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Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your Legacy by joining the Fisher Investments Financial Planning Team. The Opportunity: As an Estate Planning Specialist, your role is crucial in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals. While you will not... more ->
Why USAA? Let's do something that really matters. We have an important mission: serving the members of the military community and their families. It's both a chance to say thank you and the opportunity to put your talents to work in a meaningful way. To do it right, we need the right people. We're looking for those who share our values of honesty, integrity, loyalty and service. Because what we do is just as important as how we do it. Come be a part of what makes us so special! It is all about learning and growing. Our Insurance Customer Service role may be a new career for you. There's a lot... more ->
Job Description: Play an important role on an exciting and rapidly growing new division with the world's largest tax preparation company. As a representative of H&R Block U.S. Expat Tax Services, you are responsible for providing U.S. tax services to U.S. citizens and residents living outside the United States. You are responsible for managing a client list generating between $110,000 and $150,000 in annual revenue. Analyze tax information provided by expatriate tax clients to prepare complete and accurate tax returns for U.S. taxpayer clients. Follow internal guidelines for review and... more ->
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so... more ->
What you'll bring to the team . Build year-round client relationships Provide tax preparation, tax audit support and tax planning year-round Create confidence in our clients by conducing tax interviews face to face and through virtual tools - (video conferencing, phone, chat, email) Generate business growth, increase client retention, and offer additional products and services Grow your tax expertise Your Expertise 5+ years of tax experience Experience completing individual tax returns Tax planning and audit support Ability to effectively communicate in person and virtually Comfort working... more ->
Duties WHAT IS THE SBSE - Small Business Self EmployedDIVISION? A description of the business units can be found at: https://www.jobs.irs.gov/about/who/business-divisions Vacancies will be filled in the following specialty areas SBSE Collection, Non-Campus Collection Operations, Civil Enforcement Advice & Support Operations (CEASO) The following are the duties of this position at the full working level. If this vacancy includes more than one grade and you are selected at a lower grade level, you will have the opportunity to learn to perform these duties and receive training to help you grow... more ->