clients daily A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $98,900.00 - $139,700.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 12-27-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide
Capital One
AVP, Specialty Underwriting & Portfolio Management - Corporate & Sponsor Lending
Capital One Chicago, Illinois
AVP, Specialty Underwriting & Portfolio Management - Corporate & Sponsor Lending The Commercial Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans. Our Underwriters and Portfolio Managers balance supporting the Commercial's Bank's growth and ensuring we have a scalable, well-managed business. This role supports the Corporate & Sponsor Lending - Cash Flow (CSL-Cash Flow) line of business. Capital One's CSL-Cash Flow group includes the Diversified Industries, Food & Beverage, Healthcare and TMT industry verticals within the Middle Market Bank. The group provides financing to medium to large companies for mergers and acquisitions, corporate growth, balance sheet re-financings and recapitalizations. The CSL-Cash Flow portfolio consists of over 560 clients and $30 billion in credit exposure. As an Underwriter & Portfolio Manager, you begin to demonstrate subject matter expertise in credit risk management and are expected to perform responsibilities independently. In addition to your own job duties, you will play a leadership role across deal teams by guiding and shaping more junior associates. You are trusted with the most complex transactions or solve unique problems because of your experience and job specific skills. Primary underwriting responsibilities may include: Underwrite leveraged debt transactions to new or existing clients Lead due diligence process and calls; evaluate diligence to draw relevant conclusions on material strengths, risks, and mitigants Assist less experienced team members in financial statement analysis and cash flow analysis Review financial models independently Coordinate with deal team on appropriate structuring options Write and prepare the credit approval document; review work of less experienced members of the team; begin to take a leadership role in conversations with internal partners Oversee closing process requirements; review closing memo Prepare term sheets, commitment letters and fee letters with minimal guidance; understand majority of provisions of all credit documents and can provide rationale; begin to negotiate credit docs with guidance Drive overall deal process and lead communication with internal and external constituents; constructively improve deal process Primary portfolio or asset management responsibilities may include: Manage a portfolio of accounts independently; review and monitor portfolio accounts' health and performance against expectations; drive customer retention Proactively anticipate issues, draw parallels from other accounts to own account; resolve problem accounts in partnership with other teams and specialists Coordinate with Portfolio Management team to ensure all annual reviews and both material and non-material modifications are completed on time Assist portfolio managers with quarterly portfolio reviews Ensure compliance with credit policies and procedures for existing accounts Respond to requests from all internal and external stakeholders Work with portfolio managers to ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities Additional Responsibilities may include: Build relationships across function and business to foster collaboration between partner groups Interact directly with customers to cultivate strong relationships while balancing risk and return Mentor and train rotational analysts and less experienced associates Participate in internal initiatives to ensure the business is well-managed and operates efficiently Basic Qualifications: Bachelor's Degree or Military Experience At least 5 years of experience in credit underwriting, portfolio management or asset management Preferred Qualifications: Bachelor's Degree in Accounting, Finance, or other relevant fields 7+ years of experience in credit underwriting or portfolio or asset management Previous leadership (informal or formal) experience with deal teams or analysts At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Chicago, IL: $175,500 - $200,300 for Specialty Underwriter & Portfolio Manager McLean, VA: $193,000 - $220,300 for Specialty Underwriter & Portfolio Manager Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
12/15/2025
Full time
