- Deloitte (Richmond, VA)
- …FTS-DART group, you will provide tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the ... client , manage the tax engagement team, have access to...Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST… more
- Deloitte (Detroit, MI)
- …group, you will provide federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the ... client , manage the tax engagement team, have access to...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability… more
- Deloitte (Charlotte, NC)
- …and "tax controversy" pique your interest? Do you enjoy developing client relationships and providing federal tax compliance and consulting services to ... federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more
- Citigroup (New York, NY)
- …private equity and real estate opportunities for distribution to Citi Wealth's client base. The position will involve the analysis, diligence, structuring, and ... evergreen fund opportunities to address the needs of our global wealth client base. The position will focus on evergreen (semi-liquid) investment strategies… more
- Publicis Groupe (Chicago, IL)
- …develop future-forward capabilities, and ensure a seamless, connected ecosystem that accelerates client growth. This is a hybrid role out of Chicago requiring 3 ... need for and implementing new systems and automation solutions. ** Client & Stakeholder Collaboration:** + Act as a key... & Stakeholder Collaboration:** + Act as a key advisor to identified clients, providing strategic guidance on ad… more
- JPMorgan Chase (Plano, TX)
- …liaison with internal and external partners and stakeholders to identify new client opportunities. You will be responsible to meeting monthly and annual productions ... business clients through banking, payments, and value-added services. We take a client -first approach in developing solutions that help our more than 5 million… more
- Publicis Groupe (New York, NY)
- …which will include connecting dots across teams, rallying resources, managing client expectations, and ensuring seamless collaboration across agency disciplines. The ... serve our clients' business objectives. The Associate Director is a trusted advisor to clients and key internal leaders, responsible for translating complex branding… more
- Anywhere Real Estate (Milwaukee, WI)
- …analytical expertise with project leadership to optimize processes, enhance client experience, and support organizational transformation. Key Responsibilities + ... and implement systems that ensure compliance and accuracy. + ** Client Engagement:** Serve as the primary financial contact during...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Anywhere Real Estate (Westlake Village, CA)
- …estate laws and regulations. + Maintain accurate records of transactions, client interactions, and financial activities. + Oversee preparation and timely submission ... expenses. **Customer Service** + Deliver exceptional customer service by addressing client concerns promptly and professionally. + Implement feedback mechanisms to… more
- US Bank (Waukesha, WI)
- …to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing and attending to clients' banking needs, ... obtaining and processing client and account information, educating clients on available deposit...US Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for… more
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