- 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
- 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