Tax Semi-Senior Salary at Evelyn Partners BETA

Job Description Job Description Location: Visalia, CA Financial Controller The ideal candidate will be responsible for ensuring consistent corporate financial strategy through a range of avenues such as managing and allocating accounts, financial statements, and tax data. The candidate will also be the point of contact for banks, auditors, and tax authorities. The ideal candidate will have Paycor experience. Responsibilities The Controller is responsible for all functional aspects of accounting within the organization, including preparing budgets, monitoring and managing financial information, managing the general ledger, preparing written reports, and supervising Accounting staff. Manage day-to-day company accounts Assist with financial planning Oversee Budget forecasting and cash flow management Ensure government compliance in all tasks Qualifications A four-year degree in Accounting or Finance, and a minimum of five years’ experience in fund and nonprofit accounting Solid experience

Job Description Job Description Employment Requisition Form Department: Finance Position to be filled: Per Capita Processor Required Qualifications/Essential Duties: High school diploma or General Education Degree (GED) and one year accounting experience with ADP or similar systems. Certificated 10-key Typing Certificate of a minimum of 45 wpm Receive and process approved new membership certification from Membership Department; Receive and process education deduction forms from Education Department; Receive and process other deduction forms from other departments; Process Percapita Distribution for approximately 600+ Tribal Members using the ADP PCPW System; Ensure the distributions and garnishments are distributed in a timely manner; Prepare, review and reconcile Percapita for transmission to the ADP; Balance Percapita accounts and prepares Percapita journal entries; Manages master Percapita calendars and processing schedules; Assist in the preparation of all government and year end a

RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO: •Greet new customers •Interview customers to obtain information and explain available financial and deposit services, consumer services, and online banking services •Discuss any limits, requirements, or fees associated with an account •Refers prospects and customers to other areas of the bank for additional services •Promote strong customer and client interactions, build relationships, participate in cross-selling, and offer new products and services •Collect initial account deposit and process for customer •Rents safe deposit boxes and assists customers with safe deposit boxes •Maintains customer branch legal files, including MSB accounts •Ensure that all client information is confidential •Order checks and/or debit cards •Comply and stay up to date with applicable laws and regulations through compliance online training •Close CDs, IRAs, and Safe Deposit Boxes •Assist customers to complete consumer loan applications and forwarding appl

Job Description Job Description About the Role: We are seeking an experienced Financial Advisor to help manage our established client base while contributing to our continued growth. This is an exceptional opportunity for an advisor looking to step away from the high-pressure, sales-heavy environments of larger firms and focus on meaningful client relationships. You’ll work directly with our firm’s CEO and experienced support staff to deliver personalized financial guidance, manage investment portfolios, and help clients navigate complex financial landscapes. Key Responsibilities: Manage and grow an existing book of high-net-worth clients Develop personalized financial plans based on clients' goals, risk tolerance, and time horizon Provide guidance on investment management, estate planning, tax strategies, risk management, and retirement planning Conduct regular portfolio reviews and maintain proactive client communication Stay current on market trends, investment strategies, and regul

Are you a process-oriented thinker with experience in international tax compliance? Do phrases like "best practices," "leading edge technology," and "maximum efficiency" peak your interest? Do you enjoy providing international compliance and process improvement advice to U.S and foreign multinational clients that have complex data and transactions to report? If you answered "Yes" to any of these questions, you should consider a career in the national international Compliance & Reporting Services (iCRS) group within Deloitte's International Tax practice. What you'll do As a Tax Senior, you will work within an engagement team and draw on experience in accounting and taxation to provide tax compliance and tax process advisory services to multinational clients. You will transform complex data and analyze complex cross-border transactions using leading edge technology and best practices to meet international tax compliance requirements: + Advise clients on their technology and international

Are you passionate about technology and interested in joining a community of collaborative colleagues who respectfully and courageously seek to challenge the status quo? If so, read on to learn more about an exciting opportunity with Deloitte Technology US (DT - US). We are curious and life-long learners focused on technology and innovation. Recruiting for this role ends on Nov 8, 2024 Work you'll do This role supports audits and assessment programs of the Technology Cyber Security Risk & Compliance team which includes risk management, audits, and assessments for on premises as well as cloud hosted IT applications and infrastructure. This position is specifically responsible for understanding and assessing technology and operational risks related to internal and cloud technology solutions and at times, asked to provide input to DT - US personnel on appropriate controls to address those risks. The position will also work with external and internal auditors, serving as liaison between DT

Job Title: Financial Analyst - Pricing & Tax About the Company: A growing international manufacturer committed to innovation and excellence. As expansion takes place within a global footprint, we are seeking a detail-oriented and analytical Financial Analyst to support pricing strategies and tax compliance efforts. This role will play a key part in optimizing financial performance across multiple markets. Job Summary: The Financial Analyst - Pricing & Tax will be responsible for analyzing product pricing, evaluating cost structures, and ensuring tax compliance across various regions. The ideal candidate will have strong analytical skills, experience in financial modeling, and a solid understanding of tax regulations that impact international manufacturing. Key Responsibilities: Pricing Analysis & Strategy: Develop and maintain pricing models to optimize profitability while remaining competitive in international markets Conduct cost analysis to evaluate the impact of raw materials, labo

Senior Manager - Financial Reporting Oversees the management of personnel, systems, processes and relevant controls to support the financial reporting for the US Deloitte Member Firms and subsidiaries. Recruiting for this role ends on 25th November,2024 Key Relationships: Chief Financial Officer, Chief Accounting Officer, U.S. Firms' Controller, Departmental Leaders within Cash Application, Accounts Payable, Payroll, Tax, Partner Accounting, Business and Enabling Area Controllers, National Operations as well as Information Technology Job Responsibilities: + Manage the multiple processes and personnel to support the global platform which enables the financial reporting of the Deloitte US entities. + Manage financial reporting team that produces consolidated and subsidiary financial statements for US Member Firm including India statutory reporting and reporting to global network. + Collaborate with Treasury team to support quarterly lender compliance communications and debt issuance. + D