Goodwin Advisors Jobs in Usa

Smart investments begin with sustainable relationships.

Greysteel is a leading advisor for private, middle market, and institutional real estate investors. Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, capital markets, and structured finance. The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel's advisors to deliver best-in-class client service.

Greysteel's advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings. Our reputation as market creators has been built on consistently solving complex challenges by leveraging our data and technology suite to identify and execute the optimal capital event for our clients.

Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel's collaborative platform for their success. As a mortgage broker your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel's Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team.

• Leverage Greysteel's collaborative platform to advise clients on their commercial real estate transactions.
• Become an expert in your market by staying up to date on industry trends and activity.
• Prospect, cultivate, and maintain client relationships.
• Conduct and present in-depth property analysis, financial modeling, sales and due diligence reviews.
• Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process.
• Represent yourself, your colleagues, and Greysteel with professionalism and integrity.

• An entrepreneurial mindset and strong desire to build your own business.
• An exceptional work ethic
• Demonstrated ability to work independently, set and exceed goals.
• Coachability and eagerness to constantly learn.
• The ability to communicate complex ideas.
• A Bachelor's degree or two years related work experience.

• A powerful training and development program with exposure to a vast network of industry professionals
• Collaborative platform and a shared database of clients.
• The freedom to build your own business within a proven model for success supported by the Greysteel Engine.
• Unlimited earning potential through a commission-only role.

Corebridge helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.

A team of Telephone Financial Advisors based in Houston, Texas, make up the Corebridge Financial Retirement Education Center (REC). The REC offers a unique opportunity to launch your career within the Financial Services industry by facilitating remote partnerships with Financial Advisors across the country to support the existing clients of Corebridge Financial.

As a part of the REC, the In-plan Client Support Advisor will be part of a team of Local Advisors that provide service, education and guidance to active clients in some of our most important employer groups. This individual will be aligned with the needs of plan sponsors and the employees eligible for the applicable retirement savings plan.

What you'll do as an In-plan Client Support Advisor:

• Actively contact existing plan participants over the phone to educate employees on their investment products and services currently enrolled/available
• Create a targeted approach to increase plan participation and plan health metrics with the partnered Advisor Team
• Adapt a client first approach to provide an exceptional client experience
• Educate and service 10-12 clients daily
• Identify additional/future client needs and refer the client to their local advisor

We provide the support. You create the possibilities.

This position combines the challenges and continual learning opportunities associated with financial advising with the objective of providing a positive client experience with every interaction. Individuals who excel as an In Plan Client Support Advisor come from different professional backgrounds, so no prior financial services experience is required. Our goal is to develop individuals who work hard, have a drive for accomplishment, a concentration in financial services, and an aspiration to continue learning and growing professionally.

What our employees love most about working at the Retirement Education Center:

• This is a salary paid position with a monthly incentive bonus
• Company paid licensing (includes exams, materials and study time)
• Servicing existing clients (no cold calling or prospecting)
• Ongoing training & development including mentorship
• Work/life balance including 24 days of paid time off in first year + holidays
• Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) match
• Flexible work environment with the opportunity to work remotely
• Access to Employee Resource Groups within the Corebridge Financial organization to network with colleagues

Requirements:

• Bachelor's Degree or Equivalent
• 2+ Years proven track record in customer service/experience, strong interpersonal and communications skills, demonstrated team building, leadership and the ability to manage multiple complex strategies concurrently.
• Ability to pass Securities Industry Essential, Series 7, Series 66 and Life and Health Variable Life Insurance license within allotted time.
• Experience in developing trusting relationships with clients
• Ability to collaborate and drive results

We are an Equal Opportunity Employer

Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

Senior Trusts and Estates Paralegal

Orlando, Florida | 70,000 to 80,000

LHH Recruitment Solutions is partnering with an established Orlando law firm that is looking to add an experienced Senior Trusts and Estates Paralegal to their team. This role is ideal for someone who enjoys working on complex estate matters, and appreciates a collaborative environment.

Key Responsibilities

Estate Planning Support

• Draft estate planning documents including wills, trusts, powers of attorney, and health care directives

• Prepare asset summaries, trust funding materials, and planning packets

• Assist with revisions, proofreading, and final document preparation

• Coordinate signings and ensure execution requirements are met

• Maintain organized and confidential client files

Estate and Trust Administration

• Prepare probate pleadings and filings for Florida courts

• Gather and organize financial and asset information

• Communicate with fiduciaries, beneficiaries, advisors, and financial institutions

• Assist with estate and trust accountings

• Monitor deadlines and ensure timely submissions

Tax and Compliance Support

• Assist with federal estate tax returns (706), gift tax returns (709), and fiduciary income tax matters

• Gather supporting documentation and track key filing dates

• Coordinate with CPAs and financial advisors

• Maintain records needed for ongoing tax compliance

Client Service and Practice Support

• Maintain a consistent billable workload

• Communicate professionally with clients and advisors

• Track case progress and follow up on outstanding items

• Assist attorneys with organization across multiple active matters

What They Are Looking For

• At least 7 years of Trusts and Estates paralegal experience in a law firm environment

