- Conduct tax interviews with clients face-to-face and through virtual tools video, phone, chat, email.
- Prepare complete and accurate tax returns
- Generate business growth increase client retention offer additional products services.
- Provide IRS support guidance assistance.
- SUPORT OFFICE PRIORITIES THROUGH TEAMWORK AND COLLABORATION.
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+ Provide administrative support to financial advisors + Develop strong relationships with clients + Work independently at the direction of the financial advisor + Handle various administrative tasks including scheduling appointments and preparing materials for client meetings ...
Picayune $21.38 - $22.71 (USD)1 month ago
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This role may be the right opportunity for you if you are looking for a fulfilling career. As a Branch Office Administrator (BOA), you will team up with financial advisors to help clients achieve their long-term financial goals. · Provide administrative support to a financial adv ...
Gulfport $21.38 - $23.14 (USD)1 month ago
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The Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. As a vital part of our team, you'll provide seamless support to our clients. · Delivering exceptional per ...
Gulfport1 month ago
**Certified Tax Advisor** - Diamondhead - beBeeTaxonomy
Job title: Tax Associate
Description
We are looking for a highly skilled Tax Associate to join our team.
Tax Associate
A Typical Day...
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Branch Office Administrator
Only for registered members Picayune
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Branch Office Administrator
Only for registered members Gulfport
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Branch Office Administrator
Only for registered members Gulfport