AVP, Specialty Underwriting & Portfolio Management - Corporate & Sponsor Lending The Commercial Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans. Our Underwriters and Portfolio Managers balance supporting the Commercial's Bank's growth and ensuring we have a scalable, well-managed business. This role supports the Corporate & Sponsor Lending - Cash Flow (CSL-Cash Flow) line of business. Capital One's CSL-Cash Flow group includes the Diversified Industries, Food & Beverage, Healthcare and TMT industry verticals within the Middle Market Bank. The group provides financing to medium to large companies for mergers and acquisitions, corporate growth, balance sheet re-financings and recapitalizations. The CSL-Cash Flow portfolio consists of over 560 clients and $30 billion in credit exposure. As an Underwriter & Portfolio Manager, you begin to demonstrate subject matter expertise in credit risk management and are expected to perform responsibilities independently. In addition to your own job duties, you will play a leadership role across deal teams by guiding and shaping more junior associates. You are trusted with the most complex transactions or solve unique problems because of your experience and job specific skills. Primary underwriting responsibilities may include: Underwrite leveraged debt transactions to new or existing clients Lead due diligence process and calls; evaluate diligence to draw relevant conclusions on material strengths, risks, and mitigants Assist less experienced team members in financial statement analysis and cash flow analysis Review financial models independently Coordinate with deal team on appropriate structuring options Write and prepare the credit approval document; review work of less experienced members of the team; begin to take a leadership role in conversations with internal partners Oversee closing process requirements; review closing memo Prepare term sheets, commitment letters and fee letters with minimal guidance; understand majority of provisions of all credit documents and can provide rationale; begin to negotiate credit docs with guidance Drive overall deal process and lead communication with internal and external constituents; constructively improve deal process Primary portfolio or asset management responsibilities may include: Manage a portfolio of accounts independently; review and monitor portfolio accounts' health and performance against expectations; drive customer retention Proactively anticipate issues, draw parallels from other accounts to own account; resolve problem accounts in partnership with other teams and specialists Coordinate with Portfolio Management team to ensure all annual reviews and both material and non-material modifications are completed on time Assist portfolio managers with quarterly portfolio reviews Ensure compliance with credit policies and procedures for existing accounts Respond to requests from all internal and external stakeholders Work with portfolio managers to ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities Additional Responsibilities may include: Build relationships across function and business to foster collaboration between partner groups Interact directly with customers to cultivate strong relationships while balancing risk and return Mentor and train rotational analysts and less experienced associates Participate in internal initiatives to ensure the business is well-managed and operates efficiently Basic Qualifications: Bachelor's Degree or Military Experience At least 5 years of experience in credit underwriting, portfolio management or asset management Preferred Qualifications: Bachelor's Degree in Accounting, Finance, or other relevant fields 7+ years of experience in credit underwriting or portfolio or asset management Previous leadership (informal or formal) experience with deal teams or analysts At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Chicago, IL: $175,500 - $200,300 for Specialty Underwriter & Portfolio Manager McLean, VA: $193,000 - $220,300 for Specialty Underwriter & Portfolio Manager Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Accounts Payable Specialist
Second Avenue Realty Tampa, Florida
Second Avenue is recruiting an experienced Accounts Payable Specialist with relevant experience in a Full Cycle Accounts Payable department for our Tampa, FL Central Operations office. Second Avenue is the premier platform for enabling institutions to deploy meaningful capital into single-deeded residential assets (SFR) while retaining control and valuable lines of sight into their investments over time. Second Avenue's proprietary technology and exclusive relationships have allowed it to bring scale to scattered single family investment homes, a strategy that was previously untenable as an institutional asset class. The Company provides all aspects of sourcing, acquisition, and property management services for its clients. We offer a positive culture and professional work environment. Please visit our website for additional background on our business platform - Job Summary The Accounts Payable Specialist will possess in depth knowledge of a full cycle accounts payable department. This position will intake, code, obtain proper approvals, and accurately enter invoices into multiple systems, while adhering to all company and department policies and procedures. The Accounts Payable Specialist will be ready and able to contribute to our continuous process improvement efforts. Duties and Responsibilities Perform all aspects of Accounts Payable with multiple systems at high volume Intake, review, GL code and forward invoices for approval Expedient follow up on invoices pending approval Review expense reports for proper coding and sufficient documentation Perform accurate data entry functions processing AP invoices and expense reports Keep AP records stored in accordance with company standards Ensure policies and procedures are applied to payment process Perform research and problem solving for vendor account reconciliation