Grf Cpas Advisors Jobs in Usa

About Pinterest:

Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we're on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product.

Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other's unique experiences and embrace theflexibility to do your best work. Creating a career you love? It's Possible.

At Pinterest, AI isn't just a feature, it's a powerful partner that augments our creativity and amplifies our impact, and we're looking for candidates who are excited to be a part of that. To get a complete picture of your experience and abilities, we'll explore your foundational skills and how you collaborate with AI.

Through our interview process, what matters most is that you can always explain your approach, showing us not just what you know, but how you think. You can read more about our AI interview philosophy and how we use AI in our recruiting process here.

About tvScientific

We are the first CTV advertising platform purpose-built for performance marketers. For game developers and publishers, we bridge the gap between massive TV reach and granular User Acquisition (UA) metrics. Built by ad-tech veterans, our platform combines media buying, optimization, and MMP attribution to help gaming brands automate CTV campaigns, drive app installs, and maximize Return on Ad Spend (ROAS).

Join the tvScientific team as an Account Manager, where you'll lead strategic client relationships, drive revenue growth, and ensure client success on our cutting-edge platform.

As an Account Manager on our team, you'll be responsible for managing a portfolio of key client accounts, developing and executing strategic account plans, and driving revenue growth through upsell, cross-sell, and retention initiatives. You'll leverage your expertise in performance marketing and CTV advertising to deliver exceptional value to our clients, exceed revenue targets, and contribute to the overall growth and success of our organization.

What you'll do:

• 
  
• Lead and manage a portfolio of key client accounts, spanning various industries including retail, leisure, and tech-adjacent sectors.
  
• Launch, serve, and optimize campaigns for clients, ensuring maximum ROI and campaign success.
  
• Proactively pick up the phone and engage in meaningful conversations with customers and agencies about digital media, including CTV advertising.
  
• Develop and execute strategic account plans to drive revenue growth, retention, and expansion opportunities within existing client accounts.
  
• Identify and capitalize on upsell and cross-sell opportunities, leveraging your digital media and advertising experience to maximize revenue potential.
  
• Collaborate closely with internal teams, including sales, product, and support, to ensure seamless execution of client campaigns and initiatives.
  
• Monitor and analyze campaign performance metrics, providing insights and recommendations to optimize client campaigns and drive superior results.
  
• Act as a trusted advisor to clients, providing expert guidance, industry insights, and best practices to help them achieve their advertising objectives.
  
• Stay informed about industry trends, market dynamics, and competitive landscape to anticipate client needs and proactively address challenges.
  
• Provide mentorship and support to junior account management team members.
  

What we're looking for:

• 
  
• 3+ years in sales or account management in the digital advertising or performance marketing industry.
  
• Strong understanding of the digital media and advertising landscape, with experience talking to customers and agencies about digital media, including CTV advertising.
  
• Experience with digital media platforms, MMPs, or supporting tools, working with major agencies.
  
• Strong comfortability with data, with the ability to analyze campaign performance metrics and provide actionable insights.
  
• Curious mindset with a propensity to ask a lot of questions and seek opportunities for growth.
  
• Exceptional communication and interpersonal skills, with the ability to build rapport, influence stakeholders, and navigate complex client relationships.
  
• Comfortable picking up the phone and engaging in conversations with customers and agencies about digital media.
  
• Strategic thinker with the ability to develop and execute account plans, identify opportunities, and drive initiatives to achieve business objectives.
  
• Results-driven and customer-focused, with a passion for delivering exceptional service and value to clients.
  
• Bachelor's degree in business, marketing, advertising, or related field.
  
• You May Also Have:
  
  • 
    
  • MBA or advanced degree in business or related field.
    
  • Experience working with enterprise-level clients or agencies, managing complex accounts and large budgets.
    
  • Certifications or training in digital advertising platforms, performance marketing, or related disciplines.
    
  
  
  

In-Office Requirement Statement:

• 
  
• We recognize that the ideal environment for work is situational and may differ across departments. What this looks like day-to-day can vary based on the needs of each organization or role.
  

