Client Service Associate Position Jobs in Usa

Joining us as an Associate Team Leader, you'll support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office. You'll begin working a flexible part-time schedule in early December as you ramp up for the busy tax season and transition to a full-time schedule from January through April.

It would be even better if you also had:

• Experience supervising or managing people
• History of delivering outstanding customer experiences

What you'll bring to the team:

• Support the Multi-Unit Team Leader, serving as onsite point of contact for tax office associates and clients, ensuring quality and consistent execution that will allow us to promote the value of H&R Block
• Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to the Multi-Unit Team Leader and District General Manager as necessary
• Serve as point of contact for onsite escalated client service concerns
• Ensure clients are scheduled properly and conflicts are resolved, with escalation to the Multi-Unit Team Leader and District General Manager as necessary
• Lead the office from the front desk, providing phone coverage and engaging with clients to deliver an outstanding experience
• Lead daily activities to ensure that all tax office associates are scheduled, and work is completed according to deadlines, with attention to quality standards, priorities and overall goals
• Lead daily huddles and communicate essential information to office associates

Your expertise:

• Prior experience working in customer service or similar role
• Strong organizational skills and ability to plan and manage day-to-day office operations
• Customer-centric mindset and strong communication skills
• Computer proficient with the ability to use MS Office
• Demonstrated ability to work independently with minimal supervision
• Positive attitude
• Able to work a flexible work schedule of 40 hours per week and flexibility based on business needs
• High school diploma / equivalent or higher

Why work for us:

• Employee Assistance Program with Health Advocate.
• Wellbeing program, BetterYou, to help you build healthy habits.
• Neurodiversity and caregiver support available to you and your family.
• Various discounts on everyday items and services.
• Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.

The community you will join:

At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If you're looking to make an impact, H&R Block is the place for you.

Pay Range Information

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

Pay Range

$11.00 - $29.00/Hr.

Sponsored Job #6552

Are you a skilled attorney with a passion for defending public entities? Our dynamic and growing law firm is seeking an experienced Public Entity Defense Associate Attorney to join our team in Orange County.

Position: Public Entity Defense Associate Attorney

Location: Orange, California

Employment Type: Full-time

Key Responsibilities:

The ideal candidate will assist with all aspects of public entity defense litigation, including but not limited to:

· Handling a variety of matters involving public agencies and municipalities, such as:

o Police Liability and Excessive Force: Defending law enforcement personnel and agencies in claims arising from use of force, wrongful arrest, and other alleged misconduct.

o Employment and Labor Defense: Defending public entities in cases involving discrimination, harassment, retaliation, and wrongful termination.

o General Tort and Premises Liability: Managing claims involving injuries occurring on government-owned or maintained property.

· Conduct legal research and draft pleadings, motions, and briefs on complex legal issues affecting public entities.

· Review and analyze public records, discovery responses, and documents for relevance, privilege, and compliance with the Public Records Act.

· Participate in all phases of litigation including discovery, depositions, motion practice, trial preparation and appeals.

· Attend court appearances, settlement conferences, mediations, and hearings.

· Prepare and organize exhibits, witness materials, and trial binders.

· Collaborate and coordinate with public entity clients, risk managers, opposing counsel, and court personnel.

Qualifications:

· Juris Doctor (JD) degree from an ABA accredited law school.

· Active California state bar membership in good standing is required.

· 3-5 years of litigation experience, with a focus on public entity defense, government tort liability, or civil rights defense preferred.

· Proficiency in legal research and writing, with demonstrated ability to analyze complex legal and factual issues.

· Strong analytical, organizational, and oral advocacy skills.

· Excellent attention to detail and time management.

· Ability to handle multiple cases and deadlines efficiently, independently, and as part of a collaborative team.

• Proven track record of achieving favorable results for clients in motion practice, settlement, or trial.
• Availability for occasional travel as required for depositions, hearings, and client meetings.

