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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.

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.

**DIRECT APPLICANTS ONLY; WILL NOT RESPOND TO RECRUITING FIRMS**

Job Title: Account Manager (Client Services Lead)

Department: Business Development

Reports To: Global Vice President, BD

Environment: Drug Free Workplace

HQ Office: Houston, TX 77046

Location: Remote, requires Travels

Position Summary:

The Account Manager, also known as Client Services Lead (CSL), will primarily focus on strengthening and deepening client relationships and overall account health, ensuring clients receive value from the services provided. Account Managers will be responsible for up-selling and cross-selling of additional service lines that align to both client and Revenew objectives.

Ideal CSL Candidate Profile:

• Seasoned Account Manager with 10+ years of consultative selling at a national/enterprise level
• Current resident of the Houston area with willingness to travel (20-30%)
• A driven sales professional with consultative approach to managing complex client relationships
• Proven track record of meeting and exceeding quotas
• Preference will be given to candidates with an existing rolodex of contacts/relationships at prospective client companies
• Ideal prospective clients are those with $3B+ in annual revenue in Pharma, Automotive, Chemical, Mining, and/or Industrial Manufacturing industries

Essential Duties and Responsibilities:

Client Relationship Management:

• Act as the primary point of contact for clients
• Foster strong relationships at multiple levels within the organization
• Develop relationships with all identified buyer personas in key departments
• Ensure clients are satisfied and address any concerns or feedback
• Address operational concerns - audits taking too long, lack of communication from planner or auditor, etc.
• Address client concerns – known items, giving away issues without fair compensation, etc.
• Monitors and communicates/presents overall audit/project progress, findings, program metrics, and corrective actions to clients (quarterly, but at least annually)
• Creates and develops account delivery plans, i.e. audit/project plans (at least annually)
• Assist operations with client roadblocks (e.g. delayed kick-offs, settlements, timely response to data and system access requests)
• Conduct regular check-ins and strategic discussions to understand evolving client needs (executive summary meetings)
• Responsible for gathering data and compiling presentations for client engagement meetings (including specified portions of status calls) while also leading and guiding these discussions
• Maintain regular onsite presence at clients’ offices (i.e. quarterly visits)
• Assist Operations with escalating disputes to client sponsor when necessary
• Hosting and cultivating client relationships through high-level engagements, such as meals, charitable sponsorships, golf outings, concerts, and sporting events

Account Strategy & Growth:

• Develop strategic account plans that meet both client objectives and our revenue targets
• Work to expand scope of existing services (e.g. larger number of CC audits, expand SPR to cover international locations, etc.)
• Meet annual account growth targets established during annual planning cycles
• Identify and propose additional services that align with the client's and Revenew’s goals
• Monitor market trends to identify opportunities for growth

Contract & Financial Oversight:

• Handle contract renewals, negotiations, and pricing discussions (with client and internally)
• Ensure accounts are profitable, managing forecasted revenue
• Address any billing issues, invoicing and ensure timely payment

Other

• Facilitate regular collaboration with operations teams (PI, SPR, STR, Severance Tax, CC) to continually assess emerging opportunities and address ongoing challenges
• Responsible for status reports, executive summary materials, RFPs, presentations, etc.
• Perform CRM, marketing, social media and internal reporting duties, as assigned
• Leverage client relationship to get peer leads/referrals for the BD Hunters

Qualifications:

Education/Experience:

• Bachelor’s degree in Business Administration, Sales, or relevant field
• At least 10 years of experience as an Account Manager, Key Account Manager, Sales Account Manager, or relevant role
• Demonstrated ability to communicate, present, and influence key stakeholders at all levels of an organization, including executive and C-Level sponsors
• Strong business acumen with a consultative approach to managing complex client relationships
• Proven track record of meeting and exceeding quotas and receiving positive customer feedback
• Adept at handling multiple account management projects simultaneously, while maintaining sharp attention to detail
• Proficient with common CRM software, such as HubSpot, ZoomInfo, LI Sales Navigator etc.

Language Ability:

Dynamic personality with exceptional communication, negotiation, and presentation skills while being an active listener.

Computer Skills:

Strong working knowledge of computers, Microsoft Office Suite, and applicable CRM tools.

Traveling Demands:

Travel is required and will depend on the geographical location of assigned clients. An average of 20-40% of time may be spent traveling to visit clients to perform the above-described roles and responsibilities. Company will reimburse for business-related travels as described in Revenew’s Travel and Business Expense Guidelines.

