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Proficiency with relational databases, word processing, and spreadsheets; experience with online resources such as Lexis-Nexis, Candid (formerly known as Foundation Center), iWave, Wealth-X, Windfall, Insightful, PACER; expertise in primary vs.
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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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Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc.
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CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
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POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.
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The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
$115,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Five (5) or more years demonstrated accounting experience with a specific focus on nonprofits (i.e., Director of Finance, Controller experience), required. Oversees grant compliance to include billing, budgeting, accounting, and compliance reporting with private, federal, state agencies (while recognizing restrictions and advising accordingly.
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We provide more supply and equipment options than any other full-service distributor, an offering enhanced by a comprehensive suite of services, including office design, equipment repair, practice coaching, financing and project management, wealth management and dental-specific technology solutions.
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You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
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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.
$33 an hourFull-timeExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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With a wealth of learning and career development opportunities, a world-class training facility and leading market tools, we make sure our people continue to grow both professionally and personally.
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Attends product rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services. Provides support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite and ensure client meetings are properly prepared for in advance.
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Our client is a top Wealth Management firm in McLean who is looking for an experienced business development manager who can partner with multiple departments to drive measurable results that benefit the business.
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KPMG is currently seeking a Director in Financial Crimes Analytics for our Consulting practice. Follow this link to obtain salary ranges by city outside of CA: LLP (the member firm of KPMG International) offers a comprehensive compensation and benefits package.
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We also teach others, ultimately striving to generate lasting social impact and create a future where the universal application of behavioral science powers a world with optimal health, equitable wealth, and environments and systems that are sustainable and just for all.
$69,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday
wealth job Company: Ukg in Washington, DC
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