Tax Specialist Jobs in Wisconsin.
All active Tax Specialist roles based in Wisconsin.
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Who We Are
Verkada is transforming how organizations protect their people and places with an integrated, AI-powered platform. A leader in cloud physical security, Verkada helps organizations strengthen safety and efficiency through one connected software platform that includes solutions for video security, access control, air quality sensors, alarms, intercoms, and visitor management.
Over 30,000 organizations worldwide, including more than 100+ companies in the Fortune 500, trust Verkada as their physical security layer for easier management, intelligent control, and scalable deployments. Founded in 2016, Verkada has expanded rapidly with 15 offices and 2,200+ full-time employees.
About the Role
As a Channel Sales Manager, you'll be pivotal in scaling Verkada's reach and impact by developing and managing a network of high-performing reseller partners. You'll be responsible for driving net new business through the channel—building pipeline and executing strategic plans that result in measurable growth.
This individual contributor role requires strategic thinking and hands-on execution as you collaborate across sales, marketing, and partner teams to grow Verkada’s presence in Wisconsin and Iowa.
What You’ll Do
You’ll be at the heart of Verkada’s mission, working hand-in-hand with our sales teams to drive growth and success with channel partners. You’ll be responsible for building pipeline and generating net new business through reseller partners while executing a best-in-class channel strategy. Here’s what you’ll own:
- Drive Net New Pipeline: Proactively identify and generate pipeline with net new end-user customers through strategic reseller partners. Collaborate closely with field sales teams to co-sell and close high-value opportunities.
- Execute Regional Channel Strategy: Develop and manage a focused partner business plan for your territory that aligns with Verkada’s overall GTM objectives and quarterly sales targets.
- Empower Our Partners: Train and enable partner executives, sales teams, and technical stakeholders on Verkada’s full product portfolio, programs, and campaigns to ensure deep engagement and capability across all levels.
- Collaborate Cross-Functionally: Work closely with Verkada’s internal sales, marketing, and pre-sales teams to drive joint activities, including partner events, demand generation campaigns, and customer-facing initiatives.
- Lead with Insight: Conduct regular QBRs and ad-hoc business reviews with partners to align on priorities, track performance, celebrate wins, and identify opportunities for improvement.
- Strengthen the Channel Ecosystem: Influence partner sales teams to prioritize Verkada in key deals and business planning efforts. Leverage insights from the field to recommend improvements to Verkada’s channel tools, incentives, and partner program offerings.
- Drive Awareness and Demand: Lead and participate in regional in-person and virtual events to grow Verkada’s brand awareness, build community, and strengthen relationships with key partner contacts and stakeholders.
- Operate Strategically and Tactically: Own the full lifecycle of partner engagement in your region—from onboarding and enablement to pipeline development and revenue realization.
- This role requires regular travel, estimated to be more than 50% of the time, including both domestic and international destinations as needed. The successful candidate must be comfortable with frequent travel to support business operations, customer and partner engagements and team collaboration.
What You Bring
- Experience & Success: 4+ years of channel sales or partner management experience with a strong track record of building new business via Security Integrators or IT VAR partners. Recognition, such as President’s Club, is a plus.
- Strategic & Creative Thinking: A process-driven approach, complemented by innovative thinking to create scalable, partner-focused initiatives.
- Relationship-Builder: Ability to influence and engage across all levels—from partner sales reps to executive leadership.
- Technical Fluency: Comfortable navigating product discussions and sales operations. Proficiency in Salesforce, Excel, and business intelligence tools.
- Clear Communicator: Strong verbal and written communication skills with sharp attention to detail and a professional presence.
- Local to Wisconsin or Iowa: Open to 50% travel across Wisconsin and Iowa.
US Employee Benefits
Verkada is committed to fostering a workplace environment that prioritizes the holistic health and wellbeing of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:
- Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan and 80% for family premiums under all plans
- Nationwide medical, vision and dental coverage
- Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax saving options
- Expanded mental health support
- Paid parental leave policy & fertility benefits
- Time off to relax and recharge through our paid holidays, firmwide extended holidays, flexible PTO and personal sick time
- Professional development stipend
- Wellness/fitness benefits
- Healthy lunches provided daily
- Commuter benefits
Additional Information
- You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time.
Annual Pay Range
At Verkada, we want to attract and retain the best employees, and compensate them in a way that appropriately and fairly values their individual contribution to the company. With that in mind, we carefully consider a number of factors to determine the appropriate starting pay for an employee, including their primary work location and an assessment of a candidate's skills and experience, as well as market demands and internal parity. A Verkada employee may be eligible for additional forms of compensation, depending on their role, including sales incentives, discretionary bonuses, and/or equity in the company in the form of restricted stock units (RSUs)
Below is the annual on-target earnings (OTE) range for full-time employees for this position, comprised of base compensation and commissions (if applicable).
