Showing posts with label advisor-. Show all posts
Showing posts with label advisor-. Show all posts

Saturday, June 15, 2013

( Tax - Manager - State and Local Tax - SALT Job ) ( Tax - Senior Associate - State and Local Tax - SALT Job ) ( Tax - Supervisor - State and Local Tax - SALT Job ) ( Tax - Senior Associate - High Net Worth Job ) ( Financial Sales Professional- Entry Level or Experienced ) ( Robert Half Finance and Accounting Recruiting Manager ) ( Financial Advisor- Entry Level or Experienced ) ( Principal General Ledger Accountant ) ( Sr Credit Risk Analyst - Credit Risk Management ) ( Internship / Contract Positions - Finance - NY, NJ ) ( Finance Opportunities ) ( Credit Analyst ) ( Actuarial Projection Analyst ) ( ACCOUNTING ASSISTANT ) ( CPA ) ( Entry Level Sales/Insurance Based Financial Advisor ) ( Native American Studies AssociateHonoring the tradition, St ) ( General--- Immediate Openings ---Assistant Teachers - ) ( Paid Teaching + TEFL Training - Thailand )


Tax - Manager - State and Local Tax - SALT Job

Details: At McGladrey you will gain the experiences and skills to develop a great career.  We are looking for expertise to represent clients in state sales and use tax audits and perform and manage multi-state sales and use tax reverse audits, voluntary disclosures and provide technical advice that will add value for our clients.  This is an opportunity to supervise staff as you manage, research, schedule, and review state and local tax engagements.  Use your client management skills to develop relationships and help grow our practice area.McGladrey has a current opening for a Tax Manager to join our expanding SALT practice in Indianapolis.In your important role, you will be responsible for the following: Responsibilities:- Delivery of profitable SALT services to our clients that appropriately utilize firm and client resources- Providing timely, high quality client service that meets or exceeds client expectations with tax advice and consultation that enable clients to increase shareholder value- Manage and drive the success of multiple engagements- Ability to manage within budgetary and time constraints while providing a high-level of client satisfaction- Anticipate and address client concerns and escalating problems as they arise- Promote new ideas and business solutions that result in extended services to existing clients- Initiate 'cross selling' business to other practices- Research and resolve technical state and local tax issues- Prepare technical memoranda, matrices and other client deliverables- Manage tax assignments and related projects- Plan and coordinate the flow of information with the client- Review work papers and state tax returns- Participate in the billing and collection process- Supervise, mentor and develop staff members- Develop specialized SALT knowledge within the Manufacturing, Wholesale and Distribution, Government Contractor, and Construction/Real Estate industries- Expected to recognize opportunities for providing additional services to clients, marketing technical specialty or expertise to clientsQualifications:- Bachelors degree in Accounting or closely related field- CPA Certification- 5-7 years of current or recent experience in public accounting, law firm or corporate tax department providing state and local income tax consulting services, including experience with income franchise and other state and local tax services- Experience selling professional services in a public accounting or tax consulting firm- Established record of building profitable, sustainable client relationships with small- to mid-sized, growing businesses- A proven record of simultaneously managing multiple projects and engagement teams for various clients- Strong computer technical skills required to analyze and manipulate data and spreadsheets - proficiency with Excel is required.- Detail oriented person with strong communication skills is required

