- Citizens (West Hartford, CT)
- …information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible ... Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management...financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate… more
- Robert Half Finance & Accounting (Bee Cave, TX)
- …of Tax will report to senior finance leadership and serve as a key advisor on tax implications for strategic business decisions. Key Responsibilities Tax ... Description Position Overview We are seeking an experienced tax leader to develop and execute a comprehensive...tax leader to develop and execute a comprehensive tax strategy for a multi-entity organization operating across multiple… more
- Elevance Health (Tampa, FL)
- …strategies to senior legal, financial, and operational leaders. + Acts as a trusted internal advisor on tax matters. + Identifies and communicates tax risk ... **Corporate Tax Counsel - Mergers & Acquisitions Tax Counsel** **Location:** This role requires associates to be in-office **3** days per week, fostering… more
- 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 ... experience. + Act as a liaison between the client and the Tax Advisor , ensuring consistent communication and a seamless experience from start to finish.… more
- H&R Block (Naperville, IL)
- …Tax Advisors by providing relevant bookkeeping and payroll information in order for the Tax Advisor to complete an accurate tax return + Provide ... timely recording of financial transactions, financial statement generation, sales tax filing, bank reconciliation, and other miscellaneous bookkeeping and payroll… more
- H&R Block (Winchester, VA)
- …experience Why work for us Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 ... retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as… more
- JPMorgan Chase (San Francisco, CA)
- …or CFP + 7 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Knowledge of issues relating to securities-based compensation ... is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas...Wealth Management, you will leverage your deep understanding of tax and trust & estate laws to communicate complex… more
- JPMorgan Chase (Palo Alto, CA)
- …or CFP + 5 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Self-starter with natural curiosity for individual planning ... is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas...Wealth Management, you will need a deep understanding of tax and trust & estate laws and must be… more
- Diageo (NY)
- …proactive management and mitigation of key tax risks, compliance and reporting. Purpose: The Tax Director & Counsel is a strategic advisor to the tax ... Reporting to the VP Tax - Americas, the role is a strategic advisor to Global Tax and our customers, ensuring compliance with NAM tax laws. The role will… more
- Robert Half Finance & Accounting (Colleyville, TX)
- …tasks. * Develop and maintain strong relationships with clients, serving as a trusted advisor for their tax needs. * Collaborate with clients to identify ... Description We are looking for an experienced Tax Manager to join our team in Colleyville,...Texas. This role involves overseeing the preparation of intricate tax returns, managing client relationships, and providing strategic … more