Employment type:

• Full time 

What you'll be working on:

• Managing a patient panel with a broad array of patient needs; conducting a mix of acute, chronic, and well visits
• Treating patients in-office or in testing centers as well as conducting occasional tele-health visits
• Continuous learning during weekly Clinical Rounds and through other modalities
• Ongoing collaboration with in-office teammates via daily huddles, as well as with virtual clinical teams 
• Utilization of your specific clinical training and opportunities to perform in-office procedures 
• Supervising one or more NP or PA colleagues
• Willing to obtain additional state licensure and credentialing for One Medical virtual primary care in additional states

Education, licenses, and experiences required for this role:

• Enrolled in, or have completed, an accredited Family Medicine residency program
• Practiced at least 2 of the last 5 years in an outpatient primary care setting
• Board Certified in Family Medicine, or Board Eligible with plans to obtain board certification prior to your One Medical start date 
• State licensed in Texas, obtained before your One Medical start date

One Medical providers also demonstrate:

• A passion for human-centered primary care 
• The ability to successfully communicate with and provide care to individuals of all backgrounds   
• The ability to effectively use technology to deliver high quality care
• Clinical proficiency in evidence-based primary care
• The desire to be an integral part of a team dedicated to changing healthcare delivery
• An openness to feedback and reflection to gain productive insight into strengths and weaknesses
• The ability to confidently navigate uncertain situations with both patients and colleagues
• Readiness to adapt personal and interpersonal behavior to meet the needs of our patients

This is a full-time role based in Forth Worth, TX.

Relocation assistance may be available for this role.

ESSENTIAL JOB RESPONSIBILITIES: include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Collaborates effectively with service teams to develop and maintain Claim service standards for clients
• Maintains a proactive approach focusing on claim resolutions and strategies for assigned matters
• Advocates for the timely, optimal resolution of claim matters for our clients
• Communicates pertinent claim information timely to internal and external clients
• Maintains strong relationships with internal and external clients
• Subject matter expertise in Personal lines of coverage (e.g. Personal Auto, Homeowners)
• Communicates effectively with other departments and peers to support initiatives across the enterprise
• Provides direction and oversight to Claim Advocates in the management and advocacy of claims on behalf of clients
• Responsibility for the management of associates including performance review, hiring and placement, resolving customer complaints, and salary and budget planning
• Encourages development opportunities for staff by setting performance goals that align with organizational goals and providing performance feedback
• Reviews and assigns matter advocacy and accounts to appropriate staff to ensure balanced workloads and optimal outcomes
• Leads and contributes to Claim Projects, and other tasks as assigned
• Demonstrates superior technical insurance and business acumen
• Demonstrates exceptional leadership characteristics
• Attends insurance related seminars including but not limited to continuing education classes

REQUIRED EXPERIENCE AND SKILLS:  include but are not limited to:

• 5-10 years of prior Personal Lines Claim experience
• 3+ years of prior supervisory or leadership experience
• Bachelor’s degree or work experience equivalent to a college degree
• Systems skills – Applied Epic, Carrier websites
• Experience with MS Office products (specifically PowerPoint, Outlook, Word, and Excel)
• Exceptional technical skill and knowledge of coverage and claims handling
• Excellent communication and negotiation skills
• Required: strong mathematical and reasoning skills
• Ability to discuss and solve claim problems with clients and insurance carriers

 #LI-JS1

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates

Client service

• Maintains regular, professional contact to create and foster relationships with client representatives
• Researches and resolves issues and requests in a timely manner, including issues requiring direct interactions
• Answers questions related to benefits program
• Conducts reviews and works to provide guidance on compliance related matters

Client meetings

• Assists in and prepares materials and collateral for meetings and discussions
• Actively participates in discussions
• Records and reports meeting discussion and action items
• Carrier and vendor management
• Oversees new vendor/carrier implementations
• Reviews carrier, vendor, and plan documents and contracts
• Maintains regular contact with carrier and vendor representatives to ensure client advocacy and that issues are being resolved in a timely manner

Communication and education

• Works with clients to develop short and long-term employee communication objectives
• Creates member facing collateral pieces to promote and clarify benefit program features
• Leads in person, virtual, and telephonic sessions to provide information and plan details to participants
• Uses regular interactions to update clients on carrier and vendor partner features and services

Internal partnerships

• Actively participates and contributes to client service team operations
• Effectively communicates client updates to appropriate team members
• Assists with other team duties as needed – i.e., position vacancy, cover personal time off, etc.

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• Attains and maintains state life and health license in accordance with IMA standards
• Bachelor’s degree in relevant field or equivalent job experience
• 4 or more years of relevant experience
• Intermediate MS office skills (specifically PowerPoint, Outlook, Word, and Excel)
• Ability to learn and work in agency/client management systems and other related software and technology platforms
• Ability to work independently
• Intermediate interpersonal communication skills – written and oral – with the ability to articulate ideas and information in a clear and concise manner
• Demonstrates critical thinking and problem solving
• Ability to present information in a group setting (in person and virtually)
• Intermediate organizational skills including the ability to manage multiple projects with variable deadlines
• Possesses high degree of diplomacy and tact while maintaining confidentially

#LI-JS1

What You'll Do

Commercial Lines Insurance Account Specialists at IMA are the backbone of a highly collaborate and dynamic service team. 
 
Responsibilities may include but are not limited to: 
•    Supports and demonstrates IMA’s core values.
•    Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
•    Provides support to the Account Manager & Account Executive on large and complex client accounts by preparing coverage comparisons, submissions, premium & rate comparisons, processes audits on expired and/or non-renewed policies and other special requests.
•    Interact with clients (written or verbal) regarding special program needs and new assignments.
•    Understand and deliver on unique client expectations within book of business.
•    Temporarily back up AM as needed. Clients should not feel a gap in service knowledge.
•    Ability to problem-solve and suggest proactive solutions to AM and AE.
•    Responsible for loss analysis and loss specific tasks related to invoicing, trending, tracking and reconciliation.
•    Responsible for assigned special client needs i.e. allocation spreadsheets (monthly, quarterly, annually or as requested) whether specific line of coverage or all lines of coverage based on entities, locations or ownership of property.
•    Utilizes the AMS to keep detailed information on accounts (uploading policies, inputting large schedules, driver lists, etc.)
•    Controls industry specific reporting (well reporting, builder's risk, etc.)
•    Reviews certificate of insurance requests & provides direction to COE related to invoicing allocations, surplus lines, policy processing, master COIs, and client specific instructions for customized Auto ID cards, billings, etc.
•    Other general tasks include endorsement processing & billing, reviewing notice of cancellations, analysis of loss data within Experience Mods, deductible analysis and participation in internal review meetings and other meetings as requested.
•    Ability to work independently, lead project special assignments.
•    Supports as needed in special client projects

You Should Have

• Applicable experience required with Construction experience preferred
• Property & Casualty license strongly preferred; candidates must obtain within 90 days if not currently licensed
• Attention to detail & ability to work within AMS and maintain data completeness standards
• Project / time management skills to manage multiple priorities and to keep processes moving from start to finish
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel)
• Limited travel required (less than 10%)

#LI-TC1

Job Profile Summary

The Man Group tax department is hiring to support Man's growing US business, and to serve as a key source of US tax technical knowledge. The role will primarily focus on the delivery of tax compliance and tax accounting requirements for Man's US business, and developing and maintaining processes necessary for these.  The candidate will work directly with the Group's outsourced service providers and with stakeholders across the business. Due to the diverse nature of the business, and the integrated nature of the Man tax department, the role will provide opportunities to work on advisory projects and to gain exposure to different tax regimes and the tax affairs of Man's investment products.