What We Offer:

• Competitive salary and benefits package.
• Retirement plans.
• Bonus programs.
• Student loan assistance.
• Opportunities for professional growth and advancement.
• Supportive and collaborative work environment.
• Mentoring with senior associates and partner level attorneys.
• 3-to-1 attorney to secretary ratio.
• Paid office parking or Transit Pass.

How to Apply:

If you're ready to take the next step in your career and contribute to a thriving team, we'd love to hear from you! Please send your cover letter, resume, writing example, and a list of references to: with the subject line "Public Entity Defense Associate Application - OC."

Join a team dedicated to excellence in client service and professional growth. Apply today to take the next step in your legal career with Lynberg & Watkins, APC.

About us:

Lynberg & Watkins, formed in the early 1970's, has earned a long-standing reputation of excellence and prominence with clients and the legal community alike. The firm's core practice is in civil litigation and insurance coverage. We represent public entities, insurance companies and their insureds, private corporations and individuals on a national, regional and local level.

L&W's Los Angeles office representation includes the defense of high exposure personal injury actions, traumatic brain injuries, exposures to environmental contaminants, habitability claims, state and federal class actions and the investigation and defense of 1 party insurance fraud claims. Tired of your "Megalaw firm" where you are just a number, not getting the mentoring, credit and responsibility you deserve? We can fix that!

Associate Attorney – Restructuring, Insolvency & Bankruptcy

Location: Portland, Maine

Experience Level: 1–3 Years

A nationally recognized law firm is seeking a motivated Associate Attorney to join its Restructuring, Insolvency, and Bankruptcy practice in Portland, Maine. This is an excellent opportunity for a junior associate to work alongside experienced practitioners on complex and sophisticated restructuring and bankruptcy matters in a collaborative and growing practice.

The ideal candidate is intellectually curious, hardworking, and a strong writer, with a demonstrated interest in bankruptcy and restructuring law. The successful candidate will gain hands-on experience handling a variety of matters including bankruptcy litigation, insolvency proceedings, and restructuring engagements while working closely with partners and clients.

Responsibilities

• Assist with a wide range of restructuring, insolvency, and bankruptcy matters, including Chapter 11 cases, bankruptcy litigation, and related proceedings.
• Conduct legal research and draft pleadings, motions, briefs, and other court filings.
• Support attorneys in representing debtors, creditors, lenders, and other stakeholders in complex restructuring matters.
• Participate in case strategy, client communications, and court proceedings.
• Collaborate with colleagues across practice groups to provide high-quality client service.

Qualifications

• 1–3 years of experience in restructuring, insolvency, or bankruptcy law.
• Excellent academic credentials.
• Strong legal writing, analytical, and communication skills.
• Ability to work both independently and as part of a collaborative team.
• Demonstrated commitment to client service and professional excellence.
• Licensed to practice law in Maine (or eligible to obtain admission).

Preferred Qualifications

• Bankruptcy judicial clerkship experience is a plus but not required.

Pay: $160,000.00 - $200,000.00 per year

Job description:

Senior Associate Attorney Needed for Fast Growing South Florida Trust and Estate Law Firm

We're a boutique Trusts & Estates law firm with offices in Palm Beach and Tequesta. We've grown significantly over the last several years and expect this trend to continue in our quest to double our practice in the next three years, so we have a need to add to our team. We pride ourselves on not only providing our clients with best-in-class legal work and world-class client service, but also as a strong, caring and compassionate team.

How to apply:

Specifically go the Florida Bar’s website and find Marianne Moran’s email. Email her your resume and cover letter directly.

We're searching for our next attorney to help grow our team. Specifically, we are looking for a teammate who loves helping others, is good with people, smart, hard-working, caring, and compassionate. We also offer the opportunity to be mentored by our seasoned and respected attorneys for the right candidate. We are open to candidates with experience as well as those who may need more experience and are newer to the practice of law. Our firm also has many stellar perks and benefits as well as a warm supportive team environment. See below for specifics.

