- Fidelity TalentSource LLC (Fairfield, CT)
- …our clients and that's a key component to the role of the Wealth Management Planning Consultant . The Expertise We re Looking ForFINRA Series 7 & 63 licensed; ... dedicated team member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term objectives of our most… more
- Oracle (Juneau, AK)
- …cap of 112 hours.Paid parental leave.Adoption assistance.Employee Stock Purchase Plan. Financial planning and group legal.Voluntary benefits including auto, ... Oracle Principal Consultant - (CommunityWorks Pharmacy Consultant ) Juneau, Alaska...insurance and AD&D.Health care and dependent care Flexible Spending Accounts.Pre- tax commuter and parking benefits.401(k) Savings and Investment Plan… more
- Oracle (Juneau, AK)
- …each calendar year.Paid parental leave.Adoption assistance.Employee Stock Purchase Plan. Financial planning and group legal.Voluntary benefits including ... Oracle Principal Consultant - CommunityWorks Agile Delivery TeamLocation: Juneau, AlaskaAs...insurance and AD&D.Health care and dependent care Flexible Spending Accounts.Pre- tax commuter and parking benefits.401(k) Savings and Investment Plan… more
- Early Warning Services LLC (San Francisco, CA)
- At Early Warning, we've powered and protected the US financial system for over thirty years with cutting-edge solutions like Zelle, Paze, and so much more. As a ... in payments, we partner with thousands of institutions to increase access to financial services and protect transactions for hundreds of millions of consumers and… more
- Funders for LGBTQ Issues (San Francisco, CA)
- Job Title: Chief Financial Officer Reports to: President Team: Senior Management Team Status: 100% time, exempt ORGANIZATION BACKGROUND Horizons Foundation has been ... come true. With the transition from its long-time Chief Financial Officer, Horizons is now looking for its next...Finance Committee. Coordinate the annual audit and preparation of tax returns and staff the Audit Committee. Supervise the… more
- VA Department of Transportation (Richmond, VA)
- …findings to VDOT leadership and FHWA as required. Serve as an executive consultant to the districts in managing their program. Establish program and operational ... Business Enterprise Program (DBE), Title VI and other funded programs. Strategic financial leadership: Provide strategic input on financial issues and concerns… more
- Deloitte (Columbus, OH)
- Full-Time Tax Consultant (LLM) At Deloitte Tax , you will use your valuable education and degree in law to help clients analyze the tax effect of complex ... for public and private companies. Responsibilities may include: + Assisting with strategic tax planning including researching tax law and drafting technical… more
- Deloitte (Columbus, OH)
- Full-Time Tax Consultant At Deloitte Tax , you will use your valuable education and degree in law to help clients analyze the tax effect of complex ... for public and private companies. Responsibilities may include: * Assisting with strategic tax planning including researching tax law and drafting technical… more
- Deloitte (Chicago, IL)
- Senior Consultant , Tax Technology Consulting - Legal Managed Services Would you enjoy being part of a team that helps multinational organizations transform their ... click "apply" now! Work you'll do As a Senior Consultant in TTC - Legal Managed Services (LMS), you...that enhance the core responsibilities of compliance, reporting and planning , while also positioning tax and legal… more
- Deloitte (San Jose, CA)
- Full-Time Tax Consultant At Deloitte Tax , you will use your valuable education and degree in law to help clients analyze the tax effect of complex ... private companies. Responsibilities may include: * Assisting with strategic tax planning including researching tax ...knowledge and experience to help clients navigate past complex tax and financial reporting issues. We offer… more
- Internal Revenue Service (Raleigh, NC)
- …Communications (SPEC) Mission Statement: Assist taxpayers in satisfying their tax responsibilities by building and maintaining partnerships with key stakeholders, ... establishing relationships with partners and volunteers through the Volunteer Income Tax Assistance (VITA) program. VITA is an IRS-sponsored program that provides… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Lead Business Execution Consultant to join its Tax Utility team. Learn more about the career areas and business ... divisions at wellsfargojobs.com. This team owns systems around tax reporting. The selected individual will be responsible for writing requirements, user testing,… more
- Deloitte (Columbus, OH)
- …findings into actionable solutions. During your internship, you will assist with strategic tax planning , including researching tax law and drafting technical ... specialized knowledge and experience to help clients navigate past complex tax and financial reporting issues. We offer deep insights into their business… more
- Deloitte (Columbus, OH)
- …findings into actionable solutions. During your internship, you will assist with strategic tax planning , including researching tax law and drafting technical ... specialized knowledge and experience to help clients navigate past complex tax and financial reporting issues. We offer deep insights into their business… more
- Deloitte (Dallas, TX)
- Are you an experienced advocate with an interest in resolving federal tax controversies? Would you like to assist in resolving federal tax controversies ... on behalf of your clients with respect to complex tax issues? Do you have a passion for applying...will include: + Pre-examination audit readiness analysis + Examination planning and representation + IRS Appeals representation + Drafting… more
- Raymond James Financial, Inc. (Chicago, IL)
- …to serve as a resource to Financial Advisors and clients regarding overall financial planning issues which may include portfolio design, income tax ... document reviews; analyzes client information and situations across the financial planning spectrum to develop plan *...to clients, including but not limited to basic income tax questions and other legal issues requesting guidance when… more
- Raymond James Financial, Inc. (Florence, SC)
- …serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax ... document reviews; analyzes client information and situations across the financial planning spectrum to develop plan *...client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when… more
- Huntington National Bank (Columbus, OH)
- …and planning issues for client proposals and presentations. + Deliver financial planning education to advisors and partners. Develop advisors' understanding ... of the value of financial planning . + Introduce practice management techniques to enhance advisors' planning and advisory books of business. + Build… more
- Truist (Atlanta, GA)
- …Wealth Management and the Legal, Medical, Sports and Entertainment Groups. The Business Planning consultant works within a team of one or more wealth ... term (1 year) and long term (3 year) strategies to meet and exceed Truist financial goals and grow each business in existing and new markets + Active financial… more
- TIAA (Houston, TX)
- The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial ... job covers institutions aligned to regional structures and offers financial planning advice via in person, phone...execute transaction and service requests. + Utilizes knowledge of tax and investment strategies to inform financial … more
