- H&R Block (Upland, CA)
- …Operations Coordinator (DOC) supporting the overall district(s) offices + Provide hands on Tax Office Associate support with Preparer Tax Identification Number ( ... and resolves issues or escalate to DOC, Company Support Manager ( CSM ) , or District General ...Other duties as assigned by the DOC or in partnership with the CSM What you'll bring to the… more
- TEKsystems (Louisville, KY)
- …Role We're seeking a Customer Experience Agent to deliver exceptional service to tax professionals and their clients. You'll handle inbound and outbound calls, chat, ... past customers + Assist consumers and businesses using our tax software + Provide accurate account and product information...+ Fast system navigation and data entry skills + High school diploma or GED Nice-to-Have Skills + Experience… more
- Wellington (Boston, MA)
- …culture that encourages independent thought and healthy debate. As a private partnership , we believe our ownership structure fosters a long-term view that aligns ... Relations). The Fund Controller will report to the team's Manager of the Private Funds' Fund Control & Operations...and presentation is consistent with US GAAP and Limited Partnership Agreements - Assist with the funds' day-to-day operations,… more
- University of Pennsylvania (Philadelphia, PA)
- …and professional judgment in investigating these situations and render decisions in partnership with their direct supervisor/ manager and other departments across ... This role requires consistent professional interactions, critical analysis skills, high -level communication skills, and consistent collaboration with all constituents… more
- University of Pennsylvania (Philadelphia, PA)
- …professional judgment in investigating these situations and rendering decisions in partnership with their direct supervisor/ manager and other departments across ... The One Stop Counselor will evaluate both common and high -impact student requests and appeals, and will apply critical...for eligible health care and dependent care expenses with pre- tax dollars. + Tuition : Take advantage of Penn's… more
- Wellington (Boston, MA)
- …culture that encourages independent thought and healthy debate. As a private partnership , we believe our ownership structure fosters a long-term view that aligns ... to a variety of different regulatory regimes requiring a high degree of customization to meet our clients' unique...Fund Treasury & Custody Analyst will report to the Manager of Fund Treasury & Custody. This role will… more
- Edward Jones (St. Louis, MO)
- …has accountability for enhancing and delivering the client experience in partnership and collaboration with Financial Advisors and branch teams, internal ... estates and investment management accounts and serves as the primary relationship manager for the accounts they manage. The responsibilities include: + Daily… more
- University of Pennsylvania (Philadelphia, PA)
- …fellows, work-study and volunteer Penn students. The position is supervised by the UACS High School Program Manager . Job Description Founded in 1992, the Barbara ... day, OST/afterschool and Summer Program Supervision and Implementation: In partnership with Netter staff, University partners, school administration, afterschool… more
- Vanguard (Charlotte, NC)
- …Management division, you will develop tailored strategies that will help our Ultra High Net Worth clients achieve their unique financial goals. You will provide ... clients and manage a book of business which can include high -profile, and influential individuals and families. By communicating Vanguard's investment philosophy… more
- TEKsystems (West Valley, UT)
- …and a leadership team that started from the ground up - including your future manager , who began as a receptionist and is now a Director. We host fun company ... or first day) What You'll Do + Professionally handle high -volume incoming calls and direct them appropriately + Accurately...Medical, dental & vision insurance + 401(k) retirement plan (pre- tax and Roth options) + Life and disability insurance… more