Tax - Senior Associate - State and Local Tax - SALT Job

Details: At McGladrey you will gain the experiences and skills to develop a great career.  We are looking for expertise to represent clients in state sales and use tax audits and perform and manage multi-state sales and use tax reverse audits, voluntary disclosures and provide technical advice that will add value for our clients.  This is an opportunity to supervise staff as you manage, research, schedule, and review state and local tax engagements.  Use your client management skills to develop relationships and help grow our practice area.McGladrey has a current opening for a Tax Senior Associate to join our expanding SALT practice in Indianapolis.As part of the SALT team, the Tax Senior Associate will be responsible for providing and overseeing quality state and local income tax services for the Firm's clients, and will also be responsible for: Responsibilities:- Prepare and review work papers and state tax returns- Research and resolve technical state and local tax issues- Develop specialized SALT knowledge within the Manufacturing, Wholesale and Distribution, Government Contractor, and Construction/Real Estate industries- Develop an understanding of client's business and become a 'functional expert' in the area- Keep abreast of changes in industry regulation, maintain competency through continuing education and obtaining additional professional certifications- Providing appropriate and timely performance feedback to those supervisedQualifications:- Bachelors degree in Accounting or closely related field- CPA Certification or working towards certification- 3-5 years of current or recent experience in public accounting, law firm or corporate tax department- Minimum of2 years experience providing state and local tax consulting services- Strong computer technical skills required to analyze and manipulate data and spreadsheets - proficiency with Excel is required.- Detail oriented person with strong communication skills is required

Tax - Supervisor - State and Local Tax - SALT Job

Details: At McGladrey you will gain the experiences and skills to develop a great career.  We are looking for expertise to represent clients in state sales and use tax audits and perform and manage multi-state sales and use tax reverse audits, voluntary disclosures and provide technical advice that will add value for our clients.  This is an opportunity to supervise staff as you manage, research, schedule, and review state and local tax engagements.  Use your client management skills to develop relationships and help grow our practice area.McGladrey has a current opening for a Tax Supervisor to join our expanding SALT practice in Indianapolis.In your important role, you will be responsible for the following: Responsibilities:- Delivery of profitable SALT services to our clients that appropriately utilize firm and client resources- Providing timely, high quality client service that meets or exceeds client expectations with tax advice and consultation that enable clients to increase shareholder value- Research and resolve technical state and local tax issues- Prepare technical memoranda, matrices and other client deliverables- Manage tax assignments and related projects- Plan and coordinate the flow of information with the client- Review work papers and state tax returns- Participate in the billing and collection process- Supervise, mentor and develop staff members- Develop specialized SALT knowledge within the Manufacturing, Wholesale and Distribution, Government Contractor, and Construction/Real Estate industries- Expected to recognize opportunities for providing additional services to clients, marketing technical specialty or expertise to clientsQualifications:- Bachelors degree in Accounting or closely related field- CPA Certification- 4 - 5 years of current or recent experience in public accounting, law firm or corporate tax department providing state and local income tax consulting services- A proven record of simultaneously supporting multiple projects and engagements for various clients- Strong computer technical skills required to analyze and manipulate data and spreadsheets - proficiency with Excel is required.- Detail oriented person with strong communication skills is required

Tax - Senior Associate - High Net Worth Job

Details: Position Description  Responsibilities will include, but will not be limited to:- Prepare and review tax returns:  C Corp, S Corp, Partnerships, Trusts and Individuals.- Researching tax laws and preparing tax memorandum on technical issues- Managing all aspects of client accounts and fostering client relationships- Expanding services to existing clients and developing new business relationshipsBasic Qualifications- Bachelor's degree in accounting- CPA Certification- 2 - 3 years experience working in a public accounting firm with current tax experience with a strong background in Partnerships, S corporations, Trusts and Individual returns- A proven record of simultaneously managing multiple projects and engagements for various clients- Ability to work individually and as part of a team- Solid understanding of tax codes, regulations and rulings- Excellent written and verbal communication skills

