- ADP (San Dimas, CA)
- ADP is hiring a **Senior Client Service - Product Support Specialist -- Tax .** + _Are you ready to join a company offering career advancement opportunities ... for! In this role, you will provide consistent, high-quality tax service to ADP clients. In addition to ...your specific team or role, you will be providing support using phone, email, or chat-based communication. To thrive… more
- Cardinal Health (Sacramento, CA)
- …& Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax , financial plans and policies of the organization, establishes and maintains ... and item level margin + Implement process improvements + Support Sales team to provide input, financial support... Support Sales team to provide input, financial support , and guidance + Ability to work cross functionally… more
- ADP (CA)
- …team to help validate a prospect's eligibility to benefit from the R&D and other Tax Credits. You will also provide support for company events such as ... ADP is hiring a **Sales Representative for R&D Tax Credits.** + _As a sales professional, are...units. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- Cardinal Health (Sacramento, CA)
- …Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax , financial plans and policies of the organization, establishes and ... GAAP. + Performs special projects and financial analysis to support the business needs as requested. **_Qualifications_** + Bachelor's...offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision… more
- Deloitte (San Diego, CA)
- …assigned to one or more client projects where they will receive mentorship and support to help their success on the engagement. Beyond exposure to "real life" ... assigned a mentorship team, including a counselor and onboarding advisor , to help offer guidance throughout the course of...senior manager, offers career guidance and feedback. The onboarding advisor is a peer level "buddy" to help answer… more
- Deloitte (Costa Mesa, CA)
- …develop and leverage automation and innovative solutions to aid in the efficiency of tax and legal departments. + Support : Provide training and software ... responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for...aligned across our global network of member firms to support our clients' objectives and address their challenges. Our… more
- CBRE (Sacramento, CA)
- …projects through capital markets solutionswith an increasing focus on tax credit transactions andstrategiccorporate engagement. We are seeking a high-performing ... will play a pivotalrolein sourcing, engaging, and bringing corporate buyers into transferable tax credit transactions.This role reports to the Head of Tax Equity… more
- Edward Jones (Westlake Village, CA)
- …long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. ... are two or three people, and in a Client Support Team Professional role, you are a critical member...critical member of that team along with the financial advisor . You are the first voice a client hears… more
- JPMorgan Chase (Palo Alto, CA)
- …or CFP + 5 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Self-starter with natural curiosity for individual planning ... Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities… more
- Bank of America (San Francisco, CA)
- …63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration; ... and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He… more