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<h3>Job Description</h3>
Job DescriptionBenaiah Consulting Group has been engaged to help one of the most progressive-minded, forward-thinking CPA firms we've worked with over the last five years build out what is already a highly successful Client Accounting Advisory Services (CAAS) division. This firm combines the resources, reputation and legacy of a three-decade-old leader in their market, coupled with the energy, flexibility and vision of a start-up mindset. Why This Role Stands Out
Our client is a well-established, people-first CPA firm with a growing CAS (Client Accounting Services) practice that’s ready for its next leap forward. With almost $2M in current annual revenue, a dedicated client base, and firmwide support, they’re looking for a leader who can transform this practice into a true Business Advisory Group that will be a cornerstone of strategic growth for the firm over the next decade.
This is not just another accounting leadership role.
It’s a chance to build something lasting.
For the right candidate, the path doesn’t stop at Director — it leads directly to partnership.
What You’ll Do
<ul>
<li>
Lead, mentor, and inspire a team of 11+ professionals, raising the bar for performance and growth.
</li>
<li>
Redesign processes for scalability and profitability, moving from hourly billing to value-based/fixed-fee engagements and MRR for their monthly clients.
</li>
<li>
Drive adoption of accounting technology and AI tools, proactively delivering solutions before clients even ask.
</li>
<li>
Partner with business owners ranging from start-up/pre-investment entities to $25M+ growth-focused businesses translating financials into real-world strategies and actionable insights.
</li>
<li>
Manage a range of engagements from outsourced accounting to monthly close/review to high-value advisory.
</li>
<li>
Collaborate with firm leadership to expand offerings, grow client relationships, and increase market visibility.
</li>
</ul>
What We’re Looking For
<ul>
<li>
Proven leadership in public accounting, outsourced accounting, or advisory services.
</li>
<li>
Strong people manager who can coach, inspire, and empower teams to achieve at their highest level
</li>
<li>
Comfortable with technology, AI, and driving change in accounting workflows.
</li>
<li>
A client-facing professional who thrives on relationships and delivering strategy, not just reports.
</li>
<li>
Tax and/or multidisciplinary experience in small to mid-sized firms is highly valued.
</li>
<li>
CPA or equivalent designation preferred.
</li>
</ul>
What’s In It For You
<ul>
<li>
Competitive Base: $140K–$160K+ based on experience.
</li>
<li>
Performance Incentives: Compensation tied to practice growth and profitability
</li>
<li>
Partnership Path: Genuine opportunity for the right candidate.
</li>
<li>
Culture That Cares: A people-first firm where leadership matters and your voice is heard.
</li>
</ul>
If you’re ready to take your CAS expertise to a new level — leading with autonomy, building trusted client relationships, and scaling a practice with strong support — this is the kind of opportunity that doesn’t come around often

Director-Client Accounting Services

<h3>Job Description</h3>
Job Description
 
Catholic Charities of Los Angeles, Inc. is one of California’s leading human services providers. Our mission is to promote dignity and self-sufficiency by providing life-changing services to individuals and families facing crisis. The San Pedro Region, serving the greater Long Beach area, provides emergency food, shelter, utilities, transportation, and case management services to homeless and low-income households. The Region operates three community centers (two of which function as food pantries) and a family shelter that supports pregnant women, the elderly, and families experiencing homelessness.
Position Summary
The Client Services Regional Coordinator functions as a Case Manager within the San Pedro Region, providing direct services to homeless families through either the Long Beach Community Center or the Elizabeth Ann Seton Residence Family Shelter. This is a fast-paced position that requires a quick learner who is dedicated, ethical, and able to manage a complex caseload with professionalism and efficiency. The ideal candidate must be flexible and available to work occasional evenings, weekends, and overtime to meet program needs.
Key Responsibilities
<ul>
<li>Provide intensive housing-focused case management to homeless families, addressing barriers such as domestic violence, substance use, mental health, and lack of income or social supports.</li>
<li>Carry a caseload of up to 20 families at various stages of housing readiness.</li>
<li>Conduct intake assessments and eligibility screenings for housing programs.</li>
<li>Develop and implement Individual Housing Stability Plans based on client strengths and barriers.</li>
<li>Maintain accurate, timely case notes in DAP format in HMIS and CaseWorthy.</li>
<li>Conduct follow-ups to ensure progress toward housing goals.</li>
<li>Assist families in navigating services including interim housing, Time-Limited Subsidies (TLS), Housing Navigation, and Section 8.</li>
<li>Complete housing applications, assist with documentation, and advocate on behalf of families.</li>
<li>Support general operations of the community center or shelter, ensuring quality service delivery.</li>
</ul>
Required Qualifications
<ul>
<li>Bachelor’s degree in Social Work, Human Services, or a related field.</li>
<li>Three to five years of case management experience in a nonprofit, housing, or social services setting.</li>
<li>Demonstrated ability to work in high-intensity, fast-paced environments.</li>
<li>Strong understanding of the homeless services delivery system, including the McKinney-Vento Act.</li>
<li>Experience working with diverse and high-barrier populations, including those with mental illness or substance use challenges.</li>
<li>Familiarity with Problem Solving/Diversion strategies.</li>
<li>Strong written and verbal communication skills.</li>
<li>Proficient in Microsoft Office (Word, Excel, Outlook), Clarity, HMIS, and data entry systems.</li>
<li>Must have a valid driver’s license and reliable transportation.</li>
</ul>
Preferred Qualifications
<ul>
<li>Prior experience completing Section 8 or similar housing paperwork.</li>
<li>Bilingual (English/Spanish) strongly preferred.</li>
<li>Familiarity with Case Worthy is a plus.</li>
</ul>

