Focus on tax planning and advisory services for real estate investors and small business owners.
Provide technical input on tax and accounting issues and research tax solutions.
Nurture client relationships by delivering promised results and meeting deadlines.
They are a 100% virtual CPA firm, with their team located across the United States, serving Real Estate Investors, Syndicates, and Fund Managers. They are innovators of tax services and firm culture with work-life integration, using the best technology and automation on the market.
Forbes Advisor helps readers turn their aspirations into reality by providing trusted advice and guidance for informed decision-making. They are an experienced team of industry experts across Content, SEO, Business Intelligence, and other areas.
Support existing clients and their Sale Tax Accountants.
Update and test tax collection settings on sales platforms.
TaxValet is a company that transforms negative emotions into something positive for its clients, partners, and each other by eliminating the hassle and stress of sales tax. They are a fast-growing, fully remote, financially stable, and profitable business with an awesome team of around 100 teammates.
Build a strong client base with the credit union’s referral system.
Find new clients via the credit union’s member base.
TruStage partners with LPL Financial to offer financial services to credit union clients, helping members in every stage of their financial life. The Investment Program at TruStage supports the local community.
Have conversations with individuals, families, or business owners about their financial goals.
Help create a game plan or roadmap to help them achieve their short-term and long-term financial goals.
Provide financial solutions, products, and services, including retirement planning, wealth accumulation, and investments.
Morrison Family Financial, a GFI Affiliate, strives to put the needs of families in the forefront of every decision made. They believe in taking an educational approach to finances and deliver expertise to people from all backgrounds, partnering with Fortune 500 companies.
Serve as a negotiator and business partner, creating solutions that meet both Experian's business objectives and client compliance needs.
Ensure all contracts align with Experian policies, business practices, and regulatory requirements.
Collaborate with cross-functional teams including information security, compliance (internal and regulatory), sales, product marketing, legal, and finance to move deals to completion within tight timelines.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries and corporate headquarters in Dublin, Ireland.
Use financial analysis, modeling, and advisory experience to evaluate AI content.
Provide feedback to help AI understand financial concepts.
Work independently on a flexible schedule with no minimum hour requirement.
Handshake is connecting students and employers. Through Handshake, finance professionals help AI to better understand financial concepts, quantitative reasoning, industry terminology, and professional communication.
Responsible for evaluating sales opportunities and presenting Coface services to potential customers.
Developing a thorough understanding of key clients’ needs and requirements and preparing customized solutions.
Working closely with internal and external stakeholders to achieve high standards of customer service and satisfaction.
Coface helps companies navigate through uncertainty by empowering them to make the right decisions and trade smarter in a complex world. They have 5,200 experts representing 80+ nationalities in 58 countries and offer a full range of solutions.
Prepare tax returns and deliver personalized video consultations to customers.
Own the end-to-end client experience—supporting document collection and promptly responding to questions.
Collaborate with peers and leadership to improve workflows and processes.
April is the only embedded, year-round tax platform built to power smarter financial decisions. They bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift.
Build and nurture strategic partnerships with Financial Services marketers across North America.
Develop long-term consultative relationships with Financial Services clients to ensure revenue retention and identify opportunities for upsells.
Be a trusted advisor and expert to clients, providing expertise on trends, challenges, and opportunities within the Financial Services landscape.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries, focusing on people agenda like DEI, work/life balance, and rewarding.
Partner with Sales, KYC Operations, Legal and Client Experience teams to ensure a seamless client onboarding process.
Ensure integrity of the sales pipeline, timely completion of client-specific contracts, and attentive client care.
Become familiar with new account opening requirements, verifying information, and coordinating necessary approvals.
Anchorage Digital is building the world’s most advanced digital asset platform for institutions to participate in crypto, offering custody, staking, and trading services. They are a diverse team of more than 600 members with offices in multiple locations and are funded by leading institutions.
Provide underwriting support and guidance on real estate transactions and title insurance matters.
Establish and maintain relationships with customers to enhance business development efforts.
Deliver educational presentations at seminars and webinars.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates, and this shortlist is then shared directly with the hiring company for the final decision and next steps.
Call high-net-worth leads to qualify and schedule face-to-face appointments.
Meet with prospective clients to gather new clients and assets for the firm.
Focus on acquisition and direct consultative selling to close business.
Fisher Investments is a global investment management firm. They distinguish themselves by putting clients first, providing unmatched service, and taking a personalised approach to investing.
Provide high quality support to clients, ensuring contractual obligations and maintaining customer satisfaction.
Implement new customers, including analyzing setup needs, testing, and training.
Troubleshoot software and implementation issues and providing guidance as needed, completing support cases for clients.
Medisolution, a wholly-owned subsidiary of N. Harris Computer Corporation, provides ERP software, solutions, and services to healthcare and service sector customers across North America. Almost 375 healthcare, public, and service sector organizations rely on them. They have a casual work environment, award winning culture and empower their employees to make a difference.
Ensure acquisitions are processed to get properties on market quickly.
Act as a dedicated representative to customers throughout the settlement process.
Review and enter contracts/settlement statements into our CRM properly.
House Buyers of America helps homeowners sell with confidence through a simple, transparent, and hassle-free process. Founded in 2001 and operating in 44 states, the company blends decades of real estate expertise with technology-driven operations to deliver speed, certainty, and consistent outcomes.
Provide insights to drive decision making based on financial data.
Partner with the business to ensure financial health and unlock sustainable growth.
Take ownership of reporting and analysis while driving cross-functional collaboration across the company.
n8n is the open workflow orchestration platform built for the new era of AI, giving technical teams the freedom of code with the speed of no-code. They have a diverse team of over 220, working across Europe and the US, connected by a shared builder spirit and with their centre of gravity in Berlin.
Tax planning and preparation for high-net-worth individuals.
Ensuring compliance with all federal and state filing requirements.
Acting as a resource to business management teams for tax planning.
Focus Partners Wealth provides wealth, asset, and business management resources. Their team works collectively to deliver personalized wealth planning strategies across local communities.
Review written communication to ensure client compliance with FINRA requirements and prevent non-compliant actions.
Review user transaction documents per supervising attorneys' guidelines and support legal and compliance issues.
Assist in conducting compliance Due Diligence- and KYC/AML- related tasks.
Finalis is the leading platform enabling the securities brokerage landscape to operate legally and compliantly. Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest dealmaking platform. They deliver a white-labeled regulatory affiliation and compliance back-office solution. With Finalists from different countries and cultures, they encourage our team members to develop their soft skills, boosting their ability to adapt themselves to different backgrounds.
Assist with budgeting, forecasting, and cash flow modeling.
Provide technical accounting assistance to clients and internal engagement teams.
Wipfli is a company where people count and strives to create exceptional impact and extraordinary results. They are focused on relationships and encourages each individual to follow their own path, offering a career-defining opportunity.