Mowat Mackie & Anderson Jobs

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  • Investment Counselor (Financial Advisor Alternative)

    Fisher Investments 3.9company rating

    Remote or Dallas, TX Job

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Your Qualifications: 2+ years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $98k-174k yearly est. 17d ago
  • Machinist - Level 2

    Honeywell 4.5company rating

    Urbana, OH Job

    As a Machinist Level 2 here at Honeywell, you will be responsible for operating and maintaining various machines to produce precision parts for aerospace applications. You will play a crucial role in ensuring the quality and accuracy of the machined components. With your expertise in machining, you will contribute to the success of our aerospace business. You will report directly to our Production Supervisor, and you'll work out of our Urbana, OH location. In this role, you will impact the production process by operating and maintaining machines to produce high-quality precision parts. Your attention to detail and adherence to quality standards will be essential in meeting customer requirements and ensuring the reliability of our aerospace products. KEY RESPONSIBILITIES Operate and maintain various machines to produce precision parts Read and interpret blueprints, engineering drawings, and specifications Perform quality checks to ensure parts meet specifications Troubleshoot and resolve machining issues Collaborate with cross-functional teams to optimize production processes BENEFITS OF WORKING FOR HONEYWELL In addition to a competitive salary, leading-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. For more information visit: click here The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates. U.S. PERSON REQUIREMENTS Due to compliance with U.S. export control laws and regulations, candidate must be a U.S. Person, which is defined as, a U.S. citizen, a U.S. permanent resident, or have protected status in the U.S. under asylum or refugee status. YOU MUST HAVE Minimum of 2 years of experience as a machinist Proficiency in operating and maintaining various machining equipment Strong attention to detail and ability to interpret technical drawings Ability to conduct quality assessments of machined products according to blueprints and drawings. WE VALUE High school diploma or GED Technical certification in machining or related field Experience in aerospace or manufacturing industry Knowledge of CNC programming and operation Strong problem-solving and troubleshooting skills ABOUT HONEYWELL Honeywell International Inc. (Nasdaq: HON) invents and commercializes technologies that address some of the world's most critical challenges around energy, safety, security, air travel, productivity, and global urbanization. We are a leading software-industrial company committed to introducing state of the art technology solutions to improve efficiency, productivity, sustainability, and safety in high growth businesses in broad-based, attractive industrial end markets. Our products and solutions enable a safer, more comfortable, and more productive world, enhancing the quality of life of people around the globe. Learn more about Honeywell: click here THE BUSINESS UNIT Honeywell Aerospace Technologies (AT) is a leading provider of aerospace products and services. Our solutions create healthier air travel, more fuel-efficient and better-maintained aircraft, more direct and on-time flight arrivals, safer skies and airports, and more comfortable flights. We are committed to delivering innovative and reliable aerospace technologies that shape the future of air travel. To learn more, please visit click here. Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status. Learn more about inclusion and diversity: click here. Additional Information JOB ID: HRD256679 Category: Integrated Supply Chain Location: 550 State Rte 55 PO Box 247,Urbana,Ohio,43078,United States Nonexempt Due to US export control laws, must be a US citizen, permanent resident or have protected status. Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.
    $33k-44k yearly est. 30d ago
  • Financial Consultant

    Fisher Investments 3.9company rating

    Remote or Portland, OR Job

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Your Qualifications: 2+ years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience A thoughtful consultative approach with an emphasis on client focus Compensation: $85,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $85k-130k yearly 3d ago
  • Sr. Parcel Conveyors Systems Design Engineer w/ Relocation Assistance

    Honeywell 4.5company rating

    Mason, OH Job

    Join the industry leader to design the next generation of breakthroughs Create innovative solutions for warehouse automation challenges In this role you will use your creativity and knowledge of conveyor fundamentals to design innovative and efficient solutions to our customers' material handling needs. You will work with both sales and customers to understand project requirements, then meet those needs with mechanical designs for both new conveyor systems and modifications to existing systems. You will take ownership of your design throughout the pre-sale process, coordinating a cross functional team through cost estimating, proposal document creation and leadership approvals. Responsibilities: - Translate customer needs to usable design requirements - Design systems utilizing Honeywell standard offerings and outside purchased products - Balance design optimization with customer budgetary constraints - Ensure cost and schedule estimates are consistent with historical company performance - Assist in writing proposals that are both technically correct and easily readable by customers - Support Sales in customer meetings throughout proposal cycle YOU MUST HAVE Bachelor's degree from an accredited institution in a technical discipline such as the sciences, technology, engineering or mathematics 8 years of relevant experience in the material handling industry Conveyor Systems experience (For example Case Conveyor, Pallet Conveyor, Bulk Flow Conveyor, ASRS, Robotics) Proficiency in AutoCAD Proficiency in Microsoft Office WE VALUE Bachelor's Degree in Mechanical Engineering or equivalent technical degree FedEx Conveyor System Design Experience\ Material handling or related experience strongly preferred Proficiency in PLM (Product Lifecycle Management) A passion for continuous improvement and innovation An open, honest, and team-oriented personality Willingness to learn new technologies Creativity Good verbal communication skills Presentation skills #FedEx #LI #Conveyor #Design Additional Information JOB ID: HRD252869 Category: Engineering Location: 7901 Innovation Way,Mason,Ohio,45040,United States Exempt Engineering (GLOBAL) Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.
    $42k-71k yearly est. 3d ago
  • Pension Team Manager

