Financial Services Professional
3 weeks ago
We are a locally owned CPA firm with over 20 years of experience serving the community with tax preparation, accounting, and business advisory services.
Our shared entrepreneurial spirit drives us to see and do things differently, supporting our clients in their personal and professional lives.
Job Summary:
We are seeking an experienced Accountant to join our growing team. The ideal candidate will have previous experience in accounting or related fields, fundamental knowledge of debits and credits, and experience with current computer accounting programs and reporting tools.
Responsibilities:
The successful candidate will be responsible for preparing and examining accounting records, financial statements, taxes, and other financial reports for multiple clients. They will also develop and analyze reporting for multiple business operations and budgets, perform reviews ensuring adherence to standard requirements, create new processes to improve financial efficiency, and report analysis and findings to management.
Requirements:
To be considered for this role, candidates must have previous experience in accounting or related fields, fundamental knowledge of debits and credits, experience with current computer accounting programs and reporting tools, QuickBooks Online experience, and strong analytical and problem-solving skills.
What We Offer:
RubyCo. Concierge Tax + Accounting offers a competitive salary range of $22.00 - $26.00 per hour based on experience, PTO, 401K Matching program, Health/Dental/Vision insurance, and professional development opportunities. We have a culture that embraces challenge and provides support to help our employees grow, both professionally and personally.
-
Certified Financial Services Professional
3 weeks ago
Tucson, Arizona, United States Tocco Financial Services Inc Full timeSalary: $80,000 - $150,000 per year, based on experience and current client base.Job ResponsibilitiesMeet with clients and prospects to understand their current circumstances and goals.Analyze the information presented by the client or prospect to determine how we may be able to help.Develop and present a plan to help optimize their current financial...
-
Financial Services Leadership Role
3 weeks ago
Tucson, Arizona, United States Tocco Financial Services Inc Full timeKey ResponsibilitiesAs a Senior CFP Financial Advisor, you will be responsible for:Meeting with clients and prospects to understand their financial goals and objectives;Analyzing client data to identify areas for improvement and develop personalized financial plans;Presenting financial plans to clients and addressing any questions or concerns they may...
-
Pls Financial Services Representative
3 weeks ago
Tucson, Arizona, United States Pls Financial Services, Inc. Full timeJob Description:We are seeking a highly skilled and experienced PLS FINANCIAL SERVICES REPRESENTATIVE to join our team. As the primary point-of-contact with our customers, you will be accountable for delivering superior customer service and selling company products and services.About the Role:This is a dynamic and challenging role that requires strong...
-
Senior Financial Planner
3 weeks ago
Tucson, Arizona, United States Tocco Financial Services Inc Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planner to join our team at Tocco Financial Services Inc. Based on experience and current client base, the estimated salary for this position is $120,000 - $200,000 per year.The successful candidate will be responsible for meeting with clients and prospects to understand their financial goals and...
-
Financial Planning Specialist
13 hours ago
Tucson, Arizona, United States Tocco Financial Services Inc Full timeWe are seeking a highly skilled Senior CFP Financial Advisor to join our team at Tocco Financial Services Inc.This is an exceptional opportunity for a seasoned financial professional to grow with our rapidly expanding firm, which utilizes the services of LPL Financial and remains in the top 0.5% of all LPL affiliated firms year after year.The ideal candidate...
-
Financial Services Professional
3 weeks ago
Tucson, Arizona, United States RubyCo. Concierge Tax + Accounting Full timeAs a Financial Services Professional at RubyCo. Concierge Tax + Accounting, you will have the opportunity to work with a locally owned CPA firm that has been serving the community for over 20 years. Our shared entrepreneurial spirit drives us to see and do things differently, supporting our clients in their personal and professional lives.The estimated...
-
Senior Financial Advisor Lead
14 hours ago
Tucson, Arizona, United States Tocco Financial Services Inc Full timeWe are currently seeking a highly experienced Senior Financial Advisor Lead to join our team at Tocco Financial Services Inc.This individual will play a key role in helping us achieve our goal of becoming the leading financial planning firm in the Tucson market.The ideal candidate will have a proven track record as a Financial Advisor, excellent leadership...
-
Senior Financial Planning Manager
3 weeks ago
Tucson, Arizona, United States Tocco Financial Services Inc Full timeJob OverviewTocco Financial Services Inc, a rapidly growing independent financial planning firm, is seeking an experienced Senior CFP Financial Advisor to join our team. As a key member of our organization, you will be responsible for providing expert financial guidance to clients and contributing to the growth and success of our company.This position offers...
-
Financial Services Professional
5 days ago
Tucson, Arizona, United States New York Life Insurance - Arizona Full time**New York Life Insurance - Arizona Overview**New York Life, a prominent Fortune 100 company in the financial industry, presents an exciting opportunity for a Financial Professional to thrive in Tucson, AZ. As a member of our team, you will undergo thorough training covering key aspects such as marketing, CRM, and interpersonal skills.With a dedicated...
