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The Senior Wealth Advisor is the point person for all client relationships and must have the ability to present the services offered by TCG Advisors in a clear and concise manner. HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
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Critical to the success of this role, the Retail Team, and CSB, is an in depth and thorough understanding of all Bank products, services, and resources to determine how to best meet client needs.
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3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns. Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues.
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Overseeing and driving the implementation of Oracle Fusion Applications and Oracle Cloud Infrastructure services to support the client engagements; Developing awareness of Firm’s services, delivery models, tools, and accelerators to support client engagements; and.
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Responsible for project execution, contract administration, planning and resource managementTake ownership for all aspects of project performance including safety, schedule, budget, reporting and client experience through entire project lifecycleManage and direct the project team to ensure accountability.
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From our beginning as a trusted CPA firm, we have expanded and adapted to offer business planning and consulting, tax, audit and accounting, wealth management, human capital management and technology services across the country.
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Typical Day in the LifeA typical day in the life of a Tax Intern with Eide Bailly might include the following:Assist in gathering relevant tax-related information from a client so an accurate tax return can be prepared.
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We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Recommend commercial insurance program designs to the Client Advisor and/or Account Executive after review with senior staff.
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We offer curated client-tailored solutions using a managed services approach that leverages PwC’s technology solutions. Innovating through new and existing technologies, along with experimenting with digitization solutions;Working with large, complex data sets to build models and leverage data visualization tools; and,Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options.
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They work closely with clients, colleagues, and external parties to develop service plans to meet individual client needs and preferences utilizing a broad range of financial, medical, social, vocational, and other services and resources in accordance with client eligibility and program requirements.
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We're currently seeking a Senior Project Manager to join our Governmental Services group, based in Des Moines, IA. In this role, you'll collaborate with local governments across the United States, providing essential municipal engineering services, on-call consulting, and public works staff augmentation.
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Davies is an industry leader and premier provider of premium audit and loss control services! Davies Risk Services provides best in class training, allowing entrepreneurial minded individuals the opportunity to own their own Premium Audit business and build a new career.
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LEAD SUPERINTENDENT - COMMERCIAL/LIGHT-INDUSTRIAL CONSTRUCTION A leading General Contractor providing Construction Management, Design/Build and General Contracting services for over 50 years is seeking a Lead Superintendent that will coordinate all site construction activities and supervise all field personnel.
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The PMO is committed to the pursuit of creative and innovative solutions that enable our client to help Iowans achieve healthy, safe, stable and self-sufficient lives through the programs and services we provide.
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Bondurant Animal Clinic is a well-established, progressive, fast paced multi-doctor general small animal practices located in Bondurant, Iowa with a sister clinic in Newton, IA. We offer many services to provide the best comprehensive care to our patients including Preventative Care, Surgery, Urgent Care, High Speed Dentistry, In-House Diagnostics, Digital full body and dental radiology, Endoscopy and Ultrasonography.
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client services jobs in Ankeny, IA
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