Primary Responsibilities

• Managing external service providers responsible for Man’s US federal/state/local tax compliance and reporting. Candidate will be responsible for ensuring timely preparation of deliverables, reviewing for accuracy, supporting internal stakeholders to provide any information required by service providers, and assisting in maintaining relationships with those service providers.
• Ownership of any US tax reporting performed in house by the Man tax department, including calculating/ensuring accuracy of any necessary tax payments.
• Working with stakeholders across Man to develop, document, and maintain processes for generate information necessary for tax reporting, and to control tax risk. Candidate will be expected to help drive change and innovation by utilizing AI and other tools, with an emphasis on automation and information standardization.
• Managing strategic tax projects, and keeping senior stakeholders informed of proposed and actual changes in tax law/practice relevant to Man’s US business.
• Forecasting US tax liabilities and tax cash flows for entities within Man’s US business.
• Supporting the preparation of current and deferred income tax provisions under ASC 740 and IAS 12, and interacting with auditors as necessary.
• Providing critical support and technical expertise to internal and external stakeholders on all topics relating to US tax (including personal/employment taxation, state sales and use taxes, other taxes assessed by states and localities), including supporting colleagues across the broader Man tax team (including, as required, Man’s product tax team).
• Managing communication with US tax authorities, drafting responses to correspondence and working with relevant stakeholders to resolve controversies.

Core Competencies

• A strong understanding of US federal tax law, and a good appreciation of the broader US federal, state and local tax implications for a large, complex, foreign owned financial services business.
• A strong understanding of international topics in US federal taxation (e.g. BEAT, CFCs/PFICs, GILTI, ECI, withholding taxes, transfer pricing), familiarly with the US model income tax treaty and its practical application, and the ways in which US tax systems interact with their non-US counterparts.
• Experience preparing federal business tax returns (e.g. 1120, 1065) and accompanying forms/schedules, and their state equivalents.
• A strong understanding of ASC 740 and accounting for income taxes. Experience with IAS 12/IFRS preferred.
• The ability to independently research complex tax issues and effectively communicate key points to non-subject matter experts.
• Experience of tax process improvement and project management.
• Familiarity with the asset management industry and alternative investments, the ways in which an asset manager and its owners are compensated, and the tax implications thereof, is a strong plus.
• Strong written and verbal communication skills, with the ability to tailor messages to the needs of specific stakeholders.
• The ability to both work independently and with a wide range of stakeholders, as necessary.

About Man US Direct Lending

Man US Direct Lending is a private credit manager, specializing in directly-originated, secured senior and unitranche loans to performing, private equity sponsor-backed U.S. middle market companies.

Man US Direct Lending’s middle market direct lending investment objective is to generate current income with a focus on capital preservation. Man US Direct Lending offers a complete financing solutions product suite to middle market businesses with EBITDA generally between $10 million and $75 million. From inception to September 30, 2025, MDL has invested and managed capital (including co-investments) of over $33 billion in performing, senior secured loan investments across more than 355 borrowers.

Man US Direct Lending has built its platform with a senior management team that has extensive experience investing across the capital structure. Man US Direct Lending’s senior management team shares a common investment philosophy built on a framework of assessing companies with disciplined, fundamentals-based credit analysis. As of September 30, 2025, MDL had 78 employees, 45 of whom are dedicated investment professionals, with three primary offices located in New York, New York, Fort Worth, Texas, and Chicago, Illinois. The Firm also has offices in Wellesley, MA and in San Francisco, CA.

Purpose of the Role

Fund Accounting team at Man US Direct Lending is responsible for financial reporting, audit, and tax compliance for its funds and other investment structures.

The Fund Accounting team is seeking to add to its growing team an Associate role that will be focused on financial reporting and audit. The Associate will spend significant time with finance, and operations teams. The ideal candidate has a strong sense of ownership, is proactive, and is able to work on multiple projects at one time, employing a range of skillsets.

The Associate will report to Parmeet Jangi, Vice President.

Specific Responsibilities

• Managing the monthly, quarterly, and annual Fund financial statement closing process
• Primary review of the Fund quarterly and annual financial statements
• Primary review of monthly and quarterly compliance report to the Funds’ lenders
• Primary review of Fund tax returns and K-1s
• Assisting and coordinating Fund audits
• Assisting in the preparation of quarterly income and annual operating budget projections
• Managing investor capital calls and distributions process
• Management fee and incentive fee calculations
• Monitoring daily cash management and other liquidity needs
• Managing and supervising third-party administrators and other third-party service providers
• Efficient and effective communication with auditors, portfolio management team and investment team
• Contribute to the development of policies and procedures
• Ad hoc projects as assigned

Key Competencies

• Bachelor’s degree in Accounting
• A minimum of two years of experience within the financial services industry at a public accounting firm or alternative asset manager
• Understanding of and interest in private credit a plus
• Strong Excel skills
• Exceptionally detail oriented and has ability to multi-task
• Effective communicator and able to write clearly and concisely
• Strong interpersonal skills

At IMA, we don’t just hire for today, we hire for the future. The Certificate Technician role is an entry point into a lifelong career, offering structured development, exposure to the insurance business, and clear pathways for advancement. You’ll be introduced to IMA’s culture, clients, and service teams while building the skills needed to move into a service role. If you’re motivated, detail‑oriented, and ready to grow, this role is built for you.