    Kerkering Barberio & Co 4.2company rating

    Remote or Florida Job

    Benefits: 401(k) matching Dental insurance Health insurance Paid time off Training & development Tuition assistance Vision insurance Position Overview: The Team Manager is a position experienced and certified in the pension services industry. The position provides quality technical and consulting service in all aspects of pension administration and compliance to the business's internal staff and client base, reviews work of staff, helps update and create internal procedures and controls, works independently and takes responsibility for assigned plans. Performance is evaluated based on quality and accuracy of work, application of practice knowledge, the ability to meet time and budget constraints, as well as client and internal deadlines, and internal and external client service. Essential Functions: Assist in the management of 3-6 staff members Reviews and corrects work prepared by assigned staff Oversees team productivity monitoring, including weekly report generation Corresponds with clients and resolves any issues Research pension issues as they arise Assists with the training of new hires and mentors current employees Keep current with new regulations and proposed legislation Assist with design and consulting services for plans assigned to the team Performs general plan accounting and administration including, but not limited to: Calculates contributions and monitors deposits. Calculates loan amounts and payments. Calculates distributions and prepares necessary documentation. Monitors eligibility and vesting. Prepares plan valuations. Prepares government forms Other Functions: Develops an understanding of and adheres to Firm policies and procedures including (as appropriate) Firm's Quality Control document. Pursues training and upgrading of skills, including related professional certifications from ASPPA, IFEBP, or NIPA, as appropriate. Has a solid knowledge and understanding of the services and products offered by the KBPS. Other duties as assigned. Required Experience and Skills: Minimum 4 years of comprehensive experience in pension administration and ERISA compliance. Strong computer skills in the areas of word processing, spreadsheets and database management. Proven reconciliation and trust accounting skills. Ability to read and understand plan documents and investment statements. Proficient verbal and written communication skills. Conducts self with integrity in a responsible, professional manner and appearance. Excellent organizational and time management skills. Ability to work independently. Willingness to self-study. Strong interpersonal skills for interaction with staff and clients. Educational/Professional Requirements: Bachelor's degree in Business Administration, Management, Human Resources, Accounting or other related field is required or the equivalent related technical and professional experience. Currently holds and maintains Qualified 401(k) Administrator (QKA). Qualified Pension Administrator (QPA) is encouraged. Working Requirements: Occasional overtime is expected throughout the year and is required during peak periods. Safety: Minimal hazards. General office working conditions. May be required to lift files/boxes in the range of 10-20 pounds. KB Pension Services, Inc. is an Equal Opportunity Employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or other non-merit factors. We respect each of our employees' unique abilities and are committed to offering an environment that does not tolerate discrimination or harassment based off any of these characteristics. This is a remote position. Compensación: $80,000.00 - $105,000.00 per year Kerkering, Barberio & Co. has been recognized by the Tampa Bay Business Journal as the #7 firm on their 2023 Top Accounting Firms; 2022 Best of SRQ Platinum Winner: Best CPA Firm; Top 300 Firms, MOVE - Best Firm for Women and Equity Leadership 2022; Top 25 Most Generous Workplaces in Sarasota, United Way Suncoast and more. Kerkering Barberio has three offices: downtown Sarasota, Tampa, and Lakewood Ranch. Our headquarters is in Sarasota, where we have the honor of enjoying in one of Money Magazine's “Best Small Cities to Live.” As a Firm, we work in a progressive business atmosphere that embraces work/life balance, is on the leading edge of technology and strongly supports the training and advancement of our staff through company paid professional development, paid licenses and professional dues, tuition reimbursement, production bonuses, the opportunity to bank time, and a competitive compensation package. For individuals who aspire for a career in public accounting, Kerkering Barberio can provide the best of both worlds. Rich with culture, our small-town location is great for a more relaxed lifestyle without forgoing recreational and entertainment value. In addition, the array of services offered by our firm makes us more comparable to a Big Four environment than to the typical local practice, providing greater career growth and diversity. Kerkering Barberio is a unique professional option.
    $80k-105k yearly 60d+ ago
  • Implementation Specialist

