Tax Advisor

Job DescriptionWe are an insurance technology and distribution platform that is revolutionizing the industry. Our innovative approach allows us to issue policies in under one minute, making us one of the top distributors of digital life insurance policies worldwide. Our in-house marketing team generates exclusive client requests for our advisors, and we own...

Unlock Your Potential as a Remote Client AdvisorGriffin Agency is seeking a talented and driven individual to join our team as a Client Advisor. In this role, you will have the opportunity to work with a leading-edge technology platform and distribution channels to transform the life insurance industry.About the Role:This is a remote position that combines...

Job SummaryThe Payroll Manager is responsible for overseeing all activities of payroll processing and the payroll tax functions to ensure the timely and accurate remittance in accordance with governmental regulations. This role requires a strong understanding of payroll laws and regulations, as well as excellent analytical and problem-solving skills.Key...

Job DescriptionOverviewThe Customer Success Presales team is responsible for assisting the Direct Sales Organization to increase Annual Recurring Revenue (ARR) while setting the groundwork for successful implementation projects by the Customer Success (CS) Delivery organization.As a Customer Success Advisor, you will contribute to deal strategy, pitch the...

Lead Advisor is a consulting and search firm specializing in wealth management. This role is for one of our clients in Indianapolis. To view other open roles, visit jobs.lead-advisor.comRole profileOur client is a leading comprehensive private wealth management firm committed to providing tailored financial solutions and extraordinary client experience to...

Lead Advisor is a consulting and search firm specializing in wealth management. This role is for one of our clients in Indianapolis. To view other open roles, visit jobs.lead-advisor.comRole profileOur client is a leading comprehensive private wealth management firm committed to providing tailored financial solutions and extraordinary client experience to...

Lead Advisor is a consulting and search firm specializing in wealth management. This role is for one of our clients in Indianapolis. To view other open roles, visit jobs.lead-advisor.comRole profileOur client is a leading comprehensive private wealth management firm committed to providing tailored financial solutions and extraordinary client experience to...

Description We're KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. Through our deep experience across multiple disciplines and industries, we provide our clients with the inspiration, insight, and technical expertise they need to achieve great things. Our firm is rooted in entrepreneurialism and committed to...

Job DescriptionJob DescriptionInternational Tax Manager (Hybrid) / $$$ / only 1400 billable hours / Growth Path / Multiple office locationsThis Jobot Job is hosted by: Joseph SipoczAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $90,000 - $200,000 per yearA bit about us:We are a mid-sized national firm with...

Description We're KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. Through our deep experience across multiple disciplines and industries, we provide our clients with the inspiration, insight, and technical expertise they need to achieve great things. Our firm is rooted in entrepreneurialism and committed to...

Description We're KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. Through our deep experience across multiple disciplines and industries, we provide our clients with the inspiration, insight, and technical expertise they need to achieve great things. Our firm is rooted in entrepreneurialism and committed to...

Position Summary Our Business Tax Services (“BTS”) practice provides our clients a broad range of tax services across more than 150 countries and regions worldwide. Within the BTS practice we serve renewable energy clients that develop, build, own, and operate renewable energy projects, such as wind, solar, battery storage, geothermal, biomass,...

Job DetailsJob LocationIndianapolis 96th St Office - Indianapolis, INThe Senior Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic...

Job DetailsJob Location Indianapolis 96th St Office - Indianapolis, IN The Senior Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic...

America's Auto Auction - is a leading automotive remarketing company that facilitates transactions between buyers and sellers through 38+ Simulcast-enabled physical auction locations, 6 mobile auctions, and multi-seller platform digital sales. Our auctions provide the highest quality service and operational execution for dealers and institutional customers,...

Job Description PORTFOLIO MANAGER: Primary Responsibilities include: • Monitor, rebalance and trade client portfolios utilizing our trading platform • Maintain client information in account tracking databases • Manage the transition and implementation of new clients and new assets to assigned models • Tax harvest positions as needed • Providing...

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

Apply now and our proprietary system will quickly have you in front of a live recruiter. The Opportunity Description We're looking for a Customer Service Representative, working in Financial Services industry in Indianapolis, Indiana, United States. Be responsible for servicing retirement accounts + business partners (CSS + Advisor Services) for...

Oxford Financial Group, Ltd. is hiring a Chief Wealth Planning Officer that may be located in one of the following office locations: Indianapolis, Atlanta, Chicago, Cincinnati, or Minneapolis. The Chief Wealth Planning Officer (CWPO) will provide strategic leadership, oversee daily operations, and ensure the overall success of the Family Office Services...

Oxford Financial Group, Ltd. is hiring a Chief Wealth Planning Officer that may be located in one of the following office locations: Indianapolis, Atlanta, Chicago, Cincinnati, or Minneapolis. The Chief Wealth Planning Officer (CWPO) will provide strategic leadership, oversee daily operations, and ensure the overall success of the Family Office Services...

Oxford Financial Group, Ltd. is hiring a Chief Wealth Planning Officer that may be located in one of the following office locations: Indianapolis, Atlanta, Chicago, Cincinnati, or Minneapolis. The Chief Wealth Planning Officer (CWPO) will provide strategic leadership, oversee daily operations, and ensure the overall success of the Family Office Services...

Oxford Financial Group, Ltd. is hiring a Chief Wealth Planning Officer that may be located in one of the following office locations: Indianapolis, Atlanta, Chicago, Cincinnati, or Minneapolis. The Chief Wealth Planning Officer (CWPO) will provide strategic leadership, oversee daily operations, and ensure the overall success of the Family Office Services...