- TD Bank Group (Manchester, NH)
- …Line of Business: TD Wealth Job Description: The Private Client Service (PCS) Income Tax Advisor is responsible for timely and effective fiduciary income tax ... below 1+ years of related experience; experience preparing income tax returns for trusts and estates preferred ...income tax returns for trusts and estates preferred Basic knowledge of federal and state fiduciary income… more
- Asbury Automotive Group (Brandon, FL)
- …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 - Courtesy CJDR , you will have the opportunity...leave) Paid Parental Leave Health savings Flex spending accounts ( tax free) Short-term and Long-term disability plans Life Insurance… more
- BDO USA (New York, NY)
- …with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred Experience with tax research databases such as BNA and RIA ... use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages...Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers, preferred Language : N/A Other… more
- Deloitte (Atlanta, GA)
- …attorney Enrolled Agent Certifications: Project Management Professional (PMP) Chartered Financial Advisor (CFA) Preferred : Advanced degree such as MST or ... Do you have excellent tax compliance skills and a strong desire to...Do you like working to help companies achieve their tax objectives and their individual risk profiles? Do you… more
- Edward Jones (Carlsbad, 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
- Gpac (Cleveland, OH)
- …firm strategy, client growth, and internal process improvements Act as a trusted advisor to clients on tax strategies and business decisions Required ... Qualifications: CPA license preferred Minimum 5+ years of public accounting tax experience Proven leadership and team management experience Strong knowledge of… more
- LaSalle Investment Management (Chicago, IL)
- …and storage processes for JLLIPT. Assist in the management of third party tax advisor relationships to provide oversight and quality assurance. Qualifications, ... experience in industry or public accounting. Real estate, REIT, individual and partnership tax compliance experience preferred IRC Section 1031 and 721 knowledge… more
- Cetera Financial Group, Inc. (Detroit, MI)
- …array of solutions to offer clients, a few would include: Various Tax -Smart Strategies Financial Planning Retirement Planning Insurance Options What you will do: ... internet, required. Experience with a financial planning software program(s) preferred . Certifications, Licenses, Registrations: Required: FINRA Series 7/66, or… more
- CBIZ, Inc. (Houston, TX)
- …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 clients… 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 insights and actionable solutions to help clients anticipate what's… more
- Truist (Germantown, TN)
- …offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax - preferred savings accounts, and a 401k plan to teammates. ... management skills. 6. Competent skills in Microsoft Office software products. Preferred Qualifications: 1. Banking experience 2. Additional credentials such as the… more
- Cox Consulting Network (Houston, TX)
- …or higher degree in Accounting CPA certification Minimum 8 years' experience, with tax expertise preferred Solid understanding of US GAAP, accounting processes ... on for assistance and guidance. The ideal candidate will have strong tax experience, exceptional GAAP understanding and experience with family offices. If you're… more
- Asbury Automotive Group (Frisco, TX)
- …all work performed and recommended on assigned repair order Communicate with service advisor when additional work is needed or if repairs cannot be completed within ... all customer vehicles, property and information ASE certifications heavily preferred Manufacturer certifications heavily preferred Previous automotive technician… more
- Asbury Automotive Group (Golden, CO)
- …all work performed and recommended on assigned repair order Communicate with service advisor when additional work is needed or if repairs cannot be completed within ... safeguarding all customer vehicles, property and information ASE certifications heavily preferred - Manufacturer certifications heavily preferred - Previous… more
- Pilot (San Francisco, CA)
- …of high-growth startup founders from different industries and stages as their trusted advisor and hands-on strategic finance consultant. As a Manager on the CFO ... part of the world's preeminent financial services tech-enabled firm - a trusted advisor for our clients on their most important financial and business decisions… more
- Advisor Employee Services (Winter Garden, FL)
- …beneficiary changes, account access, death claims, account information requests, tax document requests) Assist Operations department with RMD's Supports Operations ... Education: A bachelor's degree and/or related work experience is preferred Ideally 0-4 years of experience in a client...Paid time off Retirement plan Tuition allowance Presented by Advisor Employee Services Thank you for your interest in… more
- Westwood Holdings Group (Houston, TX)
- …research; actively participate in investment committee discussions. Incorporate tax , estate, and philanthropic considerations into portfolio strategies, ... Required Bachelor's degree in finance, economics, or a related field, MBA preferred . Licenses/Certifications Required CFA or CFP preferred . Minimum Specific… more
- STARFISH FAMILY SERVICES INC (Inkster, MI)
- …Public Accountant (CPA) or Certified Management Accountant (CMA) designation is preferred . DUTIES & RESPONSIBILITIES: Financial Strategy & Planning: Collaborate with ... insurance and risk mitigation plans. Ensure compliance with nonprofit tax reporting (eg, IRS Form 990) and any other...proper training and professional development. Act as a strategic advisor to the CEO and senior leadership team on… more
- Northwestern Mutual (Princeton, NJ)
- …students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this ... internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus… more
- East Coast Facilities, Inc. (Allentown, PA)
- …over $70 million in annual revenue. This executive will serve as a trusted advisor to the CEO and Family, leading all aspects of financial planning, budgeting, ... Management Oversee financial operations, including accounting, financial reporting, treasury, tax , budgeting, and audit. Ensure timely and accurate preparation of… more