    Kerkering Barberio & Co 4.2company rating

    Remote or Sarasota, FL Job

    Implementation Specialist is a position experienced in the pension services industry. The primary function is to provide quality service in onboarding new clients and assisting current clients in the conversion of investment platforms. The Implementation Specialist works independently and takes responsibility for assigned plans. Performance is evaluated based on quality and accuracy of work, application of practice knowledge, the ability to meet time and budget constraints, as well as client and internal deadlines, and internal and external client service. Essential Functions: 1. Assist KBPS Management, Plan Sponsors, brokers and investment providers with implementation support. Participate in conference calls between investment providers and plan sponsors. Confirm KBPS documentation is prepared, and signed copies are returned. Obtain copy of Fidelity Bond or assist in requesting a quote. Obtain/track prior years valuation/5500. 2. Maintain implementation timeline. 3. Assist client and client's staff outlining set-up and on-going data submission. 4. Upload forms and census information to investment providers. 5. Create Plan on Relius Administration System and upload conversion balances. 6. Address pension issues as they arise with management. 7. Review plan provisions to ensure the accurate restatement of retirement plan documents. 8. May provide training and direction to Assistant Administrator. Other Functions: 1. Develops an understanding of and adheres to Firm policies and procedures including (as appropriate) Firm's Quality Control document. 2. Pursues training and upgrading of skills, including professional certifications from the American Society of Pension Professionals & Actuaries (ASPPA), as appropriate. 3. Has a solid knowledge and understanding of the services and products offered by KBPS. 4. Other duties as may be assigned. Required Experience and Skills: 1. 2 - 4 years of experience in pension administration. 2. Strong ability in windows-based word processing, spreadsheet and database management. 3. Relius knowledge is strongly preferred. 4. Ability to read and understand Plan Documents and investment statements. 5. Proficient verbal and written communication skills. 6. Conducts himself/herself with integrity in a responsible, professional manner and appearance. 7. Excellent organizational and time management skills. 8. Ability to work independently. 9. Willingness to self-study. Educational/Professional Requirements: 1. Minimum of a high school education required. Some college education or secondary training preferred. 2. Currently holds Retirement Plan Fundamentals (RPF) certificate. Qualified 401(k) Administrator (QKA) certification is encouraged. Working Requirements: 1. Travel for meetings with clients or to attend seminars (including over-night) or staff meetings using a personal vehicle is likely. 2. Occasional overtime is expected throughout the year and heavy overtime is required during peak periods. Safety: 1. Minimal hazards. 2. General office working conditions. 3. May be required to lift files/boxes in the range of 10-20 pounds. This does not list all required duties. You may be asked to perform other tasks as necessary. Your performance will be evaluated, in part, based on your handling of duties listed in this . Management has the right to revise this at any time. The job description is not a contract for employment, and either you or KB Pension may terminate your employment at any time. Kerkering, Barberio & Co. is an Equal Opportunity Employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or other non-merit factors. We respect each of our employees' unique abilities and are committed to offering an environment that does not tolerate discrimination or harassment based off any of these characteristics. This is a remote position. Kerkering, Barberio & Co. has been recognized by the Tampa Bay Business Journal as the #7 firm on their 2023 Top Accounting Firms; 2022 Best of SRQ Platinum Winner: Best CPA Firm; Top 300 Firms, MOVE - Best Firm for Women and Equity Leadership 2022; Top 25 Most Generous Workplaces in Sarasota, United Way Suncoast and more. Kerkering Barberio has three offices: downtown Sarasota, Tampa, and Lakewood Ranch. Our headquarters is in Sarasota, where we have the honor of enjoying in one of Money Magazine's “Best Small Cities to Live.” As a Firm, we work in a progressive business atmosphere that embraces work/life balance, is on the leading edge of technology and strongly supports the training and advancement of our staff through company paid professional development, paid licenses and professional dues, tuition reimbursement, production bonuses, the opportunity to bank time, and a competitive compensation package. For individuals who aspire for a career in public accounting, Kerkering Barberio can provide the best of both worlds. Rich with culture, our small-town location is great for a more relaxed lifestyle without forgoing recreational and entertainment value. In addition, the array of services offered by our firm makes us more comparable to a Big Four environment than to the typical local practice, providing greater career growth and diversity. Kerkering Barberio is a unique professional option.
    $59k-81k yearly est. 4d ago
  • In Charge Paraprofessional

    Kerkering Barberio & Co 4.2company rating

    Remote or Sarasota, FL Job

    Benefits: 401(k) 401(k) matching Competitive salary Dental insurance Flexible schedule Health insurance Opportunity for advancement Paid time off Parental leave Training & development Tuition assistance Vision insurance Wellness resources Position Overview: The In-Charge Accountant - Paraprofessional is an individual who has demonstrated the ability to carry out the duties of a full-charge bookkeeper in most basic engagements. In addition, they take responsibility for routine engagements. Performance is evaluated based on quality and accuracy of work, application of accounting, payroll, sales tax and local tax knowledge, and the ability to meet time and budget constraints, as well as client deadlines. Essential Functions: Records transactions in ledgers, prepares trial balances and financial statements using computer programs. Reconciles accounts. Meets time and budget constraints and client deadlines. Performs schedule computations of accruals, property, and equipment, and calculates depreciation expense. Calculates payroll tax, sales, or other local tax if applicable. May prepare personal, corporate, partnership and S-corp. tax returns. Assists with proofing financial statements, tax returns and other documents. Assists in the training of other In-Charge - Paraprofessionals. Communicates with client, as requested, in an efficient and professional manner. Performs other accounting and tax duties as needed in engagements. Other Functions: Develops an understanding of and adheres to Firm policies and procedures including (as appropriate) Firm's Quality Control document. Assumes responsibility (under supervision) for small engagements and those of a recurring nature. Pursues continuing professional education and upgrading of accounting skills, including attending CPE, reading national, professional, and local business journals and publications, staying familiar with pronouncements from the IRS, Congress, the AICPA, etc. Maintains knowledge of the AICPA Code of Professional Conduct (as appropriate for position). Understands the importance of practice development and establishes relationships in local civic, charitable, business, and other organizations. Achieves minimum annual productivity budget for chargeable hours, chargeable percent, and realization. Other duties as may be assigned. Required Experience and Skills: Proficiency with computer accounting programs (PeachTree, QuickBooks, Creative Solutions), spreadsheets, and word processing. Demonstrates sound critical thinking, professional judgment, and decision-making skills. Current knowledge of accounting principles and federal, state, and local tax regulations as applicable to In-Charge - Paraprofessional duties. Effective verbal and written communication skills. Conducts themselves with integrity in a responsible, professional manner and appearance. Excellent organizational skills. Required Education: High school diploma or accounting certificate preferred Required Experience: 2 years progressive experience in bookkeeping Flexible work from home options available. Compensation: $25.00 - $28.00 per hour Kerkering, Barberio & Co. has been recognized by the Tampa Bay Business Journal as the #7 firm on their 2023 Top Accounting Firms; 2022 Best of SRQ Platinum Winner: Best CPA Firm; Top 300 Firms, MOVE - Best Firm for Women and Equity Leadership 2022; Top 25 Most Generous Workplaces in Sarasota, United Way Suncoast and more. Kerkering Barberio has three offices: downtown Sarasota, Tampa, and Lakewood Ranch. Our headquarters is in Sarasota, where we have the honor of enjoying in one of Money Magazine's “Best Small Cities to Live.” As a Firm, we work in a progressive business atmosphere that embraces work/life balance, is on the leading edge of technology and strongly supports the training and advancement of our staff through company paid professional development, paid licenses and professional dues, tuition reimbursement, production bonuses, the opportunity to bank time, and a competitive compensation package. For individuals who aspire for a career in public accounting, Kerkering Barberio can provide the best of both worlds. Rich with culture, our small-town location is great for a more relaxed lifestyle without forgoing recreational and entertainment value. In addition, the array of services offered by our firm makes us more comparable to a Big Four environment than to the typical local practice, providing greater career growth and diversity. Kerkering Barberio is a unique professional option.
    $20k-23k yearly est. 20d ago
  • Tax Manager / International Tax Team

