- Robert Half Finance & Accounting (Bee Cave, TX)
- …of federal, state, and local income tax returns in collaboration with external tax advisors . + Ensure compliance with sales and use tax, property tax, and payroll ... Risk Management & Audits + Act as the primary contact for external tax advisors and regulatory agencies. + Lead and manage tax audits and examinations, including… more
- World Insurance Associates, LLC. (Titusville, FL)
- …leads through internal organic channels such as referrals from existing clients, client advisors and unit leaders. + Manage inbound quote requests and outbound lead ... accurate activity and client records in CRM/AMS + Collaborate with Client Advisors to optimize outcomes + Cross-sell opportunities from existing books of business… more
- Texas State University (San Marcos, TX)
- …advisement, direction, assessment, and tracking of 400+ student organizations and advisors . + Serve as lead Bobcat Organization Hub (Anthology Engage) administrator ... organization handbook and other applicable resources for student organization leaders and advisors and ensure they are updated at least each semester. + Address… more
- S&P Global (New York, NY)
- …manage and build on relationships with strategic client accounts and Financial Advisors . Develop the business growth strategies for US Public Finance and accountable ... leadership and direction to the US Public Finance sales team, Financial Advisors , and sector influencers ensuring alignment with the broader business objectives… more
- Kestra Financial (Raleigh, NC)
- …Client Service Associate Summary The Client Service Associate reports to the Financial Advisors and is critical to appropriately leveraging Advisors ' time. This ... position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities + Assist in client meeting preparation… more
- Kestra Financial (Pittsburgh, PA)
- …have so many competing goals. They have so many planning needs yet, so few advisors speak to them. It's crazy. The biggest one is saving for their retirement vs. ... the right school at the right price for their child. There are enough advisors helping retirees. Come discover a budding niche with a ton of future potential.… more
- Trinity Health (West Mifflin, PA)
- …Days + Plus more **ABOUT THE ROLE** + Our **Residential Care** ** Advisors ** provide assistance, medication administration, hygiene support and training to adults ... positive practices to help guide their everyday activities. + Residential Care Advisors can expect to assist with bathing, toileting and dressing residents; cooking… more
- Cushman & Wakefield (Chicago, IL)
- …growth. + Partner with Controllership, Legal, Treasury, FP&A, and external advisors to support business objectives and ensure tax efficiency. + Communicate ... stakeholders. + Engage and manage relationships with external tax consultants and advisors as needed. **Qualifications** + CPA, Master of Taxation, JD, or other… more
- JPMorgan Chase (Jacksonville, FL)
- …Wealth Management, you will support the market and serve as a liaison between Advisors and Private Client Investment Associates. You will drive the execution of key ... + Serve as liaison and manage relationships between Private Client Investment Associates, Advisors , and Market Directors of Wealth + Maintain and track revenue share… more
- Kestra Financial (Novi, MI)
- …who reports to the Wealth Advisor and is critical to leveraging Advisors ' time. This position provides excellent client service and problem-solving skills to ... database; Manage Client and Prospective Client Work Flow and coordinate follow-up with Advisors + Maintain a compliant filing and scanning system with Laser Fiche +… more