Top 69 Tax associate Jobs in Orem Ut

Central Associate Advisor
B.O.S.S. Retirement Solutions —Lehi, UT
- From $70,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Tax Associate
H&R Block —Provo, UT
- Weekends as needed
- Office
- Finance
- High school diploma or GED
Accountant
Sherry's Tax & Accounting Services LLC —Sandy, UT
- $50,000 - $75,000 a year
- Full-time
- Office
- Master's degree
- In-person
- 401(k)
- Paid time off
Quick Apply
Tax Senior Associate
Tanner LLP —Lehi, UT
- Full-time
- CPA
- Research
- Mid-level
- Paid holidays
- Dental insurance
Quick Apply
Experienced Tax Professional
H&R Block —Orem, UT
- Full-time
- CPA
- Mid-level
- Office
3d
Associate, Valuation
SCALAR —Draper, UT
- Office
- Finance
- Analysis skills
- Health insurance
- 401(k) matching
Tax Senior Associate
Reef Capital Partners —Lehi, UT
- $95,000 - $125,000 a year
- Full-time
- CPA
- Research
- Office
- Health savings account
- Health insurance
Quick Apply
6d
Pre-Season Tax Professional
H&R Block —Provo, UT
- Full-time
- Windows
- High school diploma or GED
- Business development
Block Advisors Tax Advisor
H&R Block —Provo, UT
- Full-time
- CPA
- 5 years
- Office
6d
Bookkeeper - Franchise Location
H&R Block —Bluffdale, UT
- Full-time
- Customer service
- Mid-level
- Office
Senior Associate, Valuation
SCALAR —Draper, UT
- Mid-level
- Office
- Finance
- Health insurance
- 401(k) matching
Payroll Analyst
Ash Grove Cement —South Jordan, UT
- Employment & labor law
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
7d
Associate, Deal Services
CliftonLarsonAllen —Salt Lake City, UT
- Full-time
- Microsoft Excel
- CPA
- Mid-level
- Health insurance
- Dental insurance
ESH Claims Administrator
Structure Tone —Sandy, UT
- Full-time
- Spanish
- English
- Mid-level
- Health savings account
- AD&D insurance
Tax Professional - Franchise Location
H&R Block —Bluffdale, UT
- Full-time
- CPA
- Sales
- 5 years
Payroll & HR Operations Specialist
Stellar Senior Living —Midvale, UT
- $22 - $26 an hour
- Full-time
- Research
- Mid-level
- Analysis skills
- Profit sharing
- Paid holidays
Quick Apply
Corporate Tax Manager
Baker Tilly Advisory Group, LP —Lehi, UT
- $90,000 - $126,390 a year
- Full-time
- CPA
- Customer service
- Research
Quick Apply
Tax Manager - Not for Profit
Baker Tilly Advisory Group, LP —Lehi, UT
- $91 an hour
- Full-time
- CPA
- Customer service
- Research
Quick Apply
14d
Sr Workplace Planning Consultant
Empower —United States
- $65,600 - $92,675 a year
- Remote
- Microsoft Excel
- Mid-level
- Windows
- Paid parental leave
- Paid holidays
9d

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Qualifications * Bachelor's degree in Accounting, Finance, or a related field; CPA or equivalent certification preferred.
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Corporate and Tax Associate: Strategic Transactional Counsel
Everforth, Cybercoders —Columbus, OH
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Kimball Midwest —Columbus, OH
Professionally handles calls and voicemail. Interacts with customers, sales reps, and internal associates to resolve discrepancies, answer inquiries, and…
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tax associate jobs near orem ut

Central Associate Advisor

B.O.S.S. Retirement Solutions
Lehi, UT

Quick Apply

Job Details

Full-time
From $70,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Financial sales
Teamwork
Finance
iOS
Bachelor's degree
macOS
Life & Health Insurance License

Full Job Description

Job Description:

The ideal candidate for this role will be someone who enjoys building relationships and who is committed to providing an excellent client experience. This candidate will also have a positive attitude, be team oriented, and understand the importance of 100% accountability.

The Central Advisor is part of a centralized team that directly manages a defined portfolio of clients. Interactions will largely be remote through telephone and electronic communications for sales and servicing. You will also be traveling between 7 offices along the Wasatch Front for some in-person client meetings. This position conducts annual reviews, proactively follows through with sales opportunities while providing superior client service. Licenses for both Series 65 and Life & Health are mandatory to complete the duties of the role.

Duties include, but are not limited to:

· Conduct regular client annual reviews

· Execute client service and transaction requests with efficiency and exactness

· Achieve set production levels through identifying and onboarding off-held assets with clients

· Continually improve the clients’ retirement plans utilizing The B.O.S.S. Retirement Blueprint

· Ensuring all aspects of client retirement plans are executed

· Growing the portfolio of clients through asking for and meeting with referrals

Critical Competencies

· Federal taxes relating to Roth Conversions

· Social Security

· Annuities

· Securities and portfolio management

· Excellent customer service

· Proficient in Microsoft Office

· Have an understanding of Mac IOS

· Experience with CRM preferred, not required

· Excellent written and verbal communication skills

Minimum Qualifications:

· Bachelor’s degree preferred

· 2 + years of financial services experience with an emphasis in customer service

· Utah Life and Health Licensed required

· Series 65 required (or equivalent)

*This position starts at a base salary of $70,000/year with commissions.

Equal Opportunity Employer M/F/D/V

Job Type: Full-time

Pay: From $70,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Experience:

Finance: 2 years (Required)

License/Certification:

Life and Health Insurance License (Required)
Series 65 (Required)

Work Location: In person

Quick Apply

Refine Your Search

tax associate jobs in orem ut

Central Associate Advisor

Tax Associate

Accountant

Tax Senior Associate

Experienced Tax Professional

Associate, Valuation

Tax Senior Associate

Pre-Season Tax Professional

Block Advisors Tax Advisor

Bookkeeper - Franchise Location

Senior Associate, Valuation

Payroll Analyst

Associate, Deal Services

ESH Claims Administrator

Tax Professional - Franchise Location

Payroll & HR Operations Specialist

Corporate Tax Manager

Tax Manager - Not for Profit

Sr Workplace Planning Consultant

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