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Is comfortable working in a structured, learning‑focused environment with guidance, coaching, and regular feedback as skills are developed
• Learns how to process certificates of insurance by supporting IMA clients and service teams with certificate requests, rejected certificates, and endorsement questions
• Is trained to review basic contract and certificate requirements to identify coverage needs and compliance, escalating questions as needed
• Gradually builds the skills to process certificates with increasing independence over time
• Assists with special projects and reports as requested
• Assists with renewal processes, as requested
• Maintains accurate account documentation in EPIC, with training and support
• Learns how to identify necessary coverages and limits by reviewing policies and working closely with the Service Team
• Is trained to review insurance policies and accurately represent coverage on certificate templates in alignment with National Certificates Team standards

REQUIRED EXPERIENCE & SKILLS include but are not limited to:

• No prior insurance experience required; training will be provided
• Previous office, administrative, customer service, or detail‑oriented work experience helpful but not required
• 2‑year college degree preferred
• Basic to intermediate skill with MS Office products (Outlook, Word, Excel) preferred
• Comfort learning new computer systems and software (training provided on EPIC, CSR24, and MYCOI)
• Ability to work collaboratively as part of a team
• Strong attention to detail and willingness to learn
• Clear written and verbal communication skills
• Problem solving and critical thinking skills

#LI-AG1

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.  In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

The anticipated posting timeline for this opportunity is 4/28/2026-5/28/2026.

IMA's National Real Estate group is seeking an Account Specialist to join our growing team! This is a great opportunity for anyone to looking begin their career in insurance brokerage by providing support to Account Managers and Account Executives on large and complex construction accounts by preparing coverage comparisons, submissions, premium and rate comparisons, submissions, process audits on expired and non-renewed policies and other special requests.

Responsibilities include, but are not limited to: 

• Interact with clients regarding special program needs and new assignments
• Understand and deliver on unique client expectations within book of business
• Temporarily back up Account Manager as needed
• Problem-solve and suggest proactive solutions to Account Manager and Account Executive 
• Responsible for loss analysis and loss specific tasks related to invoicing, trending, tracking and reconciliation
• Responsible for assigned special client needs i.e. allocation spreadsheets (monthly, quarterly, annually or as requested) whether specific line of coverage or all lines of coverage based on entities, locations or ownership of property
• Utilize the AMS to keep detailed information on accounts (uploading policies, inputting large schedules, driver lists, etc.)
• Control industry specific reporting (well reporting, builder's risk, etc.)
• Review certificate of insurance requests and provide direction to Center of Excellence team related to invoicing allocations, surplus lines, policy processing, master certificates of insurance, and client specific instructions for customized Auto ID cards, billings, etc.
• Endorsement processing and billing, reviewing notice of cancellations, analysis of loss data within Experience Mods, deductible analysis and participation in internal review meetings and other meetings as requested
• Support as needed in special client projects
• Support and demonstrate IMA’s core values
• Value and understand the importance of diversity, equity, and inclusion among all IMA associates

Required skills and experiences:

• 3+ years of applicable experience required
• Achieved general insurance designation. Pursuing other insurance designation - preferred
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel)
• Limited travel required (less than 10%)

The anticipated timeline of this posting is 04/27/2026-05/27/2026.

#LI-AG1

Wound Care Physician – No Call, Zero Overhead

Are you tired of hospital politics, crushing administrative overhead, and shrinking clinical autonomy? Being a physician in Texas right now comes with unique pressures. Between navigating vague legal landscapes, battling insurance companies, and working with short-staffed teams, it’s easy to feel disconnected from why you entered medicine in the first place.

At Skilled Wound Care, we offer a different path. We are a leading national wound care physician group seeking motivated MDs and DOs who want to step off the hospital treadmill, leave the legal and administrative burnout behind, and get back to practicing pure medicine.

As a mobile wound care physician and independent contractor, you will provide critical, hands-on care to a vulnerable geriatric population in nursing facilities. You make the clinical decisions. You manage your outcomes. We handle the rest.

Why Transition to Skilled Wound Care?

• True Autonomy as an Independent Contractor: As a 1099 provider, you are truly your own boss. Enjoy the ultimate freedom, flexibility, and tax advantages of independent practice without the crippling overhead of running a traditional brick-and-mortar clinic.
• Practice Pure Medicine, Free from Politics: Leave the legal ambiguity and hospital micromanagement behind. Your only focus is healing the patient in front of you, utilizing the latest advancements in wound healing.
• Zero Overhead & Uncapped Earning Potential: Escape the financial strain of private practice. We handle the facility contracts and billing. Full-time physicians earn an average starting pay of $220,000 - $250,000 annually, with the potential to earn up to $300,000+ through additional services, performance-based bonuses, and no earning cap.
• Reclaim Your Time (No Call, No Weekends): Stop sacrificing your personal life.There are no nights, no on-call emergencies, and no weekend rounds.
• Say Goodbye to Data-Entry Burnout: We utilize a custom software system specifically designed to drastically reduce physician administrative and documentation time, so you can spend your time treating patients, not screens.

Compensation & Comprehensive Support

We invest heavily in our physicians so you feel confident and supported from day one:

• Pay Structure: Per-patient visit pay, per-procedure pay.
• Bonus Program: Quarterly bonus program with the potential to earn up to 30% extra income.
• Company-Provided Training: Comprehensive wound care training provided, including biannual CME conferences.

Requirements

• Medical degree (MD or DO) from an accredited institution.
• Active, clear, and unrestricted Texas medical license.
• Active and unrestricted DEA license.
• Note: You do not need to have completed a full residency program and do not need to be Board Certified/Eligible to thrive in this role.

A Supportive, Dynamic Environment

Wound care is a rapidly advancing field, and the current energy among our providers is electric. But don't just take our word for it:

"I love the camaraderie and support I receive from my colleagues at Skilled Wound Care. The last team retreat weekend in Miami was a great way to connect and learn from each other, developing greater enjoyment through our evening events." > – Dr. Tim O., former surgery resident and current SWC Physician.

If you are a compassionate, skilled physician ready to make a lasting impact on your community while reclaiming your career and personal life, we encourage you to apply.

Apply Today: Please visit https://www.skilledwoundcare.com/learnmorephysicianapplication to submit your CV and learn more about this exciting opportunity.

"SPH"

We are seeking an Account Manager to join our Property & Casualty Commercial Lines team in Dallas! This person will serve as the day-to-day contact for all client requests within an Energy book of business with direction from the Account Executive and prepares all relevant renewal materials from premium and loss summaries, exposures, coverage comparison, and premium and rate statements. 