Financial Sales Professional- Entry Level or Experienced

Details: AXA Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 50 branches across the country employing approximately 5,000 financial professionals. AXA Advisors is an equal opportunity employer committed to a workplace that is diverse, inclusive and merit-based.We’re looking for highly motivated, achievement-driven individuals who want the opportunity to establish and grow a financial services practice with the support and strength of one of the nation’s leading financial services firms.As an AXA Advisors financial professional, you’ll be part of a recognized, respected company that offers:• High earnings potential and comprehensive benefits• Training, support and hands-on management• Advancement/management opportunitiesOur work environment is fast-paced, energetic and enthusiastic. If you have an entrepreneurial mindset and are not looking for just a job, then this is the place for you. Job Description: • Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives. • Provide information/education to clients about the purpose and details of financial products, services and strategies. • Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis. • Contact clients periodically to determine if there have been changes in their financial status. • Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality serviceYou don’t need to have a finance or economics degree to be a successful financial professional.  At AXA Advisors, training is a process not an event, whereby our financial professionals, at every level of experience, build their business. You will participate in national and local development programs and joint work opportunities that provide comprehensive knowledge and skill training. We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including CFP®, Chartered Financial Consultant and Chartered Life Underwriter. Requirements: • Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures.• Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence.• Ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships. • Must be a US Citizen or permanent resident• A four-year college degree is preferred and relevant professional FINRA securities registrations are a plus. If you do not have the following, you will be required to attain them, under the sponsorship(1) of AXA Advisors: state life and health licenses, FINRA Series 7 and 66 registrations.• MBA, JD, CFP®, CPA or ChFC, a plus.Individuals who excel at AXA Advisors come from many different professional backgrounds including: • Law • Brokerage • Banking • Management • Accounting • Sales

Robert Half Finance and Accounting Recruiting Manager

Details: Job Description As a Recruiting Manager your responsibilities will include developing and growing a client base and new business opportunities, marketing our services via telephone and in-person meetings with new and existing clients to expand the utilization of our services; recruiting, hiring and placing accounting and finance professionals in temporary and full-time positions with our clients; delivering outstanding customer service to both clients and candidates; providing consistent communication and career guidance to candidates; participating in industry trade associations to increase our presence within the local finance and accounting community. Qualifications: Successful candidates will have self-confidence, perseverance, excellent communication skills and a high sense of urgency. Must be able to demonstrate excellent communication and problem-solving skills, a strong desire to succeed, and ability to leverage financial services experience to manage and grow your business. Experience in financial services industry required. A degree in finance or related field is required. An MBA, CFA, CPA or advanced degree in economics/math or risk management preferred.

Financial Advisor- Entry Level or Experienced

Details: Job DescriptionIf you want to unlock your potential as a financial sales rep, apply to join our team at AXA Advisors! AXA Advisors, LLC is one of the most respected and growing financial services companies.  With our 5,000 financial professionals in the US and Puerto Rico, AXA Advisors, LLC is positioned with the strength and resources to help talented people reach their potential.  We continue to work together toward our shared ambition of becoming the preferred company in the industry by differentiating ourselves through the quality of our products as well as through our service and solid performance.  We are looking for confident, personable and driven individuals to serve as financial representatives. As an AXA Advisors’ Financial Professional, you will prospect for potential clients, both individual and corporate, and develop a practice within the financial-services industry. Our most successful Financial Professionals are those who consistently build relationships and leverage them into business opportunities. Job ResponsibilitiesAs one of our Financial Professionals, AXA Advisors gives you the tools you need in order to build your own base of clients. Our first-rate training programs, dedicated support staff and multitude of competitive products provide you with ample resources with which to serve your clients’ financial needs. Your basic responsibilities will include: Making outside sales calls Prospecting and networking via face-to-face meetings with potential clients Closing and executing sales transactions Servicing existing clients Analyzing and compiling presentations Attending training sessions and meetings Pursuing personal and professional development via individual study and continuing-education courses which can include pursuit of Certified Financial Planner (CFP®) designation

Principal General Ledger Accountant

Details: The Principal General Ledger Accountant will perform a high level analysis and detailed account reconciliations to ensure transactions of the business have been properly accounted for and accurately reflect the company’s accounting process.  Responsible for monthly general ledger reporting, Great Plains report writing, and FRx reporting. Serve as Great Plains support for the entire finance group and act as the liaison with the IT Department.

