Top 18 Senior tax associate Jobs in Meridian Id

Client Account Service Associate Senior -Registered
Zions Bancorporation —Boise, ID
- 6 years
- Research
- Bachelor's degree
4d
Senior Tax Associate
Perspective Wealth Partners, LLC —Boise, ID
- $90,000 - $115,000 a year
- Email
- CPA
- Office
- In-person
- Paid training
- Continuing education credits
Quick Apply
CAS Senior Manager
Sorren —Meridian, ID
- $135,000 - $185,000 a year
- Full-time
- CPA
- System design
- 8 years
- Paid parental leave
- Paid holidays
Quick Apply
Senior Manager, Transaction Advisory Services
Sorren —Meridian, ID
- Extended hours
- CPA
- ERP systems
- Finance
- Paid parental leave
- Paid holidays
Quick Apply
23h
CAS Senior Associate (Nonprofit)
Sorren —Meridian, ID
- Full-time
- Management
- CPA
- Customer service
- Paid parental leave
- Paid holidays
Quick Apply
14d
Assurance Senior Associate
Sorren —Meridian, ID
- Full-time
- CPA
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Quick Apply
5d
Tax Senior/Supervisor
Sorren —Meridian, ID
- $76,000 - $110,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Paid parental leave
- Paid holidays
Quick Apply
Assurance Senior/Supervisor
Sorren —Meridian, ID
- $76,000 - $110,000 a year
- Full-time
- CPA
- Office
- 3 years
- Paid parental leave
- Paid holidays
Quick Apply
Assurance Senior Associate (Non-Profit)
Sorren —Meridian, ID
- Full-time
- CPA
- Mid-level
- 3 years
- Paid parental leave
- Paid holidays
Quick Apply
Assurance Senior Manager
Sorren —Meridian, ID
- $125,000 - $170,000 a year
- Full-time
- CPA
- 8 years
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
Tax Senior Manager
Sorren —Meridian, ID
- $135,000 - $180,000 a year
- Full-time
- CPA
- Office
- 8 years
- Paid parental leave
- Paid holidays
Quick Apply
Tax Manager or Senior Manager - Ultra-High Net Worth Practice
Frank Rimerman and Co LLP —United States
- $120,000 - $230,000 a year
- Full-time
- 6 years
- Management
- CPA

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Senior Tax Accountant
Millington & Company —Meridian, ID
1040 (high-income / multi-entity). Deliver *proactive tax planning strategies* for business owners and high-net-worth individuals.
$80,000 - $95,000 a year
Quick Apply
Senior Tax Accountant
Keller CPAs —Meridian, ID
Bachelor’s degree in Accounting or related field preferred. Ensure compliance with tax regulations. Identify potential tax credits and liabilities.
$82,000 - $115,000 a year
Quick Apply

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senior tax associate jobs near meridian id

Client Account Service Associate Senior -Registered

Zions Bancorporation -
Boise, ID

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Job Details

4 days ago

Qualifications

Customer communication
Customer relationship building
Research
Managing clients in a customer support role
Series 7
Investment client management
Industry knowledge of financial regulations
Investment account customer support
Life & Health Insurance License
Experience practicing in the securities industry
Estate planning

Full Job Description

Responsible for supporting Wealth Advisor(s) with sales prospect pipelines, service and operational related activities. Follows up on pending business and meets with clients as needed. Handles over all client relationships and provides service to clients via telephone, direct interaction and/or written correspondence, handling/executing client requests for account related information and/or quotes, distributions, etc. Responsible to facilitate between clients/broker transfers/distributions and ensures enough cash in outgoing distributions or determine if trades need to be made to fund.

Make recommendations to clients on various accounts. Responsible for scheduling and preparing for appointments with new or prospective clients, establishing and servicing client accounts, preparing forms, researching account inquiries and/or issues. Manages tracking referrals, establishing and maintaining files to meet the company's regulatory requirements. Establishes and maintains files and record kee Requires a Bachelor's degree and 6+ years experience with Client Services, Wealth Management, developing strong client relationships or other directly related experience.

Series 7 & 66, (63/65), life and health required. Willingness to obtain insurance license. A combination of education and experience may meet requirements. Advanced working knowledge of wealth management operations, processes, procedures, laws and regulations required.

Advanced working knowledge of executing trades, investment products, estate planning and loss harvesting related to taxes. Advanced knowledge of sales and closing processes utilizing PC and presentation skills. Excellent verbal and written communication skills to create relationships with clients. Ability to analyze and present complex financial modeling.

Ability to work with high net worth clients. Must have critical thinking skills. Excellent problem resolution, research and customer service skills. High attention to detail and accuracy.

Ability to multi-task and meet deadlines. Ability to lead and/or train lower level staff.

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Refine Your Search

senior tax associate jobs in meridian id

Client Account Service Associate Senior -Registered

Senior Tax Associate

CAS Senior Manager

Senior Manager, Transaction Advisory Services

CAS Senior Associate (Nonprofit)

Assurance Senior Associate

Tax Senior/Supervisor

Assurance Senior/Supervisor

Assurance Senior Associate (Non-Profit)

Assurance Senior Manager

Tax Senior Manager

Tax Manager or Senior Manager - Ultra-High Net Worth Practice

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