Senior Financial Advisor
6 days ago
We are seeking a highly skilled Senior Financial Advisor - Tax Services to join our team at Sourced.. As a Senior Financial Advisor, you will play a critical role in providing expert tax advice to our clients, helping them navigate complex tax laws and regulations.
ResponsibilitiesYour key responsibilities will include:
- Preparing tax returns for small business clients and high-net-worth individuals
- Conducting tax planning consultations and implementing tailored tax strategies
- Maintaining accurate records and ensuring compliance with tax laws and regulations
To succeed in this role, you will need:
- A Bachelor's Degree in Accounting or related field
- A minimum of 3+ years of experience in public accounting, preparing taxes for 1040 and business clients
- Excellent communication and interpersonal skills
In return for your expertise and dedication, we offer a highly competitive salary package, including a base salary of $80,000-$95,000 per annum, as well as comprehensive health insurance and retirement plans.
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Senior Financial Strategist
3 days ago
Valley Center, Kansas, United States Sourced. Full timeSenior Tax Accountant Job Description:We are seeking an experienced Senior Tax Accountant to join our team as a tax planning specialist. The ideal candidate will have a minimum of 3+ years of experience in public accounting, preparing taxes for individuals and businesses.Job Responsibilities:Prepare and review tax returns for small business clients and high...
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Corporate Tax Advisor
1 week ago
Valley Center, Kansas, United States Sourced. Full timeTax Strategies and PlanningThis Senior Tax Accountant role offers an exciting opportunity to join our team at Sourced. and play a critical role in designing customized tax strategies for small business owners and high-net-worth individuals. You will use your expertise in tax law and regulations to provide top-notch advice to clients, helping them navigate...
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Financial Compliance Specialist
6 days ago
Valley Center, Kansas, United States Sourced. Full timeAbout the JobWe are seeking a highly skilled Senior Tax Analyst to join our team. As a Senior Tax Analyst, you will be responsible for preparing individual and corporate income tax returns, as well as providing tax planning strategies to minimize tax liability.Salary and Benefits$60,000 - $75,000 per year.100% Remote work arrangement.401K with Company...
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Senior Tax Analyst
6 days ago
Valley Center, Kansas, United States Sourced. Full timeCompany OverviewThe company emphasizes professional growth, collaboration, and a family-friendly work environment. They take pride in their corporate citizenship efforts, supporting nonprofits around the world and making a positive impact.Job DescriptionWe are looking for a highly skilled Financial Compliance Specialist to join our team. The ideal candidate...
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Tax Strategy Consultant
1 week ago
Valley Center, Kansas, United States Sourced. Full timeJob OverviewAs a Senior Tax Accountant, you will play a crucial role in designing customized tax strategies for small business owners and high-net-worth individuals. You will tailor your approach by getting to know your clients, their business, and their needs, and strategize and implement solutions that meet those needs.Salary and BenefitsThe salary for...
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Chief Growth Officer
4 weeks ago
Valley Center, Kansas, United States CBRE Full timeAbout the RoleAs a Business Development Managing Director, you will be responsible for developing and implementing sales strategies to achieve business growth objectives in the Global Workplace Solutions Technology sector for integrated Real Estate and Facilities Management outsourcing pursuits.Key ResponsibilitiesIdentify opportunities and lead/manage...
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Retirement Income Advisor
2 weeks ago
Valley Forge, Pennsylvania, United States American Senior Benefits Full timeJoin Our TeamWe are seeking a dedicated and compassionate Retirement Income Advisor to help us achieve our mission of protecting the financial security of America's seniors. In this critical role, you will work closely with clients to understand their unique needs and develop personalized plans to ensure their long-term financial well-being.Your key...
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Senior Financial Professional
4 weeks ago
Moreno Valley, California, United States Creative Financial Staffing Full timeFinancial Services Opportunity">Our financial services client is seeking a Senior Financial Professional to support all regulatory and financial reporting processes. The successful candidate will be responsible for report preparation in accordance with GAAP or regulatory guidelines, including account analysis and reconciliation, fixed asset, prepaids and...
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Retirement Plan Advisor
1 week ago
Union Valley, Texas, United States Financial & Realty Services, LLC Full timeJob DescriptionF inancial & Realty Services, LLC is recruiting a Retirement Plan Advisor to join our team. As a Retirement Plan Advisor, you will work closely with clients to understand their retirement goals and develop customized plans to help them achieve those goals.Key ResponsibilitiesAnalyze clients' financial data and develop comprehensive retirement...
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Senior Financial Planning Specialist
4 weeks ago
West Valley City, Utah, United States OneMain Financial Full timeRole OverviewWe are seeking a highly skilled Senior Financial Planning Specialist to join our team at OneMain Financial. As a key member of our finance team, you will be responsible for supporting the financial planning and analysis functions.Key Responsibilities:Support the development of financial models and forecasts to inform business decisionsAnalyze...
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Spring Valley, New York, United States Northwestern Mutual Full timeWe are seeking a talented Financial Advisor to join our team at Northwestern Mutual. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and securing their financial futures.The estimated salary for this position is $80,000 - $150,000 per year, depending on experience and performance. This figure is based on...
