business advisor

Van Clemens Financial

About Us: Van Clemens Accounting Associates is a reputable accounting firm dedicated to providing top-tier financial and tax services to individuals and small and medium size businesses for over 25 years. With a strong commitment to excellence and client satisfaction, we are looking for an experienced Business Advisor to join our team and contribute to our continued success as we grow to a nationally recognized top tier firm, and lead our practice for our two retiring partners.Job Description:As a Business Advisor at Van Clemens, you will play a crucial role in providing strategic leadership and oversight, as well as exceptional financial and tax services to our clients. We are seeking a highly skilled professional with a minimum of 5 years of experience in both individual and corporate tax return preparation, as well as bookkeeping experience. A hybrid work schedule is an option for the right candidate!Responsibilities:1. Tax Compliance: Prepare and review individual and corporate tax returns, ensuring accuracy and compliance with current tax laws and regulations.2. Client Advisory: Provide expert advice to clients on tax planning and financial strategies to optimize their financial positions.3. Financial Analysis: Analyze financial statements, assess financial performance, and identify opportunities for improvement.4. Bookkeeping: Maintain accurate and up-to-date financial records for clients, including general ledger entries, accounts payable and receivable, and bank reconciliations.5. Client Engagement: Build and maintain strong client relationships by providing excellent service and addressing their financial concerns and needs.6. Research and Development: Stay updated on tax laws, regulations, and industry trends to ensure the highest level of service to clients.Qualifications:<ul><li>CPA/EA eligible preferred</li><li>Minimum of 5 years of experience in public accounting, with a focus on individual and corporate tax return preparation.</li><li>Strong knowledge of tax laws and regulations.</li><li>Experience in bookkeeping and financial statement analysis.</li><li>Excellent communication and interpersonal skills.</li><li>Detail-oriented and able to meet strict deadlines.</li><li>Proficiency in accounting software and Microsoft Office Suite.</li></ul>Career Path:<ul><li>At Van Clemens, we believe in fostering professional growth. As a Business Advisor, you will have the opportunity to advance along a well-defined career path that leads to a partnership within the firm. We provide mentorship, training, and support to help you achieve your career goals.</li></ul>Additional Opportunity:<ul><li>For ambitious individuals, we also offer the possibility to obtain an Investment Advisory License. This additional qualification will allow you to expand your service offerings and provide investment advisory services to clients, based on financial planning, further enhancing your career prospects within the firm.</li></ul>Compensation:<ul><li>Base Salary: Starting at $100,000</li><li>Bonuses and Incentives: Up to 15% tax season bonus, 5% bonus on new revenue generation (at our min fee) and quarterly production bonus.</li></ul>Benefits: <ul><li>Paid 8-week sabbatical every 5 years.</li><li>Competitive salary commensurate with experience.</li><li>Health, dental, and vision insurance.</li><li>Retirement plan with company match.</li><li>Professional development opportunities.</li><li>Collaborative and inclusive work environment.</li></ul>How to Apply:<ul><li>If you are a dedicated and experienced EA/CPA looking for a challenging and rewarding career opportunity, please submit your resume and a cover letter detailing your relevant experience to cgodfrey@vanclemens.com.</li><li>Van Clemens is an equal opportunity employer. We encourage candidates of all backgrounds and experiences to apply.</li><li>Join our team and be part of a dynamic firm committed to helping clients achieve their financial goals. Apply today!</li></ul>Pay: From $100,000.00 per yearBenefits:<ul><li>401(k)</li><li>Paid time off</li></ul>Work Location: In person

Business Advisor (CPA/EA eligible preferred)

