- H&R Block (Crest Hill, IL)
- …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 ... submit and manage tax statements and returns for businesses and clients. The Senior Tax Strategist - Small Business and Tax will also provide advice… more
- H&R Block (Vienna, VA)
- …It's an exciting time to be a part of H&R Block! What you'll do As a Senior Client Advisor - Small Business and Tax you will apply principles of accounting to ... tax statements and returns for businesses and clients. The Senior Client Advisor - Small Business and Tax will also provide advice on financial and tax … more
- Edward Jones (Tempe, AZ)
- …Do you have a background in financial planning, with an emphasis on tax strategies? What about experience supporting Financial Advisors? If you answered yes to ... these questions, the Wealth Strategist role could be the right opportunity for you!...help clients reach their goals. **What You Will Do:** Senior Wealth Strategists partner with home office and third-party… more
- Edward Jones (St. Louis, MO)
- …early due to the volume of applicants. The AI, Data, & Emerging Technology Strategist shapes the Hub's approach to AI, data, quantum computing, and digital assets ... the firm's strategic objectives. By leveraging insights from research and analysis, the Strategist drives innovation and ensures the firm remains at the forefront of… more
- PNC (Nashville, TN)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within PNC's Private Bank organization, you will be based ... OPT for this position. **Job Description** + Develops, consults on and implements tax , estate and financial plans for clients, including those of the greatest… more
- Oracle (Olympia, WA)
- …The CISO of Oracle Health and Global Industries is looking for a Senior Cybersecurity Communications Strategist to shape and deliver security-focused messaging ... (Employee/Spouse/Child) 5. Health care and dependent care Flexible Spending Accounts 6. Pre- tax commuter and parking benefits 7. 401(k) Savings and Investment Plan… more
- Vanguard (Malvern, PA)
- The Financial Planning & Coaching Senior Offer Development Strategist role is an exciting opportunity to join the Financial Advisor Services (FAS) division at ... advisors across a subset of financial planning domains (Retirement Planning, Tax Planning, Legacy & Estate Planning, Behavioral Coaching, and Practice Management).… more
- Wells Fargo (Atlanta, GA)
- **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
- Edward Jones (St. Louis, MO)
- …be the opportunity for you! Field Change & Communications is looking for a senior change management and communications strategist that excels in not only ... cost to associates. Edward Jones offers a 401k retirement plan, and tax -advantaged accounts: health savings account, and flexible spending account. Edward Jones… 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