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help desk / it support specialist

client support specialist

Luminary 

<div>We are looking for a dynamic client support specialist to join our company. In this role, you will be required to attend to all customer queries, comments, and requests via phone or email. You'll also be helping clients set up their products and walking them through its features.</div><div> </div><div>Client Support Specialist Responsibilities:</div><div>Responding to customer queries, complaints, and requests via phone, email, or chat.</div><div>Assisting customers with product setup and resolving any technical issues they might experience.</div><div>Informing customers about specialized product functionalities and features.</div><div>Following up with customers to ensure that reported technical difficulties have been resolved.</div><div>Troubleshooting, analyzing, and reporting product errors, failures, or malfunctions to management.</div><div>Keeping a detailed record of client data, including useful comments, as well as positive or negative feedback.</div><div>Analyzing customer feedback and advising management on areas of improvement.</div><div>Maintaining client accounts and updating billing information as needed.</div>

Client support specialist

TGI Justice Project

Job title: Housing Case ManagerLocation: San Francisco, CA; 5 days in office/weekStatus: Full time; non-exempt (40 hours/week FT NE)Salary: $62,000 - $67,000/yearReports to: Housing Director, Co-Executive DirectorOrganization DescriptionThe Miss Major Alexander L. Lee TGIJP Black Trans Cultural Center is a team of transgender, gender-variant and intersex people, inside and outside of prisons, jails, detention centers, and other locked facilities creating a united family in the struggle for survival and freedom. We work in collaboration with others to forge a culture of resistance and resilience to strengthen us for the fight against human rights abuses, imprisonment, police violence, racism, poverty, and societal pressures. We seek to create a world rooted in self-determination, freedom of expression, and gender justice.Position DescriptionHousing Case Managers at TGIJP are expected to provide comprehensive case management services to clients experiencing housing insecurity or homelessness. This role involves assessing client needs, developing housing plans, advocating for client rights, and connecting clients with appropriate resources and services. Housing Case Managers work closely with clients to empower them to achieve housing stability and improve their overall well-being.Primary Responsibilities1. Client Assessment and Case Planning:<ul><li>Conduct comprehensive assessments of clients' housing needs and barriers.</li><li>Develop individualized housing plans in collaboration with clients.</li><li>Set goals and action steps to address housing challenges and promote stability.</li></ul>2. Resource Referral and Coordination:<ul><li>Connect clients with community resources, social services, and support networks.</li><li>Coordinate referrals for mental health services, substance abuse treatment, and other supportive programs.</li><li>Help clients access financial assistance, food assistance, and other basic needs resources.</li></ul>3. Crisis Intervention and Support:<ul><li>Provide crisis intervention and emotional support to clients in housing crisis situations.</li><li>Recognize early signs of emotional distress, agitation, or conflict</li><li>Maintain a calm and respectful non-confrontational approach</li><li>Collaborate with other team members and external partners to address immediate housing needs and ensure client safety.</li></ul>4. Documentation and Reporting:<ul><li>Maintain accurate and up-to-date client records and case notes.</li><li>Complete required documentation for program reporting and compliance purposes.</li><li>Ensure client confidentiality &amp; privacy in accordance with agency policies &amp; regulations.</li></ul>5. Travel and Home Visits:<ul><li>Entering client homes in a respectful, professional, and non-intrusive manner</li><li>Must have the ability to travel to clients&rsquo; place of residence</li><li>Must be comfortable working in person with clients to assist with needs</li></ul>5. Advocacy and Empowerment:<ul><li>Advocate for clients' rights and interests in housing-related matters as needed.</li><li>Empower clients to self-advocate and navigate housing systems independently.</li><li>Promote client empowerment and self-sufficiency through skill-building and education.</li></ul>6. Budgeting and Analytical Skills:<ul><li>Ability to create and implement client budgets, assist clients in tracking spending and expenses</li><li>Strong organizational and record-keeping skills</li></ul>7. Confidentiality and Professionalism: <ul><li>Knowledge of HIPAA standards and protected health information</li><li>Ability to practice privacy, confidentiality, and record private information safely and securely</li><li>Keep client/case manager privilege in retaining confidential information</li></ul>Qualifications:Education: Bachelor's degree in Social Work, Psychology, Counseling, or related field preferred.Experience: Previous experience in case management, social services, or housing advocacypreferred.Skills:<ul><li>Strong interpersonal and communication skills.</li><li>Ability to build rapport and establish trusting relationships with diverse populations.</li><li>Knowledge of housing resources, rental assistance programs, and housing laws/regulations.</li><li>Ability to work collaboratively in a team environment and independently.</li><li>Strong organizational and time management skills.</li><li>Commitment to social justice, equity, and anti-oppressive practices.</li><li>Proficiency in Google Suite and database management.</li></ul>Working Conditions:<ul><li>This position may require occasional evening or weekend hours to accommodate client needs.</li><li>Travel within the local community will be necessary for outreach and resource coordination.</li></ul>How to Apply:Interested candidates should submit their resume and a cover letter outlining their qualifications and experience to jobs@tgijp.org.Equal Opportunity Employer Statement:The Miss Major Alexander L. TGIJP Black Trans Cultural Center is an equal opportunity employer and values diversity. All employment decisions are made based on qualifications, merit, and business needs. We encourage applications from all individuals regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability, or veteran status.Individuals from traditionally marginalized backgrounds and those who have been formerly incarcerated (or who have system-impacted family members) are encouraged to apply.Pay: $29.80 - $32.11 per hourBenefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Mileage reimbursement</li><li>Paid time off</li><li>Retirement plan</li><li>Vision insurance</li></ul>People with a criminal record are encouraged to applyWork Location: In person

