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Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management.
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Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy.
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Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations.
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As real-world professionals who have spent years working in dealerships, insurance companies, and TPA’s; we have become true subject matter experts in sales and marketing, captive and risk management, product design, and more.
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We have a unique firm split into three key areas of focus - Tax & Audit, Wealth Management and Small Business Accounting. If you are a Sr Tax Manager with 3-5+ years of experience specialized EITHER in HNW Tax and / OR Real Estate and you're looking for a position that offers a MUCH better quality of life, please send your resume to Chuck.
$200,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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E.g. Consumer, Commercial, Capital Markets, Risk & Compliance, Finance, Enterprise, Life insurance, Property and casualty insurance, wealth, asset management. Manager – Financial Services – Data and Analytics – Data Product Management.
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As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$193,440 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Thorough and detailed knowledge of bank operations and of all bank products and services (including, but not limited to Deposits, Wealth Management, Treasury Services, International, etc.
$126,140 a yearFull-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Keywords: sales, business development, sales development, fundraising, account management, staffing, recruiter, business administration, accounting, client, client services, customer success, Atlanta.
$100,000 a yearFull-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Management of C-Corporation income tax compliance engagements and providing knowledgeable review of complex C-corporation income tax returns. We are seeking a Tax Manager for our Atlanta location.
$155,100 a yearFull-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Provide holistic financial solutions and deepen share of wallet by partnering with other lines of business and product specialists (including but not limited to Treasury Management, Capital Markets and Wealth) and delivering the entire product set of South State Bank.
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High School Diploma/GED AND seven (7) or more years of industry experience with EHR/Practice Management vendor systems, required; OR. Bachelor’s degree AND five (5) or more years of industry experience with EHR/Practice Management vendor systems, required.
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Experience in the financial services industry, Wealth Management, Corporate Investment Banking, Commercial Banking, Commercial Real Estate, and/or Lending. Partner with first and second line defense teammates across assigned business areas in identifying, escalating and in remediating risk control gaps to ensure compliance with Enterprise Risk Management programs and policy.
Full-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Atlanta, USA. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.
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Chief Information Office collaborates with business partners (Consumer and Business Banking, Wealth Management and Investment Services, Corporate and Commercial Banking, Payment Services) as well as Risk and Corporate Support Functions but not limited to, Infrastructure, Technology Transformation, Enterprise Architecture and Engineering, Data and Digital Technology infrastructure, including emerging technologies.
$186,560 a yearFull-timeExpandApply NowActive JobUpdated 18 days ago
wealth management jobs Title: manager in Atlanta, DC, Canada
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