- Edward Jones (Tyrone, GA)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported… more
- RSM Global (Chicago, IL)
- We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients ... largest national accounting firm focused on serving the middle market , RSM US LLP has an opening for an...legal experience supporting the rapidly growing consulting, audit, and tax practices. This is a great opportunity to contribute… more
- SHELL FEDERAL CREDIT UNION (Pasadena, TX)
- …Shift Hours: Monday - Friday : 9:00 AM - 5:00 pm A Financial Advisor with Shell Wealth Services shapes our community and members' financial futures for each ... including prospecting within the financial institution, branch trainings, natural market , referrals, local seminars, advertising, networking groups and web based… more
- Asbury Automotive Group (Plano, TX)
- …& Lease" and vehicles sold Have proper knowledge of products and current market trends Meets/Exceeds Park Place and manufacture training and certification plans and ... leave (disability leave) Paid Parental Leave Health savings Flex spending accounts ( tax free) Short-term and Long-term disability plans Life Insurance (Whole Life… more
- CBIZ, Inc. (New York, NY)
- …you've come to rely on. CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry ... knowledge and expertise in accounting, tax , advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking...The annual salary target for this job in this market is $210,000 - $240,000. The specific compensation for… more
- Wintrust (Chicago, IL)
- …170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units, including ... and purchase, wealth management services, and qualified intermediary services for tax -deferred exchanges. Why join us? An award-winning culture! We are rated… more
- Schneider Downs & Co., Inc. (Pittsburgh, PA)
- As a trusted advisor in the professional services industry,you know what matters most to clients: Big thinking with a personal focus. Youalso know what matters most ... Experience themall at Schneider Downs, where we've been providing accounting, tax , consulting, business advisory and wealth management services through our team… more
- BDO USA (Tampa, FL)
- … tax technical positions. This role will also serve as a career advisor , train, and develop tax associates in addition to marketing, networking, and ... Job Description Job Summary: An Tax Manager, International Tax Services is...We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take… more
- BDO USA (Chicago, IL)
- …executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced ... in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations;...use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages… more
- CBIZ, Inc. (Philadelphia, PA)
- CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise ... in accounting, tax , advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking...Essential Functions and Primary Duties Serve as client's trusted advisor , demonstrates knowledge of industry trends, identify client issues… more
- Hantz Group (Taylor, MI)
- Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a ... of Focus: Asset Management Financial Planning and Retirement Insurance Tax Strategy and Planning Cash Flow Analysis Debt Strategies...you are just starting your career or an experienced advisor , Hantz Group offers ongoing support for you to… more
- MassMutual Metro NY (Englishtown, NJ)
- …across all areas of wealth management. As a Wealth Management Advisor , your responsibilities will include: Protection Planning: Guiding clients through risk ... advanced financial planning solutions, including retirement and estate planning, tax optimization strategies, business succession planning, and charitable giving.… more
- Ascend Partner Firms (Vancouver, WA)
- …you'll manage a national client list, delivering superior service. As their trusted advisor , you'll tackle complex tax issues, craft strategic solutions, and ... resources and support necessary to thrive in today's dynamic market . This includes access to growth capital, robust talent...award-winning firm we are today. We specialize in Accounting, Tax Preparation, and Bookkeeping with 175+ people across the… more
- CBIZ, Inc. (Denver, CO)
- CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise ... in accounting, tax , advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking...as key client contact; viewed as a trusted business advisor by clients Ensure quality control standards are met… more
- BDO USA (Fort Lauderdale, FL)
- Job Description Job Summary: The Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their ... business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax… more
- BDO USA (Miami, FL)
- Job Description Job Summary: The Tax Managing Director, SALT - Sales & Use Tax is responsible for advising and providing written tax advice to clients of the ... sales & use tax implications relating to their business objectives, evaluating alternate...Managers, Senior Associates, Associates and Interns Acts as Career Advisor to STS SALT Senior Managers, Managers, Senior Associates,… more
- CBIZ, Inc. (New York, NY)
- CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise ... in accounting, tax , advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking...The annual salary target for this job in this market is $74,000 - $77,000. The specific compensation for… more
- Santander Holdings USA Inc (New York, NY)
- …sensitivities and prepare or review financial analysis Review due diligence materials ( market , technical, insurance, legal, tax ) and interact with relevant ... You! The Associate Financial Advisory will be a strategic advisor to our clients regarding capital solutions. They will...the Energy and Infrastructure sectors, as well as current market conditions and financing trends Prepare and support the… more
- The Herb Box (Scottsdale, AZ)
- …drive the company's long-term financial strategy in alignment with business expansion plans and market conditions. Serve as a trusted advisor to the CEO and ... month-end/year-end close, and audit coordination. Ensure compliance with GAAP, tax laws, and internal policies across multi-entity, multi-state operations. Guarantee… more
- Regions Financial Corporation (Knoxville, TN)
- …Reviews for clients in conjunction with the assigned Trust or Wealth Advisor Supplies Portfolio Manager with documentation of non-standard asset reviews for Annual ... Supports fee set up, and daily cash management Completes Generation Skipping Tax (GST) worksheet and determines GST coding for new trust accounts Supports… more
