- Creative Financial Staffing (Minneapolis, MN)
- Senior Tax Advisor - Currently 100% remote and will remain 100% remote - Corporate in MinnesotaWhy This Senior Tax Advisor opportunity?This ... have excellent benefits including a generous 401K match, tuition reimbursement and more. How the Senior Tax Advisor Will Make an Impact The Senior Tax… more
- Creative Financial Staffing (Tampa, FL)
- Senior Payroll Tax AccountantREMOTEOur client is seeking a Senior Payroll Tax Accountant. This is a specialized position, and the ideal candidate would ... benefits, and discretionary bonus Reports to Director of Payroll Tax Overview of the Senior Payroll ...Act as the primary point of contact and trusted advisor for clients and internal leaders Support and assist… more
- Creative Financial Staffing (Winter Garden, FL)
- Senior Tax Accountant - Hybrid Role!$85,000 - 110,000 Company Overview: This client is a thriving Certified Public Accountant (CPA) firm, specializing in ... solutions to a diverse client base. They are seeking an experienced and detail-oriented Senior Tax Accountant to join this team. This role offers an exciting… more
- Fidelity TalentSource LLC (Chicago, IL)
- Job Description:The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies ... and cash flow needs through a sound and efficient savings, investment, and tax strategy. The Expertise\u00A0We re Looking ForSeries 7, 63, 65, 66 required prior… more
- WSFS Bank (Berwyn, PA)
- …and brokerage servicesCall on prospective clients, as well as medical, legal, tax and other professional service providers to develop new relationships, retain ... decisions on loans and terms if within own lending limitsServe as Co- Advisor with in-house Investment Advisors to determine whether professional money management… more
- Fidelity TalentSource LLC (Durham, NC)
- …granting more than 2.3M grants totaling $11.8B in 2023 alone.NCS is seeking a senior executive to lead the fundraising and distribution function and be a part of ... the senior leadership team, contributing to the overall strategic vision...plan services. You will lead our efforts with external advisor and intermediary channels including development and relationship management… more
- Creative Financial Staffing (Boston, MA)
- …and tactical financial support to be an effective business partner and trusted advisor to the senior management (CEO/VP Operations, and VP Infrastructure) and ... daily operations of the accounting/finance function while partnering with the broader senior management team to drive the strategic financial growth of the company.… more
- Creative Financial Staffing (San Juan, PR)
- …and Analysis, Finance Systems, Finance Operations, Group Financial Reporting, Tax Planning and Compliance, and Treasury. Key responsibilities Manage activities ... and overseeing the regulatory and financial end-of-year audits. Act as a Trusted Advisor by building relationships across all business services teams to ensure a… more
- Fifth Third Bank, NA (Louisville, KY)
- …Advanced knowledge of trust administration, estate planning strategies, and income and estate tax matters Senior Trust Advisor LOCATION -- Louisville, ... Fifth Third Bank. GENERAL FUNCTION: + Serve as Trust Advisor for clients with more than $5MM in investable...(eg estate planning and probate, estate, gift and income tax planning, guardianships, special needs trust, state-specific laws) +… more
- Insight Global (Palos Heights, IL)
- …clients in addition to completing tax preparation and review for high level tax returns. The Senior Business Advisor provides coaching and support for ... Job Description The Senior Business Advisor is a financial...financial professional who leads a team focusing on bookkeeping, tax preparation, and business consulting. Additionally, this role acts… more
- H&R Block (Abilene, TX)
- **516999BR** **Title:** Senior Client Advisor -Small Business and Tax **What you'll do ** **:** Apply principles of accounting to analyze financial ... related work experience **Posting Title:** Senior Client Advisor , Small Business and Tax **Sponsored Job:**...Senior Client Advisor , Small Business and Tax **Sponsored Job:** \#hrbjob #indeedkm **Job Family:** Small Business… more
- Citizens (Menlo Park, CA)
- …and CFP(R)s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental ... that would allow the incumbent to be a trusted advisor , educator, communicator, writer and thought leader in the...educator, communicator, writer and thought leader in the Advanced Tax and Estate Planning (ATEP) / personal financial planning… more
- AIG (New York, NY)
- Senior Tax Counsel - US International Tax Advisory...of the Tax Advisory team and serves as a Tax Advisor reporting to the Head of International ... regulatory legal counsel, Investments, Treasury and other areas within Tax . As a leader and senior member...served and develop client relationships in becoming a trusted advisor to other senior AIG personnel. Primary… more
- Commerce Bank (Kansas City, MO)
- …estimate of the compensation range for some roles. This compensation range is for the Senior Private Client Advisor job and contemplates a wide range of factors ... Trust administers over $57 billion in total client assets. The Private Client Advisor "PCA" is accountable for the delivery of comprehensive advice and customized… more
- KPMG (Short Hills, NJ)
- ….kpmg.us/services/international- tax .html) practice. Responsibilities: + Serve as an international tax advisor to financial services clients with a focus ... **Business Title:** Manager/ Senior Manager, Asset Management International Tax **Requisition Number:** 112416 - 61 **Function:** Tax Services **Area of… more
- KPMG (Philadelphia, PA)
- **Business Title:** Tax Manager / Senior Manager Private Markets **Requisition Number:** 112099 - 77 **Function:** Tax Services **Area of Interest:** ... for as a firm KPMG is currently seeking a Tax Manager / Senior Manager Private Markets...tax /en/index.html) practice. Responsibilities: + Serve as the trusted advisor to family offices on strategic, operational, and financial… more
- KPMG (Boston, MA)
- **Business Title:** Tax Manager or Tax Senior Manager, Business Tax Services - Private Clients **Requisition Number:** 107150 - 40 **Function:** Tax ... a firm KPMG is currently seeking a Manager or Senior Manager to join our Business Tax ...individuals and Family Offices + Serve as the trusted advisor to ultra-high net worth families on matters relating… more
- Deloitte (Columbus, OH)
- …to any of these questions you should consider a career in Deloitte's Real Estate Services Tax practice as a Tax Senior Manager. Recruiting for this role ends ... on June 1, 2025 What You'll Do Deloitte Tax Senior Managers use their experience in...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Deloitte (Morristown, NJ)
- … compliance process for investment partnerships, we have an exciting opportunity for you as a Senior Tax Manager on our growing team! Work you'll do As a ... Senior Tax Manager, you will utilize your...Senior Tax Manager, you will utilize your prior experience to...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- General Dynamics Information Technology (Colorado Springs, CO)
- …Citizenship Required:** Yes **Job Description:** At GDIT, people are our differentiator. As a Senior Technology Advisor you will help ensure today is safe and ... tomorrow is smarter. We are seeking a Senior Technology Advisor with diverse experience in...plan offering the ability to contribute both pre and post- tax dollars up to the IRS annual limits and… more
