- H&R Block (Glendale, CA)
- …build client relationships that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and ... certification Experience completing business tax returns Experience conducting virtual tax interviews Sales and/or marketing experience Bachelor's degree in… more
- Postman (San Francisco, CA)
- …for all tax matters. You will serve as the company's trusted advisor regarding tax filings, strategies, considerations for new products and services, and ... reporting. Collaborate with teams across the business in evaluating sales , use, VAT or other tax considerations...for new/existing products and jurisdictions. Serve as the key advisor on tax considerations for entering in… more
- Edward Jones (Elk Grove, CA)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported… more
- Observe.AI (Redwood City, CA)
- …and lasting relationships at every touchpoint. The Opportunity We're seeking a Senior Sales Engineer with deep technical acumen and strong business presence to lead ... the pre- sales engagement for our Conversational AI and Generative AI...customer experience KPIs. Serve as a technical and strategic advisor during pilot programs, ensuring success criteria for post-call… more
- Choreo (Orinda, CA)
- …and team members 2-year degree in a financial planning related field (business, tax , finance, or accounting) or equivalent work experience Experience of 3 or more ... years in a Wealth Management, Tax , or Financial Services related industry Strong attention to...Schwab Institutional, Microsoft Dynamics CRM, Black Diamond, and eMoney Advisor or other financial planning software tools Basic knowledge… more
- AssetMark, Inc. (Concord, CA)
- …our offering. Represent the AssetMark proprietary asset management business to sales , internal stakeholders and 3rd party managers by providing thought partnership ... experience. Collaborate with cross-functional teams to align strategic initiatives with advisor needs and investment product objectives, and to facilitate successful… more
- Omni Hotels & Resorts (Los Angeles, CA)
- …statements and projections on a monthly basis and on request. Prepare timely and accurate sales , use and occupancy tax returns as well as any other external ... Pavilion, MOCA and numerous other entertainment destinations. Currently ranked #1 by Trip Advisor for Best Downtown Hotels in Los Angeles, the Omni Los Angeles… more
- Northwestern Mutual (Los Angeles, CA)
- …students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this ... student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government,… more
- Robert Half Finance & Accounting (El Cerrito, CA)
- Description Ren Friedman is seeking a highly skilled and client-focused Senior Tax Advisor to join her clients dynamic and growing advisory team. This position ... gift tax (709) and foundation (990) returns, along with payroll, sales tax , and foreign asset reporting. + Respond to client inquiries related to retirement… more
- Wolters Kluwer (Sacramento, CA)
- …drive qualified sales leads to be sold by the Wolters Kluwer Corporate Indirect Tax sales team + Executes overall go to market strategy for assigned Channel ... schedule, and amazing benefits. **What You'll be Doing:** The ** Sales Channel & Affiliates Manager for Indirect Tax...financial targets and critical milestones + Serves as trusted advisor to Channel Partners for Wolters Kluwer lines of… more