What You'll Do

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Serves as the day-to-day contact for all client requests within a book of business (primarily Mid-Market accounts OR Emerging accounts) with direction from the Account Executive and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.)
• Partners with AE on client interactions, negotiations, technical analysis, and program design
• Supports AE with new client onboarding
• Building ability to anticipate problems through client or underwriter communications or industry changes
• Using the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiates with carriers
• Receives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/review
• Receives policies, sends instructions to the applicable COE, and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed
• Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies

You Should Have

• Experience with a diversified client book of business preferred
• Ability to work within AMS and maintain data completeness standards
• Strong organizational skills
• Ability to work independently
• Ability to build underwriter and client relationships
• Ability to delegate to appropriate parties when necessary
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
• Holds or is pursuing general insurance designation (preferred)
• Some travel required (depending on book of business & industry)
• Strong communication skills both written and verbal

#LI-JS1

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Under moderate guidance, receives initial international Employee Benefits and Property & Casualty requests from all IMA market offices; assigns request to appropriate IMA Global team member or internal stakeholder
• Under direct guidance, assists Global AE and Global Practice Lead with marketing and data collection process for new and existing lines of coverage
• Under direct guidance, creates client-facing sales materials and internal training documents and/or presentations
• Assists with scheduling and logistics for training opportunities for all market offices
• Creates comparison spreadsheets for AE and/or Practice Lead to review policy documents for all sold and bound coverages
• Assists with communicating binding instructions for international EB and P&C programs
• Responsibility for EPIC account review and data entry for accounts
• Responsibility for content creation and updates on Global Risk & Benefits SharePoint site
• Responsibility for policy and information entry of reverse flow accounts for partner data systems

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• Required: strong project management skills
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
• Attains and maintains the appropriate insurance agent/broker licensing required in state of domicile
• Limited travel required (less than 10%)
• Associate’s or Bachelor’s degree preferred or equivalent experience

#LI-JS1

The Opportunity:

You will be part of a team that is passionate about developing novel diagnostic tests for the early detection of cancers. As part of the team, you will be in a Company that aims more than to become one of the leaders in the industry. We want to have a huge positive impact on society by achieving the ambitious purpose of “making cancer a curable disease by detecting it earlier”.

How you’ll contribute:

We are seeking an experienced Finance Manager based in the United States to report directly to the CFO and support the financial, legal, and operational needs of our US subsidiary. This role will play a key part in ensuring strong financial governance, compliance, and planning during a critical growth phase for the Company. The Finance Manager will work cross-functionally with internal teams and external advisors, contributing both strategically and hands-on across a wide range of finance-related activities.

What you’ll bring:

• Oversee and coordinate all accounting, tax, and legal compliance matters for the US entity, in collaboration with external advisors.
• Ensure compliance with federal, state, and local tax requirements, including filings, payments, and audits.
• Support budgeting, forecasting, and long-range financial planning processes, working closely with the CFO and business stakeholders.
• Monitor financial performance versus budget and support variance analysis and reporting.
• Assist in cash management activities, including liquidity planning and foreign exchange management between the US and other geographies.
• Support procurement and vendor management activities, including financial evaluation, contract review, and participation in supplier negotiations.
• Contribute to the preparation of financial reports, management presentations, and ad-hoc analyses for internal decision-making.
• Help establish, document, and improve financial processes, controls, and policies to support scale and audit readiness.
• Collaborate with external auditors, tax advisors, banks, and legal counsel as needed.Occasionally, lead day-to-day operational management of assigned clinical studies from start-up through close-out.

Qualifications and Requirements

• 8-10+ years of relevant professional experience in finance, accounting, or related roles, with progressively increasing responsibility.
• Prior experience in a managerial or senior individual contributor role within a fast-growing company, preferably in biotech, life sciences, or another highly regulated industry, with exposure to scaling organizations.
• Experience working with US GAAP and familiarity with international or multi-entity environments is a strong plus.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field (CPA, CFA, or MBA is a plus).

Skills & Competencies

• Strong understanding of accounting principles, financial planning, and corporate finance fundamentals.
• Solid knowledge of US tax and legal compliance frameworks.
• Familiarity with R&D incentives, grants and other related tax credits applications.
• Strong analytical skills with the ability to translate financial data into actionable insights.
• Excellent communication and stakeholder management skills, with the ability to work cross-functionally.
• High level of ownership, autonomy, and attention to detail.
• Ability to operate in a fast-paced, evolving environment with competing priorities.
• Proficiency in Excel and financial systems; experience with oracle-Netsuite ERP and reporting tools is a plus.

What we´ll offer:

We’re proud to offer exceptional corporate benefits which include:

• 22 days of PTO with the possibility to carry over 10 days to the following year. 
• Company Holidays, plus your Birthday off!  
• Company-sponsored benefit plans, including medical, dental, and vision insurance plus life, STD, and LTD coverage, and 401(k). 
• Flexible work schedule  
• And more to come! 

We are seeking a Project Manager to join our Private Equity and M&A team! A focal point of the IMA Next growth strategy is the creation and development of industry vertical and product specialty practice areas.  Within the Private Equity and M&A specialty practice, IMA will align the IMA resources needed to deliver superior services tailored to meet the specific needs of private equity investors and corporate clients contemplating a merger or acquisition. This role leads the due diligence process from initial engagement through deal close, working with various departments across the IMA enterprise to complete and deliver the diligence report. 

Responsibilities include, but are not limited to:

• Support and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Independently access and analyze due diligence data site content: review, download, and organize due diligence matters; and distribute relevant information to internal teams and industry specialists for comprehensive analysis.
• Participate in client presentations and fund stewardship reports with minimal oversight.
• Maintain consistent, high-quality client services according to set expectations.
• With minimal oversight, conduct an overall evaluation of target company’s existing and historical insurance programs to determine adequacy of coverage and identify potential post-close needs.
• With minimal oversight, collaborate with product line specialists to assess transaction-specific exposures, analyze coverage, conduct actuarial assessments of self-funded costs, identify potential uninsured risks.
• Estimate pricing for recommended, transaction-specific, and post-close coverages.
• Evaluate and project estimated annual cost of risk for target-company’s insurance program.
• Work with IMA client advantage partners to identify insurance-related considerations (e.g. Claims, Risk Control, Legal).
• Ensure a smooth and thorough handoff to the IMA service team post-transaction.

Required skills and experiences:

• 5-7 years of professional insurance experience preferred.
• Property & Casualty (P&C) license (must be obtained within the first 3 months of hire).
• Basic understanding of the P&C insurance due diligence process.
• Foundational knowledge of the private equity sector and corporate acquisitions.
• Ability to assess the financial impact of P&C insurance in acquisition scenarios.
• Flexibility and responsiveness to meet the fact-paced demands of the private equity space.
• Some experience working with C-suite executives.
• Strong technical skills to support client service and deliverables.
• Proven ability to build and maintain strong relationships with clients, carriers, and partners.
• Bachelor’s degree required, advanced degree a plus.

