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Hamilton County Supportive Housing Team Leader Help Others, Make a Difference, Save a Life.

Do you want to make a difference in people's lives every day? Or help people navigate the tough spots in their life? And do it all while working where your hard work is appreciated? You have a lot of choices in where you work…make the decision to work where you are valued! Join the McNabb Center Team as the Hamilton County Supportive Housing Team Leader today! The Hamilton County Supportive Housing Team Leader Duties: 1.

Daily Activities Sign-in to Datis and enter the time that you started working Check Email, check previous days' daily progress notes-ensure accuracy, detail and completion Complete PM Daily Census Notes Walk the facility, Inside/outside, check each room (Ensure all mattress encasements are present and secured) Check freezers/refrigerators, food storage areas for organization needed and assign to staff to complete task.

Update menu Check in with staff on 15- hour Psychosocial education groups and chore activity (Make sure client scheduled for deep clean stays home for the day) Facilitate shift change report (Make sure your staff are reading pass-down emails) Discuss your findings from your morning walk with 1st and 2nd shift Participate with staff in food preparation/cleaning/documentation/client interaction to ensure quality and consistency Update client appointment calendar Screen PRN candidates on your assigned day Make sure you enter the time you stopped working at end of day 2.

Weekly Conduct and document weekly supervision with full-time staff/ schedule PRN staff for supervision as needed.

Check CSR spreadsheet and update Create shopping list and pick up order(s) Place food bank order and pick up Report facilities issues to Property Manager Turn in expense requests/update Sun Trust P-card site Update Treatment plans every 3 months (90 days) Ensure staff are adding documents to black medical records bag Ensure 3rd shift staff are replacing each client's 15 hour psychosocial for the week on Sundays.

3.

Monthly Monthly Fire Drill Vehicle inspection Update and submit CSRs Staff Schedules complete for the following month by the 15th of each month.

Menu/group-activity schedule due by the 25th Print and post paperwork by the end of the month EAP drills every quarter JOB PURPOSE/SUMMARY Summary of role of team : Ensure the implementation of daily activities for clients in the supportive housing program.

This includes activities designed to encourage client involvement in daily living skills, building upon the clients' individual strengths with an emphasis on recovery-based concepts, and ensure activities, both on-site and off-site are community based.

Summary of position : This position will ensure the implementation of daily activities for clients in the supportive housing program.

This includes activities designed to encourage client involvement in daily living skills, building upon the clients' individual strengths with an emphasis on recovery-based concepts, and ensure activities, both on-site and off-site are community based.

Is responsible for the direct supervision of the Mental Health Technicians and client's care, which requires a high level of interpersonal and supervisory skills, knowledge of recovery as it applies to the mental health setting and a high level of organization.

Must be able to work flexible hours to meet the needs of the program, especially in regard to 24/7 programming, which entails a minimum of 40 hours a week, including a minimum of 1 week per month of 24 hour on-call, and on-site coverage during holidays with compensation of 9 additional holiday days per year.

This individual will also be responsible for acting as a liaison with community agencies and families to advocate for the rights and preferences of clients and to facilitate the treatment process, provide advocacy, linkage, and referral services, provide mental health assessments and evaluations, facilitate groups, complete all documentation in a timely manner, participate in treatment team meetings with client's prescriber, participate in other related meetings as needed or as requested by clients and/or families, interface professionally with other agencies involved in the ecology of the family, provide therapeutic support and crisis intervention, uphold center policy and procedures, CARF standards, licensure requirements, MCO requirements, have knowledge/education in RE-ED philosophy and perform other duties as assigned.

TYPICAL WORKING CONDITIONS/ENVIRONMENT In a group home or other residential facility JOB DUTIES/RESPONSIBILITIES This job description is not intended to be all-inclusive; and employee will also perform other reasonably related job responsibilities as assigned by immediate supervisor and other management as required.

This organization reserves the right to revise or change job duties as the need arises.

Moreover, management reserves the right to change job descriptions, job duties, or working schedules based on their duty to accommodate individuals with disabilities.

This job description does not constitute a written or implied contract of employment.

1.

Productivity Takes a lead role in hiring and retaining staff-maintains appropriate level of staffing Fills staff vacancies within 2 weeks of previous employee's termination Trains staff regarding program P&P Submits all concurrent reviews after Services Coordinator reviews each month Maintains regular office hours with variances approved by Housing Coordinator Assists in filling bed vacancies as required to ensure housing census goals Completes client's treatment plans/crisis plans; due every 3 months 100% of the time Ensures each supervised housing tech completes notes at the end of each shift Reviews all daily housing shift notes and MAR and any other Mental Health Tech documentation for accuracy and completeness ensuring all funder and CARF guidelines are met Will complete weekly note after the review of all mental health tech and housing documentation for the week Ensures each supervised housing tech attends quarterly meetings Ensures each Mental Health Tech completes required CARF training modules (Relias) Provides direct supervision weekly to Mental Health Tech and assists with personnel issues including approval of time off requests, timesheets and corrective action when warranted As needed, covers shifts to ensure staffing ratio of up to 12:1 2.

Case Manager Serve as advocate/liaison for supportive housing clients to secure services and reduce barriers to those services.

Comply with all clinical record-keeping responsibilities including, but not limited to: monthly and semi-annual productivity reports, group sign in sheets.

Maintain records of referrals and resources provided in Athena Attends and is timely to weekly Team meetings Attends supervision with supervisor on a weekly basis without tardiness Returns all texts/calls within 30 minutes of receiving the text/call.

When on call during after hour's staff returns all frontline staff texts/calls within 30 minutes of receiving the text/call in response to the need of the front line staff member.

Responds to all flags, emails and voicemails within 2 business days Maintains regular office hours with variances approved by Supervisor 3.

Reporting Verifies and completes daily the PM Daily Census (Heads on beds) Submits monthly menu to Housing Services Coordinator by the 25th of each month Ensures supervision logs are submitted to HR monthly Submits a monthly staffing schedule to services coordinator by the 25th of each month Maintains accurate spending records by ensuring receipts are uploaded and coded in SunTrust within 3 days of purchase and ensures all are coded by the end of each week Meets Program Clinical Needs Works in a multi-disciplinary team to meet the needs of the population and oversees house standards Handles client inquiries and addresses issues as appropriate Assists with and obtains mileage forms as necessary Responds to all flags, emails, and voicemails within 2 business days Completes and ensures all chart documentation within 2 business days Provides coverage as needed to meet standards of program Ensures clients are taken to Social Security office with their lease within 5 days of admission into housing to change their address and take care of any concerns in regards to their income Ensures clients are scheduled for an initial mental health intake within 7 business days of admission into housing Ensures clients are scheduled for a medical/health physical within 30 days of admission into housing, or ensures a physical was done 90 days prior to admission into housing and obtains documents for medical record Applies for food stamps for the client within 7 days of admission into housing Provides an accurate monthly coordinated schedule of activities by the 25th of each month Provides frontline staff with needed resources for daily Psycho-educational groups that coincide with the client's treatment plans Ensures the 15-hour Psychosocial Training Record is updated every 3 months in conjunction with treatment plans, this includes highlighting each area of training that correlates with each new treatment plan Ensures that the pass-down log is being utilized and reviewed, confirmed by the signature of each staff member from each shift Ensures all Patient health information is sent to medical records on a daily basis and that medical records are requested each time a client is seen by a provider in the community, unless paperwork is sent with the client Update and maintain the medications coming in and out of the house by updating and ensuring that the MAR is accurate and reflects the client's current medications prescribed 4.

Promotes and Maintains Positive Teamwork Organizes and develops team cohesion during weekly meetings with other housing Team Leaders and Services Coordinator Meets with staff in supervision on a consistent basis (once a week) to address and identify any concerns Communicates with PRN staff when needed and is made available once a week to support staff and assist with any concerns or needs staff may have Demonstrates consideration and concern for fellow workers and promotes harmonious relationships and attitudes 5.

