The role involves providing expert guidance on tax-related questions and documenting client interactions. Candidates will utilize government resources and company policies to resolve inquiries effectively.
Remote Finance & Accounting Jobs (9,650)
Job category = Finance
The Remote-Real Estate Investment Representative is responsible for acquiring properties by engaging with sellers and negotiating deals. This role involves running virtual and in-person appointments, nurturing leads, and networking to find organic property leads.
Senior Manager/Director, Tax - Insurance
Wipfli Advisory LLC
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Full Time
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20 Weeks Ago
Wipfli Advisory LLC
Manage a team of insurance tax professionals and assist with growing the practice and managing client relationships. Oversee compliance for life, non-life, and captive insurance clients, including supervising the preparation and review of federal and state corporate insurance income tax returns.
Review, prepare, and audit mortgage loan closing documents with precision, ensuring compliance with Texas mortgage laws. Provide expert guidance to clients and team members on loan documents and closing instructions.
The Sr. Loan Officer builds rapport with borrowers and analyzes their financial situations to provide appropriate loan solutions. They handle multiple inbound leads, lock loans at the point of sale, and submit initial loan packages to production staff.
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The Financial Planner Assistant will engage in sales-focused activities and assist clients with financial planning. Candidates will undergo comprehensive online training to develop the necessary skills for the role.
Remote Inside Junior Mortgage Banker
The Federal Savings Bank
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Full Time
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20 Weeks Ago
The Federal Savings Bank
The role involves mastering the fundamentals of mortgage banking and cultivating client relationships throughout the mortgage process. Additionally, the position requires developing tailored financial solutions and meeting sales targets.
Handle inbound calls from motivated homebuyers and consult with them to understand their mortgage needs. Work closely with internal teams to ensure timely loan closings and maintain high standards of compliance and customer service.
Financial Systems Manager
Davis Wright Tremaine LLP
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Full Time
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20 Weeks Ago
Davis Wright Tremaine LLP
The Financial Systems Manager oversees the firm’s financial technology platforms, ensuring efficient operation and support of financial workflows. This role includes managing financial systems, serving as the technology lead for projects, and troubleshooting system issues.
The Accounting Specialist will develop and deliver enablement resources for various teams and participate in customer engagement activities. They will also translate customer workflows and regulatory trends into actionable insights for product management.
Wealth Financial Advisor - Miami, FL
Corebridge Financial
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Full Time
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20 Weeks Ago
Corebridge Financial
As a Financial Advisor, you will meet with existing and prospective clients to plan their financial future and utilize company-provided technology and tools to improve your operation. You will also collaborate with co-workers and your District Vice President to learn new skills and best practices.
Daily activities include inbound and outbound calling, setting appointments, and performing presentations to union members. The role also involves completing necessary paperwork and quality control.
Chief Financial Officer
Council for Professional Recognition
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Full Time
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20 Weeks Ago
Council for Professional Recognition
The CFO will lead financial planning and analysis, oversee budgeting and reporting processes, and strengthen compliance and risk management practices. They will also serve as a primary financial advisor to the Board Finance Committee and guide executive decision-making.
The Broker Manager will promote sales growth and client retention by managing broker relationships. This includes prospecting for new business, developing proposals, and educating brokers about FrankCrum's product line.
The financial advisor will work directly with clients to develop relationships and provide comprehensive financial plans. They will help clients achieve financial confidence and reach their life-long financial goals.
Benefits Specialist - Work From Home 86 APPLICANTS
Spade Recruiting
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Full Time
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20 Weeks Ago
Spade Recruiting
Daily activities include inbound and outbound calling, setting appointments, and performing presentations to union members. The role also involves completing necessary paperwork and quality control.
The Manager will develop and implement digital marketing strategies that drive consumer engagement and oversee multiple digital media channels. They will also manage campaign setups, budgets, and provide insights to clients while leading a team.
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Manager, Capital Markets & Risk-Treasury Management (Remote-Eligible)
Capital One
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Full Time
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20 Weeks Ago
Capital One
The Manager will lead Agile teams to implement cloud-based solutions and collaborate with business stakeholders to define requirements and document test cases. They will also own the development and delivery of analysis, user manuals, and training materials.
Senior Director Bookkeeping & Tax Operations
Anderson Business Advisors
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Full Time
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20 Weeks Ago
Anderson Business Advisors
The Senior Director oversees the operational delivery and performance of bookkeeping and tax services, ensuring high-quality service and operational readiness. This role includes managing teams and collaborating with cross-functional teams to optimize workflows and improve service delivery.
Workday Senior Consultant - Financial Accounting or P2P or OTC / PSA
CloudRock
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Full Time
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20 Weeks Ago
CloudRock
The consultant will lead the setup and configuration of Workday Financials and PSA functionality, ensuring it meets complex customer needs. They will also identify enhancement opportunities and manage customer expectations throughout the project delivery.
The Broker Manager will promote sales growth and client retention by managing broker relationships. This includes prospecting, developing proposals, and educating brokers about FrankCrum's product line.
The Senior Insurance Broker II is responsible for generating new revenue and managing complex production insurance placements. This includes leading client conversations, executing submission strategies, and collaborating with cross-functional teams.
Bookkeeper (QuickBooks Experienced) Part-Time
Angel City VA
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Full Time
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20 Weeks Ago
Angel City VA
The Bookkeeper will manage and maintain accurate financial records using QuickBooks, prepare financial reports, and handle accounts receivable and payable. Additionally, they will reconcile bank statements and provide excellent customer service to USA clients.
Senior Compliance Analyst, Property Tax
DMA - DuCharme, McMillen & Associates, Inc.
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Full Time
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20 Weeks Ago
DMA - DuCharme, McMillen & Associates, Inc.
The Senior Compliance Analyst prepares tax returns, renditions, and filings for assigned clients, focusing on larger and more complex cases. They also manage client renditions and serve as a resource for junior team members.
The Physician Coding Auditor is responsible for reviewing and coding professional multi-specialty services to ensure compliance with Medicare, Medicaid, and third-party payer guidelines. They must perform audits, provide detailed findings, and prepare educational materials for clients.
Conduct remote audits of medical device manufacturers’ Quality Management Systems under ISO 13485, EU MDR, and UK MDR. Provide clear, structured audit documentation and evidence-based conclusions.
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As a Loan Originator, you will identify opportunities, develop client relationships, and drive new business. You will actively pursue new business by cultivating relationships with property investors and brokers while managing a dynamic pipeline of potential deals.
The Associate Vice President, Wealth Advisor will focus on client acquisition and development, leading discovery sessions to understand clients' financial objectives. They will also partner with senior advisors to create tailored wealth management solutions and identify emerging market opportunities.
The Internal Audit Manager will provide independent evaluations of internal controls across various activities and functions within the group. Responsibilities include assessing financial reporting reliability, compliance with procedures, and operational process adequacy.
Handle inbound calls from motivated homebuyers and consult with them to understand their mortgage needs. Work closely with internal teams to ensure timely closings and maintain high standards of compliance and customer service.
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