Our "ideal" candidate needs to possess the ability to engage with clients directly, be able to work independently as well as part of a team and be very organized with a high attention to detail. We are expanding our Palm Beach and Tequesta offices in the Probate and Trust Administration departments and are open to either in person, remote, or hybrid position. The perfect person for this position should also be extremely dependable, professional and have a passion for growing and learning.

Our pay range largely depends upon the level of experience of our ideal Florida bar licensed candidate includes a strong base salary plus bonus pay structure for those who are more entrepreneurial in nature. We would like our new full-time associate to work M-F 8:30am to 5:30pm or 8:00am to 5:00pm as an exempt employee with the benefits listed below starting after a three-month probationary period.

Some of our firm benefits are:

· Health Insurance Plan Options

· Health Care Savings Account with Firm Contributions

· Generous paid holiday schedule/bonus paid time off opportunities

· Great paid time off that increases over time tied to length of employment

· Annual Bar dues paid by the firm once you are sworn in

· Continuing legal education paid by the firm

Additional benefits after one-year of employment

· 401K with firm contribution

· Opportunities for Profit Sharing

• Managing and Leading Probate and Trust Administration cases from beginning to end
• Conducting meetings and correspondence with clients regarding probate and trust administration
• Preparing and double-checking probate and trust administration documents for clients to sign
• Meeting with Probate and Trust Administration clients during their signing appointments to execute the necessary paperwork to administer the estate and trusts
• Mailing out Estate and Trust Administration documents to beneficiaries, Courts and various agencies
• Tracking and following up on existing Probate and Trust Administration cases to move the cases along
• Create standard operating procedures via loom for Probate and Trust Administration cases to ensure paralegals and staff can assist with probate/trust administration.
• Fielding questions from clients regarding their Estate Planning or Probate/Trust Administration cases
• Assisting the other attorneys in the Probate and Trust Administration department with management of the existing cases

If you are looking for your forever home and are a person with a “growth” mindset, are great with people, and are always looking to challenge yourself in a fun and interesting environment, well then you are in the right place!

How to apply:

Specifically go the Florida Bar’s website and find Marianne Moran’s email. Email her your resume and cover letter directly. Good luck!

Job Type: Full-time

Benefits:

• Health insurance
• Health savings account
• Paid time off
• Professional development assistance
• Work Location: In person

About Us

Who we are:

Since 1975, TUMI has been creating world-class business, travel and performance luxury essentials, designed to upgrade, uncomplicate, and beautify all aspects of life on the move. Blending flawless functionality with a spirit of ingenuity, we’re committed to empowering journeys as a lifelong partner to movers and makers in pursuit of their passions. The brand is sold globally in over 75 countries with approximately 2,000 points of sale.

Job Description

Associate Benefits:

• Career pathing
• Work-life balance
• Training
• Paid time off
• Pet Insurance
• Tuition Reimbursement
• Employee Discount
• Employee Assistance Program (EAP)
• Comprehensive benefits package including medical and dental insurance with partial employer contributions, vision insurance, company-paid basic life insurance, Accidental Death & Disability Insurance, Supplemental Life insurance, 401(k) with a company match, and commuter benefits.
• Retail Store Associates may be eligible to participate in the quarterly sales bonus program. Store bonus payout eligibility is determined by performance to the quarterly sales plan which may be prorated depending on various factors.

Your Role At Tumi

As part of our Retail team, the Associate Manager is responsible for creating a client experience that accurately reflects the ethos of our brand while building and maintaining strong client relationships and driving sales through outstanding service.

The ideal candidate is committed to client service, demonstrating a strong understanding of, if not passion for, the luxury, travel, fashion, and lifestyle markets.

The TUMI retail environment encourages an entrepreneurial spirit, offering growth opportunities over time as we work together to increase sales, KPI’s, build client awareness, provide world-class service, and grow the brand.

Key Responsibilities

Performance to Goals:

• Meet and exceed individual and store baseline goals for personal sales and KPI metrics inclusive of conversion, DPT, UPT and Client Data Capture.