Networking Maintains positive relationships with internal departments to meet program needs and maximize growth Develops a positive working relationship with outside agencies to meet program needs Gives and receives appropriate feedback Communicates directly and approaches conflict with a problem-solving approach COMPENSATION: Starting salary for this position is approximately $17.40/hour
- $19.85/hour based on relevant experience and education.

Schedule: Must be able to work flexible hours to meet the needs of the program, especially in regard to 24/7 programming, which entails a minimum of 40 hours a week, including a minimum of 1 week per month of 24 hour on-call, and on-site coverage during holidays with compensation of 9 additional holiday days per year.

Travel : Maintaining a dependable vehicle and certified driver status is a condition of employment.

Certified driver status includes having a valid driver license with F endorsement, valid car insurance, and 3 years of acceptable driving history.

Must be capable of driving your personal vehicle to transport clients as necessary.

Driving the Center van to transport clients is expected of staff in this position and requires the individual to be eligible for coverage under HRMC insurance policy.

Must be capable of driving your personal vehicle to transport clients and/or conduct Center business as needed.

Equipment/Technical Competency : Proficiency utilizing computers, cell phone, text messaging, and email are all required for this role.

Must have the ability to document in the Electronic medical record using correct grammar, punctuation, and spelling.

Equipment/Technology: This position does require use of computer, Microsoft office, Excel, virtual meetings, outside agency portals, cell phone, text messaging, and email capabilities.

QUALIFICATIONS
- Hamilton County Supportive Housing Team Leader Experience / Knowledge: Minimum of two years of related work experience Education / License: High School Diploma and 10 years' experience in direct care or a Bachelor's Degree in health related field of counseling, psychology, social work, sociology or a behavioral science field with course work or experience in the area of cultural diversity, human development, etiology and treatment of mental illness, alcohol and drug abuse, physical and sexual abuse, suicide, and intellectual and developmental disabilities.

2 years of supervisory experience preferred.

Physical/Emotional/Social
- Skills/Abilities: Possible exposure to biological hazards.

Hearing of normal and soft tones.

Close eye work.

Lifting up to 50 lbs.

Pushing/pulling up to 150 lbs.

Frequent sitting, standing, walking, bending, stooping, and reaching.

Must pass a drug screen and background check.

Required to be certified in, and effectively implement, verbal and physical de-escalation techniques that include a wide range of bodily movements including but not limited to, grasping, holding another person, getting down on knees, running, and walking.

Must be capable of assisting in utilizing non-violent methods of crisis intervention including therapeutic holding.

Physical de-escalation techniques will only be implemented at Helen Ross McNabb Center facilities, and not in community settings.

Maintaining a dependable vehicle and certified driver status is a condition of employment.

Certified driver status includes having a valid driver license with F endorsement, valid car insurance, and 3 years of acceptable driving history.

Must be capable of driving your personal vehicle to transport clients as necessary.

Driving the Center van to transport clients is expected of staff in this position and requires the individual to be eligible for coverage under HRMC insurance policy.

Must be capable of driving your personal vehicle to transport clients and/or conduct Center business as needed.

The necessary skills for this position include the ability to exercise sound judgment under pressure, utilize effective decision-making skills, set and demonstrate appropriate boundaries, be an empathetic listener, have flexibility, willingness, and adaptability to working with diverse populations, effectively balance supervisory role with direct care, communicate effectively and possess good time management and organizational skills.

Location: Hamilton County, Tennessee NHSC Approved Site Apply today to work where we care about you as an employee and where your hard work makes a difference! Helen Ross McNabb Center is an Equal Opportunity Employer.

The Center provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment.

Helen Ross McNabb Center conducts background checks, driver's license record, degree verification, and drug screens at hire.

Employment is contingent upon clean drug screen, background check, and driving record.

Additionally, certain programs are subject to TB Screening and/or testing.

Bilingual applicants are encouraged to apply.

Compensation details: 19.85-19.85 Hourly Wage PIb7c441d977bb-25448-38290013

Business Overview

KINESSO is the technology-driven performance marketing agency providing actionable growth for both our agency partners and clients. We turn 'action' into 'outcome' for our clients, leveraging our unique capabilities in optimization, analytics, AI, and experimentation. KINESSO has brought together the collective power of what was formerly Matterkind, Reprise, P3, and Kinesso under one collective entity that will serve as the most powerful delivery engine in the industry. We have extensive offerings spanning across performance marketing and data and technology. Fueled by a deep understanding of consumer behavior, we offer an end-to-end engine of planning and optimization while also delivering on data-driven strategy for social platforms, actionable growth in e-commerce, and creating curated marketplaces specific to each client's function and needs. The company has more than 6,000 employees operating in more than 60 countries. Learn more at Summary

We are looking for you - dynamic, best-in-class talent - to join the growing Commerce team as a Manager. In this role you will be responsible for managing Sr. Associates & Associates and supporting in the development, planning, buying, executing and measuring media plans for designated shopper/commerce media clients. You will support the Associate Director/Director in the strategic and tactical development of each retail plan. You'll work closely with national Planning and Buying teams to allow for holistic Commerce media function.

The Commerce team is a specialty group that focuses on the planning, buying, execution and measurement of Commerce media. Commerce media is any specific media elements that are retailer focused/tagged. This can be in-store signage such as a coupon machine or shelfblade, a billboard driving shoppers to a Walmart store, digital ads (search, display, OLV/STV, etc) on Amazon or site via managed or self service, tapping influencers that support certain retailers or working with shoppable technology companies to ensure ease of conversion. The team supports client's commerce/shopper/customer marketing teams-our end goal measuring product sales both online and in-store.

Who You Are

A passionate and driven professional, you excel at translating client business objectives at the senior level into Commerce daily tactical execution, to drive sales online and in-store. You're ready to challenge the status quo to produce world-class campaigns for high profile brands and take pride in your ability to clearly articulate the outcomes of the tactics and the strategy to the client as the day-to-day client lead. You thrive in a multi-functional role and enjoy training and coaching team members to ensure flawless tactical execution.

Retail Media Knowledge

o Knowledge of multiple retail media networks & their platforms, may include Amazon, Walmart, Roundel, Kroger, etc.

o Seasoned experience with self-service search platforms for both retailer specific (e.g. WMC, Roundel Media Studio, etc.) as well as aggregators (e.g. Criteo, Citrus, Pacvue, Skai, etc.)

o Comfortable and knowledgeable with D2C platforms (e.g. Google, Bing, Shopping, etc.)

o Understands individual RMN capabilities across tactic, targeting, reporting methodology, etc.