Client Services Regional Coordinator

<h3>Job Description</h3>
Job Description
Job Title: Client Services Associate
Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.

Job Overview:
The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering of mail, shipping and receiving product and supplies to support onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), insuring copy/print machines are functional and stocked, serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning.
Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous and efficient service.

Duties and Responsibilities:
<ul>
<li>Provides 5-star customer service to all employees (in all forms of communication).</li>
<li>Receives inbound mail/packages and sorts incoming mail and inputs into chain of custody software package.</li>
<li>Manages outgoing mail/package transactions.</li>
<li>Performs duties associated with shipping and receiving of materials.</li>
<li>Notifies employees upon receipt of inbound deliveries.</li>
<li>Distributes mail/packages to company personnel.</li>
<li>Acts as point of contact for company personnel on mail/package inquiries.</li>
<li>Performs daily key ops of convenience multi-function devices (ensuring functionality, replenish toner/paper).</li>
<li>Submit work orders for certain requests.</li>
<li>Service and replenish the barista, pantry, conference, kitchen, or meetings areas.</li>
<li>Will perform meeting room and conference room set ups.</li>
<li>May perform building occupant moves within assigned facilities.</li>
<li>Will perform light maintenance and cleaning duties as assigned.</li>
<li>Maintains the Business Service Center area in a neat and orderly fashion.</li>
<li>Monitors level of office supplies on the floor, and replenishing and orders accordingly.</li>
<li>Assists with copy/print orders and/or monitoring the copy/print equipment for satisfactory functionality.</li>
<li>Proactively seeks out additional work during downtime.</li>
<li>Builds professional relationships with customers and other teams.</li>
<li>Maintains professionalism and composure when interacting with all employees.</li>
<li>Trains back-up and providing guidance on policies and procedures.</li>
<li>Determines what additional support is needed when handling sensitive inquiries.</li>
<li>Provides exceptional customer service to client.</li>
<li>Provides reception or concierge (front of office) coverage as needed.</li>
</ul>

Competencies:
<ul>
<li>Strong verbal and written communication skills.</li>
<li>Excellent customer service skills.</li>
<li>PC skills MS Office Suite experience.</li>
<li>Ability to handle multiple tasks simultaneously.</li>
<li>Good organizational skills.</li>
<li>Working knowledge of MFD equipment.</li>
<li>Requires knowledge and understanding of shipping/receiving procedures and ability to comprehend instructions.</li>
<li>Possesses ability to work independently and capable of completing projects.</li>
<li>Ability to determine correct method and packing material as well as validate packing slips for accuracy of incoming and outgoing materials.</li>
</ul>

Qualifications and Education Requirements:
<ul>
<li>High School Diploma (or equivalent) required.</li>
<li>1+ years prior work experience preferred.</li>
<li>Ability to work assigned work hours determined by manager.</li>
<li>Excellent organizational and time management skills.</li>
<li>Analytical abilities and aptitude in problem-solving.</li>
<li>Superb written and verbal communication skills.</li>
<li>Current knowledge or ability to learn computer-based systems required for functions of position.</li>
<li>Required to maintain an overall professional appearance and attitude.</li>
<li>Adhere to all policies and procedures required.</li>
</ul>

Physical Demands:
<ul>
<li>Approximately 50% of the time this position requires the below physical demands.</li>
</ul>
<ul>
<ul>
<li>Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of 60 lbs.</li>
<li>Ability to walk, bend, kneel, stand, and/or sit for an extended period of time.</li>
<li>Manual dexterity required for operating office machinery (phone, copy machines, binding equipment, etc.).</li>
<li>Ability to lift or move 40 lbs. or greater frequently.</li>
</ul>
</ul>