• Strong understanding of Florida probate procedures and estate planning concepts

• Experience with estate and gift tax filings is preferred

• Ability to support high net worth estate planning matters

• Strong organizational skills and excellent attention to detail

• Professional communication skills and a client focused approach

• Proficiency with Microsoft Office and relevant planning or tax software

• Paralegal certificate or degree preferred

What Makes This Opportunity Unique

This firm is known for its stability, strong leadership, and long tenured staff. They offer exceptional benefits including fully covered medical, life, and long term disability insurance, zero cost copays and deductibles, employer matched 401k after one year, paid CLEs, support for professional development, and additional perks like covered parking and access to an on site gym.

Tax Senior (Public REIT) - American Healthcare REIT, Inc.

Irvine, CA

Full-Time

Job Description

Responsibilities

We are seeking a Tax Senior to join the tax department of a publicly traded U.S. REIT. This role will support all aspects of income tax compliance and financial reporting, including REIT qualification, ASC 740 provision, and multi-state and international tax matters. The position will work closely with the Tax Director and SVP – Tax and will interact regularly with external advisors, auditors, and internal departments. Principal responsibilities include, but are not limited to:

Compliance

• Coordinate preparation and review of federal, state, and local income tax returns with external tax advisors.
• Assist with compliance related to UPREIT structure, including partnership and corporate filings.
• Assist with partnership tax matters, including maintenance of tax capital accounts and 704(b) books.
• Assist with REIT qualification compliance, including:
• Quarterly and annual income and asset testing
• Preparation, review, and maintenance of E&P
• Shareholder reporting (including Forms 1099-DIV).
• Assist with preparation and review of:
• Estimated tax payments
• Extensions
• State apportionment schedules
• Withholding and composite filings

ASC 740 / Tax Provision

• Prepare quarterly and annual income tax provision schedules, including:
• Current and deferred tax calculations
• Return-to-provision true-ups
• Effective tax rate analysis
• Valuation allowance considerations
• Uncertain tax position documentation
• Assist with preparation of tax-related financial statement disclosures and footnotes.
• Support provision documentation and workpapers for external audit review.

Operations & Process

• Prepare and analyze tax data from general ledger and financial systems.
• Maintain tax fixed asset schedules and depreciation support.
• Maintain tax calendar and compliance timelines.
• Assist with responses to federal, state, and local tax notices.
• Support documentation and internal controls related to the tax function (including audit support).
• Support ongoing tax planning initiatives led by tax leadership.
• Partner with accounting, financial reporting, legal, investor relations, and property accounting teams to support tax reporting and compliance.
• Coordinate closely with external accounting firms and advisors.

Requirements

• Bachelor’s degree from an accredited college or university, preferably in accounting or finance.
• 3-6 years of experience in BIG 4 or national accounting firm and/or public company tax department in real estate industry.
• Solid experience in corporate and partnership income tax return preparation in a multi-state environment.
• Experience with REIT and real estate are strongly preferred.
• CPA license is strongly preferred.
• Experience with ASC 740.
• Excellent Microsoft Office computer skills, including Excel & Word. Experience with E-forms is a plus.
• Experience with tax provision software (OneSource, Corptax etc.) a plus.
• Experience with tax return preparation software (GoSystem etc.) required.
• Excellent written and verbal communications skills
• Strong work ethic, team player with strong attention to details and ability to work independently and take ownership of assigned workstreams
• Excellent critical thinking, problem solving, mathematical and sound judgement skills
• Strong accounting, multitasking and organizational skills

Are you a driven professional with a proven sales and business growth track record wanting to take your income to the next level with uncapped earning potential? Do you have a passion for the healthcare and wellness industry and a background in or desire to enter the lucrative commercial real estate market? If you are ready to bet on yourself, this could be a great opportunity!

• Work with tenants and buyers in the healthcare/wellness sector
• Build and maintain a pipeline of client prospects
• Assess properties and locations for suitability
• Advocate for healthcare providers' best interests and work with key decision-makers
• Represent the company with an assigned market and operate out of a remote/home office

• 3+ years of successful business expansion and client development
• Must have or secure a state real estate license
• Passion for excellence, strong communication skills, and ability to multitask
• Flexibility, creativity, problem-solving, and negotiation skills
• Comfortable working in a 100% commission compensation structure

• 1099/Independent Contractor
• Avg. Earnings Potential: Year 2 $100K+ and Year 3 $200K+
• Work-life balance while building your success
• Financial ability to support yourself during business start-up
• Fully paid industry-leading training and marketing support

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person's age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.

The Supply Chain Manager oversees the entire production lifecycle, from sourcing raw materials to delivering finished goods. They optimize inventory, manage supplier relationships, and ensure on-time production to meet customer demand, aiming to reduce costs and improve efficiency. Key duties include demand planning, logistics coordination, ERP management, and mitigating supply risks.