* Account Management & Strategy

o Active participant in development, presentation, management and measurement of omnichannel commerce media programs and defines program objectives and strategies consistent with brand marketing objectives

o Ensures strategic consistency across all elements of plan development and implementation

o Participates in and guides Senior Associate during campaign buildout inclusive of keywords/targeting. Coaches Senior Associate campaign creation and search strategy to get best plan for client

o Takes learnings from previous campaigns and apply to next campaign

o Proactively identifies growth opportunities and shares ideas for potential test and learns

o Delivers an effective detailed media plan, inclusive of tactics, audiences, flighting, KPIs, etc. that drives client performance

o Contributes to the creation of client ready materials (e.g. presentations, reporting, etc) and delivers client communications

o Serves as first check for client documents ensuring accuracy and ease of understanding information

o Ability to tailor client presentations to the audience (i.e. Senior Level vs. Junior Level)

o Supports in establishing and implementing best practices within client accounts

o Ability to assess and rank issues and tasks in order of importance for taking action and escalating as needed

o Anticipates, recognizes, and clearly defines problems using various techniques to systematically analyze, weigh alternatives and propose solutions

o Work with Senior Associate to update any status documents and timelines whether internal or client facing. Responsible for ensuring all tasks are captured and tracking toward completion

o Implements team and client centric processes to ensure accuracy of all deliverables (e.g. client documents, budget stewardship/management/client billing), improve overall team performance and minimize risk of human error through consistent implementation of QA guardrails

* Execution

o Supervises buying process and stewardship for media programs to ensure original objectives are being met

* Oversees and participates when needed in daily campaign & budget management including optimizations

o Oversees and assists Senior Associate with building campaigns within relevant search platforms. Responsible for ensuring campaigns are built out correctly within platform

o Oversees coordination of creative assets between client, creative agencies and partners

* Provides copy ideas for specific campaigns when appropriate

o Monitors pacing to ensure delivery is appropriate and aligned to campaign flighting for both managed and self service campaigns

o Measures media performance at all stages to ensure original objectives and strategies are being met to client satisfaction

o Development, execution and testing across campaign variables that create client specific insight and drive future testing opportunities

o Oversees analysis and reporting of data on daily/weekly/bi-weekly/monthly & ad-hoc basis

* Supports Senior Associate with pulling data from self service platforms as needed

* Turns insights into long term action by highlighting clear flow of cause, effect and next steps

o Maintains client and industry benchmarks for point of comparison when evaluating campaign performance

o Responsible for assisting Senior Associate in clearing billing with finance team

* Relationships

o Oversees day-to-day relationship with media partners and leads negotiation of commerce media for specific programs, where applicable

o Works cross-functionally with national planning & investment, ad operations, product, reporting, analytics, finance and other groups across the account

o Maintains client relationships and ensures timely creation & delivery of work

o Assists in managing team performance to achieve desired results based on defined roles and responsibilities for the Associates & Senior Associates

* Training/Development

o Ensures knowledge sharing across internal teams, open communication & provides thought leadership

o Identifies & builds functional expertise or knowledge in a relevant, unique & specific media area, including commerce media expertise

o Aware of knowledge level and experience of Senior Associates and Associates. Ability to spend extra time where needed to develop direct reports

* Industry Knowledge

o Seeks out information to remain current on media trends and shares with team members with relevant implications/potential opportunities

o Understands client business objectives and connections to day to day work

o Support team in development of thought leadership and innovation deliverables

* Strong working knowledge of commerce industry and platforms including major retailers and supporting technology (e.g. Amazon Ads, Walmart Connect, Roundel, Pacvue, Skai, Criteo, Citrus, etc.)

* Proven knowledge of media planning & planning with use of research tools and resources

* Proven ability to understand high level client goals and how they translate into commerce strategies

* Proven experience in writing and presenting relevant information to client audience

o Can carry conversations with clients easily

* Knowledge with industry tools such as MediaTools, Prisma, etc

* Bachelor's degree or equivalent experience

* 3+ years of working experience required, with 1+ years experience in a people manager role; strong ability to delegate, train, and support direct reports

* 2+ years of commerce experience working across multiple retailers preferred

* Experience in web analytics, ad tracking and other biddable media (e.g. paid search)

* Ability to manage team, both upwards and downwards, to ensure cross team communication

* Excellent written and verbal communication skills and proven problem-solving ability

* Self- sufficient and proactive

* Project management; effectively managing multiple projects and meeting tight deadlines in a fast-paced environment. Time management and project management skills are critical

* Proficient in Microsoft Office (Excel, PowerPoint, etc.) and excellent quantitative analysis skills

We offer a Total Rewards package that includes medical and dental coverage, 401(k) plans, flex spending, life insurance, disability, employee discount program, employee stock purchase program and paid family benefits to support you and your family. The salary range for this position is posted below. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position, market considerations, budgetary considerations, tenure and standing with the Company (applicable to current employees), as well as the employee's/applicant's skill set, level of experience, and qualifications.

It is the policy of our company to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, ethnicity, gender, age, religion, creed, national origin, sexual orientation, gender identity, marital status, citizenship, genetic information, veteran status, disability, or any other basis prohibited by applicable federal, state, or local law.

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.

The employer will make reasonable accommodations in compliance with the American with Disabilities Act of 1990. The job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and other job functions are subject to modification. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions.

For applicants to jobs in the United States: In compliance with the current Americans with Disabilities Act and state and local laws, if you have a disability and would like to request an accommodation to apply for a position, please .

SENIOR TAX ATTORNEY

Individual Tax Planning and Advisory

Talley Law Group | Orange, CA | Hybrid

Full-Time | $180,000 to $200,000 Base + Bonus Eligible

About the Firm

Talley Law Group (TLG) and its affiliated entity Talley LLP (Talley) deliver integrated tax, legal, accounting and consulting services to entrepreneurially driven businesses and high-net-worth individuals. Our professionals act as each client's most trusted advisor by providing strategic and technically sophisticated solutions across complex financial, tax, and legal matters, along with the legal documentation necessary to substantiate them.

Position Summary

Talley Law Group is seeking a Senior Tax Attorney to lead and grow our individual tax practice. This is a client-facing, advisory-driven role for an attorney who thrives on building relationships, solving complex individual tax challenges, and bringing in new clients within the high-net-worth space. Client advisory and practice growth are the primary focus, supported by meaningful tax research across individual and related matters.

The ideal candidate combines deep technical skill with the energy and credibility to help build something. You will manage a client portfolio from day one, serve as a go-to resource for colleagues, and play an active role in expanding the practice.

What You Will Do

• Advise high-net-worth individuals and families on sophisticated income tax planning, compensation structuring, and wealth preservation strategies.
• Serve as the lead attorney on individual client relationships, delivering proactive, year-round service.
• Build your book of business by developing referral relationships, attending industry events, and engaging prospective clients.
• Conduct substantive tax research to support your own client matters and colleagues across the firm.
• Prepare technical memoranda and planning recommendations grounded in current statutory, regulatory, and administrative guidance.
• Collaborate across practice areas on matters involving individual, partnership, and trust and estate issues.
• Monitor federal and California tax legislative developments and communicate relevant changes to clients and colleagues.
• Support tax controversy matters for individual clients, including audit responses and IRS notice resolution.
• International individual tax experience is a plus but is not required.
• Estate planning experience is a plus but is not required.

Essential Functions

Individual Tax Advisory

• Advise clients on income tax planning, investment structures, compensation arrangements, and entity strategies for high-net-worth individuals.
• Serve as the lead attorney for assigned client relationships, ensuring proactive, value-added service throughout the year.
• Identify planning opportunities through return review and ongoing client dialogue.
• Collaborate with CPAs and other advisors to deliver coordinated, comprehensive client solutions.
• Lead and participate in client meetings with confidence and technical authority.

Client Growth and Relationship Development

• Identify and pursue new individual tax clients through networking, referrals, and community involvement.
• Build and maintain relationships with CPAs, financial advisors, family offices, and other referral sources across Southern California.
• Represent Talley Law Group at professional events, seminars, and industry functions.
• Contribute to proposals and new client onboarding within the individual tax practice.
• Set and track personal client growth goals as part of your Balanced Scorecard (BSC).

Tax Research

• Conduct well-reasoned tax research on individual, partnership, and cross-border matters in support of client work and internal teams.
• Prepare clear, authoritative technical memoranda summarizing research findings and planning recommendations.
• Work with AI-assisted research platforms (e.g., Bloomberg, Checkpoint, Blue J), applying sound professional judgment to evaluate results.
• Stay ahead of emerging issues and legislative changes affecting individual taxpayers.

Collaboration and Firm Support

• Serve as a go-to resource for colleagues on individual tax questions, particularly for high-net-worth client matters.
• Partner with estate planning, business tax, and compliance teams on integrated client engagements.
• Contribute to internal training sessions, knowledge-sharing, and firm improvement initiatives.