Relocation Statement:

• 
  
• This position is not eligible for relocation assistance. Visit ourPinFlexpage to learn more about our working model.
  

#LI-REMOTE

#LI-LP1

At Pinterest we believe the workplace should be equitable, inclusive, and inspiring for every employee. In an effort to provide greater transparency, we are sharing the base salary range for this position. The position is also eligible for equity and incentive compensation. Final salary is based on a number of factors including location, travel, relevant prior experience, or particular skills and expertise.

Information regarding the culture at Pinterest and benefits available for this position can be found here.

Our Commitment to Inclusion:

Looking to grow your career in sales? We're seeking dynamic, sales-oriented individuals to join our team of skilled professionals and contribute to the promotion of our cutting-edge marketing services. If you're motivated and ready to help businesses succeed, we’d love to connect with you!

Role Overview:

• Sell marketing solutions and consulting services specifically tailored for financial advisors and their small businesses.
• Build and manage relationships with financial advisors, offering tailored marketing strategies and business consulting.
• Work closely with clients to understand their unique needs and provide customized solutions to help grow their practice.

Key Responsibilities:

• Prospect and generate leads within the financial advisory sector.
• Present and sell marketing services designed to enhance advisors' client acquisition and retention.
• Provide business consulting to help advisors optimize their operations and strategy.
• Collaborate with senior sales professionals to understand industry nuances and refine sales strategies.
• Develop and execute a personal sales strategy to build and maintain a robust client portfolio.

Key Characteristics:

• Strong interpersonal and communication skills to effectively engage and build trust with financial advisors.
• Proven sales ability with a track record of meeting or exceeding targets.
• A strategic thinker with the ability to understand and address complex business challenges.
• Self-motivated and driven with a proactive approach to identifying and pursuing new opportunities.
• Adaptable and quick learner, open to feedback and eager to grow within the industry.

Training & Development:

• Comprehensive training program including a 90-day immersion period.
• Work alongside a senior sales professional to gain hands-on experience and industry insights.
• Learn about the financial advisory market and effective marketing strategies.
• Receive ongoing support and mentorship to ensure successful integration and growth.
• Post-90 days: Transition to building and managing your own book of business with full access to tools and training designed to support and expand your client base.

Qualifications:

• Bachelor's degree, financial license, or consultative sales experience.
• Exhibit professionalism, intuition, and strong persuasion skills.
• Comfortable initiating outbound calls.

Career Growth:

This role offers a competitive base salary of $50,000 annually, PLUS uncapped commission potential. On average, our sales professionals earn at least $80,000 in their first year and over $100,000 in subsequent years.

Retirement Plans Account Specialist

Fragasso Financial Advisors, Inc. is a primarily fee-based financial planning and investment management firm headquartered in Pittsburgh, PA. We are passionate about creating an exceptional client experience, and we have been helping clients work towards their financial goals since 1972.

We are seeking an organized, detail-oriented professional with strong communication skills to serve as a Retirement Plans Account Specialist in our South Hills office in McMurray, PA. This position plays a key role in supporting the delivery of retirement plan advisory services through coordination of administrative processes, client servicing, reporting preparation, plan conversions, and documentation oversight. The individual will collaborate with internal teams and external partners to help ensure a consistent, high-quality client experience and efficient department operations. This positions offers a hybrid work schedule with work from home opportunity.

Key Responsibilities

Responsibilities include, but are not limited to:

• Provide timely administrative and operational support to retirement plan clients and advisory team members
• Respond to client inquiries and assist in resolving questions or issues related to accounts
• Maintain consistent communication with clients, prospects, and external partners
• Document interactions, workflows, and activity in the firm CRM (Salesforce)
• Support preparation and distribution of quarterly investment review reports
• Coordinate with third-party administrators, recordkeepers, and investment partners to obtain service information, platform updates, and pricing information
• Prepare and update participant communication and education materials and presentations
• Review paperwork for completeness and accuracy; guide clients on documentation requirements
• Facilitate plan conversions, transfers, and account onboarding activities
• Coordinate recordkeeper transitions to ensure a smooth and efficient client experience
• Maintain electronic records and client files in accordance with firm standards
• Participate in client and prospective client meetings as needed
• Conduct participant education sessions when appropriate
• Collaborate effectively with internal team members and take ownership of assigned outcomes
• Represent the firm through participation in client and networking events
• Perform additional duties as assigned by management

