- H&R Block (Hamilton, NJ)
- … documents, identifying life events, and ensuring all necessary information is ready for the Tax Advisor + Clearly communicate the steps of the tax ... Act as a liaison between the client and the Tax Advisor , ensuring consistent communication and a... Course (ITC) completion or passing score of H&R Block 's Tax knowledge assessment test. + High… more
- H&R Block (Kansas City, MO)
- …extraordinary results. It's an exciting time to be a part of H&R Block ! What you'll do Provides guidance to organizational leaders in resolving complex ... strategic partnerships with business leader(s). + Serves as trusted advisor and thought partner for client group leaders. Provides...for us Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With… more
- Charles Schwab (Westlake, TX)
- …are the international center of excellence for the firm across Investor Services, Advisor Services, Stock Plan Services and more. We are dedicated to empowering ... of the intricacy of working with international clients, jurisdictional nuances, tax impacts, foreign regulatory impacts, product availability and the requirements of… more
- JPMorgan Chase (Boston, MA)
- …York, and Mumbai-based team has built and brought to market a tax -smart investment strategy engine delivering an intuitive experience and intelligent automation. ... breakthrough growth over the last year. Today, 450 financial advisor firms with $1 trillion in assets (and counting)...manager intent + Partner with trading teams to assess block allocations, step-outs, and rotations + Monitor transaction costs,… more