Mentorship and Professional Development

• Develop and maintain a personalized Balanced Scorecard (BSC) that outlines your strategic steps toward personal and professional growth in alignment with firm goals.
• Provide guidance and on-the-job training to junior attorneys and support staff.
• Participate actively in firm initiatives and team activities.
• Maintain required CPE and CLE.

What Success Looks Like

We want this person to hit the ground running and grow with the firm. Here is a general sense of what we hope to see:

First 45 Days: Get oriented. Learn our systems, meet your colleagues, and develop a clear picture of your client portfolio and BSC goals.

First 90 Days: Begin leading client conversations, manage assigned matters with growing independence, and identify your first relationship-building opportunities.

First 6 Months: Complete onboarding, manage matters on budget, show early progress on client growth activities, and demonstrate active progress on your BSC.

First Year: Own your client relationships, contribute to new client opportunities, and establish yourself as a trusted resource both internally and in the market. Implement your first-year BSC and build out your second-year plan.

What We Are Looking For

• 5 to 7 years of experience in individual tax planning at a law firm, CPA firm, or integrated advisory practice.
• Strong command of high-net-worth individual income tax planning, including compensation, investment, and entity considerations.
• Solid tax research skills and the ability to produce clear, well-reasoned written analysis.
• Comfort with AI-assisted legal and tax research tools.
• A track record of, or genuine interest in, developing client relationships and growing a practice.
• An entrepreneurial mindset and the drive to build, not just maintain.
• Outstanding written and verbal communication skills, including the ability to explain complex tax issues to non-attorney clients.
• JD required; LLM in Taxation preferred. Active California Bar membership required.
• International individual tax experience is a plus but is not required.
• Estate planning experience is a plus but is not required.

Compensation and Schedule

Base salary of $180,000 to $200,000 depending on experience, plus bonus eligibility. This is a hybrid role with one required in-office day per week (Wednesdays). Minimal travel expected.

Talley Law Group is an equal opportunity employer.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Teamwork

Oversees and manages MMA resources in the delivery of benchmark service to clients. Generally, this position is a very experienced individual contributor who manages 4-5 very complex accounts. This position is matrixed to a specific Producer or Producers under whose auspices the Sr. Account Consultant is fully responsible and accountable for the total management of specific clients and/or is the primary resource to specific account managers on other. Act as Leader of Account Management Teams to specifically:

• Coach, mentor and train Sr. Account Executives, Account Executives, Account Managers and other team members as requested by the Vice President of Client Services, Region Benefits Practice Leader, sponsoring Producer/Partner, location Head of Office, or as appropriate to the needs of the Account Executive Team and/or client.
• Partnering with the Region Client Services Management team, will play an active role in the supervision and management of the support team, including participation in the employee review process.
• Successful performance will be in part evaluated on the growth and development of supporting staff.

Customer Service

• Responsible for all strategies and actions leading to overall customer satisfaction and ongoing client retention.
• Oversee and manage and execute the delivery of client calendar/timeline milestones, typically with matrixed support by Account Management Team members.
• Regular meetings and other communication with appropriate client contacts to assess, maintain, and improve customer satisfaction.
• Monitor and manage the quality of service delivered to the client by MMA team members and carriers/vendors.
• Monitor, manage, and facilitate the resolution by carriers/TPAs/vendors and MMA team members of escalated service issues.
• Participate in and contribute to the RFP process and finalist presentations in order to win new business and retain existing clients.
• Ensure adherence to and completion of Agency workflow/timeline checklists that set minimum service requirements for MMA clients.
• Consult with clients and make strategic plan design recommendations based on valid client data and information. Plan design recommendations that align with clients’ business strategy, culture, and priorities and should focus on trend management.
• Maintain knowledge and command of carrier/vendor products and services and effectively deliver appropriate carrier/TPA recommendations and product and service solutions to clients.
• Maintain knowledge and command of MMS services, resources and capabilities, and leverage them appropriately on behalf of clients.
• Consult with clients and deliver appropriate funding arrangement recommendations based on client priorities and needs. Includes recommendations on stop loss providers, contracts and financial elements for self-funded clients.
• Presentation of financial/risk management reports providing data and information pertinent to risk management, plan design recommendations, products/services recommendations, renewal projections/planning, budget planning, etc.
• Mastery level knowledge and command of iCAF capabilities and services and Milliman capabilities and services.
• Developing, maintaining and expanding business relationships with key client decision makers and senior leaders, often C-suite level.
• Developing, maintaining and expanding relationships with key HR/Benefits team members.

Technical Expertise

• Regularly present and review plan performance reports and renewal projections.
• Mastery level knowledge and command of all EB capabilities and services.
• Conduct pre-renewal planning meetings.
• Consult with clients and make recommendations for renewal strategies.
• Works with the Account Executive to manage renewal bid/RFP strategy and process (Workflow Timeline compliance is the Account Executive’s responsibility).
• Deliver renewal presentations.
• Manage ongoing carrier/TPA/Vendor renewal negotiations on clients’ behalf.
• Deliver final renewal recommendations to clients.
• Make recommendations for additional products/services and for expanding broker/consultant services.
• Manage and monitor revenue levels on all clients and work with Producers to develop strategies and actions for negotiation of commissions/fees.
• Work with Account Executive &/or may work with clients to complete renewals and transition into installation/implementation process.
• Monitor, manage and lead the Account Team as they manage/coordinate the implementation, installation and enrollment process and activities.
• Monitor and manage carrier/TPA/vendor implementation, installation, and enrollment activities.

Marketing

• Participate in MMA marketing activities and events.
• Represent MMA at conferences, meetings, councils, community events.
• Participate in and contribute to RFP process and presentations in order to win new business and retain existing clients.
• Maintain Texas Life, Health & Accident License and other necessary licenses.
• Complete continuing education requirements.
• Maintain market competitive knowledge.
• Maintain knowledge of carriers/TPAs/vendors strengths, weaknesses, products and services.
• Maintain and effectively leverage relationships with carrier/TPA/vendor representatives and managers.
• Maintain and effectively leverage knowledge of provider networks.
• Manage and monitor revenue generated by each account and work with Producers to negotiate appropriate agency revenue levels for each individual client.

General

• Contribute positively to MMA culture and morale, and exhibit and exemplify MMA core values – integrity, win/win business approach, positive attitude, commitment to excellence, client focus, agency loyalty, support of agency vision/mission/strategies, treat internal teammates and external customers/partners with dignity, respect and fairness.
• Serve as internal subject matter expert in designated areas of expertise.
• Coach, mentor and train Sr. Account Executives, Account Executives, Account Managers and other team members as requested by the Vice President of Client Services or Region Benefits Practice Leader, or sponsoring Producer/Partner, or as appropriate to the needs of the Account Management Team and/or clients.
• Meet or exceed MMA standards of excellence, including but not limited to:
• Process mail, email, and phone requests on a daily basis.
• Initiate own correspondence with clients.
• Ensure that items are delivered or mailed to clients on a timely basis.
• Maintain files and records in an orderly, timely manner and in accordance with agency policy and processes, including effective use of Electronic Documentation System.
• Maintain and exhibit a positive, professional appearance and image.
• Understand and adhere to policies and procedures within the MMA employee handbook.
• Adhere to security and compliance requirements, appropriately manage/protect PHI and PII, and protect agency intellectual capital

REQUIREMENTS:

• College degree or equivalent professional experience preferred.
• 5+ years of Account Consultant or Executive experience, ideally with an agency, and in account management, account executive, and/or sales roles. Benefits experience with a carrier or employer may also be considered.
• Mastery level knowledge of benefits products, services, market dynamics, carriers/TPAs/vendors, fully insured and alternative funding arrangements.
• Proven track record of success in client management, account management, executive level relationship building, negotiations, sales/marketing, renewals, financial reporting & analysis, client consultations, presentations, revenue management.
• Ability to fully manage, renew and retain clients without Producer/Partner involvement.
• Proficient with Microsoft Office Suite, especially email, Word, and Excel.
• Proficient with PowerPoint.
• Active Texas Life, Accident & Health License.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at:

Who We Are:

We are Lever, a marketing agency that stands at the intersection of experience and innovation. Lever is a place where the acumen of industry experts harmonizes with the latest advancements in advertising technology. Our focus? Spotlighting our clients, the true protagonists of our success narratives.