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Senior Financial Planning and Analysis Manager
4 weeks ago
West Valley City, Utah, United States OneMain Financial Full timeOneMain Financial is seeking a highly skilled Senior Financial Planning and Analysis Manager to join its growing FP&A team.About the RoleThis exciting opportunity offers exposure to business and financial leaders across the company, with a focus on supporting OneMain's financial expense planning and analysis, as well as internal financial reporting...
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Entry-Level Financial Advisor
4 days ago
Fountain Valley, California, United States The Fadil Group Full timeJoin Our TeamWe are seeking an Entry-Level Financial Advisor to join our dynamic team at The Fadil Group of Northwestern Mutual. As a Financial Representative, you will have the opportunity to make a lasting impact by guiding individuals and families in your community towards financial security and success.Key ResponsibilitiesEngage with clients to...
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Senior Tax Advisor
4 weeks ago
Spring Valley, Nevada, United States Spring Tax Advisors Full timeJob DescriptionAt Spring Tax Advisors, we seek a responsible, experienced Tax Senior to join our team. As an important member of our Spring office, you will work with a team responsible for tax preparation & review, tax planning, and consulting for various clients, mostly small business owners. Your role will involve developing relationships with clients,...
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Internal Wealth Advisor
6 days ago
Union Valley, Texas, United States Financial & Realty Services, LLC Full timeJob Description: As a Financial Advisor - Internal Retirement Specialist, you will be responsible for providing education and guidance to participants regarding their retirement plan. You will initiate calls to targeted participants to discuss contribution levels and encourage appropriate increases in deferrals to support retirement goals. Additionally, you...
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Higher Education Financial Aid Advisor
2 weeks ago
Center Valley, Pennsylvania, United States DeSales University Full timeFinancial Aid Counselor ResponsibilitiesThe successful candidate will have a bachelor's degree and 1-3 years of experience in financial aid. Key responsibilities include evaluating financial aid application information, preparing financial aid packages, and advising students and their families. You will also work closely with other university offices and...
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Senior Benefits Advisor
2 weeks ago
Valley Forge, Pennsylvania, United States American Senior Benefits Full timeDive into a Rewarding Career as an Insurance Sales Specialist - HybridAt American Senior Benefits, we empower agents to succeed and give back to their communities. As an Insurance Sales Specialist - Hybrid, you'll join a team committed to protecting retirement income and educating seniors. You'll leverage our comprehensive toolkit of over 220 top named...
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Financial Tax Specialist
4 weeks ago
Byron Center, Michigan, United States Creative Financial Staffing Full time**About Our Client**Creative Financial Staffing is a leading provider of financial staffing solutions, committed to connecting talented professionals with top clients.We are seeking an experienced Financial Tax Specialist to join our team. As a trusted advisor, you will play a key role in delivering exceptional tax services to our clients.About the RoleThis...
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College/Intern Financial Representative
3 days ago
Center Valley, United States Northwestern Mutual Full timeCollege Financial Representative, Internship ProgramCollege Financial Representatives in the internship program at Northwestern Mutual, Center Valley, are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds...
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Senior Financial Administrator
1 week ago
Newton Center, Massachusetts, United States Designer Advantage Full timeJob Title: Senior Financial AdministratorEstimated Salary: $55,000 - $65,000 per yearWe are seeking a highly motivated and detail-oriented Senior Financial Administrator to join our team at Designer Advantage. As an Account Manager, you will be responsible for managing the day-to-day communication and relationship building with a portfolio of interior design...
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Senior Financial Administrator
4 days ago
Lewis Center, Ohio, United States LHH Recruitment Solutions Full timeJob OverviewLHH Recruitment Solutions is seeking an experienced Senior Financial Administrator to manage our client's billing and accounts payable processes using QuickBooks.
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Full-time Financial Representative
3 days ago
Center Valley, United States Northwestern Mutual Full timeFinancial RepresentativeAs business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your...
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Senior Hospitality Financial Leader
4 weeks ago
Paradise Valley, Arizona, United States Scottsdale Plaza Resort Full timeOverviewThe Scottsdale Plaza Resort seeks a seasoned Senior Hospitality Financial Leader to oversee the financial operations of our esteemed resort and the Elevation Hotel & Spa.This Complex Director of Finance will provide strategic leadership in maintaining accurate and timely financial reporting, ensuring compliance with all federal, state, and local...
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Financial Services Lead Accountant
4 weeks ago
Moreno Valley, California, United States Creative Financial Staffing Full timeAbout This RoleWe are seeking a highly skilled Lead Accountant to join our financial services team. As a key member of our accounting department, you will be responsible for supporting all regulatory and financial reporting processes, specifically report preparation in accordance with GAAP or regulatory guidelines.This will include account analysis and...
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Senior Commercial Relationship Director
2 weeks ago
Portola Valley, California, United States BMO Financial Group Full timeOverview: BMO Financial Group is the 8th largest bank in North America, with a strong presence in the commercial lending market. As a Senior Commercial Relationship Director, you will be responsible for creating and maintaining relationships with key clients across our footprint.
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Business Solutions Advisor
2 weeks ago
Jurupa Valley, United States Disability Solutions Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...