Role Description Du erstellst und prüfst Jahresabschlüsse sowie Steuererklärungen für Privatpersonen, Unternehmen und Körperschaften – teils im Team, teils völlig eigenständig. - Du berätst und betreust unsere Mandant:innen bei allen Fragen rund um das Steuerrecht. - Begleitest Betriebsprüfungen souverän und übernimmst die Kommunikation mit den Finanzbehörden. - Analysierst die steuerliche Situation unserer Mandantschaft und zeigst proaktiv Optimierungspotenziale auf. - Entwickelst gemeinsam mit uns maßgeschneiderte, individuelle Steuerstrategien. - Hast aktuelle steuerrechtliche Änderungen stets im Blick und wendest sie direkt in deiner täglichen Beratungspraxis an. - Nutze moderne Softwaretools, um deine Mandate effizient und digital zu bearbeiten. Qualifications - Du hast deine Fachprüfung zum/zur Steuerberater:in (StB) erfolgreich bestanden. - Du bringst bereits fundierte Berufserfahrung in der steuerlichen Beratung mit – idealerweise hast du diese in einer Kanzlei gesammelt. - Du überzeugst durch tiefgreifende Kenntnisse im Steuerrecht und bist sicher im Umgang mit relevanter Branchensoftware, insbesondere ADDISON und DATEV. - Du arbeitest jederzeit strukturiert und zeichnest dich durch deine ausgeprägten analytischen Fähigkeiten aus. - Du bist ein echter Teamplayer, kommunizierst stark auf allen Ebenen und packst Aufgaben mit viel Eigeninitiative an. Requirements - Du betreust einen exklusiven Mandantenstamm – von Family-Offices über Start-ups bis hin zu internationalen Firmengruppen – eigenverantwortlich und auf höchstem Niveau. - In dieser Position als Steuerberater (m/w/d) übernimmst du die ganzheitliche Beratung, gestaltest zukunftsweisende Lösungen und profitierst von viel Freiraum in einer modernen Steuerboutique. Benefits - 30 Tage Urlaub: Ausreichend Zeit für dich zum Abschalten, Reisen und Kraft tanken. - Flexible Arbeitszeiten: Gestalte deinen Arbeitstag so, dass er optimal in dein Leben passt. - Homeoffice-Möglichkeit: Arbeite flexibel dort, wo du am produktivsten bist – ob in der Kanzlei oder bequem von zu Hause aus. - Betriebliche Weiterbildung: Wir investieren in deine Karriere und fördern dich durch gezielte, individuelle Fortbildungen. - Mentoring-Programm: Ein:e erfahrene:r Kolleg:in steht dir von Tag eins an zur Seite, damit du perfekt bei uns ankommst. - Firmenevents: Wir feiern unsere Erfolge gemeinsam und stärken unseren Teamgeist bei regelmäßigen, tollen Events. - Firmenhandy: Du erhältst ein modernes Smartphone für deine optimale Erreichbarkeit und Kommunikation. - Kostenloser Parkplatz: Ein entspannter Start in den Tag – dein Parkplatz direkt vor der Tür ist für dich reserviert. - Kostenlose Getränke: Kaffee, Wasser und Co. stehen dir für den täglichen Energie-Boost jederzeit frei zur Verfügung. - Umzugskostenzuschuss: Du kommst von weiter weg? Wir lassen dich beim Ortswechsel nicht allein und unterstützen dich finanziell bei deinem Umzug!

• You will become a part of Trinetix Presale Team, working together with Sales and Delivery to prepare compelling and highly competitive proposals for our potential clients. • As a Presale Consultant you will engage into early-stage conversations with our potential clients to identify business needs, propose high-level solution concepts and convert them into detailed technical proposals in collaboration with the Trinetix architects, technology and delivery experts. • You will take part in building AI-augmented Presale Function together with Trinetix presale and technology experts. • Your key responsibility will be understanding client’s business needs and making sure it is properly reflected in the proposed solution. • Participate in the presale process and the key client’s proxy in terms of business requirements. • Together with Sales engage with the potential clients at early stage of the presale process to clarify the business needs, priorities and requirements. • Translate client’s business needs into solution vision, backlog and other requirements documents. • Work together with the architects and UX experts to produce architecture vision, prototypes and POCs. • Facilitate estimation sessions from the perspective of communicating the requirements and assumptions to the engineering team, documenting the assumptions and converting them into accurate effort estimations. • Contribute to the development of presale documents (proposals, presentations, financial models) balancing hands-on work and delegation to the team members. • Participate in the proposal presentation meetings, being main presenter for the business needs/solution parts of the proposal. • Balance the (potentially contradicting) interests of internal stakeholders (primarily Sales and Delivery) to ensure competitive proposals without risky over-commitments. • Participate in the Presale Function transformation initiatives (development of templates and practices, etc)

