Remote Transitions Manager for Wealth Advisors

personal financial advisors

healthcare social workers

tax preparers

jobot

other financial investment activities special food services

Remote

March 26th, 2026

A rapidly growing firm in Matthews, NC seeks a Transitions Manager to facilitate the transition of Financial Advisors to their own RIAs. The role involves managing complex transition plans, collaborating with stakeholders, and ensuring client satisfaction. Ideal candidates will have strong project management experience in financial services. This is a remote position with significant travel required. Competitive salary and benefits are offered, including comprehensive health insurance and bonus opportunities.#J-18808-Ljbffr

Showing 600 of 105,778 matching similar jobs in Springbrook, ND

Senior Manager, M&A Tax
tax examiners and collectors and revenue agents
appraisers and assessors of real estate
tax preparers
kpmg
accounting tax preparation bookkeeping and payroll services continuing care retirement communities and assisted living facilities for the elderly
Pittsburgh, PA
March 24th, 2026
Manager, Business Tax Services - Private Clients
personal financial advisors
tax preparers
investment fund managers
kpmg
accounting tax preparation bookkeeping and payroll services private households
Omaha, NE
March 24th, 2026
Senior Manager, Business Tax Services - Private Clients
personal financial advisors
tax preparers
investment fund managers
kpmg
accounting tax preparation bookkeeping and payroll services continuing care retirement communities and assisted living facilities for the elderly
Atlanta, GA
March 24th, 2026
Manager, Business Tax Services - Private Clients
personal financial advisors
tax preparers
investment fund managers
kpmg
accounting tax preparation bookkeeping and payroll services private households
Dallas, TX
March 24th, 2026
Manager, SALT Indirect Tax
appraisers and assessors of real estate
tax examiners and collectors and revenue agents
personal financial advisors
kpmg
accounting tax preparation bookkeeping and payroll services administration of human resource programs
Columbus, OH
March 24th, 2026
Senior Manager, State & Local Income Tax - Asset Management
investment fund managers
tax examiners and collectors and revenue agents
tax preparers
kpmg
insurance and employee benefit funds other investment pools and funds
St Louis, MO
March 24th, 2026
Manager, NYFS State & Local Tax
tax examiners and collectors and revenue agents
personal financial advisors
appraisers and assessors of real estate
kpmg
accounting tax preparation bookkeeping and payroll services local messengers and local delivery
Short Hills, NJ
March 24th, 2026
Manager or Senior Manager, Strategic Corporate/Operating Partnership Tax
treasurers and controllers
tax preparers
real estate brokers
kpmg
management of companies and enterprises employment services
Short Hills, NJ
March 24th, 2026
Manager, SALT Indirect Tax
appraisers and assessors of real estate
tax examiners and collectors and revenue agents
personal financial advisors
kpmg
accounting tax preparation bookkeeping and payroll services administration of human resource programs
Detroit, MI
March 24th, 2026
Manager/Senior Manager - Tax, Integrated Partnership Solutions
credit counselors
personal financial advisors
tax examiners and collectors and revenue agents
kpmg
facilities support services continuing care retirement communities and assisted living facilities for the elderly
Houston, TX
March 24th, 2026
Senior Manager, Washington National Tax - Passthrough
tax preparers
tax examiners and collectors and revenue agents
advertising sales agents
kpmg
accounting tax preparation bookkeeping and payroll services continuing care retirement communities and assisted living facilities for the elderly
Coatesville, PA
March 24th, 2026
Manager, SALT Indirect Tax
appraisers and assessors of real estate
tax examiners and collectors and revenue agents
personal financial advisors
kpmg
accounting tax preparation bookkeeping and payroll services administration of human resource programs
Akron, OH
March 24th, 2026
Senior Manager, Washington National Tax - Passthrough
tax preparers
tax examiners and collectors and revenue agents
advertising sales agents
kpmg
accounting tax preparation bookkeeping and payroll services continuing care retirement communities and assisted living facilities for the elderly
Minneapolis, MN
March 24th, 2026
Senior Manager, Washington National Tax - Passthrough
tax preparers
tax examiners and collectors and revenue agents
advertising sales agents
kpmg
accounting tax preparation bookkeeping and payroll services continuing care retirement communities and assisted living facilities for the elderly
Chicago, IL
March 24th, 2026
Senior Manager, Washington National Tax - Passthrough
tax preparers
tax examiners and collectors and revenue agents
advertising sales agents
kpmg
accounting tax preparation bookkeeping and payroll services continuing care retirement communities and assisted living facilities for the elderly
Seattle, WA
March 24th, 2026
Senior Manager, Washington National Tax - Passthrough
tax preparers
tax examiners and collectors and revenue agents
advertising sales agents
kpmg
accounting tax preparation bookkeeping and payroll services continuing care retirement communities and assisted living facilities for the elderly
East Boston, MA
March 24th, 2026
Senior Manager, Washington National Tax - Passthrough
tax preparers
tax examiners and collectors and revenue agents
advertising sales agents
kpmg
accounting tax preparation bookkeeping and payroll services continuing care retirement communities and assisted living facilities for the elderly
New York, NY
March 24th, 2026
Manager or Senior Manager, Strategic Corporate Tax/ Provisions
treasurers and controllers
tax preparers
real estate brokers
kpmg
management of companies and enterprises employment services
San Diego, CA
March 24th, 2026
Senior Manager, M&A Tax