Perform duties related to onboarding and updating of vendors Assist other team members as needed Other duties as assigned Qualifications Excellent attention to detail Highly organized and self-motivated Able to communicate clearly in both verbal and written communication Ability to work with internal and external business partners to resolve AP related issues Able to consistently meet deadlines Ability to efficiently apply Excel attributes to large, consolidated invoices Resourceful with an established bias for action in a team environment Experience with an organization with equal or greater volume and complexity Proficient MS Office skills Experience with NetSuite a plus Demonstrate a sense of urgency and follow up on pending issues. Education and Experience Minimum high school graduate required 3+ years AP experience Job Competencies Ability to frequently sit, squat, stand, bend, walk, view computer monitors, give and receive oral communication Sense of urgency and desire to render excellent customer service. Solid ability to manage processes and to effectively review reports and images and take appropriate action relative to findings. Ability to organize workload, to prioritize activities and follow-up appropriately. Attention to detail and ability to communicate verbally and in writing Job Type and Compensation Full-time, Salaried - Non-Exempt Benefits Medical, Vision and Dental Insurance, Employer paid Short Term and Long Term Disability, 401k, Paid Holidays and Vacation NOTE: This job description is not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with the job. Other duties may be assigned. Second Avenue is an equal opportunity employer and values diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. PI1501a6ba0cdb-2078
12/15/2025
Full time
Second Avenue is recruiting an experienced Accounts Payable Specialist with relevant experience in a Full Cycle Accounts Payable department for our Tampa, FL Central Operations office. Second Avenue is the premier platform for enabling institutions to deploy meaningful capital into single-deeded residential assets (SFR) while retaining control and valuable lines of sight into their investments over time. Second Avenue's proprietary technology and exclusive relationships have allowed it to bring scale to scattered single family investment homes, a strategy that was previously untenable as an institutional asset class. The Company provides all aspects of sourcing, acquisition, and property management services for its clients. We offer a positive culture and professional work environment. Please visit our website for additional background on our business platform - Job Summary The Accounts Payable Specialist will possess in depth knowledge of a full cycle accounts payable department. This position will intake, code, obtain proper approvals, and accurately enter invoices into multiple systems, while adhering to all company and department policies and procedures. The Accounts Payable Specialist will be ready and able to contribute to our continuous process improvement efforts. Duties and Responsibilities Perform all aspects of Accounts Payable with multiple systems at high volume Intake, review, GL code and forward invoices for approval Expedient follow up on invoices pending approval Review expense reports for proper coding and sufficient documentation Perform accurate data entry functions processing AP invoices and expense reports Keep AP records stored in accordance with company standards Ensure policies and procedures are applied to payment process Perform research and problem solving for vendor account reconciliation Perform duties related to onboarding and updating of vendors Assist other team members as needed Other duties as assigned Qualifications Excellent attention to detail Highly organized and self-motivated Able to communicate clearly in both verbal and written communication Ability to work with internal and external business partners to resolve AP related issues Able to consistently meet deadlines Ability to efficiently apply Excel attributes to large, consolidated invoices Resourceful with an established bias for action in a team environment Experience with an organization with equal or greater volume and complexity Proficient MS Office skills Experience with NetSuite a plus Demonstrate a sense of urgency and follow up on pending issues. Education and Experience Minimum high school graduate required 3+ years AP experience Job Competencies Ability to frequently sit, squat, stand, bend, walk, view computer monitors, give and receive oral communication Sense of urgency and desire to render excellent customer service. Solid ability to manage processes and to effectively review reports and images and take appropriate action relative to findings. Ability to organize workload, to prioritize activities and follow-up appropriately. Attention to detail and ability to communicate verbally and in writing Job Type and Compensation Full-time, Salaried - Non-Exempt Benefits Medical, Vision and Dental Insurance, Employer paid Short Term and Long Term Disability, 401k, Paid Holidays and Vacation NOTE: This job description is not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with the job. Other duties may be assigned. Second Avenue is an equal opportunity employer and values diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. PI1501a6ba0cdb-2078
