- Creative Financial Staffing (Parsippany-Troy Hills, NJ)
- …Develop, supervise and mentor members of the Private Client Service / Estate and Trust team Coordinating tax compliance and planning responsibilities ... Our client is a multi-disciplinary accounting, tax ,... Partner would include: Be a leader within the Private Client Service / Estate...include: Be a leader within the Private Client Service / Estate and Trust practice… more
- CohnReznick LLP (Los Angeles, CA)
- … Manager to join the team in our Los Angeles or Woodland Hills office on our Private Client Service team in a Hybrid or Virtual capacity. YOUR TEAM:This ... position is rooted within the Private Client Services practice with a focus on tax services. We work with clients to help them achieve their goals around… more
- CohnReznick LLP (Los Angeles, CA)
- … experience in a public accounting firmReal Estate Industry experience preferredExceptional client service and communication skills with a demonstrated ability ... to develop and maintain outstanding client relationshipsStrong tax research and writing skillsProven technical skills with MS Office to include Excel, Word,… more
- CohnReznick LLP (Denver, CO)
- …an exciting career opportunity for a Tax Senior Associate to join our Private Client Service group located in our Denver Office.YOUR TEAM.This position ... is rooted within the Private Client Services practice with a focus on tax services. We work with clients to help them achieve their goals around complex… more
- WSFS Bank (Berwyn, PA)
- …self-motivated, and able to work with minimal supervisionSuperior interpersonal, organizational, and client service skills Must have excellent written and oral ... Trust and brokerage servicesCall on prospective clients, as well as medical, legal, tax and other professional service providers to develop new relationships,… more
- CohnReznick LLP (Los Angeles, CA)
- …industry and service line team members to deliver outstanding technical and client service . Located in almost every financial center across the United ... Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything...team, you'll work with some of the nation's leading private equity, venture capital, hedge, real estate, cannabis, … more
- Creative Financial Staffing (Guaynabo, PR)
- …its Federal, State and Local Tax , International Tax , Strategic Federal Tax , and Private Wealth Service lines. ESSENTIAL DUTIES AND RESPONSIBILITIES ... As a Tax Associate your primary responsibilities will consist of...carrying out other projects as assigned Collaboratively working with client team members while building rapport and strong … more
- Fidelity TalentSource LLC (Newport Beach, CA)
- …relationshipYour subject matter expertise will be used to address unique and complex client service requestsYour appreciation for working in a dynamic and ... Job Description:Wealth Management Planning ConsultantFor you, client interactions aren t just transactions. They re...Your RoleYou are providing the highest level of customer service to Fidelity s most sophisticated and most valued… more
- Fidelity TalentSource LLC (Durham, NC)
- …thought leader, spokesperson, influencer and champion of smart tax -advantaged giving strategies. Responsibilities:Strategic Business Leadership:\u00B7 Form strong ... partnerships throughout the Fidelity enterprise and the industry\u00B7 In partnership with Service Delivery, craft and deliver an end-to-end advisor service … more
- CohnReznick LLP (New York, NY)
- …and PCAOB rules and standardsBachelor's Degree required CPA licensure requiredExceptional client service and communication skillsStrong leadership and mentoring ... Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We… more
- Critical Connection, inc (Salinas, CA)
- …(OT) organizes, creates, and executes occupational therapy programs tailored to each client 's needs. He/she encourages client participation in tasks and ... license, or pending, in the state BENEFITS:*Competitive compensation and personalized service *100% Medical and Dental coverage from your first day of… more
- Creative Financial Staffing (New York, NY)
- Controller About the firm: Our client is one of the leading Private Schools in the country. They were founded over 150 years ago and service Kindergarten ... of the accounting and finance staff. Ensure all federal, state and local tax requirements are met. 990 filings, 5500 filings Oversight of surveys, compliance… more
- 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 Intern, Global Executive & Private Client Group | Multiple Locations Winter 2025 **Requisition Number:** 108975 - 28 **Function:** ... Tax Intern 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
- 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 (Philadelphia, PA)
- …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 (Pittsburgh, PA)
- … tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net worth individual, trust and ... **Business Title:** Senior Manager, Business Tax Services - Private Clients and...with key targets + Experience leading multiple engagements and client service teams as well as developing… more
