- Vaco (Los Angeles, CA)
- …desired. + 5 to 7 years' selling accounting/financial project solutions or comparable client relations experience in audit, tax , and/or public accounting. + ... (Category: 500+ Employees) + An Inc. 5000 fastest growing private company in America every year since 2007! **A...since 2007! **A Day in the Life** Your CFO client just called. Her accounting department could really use… more
- Vaco (San Diego, CA)
- …by Staffing Industry Analysts (Category: 500+ Employees) + An Inc. 5000 fastest growing private company in America every year since 2007 **A Day in the Life** Our ... CFO client just called. Her VP of Accounting just gave...manager with a strong regulatory background. As an Associate Director , you will work in a multi-faceted role, recruiting… more
- Wipfli LLP (Radnor, PA)
- …career-defining opportunity. Job Summary: Under the direction of the Senior Manager, Director , and Partner leading the respective service area, region, or industry, ... developing cybersecurity and IT infrastructure solutions that align with client needs. Responsibilities Essential Responsibilities: + Drive business development… more
- Wipfli LLP (Milwaukee, WI)
- …opportunity. Responsibilities Under the direction of a Manager, Senior Manager, or Director , the Senior Consultant will develop and deliver solutions for clients ... a CRM ecosystem. Essential Responsibilities + Lead and manage client projects through all phases of the project lifecycle:...years of experience in a professional services firm or private industry focused on technical solutions. + 4+ years… more
- Wipfli LLP (Milwaukee, WI)
- …opportunity. Responsibilities Under the direction of a Manager, or Senior Manager/ Director , the Senior Consultant will develop and provide solutions for clients ... Implementation Consultant will play a key role in our national-based client support with both small- and large-scale implementations. Essential Responsibilities: +… more
- Grant Thornton (Philadelphia, PA)
- As the Private Wealth Services Tax Managing Director , you'll lead all aspects of client relationships including matters related to tax reporting ... a team of tax professionals to deliver tax services to clients associated with the Private...efforts of multiple client services teams on client engagements; plan, execute, direct, and complete tax… more
- Commerce Bank (St. Louis, MO)
- …estimate of the compensation range for some roles. This compensation range is for the Director , Private Client Sales job and contemplates a wide range of ... provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration… more
- PrincePerelson & Associates (Salt Lake City, UT)
- **Managing Director , Private Wealth Advisor** Salt Lake City, UT - flexible, hybrid work schedule Our client , a leading investment firm, is searching for a ... talented and experienced Managing Director , Private Wealth Advisor to join a...UHNW clients, offering an exceptional experience to deepen existing client relationships, cultivate new opportunities and increase the growth… more
- JPMorgan Chase (Summit, NJ)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and are looking to constantly ... goals. In addition, you will be an internal and client facing advocate for the use our Wealth Strategy...Wealth Strategy Engagement Model and all Advice capabilities the Private Bank offers. **Job Responsibilities** + Provide unbiased, customized… more
- Robert Half Finance & Accounting (Washington, DC)
- Description Our client , a prestigious and well established global investment firm, is searching for their new Tax Manager. This high profile Tax Manager role ... firmwide tax compliance, planning and strategy. The Tax Manager will support the key executives of the...bring value and their mark to the firm. Our client will be offering a competitive salary with other… more
- JPMorgan Chase (Charlotte, NC)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and are looking to constantly ... next level. As a Wealth Advisor in the US Private Bank, you will help ensure that our clients'...you will help ensure that our clients' estate, income, tax , philanthropic, and other planning needs are identified and… more
- Bank of America (Atlanta, GA)
- Private Wealth Client Relationship Manager Atlanta, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Atlanta/ Private -Wealth- Client -Relationship-Manager\_25038867) **Job Description:** Merrill Wealth Management is… more
- Grant Thornton (Hartford, CT)
- Grant Thornton is seeking a Private Equity Client Relationship Executive ( Director ) to join the team in New York, NY. About the Role : Private Equity ... client relationship executives (PE CREs) sell Grant Thornton tax , audit and advisory services to clients and prospects...clients and prospects in our target markets. This includes Private Equity firms with $500M-20B in assets under management… more
- MetLife (Bridgewater, NJ)
- …Opportunity We are seeking a motivated individual to join the leadership team as the Director of Client Services for RIS Life Products. On a day-to-day basis, ... will be responsible for the service delivery for complex private placement corporate owned life insurance plans managed by...onboard, service, and support clients, including matter related to tax and insurance law. * Oversee client … more
- Grant Thornton (New York, NY)
- Grant Thornton is seeking a Client Relationship Executive ( Director ) to join the team in New York, NY. Position Summary: The Client Relationship Executive ... and C-Suite executives. + Identify key decision makers at client and prospect organizations at the C-Suite and Board...existing network of Boards of Directors, C-Suite Officers, and private investors. + Over 10 years of business development/sales… more
- KeyBank (Hartford, CT)
- …to determine duties and responsibilities of bank and to provide well-coordinated estate, tax and financial planning alternatives to meet client 's needs + ... as trustee + Identifies a potential trust and estate tax -related issues and works with the client ...issues + Work closely with Sales Leader, Regional Trust Director and local team members on pricing, client… more
- University of Pennsylvania (Philadelphia, PA)
- University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. ... and resources, and much more. Posted Job Title Assistant Director of Venue Sales Job Profile Title Associate ...key role in driving revenue growth and ensuring exceptional client experiences across PLA's venues. With a strong focus… more
- Insight Global (Morristown, VT)
- … tax returns. They will also provide back up support and report into the Director of Tax Services. This role requires (ideally) on site 4x a week from ... Job Description A client of Insight Global is looking to hire a Tax Accountant to join an established accounting firm in Morrisville, VT. This individual is… more
- Scotiabank (New York, NY)
- …to manage client relationships in the United States. The Associate Director will also be responsible for handling certain credit related activities, including ... Associate Director , US Corporate Banking Origination, (Consumer, Industrial, Retail)...as preparing pre-meeting analysis, marketing materials, post-meeting analysis and client follow up within the Consumer, Industrial and Retail… more
- Cherry Bekaert (Atlanta, GA)
- …structured environment with robust sales resources? At Cherry Bekaert, a leading assurance, tax , and advisory firm, we are expanding our Advisory practice due to ... a dynamic individual to fill the newly established role of CFO Advisory Director , Head of Performance Measurement & Management FP&A Advisory. **As a CFO Advisory… more