Our team is a dynamic collective of individuals, united in their pursuit of excellence and innovation. We foster a culture of transparency and adaptability, building partnerships grounded in trust and mutual growth. At Lever, we are more than just an agency; we are a community of marketing professionals who are curious, driven, and committed to delivering results that surpass expectations.

As a potential member of the Lever team, you would be joining an organization that values great work, strong integrity, and high morale. We are growth-oriented, constantly seeking avenues to not only enhance our clients’ journeys, but also to nurture careers and foster lasting relationships.

Join us at Lever, where we are reshaping the marketing landscape, one success story at a time.

How We Define Success in This Role:

The Account Director serves as the strategic and operational leader of a dedicated client pod. This individual is ultimately responsible for the health, performance, and growth of the clients assigned to their pod.

Success in this role is defined by the ability to lead client relationships, guide strategic direction, and ensure that the pod consistently delivers high-quality marketing performance. The Account Director ensures that campaign strategy, media execution, and client communication remain aligned with each client’s business objectives.

A successful Account Director demonstrates strong leadership, strategic thinking, and a deep understanding of digital marketing. They are able to guide both clients and internal teams toward effective marketing solutions while maintaining accountability for results.

The Account Director works closely with the Media Director to ensure that marketing strategies translate into effective campaign execution across platforms. They are also responsible for mentoring and managing the client-facing and operational members of their pod.

This role reports to the Director of Client Success and works closely with the Media Director assigned to the pod.

Primary Ownership Areas:

• Client relationship health
• Strategic direction of accounts within the pod
• Revenue growth and retention within the pod
• Escalation management
• Performance accountability for pod clients

What You’ll Do:

Lead Client Strategy and Relationship Management

Serve as the senior strategic advisor for clients within your pod, ensuring that Lever’s marketing initiatives align with each client’s broader business goals.

Develop and guide long-term marketing strategies that incorporate multiple digital channels, audience insights, and evolving platform capabilities.

Build strong, trusted relationships with client stakeholders through thoughtful communication, strategic guidance, and proactive problem solving.

Identify opportunities to expand client engagements by introducing new strategies, marketing channels, and performance initiatives that support business growth.

Serve as the primary escalation point for client concerns, ensuring that challenges are addressed quickly and effectively.

Lead and Manage a Cross-Functional Pod Team

Oversee the overall performance and coordination of the pod supporting your client portfolio.

Manage Account Strategists and Project Managers within the pod, providing guidance, mentorship, and leadership.

Ensure that all pod members remain aligned around client goals, campaign priorities, and deliverables.

Collaborate closely with the Media Director to align client strategy with media planning and execution.

Promote a culture of accountability, collaboration, and continuous improvement within the pod.

Oversee Strategic Marketing Planning

Guide the development of marketing strategies that incorporate paid media channels such as paid search, paid social, programmatic media, and emerging advertising platforms.

Ensure that marketing strategies reflect a strong understanding of audience behavior, competitive positioning, and industry trends.

Collaborate with Media Directors to ensure campaign plans are aligned with broader strategic goals.

Support the development of testing frameworks, measurement approaches, and optimization strategies that improve marketing performance.

Ensure Operational Excellence Across Accounts

Work with the Project Manager to ensure deliverables remain organized, timelines are maintained, and client commitments are met.

Review reporting insights and campaign performance to ensure that strategies remain aligned with client objectives.

Ensure that the pod operates efficiently while maintaining high standards of quality and accountability.

Maintain visibility into client budgets, campaign performance trends, and strategic opportunities across the pod’s accounts.

Drive Client Growth and Long-Term Partnerships

Identify opportunities to expand client relationships through additional marketing services, new channel initiatives, and strategic recommendations.

Work with agency leadership to develop growth strategies for key accounts.

Ensure that Lever continues to deliver strategic value that strengthens long-term client partnerships.

What You’ll Bring:

A strategic mindset combined with strong leadership and communication skills. You are comfortable guiding client strategy while managing internal teams responsible for execution.

5+ years of experience in digital marketing, marketing strategy, account management, and/or client services within a marketing agency or performance-focused environment.

Strong understanding of integrated digital marketing channels including paid search, paid social, programmatic media, and performance marketing strategies.

Experience managing complex client relationships and guiding marketing strategies across multiple channels.

Demonstrated ability to lead teams, mentor employees, and coordinate cross-functional work.

Strong analytical thinking and comfort interpreting marketing performance data to guide strategic decisions.

Exceptional communication and presentation skills, with the ability to explain complex marketing strategies to clients and internal stakeholders.

Highly organized and capable of managing multiple client priorities simultaneously.

Benefits Shortlist:

• Competitive salary
• 100% employer-paid medical, dental, and vision benefits
• 401(k) with employer contribution
• 13 paid holidays
• Generous vacation and personal time-off package
• Remote work flexibility
• Company donation match — you donate, we donate
• Time off for community service

ExtensisHR, one of the largest Professional Employer Organizations (PEOs) in the U.S. and the fastest growing PEO in the Northeast, is looking for talented people to join our team. If you want to contribute your talents, make a bigger impact, and be part of the hot HRO industry, we’re interested in talking to you. Come catch the PEO wave with Extensis—we’re focused on the biggest market in the most attractive region of the U.S. Together with our experienced professionals, you can help us deliver on our brand promise to simplify HR. Our portfolio includes personalized services for HR, benefit plans, payroll and taxes, employer risk, compliance, and employee management. Today, we manage over $3 billion in employment-related costs annually—and we’re growing every day.

At ExtensisHR, our Client Success Group ensures our clients’ success and builds client loyalty through strategic and personalized solutions in which allows our clients to meet and or exceed their company goals.

The Key Account Manager will be responsible for retention of our most profitable clients by ensuring client satisfaction and a high rate of client engagement. They will serve as the main point of contact within their assigned group of clients driving continued success, increased value, and client satisfaction through execution of our retention strategies and leveraging ExtensisHR’ s robust suite of products and services.

For more information about the company visit You Are:

The Key Account Manager will service their assigned clients by executing their account management strategy, tactics, and engagement calendar while delivering clear communications and gathering client feedback along the way. The Key Account Manager is responsible for monitoring the status and satisfaction of each client by focusing on mitigating known risk factors and competitive threats. They will proactively identify opportunities and solutions to support client goals and objectives while ensuring they are successfully leveraging our products and services.

To be successful in this role, it is crucial for the KAM to be open minded and objective to see all perspectives during each interaction. You must have a passion for building relationships and believe in being the difference maker within those relationships. This job is fast paced and requires someone who can balance multiple priorities and stay organized in a rapidly changing environment.

Our people are passionate about what they do, the product they sell, and the clients they serve. If you're looking for an opportunity to be a part of a work family that values collaboration, innovation, and dedication, we're the right company for you.