Verkada Is An Equal Opportunity Employer
As an equal opportunity employer, Verkada is committed to providing employment opportunities to all individuals. All applicants for positions at Verkada will be treated without regard to race, color, ethnicity, religion, sex, gender, gender identity and expression, sexual orientation, national origin, disability, age, marital status, veteran status, pregnancy, or any other basis prohibited by applicable law.
Your application will be handled in accordance with our Candidate Privacy Policy.
Ready to apply?
Apply to Verkada
Enterprise Account Executive (Wisconsin)
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Who We Are
Verkada is transforming how organizations protect their people and places with an integrated, AI-powered platform. A leader in cloud physical security, Verkada helps organizations strengthen safety and efficiency through one connected software platform that includes solutions for video security, access control, air quality sensors, alarms, intercoms, and visitor management.
Over 30,000 organizations worldwide, including more than 100+ companies in the Fortune 500, trust Verkada as their physical security layer for easier management, intelligent control, and scalable deployments. Founded in 2016, Verkada has expanded rapidly with 15 offices and 2,200+ full-time employees.
About the Role
With consistent year-over-year growth, Verkada offers an unparalleled opportunity for sales professionals to join a market leader at an exciting stage. If you are an ambitious "hunter" looking to accelerate your career, you will thrive in our high-velocity, disruptive environment. This is more than a job - it’s a chance to build a legacy within a rapidly scaling startup that is redefining an entire industry.
What You'll Do
- Develop and implement a comprehensive territory plan
- Manage the entire sales process to ensure delivery against key performance metrics and quota, with a strong emphasis on generating net new business sales. This includes prospecting and outreach, providing product demos and trials, and engaging in strategic negotiations with customers and channel partners
- Meet or exceed individual targets and contribute to the overall team and company success. This includes proactively penetrating greenfield accounts and achieving a quarterly quota of at least 2-3 qualified net new logos
- Initiate and manage expansion discussions to drive customer retention. This includes identifying customers’ goals and requirements, including budgetary constraints and key decision makers
- Devise a comprehensive customer acquisition strategy and partner with Verkada’s channel partner sales organization to establish channel partner initiatives that result in a minimum of 5 deal registrations each quarter
- Drive business growth and enhance market presence, and help enterprise organizations modernize their physical security solutions through a combination of customer engagements, marketing campaigns, executive briefings, industry conferences, events, and physical security market knowledge/intelligence
- Gain an in-depth and detailed understanding of Verkada’s business and products, as well as the physical security market to confidently sell to C-level executives within Enterprise organizations
- Create effective presentations and proposals; create urgency to drive deal closure, negotiate pricing, and contractual agreements
- Provide account analysis, conduct quarterly business reviews, and generate accurate revenue forecasts
- This role requires regular travel, estimated to be more than 50% of the time, including both domestic and international destinations as needed. The successful candidate must be comfortable with frequent travel to support business operations, customer and partner engagements, and team collaboration.
What You Bring
- 5-10+ years quota carrying B2B software/hardware technology sales with a focus on building a greenfield territory and landing new business within an Enterprise organization; 3+ years Enterprise sales is highly preferred
- Proven track record of success in a sales-driven organization selling a highly complex technical solution (with the awards and references to prove it)
- Possess a hunter sales mentality with a strong desire to be successful, and have a proven track record of prospecting, closing new logos, and landing major accounts against incumbents
- Willingness to have a strong field presence multiple days per week; Must live in the territory & be willing to travel up to 50%
- A demonstrable track record of success managing longer, complex sales cycles and engaging with all levels from end users to business champions to C-level executives (Experience selling to CIO/CTO/CISO/CFO leaders at Fortune 1000 companies is highly preferred)
- Experience collaborating with internal and external channel partner teams to sell through and with channel partners is a plus
- Proven experience running a process-driven sales cycle
- Relevant software or hardware industry experience in any of the following domains; security software, physical security, or hardware, computer networking and “how the internet works”, subscription, SaaS, or Cloud software is a plus
- Strong knowledge and execution of MEDDIC is highly preferred
- Self-motivated, tenacious, confident, with a willingness to engage in prospecting to maintain individual funnels as expected
- Intellectually curious High IQ, EQ, and self-awareness
- Excellent communication skills (verbal and written) with peers, customers, and partners
- Thrive working in a fast- paced, dynamic environment with a strong sense of urgency
- BS/BA degree strongly preferred
- Must live within Illinois or Wisconsin
Employee Benefits
Verkada is committed to fostering a workplace environment that prioritizes the holistic health and well-being of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:
- Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan, and 80% for family premiums under all plans
- Nationwide medical, vision, and dental coverage
- Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax-saving options
- Expanded mental health support
- Paid parental leave policy & fertility benefits
- Time off to relax and recharge through our paid holidays, firmwide extended holidays, flexible PTO, and personal sick time
- Professional development stipend
- Wellness/fitness benefits
- Healthy lunches provided daily
- Commuter benefits
Additional Information
- You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time.