Sr Credit Risk Analyst - Credit Risk Management

Details: BASIC FUNCTION:The Senior Credit Risk Analyst is responsible for leading modeling, analysis, and reporting efforts on an auto finance loan portfolio to anticipate, identify, and mitigate credit risk exposure whether related to loan acquisition or portfolio management activities. When focused on loan acquisition, the position involves conducting analysis to mitigate credit risk, set credit policy, and evaluate credit demographics, credit execution and credit structure. When focused on portfolio management, the position involves portfolio forecasting, modeling, analysis, and reporting related to factors that affect portfolio performance such as delinquency, loss frequency, loss severity and bankruptcies. The Senior Credit Risk Analyst is responsible for identifying trends and summarizing this information to a variety of internal clients. This position will interact with many other departments in the interest of achieving the overall company objectives.  JOB DUTIES:The Sr. Credit Risk Analyst is responsible for assessing credit risk, reporting on credit metrics, conducting data and business analysis, utilizing best practices of data analysis to ensure data results are accurate, summarizing findings, developing recommendations and presenting analyses to management in a clear, concise, convincing, and actionable format. The Sr. Credit Risk Analyst is also responsible for providing direction, training, and guidance to less experienced Credit Risk Analysts and leading projects or special assignments as required.  REPORTING RELATIONSHIP:Reports to: AVP of Credit Risk Management Direct Reports: None

Internship / Contract Positions - Finance - NY, NJ

Details: INTERNSHIP / LONG TERM CONTRACT FOR RECENT COLLEGE GRADS WITH AN INTERNSHIP  or EXPERIENCE IN FINANCE  (BANKING / BROKERAGE)The Walsh Associates is a full-service staffing company that has been attuned to the needs, experience and career goals of our job applicants for 60+ years. We offer great benefits to our employees that includes health insurance, transit check and direct deposit.  One of our major clients, a prestigious financial services firm, is looking to fill internship  and long term contract Positions in Ney York and New Jersey.  The positions are contracts for a period of 2 months to long term with the possibility for hire.

Finance Opportunities

Details: Our client is a prestigious financial services firm in Getzville, NY that is looking to fill the following positions.  All positions are Contract and pay is DOE.  Recent college graduates are encouraged to apply. Document Processer-1 year contract The primary function of this position is to support Basel related requests for the new security set ups and modifications. The ability to work hands on with tight deadlines. Gain thorough industry knowledge quickly and effectively interact with other operating units. Provide effective maker/checker function to ensure data quality and accuracy. Ensure adherence to all audit policies and procedures. Provide UAT testing with strategic technology rollouts. Expected to work staggered shifts to support pre-market, market close, regulatory reporting and other events pertained to EMEA and NAM operations. Coordinate with global coders in other regions to resolve issue. Understand global procedures to support other markets during off hours Independently assess workflow issues and redirects work as necessary. Provide subject matter expertise to related projects. Identifies policy gaps and formulates policies Interprets data and makes recommendations. Provide training support.

Credit Analyst

Details: Excellent opportunity for a recent college graduate who has had some experience in the banking industry. Under general supervision (but works independently most of the time) responsible for assisting in restructuring loans when companies do not meet the original conditions of the loan and asset recovery. Works to limit losses on outstanding problem loans or non-performing loans. Responsible for less complex loans.1. Assists in restructuring loans when companies do not meet the original conditions of the loan and asset recovery2. Works to limit losses on outstanding problem loans or non-performing loans3. Recommends additional documentation, collateral, and other ways in which to improve an existing loan transaction4. May facilitate the resolution of problem loans through improved credit quality or repayment, in a cost effective manner, minimizing potential losses to the Corporation5. Carries out complex activities with significant financial, client, and/or internal business impact6. May have direct interaction with committees and/or Senior Management7. Able to serve as a key subject matter expert and mentor to other more junior level employees8. May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role)9. More technically sound in area of expertise and has broader knowledge of other areas10. Able to facilitate discussions and reach decisions

Actuarial Projection Analyst

Details: Americo is a dynamic and growing life insurance and annuity company located in Kansas City, Missouri. We are one of the largest privately held life insurance based financial services companies in the nation. In general, the Actuarial Projection Analyst will maintain, validate and update the Company models as it applies to corporate planning, cash-flow analysis and asset/liability matching. In addition, the analyst will: Provide FAS 133 calculation, enhance reporting, and maintain program necessary for calculation Provide technical and analytical support to investments and the index product hedging system Support special actuarial projects within product development and valuation Improve and program actuarial systems

