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BOA
Bank Of America Financial Solutions Advisor Registration Candidate- United States, California, Milpitas
Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Recommends financial advice and guidance that align with the clients' financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
15+ years of experience compliance, audit, and research and planning experience. 10+ years of experience manage a team of Tax professionals. Experience with negotiating tax settlements and litigation with various...
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are...
Recommends financial advice and guidance that align with client financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank....
Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through...
Are you a savvy tax advisor with experience in the tech industry? If so, Expoint is the perfect job searching platform for you. Expoint was created specifically for the tech industry and is the only platform catering to the needs of tax advisors.
As a tax advisor, you’ll be responsible for providing guidance and advice on taxes, reporting, and compliance. You’ll be expected to stay up-to-date with the latest laws and regulations while also utilizing effective strategies to help your clients save money on taxes. You’ll need to be proficient in both technology and accounting, as you’ll be dealing with both technical aspects and financial data.
Our platform allows you to explore all the job opportunities within the tech industry, easily connect with employers, and apply for roles that best fit your skill set. As a tax advisor, you’ll have an opportunity to develop your expertise and collaborate with different organizations to further advance your career.
At Expoint, we believe that tax advisors are essential members of the tech industry. We are dedicated to helping you find your ideal job and make sure your skills and expertise are utilized to their full potential. If you’re looking for your next great role, Expoint is the right platform for you.