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better TAX STAFF - PUBLIC ACCOUNTING
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Burds, Reed & Mercer PC-Dallas, TX, 75204
Dallas/Ft. Worth CPA firm seeks both Entry Level and Experienced Tax Staff for our tax compliance and consulting team. The ideal candidate will have experience preparing a wide variety of tax returns and the ability to use tax research tools. KEY RESPONSIBILITIES · Prepare complex tax returns involving individuals, partnerships and corporations · Research tax issues in connection with return preparation and planning projects · Prepare analyses in connection with individual and corporate tax planning QUALIFICATIONS · Meets requirements to sit for CPA exam · Masters degree awarded or candidat...
Burds, Reed & Mercer PC Jobs
Waddell & Reed, Inc. | Shawnee Mission, KS, 66202 | 2-5
Job Summary: Travel to company field offices and examine the procedures & activities of the office and advisors associated with each office, evaluating them for compliance with applicable company and industry rules and regulations. Responsibilities: · Schedule, plan and do pre-audit preparation for branch office audits. · Interview financial advisors, managers, and administrative assistants regarding office procedures and advisor activities. · Review and research branch office activities including, but not limited to, clients files, mutual fund and 529 transaction details, and correspondenc...
Waddell & Reed | Costa Mesa, CA, 92626 |
At Waddell & Reed, we invest in our financial advisors. As you consider your options, we want you to know that Waddell & Reed not only offers unparalleled opportunity, but we do so with a level of personal support that sets us apart. Responsibilities As a financial advisor, you will provide your clients with comprehensive financial planning and advice to help them effectively pursue their financial goals. - Target prospective clients and market your unique value proposition in your community - Evaluate your client’s financial situation and identify investment objectives through a comprehens...
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