Investment Specialist jobs in Reno, NV

Investment Specialist invests in and sells short-term securities, including commercial paper to meet short-term investment and financing needs. Tracks market rates, sets rates to be paid, and the daily quantity to be sold. Being an Investment Specialist prepares periodic investment reports. Requires a bachelor's degree. Additionally, Investment Specialist typically reports to a manager. Investment Specialist is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Investment Specialist typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Enrolled Agent (EA) Tax Specialist - Trust Services
  • Dunham & Associates Investment Counsel, Inc.
  • Reno, NV FULL_TIME
  • ENROLLED AGENT (EA)

    Dunham Trust Company (DTC) offers a wide range of traditional trust services designed to meet virtually any client need, from custodial accounts and safekeeping of assets, to family trusts, wealth management and investment options. Headquartered in Reno, Nevada, DTC was chartered in 1999. The firm also has executive offices in Las Vegas, Nevada and Loveland, Colorado.

    DTC is looking to hire an Enrolled Agent (EA) Tax Specialist who will manage and coordinate trust tax filings for clients and be responsible for handling a broad range of administrative responsibilities within the tax department.

    Must be willing to work onsite in the downtown Reno office; this is not a work-from-home opportunity.

    Essential Functions: (Primary responsibilities)

    • Work with internal trust operations team and external CPAs to coordinate preparation of tax filings for trust clients;
    • Ensure all deadlines are met in a timely manner;
    • Serve as point of contact for any tax-related matters and inquiries;
    • Review and follow-up on tax-related correspondence and related phone calls from IRS, CPAs, clients, and officers;
    • Ensure all records are accurate and up-to-date;
    • Perform other tasks as requested.

    Education Required:

    • High School diploma required. Associate or Bachelor Degree in accounting, bookkeeping or tax related field or equivalent industry experience preferred.

    Experience Required:

    • EA designaton required;
    • 1-3 years’ experience in a business environment, preferably in CPA/Tax;
    • Experience working with taxes and related filing requirements;
    • Working knowledge of Microsoft Office software mainly in Excel, Word and Outlook;
    • Salesforce or other CRM experience preferred.

    Special Skills Required:

    • Knowledge of tax documents and filing requirements;
    • Understanding of Sharefile or similar secure mailing software;
    • Strong written and oral communication skills;
    • Ability to maintain positive working relationships with staff, internally and externally;
    • Impeccable record-keeping, organizational, and time management skills;
    • Ability to work independently and take initiative.

    Dunham offers a complete benefits package to full-time employees who regularly work more than 30 hours per week. Interns and temporary employees are not eligible for these benefits.

    Health & Welfare

    Medical, Dental & Vision (choices vary by state)
    Life and AD&D Insurance (company paid)
    Short-Term & Long-Term Disability (company paid)
    Long-Term Care Insurance (company paid)
    Flexible Spending Plans (Medical and Dependent Care)
    Employee Assistance Plan (company paid)
    Domestic Partner benefits
    Aflac

    Other Great Benefits!

    401(k) Plan with generous company match
    Employee Stock Purchase Plan
    Paid Time Off (PTO) and Holiday benefits
    Company-Sponsored Events

  • 23 Days Ago

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Enrolled Agent (EA) Tax Specialist - Dunham Trust
  • Dunham & Associates Investment Counsel, Inc.
  • Reno, NV FULL_TIME
  • ENROLLED AGENT (EA)Dunham Trust Company (DTC) offers a wide range of traditional trust services designed to meet virtually any client need, from custodial accounts and safekeeping of assets, to family...
  • 27 Days Ago

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Controls Specialist
  • John Zink Hamworthy Combustion
  • Reno, NV FULL_TIME
  • John Zink is looking for a Controls Specialist based in the U.S. This is a remote position traveling across the U.S. and Canada This role is not eligible for visa sponsorship What You Will Do In Your ...
  • 18 Days Ago

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Technology Specialist
  • Greater Nevada Credit Union
  • Reno, NV FULL_TIME
  • Overview Greater Nevada Credit Union is looking for a dedicated team player with a passion for Helping More People Live Greater! About The Position: The Technology Specialist is primarily responsible ...
  • 19 Days Ago

