Transaction Advisor

Corporate Mergers and Acquisitions Tax Advisor - Kansas City, MOJoin a leading organization in the transactional risk sector as a Corporate Mergers and Acquisitions Tax Advisor. We are seeking a highly qualified CPA or Attorney with expertise in M&A to enhance our team.Key Responsibilities:Conduct comprehensive risk management evaluations of financial...

Corporate Tax Advisor - Mergers & Acquisitions - Diedre Moire Corp.About Us: Join a prominent player in the transactional risk sector. We are on the lookout for a proficient Mergers and Acquisitions expert at the CPA or Attorney level to enhance our team.Position Overview:Assist in evaluating financial statements, acquisition and divestiture agreements, and...

Job SummarySS&C Technologies is seeking a highly skilled Financial Services Operations Representative I, II, III to join our team. As a key member of our operations team, you will be responsible for providing exceptional service to our clients by processing financial transactions with accuracy and efficiency.Key ResponsibilitiesProcess daily account...

Senior Wealth Management Advisor At The Ladders, we are seeking dedicated and dynamic professionals to join our team. This role is pivotal in enhancing our commitment to personalized banking solutions tailored for affluent clients. Banking transcends mere transactions; it is fundamentally about building relationships. Our mission is to empower individuals...

Position Overview: This role is centered around collaborating with commercial paint clients to grasp their requirements, respond to inquiries regarding products, and offer tailored suggestions. Key responsibilities encompass ensuring client satisfaction, staying informed about product features, achieving sales targets, and upholding product quality and store...

Position: Tax & Finance AttorneyCompany: JobotLocation: Various LocationsCompensation: $130,000 - $180,000 annuallyCompany Overview:Jobot is in search of a dedicated Attorney to enhance our legal team. We emphasize the importance of our employees and clients, believing that their satisfaction is key to delivering outstanding service. With a solid reputation...

Job OverviewLocationRemote PositionEmployment TypeFull TimeCompensation$34,000 - $41,154.50 annuallyPosition Summary:The Member Services Advisor plays a vital role in delivering exceptional customer support for the VFW Store and the broader operations of the Veterans of Foreign Wars. This position is essential for managing inquiries from both members and...

Holmes Murphy & Associates stands as one of the largest privately owned insurance brokerage firms in the United States. Our commitment is to enhance health, safeguard wealth, and provide tranquility to our clients. We take pride in fostering an environment where our employees are passionate about their work and their colleagues.We are eager to welcome a...

About American Century Investments American Century Investments stands as a prominent global asset management firm dedicated to achieving investment success and fostering enduring client relationships while backing research initiatives aimed at enhancing human health and combating life-threatening diseases. Established in 1958, our team of 1,400...

About Us American Century Investments is a prominent global asset management firm dedicated to achieving investment success and fostering enduring client relationships while advancing research that enhances human health and saves lives. Established in 1958, our team of 1,400 professionals serves a diverse clientele, including financial advisors,...

About American Century Investments American Century Investments stands as a prominent global asset management firm dedicated to achieving investment success and nurturing enduring client relationships. Established in 1958, our team of 1,400 professionals caters to financial advisors, institutions, corporations, and individual investors, offering a diverse...

ABOUT FIRST FEDERAL BANKFirst Federal Bank of Kansas City stands as a prominent mutually owned financial institution in the Midwest, dedicated to serving families in Kansas and Missouri for many years. We pride ourselves on being a community-focused organization, fostering a culture that emphasizes progress and collaboration. Our mission is to empower...

Join RSM US LLP as a Senior Tax Manager At RSM, we pride ourselves on being the premier provider of professional services tailored for the middle market on a global scale. Our mission is to foster confidence amid change, enabling our clients and team members to achieve their utmost potential. Our expertise in Private Equity Portfolio Companies encompasses...

Position Objective:This role is dedicated to aiding Sales Consultants in enhancing their business prospects within a designated region. The Internal Sales Consultant's responsibilities encompass providing plan sponsors and Financial Advisors with product knowledge, plan structuring, technical assistance, and facilitating plan setup communications. The...

Job Description:ESOP (Employee Stock Ownership Plan) is a tool utilized by privately held businesses to generate liquidity, transition ownership and attract/retain talent. As member of Bank of America s ESOP Finance & Advisory s national practice, this position will support client teams (Relationship Management and Enterprise Credit) and GWIM advisors with...

Job OverviewObjective:The role is designed to deliver comprehensive administrative assistance to the Department Head within the School of Business (SOB) and its associated components. Key responsibilities encompass, but are not limited to:Overseeing the Department Head's scheduleOrganizing and preparing materials for meetings, as well as documenting meeting...

Job OverviewObjective:The role is designed to deliver comprehensive administrative assistance to the Department Head within the School of Business (SOB) and its associated units. Key responsibilities encompass, but are not limited to:Overseeing the Department Head's schedulePreparing meeting materials and documenting meeting minutesArranging travel logistics...

Job OverviewObjective:The role is designed to deliver comprehensive administrative assistance to the Department Head within the School of Business (SOB) and its associated units. Key responsibilities encompass, but are not limited to:Overseeing the Department Head's schedulePreparing meeting materials and documenting meeting minutesArranging travel logistics...

What to ExpectTesla Motors is seeking a Service Advisor dedicated to advancing one of the most innovative vehicle brands globally. This role demands a substantial degree of engagement with both customers and internal teams. The ideal candidate will excel in delivering exceptional customer service and demonstrate an aptitude for developing technical expertise...

