- Fidelity TalentSource LLC (Edina, MN)
- Job Description:The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies ... 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
- Wilmington Savings Fund Society (Wilmington, DE)
- …name, it's our mission and our purpose. The Senior Wealth and Trust Advisor is responsible for maintaining the ongoing relationships with clients and managing the ... company or law firm.Must have high level of technical knowledge of fiduciary, tax and estate planning concepts and a solid understanding of financial marketsStrong… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …Holdings Letters and concentrated stock position letters.Master the account opening process for all account types. Track account funding to completion, check ... all asset information for accuracy (cost basis, acquisition date, tax lots, etc.). Provide bill pay and cash movement...materials to the needs of the client and Wealth Advisor or Investment Advisor .Serve as first point… more
- Fidelity TalentSource LLC (Fairfield, CT)
- …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 BringExtraordinary ... to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax -free and deferred investments, trust and estate planning, as well as… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description:The DepartmentStrategic Advisers, LLC is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management ... Engineering and other research groups to enhance the existing portfolio construction process for both single and multi-account investment solutions across retail and… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …Investment Policy Statements and account opening paperwork. Master the account opening process for all account types. Be able to prepare account opening paperwork ... all asset information for accuracy (cost basis, acquisition date, tax lots, etc.).Provide client servicing support to Wealth Director,...needs of the client and Wealth Director or Investment Advisor .Serve as first point of contact for high net… more
- Fidelity TalentSource LLC (Westlake, TX)
- …problem-solving and decision-making skillsComfort with context switching across donors, advisor , prospect, reps and non-profitsAbility to roll up your sleeves ... and define a Minimum Viable ProductServe as Product Owner throughout agile process , ensuring user stories and business acceptance criteria meet business requirements… more
- Fidelity TalentSource LLC (Westlake, TX)
- …of established investment policies and guidelines.Support new and existing advisor and donor relationships though consultative and solution-oriented discussions with ... operational due diligence reports, and documentation. Collaborate with internal legal and tax teams as needed to support a transaction.Provide in-depth analysis of… more
- H&R Block (Lincolnwood, IL)
- …with tax team + Maintain effective control procedures over all aspects of the tax process + Manage and facilitate IRS income tax audits: preparing ... **554729BR** **Title:** Client Advisor -Small Business and Tax **What you'll...other business-related filings + Find and implement opportunities for process improvement in company tax procedures +… more
- H&R Block (Cincinnati, OH)
- **517569BR** **Title:** Lead Client Advisor -Small Business and Tax **What you'll do ** **:** Apply principles of accounting to analyze financial information and ... of the regulations, laws and acts that govern the process . Serve as business advisor to our...years Minimum related work experience **Posting Title:** Lead Client Advisor -Small Business and Tax **Sponsored Job:** \#indeedkm… more
- H&R Block (Naperville, IL)
- **516868BR** **Title:** Lead Client Advisor -Small Business and Tax **What you'll do ** **:** Apply principles of accounting to analyze financial information and ... of the regulations, laws and acts that govern the process . Serve as business advisor to our...macros, pivot tables, and query **Posting Title:** Lead Client Advisor -Small Business and Tax **Sponsored Job:** \#hrbjob… more
- H&R Block (Naperville, IL)
- **528214BR** **Title:** Associate Client Advisor -Small Bus & Tax **What you'll do ** **:** Applies principles of accounting to analyze financial information and ... process . **Day to day, you'll ** + Prepare tax statements, financial statements and BAS statements at required...macros, pivot tables, and query **Posting Title:** Associate Client Advisor , Small Business & Tax **Job Family:**… 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 ... process . **Day to day, you'll ** + Prepare tax statements, financial statements and BAS statements at required...macros, pivot tables, and query **Posting Title:** Associate Client Advisor -Small Bus & Tax **Sponsored Job:** \#indeedkm… more
- H&R Block (Novato, CA)
- **517548BR** **Title:** Associate Client Advisor -Small Bus & Tax **What you'll do ** **:** **What you'll do ** Apply principles of accounting to analyze ... process . **Day to Day, you'll ** + Prepare tax statements, financial statements and BAS statements at required...macros, pivot tables, and query **Posting Title:** Associate Client Advisor - Small Business & Tax **Sponsored… more
- Bill and Melinda Gates Foundation (Seattle, WA)
- …to provide innovative and scalable global business solutions in accounting, tax , payroll, treasury, procurement, and financial operations while safeguarding the ... to provide innovative and scalable global business solutions in accounting, tax , payroll, treasury, procurement, and financial operations while safeguarding 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 ... a difference. Join us! **Job Description:** Responsible for complex tax planning, forecasting, and/or advisory responsibilities. Activities include complying with… more
- Edward Jones (St. Louis, MO)
- …tax planning expert in partnership with the Senior Planner and Financial Advisor to uncover, understand, and articulate tax planning needs. **Responsibilities ... desire to be a part of the wealth management process ? Do people consider you a strategic thinker and...tax planning strategies for clients. Setting expectations with tax planning/legal service provider, client, financial advisor ,… more
- Emerson (St. Louis, MO)
- …to ensure compliance with tax legislation + Facilitate root cause analysis for tax issues & coordinate process gap addressment + Support Mobility team on ... taxation and payroll process considerations + Track and manage resolution of payroll...taxation for creation/maintenance of deduction and payment types + Advisor on payroll & payroll tax topics… more
- Capital One (Mclean, VA)
- … Tax Manager within our Federal Tax Planning team. This position will act as a tax advisor for our business units. In this role, you will be acting as a ... tax advisor who will be interacting and...tax advisor who will be interacting and partnering with business...as well as providing support in the ASC 740 process and federal tax audits + Provide… more
- Internal Revenue Service (Washington, DC)
- …The Deputy Chief Tax Compliance Officer for Strategy and Analytics serves as an advisor to the Chief Tax Compliance Officer (CTCO), to achieve the mission of ... new artificial intelligence (AI) technology. As the Deputy Chief Tax Compliance Officer for Strategy and Analytics you will...duties and responsibilities: Serving as an expert consultant and advisor to the CTCO and other top-ranking IRS and… more
