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Remote Investment Operations Associate Jobs in Colorado

H&R Block

Block Advisor Tax Advisor - Remote

Aurora, CO · On-site +1

$11 - $80/hr

We invest in your well-being through competitive pay, comprehensive benefits, and support for life ... Qualifying associates can enroll themselves and/or their eligible dependents in medical and ...

H&R Block

Block Advisor Tax Advisor - Remote

Littleton, CO · On-site +1

$11 - $80/hr

We invest in your well-being through competitive pay, comprehensive benefits, and support for life ... Qualifying associates can enroll themselves and/or their eligible dependents in medical and ...

H&R Block

Block Advisor Tax Advisor - Remote

Lone Tree, CO · On-site +1

$11 - $80/hr

We invest in your well-being through competitive pay, comprehensive benefits, and support for life ... Qualifying associates can enroll themselves and/or their eligible dependents in medical and ...

Valet Living

Director of Operations

Denver, CO · Remote

$100K - $120K/yr

... remote teams across multiple geographies. * Proven Leadership: Strong background in managing high ... Referral bonuses, pet insurance, associate assistance programs, discount programs, rewards ...

New

Northmarq

Associate Portfolio Manager

Edgewater, CO · On-site +1

Northmarq is a unique capital markets resource for commercial real estate investors, providing our ... remote work when appropriate. Specific Responsibilities * Manage a portfolio of more complex ...

Northmarq

Associate Portfolio Manager

Denver, CO · On-site +1

Northmarq is a unique capital markets resource for commercial real estate investors, providing our ... remote work when appropriate. Specific Responsibilities * Manage a portfolio of more complex ...

Northmarq

Associate Portfolio Manager

Denver, CO · On-site +1

Northmarq is a unique capital markets resource for commercial real estate investors, providing our ... remote work when appropriate. Specific Responsibilities * Manage a portfolio of more complex ...

Northmarq

Associate Portfolio Manager

Glendale, CO · On-site +1

Northmarq is a unique capital markets resource for commercial real estate investors, providing our ... remote work when appropriate. Specific Responsibilities * Manage a portfolio of more complex ...

Northmarq

Associate Portfolio Manager

Aurora, CO · On-site +1

Northmarq is a unique capital markets resource for commercial real estate investors, providing our ... remote work when appropriate. Specific Responsibilities * Manage a portfolio of more complex ...

Northmarq

Associate Portfolio Manager

Lakewood, CO · On-site +1

Northmarq is a unique capital markets resource for commercial real estate investors, providing our ... remote work when appropriate. Specific Responsibilities * Manage a portfolio of more complex ...

Northmarq

Associate Portfolio Manager

Sheridan, CO · On-site +1

Northmarq is a unique capital markets resource for commercial real estate investors, providing our ... remote work when appropriate. Specific Responsibilities * Manage a portfolio of more complex ...

Northmarq

Associate Portfolio Manager

Wheat Ridge, CO · On-site +1

Northmarq is a unique capital markets resource for commercial real estate investors, providing our ... remote work when appropriate. Specific Responsibilities * Manage a portfolio of more complex ...

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Remote Investment Operations Associate information

What is the difference between Remote Investment Operations Associate vs Remote Investment Analyst?

AspectRemote Investment Operations AssociateRemote Investment Analyst
Primary FocusHandling operational tasks, trade settlements, and data managementConducting market research, financial analysis, and investment evaluations
Required SkillsAttention to detail, data management, basic financial knowledgeAnalytical skills, financial modeling, market analysis
CertificationsTypically none required; relevant certifications like CFA Level I may be a plusOften requires CFA Level I or similar credentials
Work EnvironmentSupportive, process-oriented, often back-officeResearch-driven, client-facing, strategic

While both roles support investment firms, the Remote Investment Operations Associate primarily manages operational tasks and data accuracy, whereas the Remote Investment Analyst focuses on analyzing markets and making investment recommendations. Understanding these differences helps candidates align their skills and career goals with the right position.

What are popular job titles related to Remote Investment Operations Associate jobs in Colorado? For Remote Investment Operations Associate jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Remote Investment Operations Associate jobs in Colorado look for? The top searched job categories for Remote Investment Operations Associate jobs in Colorado are:
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Remote Investment Operations Associate jobs near you
Block Advisor Tax Advisor - Remote

Block Advisor Tax Advisor - Remote

H&R Block

Castle Rock, CO • On-site, Remote

$11 - $80/hr

Full-time

Retirement

Re-posted 23 days ago

Job description

About the Role
As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year.
Joining H&R Block as a Remote Tax Professional means you'll serve clients with diverse tax needs and you'll have the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.
Day to day, you'll...
  • Conduct tax interviews with clients and support do it yourself online tax clients through virtual tools (i.e., video conferencing, phone, chat, email)
  • Generate business growth, increase client retention, and offer additional products and services
  • Understand that teamwork is essential to our success - communicate and coordinate regularly with leaders and peers about how your remote work is impacting results
  • Grow your tax expertise

Required Qualifications
  • Experience completing individual tax returns
  • Experience working in a fast-paced environment
  • Access to high speed, reliable internet
  • Experience and skilled in technology (specifically MS Teams and Outlook)
  • Inspire confidence in our clients with your ability to communicate complex tax situations concisely via phone, email and chat
  • Experience utilizing effective customer service techniques
  • Analytical and problem-solving skills
  • Successful completion of the H&R Block Tax Knowledge Assessment1 or equivalent
  • High school diploma / equivalent or higher
  • Must complete continuing education requirement and meet all other IRS and applicable state requirements
  • Availability to work a minimum of 20 hours a week during peak tax season
  • Skill in researching information using various tax and publication tools to understand the client's need (i.e., IRS Publications/Instructions)

1Enrollment in or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment.
Preferred Qualifications
  • CPA or Enrolled Agent certification
  • Experience completing complex tax returns
  • 5+ years of experience in accounting, finance, bookkeeping or tax
  • Experience conducting virtual tax interviews that create confidence in clients
  • Tax planning and audit support experience
  • Sales and/or marketing experience

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
Pay Range Information
The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.
Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
Pay Range
$11.00 - $80.00/Hr.
Sponsored Job
#7545

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