- Robert Half Finance & Accounting (Mountain View, CA)
- …via email or LinkedIn for additional information or questions. Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing They're ... and a clear career path to becoming a Lead Advisor . Enjoy bonuses and a lucrative Profit Sharing program....and analyze client financial information. + Develop financial plans, investment policies, and portfolio reports. + Implement and monitor… more
- ASM Global (Pensacola, FL)
- Position: Box Office Assistant Manager Department: Finance Reports To: Box Office Manager FLSA Status: Full-Time, Salary, Exempt LEGENDS & ASM GLOBAL Two ... in working with event pro m oter and approp ria te personnel to establish ticket pricing and seating...address complaints and resolve problems + Assume Box Office Manager duties in the absence of the Box Office… more
- Charles Schwab (Sacramento, CA)
- … Advisor Services Sales organization to deliver quality consulting to our prospective registered investment advisor ( RIA ) clients. These consulting ... **Your opportunity** Schwab Advisor Services (AS), a division of Charles Schwab...custody, trading, technology, and practice management services to independent registered investment advisors (RIAs). RIAs choose independence… more
- Charles Schwab (Sacramento, CA)
- …problem solving, helping us " challenge the status quo " and transform the finance industry together. Schwab Advisor Services, the industry leader of custodial, ... operational, trading, product, and technology solutions for independent fee-based investment advisors (RIAs) is seeking an innovative, results-driven individual to… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** You will be a part of Schwab Advisor Services' Business Consulting and Educations (BCE) team. The BCE team creates and delivers high-quality, ... to make the transition to independence by becoming an RIA and starting their own firms. While the move...understanding of the independent advisory landscape + Have a business/ finance degree and/or a clear understanding of business fundamentals… more
- Robert Half Finance & Accounting (Lakewood, CO)
- Description We are looking for a State and Local Tax Manager to join our dynamic public accounting firm in Lakewood, Colorado. In this role, you will lead client ... expansion activities Requirements Requirements: + Degree in Accounting of Finance . + CPA required (I would try CPA candidate)...+ Proficiency with tax software (eg, GoSystems, ProSystems Fx, RIA /CCH, Avalara, other) Nice to have: + Big Four… more
- EchoStar (Englewood, CO)
- …include Boost Mobile, DISH TV, Gen Mobile, Hughes and Sling TV. **Department Summary** Our investment in the future needs those with an eye on the bottom line, and ... explore diverse business lines, gaining hands-on experience in various facets of finance , including accounting, audit and supply chain management. **Job Duties and… more
- CGI Technologies and Solutions, Inc. (Smithfield, RI)
- …investment business; familiarity with advisor clients, broker-dealers (BD), and registered investment advisors ( RIA ) preferred. . Hands-on experience ... **Technical Product Manager ** **Category:** Business Analysis (functional and technical) **Main...data pipelines to enable accurate sales compensation and financial investment reporting. You will drive data capabilities that enhance… more
- Deloitte (San Jose, CA)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... on May 31st 2026. Work you'll do: As a Manager , you will identify eligible federal C&I generating activities...for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a… more
- Deloitte (Los Angeles, CA)
- …for this role ends on June 1, 2026 Work you'll do: As a Manager within the Sustainability: Renewable Energy practice, you will advise clients on tax issues ... to identify process improvements and opportunities for new services. The Manager will ensure accurate, timely completion of deliverables. The ideal candidate… more
- Deloitte (Los Angeles, CA)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... on May 31st 2026. Work you'll do: As a Manager within the Sustainability: Gi3 practice, you will advise...45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax… more
- Insight Global (Chatham, NJ)
- …relationships. As the primary contact for all service-related needs of a RIA firm, the Relationship Manager ensures exceptional service delivery. Additionally, ... Job Description The Relationship Manager is a client-facing position dedicated to maintaining, deepening, and enriching client… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …career move. About the Role We are seeking an experienced Accounting/Tax Manager to support a sophisticated family office environment. This role oversees ... comprehensive accounting, reporting, investment , compliance, and tax activities across multiple entities. The...Compliance & Risk Management + Ensure compliance with SEC, RIA , and federal/state/local requirements. + Oversee tax filings, payments,… more
- Citizens (Charlotte, NC)
- Description As the Wealth Operations Group Manager - Performance Reporting you are responsible for overseeing and managing the operations of the Wealth Management ... mitigate operational risk. Qualifications Required + Completed Bachelor's degree in Finance , Business Administration, Accounting, or a related discipline. + Minimum… more
- Cherry Bekaert (Spring, TX)
- **Description** As a Senior Manager in our International Tax Services Group (ITAX), you will play a pivotal role in delivering innovative global tax solutions to our ... structuring of international transactions, use of tax treaties, offshore investment activities, and repatriation programs. + Structure inbound investments for… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- Description Our successful Robert Half client is seeking an experienced Tax Manager to join their growing organization. This role is working on very interesting Tax ... for client and related entities) -Research technical tax issues (eg Tax Code, RIA ) and assist client service team in forming conclusions related to complex tax… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Utilization of the OneSource Tax Software. + Principles of banking, finance and securities industry operations. **Skill in** + Efficient utilization of OneSource ... tax software suite, RIA Checkpoint, Oracle and Hyperion financial accounting and reporting...**Educational/Previous Experience Requirements** + Bachelor's Degree in Accounting or Finance and a minimum of five (5) years' experience… more
- Wipfli LLP (Chicago, IL)
- …tax consulting and client relationship management + Bachelor's degree in accounting, finance , or related field + CPA license + Experience managing multiple client ... Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software ( RIA ), and Go File Room is strongly desired Amanda Feltner, from… more
- Wipfli LLP (Wausau, WI)
- …tax consulting and client relationship management + Bachelor's degree in accounting, finance , or related field + CPA license + Experience managing multiple client ... Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software ( RIA ), and Go File Room is strongly desired Amanda Feltner, from… more
- Hilton (Hagatna, GU)
- …in Memphis, TN or Remote\*\*\*_ This is your chance to be part of a Finance Team that is a critical business partner that manages all global activities related to ... As a Senior Tax Analyst on the Tax Operations team reporting to Tax Operations Manager , you will focus on the preparation, analyzation, and review of the federal and… more