Dhanguard LLC

About the Role:Dhanguard Business Setup &amp; Banking Services is seeking a motivated and customer-focused Business Setup Advisor to join our dynamic sales team. This role offers an exciting opportunity for freshers from any sales background&mdash;whether from your home country or within the UAE&mdash;to grow your career in a fast-paced, supportive environment.Key Responsibilities:<ul><li>Assist clients in setting up their businesses across Mainland, Freezone, and Offshore jurisdictions.</li><li>Guide clients through the licensing, documentation, and visa processes efficiently and accurately.</li><li>Promote company business setup and banking services to prospective clients.</li><li>Convert inquiries into successful business setups through excellent customer service and follow-ups</li><li>Maintain strong client relationships and ensure satisfaction throughout the setup process.</li><li>Stay updated on the latest UAE business regulations and market trends to provide accurate advice.</li></ul>Requirements:<ul><li>Strong communication and interpersonal skills.</li><li>Customer-oriented with a proactive attitude and eagerness to learn.</li><li>Ability to work effectively in a team and meet sales targets.</li><li>Strong understanding of business setup or eagerness to learn quickly is an advantage.</li></ul>What We Offer:Competitive monthly salary with attractive performance-based incentives.Opportunities for career growth and professional development within the company.Dynamic and supportive work environment.Employment visa and health insurance will be provided.Job Type: Full-timeContract: 24 MonthsPay: AED3000- AED4000Job Type: Full-timePay: AED3,000.00 - AED4,000.00 per monthWork Location: In person

Business Setup Advisor

Marsh McLennan

<div><h2 class="jobSectionHeader">Company:</h2>
<h2 class="jobSectionHeader">Description:</h2>
This position prepares an associate to progress into the Client Executive Sales position. Sales Associates work in a variety of situations, at times working as members of a team and other times working alone on an assignment. Sales Associates are under close supervision of the Practice Group Leader and the Director of Business Insurance Sales, and performance is monitored to assess readiness for advancement after the Sales Associate meets sales goals required for validation.
<h2 class="jobSectionHeader">Essential Duties &amp; Responsibilities</h2>
<ul><li>Responsible for developing existing client relationships and new business opportunities via meetings, telephone calls, networking events, building a Center of Influence Network and emails as agreed upon by the associate, Director of Business Insurance Sales and Practice Group Leader.
<ul><li>Consult with clients and prospects regarding their Business Insurance Insurance needs (Property and Casualty, Workers Compensation, etc.) to identify how they can make their business more profitable.
</li><li>Conduct a first appointment asking need based questions to better understand business and insurance needs.
</li><li>Understand how to take that information and put together an appropriate capabilities presentation to pursue a Broker of Record
</li><li>Evaluate and assess client&rsquo;s needs and coverages to complete a thorough submission and underwriting narrative. Advise on existing product solutions and forthcoming product developments.
</li><li>Coordinate servicing of the client within the scope of the services available.
</li><li>Regularly meet with the Director of Business Insurance Sales to strategize regarding prospect pipeline, and review goals and sales performance against targets as experience is gained.
</li><li>Represent the firm at trade exhibitions and events.
</li><li>Record sales information and provide to appropriate departments within the firm, including proficient use of Salesforce and Sagitta
</li></ul></li><li>Develop problem-solving skills to understand, anticipate, and meet clients' needs.
<ul><li>Attend departmental and sales meetings as required.
</li><li>Attend monthly Learning Path meetings to develop both their insurance knowledge and sales expertise
</li><li>Identify needs and competencies to be acquired, and make use of training opportunities.
</li><li>Learn client policy requirements, internal systems such as Salesforce AgencyInsight, ACT and ImageRight, and departmental procedures/policies.
</li><li>Plan ahead and problem solve - anticipate, report, and help resolve problems that occur
</li></ul></li></ul><h2 class="jobSectionHeader">Education and/or Experience</h2>
Successful candidate will be a service and sales oriented individual with high personal standards, demonstrating a strong work ethic and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, unafraid of rejection, able to manage multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.
This position interacts with and provides service to internal associates and has high levels of contact with external vendors. The Client Associate must be positive and approachable, and work effectively with diverse personalities. In addition, the following is required unless otherwise noted:
<ul><li>College degree.
</li><li>Obtain and maintain a valid unrestricted Property &amp; Casualty License in CA and meet the continuing education requirements.
</li><li>Demonstrated ability to resolve problems and present results neatly, with clarity and precision in oral and written form.
</li><li>A confident and determined approach with the capacity to flourish in a competitive environment.
</li><li>Resilience and the ability to cope with rejection.
</li><li>A high degree of self-motivation and drive.
</li><li>The ability to work both independently and as part of a team.
</li><li>Proficiency with personal computers and Microsoft Office applications and the ability to operate standard office equipment.
</li><li>Demonstrated ability to develop, plan, and implement short- and long-range goals.
</li><li>Skill in organizing resources and establishing priorities.
</li><li>Must have a strong attention to detail.
</li><li>Must maintain client confidentiality.
</li><li>A valid Drivers License and reliable transportation.
</li></ul><h2 class="jobSectionHeader">Work Environment &amp; Physical Demands</h2>
<ul><li>Ability to use computer keyboard and sit in a stationary position for extended periods.
</li><li>Work is performed in a typical interior/ office work environment
</li><li>This is a physically active position requiring the ability to stoop and bend regularly, and lift up to 10 lbs.
</li><li>15% - 30% travel may be required.
</li><li>Extended work hours (10 &ndash; 12 hrs/day) required due to attendance at and participation in networking and industry functions that begin before the workday, and extend into the evening.
</li></ul>#LI-DNI
<h3 class="jobSectionHeader">The applicable base salary range for this role is $67,500 to $125,800.
</h3><h3 class="jobSectionHeader">The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.</h3></div>