Annual Pay Range
At Verkada, we want to attract and retain the best employees, and compensate them in a way that appropriately and fairly values their individual contribution to the company. With that in mind, we carefully consider a number of factors to determine the appropriate starting pay for an employee, including their primary work location and an assessment of a candidate's skills and experience, as well as market demands and internal parity. A Verkada employee may be eligible for additional forms of compensation, depending on their role, including sales incentives, discretionary bonuses, and/or equity in the company in the form of restricted stock units (RSUs)
Below is the annual on-target earnings (OTE) range for full-time employees for this position, comprised of base compensation and commissions (if applicable).
Verkada Is An Equal Opportunity Employer
As an equal opportunity employer, Verkada is committed to providing employment opportunities to all individuals. All applicants for positions at Verkada will be treated without regard to race, color, ethnicity, religion, sex, gender, gender identity and expression, sexual orientation, national origin, disability, age, marital status, veteran status, pregnancy, or any other basis prohibited by applicable law.
Your application will be handled in accordance with our Candidate Privacy Policy.
Ready to apply?
Apply to Verkada
Enterprise Account Executive (Illinois)
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Who We Are
Verkada is transforming how organizations protect their people and places with an integrated, AI-powered platform. A leader in cloud physical security, Verkada helps organizations strengthen safety and efficiency through one connected software platform that includes solutions for video security, access control, air quality sensors, alarms, intercoms, and visitor management.
Over 30,000 organizations worldwide, including more than 100+ companies in the Fortune 500, trust Verkada as their physical security layer for easier management, intelligent control, and scalable deployments. Founded in 2016, Verkada has expanded rapidly with 15 offices and 2,200+ full-time employees.
About the Role
With consistent year-over-year growth, Verkada offers an unparalleled opportunity for sales professionals to join a market leader at an exciting stage. If you are an ambitious "hunter" looking to accelerate your career, you will thrive in our high-velocity, disruptive environment. This is more than a job - it’s a chance to build a legacy within a rapidly scaling startup that is redefining an entire industry.
What You'll Do
- Develop and implement a comprehensive territory plan
- Manage the entire sales process to ensure delivery against key performance metrics and quota, with a strong emphasis on generating net new business sales. This includes prospecting and outreach, providing product demos and trials, and engaging in strategic negotiations with customers and channel partners
- Meet or exceed individual targets and contribute to the overall team and company success. This includes proactively penetrating greenfield accounts and achieving a quarterly quota of at least 2-3 qualified net new logos
- Initiate and manage expansion discussions to drive customer retention. This includes identifying customers’ goals and requirements, including budgetary constraints and key decision makers
- Devise a comprehensive customer acquisition strategy and partner with Verkada’s channel partner sales organization to establish channel partner initiatives that result in a minimum of 5 deal registrations each quarter
- Drive business growth and enhance market presence, and help enterprise organizations modernize their physical security solutions through a combination of customer engagements, marketing campaigns, executive briefings, industry conferences, events, and physical security market knowledge/intelligence
- Gain an in-depth and detailed understanding of Verkada’s business and products, as well as the physical security market to confidently sell to C-level executives within Enterprise organizations
- Create effective presentations and proposals; create urgency to drive deal closure, negotiate pricing, and contractual agreements
- Provide account analysis, conduct quarterly business reviews, and generate accurate revenue forecasts
- This role requires regular travel, estimated to be more than 50% of the time, including both domestic and international destinations as needed. The successful candidate must be comfortable with frequent travel to support business operations, customer and partner engagements, and team collaboration.
