Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesSpokane, WA$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
Branch Manager WASHINGTON TRUST BANKBranch ManagerSpokane, WAFull timeResponsible for marketing Washington Trust banking products and services including preparing for client calls, making sales calls, and call follow-up. Train teams to identify and manage risk effectively, staying current on fraud and risk trends to minimize impact to the bank and clients.
Assistant Branch Manager WASHINGTON TRUST BANKAssistant Branch ManagerSpokane, WAFull timePartners with Branch Manager to analyze workloads and workflows, designing and implementing best practices which define the most efficient way to conduct specific processes as well as continually upgrading and evaluating processes. Acts as the branches' primary operation contact providing daily support to branches in problem resolution relative to policies, procedures, compliance, technical and operational issues, as well as business and personal document interpretation.
Producing Investment Services Manager Washington Trust BankProducing Investment Services ManagerSpokane, WA$98,976–$148,465 / yearPart timeli>The Producing Investment Services Manager will use proven methods to develop investment business including general issue and product- related seminars, statement stuffers, direct mail, networking (CPAs, Attorneys, etc.) and other methodology to generate potential investment clientele. The role is designed to balance sales production, staff oversight, and risk management to ensure the delivery of high‑quality investment services in a compliant, efficient, and client‑focused manner.
Market Client Relationship Manager Bank of AmericaMarket Client Relationship ManagerSpokane, WashingtonKey responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
Partnership Tax Senior Manager, Advanced Computational Services BDO USA PCPartnership Tax Senior Manager, Advanced Computational ServicesWA$99,750–$262,500 / yearp>Job Summary: As a Tax Senior Manager, Partnerships, you will be responsible for advising clients on the tax implications of their business objectives and various partnership specific items including but not limited to section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations and Tax Receivable Agreement (TRA) calculations. In addition, the Tax Senior Manager, Partnerships develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to other team members.
Tax Manager, Core Tax Services BDO USA PCTax Manager, Core Tax ServicesSpokane, WA$112,000–$150,000 / yearp>Job Summary: The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Tax Specialization: Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Tax Manager, Core Tax Services - Corporate/ASC 740 BDO USA PCTax Manager, Core Tax Services - Corporate/ASC 740Spokane, WA$112,000–$150,000 / yearp>Job Summary: The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Tax Specialization: Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Case Manager II /Case Manager Trainee - COPES Program Frontier Behavioral HealthCase Manager II /Case Manager Trainee - COPES ProgramSpokane, WashingtonEvaluate client strengths and needs, complete a comprehensive assessment, determine level of functioning, develop and implement service plans that provide a reliable and safe plan of care that enables clients to achieve a maximum level of health and independence and targets case stabilization, ensuring independence. The Case Manager II/Trainee- COPES provides clinical case management services to adults receiving long-term term services and supports through an Aging and Long-Term Care of Eastern Washington (ALTCEW) program.
WMAS Relationship Manager II-III Washington Trust BankWMAS Relationship Manager II-IIISpokane, WA$81,260–$121,890 / yearPart timeli>Responsible for understanding all banking and financial needs of relationship clients including all products and services offered by the Bank (Commercial, Investments, International Banking, Private Banking, Real Estate, Cash Management, etc). As a member of the Wealth Management and Advisory Services (WMAS) Division, serves as a proactive, client-focused trusted financial partner to clients through a seamless delivery of investment, trust, and fiduciary services.
Assistant Branch Manager Washington Trust Bank Wealth ManagementAssistant Branch ManagerSpokane, WA$25.44–$38.16 / hourPartners with Branch Manager to analyze workloads and workflows, designing and implementing best practices which define the most efficient way to conduct specific processes as well as continually upgrading and evaluating processes. Acts as the branches' primary operation contact providing daily support to branches in problem resolution relative to policies, procedures, compliance, technical and operational issues, as well as business and personal document interpretation.
WMAS Relationship Manager II-III Washington Trust Bank Wealth ManagementWMAS Relationship Manager II-IIISpokane, WA$81,260–$121,890 / yearp>Responsible for understanding all banking and financial needs of relationship clients including all products and services offered by the Bank (Commercial, Investments, International Banking, Private Banking, Real Estate, Cash Management, etc). As a member of the Wealth Management and Advisory Services (WMAS) Division, serves as a proactive, client-focused trusted financial partner to clients through a seamless delivery of investment, trust, and fiduciary services.
Care Manager - In Home Care HomeWell Care Services ID327Care Manager - In Home CareCoeur d'Alene, IdahoEach care plan shall include:Client’s functional limitations; Nutritional needs and food allergies for meal preparation; Home medical equipment and supplies relevant to the care plan; Type and schedule of services to be provided, including frequency; Non-medical tasks requested. Provide caregiver introduction for first scheduled shift; review care plan with client and caregiver and set expectations for service delivery; ensure client in-home binder with a printed copy of the care plan is easily accessible in the client’s residence.
Assurance Senior Manager BDO USA PCAssurance Senior ManagerSpokane, WA$150,000–$205,000 / yearp>Job Summary: The Assurance Senior Manager is responsible for developing suggestions to improve client internal controls and accounting procedures as well as advising the client on various economic and regulatory risks in a specific industry field of expertise by identifying financial and non-financial performance measures, formulating and communicating the audit plan, answering complex questions involving GAAP and GAAS and composing technical consultation memos on engagements related to GAAP / GAAS issues. In this role, the Assurance Senior Manager is charged with marketing, networking, and business development within an area of expertise while maintaining key client relationships and acting as the primary contact for clients regarding complex questions and information.