2,282 Results for

OT Jobs in Moundsview, MN

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Tax Manager - Tax Exempt Deloitte

Costa Mesa, CA

Full time

You'll build and maintain trusted client relationships while advising on tax compliance, business restructuring, acquisition planning, exemption strategies, philanthropic and charitable giving planning, unrelated business tax matters, and tax controversy. You'll spend at least half-and potentially all-of your time supporting tax-exempt organizations and working directly with client leaders to address complex tax matters, manage risk, and advance their missions.

10 days ago

Financial Advisor with Strong Tax Background LMW Financial LLC

Studio City, CA

Full time

Some of your duties will consist of preparing/reviewing individual, LLC, estate, partnership, trust, corporate, gift, and non-profit tax returns, run tax projections and financial forecasts, research tax issues, perform accounting and business management duties, and work on special projects. Assist with various tasks when required including preparing/filing/assisting with filing of: SOIs, 1099s, City of LA, WC & Liab audits, State SOS Renewals.

24 days ago

Financial Institutions Internal Audit & Controls Manager Baker Tilly Virchow KrauseLLP

Irvine, CA

$118,100–$187,200 / year

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing 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 - New York, London, San Francisco, Los Angeles, Chicago and Boston.

9 days ago

Financial Services Advisor Atlasfinancialsolutions Co

Los Angeles, California

Atlas Financial Solutions is a fast-growing financial services firm dedicated to helping individuals, families, and business owners build, protect, and scale their financial future. We are expanding rapidly and seeking motivated individuals — whether licensed or unlicensed — who are looking to grow into a high-income, purpose-driven career.

30+ days ago

Client Coordinator Morton Wealth

Calabasas, California

Our ideal candidate for this role will strive to reflect our core values in the following ways: Excellence - Exhibits high attention to detail and organizational skills while able to prioritize multiple requests and tasks. Minimum of 3 years of experience in a client servicing role within the wealth management industry, preferably at an RIA.

30+ days ago

Wealth Planner Cerity Partners

Pasadena, CA

$85,000–$125,000 / year

Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.

14 days ago

Sr. Manager, Tax Advisory & Planning Edelman Financial Engines LLC

$167,000–$175,000 / year

Building 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.

30+ days ago

Financial Planning Advisor Edison International

Rosemead, CA

As part of the Corporate Finance - Operational Finance organization, you will collaborate closely with SCE's operating units by performing financial analysis, providing decision support and approvals, developing short- and long-term financial forecasts, and assisting with regulatory filings. Additionally, you will play a key role in coordinating and supporting the creation of operational plans and budgets, preparing monthly forecasts and variance analyses, and identifying cost-saving opportunities.

30+ days ago

Director, Research Advisory Services (Advancement & Financial Sustainability) EAB Global, Inc.

$76,500–$115,000 / year

Combine functional knowledge, with an understanding of higher ed's unique organizational dynamics, enabling partners to set strategy, lead their institutions, and manage their operations more effectively by: Diagnosing and giving voice to dynamics that are often felt, but not addressed; Supporting leaders as they align effort and teams around institutional priorities; Pathing partners through ranges of viable solutions and their pros and cons; recommending paths for improvement and serving as their guides and accountability Partners as they progress; Connecting partner institutions and creating learning experiences. Deliver EAB's point of view and advice through phone consultations, virtual meetings, conferences, and on campus presentations to: Make EAB insights and data accessible and impactful for our partners, bringing clarity and context to their understanding of their challenges; Present partners with new ideas and potential solutions to those challenges and advocate for adoption; Act as an expert outside voice, building consensus and educating committees and staff.

30+ days ago

Client Relationship Manager Jambalaya Group

Glendale, CA

$33.65–$52.88 / hour

Castlewatch Wealth an Ameriprise Financial advisory practice is seeking a highly organized, detail-oriented Client Relationship Manager to support our advisors and deliver an exceptional experience to our clients. At Castlewatch Wealth, you will have the opportunity to build meaningful relationships with clients, work closely with experienced advisors, and expand your knowledge of financial planning and wealth management.

14 days ago

Advisor Provider Operations and Process Optimization L.A. Care Health Plan

Los Angeles, CA

Translates enterprise strategy into operational execution by conducting independent assessments of provider workflows, identifying and recommending improvements that enhance efficiency, scalability, regulatory alignment, and provider experience, and developing performance metrics, dashboards, and reporting tools that provide leadership with actionable insights into operational performance, emerging risks, and opportunities for continuous improvement. Facilitates cross-functional collaboration with key stakeholders to ensure the organization is prepared for regulatory changes, conducts thorough impact assessments, and maintains post-implementation monitoring.

9 days ago

Wealth Advisor RFG Advisory

Santa Clarita, CA

$100,000–$120,000 / year

p>Reporting to the Director of Business Integration & Strategy, the G2 Advisor serves as the primary relationship manager for a defined client tier, leads advanced financial planning and case design, and provides direct day-to-day oversight of two Client Service Associates (CSAs). This is a high-impact, in-office advisory role for a credentialed financial planning professional ready to own client relationships, lead a service team, and help shape the next chapter of a high-performing independent wealth management firm.

