The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners. Job Duties Performs tax planning, preparation and research for pass through entities (S corps, LLCs, Partnerships) and the business owners' individual returns, which may include estates, trusts and charitable entities

Responsible for review and analysis of underwriting data to build and maintain a profitable book of business within the Contract Surety assigned territory. Manages agency relationships through continued customer service and marketing activities. Actively contributes as a technical expert in both underwriting activities and department specific industry knowledge. This role

The Core Tax Services Manager is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Core Tax Services M

Overseeing client delivery and satisfaction in Tax Filing. This includes ensuring timely and accurate responses to clients and partner teams. Additionally, it involves resolving escalations promptly and representing Tax Filing effectively in client meetings. Monitoring and auditing tasks to identify trends and improvement opportunities. You will lead process enhancement e

Elm Hill Financial Services Officer Category Branch Job Locations US TN Nashville Job ID 2024 4643 Type Active Full Time Hourly About Us Ascend is the largest credit union in Middle Tennessee and one of the largest credit unions in the United States, with over $4 billion in assets. With an occupation based field of membership, Ascend is focused on the expansion and divers

Manage specialists and coordinators assigned to the Financial Readiness team. Oversee the financial education curriculum to support and educate wounded service members to attain financial stability. Plan, organize, and administer the WWP Financial Readiness program services in collaboration with other WWP programs and external partners. Liaison for training and referrals

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net worth individuals, their families, family offices, C Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all

Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience Gain knowledge, demonstrate and maintain a working knowledge of

Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience Gain knowledge, demonstrate and maintain a working knowledge of

Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience Gain knowledge, demonstrate and maintain a working knowledge of