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Description & Requirements The Director of Technology for Maximus Financial Services provides leadership identifying modernization requirements to match customer strategies and works with the leadership team to identify solutions and develop strategies to anticipate and meet future technical needs at the Internal Revenue Service (IRS) and other Federal Financial agencies.
Full-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services, Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices.
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Work on a variety of client deliverables including work with private equity, venture capital, and real estate funds. CohnReznick, a top 15 public accounting firm specializing in advisory, assurance and tax, is currently looking for Financial Service Associates to join the Financial Services (Tax) team.
ExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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As a Tax Senior Manager within the Financial Services arm of our Business Tax Services group, you will provide federal tax consulting and compliance services to a client in the securities and financial services industries.
$119,490 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. We welcome those with experience in jobs such as Field Client Relationship Manager, Billing, Cost, and Rate Clerk, and Controller and others in the Accounting and Finance to apply.
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Liaising with Treasury, IRS and Capitol Hill, with a focus on monitoring developmentsLeading internal knowledge sharing, including the development and delivery of trainingDeveloping client service offerings and toolsEnsuring a focus on tax quality and client service excellenceAt RSM, we offer a competitive benefits and compensation package for all our people.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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To hire an experienced and self-motivated Financial Professional who can work collaboratively with our team to provide exceptional service to ultra-high-net-worth clients. 2-5 years of relevant work experience in client-facing, consultative sales, or fiduciary roles.
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This Financial Advisor will have the opportunity to help grow our office and meet one on one with company leads generated from workshops, referrals and TV. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service; always putting clients first.
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Lead special projects to improve reporting systems related to the Company’s general ledger, accounts payable activities, client billing, and expense management. Job DescriptionThe Finance Organization is seeking a proven, experienced, asset management Vice President, Head of Financial Operations in Hartford, Connecticut.
$168,000 - $231,000 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Back-up child care, Pet insurance, a Member Assistance Program, a 529 college savings program, a personal financial management tool, lifestyle management programs and more. CGI is currently looking for a Client Partner to join our team, focused on the Insurance (P&C) industry.
ExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Engage in proactive and strategic client engagement to build meaningful relationships. Ability to perform market, industry, financial and economic analyses including competitive intelligence.
$96 - $159Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Guiding and assisting the client through the process of meeting their personal needs whether it be through mortgage protection, final expense, term or whole life, accidental, critical illness, or resetting them with an advanced markets specialist for retirement planning and more.
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Essential functions of this role include docketing, scheduling of appointments including travel, depositions, and various meetings, filing and serving documents both state and federal, creating legal documents, opening new matters, and processing various financial related tasks.
Full-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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We are a fast growing team specializing in financial planning and wealth management primarily for a select group of business owners and high-net-worth families. Coordinate client meetings, prepare meeting materials, and ensure a seamless client experience.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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We welcome those with experience in jobs such as Field Client Relationship Manager, Accounts Payable Clerk, and Controller and others in the Accounting and Finance to apply. Certifications:Certified Financial Planner ® / CFP.
Full-timeExpandApply NowActive JobUpdated 4 days ago
client financial jobs in Hartford, CT
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