What You Bring
- 5-10+ years quota carrying B2B software/hardware technology sales with a focus on building a greenfield territory and landing new business within an Enterprise organization; 3+ years Enterprise sales is highly preferred
- Proven track record of success in a sales-driven organization selling a highly complex technical solution (with the awards and references to prove it)
- Possess a hunter sales mentality with a strong desire to be successful, and have a proven track record of prospecting, closing new logos, and landing major accounts against incumbents
- Willingness to have a strong field presence multiple days per week; Must live in the territory & be willing to travel up to 50%
- A demonstrable track record of success managing longer, complex sales cycles and engaging with all levels from end users to business champions to C-level executives (Experience selling to CIO/CTO/CISO/CFO leaders at Fortune 1000 companies is highly preferred)
- Experience collaborating with internal and external channel partner teams to sell through and with channel partners is a plus
- Proven experience running a process-driven sales cycle
- Relevant software or hardware industry experience in any of the following domains; security software, physical security, or hardware, computer networking and “how the internet works”, subscription, SaaS, or Cloud software is a plus
- Strong knowledge and execution of MEDDIC is highly preferred
- Self-motivated, tenacious, confident, with a willingness to engage in prospecting to maintain individual funnels as expected
- Intellectually curious High IQ, EQ, and self-awareness
- Excellent communication skills (verbal and written) with peers, customers, and partners
- Thrive working in a fast- paced, dynamic environment with a strong sense of urgency
- BS/BA degree strongly preferred
- Must live within Illinois or Wisconsin
Employee Benefits
Verkada is committed to fostering a workplace environment that prioritizes the holistic health and well-being of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:
- Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan, and 80% for family premiums under all plans
- Nationwide medical, vision, and dental coverage
- Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax-saving options
- Expanded mental health support
- Paid parental leave policy & fertility benefits
- Time off to relax and recharge through our paid holidays, firmwide extended holidays, flexible PTO, and personal sick time
- Professional development stipend
- Wellness/fitness benefits
- Healthy lunches provided daily
- Commuter benefits
Additional Information
- You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time.
Annual Pay Range
At Verkada, we want to attract and retain the best employees, and compensate them in a way that appropriately and fairly values their individual contribution to the company. With that in mind, we carefully consider a number of factors to determine the appropriate starting pay for an employee, including their primary work location and an assessment of a candidate's skills and experience, as well as market demands and internal parity. A Verkada employee may be eligible for additional forms of compensation, depending on their role, including sales incentives, discretionary bonuses, and/or equity in the company in the form of restricted stock units (RSUs)
Below is the annual on-target earnings (OTE) range for full-time employees for this position, comprised of base compensation and commissions (if applicable).
Verkada Is An Equal Opportunity Employer
As an equal opportunity employer, Verkada is committed to providing employment opportunities to all individuals. All applicants for positions at Verkada will be treated without regard to race, color, ethnicity, religion, sex, gender, gender identity and expression, sexual orientation, national origin, disability, age, marital status, veteran status, pregnancy, or any other basis prohibited by applicable law.
Your application will be handled in accordance with our Candidate Privacy Policy.
Ready to apply?
Apply to Verkada
Who We Are
Verkada is transforming how organizations protect their people and places with an integrated, AI-powered platform. A leader in cloud physical security, Verkada helps organizations strengthen safety and efficiency through one connected software platform that includes solutions for video security, access control, air quality sensors, alarms, intercoms, and visitor management.
Over 30,000 organizations worldwide, including more than 100+ companies in the Fortune 500, trust Verkada as their physical security layer for easier management, intelligent control, and scalable deployments. Founded in 2016, Verkada has expanded rapidly with 15 offices and 2,200+ full-time employees.
About the Role
As a Channel Sales Manager, you'll be pivotal in scaling Verkada's reach and impact by developing and managing a network of high-performing reseller partners. You'll be responsible for driving net new business through the channel—building pipeline and executing strategic plans that result in measurable growth.
This individual contributor role requires strategic thinking and hands-on execution as you collaborate across sales, marketing, and partner teams to grow Verkada’s presence in Wisconsin and Iowa.
What You’ll Do
You’ll be at the heart of Verkada’s mission, working hand-in-hand with our sales teams to drive growth and success with channel partners. You’ll be responsible for building pipeline and generating net new business through reseller partners while executing a best-in-class channel strategy. Here’s what you’ll own:
- Drive Net New Pipeline: Proactively identify and generate pipeline with net new end-user customers through strategic reseller partners. Collaborate closely with field sales teams to co-sell and close high-value opportunities.
- Execute Regional Channel Strategy: Develop and manage a focused partner business plan for your territory that aligns with Verkada’s overall GTM objectives and quarterly sales targets.
- Empower Our Partners: Train and enable partner executives, sales teams, and technical stakeholders on Verkada’s full product portfolio, programs, and campaigns to ensure deep engagement and capability across all levels.
- Collaborate Cross-Functionally: Work closely with Verkada’s internal sales, marketing, and pre-sales teams to drive joint activities, including partner events, demand generation campaigns, and customer-facing initiatives.
