- Cherry Bekaert (Fort Lauderdale, 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
- Citizens (Philadelphia, PA)
- Description Private Client Relationship (PCRM) - King of Prussia, PA circuit: At Citizens, tailored advice, personalized experiences, and innovative ideas, ... 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 (Rhinebeck, NY)
- …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
- Citizens (Boston, MA)
- …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 ... to work alongside a Senior Wealth Advisor to support the growth of the private bank's UHNW client segment, contributing to the firm's success in delivering… more
- Truist (Orlando, FL)
- …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
- CIBC (Chicago, IL)
- …'s primary internal resource as it relates to lending and deposit needs. + Partner with CIBC Private Wealth Management Relationship Managers and other team ... CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Cross Border Credit Lead will be responsible for… more
- Edward Jones (St. Louis, MO)
- …is responsible for providing thought leadership and strategic development within Edward Jones' private client service. This includes building and leading a team ... Advice, Planning, Products, and Services (APPS). We provide ongoing client services including holistic financial planning, tax ...that support the enhancement and growth of the firm's private client offering. The role will frequently… 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
- 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
- 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity. Our client is a thriving private equity firm managing billions in assets. ... our industry-leading achievements. Responsibilities: + Oversee Fund and General Partner (GP) general ledgers, including recording quarterly expenses, accruals,… 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
- EAB (Richmond, VA)
- …information, visit our Careers page. The Role in Brief: Managing Director, Research Partner Success, Large Public & Private Comprehensives The Research ... institutional strategy, data analytics, and advancement. We work with each partner differently, tailoring our portfolio of research, technology, and marketing and… more
- Southern Glazer's Wine and Spirits (Katy, TX)
- …a Most Loved Workplace and are included on the Forbes lists for Largest Private Companies and Best Employers for Diversity. As a full-time employee, you can choose ... comprehensive medical and prescription drug coverage, dental and vision plans, tax -saving Flexible Spending Accounts, disability coverage, life insurance plans, and… more
- Neuberger Berman (Dallas, TX)
- …coverage group providing client service and operational support for the firm's private funds. The team's mandate is to partner with various internal teams, ... The Private Equity Client Service Team is...regarding financial statements, capital calls, distributions, quarterly updates, and tax documents + Field telephone calls and emails from… more