To be considered for this position, you should possess the following qualifications:

• Associate or bachelor’s degree (Business or related field preferred)
• 2+ years of experience in financial services (retirement plans, advisory, or banking preferred)
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Experience with CRM platforms (Salesforce preferred)
• Familiarity with retirement plan tools (RPAG preferred)
• Strong organizational and time-management skills
• Professional communication and client service orientation
• Attention to detail and accuracy in documentation and reporting
• Ability to manage multiple priorities in a collaborative team environment

We offer an excellent benefit package, including medical, dental, vision, life, 401k/profit sharing and an Employee Stock Ownership Plan!

Fragasso Financial Advisors has previously received “Best Places to Work” awards by organizations such as the Pittsburgh Business Times and Investment News.1

Fragasso Financial Advisors is an Equal Opportunity Employer D/V/LGBT

Investment advice offered through Fragasso Financial Advisors, a registered investment advisor.

1 The results of Best Places to Work are based on an online survey of employees, which were conducted in 2025 and in previous years. Companies are surveyed on a variety of factors ranging from employee job satisfaction to salary satisfaction to perspectives on management.

ABOUT US

First Capital Advisors (“FCA”) is a private real estate investment firm that owns and operates high-quality real estate throughout the United States. Since 2013, FCA has owned 23 multi-family properties (3,600 apartment units), 13 retail properties (130,000 square feet), and invested in various other real estate ventures. FCA is pursuing new acquisition and development opportunities in the multi-family and retail sectors.

First Capital Advisors was founded in 2013 and is an affiliate of First Trust Portfolios, a financial services firm established in 1991. FCA is headquartered in the western suburbs of Chicago, IL, with a primary geographic focus on the Midwest and South. We are in search of qualified candidates to join our growing team in the role below.

JOB DESCRIPTION

First Capital Advisors is seeking an Asset Management Analyst for our expanding portfolio of multi-family and retail properties. In this key position, you will play an important role in maximizing the value of existing company-owned assets. Your efforts will help ensure peak property performance and support decision-making, directly impacting our team’s investment strategy and operations.

This is a full-time position based in Wheaton, IL, reporting to and working heavily with our Texas-based Director of Asset Management. Occasional travel throughout Texas is required. Job responsibilities include, but are not limited to, the following:

• Liaise with lenders, including ongoing compliance with financial reporting requirements, monitoring debt maturities, overseeing escrow requirements, etc.
• Oversee the completion of replacement reserve requests and lender inspections
• Conduct various research and analysis to support decision-making
• Prepare updates for management meetings and quarterly investor reports
• Review and analyze property operating and accounting reports, with a focus on assessing trends in performance and detecting any operational issues
• Assist in creating and managing property budgets (operating and capital)
• Ensure each property performs in accordance with its business plan; suggest modifications when necessary
• Perform cash flow modeling and produce financial proformas
• Conduct site visits, which will require occasional travel throughout Texas
• Coordinate with various third-party vendors
• Monitor market conditions, including supply and demand dynamics, changing tenant preferences, etc.

QUALIFICATIONS

The ideal candidate will possess most, but not necessarily all, of the following qualifications:

• Bachelor’s Degree (business, finance, economics, or real estate concentration preferred)
• 1-3 years of experience working in a financial analysis capacity within the CRE industry (multi-family preferred)
• Basic knowledge of accounting required; ability to read and interpret financial statements
• Experience creating and analyzing financial models
• Understanding of financial concepts, including return metrics (yield on cost, IRR, NPV, DCF, etc.)
• Understanding of capital structures (senior debt, mezzanine, preferred equity, etc.)
• Strong quantitative and analytical skills
• Basic understanding of construction concepts
• High level of proficiency in Microsoft Word, Excel, and PowerPoint
• Experience with Yardi, CoStar, and RealPage is preferred
• Ability to work with remote teams and properties; must be self-accountable and have strong initiative
• A self-motivated person who is driven to further their career in real estate

COMPENSATION / BENEFITS

• Competitive pay based on experience (salary range: $70,000 +)
• Benefits package available
• Full-time (Monday – Friday)
• Paid Time Off
• Annual performance bonus opportunities based on review

First Capital Advisors Holdings, LLC is an Equal Opportunity Employer and Drug Free workplace. Employment offers are contingent upon successful completion of a background check and drug screen.

