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We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.
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EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
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Work closely with other Franklin Templeton departments (e.g., Portfolio Management, Product Management, Legal, Compliance and Financial Crimes, Operations, Client Reporting, and Finance) to ensure strong team communication on relevant operational and administrative matters and new projects.
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The VP Financial Advisor and International Relationship Manager will manage and achieve business results through Sales strategy development to grow and maintain a profitable client relationship portfolio (AUM's and ROA), target existing and future client base in Latin America, and will be a committee member PBSG (Former ARG Committee) as well as serve as a back-up for the VP Team Lead of International Wealth Management.
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As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.
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The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.
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EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
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Coordinate with Construction Manager and other sources for processing of Miami Dade County “Owners Direct Purchases” direct purchases and fulfillment. Finalize and prepare submissions to client and Miami Dade County.
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Assists client in formulating the go-forward HR strategy and quantify financial impact of any decisions or changes from current. Active CPA, FSA, ASA, Enrolled Actuary, SPHR, Member of the Bar, JD, Chartered Financial Analyst, or Certified Equity Professional, preferred.
$76,000 - $160,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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KAYAK is seeking a highly motivated Associate Client Success Manager to deal exclusively with our DMO, Financial, and non-travel advertising partners. The Client Success Manager will collaborate with internal and external partners to improve the client’s performance, success and drive renewal.
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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.
$119,490 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Responsible for performing a variety of fraud detection related activities in support of Customer Identification Program (CIP), Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) regulations designed to prevent financial-related crimes.
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Collaborate with Operations teams including Middle Office, Pricing, Financial Reporting, Management Reporting, Legal and Compliance, and Regulatory Reporting. Oversee expense budgeting, hedging and cash reconciliation, certain client reporting functions, and fund structuring and restructuring.
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Industry experience in one of the following industries - Resources (O&G, Energy), Healthcare, Retail/CPG, Manufacturing, CMT, and Financial Services. Group/Senior Manager, Organizational Change Management.
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There isn't an average day for a Real Estate Tax Senior Manager - so you're likely to spend your time on a variety of tax planning projects, responsibilities and tasks for a diverse client base.
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financial manager client jobs in Coral Gables, FL
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