Infrastructure Administrative Infrastructure Administrative …

Hd Vest Financial Services
in Irving, TX, United States
Permanent, Full time
Be the first to apply
Competitive
Hd Vest Financial Services
in Irving, TX, United States
Permanent, Full time
Be the first to apply
Competitive
Infrastructure Administrative
Infrastructure Admin 4 Irving/en-US/avantaxwealthmanagement/job/Irving/Infrastructure-Admin-4_R0000588-2/apply

Blucora has a bold aspiration: we are committed to giving all people the tools needed to lead healthy financial lives - tools often reserved for the wealthy.

We began our journey by bringing together two industry-leading firms to form a foundation in tax-smart investing that is unreplaceable in the industry.  TaxAct is an innovative tax software company that helps more than 4 million Americans prepare their own taxes each year.  HD Vest is the first firm in the world to make it possible for tax professionals to support clients wealth management needs (now over $45B for more than 300,000 Americans). 

We now turn to the next leg, developing the technological tools that make our vision of financial health for all a reality.  Atypical for the financial services industry, we take a contemporary approach to strategy and product development that is founded in user insights, rapid testing and a singular focus on driving end-user value.  

Since charting new territory on a daily basis is part of everyone's job at Blucora, we've attracted team members who thrive on the challenge, encourage each other, and are passionately committed to the goal. If you agree that problem- solving is a team sport, and feel energized by a good debate, deep dive research, or a fun night out with colleagues, we might be the right firm for you! 

ESSENTIAL DUTIES AND RESPONSIBILITIES

To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Major responsibilities of the position listed below.

Duties may include:

  • Providing hands-on systems administration, maintenance and operations support
    • 700+ Windows servers on VMWare ESXi
    • Windows Active Directory, Group Policies and Distributed File System
    • EMC and Nimble storage
    • Desktop Central patching
    • Nimsoft and PRTG monitoring tools
    • Commvault, Veeam and Backup exec jobs, associated tape libraries and restores
    • WAN and LAN, Citrix and VPN
  • Resolving incidents and performing root-cause analysis
  • Securing environment based on findings from InfoSec
  • Optimizing performance and continually improving operations
  • Supporting compliance requests for information and artifacts
  • Testing of disaster recovery/business continuity planning
  • Collaborating with other parts of IT to improve technology services
  • Delivering system status reports to stakeholders
  • Following change management procedures

Education and Experience

  • 8-10 years of infrastructure, systems and/or network experience
  • Bachelors degree in engineering, computer science or another technology-related field
  • Highly self-motivated and directed
  • Ability to present ideas in a user-friendly language
  • ITIL certification or experience in an ITIL organization is a plus

Competencies

KNOWLEDGE

  • Computers and Electronics Knowledge of computer hardware and software, including applications and programming.
  • Cloud Environment Understanding Familiarity with the job roles and realms of responsibility in an operational cloud environment
  • English Language Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
  • Customer and Personal Service Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Engineering and Technology Knowledge of the practical application of engineering science and technology. This includes applying principles, techniques, procedures, and equipment to the design and production of various goods and services.

SKILLS

  • Critical Thinking Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Judgment and Decision Making Considering the relative costs and benefits of potential actions to choose the most appropriate one.
  • Reading Comprehension Understanding written sentences and paragraphs in work related documents.
  • Systems Analysis Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.
  • Active Listening Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

ABILITIES

  • Problem Sensitivity Ability to tell when something is wrong or is likely to go wrong. It does not necessarily involve solving the problem immediately, only recognizing there is a problem.
  • Information Ordering Ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
  • Written Comprehension Ability to read and understand information and ideas presented in writing.
  • Deductive Reasoning Ability to apply general rules to specific problems to produce answers that make sense.
  • Inductive Reasoning Ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
  • Proactive mindset - Ability to foresee typical issues which may come about from normal Operations within an IT environment and recommend or develop strategies to counteract their impact should they occur.

PHYSICAL DEMAND AND WORK EFFORT

  • Keying/typing, sitting, standing, walking.
  • Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.
  • The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during normal performance of the job.
  • Compliance with company attendance standards.
  • FLSA status: Salaried, Exempt

HD Vest, Inc is an equal opportunity employer and does not unlawfully discriminate on the basis of race, sex, age, color, religion, national origin, marital status, sexual orientation, veteran status, disability status or any other basis prohibited by federal, state or local law. HD Vest, Inc considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to know basis or as required by law. Please let us know if you need accommodations in order to participate in the application process.  

