- H&R Block (Novato, CA)
- …It's an exciting time to be a part of H&R Block! What you'll do As a Senior Tax Strategist - Small Business and Tax you will apply principles of accounting ... manage tax statements and returns for businesses and clients. The Senior Tax Strategist - Small Business and Tax will also provide advice on financial… more
- Oracle (Atlanta, GA)
- …to make informed decisions, streamline processes, and drive better health outcomes. As Lead Product Regulatory Strategist , you will be responsible for analyzing ... of Oracle Health products with applicable compliance deadlines. **Responsibilities** The Lead Product Regulatory Strategist role involves leveraging expertise in… more
- Wells Fargo (Boston, MA)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well ... compensation issues and stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate… more
- KeyBank (Hartford, CT)
- …1910 - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The **Fiduciary Strategist ** is responsible for fulfilling the fiduciary responsibilities of KeyBank by ... delivery for clients with appropriate revenue and advisory needs. The Fiduciary Strategist proactively collaborates with team members to build insights and solutions… more
- Intuit (Mountain View, CA)
- …and executing sophisticated omnichannel strategies that guide these customers through their tax filing journey, from the moment they log in until they complete ... conversion across all funnel stages for both DIY and DIWM segments. * Lead "authentication to complete" channel activation with a strategic lens: While you oversee… more
- KeyBank (Seattle, WA)
- …1301 5th Avenue, Seattle Washington **Job Summary** The Sr Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of KeyBank by ... for clients with appropriate revenue and advisory needs. The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights and… more
- Wellington (Boston, MA)
- …the Role** **THE POSITION** Wellington is seeking a Portfolio Construction & Risk Strategist to work with the Portfolio Architecture team within Global Risk & ... Performance Strategy. The Strategist will collaborate with GRPS colleagues, portfolio managers, and...this role include: * Developing methodologies and workflows for tax efficient trading of active equity ETFs; * Extending… more
- Minnesota State (St. Paul, MN)
- …on the specified Closing Date (if designated).** **Working Title:** Data Strategist - Research Analysis Spec Sr **Institution:** Saint Paul College **Classification ... **Salary Range:** $32.40 - $47.76 **Job Description** **Job Summary:** The Data Strategist 's position within the Office of Strategy and Innovation is foundational… more
- Intuit (San Diego, CA)
- …their annual tax returns, is looking for an experienced **Staff Growth Strategist ** **for the TurboTax Growth Strategy, Core Tax team focused on managing ... and bring your growth strategies to life. Your skill set as a growth strategist will be fully employed to define the highest-priority opportunities, as you work… more
- Truist (Atlanta, GA)
- …medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also ... receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit… more
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