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Securities licensing, CFP, CTFA, CPA designation. As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base.
$265,950.31 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Proven track record of setting and hitting key growth targets (e.g., CPA, CAC, ROAS, LTV, etc.) Reports to: VP, Ecommerce. Led by brothers Nate& Ben Checketts, Rhone is fueled by a clear vision: positively impacting lives through a commitment to physical and mental fitness, inspiring community, and crafting performance-driven products.
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A finance background is required; an advanced degree (MBA) or certification (CFA, CPA, FRM) preferred. A finance background is required; an advanced degree (MBA) or certification (CFA, CPA, FRM) preferred.
$190 a dayFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Basic Qualifications: Bachelor’s degree in accounting or business-related field CPA license in one’s principal place of business/home state, licensed J.D. or enrolled agent (with approval from regional tax leader) Minimum of 8 years of experience working in public accounting with an emphasis on private client taxation.
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Certified Anti-Money Laundering Specialist (CAMS), Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Certified Regulatory Compliance Manager (CRCM), or Certified Fraud Examiner (CFE.
$102,400 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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One of the following active accreditations obtained:Licensed CPA in state of practice/primary office if eligible to sit for the CPAIf not CPA eligible:Licensed attorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP.
$272,090 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN.
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If you have an active PTIN and unrestricted credential (CPA/EA/Practicing Attorney) we would love to connect with you! If you reside in the United States, and are ready to earn supplemental income by helping people with their taxes, APPLY NOW.
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CPA, EA, JD, or CFP (ideally) As a Senior Audit Associate you will support on the development of audit planning, review, strategy, and reporting of audit findings for clients within the Not-for-Profit and Healthcare industry.
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After four weeks of training, the Clinical Patient Assistant (CPA) will go to their assigned Primary Care office and assist in the delivery of care in the ambulatory setting under the direct supervision of a licensed nurseor health care provider.
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Job Summary A dynamic CPA firm with over 40 years of success, seeks a seasoned Tax Accountant. Job Summary A dynamic CPA firm with over 40 years of success, seeks a seasoned Tax Accountant. Serving a diverse client base in industries such as construction, real estate, e-retailing, medical practices, manufacturing, and technology, we cater to businesses with revenues from $2 million to $125 million.
$115,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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7+ years tax experience required in a CPA firm setting. CPA Certification required. Acts as a resource for tax staff on specific tax issues and/or questions. Marcum LLP is seeking an experienced Tax Senior Manger to join our growing and well-established national firm in our Greenwich office.
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CPA or Enrolled Agent certification. At H&R Block, we believe in the power of people helping people. Conduct tax interviews with clients and support do it yourself online tax clients through virtual tools (i.e., video conferencing, phone, chat, email.
Full-timeRemoteExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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Qualifications: CPA with a Bachelor’s degree in accounting, business or finance. Beyond an associate’s base compensation, we reward and reinforce wellbeing with a compelling package of both cash and non-cash benefits, including comprehensive health, wellness incentives, assistance with retirement savings, paid time off, paid holidays, and tuition reimbursement — as well as performance-based bonus programs for certain positions.
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10+ years accounting/tax experience, CPA preferred. Oversee tax return preparation, reconciliation, and consolidation. Our Greenwich CT client has retained our services to identify a dynamic and strategic Vice President of Finance for their well-established portfolio.
$225,000 a yearFull-timeExpandApply NowActive JobUpdated 15 days ago
cpa job in Stamford, CT
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