- Unknown (Westchester County, NY)
- …will have a strong background in this area, with a JD or CPA being strongly preferred . The Senior Wealth Advisor will have the opportunity to work with a ... Senior Wealth Advisor About the Company Prominent multi-family office &...these relationships, with a particular emphasis on estate and tax planning. This role involves designing and presenting estate… more
- Midland States Bank (Chicago, IL)
- …about this position below, then hit the apply button. Position Title: Wealth Advisor Locations: Chicago_IL Time Type: Full time Req ID: JR1041-Chicago_IL At Midland, ... Salary Range: $103,700 - $138,200+ annually Position Summary The Wealth Advisor provides investment recommendations and advice to perspective and current clients.… more
- Unknown (San Diego, CA)
- Vice President, Advanced Tax Strategy & Innovation About the Company Profitable broker & financial advisory firm Industry Financial Services Type Public Company ... & Professional Services Brokerage Finance Investment Banking San Diego Employee Advisor Financial Advisor Financial Professional LPL LPL Financial Linsco… more
- Unknown (San Francisco, CA)
- Vice President, Global Tax About the Company Premier global advisor on consumer behavior Industry Consumer Goods Type Privately Held About the Role The Company ... is seeking a Vice President, Global Tax to take on a pivotal role in managing...required, with an advanced degree or certification in taxation preferred . The ideal candidate will have advanced experience in… more
- Unknown (San Francisco, CA)
- Managing Director of Tax Exempt Service About the Company Nationally acclaimed executive compensation consulting firm Industry Management Consulting Type Privately ... Company is in search of a Managing Director for Tax Exempt Service, a senior leadership position dedicated to...-exempt organizations. The successful candidate will be a trusted advisor , managing a substantial book of business, and contributing… more
- Unknown (Salt Lake City, UT)
- …Held About the Role The Company is seeking a Managing Director, Private Wealth Advisor to join their team. The successful candidate will be responsible for advising ... range of financial matters, including personalized investment solutions, retirement, tax management, risk management, estate planning, and philanthropy. This role… more
- Larson Wealth Partners, LLC (Indianapolis, IN)
- …managers to translate investment decisions into account-level trades. Manage tax -sensitive trading - including loss harvesting, holding period awareness, and ... of data tools that connect portfolio performance, risk, and tax impact. Collaboration & Oversight Partner closely with the...asset manager, or hedge fund Series 63 (Series 7 preferred ) Deep understanding of equity markets, derivatives, and risk… more
- Hajoca Corporation (Arlington, TX)
- …innovative ways to grow sales with existing customers and become their trusted advisor . * Generate sales leads that develop into new customers. * Identify ... experience in customer service or inside sales; contractor sales preferred . * Knowledge of products sold in the Profit...coverage * Life insurance and Long Term Disability * Pre- tax accounts for healthcare and dependent care * Paid… more
- Hajoca Corporation (Greenville, OH)
- …ways to grow sales with existing customers and become their trusted advisor . * Identify opportunities for value-added services and articulate our solutions. * ... * Knowledge of products sold in the Profit Center preferred Our ideal candidate will also: * Effectively use...coverage * Life insurance and Long Term Disability * Pre- tax accounts for healthcare and dependent care * Paid… more
- Unknown (Portland, OR)
- …equity firms, strategic acquirers and corporate boards, act as a trusted advisor throughout the transaction lifecycle, and collaborate with deal teams, legal/ tax ... strong business-development instincts are required. A CPA, CFA or MBA is preferred . Hiring Manager Title Head of Transaction Advisory Services Travel Percent Less… more
- Unknown (Harrisburg, PA)
- …accurate financial reporting. This role requires the CFO to be a strategic advisor to the CEO and company leadership, providing fact-based analysis and financial ... involved in operational management, including managing the Treasury function, tax preparation, and maintaining key relationships with financial partners.… more
- Unknown (San Jose, CA)
- …capital planning efforts. The successful candidate will also serve as a strategic advisor to the CEO and executive team, ensuring the company's financial health, ... in leadership roles. A strong knowledge of US GAAP, tax regulations, and compliance practices is essential, and an...or equivalent advanced degree, along with a CPA, is preferred . The CFO will lead a team of 5… more
- Unknown (Chicago, IL)
- …that address a wide range of public policy challenges. This includes property tax reform, health equity, and justice transformation. The role involves not only ... team, overseeing intergovernmental coordination, and serving as a trusted advisor to the Chief of Staff and President. The...high-level, public-facing capacity. A JD or master's degree is preferred , and the candidate must be able to demonstrate… more
- Unknown (Irvine, CA)
- …a wide range of responsibilities, including financial reporting, investment oversight, tax strategy, risk management, and estate planning coordination. This role ... executing the company's financial strategy, serving as a strategic advisor on investment analysis, and ensuring the financial health...a related field, with an MBA or CPA being preferred . A minimum of 7-10 years' progressive finance and… more
- Hajoca Corporation (Salt Lake City, UT)
- …opportunities to grow sales with existing customers and become a trusted advisor . * Identify opportunities for value-added services and clearly articulate solutions. ... * Knowledge of products sold in the Profit Center preferred * Possess a proper and valid driver's license...coverage * Life insurance and Long Term Disability * Pre- tax accounts for healthcare and dependent care * Paid… more
- State of Colorado (CO)
- Tax Policy Advisor III Print (https://www.governmentjobs.com/careers/colorado/jobs/newprint/5155010) Apply Tax Policy Advisor III Salary $58,872.00 - ... the job for you! We are looking for a Tax Policy Advisor who can analyze and...of attendance at or graduation from an educational institution. Preferred Qualifications: The ideal candidate will possess the following… more
- JPMorgan Chase (Jersey City, NJ)
- …Withholding tax matters. **Job summary:** As an Information Reporting & Withholding Advisor - Vice President within our Corporate Tax Division, you will have ... Join JP Morgan as an Information Reporting & Withholding Advisor - Vice President and be part of a team...advise JPMorgan's businesses on US Information Reporting and Withholding tax matters. This role provides a unique opportunity to… more
- ExxonMobil (Houston, TX)
- …will play in our team** We are seeking a highly skilled and experienced Senior Tax Advisor ready to take on complex challenges within a Fortune 50 multinational ... apply now! **About you** We are seeking a senior tax advisor with a strong background in...planning experience + Minimum of a Masters in Taxation ** Preferred Qualifications/ Experience** + Experience with international tax… more
- Chevron Corporation (Houston, TX)
- …Openings 1 Chevron is accepting online applications for the position **Lead Indirect Tax Advisor Role -Techno** logy through **12/15/2025** at **11:59 pm** ... Skills and Qualifications** + SAP expertise with at least 10 years of tax experience, indirect tax experience preferred . + At least 5 years of experience in… more
- SAP (New York, NY)
- …great benefits, and a team that wants you to grow and succeed. **Global Sub-Solution Advisor GRC, GTS, Tax ** **SAP Finance & Quote to Cash, Chief Revenue ... The Domain Expert is responsible for supporting success through end-to-end GTM within the Tax and Trade solution area. This expert would support the GRC, GTS, and … more
