- H&R Block (Sylvania, OH)
- **524603BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is ... grow stronger every year. Joining **Block Advisors** as a ** Tax Advisor ** means you'll serve clients with...business tax returns** + **Experience conducting virtual tax interviews** + ** Sales and/or marketing experience**… more
- H&R Block (San Mateo, CA)
- **524375BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is ... grow stronger every year. Joining **Block Advisors** as a ** Tax Advisor ** means you'll serve clients with...business tax returns + Experience conducting virtual tax interviews + Sales and/or marketing experience… more
- H&R Block (Park Ridge, IL)
- **517563BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is ... grow stronger every year. Joining **Block Advisors** as a ** Tax Advisor ** means you'll serve clients with...+ Experience conducting virtual tax interviews + Tax planning and audit support experience + Sales… 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 ... gift tax (709) and foundation (990) returns, along with payroll, sales tax , and foreign asset reporting. + Respond to client inquiries related to retirement… more
- Robert Half Finance & Accounting (The Woodlands, TX)
- …that will provide a critical infrastructure piece to the company. This Role is a Sales and Use Tax role, Candidate must have Upstream Oil and Gas Experience, ... 5 plus year's Sales and Use Tax , Property Tax a plus, experience with an oil and gas software and the ability to bring a collaborative approach accounting… more
- Citizens (Boston, MA)
- …information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible ... market conditions and the client's circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales... Advisor strives to meet and exceed identified sales goals. The Virtual Financial Advisor will… more
- City of New York (New York, NY)
- …administered by New York City. The division conducts audits related to corporate, personal, sales , and use taxes. City tax auditors conduct audits of selected ... DOF is seeking an experienced legal professional to serve as Senior Legal Advisor of Tax Audit Resolution in direct support of tax audit operations.… more
- Hendrick Automotive Company (Austin, TX)
- …+ Suggests optional equipment for customer to purchase. + Computes and quotes sales price, including tax , trade-in allowance, and discount. + Completes paperwork ... Duties and Responsibilities include the following: + Meets dealership sales goals. + Greets customer and determines make, type,...accompanying vehicle sales , including but not limited to, preparing … more
- Edward Jones (Las Vegas, NV)
- …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
- 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
- Regions Bank (Orlando, FL)
- …participating in sales presentations. In addition to client acquisition, the Advisor is responsible for retaining and providing advisory services and support to ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and… more
- Bank of America (Las Vegas, NV)
- Wealth Strategies Advisor Las Vegas, Nevada **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... is responsible for serving as a specialized resource for Advisor teams who are interested in wealth planning services...as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling,… more
- Atria Wealth Solutions (Pembroke Pines, FL)
- …Financial Services, LP (CFS) We Florida Financial Credit Union is seeking a Financial Advisor to join their team and provide investment and insurance services to its ... there is an exciting opportunity for an experienced Financial Advisor to join the investment program and take an...financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments.… more
- Truist (Dallas, TX)
- …the following job description:** The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment including PEPs, ... firms, managing a portfolio of approximately 25-50 clients. A IWM Wealth Advisor 3 develops and maintains a portfolio of important revenue generating client… more
- Truist (Richmond, VA)
- …dedicated localized supervisor for assigned group of high performing Wealth Brokerage advisor teams and primary point of contact for Central Supervision Group (CSG) ... for open risk, audit, and regulatory issues. + Primary reviewer of advisor Regulation Best Interest documentation as it pertains to solicited transactions and… more
- Truist (Mclean, VA)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...met where needed * 8 or more years of sales and client management experience in Wealth Management and… more
- Truist (Boston, MA)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...met where needed + 8 or more years of sales and client management experience in Wealth Management and… more
- Fifth Third Bank, NA (Louisville, KY)
- …knowledge of trust administration, estate planning strategies, and income and estate tax matters Senior Trust Advisor LOCATION -- Louisville, Kentucky 40202 ... Fifth Third Bank. GENERAL FUNCTION: + Serve as Trust Advisor for clients with more than $5MM in investable...(eg estate planning and probate, estate, gift and income tax planning, guardianships, special needs trust, state-specific laws) +… more
- Truist (Nashville, TN)
- …segment definitions by facilitating the migration of clients to the appropriate Client Advisor on the team as well as makes referrals of new business opportunities ... the essential functions. + Bachelor's Degree + 10 or more years of sales , lending or relationship management experience in the financial services industry + FINRA:… more
- JPMorgan Chase (Miami, FL)
- …with the opportunity to take your career to the next level. As a Wealth Advisor in the International Private Bank, you will help ensure that our clients' estate, ... income, tax , philanthropic, and other planning needs are identified and...wealth and objectives. **Job Responsibilities** + Serve as an advisor to clients on personal planning matters + Identify… more