INSIDE SALES ACCOUNT EXECUTIVE (PAYMENTS & CAPITAL SOLUTIONS)

Tripoli Advisors | Scottsdale, AZ (In-Office)

Tripoli Advisors is building one of the fastest-growing advisory and merchant-services platforms in the country and we are hiring elite inside sales closers to help us scale.

We provide payment processing, POS technology, equipment financing, leasing, and capital solutions to SMBs across the U.S. Our team moves fast, competes hard, and wins consistently. If you are a serious closer who thrives in a structured, high-performance environment with real earning upside, this is the seat for you.

WHAT YOU WILL DO

• Run high-volume outbound outreach to SMB decision-makers (calls, follow-ups, email, CRM workflows)

• Conduct discovery, position Tripoli solutions, and close new merchant accounts

• Sell across multiple verticals including payments, POS, equipment financing, leasing, and capital

• Own the full sales cycle from prospecting through close and handoff

• Maintain strong pipeline discipline and clean CRM activity (Zoho CRM)

• Hit and exceed daily, weekly, and monthly KPIs

WHAT WE ARE LOOKING FOR

• 1–3+ years of inside sales, B2B, or outbound closing experience

• Strong phone presence and objection-handling skills

• Competitive, coachable, and KPI-driven mindset

• Comfortable working in a structured, in-office sales environment

• Experience in payments, fintech, SaaS, or lending is a plus but not required

COMPENSATION AND UPSIDE

• Competitive base salary plus uncapped commissions

• Strong performers realistically earn $100K+ annually

• Residual income opportunities available

• Weekly coaching, structured training, and clear growth path

WHY TRIPOLI

• Fast-growing platform with strong leadership and deal flow

• Multiple products mean more ways to win deals

• Proven sales infrastructure, including leads, scripts, training, and CRM workflows

• Clear path to Senior AE and leadership roles

• High-energy, professional office culture in Scottsdale

WHO THIS ROLE IS FOR

This role is for disciplined closers who want structure, accountability, and unlimited upside. If you want easy, this is not it. If you want to build a serious sales career and get paid like a producer, apply.

HOW TO APPLY

Submit your resume for immediate consideration or direct message via Linkedin to be contacted.

Thanks,

Tripoli Advisors Team

Company Description

Goodwin Advisors is a commercial real estate boutique capital markets firm based in Texas. We prioritize bespoke advice and optimal execution by customizing solutions for clients' needs rather than focusing on our number of assignments. Based in Texas we are committed to delivering on our promises without cutting corners.

Role Description

This is a full-time hybrid role for an Investment Sales Associate, Senior Associate or Broker (Entry to Mid-Level) at Goodwin Advisors. This position will be responsible for knowledge of their product type and covered markets, assisting in valuations and creation of presentations (BOVs, Pitches, OMs), execution of marketing plans, and assisting in closings. Strongly prefer experienced professionals in the Senior Associate to Vice President range but will consider entry-level depending upon applicable degree and internships/work experience. Compensation is based upon successful closings of assignments.

Qualifications

• Finance and brokerage experience
• Business development drive
• Strong analytical and problem-solving skills
• Excellent communication and negotiation skills
• Ability to work independently and collaboratively
• Experience in the commercial real estate investment sales/finance or investment banking industries
• Bachelor's or Master's degree in Real Estate, Finance, Accounting, Business, or related field
• Knowledge of Argus is big positive

Multifamily Land Advisory Analyst

Institutional Multifamily | Investment Sales Advisory

Location: In Office – Atlanta, GA

3400 Peachtree Road NE

Suite 650

Atlanta, Georgia 30326

Company Overview

Land Advisors Organization is a nationwide team of respected, connected, and highly specialized land professionals providing advisory and brokerage services to clients seeking a data-driven roadmap for acquiring, selling, financing, or developing land and land-related assets.

