Credit Advisor Salary at Asei BETA

Position Summary: Staff are entry-level employees who are interested in pursuing a career in professional services, in the fields of audit, tax or consulting. During this time, the Staff needs to focus on developing skills, building their technical skill base, understanding and executing diligent client service, and getting oriented to the Firms practices, policies, and culture. Work is performed under close supervision. Responsibilities increase with demonstrated skill. Tasks: Proactively demonstrates a willingness to learn and attain greater knowledge on a continual basis; looks to build technical skill base Grasps concepts quickly and demonstrates knowledge of basic technical skills, as well as related knowledge of necessary systems and procedures Makes well-thought-out decisions and considers all facts prior to making final conclusions Asks appropriate questions and requests supervision when in need of assistance Follow regulations and professional ethics standards bodies appropria

As a Tax Senior Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Manager oversees client relationships and acts as a liaison between internal staff and internal leaders to ensure high-quality work is conducted and delivered to our clients. Job Description Tax Strategy and Engagement Oversight Develop and implement comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities Analyze complex tax scenarios, including mergers, acquisitions, and other strategic transactions, to provide optimal solutions Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards Monitor engagement progress, budgets, and timelines, make adjustments

As a Tax Senior Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Accountant maintains client relationships and oversees the work of internal staff and works closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients. Tax Preparation Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.) Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives Research and Analysis Conduct thorough tax research and analysis

Position Summary: THE FOCUS IS YOU: As an Enterprise Manager, you will be in a position of full responsibility for directing engagements and special assignments and have the enhanced capability of supervising several engagements simultaneously. The Manager oversees the performance of client service and all related activity. The Manager can perform all tasks related to client service and sees that assignments are accomplished by the engagement team within the budgeted time. This role takes on responsibility for the professional and technical development of the staff through on-the-job-interaction and leading in-house training. Additionally, the Manager has begun to develop a list of potential referral sources to bring new business to the firm and is involved in community activities for the purposes of business development and cross selling the firms services. The manager should be developing expertise in one or more specific industry areas. WHAT YOU WILL DO Tax Strategy and Engagement O

Position Summary: THE FOCUS IS YOU: We are looking to add an Audit Senior Staff Accountant to help lead and guide our clients, in addition to support our internal leaders with the on-going growth in our Farmington Hills office & Great Lakes Region. As an Audit Senior Staff Accountant, you will be responsible for performing the necessary procedures involved in planning and executing attestation engagements for clients in accordance with the applicable accounting standards. The Audit Senior Staff Accountant serves to work closely with clients and internal leaders, to ensure high-quality work is conducted and delivered to our clients, while given the opportunity to experience more complex areas of engagements and work on the development of supervisory skills necessary to prepare for the Senior level. WHAT YOU WILL DO Regular duties include (but are not limited to): Perform and assist with audits, reviews and compilations for clients in various industries Prepare and analyze financial stat

Job Description Job Description We are looking for an experienced tax preparer to join our company. You’ll work closely with our clients and calculate their taxes including returns, liabilities, deductions, and expenses. You’ll review the accuracy of data on tax forms based on all tax rules and regulations. To succeed in this role, it’s important to have advanced mathematical skills and the ability to analyze complex data. If you have relevant experience and want to join our team, we’d like to hear from you. Responsibilities Calculate tax payments Estimate tax returns, deductibles, liabilities, and expenses Prepare quarterly and annual reports Collect data from income statements and expense documents Complete clients’ tax documentation Review data on reports and detect possible errors Answer tax- and finance-related questions Research new tax trends and regulations Advise individuals and companies on tax strategies Ensure compliance with government tax rules Requirements and skills Exp

Location: United States, Michigan, Southfield Make your mark. Our internal firm services team focuses on the firm's critical business needs. From marketing to internal accounting and everything in between, our integrated solution approach is designed to help enable and manage growth, leverage resources, and optimize firm operations. At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and seek new opportunities. Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day. Your role. Your work will include, but not be limited to: Participate in internal tax engagements from the beginning to co

Description The Senior Credit Analyst provides support to the commercial loan department by analyzing individual/business financial information and industry data in preparation of loan approval recommendation documents and maintaining the commercial portfolio risks. Essential Duties: + Performs preparation of complex loan evaluation + Oversees loan risk ratings + Maintains the Commercial Lending Inbox and financial statement tracker + Performs credit analysis + Orders business and consumer credit reports, UCC filing reports, and other third party services + Ensures compliance with applicable federal, state, and local laws and regulations + Completes special projects according to the needs of the department Requirements: + Associate's degree preferred + Minimum of five years experience of commercial lending credit analysis + Minimum of five years of banking knowledge including policies, regulations, and transactions + Ability to effectively lead a team to meet project goals + Ability to