- Grantham Law Firm (West Palm Beach, FL)
- Associate Attorney - Wills, Trusts & Estates, Probate & Real Estate For over 40 years, Grantham Law Firm has been proudly serving the Southeast Florida community, ... and Real Estate . We are seeking a driven Associate Attorney to join our close-knit team, collaborate with...and other estate planning documents. Advise clients on estate tax implications, probate processes, and asset protection strategies. Assist… more
- Wipfli LLP (Green Bay, WI)
- …the office will require in-person attendance. Responsibilities Responsibilities: + Communicate with client and firm associate requests in a timely, accurate, ... work in a Wipfli office, from home and at client sites.? The client sites can vary...useful information and patterns to provide support in recommendations Tax Specific: + Prepare individual, business and fiduciary … more
- Wipfli LLP (Milwaukee, WI)
- …opportunity. Responsibilities Responsibilities: + Supervise and mentor insurance tax team members, supporting their professional and technical development. ... + Assist in managing client relationships and supporting business development efforts. + Contribute...growth. + Serve as a technical resource for insurance tax matters, with guidance from senior leaders. + Conduct… more
- US Physical Therapy (Stonington, CT)
- …possible. **Job Description** We are currently hiring a Clinic Support Associate for immediate, long-term employment. Our expectations of a clinic support ... associate is to do any clinic support duties such...customers, co-workers, and management, while calmly and effectively resolving client concerns + Ability to work effectively within a… more
- ABBTECH Professional Resources, Inc. (Olympia, WA)
- **Financial Project Associate ** **Exempt** Embark on a dynamic career with Premier Group Services, Inc., a leading CPA Management and Consulting firm dedicated to ... pride ourselves on delivering unparalleled service quality, coupled with a client -focused approach that ensures responsiveness and lasting relationships. **Join as a… more
- SMBC (Jersey City, NJ)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... Preparation of various month-end reconciliations + Preparation of various tax related reports and work closely with Tax... tax related reports and work closely with Tax dept. to ensure internal / external tax… more
- Wipfli LLP (Minneapolis, MN)
- …the office will require in-person attendance. Responsibilities Responsibilities: + Communicate with client and firm associate requests in a timely, accurate, ... work in a Wipfli office, from home and at client sites. The client sites can vary...services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli… more
- Banc of California (Laguna Hills, CA)
- …excellence. The Branch Manager is responsible for championing an exceptional client experience, ensuring compliance and mitigating risk while partnering with other ... + Engages in organic growth activities through an exceptional client experience. The Branch Manager will actively partner with...+ High School Diploma or equivalent is required + Associate 's degree or higher is preferred + Current California… more
- Wipfli LLP (Milwaukee, WI)
- …generation and development of potential prospects. Upon qualification, identifies correct associate to continue the pursuit and passes the lead/opportunity. + ... knowledge, tailors Wipfli's value proposition and capabilities to the individual client 's business needs. + Tracks activities in CRM and completes administrative… more
- Wipfli LLP (Minneapolis, MN)
- …or in a hybrid environment in the state of MN. About 20% travel to client locations in WI, IL, and/or MN is required. Responsibilities: + Provide pro-active and ... regulatory compliance testing for federal consumer compliance regulations + Lead client engagements and engagement teams as needed Knowledge, Skills and Abilities… more
- Wipfli LLP (Naperville, IL)
- …across the Firm; growing Wipfli's professional services sales into its target client segments and identifying and providing leads to the Firm's industry resources ... the full suite of Wipfli Services based on the needs of the client . Knowledge, Skills and Abilities Required Qualifications: + Bachelor's Degree in Sales, Marketing,… more
- Wipfli LLP (Naperville, IL)
- …worked remotely anywhere in the US. Responsibilities Responsibilities: + Lead client advisory engagements at a CFO-level, delivering strategic financial insights and ... and best practices. + Build and maintain trusted relationships with client executives by understanding their business goals and delivering tailored solutions.… more
- Wipfli LLP (Naperville, IL)
- …+ Prepare and analyze benchmarking data and key performance indicators to support client insights. + Present completed reporting packages and findings to clients as ... Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms. + Provide technical accounting support to clients and their… more
- Wipfli LLP (Milwaukee, WI)
- …Key Responsibilities + Lead consulting engagements by managing multiple client projects simultaneously, ensuring timely delivery and exceptional results. + ... managing budgets, and monitoring progress to keep initiatives aligned with client objectives. + Identify potential risks and implement mitigation strategies to… more
- Wipfli LLP (Milwaukee, WI)
- …for accuracy and facilitate follow-up. + Coordinate project tasks to ensure efficient client workflow. + Prepare and/or review the initial draft of monthly reporting ... + Prepare and finalize month-end close. + Maintain and update the client procedure manual to ensure appropriate process documentation. + Prepare and/or review… more
- Wipfli LLP (Milwaukee, WI)
- …Monitor team activity for accuracy and compliance with internal procedures and client contractual terms. + Serve as the operational point person for billing-related ... timely communication and implementation of changes. + Maintain and update client billing profiles within billing software; identify and implement process… more
- Banc of California (San Luis Obispo, CA)
- …background is required + High School Diploma or equivalent is required + Associate 's degree or higher is preferred + Extensive Treasury Management product knowledge ... and risk controls; ability to manage increased complexity of staff or client relationship management, depending on branch size; review and be knowledgeable of… more
- Wipfli LLP (Chicago, IL)
- …and others outside of Wipfli. They will also mentor Consultant I's and client employees. Responsibilities + Ensure client expectations for time and budget ... and seek opportunities to exceed them. + Plan and deliver work to meet client requirements while integrating project activities with other client initiatives. +… more
- Banc of California (Irvine, CA)
- …supervisor is preferred + High School Diploma or equivalent is required + Associate 's degree or higher strongly preferred + Solid understanding of the operational ... interim manager when needed is required + Manages high quality and friendly client service and adherence to brand standards; excels in abiity to identify… more
- Wipfli LLP (Milwaukee, WI)
- …work remotely anywhere in the US. We are a leading provider of client accounting services in the healthcare industry. We specialize in supporting organizations such ... relationships with our healthcare clients. Responsibilities Responsibilities: + Lead client advisory engagements at a CFO-level, delivering strategic financial… more