Thom Child and Family Services
Bilingual-Spanish or Portuguese Developmental Specialist
Thom Child and Family Services Jamaica Plain, Massachusetts
This position offers a salary range of $51,000 to $56,000. Actual pay will be based on relevant skills, qualifications, and experience. Are you looking for a rewarding opportunity working with the pediatric population (children birth to 3 years)? Are you passionate about making a difference in the lives of families? Thom Child & Family Services located in Boston, MA is seeking a Developmental Specialist/Early Childhood Educator to join their team. As an Early Intervention Early Childhood Educator or Developmental Specialist , you will be responsible for providing home and community-based early intervention services to infants and toddlers who have or are at risk for developmental delays and their families in both their homes and community settings. You will partner with parents/caregivers to ensure service delivery is individualized, meaningful for the family, and grounded in evidence-based practice. Through this collaborative process, you ensure families' priorities, needs, culture, and values are prioritized. Thom Child & Family Services offers competitive salaries and a comprehensive benefits package including, but not limited to: Flexible Schedules: FT, PT, Per Diem, and family hours Health and Dental Insurance, including Fitness Benefits and Wellness Incentive Program. Generous vacation Personal time Sick time (80 - 96 hours every year) Paid holiday (10-12 paid holidays) 403(b) with employer matching Section 125 flexible benefits plan (Medical and dependent care) Employer-sponsored Long-term disability insurance. Employer-sponsored Life Insurance Employer-sponsored Accidental Death and Dismemberment Insurance Productivity Bonus Plan Continuing education leave and paid conference fees. Paid professional license renewal fees. Clinical supervision, mentoring, and team support. Mileage reimbursement Other optional benefits: Short-term Disability Insurance Accident Insurance Cancer Insurance Position Responsibilities: Participate in multidisciplinary team assessments of the client's developmental status. Provide direct child development services and activities developmentally appropriate for children 0-3 and their families. Participate in the development of an Individual Family Service Plan (IFSP) with responsibility for identifying goals, objectives, and strategies related to the child's development. Complete progress notes, reports, assessments, and correspondence as appropriate Provides individual and group intervention for infants and toddlers from birth to three years old who have developmental delays or who are at risk for delays in the areas of cognitive, adaptive behavior, social-emotional, self-care, fine motor, gross motor, and communication development. Assess family and child strengths/resources, concerns, and progress. Act as a service coordinator for the family by scheduling, developing, implementing, monitoring, and evaluating the intervention plan for each family on caseload, ensuring that appropriate procedures and timelines are followed. Provides supportive professional assistance to families. Facilitate parent-child interactions to encourage child's development; assist families to act as advocates for their child. Position Requirements: A Bachelor's Degree with a major or concentration in infants and toddlers (includes Early Intervention and Early Childhood Education), child development, child studies, education or special education and at least 300 hours of practicum or work experience with young children. Experience with infants, toddlers and families is preferred Knowledge of family systems and early childhood development. Ability to engage in meaningful, therapeutic relationships with children, parents/caregivers, and community partners. Commitment to delivering individualized and culturally humble services. Excellent written and verbal communication and organizational skills. Abide by all confidentiality and professional boundaries standards. Good computer skills as well as strong documentation skills. Current driver's license and reliable transportation. Bilingual/Bicultural a must. (Spanish or Portuguese) NO PHONE CALLS OR RECRUITERS PLEASE Thom Child and Family Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, familial status, domestic violence status, or any other status protected by law. Compensation details: 0 Yearly Salary PI590ca51a5-
12/15/2025
Full time