- Lead with Insight: Conduct regular QBRs and ad-hoc business reviews with partners to align on priorities, track performance, celebrate wins, and identify opportunities for improvement.
- Strengthen the Channel Ecosystem: Influence partner sales teams to prioritize Verkada in key deals and business planning efforts. Leverage insights from the field to recommend improvements to Verkada’s channel tools, incentives, and partner program offerings.
- Drive Awareness and Demand: Lead and participate in regional in-person and virtual events to grow Verkada’s brand awareness, build community, and strengthen relationships with key partner contacts and stakeholders.
- Operate Strategically and Tactically: Own the full lifecycle of partner engagement in your region—from onboarding and enablement to pipeline development and revenue realization.
- This role requires regular travel, estimated to be more than 50% of the time, including both domestic and international destinations as needed. The successful candidate must be comfortable with frequent travel to support business operations, customer and partner engagements and team collaboration.
What You Bring
- Experience & Success: 4+ years of channel sales or partner management experience with a strong track record of building new business via Security Integrators or IT VAR partners. Recognition, such as President’s Club, is a plus.
- Strategic & Creative Thinking: A process-driven approach, complemented by innovative thinking to create scalable, partner-focused initiatives.
- Relationship-Builder: Ability to influence and engage across all levels—from partner sales reps to executive leadership.
- Technical Fluency: Comfortable navigating product discussions and sales operations. Proficiency in Salesforce, Excel, and business intelligence tools.
- Clear Communicator: Strong verbal and written communication skills with sharp attention to detail and a professional presence.
- Local to Wisconsin or Iowa: Open to 50% travel across Wisconsin and Iowa.
US Employee Benefits
Verkada is committed to fostering a workplace environment that prioritizes the holistic health and wellbeing of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:
- Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan and 80% for family premiums under all plans
- Nationwide medical, vision and dental coverage
- Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax saving options
- Expanded mental health support
- Paid parental leave policy & fertility benefits
- Time off to relax and recharge through our paid holidays, firmwide extended holidays, flexible PTO and personal sick time
- Professional development stipend
- Wellness/fitness benefits
- Healthy lunches provided daily
- Commuter benefits
Additional Information
- You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time.
Annual Pay Range
At Verkada, we want to attract and retain the best employees, and compensate them in a way that appropriately and fairly values their individual contribution to the company. With that in mind, we carefully consider a number of factors to determine the appropriate starting pay for an employee, including their primary work location and an assessment of a candidate's skills and experience, as well as market demands and internal parity. A Verkada employee may be eligible for additional forms of compensation, depending on their role, including sales incentives, discretionary bonuses, and/or equity in the company in the form of restricted stock units (RSUs)
Below is the annual on-target earnings (OTE) range for full-time employees for this position, comprised of base compensation and commissions (if applicable).
Verkada Is An Equal Opportunity Employer
As an equal opportunity employer, Verkada is committed to providing employment opportunities to all individuals. All applicants for positions at Verkada will be treated without regard to race, color, ethnicity, religion, sex, gender, gender identity and expression, sexual orientation, national origin, disability, age, marital status, veteran status, pregnancy, or any other basis prohibited by applicable law.
Your application will be handled in accordance with our Candidate Privacy Policy.
Ready to apply?
Apply to Verkada
Tax Associate
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About Us
Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.
About the Role
We are seeking a Tax Associate to join our growing company. At Curi Capital, we believe that working together we have better outcomes. We have locations across the country and welcome candidates to apply that live and work in one of our seven main locations:
Chicago, Illinois; Denver, Colorado; Milwaukee, Wisconsin; Raleigh, North Carolina; Washington DC; St. Joe, Michigan; Edina, Minnesota
As a Tax Associate, you’ll step into a key role on our growing Tax Team, where you’ll help deliver high‑quality tax preparation, compliance, and advisory services to high‑net‑worth individuals, families, and their related entities. You’ll collaborate closely with experienced Tax Strategists and our Wealth Management team, giving you the opportunity to contribute to integrated, thoughtful client solutions from day one.
In this role, you’ll gain hands‑on exposure across multiple financial disciplines within a nationally recognized RIA. You’ll build meaningful skills, work alongside seasoned professionals, and have access to long‑term opportunities to grow your career and deepen your expertise.
