Financial Services Specialist
4 days ago
Hutchinson & Bloodgood LLP has been serving clients for over 100 years, providing expert advice and services across various industries.
Job Summary
This role offers an exciting opportunity to develop your accounting skills while expanding your knowledge in tax and audit. As an Associate with Hutchinson & Bloodgood LLP, you will be responsible for:
- Completing financial reporting projects, including financial statement audits and internal control system reviews.
- Preparing tax returns, performing tax planning, and conducting research.
- Examining and analyzing financial information to identify potential issues or opportunities.
- Developing solutions and recommendations to address identified issues or opportunities.
Requirements
To succeed in this role, you must possess:
- An undergraduate degree.
- CPA Candidate status preferred.
- Strong technical skills, including proficiency in Microsoft Office and accounting systems.
- Excellent communication and interpersonal skills.
- The ability to work independently with minimal supervision.
Benefits
We offer a comprehensive compensation and benefit package, including:
- 20 days PTO.
- Overtime pay at 1.5 times the hourly rate.
- Excellent health benefits.
- A Student Loan Paydown Program.
- Tuition reimbursement.
- An excellent work/life balance.
-
Financial Sales Specialist
4 days ago
Santa Ana, California, United States Slingo Financial Services Full timeAbout the OpportunityAs a Financial Sales Specialist with Slingo Financial Services, you'll have the chance to earn an estimated $1,000-$10,000 per month by selling insurance policies to clients who have already requested information.This is a unique opportunity for highly motivated individuals who want to build their own business and achieve financial...
-
Financial Services Engagement Specialist
1 week ago
Santa Barbara, California, United States Disability Solutions Full timeAbout the RoleAs a Financial Services Engagement Specialist at Bank of America, you will play a critical role in driving the growth of our business by delivering exceptional client experiences. This position is a fantastic opportunity to build relationships with clients and help them achieve their financial goals.The ideal candidate will have strong...
-
Financial Management Specialist
4 weeks ago
Santa Barbara, California, United States Balance Financial Management Full timeJob OverviewWe are seeking a highly skilled Accounting Manager to join our team at Balance Financial Management. This is an excellent opportunity for a detail-oriented individual with a passion for accounting and finance to take on a key role in our organization.About the JobThe Accounting Manager will play a vital part in ensuring the smooth operation of...
-
Financial Services Consultant
3 days ago
Santa Ana, California, United States Slingo Financial Services Full timeAbout the CareerAs a Financial Services Consultant with Slingo Financial Services, you will have the opportunity to build a successful career in the financial services industry. You will work from home or in your area, and never make cold calls.You will receive one-on-one training with a professional mentor, participate in webinars and training events, and...
-
Senior Financial Operations Lead
4 weeks ago
Santa Barbara, California, United States Balance Financial Management Full timeJob DescriptionWe are seeking an experienced Senior Financial Operations Lead to join our team at Balance Financial Management. As a key member of our accounting team, you will be responsible for leading a team of skilled professionals and providing exceptional client service.About the RoleThe Senior Financial Operations Lead will oversee the day-to-day...
-
Financial Aid Specialist
1 week ago
Santa Barbara, California, United States University of California, Santa Barbara Full time**Job Summary**We are looking for a highly motivated Financial Aid Specialist to join our team at the University of California, Santa Barbara. As a key member of our Office of Financial Aid and Scholarships, you will be responsible for providing financial aid support to students and families.The successful candidate will have a strong background in financial...
-
Financial Support Specialist
4 weeks ago
Santa Barbara, California, United States Heather Stern Full timeJob OverviewWe are seeking a highly skilled Financial Support Specialist to join our team at Heather Stern. In this role, you will be responsible for day-to-day operations support, including answering inbound calls and emails as the primary point of contact for clients. Your exceptional communication skills, keen attention to detail, and commitment to...
-
Santa Barbara, California, United States Balance Financial Management Full timeJob Summary:">We are seeking a highly skilled and experienced Director of Accounting, Non-Profits to oversee all financial aspects of our organization.The ideal candidate will be responsible for managing financial procedures, budgeting, financial reporting and client relationships.Key Responsibilities:">Oversee all accounting functions including accounts...
