2,181 Results for

Tax Jobs in Westchester, IL

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Financial Aid Counselor Warner Pacific University

Portland, Oregon

Warner Pacific University’s Mission: Warner Pacific is a Christ-centered, urban, diverse, minority-serving, Hispanic-serving, liberal arts University dedicated to providing students with an education that prepares them to engage actively in a constantly changing world. Warner Pacific is a Christ-centered urban liberal arts University dedicated to providing students from diverse backgrounds an education that prepares them to engage actively in a constantly changing world.

27 days ago

Financial Aid Advisor Universal Technical Institute Inc

Portland, OR

$20–$25 / hour

The Financial Aid Advisor guides students and their influencers through the financial aid process, administers aid accurately and in compliance with federal and state regulations, and resolves funding barriers that may affect enrollment or continued education. The role manages an assigned student portfolio, provides timely education and follow-up, and partners across departments to support student starts, persistence, graduation, and overall satisfaction.

16 days ago

Executive Director-Lab, Imaging & Vision Services Kaiser Permanente

Portland, OR

Develop, oversee, and be accountable for management of services that optimize system, operations, and facility resources; Assure cost effective operations through productivity improvement tools in addition to methods that ensure appropriate utilization of all products and services. Job Summary: The Executive Director reports up to the Vice President of Ambulatory Operations (VPAO) and collaborates with the Senior Medical Director (SMD) dyad partner, who sets the clinical vision for the service line and care delivery team.

24 days ago

Financial Advisor BMO (Bank of Montreal)

Portland, OR

$55,000–$120,000 / year

Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.

30+ days ago

Executive Director, Perioperative Services, Northwest Region Kaiser Permanente

Portland, OR

Develop, oversee, and be accountable for management of services that optimize system, operations, and facility resources; Assure cost effective operations through productivity improvement tools in addition to methods that ensure appropriate utilization of all products and services. Assists VPAO in providing strategic leadership to management to ensure equitable distribution of resources and delivery of high quality, cost-effective health care and efficient management of staff in accordance with goals, objectives, policies, and applicable regulatory agency rules and regulations.

30+ days ago

Financial Wellness Associate KeyCorp

Tualatin, OR

$19.23–$28.37 / hour

Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.

15 days ago

Financial Wellness Associate Keybank National Association

Estacada, OR

$19.23–$28.37 / hour

Consumer Retail- Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.

22 days ago

Client Services Associate II First Technology Federal Credit Union

Hillsboro, OR

$27.50–$33 / hour
Full time

Communicate regularly via telephone, mail, email, social media, etc. to facilitate regular review meetings, webinars, social media content curation, email drip campaigns, and other client reach out efforts in alignment with Client Experience Plan. The Client Services Associate II supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of service and client engagement.

18 days ago

Financial Advisor Series 7, 65 or 66 San Blas Securities

Portland, OR

This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. About San Blas Securities: San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.

30+ days ago

Financial Solutions Advisor- Williamette Valley Bank of America Corp

Salem, OR

Responsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written CommunicationsThis position is open for the entire market and the specific Financial Center location will be based on business needs.

30+ days ago

Financial Solutions Advisor - Portland Metro Bank of America Corp

Portland, OR

$70,000–$80,000 / year

Back to search results Financial Solutions Advisor - Portland Metro Portland, Oregon; Vancouver, Washington; Hillsboro, Oregon; Vancouver, Washington; Portland, Oregon; Vancouver, Washington; Vancouver, Washington; Battle Ground, Washington; Vancouver, Washington; Vancouver, Washington; Beaverton, Oregon; Portland, Oregon; Portland, Oregon; Portland, Oregon; Beaverton, Oregon Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

30+ days ago

Director, Financial Planning Edelman Financial Engines LLC

Portland, OR

$125,000–$350,000 / year

Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

30+ days ago

Financial Solutions Advisor Registration Candidate- Portland Metro Bank of America Corp