Headquartered in Scottsdale, Arizona, with 32 offices across the country, Land Advisors combines local market expertise with national reach to deliver strategic insights and execution for institutional and private clients.

Position Overview

The Land Acquisition Analyst will focus exclusively on institutional multifamily land and investment land sales transactions. This role offers exposure to every stage of the transaction lifecycle — including market research, underwriting, financial modeling, offering memorandum preparation, and Broker Opinion of Value (BOV) deck creation.

This is a high-energy, team-oriented environment where Analysts work closely with Producers and clients to identify, evaluate, and position multifamily land opportunities. The ideal candidate is analytical, detail-oriented, and motivated to build a long-term career in institutional real estate brokerage and acquisitions.

Key Responsibilities

Transaction & Financial Analysis

• Perform complex financial modeling and underwriting for multifamily land and commercial real estate transactions
• Analyze market comparables, internal LAO data, and macroeconomic trends to support pricing and positioning strategies
• Prepare investment sales advisory packages, offering memoranda, BOV presentations, and executive summaries
• Assist in evaluating acquisition opportunities, budgets, assumptions, and risk factors

Research & Market Intelligence

• Conduct in-depth market research, demographic analysis, and economic trend evaluation
• Source and research land acquisition opportunities
• Utilize proprietary databases and third-party platforms to identify trends and actionable insights
• Review real estate documents (leases, loan documents, appraisals, surveys, etc.) to identify potential risks or issues
• Maintain a project pipeline of potential site opportunities across multiple markets/states

Business Development & Team Collaboration

• Support Producers in client pitches and meetings through data preparation and presentation materials
• Participate in weekly deal flow and strategy meetings
• Assist in building and maintaining industry relationships through events and trade organizations
• Contribute to expanding the multifamily land acquisition pipeline

Additional Duties

• Perform other responsibilities as assigned in support of office and transaction objectives

Qualifications

• Bachelor’s degree required (Real Estate, Finance, Business, Economics, or related field preferred)
• 2–4 years of real estate brokerage, investment sales, private equity, or commercial finance experience required
• Advanced financial modeling and analytical skills
• Strong understanding of multifamily fundamentals and commercial real estate underwriting
• Ability to synthesize macroeconomic data and local market research into actionable insights
• High attention to detail and strong organizational skills
• Excellent written and verbal communication skills
• Self-starter who thrives in a collaborative, high-performance environment

Compensation & Benefits

• Base salary range: $80,000 – $95,000, commensurate with experience
• Performance-based bonus tied to meaningful transaction contributions
• W-2 employee status
• Annual raise eligibility
• Health insurance and additional benefits
• Significant exposure to institutional-level transactions and career growth opportunities

Commission - $75,000+

• Be a coachable, organized team member interested in pursuing training development and educational opportunities
  
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  

• Requires a Bachelor’s degree in business administration, finance, or other related field
  
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  

Hudnall Capital Advisors helps the needs of Individuals, Families, and Businesses with our planning in: Investment Management, Retirement Planning, Tax Mitigation Strategies, Income Protection, Life Insurance, and Legacy Planning.

We can be different by doing the right thing!

Compensation details: 75 Yearly Salary

PIa6d1599f18f6-3631

Sales pros: If you can build relationships and generate your own opportunities, this might be for you.
I’m grow

ng my team at Integrity Health Insurance Advisors and looking for a motivated sales professional who wants to help individuals, families, and small business owners find the right health coverage to protect their financial future.
This is

remote opportunity with first-year earning potential of $50,000–$100,000+, depending on effort and performance.
This rol

is ideal for someone who enjoys networking, building relationships, and creating opportunities through referrals, social media, and community connections.
If you’r

waiting for someone to hand you leads… this probably isn’t the right fit.If you en

joy connecting with people and building your own book of business, keep reading.
What You

ll Do
Help ind

viduals, families, and small business owners understand their health coverage options and guide them toward solutions that protect them in the event of unexpected illness or injury.
What We