Leadership And Initiative

• Display a good sense of initiative, able to plan and prioritize, display strategic thinking, and champion change in an effective manner.
• Take pride in work and strive for excellence.
• Take responsibility for performance and complete all assigned tasks and meet deadlines.

People Development

• Training and Developing: Help teach others training content through consistent roleplay and coaching. Demonstrate an openness to new ideas and concepts while quickly learning and applying to the job. Monitor and assist the Store Manager with the training and development for store associates. Complete quarterly goalsetting for personal development.
• Coaching and Feedback: Clearly articulate strengths, goals and opportunities. Show critical thinking capabilities and is solution oriented. Utilize company tools to create a 360-degree coaching culture. Openness to feedback from supervisors, peers and team.

Communication And Relationship Building

• Exercise strong written and verbal skills.
• Adapt communication skills upwards, laterally and to their team.
• Demonstrate ethical conduct when completing job duties.
• Promote the organization’s business goals and adapt flexibly to change.
• Ability to remain calm and deescalate situations.
• Collaborate effectively with team.

Compliance

• Manage personal timecards to ensure payroll accuracy.
• Maintain Tumi University Training.
• Adhere to all company policies and procedures.

Visual Merchandising/Client Experience

• Ensure the store follows the visual guidelines and directives.
• Enforce excellent client services through the emphasis of utilizing client books, thank you cards and executing event strategies.
• Ensure a consistent superior client experience.

Qualifications

• Understand the TUMI brand and have true passion for the lifestyle, clients, and product assortment.
• Value a collaborative environment and have an openness to feedback.
• The retail team stands, moves around the store, lifts, pushes boxes that weigh 30 pounds, and uses a ladder to complete job duties.
• Have strong sales and client experience, preferably in the luxury market.
• Can demonstrate proven success in meeting sales goals and achieving KPI’s.
• Flexible availability to work nights, weekends, mornings, and holidays as needed.
• Have a strong sense of integrity and an ability to lead by example.
• Have strong time management skills.

About The Team

Why you'll love working here:

At TUMI, you’ll find a dynamic working environment, joining a community where each team member is empowered with an entrepreneurial spirit. Associates are respected as a vital part of the organization and recognized for their contributions. We believe in a workplace that gives every individual the opportunity to make an impact, and our ongoing commitment is to provide all the tools you need to succeed— guidance towards individual career growth, professional training and development initiatives, and a motivating, exciting environment— along with competitive salaries and comprehensive benefits programs.

What We Value

• INNOVATIVE BY NATURE. SUSTAINABLE BY CHOICE. TUMI protects the things that matter most, the things you own and the planet you travel to see. Our planet is an astonishing place and we believe it’s our responsibility to preserve it for travelers of the future. By putting excellence and quality first, we ensure that every TUMI product has lifelong purpose, supported by our rigorous testing standards, exploration of recycled materials, and global repair network.
• PARTNERS WE BELIEVE IN. Staying true to our values by helping take care of the most vulnerable among us aligns with our mission and is a core element of what we do. We focus on three main areas: promoting wellbeing; empowering vulnerable communities; and protecting the earth’s beautiful places. Each year we extend our philanthropic efforts to partners that help better the world. From supporting St. Jude Children’s Research Hospital fight to cure childhood cancer to Waves for Water who provides clean water to communities in need, we proudly stand by the profound changes they enact.
• CULTURE & INCLUSION. As an organization, we are committed to a diverse and vibrant culture, welcoming people from all walks of life. Our long-standing commitment to culture and inclusion empowers each of us to bring our authentic selves and unique differences to work every day.

The actual rate of pay offered depends on various factors, including qualifications for the position and relevant experience; as well as other legitimate, non-discriminatory business factors specific to the position or location.

Tumi is an equal opportunity employer and is committed to promoting and maintaining a work environment in which all applicants, associates, customers, and other individuals are treated with dignity and respect free from unlawful harassment, discrimination, or retaliation.

