- Robert Half Finance & Accounting (Mill Valley, CA)
- …strategies. + Oversee development and execution of sophisticated plans covering retirement, tax , estate , and risk management. + Mentor and train associate ... advisors; foster a culture of excellence. + Source, close, and manage new client relationships aligned with firm objectives. + Participate in strategic initiatives to improve processes and client experience. Benefits & Perks + Percentage of revenue managed +… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …referrals and personal efforts. + Develop and execute plans covering retirement, tax , estate , and risk management. + Support business development initiatives ... and participate in community engagement. + Ensure compliance with regulatory standards and maintain accurate client records. Benefits & Perks + Competitive compensation with performance-based incentives. + 401(k) plan with company match. + Paid time off and… more
- KeyBank (Tarrytown, NY)
- …as necessary to ensure investment advice is integrated with all other client plans ( tax , estate planning, retirement, etc.). + Provide timely feedback to the ... Relationship Manager and/or Client Experience Manager regarding important/critical events and/or discussions that occur with the client. + Confers with clients' other internal and external advisors to provide advice relating to asset allocation and the… more
- Kobe Aluminum Automotive Products (Bowling Green, KY)
- …health care benefits, the design of accounting or data processing systems, or long-range tax or estate plans. + Provide internal and external auditing services ... for businesses or individuals. + Prepare forms and manuals for accounting and bookkeeping personnel and direct their work activities. + Survey operations to ascertain accounting needs and to recommend, develop, or maintain solutions to business and financial… more
- Sony Pictures Entertainment (New York, NY)
- …Accounting related matters, such as development cost spending, overhead controls, real estate , responding to Tax Dept. requests, fixed asset accounting, banking ... etc., + Manage the month-end reporting tasks in partnership with GFO and CG as well as prepare journal entries and analytical reports . + Oversee the accounting activities performed by the CG , such as accounts payable and bank reconciliations . + Work with… more
- The Croghan Colonial Bank (Fremont, OH)
- …and other client related requests. + Implement financial plans including coordination of estate , insurance, and tax strategies. + Work with the bank's portfolio ... management team to incorporate clients' investment strategies with their planning objectives. + Review monthly fees for accuracy. + Complies with and maintains working knowledge of applicable laws and regulations, including but not limited to, the Bank Secrecy… more
- Coldstream Wealth Management (Kenai, AK)
- …Planning: + Provide holistic wealth planning services to clients, including income tax , estate , wealth transfer, cash flow, retirement, and Social Security ... planning + Contribute to the firm's Wealth Strategy Group, including attending meetings and semi-annual in-person retreats, participating in a committee, and creating materials that are shared internally and with clients + Client Relationships: + Develop and… more
- Adecco US, Inc. (Webster Groves, MO)
- …and investment review meetings independently. + Provide guidance on retirement planning, tax strategies, estate planning, cash flow, charitable giving, and risk ... and other entities. These services include asset management, retirement planning, estate planning, and comprehensive financial planning, with a stated goal of… more
- Robert Half Finance & Accounting (Owings Mills, MD)
- …commitments and report quarterly performance; suggest improvements. + Manage charitable giving, estate planning gifts, and related tax reporting. + Coordinate ... accounting and financial management is preferred. * Strong expertise in partnership tax , commercial real estate investments, and investment account management. *… more
- Realtor (Scottsdale, AZ)
- Recognized as the No. 1 site trusted by real estate professionals, Realtor.com(R) has been at the forefront of online real estate for over 25 years, connecting ... not only makes a significant impact on the real estate industry at large, but for consumers, navigating the...right connections, and building confidence through expert guidance. Senior Tax Analyst at **Realtor.com** **(R)** Are you a corporate… more