tax examiners and collectors and revenue agents
appraisers and assessors of real estate
tax preparers
kpmg
accounting tax preparation bookkeeping and payroll services continuing care retirement communities and assisted living facilities for the elderly
Short Hills, NJ
March 24th, 2026
Manager/Senior Manager - Tax, Integrated Partnership Solutions
credit counselors
personal financial advisors
tax examiners and collectors and revenue agents
kpmg
facilities support services continuing care retirement communities and assisted living facilities for the elderly
Jacksonville, FL
March 24th, 2026
Senior Manager, M&A Tax
tax examiners and collectors and revenue agents
appraisers and assessors of real estate
tax preparers
kpmg
accounting tax preparation bookkeeping and payroll services continuing care retirement communities and assisted living facilities for the elderly
Chicago, IL
March 24th, 2026
Senior Manager, Value Added Tax
appraisers and assessors of real estate
tax examiners and collectors and revenue agents
tax preparers
kpmg
logging offices of real estate agents and brokers
Millbrae, CA
March 24th, 2026
Senior Manager, Value Added Tax
appraisers and assessors of real estate
tax examiners and collectors and revenue agents
tax preparers
kpmg
logging offices of real estate agents and brokers
McLean, VA
March 24th, 2026
Senior Manager, Value Added Tax
appraisers and assessors of real estate
tax examiners and collectors and revenue agents
tax preparers
kpmg
logging offices of real estate agents and brokers
Santa Clara, CA
March 24th, 2026
Licensed Practical Nurse (LPN) - Part-Time
licensed practical and licensed vocational nurses
healthcare support workers all other
residential advisors
psg global solutions
automotive parts accessories and tire retailers continuing care retirement communities and assisted living facilities for the elderly
Bolingbrook, IL
March 26th, 2026
Senior Manager, SALT Indirect Tax
tax examiners and collectors and revenue agents
appraisers and assessors of real estate
personal financial advisors
kpmg
continuing care retirement communities and assisted living facilities for the elderly accounting tax preparation bookkeeping and payroll services
Santa Clara, CA
March 24th, 2026
Partnership Tax, Domestic/Federal Manager
tax examiners and collectors and revenue agents
personal financial advisors
accountants and auditors
pwc
accounting tax preparation bookkeeping and payroll services vocational rehabilitation services
Kansas City, MO
March 26th, 2026
Manager or Senior Manager, Strategic Corporate Tax
treasurers and controllers
tax preparers
real estate brokers
kpmg
management of companies and enterprises employment services
Millbrae, CA
March 24th, 2026
Tax Manager - Private Companies
personal financial advisors
accountants and auditors
tax examiners and collectors and revenue agents
pwc
accounting tax preparation bookkeeping and payroll services investigation and security services
Fayetteville, AR
March 26th, 2026
Partnership Tax, Domestic/Federal Manager
tax examiners and collectors and revenue agents
personal financial advisors
accountants and auditors
pwc
accounting tax preparation bookkeeping and payroll services vocational rehabilitation services
Charlotte, NC
March 26th, 2026
Partnership Tax, Domestic/Federal Manager
tax examiners and collectors and revenue agents
personal financial advisors
accountants and auditors
pwc
accounting tax preparation bookkeeping and payroll services vocational rehabilitation services
Yuma, AZ
March 26th, 2026
Partnership Tax, Domestic/Federal Manager
tax examiners and collectors and revenue agents
personal financial advisors
accountants and auditors
pwc
accounting tax preparation bookkeeping and payroll services vocational rehabilitation services
Pittsburgh, PA
March 26th, 2026
Partnership Tax, Domestic/Federal Manager
tax examiners and collectors and revenue agents
personal financial advisors
accountants and auditors
pwc
accounting tax preparation bookkeeping and payroll services vocational rehabilitation services
Oklahoma City, OK
March 26th, 2026
Partnership Tax, Domestic/Federal Manager
tax examiners and collectors and revenue agents
personal financial advisors
accountants and auditors
pwc
accounting tax preparation bookkeeping and payroll services vocational rehabilitation services
Seattle, WA
March 26th, 2026
Partnership Tax, Domestic/Federal Manager
tax examiners and collectors and revenue agents
personal financial advisors
accountants and auditors
pwc
accounting tax preparation bookkeeping and payroll services vocational rehabilitation services
Salt Lake City, UT
March 26th, 2026
Insurance Tax Manager - United States
personal financial advisors
accountants and auditors
tax examiners and collectors and revenue agents
pwc
administration of human resource programs automotive equipment rental and leasing
New York, NY
March 26th, 2026
Partnership Tax, Domestic/Federal Manager
tax examiners and collectors and revenue agents
personal financial advisors
accountants and auditors
pwc
accounting tax preparation bookkeeping and payroll services vocational rehabilitation services
Millbrae, CA
March 26th, 2026
Partnership Tax, Domestic/Federal Manager
tax examiners and collectors and revenue agents
personal financial advisors
accountants and auditors
pwc
accounting tax preparation bookkeeping and payroll services vocational rehabilitation services
Hartford, CT
March 26th, 2026
Partnership Tax, Domestic/Federal Manager
tax examiners and collectors and revenue agents
personal financial advisors
accountants and auditors
pwc
accounting tax preparation bookkeeping and payroll services vocational rehabilitation services
Louisville, KY
March 26th, 2026
Partnership Tax Manager - Indirect SALT
accountants and auditors
personal financial advisors
tax examiners and collectors and revenue agents
pwc
accounting tax preparation bookkeeping and payroll services administration of human resource programs
Toledo, OH
March 26th, 2026

1 11 12 13 100