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Posted On Sep 03, 26
Full-time 6 views Experience : 4-8 yrs required

Title: Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible Job Responsibilities: - Advise and consult on the estate planning process, focusing on tax perspectives such as cash flow projections, income distribution, business succession, estate preservation, and estate...

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Posted On Sep 20, 26
Full-time Experience : 4-8 yrs required

Transition Services Tax Manager - Tax and Estate Planning Duties: The candidate will be advising and consulting on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate...

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Posted On Jul 21, 26
Contract, Full-time 1 views Experience : Min 3 yrs required

Tax Associate - TurboTax Store Duties: The candidate will enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach....

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Posted On Jul 21, 26
Full-time 1 views Experience : Min 3 yrs required

Expert - TurboTax Store Duties: The candidate will serve customers both in-person and virtually using TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving as a...

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Posted On Jul 29, 26
Full-time 1 views Experience : Min 3 yrs required

Associate - TurboTax Store The candidate will leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage...

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Posted On Aug 13, 26
Contract, Full-time Experience : Min 3 yrs required

Expert - Turbotax Store Duties: The candidate will serve customers both in-person and virtually using the company's TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving...

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Full-time 1 views Experience : Min 3 yrs required

Title: Tax Expert - TurboTax Store Job Responsibilities: - Serve as a proactive community ambassador by representing TurboTax locally and engaging with prospects to convert them into long-term clients. - Lead local events, participate in marketing activities, and make taxes accessible and approachable. -...

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Posted On Jul 21, 26
Contract, Full-time 1 views Experience : Min 3 yrs required

Tax Associate - TurboTax Store Duties: The candidate will enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach....

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Posted On Jul 29, 26
Full-time 1 views Experience : Min 3 yrs required

Associate - TurboTax Store The candidate will leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage...

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Full-time 6 views

Title: Contract Attorney I Job Responsibilities: - Review RFx, contracts, and security questionnaires or related documents. - Conduct legal and regulatory research and prepare concise business-facing summaries on evolving SaaS/cloud, AI, data privacy, public procurement, and data-use requirements affecting bids,...

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Posted On Aug 13, 26
Contract, Full-time 1 views Experience : Min 3 yrs required

Expert - Turbotax Store Duties: The candidate will serve customers both in-person and virtually using the company's TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving...

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Posted On Aug 13, 26
Contract, Full-time Experience : Min 3 yrs required

Expert - Turbotax Store Duties: The candidate will serve customers both in-person and virtually using the company's TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving...

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Full-time 1 views Experience : 4-6 yrs required

Title: Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager Job Responsibilities: As a Manager in the Private Tax sector, the primary responsibilities include delivering personal and private tax advice and compliance support to business owners, business-owning...

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 5 yrs required

and Estate Tax Manager The candidate will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients. Review individual, trust, partnership and corporate tax returns prepared by tax staff and/or seniors for accuracy....

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Posted On Sep 14, 26
Full-time 15 views Experience : Min 6 yrs required

Title . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. Generate business results and...

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Posted On Aug 21, 26
Full-time 16 views Experience : 10-15 yrs required

Title: Tax Principal Job Responsibilities: Tax Strategy and Engagement Oversight - Develop innovative tax planning strategies that utilize industry insights and regulatory expertise. - Provide visionary insights in areas such as tax optimization, risk management, and emerging tax trends. - Review and oversee the preparation...

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Posted On Sep 01, 26
Full-time 11 views Experience : 8-10 yrs required

Title: Private Banker Job Responsibilities: A Private Banker is tasked with developing and managing client relationships with high-net-worth and ultra-high-net-worth individuals and families. The role requires providing integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage....

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Posted On Sep 01, 26
Full-time 5 views Experience : 10-10 yrs required

Title: Private Banker Job Responsibilities: - Develop and manage client relationships with high-net-worth and ultra-high-net-worth individuals and families in a designated market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Manage overall relationship profitability...

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Posted On Sep 01, 26
Full-time 8 views Experience : 8-10 yrs required

Title: Private Banker Job Responsibilities: A Private Banker is responsible for developing and managing client relationships with high-net-worth and ultra-high-net-worth individuals and families within a specified market. The role involves providing integrated financial services advice, which includes banking, credit, asset management, trust...

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