Ensure each qualified lead or account is established within the Customer Relationship Management (CRM) system with the appropriate referral, marketing, or other tracking codes along with all other required information, document customer and contact information in real time Place 40 60 outbound calls/emails per day Develop and execute a solution oriented business plan that

A Core Tax Services Associate is responsible for utilizing his or her educational background as well as communication and organizational skills by assisting with the preparation of tax returns and research. In this role, the Core Tax Services Associate will be charged with utilizing basic research skills and working with tax software applications to complete simple tax re

Status Category Full Time Exempt/Non Exempt Exempt Scheduled Hours Per Week 40 Job Code FS210AU With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE CBZ) delivers top level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national caliber expertise combined with highly personali

Ensure timely and accurate completion of established accounting procedures by entering transactions into accounting software and identifying and correcting any discrepancies Assemble monthly Accounts Receivable reporting for business units within A&H triage throughout the month to adhere to regulatory and corporate requirements Prepare and process payment requests in acco

Support the centralized monitoring program by performing risk based testing and oversight reviews, electronic communication monitoring, and market abuse testing. Identify, escalate, address, and validate potential policy violations identified through monitoring activities. Partner with business and compliance colleagues to enhance and develop compliance controls and new c

FuturePlan is the nation's largest third party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds high touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined t

The Provider Audit Reviewer is responsible for approving the audit scope determinations, conducting full reviews of the completed audits, high level desk reviews, special projects and ensures workloads are current and operating within Medicare, corporate, and departmental guidelines and budgets. Essential Functions Key Duties/Responsibilities/Accountabilities Meets contra

Help foster a cohesive service team by directing workflow, supporting strong communication and displaying good judgment and leadership to ensure the proper administration of all plans. Responsible for client service, compliance and Form 5500 reporting of an assigned group of retirement plans consisting of more complex plans, typically 60 70 plans. Is regarded as a technic

Get started on an exciting career at Element! Element employees make a difference in the lives of others every day. We are re defining the fleet management industry to be people first, then business delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like minded people on our team. What We Need Element Fleet Man

Perform risk assessment and provide scoping recommendations for SOx 404 testing. Lead SOx PMO in continuous refinement of controls documentation and testing, including Review process and control documentation periodically to ensure it is up to date, and to identify opportunities to rationalize processes, controls, and testing Design testing to appropriately evaluate the e

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA i

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Sales Job Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trail

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll find an environ

Organize and update the company's tax calendar Prepare monthly and quarterly state sales tax returns Prepare property and other tax returns Assist in filling annual Federal and State Income tax returns for US Assist in filling annual Federal and Provincial Income tax returns for Canada Prepare tax payments Perform Month end tax close duties Monitor and resolve various tax

The Provider Auditor is responsible for conducting Centers for Medicare & Medicaid Services (CMS) and other financial analysis, limited and full desk reviews, and in house and on site field audits to ensure proper reimbursement for health care providers for the Medicare programs.These positions are the face of Noridian interacting with providers/facilities management thro