- 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 ... been designed to allow colleagues to progress through the salary range over time as they progress in their...US Wealth Trust Officers and Investment Advisors to obtain tax information, prepare and file applicable federal and state… more
- Brakes Plus (Littleton, CO)
- …have a positive experience at Brakes Plus. Job Description The Automotive Service Advisor , reporting to the Store Manager, will be responsible for setting the ... customers and team members Minimum of 2 years' experience in a Service Advisor /Writer role Proven track record of exceeding business objectives Ability to work… more
- EY (Chicago, IL)
- …EY and help to build a better working world. Handling multi-state sales/use tax recovery projects for large, sophisticated organizations takes more than just a ... technical understanding of current sales and use tax rules. As a Sales and Use ...law changes, to maintain your credibility as a trusted advisor *Developing clear, intelligent plans and approaches for sales… more
- Northwestern Mutual (New York, NY)
- Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through ... financial planning. On your path to becoming a financial advisor , you start as a financial representative focused on...As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance… more
- Edward Jones (Carlsbad, CA)
- …Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program1. Salary for the first five years ... new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered… 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 ... Job Description Job Title: Senior Tax Manager - Public Accounting Firm (Multiple Ohio...Permanent Location: Multiple Offices Across Ohio (Hybrid/Flexible Work Environment) Salary : Competitive, DOE ($150K-$200K range) + Bonus + Full… more
- EY (New York, NY)
- …EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery ... EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the...as high-profile individuals/families. That will make you a trusted advisor and role model for your clients and our… more
- Whittier Trust (Los Angeles, CA)
- …The position offers a competitive compensation package including base salary , performance bonus, equity consideration, excellent medical, and retirement plans. ... is a top priority. Coordinate closely with other company departments ( tax , insurance, operations, real estate, investment, and foundations) regarding client matters.… more
- Allworth Financial (Folsom, CA)
- …is a high growth, private equity backed, multi branch Registered Investment Advisor . Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, ... 40 RIA in 2022. SUMMARY: We're currently seeking a Tax Manager for our Folsom, CA, Vancouver, WA or...are located near one of our offices. The base salary range for this role is $100,000-$150,000 per year… more
- Experis (Houston, TX)
- …mindset which will align successfully in the organization. Job Title: Tax Manager Location: Houston, TX (onsite) Salary Range: $109,000-$150,000/yr. ... compliance with internal controls. Act as a company advocate and advisor in substantive areas of tax law, managing audit defense of tax positions taken.… 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: ... required. A valid Driver's License is required. Compensation: The salary amount for this role is $110,000, plus a...advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services… more
- Aldrich (Brea, CA)
- …As a trusted advisor to our clients, you'll dive into intricate tax matters and offer strategic guidance with partner oversight and support. At Aldrich, we ... Full-time Description Aldrich CPAs and Advisors is looking for Tax Managers. These positions involve working closely with our...internal equity in all pay decisions. The current estimated salary range for this position is $130,000 - $175,000.… 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 ... flourished into the award-winning firm we are today. We specialize in Accounting, Tax Preparation, and Bookkeeping with 175+ people across the United States. With… more
- Ascend Partner Firms (San Jose, CA)
- …values-they're how we work every day? At PP&Co, we're not just looking for a tax expert-we're looking for a trusted advisor , a leader, and a collaborator. Who ... communication, timely service delivery, and project management. Serve as a trusted advisor by identifying tax risks, consulting opportunities, and offering… more
- Instead (Salt Lake City, UT)
- Account Executive | Tax & Accounting Channel 40-60K Base 100k-140k OTE | Lehi, Utah About Instead Instead is a tax platform designed to help taxpayers and tax ... professionals collaborate to save money on taxes and file tax returns. As the first company in decades to...was a 2024 Innovation Award Finalist in CPA Practice Advisor . Instead's CEO, Andrew Argue, is a CPA and… more
- Minnesota State (Mankato, MN)
- …Closing Date (if designated). Working Title: Lead Financial Aid Advisor Institution: South Central College Classification Title: MnSCU Academic Professional ... Time: Full time Employment Condition: Unclassified - Unlimited Academic Salary Range: $27.84 - $40.82 Job Description The primary...state and federal aid programs. 2) Lead Financial Aid Advisor Provide leadership and guidance to staff and work… more
- LPL Financial Holdings, Inc. (Fort Worth, TX)
- …allow you to support Financial Advisors with LPL Financial under our Employee Advisor Model. This role will support advisors within the credit union. This ... to clients and advisors on time sensitive activities - RMDs, distributions and tax forms Submit instructions for account activities on behalf of the advisor… more
- Fidelity Investments (Bellevue, WA)
- …a key player on the Wealth Management team as you directly support the Advisor 's efforts to increase and develop their business. The Skills You Bring Extraordinary ... to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax -free and deferred investments, trust and estate planning, as well as… more
- Edward Jones (Ellicott City, MD)
- …The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine ... transfers and other requests at the direction of the financial advisor . Process account transactions, prepare documentation, and maintain accurate client records.… more
- Cox Consulting Network (Houston, TX)
- …on for assistance and guidance. The ideal candidate will have strong tax experience, exceptional GAAP understanding and experience with family offices. If you're ... vendor and personal payments with accuracy and efficiency Ensure comprehensive tax strategies are in place across income streams, investment structures, charitable… more