    Kerkering Barberio & Co 4.2company rating

    Remote or Sarasota, FL Job

    Benefits: 401(k) 401(k) matching Company parties Competitive salary Dental insurance Flexible schedule Free food & snacks Health insurance Opportunity for advancement Paid time off Parental leave Training & development Tuition assistance Vision insurance Title: Tax Manager / International Tax Team Location: Sarasota, FL Kerkering, Barberio & Co. is seeking a Tax Manager to practice in the Sarasota area as part of our International Tax Team. The ideal candidate has worked with complex tax returns for U.S. residents with foreign disclosures, has technical and applied experience, enjoys figuring out complex scenarios, and is comfortable navigating ambiguous tax laws. The position requires a high level of client contact. Knowledge, Skills, Abilities: Experience in identifying and resolving issues in the course of managing offshore compliance engagements. Facilitates and manages preparation and review of engagements with complex foreign issues. Oversees and reviews preparation of Forms 5471, 8992, 8865, 8************** and 1116/1118 and other related required disclosure statements. Possesses solid comprehension of foreign tax issues such as tax credit calculations and limitations, mutual fund reporting, non-U.S. pension reporting, foreign trust issues, GILTI calculations and the TCJA rules relating to international tax. Required Experience: 7 years progressive experience in public accounting License/Certification: CPA Kerkering Barberio has been a leader in International Tax in the Florida Gulf Coast region for over 50+ years. The firm works with clients throughout the world, including their financial advisors and attorneys. Please see our website at ************* for more information. This is a remote position. Compensation: $94,000.00 - $130,000.00 per year Kerkering, Barberio & Co. has been recognized by the Tampa Bay Business Journal as the #7 firm on their 2023 Top Accounting Firms; 2022 Best of SRQ Platinum Winner: Best CPA Firm; Top 300 Firms, MOVE - Best Firm for Women and Equity Leadership 2022; Top 25 Most Generous Workplaces in Sarasota, United Way Suncoast and more. Kerkering Barberio has three offices: downtown Sarasota, Tampa, and Lakewood Ranch. Our headquarters is in Sarasota, where we have the honor of enjoying in one of Money Magazine's “Best Small Cities to Live.” As a Firm, we work in a progressive business atmosphere that embraces work/life balance, is on the leading edge of technology and strongly supports the training and advancement of our staff through company paid professional development, paid licenses and professional dues, tuition reimbursement, production bonuses, the opportunity to bank time, and a competitive compensation package. For individuals who aspire for a career in public accounting, Kerkering Barberio can provide the best of both worlds. Rich with culture, our small-town location is great for a more relaxed lifestyle without forgoing recreational and entertainment value. In addition, the array of services offered by our firm makes us more comparable to a Big Four environment than to the typical local practice, providing greater career growth and diversity. Kerkering Barberio is a unique professional option.
    $94k-130k yearly 60d+ ago
  • Tax Supervisor

    Kerkering Barberio & Co 4.2company rating

    Remote or Sarasota, FL Job

    Benefits: 401(k) 401(k) matching Bonus based on performance Company parties Competitive salary Dental insurance Donation matching Flexible schedule Free food & snacks Health insurance Opportunity for advancement Paid time off Parental leave Training & development Tuition assistance Vision insurance Position Overview:The Tax Supervisor is an accountant capable of taking responsibility for most engagements, capable of supervising concurrent engagements, and has demonstrated advanced technical, professional, and personal skills. Performance is evaluated based on quality and accuracy of work, application of accounting and tax knowledge, supervision of Staff, In-Charge and Senior level personnel as assigned, and the ability to meet time and budget constraints, as well as client deadlines. Essential Functions: Performs a broad range of accounting and tax assignments, and assumes responsibility of engagements, so that direct participation of Managers and Shareholders is kept to a minimum. Demonstrates competency in technical skills, work quality, and application of professional and Firm standards. Meets time and budget constraints and client deadlines. Participates in planning and scheduling client engagements. Directs, instructs, and trains Staff, In-Charge and Senior accountants, where applicable. Prepares personal tax returns, including those that are more complex. Prepares business tax returns, including those that are more complex. Follows review notes, makes corrections as requested, and minimizes future incidents of corrections. Reviews and corrects tax returns and financial statements as prepared by fellow staff members. Follows up on post-April 15th work required such as NOL carrybacks, amended returns, etc. Participates in client solutions and communication. Prepares correspondence to clients and regulatory agencies for approval and signature of Manager or Shareholder. Communicates with client and team members, as requested, in an efficient and professional manner. Drafts accountant reports and financial statements, including notes and disclosures when appropriate, in accordance with professional standards. Conducts research as needed. Other Functions: Develops an understanding of and adheres to Firm policies and procedures including (as appropriate) Firms' Quality Control document. Assumes primary responsibility (under supervision) for engagements. Pursues continuing professional education and upgrading of accounting skills, including attending CPE, reading national, professional, and local business journals and publications, staying familiar with pronouncements from the IRS, Congress, the AICPA, etc. Maintains knowledge of the AICPA Code of Professional Conduct (as appropriate for position). Participates in local civic, charitable, business, and other organizations. Achieves at least minimum annual productivity budget for chargeable hours, chargeable percent, and realization. Demonstrates the ability and desire to secure new business for the Firm. Effectively bills and collects charges from clients for whom the Supervisor acts as the Bill Manager and/or Primary Partner. Performs other duties as assigned. Required Experience and Skills: Proficiency with computer tax programs, spreadsheets, and word processing. Demonstrates sound critical thinking, professional judgment, and decision-making skills. Current knowledge of accounting principles and federal, state, and local tax regulations. Displays the self-motivation to ask for and successfully complete the types of assignments and special projects that will further increase technical skills, especially if required for a specific area of expertise. Effective verbal and written communication skills Conducts themselves with integrity in a responsible, professional manner and appearance. Excellent organizational and time management skills. Required Education: Bachelor's in accounting or related field Required Experience: 5 years progressive experience in public accounting License/Certification: CPA preferred Working Requirements: Occasional travel for meeting with clients or to attend seminars or staff meeting using a personal vehicle is likely. Occasional overtime is expected throughout the year and heavy overtime is required from January through April. Flexible work from home options available. Compensation: $80,000.00 - $102,000.00 per year Kerkering, Barberio & Co. has been recognized by the Tampa Bay Business Journal as the #7 firm on their 2023 Top Accounting Firms; 2022 Best of SRQ Platinum Winner: Best CPA Firm; Top 300 Firms, MOVE - Best Firm for Women and Equity Leadership 2022; Top 25 Most Generous Workplaces in Sarasota, United Way Suncoast and more. Kerkering Barberio has three offices: downtown Sarasota, Tampa, and Lakewood Ranch. Our headquarters is in Sarasota, where we have the honor of enjoying in one of Money Magazine's “Best Small Cities to Live.” As a Firm, we work in a progressive business atmosphere that embraces work/life balance, is on the leading edge of technology and strongly supports the training and advancement of our staff through company paid professional development, paid licenses and professional dues, tuition reimbursement, production bonuses, the opportunity to bank time, and a competitive compensation package. For individuals who aspire for a career in public accounting, Kerkering Barberio can provide the best of both worlds. Rich with culture, our small-town location is great for a more relaxed lifestyle without forgoing recreational and entertainment value. In addition, the array of services offered by our firm makes us more comparable to a Big Four environment than to the typical local practice, providing greater career growth and diversity. Kerkering Barberio is a unique professional option.
    $80k-102k yearly 60d+ ago
  • Audit Supervisor