At H&R Block, we believe in the power of people helping people. Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

Joining us as an Associate Team Leader, you'll support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office. You'll begin working a flexible part-time schedule in early December as you ramp up for the busy tax season and transition to a full-time schedule from January through April.

It would be even better if you also had:

• Experience supervising or managing people
• History of delivering outstanding customer experiences

What you'll bring to the team:

• Support the Multi-Unit Team Leader, serving as onsite point of contact for tax office associates and clients, ensuring quality and consistent execution that will allow us to promote the value of H&R Block
• Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to the Multi-Unit Team Leader and District General Manager as necessary
• Serve as point of contact for onsite escalated client service concerns
• Ensure clients are scheduled properly and conflicts are resolved, with escalation to the Multi-Unit Team Leader and District General Manager as necessary
• Lead the office from the front desk, providing phone coverage and engaging with clients to deliver an outstanding experience
• Lead daily activities to ensure that all tax office associates are scheduled, and work is completed according to deadlines, with attention to quality standards, priorities and overall goals
• Lead daily huddles and communicate essential information to office associates

Your expertise:

• Prior experience working in customer service or similar role
• Strong organizational skills and ability to plan and manage day-to-day office operations
• Customer-centric mindset and strong communication skills
• Computer proficient with the ability to use MS Office
• Demonstrated ability to work independently with minimal supervision
• Positive attitude
• Able to work a flexible work schedule of 40 hours per week and flexibility based on business needs
• High school diploma / equivalent or higher

Why work for us:

• Employee Assistance Program with Health Advocate
• Wellbeing program, BetterYou, to help you build healthy habits
• Neurodiversity and caregiver support available to you and your family
• Various discounts on everyday items and services
• Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan

The community you will join:

At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If you're looking to make an impact, H&R Block is the place for you.

As a Healthcare Financial/Actuarial Associate Director, you will be a key member of the Financial, Actuarial and Analytics (FAA) Community of Expertise. You will lead financial and actuarial engagements for a portfolio of clients and play a strategic role on complex accounts, delivering insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts in a way that drives client action, improves plan outcomes, and strengthens WTW's value proposition. This role offers the opportunity to work on innovative projects alongside industry leaders and to influence the future of employer-sponsored health programs.

The Role

• Lead Client Engagements: Manage financial and actuarial deliverables for a portfolio of clients, or direct FAA resources for large, complex engagements.
• Financial Strategy and Modeling: Develop pricing strategies, employee contribution models, reserves, and forecasts across self-insured, fully insured, and alternative funding arrangements (e.g., minimum premium, level funding).
• Data Analysis and Insights: Clean, transform, and analyze large, complex integrated datasets (medical, pharmacy, enrollment) to produce actionable insights and client-ready reporting.
• Risk Management Expertise: Guide clients on funding strategies, underwriting pools, credibility methods, pooling point analysis, and stop-loss solutions to optimize risk management.
• Carrier and Market Assessment: Evaluate carrier pricing dynamics and market competitiveness, providing insights that support vendor selection, contract negotiations, and program optimization.
• Plan Design Consulting: Model plan design alternatives, assess impact on cost and employee experience, and guide strategic recommendations to clients.
• Team Leadership: Provide direction, coaching, and feedback to junior colleagues, supporting their technical and professional development.
• Cross-Functional Collaboration: Partner with Global Delivery Centers, Client Service Teams, actuaries, and clinicians to ensure seamless project execution and superior results.
• Client Relationship Management: Build strong relationships with employer and vendor contacts, serving as a trusted advisor to drive engagement and loyalty.
• Thought Leadership: Contribute to intellectual capital development, identify opportunities for innovation, and support new business, expansion, and cross-selling initiatives.