Role Description The GBS Divisional Senior Financial & Actuarial Consultant is a key leadership role within the Health and Benefits division. This position oversees a team of professionals, providing guidance and technical assistance to account teams and clients. The role includes delivering actuarial and underwriting expertise, mentoring team members, and driving the adoption of best practices across regions. In this role, you’ll lead and manage a team of financial and actuarial professionals, ensuring the delivery of high-quality services to clients and internal teams. You’ll provide resources, tools and training to the team for: - Underwriting analysis - Developing financial projections - Calculation of reserves - Plan design modeling - Overall financial analysis of US employer benefit plans You’ll act as a mentor and coach, supporting the professional growth of analysts and consultants. By developing structured training programs and resources, you’ll enhance technical skills and client-facing capabilities across the team. You’ll also oversee the management of tools, templates, and workflows, ensuring accuracy, efficiency, and alignment with industry best practices. Additionally, you’ll represent the Financial and Actuarial Consulting team in client or prospect meetings, as needed, building trust and credibility through actionable insights. Additional responsibilities include: - Conducting team meetings, distributing communications, and driving collaboration across branches within the region. - Leading training programs for staff and clients to ensure consistent adoption of best practices. - Acting as a liaison between the Financial and Actuarial Consulting teams and Gallagher’s Center of Excellence. - Assisting in the sales prospecting as needed. - Maintaining deep understanding of Gallagher’s proprietary tools and templates used for financial and actuarial calculations. - Reviewing and enhancing client deliverables, ensuring they are visually appealing and aligned with Gallagher’s standards. - Providing guidance and support to FAC managers in tracking team capacity and workload distribution. - Acting as a flexible resource to provide overflow support to regions facing high workloads or complex client projects. - Serving as a go-to resource for branch office staff on actuarial and financial consulting topics. - Taking ownership of escalated service issues, working closely with internal teams and clients to resolve them effectively. Qualifications - Bachelor's degree and 7 years experience with Broker or Carrier side with focus on Health and Benefits. - Working knowledge of Microsoft Windows applications and Microsoft Office. - High degree of understanding of employee benefits funding mechanisms. - Familiarity with carrier reporting systems. - Ability to effectively articulate the format, content, and logic of all underwriting tools and client reports. Requirements - Expertise in financial and actuarial consulting, with a strong understanding of underwriting principles. - Proven ability to mentor and develop team members, fostering a collaborative and inclusive environment. - Proficiency in using tools like Power Bi dashboards, AMP reporting, and Gallagher’s proprietary templates. - Exceptional communication skills, with the ability to explain complex issues in simple terms to clients and stakeholders. - Effective negotiation skills. - Knowledgeable in using various analytical approaches to problem solving. - Advanced knowledge of underwriting principles and of the employee benefits field. Benefits - Medical/dental/vision plans, which start from day one! - Life and accident insurance - 401(K) and Roth options - Tax-advantaged accounts (HSA, FSA) - Educational expense reimbursement - Paid parental leave - Digital mental health services (Talkspace) - Flexible work hours (availability varies by office and job function) - Training programs - Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing - Charitable matching gift program - And more...

• Act as an extension of the client’s human resources department to administer all aspects of the leave of absence and accommodation process for their employees. • Complete all administrative tasks related to leave of absence and accommodation management utilizing a date-driven leave of absence system. • Execute new leave requests, complete reminder phone calls, emails, and return to work communication. • Determine eligibility for federal leave of absence and accommodation regulations (FMLA, ADA, etc.), state leave regulations, and other client-specific leave policies. • Maintain accurate records in the system for each leave of absence and accommodation case. • Communicate with employees about their eligibility for leave and wage replacement options. • Generate and send all required leave notices and paperwork within the designated timeframe. • Work closely with the employee to assist with timely return of required paperwork. • Review medical certifications and other documentation to determine if employee qualifies for leave. • Generate and send designation notices to employees within the appropriate time frame. • Provide frequent updates to clients regarding an employee’s leave request, status, and return to work dates. • Act in an advisory role for reasonable accommodations under ADA and process approvals per the client’s direction. • Help clients navigate complicated leave of absence cases and regulations. • Generate weekly and ad-hoc reports for clients and employees.