Key Responsibilities
- Prepare federal and state tax returns for individuals, partnerships, S corporations, trusts, estates, and gifts
- Assist with tax compliance and strategic planning engagements for high-net-worth individuals, families, and closely held businesses
- Coordinate the collection and organization of client tax information and manage engagement workflow timelines
- Research federal, state, and local tax matters and communicate findings clearly to internal stakeholders
- Support the development and refinement of scalable tax policies and procedures
- Collaborate cross-functionally with Wealth Management and other business lines to deliver holistic client solutions
- Keep partners and client service teams informed on engagement progress and key issues
- Serve as liaison with third-party outsourced providers when applicable
- Participate in client proposals and new business opportunities as needed
- Manage multiple engagements and meet deadlines, including occasional extended hours during peak filing periods
Experience & Education
- Bachelor’s degree in Accounting, Finance, or related field required
- CPA or MST preferred (or actively pursuing certification)
- Three to four years of relevant tax experience in a CPA firm, RIA, or financial services environment preferred
Skills & Qualifications
- Proficiency in Microsoft Office; experience with Lacerte or similar tax software preferred
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Highly organized with strong time management skills
- Detail-oriented and deadline-driven
- Self-starter who demonstrates accountability and ownership
- Collaborative team player aligned with our values of teamwork and inclusion
- Ability to work effectively in a hybrid environment
#Hybrid
#Chicago, Illinois
#Denver, Colorado
#Raleigh, North Carolina
#Washington, DC
#Milwaukee, Wisconsin
The base salary will be commensurate with an individual's work experience and educational background.
Our Vision: To be the trusted partner in medicine, business, and life.
Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.
Our Values:
- Accountability: We are driven to act, work with integrity, and deliver results.
- Curiosity: We ask and listen, stay curious, and are eager to learn.
- Teamwork: We build strong relationships, celebrate success, and partner for greater impact.
- Inclusion: We respect, recognize, and encourage the differences that make us stronger—we are better together
Built On;
- Service Commitment: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.
Our Benefits
Curi Capital offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.
Review our Privacy Policy here.
Ready to apply?
Apply to Curi Capital
About Formlabs:
Do you want to change how the world creates?
At Formlabs, we’re building the tools that make it possible for anyone to bring their ideas to life, from cutting-edge products to life-saving medical devices. Our 3D printing technology powers innovation at more than 50,000 industry leaders worldwide, including Apple, Google, Tesla, New Balance, and NASA. Together, we’re helping everyone design, prototype, and manufacture faster than ever before.
We’re a team of hands-on builders, engineers, and innovators reinventing how the world makes physical things. If you’re ready to shape the future of fabrication, come build it with us.
Your Impact:
To serve as the primary gateway for our customers, providing unparalleled support and education. We are committed to being the first point of contact, offering expertise and assistance that goes beyond problem-solving. Our goal is to empower users by delivering clear, reliable guidance and fostering a culture of continuous learning. As ambassadors of Formlabs, we strive to create a positive and impactful customer experience, ensuring that every interaction leaves our users more informed, confident, and satisfied with their Formlabs products.
What You’ll Do:
- Accept and work on customer cases through multiple channels, including email and phone conversations with our customers
- Respond within the published Service Level Agreements, and promise to our customers
- Log all contacts in cases and provide technical support, diagnosis, and customer education opportunities in an effort to keep them printing and machines working, towards issue resolutions
- Dispatch replacement parts, hardware, and software, along with instructions and guidance per business guidelines
- Work with Services peers and Formlabs teams to be the voice of the customer on software and hardware-related feedback
- Learn our products, and print for yourself and for our customers
About You:
- 1+ years of customer service (contact center, field services), education (early ed teachers) or hardware support experience
- High School degree or equivalent
- Strong written and verbal empathetic communication skill
Bonus Skills:
- Technical retail experience (i.e., Apple Genius bar, Geek squad)
- Experience in Dental (hygienist, lab technician, etc)
- Experience in Additive Manufacturing
- STEM degree
- Fluency in Spanish or French
Our Benefits & Perks:
- Robust equity program to build future wealth through RSUs
- Comprehensive healthcare coverage (Medical, Dental, Vision)
- 401K matching and access to financial advisors
- Generous paid Parental Leave (up to 16 weeks)
- Tenure-based paid Sabbatical Leave (up to 6 weeks)
- Flexible Out of Office Plan – Take time when you need it
- Ample on-site parking & pre-tax commuter benefits
- Healthy on-site lunches, snacks, beverages, & treats
- Regular sponsored professional development opportunities
- Many opt-in culture events across our diverse community
- And of course… unlimited 3D prints
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Even if you don't check every box, but see yourself contributing, please apply. Help us build an inclusive community that will change the face of 3D printing.
Compensation
We are all owners of Formlabs and direct beneficiaries of our success. We believe that equity is a critical component of compensation at Formlabs, and we want our newest team members to understand the potential value of their equity compensation. Full time employees receive equity, in the form of RSUs. Your financial investment will grow with us in accordance to your impact.