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Responsibility for design and implementation of International Programs and CMPs
• Under minimal guidance, prepares and markets global renewal submissions, including gathering information and markets and/or delivers submissions to underwriters
• Coordinates strategy meetings and participates in client account review meetings, marketing meetings, and/or client proposal presentations
• Responsibility for completing the Global Risk Insurance Manuals on specified accounts
• Provides input in the development and implementation of department policies and procedures, as well as operating and strategic plans within area of specialty
• Manages the Global Account Coordinator and/or the Account Manager to input client data in the WBNet3.0 system or other partner systems for select international reverse flow accounts
• Manages Global Account Manager and/or Account Coordinator regarding the account review information and the bind coverage information in conjunction with workflow standards
• Responds to and finalizes RFP requests
• Researches and understands international industry trends, product development, and government regulations globally
• Assists Director of Global Risk & Benefits in training, mentoring of IMA associates, and department projects and initiatives

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• 5 to 10 years of similar or related experience
• Bachelor’s degree preferred or equivalent experience
• Attains and/or maintains professional designation or license: CIC and/or CPCU required
• Preferred: intermediate EPIC Applied Systems experience
• Experience with MS Office products required (specifically Teams, PowerPoint, Outlook, Word and Excel)
• Moderate travel required (25-50%)
• Required: strong written and oral communication skills
• Required: strong analytical and insurance interpretation skills

COMPETENCIES & TRAITS:

• Business Acumen
• Professionalism
• Building relationships
• Problem Solving
• Communicating

#LI-JS1

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• With moderate direction if necessary, responsibility for marketing, negotiations and placements of new and renewal business including:
• preparation of submissions
• market searches
• presentations to underwriters
• communications to service team members including AE/Producers
• analysis of contracts and financial statements as necessary
• preparation of proposals
• Assists Producers/Account Executives in sale of accounts to include possible fact-finding trips to Insured's location, preparation of proposal, and guidance on coverage
• Speaks with customers and internal service teams by phone or in person to coordinate accounts as necessary
• Ongoing servicing of ERS placements throughout the policy term, including addressing coverage questions
• Maintains organized account files with proper documentation, file construction, and integrity as required by IMA standards
• Claims advocacy as needed on non-complex claims
• Reads and understands the basic components of a financial statement
• Reads, understands, and articulates the details of an organizational chart
• Knowledge of the ERS workflows and responsibilities
• Maintains EPIC integrity of data in accordance with workflow

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• 4 to 7 years of experience in Executive Risk or Management Liability preferred
• Bachelor’s degree preferred or equivalent experience
• Technical education development (Management Liability Specific classes, designations, etc.)
• Intermediate Microsoft Office skills required
• Property & Casualty License required
• Written and verbal communication competencies required
• Critical:
• Tracks all tasks to applicable deadlines
• Handles high volume demands accurately with little lead time
• Responds timely and accurately

#LI-JS1

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.  In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

The anticipated posting timeline for this opportunity is 2/13/2026-3/13/2026.

What You'll Do

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Prospects, qualifies, and closes new accounts which meet IMA Select/IMA Private Client criteria to meet annual sales goals 
• Develops and nurtures productive relationships with internal stakeholders, fostering an environment of cooperation and teamwork to drive organizational success.
• Demonstrates a proactive approach to learning and leveraging internal resources and utilizing available tools and platforms to ensure the best possible client experience.
• Demonstrates strong organizational skills to effectively manage tasks, prioritize responsibilities, and meet deadlines, ensuring smooth operations and optimal performance within the team.
• Identifies target industry and/or market segment (small commercial or private client) to focus network building, prospecting and development of specialized knowledge and expertise on common coverage situations and industry trends
• Engages prospects by asking qualifying questions to determine their specific needs and preferences, enabling tailored solutions and fostering productive client relationships
• Proactively identifies and coordinates cross selling opportunities with other sales units at IMA 
• Enters and maintains all required information in Salesforce CRM
• In partnership with an Account Servicing team, maintains client contacts to assure account retention 

You Should Have

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• 4 or more years of sales experience preferred
• Bachelor’s degree preferred
• Must either currently hold or attain Property & Casualty, and/or Personal Lines, Crop licenses for the appropriate state of business and fulfill continuing education requirements to retain licensing
• Track record of exceeding sales expectations demonstrated through documentation, recognition, or through specific examples shared during the interview process 
• Experience in Commercial Insurance and or Personal Insurance preferred but not required, with preference given to expertise in both Small Commercial Property & Casualty and/or Private Client experience.
• Basic experience with MS Office products, specifically PowerPoint, Outlook, Word, and Excel required, intermediate aptitude preferred
• Good written and verbal communication skills
• Must be able to travel to various job sites as required. Must be in good standing with the state motor vehicle division if driving is required for the role. (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions).
• Willingness to come into an IMA office 2-3 x per week

COMPETENCIES & TRAITS:

• Business Acumen
• Self- Direction
• Agility
• Professionalism
• Relationship building
• Time Management
• Manage Client Relationships

#LI-KM1

We will be accepting applications until 4/13/26

• Working closely with engagement managers and partners, you will be the primary lead on tax engagements, including scheduling, staffing, and completing returns; providing the first level of technical review; performing research on various technical matters and managing both internal and client deadline expectations.
• Develop and maintain client relationships and act as the primary client contact to proactively gather tax information, ensure that client emails/questions are responded to in a timely manner, and escalate questions/concerns to the engagement manager or partner.
• Coordinate with our Global Resource Team
• Respond to IRS and state tax notices.
• Supervise, train and mentor Tax Associates and Interns, including acting as a Project Manager to ensure that they can adequately prioritize and complete their assigned work.

• Bachelor’s / Master’s degree in accounting
• CPA eligible
• Active CPA license preferred
• Actively pursuing CPA license is required
• 2-4 years of experience, in federal tax compliance, planning and consulting at a public accounting firm with a focus on tax-exempt and non-profit entities, including Forms 990, 990-EZ, 990-PF, and 990-T
• Solid oral and written communication skills
• Experience with Microsoft Office software suite
• Excellent ability to perform technical tax research, summarize, and communicate findings
• Excellent skills in coaching and developing tax associates and interns
• Desire to give back to your community

Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship.

* * * * *

NOTICE TO 3rd PARTY RECRUITERS

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

ROLE SUMMARY:

The Risk Control Client Experience & Technology Manager is responsible for identifying and implementing operational best practices within the Risk Control Division to ensure a positive “Client Experience”. This will include identifying, developing, deploying and maintaining a variety of software tools accessed by clients and Risk Control teammates. The members of the Risk Control team will also be considered clients, and this position will enhance the performance of the Risk Control Team by automating or offloading administrative tasks from the team in support of the team’s long-term strategic plan.  This person will support Risk Control Team Leaders and Risk Control Industry Leaders to have resources, best practices, and enhance collaboration across all offices to support new business and client retention. Once established, to ensure a current knowledge of the operational demands on Risk Control, this position may also be responsible for approximately a 25% client service workload direct to IMA clients.