Travel: None or Negligible

Other Duties:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Compensation: The expected compensation is an estimate, and the final offer will depend on skills, experience, and other job-related factors.
Use of Artificial Intelligence (AI): No AI or automated decision-making tools are used to screen, assess, or select candidates for this role. SPS uses the Greenhouse applicant tracking system, which does not apply AI in these parts of the hiring process.
Vacancy Status: This posting is for an existing vacancy.
Pay Range$22.64—$22.64 USD
WHAT WE OFFER
<ul>
<li>Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!</li>
<li>Learning &amp; Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!</li>
<li>We Recognize Talent: We offer a variety of recognition programs for all levels of employees!</li>
<li>Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, &amp; Paid Time Off.
<ul>
<li>Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.</li>
</ul>
</li>
</ul>
About SPS
SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence &amp; Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers.
At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity.
SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law.
Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool.
Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform. 
SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time.
To view our privacy policy, click on the link below: Data Privacy Statement
Acknowledgement Section: By submitting an application, by hitting "Submit Application", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.

Client Services Associate

<h3>Job Description</h3>
Job DescriptionDescription:
Community Medical Services (CMS) is seeking a Client Services Coordinator to be the welcoming face of our clinic. Under the supervision of the Clinic Manager, you will greet clients and visitors with professionalism, compassion, and a trauma-informed approach. You’ll play a key role in coordinating client care, including scheduling appointments, assisting with walk-in intakes, and addressing client concerns.
 
As part of our mission to help individuals recover from substance use disorders, you’ll thrive in a supportive, engaging, and fulfilling work environment where your contributions are valued.
 
Along the way, we’ll invest in your well-being through a benefits package for full-time employees that includes:
<ul>
<li>Subsidized medical, dental, and vision insurance</li>
<li>Health savings account</li>
<li>Short and long-term disability insurance</li>
<li>Life insurance</li>
<li>Paid sick, vacation, and holiday time</li>
<li>401K retirement plan with match</li>
<li>Tuition and Continuing Medical Education reimbursement up to 100%</li>
<li>Employee assistance program to support your mental health and wellness</li>
<li>Ongoing professional development </li>
</ul>
 
We’re looking for someone who:
<ul>
<li>Enjoys a consistent schedule.</li>
<li>Is excited to work in an outpatient setting, much like a doctor’s office. </li>
<li>Remains friendly, helpful, and courteous when interacting with clients, including those who are chemically dependent.</li>
</ul>
 
Responsibilities:
<ul>
<li>Greets and attends to clients in person and over the phone</li>
<li>Answers all phone calls in a professional and courteous manner</li>
<li>Manages the patient flow of a high volume of clients in a fast-paced environment</li>
<li>May place outbound calls to schedule follow-up appointments, or to engage clients in treatment </li>
<li>Creates new client profiles and enters demographic information in electronic health record</li>
<li>Schedules appointments using electronic scheduling system</li>
<li>Completes accurate documentation of client visits in their electronic health record</li>
<li>Maintains a welcoming lobby and reception area by ensuring areas remain clean and organized.</li>
<li>Coordinates intakes on a walk-in basis, including assisting clients with completion of required documentation and scheduling with an available provider and counselor to complete intake process Verifies insurance eligibility through various insurance portals, setting up billing episodes in electronic health record</li>
<li>Establishes client payment plans and financial contracts, collects and posts payments</li>
<li>Ensures confidentiality of all client and employee information</li>
<li>Assists in the de-escalation of clients using a trauma-informed approach</li>
<li>Triages client issues to secure most appropriate solution Introduces clients to the</li>
<li>Recovery Connect engagement app and help them navigate it as needed</li>
<li>Completes end of day tasks, including reconciling deposit and payment records</li>
<li>Verifies cash in cash box at the beginning of shift and reconciles cash count at the end of the day</li>
<li>Uses appropriate incident reporting procedures when documenting unsafe or problematic incidents involving clients, clients and/or staff</li>
<li>Participates in in-service/education regarding</li>
<li>Quality Improvement or required job-focused education</li>
<li>Helps maintain inventory and assist in ordering clinic supplies</li>
<li>Performs general office duties, such as document preparation, scanning, faxing</li>
</ul>
Requirements:
<ul>
<li>High School Diploma/GED</li>
<li>1+ years of experience in customer service is required</li>
<li>1+ years of front desk experience, preferably at hospital front desk or multi-physician practice is required</li>
<li>Hospital front desk or multi-physician front desk experience preferred</li>
<li>For employees in the following states (TX/OH/MN/IN/WI): </li>
<li>Motor Vehicle Valid state-issued driver’s license and MVR clearance is required; a 39-month MVR is required for any applicant at the time of the interview</li>
</ul>
Skills:
<ul>
<li>Ability to communicate clearly and effectively between all organizational levels and with outside providers</li>
<li>Basic computer knowledge, including ability to navigate in electronic health records</li>
<li>Culturally competent and sensitive to client and employee needs</li>
<li>Demonstrated ability in medication administration accuracy and ability to maintain accurate client records</li>
<li>Excellent organizational skills, accuracy, and attention to detail</li>
<li>Problem solving, conflict resolution, time management, and strong customer service skills</li>
<li>Strong team player comfortable working in a fast-paced setting</li>
<li>Ability to maintain confidentiality to ensure compliance with HIPAA and 42 CFR</li>
<li>Flexible with the ability to work in a continuously changing environment</li>
<li>Ability to work flexible hours including nights, weekends, and holidays</li>
<li>Employees will be required to travel to the bank for cash deposits and must pass an MVR check for employment in the following states: (TX/OH/MN/IN/WI)</li>
</ul>
Tools and Equipment:
<ul>
<li>Frequent use of a telephone, computer, printer, fax machine and copier</li>
<li>Frequent use of the internet and various web browser software, and Microsoft Office products, including Outlook, Word, Excel, and PowerPoint</li>
<li>Frequent use of electronic health record</li>
</ul>
 
