Getinge Net Worth Jobs in Usa
2,327 positions found — Page 9
Job Summary And Responsibilities
Our Impact
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
GS AYCO
Goldman Sachs Ayco (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforceleveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.
How You Will Fulfill Your Potential
- Work one-on-one with individual and/or corporate clients providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives and/or other high-net-worth individuals.
- Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, etc.
- Extensive telephone contact and/or face-to-face interaction with clients, and their outside advisors, to obtain information and provide advice.
- Prepare income tax returns for clients.
- Assist in financial planning projects and analysis.
- Obtain a working knowledge of brokerage account opening, funding and other transactions to ensure a smooth client experience.
- Attend client meetings to gain an understanding of the service model and deliverables.
Qualifications
Skills And Experience We're Looking For
- Bachelor's degree required
- FINRA Securities Industry Essentials (SIE), Series 7 and Series 66 preferred; required within 4 months of hire
- Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
- Strong organizational and multitasking skills
- Excellent written and verbal communication skills
- Ability to maintain a high level of confidentiality
- Enthusiastic and positive approach to problem-solving and client service
- Proven track record with cross-training, task-sharing and mutually supportive teamwork
- Must be able to be innovative, pro-actively manage time and follow through to complete tasks
About Goldman Sachs
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and /careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: The Goldman Sachs Group, Inc., 2023. All rights reserved.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
Trusts & Estates Associate | Manhattan, NY (In-Office) – Base Salary $225,000+
Trusts & Estates Associate Location/Schedule: Manhattan, NY (100% In-Office – Heart of Midtown) Base Salary: $225,000+ (commensurate with experience; bonuses and full package competitive) Practice: Trusts & Estates – Comprehensive estate planning, trust administration, fiduciary matters, tax controversies, charitable planning, business succession, and multi-jurisdictional wealth strategies for high-net-worth individuals, families, and institutions
What stands out about this opportunity:
- Unrivaled Boutique Dominance: Elevate your career at NYC's premier Trusts & Estates boutique—Brick & Patel LLP—where hyper-specialized focus delivers unmatched depth and impact, free from the distractions of broader firm practices, allowing you to master complex wealth matters at the highest level.
- Elite, High-Net-Worth Clientele: Represent ultra-high-net-worth families, fiduciaries, financial institutions, and businesses in sophisticated, multi-generational planning—gaining exposure to intricate strategies involving tax optimization, asset protection, and cross-border elements that few practices can match.
- Multi-State Expertise Advantage: Harness the firm's proven reach across New York, New Jersey, Connecticut, Pennsylvania, and Florida, equipping you with portable, high-value skills in diverse jurisdictions and positioning you as a go-to expert in regional wealth disputes and planning.
- True Mentorship & Partnership Path: Thrive in a lean, collaborative team led by seasoned attorneys (including former judges and top practitioners), where you'll receive hands-on guidance, substantial autonomy from day one, and clear advancement to partnership for those who excel in this merit-driven environment.
- Premium Compensation in Prime NYC Setting: Command a strong $225,000+ base enhanced by performance incentives and top-tier benefits, all while immersing yourself in Manhattan's vibrant legal ecosystem from a prestigious Midtown location that blends prestige with real work-life integration.
Core Requirements (Flexibility for Exceptional Candidates):
- JD from an accredited law school and active New York State Bar admission (additional jurisdictions a plus, especially NJ, CT, PA, or FL).
- 3+ years of relevant trusts & estates experience, ideally in planning, administration, tax controversies, charitable giving, or fiduciary matters.
- Strong proficiency in drafting trusts/wills, tax analysis, client counseling, and handling complex estate matters with precision and discretion.
No one fits every box perfectly—if you're passionate about high-end trusts & estates and close on experience, let's connect confidentially! This is one of several similar roles I'm handling.
If this aligns with your vision for sophisticated wealth work, reach out for a quick, private discussion.
working/work at home options are available for this role.
KYC Analyst
Location: New York, NY (Downtown)
Department: Compliance
About:
A leading digital asset and blockchain-focused Financial Services Firm which providing institutional-grade trading, investment banking, asset management, and principal investment solutions within the cryptocurrency and digital asset ecosystem. The Firm serves institutional investors and high-net-worth individuals globally.