Compensation:

Competitive base salary commensurate with experience and incentive bonus program, which is based on individual performance.

Pre-engagement requirements:

Revenew International is a Drug Free workplace. All employees and contractors are required to successfully complete background checks and drug tests as part of the pre-employment screening process and prior to starting work for the Company.

E-Verify:

Revenew participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work in the U.S., Revenew is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

Company Description:

Revenew International is a professional services consulting firm specializing in five complementary services – Contract Compliance Reviews, Supplier Payment Reviews, Sales Tax Recovery, Severance Tax Consulting, and Performance Improvement engagements. Headquartered in Houston, TX, the company offers its services across North America. In its 26-year history, Revenew has successfully performed thousands of engagements throughout the U.S., generating more than two billion dollars ($2B) in revenue, cost recovery, and cost reduction benefits for our clients.

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
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  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.

Company Description

Press Ganey is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.

Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.

Our Mission:

We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.

Our Values:

To put Human Experience at the heart of organizations so every person can be seen and understood.

• Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.

• Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.

• Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.

• Dare to innovate:We challenge the status quo with creativity and innovation as our true north.

• Better together:We check our egos at the door. We work together, so we win together.

This position is responsible for the successful ingress of client data into Press Ganey databases. Client data is used to generate surveys (mail, phone and email) and to capture patient, employee and demographics for.

Job Duties:

• Creating new and updating existing InfoTurn import templates: Working in the TESTINFO & INFOTURN databases to create templates that will capture records from client uploads. Writing logical expressions to pull data from the files as necessary. Working with Account Managers and client IT contacts to verify upload settings such as languages, sampling, precodes, etc... Using tools to test and validate data. Submits for quality inspection by Senior/Lead EDI. Create FTP account and train client on the transmission process. Monitor uploads after implementation to ensure data imports are successful.
• EDI Cases: works independently to address open EDI cases. Writes advanced SQL statements to troubleshoot and define error causes. Reviews and deciphers FTP Server logs to troubleshoot and resolve advanced connection issues. Removes/alters data residing in the InfoTurn database and coordinates approval from appropriate departments (i.e. InfoTurn, Public Reporting, DAR, Client Experience). Upon request from Client Experience, Patient Advisory Services, Public Reporting or the client, the Senior EDI researches uploaded data concerning records processed, duplicates, errors, mailed, undeliverable, data integrity, FTP connection issues, etc... via V-Train (SQL), Intranet reports, Modify demograph, File Import Explorer, Ppatdemo, File Parser, Ultra-Edit, WS_FTP and/or visual inspection of the imported files.
• Communication: Work with both client and PG staff to coordinate the receipt of test data, data-mapping, and live updates. Explain upload methods and required changes to data. Document and communicate account status to client contacts, Client Experience, Public Reporting and Sales.
• Serve as the assigned EDI resource for large enterprise clients. Manage onboarding of new enterprise clients. Manage and implement newly purchased services and changes to existing client file layout(s). Attend scheduled, recurring and impromptu meetings regarding implementation and service issues. Provide ongoing support for all transmission, configuration and data integrity issues.
• Complete SRF update requests: Update import templates according to custom SRF changes not performed by SRF automation. Including add/remove languages, exclusions, custom expressions, custom lookups, etc... Test and validate data by importing data into the test info database and review stored data to assure accuracy.
• Provide phone support: Answer incoming client phone calls. Address issues relating to imported data, upload file errors, FTP transmission and connection errors. Provide second level support for issues escalated from Associate EDI Specialists and EDI Specialists. Provide direction, correct configuration issues or escalate to Lead EDI, EDI Manager or development teams. Attend scheduled client conference calls.
• Training and mentoring: Assist with training EDI new hires on various subject matters including PG developed applications, off the shelf applications, database structure and PG/EDI policies and procedures. Assist with training new hire Account Managers on Import Maintenance/SRF, CRM and Sales Force. Mentor Associate EDI Specialists, EDI Specialists and Account Managers as needed. Address questions from other departments.
• Participates in planning, user acceptance testing and testing of deployed bug fixes/feature enhancements. Works with developer teams to test and troubleshoot new software/hardware technology products.

Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Press Ganey we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Additional Information for US based jobs:

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.

Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

The expected base salary for this position ranges from $54,000to $70,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus tied to achieved results.

All your information will be kept confidential according to EEO guidelines.

