Private Client Banker - Lake Worth Main - English and Spanish Required - Lake Worth, FL JPMorgan Chase & CoPrivate Client Banker - Lake Worth Main - English and Spanish Required - Lake Worth, FLLake Worth, FLBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Investment Advisor, Wealth & Retirement (Remote) NFP CorpInvestment Advisor, Wealth & Retirement (Remote)Palm Beach Gardens, FLRemote$70,000–$110,000 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. The primary mission of this position is twofold: pursue significant new wealth management and financial planning business opportunities developed while working with plan participants and provide group and individual educational services to retirement plan participants.
Teller Part Time Palm Beach North Wells Fargo & CoTeller Part Time Palm Beach NorthHOBE SOUND, FLThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Teller Part Time Baywind Commons Wells Fargo & CoTeller Part Time Baywind CommonsWEST PALM BEACH, FLThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Teller Part Time Indian Street Wells Fargo & CoTeller Part Time Indian StreetSTUART, FLThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Relationship Banker, Yorktowne Branch, Manalapan, NJ Banco Santander BrazilRelationship Banker, Yorktowne Branch, Manalapan, NJManalapan, FL12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results- Required. The Difference You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals.
NewClient Advisor - Hobe Sound Seacoast BankClient Advisor - Hobe SoundHobe Sound, FLPart timeOpen and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, to include AML/BSA requirements. Follow instructions and responds to management direction to help resolve more difficult customer objections and solves problems in a timely and positive manner to retain the customer relationship.
Banking Center Manager - Cove Road Seacoast BankBanking Center Manager - Cove RoadStuart, FLPart timeEnsure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, policy exception guidelines, audit procedures, risk/control expectations, dual control, security, and all other regulated banking requirements; communicate any updates to associates. Fulfill talent management accountabilities including succession planning, attracting and retaining top talent, and continuously developing strong bench strength.
Wealth Advisor III - Palm Beach / Boca Raton Truist Financial CorporationWealth Advisor III - Palm Beach / Boca RatonJupiter, FLEstablish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
Sr. Administrative Assistant AllianceBernstein Holding LPSr. Administrative AssistantWest Palm Beach, FLWho You'll Work With: Bernstein Senior Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors and Management, help propel the growth of our Private Wealth Management Platform. What You'll Do: The Senior Administrative Assistant will work in a dynamic, trust-based partnership with the Financial Advisor to serve a broad range of client needs and will act as a liaison with both internal and external clients.
NewTax Director Bright Vision TechnologiesTax DirectorLos Angeles, CAJob Title: Corporate Tax Director Location: Los Angeles, CA Hybrid Salary: $197,800 – $255,904 annually + Performance Bonus Job Summary We are seeking a Corporate Tax Director to lead corporate tax compliance, ASC 740 tax provision engagements , and tax consulting projects for large multi-state and multinational clients. This role will oversee client engagements, review complex tax returns and tax provisions, mentor teams, drive business development, and serve as the primary advisor to clients.
Tax Specialist BYD North AmericaTax SpecialistPasadena, CA$75,000–$85,000 / yearAssist in various international tax planning activities including tax research, estimated tax forecasts, and other projects involving a high degree of complexity. Communicate effectively with internal teams, explaining complex indirect tax matters (sales/use, payroll) in a clear and accessible manner.
Sr. Manager, Tax Advisory & Planning Edelman Financial Engines LLCSr. Manager, Tax Advisory & PlanningCA$167,000–$175,000 / yearBuilding an increasingly robust tax practice, including growing the consulting team and instilling best practices across tax professionals, keeping abreast of new trends and best practices in the tax landscape and taking the initiative in thought leadership, innovation, and creativity. As a Senior Manager, Tax Advisory & Planning on the Advanced Planning Strategies team, you''ll play a pivotal role by helping clients with strategies that will help them reduce the impact of taxes so they can save more and accomplish their long-term financial goals.
Sr. Tax Analyst SpaceXSr. Tax AnalystHawthorne, CA$115,000–$150,000 / yearTax Analyst will work closely with the Director, Tax in directing all aspects of the company’s domestic and international tax operations including tax planning, compliance/coordination related to federal tax, multi-state income taxes, sales and use tax, property tax, business license, and permits, managing federal and state tax audits, and various other informational reports fillings. To conform to U.S. Government export regulations, applicant must be a (i) U.S. citizen or national, (ii) U.S. lawful, permanent resident (aka green card holder), (iii) Refugee under 8 U.S.C. § 1157, or (iv) Asylee under 8 U.S.C. § 1158, or be eligible to obtain the required authorizations from the U.S. Department of State.
Sr. Tax Analyst Space Exploration TechnologiesSr. Tax AnalystHawthorne, CA$115,000–$150,000 / yearTax Analyst will work closely with the Director, Tax in directing all aspects of the company's domestic and international tax operations including tax planning, compliance/coordination related to federal tax, multi-state income taxes, sales and use tax, property tax, business license, and permits, managing federal and state tax audits, and various other informational reports fillings. You may also be eligible for long-term incentives, in the form of company stock, stock options, or long-term cash awards, as well as potential discretionary bonuses and the ability to purchase additional stock at a discount through an Employee Stock Purchase Plan.
Tax Analyst Space Exploration TechnologiesTax AnalystHawthorne, CA$85,000–$115,000 / yearThe Tax Analyst will work closely with the Director, Tax in directing all aspects of the company's domestic and international tax operations including tax planning, compliance/coordination related to federal tax, multi-state income taxes, sales and use tax, property tax, business license, and permits, managing federal and state tax audits, and various other informational reports fillings. Expertise in income tax provisions and corporate income taxation, including federal tax and state & local tax; exposure to sales and use tax and other tax related filings.
Tax Senior Manager, Transaction Advisory Services BDO USA PCTax Senior Manager, Transaction Advisory ServicesLos Angeles, CA$170,000–$220,000 / yearJob Summary: The Tax Senior Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS Tax strategy. Reviews, assesses, and advises clients regarding the tax computations reflected in their financial models, and assists clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction.
Tax Senior / Supervising Senior Associate GHJTax Senior / Supervising Senior AssociateLos Angeles, California (Hybrid)$79,000–$142,300 / yearWhat skills & experience you’ll bring to us: At least 3 years of experience in preparing individual, corporate and partnership tax returns including complex and specialized tax returns in compliance with individual and business federal and multi-state tax returns and at least one (1) year experience using computerized tax preparation, tax planning and tax research software. Our dedicated tax team is specifically trained in dealing with complex tax issues for privately held businesses, including federal, state and local tax strategies, tax credit maximization, estate planning and international matters.
Tax Senior Manager, Transaction Advisory Services BDO International LtdTax Senior Manager, Transaction Advisory ServicesLos Angeles, CA$170,000–$220,000 / yearJob Summary: The Tax Senior Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS Tax strategy. Reviews, assesses, and advises clients regarding the tax computations reflected in their financial models, and assists clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction.
NewPayroll Tax Analyst Ledgent Finance & AccountingPayroll Tax AnalystSan Gabriel, California$55–$62 / hourThe Payroll Tax Analyst will handle payroll tax filings, payroll tax identification numbers, payroll tax audits (i.e., state unemployment), payroll tax case reviews, and acquisition ID numbers. The Payroll Tax Analyst will also handle payroll reconciliation, prepare workpapers for audits, prepare payroll tax for its various subsidiaries and company codes, as well as conduct ad hoc reporting.