rovide

Training and mentorship

A wide portfolio of health coverage solutions

Flexible remote work environment

Weekly commission advances and bonuses

Incentive contests and performance rewards

Career advancement opportunities

Long-term residual income potential
First Ye

r Income Potential: $50,000 – $100,000+
Who I’m

ooking For
• Sales

r customer service background helpful• Self-mo

tivated and coachable• Comfort

able talking with people and building relationships• High in

tegrity and strong work ethic• A genui

ne passion for helping others
Our miss

on is simple: Helping Other People Everyday.
If you’r

looking for a career where you can truly make an impact while building something meaningful for yourself, I’d love to connect.

Message me directly or comment “INFO” and I’ll reach out.

Job Title: Senior Accountant

Location: Phoenix, AZ

Work Model: Full-Time, Fully Onsite

Compensation: $100,000 - $120,000, Commensurate with Experience

About the Company: Our client is an industry-leading commercial real estate platform with a proven track record across development, acquisitions, and asset management. Based in Phoenix, the firm operates nationally and manages a diversified portfolio spanning self-storage, industrial, office, multifamily, and healthcare assets. Projects include ground-up development, build-to-suit, acquisitions, and redevelopment initiatives across multiple asset classes.

About the Role: The Senior Accountant to support the Director of Finance in overseeing daily accounting operations and financial reporting for its Self-Storage portfolio. This position plays a critical role in both the Operations and Development functions of the platform, working closely with Managing Directors and Asset Management leadership.

The ideal candidate is a motivated self-starter with strong technical accounting skills, exceptional attention to detail, and the ability to thrive in a fast-paced, collaborative environment. This is a high-visibility role with exposure to partners, lenders, auditors, and ownership groups.

Key Responsibilities:

Technical Accounting & Reporting

• Manage full-cycle accounting for commercial real estate investments, primarily within the self-storage portfolio
• Maintain general ledger accuracy, including journal entries, accruals, and reconciliations
• Prepare detailed month-end close schedules and supporting documentation
• Assist with accounts payable processes, including invoice review and coding
• Translate property-level operating reports into ownership-level financial
• reporting
• Prepare monthly, quarterly, and annual financial packages for partners, lenders,
• and ownership groups

Capital & Transaction Support

• Prepare capital call and loan draw packages
• Support acquisition and disposition accounting, including settlement statements,
• sources and uses, and distribution calculations
• Assist with debt compliance and lender reporting requirements

Audit & Tax

• Serve as a key liaison during annual audits, including preparation of PBC schedules and support during fieldwork
• Prepare and manage local tax filings (sales and property taxes)
• Assist in the preparation and review of annual tax returns with external advisors

Cash & Asset Management

• Oversee cash management, including daily transaction verification and monthly bank reconciliations
• Maintain fixed asset schedules, including depreciation and amortization calculations

Strategic & Cross-Functional Collaboration

• Partner with Operations, Asset Management, and Development teams
• Support special projects, financial modeling initiatives, and ad hoc analyses

Required Qualifications & Experience:

Education

• Bachelor’s degree in accounting, finance, or related field

Experience

• 3-7 years of relevant accounting experience
• Public accounting and/or real estate accounting experience highly preferred
• Experience with month-end close, audit support, and financial statement
• preparation

Skills & Attributes

• Strong technical accounting knowledge
• High attention to detail and analytical capability
• Excellent organizational and time management skills
• Effective communication skills with ability to interface with executives, lenders,
• auditors, and ownership groups
• Proficiency in Microsoft Office; Yardi experience preferred
• Professional demeanor with a positive, team-oriented attitude

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

Join our tax team and play a key role in managing tax matters for one or more RMR-managed companies. Reporting to the Senior Tax Manager, you'll prepare and/or review tax compliance and calculations for Real Estate Investment Trusts (REITs), partnerships, and corporate entities. This position requires strong collaboration across accounting, asset management, and other internal teams. You'll contribute to strategic projects and transactional matters that drive organizational success. At RMR, you'll be part of a team that values expertise, innovation, and collaboration. We offer opportunities to work on challenging projects, develop your technical skills, and make an impact in a growing organization.

