Senior Tax Advisor - Greenville, South Carolina, United States

Private Wealth Advisor · About Mariner Finance · We are a national financial services firm with in-house expertise covering tax, estate, trust, insurance and investment banking. · Our wealth advisors provide comprehensive advice to high net worth clients creating unified wealth p ...

About Us · Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so ...

At Meilinger CPA Advisors to the 1%, we provide exceptional accounting, tax, and advisory services with white-glove client care. Our mission is to deliver world-class financial expertise while protecting our team's time and balance. · Key Responsibilities: · : · Monitor and manag ...

A leading national wealth management firm is seeking an experienced Wealth Advisor to deliver comprehensive, personalised financial advice to high-net-worth clients. · ...

The Enrolled Agent is a trusted tax strategist and planning partner within the firm, responsible for delivering proactive, high-impact tax planning for high-net-worth individuals and families. · ...

The Enrolled Agent is a trusted tax strategist and planning partner within the firm, · responsible for delivering proactive, high-impact tax planning for high-net-worth individuals and families. · This role integrates advanced tax analysis, investment-related tax strategy, and ri ...

+Job summary · We are currently looking for a new financial advisor to join our entry-level ranks.+ResponsibilitiesCustomize financial plans for each client based on his or her professional/work circumstances... · ...

The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client's goals, offering reliable support through change, growth, and opportunity.Manage tax complian ...

The Client Success Associate (CSA) is an integral part of the Blueprint, ensuring that all client success operations run smoothly and efficiently. · This role embodies our core values—intentional, inspirational, disciplined, accountable, results-oriented, and transparent—by execu ...

+Job summary · Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.Planning Experience · Asset & Income Protection · Education Funding · Investment & Advi ...

The Sales Appointment Setter plays a critical role in supporting firm growth by managing prospect outreach, · scheduling qualified appointments and maintaining advisors calendars at or above required activity levels. · ...

A financial services company in Greenville is seeking a professional candidate to join their team as an Operations Specialist. The ideal candidate will be eager to learn and have excellent customer service and communication skills. · ...

Want to learn more about this role and Jobot? Click our Jobot logo and follow · our LinkedIn page · Job details: · SC boutique real estate and estate planning firm · This Jobot Job is hosted by: Mallory Schreiner · Are you a fit? Easy Apply now by clicking the "Easy Apply" button ...

Draft and review estate planning documents, advise clients on estate, gift and income tax planning strategies. · Draft and review estate planning documents. · Advise clients on estate, gift and income tax planning strategies. · ...

Description · Responsibilities · Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients · Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutio ...

We are a Personal CFO and Wealth Coaching firm integrating Taxes, Investments, Insurance, and Estate Planning. We're seeking a highly skilled Enrolled Agent (EA) or CPA who is ready to step beyond routine tax prep into integrated wealth defense. · Protect clients from costly tax ...

We currently have an opening in our Greenville office for a Director of Finance. · ...

We are seeking a motivated administrative professional to manage internal financial processes as a Client Accounts Coordinator. This role is client-facing and requires confidence working with accounting tools and systems. · Manage and execute the full client billing lifecycle wit ...

· Full-time · Description · Arthur State Bank is seeking an experienced Trust Officer to administer trust and fiduciary relationships while delivering high-quality, personalized service consistent with our community-banking values. This role serves as the primary client contact ...

The Client Relations Coordinator ensures continuity of communication and protects the client experience throughout each service cycle. · Coordinating schedules and managing workflow · Preparing and organizing client records · Handling correspondence with discretion and accuracy · ...