Business Insurance Advisor

Paychex, Inc.

<div>Overview:
<div>
Responsible for consulting with clients on human resource matters, best practices, employee handbook options and responding to and identifying compliance concerns that pertain to state and federal employment law questions.</div>
Responsibilities:
<ul><li>Advises clients regarding human resources matters, best practices, and employee handbook options.</li><li>
Identifies and clearly responds to client human resources and employment law inquiries/concerns utilizing appropriate resources.</li><li>
Builds strong client relationships and provides high quality service in an effort to maintain high client satisfaction and retention.</li><li>
Maintains knowledge of trends and changes in employment law legislation and conveys state and federal labor laws to internal partners and clients to maintain compliance.</li><li>
Offers innovative solutions or overcomes objections when resolving problems.</li><li>
Proactively and reactively follows up with clients as necessary regarding any HR or employment law topic.</li><li>
Supports client handbook creation and changes by partnering with client to gather relevant information.</li><li>
Fields inbound and makes outbound calls in order to support clients with available products and services.</li><li>
Evaluates and responds to inquiries regarding client billing and account information.</li><li>
Participates in special projects as assigned.</li></ul>
Qualifications:
<div><ul><li>Associate's Degree - Preferred</li><li>
1 year of experience in Client Service, Human Resources, HR Education, or combination of all.</li></ul></div>
Compensation: In the spirit of pay transparency, we are excited to share that the starting base pay range for this position is $17.23 - $24.62 hourly. Please keep in mind that this range is the base pay only and does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.</div>

Client HR Business Advisor I - East / Central

Bank of America

<div>Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 
Job Description: 
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.
Responsibilities:<ul><li>
Recommends financial advice and guidance that align with client financial goals and needs</li><li>
Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank</li><li>
Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities</li><li>
Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs</li><li>
Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs</li><li>
 Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience</li></ul>
Required Qualifications:<ul><li>
Has demonstrated experience and proven success with business-to-business sales and/or small business banking</li><li>
Has strong communication skills with the ability to effectively influence clients</li><li>
Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution</li><li>
Has a proven sales track record</li><li>
Can build productive partnerships and working relationships</li><li>
Is experienced with outbound phone sales</li></ul>
Desired Qualifications:<ul><li>
Experience with financial information, spreadsheets and financial skills</li><li>
Experience with in-person customer service and sales</li><li>
Experience working with small business clients</li><li>
Experience meeting or exceeding goals</li><li>
A working knowledge of small business products and services</li><li>
Bilingual skills</li></ul>
Skills:<ul><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Customer and Client Focus</li><li>
Referral Identification</li><li>
Risk Management</li><li>
Client Experience Branding</li><li>
Credit Documentation Requirements</li><li>
Credit and Risk Assessment</li><li>
Pipeline Management</li><li>
Referral Management</li><li>
Attention to Detail</li><li>
Collaboration</li><li>
Issue Management</li><li>
Prospecting</li><li>
Relationship Building</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Business Solutions Advisor - Austin San Antonio Market Area

