- H&R Block (New York, NY)
- …build client relationships that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and ... an expert team, dedicated to providing you with advanced tax training you'll need to be successful. Block Advisors...Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with… more
- H&R Block (New York, NY)
- …relationships that will grow stronger every year. Joining H&R Block as a Remote Tax Professional means you'll serve clients with diverse tax needs and you'll ... an expert team, dedicated to providing you with advanced tax training you'll need to be successful. It would...CPA or Enrolled Agent certification + Experience completing complex tax returns + 5+ years of experience in accounting,… more
- H&R Block (East Windsor, NJ)
- …work, and play, our door is always open. A Typical Day At H&R Block, our Tax Advisors are trusted financial partners who guide clients through their tax journey ... feeling confident, informed, and cared for. You'll deliver accurate, personalized tax advice while building long-term relationships rooted in trust. Your ability… more
- SAP (New York, NY)
- …great benefits, and a team that wants you to grow and succeed. **Global Sub-Solution Advisor GRC, GTS, Tax ** **SAP Finance & Quote to Cash, Chief Revenue ... responsible for supporting success through end-to-end GTM within the Tax and Trade solution area. This expert would support...area. This expert would support the GRC, GTS, and Tax sub-solution area leader with key elements across sales,… more
- H&R Block (New York, NY)
- …or finance What you'll bring to the team + Assist with the beginning of the tax interview by entering client and W-2 information into the tax program + Assist ... with the closing of the interview by assembling the tax return, obtaining required signatures, reviewing the finished product...and math skills required to begin and finish the tax return interview + Ability to communicate effectively in… more
- JPMorgan Chase (Jersey City, NJ)
- …Withholding tax matters. **Job summary:** As an Information Reporting & Withholding Advisor - Vice President within our Corporate Tax Division, you will have ... Join JP Morgan as an Information Reporting & Withholding Advisor - Vice President and be part of a team...advise JPMorgan's businesses on US Information Reporting and Withholding tax matters. This role provides a unique opportunity to… more
- H&R Block (New York, NY)
- …experience, providing white glove service, keen assessment skills to ensure proper selection of Tax Advisor match with new client, primary lead on reporting and ... and will host customer service training sessions with new Tax Advisors and Client Service Professionals (CSPs) to establish...Advisor (RIA) business. + Familiar with H&R Block's tax training library + Tax expertise is… more
- Deloitte (New York, NY)
- …that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We ... is one of the leading ERP technologies that is revolutionizing how tax is managed and how tax departments around the globe operate. If you are someone who… more
- Deloitte (New York, NY)
- …that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We ... is one of the leading ERP technologies that is revolutionizing how tax is managed and how tax departments around the globe operate. If you are someone who… more
- Robert Half Finance & Accounting (Monroe, NJ)
- …tax planning, estate strategies, and charitable giving. + Respond to client and advisor inquiries on tax , asset, and liability matters. + Collaborate with ... Health + 401k Responsibilities: + Prepare and file various tax returns (Individual, Partnership, S Corp, Gift, Private Foundation)....attorneys and employers on compensation, RSUs, and tax issues. + Oversee or prepare financial reports including… more
- Edward Jones (Westfield, NJ)
- …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
- KeyBank (New York, NY)
- …- Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank ... while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day… more
- JPMorgan Chase (New York, NY)
- …in the way that's best for them. As a Platform Solutions Internal Client Advisor within JP Morgan Asset Management's RIA channel, you will collaborate with our ... growth solutions for their practice. This includes portfolio construction and automated, Tax -Smart implementation capabilities of JP Morgan and 55ip. Your role will… more
- Bank of America (New York, NY)
- Direct Markets Coverage Brokerage Services Financial Advisor New York, New York **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Brokerage-Services-Financial- Advisor \_25035237) **Job Description:** Merrill Wealth Management is a leading… more
- Edward Jones (New York, NY)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...advisors. Edward Jones offers a 401k retirement plan, and tax -advantaged accounts: health savings account and flexible spending account.… more
- JPMorgan Chase (New York, NY)
- …you with the opportunity to take your career to the next level. As a Wealth Advisor in the US 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
- Nuveen Investments (New York, NY)
- **Wealth Advisor ** Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their ... that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client… more
- City of New York (New York, NY)
- …Clinics (BPHC) - Sexually Transmitted Infections (STI) is requesting to hire a Public Health Advisor I to work in the Sexual Health Clinics. The PH Advisor will ... defined benefit pension plan with steady monthly payments in retirement. oa tax -deferred savings program and oa robust Worksite Wellness Program that offers… more
- City of New York (New York, NY)
- …of PHL representative. PREFERRED SKILLS: Applicant MUST be a permanent Public Health Advisor or show proof of taking the recent Public Health Advisor ... defined benefit pension plan with steady monthly payments in retirement. oa tax -deferred savings program and oa robust Worksite Wellness Program that offers… more
- City of New York (New York, NY)
- …visits to families with newborns residing in shelters. The Public Health Advisor -II will collaborate with internal and external partners to navigate systems and ... defined benefit pension plan with steady monthly payments in retirement. oa tax -deferred savings program and oa robust Worksite Wellness Program that offers… more