Qualifications

• 7+ years of experience in professional services, ideally in a benefits consulting, brokerage, underwriting, or actuarial capacity within an insurance or consulting firm.
• Bachelor's degree in a relevant field; Actuarial designation (ASA/FSA) preferred.
• Proven ability to lead multiple clients/projects simultaneously and deliver high-quality work on time and within budget.
• Advanced knowledge of benefit plan design, funding approaches, underwriting principles, and post-employment concepts.
• Expertise in financial modeling and actuarial techniques, including pricing models, reserving frameworks, forecasting tools, and scenario modeling.
• Strong data acumen, with the ability to manage and interpret large, complex datasets to inform decision-making.
• Deep understanding of employer health risk management strategies, including stop-loss, credibility, and rating mechanics.
• Experience advising small to mid-sized employers, with sensitivity to unique plan design and cost-optimization considerations.
• Strategic thinker with a solutions-oriented mindset who can synthesize insights and translate them into clear, actionable client recommendations.
• Excellent written and verbal communication skills; able to confidently present complex financial concepts to executives (CFO, CHRO, CEO).
• Demonstrated success in expanding client relationships and identifying opportunities for additional services.
• Skilled collaborator, comfortable working across cross-functional teams in a fast-paced, evolving environment.
• Advanced proficiency with Microsoft Excel and PowerPoint.
• State Life & Health license (or ability to obtain within 90 days).

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.

Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

Compensation The base salary compensation range being offered for this role is $115,000.00 - $160,000.00 USD annually. This role is also eligible for an annual short-term incentive bonus.

Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
• Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans' eligibility requirements.

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

The position allows for flexible working:

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a \"hybrid\" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and \"hybrid\" is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

EOE, including disability/vets

Title: Project Management (PM) Associate / PMO Associate

Company: Talley LLP

Location: Orange County, CA (FT-Onsite)

About the Firm

Talley, LLP, and its affiliated entities—Talley Law Group, LLP ("TLG"), Talley Capital Group, LLC ("TCG"), and Talley Wealth Management, LLC ("TWM") (collectively "Talley")—is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners. Talley partners with clients as business advisors, not just service providers, constantly seeking innovative ways to strengthen their bottom line.

Talley, LLP, was founded in 1989, with the mission of helping entrepreneurial driven businesses, their owners, and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. Our professionals strive to become each client's Most Trusted Advisor (MTA) by delivering global solutions to our client's complex challenges and opportunities.

Our services include:

• Audit & Assurance services, including financial reporting
• Tax compliance,
• Tax planning, and proactive advice
• Business consulting
• Estate planning, business planning, M&A, and tax law services delivered through TLG
• Outsourced accounting, controller and CFO services
• M&A, growth-through-acquisition, and operational consulting delivered through TCG

Talley is a boutique firm with 70+ U.S.-based professionals and 20–30 offshore/outsourced team members. Headquartered in Orange, CA, the firm has grown rapidly, becoming a leading Orange County professional services provider. We embrace a hybrid work culture built on accountability, results, and exceptional client service delivered by professional, motivated individuals.

Role Purpose

The PM Associate will strengthen Talley LLP's operational and PMO capabilities by providing clear visibility into performance, utilization, and execution across professional services teams. This role supports firm leadership through data-driven insights, dashboard reporting, and project coordination, while helping scale Talley's operational infrastructure within a time-and-billing professional services environment.

What Success Looks Like (12–18 Months)

A successful PMO Associate will:

• Deliver accurate, actionable dashboards tracking employee performance and utilization
• Improve leadership visibility into month-to-date, year-to-date, and budget vs. actual performance
• Support the smooth execution of cross-functional initiatives without creating operational bottlenecks
• Establish greater structure and discipline in operational reporting
• Reduce friction between leadership, operations, and service teams through clear communication and follow-through

Core Responsibilities

• Build and maintain employee performance dashboards (utilization, productivity, trends)
• Support PMO initiatives by tracking projects, timelines, milestones, and deliverables
• Assist leadership with resource planning, utilization tracking, and capacity analysis
• Coordinate cross-functional operational initiatives across audit, tax, legal, and administrative teams
• Prepare executive-ready reporting and analytics to support operational decision-making
• Identify opportunities for process improvement and operational efficiency
• Support time-and-billing environments (hourly, time & materials), including related documentation and reporting

Required Experience

Candidates must demonstrate:

• Experience within a CPA firm, legal firm, or professional services organization
• Background in operations, PMO, or administrative leadership
• Hands-on experience supporting professionals who bill time
• Proven ability to build or maintain performance dashboards and operational reporting
• Comfort working directly with senior leadership and handling sensitive data
• Exposure to or direct experience applying AI tools beyond simple drafting and/or proof-reading emails or word documents.

