- CBIZ, Inc. (New York, NY)
- …CBIZ CPAs operates under its previous name, Mayer Hoffman McCann PC We're hiring for a Tax Director - Private Client Services (PCS) for our New York City ... office. The Private Client Services (PCS) Tax ...proposes potential solutions through research and collaboration with Engagement Partner Reviews tax procedures, engagement workpapers and… more
- State Street Corporation (Boston, MA)
- …value Ensuring compliance with legal documents Maintaining working relationship with all client contacts, auditors, tax , lawyers and banking personnel Education ... Who we are looking for A leader within the Private Credit Fund Services business unit of the State Street Alternative Investment Services Group. We are a team of… more
- SS&C Technologies (Chicago, IL)
- …and explore new business opportunities targeted at Asset Management prospects Develop client opportunities and build relationships Create RFPs Partner subject ... trading, we offer: *Middle office, accounting and management products Tax services for hedge funds, fund of funds and... services for hedge funds, fund of funds and private equity funds Derivatives processing, valuations agent, syndicated bank… more
- Emerald Resource Group (Cleveland, OH)
- …or Digital Assets. Your responsibilities will include collaborating with the engagement Partner , Senior, and Staff to ensure client expectations and deliverables ... Job Title: Assurance Manager - Private Funds Position Overview: We are seeking a...Partner , Senior, and Staff to comprehend and meet client expectations and deliverables. Conduct audit engagements for financial… more
- Capital Group (Los Angeles, CA)
- …alternatives investment strategies and results. You'll help to develop asset allocation guidance. You'll partner with Private Client Operations and PCS IT to ... CAIA, and/or CPWA, or similar designations. You are a credible and collaborative thought- partner for Private Wealth Advisors, Client Relationship Teams, and… more
- MaloneBailey LLP (Houston, TX)
- Job Title: Tax Senior Reports to: Tax Partner and Tax Manager Job Summary: The Tax Senior participates in and leads staff on tax engagements. The ... Tax Senior will prepare US corporation, partnership, and individual tax returns. Salary Range and Benefits: Commensurate with experience, standard firm benefits… more
- Brown Advisory Incorporated (Baltimore, MD)
- …members across the organization as well as our clients. Duties/Responsibilities of Position: Partner with the Director of Tax to advise relevant stakeholders of ... service providers and accounts payable team. Track and timely address federal and state tax notices Work with the client service teams to ensure maintenance of… more
- BDO USA (Fort Lauderdale, FL)
- … tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex ... as either a final or secondary reviewer under the partner . Finally, the Tax Managing Director actively...tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards,… more
- Catalyst Labs (Menlo Park, CA)
- …within one or two concentrations such as, corporate, partnership, international, private client , M&A, digital assets, Transfereeetc. Exposure to specialized ... Experience in managing and mentoring junior staff, as well as leading client -facing engagements. Familiarity with tax planning strategies, entity structuring,… more
- Jordan Park Group (Portsmouth, NH)
- …optimal outcomes. Our mission is to enhance lives and legacies. Vice President, Client Reporting Portsmouth, New Hampshire We are looking for an exceptional Vice ... President, Client Reporting in our San Francisco, CA or Portsmouth,...Oversee the reconciliation and data integrity across multiple platforms Partner with Technology and internal business partners to define… more
- Innova solutions (New York, NY)
- …Negotiation Team and Operations. Submit requests for all account opening / new client onboarding requests. Partner with Sales, Relationship Managers, clients, or ... A client of Innova Solutions is looking for a...hand-off to Operations and Negotiation teams (eg, organizational documents, Tax forms, etc.) Act as a central point of… more
- iCapital (New York, NY)
- …asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services, approximately $236 ... billion in global client assets invested in 1,940 funds, as of May...and accurate reporting on award status, vesting progress, and tax implications. Serve as the subject matter expert for… more
- Crowe LLP (Fort Lauderdale, FL)
- …through innovation has been a core part of our DNA across our audit, tax , and consulting groups. That's why we continuously invest in innovative ideas, such as ... We are looking for future leaders, which means a partner career path or growth opportunities . Are you...team, this is what your work includes: Responsibility of client relationships with a variety of clients to build… more
- TEKsystems (Detroit, MI)
- …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 ... who fail to maintain these standards Skills Default Servicing, Loan Claim Filing, Private Investor Claims, Default Claims, MSP, ms excel, FHA, FNMA, Private … more
- Edgewater Technical Associates (Ogden, UT)
- …Description: This position will support the Engineering, Procurement, and Construction (EPC) partner on the Northrop Grumman team to deliver the Sentinel Program, ... independently and collaboratively with other engineering disciplines, construction, and the client . Modeling of piping, HVAC, and Mechanical equipment in a… more
- Computershare (North Palm Beach, FL)
- …competent extension of their team. Our Compliance & Document Specialist team partner with internal Account Managers, Secretaries of State and additional external ... will have the ability to work collaboratively with various stakeholders to achieve client success. Other key skills required for the role include: Completion of High… more
- Cherry Bekaert (Fort Lauderdale, FL)
- …grow and lead our $18m South Florida tax practice and be a service partner to their own client base. Relocation assistance may be provided and limited travel ... Today_ , we have an opportunity for an experienced tax partner looking to make an impact... tax and consulting services/projects to an existing client base. Industry experience in Real Estate, Private… more
- Cherry Bekaert (Waltham, MA)
- …industry-aligned, and focused on the middle market. As our firm expands, we're currently seeking a Tax Partner to be a growth engine for our Boston Tax ... practice focused on tax compliance and tax provision outsourcing for middle-market, private equity...backed and public companies. We're looking for a results-driven partner who will contribute to expanding the practice by… more
- Cherry Bekaert (Austin, TX)
- …market. As our firm expands, we have an opportunity for an experienced and dynamic ** Tax Partner ** ** ** to join our growing Tax Practice ... Industrial Manufacturing (https://www.cbh.com/industries/manufacturing-consumer-goods/industrial-manufacturing/) , and/or Private Equity (https://www.cbh.com/industries/ private -equity/) clients is a plus. + Exceptional client… more
- Truist (Paramus, NJ)
- …the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering ... determine which financial strategies and solutions best meet the client 's needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a...best interests. 4. Utilize a consultative sales process to partner with clients to review investment plans on a… more