• Communication – KAM needs to excel at communicating via MS Teams, in person, phone, email and internally across teams
• Product Knowledge – This critical component of the job requires custom or curated solutions tailored to key accounts.
• High Business Acumen – KAMs must be comfortable engaging C-suite executives and coordinating internal operations successfully
• Resourceful Problem Solver – Proactively recognize opportunities and offer solutions before the client asks based upon connecting the dots between client interactions and our solutions stack
• Highly Likeable – Must present the ability to de-escalate client issues and become a trusted advisor which gains client confidence
• Relationship Savvy – strong intuition and the ability to establish a strong connection in a meaningful way across a variety of levels and personalities
• Results Oriented – Clear focus on achieving results for key accounts.
• Collaborator – KAMs are internal team builders that have a unique ability to create a network of SMEs to produce favorable outcomes for clients

What You'll Do:

• Critical role responsible for the retention of a segment of ExtensisHRs top clients
• Focused on building strong relationships with their assigned clients’ C-Suite and/or broker partners.
• Develop deep relationships with decision makers, users, and influencers to ensure the client’s needs and expectations are being met
• Must develop a deep understanding of our products, services, and processes to help navigate our service model
• Ability to identity gaps and areas of opportunities in which ExtensisHRs services can be a value add to assisting a client achieve their business goals and objectives.
• Increase client engagement by aligning and maximizing ExtensisHRs’ full suite of products and services (i.e. Performance Mgt, ATS, and Recruiting Services)
• Effectively and efficiently manage assigned clients’ experience during all phases of their relationship inclusive of their healthcare renewal season.
• Become an expert internal operator with an ability to resolve request and escalations effectively and efficiently the first time
• Proactively identify and implement strategies to maximize a client’s lifetime value (LTV).

AI Utilization and Literacy:

A key function of this role includes the effective use and understanding of artificial intelligence (AI) tools and technologies to enhance productivity, decision-making, and overall performance. This position is expected to maintain awareness of emerging AI applications relevant to their responsibilities, apply AI tools ethically and effectively, and continuously develop their AI proficiency.

What You Bring:

• Minimum of 10 years of successful experience managing high profile accounts and relationships
• Dynamic personality and high business acumen that will immediately resonate with our clients
• An intuitive problem solver that cannot only resolve client escalations, but identify future and potential escalations to get in front of issues before they manifest
• You must enjoy and thrive in a fast-paced environment that is quickly evolving
• The ability to have clear, candid, and professional business conversations with business leaders
• Must be extremely curious and inquisitive to uncover client issues and needs
• This person will have a competitive nature and thoroughly enjoy winning
• A servant leadership mindset focused on helping clients achieve what is most important to them
• Experience in HR, PEO, ASO, HR Software or Benefits related industries highly desirable
• Bachelor's Degree or appropriate experience

What We Offer:

Position Salary:

95k-125k

Effective 06/1/2025 NJ passed a Pay Transparency Law which requires NJ based hiring to include a compensation range on each job posting. This compensation range is presented in good faith for candidates that are hired in these roles will be presented a salary within the range stated on the job posting.

At ExtensisHR, we recognize there are many factors that influence your overall satisfaction both at work, and in your personal life. Under our You, Supported program, we provide a perfect mixture of compensation, benefits, company culture, and resources to our employees that help you reach a happier, more balanced life. Some of these offerings include:

• Competitive compensation to reward you for your hard work every day.
• Progressive Paid-Time Off Program for you to enjoy time out of the office, including time off for volunteering and life events.
• Group Medical, Dental, Vision and Life insurance to encourage a healthy lifestyle available from day one.
• Student Loan Assistance Program where ExtensisHR contributes towards your student loans.
• Pretax Spending Accounts to ease taxes on health and dependent care expenses.
• Extensive professional development programs to help you get to where you want to go in your career.
• Discounts in retail and entertainment.
• A social and community outreach committee that promotes a fun inclusive culture through in-office events and networking opportunities.
• Complimentary coffee and snacks to keep you fueled and productive throughout the day.

ExtensisHR is committed to a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Work directly with Client Service Team (Client Managers, Client Executives and Principals) to provide a high level of client support in response to routine client requests and needs, act as liaison with carriers, and maintain client and carrier information.

Essential Duties & Responsibilities

Support the Client Service Team with the renewal process.

• Initiate marketing and renewal process by gathering client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups. For specifically assigned clients, prepare RFP.
• Select employee benefit markets for solicitation, analyze market proposals received to verify benefits, premium rates and competitiveness and provide input in identifying alternative plans to show with analyses.
• Collaborate with Client Service Team to negotiate with current and bidding carriers to ensure most competitive rates/products for clients.
• Finalize and maintain client and carrier spreadsheets in accordance with internal requirements and client requests.
• Produce cost contribution analysis to be included in presentation to clients.
• Initiate, prepare and coordinate materials for the enrollment process and other formal client presentations.
• Coordinate client open enrollment / health fair events.
• Work with carrier representatives to coordinate activity for a smooth implementation of new plans.
• Coordinate Administrative Installation with insurance carrier and participate in installation meetings.
• Maintain Agency Management System and the ImageRight System.
• Follow processes and procedures as outlined in the Procedure Manual.

Provide day to day client service

• Act as liaison for client to research and resolve coverage, claim and administrative problems.
• Respond to client and carrier questions in a timely manner, requesting assistance from others on the Client Service Team if needed.
• Ensure the client data is accurate and current upon each renewal and throughout the policy period.
• Prepare files and other records needed by MMA.

Develop good relationships with Clients and others on the Client Service Team.

• Maintain the professional standards established by MMA when working with clients.
• Provide back up to other Benefit Analysts as needed.
• Share information with Benefit Analysts and others to create a good network of information within the Department.
• Attend monthly Analyst meetings and other meetings as requested.
• Serve as a technical resource / mentor to less experienced associates.

Education and/or Experience

Successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.

This position interacts with and provides service to internal associates and has contact with external vendors. The Benefits Analyst must be positive and approachable, and work effectively with diverse personalities. In addition, the following is required unless otherwise noted:

• Must possess a basic understanding of health and welfare plan benefits and carriers acquired through 3 years of experience providing group health and benefits service preferably at a brokerage or carrier or performing in a benefit specialist role with a Human Resource department of a large corporation.
• Bachelor degree preferred
• Maintain a valid, unrestricted State of California Life & Disability License and meet the continuing education requirements.
• Maintain a valid Driver’s License and dependable transportation.
• Proficiency with Microsoft Word, Excel and PowerPoint to include professional work experience creating tables, charts, graphs, pivot tables and formulas.
• Math skills are required to perform basic arithmetic, calculate percentages and amounts based on a percentage increase/decrease
• Above average analyzing, problem solving and planning/organizational techniques are essential.

Work Environment & Physical Demands

• Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
• Work is performed in a typical interior/office work environment.
• Occasional travel to client sites may be required. Travel is usually within driving distance.

The applicable base salary range for this role is $49,000 to $91,300.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

#MMAwest

#MMAEHB

#LI-DNI

Description

• 
  Collaborate seamlessly with colleagues across various teams, including Client Acquisition, Client Success, CX, Training, Global Support, and Product, to provide a tailored and flawless experience for your accounts.
• 
  Demonstrate strong leadership within account teams, guiding internal stakeholders to deliver seamless onboarding experiences.
• 
  Coordinate internally and within clients all tasks and actions to develop a comprehensive onboarding experience
• 
  Initiate and nurture relationships with clients within the first 30 to 45 days of their subscription.
• 
  Lead and manage enterprise-level clients, including Fortune 500 accounts ensuring strategic alignment, smooth onboarding, and measurable adoption of Meltwater's AI-powered solutions.
• 
  Champion innovation and the adoption of emerging technologies across implementation practices
• 
  Establish yourself as a trusted advisor and expert across Meltwater's SaaS AI platforms.
• 
  Leverage AI-driven tools and data insights to enhance onboarding efficiency, optimize workflows, and deliver smarter client solutions.
• 
  Assist in configuring and setting up the application to meet clients' desired outcomes effectively.
• 
  Construct and manage complex Boolean logic queries and analytics for insightful data extraction.
• 
  Develop customized reports and dashboards tailored to individual client parameters to assess the impact of their marketing, public relations, and social media outreach campaigns.
• 
  Proactively identify potential risks or blockers in implementations and escalate appropriately to maintain timelines and quality.
• 
  Conduct both online and in-person training sessions to facilitate platform proficiency among clients.
• 
  Coordinate and prioritize project tasks, manage timelines, and maintain comprehensive project plans.
• 
  Drive engagement and adoption, fostering enthusiasm and passion through meaningful client interactions.
• 
  Effectively communicate project status and deliverables with internal and external teams to ensure project success.
• 
  Uphold client satisfaction through proactive follow-up, responsiveness, and clear communication.
• 
  Track milestones and document client interactions and insights to enhance overall client experience and relationship management.
• 
  Identify opportunities to streamline and improve internal processes for greater scalability and client satisfaction.

