- Provide licensed tax advice to participants.
- Educate participants using clear explanations.
- Maintain documentation within Salesforce and align with protocols.
Jobs ranked by similarity.
Vaco, LLC is a company that respects privacy and is committed to providing a transparent notice of their Notice at Collection and Privacy Policy for California Residents. Vaco is an Equal Opportunity Employer.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance. They serve over 31,300 families in more than 90 cities across the U.S. and are committed to diversity with a flexible work environment.
Teamshares buys small businesses from retiring business owners, having acquired over 100 businesses across 30+ states. It's a young and dynamic company that is growing fast, focused on being comprehensive and fair while providing fast reviews.
MGO is a top CPA and advisory firm with 600+ professionals working remotely and in offices throughout the U.S. and India. They address local needs and fuel global ambitions of clients in 97 countries through digital tools, and are proud to be a “Best Place to Work”.
BPM is a company where caring and community is in their DNA, and they are always striving to be their best selves. Their shared entrepreneurial spirit drives them to see and do things differently and their passion for people makes BPM a place where everyone feels welcome.
They are a 100% virtual CPA firm serving Real Estate Investors, Syndicates, and Fund Managers. Their team has a passion for real estate and is on a mission to change the accounting industry by creating the premier people-first firm where strong and talented team members will thrive.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance, all managed by a single team. They serve over 31,300 families across the U.S. with a commitment to diversity and flexible working arrangements.
BPM is a company where caring and community is in their DNA. They are always striving to be their best selves and are compelled to ask the questions that lead to innovation.
Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. They make it possible for businesses of all sizes to recruit, pay, and manage international teams; their team works tirelessly on ambitious problems, asynchronously, around the world.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. They operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more industry segments. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries.
Carry helps customers grow wealth through smart strategies, tax-advantaged investing, and personalized planning. They are a small, focused team building real products that help people gain control of their finances, valuing high ownership and fast iteration.