Practice Administrator jobs in Cedar Rapids, IA
Recently Added Practice Administrator jobs
Tax Planning Advisor
- Transcend Practice Management
-
Rapids, IA
FULL_TIME
-
Tax Planning Advisor
Location: Cedar Rapids, IA (Full-time in office)
Compensation: $110,000 - $130,000, based on experience
We are a Cedar Rapids-based wealth management firm. Our culture of care and accountability help us champion our clients’ futures. We pride ourselves on our client-centric approach, employing a combination of investment management, retirement planning, and legacy wealth strategies to craft truly individualized financial plans. Our culture is built upon unwavering integrity, positivity, and a sincere appreciation of shared success, both in how we serve our clients and how we work together as a team.
We are excited to announce a new opportunity for an experienced Tax Planning Advisor to our practice. As part of a larger team, we would combine our experience, sound judgment, and highly personalized service with yours to provide a world class experience for our valued clients. Together we would build and enrich client relationships while upholding our firm’s values and commitment to client service.
In your new role, you can expect to:- Assist in the integrated tax and wealth management of clients’ assets, including investment, estate, financial, tax, and philanthropic needs.
- Oversee tax planning for a designated client base.
- Understand and apply the benefits of an integrated tax planning software with the SFS client service model.
- Enhance the integration of various disciplines within the wealth management platform (tax, estate, charitable, investment, risk mitigation, and financial).
- Comprehend the philosophy and mechanics of the investment strategy.
- Review cases and set up, prepare, and implement action steps for client reviews in conjunction with colleagues.
- Maintain and enhance client service levels as part of a larger service team.
- Participate in designing new prospective cases.
- Monitor tax, philanthropic, and planning issues as they arise.
- Provide candid feedback for firm growth decisions, drawing from your experience.
- Business development, relative to identifying and onboarding new wealth management clients.
- Serve as a primary tax resource for a specific segment of clients, providing individual and collaborative client service.
- Review estate plan documents, tax situations, and other financial planning topics.
- Engage in year-round tax compliance reviews and planning.
- Oversee and partner with targeted clients to review and evaluate tax returns and compliance for assigned clients.
- Ensure timely completion of tax-related research, data gathering, and presentation materials.
- Present components of comprehensive financial plans to clients.
- Manage scheduled client contact, including preparation, agenda setting, and follow-up.
- Collaborate with the investment team to manage tax issues in client portfolios.
- Act as an internal expert on tax planning, compliance, and administration.
- Monitor and review client quarterly tax estimates and provide custom recommendations.
- Bachelor’s degree in math, finance, accounting, or business preferred
- 5 years of experience in the industry
- 3 years of experience in financial or accounting services
- Series 7, 66 and Life and Health license are preferred (or obtained in within 12 months)
- CPA designation preferred
- Holistiplan experience preferred
- Experience in client-focused planning activities in the high-net-worth space is desirable.
- Professionalism and the ability to thrive under pressure
- Excellent oral and written communication skills
- Attention to detail
- Strong problem-solving and critical-thinking skills
- Positive attitude and enthusiasm
- Confidence and adaptability
- Flexible in embracing change
- Drive to help clients and co-workers
- Willingness to learn
- 1 Month Ago
Administrator
- Johnson County Interfaith Coalition
-
Coralville, IA
PART_TIME
- *Overview* We are seeking a dynamic Administrator to join our team. The ideal candidate will be organized, detail-oriented, and able to handle multiple tasks efficiently. *Responsibilities* - Manage p...
- 2 Days Ago
Administrator
- Harmony Dubuque
-
Dubuque, IA
FULL_TIME
- Are you looking for a rewarding career in Skilled Nursing? We are currently searching for an Administrator to join our friendly, caring and supportive team! Harmony Dubuque is rapidly growing and our ...
- 4 Days Ago
Administrator
- Manor House Care Center
-
Sigourney, IA
FULL_TIME
- Are you looking for a rewarding career in Skilled Nursing? We are currently searching for an Administrator to join our friendly, caring and supportive team! Manor House Care Center is rapidly growing ...
- 4 Days Ago
Family Nurse Practitioner
- Historic Bluffs Family Practice Clinic
-
Dubuque, IA
FULL_TIME
- OverviewWe are seeking a dedicated and compassionate Family Nurse Practitioner (FNP) to join our healthcare team. The FNP will play a vital role in providing comprehensive care to patients across all ...