Essential job responsibilities include but are not limited to:

• Supports Risk Control Team by responding to client questions on software tools.
• Demonstrates IMA’s core values and values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Support Risk Control Team Leaders and Risk Control Industry Leaders to increase efficiency and margin through centralized access to tools, resources, marketing tools, and success stories.
• Interacts professionally with Risk Control Teammates, Market Leaders, Producers and AEs to aid in client retention and garnering new business.
• Act as a trusted advisor and resource to teams related to gathering, interpreting, and reporting out on data initiatives such as Loss Source Analysis and Safety Perception Surveys.
• Identify, develop, deploy and maintain technology solutions for Risk Control projects and initiatives as prioritized by Risk Control and Shared Services Leadership. (e.g. workload tracking)
• Search out and maintain a vendor list of vetted vendors for internal use and referral to clients.
• Update clients using 3rd party software tools and negotiate renewals based on accurate usage.
• Act as Liaison to outsourced operational partners, (e.g., ResourcePro and Loss Analysis Tools) and provide recommendations related to process improvements.
• Manage operational aspects of 3rd party vendor relationships, including agreements, billing, expense reconciliation, legal review, and vendor setup/termination.
• With minimal guidance, provide leadership to the Project Coordinator and ensure that project visibility is shared with internal customers at least monthly.
• Deliver Risk Control service to assigned external clients to ensure client retention.

Required Experience and Skills: include but are not limited to:

• Five to ten years of similar or related experience.
• Strong project management skills.
• Expert experience with MS Office products required in Excel, PowerBI and other Microsoft Apps and products.
• Knowledge of agency management systems software, preferably Epic.
• Moderate amount of travel required (less than 25%).
• Bachelor’s Degree preferred or equivalent experience.

#LI-JS1

The National Healthcare Practice Leader is responsible for advancing IMA’s national presence, growth, and expertise across the healthcare industry. This leader brings deep technical knowledge of healthcare risk, sophisticated carrier relationships, and a strategic mindset oriented around complex healthcare delivery models and regulatory environments. They serve as a highly visible resource across geographies.

Essential Responsibilities:

Growth, Production & Market Impact

• Drive national new business growth within hospitals, physician groups, senior living, behavioral health, healthcare staffing, managed care organizations, and other care‑delivery sectors.
• Actively support producers on complex healthcare opportunities, including underwriting strategy, program structure, clinical risk insights, and differentiating IMA in competitive RFP environments.
• Provide direct involvement on high‑value pursuits, including large health systems, multi‑state operators, and organizations with sophisticated risk financing needs.
• Participate in internal business reviews, prospect meetings, and client presentations, representing IMA’s national healthcare expertise.
• Bring forward timely insights on healthcare industry trends—such as consolidation, regulatory changes, professional liability climate, staffing challenges, and reimbursement pressures—and apply them to client strategy.

Healthcare Specialty Strategy & National Alignment

• Develop and execute the national strategic plan for the Healthcare & Social Services Practice, ensuring alignment with IMA’s enterprise goals.
• Align service standards, technical expectations, and client delivery models across all IMA markets to ensure consistency for healthcare clients nationwide.
• Identify emerging risks (e.g., cyber, EPL, medical professional liability, managed‑care E&O, regulatory fines/penalties) and build practice capabilities to address them.
• Represent IMA in healthcare associations, national groups, and specialty forums involving hospital leadership, senior living executives, physician enterprise leaders, and nonprofit providers.

Carrier and Market Relationships

• Build and maintain deep relationships with healthcare‑specialized carriers—particularly medical professional liability carriers, alternative risk partners, programs/MGUs, and managed‑care insurers.
• Lead national carrier strategy for healthcare placements, program design, alternative risk financing, and market‑facing positioning.
• Collaborate with key carrier partners to develop innovative solutions in response to industry shifts such as staffing shortages, litigation trends, senior living acuity levels, or physician practice consolidation.
• Facilitate carrier engagement to bring new programs, benchmarking data, and thought leadership to IMA’s clients and internal teams.

Talent Development & Team Leadership

• Mentor and develop healthcare‑specialized talent across production, account management, analytics, and claims—ensuring deep vertical expertise throughout the practice.
• Oversee healthcare‑specific training programs, including MPL fundamentals, loss‑sensitive program structures, captive and RRG strategies, regulatory compliance exposures, and post‑acute risk trends.
• Partner with Market Presidents on specialty‑focused hiring, promotions, and team alignment.
• Build a sustainable national bench of healthcare experts and maintain a succession plan for healthcare leadership roles.

Collaboration & Internal Integration

• Coordinate closely with Market Presidents, Commercial Lines Leaders, producers, claims teams, and analytics resources to ensure seamless delivery for healthcare clients
• Lead national healthcare practice calls and cross‑market collaboration, uniting healthcare experts across IMA’s footprint.
• Promote knowledge sharing, including emerging case law, medical professional trends, carrier appetite changes, and risk‑management best practices.
• Partner with Marketing to elevate IMA’s brand in the healthcare space through conferences, association involvement, and thought leadership.
• Identify and support M&A opportunities that expand IMA’s healthcare capabilities or geographic reach.

Required Experience & Skills

• Extensive healthcare‑related brokerage, underwriting, or risk‑management experience, with deep technical mastery of healthcare exposures.
• Strong knowledge across key healthcare verticals such as hospitals, senior living, behavioral health, physician groups, ambulatory surgery centers, managed care organizations, and social services.
• Demonstrated excellence in developing and maintaining senior‑level relationships with healthcare executives, carrier leaders, and strategic partners.
• Proven ability to lead national pursuits, design complex insurance programs, and support sales initiatives.
• Experience managing or advising on large healthcare books of business, including loss‑sensitive and alternative risk structures.

#LI-JS1

About Diana Health

Diana Health is a network of modern women’s health practices working in partnership with hospitals to reimagine the maternity and women’s healthcare experience. We are restructuring the traditional approach to care to create an experience that is good for patients and good for providers. We do that by combining a tech-enabled, wellness-focused care program that women love with a clinical system that helps us drive continuous quality improvement and ensure work-life balance for our care team. We work with clients across all life stages to empower and support them to live happier, healthier, more fulfilling lives. With strong collaborative care teams; passionate administrators and a significant investment in operational support, Diana Health providers are well-supported to bring their very best to the work they love.

We know that it is our teams that make us special, and we are committed to creating a supportive work environment. Our teams are rigorous and data-driven and drawn together by a relentless commitment to improving outcomes. We value real talk, accountability, empathy, and humor. You will be joining a collaborative environment dedicated to providing excellent patient care & committed to ensuring providers have work-life balance.

We are looking for an Obstetrician/Gynecologist interested in joining a dynamic and growing new practice in Fort Worth, Texas!