Housing Case Manager

Mastercard

<div>Our Purpose
Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we&rsquo;re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Vice President - Global Technology Account Management, Open Finance Solutions
Overview 
The Open Finance Client Value Delivery and Operations team is looking for a Vice President, Technology Account Management (TAM) to lead our function globally. This role leads the technical relationship with our clients post go-live. As the trusted technical advisor within the broader account team, the TAM function is responsible for the health of our clients' integrations, the depth of their platform adoption, and the technical strategy that lets them get the most from Mastercard Open Finance. 
 
The VP will lead a distributed team of regional TAM leaders, set the global standard for how we engage clients technically, and ensure that the client perspective carries weight in how the platform evolves. 
 
The ideal candidate is technically fluent, commercially minded, energized by building at scale, and passionate about the client experience. 
 
Role 
In this client-facing leadership position, you will: 
<ul><li>Own the global Technology Account Management operating model, ensuring a consistent, high-quality client experience across all markets</li><li>Lead and develop a team of regional TAM leaders, building deep technical and client advisory capability across the function</li><li>Drive measurable client outcomes across product adoption, integration health, and retention through a segmented, scalable coverage model</li><li>Serve as a senior technical partner to our most strategic clients, and as an executive point of contact on complex initiatives</li><li>Partner closely with Product and Engineering to bring client insight into platform strategy and influence the roadmap</li><li>Build the enablement, knowledge, and automation foundation that allows the function to scale alongside the business</li></ul> 
All About You 
The ideal candidate for this position should: 
<ul><li>Have advanced experience leading technical, client-facing post-sales teams at scale</li><li>Bring advanced expertise in APIs, data connectivity, cloud infrastructure, and technical SLAs, with the depth to shape architecture decisions and set technical direction with client engineering and technology leaders
</li><li>Have a proven track record of driving product adoption and integration health across a client portfolio
</li><li>Have a demonstrated record of designing and scaling operating models, including methodology, measurement, and team capability
</li><li>Have advanced experience influencing product direction through structured, well-evidenced client insight
</li><li>Be a versatile communicator, able to translate technical complexity into commercial value and move between a client CTO, an internal engineering lead, and an executive audience without losing precision</li></ul> 
Additional capabilities that would be valuable: 
<ul><li>Experience in open banking, open finance, payments, or financial data infrastructure</li><li>Experience applying automation or AI to scale technical account management and support functions</li><li>Experience leading globally distributed teams</li></ul>
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
Corporate Security Responsibility 
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:<ul><li>
Abide by Mastercard&rsquo;s security policies and practices;</li><li>
Ensure the confidentiality and integrity of the information being accessed;</li><li>
Report any suspected information security violation or breach, and</li><li>
Complete all periodic mandatory security trainings in accordance with Mastercard&rsquo;s guidelines.</li></ul>
In line with Mastercard&rsquo;s total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
Pay Ranges
O'Fallon, Missouri: $181,000 - $299,000 USD
Arlington, Virginia: $208,000 - $344,000 USD
Atlanta, Georgia: $181,000 - $299,000 USD
Boston, Massachusetts: $208,000 - $344,000 USD
Purchase, New York: $208,000 - $344,000 USD
Salt Lake City, Utah: $181,000 - $299,000 USD
San Francisco: $181,000 - $299,000 USD
Seattle, Washington: $208,000 - $344,000 USD</div>