• 
  A Bachelor's degree or higher and a minimum of 3 years of relevant experience in a client-facing role within software support
• 
  A strong executive presence, coupled with excellent verbal and written communication skills, enables you to effectively convey ideas and build rapport.
• 
  Empathy and an innate ability to understand customer needs, fostering rapid relationship development.
• 
  A keen interest in AI technologies and an understanding of how they can enhance client onboarding and operational efficiency.
• 
  Business acumen and a comprehensive understanding of diverse departmental and industry requirements.
• 
  Proven ability to lead cross-functional teams and influence without direct authority
• 
  Strong multitasking capability - comfortable managing several client projects simultaneously in fast-paced environments.
• 
  A customer-centric mindset, recognizing the significance of maintaining robust customer relationships.
• 
  Strong problem-solving skills and exceptional organizational abilities, encompassing prioritization, scheduling, and time management.
• 
  Demonstrated proficiency in presentation skills, adept at facilitating online meetings, delivering comprehensive training sessions, and collaborating with clients to address concerns.
• 
  A continuous improvement mindset, always seeking ways to enhance team collaboration and implementation effectiveness.
• 
  A deep understanding of and passion for media, news, and current affairs.
• 
  Experience in crafting complex Boolean queries, underscoring your proficiency in data analysis and extraction techniques.
• 
  Excellent written and verbal communication skills in English. Spanish or another language is a plus.
• 
  The ability to legally work in the country of hire is required for this position.

• 
  Enjoy comprehensive paid time off that allows you to have an enhanced work-life balance.
• 
  Excellent medical, dental, and vision options
• 
  401(k) matching, life insurance, commuter benefits, and parental leave plans
• 
  Complimentary CalmApp subscription for you and your loved ones, because mental wellness matters.
• 
  Thrive within our inclusive community and seize ongoing professional development opportunities to elevate your career.

• 
  Hourly Salary $35 an hour USD + discretionary 5% annual bonus subject to the terms of the applicable bonus plan. Earnings are dependent on individual sales performance.

Job Description:

Overview:

We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.

Job summary:

Chatham's Hedge Accounting Practice is a thought leader in our industry. Chatham provides world-class derivative strategy, structuring and execution advice, coupled with world-class accounting advice to ensure the best capital markets outcomes for our clients. Chatham's ability to provide this combination of advice and suite of services is unique in the marketplace. Our team members advise clients on the design and implementation of hedge accounting strategies on high-profile interest rate, foreign currency and commodity hedging transactions. We consult on a high volume of transactions annually, each with its own set of facts and circumstances, which provides our team members with tremendous opportunity to learn quickly. Often our consulting engagements lead to direct contact with our clients' auditors and regulators, which adds another nuance to the consulting process. We also engage with accounting standard setters as they work to improve the hedge accounting guidance under US GAAP and IFRS. Chatham is a professional services firm, and as such the needs of our clients influence our schedules and deadlines. However, we seek to work with our team members to provide flexibility when needed to help manage personal and professional lives.

Chatham is looking for an Accounting Advisory Associate Director who is interested in accounting, economics, and financial risk management. The ideal candidate has a willingness to learn complex areas of accounting and risk management with strong communication and advisory skills. A successful candidate will enjoy a collaborative environment, an apprenticeship development model, and be interested in challenging, client-serving work.

Your impact:

Chatham's purpose is to empower our clients to achieve the best capital markets outcomes. In this role, you will interact with treasurers, CFOs, controllers, audit partners, audit firm derivatives specialists, and standard setters. As an organization dedicated to exceptional client service, we strive to exceed client expectations with our expertise and responsiveness. This role has a major client service/consulting component. Members of the team will have the opportunity to provide answers to client questions around complex topics, conduct research, have discussions with key personnel, and truly add value to our clients' needs. One of our core principles is to win as a team. You will have the opportunity to develop a specialization in this role - work with intelligent colleagues who are as invested in your success as they are in their own, learn about many different industries in an environment that encourages asking questions, and develop in your role.

In this role you will:

• Develop an excellent understanding of hedge accounting and the underlying economics of interest rate, foreign currency and commodities hedging through daily interaction with Chatham's hedging advisors
• Advise clients up to the highest levels of accounting and finance on structuring, implementing and ongoing accounting for various hedging strategies, including preparation of board presentation materials, accounting policy papers and technical accounting memos, pro-forma financial statement impact analysis, hedge designation memos, hedge effectiveness tests and sensitivity analyses
• Manage a portfolio of clients providing advice on hedging strategies, running and analyzing effectiveness tests, drafting hedge designation memos, creating journal entries and financial statement disclosures in accordance with US GAAP and IFRS, and providing management and auditor support
• Serve as a subject matter expert who your clients and colleagues seek for guidance often requiring preparation and presentation of technical accounting education materials to various stakeholders
• Lead projects to help clients design hedge accounting programs that meet their economic and financial reporting objectives
• Contribute to internal initiatives to drive process efficiency, standardization, and technology design by providing technical accounting expertise
• Work together with our Advisory and Accounting Operations team members to prepare and review period-end accounting deliverables that will impact the client's financial reporting
• Work directly with clients and internal teams to onboard client portfolios or new hedging strategies into our technology platform
• Contribute to cutting-edge research in one of the most complex and still-evolving areas of accounting

Contributors to your success:

• A bachelor's or master's degree in accounting; a minor or interest in economics or finance is a plus
• Certified Public Accountant (CPA) designation
• 4+ years in public accounting audit or accounting advisory (Big Four is a plus)
• A passion for technical accounting, related research, and reading and applying US GAAP and/or IFRS accounting standards
• Experience in ASC 815/ASC 820 and/or IFRS 9/IFRS 13 and desire to become a subject matter expert on these topics
• A desire to thrill clients - the client service part of public accounting is fulfilling for you, and you'd like to carry your client-service orientation into this next opportunity
• Strong teamwork mentality with the understanding that a committed and diverse team always outperforms an individual
• Strong attention to detail
• Excellent oral and written communication skills with the ability to distill complex topics concisely to a diverse range of client audiences
• Quantitative/analytical skills and mathematical proficiency
• Ability to prioritize competing demands to deliver a high level of client service
• Excellent Excel and PowerPoint experience
• An interest in finance will help you in understanding the economics of the derivatives transactions and how to account for these transactions
• A commitment to working in the office in a highly collaborative environment
• Travel of ~10% is possible; our work is not conducted at our clients' locations, but we do travel occasionally for business development and relationship management purposes

About Chatham Financial:

Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries - handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, .

Chatham Financial is an equal opportunity employer.

ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry-leading practices. ProSidian services focus on the broad spectrum of Enterprise Service Solutions for Risk Management | Compliance | Business Process | IT Effectiveness | Engineering | Environmental | Sustainability | and Human Capital. We help forward-thinking clients solve problems and improve operations.

