- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Tax Manager at a Private Equity Firm. This is a full-time permanent role ... based in San Francisco with a Hybrid schedule. Our client , a prestigious private equity firm managing...info and immediate consideration. Requirements + 5+ years of tax experience with private equity partnership experience.… 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 (Boston, 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
- Citizens (Osterville, MA)
- …and grows with its clients. As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning and advice to ... development and ongoing practice management support. As a Citizens Private Client Relationship Manager, you will engage...help clients save and grow their assets in a tax -efficient way, manage debt effectively, secure their income 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 ... next right thing, and collaborating with other colleagues. The Private Client Relationship Manager II, along with...help clients save and grow their assets in a tax -efficient way, manage debt effectively, secure their income to… 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
- Fifth Third Bank, NA (Cincinnati, OH)
- …+ Contributes to organization structure, design and talent strategy/icomp planning / client acquisition/onboarding of Private Bank Advisors to continuously ... Third against them; stays current on the legal and tax issues with respect to trusts and estates by...other industry professionals and through internal and external research Client Experience + Delivers on the Private … more
- Robert Half Finance & Accounting (Tampa, FL)
- …technical tax skills to challenging tax engagements. From intricate client transactions like private equity sales and multi-state filings to advanced ... collaborating with a local CPA firm and its managing partner to add a Public Tax Manager...an exceptional landing spot to achieve those goals. Our client is seeking an experienced Public Tax … more
- City National Bank (Los Angeles, CA)
- …to ensure delivery of Investment Policy Statements and ongoing progress on agreed upon client strategies. * Partner with PB teams in business development, on ... in performing financial planning analyses. * Collaborate closely with Tax and Financial Planning team. * Lead region as...of new investment management and trust accounts. * Aid Private Bankers to ensure client 's current goals,… more
- City National Bank (Irvine, CA)
- …to ensure delivery of Investment Policy Statements and ongoing progress on agreed upon client strategies. * Partner with PB teams in business development, on ... in performing financial planning analyses. * Collaborate closely with Tax and Financial Planning team. * Lead region as...of new investment management and trust accounts. * Aid Private Bankers to ensure client 's current goals,… more
- Deloitte (Indianapolis, IN)
- …impact and efficiency within our client 's organization. Our spectrum of business tax services is relevant for public and private companies and range from ... tax consulting and compliance services to a diverse client base in various industry sectors. You will work...disclosures and reporting for SEC filings (if applicable). + Partner with cross-functional teams, including firm and external auditors,… more
- Capital One (Plano, TX)
- Associate, Tax Credit Operations (New Market Tax Credit and Alternative Energy) Are you looking for a challenging role that includes the convenience of working ... one of our Capital One hubs in Charlotte, NC, Plano, TX or Richmond, VA. Tax Credit Operations supports the Capital Markets line of business in the Commercial Bank… more
- Dorsey & Whitney LLP (New York, NY)
- M&A ( Private Equity) Associate or Of Counsel (#927) - New York Dorsey & Whitney LLP is seeking an Associate or Of Counsel with private equity and M&A experience ... for this position will have at least three years of experience advising private equity firms and their portfolio companies in a variety of complex transactions,… more
- UMB Bank (Leawood, KS)
- … Wealth Management, your story is our focus. As the **Associate Managing Partner ,** you will deliver financial advice to Private Wealth Management clients. ... and portfolio managers within the practice. + You will partner with Private Banking team to deliver...client prospects. + You will assist the Managing Partner to develop centers of influence (both internal and… more
- JPMorgan Chase (San Francisco, CA)
- …Engage with JP Morgan Wealth Management (primarily Case Wealth Management) advisors on client engagement efforts. + Partner with Chase Wealth Management advisors ... The Client Specialist is a sophisticated wealth expert that...with bankers you will serve as the lead wealth partner . You will help identify the banker's best wealth… more
- Bank of America (Akron, OH)
- Philanthropic Client Manager Boston, Massachusetts;Akron, Ohio **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... learn, grow, and make an impact. Join us! **Job Description:** Philanthropic Client Managers (PCMs) are experts in the management of philanthropic investment… more
- Southern Glazer's Wine and Spirits (Cerritos, CA)
- …wine and spirits distributor, Southern Glazer's isn't just one of Forbes' Top Private Companies; it's a family-owned business with deep roots dating back to 1933. ... comprehensive medical and prescription drug coverage, dental and vision plans, tax -saving Flexible Spending Accounts, disability coverage, life insurance plans, and… more
- Mizuho Corporate Bank (New York, NY)
- …and accurate manner Major Responsibilities: + Assist with implementation of a client centric approach that focuses on delivering optimal onboarding experience for ... The Client by ensuring all onboarding requirements are met in...to fulfill onboarding requests with all pertinent, available KYC, Tax , Regulatory, Legal, and Credit information + Evaluate onboarding… more
- Citigroup (Miami, FL)
- …our client 's needs and expectations. + Actively supports a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary, capital ... private banking relationships by providing efficient and timely client service and problem resolution + Ensure adherence to...Tax -W8ben/Credit Deficiencies to less than 5% of total client base > 120 days, Zero expired BRM's, Zero… more