- Morgan Stanley (New York, NY)
- …The Tax Manager will assist in providing reports and working papers to client tax preparers. Job responsibilities include also reviewing tax allocation ... calculation reports. o Review reconciliation of monthly master-feeder tax allocations. o Review partner tax... preparers. o Reconcile master-feeder allocations o Liaise with client tax preparers on year-end tax… more
- Cherry Bekaert (Coral Gables, FL)
- …grow and lead our $18m South Florida tax practice and be a service partner to their own client base. Relocation assistance may be provided and limited travel ... Today_ , we have an opportunity for an experienced tax partner looking to make an impact... tax and consulting services/projects to an existing client base. Industry experience in Real Estate, Private… more
- Cherry Bekaert (Atlanta, GA)
- …opportunity for a seasoned leader looking to make an impact. We seek a ** Partner ** in our Tax Practice (https://www.cbh.com/services/ tax /) who will be ... Consumer Goods clients in our Atlanta practice. Experience with private equity owned businesses is a plus. This highly...tax compliance is preferred. You'll also use your client service team leadership skills, acting as a role… more
- Cherry Bekaert (Chicago, IL)
- …'Fastest Growing Firms in the US 2024' by _Accounting Today_ , we're currently seeking a Tax Partner to be a growth engine for our Chicago Tax ... practice focused on tax compliance and tax provision outsourcing for middle-market, private equity...backed and public companies. We're looking for a results-driven partner who will contribute to expanding the practice by… more
- Cherry Bekaert (Austin, TX)
- …2024' by _Accounting Today_ , we have an opportunity for an experienced ** Partner ** in our ** Tax Practice (https://www.cbh.com/services/ tax /)** who will be ... **Description** Ranked among the largest assurance, tax and advisory firms in the US, **_Cherry...private -equity/) clients is a plus. You'll use your client service team leadership skills, acting as a role… more
- Citizens (Melville, NY)
- …to leading your team, you will partner with and support the Head of Private Client Relationship Management to influence the Private Client strategy ... with its clients. Within Citizens Core Banking Division, Citizens Private Client provides personalized, world class financial...our clients save and grow their assets in a tax efficient way, manage debt effectively, secure their income… more
- Citizens (Holmes, PA)
- Description Private Client Relationship Manager - Center City Broad & Walnut, PA Hubbed Circuit: At Citizens, tailored advice, personalized experiences, and ... clients. As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial...help clients save and grow their assets in a tax -efficient way, manage debt effectively, secure their income to… more
- Citizens (Naples, FL)
- …goals. As part of the Core Banking Division, the primary objective of a Private Client Relationship Manager II will engage directly with our affluent and ... next right thing, and collaborating with other colleagues. The Private Client Relationship Manager II, along with...help clients save and grow their assets in a tax -efficient way, manage debt effectively, secure their income to… more
- Citizens (Owosso, MI)
- …provider in the investment industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad ... array of investment, insurance, and bank products. Private Client Financial Advisors are their clients'...opportunities + Develop and present suitable solutions to meet client goals + Partner with other colleagues… more
- Bank of America (Los Angeles, CA)
- Merrill Private Wealth Market Client Relationship Manager Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Truist (Richmond, VA)
- …Wealth Private Advisor will act as the point of contact for the Private Client Group Financial Advisors (FAs) within their assigned Truist regions. The ... States of America) **Please review the following job description:** The Wealth Private Advisors primary responsibility is to deepen client relationships around… more
- KPMG (Short Hills, NJ)
- …may cross audit, tax and advisory; manage and empower teams of tax professionals/assistants working on client projects + Oversee financial performance of ... contact for internal and external clients; build and handle client relationships by advising them and being responsible for...entities + Exceptional skills in reviewing 1120-REIT and 1065 tax returns, including complex partner allocations +… more
- Citizens (Tarrytown, NY)
- …faxes and any back up information from tax files + File loose documents into client tax files. + Prepare next year tax files + Provide administrative and ... record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over… more
- UKG (Ultimate Kronos Group) (Weston, FL)
- … variance and refund information to clients. + Prepare and file appropriate client tax agency EFT registrations, Federal E-file registrations and reporting agent ... Analyst will assist with case management, responding promptly to client and partner inquires and concerns, and...with clients to resolve. + Assist with review of client tax amendment requests and generation of… more
- KPMG (New York, NY)
- …family offices + Review and provide quality control on transaction calculations, partner economics, tax distributions, and other events throughout the ... industry knowledge + Implement standard technology and processes while applying tax technical knowledge to client facts + Keep up to date and help develop… more
- Insight Global (Alpharetta, GA)
- …accurate reconciliation and reporting. Manage payroll tax processes, including tax filing, amendments, and reconciliation. Partner with sales and ... Job Description An employer is seeking a highly organized and experienced Tax Consultant in the Alpharetta area, preferably with a strong background in accounting… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …is seeking a Tax and Fund Accounting Manager to join his client 's team in Menlo Park, California. This role primarily involves managing and maintaining general ... financial statements, and coordinating with various service providers for audit and tax filings. Additionally, you will be expected to monitor cash positions,… more
- Bober Markey Fedorovich (Akron, OH)
- …with path to partner potential! - providing oversight and management of client engagements. The ideal candidate will possess a broad base of professional skills ... with a long history of serving leading public and private organizations in Northeast Ohio, and was recently recognized...with and for clients on a broad range of tax matters and advice, as well as experience identifying… more
- Bober Markey Fedorovich (Akron, OH)
- …with path to partner potential! - providing oversight and management of client engagements. The ideal candidate will possess a broad base of professional skills ... with a long history of serving leading public and private organizations in Northeast Ohio and around the country...with and for clients on a broad range of tax matters and advice, as well as experience identifying… more
- JPMorgan Chase (Miami, FL)
- …motivated to provide a first-class experience to clients within JP Morgan's International Private Bank. If you have an entrepreneurial mindset and are looking to ... next level. As a Wealth Advisor in the International Private Bank, you will help ensure that our clients'...you will help ensure that our clients' estate, income, tax , philanthropic, and other planning needs are identified and… more