This position offers a salary range of $51,000 to $56,000. Actual pay will be based on relevant skills, qualifications, and experience. Are you looking for a rewarding opportunity working with the pediatric population (children birth to 3 years)? Are you passionate about making a difference in the lives of families? Thom Child & Family Services located in Boston, MA is seeking a Developmental Specialist/Early Childhood Educator to join their team. As an Early Intervention Early Childhood Educator or Developmental Specialist , you will be responsible for providing home and community-based early intervention services to infants and toddlers who have or are at risk for developmental delays and their families in both their homes and community settings. You will partner with parents/caregivers to ensure service delivery is individualized, meaningful for the family, and grounded in evidence-based practice. Through this collaborative process, you ensure families' priorities, needs, culture, and values are prioritized. Thom Child & Family Services offers competitive salaries and a comprehensive benefits package including, but not limited to: Flexible Schedules: FT, PT, Per Diem, and family hours Health and Dental Insurance, including Fitness Benefits and Wellness Incentive Program. Generous vacation Personal time Sick time (80 - 96 hours every year) Paid holiday (10-12 paid holidays) 403(b) with employer matching Section 125 flexible benefits plan (Medical and dependent care) Employer-sponsored Long-term disability insurance. Employer-sponsored Life Insurance Employer-sponsored Accidental Death and Dismemberment Insurance Productivity Bonus Plan Continuing education leave and paid conference fees. Paid professional license renewal fees. Clinical supervision, mentoring, and team support. Mileage reimbursement Other optional benefits: Short-term Disability Insurance Accident Insurance Cancer Insurance Position Responsibilities: Participate in multidisciplinary team assessments of the client's developmental status. Provide direct child development services and activities developmentally appropriate for children 0-3 and their families. Participate in the development of an Individual Family Service Plan (IFSP) with responsibility for identifying goals, objectives, and strategies related to the child's development. Complete progress notes, reports, assessments, and correspondence as appropriate Provides individual and group intervention for infants and toddlers from birth to three years old who have developmental delays or who are at risk for delays in the areas of cognitive, adaptive behavior, social-emotional, self-care, fine motor, gross motor, and communication development. Assess family and child strengths/resources, concerns, and progress. Act as a service coordinator for the family by scheduling, developing, implementing, monitoring, and evaluating the intervention plan for each family on caseload, ensuring that appropriate procedures and timelines are followed. Provides supportive professional assistance to families. Facilitate parent-child interactions to encourage child's development; assist families to act as advocates for their child. Position Requirements: A Bachelor's Degree with a major or concentration in infants and toddlers (includes Early Intervention and Early Childhood Education), child development, child studies, education or special education and at least 300 hours of practicum or work experience with young children. Experience with infants, toddlers and families is preferred Knowledge of family systems and early childhood development. Ability to engage in meaningful, therapeutic relationships with children, parents/caregivers, and community partners. Commitment to delivering individualized and culturally humble services. Excellent written and verbal communication and organizational skills. Abide by all confidentiality and professional boundaries standards. Good computer skills as well as strong documentation skills. Current driver's license and reliable transportation. Bilingual/Bicultural a must. (Spanish or Portuguese) NO PHONE CALLS OR RECRUITERS PLEASE Thom Child and Family Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, familial status, domestic violence status, or any other status protected by law. Compensation details: 0 Yearly Salary PI590ca51a5-
Helen Ross McNabb Center
Sevier County Customer Service and Benefits Specialist
Helen Ross McNabb Center Sevierville, Tennessee
Sevier County Customer Service and Benefits Specialist Help Others, Make a Difference, Save a Life. Do you want to make a difference in people's lives every day? Or help people navigate the tough spots in their life? And do it all while working where your hard work is appreciated? You have a lot of choices in where you work make the decision to work where you are valued! Join the McNabb Center Team as the Sevier Customer Service and Benefits Specialist today! The Sevier Customer Service and Benefits Specialist JOB SUMMARY Provides daily response to all phone calls directed to Sevier County Outpatient Services, including providing messages/notes to nurses for calls related to medication questions, answering questions of next scheduled medication appointments, rescheduling medication appointments, and other related phone calls. Maintain schedule for all Sevier clinic staff and prescribers in order to ensure productivity standards are met. Provide reminder phone calls to all patients 24 hours prior to medication appointments. Assist staff to meet set productivity standards within compliance of HRMC policy and procedures. Maintain medical charts, send items to be scanned into Centricity to Medical Records at Children and Youth Center, as well as Adult Center. Complete all client benefits requirements at intake and overall make the intake process more efficient. Will