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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.
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Growing Hubbell’s high net worth individual investor client base. The successful expansion of the individual investor base (by investor count, by amount per investor, by geography) is critical to meeting Hubbell’s long-term business objectives.
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The Tax Senior Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
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Thousands of youth and families turn to Epworth each year for a full range of services including therapeutic foster care and case management; residential and intensive treatment; individual/family therapy and comprehensive psychological testing; emergency shelter and longer-term housing services; life skills and vocational training; as well as crisis care and outreach through the Drop-In Center, food pantry, and 24-hour crisis help-line.
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Recognizing the significance of direct client engagement and individual insurance production, these aspects are a priority over wholesaling in life insurance planning. Highland Capital Brokerage's primary goal is to serve our clients with an intense focus on exceptional client service, both internal and external, resulting in the highest level of professional success.
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To work directly with clients of the Assertive Community Treatment Team (ACT) by using the evidence base practice model of ACT designed by NAMI to provide comprehensive and wrap around services to address client goals of mental health, physical health, housing, employment, social goals, and other goals as identified by the client.
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As a Tax Staff Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries.
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Your role will require you to directly work with the client and the Accenture Account Leads, bringing ideas and innovation to designing, building, and running customer relationships, digital marketing, omni-channel solutions, sales operations, and customer success initiatives.
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The job duties of a senior sales executive include identifying target markets and prospective clients, building client relationships, analyzing sales data, developing a sales and marketing plan, and leading a sales team.
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Bonus Incentives: Earn a monthly client engagement bonus up to $4,000. Individual NPI number. Additionally, asynchronous messaging rates fluctuate depending on client plans, but reimbursement rates range between $12-$36.
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Our client, a leading company in the Insurance industry, is seeking a talented individual to join their Internal Audit department as a Mid - Internal Audit - Manager - MO. Our client, a leading company in the Insurance industry, is seeking a talented individual to join their Internal Audit department as a Mid - Internal Audit - Manager - MO.
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Execute the sales process at the direction of the EVP of Sales to meet individual quotas and contribute to the regional targets. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success.
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This individual will work with an existing client base to identify, track, and report on new solution sales opportunities and foster healthy relationships with Customer Success Managers, the Business Development team, Third Party Partners, and Q2 Clients to build trust and help generate greater sales.
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The person we want is: Kind and compassionate Responsible and trustworthy Service-oriented Respectful Collaborative Authentic Ethical Accountable for results Key ResponsibilitiesAs an Intake Specialist your duties will include, but are by no means limited to: Client Engagement: Utilize your exceptional people skills to connect with potential clients, establishing trust and rapport from the first interaction.
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This role requires a consultative approach and strong relationship building skills in all aspects – including client relations, cross-selling the firm’s other services, coaching team members and business development.
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individual client jobs in West Des Moines, IA
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