Our privacy policy can be found here:legal-privacy/

About this role

The Onsite Manager is the primary client contact for our Adecco programs and the initial escalation point for any client questions and concerns. Through cooperation, ingenuity, and teamwork, the Onsite Manager is responsible for aligning themselves with our client’s business objectives and creating a collaborative partnership.

The Onsite Manager is fully accountable for the strategic, long-term evolution of the client program, including the overall direction and operational management of all business activities. Through the direction of daily recruitment/fulfillment activities, measurements against established KPIs, and the development of collaborative energies. The Onsite Manager will be integral in positioning their teams and programs for continued success.

What you’ll be doing

Grow & Retain Accounts

• Create and develop effective working relationships with key client contacts (e.g., HR, Operations) to foster business growth and understand each client's unique needs.
• Achieve and maintain high levels of client satisfaction – exhibited through client surveys and business reviews.
• Establishes and maintains a network of industry contacts through participation in professional/trade associations and other professional networking organizations.
• Prepare and present a monthly/quarterly business/performance review to the vertical Director and/or VP [QBR & QPR].
• Adopt and demonstrate the Group’s and client’s core values in the delivery of client-centric service.
• Responsible for retention of individual clients while maximizing fill rate, time to fill, and ensuring high NPS scores.
• Serve as a Brand Ambassador and participate in Thought Leadership activities that build Adecco’s reputation as the most admired workforce solutions partner.
• Ability to price and sell services (conversions, temporary and perm placement business).
• Builds and maintains knowledge of target industries, clients, roles, market share, and competition by communicating our value proposition.
• Continuously strive for innovation through enhanced processes, policies, and procedures – while meeting established KPIs and SLAs.
• Establish a plan to grow and retain existing accounts and newly developed clients.
• Compose reporting and interpret data and trends.
• Maintain general knowledge of the Adecco Group's service portfolio and be able to price and sell services (conversions, temporary and perm placement business).
• Obtain a clear understanding of the client’s business, staffing needs, culture, and program expectations.
• Serve as an escalation point for Client, Procurement, Operations, and HR Managers to discuss issues or requests involving the client program and associates.
• Ensure all agreed-upon client requirements (both operational and contractual) are completed and in line with agreed SLA targets.
• Ensure proper credit references are obtained, and client credit limits are established according to guidelines.
• Gain a complete understanding of the TOM and utilize it as a resource to strengthen the Adecco/client relationship.
• Partners with clients to define strategic objectives and hiring needs.

Job Requirements

A high school diploma or equivalent and 5+ years of relevant work experience. A minimum of two to five years of managerial/supervisory experience in the service provider industry is preferred. Must have a proven track record – measured by customer satisfaction service levels, increased responsibilities, and successful working relationships with colleagues and management. Successful track record of increased customer service levels and satisfaction, enhanced scope of responsibilities, and working relationships with colleagues/management.

• Effective written and verbal communication skills – both in a one-on-one and group setting.
• Ability to build and maintain strong client relationships and networks.
• Ability to successfully manage a recruitment team in a fast-paced environment.
• Excellent organizational, prioritization, and multi-tasking skills.
• Adept at establishing and managing KPIs and SLAs.
• Demonstrated ability to build and maintain strong client relationships and networks.
• In-depth knowledge of current recruiting practices compliant with federal and state laws and Company policies.
• Proficiency in MS Office (Word, Excel & PowerPoint) and ability to learn new software are required.
• Ability to develop and implement policies, procedures, goals, and objectives.
• Ability to strategically plan and serve as a catalyst for organizational change, cultivate a shared vision with others and motivate them to transfer vision into action.

Why choose us?

It’s an exciting time to be part of our team. We’re proud to be a global thought-leader and care about doing the best job we can to ensure better futures for everyone. We do this by building our strategy as a united team of 30,000+ colleagues with a collective spirit working in over 60 countries globally.

You’ll have the opportunity to grow across a variety of interesting jobs and careers over our extensive portfolio of global brands. We empower our colleagues to work in the smartest, most efficient ways to achieve total balance between the demands of their jobs and their lives. That’s why we give you the autonomy and support you need to work in the way that makes you most productive, agile, confident, and insightful.

Putting people first, pioneering with a collective spirit and always advancing with a growth mindset -that’s what we stand for at the Adecco Group. Here, we are all individuals with a unique perspective on the world we live in. That’s what makes us stronger. Whoever you are and whatever your background, you can be yourself. So, we aim to build on the attributes that make you, you. We offer a range of world-class resources for upskilling and development, satisfying your curiosity while the sharing skills, knowledge, and expertise to grow together.