• Help manage co-source compliance arrangements including but not limited to review of various federal, state, and local and indirect tax returns and estimated tax payments across a wide spectrum of entity types.
• Work with advisors to resolve notices and compliance issues efficiently
• Prepare and/or review quarterly and annual tax calculations, including REIT compliance testing and provision for income taxes.
• Prepare and/or review tax modeling and analysis related to REIT qualifications and transactional planning.
• Collaborate with internal teams and external advisors on audits and special projects that support organizational goals.
• Assist with process improvements and automation initiatives within the tax function.
• Participate in transaction-oriented projects, including drafting technical memoranda on tax issues.

• Bachelor's degree in Accounting.
• CPA or equivalent experience.
• Experience in tax department of national public accounting firm is preferred but not required.
• Strong organizational skills and an ability to manage multiple deadlines.
• Strong accounting and analytical skills.
• Ability to work in a fast-paced, collaborative, and results driven environment and interact with senior management.
• Advanced Excel skills required.

#LI-DNI

The RMR Group offers an extensive total rewards package to ensure that your benefits align with your needs. Employees who work at least 21 hours per week are eligible to participate in The RMR Group's benefits plans, including:

• Health Insurance
• Dental Insurance
• Vision Insurance
• Life & Disability Insurance
• Health Savings Account (HSA) & Flexible Spending Plans (FSA)
• 401(k) Plan with Employer Match
• Holidays, Vacation & Sick Time
• Parental Leave
• Tuition Assistance
• Matching Gift Program
• Wide Array of Voluntary, Employee-Paid Benefits to choose from including Critical Illness & Accident Insurance, Identity Theft Protection & Pet Insurance

The estimated base compensation range for this position is $85,000 to $105,000 per year. RMR considers several components including an individual's skills, qualifications, experience, internal equity, and market data.

The RMR Group (Nasdaq: RMR) is a leading U.S. alternative asset management company, unique for its focus on commercial real estate (CRE) and related businesses. RMR's vertical integration is strengthened by nearly 900 real estate professionals in more than 30 offices nationwide who manage approximately $40 billion in assets under management and leverage more than 35 years of institutional experience in buying, selling, financing and operating CRE. RMR benefits from a scalable platform, a deep and experienced management team and a diversity of real estate strategies across its clients. RMR has been recognized by The Boston Globe as a "Top Place to Work", by the Environmental Protection Agency (EPA) as an "ENERGY STAR Partner of the Year" and ranked by the Building Owners and Managers Association (BOMA) as having one of the highest number of BOMA 360 designated properties in its portfolio. RMR is headquartered in Newton, MA and was founded in 1986.

RMR's mission is to create long term value for our clients by managing their investments and assets "like we own it" - an approach that consistently and repeatedly generates opportunities for all our employees, investors and stakeholders. We are guided by six core values:

• Integrity at Our Core.
• Perform Passionately and Effectively.
• Inspired Thinking.
• Like We Own It.
• Power of We.
• Mutual Respect.

Visit our website to learn more about what makes The RMR Group a rewarding place to build a career.

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The RMR Group is an equal opportunity employer. Qualified applications will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here.

Aloia Law is a boutique law firm specializing in complex commercial litigation, real estate and business transactions, and municipal law. We are a well-established firm with an exceptional reputation for providing personalized service and maintaining long-term client relationships.

We are seeking a highly motivated and experienced Wills and Trusts Attorney to join our team in Mt. Clemens, Michigan. The ideal candidate has 7+ years of experience in Estate Planning, Probate Administration, Trust Administration, Asset Protection, and Business Succession Planning who has developed strong, trusted client relationships over the course of their practice. This role is well-suited for an attorney who has an existing practice and would enjoy significantly expanding their estate planning practice within a collaborative firm environment. The position involves providing compassionate, client‐focused counsel, managing a diverse caseload, and serving in a visible, client‐facing leadership role. This is a unique opportunity for an accomplished practitioner to help guide the next phase of our firm's growth through a trusts and estates practice in a supportive culture that values respect, collaboration, and professionalism.

