Jobs near Saginaw: 469
RS
Relevance Score ranked on: ADVISOR
Block Advisors Tax Advisor
Saginaw
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 retent...
Search Terms: Advisor, Tax, Client Relations, Accounting, Banking
87.9
5.4mi
Updated: December 29
Block Advisors Tax Advisor
Bay City
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 retent...
Search Terms: Advisor, Tax, Client Relations, Accounting, Banking
82.9
9.2mi
Updated: November 18
Block Advisor Tax Associate
Saginaw
Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email. Prepare complete and accurate tax returns. Generate business growth, increase client retention, and offer additional products and services. Provide clients with IRS support. Support office prioriti...
Search Terms: Tax, Associate, Advisor, Accounting, Support
81.8
5.4mi
Updated: December 29
Block Advisor Tax Associate
Bay City
Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email. Prepare complete and accurate tax returns. Generate business growth, increase client retention, and offer additional products and services. Provide clients with IRS support. Support office prioriti...
Search Terms: Tax, Associate, Advisor, Accounting, Support
80.8
9.2mi
Updated: December 29
Philanthropic Advisor (Planned Giving Officer) (Michigan)
Saginaw
The Philanthropic Advisor will be responsible for strategically building, cultivating, stewarding, soliciting, and managing a portfolio of planned giving for current donors and prospects. This role involves developing long-term relationships with high-value donors, high-wealth prospects, and high-val...
Search Terms: Officer, Advisor, Healthcare, Business Services, Portfolio
80.2
5.4mi
Updated: December 16
Block Advisors Associate Team Leader
Saginaw
Support the Multi-Unit Team Leader, serving as onsite point of contact for tax office associates and clients, ensuring quality and consistent execution that will allow us to promote the value of H&R Block. Execute and hold all tax office associates accountable to Service Standards execution and clien...
Search Terms: Team Leader, Leader, Team Lead, Associate, Advisor
78.9
5.4mi
Updated: December 12
Block Advisors Tax Preparer Assistant
Saginaw
Begin the tax return by entering client and W-2 information into the tax program. Assist with the closing of the interview by assembling the tax return, obtaining required signatures, reviewing the finished product with the client, and completing bookkeeping procedures. Ensure all H&R Block clients a...
Search Terms: Tax Preparer, Advisor, Tax, Assistant, Accounting
78
5.4mi
Updated: November 25
Block Advisors Multi-Unit Team Leader 2
Saginaw
Manage office staffing, operations, and logistics for multiple offices with support from Associate Team Leaders. Build an engaging team environment across all offices by training and coaching associates while holding them accountable to execute on Service Standards and recognizing outstanding associa...
Search Terms: Team Leader, Leader, Team Lead, Advisor, Office Associate
77.9
5.4mi
Updated: November 20
J.P. Morgan Wealth Management - Private Client Advisor - Saginaw, MI and Surrounding areas
Saginaw
At J. P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform ...
Search Terms: Client Advisor, Management, Wealth, Advisor, Financial Planning
75.7
5.4mi
Updated: November 20
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