Free Membership Benefits: The Advisor Daily eBlast + Exclusive Insights + Professional Networking AccessJoin Us TodayJob Title:Senior Vice President of Business GrowthCompany:Equipment Finance Advisor IncLocations: Opportunities Available NationwideEquipment Finance Advisor Inc is on the lookout for a proactive and seasoned expert in the commercial finance...

Position SummaryM&A Transactions. Divestitures. Integrations. Joint Ventures. Legal Entity Rationalization. You know what these terms mean and you have strong compliance and/or tax provision skills. You have worked with public companies and/or large multi-nationals and desire to join a team that is fast-paced, cross collaborative and project focused. If...

Our client, a leading growing Global Life Insurance Company is searching for a Corporate Transactions Senior Counsel. The Senior Counsel, Corporate Transactions, will be part of a small legal team and will provide legal advice for complex insurance growth and other transactions, manage corporate governance activities and provides support for other areas, as...

Camping World is seeking an Internal Advisor for our growing team.Our Internal Advisors are primarily responsible for initiating and processing requests for repair services from internal customers and providing administrative support to the Service Department as well as keep customers apprised of work progress. As an Internal Advisor you will primarily be...

Financial Advisor/Senior Financial AdvisorSummitry is a Bay Area wealth management firm with $2B in assets, 40+ employees and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. Join an innovative and collaborative team, focused on being the most admirable advisory firm helping families thrive...

Camping World is seeking an Internal Advisor for our growing team. Our Internal Advisors are primarily responsible for initiating and processing requests for repair services from internal customers and providing administrative support to the Service Department as well as keep customers apprised of work progress. As an Internal Advisor you will primarily...

Job DescriptionJob DescriptionJoin Our Award-Winning Team as a Member Advisor at our Tell City Service Center!Forbes has recognized Hoosier Hills Credit Union as one of Indiana’s Top Three Credit Unions for 2023 and 2024! Do you have a strong grasp of retail and Credit Union products and services, along with a proven track record of sales and service...

Position OverviewThis role is pivotal in ensuring customer satisfaction through effective communication and negotiation with suppliers. The individual will be tasked with generating competitive quotes that drive product sales.Key ResponsibilitiesConduct detailed takeoffs on fixture schedules for various projects.Research and analyze product offerings from...

Position Overview: As a pivotal member of Hoosier Hills Credit Union, the Member Advisor plays a crucial role in fostering exceptional member experiences at our service center. This position requires a solid understanding of retail banking and credit union offerings, coupled with a strong commitment to service excellence.Key Responsibilities:Deliver...

The Ty Schraufnagel Agency of American Family Insurance is looking for a positive, motivated individual to join their championship team as a full-time Insurance Risk Advisor.  Required Skills: Consistently maintain a positive, upbeat attitudeOutstanding at follow-upExcellent communication skills (phone, written, interpersonal)Capacity to prioritize Able...

Oversee all aspects of the company's tax strategy, planning, compliance, and reporting. This key leadership role will collaborate closely with internal stakeholders, external advisors, and regulatory authorities to ensure tax compliance and optimize the company's tax position. Job Duties and Responsibilities:Develop and implement tax strategies aligned with...

I am currently working with a leading AM LAW ranked firm, who are actively looking to recruit an experienced attorney who specializes in Corporate (M&A) to join their Kansas City office.Key Responsibilities:Conducting in-depth analysis, due diligence, and valuation of potential M&A targets.Managing the end-to-end M&A process, including negotiations, deal...

I am currently working with a leading AM LAW ranked firm, who are actively looking to recruit an experienced attorney who specializes in Corporate (M&A) to join their Kansas City office.Key Responsibilities:Conducting in-depth analysis, due diligence, and valuation of potential M&A targets.Managing the end-to-end M&A process, including negotiations, deal...

Job Summary The Cannabis Advisor is responsible for providing exceptional individualized customer service, educational consulting, and in some cases patient record management. Essential Duties and Responsibilities Possess a positive attitude while greeting customers and patients. Be an advocate of cannabis customer care. Help customers and patients...

Job DescriptionJob DescriptionCompany Overview: Lookout Ford is a well-established and reputable automotive dealership specializing in Ford vehicles. We take pride in delivering exceptional customer service and providing top-notch automotive solutions to our valued customers. As a Service Advisor, you will play a vital role in ensuring our clients'...

Position Title: Client Relations AdvisorEmployment Type: Full-timeLocation: Cedar City, UtahAt Chartway, we are dedicated to fostering a culture of engagement and growth. We prioritize respect, integrity, and kindness, and are committed to nurturing a diverse and inclusive environment where all team members can express their true selves. We believe that...

Become a Key Player as a Financial Services AdvisorAt Hoosier Hills Credit Union, we pride ourselves on delivering top-notch member service. As a Financial Services Advisor, you will play a crucial role in fostering relationships with our members and ensuring they receive tailored financial solutions.Your Responsibilities:Deliver Outstanding Service:Execute...

Job Description:Fidelity Charitable Gift Fund (\u201CFidelity Charitable\u201D) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced more than 200,000 donors to the benefits \u2014 and increased charitable impact \u2014 of using a donor-advised fund to meet their philanthropic...

Sales Advisor - Computers LocationOK - OKLAHOMA CITY Are you an outgoing computer enthusiast that would like to share your tech passion and knowledge with others? If so, ActionLink wants YOU to be a part of our sales team to experience Intel and Power Success in Every Byte! We are seeking an enthusiastic individual who will enjoy creating a...