Position Summary:
The Firm is seeking a detail-oriented and highly motivated KYC Analyst to join their Compliance team in New York. This role will focus on performing daily KYC due diligence procedures for both institutional and high net-worth individual clients trading across a comprehensive cryptocurrency book.
The ideal candidate will have a strong background in performing KYC vetting procedures for various client risk levels as well as additional experience within client onboarding and regulatory compliance within institutional financial services, with crypto-related KYC experience considered a strong plus.
Key Responsibilities:
- Conduct comprehensive KYC due diligence reviews for institutional and high-net-worth clients.
- Perform client onboarding, including identity verification, beneficial ownership analysis, and source of wealth/source of funds reviews.
- Assess and risk-rate clients in accordance with internal policies and regulatory requirements.
- Review necessary documentation (e.g., formation documents, organizational charts, shareholder registers).
- Escalate high-risk clients and complex structures to Compliance leadership as appropriate.
- Perform ongoing monitoring and periodic reviews of existing client accounts.
- Collaborate with Trading, Operations, Legal, and Compliance teams to ensure timely onboarding and regulatory adherence.
- Maintain accurate documentation and audit-ready files in internal systems.
- Stay current on evolving AML/KYC regulations and crypto-specific compliance risks.
Qualifications:
- 3+ years of KYC vetting and due diligence experience required, preferably within an institutional financial services, investment banking, and/or capital markets trading environment.
- Experience conducting KYC due diligence for cryptocurrency clients and digital asset accounts is strongly recommended.
- Solid understanding of AML regulations, OFAC sanctions screening, and risk-based onboarding frameworks.
- Experience reviewing complex ownership structures and institutional client documentation.
- Strong analytical, organizational, and documentation skills.
- Ability to manage multiple onboarding cases simultaneously in a fast-paced environment.
- Excellent written and verbal communication skills.
- Bachelor’s degree required; CAMS or similar certification a plus.
Preferred Experience:
- Prior experience at a cryptocurrency exchange, digital asset trading firm, fintech, or capital markets broker-dealer group.
- Familiarity with blockchain analytics tools and transaction monitoring platforms recommended.
- Exposure to global regulatory frameworks governing digital assets.
Title: Insurance Personal Lines Private Client Account Executive, Family Office
Location: Charlotte, NC (REMOTE)
Salary: $120,000k - $145,000k + excellent benefits
Our client, an established Top 20 P&C insurance broker is seeking a Personal Lines Account Executive, Family Office. Position is open due to growth. You will be responsible for overall service of the book of business consisting of High-Net-Worth clients. Must have experience working with High-Net-Worth individuals and carriers, including Chubb, Zurich, Cincinnati, PURE, etc. Position is 100% remote and will have occasional travel to regional offices.
If interested, please send resume to – All resumes will be held confidentially and nothing will be shared with anyone without your consent and approval.
Responsibilities:
- Reviews client exposures, loss experience and current coverage and recommends appropriate products and services.
- Presents clients with accurate market data from appropriate resources to advise & counsel on complex risk.
- Familiarity writing with high-net-worth carriers including, but not limited to Chubb, AIG, Zurich, Cincinnati, etc.
- Ability to communicate client’s risk salutation and binding instructions to carriers.
- Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals.
- Serves as main point of contact for the client.
- Follows up with insurance carrier underwriters to answer questions and solicit quotes for new business.
- Negotiates premiums, coverages, terms, and conditions for prospective clients.
- Addresses client questions, provides guidance on appropriate coverage changes and/or contractual requirements, educates client on exclusions and exposures.
- Assists with the strategic design of insurance plans for clients with little to no supervision.
- Strategically assists in the remarketing of renewals to ensure a high level of account retention.
- Oversees the preparation of proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies.
- Determines and communicates various options for billing and invoicing.
Education and Qualifications:
- MUST have 8+ years of Private Client and/or Family Office experience!
- Must currently hold an active Property & Casualty License
- Has a high level of technical insurance knowledge, is organized, and possesses excellent verbal and written communication skills.
- Possesses the ability to cast vision, develop effective strategies and tactics, and create positive motivation for business segment colleagues.
The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.
SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.
SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: ccpa
As a Private Client Director with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling. You will report to the Managing Director.
Your Qualifications:
* Consistent and quantifiable individual sales success with stock market investors
* RDR level 4 qualification
* 5+ years of success selling to high net worth individuals
* Quantifiable track record in closing new investor business
* Motivated mindset to set and reach goals: "money is a measure of success"
* Calculated risk-taker; willing to win-some, lose some
* Proven closer; outstanding documented sales ability
* Optimistic outlook; see failures as opportunities to improve and find solutions
* High activity orientation and persistent through setbacks
* Ability to connect with a wide array of audiences through dynamic interpersonal skills
* Highly ethical and professional
Why Fisher Investments Europ e:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
* 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
* 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
* Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
* $10,000* fertility, hormonal health and family-forming benefit
* A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
* Gym subsidy of up to £50 per month
* Employee Assistance Program and other emotional wellbeing services
* A collaborative working environment that practises ongoing training, educational support and employee appreciation events
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Location- NY, 12047
Duration- 6 months
Job Description
A dynamic, multi-faceted division that partners with all parts of the firm to provide financial counseling services to clients. In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and its reputation. Financial Counseling (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce-leveraging the 50-year heritage of Ayco and the comprehensive resources of to meet the evolving needs of their employees.
Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood, and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.
How You Will Fulfill Your Potential
Are you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high net worth individuals and the ability to think outside the box? Our financial counseling professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs, and high net worth individuals.
We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.
Principal Responsibilities
Prepare and review new applications as requested by the business
Work with third party insurance carriers to ensure proper implementation
Coordinate and process team specific tasks
Perform quality reviews of other team members' completed work and ensure data accuracy
Work across multiple systems and platforms
Interface with different teams and businesses to resolve ongoing issues
Provide support and work on special projects as requested
Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate
Understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance
Basic Qualifications
Bachelor's degree
Working knowledge of Microsoft products including Word, Windows, PowerPoint, and Outlook
Advanced knowledge of Excel preferred
Sound judgment and outstanding attention to detail
Proven analytical skills and problem solving ability
Skills
Superior written and verbal communication skills
Ability to work collaboratively with all levels of the organization and with third parties
Flexible and able to work well under pressure in a team environment
Self-motivated
Excellent time management and organizational skills
Ability to multi-task
Our luxury high jewelry client is looking for a Store Manager! This will be at their brand new store opening in South Coast Plaza this summer.
ROLE OVERVIEW:
The Store Manager plays a key hands-on role in the day-to-day running of the client’s South Coast Plaza store. This is a highly service-driven boutique with a close-knit team and a strong focus on delivering an exceptional luxury client
The Store Manager is the strategic lead and brand ambassador for the new store opening in South Coast Plaza. Beyond daily operations, this role is responsible for driving the commercial success of the boutique, cultivating a high-performance culture, and executing long-term business development strategies to grow the brand’s footprint in the luxury market.
Strategic Responsibilities
1. Business Development & Commercial Strategy
- Strategic Growth: Develop and execute local business plans to exceed annual turnover targets and KPIs.
- Market Positioning: Analyze local competitor activity within Orange County and South Coast Plaza and implement strategies to capture market share.
- P&L Ownership: Full accountability for the store budget, controlling overheads, and optimizing ROI on in-store events.
2. Elite Clienteling & Relationship Management
- Top-Tier Engagement: Personally manage a portfolio of VICs (Very Important Clients) and oversee the store’s CRM strategy to ensure long-term retention.
- Strategic Networking: Act as the face of the brand at high-profile industry events and build partnerships with luxury concierges and personal shoppers.
3. Performance Leadership & Talent Cultivation
- Visionary Leadership: Foster a high-performance culture, setting the tone for the company's service standard.
- Succession Planning: Identify and develop high-potential talent within the team of five, managing formal performance reviews and career pathing.
- Recruitment: Lead the hiring process to ensure the team reflects the brand’s values of modern, relaxed luxury.
4. Operational Excellence & Risk Management
- Security & Compliance: Oversee rigorous Loss Prevention protocols and insurance compliance specific to high jewelry.
- Inventory Strategy: Partner with the Merchandising team to optimize stock levels and ensure the product mix reflects local client demand.