KEY RESPONSIBILITIES:

• Conduct estate planning consultations with prospective and existing clients
• Provide strategic legal recommendations and guide clients through every stage of the planning process
• Advise clients on estate planning, asset protection, wealth transfer strategies, and business succession planning
• Draft and review comprehensive estate plans tailored to each client's goals and objectives
• Counsel clients on probate and trust administration from initiation through closing
• Maintain timely and professional communications with clients by phone and email
• Collaborate closely with internal team members and clients outside advisors, including CPAs, financial advisors, and other professionals
• Update and maintain compliance with state and federal estate laws
• Build and maintain client relationships, delivering straightforward and empathetic guidance through complex decisions
• Contribute to firm development through client relationships and professional engagement

REQUIREMENTS AND QUALIFICATIONS:

• 7+ years legal expertise in estate planning, probate and trust administration, asset protection, and business succession planning
• Strong interpersonal and communication skills
• Strong drafting, analytical, and organizational skills with exceptional attention to detail
• Excellent client counseling and communication abilities with a high level of responsiveness
• Ability to work independently as well as collaboratively
• Ability to manage a diverse caseload with attention to detail and sensitivity to client needs
• Commitment to excellent client service and professional integrity
• Juris Doctor (J.D.) degree from an accredited law school
• Licensed and in good standing with the State Bar of Michigan

BENEFITS:

• Compensation will be commensurate with experience and skill set
• Benefits for a full-time position include a retirement plan with employer match, life insurance, short-term and long-term disability insurance, and a medical insurance plan that includes health, vision, and dental coverage with an HSA option
• Paid time off and paid holidays
• Ongoing training, mentorship, and professional development
• Paid bar dues and continuing legal education
• We offer a flexible work environment with emphasis on work life balance in a supportive and collaborative team atmosphere while encouraging you to develop your skills in meaningful ways

HOW TO APPLY:

Candidates should submit a resume and cover letter outlining your experience and interest in the position to Human Resources at All inquiries will be handled confidentially. Aloia Law is an Equal Opportunity Employer.

Candidates only please. Recruiters and/or Recruiting Agencies, we ask that you do not respond to or contact this Employer.

Golden Reserve is looking for an experienced advisor to lead the Toledo region supporting 2 locations. This leadership role will have the opportunity to execute client meetings and lead a team of financial retirement planners. The expectation will be to establish yourself as a top-tier sales performer in the first 12-month period, then you will assume management and leadership of your team. This is a player-coach role that is 75% client-facing sales and 25% leadership management.

We are a full-service RIA and insurance firm, that built our company trying to not just change the financial industry for the retirees we serve – but for the team of financial professionals we hire.

Some of the driving reasons advisors choose Golden Reserve: (1) world-class media-driven marketing allowing us to provide you with pre-qualified leads, (2) flat-fee client pricing and (3) partnerships with estate planning law firms and CPA firms to allow each plan to include legal and tax services for our clients, at no additional cost.

Golden Reserve lead generation is driven by its nation-wide radio and television show (https:// ), seminar workshops, digital and world-class client services. In a short period of time, we have grown to 40+ offices covering 9 states and we are just getting started.

We Provide:

- Salary

o $200,000 - $225,000 salary, based on experience

o Additional uncapped production and bonus compensation

o Guaranteed $50,000 salary bump increase after first 12 months

- Prospects

o You don’t need a book of business – we provide you with pre-qualified leads

- Benefits

o Generous PTO policy, Health & Dental, 401(k) & Life Insurance

We Require:

- Five (5)+ Years of new client selling experience (not servicing)

- State Life & Health Insurance Licenses

- FINRA Series 65, or equivalent

- GRIT – we all built this company brick by brick with a blue-collar mindset embracing accountability, ownership, problem-solving and toughness

If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume.

BUT BEFORE YOU APPLY – learn more about how Golden Reserve is different than other financial firms at Take a look at our CEO’s Amazon bestselling book that defines our company’s culture and mission – Fire Your Financial Advisor : 40 Years of Greed & Exploitation of the American Retiree and How You Can Fight Back (
Requirements:

Compensation details: 2 Yearly Salary

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