CSI GROUP Jobs in United States

The Seasonal Member Services Representative plays a key role in delivering an exceptional experience for the middle-class families we serve during our busiest time of year. · Support members with tax and financial-service inquiries. · Resolve issues efficiently. · ...

CSI Group - Where Our People, Our Purpose, and Our Future Meet · About CSI Group · CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax ...

Join CSI Group - A Thriving Career Awaits You · About CSI Group · CSI Group is a leading financial services firm transforming how America's middle class experiences financial securit. We enrich lives and legacies by providing personalized financial planning, tax, and estate solut ...

Job Description: · Serve as a liaison between tenants and property management. · Handle accounting tasks such as reconciliations, invoicing, and expense tracking. · Maintain accurate records of financial transactions related to real estate portfolio. · This is an opportunity to c ...

Join CSI Group - A Thriving Career Awaits You · About CSI Group · CSI Group is a leading financial services firm transforming how America's middle class experiences financial securit. We enrich lives and legacies by providing personalized financial planning, tax, and estate solut ...

About CSI Group · CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to a ...

Senior Accountant Business Services Specialist · CSI Group seeks an experienced Senior Accountant to oversee comprehensive tax preparation & compliance services for our clients. · Tax Preparation & Compliance Leadership: · Lead complete tax processing lifecycle including accurate ...

We are seeking a motivated and enthusiastic Marketing Associate with 1 plus years of previous marketing experience to join our growing firm. · Minimum 1 plus years of experience in agency account services role (preferred) or client-side marketing role · Bachelor's degree (market ...

The Property Operations & Accounting Coordinator supports the day-to-day operational and administrative needs of the company's real estate portfolio. · ...

Join CSI Group – A Thriving Career Awaits You CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. · ...

Servicing Financial Advisor · CSI Group Advisors aims to simplify financial security for America's middle class by providing personalized guidance across investments, insurance, financial planning, · and retirement strategies. · The Servicing Financial Advisor plays a crucial rol ...

Join CSI Group - A Thriving Career Awaits You · About CSI Group · CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solu ...

We are seeking a highly organized and discreet Executive Assistant to support our growing global organization. · ...

+CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. · +Ideal candidate would have experience using Charles Schwab, LPL – ClientWorks. · Active and clean General Securities license (Series 7) and Life/Health Insur ...

Join CSI Group A Thriving Career Awaits You · CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower ...

The Property Operations & Accounting Coordinator supports the day-to-day operational and administrative needs of the company's real estate portfolio.This role serves as a key liaison between tenants, ownership, property management, and external vendors while also supporting basic ...

The Head of Corporate Finance plays a critical leadership role in ensuring CSI Group's financial foundation is strong, disciplined, and scalable.This role exists to provide operational reliability, financial clarity, and forward-looking insight that enables rapid growth while mai ...

Job Summary · The Accountant - Business Services Specialist plays a critical role in managing and coordinating tax-related activities for business clients. · <ul style= ...

The Tax Preparer will support our high-volume tax season from January through the end of April. · This per diem role is critical to ensuring accurate, · compliant, · and timely preparation · & review of both individual & small business tax returns—delivering an exceptional experi ...

The Member Services Representative will provide exceptional customer service to members by answering inquiries, resolving issues, and offering assistance related to tax and financial services. · High school diploma or equivalent; an Associate or Bachelor's degree in finance, acco ...