Sr. Wealth Strategist

About the RoleThe Senior Retirement Wealth Strategist will play a crucial role in ensuring the financial security of USAA members by assessing their current retirement income needs, providing expert advice, and making tailored recommendations. This position requires an individual who can effectively communicate complex financial concepts to clients and...

Company OverviewHarrison Gray Search and Consulting LLC has partnered with a rapidly growing multi-family office seeking an experienced Tax Manager/Strategist. This role is ideal for individuals who thrive on tackling complex tax challenges while mentoring junior staff. Job DescriptionThe Tax Manager will play a key role in providing sophisticated tax...

About SHI GmbHSHI GmbH, a global provider of IT solutions and services, empowers organizations to drive change through technology. Since 1989, we have grown every year, helping over 17,000 organizations worldwide solve what's next.We pride ourselves on our diverse workforce, with a strong commitment to diversity and inclusion. Our employees enjoy:Continuous...

Job SummaryThe purpose of the GEA Strategist position is to facilitate relationships and coordinate legislative efforts on the state and local level within a given territory. The GEA Strategist will work at the direction of the Director of Government and Education Affairs and with Account Executives and SHI's government consultants to help position SHI as an...

July 16 Sr. Manager of Tax Phoenix, AZ Direct Hire Job ID: 7bb8d089-5445-43de-8c5d-220d0b6a10db Our growing client is looking for a Sr. Manager Tax position offering $150K to $175K plus bonus, with a hybrid remote arrangement in Phoenix, AZ. The ideal candidate will have 10+ years of public accounting experience,...

Job SummaryWe are seeking a skilled Retirement Income Specialist to provide expert advice to members on retirement planning, annuities, and investment strategies.ResponsibilitiesThis role involves:Conducting assessments to determine member needs and circumstances.Developing and recommending effective retirement income plans.Maintaining knowledge of industry...

Our growing client is looking for a Sr. Manager Tax position offering $150K to $175K plus bonus, with a hybrid remote arrangement in Phoenix, AZ. The ideal candidate will have 10+ years of public accounting experience, CPA or EA certification, and supervisory experience. A Master's in Tax is preferred. The role involves working with high-net-worth...

About This RoleThis is an exciting opportunity to join SHI GmbH as a Government Affairs Strategist. You will develop and maintain relationships with C-level executives, IT leaders, and elected officials, articulating SHI's capabilities to existing and potential customers.You will influence government strategy, collaborate with the Director to identify and...

Sophisticated Tax ServicesAs a Tax Manager/Strategist, you will play a key role in providing sophisticated tax services to clients with intricate financial situations. You will work closely with a collaborative team in a supportive environment to deliver integrated client solutions.ResponsibilitiesThe successful candidate will be responsible for:Preparing...

About UsSHI GmbH has been empowering organizations to drive change through technology since 1989. With a strong commitment to diversity and inclusion, we have grown every year, helping over 17,000 organizations worldwide solve what's next.We pride ourselves on our diverse workforce, offering:Continuous professional growth and leadership opportunitiesHealth,...

FO Advisory Firm is looking to add a Tax Manager to their growing team!This Jobot Job is hosted by: Sydney WeaverAre you a fit? Salary: $120,000 - $200,000 per yearA bit about us:Are you an experienced tax professional with a strong background in high-net-worth (HNW) client advisory? A leading, well-funded wealth management firm is looking for a Senior Tax...

Job Description Job Description Harrison Gray Search has partnered with a fast-growing multi-family office as they add a Tax Manager/Strategist to their team in Phoenix.About the Firm:Our client is a purpose-driven, multi-family office based in Phoenix, specializing in serving ultra-high-net-worth clients. Their team integrates wealth management, tax...

Harrison Gray Search has partnered with a fast-growing multi-family office as they add a Tax Manager/Strategist to their team in Phoenix. About the Firm: Our client is a purpose-driven, multi-family office based in Phoenix, specializing in serving ultra-high-net-worth clients. Their team integrates wealth management, tax strategy, and estate planning to...

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...

About SHI GmbHSHI GmbH, a global provider of IT solutions and services, empowers organizations to drive change through technology. Since 1989, we have grown every year, helping over 17,000 organizations worldwide solve what's next.We pride ourselves on our diverse workforce, offering:Continuous professional growth and leadership opportunitiesHealth,...

A well-established company in Phoenix, AZ, is seeking a highly experienced Senior Tax Manager. This position offers a competitive salary of $150K to $175K plus bonus and includes a hybrid remote work arrangement. To qualify for this role, the ideal candidate should have a minimum of 10 years' experience in public accounting, hold a CPA or EA...

LN Concerts, Director of F&B Product StrategyApply locationsChicago, IL, USAPhoenix, AZ, USAAtlanta, GA, USAIndianapolis, IN, USATime type: Full timePosted on: Posted YesterdayJob requisition id: JR-76358Job Summary:WHO ARE WE?Live Nation Entertainment is the world's leading live entertainment company, comprised of global market leaders: Ticketmaster, Live...

About Us: BW Design Group is a fully integrated architecture, engineering, construction, system integration, and consulting firm committed to helping our clients realize their most critical goals from Strategy to Commercialization. As the only firm born from a manufacturing technology company to become an independent and fully integrated firm, we combine...

About Us: BW Design Group is a fully integrated architecture, engineering, construction, system integration, and consulting firm committed to helping our clients realize their most critical goals from Strategy to Commercialization. As the only firm born from a manufacturing technology company to become an independent and fully integrated firm, we combine...

About Us: BW Design Group is a fully integrated architecture, engineering, construction, system integration, and consulting firm committed to helping our clients realize their most critical goals from Strategy to Commercialization. As the only firm born from a manufacturing technology company to become an independent and fully integrated firm, we combine...