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Company Description Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of... more ->
A career in our Income Franchise practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules. Our team helps our clients develop favourable solutions... more ->
The Opportunity The Case Manager acts in a transactional capacity to assist in the processing of New Business Applications. In this role, the Candidate will review, coordinate and issue life insurance application submissions in accordance with department quality and efficiency standards. As an Expert, the Candidate will develop and maintain specialty knowledge of products and advanced processes to include more complex skills and will assist in complex case resolution. The Case Manager will take on additional tasks (but not limited to): acts as subject matter expert, proactively recognizes... more ->
As a State and Local Manager, responsibilities include technical review of complex state and local returns. Displaying the ability to efficiently take tasks from beginning to end, providing recommendations for improving client results, and applying creative tax ideas to enhance client development and growth while managing multiple client engagements in various industries and delivering exceptional client service. Responsibilities Research state tax issues, including Nexus determinations, taxability analyses, and quantification of potential liabilities. Review state and local tax returns and... more ->
Practice Management Presenter, Key Accounts Annuity & Hybrid Team, MMSD Full-Time, Boston, Springfield or NYC (Hybrid) Opportunity The MMSD Advisor Practice Management Consultant is responsible for the creation and delivery of CE programs, financial planning software education and practice management thought leadership to financial professionals. This is a new role for MMSD, great opportunity to shape our value-add program. The Team The MMSD Annuity team is responsible for the expansion of annuity solutions in the third-party marketplace. The team is responsible for all aspects of running the... more ->
Description: Make a difference with a career in insurance At The Cincinnati Insurance Companies, we put people first and apply the Golden Rule to our daily operations. To put this into action, we're looking for extraordinary people to join our talented team. Our service-oriented, ethical, knowledgeable, caring associates are the heart of our vision to be the best company serving independent agents. We help protect families and businesses as they work to prevent or recover from a loss. Share your talents to help us reach for continued success as we bring value to the communities we serve and... more ->
Tax Senior/Supervisor Manages one or more client engagements simultaneously, ensuring overall success of each project Establishes work schedules through effective use of project management skills Prepares both simple and complex individual and business tax returns Researches tax questions; studies tax laws for potential tax savings Drafts client reports and other client communications Actively advises, trains and coaches team members; provides consistent recognition and feedback to team members Provides timely feedback to managers when preparing performance evaluations of staff accountants... more ->
The Cornerstone Fund UCC has an immediate opening for an Accounting Systems Specialist The Accounting Systems Specialist plays a pivotal role in providing crucial support to the Vice President & Chief Financial Officer. Beyond managing the routine bookkeeping and accounting tasks of the organization, this position is integral in enhancing efficiency through the optimization and automation of existing systems. The Specialist will also contribute to the implementation and advancement of new technologies within our systems infrastructure. Moreover, they will ensure compliance with both internal... more ->
VP of Finance Qualifications: The VP of Finance is responsible for directing the fiscal functions of the corporation in accordance with generally accepted accounting principles issued by the Financial Accounting Standards Board and the International Financial Reporting Standards Foundation, and in accordance with financial management techniques and practices appropriate within the industry. Responsibilities: Plan, develop, organize, implement, direct and evaluate the organization's fiscal function and performance. Control and supervise monthly financial reporting, Balanced Score Card update... more ->
Bankers Life, a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to... more ->
GENERAL SUMMARY The Fuel Buyer is responsible for procuring biomass for the plant ensuring a reliable and steady fuel supply. Fuel procurement is a critical function that contributes to the overall success of plant operations. PRIMARY DUTIES The job duties listed are typical examples of the work performed by the Fuel Buyer. Not all duties assigned to this position are included. The Fuel Buyer may be asked to perform other duties and requirements may vary. - Manage and administer all fuel contracts for the plant - Evaluate and purchase the desired quantity of biomass fuel for the plant -... more ->