Vice President - Global Technology Account Management, Open Finance Solutions

Goodman Neuman Hamilton LLP

Title: Legal Administrative AssistantLocation: San Francisco (Hybrid)Hours: Full-Time (35 hours/week)Exempt Status: Non-ExemptBenefit-eligible: YesSalary Range: $38-$49/hourAbout UsFor over 30 years, Goodman Neuman Hamilton LLP (GNH) has earned a stellar reputation as a trusted leader in civil litigation and appeals across California. Based in San Francisco, our 17-attorney firm represents Fortune 500 companies and other distinguished clients with aggressive, innovative, and efficient legal strategies.Our partners have collectively conducted more than 100 jury trials and are widely regarded as outstanding advocates. Their excellence has earned recognition from Super Lawyers Magazine, San Francisco Magazine, and the American Board of Trial Advocates, along with the highest AV rating from Martindale-Hubbell.Our practice spans a broad range of civil litigation, including personal injury, construction defect, professional liability, and insurance coverage disputes. Notable clients include Home Depot, McKesson Corporation, River City Bank, Armanino LLP, and The Regents of the University of California.Job SummaryWe are seeking a highly organized, detail-oriented Legal Administrative Assistant to support our attorneys and administrative team. This role is ideal for a proactive professional who enjoys working in a fast-paced environment, takes pride in producing high-quality work, and excels at managing multiple priorities.The Legal Administrative Assistant plays an important role in ensuring the smooth day-to-day operation of the firm by providing administrative, clerical, and client service support.This role will be 35 hrs per week and operates on a hybrid schedule, requiring two days per week minimum in the SF office. The office is open every day if you prefer in-office work.Essential Duties &amp; Responsibilities● Provide administrative and litigation support to attorneys and legal staff.● Prepare, format, proofread, and assist with the preliminary drafting of legal forms, correspondence, and discovery documents.● File pleadings, motions, and other legal documents with state and federal courts.● Maintain litigation calendars, including tracking court deadlines, hearings, filing dates, and case-related deadlines.● Coordinate and schedule meetings, depositions, court appearances, and other case-related events.● Communicate professionally with court personnel, clients, outside counsel, vendors, and other stakeholders.● Assist with document management, including organizing, maintaining, and updating electronic and physical case files.● Answer and direct incoming phone calls and assist with general client communication.● Coordinate mail, courier services, and document deliveries.● Perform administrative tasks such as filing, scanning, copying, data entry, and records management.● Assist with office operations, ordering supplies, and supporting special projects as needed.● Maintain confidentiality and exercise discretion when handling sensitive legal and client information.● Perform other administrative and litigation support duties as assigned.Qualifications/Requirements● Bachelor's degree required.● Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.● Excellent written communication, proofreading, and analytical skills.● Exceptional attention to detail and accuracy.● Ability to manage competing deadlines and consistently deliver high-quality work product.● Ability to follow instructions, exercise sound judgment, and effectively execute tasks independently.● High proficiency with Microsoft Word and strong working knowledge of Microsoft Office applications, including Outlook and Excel.● Strong computer skills and the ability to quickly learn and utilize document management systems, court filing platforms, and other legal software.● Professional demeanor and strong interpersonal skills.● Ability to communicate effectively with attorneys, clients, court personnel, and outside counsel.● Ability to maintain confidentiality and handle sensitive information with discretion.Preferred Qualifications● Prior experience in a law firm, litigation practice, or other professional services environment.● Familiarity with state and federal court filing procedures.● Experience with litigation calendaring, scheduling depositions, and coordinating legal deadlines.● Experience preparing, formatting, or managing legal documents and correspondence.Physical Requirements● Prolonged periods of sitting at a desk and working on a computer● May need to lift boxes from time to time to assist with office upkeepBenefits● Medical and dental insurance with 100% employer-paid coverage for employees and 50% employer-paid coverage for eligible dependents● Long-term disability insurance with 100% employer-paid coverage for employees● Flexible Spending Accounts (FSAs) for dependent care● 401(k) retirement plan with profit-sharing contributions● Optional supplemental insurance plans● Generous paid time off, including 10 paid holidays and paid vacation time● Hybrid work scheduleHow to ApplyPlease submit a PDF version of a cover letter and resume to Josh Robles, Office Administrator, at jrobles@gnhllp.com.EEO StatementGoodman Neuman Hamilton LLP is an equal opportunity employer. We are committed to creating an inclusive workplace and consider all qualified applicants without regard to race, color, religion, creed, sex, pregnancy, childbirth and related medical conditions, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, citizenship, age, physical or mental disability, medical condition, genetic information, military or veteran status, or any other characteristic protected by applicable law.Goodman Neuman Hamilton LLP complies with the California Fair Chance Act and the San Francisco Fair Chance Ordinance. Qualified applicants with arrest and conviction records will be considered for employment in accordance with applicable law.If you require a reasonable accommodation during the application or interview process, please contact us.Pay: $38.00 - $49.00 per hourBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li></ul>Work Location: Hybrid remote in San Francisco, CA 94104