Program attributes:

• Full-scope outpatient obstetrical and gynecological care, with multiple venues for gynecological surgery
• Friendly, collaborative environment dedicated to excellent patient care & committed to ensuring providers have work-life balance
• More days off than a typical practice and manageable call shifts, with the OB/GYN team providing back-up call coverage for CNM hospitalists with PRN pool to fill in for team vacations and extended leaves
• Comprehensive care team to support you and your patients (including LCSWs, lactation, education and other specialists)
• Innovative and integrated tech platforms to drive patient engagement and to create efficiency for providers
• Continuing Education incorporated into Diana Health program plus an allowance for medical conferences
• Supported by a national practice network helping to grow your practice; streamline operations; and support continuous quality improvement efforts

Responsibilities:

• Provide patient-centered, full-scope outpatient OB/GYN care to women across the lifespan, 
• Perform gynecological surgery in the office and at our partner hospital facilities  
• Manage an agreed number of 24-hr call shifts as part of Diana Health’s laborist service, serving as back up to Diana Health’s team of Certified Nurse Midwives and managing all gynecological emergencies.  
• Diana health CNMS are in-house at the hospital 24x7
• You must be within 30 mins of the hospital at all times during a call shift and within 15 mins when notified that birth is imminent. 
• Collaborate and consult with other care team members, co-managing individual cases as needed, and working together to ensure exceptional patient care across the practice
• Ensure strong communication and coordinate with other clinical and non-clinical team members to ensure a strong patient experience and productive work environment
• Complete all required documentation accurately, timely and thoroughly, including finalizing notes and managing patient inbox in a timely fashion
• Participate in Diana Health’s Continuous Quality Improvement program 

Qualifications

• Board certified or eligible in obstetrics/ gynecology
• At least one year of experience is preferred
• Ability to work effectively as part of a collaborative OB/CNM practice with strong communication and interpersonal skills
• Patient-centered - valuing patient preferences/choice, shared decision making, and a holistic approach to care
• Active DEA license
• Licensed to practice in TX

Fort Worth Community

• Centrally located between Dallas and Fort Worth with easy access to both metro areas
• Affordable housing and no state income tax
• Home to major attractions including AT&T Stadium, Globe Life Field, and Six Flags
• Strong school systems and family-friendly communities
• Thriving job market with growing healthcare, education, and business sectors

Benefits

• Competitive compensation
• Medical, dental & vision plans, with an HSA/FSA option
• 401(k) with employer match
• Paid time off
• Paid parental leave 

Diana Health Culture

• Having a growth mindset and striving for continuous learning and improvement
• Positive, can do / how can I help attitude
• Empathy for our team and our clients
• Taking ownership and driving to results
• Being scrappy and resourceful

Full-Time Medical Director of Obstetrician/Gynecologist in Fort Worth, Texas

About Diana Health

 Diana Health is a network of modern women’s health practices working in partnership with hospitals to reimagine the maternity and women’s healthcare experience. We are restructuring the traditional approach to care to create an experience that is good for patients and good for providers. We do that by combining a tech-enabled, wellness-focused care program that women love with a clinical system that helps us drive continuous quality improvement and ensure work-life balance for our care team. We work with clients across all life stages to empower and support them to live happier, healthier, more fulfilling lives. With strong collaborative care teams; passionate administrators and a significant investment in operational support, Diana Health providers are well-supported to bring their very best to the work they love.

We know that it is our teams that make us special, and we are committed to creating a supportive work environment. Our teams are rigorous and data-driven and drawn together by a relentless commitment to improving outcomes. We value real talk, accountability, empathy, and humor. You will be joining a collaborative environment dedicated to providing excellent patient care & committed to ensuring providers have work-life balance.

We are looking for an Obstetrician/Gynecologist Medical Director interested in joining a dynamic and growing practice!

Program attributes:

• Full-scope outpatient obstetrical and gynecological care, with multiple venues for gynecological surgery
• Friendly, collaborative environment dedicated to excellent patient care & committed to ensuring providers have work-life balance
• More days off than a typical practice and manageable call shifts, with the OB/GYN team providing back-up call coverage for CNM hospitalists with PRN pool to fill in for team vacations and extended leaves
• Comprehensive care team to support you and your patients (including LCSWs, lactation, education and other specialists)
• Innovative and integrated tech platforms to drive patient engagement and to create efficiency for providers
• Continuing Education incorporated into Diana Health program plus an allowance for medical conferences
• Supported by a national practice network helping to grow your practice; streamline operations; and support continuous quality improvement efforts

Responsibilities: 

• Provide full-scope, patient-centered outpatient OB/GYN care across the lifespan, including office-based and hospital-based gynecologic procedures and surgeries.
• Serve as Medical Director, providing clinical leadership and oversight within Diana Health’s integrated, team-based care model.
• Support Certified Nurse Midwives as needed, serving as physician backup within a midwife-led model and co-managing cases to ensure safe, evidence-based care.
• Develop, implement, and annually review clinical policies, protocols, and patient education materials in alignment with best practices and regulatory requirements.
• Partner with Practice leadership on clinical operations, including admission, transfer, discharge, and emergency care processes.
• Participate in regulatory compliance, accreditation activities, and surveys.
• Engage in Diana Health’s Continuous Quality Improvement program to advance quality, safety, and patient experience.
• Provide and support clinical education, in-service training, and professional development to promote consistent, high-quality care.
• Collaborate with clinical and non-clinical teams to ensure effective communication, coordinated care, and a positive work environment.
• Build and maintain relationships with hospital partners and community organizations to support continuity of care.
• Participate in an agreed number of 24-hour call shifts as part of the laborist service, serving as backup to in-house CNMs and managing obstetric and gynecologic emergencies.
• Meet call-coverage requirements, including proximity to the hospital during call shifts and rapid response when birth is imminent.
• Ensure timely, accurate clinical documentation and patient communications.
• Provide hours of service consistent with Practice needs.

Qualifications

• Board certified or eligible in obstetrics / gynecology
• At least 5 years of experience is preferred
• Demonstrated leadership experience required
• Trained in robotics
• Ability to work effectively as part of a collaborative OB/CNM practice with strong communication and interpersonal skills
• Patient-centered, valuing patient preferences/choice, shared decision-making, and a holistic approach to care
• Active DEA license
• Licensed to practice in Texas upon start date

Fort Worth Community

• Centrally located between Dallas and Fort Worth with easy access to both metro areas
• Affordable housing and no state income tax
• Home to major attractions including AT&T Stadium, Globe Life Field, and Six Flags
• Strong school systems and family-friendly communities
• Thriving job market with growing healthcare, education, and business sectors

Benefits

• Competitive compensation
• Medical, dental & vision plans, with an HSA/FSA option
• 401(k) with employer match
• Paid time off
• Paid parental leave 

Diana Health Culture

• Having a growth mindset and striving for continuous learning and improvement
• Positive, can do / how can I help attitude
• Empathy for our team and our clients
• Taking ownership and driving to results
• Being scrappy and resourceful

Position Summary:

Key Skills and Qualities for Success:

• Assisting in the management of sales and use tax audits, including gathering documentation, responding to auditor inquiries, and negotiating settlements.
• Conducting research on complex sales and use tax issues and providing guidance on tax implications to clients.
• Handling the preparation and filing of sales and use tax returns for multiple jurisdictions.
• Monitoring changes in tax legislation and staying informed on current market trends to uphold your reputation as a reliable advisor.
• Understanding clients' business activities and fostering strong relationships to provide personalized advice tailored to their unique needs.

