- Perkins & Co (Portland, OR)
- …per the forms and organization types described above, researching complex tax issues, managing client engagements, supervising project teams, establishing ... is a great next career step for a Senior Manager or a current Director who lacks opportunity for...builds the practice, the amount of time focused on tax exempt clients will increase correspondingly. Work whenever and… more
- Robert Half Finance & Accounting (Orinda, CA)
- …The Candidate: + 2-5 years in Tax (ideally Big10 firm) with Private Capital client backgrounds and strong flow-through entity experience. + Highly ... under Charlie O'Brien and email me your resume Our client is an asset management firm that invests in...hands on and inquisitive. + Work directly with the Tax Manager and Director. + Bachelor degree… more
- Truist (Charlotte, NC)
- …well as the coordination of client onboarding. 2. Maintain a working knowledge of private equity / M&A industry trends. 3. Build and maintain key client and ... smaller and/or less complex accounts. Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines… more
- Carollo Engineers (Broomfield, CO)
- …design, and construction of water and wastewater facilities. We are seeking a Project Manager within our Private Sector Group (Industrial) to support our vision ... owners and ability to provide a high level of client service in order to private sector...paid time off and holidays, comprehensive health insurance coverage, pre- tax savings account options for healthcare, dependent care and… more
- JPMorgan Chase (Portland, OR)
- The Private Client experience at JP Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) ... is a primary benefit of being a JP Morgan Private Client , marking the initial engagement of...asset allocation, diversification, basic trusts & estates, basic individual tax rules (both transfer and income taxes), insurance, long-term… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …and tax advisors. + Engage in community events for client acquisition. Requirements * Bachelor's degree, preferably in business, accounting, finance, economics, ... and message me directly on LinkedIn as well - Jeffrey Abrams Our client is a well-respected and highly community-oriented Registered Investment Advisor adept in… more
- Wellington (Needham, AL)
- …service providers (eg, Fund Administrators, Auditors, Investor Relations). The Lead Fund Controller, Private Funds will report to the team's Manager of the ... collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view… more
- Citigroup (Miami, FL)
- …Job ID #24739025. EO Employer. Wage Range: $300,000 to $300,000 Job Family Group: Private Client Coverage Job Family: Private Banker **Job Family Group:** ... Citibank, NA seeks a Private Banker Principal for its Miami, Florida location....network of well-respected prospect referral pillars (ie law firms, tax experts, etc.) as referral sources to identify prospective… more
- Plante Moran (Chicago, IL)
- Private Equity - Business Development Specialist + Location: United States, Illinois, Chicago Make your mark. Our management consulting team focuses on our clients' ... focus would be to work closely with Plante Moran's Private Equity Industry practice to develop and secure new...be to help expand our large existing Chicago PE client base, you could also support other important geographic… more
- PNC (Philadelphia, PA)
- …contribute to the company's success. As a Senior Wealth Strategist within the PNC Private Bank organization, you will be based in Philadelphia, PA. This position is ... field on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. **Job Description** + Develops, consults on and implements tax… more