    Kerkering Barberio & Co 4.2company rating

    Remote or Sarasota, FL Job

    Benefits: 401(k) 401(k) matching Bonus based on performance Company parties Competitive salary Dental insurance Flexible schedule Free food & snacks Health insurance Opportunity for advancement Paid time off Parental leave Training & development Tuition assistance Vision insurance Position Overview: The Supervisor is an accountant capable of taking responsibility for most engagements, capable of supervising concurrent engagements, and has demonstrated advanced technical, professional, and personal skills. Performance is evaluated based on quality and accuracy of work, application of accounting and auditing knowledge, supervision of Staff, In-Charge and Senior level personnel as assigned, and the ability to meet time and budget constraints, as well as client deadlines. Essential Functions: Assumes full responsibility for supervising engagements and special assignments using established department policies and procedures. Demonstrates competency in technical skills, work quality, and application of professional and Firm standards. Meets time and budget constraints and client deadlines. Coordinates various phases of engagement, plans engagement, budgets time and expenses, and monitors actual performance against budget. Reviews working papers for accuracy and completeness, and reviews financial statements for suitability of presentation and adequacy of disclosures. Resolves accounting and auditing problems as they arise. Provides supervision and on-the-job training to staff assigned to engagement. Studies and evaluates clients' internal controls. Assigns work to staff members based on their knowledge and capabilities. Supports training of staff members, offers guidance and direction, gives constructive criticism of working papers. Ensures that working papers, financial statements, and required communications are prepared in accordance with generally accepted professional and Firm standards. Communicates engagement's progress, problems, resolutions, financial information, and other business concerns to the client, team members, and other business units. Participates in client meetings as required. Reviews with Manager or Shareholder significant findings that raise questions involving accounting principles or statement presentation. Prepares or reviews financial statements, notes, schedules, and management letters for later discussion between Manager or Shareholder and the client. Other Functions: Develops an understanding of and adheres to Firm policies and procedures including (as appropriate) Firm's Quality Control document. Pursues continuing professional education and upgrading of accounting skills, including attending CPE, reading national, professional, and local business journals and publications, staying familiar with pronouncements from the IRS, Congress, the AICPA, etc. Maintains knowledge of the AICPA Code of Professional Conduct (as appropriate for position). Participates in local civic, charitable, business, and other organizations. Achieves at least minimum annual productivity budget for chargeable hours, chargeable percent, and realization. Demonstrated ability and desire to secure new business for the Firm. Effectively bills and collects charges from clients for whom the Supervisor acts as the Bill Manager and/or Primary Partner. Performs other duties as assigned. Required Experience and Skills: Proficiency with computer audit programs, spreadsheets, and word processing. Demonstrates sound critical thinking, professional judgment, and decision-making skills. Current knowledge of accounting principles. Displays the self-motivation to ask for and successfully complete the types of assignments and special projects that will further increase technical skills, especially if required for a specific area of expertise. Effective verbal and written communication skills Conducts themselves with integrity in a responsible, professional manner and appearance. Excellent organizational and time management skills. Required Education: Bachelor's in accounting or related field Required Experience: 5 years progressive experience in public accounting License/Certification: CPA preferred Working Requirements: Frequent same day travel for work at client's offices, meetings and seminars using a personal vehicle. Occasional overtime is expected throughout the year and heavy overtime is required from February through April and August through October. Flexible work from home options available. Compensation: $82,000.00 - $95,000.00 per year Kerkering, Barberio & Co. has been recognized by the Tampa Bay Business Journal as the #7 firm on their 2023 Top Accounting Firms; 2022 Best of SRQ Platinum Winner: Best CPA Firm; Top 300 Firms, MOVE - Best Firm for Women and Equity Leadership 2022; Top 25 Most Generous Workplaces in Sarasota, United Way Suncoast and more. Kerkering Barberio has three offices: downtown Sarasota, Tampa, and Lakewood Ranch. Our headquarters is in Sarasota, where we have the honor of enjoying in one of Money Magazine's “Best Small Cities to Live.” As a Firm, we work in a progressive business atmosphere that embraces work/life balance, is on the leading edge of technology and strongly supports the training and advancement of our staff through company paid professional development, paid licenses and professional dues, tuition reimbursement, production bonuses, the opportunity to bank time, and a competitive compensation package. For individuals who aspire for a career in public accounting, Kerkering Barberio can provide the best of both worlds. Rich with culture, our small-town location is great for a more relaxed lifestyle without forgoing recreational and entertainment value. In addition, the array of services offered by our firm makes us more comparable to a Big Four environment than to the typical local practice, providing greater career growth and diversity. Kerkering Barberio is a unique professional option.
    $82k-95k yearly 60d+ ago
  • Financial Counselor