-
Financial Services Professional
4 weeks ago
Santa Barbara, California, United States Fidelity Investments Full timeAbout the RoleThis position is a key member of our branch team, working closely with clients to understand their financial needs and provide tailored solutions.The Financial Representative will be responsible for building and maintaining strong relationships with clients, identifying opportunities to deepen their engagement with Fidelity, and delivering...
-
Financial Services Professional
4 days ago
Santa Barbara, California, United States Rustman Agency Full timeWe are excited to announce that Rustman Agency is hiring Financial Services Professionals to join our team. As a successful agent, you will have the ability to work from anywhere and set your own schedule.With our comprehensive training program, you will have the opportunity to learn and develop your skills in the insurance industry. You will also have...
-
Financial Services Professional
1 week ago
Santa Barbara, California, United States Edward Jones Full timeAbout the Role: We are seeking a highly motivated and results-driven Financial Services Professional to join our team. As a key member of our branch office, you will play a critical role in building strong relationships with our clients, identifying opportunities to create efficiency, and delivering exceptional personalized service.What You'll Do:You will...
-
Highly Experienced Financial Professional
4 weeks ago
Santa Barbara, California, United States Beer Financial Group Full timeAbout Our TeamWe are a dynamic team of ambitious professionals at the Beer Financial Group, driven by a shared passion for delivering exceptional financial services. As a seasoned Financial Advisor, you will play a pivotal role in shaping our team's success and contributing to the growth of our insurance and financial services portfolios.Key...
-
Financial Operations Specialist
4 weeks ago
Santa Barbara, California, United States Santa Barbara Botanic Garden Inc Full timeJob OverviewWe are seeking a highly skilled Financial Operations Specialist to join our team at the Santa Barbara Botanic Garden Inc. This full-time position is responsible for supporting the accounting team by performing various financial operations, including accounts payable, accounts receivable, and general ledger management.Estimated Salary: $65,000 -...
-
Financial Services Specialist
4 days ago
Santa Ana, California, United States Orange County's Credit Union Full timeJob SummaryWe are seeking a highly skilled Financial Services Specialist to join our team at Orange County's Credit Union. In this role, you will be responsible for providing exceptional service experiences for internal associates and external members.The ideal candidate will have a strong understanding of financial services processes, including levies,...
-
Guarding Services Specialist
4 days ago
Santa Barbara, California, United States Unified Protective Services Full timeAbout the RoleWe are seeking a highly skilled and experienced Guarding Services Specialist to join our team at Unified Protective Services. As a key member of our security team, you will be responsible for providing exceptional customer service and ensuring the safety and security of our clients.In this role, you will conduct regular foot patrols, monitor...
-
Financial Services Professional
4 weeks ago
Santa Barbara, California, United States Bank of America Full timeJob OverviewWe are seeking a highly motivated Financial Services Professional to join our team on the Central Coast. This role will be based in Santa Barbara, California.
-
Financial Services Assistant Manager
1 week ago
Santa Barbara, California, United States Tutku Perkin Inc Full timeAbout UsTutku Perkin Inc is a reputable financial services company that offers a range of products and services designed to help individuals achieve their financial goals. Our team is committed to delivering exceptional client service and providing a supportive work environment.Salary RangeThe estimated annual salary for this position is $50,000.00 -...
-
Merchant Services Financial Analyst
3 days ago
Santa Barbara, California, United States PayJunction Full timeAbout the RoleWe are seeking a highly skilled Merchant Services Financial Analyst to join our team at PayJunction. In this role, you will be responsible for analyzing financial data and assessing credit risk for larger exposure merchants. Your expertise in financial analysis and strong communication skills will enable you to make sound underwriting decisions...
-
Financial Services Specialist
4 days ago
Santa Maria, California, United States COASTHILLS FEDERAL CREDIT UNION Full timeJob SummaryWe are seeking a highly motivated and experienced Financial Services Specialist to join our team at COASTHILLS FEDERAL CREDIT UNION. This is a unique opportunity to work in a dynamic environment where you will be responsible for identifying the financial needs of Credit Union members and effectively cross-selling products, services, and...
-
Financial Services Specialist
6 days ago
Santa Maria, California, United States COASTHILLS FEDERAL CREDIT UNION Full timeJob OverviewAs a Financial Services Specialist at COASTHILLS FEDERAL CREDIT UNION, you will have the opportunity to work in a dynamic environment where you can make a real difference in people's lives. This role is perfect for individuals who are passionate about delivering exceptional customer service and building strong relationships with members.About the...