- Bank of America (Charlotte, NC)
- Tax Advisor Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... to make a difference. Join us! **Job Description:** The Tax Advisor is responsible for overseeing complex...meet internal and external deadlines in a dynamic environment. ** Preferred Skills and Experience:** * CPA certification. * Experience… more
- H&R Block (Aurora, IL)
- **558055BR** **Title:** Associate Client Advisor -Small Bus & Tax **Our Company** **:** Applies principles of accounting to analyze financial information and ... **:** + Experience with PeopleSoft general ledger and query preferred + Strong knowledge of tax law...macros, pivot tables, and query **Posting Title:** Associate Client Advisor -Small Bus & Tax **Job Family:** Small… more
- H&R Block (Virginia Beach, VA)
- **531195BR** **Title:** Associate Client Advisor -Small Bus & Tax **What you'll do ** **:** Applies principles of accounting to analyze financial information and ... **:** + Experience with PeopleSoft general ledger and query preferred + Strong knowledge of tax law...macros, pivot tables, and query **Posting Title:** Associate Client Advisor -Small Bus & Tax **Job Family:** Small… more
- H&R Block (Cupertino, CA)
- **557326BR** **Title:** Associate Client Advisor -Small Bus & Tax **What you'll do ** **:** Applies principles of accounting to analyze financial information and ... **:** + Experience with PeopleSoft general ledger and query preferred + Strong knowledge of tax law...macros, pivot tables, and query **Posting Title:** Associate Client Advisor -Small Bus & Tax **Sponsored Job:** \#LI-KM2… more
- Robert Half Finance & Accounting (El Cerrito, CA)
- Description Ren Friedman is seeking a highly skilled and client-focused Senior Tax Advisor to join her clients dynamic and growing advisory team. This position ... is responsible for providing expert tax preparation, tax planning, and strategic advisory...degree in Finance, Business, Accounting, or a related field ( preferred ). 2-4 years of experience in a CPA firm… more
- Robert Half Finance & Accounting (Concord, MA)
- Description We are offering an exciting opportunity for a Tax Advisor in the Investment Management industry. This role is based in the Metro-West area, and ... Certified Public Accountant (CPA) or Enrolled Agent (EA) designation preferred * Previous experience in a tax ...designation preferred * Previous experience in a tax advisory role is desirable Robert Half is the… more
- Bank of America (Charlotte, NC)
- CFO Senior Tax Advisor - International Tax Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Analysis + Project Management + Reporting **Desired Skills:** + Master's in Tax degree preferred **Minimum Education Requirement:** Bachelor's degree in related… more
- Citigroup (Tampa, FL)
- As a Director- Tax Senior Group Manager within Citi's Tax Information Reporting (TIR) Advisory team, you will be responsible for reviewing, analyzing, and ... interpreting IRS, Treasury, and Local Tax Authorities regulations. You will also monitor new products for potential implications to the firm, conduct research, and… more
- Citizens (Boston, MA)
- …estate, and tax planning strategies. * Serve as a trusted advisor to clients, offering ongoing guidance and proactively addressing financial needs. Wealth ... focusing on each client's unique circumstances. The Ultra-High Net Worth (UHNW) Wealth Advisor will collaborate closely with a Senior Wealth Advisor to deliver… more
- PNC (Fort Lauderdale, FL)
- …have an opportunity to contribute to the company's success. As an Estate Settlement Advisor , you will work within the PNC Private Bank organization. You will be ... manager's discretion. Estate and Trust administrations are faced with intricate and complicated tax and legal matters. When PNC Bank, NA is a named corporate… more
- Truist (Orlando, FL)
- …offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax - preferred savings accounts, and a 401k plan to teammates. ... segment clients. Located within a virtual, the Wealth Private Advisor will act as the point of contact for...health. + Must be able to partner well internally Preferred Qualifications: + CFP, CFA, Master's Degree **General Description… more
- Rochester Institute of Technology (Rochester, NY)
- …such as tax and citizenship documentation. The Student Financial Aid Advisor works very closely with other administrative and academic departments to ensure ... **9365BR** **Position Title:** Student Financial Aid Advisor **Organization:** Office of Financial Aid and Scholarships **Job Responsibilities:** + Software… more
- Edward Jones (Seattle, WA)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your… more
- Edward Jones (Moab, UT)
- …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
- San Jose State University (San Jose, CA)
- …Aid Advisor Apply now (https://secure.dc4.pageuppeople.com/apply/873/gateway/default.aspx?c=apply&lJobID=535691&lJobSourceTypeID=837&sLanguage=en-us) Job no: 535691 ... Full Time, Student Services Job Summary The Financial Aid Advisor performs functions under the general supervision of the...that may be requested, including verification forms such as tax returns to complete the verification process + Counsels… more
- City of Boise (Boise, ID)
- Mayor's Housing Advisor Print (https://www.governmentjobs.com/careers/boiseid/jobs/newprint/4703567) Apply Mayor's Housing Advisor Salary $68,000.00 - ... us in a fulfilling role as the Mayor's Housing Advisor , where you'll lead strategic housing initiatives in close...operating vehicles safely and have an acceptable driving record. Preferred Knowledge, Experience, And Training Five years of work… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …Abrams is partnering with a client with an exciting opportunity for a Lead Advisor in the East Bay, Bay Area, California. The role involves providing comprehensive ... meet client objectives in areas such as Investment Management, Estate Planning, Tax Strategy, Risk Mitigation, and General Financial Planning. . Articulates our… more
- Atria Wealth Solutions (Marion, IN)
- …relationship with CUSO Financial Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area. Are you interested in ... a positive impact? Do you enjoy educating others? The Licensed Financial Advisor provides expertise on products and services to members and non-members regarding… more
- PNC (Louisville, KY)
- …have an opportunity to contribute to the company's success. As an Estate Settlement Advisor Sr. within PNC Private Bank organization, you will be based in our ... real estate and personal property, tangible and intangible; management of court filings, tax filings, and other legal documents as needed in the administration of an… more
- University of Pennsylvania (Philadelphia, PA)
- …and wellness programs and resources, and much more. Posted Job Title Academic Advisor & Program Manager, Research Experiences - Office of Academic Services - Penn ... Reporting to the Director of Student Success & Advising, the Academic Advisor and Program Manager of Research Experiences is a core OAS advising… more