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EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
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As a Tax Senior 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.
$238,680 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Demonstrates extensive knowledge of automation & digitization in a business environment and proven specialization with automation & digitization in a professional services environment including but not limited to:Associated documentary requirements;Knowledge of the analysis of client internal control practices; and,Knowledge of valuation of client compliance with import control regulatory requirements.
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We offer Sales and Strategy, Business Insights, Consumer Research, Category Management, Digital Services, Trend, Creative, and Retail Service, delivering a customized approach based on the unique needs of each client.
$120,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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As a Tax Senior Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service:Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax complianceLead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation.
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You have a minimum of 6 years of public accounting or professional services experience working with high net worth (HNW) clients with an emphasis in gift, estate and trust, and individual tax planning and compliance.
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Serve as the primary point of contact with clients regarding efforts such as client coordination, strategic planning, master scope management, budget finances, subcontracting, project staffing, environmental compliance, facility support and schedule attainment.
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Develop client relationships by delivering a full range of gift, estate & trust tax planning and consulting services. CLA is currently seeking a Manager/Director - Gift, Estate & Trust to join our Private Client Tax practice.
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Responsible for working collaboratively with internal partners to cross sell all bank products and services, especially non-borrowing services, including Commercial Deposit & Treasury Management (CDTM), Capital Markets, Private Banking, Wealth Management & Institutional Services, Associated Financial Group, Employee Benefit Services, Retail Bank-at-work, etc., to our existing client base and to prospective customers.
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Perform the day-to-day cash management on behalf of the client within the American Enterprise Investment Services (AEIS) Brokerage Cashiering and Money Movement Operations organization. Perform the daily cash management analysis, processing of domestic and international payments in various forms, cash forecasting and issue resolution while ensuring compliance with established policies, procedures and regulatory controls.
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Develop and manage the scope of services for each client, which includes overall healthcare strategy and a financial budget. Ensure client is kept abreast of new Holmes Murphy product offerings, capabilities and tools, as well as legal and compliance updates, as they become available or are released internally.
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A Private Client Services (PCS) Tax Senior Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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JOB SUMMARY: The Supervisor leads the assigned team and site operations to perform the contracted services for the client in a manner consistent with our company values and quality of Performance under the direction of the Regional Manager.
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Technical client support and management are two of the services that have allowed MedInsight to become an industry leader in data warehousing and decision support solutions for major health payers, large employers, and government agencies across the country.
$142,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The HVAC Service Manager is responsible for overall operation and development and health of the GCM HVAC Services department. Partner with Human Resources on safety training and regulatory compliance Appreciate the value of being responsive to both internal and external clients Develop and maintain HVAC preventative maintenance programs for internal client accounts.
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client services compliance manager jobs in Minneapolis, East-hartford, Connecticut
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