Legal Administrative Assistant

JPMorganChase

<div>JOB DESCRIPTION 
 
 
<div><div>At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
</div><div> 
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.</div><div> 
</div><div>Job responsibilities</div><div><ul><li>
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity</li><li>
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management</li><li>
Demonstrate a deep understanding of financial markets and sound business judgement</li><li>
Exhibit unwavering integrity that points toward doing right by clients at every opportunity</li><li>
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments</li><li>
Provide a holistic view of clients' needs and financial coaching beyond investments</li><li>
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want</li></ul></div><div>
</div><div>Required qualifications, capabilities, and skills</div><div><ul><li>
At least 2 years in a Financial Advisor role or equivalent financial services experience</li><li>
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners</li><li>
Demonstrated ability and commitment to goals-based planning and advice</li><li>
A valid and active Series 7</li><li>
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
</li><li>A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment</li></ul></div><div>
</div><div>Preferred qualifications, capabilities, and skills</div><div><ul><li>
Certified Financial Planning (CFP&reg;) certification is preferred</li><li>
Bachelor's degree preferred</li></ul>
</div>FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. 
 
<div>INVESTMENT AND INSURANCE PRODUCTS ARE:</div><div> 
&bull; NOT FDIC INSURED &bull; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY &bull; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES &bull; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED</div><div> 
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.</div></div>
ABOUT US 
 
 
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
 
 
Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.</div>

J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas)

Baker Tilly Canada

<div><h1 class="jobSectionHeader">Overview</h1>
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world&rsquo;s leading financial centers &ndash; New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (&quot;search firm&quot;) for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.<h1 class="jobSectionHeader">
Job Description:</h1> 
Are you looking to join an entrepreneurial firm that is one of the fastest-growing in the US? Are you inspired to lead people and make a difference for your clients? 
If yes, consider joining Baker Tilly (BT) as a Federal Tax Partner in our National Private Equity Tax Practice. You will be a valued business advisor delivering industry-focused tax advisory and compliance services to Private Equity Clients. You will work side by side with firm leadership and our associates to serve clients and build the business, directly impacting the firm&rsquo;s success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest-growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. 
You will enjoy this role if:
You are an expert in tax, working with Private Equity clients
You are excited about the world of real estate and have strong technical expertise servicing this industry
You want to work for a leading CPA advisory firm that is growing, which means more opportunities
You are passionate about contributing to your team&rsquo;s professional growth and your continued development, creating endless opportunities now, for tomorrow 
What you will do:
Be a trusted leader of Baker Tilly&rsquo;s tax services, providing federal tax compliance and consulting services to construction and real estate clients, positively impacting your clients through: 
Being a valued tax business advisor, leading client relationships on day-to-day tax matters with various clients ranging from middle market to multinational
Consulting on technical matters and special projects in various areas of corporate and flow-through taxation, accounting methods, and ASC740
Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for consideration
Coordinating with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development, along with credits and incentives areas
Overseeing tax-planning responsibilities for federal and individual clients, reviewing complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliates
Providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives
Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue. Actively participate in requests for proposals to pursue additional clients/services for the firm
Participates with other service line leadership in developing tax service market positioning and branding, strategy, and messaging
Invest in your professional development individually and through participation in firm-wide learning and development programs
Support the growth and development of team members, helping associates meet their professional goals, along with proactively supporting the recruitment efforts of future team members
Demonstrate leadership, initiative, excellent team skills, and high ethical standards
Represents the firm at key community events, firm functions, and other meetings 
Qualifications
Bachelor's Degree required, Masters or advanced degree desirable
CPA or JD required
Fifteen (15+) years&rsquo; experience providing federal tax compliance and consulting services in a professional services firm, working with real estate clients; relevant industry experience is considered
Proven success in building out a book of business
Five (5) + years of supervisory experience, mentoring, and counseling associates
Demonstrated management, analytical, organization, interpersonal, project management, and communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning to stay current regarding applicable strategies, see the &quot;big picture&quot; as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Highly developed software and Microsoft Suite skills 
Must be willing to travel as needed to clients nationally, and to our other Baker Tilly Offices</div>

