- Cherry Bekaert (Cincinnati, OH)
- …with timely status updates and communicate and involve the partner in the resolution of client service , tax or accounting problems/issues as they arise. + ... and create your future, you belong with us. The Private Client Services (PCS) practice provides exceptional...related or subject matter), with a large percentage of client service towards clients covered by this… more
- KPMG (Atlanta, GA)
- **Business Title:** Tax Associate, Global Executive & Private Client Group | Atlanta Fall 2024 **Requisition Number:** 112182 - 28 **Function:** Tax ... Tax Associate for our Global Executive & Private Client Group practice in Tax...business environment a plus + Able to analyze basic tax and accounting information + Demonstrated quality service… more
- Morgan Stanley (New York, NY)
- …Morgan Stanley Fund Services is seeking a tax senior manager to service hedge fund, private equity and family office clients. The position requires ... relationships * Develop and maintain strong relationships with client tax preparers * Assist with additional...with 15 years of multi-asset class Hedge Fund and Private Equity tax experience. CPA preferred. Family… more
- KPMG (Harrisburg, PA)
- …/en/index.html) practice. Responsibilities: + Advise clients and be accountable for delivering high quality tax service and play a key role in growing KPMG's ... **Business Title:** Senior Manager, Business Tax Services - Private Company **Requisition...with key targets + Experience leading multiple engagements and client service teams as well as developing… more
- Morgan Stanley (New York, NY)
- …Morgan Stanley Fund Services is seeking a tax senior manager to service hedge fund, private equity and family office clients. The position requires ... knowledge in the hedge fund, family office and private equity areas. _Principal Duties_: Supervise Tax ...will assist in providing reports and working papers to client tax preparers. Job responsibilities include also… more
- KPMG (Pittsburgh, PA)
- …activities external to the firm; including identifying and pursuing new potential client service opportunities by collaborating with KPMGs Audit and Advisory ... **Business Title:** Tax Manager / Senior Manager Private ...with that list + Experience leading multiple engagements and client service teams as well as developing… more
- Grant Thornton LLP (Reno, NV)
- …return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day one, you'll ... As the Private Wealth Services Tax Director, you'll...and tax accounting/technology skills You have exceptional client service and communication skills with a… more
- Grant Thornton LLP (Charlotte, NC)
- …return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day one, you'll ... As the Private Wealth Services Tax Manager, you'll...multiple client service teams on client engagements; plan, execute, direct, and complete tax… more
- KPMG (Philadelphia, PA)
- … tax compliance and advisory services to owners and senior executives of KPMGs private client base which focuses on ultra-high net worth individual, trust and ... Advise clients and be responsible for delivering high quality tax service and advice + Participate in...planning experience is a plus + Experience managing multiple client engagements and client service … more
- KPMG (Dallas, TX)
- …client relationships + Advise clients and be accountable for delivering high quality tax service and advice + Manage risk and financial performance of ... **Business Title:** Tax Manager, Alternative Investment Partnerships (Hedge Fund/ Private...high net-worth individuals and families + Experience managing multiple client engagements and client service … more
- Commerce Bank (Kansas City, MO)
- …Banking Award for the Midwest Region. Commerce Trust administers over $57 billion in total client assets. The Private Client Advisor "PCA" is accountable for ... required + 15+ years of experience providing high level client service in a similar role with...some roles. This compensation range is for the Senior Private Client Advisor job and contemplates a… more
- Commerce Bank (St. Louis, MO)
- …administers over $57 billion in total client assets. About This Job The Private Client Advisor "PCA" is accountable for the delivery of comprehensive advice ... required + 5+ years of experience providing high level client service in a similar role with...for some roles. This compensation range is for the Private Client Advisor II, III & Senior… more
- Citizens (Manchester, NH)
- …stands and grows with its clients. Within Citizens Wealth Management, Citizens Private Client provides personalized, world class financial planning and advice ... coaching, professional development and ongoing practice management support. As a Citizens Private Client Relationship Manager, you will engage directly with our… more
- Commerce Bank (Leawood, KS)
- …goals. Commerce Trust is a division of Commerce Bank. About This Job The Private Client Advisor "PCA" is accountable for the delivery of comprehensive advice ... of wealth management services including financial planning, estate and tax planning, investment management, private banking and...required + 15+ years of experience providing high level client service in a similar role with… more
- KPMG (Short Hills, NJ)
- **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition Number:** 110044 - 61 **Function:** Tax Services **Area of ... firm. KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate to...a consistent high level customer experience, and ensuring pre-established client service level agreements are satisfied +… more
- Citizens (Newark, NJ)
- Description The Private Client Wealth Advisor thrives in a culture defined by a shared vision of always placing client interests first while coaching and ... developing self and others. The Private Client Wealth Advisor understands financial planning...-Always focus on doing the right thing for clients CLIENT SERVICE -Extensive and meaningful activity and… more
- Bankers Trust (Phoenix, AZ)
- Private Client Wealth Advisor III Location Phoenix, AZ # of openings 1 Apply Now ... by readers of the Business Record. Job Summary: The Private Client Wealth Advisor III will work...of consultative and advice driven sales; manages execution of client service standards to develop and retain… more
- KPMG (Seattle, WA)
- …and lead multiple engagements, play a positive role in well-functioning and collegial client service teams, supervise, and assist with the development and ... of new and experienced staff professionals, maintain professionalism, and provide excellent client service + Manage risk and financial performance of… more
- KPMG (Atlanta, GA)
- … client relationships by advising them and being responsible for delivering high quality tax service and advice + Work as part of a cross-functional account ... Advise clients and be responsible for delivering high quality tax service and advice + Participate in...to articulate complex financial information and experience managing multiple client engagements and client service … more
- KPMG (Boston, MA)
- …the ability to articulate complex tax content; experience managing multiple client engagements and client service teams Additional Qualifications for ... estate investment funds and REITs + Direct teams of tax professionals/assistants working on client projects +...Advise clients and be accountable for delivering high quality tax service and advice + Provide support… more