- Citizens (Foxboro, MA)
- …and grows with its clients. As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning and advice to ... development and ongoing practice management support. As a Citizens Private Client Relationship Manager, you will engage...help clients save and grow their assets in a tax -efficient way, manage debt effectively, secure their income to… 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
- 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
- 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
- Truist (Paramus, NJ)
- …the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering ... determine which financial strategies and solutions best meet the client 's needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a...best interests. 4. Utilize a consultative sales process to partner with clients to review investment plans on a… 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
- AON (Chicago, IL)
- Aon is looking for a Private Markets Reporting Analyst Job Responsibilities: + Support the daily management some of Aon Investment's fund structures. + Assist with ... quarterly and yearly fund financial reporting, including audit and tax reporting. + Provide other internal reporting and ad...rates of return and cash on cash returns for private equity, private credit, infrastructure and real… 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
- Edward Jones (Scottsdale, AZ)
- …implementation of these strategies for High Net Worth clients + Ability to review client tax returns, gift/estate tax returns, personal financial statement, ... million or more) by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services… 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
- BlackRock (Wilmington, DE)
- **About this role** **GAAPS Analyst / Associate Private Markets Operations - Middle Office | Wilmington** **About BlackRock** Elevate your career by joining the ... responsible for settlements and documentation globally and strives for outstanding client service. The team coordinates, initiates and builds processes for… 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
- Grant Thornton (Chicago, IL)
- …monthly financial statements. -Assess current system and processes relating to partner tax matters. -Review monthly financial statements. -Prepare ... the group. -Monitor compliance with provisions of partnership agreement and changes in partner status. -Review tax and financial documents that relate to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Our client is a thriving Private Equity firm with ~$20 billion in assets ... quarterly expenses, accruals, intercompany payments, investment transactions, and limited partner allocations. + Produce quarterly and annual financial statements. +… more
- Insight Global (Palos Heights, IL)
- …balances. Record all tax adjustments to the QB data file to keep client QuickBooks in sync with the tax return. 2. Account Analysis and Reconciliation ... ? Prepare, document for review and e-file Form 1065 US Partnership Income Tax Return including Schedule K-1 Partner ?s Share of Income, Deductions, Credits,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …paid benefits + Profit Sharing + Equity plan! About the Company: 10b+ AUM Private Equity Firm in San Francisco Key Responsibilities: + Maintain Fund and GP general ... annual financial statements. + Assist with annual audits and tax filings. + Monitor cash position for assigned Funds....+ Interface with Investor Relations to respond to limited partner inquiries. + Complete various ad-hoc reports as requested.… 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
- Citigroup (Miami, FL)
- …in the financial services industry is preferable **Travel** No **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time Type:** ... client 's needs and expectations. + Actively supports a Private Banker in delivering consistently high quality banking, credit,...Tax -W8ben/Credit Deficiencies to less than 5% of total client base > 120 days, Zero expired BRM's, Zero… more