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Reposted 4 Days AgoSaved
Remote
USA
183K-274K Annually
Expert/Leader
183K-274K Annually
Expert/Leader
Financial Services
The Vice President of Tax will develop a comprehensive tax strategy, lead a tax team, drive operational excellence, and ensure compliance and efficiency in tax operations.
Top Skills: AccountingCpaFinanceJdMaster'S
Reposted 4 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Financial Services
The Financial Advisor will manage client relationships, facilitate financial planning processes, source leads, and mentor team members to improve service and client outcomes.
Top Skills: Client Relationship Management (Crm) SoftwareFinancial Planning Software
Reposted 5 Days AgoSaved
In-Office
Midland, MI, USA
Junior
Junior
Financial Services
The Financial Advisor manages client relationships, provides financial planning services, sources prospects, mentors team members, and ensures compliance with company standards.
Top Skills: Advisor/Client Facing TechnologyFinancial PlanningInvestment Management
Reposted 7 Days AgoSaved
Remote
USA
95K-153K Annually
Senior level
95K-153K Annually
Senior level
Financial Services
The Advisor Marketing Manager will oversee the Premium+ marketing program, lead a team, and collaborate across departments to enhance advisor support and client experience.
Top Skills: CanvaFmg SuiteMS OfficeSalesforceWistiaWrike
9 Days AgoSaved
Remote
USA
38-40
Senior level
38-40
Senior level
Financial Services
As a Seasonal Tax Preparer, you will prepare individual and small business tax returns, review documentation, consult on tax issues, and ensure compliance with laws.
Top Skills: Cch AxcessCch DocumentExcel
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9 Days AgoSaved
In-Office
Malvern, PA, USA
Mid level
Mid level
Financial Services
Assist in preparing and reviewing tax returns, communicate with clients, analyze financial data, and develop tax planning strategies.
Top Skills: Cch Access SoftwareProseries ProfessionalSmartvault
10 Days AgoSaved
In-Office
Philadelphia, PA, USA
57K-126K Annually
Mid level
57K-126K Annually
Mid level
Financial Services
The Trading Operations Specialist manages account trading processes, ensuring efficiency and accuracy while supporting advisor teams with trading requests, data analysis, and trade reconciliation, using platforms like Orion Eclipse and Salesforce.
Top Skills: MS OfficeMorningstarOrion EclipseSalesforce
10 Days AgoSaved
Remote
USA
81K-125K Annually
Mid level
81K-125K Annually
Mid level
Financial Services
The Paralegal will support the legal team with drafting contracts, legal research, compliance, and merger & acquisition activities, while collaborating with various departments.
Top Skills: Microsoft Office Suite
Reposted 10 Days AgoSaved
Remote
USA
87K-153K Annually
Senior level
87K-153K Annually
Senior level
Financial Services
The Content Strategist & Finance Writer will create investment-focused content, collaborate with teams, track performance, and refine strategies for better engagement.
Top Skills: CanvaDrupalMicrosoft Office SuiteWrike
Reposted 10 Days AgoSaved
Remote
USA
120K-150K Annually
Senior level
120K-150K Annually
Senior level
Financial Services
The Sr. Tax Advisor will provide tax advice, planning, return preparation, and improve client satisfaction through teamwork, while maintaining tax expertise.
Top Skills: Cch AxcessExcelProsystems
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