Financial Advisor Jobs

Regulatory & Compliance Analyst The candidate will assist with regulatory audits by FINRA, SEC, and state insurance and securities regulators. Investigate complex issues, including but not limited to internal investigations, customer ..

Senior Trust Officer & Relationship Manager Responsibilities: Delivers the following core wealth relationship management services: Comprehensive plan development with each client. Thoroughly interviews clients to identify gaps between their current circumstances ..

Temporary Attorney Advisor Duties: Monitors and evaluates existing and proposed legislation, laws, rules, and other regulations to determine the impact on the Clerk's Office and the Court and recommends changes to ..

State and Local Tax Senior Manager - Income Tax and Credits and Incentives The candidate will advise on federal and state income/franchise tax incentives including statutory and negotiated incentives. Provide state ..

State Income and Franchise - Investment Management Tax Senior Manager - Multistate Duties: The candidate will be maintaining and developing strong client relationships on various tax consulting/compliance engagements in the investment ..

State Income and Franchise Tax Senior Manager Duties: Maintaining and developing strong client relationships on various state tax consulting / compliance engagements. Identifying client needs and leveraging Deloitte’s range of services ..

Indirect Tax Manager - Multistate Duties: The candidate will be providing state and local indirect tax planning, consulting, and compliance services to a diverse client base in various industry sectors. Maintaining ..

State and Local Tax Senior Manager - M&A Duties: Work as a firm-wide resource as part of a multi-disciplinary team of dedicated M&A professionals to assist strategic and private equity clients ..

Tax - Senior Manager- Business Tax Services- Corporate Tax Duties: The candidate will maintain and develop strong client relationships on various federal tax consulting/compliance engagements. Identifying client needs and leveraging a ..

Chief Practice Officer, Finance Duties: Work with firm and Business Unit leadership to advance the firm’s strategy to be a global leader in Tech & Innovation, E&I and Finance. Work with ..

Job OverviewA law firm seeks an experienced Estate Planning Attorney in Portland, OR. The successful candidate will have over five years of experience in estate planning, including drafting wills and trusts, ..

Estate Planning Tax Manager - Private Client Advisory Duties: Support complex estate planning engagements to meet our clients’ personal, family, and business goals and facilitate the effective transfer of wealth. Research ..

Private Client Advisory - Tax Senior Manager - Estate Planning Duties: Guide clients through complex estate planning scenarios to meet their personal, family, and business goals and facilitate the effective transfer ..

Tax Senior The candidate will be working directly with other BNN tax professionals, our clients, and other advisors to prepare federal and state individual income tax returns, fiduciary income tax returns, ..

Branch Examiner The candidate will review and research branch office activities to identify red flag issues and determine compliance with firm and regulatory rules and procedures. Will communicate with branch managers ..

Director, Wealth Strategist - Tax, Trust, and Estate The candidate will develop and handle strong relationships with Financial Consultants and Portfolio Consultants. Function as an in-house subject matter authority on sophisticated ..

Job OverviewA law firm seeks a skilled Estate Planning Attorney in Portland, OR. The ideal candidate will have 3-5 years of experience in estate planning, including drafting wills and trusts, administering ..

State and Local Tax Director - M&A Duties: Work as a firm-wide resource as part of a multi-disciplinary team of dedicated M&A professionals to assist strategic and private equity clients in ..

Branch Examiner The candidate will review and research branch office activities to identify red flag issues and determine compliance with firm and regulatory rules and procedures. Will communicate with branch managers ..

Tax Manager – International Tax - Private Client Services The candidate will provide compliance, planning, and consulting services to expatriate and foreign national tax clients as well as multi-generational high wealth ..

Climate Advisor Duties: The candidate will be a key member of our Environmental, Social and Governance (ESG) Group, and will work directly with attorneys and staff in a client facing role ..

Vice President, Trust Officer The candidate will manage and administer the normal and the more highly complex trust accounts, in accordance with the terms of the account and in a manner ..

Indirect Reverse Audit Tax Manager - Multistate The candidate will provide state and local indirect tax planning, consulting, and compliance services to a diverse client base in various industry sectors. Will ..