    Fisher Investments 3.9company rating

    Remote or Vancouver, WA Job

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Your Qualifications: 2+ years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience A thoughtful consultative approach with an emphasis on client focus Compensation: $85,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $85k-130k yearly 3d ago
  • Machinist - Level 2

    Honeywell 4.5company rating

    Urbana, OH Job

    Innovate to solve the world's most important challenges Produce high quality products and services for our customers. You will assemble and inspect product to ensure the highest quality product is provided to our customers. You will be responsible for your work area to ensure the safe and efficient operation of the area. You will set up and monitor the production of product in your area and participate in the continuous improvement process at the site to address safety, production and quality improvements. Key Responsibilities Operate assigned equipment. Participate in continuous improvement activities. Support the Honeywell Operating System Maintain work area for operation and cleanliness Comply with all safety rules. Record and report production data. Analyze data and production reports Set up and change over equipment U.S. PERSON REQUIREMENTS Due to compliance with U.S. export control laws and regulations, candidate must be a U.S. Person, which is defined as, a U.S. citizen, a U.S. permanent resident, or have protected status in the U.S. under asylum or refugee status. YOU MUST HAVE High School Diploma WE VALUE Ability to analyze information and concepts Ability to collaborate with others and work independently Ability to identify key details Ability to troubleshoot Good coordination, motor skills, and dexterity Creative thinking and idea generation Ability to communicate information clearly Additional Information JOB ID: HRD258082 Category: Integrated Supply Chain Location: 550 State Rte 55 PO Box 247,Urbana,Ohio,43078,United States Nonexempt Due to US export control laws, must be a US citizen, permanent resident or have protected status. Business Services Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.
    $33k-44k yearly est. 21d ago
  • Non-Profit Tax Accountant

    Kerkering Barberio & Co 4.2company rating

    Remote or Tampa, FL Job

    Benefits: 401(k) 401(k) matching Bonus based on performance Company parties Competitive salary Dental insurance Flexible schedule Free food & snacks Health insurance Opportunity for advancement Paid time off Parental leave Training & development Tuition assistance Vision insurance Wellness resources Non-Profit Tax Accountant Reports to: Team shareholder(s) FLSA: Exempt (when full time) Position Overview: You will play a key role in providing tax services to tax-exempt organizations and private foundations. This position involves collaborating with Shareholders and clients to develop customized tax strategies in the non-profit/tax-exempt environment for both compliance and planning purposes. Essential Functions: Specialized Tax Expertise: Handle a wide range of tax assignments with a focus on non-profit and tax-exempt organizations, including the preparation and review of specialized tax forms such as: Form 990: Return of Organization Exempt From Income Tax Form 990-PF: Return of Private Foundation Form 990-T: Exempt Organization Business Income Tax Return Form 1023: Application for Recognition of Exemption Under Section 501(c)(3) Form 1024: Application for Recognition of Exemption Under Section 501(a) for other tax-exempt organizations Client Relationship Management: Build and maintain strong relationships with non-profit clients by providing customized tax planning and compliance services. Understand and address the unique tax needs of public charities, private foundations, and other exempt entities. Engagement Management: Lead or participate in tax engagements related to non-profit organizations, ensuring that all work is completed in compliance with the latest tax laws and Firm standards. Technical Leadership: Provide expertise and guidance on tax issues specific to non-profits, including unrelated business income, excise taxes, and tax exemption criteria. Stay current with changes in tax laws impacting the non-profit sector. Problem Solving: Identify and address potential issues in engagements, particularly those involving complex non-profit tax rules, and collaborate with Shareholders and clients to develop effective solutions. Quality Assurance: Ensure the accuracy of tax returns and other deliverables related to non-profit engagements. Required Experience and Skills: Specialization in Non-Profit Taxation: Experience with non-profit and tax-exempt organization tax matters, including planning, compliance, and research, together with an understanding of the associated tax forms. Knowledge of Tax Rules Applicable to Tax-Exempt Organizations: At a minimum, foundational knowledge of federal and state tax laws affecting non-profit organizations. Required Education: Bachelor's in Accounting or a related field. License/Certification: CPA highly preferred. Working Requirements: Occasional travel for meeting with clients or to attend seminars or staff meeting using a personal vehicle is likely. Out-of-town travel with overnight stay is possible. Occasional overtime is expected throughout the year and more frequent overtime may be required from February through May and October through November. Safety: Minimal hazards. General office working conditions. May be required to lift files/boxes in the range of 10-20 pounds. Kerkering, Barberio & Co. is an Equal Opportunity Employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or other non-merit factors. We respect each of our employees' unique abilities and are committed to offering an environment that does not tolerate discrimination or harassment based off any of these characteristics. Flexible work from home options available. Compensation: $66,500.00 - $130,000.00 per year Kerkering, Barberio & Co. has been recognized by the Tampa Bay Business Journal as the #7 firm on their 2023 Top Accounting Firms; 2022 Best of SRQ Platinum Winner: Best CPA Firm; Top 300 Firms, MOVE - Best Firm for Women and Equity Leadership 2022; Top 25 Most Generous Workplaces in Sarasota, United Way Suncoast and more. Kerkering Barberio has three offices: downtown Sarasota, Tampa, and Lakewood Ranch. Our headquarters is in Sarasota, where we have the honor of enjoying in one of Money Magazine's “Best Small Cities to Live.” As a Firm, we work in a progressive business atmosphere that embraces work/life balance, is on the leading edge of technology and strongly supports the training and advancement of our staff through company paid professional development, paid licenses and professional dues, tuition reimbursement, production bonuses, the opportunity to bank time, and a competitive compensation package. For individuals who aspire for a career in public accounting, Kerkering Barberio can provide the best of both worlds. Rich with culture, our small-town location is great for a more relaxed lifestyle without forgoing recreational and entertainment value. In addition, the array of services offered by our firm makes us more comparable to a Big Four environment than to the typical local practice, providing greater career growth and diversity. Kerkering Barberio is a unique professional option.
    $66.5k-130k yearly 60d+ ago
  • Financial Consultant