To be considered for the position, you must have:

• Bachelor’s degree in Accounting, Finance, Economics, or a related field.
• 2-4 years of experience in sales and use tax, preferably including a senior role.
• In-depth knowledge of state and local sales and use tax regulations.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficient in Excel.
• Proficient in tax research tools.

Preferred, but not required, skills and achievements:

• An achieved or partially achieved CPA or CMI qualification or the ability to sit for the bar, or actively working toward one of the three.
• Proficiency in Alteryx, Power BI, and/or other data manipulation and transformation software.

Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship.

* * * * *

NOTICE TO 3rd PARTY RECRUITERS

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

The Role:

Your primary responsibility will be valuing real estate properties and building evidence to defend your constructed valuation, then discussing with government tax assessors. This role spans, sales, marketing, business development, and operations. At Ownwell, you will have the opportunity to wear many hats and learn an exorbitant amount. This role is a contract position during the duration of the tax season.

Responsibilities:

• Conducts informal appraisals, examining and evaluating residential and commercial properties, to establish market values.
• Responsible for the aggregation, analysis, interpretation, and reporting of complex appraisal-related market data through internal and outside sources
• Completes formal property tax appeal rebuttals
• Reviews the comparative market analysis reports and make valuation judgments
• Discuss and defend valuations
• Maintain knowledge of localized real estate markets, property tax trends, zoning laws, and appraisal theory.
• Maintain familiarity with necessary data sources

Requirements:

• Education preferably in related subjects such as Economics, Finance, Mathematics, Business or Real Estate
• 3+ years of professional experience in real estate, market research, or related field
• Strong analytical, writing, and communication skills
• Strong organizational and multi-tasking skills

The Tax Manager/Senior Manager is responsible for all phases of client engagements including primary client relationship maintenance, highly proactive management of tax compliance, tax advisory services, and developing and coaching professional staff. The Tax Manager/Senior Manager is expected to deliver exceptional client service, develop and maintain strong client relationships, participate in the firm’s practice development efforts by assisting with attracting and serving new clients, expand services to existing clients, and help recruit and retain additional team members. Candidates need to understand and manage firm risk on tax services performed, review various types of complex tax returns, continuously grow their technical knowledge, and deliver value-added tax planning ideas to clients.

Seeking Candidates with expertise in the areas listed below:

• Oil & Gas (O&G) federal and state income tax experience commensurate with Tax Manager or above technical skills
• Thorough working knowledge working with and advising on intangible drilling costs (IDC), cost depletion, percentage depletion, separate property elections, plug and abandonment (P&A), and other related matters
• Experience providing technical tax advice related to like-kind exchanges for O&G properties
• Experience working with both partnership and corporate O&G legal entities

Requirements:

• Minimum of 5 years of relevant tax experience including technical tax consulting, research, and implementation of planning strategies.
• Minimum of 2 years of experience supervising multiple direct reports and reviewing their work product.
• Bachelor’s or Master’s degree in accounting.
• Active CPA license.
• Strong project management, organizational, and time management skills.
• Excellent verbal and written communication skills.
• This Tax Manager or Senior Manager role will also provide client facing services to non/O&G clients in various industries

Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship.

* * * * *

NOTICE TO 3rd PARTY RECRUITERS

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

The Tax Manager/Senior Manager is responsible for all phases of client engagements including primary client relationship maintenance, highly proactive management of tax compliance, tax advisory services, and developing and coaching professional staff. The Tax Manager/Senior Manager is expected to deliver exceptional client service, develop and maintain strong client relationships, participate in the firm’s practice development efforts by assisting with attracting and serving new clients, expand services to existing clients, and help recruit and retain additional team members. Candidates need to understand and manage firm risk on tax services performed, review various types of complex tax returns, continuously grow their technical knowledge, and deliver value-added tax planning ideas to clients.

Seeking Candidates with expertise in the areas listed below:

• High net worth individuals, their personal tax returns, trust returns, and gift & estate planning
• Privately held businesses, including partnerships, S Corporations, and/or C Corporations
• Private equity backed portfolio companies

Requirements:

• Minimum of 5 years of relevant tax experience including technical tax consulting, research, and implementation of planning strategies.
• Minimum of 2 years of experience supervising multiple direct reports and reviewing their work product.
• Bachelor’s or Master’s degree in accounting.
• Active CPA license.
• Strong project management, organizational, and time management skills.
• Excellent verbal and written communication skills.

Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship.

* * * * *

NOTICE TO 3rd PARTY RECRUITERS

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

The Tax Senior Associate plays a critical role on the engagement team that is both internal and client facing. We foster a culture of excellence that emphasizes collaboration, innovation, entrepreneurial thinking, and exceptional client service. The successful candidate will thrive in an environment that is focused on growth and that offers significant opportunity for leadership development and career advancement.

As a Tax Senior Associate, you will be responsible for the following:

• Working closely with engagement managers and partners, you will be the primary lead on tax engagements, including scheduling, staffing, and completing returns; providing the first level of technical review; performing research on various technical matters and managing both internal and client deadline expectations.
• Develop and maintain client relationships and act as the primary client contact to proactively gather tax information, ensure that client emails / questions are responded to in a timely manner, identify tax planning opportunities, and escalate questions/concerns  to the engagement manager or partner.
• Ensure that quarterly estimates and year end projections are prepared and reviewed.
• Respond to IRS and state tax notices.
• Supervise, train and mentor Tax Associates and Interns, including acting as a Project Manager to ensure that they can adequately prioritize and complete their assigned work.

Requirements:

• Bachelor’s / Master’s degree in accounting
• CPA eligible
• Active CPA license preferred
• Actively pursuing CPA license is required
• 2-3 years or more of experience, preferably in public accounting
• Proficient in partnership, S corporation, C corporation, and / or individual taxation
• Solid oral and written communication skills
• Experience with Microsoft Office software suite
• Excellent ability to perform technical tax research, summarize, and communicate findings
• Excellent skills in coaching and developing tax associates and interns
• Desire to give back to your community

Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship.

* * * * *

NOTICE TO 3rd PARTY RECRUITERS

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.