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Bankers Life, a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to... more ->
The Concierge is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (eg deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships. . Responsibilities: Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM,... more ->
Description The Finance Department is recruiting for the position of Accounting Technician (Electronic Payments Technician) This recruitment will close on June 4, 2024 at 5:00 PM (PT) or when the first 150 applications are received, whichever comes first. Please apply promptly. VIEW OUR RECRUITMENT BROCHURE The Department The Finance Department is responsible for providing quantitative financial information, policy analyses, and recommendations that help the City Council and all City departments make decisions about how to best allocate the resources available to the City. The Position This... more ->
We are We are a global collective of innovators applying the New every day to improve the way the world works and lives. New doesn't mean being ahead of the curve; new is pushing forward the curve, riding the edge where the impossible meets the transformational and making it reality where it matters. Help us show the world what's possible as you partner with clients to unlock hidden value and deliver innovative solutions. Empowered with innovative tools, continuous learning and a global community of diverse talent and perspectives, we drive success in a new business architecture that disrupts... more ->
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... more ->
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Lead a team responsible for the overall... more ->
A career in our Merger and Acquisition Tax practice, within Tax services, will provide you with the opportunity to help our clients meet and manage their tax obligations across unique but ever changing tax specialties. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing indirect taxes, dispute resolution, and global enterprise tax solutions. Our team helps our clients with various aspects of a merger and acquisition transactions such as restructuring, divestiture, partnerships and insolvency. You'll focus... more ->
Position Overview SIMCO Electronics is seeking a talented, and enthusiastic Financial Planning Analyst for the Finance department to make an immediate impact in this high growth, multi-location company. This is an exciting opportunity to be part of a collaborative, innovative environment where your contributions will make a significant impact. As a Financial Planning Analyst, you will play a key role in supporting the financial planning and analysis function of the company. You will work closely with the finance team to develop and maintain financial models, analyze financial data, and... more ->
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client... more ->
Business Title: Tax Intern | Multiple Locations Summer 2025 Requisition Number: 112317 - 13 Function: Tax Services Area of Interest: Campus State: CA City: Santa Clara Description: At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients... more ->
POSITION SUMMARY The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor/Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management... more ->
Director, Strategy Finance At WelbeHealth, it's our mission to serve our communities' most vulnerable seniors through shared intention, pioneering spirit, and courage to love. These core values and our participant focus lead the way no matter what. Reporting to the Chief Financial Officer, the Director, Strategic Finance will work closely with the CFO and other C-level executives on top priorities of the company. This includes understanding operational data to assist the team in "seeing around corners" and forward-thinking planning. The Director, Strategic Finance requires advanced strategic... more ->
Description *Please apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity. Join our client, a thriving advisory and wealth management firm boasting approximately $5 billion in assets under management, as an Associate Tax Wealth Advisor based in Menlo Park. This role offers a hybrid work model, providing a competitive salary and bonus structure. Dive into a dynamic environment where you'll have the opportunity to grow your career while making a meaningful impact on clients' financial success. Some Responsibilities of an Associate Tax Wealth... more ->
JOB DESCRIPTION We call our club's vision, mission, values, and supporting pillars "Our House" because they are the foundation for all that we do. We're working to transform AAA for the next century with a mission to create Members for life by unleashing the innovative spirit of our Team Members. Why Work For Us? Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position 401k Matching $1 for $1 company match up to 6% of eligible earnings per pay period Benefits Medical, Dental, Vision, wellness program and more! Paid... more ->
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be?Among the top 20 Largest Firms in the Nation?and one of the?Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your... more ->
PsiQuantum is on a mission to build the world's first fault tolerant quantum computer capable of tackling today's most intractable computational challenges to deliver transformative results. We know that means it will need roughly 1 million qubits and will be building scale in size. Quantum computing is expected to deliver breakthroughs for today's still impossible computational tasks. By harnessing the laws of quantum physics, quantum computers can provide exponential performance increases over even the most powerful of today's conventional supercomputers offering the potential for... more ->
Specialty/Competency: Industry Tax Practice Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 40% A career within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between... more ->
Responsibilities Preparation of individual, corporate, partnership, LLC, trust, and bankruptcy tax returns. Preparation of client monthly accounting and financial statements. Analysis of financial data and preparation of reports in conjunction with forensic accounting, bankruptcy, and litigation support work. Operations management analysis and consulting. Qualifications BA or BS degree in Accounting, Finance or Business Administration. 2+ years' tax and accounting experience, preferably with a public accounting firm. CPA license or on track to obtain CPA license. Attention to detail with... more ->
The Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients' tax returns. The Manager makes decisions on all but the most unusual tax situations. Responsibilities Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary. Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients. Performs all task related to client service and sees... more ->
Responsibilities Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. Serves as a subject matter expert in discipline or industry. Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary. Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner. Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities. Works to develop... more ->