- Edward Jones (Scottsdale, AZ)
- …products and services, and ongoing reporting and support. **What you'll do:** The Senior Estate Planning Strategist leverages the extensive resources of our home ... to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted...in the following ways: + They serve as the Estate Planning expert in partnership with the Senior… more
- Edward Jones (Tempe, AZ)
- …our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan ... projects; demonstrating the ability to influence without authority with peers and senior leaders. + Manage, create, and ensure adherence to department written… more
- Edward Jones (Tempe, AZ)
- …+ CPA and/or CFP designation + Mastery of financial planning, investment strategies, tax planning, and estate planning. + Extensive experience dealing with high ... complex client needs and goals. **What you Will Do:** Senior Wealth Strategists leverage the extensive resources of our...serving their clients with complex needs, particularly related to tax planning. This position is critical in serving as… more
- KPMG (Tempe, AZ)
- **Business Title:** Tax Associate , Trust Tax | Multiple Locations Summer/Fall 2025 **Requisition Number:** 115792 - 5 **Function:** Tax Services **Area ... for as a firm. KPMG is currently seeking a Tax Associate for our Business Tax... tax -related questions and concerns + Collaborate with senior tax professionals to ensure compliance with… more
- Realtor (Scottsdale, AZ)
- …it better at Realtor.com(R). Join us** **and** **help change the world of real estate , one home at a time.** ** Senior Payroll Specialist** at **Realtor.com** ... Payroll Specialist and help change the world of real estate , one home at a time. The Senior...+ 4-6 years of progressive payroll experience required + Associate or bachelor's degree in business or accounting preferred… more
- Edward Jones (Scottsdale, AZ)
- …(HNW) team and other internal home office subject matter experts (ie- tax , estate , investment management, business owner, executive compensation, insurance) and ... the wealth management services that our clients need. The Senior Planner will serve as a conduit between the...of financial planning topics - goals planning, income planning, estate and tax planning, protection, etc. +… more
- Edward Jones (Tempe, AZ)
- …Could Set You Apart** : * Mastery of financial planning, investment strategies, tax planning, and estate planning. * Extensive experience dealing with high ... financial strategies to help clients reach their goals. **What you Will Do:** Senior Wealth Strategists leverage the extensive resources of our home office to… more
- Edward Jones (Scottsdale, AZ)
- …the Senior Planner and subject matter experts on the HNW team (ie, estate , tax , business owners, home office portfolio strategist. etc.) to create a ... the wealth management services that our clients need. The Associate Planner is responsible for leveraging the extensive resources...extensive resources of our home office to support our senior planner and financial advisors in serving HNW clients… more
- SitusAMC (Phoenix, AZ)
- …6+ years of industry and/or relevant experience, typically with 1+ years in a Senior Associate level role or external equivalent + Preferred experience in ... businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get...standards + Prepare outbound wires and manual checks for tax payments + Provide liaison support to the Cash… more
- SitusAMC (Phoenix, AZ)
- …of 6+ years of industry and/or relevant experience, typically with 1+ years in a Senior Associate level role or external equivalent. + A minimum of 5 years ... businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get...and ensure redundancy of processes. + Assist Accounting with tax questions associated with new licenses and renewal of… more