822 matching jobs for “Associate - Tax”

How results work

Exact titles rank first, then title variations and keywords in descriptions. These labels aren't qualification scores. Without keywords, recently added jobs appear first.

TIAA

Financial Consultant

Philadelphia, PA - 1700 Market Street

Hybrid

and Duties Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase …

Added Oct 27, 2026

Save job

Fifth Third Bancorp

Trust Officer II, Private Bank Center

Cincinnati, Ohio, United States +7 locations

Full time

… plans, which may include the use of multiple accounts, multiple beneficiaries, insurance, and the use of tax deferral techniques. The strategic focus of the PCS TO II is the execution of the terms of any document in …

Added Nov 3, 2026

Save job

Lennar

VP Division Manager

Oklahoma City, Oklahoma, United States

… compliance and quality control. Requirements · Minimum 1-3 years as a branch manager. · Minimum 4 - 5 years of application and processing experience or equivalent mortgage background. · Current knowledge of …

Added Oct 27, 2026

Save job

Plains GP Holdings

Analyst, Land Title Administration

Houston, Texas, United States

Regular

… including deeds, probate, and assignments, to update surface ownership. Research county appraisal and tax records to corroborate owner names, mailing addresses, and parcel information; reconcile discrepancies with …

Added Nov 3, 2026

Save job

Cencora

Corporate Paralegal

Conshohocken, PA

Full time

… and attending to other related formalities for business units of Cencora Managing annual reports, franchise tax filings, registered agent relationships and qualification filings Coordinating director and officer …

Added Oct 27, 2026

Save job

Lennar

Land Acquisitions Manager

Lubbock, Texas, United States

on the Team Identify potential land acquisition targets through tax maps and networking with brokers, landowners, and others. Facilitate the due diligence process and schedule …

Added Oct 27, 2026

Save job

Lennar

Land Acquisition Manager

Greenville, South Carolina, United States

on the Team Identify potential land acquisition targets through tax maps and networking with brokers, landowners, and others. Facilitate the due diligence process and schedule …

Added Oct 27, 2026

Save job

Nationwide

Sr. Accountant, Financial Reporting

Ohio - Columbus Metro

Full time

Pay posted by employer$62,500–$115,500

… efficiencies and reduce operational risk. This position will be hired on a SuccessFlex basis. The hired associate must reside within 35 miles of the following location(s): 1 Nationwide Plaza Work schedule: 2 days in …

Added Oct 27, 2026

Save job

Rockwell Automation

Leadership Development Program - Integrated Supply Chain

Katowice, Silesia, Poland

Full time

… challenging levels of responsibility, accountability, and visibility at Rockwell Automation. The Essentials - You Will Have: Bachelor's degree (accredited university completed by June 2027 or expected to be completed …

Added Oct 27, 2026

Save job

TIAA

Financial Consultant

Chicago, IL - 333 West Wacker Drive +2 locations

Hybrid

… 120 days from start date. Key Responsibilities and Duties Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase …

Added Oct 27, 2026

Save job

TIAA

Financial Consultant

Syracuse, New York, United States

Hybrid

Added Oct 27, 2026

Save job

TIAA

Financial Consultant

Ithaca, New York, United States

Added Oct 27, 2026

Save job

Raymond James Financial

Team Lead AMS Management Trading - Freedom Trading

St. Petersburg, Florida, United States +1 location

Permanent

… FL. Job Summary You will be a Team Lead of the AMS Freedom Trading team. As the Asset Management Trading Associate Team Lead, you will use the knowledge and skills gained through work experience to review and apply model …

Added Nov 3, 2026

Save job

Lennar

VP Division Manager

Fayetteville, Arkansas, United States +7 locations

Added Oct 27, 2026

Save job

Fifth Third Bancorp

PBC Trust Officer I

Cincinnati, Ohio, United States

Full time

… and procedures regarding client and asset acceptance and discretionary actions. *Works closely with Trust Tax Accountants to ensure proper tax reporting. · Oversees and ensures that all accounts, fees, statements, …

Added Nov 3, 2026

Save job

Ameriprise Financial

Service Operations Specialist

Minneapolis, Minnesota, United States

Hybrid
Full time
Permanent

Pay posted by employer$26.15–$35.96 per hour

… Responsibilities Perform routine reporting and analysis, contributing to recommendations for cost basis and tax, along with assisting in small to medium-sized projects within cost basis. Provide analysis within existing …

Added Nov 3, 2026

Save job

Lowe's

Principal Accountant - External Reporting

Mooresville, NC (SSC) 1999

… knowledge, judgment, and understanding of complex systems, business processes, and applicable accounting, tax, and regulatory requirements. Performs complex analysis (i.e. historical, forecasting, impact, etc.) and …

Added Oct 27, 2026

Save job

Merck (MSD)

Payroll Specialist - Dutch Speaker

Prague, Prague, Czechia

Job Description Position Overview: The Associate Payroll Specialist EMEA is responsible for the correct processing of all payroll mutations for a given …

Added Oct 16, 2026

Save job

TIAA

VP, Wealth Alternatives Product Manager

Charlotte, North Carolina, United States +1 location

Hybrid

requires strong real estate and tax-aware investment knowledge, competitive and market intelligence, financial acumen, and the ability to …

Added Oct 27, 2026

Save job

Walmart

Director, Data Science - Earnings Innovation & Automation

Bentonville, Arkansas, United States +3 locations

Pay posted by employer$130,000–$260,000 per year

… responsible for the seamless calculation, disbursement, and reporting of independent contractor earnings & tax processes worldwide. We operate with a focus on compliance, data integrity, and continuous improvement, …

Added Oct 27, 2026

Save job

TIAA

Financial Consultant

Philadelphia, PA - 1700 Market Street

Hybrid

View job

Save job

About this opportunity

Original employer description

Financial Consultant (T)
The Financial Consultant is responsible for providing in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of the organization's products and services. Working under general supervision, this role covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals. All licenses must be obtained within 120 days from start date.

Key Responsibilities and Duties

Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.
Educates, recommends and facilitates new product purchases (including retail mutual finds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based.
Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.
Communicates internally with cross-business partnerships to develop and implement the organization's products and services to support clients and company initiatives.
Develops and maintains strong relationship with Institutional Plan Sponsors.

Educational Requirements

University (Degree) Preferred

Work Experience

3+ Years Required; 5+ Years Preferred

FINRA Registrations

SRC Indicator: Series 7; Series 63

Licenses and Certifications

Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Physical Requirements

Physical Requirements: Sedentary Work

Career Level
7IC

This is a hybrid flex position involving regional travel to client institutions at least 3 days/week with the ability to work remotely the rest of the week. This position may also require occasional travel up to 25% of the time outside your assigned territory.

Related Skills

Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling

Anticipated Posting End Date:

2026-12-07

Base Pay Range: $34.95/hr - $45.91/hr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

_____________________________________________________________________________________________________

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: [email protected]

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

Why this result? · Employer labels

Keywords also found in description

Hybrid Flex
Retirement & Education Savings

Location reference: GeoNames (CC BY 4.0), normalized by Referizz.