At Formlabs, base pay is one part of our total compensation package and is determined within a range. Your base pay will depend on your skills, qualifications, experience, location and expected impact on the organization.
Ready to apply?
Apply to Formlabs
About Formlabs:
Do you want to change how the world creates?
At Formlabs, we’re building the tools that make it possible for anyone to bring their ideas to life, from cutting-edge products to life-saving medical devices. Our 3D printing technology powers innovation at more than 50,000 industry leaders worldwide, including Apple, Google, Tesla, New Balance, and NASA. Together, we’re helping everyone design, prototype, and manufacture faster than ever before.
We’re a team of hands-on builders, engineers, and innovators reinventing how the world makes physical things. If you’re ready to shape the future of fabrication, come build it with us.
Your Impact:
To serve as the primary gateway for our customers, providing unparalleled support and education. We are committed to being the first point of contact, offering expertise and assistance that goes beyond problem-solving. Our goal is to empower users by delivering clear, reliable guidance and fostering a culture of continuous learning. As ambassadors of Formlabs, we strive to create a positive and impactful customer experience, ensuring that every interaction leaves our users more informed, confident, and satisfied with their Formlabs products.
What You’ll Do:
- Accept and work on customer cases through multiple channels, including email and phone conversations with our customers
- Respond within the published Service Level Agreements, and promise to our customers
- Log all contacts in cases and provide technical support, diagnosis, and customer education opportunities in an effort to keep them printing and machines working, towards issue resolutions
- Dispatch replacement parts, hardware, and software, along with instructions and guidance per business guidelines
- Work with Services peers and Formlabs teams to be the voice of the customer on software and hardware-related feedback
- Learn our products, and print for yourself and for our customers
About You:
- 1+ years of customer service (contact center, field services), education (early ed teachers) or hardware support experience
- High School degree or equivalent
- Strong written and verbal empathetic communication skill
Bonus Skills:
- Technical retail experience (i.e., Apple Genius bar, Geek squad)
- Experience in Dental (hygienist, lab technician, etc)
- Experience in Additive Manufacturing
- STEM degree
- Fluency in Spanish or French
Our Benefits & Perks:
- Robust equity program to build future wealth through RSUs
- Comprehensive healthcare coverage (Medical, Dental, Vision)
- 401K matching and access to financial advisors
- Generous paid Parental Leave (up to 16 weeks)
- Tenure-based paid Sabbatical Leave (up to 6 weeks)
- Flexible Out of Office Plan – Take time when you need it
- Ample on-site parking & pre-tax commuter benefits
- Healthy on-site lunches, snacks, beverages, & treats
- Regular sponsored professional development opportunities
- Many opt-in culture events across our diverse community
- And of course… unlimited 3D prints
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Even if you don't check every box, but see yourself contributing, please apply. Help us build an inclusive community that will change the face of 3D printing.
Compensation
We are all owners of Formlabs and direct beneficiaries of our success. We believe that equity is a critical component of compensation at Formlabs, and we want our newest team members to understand the potential value of their equity compensation. Full time employees receive equity, in the form of RSUs. Your financial investment will grow with us in accordance to your impact.
At Formlabs, base pay is one part of our total compensation package and is determined within a range. Your base pay will depend on your skills, qualifications, experience, location and expected impact on the organization.
Ready to apply?
Apply to Formlabs
About Formlabs:
Do you want to change how the world creates?
At Formlabs, we’re building the tools that make it possible for anyone to bring their ideas to life, from cutting-edge products to life-saving medical devices. Our 3D printing technology powers innovation at more than 50,000 industry leaders worldwide, including Apple, Google, Tesla, New Balance, and NASA. Together, we’re helping everyone design, prototype, and manufacture faster than ever before.
We’re a team of hands-on builders, engineers, and innovators reinventing how the world makes physical things. If you’re ready to shape the future of fabrication, come build it with us.
Your Impact:
To serve as the primary gateway for our customers, providing unparalleled support and education. We are committed to being the first point of contact, offering expertise and assistance that goes beyond problem-solving. Our goal is to empower users by delivering clear, reliable guidance and fostering a culture of continuous learning. As ambassadors of Formlabs, we strive to create a positive and impactful customer experience, ensuring that every interaction leaves our users more informed, confident, and satisfied with their Formlabs products.