    Fisher Investments 3.9company rating

    Remote or Dallas, TX Job

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Your Qualifications: 2+ years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $67k-101k yearly est. 17d ago
  • Investment Counselor (Financial Advisor Alternative)

    Fisher Investments 3.9company rating

    Remote or Arlington, TX Job

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Your Qualifications: 2+ years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $98k-174k yearly est. 17d ago
  • Non-Profit Tax Accountant

    Kerkering Barberio & Co 4.2company rating

    Remote or Sarasota, FL Job

    Benefits: 401(k) 401(k) matching Bonus based on performance Company parties Competitive salary Dental insurance Flexible schedule Free food & snacks Health insurance Opportunity for advancement Paid time off Parental leave Training & development Tuition assistance Vision insurance Wellness resources Non-Profit Tax Accountant Reports to: Team shareholder(s) FLSA: Exempt (when full time) Position Overview: You will play a key role in providing tax services to tax-exempt organizations and private foundations. This position involves collaborating with Shareholders and clients to develop customized tax strategies in the non-profit/tax-exempt environment for both compliance and planning purposes. Essential Functions: Specialized Tax Expertise: Handle a wide range of tax assignments with a focus on non-profit and tax-exempt organizations, including the preparation and review of specialized tax forms such as: Form 990: Return of Organization Exempt From Income Tax Form 990-PF: Return of Private Foundation Form 990-T: Exempt Organization Business Income Tax Return Form 1023: Application for Recognition of Exemption Under Section 501(c)(3) Form 1024: Application for Recognition of Exemption Under Section 501(a) for other tax-exempt organizations Client Relationship Management: Build and maintain strong relationships with non-profit clients by providing customized tax planning and compliance services. Understand and address the unique tax needs of public charities, private foundations, and other exempt entities. Engagement Management: Lead or participate in tax engagements related to non-profit organizations, ensuring that all work is completed in compliance with the latest tax laws and Firm standards. Technical Leadership: Provide expertise and guidance on tax issues specific to non-profits, including unrelated business income, excise taxes, and tax exemption criteria. Stay current with changes in tax laws impacting the non-profit sector. Problem Solving: Identify and address potential issues in engagements, particularly those involving complex non-profit tax rules, and collaborate with Shareholders and clients to develop effective solutions. Quality Assurance: Ensure the accuracy of tax returns and other deliverables related to non-profit engagements. Required Experience and Skills: Specialization in Non-Profit Taxation: Experience with non-profit and tax-exempt organization tax matters, including planning, compliance, and research, together with an understanding of the associated tax forms. Knowledge of Tax Rules Applicable to Tax-Exempt Organizations: At a minimum, foundational knowledge of federal and state tax laws affecting non-profit organizations. Required Education: Bachelor's in Accounting or a related field. License/Certification: CPA highly preferred. Working Requirements: Occasional travel for meeting with clients or to attend seminars or staff meeting using a personal vehicle is likely. Out-of-town travel with overnight stay is possible. Occasional overtime is expected throughout the year and more frequent overtime may be required from February through May and October through November. Safety: Minimal hazards. General office working conditions. May be required to lift files/boxes in the range of 10-20 pounds. Kerkering, Barberio & Co. is an Equal Opportunity Employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or other non-merit factors. We respect each of our employees' unique abilities and are committed to offering an environment that does not tolerate discrimination or harassment based off any of these characteristics. This is a remote position. Compensation: $66,500.00 - $130,000.00 per year Kerkering, Barberio & Co. has been recognized by the Tampa Bay Business Journal as the #7 firm on their 2023 Top Accounting Firms; 2022 Best of SRQ Platinum Winner: Best CPA Firm; Top 300 Firms, MOVE - Best Firm for Women and Equity Leadership 2022; Top 25 Most Generous Workplaces in Sarasota, United Way Suncoast and more. Kerkering Barberio has three offices: downtown Sarasota, Tampa, and Lakewood Ranch. Our headquarters is in Sarasota, where we have the honor of enjoying in one of Money Magazine's “Best Small Cities to Live.” As a Firm, we work in a progressive business atmosphere that embraces work/life balance, is on the leading edge of technology and strongly supports the training and advancement of our staff through company paid professional development, paid licenses and professional dues, tuition reimbursement, production bonuses, the opportunity to bank time, and a competitive compensation package. For individuals who aspire for a career in public accounting, Kerkering Barberio can provide the best of both worlds. Rich with culture, our small-town location is great for a more relaxed lifestyle without forgoing recreational and entertainment value. In addition, the array of services offered by our firm makes us more comparable to a Big Four environment than to the typical local practice, providing greater career growth and diversity. Kerkering Barberio is a unique professional option.
    $66.5k-130k yearly 60d+ ago
  • Financial Consultant

