- H&R Block (Robbinsville, NJ)
- …It would be even better if you also had + Enrolled Agent or circular 230 certified + Ability to serve simple to complex tax clients + Collaboration tools such as ... Teams, customer relationship management tools + Bachelors degree or the equivalent through a combination of education and related work experience What you'll bring to the team + Take a consultative approach by identifying potential tax savings, planning for… more
- GROWMARK, Inc. (Bloomsbury, NJ)
- …where required by law. * Normally requires the ability to obtain the Certified Crop Advisor (CCA) and Commercial Applicator certifications to demonstrate ... agronomy expertise and experience. * Occasionally exposed or required to: o Extreme weather conditions (hot, cold, wet, etc.) o Noisy conditions o Working conditions may include dust, fumes, chemicals, and electrical hazards with appropriate safety measures o… more
- M&T Bank (Paramus, NJ)
- …and Experience Preferred:** CFP ( Certified Financial Planner) and/or CTFA ( Certified Trust & Financial Advisor ) certification Exposure to and knowledge ... as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow… more
- Deloitte (Morristown, NJ)
- …information from data + Certified Turnaround Professional (CTP), or Certified Insolvency and Restructuring Advisor (CIRA) + Proven experience effectively ... reporting and consolidations experience with a Fortune 500 organization + Certified Public Accountant (CPA)/Chartered Accountant (CA) or partial completion (at least… more
- TD Bank (Mount Laurel, NJ)
- …preferred such as Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of ... the Comptroller of Currency (OCC) governance including fiduciary and investment handbooks.** + **Knowledge and experience within compliance or audit, legal and regulatory environment, enterprise governance framework, products and services, policies, standards,… more
- Deloitte (Morristown, NJ)
- …compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax and can effectively address ... Management Certification) + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner… more
- Air National Guard Units (Egg Harbor Township, NJ)
- …management policy development and publication. Serve as the principal budgetary advisor to senior leadership and top management personnel in maintaining balance, ... supply systems, and by notifying the affected unit's resource advisor . Monitor the execution of the overall annual operating...& NOTES: "This is a Financial Management Level 2 Certified position IAW the National Defense Authorization Act (NDAA)… more
- TD Bank (Mount Laurel, NJ)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... + OCC/FINRA/SEC/CFPB/ FED/ FDIC examiners welcome + CRCM or CIA certified preferred **Customer Accountabilities:** + Develops, communicates and implements a holistic… more
- PagerDuty (Trenton, NJ)
- …win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key ... leaders (Success Managers and Directors) who embody our values, establish trusted advisor relationships and focus on making every customer successful. + Instill… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …client acquisition. We are an expanding team that currently includes a Senior Advisor , Associate Advisor , and Registered Client Service Associate specializing in ... base salary.** **Essential Duties and Responsibilities** * Partners with Financial Advisor to review clients' current portfolio design, understand client goals,… more