- H&R Block (Portland, OR)
- **557640BR** **Title:** Client Advisor - Small Business and Tax **Our Company** **:** Applies principles of accounting to analyze financial information and ... Accounting Principles + 5 years Minimum related work experience **Posting Title:** Client Advisor - Small Business and Tax **Job Family:** Small… more
- H&R Block (Banks, OR)
- …Excel including ability to use macros, pivot tables, and query **Posting Title:** Associate Client Advisor - Small Business and Tax **Sponsored Job:** ... **554949BR** **Title:** Associate Client Advisor - Small Bus &...reports and prepares corporate entity and partnership returns. Prepares business income tax returns and statements for audits. Prepares,… more
- JPMorgan Chase (Portland, OR)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Bank of America (Portland, OR)
- …Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be ... Senior Financial Solutions Advisor -Northwest Region Vancouver, Washington;Shoreline, Washington; Redmond, Washington;...business that will give you a leg-up on client acquisition. + Robust marketing support to reach wider… more
- H&R Block (Portland, OR)
- …an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our ... **524721BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we...tools - (video conferencing, phone, chat, email)** + **Generate business growth, increase client retention, and offer… more
- ADP (Clackamas, OR)
- …decide for yourself. In this role, you will close sales and win new business within a defined territory. You'll attend our award-winning training program and join a ... sticking with the process through implementation until your new business is up and running on the solutions you...+ **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- JPMorgan Chase (Portland, OR)
- …Financial Advisor team, branch management, compliance and various other business units throughout the firm + Proactively supports firm and regional initiatives ... advisors the personalized service of a dedicated wealth management business and the global resources of one of the...and most respected financial firms in the world. Our small size and broad scope allow us to customize… more
- Raymond James Financial, Inc. (Lake Oswego, OR)
- …with servicing existing clients and prospecting for new clients. * Prepares various business summary reports and client -specific reporting as needed for review ... corporation, but with the tailored, attentive service of a small office." We believe our clients deserve exemplary service,...delivering it. As such, we are seeking a dynamic Client Associate who is a motivated, detail oriented and… more
- Umpqua Bank (Lake Oswego, OR)
- …Role:** Serves as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business and working with ... Client Solution Managers to deepen client relationships. Maintains a "trusted advisor " role,...by developing a clear and holistic understanding of the client 's or prospect's business and industry.Performs … more
- Umpqua Bank (Molalla, OR)
- …$60 million OR may manage smaller-sized store if successfully obtains and retains Small Business Advisor certification. Concentrates approximately 20 percent ... of time managing high value relationships. + Originates consumer and small business lending credits up to $250,000. + Implements sales and promotional programs… more
- Deloitte (Portland, OR)
- …and small group markets and/orstate Medicaid programs + Strong client presence with project management, presentation, and facilitation skills + Ability to ... + Strong oral and written communication skills + Ability to create and manage client relationships and develop business + Dedicated work ethic with a commitment… more
- Deloitte (Portland, OR)
- …+ Managing end to end implementations. + Developing statements of work and/or client proposals. + Identifying business opportunities to increase usability and ... The Team ~ The Finance & Enterprise Performance Offering partners as a trusted advisor to CFOs, COOs, CIOs, and key executives. We advise, implement and deliver as… more
- Deloitte (Portland, OR)
- Deloitte Consulting's Human Capital practice is a leading global advisor and implementation partner working with companies, governments, and organizations around the ... impact by focusing on challenges at the intersection of business and people. Recruiting for this role ends on... orientation. Other responsibilities include: + Individual medical and small group health care reform modeling for health plans… more
- Deloitte (Portland, OR)
- …advisory services with clients in more than 20 industries. We provide powerful business solutions to some of the world's most well-known and respected companies, ... and treasury technology solution delivery. This position will focus on business opportunities, growing the practice and strengthening the existing client… more
- ADP (Clackamas, OR)
- ADP is hiring a Sales Representative, Small Business Services. Are you ready to build a rewarding future? Uncapped commissions, lavish incentive trips, and ... Daily, you will cultivate relationships, set appointments, gather leads from established business partners, assess client or prospect needs to present the… more
- H&R Block (Portland, OR)
- …experience. Work Experience: + 5 years Minimum related work experience **Posting Title:** Associate Block Advisors Office Manager **Job Family:** Small Business ... Block Advisors Office(s). Lead office in delivering an outstanding client experience and achieving all office related growth objectives....objectives. Assist in integration of the firm to Block Advisor 's platforms. **Day to day, you'll ** + Manage… more