- Hired by Matrix (Jersey City, NJ)
- … client is hiring a Tax Reporting Associate !What You'll Do: The Client Tax Associate position is required to perform numerous data reviews, tax ... of this position is to support all aspects of tax filings in global markets for Stock Plan/Retirements business...and confirm successful submissions per jurisdiction Ensure that all tax filings and reporting for Corporate Clients and Shareworks… more
- SNI Financial (Houston, TX)
- TAX ASSOCIATE - REMOTE Join a...answering investor questions, etc. to support the firm's anchor client Big 4 or Tier 2 public accounting preferred ... and strong partnership tax skills Amazing culture with team events throughout the year and great hours Top of the line perks and benefits as well as a strong… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …to individual, corporate, and institutional clients through multiple integrated businesses. The Client Services Associate is responsible for providing high level ... distribution channels. The incumbent will support a large team of client facing individuals (Wealth Advisors, Investment Advisors, Financial Planners, Managers) to… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …to completion, check all asset information for accuracy (cost basis, acquisition date, tax lots, etc.).Provide client servicing support to Wealth Director, Head ... name, it's our mission and our purpose. The Financial Associate will be responsible for for providing high level...and Vendors. The incumbent will support a team of client facing individuals (Wealth Director, Head of Retirement Services,… more
- CornerStone Staffing (Irving, TX)
- Now hiring an Operations Associate to assist with review of Financial Documents! Apply Today! Job Title: Operations Associate Pay: $19/hr Schedule: Flexible to ... between 7AM - 7PM Location: Irving, TX Job overview: Deliver exceptional client service in a high-volume production environment Manage assigned processes and… more
- ICONMA (St. Petersburg, FL)
- Process 35-50 accounts per day or 80-100 tax loss forms per day. Performs a variety of operational procedures within the department, which may include new fee based ... incoming mail and documents. Requirements: At least 1-2 years of recent client services / customer service experience. Basic math skills. Proficient with Microsoft… more
- Fidelity TalentSource LLC (Edina, MN)
- …management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate ... and cash flow needs through a sound and efficient savings, investment, and tax strategy. The Expertise\u00A0We re Looking ForSeries 7, 63, 65, 66 required prior… more
- CRG (Cornelius, NC)
- …a CPA firm in Cornelius, NC. The ideal candidate will have a background in tax and general ledger management, with the ability to handle a variety of accounting ... team at a CPA firm, apply today! About Our Client : This long-standing CPA firm is one of the...service, and committed staff. The team provides services including tax consulting, business start-ups, and compliance and has dedicated… more
- Fidelity TalentSource LLC (Fairfield, CT)
- Job Description:For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal ... highest level of customer service to Fidelity s most sophisticated and most valued client . Through frequent communication and teamwork, you are a key player on the… more
- Hired by Matrix (Jersey City, NJ)
- …issues and document the resolution process. Validate data integrity is maintained in client facing displays. What You'll Bring: Associate 's or Bachelor's Degree ... by joining a global financial institution? If so, our client is hiring a Retirement Operations Analyst! What You'll...requests to move money out of retirement accounts. Understand tax implications of transactions in and out of different… more
- Fidelity TalentSource LLC (Greenwood Village, CO)
- …techniques, and technology to scale our investment processes across both taxable and tax qualified portfolios with a mix of single and multi-asset class strategies, ... part of a dynamic group, tasked with developing innovative ways to manage client portfolios at scale. You will work collaboratively within the Systematic Portfolio… more
- Fidelity TalentSource LLC (Millburn, NJ)
- …of financial planning experience, 5+ years preferredProven track record of high client happiness and dedication (eg high NPS, retention, etc.)Proven track record of ... implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …to live in the Knoxville, TN area, as you will be working on local client campuses 4-5 days a week. The RoleThe Workplace Financial Consultant (WFC), part of ... & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant… more
- Fidelity TalentSource LLC (Boston, MA)
- …and development of investment methodologies that enable SAI to manage personalized client portfolios at scale.\u00A0 The team focuses on using quantitative portfolio ... to implement new investment ideas and capabilities in millions of client accounts, bridging product development, fundamental and quantitative research, investment… more
- eXcell (Tomball, TX)
- …eXcell!We are currently seeking a qualified Level 2 Desktop Support to join our client 's team for an onsite position in Tomball, TX. This resource will be expected ... Provide solutions in a timely fashion for issues that may arise with all client applications Log and track support calls in client Incident Management system,… more
- eXcell (Chandler, AZ)
- …of choice for contractors! Join eXcell and enjoy our generous employee benefits!Our client is currently seeking a Level 4 Networking Technician to join their team ... Ensuring ticketed requests are assigned, communicated, and addressed within client SLA Performing quality evaluation, diagnosing, troubleshooting of cabling systems,… more
- Fidelity TalentSource LLC (Westlake, TX)
- …efficient contract processes in support of Fidelity's defined contribution, defined benefit, tax exempt and health & welfare practices. In addition, the Contracts ... clients. We are part of the larger Workplace Investing Organization. We are client -facing associates who partner closely with the business and internal legal teams… more
- Russell Tobin & Associates (Maplewood, MN)
- What are we looking for in our Finance Clerk (REMOTE)? Our client , an American multinational conglomerate operating in the fields of industry, worker safety, ... healthcare, and consumer goods, is seeking a Finance Associate on a fully remote basis. CONTRACT W2 Pay...such as incorrect quantity, incorrect product, delivery, pricing, and tax , among others. Analyze and work to identify payment… more
- eXcell (Hillsboro, OR)
- …of choice for contractors! Join eXcell and enjoy our generous employee benefits!Our client is currently seeking a Level 3 Networking Technician to join their team ... and testing connectivity after installation and configuration Skills and Qualifications: Associate or bachelor's degree or foreign equivalent required from an… more
- Fidelity TalentSource LLC (Westlake, TX)
- …operational due diligence reports, and documentation. Collaborate with internal legal and tax teams as needed to support a transaction.Provide in-depth analysis of ... in an investments role with demonstrated ability to gain client trust.MBA or graduate degree in finance, economics, or...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
