- Advisor Employee Services (Spring, TX)
- Job Title: Tax Advisor Location: The Woodlands, TX Company: Magnolia Wealth About Us: Magnolia Wealth is a full-service wealth management firm in The Woodlands, ... Summary: We are currently seeking a skilled and diligent Tax Advisor to play a key role...*CPA (Certified Public Accountant) or EA (Enrolled Agent) designation preferred *Proven experience in tax preparation and… more
- Cetera Financial Group, Inc. (Leawood, KS)
- …for advancement and success are limitless. TRPG is currently seeking to add a Tax Advisor (Certified Public Accountant) position to our team located in Leawood, ... will be hybrid remote and work in office. The Tax Advisor will have a degree in...taxes in a professional office environment Experience with individual Tax Returns preferred CPA designation strongly … more
- Asbury Automotive Group (Vienna, VA)
- …Must have great customer service, phone and computer skills Previous automotive Service Advisor experience heavily preferred Must be a minimum of eighteen years ... an innovator in the automotive industry? As a Service Advisor , you will have the opportunity to make a...leave) Paid Parental Leave Health savings Flex spending accounts ( tax free) Short-term and Long-term disability plans Life Insurance… more
- 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
- Robert W Baird & Co (Nashville, TN)
- The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or ... portfolio management and analysis and/or investment analysis. As an Associate Financial Advisor , you will: Operate within the team's client service and wealth… more
- Focus Partners Wealth (Menlo Park, CA)
- …Wealth seeks a motivated and qualified individual for the position of Associate Wealth Advisor . The Associate Wealth Advisor is an integral member of the ... firm todeliver exceptional advice and service to clients. The associate wealth advisor will support thefirm's Wealth Advisors and Lead Wealth Advisors by providing… more
- Robert W Baird & Co (Milwaukee, WI)
- …team designed to service clients that no longer fit the field's Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more ... team operates under a culture that promotes teamwork and communication. The CRT Advisor Associate will be working with Baird clients to ensure investments remain… 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...efforts of our experienced Investment Team, Financial Planning and Tax Specialists, Estate Planning, Portfolio Management, and Private Client… more
- Corebridge Financial (Linthicum Heights, MD)
- …in your community? Join Corebridge Financial. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our ... join our team. What you'll do as a Financial Advisor : Meet with existing and prospective clients to plan...our clients. High school diploma or GED, Bachelor's degree preferred Two plus years of experience working as a… more
- Edward Jones (Virginia Beach, VA)
- …If you're looking for a challenging and rewarding career , the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the ... our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities… more
- Suncoast Credit Union (Cape Coral, FL)
- …Year 10 | $300,000+ Region: Cape Coral & North Fort Myers The Financial Advisor works within an assigned region of credit union branches to acquire new member ... degree in business, finance, economics, or related field *Professional industry designation preferred (eg CFP, ChFC, CRPC, etc.) *Minimum of 5 years of financial… more
- Meaden & Moore (Cleveland, OH)
- …offices: Cleveland, Akron, or Wooster. The Tax Vice President is a personal tax specialist and advisor and is responsible for top level management of client ... and PowerPoint) and basic knowledge of operating systems. Experience in International Tax Planning and Compliance for individuals is preferred . Benefits and… more
- Meaden & Moore (Cleveland, OH)
- Tax Manager: Direct Tax (State and Local Tax Group) Department: Tax Employment Type: Full Time Location: Cleveland, OH Description Firm: Meaden & Moore ... focused our expertise and resources on providing superior accounting, tax , forensic, and consulting services to a wide array...talent, and invoicing. You will become a trusted business advisor to our clients focusing on audit representation, nexus… more
- Deloitte (Atlanta, GA)
- …Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner (CFP) Preferred : Advanced degree such as Masters of Tax , JD, and/or LLM ... Hedge funds-Are you passionate about financial products and understand tax planning and returns, identifying complex tax ...understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients,… more
- BGSF (Irving, TX)
- …maintaining a high level of service. Serve in a key role running tax related functions. Perform ad hoc financial analysis and actively contribute to project-based ... focus on accounting or finance required. Post graduate education preferred . CPA certification is strongly preferred . Big...graduate education preferred . CPA certification is strongly preferred . Big 4 or major regional firm experience … more
- MyEyeDr. (Bear, DE)
- …a customer facing or sales related position (Retail, Hospitality or Optical field preferred , but not required) A proactive approach to problem solving with an ... Participate in a comprehensive benefits package including medical and dental coverage, tax -free savings plans, life insurance and more Participate in our Vision… 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 ... Strong interpersonal and communication skills Attention to detail Proficiency with tax preparation and accounting software Preferred Qualifications Advanced… more
- Solid Rock Recruiting LLC (Kansas City, MO)
- … tax laws. Build and maintain strong client relationships, acting as a trusted advisor on tax -related matters. Mentor and develop junior tax staff, ... Tax Manager| Public Accounting Firm About the Firm:...Accounting, Finance, or a related field (Master's in Taxation preferred ). 5+ years of public accounting experience with a… more
- Allworth Financial (Folsom, CA)
- …review experience Proficiency in income tax planning and compliance Multi-state tax preparation/filing experience preferred Form 1041 Trust & Estate and Form ... Gift return experience Strong Excel and other software skills Intuit Lacerte tax software experience preferred Excellent oral and written communication skills… 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 ... Strong interpersonal and communication skills Attention to detail Proficiency with tax preparation and accounting software Preferred Qualifications Advanced… more
