Tax Advisor

About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients year-round.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and provide personalized...

About Griffin AgencyWe are a leading insurance technology and distribution platform that is revolutionizing the industry. Our innovative approach to underwriting and policy issuance has enabled us to become one of the top distributors of digital life insurance policies in the world.Our Mission:We are committed to providing cutting-edge tools and systems to...

About Griffin AgencyWe are a leading insurance technology and distribution platform that is revolutionizing the industry. Our innovative approach to underwriting and policy issuance has enabled us to become one of the top distributors of digital life insurance policies in the world.Our Mission:We are committed to providing cutting-edge tools and systems to...

Job OpportunityBerndt CPA LLC is seeking a highly skilled and experienced Tax Manager to join our team. As a Tax Manager, you will be responsible for providing consulting services to partnerships, corporations, S corporations, and individuals for a variety of small to middle market clients.Key ResponsibilitiesReview of business and individual income tax...

Job Description:Baker Tilly is a leading advisory, tax, and assurance firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers.Responsibilities:Deliver industry-focused tax advisory and compliance services to middle market clients.Work as a trusted business...

Job SummaryBMO is seeking a highly skilled and experienced Private Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to high net worth individuals and families.Key ResponsibilitiesDevelop and execute business development...

Job Summary:The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass-through entities and to their business owners.Key Responsibilities:Develop and implement tax planning strategies for pass-through entities and individual returns, including estates, trusts, and charitable entities.Manage client...

About UsGriffin Agency is a leading insurance technology and distribution platform that is revolutionizing the life insurance industry. Our innovative approach has enabled us to develop a paperless, data-driven underwriting process that issues policies in under one minute. We are one of the top distributors of digital life insurance policies globally, with a...

About Griffin AgencyWe are a leading insurance technology and distribution platform that is revolutionizing the industry. Our innovative approach has enabled us to develop a paperless, data-driven underwriting process that allows us to issue policies in under one minute. With a strong presence in the market, we have become one of the top distributors of...

Trust Officer Job DescriptionThis role is for a banking professional to service trusts and investments. As a Trust Officer, you will be responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of...

Trust Officer Job Summary:This role is for a banking professional to service trusts and investments. The Trust Officer will be responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of state...

Trust Officer Job DescriptionThis role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service private and corporate trust accounts.Trust Officer Qualifications:Bachelor's degree or equivalent.JD and/or Masters degree preferred5+ years of relevant...

Job Title: Family Office Financial Operations SpecialistAt TASC - Total Administrative Services Corporation, we are seeking a highly skilled and experienced Family Office Financial Operations Specialist to join our team. This role will play a critical part in supporting the financial management, tax administration, and asset management of our Family...

Job DescriptionTrust OfficerThis role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service private and corporate trust accounts.Trust Officer Qualifications:Bachelor's degree or equivalent.JD and/or Masters degree preferred5+ years of relevant...

Overview:At Wipfli, we value diversity and inclusion in the workplace. Our inclusive culture provides a space for everyone to have a voice and contribute to our team's success. We offer a range of benefits to support our associates' well-being, including paid sick leave and access to free, confidential counseling through our Employee Assistance...

Job Title: Trust and Estate AttorneyWe are seeking a highly motivated and experienced Trust and Estate Attorney to join our dynamic team. In this role, the successful candidate will be responsible for handling a diverse caseload, including estate planning, trust administration, and probate matters.Responsibilities:Provide comprehensive legal counsel on all...

Job Summary: We are seeking an experienced Audit Manager to join our Public Sector Team at Baker Tilly Advisory Group, LP. As a trusted business advisor, you will deliver industry-focused audit and assurance services to organizations within the public sector, working closely with firm leadership to serve clients and build the business.Responsibilities:Lead...

Job Summary:We are seeking a highly skilled Financial Consultant - Wealth Management to join our team at Trustmark. As a key member of our financial services team, you will be responsible for generating revenue through the marketing of investment products to institutional and retail customers.Key Responsibilities:Assess clients' financial situations by...

About the RoleBaker Tilly US, LLP is seeking a highly skilled and motivated auditor to join our team in Springfield, IL. As a Staff Auditor, you will have the opportunity to work directly within the Construction and Real Estate industries, providing services to the Illinois Department of Transportation (IDOT) at its headquarters.ResponsibilitiesProvide...

Job Title: Trust and Estate AttorneyWe are seeking a highly skilled and experienced Trust and Estate Attorney to join our dynamic team at Jobot. As a key member of our legal team, you will be responsible for handling a diverse caseload of estate planning, trust administration, and probate matters.Responsibilities:Provide comprehensive legal counsel on all...