- 14 Days Ago
Test Administrator
- U.S. Military Entrance Processing Command
-
Rapids, IA
OTHER
- About the Position: Administers written or computer based Armed Services Vocational Aptitude Battery (ASVAB) Enlistment Tests at Military Entrance Processing Station (MEPS) or other remote testing sit...
- 5 Days Ago
Filters
- Current Active Filter
- Cedar Rapids, IA
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 Practice Administrator jobs found in Cedar Rapids, IA area
Dental Assistant - Clinic Administration
- The University of Iowa
-
Iowa City, IA
- Come join our team at the College of Dentistry's Clinic Administration as a Dental Assistant! Work alongside dentists, d...
- 12/15/2024 12:00:00 AM
Senior Dental Assistant - Clinic Administration, College of Dentistry
- University of Iowa
-
Iowa City, IA
- Come join Clinic Administration at the University of Iowa College of Dentistry as a Senior Dental Assistant. Work in a s...
- 12/15/2024 12:00:00 AM
On-Demand: Guest Advocate, General Merchandise, Fulfillment, Food and Beverage, Style
- Target
-
Cedar Rapids, IA
- Starting Hourly Rate / Salario por Hora Inicial: $15.50 USD per hour ALL ABOUT TARGET Working at Target means helping al...
- 12/15/2024 12:00:00 AM
Advancement Administrative Associate, Main Campus Development
- University of Iowa Foundation
-
Iowa City, IA
- The Advancement Associate provides administrative support to the Associate Vice President for Main Campus Development, t...
- 12/14/2024 12:00:00 AM
Jefferson -Tier I SEBH Leader
- Cedar Rapids Community School District
-
Cedar Rapids, IA
- Jefferson -Tier I SEBH Leader JobID: 13473 + Position Type: Teacher Leadership/ Teacher Leadership + Date Posted: 10/6/2...
- 12/14/2024 12:00:00 AM
Pharmacy Prior Authorization Revenue Cycle Representative (Hybrid) Offsite Integrated Pharmacy Services Center Campus
- The University of Iowa
-
Iowa City, IA
- The Department of Pharmaceutical Care is seeking a full-time Prior Authorization Revenue Cycle Representative to join ou...
- 12/13/2024 12:00:00 AM
Building Leadership Member (BLT) - Pierce
- Cedar Rapids Community School District
-
Cedar Rapids, IA
- Building Leadership Member (BLT) - Pierce JobID: 13378 + Position Type: Teacher Leadership/ Teacher Leadership + Date Po...
- 12/13/2024 12:00:00 AM
Substitute Nurse
- Cedar Rapids Community School District
-
Cedar Rapids, IA
- Substitute Nurse JobID: 13501 + Position Type: Substitute/ Substitute Teacher + Date Posted: 10/15/2024 + Location: Vari...
- 12/13/2024 12:00:00 AM
About Cedar Rapids, Iowa
The city is divided into four quadrants, used in addressing. 1st Avenue (U.S. Route 151 Business) divides the north and south sides of the city, and the Cedar River divides east and west. Mays Island, in the middle of the river, is the only area of the city where addresses have no quadrant. Areas outside the city limits that have a Cedar Rapids mailing address do not use the quadrants either.
Except in the downtown area, 1st Avenue and the Cedar River tend to run diagonally instead of along the cardinal directions. Due to the curving of 1st Avenue, there are some areas in western Cedar Rapids ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Practice Administrator jobs
$82,158 to $105,794
Cedar Rapids, Iowa area prices
were up 0.8% from a year ago
were up 0.8% from a year ago
What does a Practice Administrator do?
Practice Administrator in San Francisco, CA
Assist the emergency physician leadership team to track finances, quality initiatives, financial incentives, and assemble reports for presentations.
January 21, 2023
Practice Administrator
Demonstrated leadership ability and exceptional organizational, interpersonal and communication skills, with the ability to perform well in stressful situations.
December 13, 2022
Manages human resources functions including interviewing, training, counseling, evaluation, disciplining and terminating in conformance with organizational policies and procedures.
January 11, 2023
Prepares monthly and quarterly quality assurance reports for code capture accuracy and completeness, in an accurate and timely manner.
February 04, 2023
Maintains a consistent focus on the patient experience including immediately addressing customer service issues and enhancing office work flow to improve the overall patient experience.
February 13, 2023
Works with front line staff to ensure each employee understands their job descriptions, the desired results associated with their work, and the resources available to ensure compliance, efficiency, and patient satisfaction.
April 08, 2023