- Coldstream Wealth Management (Portland, OR)
- …reconcile account information + Send and receive documents to and from clients, their advisors , and investment custodians + Log all activities in the firm's CRM in a ... timely and accurate manner. + Serve as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests + Perform client and prospect data entry in the firm's CRM.… more
- UHS (Johnson City, NY)
- …403(b) retirement plan and company match, flexible spending accounts, access to financial advisors , and up to $400/year in wellness rewards. When life gets tough, ... we're here with 24/7 EAP counseling, virtual mental health support, a food pantry, PTO donation program, and professional attire through the Classy Closet. Growth That Moves with You - With access to 100,000+ online courses, leadership programs, tuition… more
- MetLife (Chicago, IL)
- …the leading commercial real estate market data resources (ie-CoStar, CBRE Econometric Advisors , Real Capital Analytics, etc.). At MetLife, we're leading the global ... transformation of an industry we've long defined. United in purpose, diverse in perspective, we're dedicated to making a difference in the lives of our customers. #MIM Equal Employment Opportunity/Disability/Veterans If you need an accommodation due to a… more
- UHS (Binghamton, NY)
- …403(b) retirement plan and company match, flexible spending accounts, access to financial advisors , and up to $400/year in wellness rewards. When life gets tough, ... we're here with 24/7 EAP counseling, virtual mental health support, a food pantry, PTO donation program, and professional attire through the Classy Closet. Growth That Moves with You - With access to 100,000+ online courses, leadership programs, tuition… more
- TD Bank (Middle Village, NY)
- …(FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment ... management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the… more
- Robert Half Finance & Accounting (Houston, TX)
- …provide guidance on various tax matters. * Coordinate with external tax consultants or advisors when necessary. Requirements * A minimum of 5 years of experience in ... corporate tax compliance and related functions. * Proficiency in handling federal and multi-state tax returns. * CPA - must have * Strong knowledge of corporate income tax and annual income tax provision processes. * Experience with sales and use tax… more
- Charles Schwab (Westlake, TX)
- …Services Account Maintenance. OSAS provides service to our retail clients and financial advisors to fulfill our purpose of helping everyone become financial fit. We ... inspire client loyalty by providing guidance and solutions to fulfill client needs and have a focus on employee development and collaboration. **What you have** What You're Good At As a member of our OSAS team, you will focus on Account Maintenance, with an… more
- SpaceX (Hawthorne, CA)
- …+ Assist with data gathering and preparation of schedules for outside tax advisors to complete the preparation of federal, state, and local tax returns. Ensure ... timely and accurate filing of tax returns, including quarterly estimates and extensions. + Assist with the preparation of extensions and estimated tax payment calculations, ensuring timeliness and accuracy. + Assist with preparation of supporting schedules,… more
- UHS (Johnson City, NY)
- …403(b) retirement plan and company match, flexible spending accounts, access to financial advisors , and up to $400/year in wellness rewards. When life gets tough, ... we're here with 24/7 EAP counseling, virtual mental health support, a food pantry, PTO donation program, and professional attire through the Classy Closet. Growth That Moves with You - With access to 100,000+ online courses, leadership programs, tuition… more
- Deloitte (San Diego, CA)
- …Strategy and Assessment Senior Manager We are a team of strategic advisors , architects, and implementers who drive business transformations. Our diverse talent ... energizes clients' business functions and technology to maximize value in Supply Chain enhancing their ability to fulfill their growth and efficiency ambitions. Imagine working with world-class supply network capabilities like Smart Factory, Strategy &… more
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