Title: Claim Director-Westchester Casualty Job Responsibilities: The Claim Director-Westchester Casualty is tasked with managing high exposure and high severity claims, ensuring exceptional customer service and maintaining the quality of claim files. Operating as an individual contributor, the director's responsibilities include: - Analyzing coverage...
individuals, businesses, partnerships, or trusts, ensuring accuracy and compliance... with necessary documentation. - Provide guidance to tax preparers on tax matters and act as a technical resource for complex tax questions. - Interface frequently with client personnel to apply accounting and tax...
Live - Seasonal Local Service Expert The candidate will work on-site from a TurboTax location, serving customers both in-person and virtually using **Members Only** TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product...
Title: Wealth Advisor Job Responsibilities: - Lead the client relationship team and ensure that clients have access to all resources and solutions offered by the company. - Collaborate with Client Managers, Custom Credit, Investment Advisors, and Trust Officers to assess clients' financial situations,...
Title: Senior Wealth Advisor Job Responsibilities: - Accountable for achieving a revenue goal through acquiring new clients from both internal and external sources, as well as retaining and expanding an existing book of business. - Consult and coordinate comprehensive wealth management...
Live - Seasonal Local Service Expert The candidate will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product...