Elevated Qualifications
- Proven Leadership: 5+ years of management experience in high-end luxury, with a documented history of hitting multi-million dollar targets.
- Strategic Mindset: Ability to translate corporate goals into actionable store-level initiatives.
- Gravitas: Exceptional presence and communication skills, capable of engaging with ultra-high-net-worth (UHNW) individuals and senior stakeholders.
- Market Expansion & Networking (Added Responsibilities)Market Launch Lead: Spearhead the brand’s entry into the West Coast market, leveraging a pre-existing "black book" of high-net-worth individuals (HNWIs) in Newport Beach, Laguna Beach, and Irvine.
- Stylist & Personal Shopper Liaison: Deepen existing relationships with the South Coast Plaza Personal Stylist Program—a team of nearly 50 elite stylists—and independent OC personal shoppers to drive private appointment traffic.
- Community Integration: Develop strategic partnerships with local philanthropic organizations and arts institutions, such as the Segerstrom Center for the Arts or Orange County Museum of Art, to host exclusive off-site brand activations.
- The "Access VIP" Strategy: Manage and optimize the store's presence within South Coast Plaza’s Access VIP Suite, ensuring the brand is top-of-mind for the center's most prolific spenders.
Enhanced Qualifications
- OC Market Maven: Minimum 5+ years of leadership experience within South Coast Plaza or the immediate Orange County luxury corridor.
- Proven Network: A verified track record of managing a local client book that generates multi-million dollar annual revenues.
- Ecosystem Expertise: Deep knowledge of the South Coast Plaza operational landscape, including its 20-person in-house marketing agency and specific concierge services.
- Cultural Fluency: Ability to translate Jessica McCormack’s "London Townhouse" intimacy into the high-scale, high-service expectations of the Southern California luxury consumer.
Strategic Insight for the Candidate
South Coast Plaza is a $2.5 billion+ annual revenue powerhouse where top boutiques often exceed $100 million in individual sales. A successful Store Manager here acts less like a retail lead and more like a Brand Director/Ambassador, navigating the complex social and commercial web of the Segerstrom-owned property.
You can use to collect and manage your references for free and share them with us or anyone else you choose. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.
Job Title: Vice President, Luxury Engagement
Location: New York, NY or Remote
Company Overview:
Interluxe Group is the only luxury marketing platform integrating data, performance, content, creativity, experiences, and communications into one ecosystem.
Experiential Division:
Focused on creating defining moments that convert audiences into lifelong advocates. The division merges data-informed strategy, design, communications, and flawless execution to deliver immersive luxury brand experiences.
Role Overview:
The VP of Luxury Engagement will lead the department responsible for bringing ultra-high-net-worth (UHNW) and high-net-worth individuals (HNWI) into Interluxe Group’s luxury experiences, driving revenue and brand loyalty for luxury clients. This role reports to the President and Executive Chairman of the Experiential Division and carries both revenue accountability and brand integration responsibilities, including OPTIMA integration.
Core Responsibilities:
UHNWI Client & Guest Acquisition (30%)
Build and activate high-trust relationships across private banks, family offices, private aviation, yacht brokers, luxury concierge networks, and private club memberships. Develop a curated global pipeline of UHNW/HNWI clients and ensure alignment with Interluxe’s experiential positioning. Serve as a senior relationship ambassador within elite lifestyle and luxury networks. Manage infrastructure for guest acquisition, including CRM, registration platforms, and reporting.
Luxury Brand Partnerships (20%)
Identify, negotiate, and secure high-value partnerships across luxury sectors such as aviation, art, fashion, automotive, hospitality, and wealth management. Design co-branded initiatives, sponsorships, and curated events to expand access to UHNW audiences. Represent Interluxe Group in elite luxury ecosystems.
Data Intelligence & Experiential Performance (20%)
Oversee experiential data lifecycle, performance measurement, and post-event intelligence. Maintain dashboards and reporting frameworks to track event success, engagement, and commercial impact. Partner with clients to translate engagement into measurable revenue and insights for future activations.
Team Leadership (20%)
Lead and mentor a high-performing team across partnerships, guest acquisition, and concierge services. Oversee concierge operations and registration systems, ensuring seamless guest experiences. Maintain luxury ecosystem and UHNWI databases and align cross-functional teams for flawless experiential execution.