Launched by former Big 4 Management Consultants; our multidisciplinary teams bring together the talents of nearly 190 professionals globally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies. Our solution-centric services are deployed across the enterprise, target drivers of economic profit (growth, margin, and efficiency), and are aligned at the intersections of assets, processes, policies, and people delivering value.

ProSidian clients represent a broad spectrum of industries including but not limited to Aerospace And Telecommunications | Consumer Products, Services, And Retail | Development And Sustainability | DOD/Military | Energy, Resources, & Industrials | Financial Services | Government & Public Services | Information Technology, Media, And Telecommunications | Life Sciences & Health Care | Manufacturing And Operations | Nuclear and Environmental | Professional Services, etc.

ProSidian Seeks a HR Compensation Senior Consultant (HRC4) to support an engagement for a federal financial regulatory agency and one of two agencies that supply deposit insurance to depositors in American depository institutions. This agency supplys deposit insurance to depositors in American commercial banks and savings banks. This Banking, Financial Services, and Insurance Sector Role is a Senior Consultant Labor Category Position located at or near CONUS - Washington, DC (Remote).

This service supports Banking, Financial Services, and Insurance Sector Clients (For Present / Future Requirements) and ProSidian Team Members work as part of a Engagement Team Cadre (Labor Category: Senior Consultant) to fulfill T&M - Time and Materials (T&M) requirements and to provide Employee Compensation, Pay for Performance, and Classification Consulting Services on behalf of a federal financial regulatory agency and other Federal Government clients with services required to include support from experienced consulting for review and evaluation of compensation programs; including classification, exemption status under the Fair Labor Standards Act, salary structures, locality pay, pay setting, pay for performance, pay equity, job analysis, premium pay, variable pay, and rewards. The ProSidian Engagement Team works to evaluate Federal Client's current compensation policies, programs, and practices for effectiveness in attracting, retaining, and motivating the high-caliber talent required to fulfill its mission. Members of The ProSidian Engagement Team are expected to provide expertise principally in the areas of compensation and classification - Services focus primarily on Employee Compensation, Pay for Performance and Classification Consulting Services.

We aspire to build and enhance an exceptional and diverse team of high-achievers who always put mission and the spirit of service first. This position aligns with functional/technical service requirements and client engagements in the Banking, Financial Services, and Insurance Client Industry Sector - Financial Services: Building The Future Of Financial Services With Forward Thinking Solutions.. HR Compensation Senior Consultant (HRC4) Candidates shall work to support requirements for HR Compensation Functional Area Services and shall work as a HR Compensation Senior Consultant (HRC4) and

PARTICIPATE IN FUNCTIONAL / TECHNICAL ROLE BASED RESPONSIBILITIES AND SUPPORT RELATED TO:

• Research Of HR Programs: Research of human resources programs offered by exemplary public and private sector organizations, specifically related to compensation, pay-for-performance, total rewards, and classification.
• Review/Assessment Of Current Compensation Policies: Review and assessment of The Client's current compensation policies and practices based on relevant criteria (e.g. Federal regulations, industry best practices, professional guidelines, Corporation objectives).
• Analysis And Comment On Best Practices Proposals: Analysis and comment on proposals, providing alternatives based on identified best practices or \"next\" practices. Preparation of cost-benefit analyses of proposed changes to existing programs and development of new programs.
• Design And Development Of Compensation Programs Recommendations For Modifications: Design and development of recommendations for modifications to the The Client's compensation programs or initiation of new programs, including strategies for maximizing use of automated technologies to improve customer service, operating systems, and program efficiency.
• Presentation Of Recommendations For Changes To Existing Programs: Presentation of recommendations for changes to existing programs and creation of new programs that meet The Client's strategic plan and support its corporate values and goals.
• Development Of Implementation Strategies And Project Plans: Development of implementation strategies and project plans and assistance in the development and execution of revised or new programs, including revision of policies and standard operating procedures to reflect programmatic changes.
• Development, Implementation, And Evaluation Communication And Education Strategies: Development, implementation, and evaluation of The Client's (nationwide) communication and education strategies, vehicles and documents to ensure that employees and human resources staff understand the programs.
• Designing, Conducting, Administering Surveys: Designing, conducting, administering, compiling, analyzing and summarizing and disseminating surveys comparing The Client's compensation and classification policies and programs to other FIRREA agencies and federal financial regulators, other Federal and public sector organizations, and the private sector.
• Collecting Data By Electronic And Web-Based Methods: Collecting data by electronic and web-based methods. Publishing in electronic and hardcopy, the survey results and disseminating to survey participants.
• Consulting To Senior Management Officials: Consulting to senior management officials during collective bargaining and other labor- management initiatives in preparation for development of, and during the administration of, a negotiated multi-year Compensation Agreement. Meeting periodically with The Client's and, at The Client's request, union representatives to review financial and program design issues. Preparation of financial exhibits, agenda, summaries of issues, cost analyses, and opinion papers. Serving as a technical expert on compensation and classification during the The Client's collective bargaining process. Costing and issuing analysis of union proposals during course of negotiation.
• Advising The Client's On Legislative And Regulatory Changes: Advising The Client's on legislative and regulatory changes that may affect The Client's programs. Incorporating legislative and regulatory changes in recommendations.
• Writing Or Reviewing Of Job Descriptions, Performing Job Analysis And Evaluation: Writing or reviewing of job descriptions, performing job analysis and evaluation of The Client's positions and reviewing evaluations performed by The Client, as requested. Determining jobs' exemption status relative to the Fair Labor Standards Act, as administered by the U.S. Office of Personnel Management and defined in the code of federal regulations. Meeting with The Client's management, employees and/or their representatives, as needed to gather information needed to evaluate positions, or to explain the methodology and support decisions. Preparing oral and written depositions and testimony and representing the The Client's in person or in writing, if needed, to explain the methodology and to support the evaluations in internal and external review processes, including appeals, grievances, arbitration, or legal action.
• Providing Consulting Services, Including Analysis, Benchmarking, Program Design: Providing consulting services, including analysis, benchmarking, program design, development and implementation as needed for ad hoc requests. Preparing opinion/white papers, cost-benefit analyses, and special reports addressing specific human resources issues.
• Provide Communication Plans And Change Management Strategies: Provide communication plans and change management strategies to ensure successful implementation of any new programs and initiatives resulting from above recommendations.

TEAM PROSIDIAN PERSONNEL SHALL HAVE EXPERIENCE IN THE FOLLOWING:

• Expertise and experience in designing, developing, implementing, communicating, administering and evaluating human resources programs, with emphasis in compensation and classification in large (i.e., over 4,000 employees) geographically dispersed organizations with a technical, multi-faceted mission of national scope.
• Demonstrated successful experience in designing and implementing innovative private and public sector compensation and pay for performance programs, and/or expertise in a unionized environment.
• Experience in job analysis and evaluation, with expertise in making accurate Fair Labor Standards Act (FLSA) exemption determinations, and demonstrated ability to successfully defend those decisions to employees, management, and/or outside parties.
• Expertise in state-of-the art compensation, pay for performance, and awards programs, with the ability to tailor such programs to a public-sector regulatory/operational organization.
• Knowledge of existing laws and regulations pertaining to the federal compensation, classification, performance, and recognition programs, and to the federal financial regulatory agencies.

SENIOR CONSULTANT ENGAGEMENT TEAM MEMBER QUALIFICATIONS:

• Expert knowledge of and extensive experience in classification, FLSA determinations, developing and/or implementing job evaluation programs, including development and writing of job descriptions, job analysis and job evaluation methodology, ensuring sound and fair application of evaluation methodology, explaining and defending the results during internal and external review.
• BS in business administration, human resources or other related field and a minimum of seven (