Key Responsibilities and Duties

• Supply Chain Optimization: Analyze and improve logistics, inventory management, and distribution, with a focus on enhancing efficiency and profitability.
• Procurement & Supplier Management: Negotiate with vendors for raw materials and services, ensure on-time deliveries, and maintain quality/safety standards.
• Inventory Control: Manage raw materials and finished goods inventory levels to minimize carrying costs while ensuring availability for production.
• Production Planning: Coordinate with manufacturing teams to create schedules, optimize capacity, and meet demand.
• Logistics & Distribution: Oversee transportation, warehousing, and shipping, including international trade compliance.
• Risk Mitigation: Create contingency plans for supply disruptions, such as material shortages or logistical failures.
• Technology Utilization: Leverage ERP systems (e.g., SAP) and data analytics to track performance and make decisions.
• Goodwin University +6

Required Skills and Qualifications

• Experience: Generally 5–10+ years in logistics, operations, or supply chain management.
• Education: Bachelor’s degree in Supply Chain Management, Business Administration, Engineering, or related field.
• Technical Skills: Expertise in ERP systems, MRP (Material Requirements Planning), and data analytics.
• Soft Skills: Strong negotiation, leadership, communication, and project management skills.
• Knowledge: Deep understanding of lean manufacturing, inventory management, and quality control principles.

BENEFITS:

o Paid Sick Leave where applicable by State law

o Benefit offerings for full-time employment include medical, dental, vision, commuter benefits, and a 401k plan offered

o Annual discretionary bonus based on company and individual performance.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act

• Los Angeles City Fair Chance Ordinance

• Los Angeles County Fair Chance Ordinance for Employers

• San Francisco Fair Chance Ordinance

McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve – we care.

What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow’s health today, we want to hear from you.

A Clinical Case Educator requires the credentials of a Registered Nurse. In this role, a registered nurse is passionate and is committed to provide a high level of patient care and counseling patients enrolled in the Medication Therapy Program. The ideal candidate has great communication skills, problem solving skills, and must be self-motivated. This person will be driven to help team members to achieve the mission of providing high level of care to patients. This position is a telehealth position. The nurse will report adverse events and provide clinical interventions to the patient based on assessed need.

Must reside within a commutable distance of Cary, NC or Fort Worth, TX.

Shift Information

• Cary, NC – Monday-Friday from 9am-6pm EST and one night per week rotating to work 11-8pm.

• Fort Worth, TX - Monday-Friday from 8am-5pm CST and one night per week rotating to work 10-9pm.

• The nurses are required to report to the office twice a week.

• One rotating Saturday.

Key Responsibilities

• Counsel and educate new/existing patients on specialty drug therapies.

• Adherence to contracted and accrediting regulations as indicated by drug specification.

• Complete, thorough, and accurate documentation utilizing good documentation practice and compliance to industry standards and regulations.

• Discuss potential/current side effects with patients to educate about treatment alternatives and facilitate ongoing therapy adherence.

• Identify and report adverse events (AEs) and product complaints (PCs) to the manufacturer, FDA, and/or other governing authorities.

• Specialty drug verification and education. Provider/patient conduit to support therapeutic longevity.

• Adherence to patient management programs through call cadence schedules, medication management programing, drug counseling and provider collaboration.

• Maintenance of patient demographic records, medical history, and records in accordance with federal HIPAA standards.

• Collaboration with Pharmacy Support teams to ensure timely and accurate delivery of specialty drugs.

Minimum Requirement

• Degree or equivalent and typically requires 4+ of relevant experience or a combination of education and experience.

• Active RN license in NC/TX.

Education

Associates, Bachelor or higher degree in Nursing or accredited nursing diploma.

Critical Skills

• 4+ years of nursing experience with at least 1 year of acute.

• Experience in Oncology or other specialties.

• Registered Nurse with current unrestricted compact state license or primary NC licensure. TX RN license is required for residents of TX.

• Ability to obtain licensing in all states and United States territories serviced within 3 months of employment through Biologics supported programming (minimal application guidelines apply.)

• Computer skills, including e-mail, word processing, spreadsheet and web-based programs.

• Effective orally and in writing communication, experience with motivational interviewing preferably.

• Ability to read, analyze and interpret practice standards, professional journals, technical procedures and government standards and regulations.

• PTO Blackout Dates – around Thanksgiving, Christmas, and New Years holidays.

Physical Requirements

• Large percent of time performing computer-based work is required.

• Hybrid position-Office days required.

We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here.

Our Base Pay Range for this position

McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson’s (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind:

McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application.

McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates.

McKesson job postings are posted on our career site: .

McKesson is an Equal Opportunity Employer

McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson’s full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page.

McKesson welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. If you require accommodation please contact us by sending an email to .

Join us at McKesson!