Posted 4 Days AgoFull timeR0000588

Blucoras mission is to bring value to the consumer through every stage of their life. The companys products and services in tax preparation (TaxAct) and wealth management (HD Vest) are designed to empower consumers and small businesses to improve their financial lives. Taxes are one of lifes largest expenses yet the tax prep industry focuses primarily on once-a-year refunds and the brokerage/wealth management industries ignore taxes because they cannot advise on them. These approaches ignore the greater goals of minimizing taxes, maximizing returns, increasing cash flow, and enabling better long term outcomes.

Blucora leverages tax information to enable people to better achieve their goals, connecting the dots across a persons financial life-cycle and uncovering opportunities that are missed by other firms. This creates the basis of the firms sharp differentiation in the market, and fuels their passion for challenging larger incumbents.

Formerly known as Infospace, Blucora was founded in 1996 and went public (NASDAQ: BCOR) in 1996. Blucoras ecosystem of technology-enabled financial solutions serves 4.8M end customers and 25K+ advisors and tax professionals. Today, with run-rate revenues of over $500 million, the business provides tax and wealth management solutions for small businesses, consumers, and tax professionals in the United States and internationally. The company is a leader in consumer tax preparation and wealth management, which both provide software solutions and strategies with distinct value relative to competitors.

The company is purpose- and values-driven. As the firm looks to enable people to live a tax advantageous life, they have committed to exemplifying their CREDO:

Customer obsessed: We serve all customers with passion

Reliable: We always deliver on our commitments

Ethical: We respect all others and treat people as they want to be treated

Driven: We demand excellence and strive to find a better way

One-Blucora: We will win more together

HD Vest

In its inception in 1983, HD Vest created a new way of providing investment services to clients: through tax professionals who become as skilled at wealth management as they are in tax planning. As a consequence, HD Vest stands alone among its peers in offering tax-smart investing to its clients. These advisors provide comprehensive financial services including securities, insurance, money management services, and banking solutions. HD Vest has over 3,700 independent contractors, who manage Total Client Assets of $45 billion for ~350,000 individuals, families, and small businesses in all 50 states.

HD Vest Financial Services was acquired by Blucora in 2015. HD Vest is ranked as one of the top 15 independent broker-dealer firms in the US. The business has grown 8% year over year with Total Client Assets growing at 9% year over year. The business has remarkable growth opportunities ahead, both organic as well as, potentially, inorganic.

In addition to a consumer advantage around tax-smart investing, HD Vest also has a structural advantage compared to other independent broker dealers in that it does not practice the norm of competing for existing books of business. Instead, HD Vest identifies target wealth management advisors broadly from the 240,000 tax professionals in the US, and more narrowly from the network of 20,000 tax professionals who use its sister company, TaxActs, software. This grow our own approach leads to a significant economic advantage, and drives margins that are materially higher than far-larger Independent Broker Dealers.

Once a promising tax professional is identified, HD Vest helps them get the proper regulatory licenses, trains them on how to manage their clients wealth, and provides the appropriate technology solutions to manage their clients wealth. As noted above, because these advisors are tax professionals, they are uniquely able to provide tax advantaged investing advice, which is not regularly offered by other broker dealers.

TaxAct

TaxAct is HD Vests sister division and was founded in 1998 in Cedar Rapids, Iowa. Blucora purchased TaxAct from majority shareholder TA Associates in 2012.

TaxAct is a software company which provides digital tax preparation solutions for consumers, small-business owners, and tax professionals. During the 2017 calendar year, TaxAct was used by ~5 million consumer e-filers and leveraged for the preparation and filing of an additional 1.8 million returns through the nearly 21,000 tax professionals using the software.

Since the acquisition of TaxAct, revenue of the business has doubled with margins well in excess of 40%. TaxAct has grown revenue at a compounded annual rate of 16% since 2013, including 15% in 2017. TaxAct represents significant beta and upside in Blucoras growth with the implied value being estimated at 12.2 times 2019 EBITDA.

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