Technical & Analytical Requirements

• Advanced proficiency in Excel (required)
• Strong experience in data analysis, reporting, and dashboard development
• Power BI experience (highly preferred)
• Ability to synthesize data into clear, executive-level insights

Preferred Qualifications (Nice to Have)

• PMP (Project Management Professional) certification
• Lean Six Sigma / Six Sigma training or certification
• Formal project management training
• Background in professional service (or legal) firm operations

Behavioral Competencies

• Highly analytical and detail-oriented
• Organized, process-driven, and execution-focused
• Comfortable operating in an evolving and exploratory role
• Strong written and verbal communication skills
• Able to balance tactical execution with strategic thinking

Working Style & Expectations

• Operates with a professional services mindset
• Prioritizes clarity, accuracy, and accountability
• Supports leadership without creating unnecessary administrative overhead
• Adapts role scope as the PMO function matures and scales

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:

We're seeking an Associate Commercial Real Estate Valuation Advisorto lead valuation engagements for institutional clients managing commercial real estate loan portfolios. This is a high-impact, client-facing role that blends technical valuation expertise with consultative advice. You'll assess intricate loan structures into determine market value, supporting financial reporting and impacting investment performance.

Success in this role means becoming a trusted advisor to our clients - someone who can navigate nuanced loan structures, develop and review sophisticated valuation models, and clearly articulate the rationale behind valuation conclusions. Within 3-6 months, you'll be managing client engagements, building relationships with key stakeholders, and delivering market insights to senior contacts.

What You'll Do:

• Perform fair value analyses of commercial real estate loans for top-tier institutional investors.
• Interpret complex loan agreements, promissory notes, and financial documents to extract valuation-critical inputs.
• Present valuation results to clients, auditors, and stakeholders with clarity, confidence, and credibility.
• Monitor capital markets and interest rate trends to inform valuation assumptions and methodologies.
• Collaborate across Chatham's debt, valuation, and technology teams to deliver integrated client solutions.
• Drive quality assurance and process improvements to ensure valuations meet the highest standards of rigor and defensibility.

Qualifications:

Must-Haves:

• 2-5 years of experience in institutional real estate, valuation advisory, or investment management.
• Exposure to commercial real estate debt structures and valuation methodologies.
• Strong Excel modeling skills, including discounted cash flow and scenario analysis.
• Exceptional written and verbal communication skills - able to distill complexity into clear narratives.
• Demonstrated ability to cultivate strong client relationships.
• Familiarity with source documents such as loan agreements, rent rolls, and financial statements.

Preferred:

• Exposure to debt capital markets, loan trading, or structured finance.
• Prior experience in a consulting or advisory capacity.

What We Offer:

• A team that values curiosity, collaboration, and a shared drive to keep improving ourselves and the client experience.
• Immediate access to subject matter experts and complex, meaningful client work.
• Competitive compensation, performance bonuses, and professional development budgets.
• Comprehensive benefits package: healthcare, retirement matching, generous PTO, and more.

Sound like a fit, but not sure you meet every bullet? Apply anyway - we value potential and passion as much as pedigree. We're building a team of people who love helping others succeed and who are energized by solving complex financial puzzles with real-world impact.

For Colorado based candidates, the total compensation range for the position is expected to be between $90,000-$110,000.00 annually. Benefits include health insurance, life and disability insurance, 401k, EAP, paid holidays and paid time off.

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.

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.