30+ days ago

J.P. Morgan Advisors - Senior Client Associate - Los Angeles, CA JPMorgan Chase & Co

Los Angeles, CA

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

30+ days ago

Tax Experienced Manager, Private Client Services Bdo Consulting

Los Angeles, CA

$136,000–$165,000 / year

A Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

16 days ago

Finance Manager UCLA Health System

Los Angeles, CA

$98,200–$214,600 / year

As one of our Hospital System Finance Managers, reporting to the Hospital System Assistant Director of Budget & Finance, you are part of the team who manages the budgeting, financial planning and operational finance for a $3 billion annual operating budget that includes 4 hospitals and over 600 cost centers. Work with cost centers to identify opportunities for efficiencies, utilize project management skills to prioritize and implement system, tool, process and other initiative, establish metrics and benchmark to measure progress and success.

9 days ago

Tax Senior, Tax Analysis & Debt Investments Deloitte

Los Angeles, CA

Full time

Calculate and/or review taxable income on equity and derivative investments including wash sales, QDI & DRD, REIT & RIC reallocations, PFICs, constructive sales, straddles, section 1256, swaps, and other items using Deloitte's proprietary security trading analysis platform. You'll oversee asset-level diligence and analysis on debt investments, preparation and/or review of debt taxable income calculations, preparation and/or review of debt taxable income reports, communicating with clients, their servicers and/or administrators and lead client resources.

14 days ago

Associate Regional Director Bank of America

Los Angeles, California

This job is responsible for supporting the Regional Managing Director in driving out business strategy while managing private wealth advisors and ensuring the delivery of an exceptional ultra-high-new-worth (UHNW) client experience that yields responsible growth while minimizing risk. •Exemplary judgment and problem-solving capability, with a track record of acting decisively across risk, talent, financial management, and enterprise partnerships, maintaining alignment with long-term objectives and immediate client/associate needs.

30+ days ago

Private Wealth Market Client Relationship Manager Bank of America

Los Angeles, California

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Responsible for client contact management, direct client contact and the management of service delivery from the branch office, working closely with home office service organizations to ensure superior service to all Merrill Lynch clients.

30+ days ago

Director of Business Operations and Finance CSU Careers

Los Angeles, California

The DBOF requires a comprehensive understanding of faculty and staff collective bargaining agreements and employment policies, management of all HR and Payroll matters such as faculty and staff appointments and extensions, PaGE student financial services, PaGE contracts and MOUs, and management of all PaGE facilities, including the DTLA satellite campus. The Position : The College of Professional and Global Education (PaGE) Director of Business Operations and Finance (DBOF), under the general direction of the PaGE Dean, provides strategic leadership, administration, and oversight of the College's financial operations within a complex self-support environment, including revenue growth initiatives such as LA Online.

30+ days ago

General Ledger/Accounts Payable/Costpoint Senior Associate - Government & Infrastructure Ernst & Young Global Ltd

Chicago, IL

$81,500–$134,500 / year

Location: Chicago, Akron, Alpharetta, Atlanta, Baton Rouge, Birmingham, Buffalo, Charleston, Chattanooga, Cincinnati, Cleveland, Des Moines, Detroit, Grand Rapids, Grandview Heights, Greenville, Honolulu, Huntsville, Indianapolis, Jackson, Jacksonville, Kansas City, Las Vegas, Louisville, Memphis, Milwaukee, Minneapolis, Nashville, New Orleans, Oklahoma City, Orlando, Phoenix, Pittsburgh, Portland, Raleigh, Richmond, Rochester, Rogers, Salt Lake City, San Juan, St. Louis, Tallahassee, Tampa, Toledo, Tucson, Tulsa, Wichita, Austin, Baltimore, Boca Raton, Dallas, Denver, Fort Worth, Hartford, Houston, Manayunk, Miami, Philadelphia, Sacramento, San Antonio, Charlotte. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.

15 days ago

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OT Jobs in Moundsview, MN

Tax Manager - Tax Exempt Deloitte

Financial Advisor with Strong Tax Background LMW Financial LLC

Financial Institutions Internal Audit & Controls Manager Baker Tilly Virchow KrauseLLP

Financial Services Advisor Atlasfinancialsolutions Co

Client Coordinator Morton Wealth

Wealth Planner Cerity Partners

Sr. Manager, Tax Advisory & Planning Edelman Financial Engines LLC

Financial Planning Advisor Edison International

Director, Research Advisory Services (Advancement & Financial Sustainability) EAB Global, Inc.

Client Relationship Manager Jambalaya Group

Advisor Provider Operations and Process Optimization L.A. Care Health Plan

Wealth Advisor RFG Advisory

J.P. Morgan Advisors - Senior Client Associate - Los Angeles, CA JPMorgan Chase & Co

Tax Experienced Manager, Private Client Services Bdo Consulting

Finance Manager UCLA Health System

Tax Senior, Tax Analysis & Debt Investments Deloitte

Associate Regional Director Bank of America

Private Wealth Market Client Relationship Manager Bank of America

Director of Business Operations and Finance CSU Careers

General Ledger/Accounts Payable/Costpoint Senior Associate - Government & Infrastructure Ernst & Young Global Ltd

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