-
Career Opportunities in Financial Services
3 days ago
Tucson, Arizona, United States Community Choice Financial Family of Brands Full timeCommunity Choice Financial Family of Brands is a leading retailer of financial services to unbanked and underbanked consumers. Our commitment to diversity, inclusion, and belonging drives our success and we are committed to hiring, developing, and retaining talent of various backgrounds who demonstrate our shared values.We offer a comprehensive new hire...
-
Career Opportunities in Financial Services
5 hours ago
Tucson, Arizona, United States Community Choice Financial Family of Brands Full timeAbout UsCommunity Choice Financial Family of Brands is a leading retailer of financial services to unbanked and underbanked consumers. Our company, CFF, is the parent entity to eleven brands, including TitleMax, TitleBucks, InstaLoan, Check Into Cash, Cash 1, Check Smart, Easy Money, Rapid Cash, and Speedy Cash.Our MissionWe are committed to helping people...
-
Lead Financial Planner and Advisor
3 weeks ago
Tucson, Arizona, United States Tocco Financial Services Inc Full timeAbout the RoleWe are seeking a Senior CFP Financial Advisor to join our team at Tocco Financial Services Inc. The ideal candidate will have extensive experience in financial planning and a strong desire to mentor and lead a team.The Senior CFP Advisor will be responsible for meeting with clients and prospects, analyzing their financial situations, and...
-
Senior Financial Planning Consultant
3 weeks ago
Tucson, Arizona, United States Tocco Financial Services Inc Full timeJob OverviewTocco Financial Services Inc is a rapidly growing, independent financial planning firm. We utilize the services of LPL Financial, the largest independent broker/dealer in the nation.We remain in the top 0.5% of all LPL affiliated firms year after year, placing us in LPL's premier Executive Council.We achieve this level of success by cultivating a...
-
Career Opportunity in Financial Services
3 days ago
Tucson, Arizona, United States Community Choice Financial Family of Brands Full timeCompany OverviewCommunity Choice Financial Family of Brands is a leading retailer of financial services to unbanked and underbanked consumers. Our company provides access to short-term financial solutions through multiple brands, including TitleMax, TitleBucks, InstaLoan, Check Into Cash, Cash 1, Check Smart, Easy Money, Rapid Cash, and Speedy Cash.
-
Financial Services Professional
2 days ago
Tucson, Arizona, United States Empower Full timeAt Empower, we believe that empowering our associates to transform financial lives is key to our success. To achieve this vision, we offer a flexible work environment and fluid career paths. We not only encourage but celebrate internal mobility, recognizing the importance of purpose, well-being, and work-life balance. Our welcoming and inclusive environment...
-
Bilingual Sales Professional
3 weeks ago
Tucson, Arizona, United States Pls Financial Services, Inc. Full timeAbout UsPLS Financial Services, Inc. is a leading financial services company dedicated to providing innovative solutions to our customers.Role DescriptionWe are looking for a talented Bilingual Sales Professional to join our sales team. In this role, you will be responsible for selling our products and services to customers, building strong relationships...
-
Tucson Financial Services Professional
3 hours ago
Tucson, Arizona, United States City of Tucson Arizona Full timeWhy Join Our Team: The City of Tucson offers a comprehensive benefits package, opportunities for professional growth and development, and a collaborative work environment. As a Principal Accountant, you will have the chance to make a meaningful contribution to the City's financial management and contribute to the well-being of our community.Qualifications:...
-
Customer Service Ambassador
2 weeks ago
Tucson, Arizona, United States Pls Financial Services, Inc. Full timeAt Pls Financial Services, Inc., we're seeking a dedicated and customer-focused individual to join our team as a Customer Service Ambassador. As the primary point-of-contact with our customers, you will be responsible for delivering exceptional service and support. Main Responsibilities:Provide top-notch customer service via phone, email, and in-personSell...
-
Personal Financial Advisor, Branch Manager
5 days ago
Tucson, Arizona, United States PNC Financial Services Group, Inc. Full timeJob DescriptionThis position involves managing customer relationships, identifying opportunities for growth, and delivering exceptional customer experiences. You will work closely with our customers to understand their financial goals and develop personalized strategies to help them achieve success.Key Skills and Qualifications:Proven track record of success...
-
Banking Professional
2 weeks ago
Tucson, Arizona, United States PNC Financial Services Group Full timeJob DescriptionCompany OverviewPNC Financial Services Group is a leading financial services company dedicated to delivering exceptional customer service and creating a positive work environment.Salary$40,000 - $60,000 per year, depending on experience.Job RequirementsDeliver unique customer experiences aimed at improving customer financial wellbeing and...