4 Job openings found

 the Tax & Wealth Advisor works closely with Financial Advisors to integrate tax strategies into clients’ overall financial plans. Key Responsibilities Tax Preparation & Compliance Prepare and/or review individual, trust, partnership, S-corporation, and corporate income tax returns. Coordinate the collection and review of tax documentation from clients. Ensure tax returns are completed accurately and in compliance with federal and state regulations. Stay current on changes in tax laws and regulations that ...

We are looking for a senior Oracle Subscription Management Consultant with deep expertise in Subscription Lifecycle, Recurring Billing, O2C process flows, and Oracle Cloud implementation. The consultant will work closely with business and technical teams to support subscription setup, billing configuration, pricing models, renewals, amendments, and revenue-related processes. This is a ...

Job Title: Micro Individual Relationship Officer (MIRO) Location:  Halol / Bodeli / Modasa / Dabhoi / Godhra / Kheda  Company: NBFC Finance  Responsibilities: Manage client relationships for all finance products.Promote and sell NBFC Micro loan offerings.Guide clients through the loan application process.Ensure compliance with regulatory standards.Provide exceptional customer service.Requirements: Bachelor’s degree in Finance or related field.Fresher or ...

Job Title: Individual Relationship Officer (Home Loans) Location:  Halol / Bodeli / Modasa / Dabhoi / Godhra / Kheda  Company: NBFC Finance  Responsibilities: Manage client relationships for home loan products.Promote and sell SMFG's home loan offerings.Guide clients through the loan application process.Ensure compliance with regulatory standards.Provide exceptional customer service.Requirements: Bachelor’s degree in Finance or related field.Experience ...