Financial Services Expert
3 weeks ago
Intuit is seeking a Financial Services Expert to join our team. As a Financial Services Expert, you will be responsible for managing complex business tax returns for Partnerships and S Corporations.
**Key Responsibilities:**
- Prepare and file business and personal tax returns
- Provide expert guidance and tax preparation services to our customers
- Utilize government websites, professional resources, and team expertise to deliver the right answer to the customer
**Requirements:
- 3 or more years of recent experience preparing federal and state business tax returns
- Active unrestricted credential (CPA/EA/Practicing Attorney)
- Minimum 2 seasons of personal tax preparation experience
**Salary:** $65,000 - $85,000 per year
**Location:** San Francisco, California
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Financial Services Coordinator
3 weeks ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob OverviewWe are looking for a talented individual to fill the role of Client Service Associate at Providence Financial and Insurance Services, Inc.Estimated Salary: $65,000 per yearKey ResponsibilitiesDevelop and maintain relationships with clients to meet their financial needs.Stay up-to-date on company products and services to provide expert advice.Work...
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Financial Services Professional
19 hours ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full time**Job Description:**We are seeking a highly skilled Client Service Associate to join our team at Providence Financial and Insurance Services, Inc. This role is critical in maintaining our commitment to excellent service delivery by interacting with clients in an unlicensed capacity to address and resolve their needs efficiently.**Key...
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Financial Services Expert
3 weeks ago
Los Angeles, California, United States Bank of America Full timeWe are seeking a Financial Services Expert to join our team at Bank of America in Los Angeles, California.This role is responsible for providing specialized and personalized service offering advice and guidance to clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan.Key Responsibilities:Acquires new and...
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Insurance and Financial Services Professional
3 weeks ago
Los Angeles, California, United States Beer Financial Group Full timeSalary and BenefitsThe estimated salary for this role is $120,000-$150,000 per year, based on performance and experience. Our benefits package includes comprehensive training, ongoing support, and a competitive bonus structure.As a Northwestern Mutual advisor, you'll have access to advanced technology, expert mentoring, and a wide range of resources to help...
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Financial Services Compliance Specialist
3 weeks ago
Los Angeles, California, United States Pls Financial Services, Inc. Full timeCompany OverviewPLS Financial Services, Inc. is a leading retail provider of alternative financial services. The company is headquartered in Chicago and operates over 200 financial service centers across 12 states. PLS provides consumers with convenient financial products and services to manage their day-to-day financial needs.Salary and BenefitsThe...
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Financial Services Relationship Executive
3 weeks ago
Los Angeles, California, United States PNC Financial Services Group Full timeAbout PNCPNC Financial Services Group is a leading provider of financial services, committed to delivering exceptional customer experiences and fostering an inclusive workplace culture. Our team members are united in their passion for helping customers achieve their financial goals. We're seeking a highly skilled professional to join our Corporate Banking...
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Financial Services Leader
3 weeks ago
Los Angeles, California, United States Platform Accounting Group Full timeAbout the RoleWe are looking for a highly skilled Financial Services Leader to lead our accounting team as a Business Advisory Manager. With a strong background in accounting and advisory services, you will be responsible for providing expert guidance to clients across various industries, ensuring accurate financial reporting, and identifying opportunities...
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Financial Service Liaison
3 weeks ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob SummaryProvidence Financial and Insurance Services, Inc. is a dynamic team in the financial services sector. We are seeking an experienced Client Service Associate to join our team.Job DescriptionMain ObjectivesTo provide exceptional client service by communicating directly with clients to understand and service their financial needs.To collaborate with...
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Financial Services Coordinator
3 weeks ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeCompany OverviewProvidence Financial and Insurance Services, Inc. is a thriving financial planning firm that values excellence and growth.We pride ourselves on being a small, privately-owned company that provides top-notch financial services to our clients.
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Financial Services Representative
3 weeks ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob Title: Financial Services RepresentativeWe are seeking a skilled Financial Services Representative to join our dynamic team at Providence Financial and Insurance Services, Inc. The ideal candidate will have a proven track record of efficiently opening new accounts for clients while adhering to regulatory standards.The estimated salary range for this...
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Financial Services Representative
12 hours ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeCompany OverviewWe are Providence Financial and Insurance Services, Inc., a dynamic financial advisory firm committed to delivering exceptional service in a positive work environment. Our company culture prioritizes fostering growth opportunities and comprehensive benefits for our employees.We strive to provide a great company culture that encourages...
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Financial Services Professional
3 weeks ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob Overview">As a Financial Advisor Associate with Providence Financial and Insurance Services, Inc., you will play a vital role in helping clients achieve their financial goals. We are seeking a motivated and results-driven professional to join our team.">Salary and Benefits">We offer a competitive base salary of $80,000 per year, plus commission from the...
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Financial Services Specialist
3 weeks ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob OverviewWe are seeking a dedicated and results-driven New Account Specialist to join our dynamic financial services team. This role involves efficiently opening new accounts for clients, adhering to all regulatory and compliance standards.Key Responsibilities:Open new accounts for clients in a timely manner, ensuring accuracy and attention to...
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Senior Client Advisor
3 weeks ago
Los Angeles, California, United States PNC Financial Services Group Full time**PNC Financial Services Group Overview**PNC is a leading financial services organization that prides itself on its inclusive and accessible workplace culture. We value our employees' contributions and provide opportunities for growth and development.This role offers a unique opportunity to join our Commercial Banking organization as a Relationship Manager...
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Financial Services Coordinator
18 hours ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeCompany Overview:Providence Financial and Insurance Services, Inc. is a thriving financial planning and insurance firm that values excellence and growth. Our team is committed to providing top-notch financial services to our clients.Salary and Benefits:Competitive annual salary: $50,000 - $55,000 plus bonusesGenerous benefits package, including paid...
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Financial Services Professional
19 hours ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeAs a Financial Advisor Associate at Providence Financial and Insurance Services, Inc., you will play a key role in helping us achieve our mission of delivering exceptional service to our clients.You will be responsible for conducting presentations, building rapport with prospects, and creating trusting relationships that drive client acquisition.The role...
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Financial Services Associate
3 weeks ago
Los Angeles, California, United States Edelman Financial Engines Full timeOverviewThe role of a Financial Services Associate at Edelman Financial Engines is to provide exceptional customer service and support the financial planning process. With a strong focus on building relationships with clients, this position requires excellent communication and problem-solving skills.SalaryThe estimated salary for this role is $55,000 -...
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Financial Services Professional
3 weeks ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob OverviewWe are a family-owned financial services firm deeply committed to our clients' success. Our team values education, learning, and long-term relationships.This role is perfect for a licensed financial advisor seeking a challenging opportunity with a strong compensation package.The ideal candidate will have 3+ years of client-facing experience in...
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Financial Services Assistant
3 weeks ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeAbout the Job:Providence Financial and Insurance Services, Inc. is seeking a highly organized and detail-oriented Administrative Assistant to join our team. As an Administrative Assistant, you will be responsible for providing administrative support to our advisors, maintaining a well-organized office environment, and supporting seminar and webinar setup.Key...
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Healthcare Financial Expert
12 hours ago
Los Angeles, California, United States Alura Workforce Solutions Full timeAs a Healthcare Financial Expert, you will play a crucial role in supporting the financial performance of our client's healthcare organization. This position requires strong analytical and problem-solving skills, as well as excellent written and verbal communication skills.Responsibilities:Financial Analysis & Reporting: Analyze financial performance,...