- SNI Certes (Minneapolis, MN)
- …services firm in the MSP area who is looking to hire a Tax Manager - Client Relationship to join their team. This can be a fully remote or hybrid ... Perform technical review of complex individual, partnership, S-Corp, Corporate and state tax returns Manage client engagements, risk management, billing and… more
- Amerant Bank (West Palm Beach, FL)
- …and internal transfer requests. This may include scheduling and coordination of Relationship Manager , Portfolio Officers, and/or other Manager functions ... Client Specialist II position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall...auto debit is set up; b) Ensure real estate tax and insurance escrow (if applicable) is properly set… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …to an integrated group of Wealth Professionals (Wealth Advisors, Portfolio Manager , Relationship Managers, et al.), including training, skill development, ... wealth relationship process is utilized and implemented throughout every client interaction, including the relationship review process, pre-call planning,… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …presentation of credit package.Provide support to Commercial Lending Teams and the Relationship Manager as needed.Work closely with the Loan Documentation team ... commercial loan underwriting and analysis, including the review and interpretation of client financial statements and tax returns, review and understanding of… more
- eXcell (Rio Rancho, NM)
- …to clients for asset collection Pulling new orders that come in on Service manager (ticketing system) Updating the client ticketing system and database Scrapping ... At eXcell, you're more than just a number. Our employee relationship managers support you throughout your engagement, providing career guidance and reemployment… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …in business credit underwriting and analysis, including the review and interpretation of client financial statements and tax returns, review and understanding of ... packages, while also working in conjunction with Small Business support staff and relationship managers to assess new opportunities and to ensure that existing loan… more
- Bank of America (New York, NY)
- Private Wealth Market Client Relationship Manager New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... driven, resilient, results focused and effective. **Job Description:** The **Private Wealth Market Client Relationship Manager ** (PWCRM) is a direct report… more
- Bank of America (Milwaukee, WI)
- Merrill Market Client Relationship Manager Milwaukee, Wisconsin **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report… more
- Citizens (Utica, NY)
- Description Private Client Relationship Manager - Dewitt (Fayetteville), NY Hubbed Circuit: At Citizens, tailored advice, personalized experiences, and ... and ongoing practice management support. As a Citizens Private Client Relationship Manager , you will...help clients save and grow their assets in a tax -efficient way, manage debt effectively, secure their income to… more
- Bank of America (Albuquerque, NM)
- Merrill Associate Client Relationship Manager Albuquerque, New Mexico **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... culture driven, resilient, results focused and effective. **Position Overview:** The **Associate Client Relationship Manager (ACRM)** supports the Firms… more
- Bank of America (Florham Park, NJ)
- Merrill Market Client Relationship Manager Florham Park, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help make ... growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report… more
- Bank of America (Cincinnati, OH)
- Merrill Market Client Relationship Manager Cincinnati, Ohio;Miamisburg, Ohio **Job Description:** Merrill Wealth Management is a leading provider of ... is culture driven, resilient, results focused and effective **Position Overview:** The **Market Client Relationship Manager (MCRM)** is a direct report 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 ... right thing, and collaborating with other colleagues. The Private Client Relationship Manager II, along...help clients save and grow their assets in a tax -efficient way, manage debt effectively, secure their income to… more
- Grant Thornton LLP (New York, NY)
- …or audit support) projects. The Corporate Tax Solutions Family generally has the primary tax relationship with the client , and you will help with the ... Grant Thornton is seeking a Corporate Tax Manager to join our team... tax authorities + Maintaining a good working relationship with clients and working effectively with client… more
- Grant Thornton LLP (Los Angeles, CA)
- …or audit support) projects. The Corporate Tax Solutions Family generally has the primary tax relationship with the client , and you will help with the ... Office (WNTO), to support all areas of the client 's tax functions, because together is how... provision engagements + Researching and consulting on various tax matters + Maintaining a good working relationship… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description We are offering an exciting opportunity for a Tax Manager in the public sector, based in Mountain View, California. This role involves overseeing the ... overall client engagement, managing day-to-day deliverables within Tax ,...* Act as the primary point of contact and relationship manager for clients, their families, and… more
- Robert Half Finance & Accounting (Houston, TX)
- …Stay updated on changes in tax regulations and ensure compliance across all client accounts. Client Relationship Management: + Build and maintain strong ... with other departments to ensure a seamless and integrated client experience. Requirements Tax Manager Requirements: + Bachelor's degree in Accounting,… more
- Cherry Bekaert (Charlotte, NC)
- **Description** **Sales Tax Manager ** **Description** Ranked among the largest accounting and consulting firms in the country and consistently recognized as a ... /state-local- tax /#:~:text=Our%20State%20%26%20Local%20Tax%20service,local%20tax%20overpayment%20or%20underpayment.) team is looking for a **Sales Tax Manager ** with a background in Sales… more
- Plante Moran (Chicago, IL)
- Tax Manager or Tax Sr. ...of 1-2 associates on each engagement in the areas of client engagement management and applied technical tax knowledge ... + Review returns for partnerships including federal, foreign, state and local tax returns, estimated payments and extensions, and assisting with Federal and State… more
- KPMG (Los Angeles, CA)
- **Business Title:** Senior Manager , Tax Accounting Methods and Credit Services **Requisition Number:** 118066 - 8 **Function:** Tax Services **Area of ... as a firm KPMG is currently seeking a Senior Manager to join our Accounting Methods and Credit Services...a multi-disciplinary team to conduct research and development (R&D) tax credit consulting services, including leading client … more