manage Intake Log, Magellan Reporting, and Client Compliance. Will manage co pays with cash and credit cards. Will keep up with all pay sources to ensure they are current and correctly recorded in EMR. Will be up to date on CNF forms and send to scanning. JOB DUTIES/RESPONSIBILITIES This job description is not intended to be all-inclusive; and employee will also perform other reasonably related job responsibilities as assigned by immediate supervisor and other management as required. This organization reserves the right to revise or change job duties as the need arises. Moreover, management reserves the right to change job descriptions, job duties, or working schedules based on their duty to accommodate individuals with disabilities. This job description does not constitute a written or implied contract of employment. 1. Maintain schedule for all IST staff prescribers. Input/print out necessary information in EMR for scheduling purposes on a daily basis. Provide reminder phone call to client/family 24 hours prior to appointment on a daily basis. Maintain cancellation list for filling in appointment purposes and update daily. Discuss with the staff prescribers any time there is a change made to the schedule throughout the day. Will be in the reception area for the first appointment of the day and stay until the last appointment has left the area or as assigned by supervisor. 2. Manage all phone calls and messages for scheduling, nurses, and staff psychiatrists. Answer all phone calls from 8AM to 5 PM (or as assigned) Monday- Friday. Correctly scribe and direct all messages to the necessary staff or extension as evidenced by no reported consumer/staff concerns in this area. Triage priority of all calls throughout the day. 3. Health Care Record Maintenance/Productivity Completes benefits portion of intake process and manages Intake Log. Sends healthcare documents to be scanned by Medical Record staff at Children and Youth and Adult Center within two business days of receipt. Knowledgeable in HIM/Custodian of Record procedures and chart storage locations Enters Health Care information related to reimbursement into the Centers database accurately and within two business days of receipt, i.e. (intake documents & information.) 4. Demonstrates and maintains a positive work climate and the overall team effort of the program. Demonstrates a consideration and concern for fellow workers and their jobs and promotes harmonious relationships and attitudes. Accepts additional assignments and/or changes in assignment and/or work. Promotes an environment in which cultural diversity and the customs, beliefs and values of the individual are respected. Maintains a professional appearance at all times. Responds professionally to those who enter the building, or calls into the Center. COMPENSATION: Starting salary for this position is approximately $16.61 /hr based on relevant experience and education. QUALIFICATIONS - Sevier Customer Service and Benefits Specialist Experience: Previous experience working face to face with individuals in an office/clinic setting. Education / Knowledge : High School diploma or equivalent degree or experience in the area of reception, administrative duties, scheduling responsibilities. Abilities: Must be capable of assisting in utilizing non-violent methods of crisis intervention including Handle with Care. (training provided) This position requires certification in and adequate implementation of verbal and physical de-escalation techniques that include a wide range of bodily movements including but not limited to grasping, holding another person, and going down on knees, running, and walking. Must have the mental ability to exercise sound judgement under pressure. Must be able to handle frustrating or difficult clients and accommodate to ensure the best possible outcome. Must be able to lift up to 50 lbs. Location: Sevier County, Tennessee Apply today to work where we care about you as an employee and where your hard work makes a difference! Helen Ross McNabb Center is an Equal Opportunity Employer. The Center provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment. Helen Ross McNabb Center conducts background checks, driver's license record, degree verification, and drug screens at hire. Employment is contingent upon clean drug screen, background check, and driving record. Additionally, certain programs are subject to TB Screening and/or testing. Bilingual applicants are encouraged to apply. Compensation details: 16.61-16.61 Hourly Wage PIe785d3fbf0a9-3051
12/15/2025
Full time