    Fisher Investments 3.9company rating

    Remote or Plano, TX Job

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Your Qualifications: 2+ years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $67k-101k yearly est. 17d ago
  • Investment Counselor (Financial Advisor Alternative)

    Fisher Investments 3.9company rating

    Remote or Garland, TX Job

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Your Qualifications: 2+ years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $98k-174k yearly est. 17d ago
  • Senior Tax Accountant

    Kerkering Barberio & Co 4.2company rating

    Remote or Tampa, FL Job

    Position Overview:Senior accountants perform most work assigned with minimum direction. They help staff and in-charge personnel as they may request when client issues arise. Seniors often lead lower-level personnel and instruct them on work to be performed, review work done, and direct necessary revisions. Seniors are required to make decisions on routine accounting and tax matters and are a resource for solutions on more complicated matters. Performance is evaluated based on quality and accuracy of work, application of accounting and tax knowledge, supervision of Staff and In-Charge level personnel as assigned, and the ability to meet time and budget constraints, as well as client deadlines. Essential Functions: Performs a broad range of accounting and tax assignments, and assumes responsibility of engagements, so that direct participation of Supervisors, Managers and Shareholders is kept to a minimum. Demonstrates competency in technical skills, work quality, and application of professional and Firm standards. Meets time and budget constraints and client deadlines. Participates in planning and scheduling client accounting and tax engagements. Directs, instructs, and trains Staff and In-Charge accountants, where applicable. Prepares personal tax returns, including those that are more complex. Prepares business tax returns, including those that are more complex. Follows review notes, makes corrections as requested, and minimizes future incidents of corrections. May review and correct tax returns and financial statements as prepared by fellow staff members. Follows up on post-April 15th work required such as NOL carrybacks, amended returns, etc. Joins in the development of tax planning ideas with Supervisor, Manager or Shareholder in charge of engagement. Prepares routine correspondence, as requested, to clients and regulatory agencies for approval and signature of Manager or Shareholder. Communicates with client and team members, as requested, in an efficient and professional manner. Drafts accountant reports and financial statements, including notes and disclosures when appropriate, in accordance with professional standards. Conducts research as needed. Other Functions: Develops an understanding of and adheres to Firm policies and procedures including (as appropriate) Firm's Quality Control document. Assumes primary responsibility (under supervision) for engagements. Pursues continuing professional education and upgrading of accounting skills, including attending CPE, reading national, professional, and local business journals and publications, staying familiar with pronouncements from the IRS, Congress, the AICPA, etc. Maintains knowledge of the AICPA Code of Professional Conduct (as appropriate for the position). Participates in local civic, charitable, business, and other organizations. Achieves at least minimum annual productivity budget for chargeable hours, chargeable percent, and realization. Begins focusing on practice development by setting personal referral source related goals. Performs other duties as assigned. Required Experience and Skills: Proficiency with computer tax programs, spreadsheets, and word processing. Demonstrates sound critical thinking, professional judgment, and decision-making skills Current knowledge of accounting principles and federal, state, and local tax regulations. Displays the self-motivation to ask for and successfully complete the types of assignments and special projects that will further increase technical skills, especially if required for a specific area of expertise. Effective verbal and written communication skills. Conducts themselves with integrity in a responsible, professional manner and appearance. Excellent organizational and time management skills. Required Education: Bachelor's in accounting or related field Required Experience: 3 years progressive experience in public accounting License/Certification: CPA preferred Working Requirements: Occasional travel for meeting with clients or to attend seminars or staff meeting using a personal vehicle is likely. Occasional overtime is expected throughout the year and heavy overtime is required from January through April. Flexible work from home options available. Compensation: $66,500.00 - $94,700.00 per year Kerkering, Barberio & Co. has been recognized by the Tampa Bay Business Journal as the #7 firm on their 2023 Top Accounting Firms; 2022 Best of SRQ Platinum Winner: Best CPA Firm; Top 300 Firms, MOVE - Best Firm for Women and Equity Leadership 2022; Top 25 Most Generous Workplaces in Sarasota, United Way Suncoast and more. Kerkering Barberio has three offices: downtown Sarasota, Tampa, and Lakewood Ranch. Our headquarters is in Sarasota, where we have the honor of enjoying in one of Money Magazine's “Best Small Cities to Live.” As a Firm, we work in a progressive business atmosphere that embraces work/life balance, is on the leading edge of technology and strongly supports the training and advancement of our staff through company paid professional development, paid licenses and professional dues, tuition reimbursement, production bonuses, the opportunity to bank time, and a competitive compensation package. For individuals who aspire for a career in public accounting, Kerkering Barberio can provide the best of both worlds. Rich with culture, our small-town location is great for a more relaxed lifestyle without forgoing recreational and entertainment value. In addition, the array of services offered by our firm makes us more comparable to a Big Four environment than to the typical local practice, providing greater career growth and diversity. Kerkering Barberio is a unique professional option.
    $66.5k-94.7k yearly 60d+ ago
  • Financial Counselor

    Fisher Investments 3.9company rating

    Remote or Camas, WA Job

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Your Qualifications: 2+ years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience A thoughtful consultative approach with an emphasis on client focus Compensation: $85,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $85k-130k yearly 3d ago

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