Financial Services Expert

4 days ago


San Rafael, California, United States Jobot Full time
About the Opportunity
We are seeking a highly skilled Financial Services Expert to join our team at Jobot. As a key member of our team, you will be responsible for providing personalized financial guidance to individuals and businesses in the San Francisco Bay Area and throughout the country. Your expertise will include tax planning strategies, financial statement analysis, and tax compliance and reporting requirements.

**Key Responsibilities**
Prepare and review complex tax returns for individuals, partnerships, and corporations; Conduct tax research and provide recommendations for tax planning strategies; Assist clients with tax compliance and reporting requirements; Analyze financial statements and identify potential tax savings opportunities; Collaborate with clients to gather necessary financial information for tax preparation; Review and interpret financial reports to ensure accuracy and compliance with tax regulations; Provide guidance and support to junior staff members.

**What We Offer**
Estimated salary $95,000 - $120,000 per year, depending on experience. 2 cash bonus payouts yearly in June and December. Flexible schedule and aggressive growth opportunities.

  • San Rafael, California, United States Cornerstone Financial Services Full time

    At Cornerstone Financial Services, we are seeking a skilled and versatile Financial Services Coordinator to support our Sales Department. This dynamic role involves acting as a liaison between customers and our Documentation Department to facilitate timely loan closings.The successful candidate will have excellent communication skills, both written and...


  • San Rafael, California, United States Edelman Financial Engines Full time

    About the Role: As a Client Service Associate, you will play a pivotal role in partnering with our Financial Planners to provide exceptional customer service to our clients. We are seeking an individual with financial services experience to deliver outstanding service by building and maintaining strong client relationships, as well as performing all related...


  • San Rafael, California, United States Expert Seekers Training Full time

    Telecommunications Sales RoleExpert Seekers Training offers a dynamic sales opportunity for highly motivated and results-driven individuals. As a Telecommunications Consultant, you will play a critical role in driving revenue growth and expanding our customer base. This is an excellent opportunity to leverage your sales skills and expertise to build a...


  • San Rafael, California, United States Jobot Full time

    Job OverviewAs a Senior Financial Services Specialist at Jobot, you will be responsible for providing high-quality financial guidance to individuals and businesses. Our expert team offers a range of services, from basic tax management and accounting to complex audits, financial statements, and financial planning.Salary and BenefitsWe offer an estimated...


  • San Francisco, California, United States Disability Solutions Full time

    Grow your career with Voya FinancialWe are seeking a highly skilled Financial Services Expert to join our team in the Tax Exempt Market. As a key member of our sales team, you will play a critical role in delivering on-site education for Plan Sponsor Participants and conducting educational seminars/webinars focusing on Plan features and investments.This is...


  • San Fernando, California, United States Kelly Services Full time

    At Kelly Services, we're seeking a skilled Staff Accountant to join our dynamic team in San Fernando, CA. As an Accounting Expert for Financial Growth, you'll play a critical role in driving financial success and stability.Salary Range: $28-$34 per hour (Temp-to-Hire)Job DescriptionYou will be responsible for preparing and processing daily AR/AP invoices,...


  • San Diego, California, United States PNC Financial Services Group Full time

    About PNCPNC Financial Services Group is a leading provider of financial services, committed to delivering exceptional customer experiences and driving business growth. Our team members are the backbone of our organization, and we strive to create an inclusive and accessible work environment that fosters innovation and success.


  • San Rafael, California, United States Edelman Financial Engines Full time

    About the Job: We are looking for a highly skilled Financial Client Support Specialist to join our team. In this role, you will be responsible for coordinating client meetings, supervising account activity, preparing and reviewing account paperwork, and verifying accounts are traded into the correct model. If you have a passion for delivering top-notch...


  • San Ramon, California, United States Brillio Full time

    We are seeking a Financial Services Growth Expert to help drive revenue growth for our financial services clients in North America.About the OpportunityThis is an exciting opportunity for a experienced business development professional to join our team and leverage their expertise to drive growth.Main ResponsibilitiesDevelop and execute growth strategies for...


  • San Diego, California, United States Independent Financial Group , LLC Full time

    Home Office Regional ConsultantIndependent Financial Group, LLC (IFG) is a pioneering privately held independent broker-dealer based in San Diego, California. Founded in 2003, IFG offers an array of business solutions supporting over 655 total registered representatives across 410 offices nationwide.As a prominent player in the financial industry, IFG has...


  • San Diego, California, United States United Financial Full time

    Job Description: Financial Services RepresentativeUnited Financial is seeking a highly motivated Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for assisting clients with their financial needs and providing exceptional customer service.Responsibilities:Present and communicate company loan...


  • San Rafael, California, United States Marin City Health and Wellness Center Full time

    ResponsibilitiesThe Accounting and Financial Services Director will be responsible for leading the accounting and financial services teams in providing high-quality financial management services to the organization. Key duties include monitoring budget and financial performance metrics, managing financial, management, cost reporting, and analysis; net...


  • San Rafael, California, United States Marin City Health and Wellness Center Full time

    Leadership OpportunityWe are looking for an experienced Accounting and Financial Services Lead to join our team at Marin City Health and Wellness Center. In this role, you will oversee our financial operations, manage our accounting team, and develop and implement financial strategies to drive business growth.The successful candidate will have a strong...


  • San Diego, California, United States Priority Financial Group Full time

    About the RoleWe are seeking a skilled Financial Planning Specialist to join our team at Priority Financial Group. As a key member of our financial services team, you will be responsible for providing expert advice and guidance to clients on a range of financial matters.This is an exciting opportunity to work with a dynamic and forward-thinking organization,...

  • Financial Expert

    1 week ago


    San Jose, California, United States Cypress HCM Full time

    Job OverviewCypress HCM is seeking a highly skilled Financial Expert to join our Global Communications and Marketing team. This full-time, contracted position will support the communications and marketing team by facilitating streamlined processes and communication of all GCM finance activities.


  • San Diego, California, United States Disability Solutions Full time

    About the Position: As a Financial Solutions Expert, you will be responsible for providing expert advice and guidance to clients on financial matters. This includes analyzing financial and cash flow statements to assess and analyze financial conditions of companies and industry trends. You will work closely with product specialists to design and deliver...


  • San Francisco, California, United States OneMain Financial Full time

    About the RoleAs a Consumer Loan Sales Specialist at OneMain Financial, you will play a vital part in empowering customers by listening to their needs and providing them with friendly, fast, and affordable financing solutions for life's expenses.This role offers an excellent opportunity to learn the lending and servicing business, allowing you to grow your...


  • San Jose, California, United States Infinite Wise Solutions Full time

    Company OverviewInfinite Wise Solutions is a leading provider of financial services, dedicated to helping individuals and businesses achieve their long-term goals. Our team of experts is committed to delivering personalized solutions that cater to unique needs.


  • San Rafael, California, United States Big 5 Full time

    About UsBig 5 is committed to providing our customers with a unique shopping experience through our extensive product selection and expert staff.\Compensation$40,000 - $55,000 per year, depending on location and experience.\Job DutiesEngage with customers to understand their needs and preferences, making personalized recommendations to drive sales.Contribute...


  • San Rafael, California, United States Marin City Health and Wellness Center Full time

    Job OverviewThe Marin City Health and Wellness Center is seeking a highly motivated Financial Services Coordinator to join our team. This role will provide critical support to the organization's accounting functions, ensuring compliance with contracts and grants.This position offers a competitive salary of $63,000 - $75,000 per year, depending on experience....