Current Openings

Thank for your interest in working with Dunham & Associates.



Apply for a specific Career Opening by clicking the Apply button at the bottom of each job posting. Click on "Future Career Opportunities" to apply for any positions not currently listed. Attach a copy of your resume in MS Word or PDF formats.

If your qualifications and stated interests are a good fit with a future open position, we will be sure to give you a call.



Enrolled Agent (EA) Tax Specialist, Reno NV

Billing Coordinator, Reno NV

Future Dunham & Associates Career Opportunities

Enrolled Agent (EA) Tax Specialist, Reno NV

Department Dunham & Associates
Career Type Full Time
Posted 5/24/2024

Description

ENROLLED AGENT (EA)

Dunham Trust Company (DTC) offers a wide range of traditional trust services designed to meet virtually any client need, from custodial accounts and safekeeping of assets, to family trusts, wealth management and investment options. Headquartered in Reno, Nevada, DTC was chartered in 1999. The firm also has executive offices in Las Vegas, Nevada and Loveland, Colorado.

DTC is looking to hire an Enrolled Agent (EA) Tax Specialist who will manage and coordinate trust tax filings for clients and be responsible for handling a broad range of administrative responsibilities within the tax department.

Must be willing to work onsite in our Reno office; this is not a work-from-home opportunity.

Essential Functions: (Primary responsibilities)

  • Work with internal trust operations team and external CPAs to coordinate preparation of tax filings for trust clients;
  • Ensure all deadlines are met in a timely manner;
  • Serve as point of contact for any tax-related matters and inquiries;
  • Review and follow-up on tax-related correspondence and related phone calls from IRS, CPAs, clients, and officers;
  • Ensure all records are accurate and up-to-date;
  • Perform other tasks as requested.

Education Required:

  • High School diploma required. Associate or Bachelor Degree in accounting, bookkeeping or tax related field or equivalent industry experience preferred.

Experience Required:

  • Enrolled Agent (EA) designaton required;
  • 1-3 years’ experience in a business environment, preferably in a CPA / Tax office;
  • Experience working with taxes and related filing requirements;
  • Working knowledge of Microsoft Office software mainly in Excel, Word and Outlook;
  • Salesforce or other CRM experience preferred.

Special Skills Required:

  • Knowledge of tax documents and filing requirements;
  • Understanding of Sharefile or similar secure mailing software;
  • Strong written and oral communication skills;
  • Ability to maintain positive working relationships with staff, internally and externally;
  • Impeccable record-keeping, organizational, and time management skills;
  • Ability to work independently and take initiative.

Salary commensurate with experience:  $22 to $30 per hour

Billing Coordinator, Reno NV

Department Dunham & Associates
Career Type Full Time
Posted 5/22/2024

Description

BILLING COORDINATOR

Dunham Trust Company (DTC) offers a wide range of traditional trust services designed to meet virtually any client need, from custodial accounts and safekeeping of assets to family trusts, wealth management and investment options. Headquartered in Reno, Nevada, Dunham Trust Company was chartered in 1999. The firm also has executive offices in Loveland, Colorado and Las Vegas, Nevada.

The Billing Coordinator is responsible for providing accounting, administrative support and overseeing the billing process for DTC.

This is not a remote or hybrid opportunity, the position requires Reno local residency and in-office work. We are not able to sponsor visas at this time.

Essential Functions: (Primary responsibilities)

  • Process bills to pay for Trust and Guardian divisions;
  • Process outgoing ACHs, wires, checks, etc.;
  • Generate invoicing for Guardian and Case Management services;
  • Perform discharge accountings and closing of accounts;
  • Perform annual court accountings and coordinate with Attorneys and Guardians;
  • Process any incoming payments;
  • Assist with reviewing daily transactions;
  • Assist with filing documentation in Laserfiche;
  • Reconciliation of Amex and mileage charges and billing to client accounts;
  • Assist operations team with other projects as needed;
  • Other duties as assigned;

Secondary Functions:

  • Answer phones;
  • Process incoming mail;
  • Assist other staff members in the office, as needed.

Education Required:

  • High School diploma or GED required;
  • AA in Accounting or another related field preferred.

Experience Required:

  • 2-3 years’ experience of working as a Billing Coordinator or other similar position;
  • Bookkeeping experience is a plus;
  • Excellent organizational and time management skills with outstanding attention to detail;
  • Excellent written and verbal communication skills;
  • Working knowledge of Microsoft Office software mainly in Excel, Word and Outlook;
  • Salesforce or other CRM experience preferred.

Special Skills Required:

  • Attention to detail and excellent problem-solving skills;
  • Accurate data entry skills;
  • Strong written and oral communication skills;
  • Ability to maintain positive working relationships with staff, internally and externally;
  • Ability to work independently and take initiative.

Future Dunham & Associates Career Opportunities

Department Dunham & Associates
Career Type Full Time
Posted 5/20/2024

Description

Dunham is a thought leader in the financial services industry. The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth. Since 1985, Dunham has grown to become a multi-billion-dollar firm. We work with close to 1,400 Financial Advisors across all 50 states. 

Dunham is an independently owned, registered Broker/Dealer helping Financial Advisors and individual investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services. 

Dunham & Associates Investment Counsel, Inc. (DAIC) accepts applications for future career opportunities even though there may not be current openings. If you would like to be considered for future positions, please attach your resume and cover letter (optional, but helpful) and answer the few questions attached to this application. 

Salary depending on position, location, education, and experience.