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Inside Sales Rep) you will maintain and deepen member relationships through consultative analysis and recommendation of Desert Financial products (checking/personal/business accounts, money market, wealth management services, personal/auto loans/HELOC, & IRA accounts) in a virtual setting.
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Focus on fiduciary, charitable and information reporting returns. Must have or be pursuing the state-specific education requirements to be a licensed Certified Public Accountant (CPA) or Enrolled Agent (EA) in the principal place of business; have a short-term plan for completion of such educational requirements following the start date for this position is required, with completion of such educational requirements prior to the start date for this position is preferred.
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Prepare complex individual, business (c-corp, s-corp, partnerships), exempt & fiduciary tax returns. Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners.
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Preparation of basic level corporate, individual, partnership, fiduciary and other tax returns, including researching and analyzing tax issues for clients. We are seeking a proactive and self-motivated Tax Associate to join our Phoenix or Tucson tax team.
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Retirement Plan (401k, IRA) Buckle up, hit the open road and start making hungry people happy as a delivery driver for Pizza Hut. That's right, we'll pay you to cruise around in your mobile office - your car - listening to your own tunes and delivering great pizza - and pasta.
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This Practice Group also provides legal advice to many Departments in County government that report to the County Manager, including Office of Management and Budget, Justice Courts, Public Health, Public Fiduciary, Medical Examiner, Animal Care and Control, Materials Management, and Facilities Management.
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Provide expert advice, information, and specialized training to the Wealth Management Risk Manager (WMRM), governance committees, senior leaders, and team members on complex risk management and fiduciary compliance issues.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Will receive work through a queue and will be responsible for supporting money movement for distribution of finances, cashiering functions, issuing checks, offer guidance on setting up accounts, handling requests for IRA funds, transfers, etc.
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Vacancies will be filled in the following specialty areas: SB/SE DEPUTY COMMISSIONER EXAM,
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We are currently seeking a skilled Generator Technician to join our team. Previous experience as a generator technician or similar role. As a Generator Shop Technician, you will be responsible for performing maintenance and repairs on generators in our shop.
$48,000 - $80,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Deep subject matter expert on selling retirement product (IRA, 401k, 403b and associated products). CFP®, ChFC®, CRPC®, CEBS, RIPC or similar retirement industry designations. Build and maintain relationships with internal/external partners (e.g. Wealth Management Solutions, Marketing, Investment Research Group, field leadership, etc.
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Plan and execute consumer marketing campaigns across various channels, including digital advertising, social media, email marketing, and direct mail. Stay up to date with industry trends, competitive landscape, and consumer insights to identify new opportunities and strategies.
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SEMTE is a school in the Ira A. Fulton Schools of Engineering and is shaping the next generation of experts in biological design, aerospace, mechanical, chemical, and materials science and engineering.
$79,000 - $95,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Handles routine to complex Member inquires such as fiduciary accounts, power of attorneys, etc. Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS.
$18 - $23.26 an hourFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process. Knowledge: Accounting or Premium Audit practices and procedures.
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ira fiduciary jobs in Scottsdale, AZ
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