- EisnerAmper LLP (Fort Lauderdale, FL)
- …to reach your goals.EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual ... protected characteristics under federal, state, or local law.About our Private Client Services (PCS) Team:The EisnerAmper ...future. As one of the largest and fastest-growing service lines at our firm, we try to make a… more
- EisnerAmper LLP (Fort Lauderdale, FL)
- …the autonomy to reach your goals.EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual ... protected characteristics under federal, state, or local law.About our Private Client Services (PCS) Team:The EisnerAmper ...future. As one of the largest and fastest-growing service lines at our firm, we try to make a… more
- RSM US (Fort Lauderdale, FL)
- …tasks simultaneouslyPreferred Qualifications:LL.M. in taxation and/or Master's in TaxationExperience with private client or business taxation with a desire to ... like you and that's why there's nowhere like RSM.RSM's Private Company team is looking for a dynamic Tax...assignedSome travel may be required (varies based on location, line of business and client need)Basic Qualifications:… more
- The PNC Financial Services Group, Inc (Fort Lauderdale, FL)
- …to contribute to the company's success. As Senior Relationship Strategist within PNC Private Bank organization, you will be based in our Fort Lauderdale, FL office. ... performed remotely, at the manager's discretion.Job DescriptionLeads or supports client management activities with clients and prospective clients. Responsible for… more
- Grant Thornton (Fort Lauderdale, FL)
- Job DescriptionGrant Thornton is seeking a Client Relationship Executive (CRE) to join the team in Miami, FL or Ft. Lauderdale, FL.The Client Relationship ... for generating new business opportunities for Grant Thornton across all service lines within a specific geographic market and designated industry verticals. The CRE,… more
- JP Morgan Chase & Co. (North Miami Beach, FL)
- …with colleagues and worked as part of a team to achieve business results. As a Private Client Banker, you are the main point of contact for a select group ... external sources. Job Responsibilities Share the value of Chase Private Client with clients that may be...of the completed information you provide during the Chase on- line application process may be transferred, on your behalf,… more
- JP Morgan Chase & Co. (North Miami Beach, FL)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and… more
- Cherry Bekaert LLP (Fort Lauderdale, FL)
- …be responsible for providing tax and consulting services/projects to an existing client base. Industry experience in Private Equity, Technology/ Life Sciences, ... is focused on tax compliance, planning, and provision outsourcing for middle-market, private equity backed, and public companies. This challenging and highly visible… more
- Marsh McLennan (Fort Lauderdale, FL)
- …(MMA).MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking ... to make our business stronger?As our Corporate Communications Strategist on the Private Client Services National team, you'll be responsible for translating… more
- Marsh McLennan (Fort Lauderdale, FL)
- …Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking ... responsible for the development and execution of our industry strategy across all lines of business and regions within Marsh McLennan Agency. As the Industry… more
- RSM US (Fort Lauderdale, FL)
- …a collaborative team and handle multiple tasks simultaneouslyPreferred Qualifications: Experience with private client or business taxation with a desire to grow ... ultra-high net worth families with our customized and integrated Cross- Line of Business services, technology and insights. We meet...skills in the private client family office arenaExperience working with… more
- JP Morgan Chase & Co. (Boca Raton, FL)
- …partnerships across all lines of business in order to best meet client 's specific needs Ensure that proposed solutions fulfill clients' needs and objectives in ... Job DescriptionAre you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique… more
- Alvarez & Marsal (Miami, FL)
- Description Private Equity - Director Fund Management Advisory Overview A&M Fund Management Solutions works with private equity managers and provides our clients ... and optimize how their operations function. Fund Management Solutions, a service line of CFO Services, provides the following pillar of services: Strategic Analytics… more
- RSM US (Fort Lauderdale, FL)
- …of 8 years of experience working in public accounting with an emphasis on private client taxation including working with ultra-high net worth individuals. Most ... colleagues in specialty tax areas as well as across line of business to build client relationships...to assist them in being successful in achieving both personal and professional goals. We welcome and support all… more
- USI Holdings Corporation (Coral Gables, FL)
- …(COIs) and trusted advisors to financially successful families.Attract new clients to Private Risk that meet the minimum client profile standards.Design risk ... General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and...family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position… more
- Deutsche Bank (Miami, FL)
- …and improve profitability of existing client relationships. Maintain ongoing client satisfaction. Maintain Private Banking standards for Service Quality. ... Miami, FLOverviewAs the Relationship Manager, you will develop, manage, and retain client relationships in the Mexican or Brazilian market. You will be responsible… more
- Stantec (Coral Gables, FL)
- …relations with current and future clients within our community development business line . Typical projects include private and public sector projects: office, ... for the success of all projects. Additionally, the role requires your personal /direct engagement on major & highly visible private development projects… more
- Stantec (Coral Gables, FL)
- …relations with current and future clients within our community development business line . Typical projects include private and public sector projects: office, ... for the success of all projects. Additionally, the role requires your personal /direct engagement on major & highly visible private development projects… more
- Cherry Bekaert LLP (Coral Gables, FL)
- …be responsible for providing tax and consulting services/projects to an existing client base. Industry experience in Real Estate, Private Equity, Technology/ ... $18m South Florida tax practice and be a service partner to their own client base. Relocation assistance may be provided and limited travel should be expected.This… more
- HUB International (Davie, FL)
- …and procedures. This role is focused on growth and retention of the private client book of business. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + **Makes ... + **Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off** + **Great work/life balance because that's...brokers, and other HUB personnel on all aspects of client service, marketing, and renewals while adhering to HUB's… more
