Role Description This is a Virtual Assistant position as an independent contractor. Paid time off and healthcare benefits are not provided. Full-time availability is required for a 40-hour workweek with two days off. Depending on business needs, one weekend day may be included in your schedule. Key Responsibilities - Answer, screen, and route incoming calls to the appropriate team member - Take and relay messages or transfer calls to voicemail when staff are unavailable - Log phone calls and upload documents into the online document management system - Provide clerical support to office staff, including faxing, copying, and file organization - Maintain regular communication with clients and respond to questions - Obtain insurance coverage information in a timely manner - Follow up on medical treatment and confirm continuity of care - Request and obtain medical records and billing statements from providers - Communicate with insurance companies regarding treatment status and update adjuster information in the system - Perform additional administrative and case-related duties as assigned Work Environment - Fully remote role. - High-production, metric driven recruiting environment. - Collaborative team structure supporting multiple hiring functions. Qualifications - Fluent in both English and Spanish (spoken and written) - Strong written and verbal communication skills - Resourceful and proactive in resolving issues - Self-motivated with the ability to multitask - Able to work independently with minimal supervision Requirements - Computer: - Windows: Windows 10, Intel i5 (8th Gen+) or 2GHz and 8 cores, 16 GB RAM, 256 GB SSD - Mac: macOS 11 (Big Sur+), Apple M1 or Intel i5, 8 GB RAM, 256 GB SSD - Equipment: - USB noise-cancelling headset - Webcam for daily meetings - Internet: - Connection: Wired Ethernet preferred; 5 GHz Wi-Fi acceptable - Internet Speed: 30 Mbps download, 15 Mbps upload - Latency (Ping): Under 100ms Compensation Compensation: USD $1,000+ per month (based on experience)

Role Description Vos missions principales sont les suivantes : - Produits d’épargne salariale PEE /PERE-CO (Etablissement Public) - Informer les collaborateurs de l’Etablissement Public sur les produits PEE et PERE-CO ainsi que sur le portail salarié Amundi; - Accompagner la clientèle lors des campagnes collectives d’intéressement et de placement des jours CET (mars/avril); - Participer à la consolidation des statistiques de l’épargne salariale et aux travaux d’enrichissement des reportings à destination des organisations syndicales, de la DRH et des instances de la MSG; - Contribuer à la préparation de la commission de suivi annuelle des accords PEE et PERECO et en tant que de besoin aux études préalables demandées par la DRH de la CDC dans le cadre de la négociation des accords collectifs PEE et PERE-CO; - Prestation EPI (contrat groupe CDC) - Réaliser les actes de gestion administrative sur le contrat EPI et conseiller les collaborateurs du groupe CDC sur la prestation; - Être l’interlocuteur des services de CNP Assurances dans le cadre de la cogestion du contrat EPI; - Effectuer les reportings aux employeurs du groupe CDC ayant souscrit à l’EPI; - Participer aux travaux informatiques avec la MOA pour l’outil de gestion EPICURE. Les atouts du poste : - Une vision 360° : Vous interviendrez sur des prestations internalisées (EPI) et externalisées (Amundi), avec une approche complète du cycle de vie des produits. - Un poste polyvalent : Alternance entre gestion administrative, relation client et participation à des projets transverses (MOA, communication). - Intégration dans une équipe à taille humaine. Le mot de la manageuse : « Rejoindre notre équipe, c’est contribuer à un projet social ambitieux au service des collaborateurs du groupe CDC. Vous aurez l’opportunité de développer une expertise unique en épargne salariale, tout en évoluant dans un environnement stimulant où votre rigueur et votre sens du relationnel feront la différence. Ce poste est idéal pour celles et ceux qui souhaitent allier gestion administrative, conseil et travail d’équipe dans un cadre public exigeant et bienveillant. » Qualifications - Une formation niveau Bac + 2 au minimum - Compétences spécifiques : - Assurer la relation avec les clients - Réaliser la gestion administrative d’un dispositif réglementé - Appétence pour les chiffres et les outils informatiques (naviguer dans les back office des plateformes Amundi et Epicure) - Compétences transversales : - S'adapter - Développer et entretenir la coopération avec les opérationnels de la DRH, d’AMUNDI et de CNP Assurances - Compétences liées au poste : - Pratique régulière et récente des outils bureautiques (Pack Office) – Excel : suivre et mettre à jour des bases + contrôle de fichier avec la MOA ICDC - Autonomie dans l’organisation de ses activités - Rigueur et respect des procédures (réglementation) - Qualités relationnelles et aptitude au travail en équipe et en transversal - Discrétion exigée (accès à des données personnelles clients) - Compétences pouvant être acquises : - Apprentissage de l’outil EPICURE - Fiscalité et réglementation des dispositifs d’épargne salariale et de l’assurance-vie Elements de candidature Documents à transmettre : Pour postuler à cette offre, l'envoi du CV est obligatoire.

• The Client Services Manager will provide direct management of a project management team • Responsible for the oversight, leadership, and development and coaching of all members of their team • Build and maintain relationships with clients supported by their team • Partner with internal support and development organizations to ensure comprehensive and efficient service is delivered to KLDiscovery’s clients • Provide direct project level support including consultation, serving as an escalation point, and providing a load-balancing function during peak periods

Tax Senior Associate [Financial Services] Opportunity ID 8036 Department Tax Location(s) Los Angeles State California Function Tax Job Description As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia. We currently have an exciting career opportunity for a Tax Senior Associate to join the team in our Los Angeles or Woodland Hills, CA office with our Financial Services Group in a hybrid capacity. CohnReznick is a hybrid firm most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to alternate time between both remote and office. t CohnReznick, we believe in creating the conditions in which everyone can do their best work, collaborate, learn, and build community. This results in our ability to create opportunities for our people, make a difference for our clients, and strengthen our internal and external communities. YOUR TEAM. As part of the Financial Sponsors & Financial Services team, you’ll work with some of the nation’s leading private equity, venture capital, hedge, real estate, cannabis, private credit, and other alternative investment funds. You’ll gain valuable knowledge of the capital markets ecosystem and use it to deliver the comprehensive transaction, fund, and portfolio company audit, tax, and value creation solutions. As a result of the unique organizational structure of most private investment funds, you’ll collaborate with other CohnReznick industry and service line team members to deliver outstanding technical and client service. Located in almost every financial center across the United States—New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more--our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence and timely response to questions and requests. WHY COHNREZNICK? At CohnReznick, we’re united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it’s working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your “why” at the firm. We believe it’s important to balance work with everyday life – and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: - Work with a team to meet various department deadlines throughout the year - Preparing the following types of tax returns: business tax returns including 1120, 1120-S & 1065; experience with tax provision preferred - Assist with the process and review of tax returns - Various financial analysis including but not limited to balance sheets and income statements - Proficient in using various department software platforms - Ad hoc projects YOUR EXPERIENCE. The successful candidate will have: - 3+ years of work experience in another public accounting firm - Financial Services Experience preferred - Heavy Partnership Experience preferred - Bachelor’s Degree required - CPA licensure achieved or eligibility to sit for the exam - Strong experience using Microsoft Office Suite - Knowledge of audit software such as CaseWare or ProSystem FX - Exceptional organizational and communication (verbal and written) skills Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. You may be just the right candidate for this or one of our other roles. In California, the salary range for Tax Senior Associates is $80,000 - $115,000. Salary determination will vary based on factors such as a candidate’s geographical location, qualifications, experience, skills, and competencies. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus; generous paid time off; expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few.