- Umpqua Bank (Seattle, WA)
- Sr Private Bank Relationship Manager Wealth Management Seattle, Washington Seattle, Washington Seattle, Washington Seattle, Washington **Description** **About ... to establish, maintain, and build relationships with high-net-worth clients. Manages client relationships, monitors credit quality of loans and manages multifaceted… more
- ADP (NC)
- …truly values your contributions, and in return, rewards you handsomely. Major Accounts Private Equity District Manager trainee As a Major Accounts Private ... cultivate new business opportunities by driving strategic HCM initiatives within Private Equity Firms and their portfolio companies. Identifying and gaining access… more
- Bober Markey Fedorovich (Akron, OH)
- …accounting and advisory firms with a long history of serving leading public and private organizations in Northeast Ohio, and was recently recognized as a 2024 Top ... to partner potential! - providing oversight and management of client engagements. The ideal candidate will possess a broad...with and for clients on a broad range of tax matters and advice, as well as experience identifying… more
- ADP (Pleasanton, CA)
- …that truly values your contributions, and in return, rewards you handsomely. **Major Accounts Private Equity District Manager :** As a Major Accounts Private ... cultivate new business opportunities by driving strategic HCM initiatives within Private Equity Firms and their portfolio companies. Identifying and gaining access… more
- Bank of America (San Francisco, CA)
- Private Wealth Relationship Manager (FP) San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/ Private -Wealth-Relationship- Manager --FP-\_25025589-2) **Job Description:** Merrill Wealth Management is… more
- JPMorgan Chase (New York, NY)
- **Job Posting: Grants Manager - Private Foundations Services Team** **About Us:** The Private Foundations Services Team (PFS) at JP Morgan Private Bank ... partners with foundation principals and decision-makers to preserve favorable tax status and manage administrative responsibilities. Our team, with decades of… more
- Robert Half Finance & Accounting (Monroe, NJ)
- …Dental + Vision + Health + 401k Responsibilities: + Prepare and file various tax returns (Individual, Partnership, S Corp, Gift, Private Foundation). + Advise ... planning, estate strategies, and charitable giving. + Respond to client and advisor inquiries on tax , asset,...Respond to client and advisor inquiries on tax , asset, and liability matters. + Collaborate with attorneys… more
- UKG (Ultimate Kronos Group) (Santa Ana, CA)
- …high-quality payroll tax support for our high revenue clients. The Manager will lead team members in providing exceptional customer support and resolution in ... customers across 150 countries, UKG is the largest US-based private software company in the world. And we're only...tasked with providing front-line support for our UKG Payroll Tax Services customers on both the UKG Ready and… more
- Bank of America (Providence, RI)
- …and state tax law, and client service standards + Acts as a tax technical resource for Private Bank client teams **Skills** **:** + Account ... to learn, grow, and make an impact. Join us! ** Tax Accountant II, Fiduciary Tax , Private...job is responsible for providing technical fiduciary expertise to Private Bank client teams, focused on differentiating… more
- Bank of America (Chicago, IL)
- …impact. Join us! **Job Description:** This job is responsible for providing technical fiduciary tax expertise to Private Bank client teams, focused on ... resource for Fiduciary Tax Service associates and Private Bank client teams + Develops and...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
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