Tax Principal, Private Equity

HealthRIGHT 360

HealthRIGHT 360 gives hope, builds health, and changes lives for people in need by providing comprehensive, integrated, compassionate care that includes primary medical care, mental health services, and substance use disorder treatment.
 This is a union-eligible position.
 This is an on-call positions, shifts vary.
 
JOB SUMMARY
 
HealthRIGHT 360, a nonprofit organization and a family of programs, is committed to providing accessible and comprehensive healthcare services to vulnerable populations. Our mission is to tackle systemic barriers to healthcare and promote health equity for all. We offer a wide range of services, including mental health care, residential and outpatient substance use treatment, and primary health services. Additionally, we provide transitional support for individuals re-entering the community after involvement in the criminal justice system. By integrating physical and behavioral health, we empower individuals to overcome challenges by addressing social determinants of health, fostering resilience, and facilitating recovery.
 
Drivers are responsible for the safe transportation of clients to and from various treatment-related locations, ensuring compliance with federal and state driving laws. In addition to their transportation duties, they play a crucial role in maintaining and updating transportation documentation. Successful candidates will excel in a diverse team environment, collaborate effectively, and demonstrate creative and independent problem-solving skills.
 
This position may work weekends.
 
KEY RESPONSIBILITIES
 
Transportation: 
<ul>
<li>Safely transport clients in company provided vehicle following all applicable federal and state driving laws.</li>
<li>Maintain appropriate staff/client boundaries.</li>
<li>Treat clients with respect and dignity; interact with them in a caring, non-judgmental manner, utilizing harm reduction and trauma-informed care principles.</li>
<li>Comply with all health and safety protocols, especially against COVID-19.</li>
</ul>
Warehouse: 
<ul>
<li>Participate in the delivery and pick up of various donated goods including furniture, food, clothing, etc.</li>
<li>Load and unload trucks.</li>
<li>Organize donated goods in the warehouse.</li>
</ul>
Vehicle Maintenance: 
<ul>
<li>Ensure routine vehicle maintenance which include daily inspection and pumping gas as necessary.</li>
<li>Ensure the cleanliness of the vehicle, both its interior and exterior, to uphold a polished and professional image.</li>
</ul>
Administrative: 
<ul>
<li>Maintain vehicle usage logs and maintenance.</li>
<li>Maintain accurate vehicle documentation with guidelines established by HealthRIGHT 360 to satisfy internal and external evaluating requirements.</li>
<li>Attend and participate in meetings.</li>
<li>Complete all assigned training in a timely manner.</li>
</ul>
And perform other duties as assigned.
 
QUALIFICATIONS
 
Education, Certification, and Experience
 <ul>
<li>Valid California Class C Driver’s license.</li>
<li>Ability to clear and maintain agency vehicle insurance coverage.</li>
<li>Professional driving experience.</li>
<li>Ability to drive a 22-foot truck.</li>
<li>Ability to lift 60 pounds.</li>
</ul>
Knowledge
 <ul>
<li>Clear understanding of appropriate staff/client boundaries.</li>
<li>Knowledge of transportation equipment for physically disabled.</li>
<li>Knowledge of vehicle safety and maintenance.</li>
<li>Culturally competent and able to work with a diverse population.</li>
</ul>
Desired
 <ul>
<li>Proficiency with Microsoft Office applications, specifically Word Outlook and internet applications.</li>
<li>We will consider for employment qualified applicants with arrest and conviction records.</li>
<li>Must complete a background check and live scan.</li>
</ul>

On-Call Warehouse Driver - Transportation/Warehouse

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