- Farther (Tampa, FL)
- …to build the future of wealth management with you. The Role As a Financial Advisor on the Darwin team, you'll be central to our mission of delivering adaptive, ... portfolio adjustments Collaborate with internal specialists to solve complex planning, tax , and estate challenges Participate in intimate client events and curated… more
- TalenTrust (Pittsburgh, PA)
- Title: Senior Wealth Advisor Client: Grant Street Asset Management Location: Pittsburgh, PA, Charlotte, NC About Us: Grant Street Asset Management (GSAM) is a ... to promote work-life balance and flexibility. Job Summary: The Senior Wealth Advisor role at GSAM is...Engage frequently with clients and their external professionals (eg, tax and estate advisors) to provide coordinated wealth management.… more
- Gpac (Columbus, OH)
- Job Description Job Title: Senior Tax Manager - Public Accounting Firm (Multiple Ohio Locations | Hybrid Flexibility) Job Type: Full-Time | Permanent Location: ... to giving back, this firm is seeking an experienced Senior Tax Manager to join their leadership...growth, and internal process improvements Act as a trusted advisor to clients on tax strategies and… more
- Postman (San Francisco, CA)
- …novel to understand the bigger picture and our vision at Postman. The Opportunity The Senior Manager, Tax will be Postman's leader and subject matter expert for ... tax matters. You will serve as the company's trusted advisor regarding tax filings, strategies, considerations for new products and services, and risk and… more
- Synectics Inc (Metairie, LA)
- Key Responsibilities We are seeking an experienced Senior Financial Advisor to join our team. The successful candidate will provide experienced financial ... individuals, families, and businesses, helping them achieve their financial goals. The Senior Financial Advisor will be responsible for developing and… more
- Schneider Downs & Co., Inc. (Columbus, OH)
- …building a career with people motivated to help yousucceed-and enjoy more of what counts . As a Senior Tax Analyst , you will work as a member of the Tax ... As a trusted advisor in the professional services industry,you know what...themall at Schneider Downs, where we've been providing accounting, tax , consulting,and wealth management services through our team of… more
- Moneta (St. Louis, MO)
- …a diverse range of solutions to meet their unique needs. Job Description As a Senior Financial Advisor , you'll collaborate closely with Partner Teams and fellow ... Company Description Are you a financial advisor looking to redefine what it means to...From investment strategies to retirement planning, education savings to tax and estate planning, your expertise will make a… more
- ABGi (Austin, TX)
- …that supports long-term growth, innovation, and impact. About the Role We're hiring a Senior Tax Manager on behalf of our client, a well-established CPA firm ... planning strategies to reduce client liabilities Serve as a trusted advisor , delivering customized tax solutions Mentor and manage a team of tax … more
- HBK CPAs & Consultants (Columbus, OH)
- …magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and foster ... accomplish this by: Receiving training on federal and state tax preparation, tax research, tax ...demanding deadlines REQUIREMENTS & QUALIFICATIONS Must be Junior or Senior status majoring in accounting Must have a minimum… more
- CBIZ, Inc. (Rockville, MD)
- CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in ... accounting, tax , advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking...as key client contact; viewed as a trusted business advisor by clients Ensure quality control standards are met… more
