• Sr. Manager , Wealth Advisor- Schwab Wealth…

    Charles Schwab (Atlanta, GA)
    …us "challenge the status quo" and transform the finance industry together. As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a ... impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice… more
    Charles Schwab (06/14/24)
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  • Senior Tax Accountant - Partnerships

    Wipfli LLP (Atlanta, GA)
    …and make a difference, Wipfli is the place for you. Job Summary: As a Senior Manager in Partnership Tax, you'll conduct primary and secondary reviews of complex ... K-Partnership taxation. Responsibilities: + Manage and coordinate tax compliance and advisory work for clients. + Review Federal and Multi-State Partnership tax… more
    Wipfli LLP (07/20/24)
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  • Sr Auditor II - Wealth Management

    CIBC (Atlanta, GA)
    …learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Audit Senior - Wealth Management is responsible for: 1) the timely ... in accordance with the annual audit plan; 2) assisting with other audit advisory services and special projects; 3) actively participating on audits in all phases… more
    CIBC (06/28/24)
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