Role Description This is a unique and exciting role. The Family Services Manager/Supervisor will play a critical role in serving our high-net-worth clients and trust entities. This position focuses heavily on the preparation and review of statutory and tax-basis financial statements, as well as tax return preparation and review. You'll be leading a growing team and working in a specialized, fast-paced environment that values precision, efficiency, and client service. You’ll be entrusted with direct client interaction, supervision of a remote team, and ownership of critical deliverables. Establishing trust within the team and fostering positive relationships is a prerequisite. Success in this role requires technical proficiency, sound judgment, attention to detail, and strong leadership. Qualifications - You have a Bachelor’s degree in Accounting, Finance, or a similar field. - You are professional, personable and a team player. - You are highly organized and detail oriented. - You are able to manage tight deadlines during busy seasons with a calm, solutions-oriented approach. - You take pride in your work and deliver high-quality service. - You consider “Client First” the heart of client service. - You are eager to learn, grow and adapt in a dynamic environment. - You are comfortable working independently and collaboratively. - You thrive being challenged and have experience with fiduciary accounting and/or trust taxation. - You enjoy working in a business casual work environment and the opportunity to have a flexible work arrangement. Requirements - Lead and mentor a growing team of Family Services Associates and Seniors. - Collaborate with partners and managers on client engagements, timelines, and deliverables. - Prepare and review trust financial statements on an income tax basis, modified accrual basis, and/or statutory basis. - Oversee the preparation and review of tax returns with a high level of accuracy and due diligence. - Prepare documentation to support tax return calculations. - Review work for technical accuracy and resolve complex accounting and tax issues. - Run quarterly, monthly, and annual reports. - Conduct cash management as needed. - Lead or participate in special client projects as needed. - Communicate appropriately with clients while working on their engagement. - Stay current with relevant tax codes and accounting standards. - Use and maintain systems such as Sage Intacct and Bill.com. - Apply your knowledge to real-life situations—thinking outside of the box is encouraged. - Share your ideas and opinions with your team. - Attend professional development and training sessions regularly and apply new skills to your work. Benefits - Competitive base salary (commensurate with experience). - Retirement plan. - Health/dental/vision insurance. - Short-term and long-term disability options. - EAP benefits. - Self-managed PTO. - Experience-based recognition. - Continuing education and more. - Incentives for achieving designations/certificates that bring value to the firm.

Role Description Love helping people, solving problems, and working in a fast-paced environment? As a Client Services Analyst (CSA), you will provide remote application support to our clients via email and phone support. You will also appropriately route general questions or concerns about sales opportunities, software licensing, and user management. The position offers highly motivated self-starters an opportunity to work on products that improve Canadian healthcare. - Actively contribute to achieving departmental service levels and corporate goals by being a positive member of the Client Services team and demonstrating our CORE values (Care, Ownership, Respect, and Excellence). - Review outstanding cases to ensure that Service Level Agreement (SLA) requirements are met. - Take ownership of calls and case volumes in Client Services queues to monitor for trends and suggest solutions. - Clarify customer's concerns or issues and take appropriate action to respond to cases in Salesforce CRM prior to escalation. - Provide shadowing/training both internally to new staff and externally to customers. - Participate in the scheduled rotation of the After-Hours Client Services phone to ensure that Service Level Agreements are met. - Provide support services for acquisition products and communicate with external contractors as required. - Demonstrate Case Close rate ≥ average of within acceptable variance of CSAs with similar skill sets. - Achieve 90% or greater quality scores on spot checks (Matrix TBD). - Reliable attendance: Defined as schedule adherence to start and end times, lunch and breaks with professional communication regarding matters of attendance. - Be accountable for any assignment of work given by the Quality Assurance Team or Client Services Leadership team. - Promote QHR’s “Blue Culture” framework to foster a collaborative, positive, and efficient workplace. - Contribute to the organization’s positive image both internally and externally. - Perform other duties consistent with the position, as reasonably directed by your manager. Qualifications - Intermediate computing skills - Demonstrated experience working in a service-oriented position - Demonstrated experience working in a fast-paced environment - Pleasant and professional demeanor on the telephone - Completion of a MOA or MDOA program is considered an asset - Ability to type a minimum of 40 w.p.m. - Ability to work any shift during established hours of operation (current and future) Requirements - Utilize documented escalation processes when needing assistance and or guidance regarding knowledge, client escalations, and workflow direction. - Provide peer mentoring to team members by adhering to departmental workflow and new technologies. - Demonstrates self-awareness and emotional regulation, maintaining professionalism and focus while effectively fulfilling job responsibilities, even in challenging situations. - Maintain professional image at work both internally and externally with colleagues and clients alike through written and video communication as needed. - Integrity - Maintain steady performance and anchor decisions aligned with organizational values. - Escalate any major departmental issues to a Team Lead. Gather essential facts and recommend/take next steps. - Demonstrate leadership and mastery of your skill set(s). - Be willing to go above and beyond to assist a client and the organization. - Adaptability - adapt and navigate change with a can-do attitude. - Fortitude - Does not shy away and advocates the handling of “big” issues. Tackles challenges. - Demonstrating technical skills related to installs and troubleshooting of software. - Have ability to come up with creative solutions to meet new client demands and workflows. - Confidentiality - proven ability to maintain confidential inter-departmental information. - Provide feedback to leadership inbox with ideas on process improvement. Benefits - Base salary of $45,000.00 annually - Full-time, permanent - This is a remote/work-from-home position - No travel required