Hillsboro, OR

$28.85–$33.65 / hour

Back to search results Financial Solutions Advisor Registration Candidate- Portland Metro Hillsboro, Oregon; Vancouver, Washington; Vancouver, Washington; Portland, Oregon; Vancouver, Washington; Vancouver, Washington; Battle Ground, Washington; Vancouver, Washington; Vancouver, Washington; Beaverton, Oregon; Portland, Oregon; Portland, Oregon; Portland, Oregon; Beaverton, Oregon; Portland, Oregon Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge Job Description: Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

18 days ago

Specialist Manager, Risk and Compliance Services (Personal Consultation) Deloitte Touche Tohmatsu Ltd

Portland, OR

$93,000–$171,300 / year

Interpreting and applying American Institute of Certified Public Accountants (AICPA), Securities and Exchange Commission (SEC), and Public Company Accounting Oversight Board (PCAOB) independence rules, as well as Deloitte US Firms independence policies, while identifying process improvement opportunities with team members. The Personal Consultation team within Independence & Conflicts Network (ICN) performs a critical consultation and risk-management function for the Deloitte US Firms, protecting Deloitte from conflicts of interest and keeping the Deloitte US Firms independent, objective, and impartial, in fact and appearance.

30+ days ago

Tax Senior Associate, Global Mobility Services KPMG International Cooperative

Portland, OR

2026 KPMG LLP, a Delaware Limited Liability Partnership, and its subsidiaries are part of the KPMG global organization of independent member firms affiliated with KPMG International Limited, a private English company limited by guarantee. 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.

2 days ago

Personal Financial Counselor - Portland, OR Magellan Health Inc

Portland, OR

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

17 days ago

Senior Manager - Transaction Advisory Services Baker Tilly Virchow KrauseLLP

Portland, OR

$179,000–$262,000 / 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. Job Description: 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.

30+ days ago

Senior Manager - Transaction Advisory Services (Health Care) Baker Tilly Virchow KrauseLLP

Portland, OR

$179,000–$262,000 / 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.

20 days ago

Manager - Transaction Advisory Services (Health Care) Baker Tilly Virchow KrauseLLP

Portland, OR

$126,000–$182,000 / 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.

18 days ago

Manager - Transaction Advisory Services Baker Tilly Virchow KrauseLLP

Portland, OR

$126,000–$182,000 / 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.

23 days ago

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Tax Jobs in Westchester, IL

Financial Aid Counselor Warner Pacific University

Financial Aid Advisor Universal Technical Institute Inc

Executive Director-Lab, Imaging & Vision Services Kaiser Permanente

Financial Advisor BMO (Bank of Montreal)

Executive Director, Perioperative Services, Northwest Region Kaiser Permanente

Financial Wellness Associate KeyCorp

Financial Wellness Associate Keybank National Association

Client Services Associate II First Technology Federal Credit Union

Financial Advisor Series 7, 65 or 66 San Blas Securities

Financial Solutions Advisor- Williamette Valley Bank of America Corp

Financial Solutions Advisor - Portland Metro Bank of America Corp

Director, Financial Planning Edelman Financial Engines LLC

Financial Solutions Advisor Registration Candidate- Portland Metro Bank of America Corp

Specialist Manager, Risk and Compliance Services (Personal Consultation) Deloitte Touche Tohmatsu Ltd

Tax Senior Associate, Global Mobility Services KPMG International Cooperative

Personal Financial Counselor - Portland, OR Magellan Health Inc

Senior Manager - Transaction Advisory Services Baker Tilly Virchow KrauseLLP

Senior Manager - Transaction Advisory Services (Health Care) Baker Tilly Virchow KrauseLLP

Manager - Transaction Advisory Services (Health Care) Baker Tilly Virchow KrauseLLP

Manager - Transaction Advisory Services Baker Tilly Virchow KrauseLLP

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