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Maintenance Specialist
  • RIBUS
  • Sparks, NV OTHER
  • Who We Are: RIBUS’ mission is to be the best supplier of high quality specialty ingredients for food, beverage and dietary supplement manufacturers. RIBUS utilizes food grade manufacturing plants in t...
  • 19 Days Ago

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ABA Specialist
  • Steps
  • Reno, NV FULL_TIME
  • Your search stops here joining our amazing autism treatment team offering behavior therapy to those on the autism spectrum. As our company grows we are looking to hire a Registered Behavior Technician...
  • 19 Days Ago

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0 Investment Specialist jobs found in Reno, NV area

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Clinical Specialist, CRM - Reno, NV
  • Abbott
  • Reno, NV
  • Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
  • 3/28/2024 12:00:00 AM

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Logistics Coordinator
  • Johnson Service Group
  • Reno, NV
  • Job Description Job Description JSG is interested in speaking with positive/resourceful candidates with excellent custom...
  • 3/28/2024 12:00:00 AM

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Relationship Banker
  • Bank of America
  • Truckee, CA
  • Relationship Banker Truckee, California **Job Description:** At Bank of America, we are guided by a common purpose to he...
  • 3/27/2024 12:00:00 AM

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Branch Operations Specialist
  • Greater Nevada Credit Union
  • Reno, NV
  • Overview: Greater Nevada Credit Union is looking for a dedicated team player with a passion for Helping More People Live...
  • 3/27/2024 12:00:00 AM

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Senior Premier Relationship Manager (Licensed)- Reno/South Lake Tahoe
  • BMO Financial Group
  • Reno, NV
  • As a Licensed Premier Relationship Manager at BMO Harris Bank, you will: + Enjoy the autonomy to proactively manage and ...
  • 3/26/2024 12:00:00 AM

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Capture Manager - Remote
  • Amentum
  • Carson City, NV
  • Job Description **Purpose and Scope:** The Capture Manager Logistics and Supply Chain is accountable for growth and resp...
  • 3/26/2024 12:00:00 AM

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Senior Marketing Manager
  • ITS Logistics
  • Reno, NV
  • About ITS Logistics Are you ready to unleash your potential and be a part of one of the fastest growing, exciting, logis...
  • 3/25/2024 12:00:00 AM

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Senior Commercial Refrigeration Service Technician
  • CoolSys
  • Reno, NV
  • Overview: With over 150 years of experience, CoolSys is the market-leading indoor environment solutions company. Our ful...
  • 3/20/2024 12:00:00 AM

Reno (/ˈriːnoʊ/ REE-noh) is a city in the U.S. state of Nevada, located in the northwestern part of the state, approximately 22 miles (35 km) from Lake Tahoe. Known as "The Biggest Little City in the World", Reno is known for its casino industry. It is the county seat of Washoe County. The city sits in a high desert at the foot of the Sierra Nevada and its downtown area (along with Sparks) occupies a valley informally known as the Truckee Meadows. The city is named after Union Major General Jesse L. Reno, who was killed in action at the Battle of South Mountain on Fox's Gap. Reno, with an esti...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$107,088 to $181,037
Reno, Nevada area prices
were up 2.5% from a year ago

Investment Specialist in Salem, OR
The UK stock market’s mix of domestically-focused and multinational companies provides compelling long-term investment opportunities, allowing investors to build strong and internationally diversified portfolios—while benefiting from the high corporate governance and regulatory standards that are a key attraction of any UK investment.
November 27, 2019
The role is to communicate with investors and act as a stand in for the Portfolio Manager - since they are busy with the investment side.
January 02, 2020
Investment Specialist in Reno, NV
Identify customers ‘ investment needs by basic financial planning modules.
February 16, 2020
Investment Specialist in Portsmouth, NH
UNCDF is structured around on-balance-sheet de-risking investments and off-balance-sheet third party managed funds, for which UNCDF sources pipeline aligned with the SDGs, particularly in Least Developed Countries.
January 15, 2020