Role Description Career Team is looking to hire a Virtual Services Associate for the North Bay area. In this role, you will help us reach more people in the community by promoting our online programs and providing excellent virtual customer support. You will play a key part in helping participants who cannot visit us in person by showing them how to use our apps, websites, and online career tools. You’ll facilitate workshops, meet with participants 1-on-1 to provide guidance and expedite service delivery, and you’ll be a key contributor to the success of the North Bay operation. Operating under the supervision of the Project Director, you will make it easy and welcoming for job seekers to get the help they need online to find a job and grow their careers. Your Impact on Career Team’s Success: - Serve as the primary subject matter expert and advocate for the Career Edge app and website, systematically onboarding new users and maximizing platform adoption. - Guide participants through the initial setup, profile completion, and navigation of Career Edge features to ensure they utilize its full suite of career readiness modules. - Design, schedule, and facilitate high-energy, professional virtual orientations introducing participants to online and physical workforce development services. - Conduct interactive, remote professional development workshops (e.g., Resume Polishing, Virtual Interview Techniques, Soft Skills training) utilizing web conferencing software. - Execute targeted digital outreach campaigns via social media, emails, and text-messaging applications to discover, attract, and re-engage VIPs who cannot visit the physical location. - Provide concierge-level remote assistance to VIPs navigating critical online workforce portals. - Assist participants in virtually completing intakes, self-assessments, uploading documents, submitting applications, and accessing career resources. - Deliver person-centered support through chat functions, email, and video calls to triage requests, evaluate program inquiries, and seamlessly transition participants into formal eligibility paths. - Maintain data precision by documenting virtual customer service workflows, attendee logs, and engagement points within regional reporting databases. Qualifications - Bachelor’s degree or higher or an equivalent combination of education and experience. - Exceptional comfort navigating web apps, mobile app interfaces, and hosting interactive web events (Zoom, MS Teams, WebEx). - 2+ years of demonstrated ability working in a dynamic team environment with an aptitude for communication, interpersonal skills to work cooperatively with others, show courteousness, and have a high level of professionalism. - 2+ years of experience with computer proficiency in Microsoft Office suite and Google suite including Word, Excel, PowerPoint, Google Mail, Google Calendar, Google Docs, Google Sheets, and Google Drive. - High energy and clarity when speaking on camera, with an innate ability to hold an online audience’s attention. - Strong emotional intelligence and ability to lead a team with different working styles. - A demonstrated ability to thrive in a fast-paced environment while maintaining confidentiality, handling personnel matters effectively, and handling employee and personnel inquiries with sensitivity, tact, and diplomacy. - Dedication to treating virtual participants as VIPs, using deep empathy and clear direction to reduce user frustration with technology. - Sharp attention to detail with exceptional organizational, analytical, research, and critical thinking skills, including the ability to perform and complete a high volume of work assignments with speed and accuracy. - Exceptional time management skills to meet deadlines and work under pressure. - Excellent verbal and written communication skills. - A Valid Driver’s License. Requirements - Salary: $60,000 - $65,000/yr. Company Description Founded in 1996, Career Team, LLC is a private workforce development organization. Career Team’s outstanding record of accelerating the human condition has resulted in numerous honors: - Named by Inc. Magazine as one of America's 500 fastest growing privately held companies. - Recipient of the US Chamber of Commerce Blue Chip Enterprise Award for innovation. - Featured by 60 Minutes, CNN, Money Magazine, Inc. Magazine and the British Broadcasting Network as an innovative, government funded solutions program. - Invited to the White House after being cited by the National Welfare-to-Work Partnership and National Alliance of Business as a top 10 US training provider.

Veterinary Receptionist Location: Saint Johns United States Part-Time Job Description: Our hospital is seeking a Part-Time Veterinary Receptionist to help provide outstanding patient care and client service in a fast-paced, multi-doctor animal hospital. The Veterinary Receptionist is responsible for maintaining front of house duties. These tasks vary by day but can include: answering phone calls, scheduling appointments, greeting clients, maintaining hospital required paperwork and reviewing invoices or discharge instructions. To be successful in this role, clear communication and organizational skills are key! Ideal Candidate - Demonstrates professionalism, dependability, healthy and positive communication skills, and the ability to multi-task in a hands-on environment - Energetic people-and-pet person with excellent work ethic and social and organizational skills - Be compassionate/caring - Willing to work flexible hours including weekends - Can work individually, as well as on a team - Self-starter personality that can complete daily tasks without the need for constant direction Skills, Knowledge, & ExpertiseSkills, Knowledge, & ExpertiseBenefits - 401k Match - Discounted Veterinary Care - Scrub allowance - Hands-on and E-training - Professional growth opportunities