Make an impact where it matters most.

A journey to bring out the best in you

We believe that having an understanding of the hiring process helps you to prepare, feel, and be, at your best. As a global, multi brand organization with multiple different roles, our application process can vary.

On our career site, you will find some of the key steps you can expect to guide you along the way.

As one of the world’s largest employers we believe in talent, not labels, and focus on the diverse and unique skills our people bring. We have zero tolerance for any unlawful discrimination or harassment, against any employee, associate, or candidate, at any stage of that person’s journey with us. We seek to foster a culture of belonging and purpose, an environment where everyone can thrive and feel engaged, and where difference is respected and valued. Our commitment to equity, equal opportunity, inclusion, and diversity is part of our broader commitment to respecting fundamental human rights across our value chain. The Adecco Group is proud to be an Equal Opportunity Employer.

The anticipated annual base salary range for this position is $71,699 - $89,624. Compensation varies based on a variety of factors including, but not limited to, experience, education, key skills, and geographic location. In addition to base salary, the position is also eligible for incentive compensation based on achievements outlined in the compensation plan.

Benefit offerings for full-time employment include medical, dental, vision, term life and AD&D insurance, short-term and long-term disability, additional voluntary benefits, commuter benefits, wellness plans, and a 401k plan or a non-qualified deferred compensation plan. Available paid leave includes Personal Time Off (PTO) on an accrual basis up to 152 hours a year, 10 Paid Holidays, 1 Community Service Day, and up to 6 weeks of Paid Parental Leave. PTO and holiday hours are prorated based on hire date within the calendar year.

Equal Opportunity Employer/Veterans/Disabled

The Company will consider for employment qualified applicants with arrest and conviction records

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 (

The Account Administrator works within the client service team to ensure accuracy of information and manage workflows and processes. Provides administrative and client support to the Commercial Insurance Department.

Position Responsibilities

• Receive emails and calls from carriers/lenders/clients and Lockton associates as the first line of contact for client service
• Create, modify, and ensure accuracy of Client Profile Information
• Ensure accuracy and timeliness of Surplus Lines Filings and determination of what filings are needed
• Create and Maintain Client Claims Manual
• Manage Incoming Client/Carrier Correspondence and Review/Decide Appropriate Action
• Initiate, Guide Renewal Service Cycle and Ensure TimeLine is Met
• Gather and Review Renewal Information from Client
• Ensure proper filing of client/carrier correspondence within Document Management System
• Manage Policy E-delivery to Client
• Review, file, and process all client specific new mail
• Ensure proper filing of client/carrier/internal correspondence, policy documents, etc. in document management system per P&C guidelines
• Track/Reconcile and ensure accuracy of incoming and outgoing client premium, invoices, and work with appropriate internal specialist teams to correct accounting issues or to decide best approach for differing situations
• Check audits for accuracy, process, send instructions for invoicing and determine when to confer with AE/AM regarding concerns
• Execute all changes for policies, monitor for receipt and accuracy of endorsements, maintain accuracy of client exposures information when making endorsement requests, and ensure invoicing is accurate and completed in a timely manner
• Provide premium breakdowns/premium summaries, as requested
• Manage client/account team/carrier/internal Lockton team associates' expectations regarding workflows, special projects
• Ensure appropriate information provided for completion of policy checks for policy checking team
• Work with team to update and ensure accuracy of proposals/summaries/final and accepted proposal
• Ensure accuracy regarding client information in systems
• Review incoming client certificate requests and provide instructions for processing
• Work with client to ensure carrier applications are completed
• Make a positive contribution to customer satisfaction and continuously strive to improve service to the customer
• Comply with Lockton's policies and procedures, including appropriate documentation
• Attend education workshops, and carrier functions, when requested
• Perform other work-related duties as assigned

Position Qualifications

• Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
• General understanding of commercial property and casualty coverages preferred
• Company or agency experience in commercial insurance services desired
• Understanding of commercial rating concepts preferred
• Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• High aptitude for accuracy in mathematical calculations
• Strong attention to detail required
• Understands industry trends and governmental regulations
• Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed
• Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadlines
• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information
• Legally able to work in the United States

The MJ Companies exists to inspire the success, fulfillment, and wellbeing of each person we serve: our associate and their families, business partners, clients, and the community. This statement drives everything we do, and we are committed to your personal fulfillment and professional success.