Physical Working Conditions and Office Setting Description:
<ul>
<li>Prolonged sitting, standing, frequent bending, stooping, or stretching associated with an office environment</li>
<li>Frequent and prolonged typing and operation of computer, keyboard, and telephones</li>
<li>Some lifting may be required: Employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 25 pounds and occasionally lift and/or move up to 50 pounds</li>
</ul>
 
#CLSTF
 
About Community Medical Services
Community Medical Services (CMS) is a CARF-accredited addiction treatment program providing services in the form of outpatient medication-assisted treatment and one-on-one and group counseling to those seeking help with their opioid use disorder. Headquartered in Arizona with more than 70 treatment clinics in 14 states, CMS is dedicated to meeting the challenges presented by the growing opioid epidemic in communities where treatment is lacking.
 
Our Commitment
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, disability status, sexual orientation, gender identity, age, protected veteran status or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
 
Other Conditions
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Client Services Coordinator

<h3>Job Description</h3>
Job DescriptionMajor Duties and Responsibilities: Client Service &amp; Growth / Account Executive:
<ul>
<li>Coordinate the preparation of effective proposals for Producer to use for renewal/new business. Accompany Producer (as needed) when making proposals and make proposals without Producer when needed/appropriate.</li>
<li>Assist Producer with Information Gathering and Underwriting of risks that go into Marketing.&nbsp; Assist Producer with Binding new accounts with Marketing Team and ensuring post-implementation deliverables are met timely by the team.</li>
<li>Assist Marketing Team with urgent marketing efforts (as needed).</li>
<li>Coordinate the renewal process for existing Private Client Insurance accounts, including: Marketing (as needed to assist Client Managers), Renewal/Supplemental application completion and/or review of Schedules of Coverage with insureds, and confirmation of renewal orders from insureds.</li>
<li>Initiate contact with clients periodically to ensure a high-level of client satisfaction.</li>
<li>Work with Producer in the evaluation of exposures, loss experience and coverage needs for the clients and prospects.</li>
<li>Closely work with Client Managers to ensure renewals are actively being reviewed and competitive pricing and terms are offered for existing clients. Follow up on Non-pays as requested by Producer. </li>
<li>Assist Marketing and Client Managers with maintaining thorough documentation through the use and maintenance of marketing files, good transactional filing notes and telephone logs.</li>
<li>Work with Claims team to be a liaison during and after claim to ensure high level of client satisfaction. </li>
</ul>
 Business Development:
<ul>
<li>Coordinate and create the delivery of agency value-added resources (e.g. Executive Risk Assessment, Zywave, Loss Prevention, Home Inventory, etc…) as needed for prospects and clients. (work with Practice Group and Resources)</li>
<li>Assist Private Client Group with Development projects, as needed (e.g. Renewal Survey, E&amp;O Checklist, PCG Rebranding)</li>
<li>Coordinate content for R&amp;Y e-Newsletter and work with Brand Manager to ensure they are sent out quarterly to all Private Client Accounts. &nbsp;(Quarterly)</li>
<li>Build and brand Linked-In Profile and presence. Work with Brand Manager for continuous development.&nbsp; </li>
<li>Work closely with Producer to build and strengthen relationships with COIs, including hosting webinars, events, trainings, etc to leverage relationships and referral network. &nbsp;(Work with Practice Group) </li>
<li>Work closely with the Producer and team to review Lost Business to identify patterns and ways to improve Retention as well as Win-Back Opportunities. (Jordan’s book)</li>
<li>Develop Cross-sell initiative for other opportunities to sell business (Life, LTC, Disability). &nbsp;(Jordan’s book) </li>
<li>Develop and maintain Cross-Sell initiatives with carriers (as needed).</li>
</ul>
 Requirements:
<ul>
<li>4-year college degree.</li>
<li>3+ years Property &amp; Casualty (specifically Private Client) insurance work experience.</li>
<li>Prior sales and/or marketing experience in the insurance industry is preferred.</li>
<li>Strong knowledge of Property &amp; Casualty coverages (specifically Private Client).</li>
<li>Excellent interpersonal skills, customer focus and the ability to work as part of a team with Producer(s) and Client Managers.</li>
<li>Good analytical skills for evaluating exposures, controls, loss experience and coverage gaps.</li>
<li>Strong ability to research market niches, communicate with carrier marketing departments and underwriters, and develop action plans for new business and renewal efforts.</li>
<li>Good computer skills (Sagitta AMS, Word, and Excel software experience preferred).</li>
<li>The ability to clearly and effectively communicate via phone, email, in person and in writing.</li>
<li>The ability to travel up to 25%.</li>
</ul>
 Note: This job description is not all-inclusive and may be supplemented as business conditions change. &nbsp;
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BairwmGHB7