OPTIMA Integration (10%)
Lead integration of OPTIMA into experiential operations, guest acquisition, and partnerships. Identify cross-program opportunities and leverage data insights to optimize guest acquisition and experiential programming.
Candidate Profile:
10+ years in private client strategy or luxury brand alliances within wealth ecosystems. Established UHNW/HNWI networks across hospitality, private clubs, wealth management, and concierge platforms. Proven success generating multimillion-dollar partnership revenue. Experience managing teams and collaborating at C-suite/board levels. Executive presence, strong commercial acumen, and expertise in UHNW client psychology and white-glove service standards. Entrepreneurial mindset, capable of building infrastructure while driving immediate revenue results. Comfortable operating in NYC luxury ecosystem (NYC-based or remote with NYC presence preferred).
Why Interluxe Group?
Impactful work connecting iconic and emerging luxury brands with high-value audiences. Collaborative and passionate team culture. Clear professional growth pathways and mentorship. Competitive compensation, comprehensive benefits, unlimited PTO, and 401(k).
Application Instructions:
Submit a resume and cover letter reflecting experience and perspective on modern luxury marketing. Include portfolio links or case studies showcasing strategic impact. Only selected candidates will be contacted.
Diversity Statement:
Interluxe Group is an equal opportunity employer valuing diverse perspectives to fuel creativity and excellence.
Our High Net Worth/ Personal Lines Carrier client is growing their homeowners, yacht, aviation, collections, auto, and excess markets throughout the U.S. and in need of a strong product manager to conduct regular competitive analysis, ensure policies are in compliance, support pricing, and most importantly, advocate for sales and underwriting to ensure new business and renewals are on track for growth.
The ideal candidate will bring at least 10 years of experience in the high-net-worth personal lines space, be hands on pulling reports to present to actuarial, underwriting, claims, and senior leaders, and will have expertise in various states' regulatory and compliance requirements, all with a desire to be influential in order to grow books of business.
This role can be remote or offer a hybrid schedule.
If this sounds like a fit, please reach out to Harrison Hines for more details.
Come for the challenge. Stay for the experience.
At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.
We offer tax, audit, advisory, and business management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: private equity, real estate & hospitality, media & entertainment, high-net-worth individuals, manufacturing & distribution, professional services firms, technology, healthcare, nonprofit organizations, and affordable housing.
Our values guide us in our day-to-day interactions with our clients and each otherintegrity at our core; building success together; passion for excellence; and diversity, equity, & inclusion. We are focused and committed to the needs of our clients and our team.
Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work onthe kind of work that helps you develop and refine your skills to advance in the profession.
HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.
Responsibilities- Assist engagement teams in clearly and accurately documenting and executing audit procedures as defined by engagement objectives
- Complete assigned projects within engagement timelines and budget guidelines
- Help ensure that the information stream from the client to the audit team is well-organized and efficient
- Identify and communicate potential audit issues to the engagement team
- Communicate status of work and issues with seniors, managers or partners on a timely basis
- Demonstrate professionalism and competence when interacting with clients and firm professionals
- Performs self-review of work
- Learn and effectively utilize firm audit software to continually learn, knowledge sharing, and enhance the quality of service to clients
- Participate in trainings, recruiting events, and firm activities
- Work with your buddy and performance manager on professional development of both technical and soft skills
- On track to completing a bachelor's degree in accounting or a master's degree in accounting or taxation between May 2027 - June 2028
- Available to work 20 40+ hours a week from January through March/April
- Minimum overall and accounting GPAs of 3.0
- Active membership in Beta Alpha Psi or another campus accounting organization
- Strong technical aptitude and demonstrate effective verbal and written communication skills
- Exhibit leadership skills that demonstrate strong judgement, problem-solving, and decision-making abilities
- Able to learn in a fast paced environment and receptive to feedback and coaching
- Ability to multi-task, prioritize responsibilities, and take initiative on projects
- High attention to detail
- A positive attitude and is a team player mentality with a can-do spirit
This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable salary estimate for this position is $38.00 per hour and it is eligible for a one-time program completion bonus.
