Tax Expert Advisor
5 days ago
Your Key Responsibilities:
- Assist clients with tax deposits and filing
- Manage inquiries from state and federal agencies
- Provide exceptional support to clients via phone, email, or chat-based communication
What We're Looking For:
- A minimum of two years of client service and/or call center experience OR a minimum of four years of Insurance/Financial Institution experience
- Excellent communication skills, both written and verbal
- Proficiency in using Microsoft Office tools, including Outlook, Word, and Excel
- Ability to work in a metrics-driven environment as part of a structured day
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Experienced Tax Advisor
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2 weeks ago
Tempe, Arizona, United States Edward Jones Full timeDirector - Tax and Estate Strategy at Edward Jones summary:The Director of Tax and Estate Strategy at Edward Jones leads a team of tax and estate planning experts to provide tailored financial planning services for high net worth clients. This role involves strategic development, client engagement, and collaboration with internal and external stakeholders to...
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Director - Tax and Estate Strategy
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Director - Tax and Estate Strategy
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Tempe, Arizona, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
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Director, Tax/Estate Strategy
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Tax Business Advisor
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Wealth Management Expert
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High Net Worth Financial Advisor
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Tempe, Arizona, United States Edward Jones Full timeWe're looking for a seasoned Team Leader to join our High Net Worth Financial Planning team!As a Team Leader, you'll be responsible for leading a talented team of financial planners and subject matter experts to deliver exceptional client experiences and achieve business results. You'll develop and execute team objectives, drive team performance, and...
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Tax Associate
3 weeks ago
Tempe, Arizona, United States Baker Tilly US, LLP Full timeBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide...
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Senior Financial Advisor
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Tempe, Arizona, United States Edward Jones Full timeAnd Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk....
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Portfolio Development Expert
4 weeks ago
Tempe, Arizona, United States Edward Jones Full timeAbout the JobWe are looking for an experienced Portfolio Development Expert to join our team. In this role, you will be responsible for creating and implementing comprehensive investment plans that align with the goals and risk tolerance of our high-net-worth clients.With a strong background in financial planning and portfolio management, you will provide...
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Tax Compliance Experts
4 days ago
Tempe, Arizona, United States Experis Full timeWe are seeking experienced State and Federal Tax Professionals to join our team. As a member of our team, you will be responsible for preparing and reviewing tax returns and schedules related to federal, state and local tax liabilities. You will also assist in tax audits and maintain current knowledge of all tax laws affecting the company.Key...
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Senior Financial Advisor
7 days ago
Tempe, Arizona, United States Edward Jones Full timeSenior Financial Advisor - Edward Jones Connections at Edward Jones summary:As a Senior Financial Advisor at Edward Jones, I focus on delivering exceptional client service tailored to the needs of our smaller clients while collaborating closely with local branch teams. My responsibilities include guiding clients through financial decisions, addressing...
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Federal Tax Specialists
4 days ago
Tempe, Arizona, United States Experis Full timeExperis is seeking highly qualified Tax Compliance Professionals to work on various client projects. Our team of experts brings a wealth of knowledge and experience in tax compliance, ensuring exceptional service standards while working on projects. As a Federal Tax Specialist, you will be responsible for preparing and reviewing tax returns and schedules...
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Financial Advisor
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Tempe, Arizona, United States Edward Jones Full timeYou could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our...
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Corporate Tax Expert
7 days ago
Tempe, Arizona, United States BCforward Full time**Job RequirementsTo be successful as a Tax Analyst at BCforward, you will need to possess:Bachelor's degree or equivalent work experienceMinimum 5 years of relevant experience, preferably with a CPA certificationStrong technical tax knowledge and experience with Microsoft Office products, particularly Excel and WordAbout the CompanyBCforward is a leading...