<div>Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 
Job Description: 
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.
Responsibilities:<ul><li>
Recommends financial advice and guidance that align with client financial goals and needs</li><li>
Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank</li><li>
Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities</li><li>
Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs</li><li>
Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs</li><li>
 Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience</li></ul>
Required Qualifications:<ul><li>
Has demonstrated experience and proven success with business-to-business sales and/or small business banking</li><li>
Has strong communication skills with the ability to effectively influence clients</li><li>
Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution</li><li>
Has a proven sales track record</li><li>
Can build productive partnerships and working relationships</li><li>
Is experienced with outbound phone sales</li></ul>
Desired Qualifications:<ul><li>
Experience with financial information, spreadsheets and financial skills</li><li>
Experience with in-person customer service and sales</li><li>
Experience working with small business clients</li><li>
Experience meeting or exceeding goals</li><li>
A working knowledge of small business products and services</li><li>
Bilingual skills</li></ul>
Skills:<ul><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Customer and Client Focus</li><li>
Referral Identification</li><li>
Risk Management</li><li>
Client Experience Branding</li><li>
Credit Documentation Requirements</li><li>
Credit and Risk Assessment</li><li>
Pipeline Management</li><li>
Referral Management</li><li>
Attention to Detail</li><li>
Collaboration</li><li>
Issue Management</li><li>
Prospecting</li><li>
Relationship Building</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Business Solutions Advisor - Chicago Michigan and Illinois Financial Center

Lorica Conseil Advisory Group

About the Role: Doha is a fast-growing hub for strategy, transformation, and large-scale business development, and at Lorica Conseil Advisory Group, we bring that same level of ambition into every consulting engagement we deliver. We work with organizations across Qatar and the GCC to improve performance, strengthen operations, and execute high-impact business transformation initiatives.We are looking for a Senior Management Consultant who can take ownership of complex advisory projects from strategy through execution. This is not a reporting role&mdash;you will be leading client engagements, shaping executive decisions, and directly influencing business outcomes. You will act as a trusted advisor to senior stakeholders, translating complex business challenges into clear, actionable solutions.Why Work With Us?High-Impact Work: You will work directly on strategic projects that influence real business decisions across multiple industries in Qatar and the GCC.Client Exposure: You will engage with senior executives, leadership teams, and decision-makers from day one.Ownership Culture: We value consultants who take initiative. You will have autonomy to lead workstreams and shape solutions, not just execute tasks.Fast Growth Environment: This role is designed for high performers who want accelerated career progression into Director-level consulting roles.Diverse Project Portfolio: Exposure to strategy, operations, organizational transformation, and performance improvement projects.Key Responsibilities:Strategy &amp; Advisory Leadership: Lead end-to-end management consulting engagements across strategy, operations, and transformation mandates.Client Engagement: Act as the primary advisor to senior client stakeholders, ensuring clarity, alignment, and delivery of outcomes.Business Analysis: Conduct deep operational, financial, and organizational analysis to identify improvement opportunities.Solution Design: Develop structured, data-driven recommendations and translate them into executable business plans.Project Leadership: Manage workstreams, timelines, and deliverables across multiple consulting projects.Executive Communication: Present insights, recommendations, and strategic plans to C-level executives in a clear and compelling way.Change &amp; Transformation Support: Support implementation of strategic initiatives and organizational improvements.What We Are Looking For:Experience: 7&ndash;12+ years of experience in management consulting, business advisory, corporate strategy, or operations transformation.Consulting Background: Experience in consulting firms or internal strategy/operations roles with exposure to executive-level projects.Analytical Strength: Strong ability to structure complex problems, interpret data, and develop clear business recommendations.Client Management: Proven experience working with senior stakeholders and managing high-level business discussions.Communication Skills: Strong written and verbal communication skills, with the ability to simplify complex concepts.Education: Bachelor&rsquo;s degree required; MBA or equivalent advanced degree is a strong advantage.Market Exposure: Experience in GCC or Middle East consulting environments is highly desirable.Mindset: You are structured, commercially aware, and comfortable operating in fast-moving, high-expectation environments.الراتب المدفوع: QAR٣٠٬٠٠٠٫٠٠&nbsp;لكل شهرموقع العمل: عمل هجين يتم عن بُعد في Doha (Doha)

Senior Management Consultant

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