The Director of Benefit Compliance plays a critical role in supporting MJ's clients by navigating the complex landscape of employee benefits regulations. This role serves as a trusted expert and advisor on ERISA, ACA, HIPAA, and other applicable compliance matters, offering proactive guidance, creating tools and resources, and supporting MJ teams in delivering an exceptional client experience. The Director of Benefit Compliance ensures MJ remains at the forefront of healthcare compliance by monitoring regulatory changes, educating internal stakeholders and clients, and developing scalable compliance processes and tools.

Client Compliance Support & Consulting

• Serve as the subject matter expert on benefit compliance topics, including ERISA, ACA, HIPAA, COBRA, Section 125, and other federal/state regulations.
• Provide proactive guidance and day-to-day support to clients on a wide range of compliance questions.
• Assist with compliance reviews and audits, offering actionable insights and support.
• Partner with clients and vendors to support ACA reporting, RxDC, PCORI filings, and non-discrimination testing.

Compliance Documentation & Tools

• Coordinate essential compliance documents with vendor partners including:
  • Compliance Notice Packets
  • Custom client forms (e.g., affidavits, certifications)
  • Wrap Documents
  • Section 125/POP Plan Documents
• Support client agreement processes including Business Associate Agreements (BAAs), Compensation Disclosure Statements (CDS), Service Fee Agreements (SFAs), and Non-Disclosure Agreements (NDAs).
• Track timelines for required document restatements or updates.

Education & Communication

• Monitor impactful legislation and regulatory changes, and translate updates into client- and team-friendly resources.
• Develop and deliver compliance education through:
  • Monthly public webinars
  • Targeted email alerts and newsletters
  • Internal training sessions and team briefings
• Work with the Employee Benefits Communication team to create templates and guidance materials for clients to use during Open Enrollment or throughout the year.
• Work with the Marketing & Communications team to coordinate, facilitate, (and possibly present) compliance webinars for clients and prospects.

Internal & External Collaboration

• Partner closely with MJ's client service teams to ensure seamless compliance integration in client support.
• Collaborate with leadership and cross-functional departments to improve compliance offerings.
• Represent MJ in client meetings, vendor discussions, and public forums as a compliance thought leader.
• Assist in evaluating new products, services, or processes for regulatory risk and compliance alignment.

Leadership & Team Development

• Lead and mentor members of the compliance team, fostering professional growth and skill development.
• Delegate work effectively while maintaining quality and ensuring deadlines are met.
• Establish performance expectations, provide regular feedback, and conduct goal-setting conversations with team members.
• Promote a culture of continuous learning, collaboration, and client service excellence.
• Partner with People + Culture to support hiring, onboarding, and career development initiatives for compliance team members.

Education

• Bachelor's Degree in the field of Compensation & Benefits, Human Resources, Business Administration, Finance, or Healthcare Administration
• Master's in Human Resources, Public Health, Healthcare Law, or Business Administration preferred

Knowledge & Experience

• 710+ years of progressive experience in employee benefits, healthcare compliance, or legal/regulatory roles
• Experience supporting self-funded and fully insured health plans
• Demonstrated experience interpreting and applying federal and state regulations (e.g., ERISA, ACA, HIPAA, COBRA, MHPAEA) to benefit administration.
• Proven client-facing experience in a consultative or advisory capacity
• Experience managing or mentoring compliance, benefits, or HR teams
• Familiarity with vendor partnerships related to ACA reporting, RxDC, non-discrimination testing, or HIPAA tools
• Previous experience creating or overseeing compliance documentation and workflows (e.g., Wrap Docs, 125 plans, BAAs)

Technical Functions

• Interpret and apply regulations such as ERISA, ACA, HIPAA, COBRA, and Section 125 to client benefit plans
• Coordinate creation of compliance documents and agreements with vendor partners, including Wrap Docs, 125 plans, BAAs, and NDAs
• Oversee client compliance processes such as 5500 filings, PCORI fees, ACA reporting, and RxDC submissions
• Conduct compliance reviews, manage non-discrimination testing, and support remediation efforts
• Communicate regulatory updates and guidance through written alerts, webinars, and client meetings
• Collaborate with vendors and internal teams to implement compliance tools, dashboards, and reporting processes
• Maintain scalable compliance resources and ensure consistent client delivery across teams