- ADP (El Paso, TX)
- ADP is hiring a **Client Service - Product Support Specialist -- Tax .** + _Are you ready to join a company offering career advancement opportunities throughout your ... for! In this role, you will provide consistent, high-quality tax service to ADP clients. In addition to ...from state and federal agencies. + **Be a Trusted Advisor and Problem Solver.** You will use a breadth… more
- Edward Jones (Spring Branch, TX)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...associates. Edward Jones offers a 401k retirement plan, and tax -advantaged accounts: health savings account, and flexible spending account.… more
- Truist (Fort Worth, TX)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such… more
- Vanguard (Dallas, TX)
- …your career. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity. As a Vanguard Advisor , You ... them plan their financial goals. + Provide disciplined investing approaches, tax management strategies, and additional financial planning support. + Develop… more
- Intuit (Plano, TX)
- …an effective strategy to source, attract, manage, and hire a large and diverse Tax Expert community. Create the vision, set the strategy and lead how we attract ... recruiting to continue to grow our external network of tax professionals whilst in tandem, creating clearly defined internal...practices **How you will lead** + Serve as an advisor to internal stakeholders to deeply understand business strategies… more
- City National Bank (Houston, TX)
- …future life-changing events, understand client's family dynamics, and educate clients on tax risks. May work with clients to understand their specific goals and ... services to clients. * Keep abreast of legislative and tax changes. * Participate in the sales process to...months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18… more
- Bank of America (Fort Worth, TX)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions… more
- Applied Materials (Austin, TX)
- …be directly involved in the delivery of large projects and act as an advisor on commercial terms and sourcing methodologies. You will make recommendations based on ... learn Applied Materials overall businesses and become a trusted advisor to partner with and guide our internal customers...scale with a variety of cultures as well as tax , financial controls and government regulations. + Experience in… more
- Anywhere Real Estate (San Antonio, TX)
- …and Responsibilities:** + Audit invoices to client policy, supplier contracts, tax authority requirements and supporting documents to ensure accurate client ... invoicing. + Assess Value Added Tax , Goods and Services tax...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Robert Half Finance & Accounting (Houston, TX)
- …to meet those targets. + Plan for retirement income strategies and minimizing tax liabilities in retirement. + Collaborate with tax professionals and attorneys ... to assist clients in tax planning and minimizing tax liabilities. + Develop estate planning strategies to transfer wealth efficiently to heirs, including the use… more