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The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME.
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If, however, you enjoy doing sophisticated tax work for High Net Worth individuals, but you don't want to lose any semblance of a personal life February through April, then this could be the firm for you.
$180,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Tax Transformation Lead role requires experience working with cross-functional and external teams to identify and enhance processes and implement innovative solutions utilizing technologies such as the Microsoft technology stack, AI/RPA tools, Alteryx, AA, ETL, and/or APIs. Knowledge of tax and accounting-specific software such as the CS Professional Suite/GoSystem Tax RS/GoFileRoom, CCH ProSystem fx/Axcess, or similar is required.
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Tax Manager is responsible for clients receiving proactive communication and timely service. High Net Worth Individual tax experience required. Review tax returns, tax research, tax communications, and other requested deliverables.
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As a Senior Tax Manager and Accountant, you will be responsible for overseeing all aspects of the tax practice area within our company. Minimum of 5+ years experience in tax accounting.
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HRC Total Solutions, LLC is a third-party administrator of pre-tax benefit accounts and COBRA. We are dedicated to delivering exceptional services and building long-lasting relationships with our clients.
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Plodzik & Sanderson, PA, a full-service Certified Public Accounting firm is seeking a dynamic experienced CPA for a senior/manager level position. Responsibilities include compilation, review and audit engagements, preparation of individual, business, and non-profit tax returns, and other multi-faceted client services.
Full-timeExpandApply NowActive JobUpdated 19 days ago - UpvoteDownvoteShare Job
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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The position provides the opportunity to work closely with members of various teams across Corporate Accounting as well as Treasury, Finance, Fund Accounting and Tax. This role will have a big impact on the future direction of the investment accounting process at the Company, as the mix of investment products is evolving.
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As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We need to expand further our financial reporting team to meet anticipated growth in our audit practice, continue to provide technical accounting support, ensure quality is maintained, identify efficiencies in working practices and lead on implementing financial reporting changes as they are published in the future, so this is an exciting time to join the team as a Senior Manager and be part of our journey.
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REGIONAL PROPERTY MANAGER (Affordable / Tax Credit) Ensuring that the properties are in compliance with all applicable laws and regulations, including those specific to affordable housing and tax credit programs (e.g., HUD regulations, LIHTC program rules.
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The Tax Manager serves to manage client relationships and act as a liaison between overseeing/mentoring internal staff and working closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.
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In addition to the above, you must have specialized experience using LB&I approved tax computation software (e.g., Corporate Tax Analyzer (CTA) for corporations and Report Generation Software (RGS.
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Support tax office associates in meeting continuing education requirements, increasing certification levels (including Small Business certifications), and Client Care training. Plan and prepare for virtual or in-person tax office open houses.
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