Top 574 Tax associate Jobs in Lisle Il

Associate Trader
Advyzon —Lisle, IL
- $50,000 - $60,000 a year
- Full-time
- Hybrid work
- Basic math
- Research
- Office
- On-the-job training
Quick Apply
Emerging Companies & Venture Capital Attorney (Senior Associate)- Hybrid (191/c)
Denovo Review —Chicago, IL
- Full-time
- 5 years
- Writing skills
- Analysis skills
- Disability insurance
Quick Apply
Tax Associate – In-Store
Intuit —Downers Grove, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
9d
Tax Associate – TurboTax Store
Intuit —Downers Grove, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
9d
Tax Support Associate – Retail
Intuit —Oak Brook, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
9d
Emerging Companies and Venture Capital Associate - Hybrid (192/c)
Denovo Review —Chicago, IL
- Full-time
- 5 years
- Senior level
- Communication skills
Quick Apply
Tax Associate – TurboTax Store
Intuit —Naperville, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
9d
Tax Associate – In-Store
Intuit —Oak Brook, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
9d
Tax Support Associate – Retail
Intuit —Joliet, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
9d
Japanese Bilingual Payroll & Tax Associate - Schaumburg, IL#12966
Actus Consulting Group,Inc —Schaumburg, IL
- $50,000 - $60,000 a year
- Full-time
- Background check
- Bachelor's degree
- Accounting
- Health insurance
- Dental insurance
Quick Apply
8d
Financial Advisor
Edward Jones —Glen Ellyn, IL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Payroll Specialist
The Bowa Group Inc —Chicago, IL
- $60,000 - $75,000 a year
- Full-time
- Spanish
- English
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
2d
Financial Advisor
Edward Jones —Saint Charles, IL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —River Forest, IL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Accounting & Payroll Specialist
Excel Restoration Service —Elk Grove Village, IL
- $55,000 - $65,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Customer service
- Paid holidays
- Health insurance
Quick Apply
Tax Support Associate – Retail
Intuit —Schaumburg, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
9d
Accounting & H/R Assistant
Bauderer Packaging LLC —Addison, IL
- $20 - $27 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
Senior Accounting Professional
Confidential —Chicago, IL
- $110,000 - $140,000 a year
- Full-time
- CPA
- Mid-level
- Office
- Profit sharing
- Disability insurance
Quick Apply
10d
Tax Associate – TurboTax Store
Intuit —Arlington Heights, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
9d
Tax Associate – In-Store
Intuit —Hoffman Estates, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
9d

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tax associate jobs near lisle il

Associate Trader

Advyzon -
Lisle, IL

Quick Apply

Job Details

Full-time
$50,000 - $60,000 a year

Benefits

On-the-job training

Qualifications

Research
Financial product expertise

Full Job Description

The Group: Advyzon Investment Management (AIM) is a Turnkey Asset Management Program (TAMP) that offers investment solutions and operations outsourcing to advisors. AIM was launched in 2022 as a new subsidiary of Advyzon, which was founded in 2012 with the purpose of building an intuitive, all-in-one technology for advisory firms. AIM provides disciplined investment management solutions built upon an intuitive user experience and personalized relationship based service model. The trading group within AIM is responsible for trading client accounts to keep them in line with model portfolio target allocations.

The Role: We’re seeking an Associate Trader to join our growing team. This person will be responsible for trading in client accounts to address day-to-day cash flows, target drift due to market movements, portfolio allocation changes, tax loss harvesting, and other portfolio changes. This is an entry level role and we are willing to provide on-the-job training for the right candidate. The role is based in our Lisle office.

Responsibilities:

Analyze client portfolios, calculate trades, and execute trades on a daily basis, to keep portfolios in line with assigned AIM, advisor, third party strategist, and unified managed account portfolio targets
Maintain productive relationships with key stakeholders including advisors, portfolio managers, custodians, third party vendors, other investment operations teams, and other functions within Advyzon to contribute to the efficient operation of our investment program
The person will play a supportive role in the evolution of the trade team and its processes, escalating operational risks and effectively partnering with technology and global operations resources to address technology barriers
Support the trading operations associated with running our portfolios through a variety of third-party distribution platforms
Occasionally, on slow trading days, assist the investment research team with various research, analysis, reporting, and other investment tasks
As necessary, onboard new advisor accounts and work through transitions, with a critical eye toward taxes, alternative / illiquid securities and account customizations
Performs other duties as assigned by management

Skills/Qualifications:

Excellent math and analytical skills
Ability to learn and effectively use Advyzon’s trading software
Flexible and organized enough to learn and work with software from at least six custodians
Strong organizational and time management skills - ability to handle fast paced and deadline driven environment
Excellent attention to detail and accuracy; the person in this role must maintain a sharp focus during market hours and minimize distractions.
Flexible and adaptable during strategic operational developments.
The ideal candidate is flexible and adaptable during strategic operational developments
Integrity is a must in this role
Advanced Excel skills are advantageous
Creativity, the desire to innovate, and investing passion.
Solid understanding of financial markets, money movement and trading attributes, including realized gains.
Ability to problem solve and determine the most effective method of problem resolutions while complying with corporate and regulatory procedures.

Requirements:

Bachelor’s degree strongly preferred; interest in obtaining MBA, CFP/CFA a plus
Basic knowledge of a variety of financial products including; managed portfolios, TAMP solutions, stocks, ETFs, and mutual funds
Previous personal or professional security trading experience is welcome, but not necessary
A strong interest in financial markets and Asset Management

Compensation:
$50k-$60k with a bonus for a novice trader, room for negotiation based on experience.
This is a hybrid position at our Lisle location.

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Refine Your Search

tax associate jobs in lisle il

Associate Trader

Emerging Companies & Venture Capital Attorney (Senior Associate)- Hybrid (191/c)

Tax Associate – In-Store

Tax Associate – TurboTax Store

Tax Support Associate – Retail

Emerging Companies and Venture Capital Associate - Hybrid (192/c)

Tax Associate – TurboTax Store

Tax Associate – In-Store

Tax Support Associate – Retail

Japanese Bilingual Payroll & Tax Associate - Schaumburg, IL#12966

Financial Advisor

Payroll Specialist

Financial Advisor

Financial Advisor

Accounting & Payroll Specialist

Tax Support Associate – Retail

Accounting & H/R Assistant

Senior Accounting Professional

Tax Associate – TurboTax Store

Tax Associate – In-Store

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