- Edward Jones (Hermosa Beach, CA)
- …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
- AFIN Family Wealth Management Inc (Winnetka, IL)
- Senior Financial Advisor AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses. Our goal is to make ... insurance, estate conservation, and preserving wealth. Job Summary As a Senior Financial Advisor at AFIN Family Wealth Management, you will play a crucial role in… more
- Cherry Bekaert (Nashville, TN)
- …taxation expertise to lead a team that provides personal, compliance, and business tax planning services to middle market corporate and large pass-through ... as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment… more
- Opsahl Dawson (Bellevue, 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
- Hantz Group (Southfield, 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
- Opsahl Dawson (Bellevue, 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
- Busey Bank (Urbana, IL)
- Position Summary The Private Wealth Advisor 's (PWA) primary responsibility is to serve as personal relationship manager to Busey Wealth Management clients. The ... Advisor will engage in proactive and ongoing communication with...on Regional needs; a PWA can report to a Market or Regional President and in some instances, a… more
- Pacific Premier Bank (Encino, CA)
- …Manager is responsible for creating, developing, and managing commercial (C&I) middle market banking relationships in the Los Angeles, CA market . The ... reviewing, analyzing, and interpreting financial statements, accounting papers, income tax returns, Bank policies and governmental regulations. This also includes… more
- Vise (New York, NY)
- …with accounting software (eg, QuickBooks, NetSuite, or similar) Experience with tax provision and management, SAAS products, and/or systems implementation are ... for financial analysis and reporting Support the Finance team with audits, tax returns, regulatory filings, and special projects Contribute to process improvement… more
- National Grid (Waltham, MA)
- …arrangements are fit for purpose. Key Accountabilities *Act as a trusted advisor to Chief People Officers and business leaders on sensitive and confidential ... use this to calculate appropriate 'buy-out' awards. *Liaise with the legal counsel and tax advisors to support issues arising during the join to leave process. *Act… more
- Toshiba Global Commerce Solutions - External (Chicago, IL)
- …to build trusted relationships with client stakeholders, becoming a strategic partner and advisor . This role is primarily based at the customer site, with working ... transparency in progress and risks. Act as a trusted advisor , guiding clients through complex delivery and transformation efforts....impressive customer base that made us the world's installed market share leader. The nature of retail is changing… more
- Flywheel Digital (New York, NY)
- …success, thrives on engaging with C-suite executives, and excels at building go-to- market strategies that resonate with enterprise clients. You'll be a key architect ... and decision-making processes. Consultative Partnership: Serve as a trusted advisor and subject matter expert, deeply understanding client growth strategies,… more
- TEKsystems (Washington, DC)
- …and training. Key Accountabilities and Priorities: Strategic Thinker & Market Strategist Customer-First Mindset: Urgently and actively accountable for project ... engagement. Building and ensuring lasting relationships that result in trusted advisor status with customers and stakeholders. Define and implement a Communication… more
- Avison Young (Conshohocken, PA)
- …to create real economic, social and environmental value as a global real estate advisor , powered by people. If you're looking for career opportunities where you can ... presentations, preparing listings and offers, generating client reports, conducting market research, and ensuring seamless transaction administration and deal flow.… more
- Flywheel Digital (Baltimore, MD)
- …and senior stakeholders at leading brands and retailers, acting as their go-to advisor for digital commerce, retail media, and market intelligence. Articulate ... Insights & Consulting, you will spearhead the commercial growth of Flywheel's market -leading Retail Insights and Consulting solutions. You will own the end-to-end… more
- Kennedys (Berkeley Heights, NJ)
- …presence in multiple international offices. Key responsibilities Act as a strategic advisor to the business in the US, providing constructive challenge, early ... team. Work with the global teams to ensure that all statutory and tax reporting requirements are met. Ensure compliance with financial global policies and maintain… more
- Citigroup, Inc. (Tampa, FL)
- …regulatory filings, and board materials. Communicate cash position to the investment advisor as well as research cash and funding holdings differences with ... shareholder activity with transfer agent. Calculate daily net asset value and market value of portfolio holdings. Provide assistance on audits and review work… more
- EisnerAmper LLP (New York, NY)
- …success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close ... of business. About EisnerAmper: EisnerAmper is one of the largest accounting, tax , and business advisory firms, with approximately 450 partners and 4,500 employees… more
- AcuTech Group, Inc. (Arlington, VA)
- …Office in Mclean, VA. What You'll Do Be a strategic thought partner and advisor with the CEO & other senior business leaders Monitor and analyze financial ... growth opportunities Ensure compliance with GAAP and other regulatory requirements, including tax filings Manage cash flow and prepare cash forecasts Manage the… more
- Voya Financial, Inc. (Hartford, CT)
- …Profile Summary: The Retention Sales Director will successfully manage Mid and Emerging Market Corporate and Tax Exempt Retention sales activities for existing ... Description: Create and implement sales process to retain Emerging and Mid Market clients for Voya Financial Collaborate with key Voya stakeholders to represent… more
