- SNI Certes (Minneapolis, MN)
- …services firm in the MSP area who is looking to hire a Tax Manager - Client Relationship to join their team. This can be a fully remote or hybrid ... Perform technical review of complex individual, partnership, S-Corp, Corporate and state tax returns Manage client engagements, risk management, billing and… more
- Creative Financial Staffing (Columbus, OH)
- …to lead and innovate in the world of tax management? We're seeking a dynamic Tax Manager to join our client 's forward-thinking team. This is a full-time ... with an annual salary starting at $110,000. Key Responsibilities: Spearhead the tax department, taking full ownership of operations Engage directly with clients and… more
- Creative Financial Staffing (Winter Park, FL)
- Tax Manager Company Summary: Our client is a...been in business for more than 50 years, our client 's mission is to build a relationship with ... business, providing them with a unique, solid solution. Our client provides a positive work culture and an exceptional...their appreciation for their employees. Job Description As the Tax Manager , you will be a direct… more
- Creative Financial Staffing (San Francisco, CA)
- … Manager - Family Office Clients Responsibilities: Act as point of contact and relationship manager for client , family, and outside service providers. ... Ensure tax compliance (filings, extensions, review of tax returns for client and related entities) for accuracy on material issues. Successfully… more
- Amerant Bank (West Palm Beach, FL)
- …and internal transfer requests. This may include scheduling and coordination of Relationship Manager , Portfolio Officers, and/or other Manager functions ... Client Specialist II position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall...auto debit is set up; b) Ensure real estate tax and insurance escrow (if applicable) is properly set… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …to an integrated group of Wealth Professionals (Wealth Advisors, Portfolio Manager , Relationship Managers, et al.), including training, skill development, ... wealth relationship process is utilized and implemented throughout every client interaction, including the relationship review process, pre-call planning,… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …presentation of credit package.Provide support to Commercial Lending Teams and the Relationship Manager as needed.Work closely with the Loan Documentation team ... commercial loan underwriting and analysis, including the review and interpretation of client financial statements and tax returns, review and understanding of… more
- eXcell (Rio Rancho, NM)
- …to clients for asset collection Pulling new orders that come in on Service manager (ticketing system) Updating the client ticketing system and database Scrapping ... At eXcell, you're more than just a number. Our employee relationship managers support you throughout your engagement, providing career guidance and reemployment… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …in business credit underwriting and analysis, including the review and interpretation of client financial statements and tax returns, review and understanding of ... packages, while also working in conjunction with Small Business support staff and relationship managers to assess new opportunities and to ensure that existing loan… more
- Creative Financial Staffing (Mountain View, CA)
- …up new accounts for service. KEY DIMENSIONS Act as primary point of contact and relationship manager for client , family and outside service providers Deliver ... Director or Manager to possible leads for cross-selling and for client asset protection issues. Downloading data from brokerage, bank and credit card accounts… more
- Creative Financial Staffing (Houston, TX)
- …pooling exercises, as well as monthly cash flow forecast. In coordination with Group Tax and Regional Tax Manager , ensure legal/statutory compliance of all ... financial integration of new territories. About the Organization: Our client has been in business for over 25 years...entities within the Region from a tax filing submission requirement. Continuously review work processes to… more
- VNS Health (Manhattan, NY)
- …WorkStart Date: ASAPDuration: OngoingEmployment Type: StaffConducts assessments and develops client /member centered plans of care. Provides coordination of services ... communication between all providers for the ultimate benefit of the client /member. Works under general direction. What We ProvideReferral bonus opportunities… more
- Bank of America (New York, NY)
- Private Wealth Market Client Relationship Manager New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... driven, resilient, results focused and effective. **Job Description:** The **Private Wealth Market Client Relationship Manager ** (PWCRM) is a direct report… more
- Bank of America (Milwaukee, WI)
- Merrill Market Client Relationship Manager Milwaukee, Wisconsin **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report… more
- Citizens (Massillon, OH)
- Description Private Client Relationship Manager - Alliance OH Hubbed Circuit: At Citizens, tailored advice, personalized experiences, and innovative ideas, ... and ongoing practice management support. As a Citizens Private Client Relationship Manager , you will...help clients save and grow their assets in a tax -efficient way, manage debt effectively, secure their income to… more
- Bank of America (Albuquerque, NM)
- Merrill Associate Client Relationship Manager Albuquerque, New Mexico **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... culture driven, resilient, results focused and effective. **Position Overview:** The **Associate Client Relationship Manager (ACRM)** supports the Firms… more
- Bank of America (Florham Park, NJ)
- Merrill Market Client Relationship Manager Florham Park, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help make ... growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report… more
- Bank of America (Cincinnati, OH)
- Merrill Market Client Relationship Manager Cincinnati, Ohio;Miamisburg, Ohio **Job Description:** Merrill Wealth Management is a leading provider of ... is culture driven, resilient, results focused and effective **Position Overview:** The **Market Client Relationship Manager (MCRM)** is a direct report to… more
- Citizens (Naples, FL)
- …goals. As part of the Core Banking Division, the primary objective of a Private Client Relationship Manager II will engage directly with our affluent and ... right thing, and collaborating with other colleagues. The Private Client Relationship Manager II, along...help clients save and grow their assets in a tax -efficient way, manage debt effectively, secure their income to… more
- Grant Thornton LLP (New York, NY)
- …or audit support) projects. The Corporate Tax Solutions Family generally has the primary tax relationship with the client , and you will help with the ... Grant Thornton is seeking a Corporate Tax Manager to join our team... tax authorities + Maintaining a good working relationship with clients and working effectively with client… more
