• This Senior Relationship Manager will be responsible for building and managing commercial loan relationships within the Sponsor industry • Generating new business development and relationships that will produce revenue from companies, sponsors, and the like • Generating deal flow directly from these clients/prospects (Sponsors) and orchestrating a team approach to the relationship is a key component and requirement of the job • Responsibilities include origination, negotiation, structuring, pricing, underwriting, and closing of loans • Managing a commercial loan portfolio which ranges from simple to complex, ensuring the highest loan quality for the organization with minimal risk • Must be able to manage the on-going monitoring of portfolio quality and ensuring compliance with applicable laws, regulations and guidelines • Develops and maintains relationships to generate direct deal flow • Works with assigned portfolio managers, engage with sponsors and borrowers on idea generation and relevant opportunities to expand our relationship • Partners with management to create action plans that ensure the achievement of goals • Tracks production and revenue, and forecasting results for management based on existing pipelines • Works with assigned portfolio managers to ensure pro-active monitoring of the credit quality of the portfolio through timely financial statement gathering, monitoring client’s compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels • Ultimately responsible for managing the bank's risk exposure to acceptable levels • Stays abreast of industry trends and market conditions that could impact the assigned portfolio of relationships and borrowers • Performs special projects, and additional duties and responsibilities as required • Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings • Accountable to maintain compliance with applicable federal, state and local laws and regulations.

• Ensure the team independently handles operational and analytical tasks — from goal setting to execution and result control — guaranteeing that cost savings do not compromise partner service quality. • Be responsible for analyzing statistics, reports, and key partner performance metrics to identify and prioritize areas for reducing content costs without degrading the partner experience. • Develop and approve cost reduction strategies, orchestrating their implementation by the team and cross-functional stakeholders, while maintaining ownership of preserving benchmark partner service quality. • Oversee partner management within Bitrix CRM, including the escalation and resolution of complex, non-standard requests, ensuring an optimal balance between operational costs and service levels. • Own the continuous improvement of partner-related processes and tools (CRM, reporting, file management, internal guidelines) from the perspective of lowering operational costs while increasing service reliability. • Coordinate collaboration with internal teams to achieve shared efficiency and content cost optimization goals, bearing ultimate responsibility for ensuring that partner service quality remains unchanged.

• Meet or exceed all minimum required sales activity expectations and gross profit targets. • Responsible for timely renewal of existing service contracts and routine replenishment of onboard medical supplies for assigned clients. • Identification of up-sell opportunities and effective closure, utilising subject matter experts to support, where appropriate. • Responsible for ensuring timely and effective problem resolution for assigned client base. • Demonstrate proficiency and accuracy with use of CRM and order management systems, following processes documented. • Responsible for timely receipt of accounts receivable values, in accordance with company and departmental guidelines. • Attend and document product, sales and professional development training as assigned. • Identify opportunities to represent the company at events and assist in setting up/arranging and/or attending events (seminars, tradeshows) on an as-needed basis. • Supporting team members during absences. • Follow best practice and current company policies including understanding and application of MedAire’s ISO 9001:2008 processes and provide assistance as required in tasks associated with maintaining its ISO certification. • Ensuring compliance with all GDP practices in line with licenses held. • Maintain all client information which may be encountered either directly or indirectly while in the performance of the job in strict confidence in accordance with HIPAA and/or any other pertinent confidentiality regulations.

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Responsibilities: - Facilitate primary reviews of complex tax returns and provide tax consulting services for your partnership clients - Evaluate the tax aspects of partnership agreements and manage the client's Internal Revenue Code (IRC) 704b accounts - Manage multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; market, sell, design, and implement tax-planning strategies for clients and manage to budget - Manage, develop, train and mentor staff on tax projects and assess their performance for engagement and year-end performance reviews - Research and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters - Respond to inquiries from the IRS and other tax authorities - Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships Qualifications: - Bachelor's degree in Accounting, or other related field - CPA or licensed member of the Bar - 5+ years of progressive tax compliance and/or tax consulting experience in public accounting or a combination of industry and public accounting experience - Excellent analytical, technical, and tax accounting/technology skills, partnership returns, joint venture and non-corporate entity tax returns and understanding of Sub-chapter K partnership taxation, is required - Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships - Strong leadership, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills - Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment - Ability to travel up to 25% Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-Hybrid #LI-AF1 Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.