Lead and manage tax compliance engagements while ensuring adherence to professional standards. Serve as the main tax point of contact for clients, providing proactive communication and timely service.
Remote Finance & Accounting Jobs (9,723)
Job category = Finance
As a Self-Employed Mortgage Advisor, you will provide tailored mortgage advice to clients and support them throughout the mortgage application process. You will also manage your own business activities, including marketing and lead generation.
The specialist will perform thorough model validation of credit decisioning and related consumer lending models. They will evaluate predictive accuracy of model assumptions against actual performance and document results in a report.
The Analyst will perform testing activities related to mortgage complaints and UDAAP issues by analyzing customer service calls and documenting findings. Responsibilities include updating testing systems, explaining findings, and contributing to status reports.
The Finance & Operations Manager will maintain and reconcile QuickBooks Online, manage accounts receivable and payable, and prepare monthly financial reports. This role also involves conducting inventory accounting and leading financial forecasting and budgeting efforts.
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The accountant position is responsible for the accounting operations of the company, including the production of financial reports and maintenance of accounting records. Key tasks include performing accounts receivable functions, entering journal entries, and conducting month-end closing and reconciliation.
Remote Consumer Direct Mortgage Banker
The Federal Savings Bank
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Full Time
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20 Weeks Ago
The Federal Savings Bank
Mortgage Bankers will work bank-provided leads within a 50-state platform, focusing on high-volume inbound leads. They will cater to a diverse customer base including veteran homeowners and first-time home buyers.
The Bookkeeper will manage daily financial transactions, prepare financial reports, and conduct account reconciliations. Additionally, they will assist with month-end and year-end closing tasks and handle basic administrative support.
The Tax Customer Service Representative II provides accurate and personalized tax advice and support to clients through various communication platforms. They are responsible for translating complex tax laws into understandable language and maintaining detailed documentation of client interactions.
Handle inbound calls from motivated homebuyers and consult with them to understand their mortgage needs. Work closely with processors and underwriters to ensure timely closings and maintain high standards of compliance.
Remote-Real Estate Investment Representative/Acquisitions Agent
Rebuilt
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Full Time
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20 Weeks Ago
Rebuilt
The role involves running in-person and virtual appointments with property sellers, negotiating acquisition prices and terms, and nurturing real estate leads. Additionally, the representative will network to find organic property leads and build relationships with local investors.
Senior Underwriter - Middle Market Solutions
Crum & Forster
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Full Time
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20 Weeks Ago
Crum & Forster
The Senior Underwriter will be responsible for building out a territory for the Middle Market division and managing broker relationships. This includes analyzing underwriting data, driving profitability, and representing the region at industry events.
The Head of Finance will manage financial activities including budgeting, cash flow, and expense reimbursement while advising leadership on finance-related issues. They will also develop and implement financial policies and procedures across the organization.
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.
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.
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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.
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.
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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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