- Robert Half Finance & Accounting (Atlanta, GA)
- …a key role in guiding complex tax preparation and review engagements spanning high net worth individuals, partnerships, corporations, and estates/trusts. Key ... Description TAX MANAGER (CPA) - Public Accounting Practice Recruiting on...diverse clients. + Organize supporting work papers and maintain high standards in documentation. + Collaborate within the team… more
- Zions Bancorporation (Las Vegas, NV)
- …client inquires. **_Responsibilities:_** + Manage and support client investment portfolios for high - net worth individual and institutional clients. + Ensure ... as a collection of great banks under local brands and management teams in high -growth western markets. Zions is regularly recognized by _American Banker as_ one of… more
- Cherry Bekaert (Fort Lauderdale, FL)
- …Solve problems for clients in industries such as real estate, professional services, and high net worth individuals + Manage engagements and provide ... Our **Core Tax Services (https://www.cbh.com/services/tax/)** team is seeking a **Tax Manager ** to support any of our locations. The successful candidate will… more
- Cherry Bekaert (Raleigh, NC)
- …middle-market clients in industries such as manufacturing, real estate, professional services, and high net worth individuals + Manage engagements and ... Our **Core Tax Services (https://www.cbh.com/services/tax/)** team is seeking a **Senior Tax Manager ** to support our Raleigh, NC market on a hybrid schedule… more
- Cherry Bekaert (Rockville, MD)
- …of complex individual and partnership returns + Build and serving our partnerships and high net - worth individuals with estate, gift and trust tax planning ... services to our clients for over 75 years. We are seeking a **Tax Manager ** to support our Washington, DC Metro market. The successful candidate will manage the… more
- Charles Schwab (Lone Tree, CO)
- …that continuously challenges the status quo, positioning Schwab as a leader in the Ultra High Net Worth (UHNW), clients with more than $10M in assets. ... Director of SPWS Client Experience within SPWS, the Senior Manager role is charged with delivering thoughtful, insightful, ...Manager role is charged with delivering thoughtful, insightful, high impact contributions across a range of " high… more
- World Insurance Associates, LLC. (Woonsocket, RI)
- …degree or equivalent work experience, preferred + 3-7 years minimum Personal Lines High Net Worth Account Management experience required + Property ... management and retention Essential Duties and Responsibilities + Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required… more
- KeyBank (Southfield, MI)
- …to execute and advise on the client's needs. The RM is responsible for serving high - net - worth clients in their existing book as well as collaborating with ... through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the… more
- KeyBank (Canton, OH)
- …team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating ... through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the… more
- PennyMac (Plano, TX)
- …of FNMA/FHLMC, FHA, and VA program guidelines. + Experience analyzing financial statements for high net worth borrowers + A thorough understanding of cash ... homeownership through the complete mortgage journey. A Typical Day The Underwriter Manager is responsible for managing and supporting the underwriting function in… more