What You’ll Do:
- Accept and work on customer cases through multiple channels, including email and phone conversations with our customers
- Respond within the published Service Level Agreements, and promise to our customers
- Log all contacts in cases and provide technical support, diagnosis, and customer education opportunities in an effort to keep them printing and machines working, towards issue resolutions
- Dispatch replacement parts, hardware, and software, along with instructions and guidance per business guidelines
- Work with Services peers and Formlabs teams to be the voice of the customer on software and hardware-related feedback
- Learn our products, and print for yourself and for our customers
About You:
- 1+ years of customer service (contact center, field services), education (early ed teachers) or hardware support experience
- High School degree or equivalent
- Strong written and verbal empathetic communication skill
Bonus Skills:
- Technical retail experience (i.e., Apple Genius bar, Geek squad)
- Experience in Dental (hygienist, lab technician, etc)
- Experience in Additive Manufacturing
- STEM degree
- Fluency in Spanish or French
Our Benefits & Perks:
- Robust equity program to build future wealth through RSUs
- Comprehensive healthcare coverage (Medical, Dental, Vision)
- 401K matching and access to financial advisors
- Generous paid Parental Leave (up to 16 weeks)
- Tenure-based paid Sabbatical Leave (up to 6 weeks)
- Flexible Out of Office Plan – Take time when you need it
- Ample on-site parking & pre-tax commuter benefits
- Healthy on-site lunches, snacks, beverages, & treats
- Regular sponsored professional development opportunities
- Many opt-in culture events across our diverse community
- And of course… unlimited 3D prints
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Even if you don't check every box, but see yourself contributing, please apply. Help us build an inclusive community that will change the face of 3D printing.
Compensation
We are all owners of Formlabs and direct beneficiaries of our success. We believe that equity is a critical component of compensation at Formlabs, and we want our newest team members to understand the potential value of their equity compensation. Full time employees receive equity, in the form of RSUs. Your financial investment will grow with us in accordance to your impact.
At Formlabs, base pay is one part of our total compensation package and is determined within a range. Your base pay will depend on your skills, qualifications, experience, location and expected impact on the organization.
Ready to apply?
Apply to Formlabs
Account Executive, Business Development/Client Services (Finance & Accounting Staffing)
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Entrepreneur and sales leader sought for growing consulting practice! Our empowered culture was built by Big Four alumni and has attracted the industry's best and brightest for more than 15 years.
Our clients range from CFOs and VPs of finance, tax, and internal audit as well as Controllers and Accounting Managers. They rely on us because we speak their language and understand their needs. If you have the finance and accounting credentials, business acumen, and market intelligence to deliver the right expertise, read on.
- Ranked #1 Best Staffing Firm to Work For in North America by Staffing Industry Analysts (Category: 500+ Employees)
- An Inc. Magazine’s fastest growing company in America every year since 2007.
- Over $750 Million in annual sales and 40+ offices internationally and growing.
- Founded in 2002 by Big 4 Alumni.
A Day in the Life
Your CFO client just called. Her accounting department could really use help prepping for an upcoming audit. Or maybe she needs a seasoned project manager to lead a merger integration. As a Business Development Manager, you will:
- Establish and maintain target list developing client relationships.
- Conduct prospecting activities including phone calls, “ad calls,” skills marketing, email, social media, in-person meetings, and other methods.
- Generate new job orders weekly in line with performance objectives.
- Manage new and open job orders from intake to fulfillment.
- Utilize Bullhorn to log all activity, notes, and information vital to managing and growing a book of business as well as planning daily activities.
- Collaborate with teammates to cross-sell and/or fulfill open positions across other lines of business and/or national practices as appropriate.
Qualifications:
- Bachelor’s Degree required.
- 1-3 years of experience in Finance & Accounting staffing augmentation is preferred.
- Background in audit, tax, and/or public accounting a plus.
- Proven success achieving and/or exceeding performance goals.
- Strong desire to lead while remaining hands-on in business development.
Vaco Benefits:
- Competitive base salary + uncapped commission
- Full Benefits: Medical, Dental, Vision, Life and Disability Insurance, 401k with company matching, Health Savings Account (with company contributions!), generous PTO that increases with tenure, and more
- Annual incentive trips to exotic destinations for you and a guest
- Ongoing training and learning forums by industry experts
Location: Hybrid (2-3x in office)
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. An applicant may also be eligible to participate in certain incentive compensation programs based on achieving certain performance targets set forth each year and subject to the incentive compensation plan’s terms and conditions. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.
Vaco, LLC (“we,” “our,” or “Vaco”) respects your privacy and is committed to providing a transparent notice of our Notice at Collection and Privacy Policy for California Residents. This Notice and Privacy Policy for California Residents applies solely to those who reside in the State of California (“consumers” or “you”). For additional details, click here.
California residents may also access Vaco’s HR Notice at Collection for California Applicants and Employees.
Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Ready to apply?
Apply to Vaco LLC