Tax Associate Position Novak Birks PC is seeking highly motivated and detail-oriented professionals to join our Tax Services team in Kansas City. This position offers a fantastic opportunity to work with a diverse client base—including individuals, corporations, and partnerships—while contributing to the strategic growth of our firm. Responsibilities: Tax Compliance & Preparation: Prepare federal, state, and local tax returns for a variety of entities (Individual, Corporate, Partnership, and Trust) ensuring accuracy and adherence to current tax laws. Tax Planning: Assist …
Tax Associate
Project Accounting Specialist II
Project Accounting Specialist II At Dimensional Innovations, we exist to eliminate mediocre experiences and create remarkable ones. Our people make the remarkable possible through accountability, collaboration, and uncommon commitment. We are hiring a Project Accounting Specialist II to support project-based financial operations across fabrication and installation work. This role is ideal for: ✔ Level 2 accountants with hands-on experience✔ Public accounting professionals transitioning to private industry✔ Project accountants who want deeper ownership of job cost and project performance You will …
Financial Planner- NYC
Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an immediate opening for a highly motivated analytical individual to join us in our Greater Metro Financial Group firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. …
Associate Investment Analyst
Associate Investment Analyst –Norfolk, VA The Associate Investment Analyst will follow standardized practices/procedures while working on routine assignments. Applies broad theoretical knowledge obtained through education. Supports projects and programs. Primary point of responsibility for the quantitative and qualitative analysis of individual investment opportunities. The Investment Analytics professional collects and analyzes data for the development of investmentforecasting strategies for one or more portfolios and interprets price, yield, stability, or other financial metrics. This role also tracks and reports on current or …
Client Service and Operations Associate
Job Description: Client Service & Operations Associate Company: Innovative Wealth Managers Position Type: Full-Time (Hiring for 2 Openings) Reports To: Senior Partners — Position Summary The Client Service & Operations Associate is a critical support role designed to drive the operational efficiency of the firm. We are looking for an analytical thinker who can manage the “business side” of the practice—utilizing Excel to segment client data and analyze business metrics—while executing the daily “tactical side” of money movement and account …
Be in Business for Yourself, not By Yourself Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful. Job Description Thrivent is a different kind of financial services provider. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking …
Senior Fund Analyst
Senior Fund Analyst Phoenix, AZ – RRA Capital is doing something truly unique in the commercial real estate private equity and credit spaces. Led by industry veterans with more than 115+ years of combined experience, we are rethinking traditional approaches to real estate private credit to deliver truly remarkable returns to our investors. Our mission at RRA is simple: “build something awesome.” We do this through a client-centric philosophy, disciplined investment execution, and a team of innovative and driven professionals. …
Project Analyst
This role is part of a shared services team that supports multiple practices and works on key initiatives. Project Analysts will work in teams playing an active role in all aspects of client engagements. The Project Analyst will assist leading financial services companies (and other corporate entities) develop their business strategies, identify and implement opportunities to generate financial and operational efficiencies, and support all project related deliverables. This includes gathering and analyzing data and information, formulating and testing hypotheses, and …
Staff Accountant
Job Objective: Provide accounting services for select corps/units to include receipting, disbursements, review, reporting and budgeting assistance Essential Functions: Review accounts payable and receipting entries completed by Specialists Process, code and record complex invoices and reimbursement requests File monthly sales tax returns for units as required Prepare and input journal entries following established accounting procedures Perform bank account reconciliations for non-assigned locations Review ledgers associated with related funds and accounts Reconcile balance sheet accounts on a monthly basis Prepare monthly …