- Range (New York, NY)
- …highly skilled Certified Public Accountant (CPA) or Enrolled Agent (EA) specializing in individual tax planning and tax return review to join our dynamic team. ... If you are an individual tax planning expert with an interest in fintech, we...and vision 401k plan Technology allowance PTO Top of Market Pay Paid parental leave In-person team & company… more
- Edward Jones (Warrenville, IL)
- …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
- Brighton Jones (Stamford, CT)
- …achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning Communicates our unique value ... clients and works to establish Brighton Jones as their trusted financial advisor Proactively develops and expands relationships within the community Cultivates and… more
- National Financial Partners (West Hartford, CT)
- …to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor , consultant, and constant partner in helping clients achieve their aspirations. For ... on Wealthspire Advisors, please visit www.wealthspire.com. Summary: As an AVP, Advisor at Wealthspire, you will leverage deep financial expertise to craft… 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
- Kestra Financial Independent Advisor (Hartford, CT)
- …perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in ... Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent...and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning Coachable and… more
- CBIZ, Inc. (Greenwich, CT)
- …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 insights and actionable solutions to help… more
- CBIZ, Inc. (Boston, MA)
- 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...develop strong relationships with our clients, as a trusted advisor . Essential Functions and Primary Duties Client Management Serve… more
- CBIZ, Inc. (Providence, RI)
- 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 $120,000 - $160,000. The specific compensation for… more
- RSM Global (Philadelphia, PA)
- 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 ... capability that focuses on serving US and Foreign multi-national business' US international tax advisory and compliance needs in coordination with foreign tax … more
- BDO USA (Atlanta, GA)
- …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
- BDO USA (San Francisco, CA)
- … 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
- Opsahl Dawson (Lacey, 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. (Melville, 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 $100,000 - $130,000. The specific compensation for… more
- RubinBrown (St. Louis, MO)
- …expertise with a commitment to personal and high-level relationships. https://www.rubinbrown.com/ Tax Manager is a key participant in client service, team member ... Standards Demonstrate technical competence in specialty expertise (in Income tax , Compliance, and Planning) Manage engagements/assignments in a consistently… more
- BankWest (Sioux Falls, SD)
- …for proactively engaging clients, presenting solutions, and staying current on market trends and financial products. This role involves the opportunity to ... circumstances. Develop and implement financial plans addressing retirement, investment, tax , estate, and insurance needs. Proactively conduct regular client reviews… 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...review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs… more
- Geisinger (Danville, PA)
- … tax filings. Leads financial acumen education efforts for Market operational leadership teams. Leads and promotes financial performance improvement initiatives ... tools/models, design, set up, implementation and stabilization. Serves as an advisor to Market resources in Revenue Management and Supply Chain such as Patient… more
- Gallagher (Glendale, CA)
- …new business placement and customer retention. The role serves as an advisor and consultant, managing a diverse portfolio of clients typically with hard-to-place, ... knowledge of the client's industry and related risks, emerging market trends, competitor analysis, data and analytics, and extensive...& strategy for placement business & carrier partners. Trusted Advisor Role: Serve as a source of knowledge on… more
- CBIZ, Inc. (Cleveland, OH)
- 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...shares knowledge Assume significant client responsibility as client's trusted advisor , relied upon for knowledge of industry trends, identify… more
