- Truist (Philadelphia, PA)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... in the community * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.… more
- Truist (Atlanta, GA)
- …Managers, Wealth Strategists, and external advisors to define and meet clients' tax , financial, estate planning, and banking goals and objectives. 4. Ensures trust ... proper memorialization of files in the iWork document imaging system and Advisor Desktop systems. 5. Coordinates annual Reg-9 administrative review resolution and… more
- Truist (Ormond Beach, FL)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement… more
- Truist (Miami, FL)
- …client segment definitions by facilitating the migration of clients to the appropriate Advisor on the team as well as makes referrals of new business opportunities ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Truist (Tampa, FL)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- USAA (Phoenix, AZ)
- …individual member needs. + Provides advanced retirement planning advice, tax -efficient distribution options, health expense budgets, insurance solutions, estate ... financial situation. + Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an… more
- CRC Insurance Services, Inc. (Fremont, CA)
- …enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax -advantaged savings accounts; and a 401(k) plan with company match. CRC Group ... Pay Transparency Nondiscrimination Provision E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify\_Participation\_Poster\_ES.pdf) Join… more
- Oracle (Juneau, AK)
- …customer product/application understanding through presentations demonstrations and benchmarks; provision of support throughout the sell. **Responsibilities** As a ... (Employee/Spouse/Child) 5. Health care and dependent care Flexible Spending Accounts 6. Pre- tax commuter and parking benefits 7. 401(k) Savings and Investment Plan… more
- Truist (Hendersonville, TN)
- …medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also ... is a Drug Free Workplace._** EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC\_KnowYourRights\_screen\_reader\_10\_20.pdf) Pay Transparency Nondiscrimination Provision … more
- Fiserv (Milwaukee, WI)
- …Experience implementing or leading tax technology transformations (eg, ONESOURCE conversions, tax provision automation). + Experience advising on tax ... and the impact of legislative and regulatory developments. + Serve as the primary advisor on domestic tax risks, opportunities, and forecasted impacts with an… more
- Xeris Pharmaceuticals, Inc. (Chicago, IL)
- …plays a critical role within the Accounting & Finance team and serves as a tax advisor to Xeris functions under the guidance of the Executive Director.The ... will be essential in overseeing tax compliance, preparation of the tax provision (ASC 740), and tax matters. **Responsibilities** + Preparation of… more
- Applied Materials (Austin, TX)
- …and US withholding tax returns + Assist in enhancing quarterly and annual tax provision process and US tax compliance including automation. Assist in ... developing processes that synergize tax provision and tax compliance...and following the prompts to speak to an HR Advisor . This contact is for accommodation requests only and… more
- Deloitte (New York, NY)
- …indirect tax . + Direct tax experience such as corporate income tax , tax provision , operational transfer pricing and state income taxation. This ... that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We… more
- Robert Half Finance & Accounting (Bettendorf, IA)
- …tax planning solutions to the table. Key Responsibilities Serve as a trusted tax advisor to a portfolio of high-quality clients across various industries. ... candidate is a strategic thinker, people-focused leader, and trusted advisor who thrives in a dynamic environment. You will...compliance software and tools, as well as annual income tax provision processes. Robert Half is the… more
- Diageo (NY)
- …accountable for the design and implementation of tax strategies, policies and the tax governance framework. It also includes the provision of tax support ... of key tax risks, compliance and reporting. Purpose: The Tax Director & Counsel is a strategic advisor to the tax team and our customers, ensuring… more
- Robert Half Finance & Accounting (Bee Cave, TX)
- …structures is highly desirable. + Proven experience with ASC 740 and income tax provision preparation. + Skills & Attributes: + Deep technical knowledge ... will report to senior finance leadership and serve as a key advisor on tax implications for strategic business decisions. Key Responsibilities Tax Compliance… more
- Cushman & Wakefield (Chicago, IL)
- …and local statutory requirements. + Lead the quarterly and annual global consolidated income tax provision process. + Identify, assess, and mitigate tax ... team, drive process improvements, and serve as a trusted advisor to senior leadership on all tax -related...trusted advisor to senior leadership on all tax -related matters. **Job Description** **Key Responsibilities** + Develop and… more
- GeoStabilization International (Westminster, CO)
- …alignment with corporate strategy and risk management goals. + Direct the tax accounting function, including ASC 740 provision calculations and reconciliations. ... best practices to enhance efficiency, accuracy, and scalability of tax workflows. + Serve as strategic advisor ...of tax workflows. + Serve as strategic advisor to operations leadership, providing clear, actionable guidance on… more
- Deloitte (Detroit, MI)
- …that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We ... portal, cloud for enterprise systems, agile resourcing models, risk, provision and compliance. Learn more about Deloitte Tax... provision and compliance. Learn more about Deloitte Tax Technology Consulting . The wage range for this… more
- Applied Materials (Austin, TX)
- …including preparing responses to audit queries + Assist in developing processes that synergize tax provision and tax compliance computations + Assist with ... various corporate government filings, including federal, state, and local tax returns, prepare and review tax workpapers,...and following the prompts to speak to an HR Advisor . This contact is for accommodation requests only and… more