• KPMG (Dallas, TX)
    …practice. Responsibilities: Serve as the trusted advisor to family offices on strategic , operational, and financial matters Direct tax compliance and consulting ... an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's… more
    Upward (07/14/25)
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  • Elite Sourcing (Hamilton, OH)
    …To: Director/CEO Position Summary: We are seeking an experienced and strategic Senior Tax Manager to lead our client 's corporate tax function in Ohio. ... state levels, especially as it pertains to Ohio business operations . Provide guidance on tax implications of...to Ohio business operations . Provide guidance on tax implications of mergers, acquisitions, restructuring, and other corporate… more
    Upward (07/18/25)
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  • ApTask (South Jordan, UT)
    …and engaging in philanthropic activities. Rate Range: $21-$23.37/Hr Job Description: The US Tax Operations team handles all reporting obligations for the Firms ... About Client : Client is a global financial...assets held in MS Wealth Management customer accounts. The Tax teams work closely with cross-organizational operations more
    Upward (07/15/25)
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  • Jordan Park Group (Portsmouth, NH)
    …scale as we continue to grow. This role will report directly to the Head of Operations . About the Role The Vice President, Client Reporting role is for an ... experienced, engaging, and strategic leader responsible for the firm's Client ...Experience building out and leading teams Expertise in end-to-end client reporting, including implementations, operations , training, methodology,… more
    Upward (06/26/25)
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  • Macpower Digital Assets Edge (Charlotte, NC)
    …are highly beneficial, but not essential. Demonstrated experience working with Accounting, Tax , Credit, Operations or Documentation functions in the Leasing / ... JOB SUMMARY: Provides analytical support to Global Leasing client teams (including Global Vendor Finance) throughout the...and be point of contact for Credit, Risk, Finance, Tax , and Operations on economic/ tax /… more
    Upward (07/03/25)
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  • Ascend Partner Firms (Leawood, KS)
    …storage and accurate record-keeping. Document Management Receive, organize, and manage client documents ( tax forms, engagement letters, etc.). Maintain and ... located in Leawood, Kansas. We provide advisory services, including tax , accounting, part-time CFO, and business formation services. At...the community. In October 2023, GG Advisors made the strategic decision to join Ascend to usher in our… more
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  • iCapital (New York, NY)
    …for their high-net-worth clients. iCapital services, approximately $236 billion in global client assets invested in 1,940 funds, as of May 2025. iCapital has ... the Role iCapital is looking to hire a Vice President of Global Equity Operations and Financial Wellness to oversee the management and execution of global retirement… more
    Upward (07/19/25)
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  • TEKsystems (Phoenix, AZ)
    …non claimable to maximize reimbursement on behalf of the servicer and/or client *Files respective investor/insurer initial and final claims based on the respective ... & vision *Critical Illness, Accident, and Hospital *401(k) Retirement Plan - Pre- tax and Roth post- tax contributions available *Life Insurance (Voluntary Life… more
    Upward (07/23/25)
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  • Insight Global (West Hollywood, CA)
    Seeking a highly organized and proactive professional to oversee financial operations and reporting for client entities within a dynamic family office ... This role involves managing accounting systems, ensuring GAAP compliance, and driving strategic financial planning and risk assessment. The ideal candidate will lead… more
    Upward (07/24/25)
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  • ION Group (Houston, TX)
    …design, implementation, testing, and production support of the Product solution for the client 's business needs. Present the Product solution to client users. ... (reports, plugins, and interfaces) as directed by Product Manager Consult with client users to determine business requirements and work processes to be addressed… more
    Upward (07/14/25)
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  • Trimble (Princeton, NJ)
    …Degree or 5+ years' of progressive experience in customer success, account management, customer operations , client services or program management in a client ... customer and Trimble Transportation. Responsibilities include: Establish proactive and strategic relationships with customers to understand, document and align … more
    Upward (07/11/25)
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  • PayIt (Cleveland, OH)
    …Prospecting and Pipeline Building, Opportunity Execution, Competing, Negotiating and Closing, Strategic Account Planning with Client Success Managers, Networking ... transact with government, improving the customer experience and helping our client agencies more efficiently and effectively achieve their missions. Our… more
    Upward (06/27/25)
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  • Ascension Global Staffing & Executive Search (Miami, FL)
    …seeking for a Chief Financial Officer who will oversee all aspects of our client 's firm's financial strategy, operations , and performance. Reporting to the Chief ... committees-including Audit, Budget, and Distribution-to ensure financial health and strategic growth. Key Responsibilities Oversee the preparation and delivery of… more
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  • Voxel (Chicago, IL)
    …We Voxel is building the future of Computer Vision and Machine Learning for operations , risk, and safety. We use computer vision and AI to enable existing security ... This role will play a critical part in expanding our presence within operations and safety departments at Fortune 500 companies. The ideal candidate thrives in… more
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  • TEKsystems (St. Louis, MO)
    …financial advice, and promote banking products and services. Key Responsibilities: Client Support: Answer inbound calls and assist with account inquiries, ... transactions, and digital banking tools. Engagement: Build strong client relationships through meaningful conversations and personalized service. Problem Solving:… more
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  • Obra Capital, Inc. (New York, NY)
    …will work and collaborate with various departments within the firm, including Operations , Investor Relations, Management Reporting, Tax , and Legal and ... reporting, and firm level reporting Liaise with various internal teams including Operations , Investor Relations, Management Reporting, Tax , and Legal and… more
    Upward (06/25/25)
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  • Consultative Search Group (Los Angeles, CA)
    client distribution, staff performance, and internal processes. Coordinate with the tax department on client tax matters. Other related duties ... term financial projections. Monitor and direct the implementation of strategic business plans. Manage cash flow between client...to the tax department to create annual tax projections. OPERATIONS Participate in key decisions… more
    Upward (07/05/25)
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  • Vaco (New York, NY)
    Client : Investment Firm Role: Senior Accountant Salary Range: $95,000 - $120,000 with bonus 4 days a week onsite Remote on Fridays Location: Manhattan, NYC CPA ... preferred but open to candidates from industry (audit and/or tax ,) About the Role: We are seeking a proactive...4 foundation to lead key areas of our financial operations . This role offers the opportunity to take ownership… more
    Upward (07/12/25)
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  • Cordia Resources by Cherry Bekaert (Reston, VA)
    …Accountant, you will play a crucial role in managing and overseeing the financial operations of our client . Your responsibilities will include: Handling the full ... Preparing monthly financial statements and reports in compliance with GAAP. Conducting tax planning and filing, ensuring timely and accurate submission of all… more
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  • Societe Generale (Jersey City, NJ)
    …Business Units, Service Units and General Management with financial and strategic steering, effectively scrutinize business plans, and offering good advice on ... areas of the industry by providing expertise on accounting, prudential and tax norms while ensuring compliance. SKILLS AND QUALIFICATIONS: Knowledge of broker dealer… more
    Upward (07/17/25)
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