ACCOUNTING ASSISTANT

Details: CAREER CONNECTIONS, INCCOLUMBIA, SCFEE PAID BY CLIENT COMPANIESNO FEE TO APPLICANTJO 4711ACCOUNTING ASSISTANTHighly respected law firm.   Handle a variety of duties including A/R. billing, managing paperwork and documents, entering information into client files.Need degree and junior level experience in accounts receivables/ BILLING  (legal a plus).Would consider candidate with degree and medical office/ A/R, medical insurance billing background Need MS Office proficiency.Competetive salary, nice benefit package, congenial staff and beautiful offices.

CPA

Details: Holding company in East Texas looking for a CPA to review financial records of businesses that are potential acquisition targets. Also responsible for filing tax returns. Local candidates preferred, but relocation assistance may be available.

Entry Level Sales/Insurance Based Financial Advisor

Details: Do you want a career with unlimited income potential, the freedom to set your own hours and the ability to help other achieve their dreams? A career opportunity with Mutual of Omaha can provide you with:    » Unlimited income potential, plus bonuses and other awards    » Financial support during your first three years to help you build your business    » Worldwide incentive travelBe in business for yourself but not by yourself! Mutual of Omaha has:    » One of the best comprehensive training programs in the industry    » Turn-key programs dedicated to getting you off to a fast start    » Local and regional business and marketing supportClearly defined career path to support your future growth through:    » Insurance based Financial Advisor specializing in protecting families and       businesses against risk and life’s uncertainties    » Sales Management    » Niche markets specialistThe Company Behind YouFor more than 100 years, Mutual of Omaha's representatives has helped millions of families reach their financial goals and plan for a secure future. Here's what you can expect: Access to a complete line of insurance and financial products and services The backing of a Strong, Stable, and Secure company Solid consumer brand awareness such as Mutual of Omaha's Wild Kingdom and key  national sponsorships such as USA Swimming and the Professional golfers on the PGA,  LPGA and Nationwide tours National and local TV and print advertising focused on our products and services Strong company ratings from industry raters like A.M. Best, Standard & Poor's and Moody's  Investors Service

Native American Studies AssociateHonoring the tradition, St

Details: Native American Studies AssociateHonoring the tradition, St. Joseph's Indian School in Chamberlain, South Dakota, seeks a Native American Studies Associate to assist in promoting Native American Studies across campus and as part of community outreach. Qualifications include BA in Native American Studies or related field, knowledge of Native American culture and traditions and experience working with Native American students.Call 800.568.4434 E-mail Website www.stjo.org EOE Source - Argus Leader - Sioux Falls, SD

General--- Immediate Openings ---Assistant Teachers -

Details: General--- Immediate Openings ---Assistant Teachers - All AgesFull Time Monday-Friday 8:30-5;30. No nights or weekends. Call Marsha 605-362-8851or apply in person For The Love of Children 3700 S. Westport Ave., Sioux Falls EOE Source - Argus Leader - Sioux Falls, SD

Paid Teaching + TEFL Training - Thailand

Details: Paid Teaching + TEFL Training - ThailandAbout Us:Thailand has long been a favourite destination for Teaching English as a Foreign Language (TEFL) teachers for its combination of gorgeous beaches and islands, excellent cuisine, affordable cost of living and the friendliness of the Thai people. This unique programme allows you to join in on the action with paid work as an English teacher. And with many schools and language centres throughout Thailand to choose from you can be assured your experience will be as unique and tailored to your needs as possible.The programme includes a two-week teacher training course leading to a TEFL certificate, which will arm you not only with all the necessary teaching theories, techniques, classroom experience and practice in an intercultural context. After orientation and teacher training your placement- and your adventure in Thailand- begins.