Sevier County Customer Service and Benefits Specialist Help Others, Make a Difference, Save a Life. Do you want to make a difference in people's lives every day? Or help people navigate the tough spots in their life? And do it all while working where your hard work is appreciated? You have a lot of choices in where you work make the decision to work where you are valued! Join the McNabb Center Team as the Sevier Customer Service and Benefits Specialist today! The Sevier Customer Service and Benefits Specialist JOB SUMMARY Provides daily response to all phone calls directed to Sevier County Outpatient Services, including providing messages/notes to nurses for calls related to medication questions, answering questions of next scheduled medication appointments, rescheduling medication appointments, and other related phone calls. Maintain schedule for all Sevier clinic staff and prescribers in order to ensure productivity standards are met. Provide reminder phone calls to all patients 24 hours prior to medication appointments. Assist staff to meet set productivity standards within compliance of HRMC policy and procedures. Maintain medical charts, send items to be scanned into Centricity to Medical Records at Children and Youth Center, as well as Adult Center. Complete all client benefits requirements at intake and overall make the intake process more efficient. Will manage Intake Log, Magellan Reporting, and Client Compliance. Will manage co pays with cash and credit cards. Will keep up with all pay sources to ensure they are current and correctly recorded in EMR. Will be up to date on CNF forms and send to scanning. JOB DUTIES/RESPONSIBILITIES This job description is not intended to be all-inclusive; and employee will also perform other reasonably related job responsibilities as assigned by immediate supervisor and other management as required. This organization reserves the right to revise or change job duties as the need arises. Moreover, management reserves the right to change job descriptions, job duties, or working schedules based on their duty to accommodate individuals with disabilities. This job description does not constitute a written or implied contract of employment. 1. Maintain schedule for all IST staff prescribers. Input/print out necessary information in EMR for scheduling purposes on a daily basis. Provide reminder phone call to client/family 24 hours prior to appointment on a daily basis. Maintain cancellation list for filling in appointment purposes and update daily. Discuss with the staff prescribers any time there is a change made to the schedule throughout the day. Will be in the reception area for the first appointment of the day and stay until the last appointment has left the area or as assigned by supervisor. 2. Manage all phone calls and messages for scheduling, nurses, and staff psychiatrists. Answer all phone calls from 8AM to 5 PM (or as assigned) Monday- Friday. Correctly scribe and direct all messages to the necessary staff or extension as evidenced by no reported consumer/staff concerns in this area. Triage priority of all calls throughout the day. 3. Health Care Record Maintenance/Productivity Completes benefits portion of intake process and manages Intake Log. Sends healthcare documents to be scanned by Medical Record staff at Children and Youth and Adult Center within two business days of receipt. Knowledgeable in HIM/Custodian of Record procedures and chart storage locations Enters Health Care information related to reimbursement into the Centers database accurately and within two business days of receipt, i.e. (intake documents & information.) 4. Demonstrates and maintains a positive work climate and the overall team effort of the program. Demonstrates a consideration and concern for fellow workers and their jobs and promotes harmonious relationships and attitudes. Accepts additional assignments and/or changes in assignment and/or work. Promotes an environment in which cultural diversity and the customs, beliefs and values of the individual are respected. Maintains a professional appearance at all times. Responds professionally to those who enter the building, or calls into the Center. COMPENSATION: Starting salary for this position is approximately $16.61 /hr based on relevant experience and education. QUALIFICATIONS - Sevier Customer Service and Benefits Specialist Experience: Previous experience working face to face with individuals in an office/clinic setting. Education / Knowledge : High School diploma or equivalent degree or experience in the area of reception, administrative duties, scheduling responsibilities. Abilities: Must be capable of assisting in utilizing non-violent methods of crisis intervention including Handle with Care. (training provided) This position requires certification in and adequate implementation of verbal and physical de-escalation techniques that include a wide range of bodily movements including but not limited to grasping, holding another person, and going down on knees, running, and walking. Must have the mental ability to exercise sound judgement under pressure. Must be able to handle frustrating or difficult clients and accommodate to ensure the best possible outcome. Must be able to lift up to 50 lbs. Location: Sevier County, Tennessee Apply today to work where we care about you as an employee and where your hard work makes a difference! Helen Ross McNabb Center is an Equal Opportunity Employer. The Center provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment. Helen Ross McNabb Center conducts background checks, driver's license record, degree verification, and drug screens at hire. Employment is contingent upon clean drug screen, background check, and driving record. Additionally, certain programs are subject to TB Screening and/or testing. Bilingual applicants are encouraged to apply. Compensation details: 16.61-16.61 Hourly Wage PIe785d3fbf0a9-3051
