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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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Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
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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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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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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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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, GA
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