Client Services Executive - Private Client Group

<h3>Job Description</h3>
Job Description
About Us
Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of Accounting™ recognition for superior client service. BNN was founded to create opportunity for our employees, clients, and communities. We provide expert accounting and advisory services across several industries. With offices in Maine, Massachusetts, and New Hampshire, BNN has a reputation for teamwork, collaboration, and client excellence throughout New England and beyond. BNN’s culture champions career advancement, mentorship, community involvement, and exceptionally responsive client service.

About the Position
If you're looking for a rewarding opportunity in a professional atmosphere with immense positivity, incredible talent, and exciting potential, then Baker Newman Noyes is the place for you. Tax Managers are responsible for the management of all phases of tax compliance for assigned clients in a variety of industries. Managers participate in firm administration and management, including staff and firm development.

Competencies and Position Requirements
<ul>
<li>Dedicated to high-caliber client service</li>
<li>Supervise staff and seniors and review their work product for completeness and accuracy</li>
<li>Provide timely, high quality services that meet or exceed client expectations</li>
<li>Develops a rapport with client personnel and the firm engagement team</li>
<li>Excellent project management, analytical, interpersonal, oral and written communication skills </li>
<li>Demonstrate advanced knowledge of tax compliance and planning at both the federal and state levels in the areas of individuals, trusts, and estates. </li>
<li>Responsible for timely and effective explaining of tax objectives, budget information, and other relevant engagement information to staff and seniors. </li>
<li>Researches tax issues and develops sound solutions, and comfortably discusses issues with the engagement principal and management</li>
<li>Monitors job progression, including budgeted versus actual hours, and provides timely updates to the principal</li>
<li>Uses technical expertise to develop others through training sessions, mentoring, supervision, and coaching</li>
<li>Provides seniors and staff with timely, honest, and constructive feedback </li>
<li>Seeks to identify proposal opportunities for services to existing or prospective clients, and communicates opportunities on a timely basis to firm management</li>
</ul>

Education and Experience
<ul>
<li>Minimum of 5 years of experience providing tax compliance and planning services to high net worth individuals and family groups</li>
<li>CPA or JD (MST or LLM in Taxation a plus)</li>
</ul>

Work Environment
<ul>
<li>Minimal travel required</li>
<li>Ability to work a flexible schedule based on business needs </li>
<li>Hybrid work option</li>
<li>Supportive and collaborative culture</li>
</ul>

BNN strongly believes in maintaining a healthy balance between work and personal life. We support this through a variety of benefits, including:
<ul>
<li>A flexible paid time off program, 5 sick days, 11 paid holidays</li>
<li>6-week paid parental leave</li>
<li>Health, Dental, Pet, Vision, Disability and Life Insurances</li>
<li>401(k) Plan with company match</li>
<li>Profit Sharing Plan</li>
<li>Business-casual office environment</li>
</ul>
Baker Newman Noyes is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity and expression, national origin, age, disability, genetic information, veteran status, marital status, or any other protected characteristic under applicable law.

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