Underwriting Operations Specialist
Ryan Specialty Richmond, Virginia
Position Summary The Underwriting Operations Specialist provides technical rating and policy issuance support for routine to moderately complex transactions in underwriting. They work closely with agents, process mid-term premium and non-premium bearing endorsements, and ensure compliance with underwriting policies and procedures. What will your job entail? Job Responsibilities: • Provides support to underwriters, wholesalers, and other stakeholders regarding policy-related inquiries, issues or requests. • Process and issue mid-term premium and endorsement transactions. • Processes requests for policy cancellations or terminations, verifies cancellation reasons, calculates any applicable refunds or penalties, and updates policy records. • Ensures all state-specific insurance requirements are satisfied with special forms, advance notice requirements, and special wording. • Ensures all policy documents are accurately prepared and distributed to policy holders in a timely manner. • Provides support to underwriters regarding policy subjectivities and inspection recommendation compliance. • Updates and maintains policy data accurately in the company's computer systems or databases by updating policy information as needed and ensures data integrity across various systems. • Collaborates with other departments to ensure seamless coordination of policy - related activities and processes. • Possess a good understanding of Commercial Property underwriting procedures and concepts. Stay updated with changes in underwriting guidelines and procedures. Work Experience and Education: Bachelor's degree with a preference in Risk Management or Business 3+ years of related experience Licenses & Certifications: Chartered Property Casualty Underwriter (CPCU), Associate in Commercial Underwriting (AU), Associate in Personal Insurance or Certified Insurance Counselor (CIC) or Associate in Risk Management (ARM) is preferred Technical/Functional Skills: Risk Assessment Computer Proficiency Regulatory Compliance Knowledge of Underwriting Guidelines Documentation Behavioral Skills: Decision Making Problem-Solving Adaptability Effective Communication Continuous Learning Teamwork Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment. How We Support Our Teammates Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them - and their family members - achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more. The target salary range for this position is $78,050.00 - $80,000.00 annually. The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
12/15/2025
Full time
Position Summary The Underwriting Operations Specialist provides technical rating and policy issuance support for routine to moderately complex transactions in underwriting. They work closely with agents, process mid-term premium and non-premium bearing endorsements, and ensure compliance with underwriting policies and procedures. What will your job entail? Job Responsibilities: • Provides support to underwriters, wholesalers, and other stakeholders regarding policy-related inquiries, issues or requests. • Process and issue mid-term premium and endorsement transactions. • Processes requests for policy cancellations or terminations, verifies cancellation reasons, calculates any applicable refunds or penalties, and updates policy records. • Ensures all state-specific insurance requirements are satisfied with special forms, advance notice requirements, and special wording. • Ensures all policy documents are accurately prepared and distributed to policy holders in a timely manner. • Provides support to underwriters regarding policy subjectivities and inspection recommendation compliance. • Updates and maintains policy data accurately in the company's computer systems or databases by updating policy information as needed and ensures data integrity across various systems. • Collaborates with other departments to ensure seamless coordination of policy - related activities and processes. • Possess a good understanding of Commercial Property underwriting procedures and concepts. Stay updated with changes in underwriting guidelines and procedures. Work Experience and Education: Bachelor's degree with a preference in Risk Management or Business 3+ years of related experience Licenses & Certifications: Chartered Property Casualty Underwriter (CPCU), Associate in Commercial Underwriting (AU), Associate in Personal Insurance or Certified Insurance Counselor (CIC) or Associate in Risk Management (ARM) is preferred Technical/Functional Skills: Risk Assessment Computer Proficiency Regulatory Compliance Knowledge of Underwriting Guidelines Documentation Behavioral Skills: Decision Making Problem-Solving Adaptability Effective Communication Continuous Learning Teamwork Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment. How We Support Our Teammates Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them - and their family members - achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more. The target salary range for this position is $78,050.00 - $80,000.00 annually. The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

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