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As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
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A corporate FP&A professional who has prior client services experience in Big4 or management consulting, or otherwise has served as the strategic business partner to the C-level suit of their organization.
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EisnerAmper is seeking a Tax Senior Associate 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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Makes necessary arrangements for prospect, COI or client meetings involving travel, audio-visual aides, seminar/lunch/dinner reservations, meetings, seminars, etc. Develop in-depth knowledge of a full range of trust-oriented services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate and tax planning.
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Reporting to the Vice President of Client Reporting, the Client Reporting Senior Associate is part of Guggenheim Investments middle-office team responsible for overseeing the production, review, approval, distribution and retention of client reports.
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As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do.
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Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services. As a Trust & Estate Tax Senior Associate, you’ll work alongside an integrated team of seasoned, well-known CPAs and industry leaders.
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Withums Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes.
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Our client is a dynamic and rapidly growing advisory firm that specializes in providing top-notch technical accounting services to Fortune 1000 companies. They are seeking Senior Advisory Associates who will specialize in M&A, IPO readiness, Controllership, Technical Accounting/SEC engagements and Financial Accounting Advisory Services.
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So, if you are a Senior Accounting Associate (Client Services) in the area with experience in Public Accounting, please apply today! Due to continuous growth, our team is looking to bring an experienced Senior Client Accounting Service Associate to join our team.
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Job TitleTitle: Funds and Co-investments Accounting – Senior AssociateDepartment: Global Client OperationsLocation: Charlotte, NC (preferred), Springfield, MA, Boston, MA, Chicago, ILJob SummaryThere is a Senior Associate level position available for this team.
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A minimum of 3 years of progressive experience in a client facing professional services environment; demonstrated rotation or experience within a dedicated financial due diligence (FDD) practice preferred.
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Our client is seeking a highly motivated and dynamic Senior Tax Associate to join their team within a prestigious international financial centre. Quix Recruitment, is delighted to present an exceptional opportunity on behalf of our esteemed client, a top-tier professional services organization renowned for delivering unparalleled Audit, Tax, and Advisory services globally.
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Optavise, a CNO Financial Group Company, is seeking a Senior Client Services Associate to manage both client and internal Optavise teams to deliver Optavise services.
$95,500 a yearFull-timeRemoteExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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A Private Client Services (PCS) Experienced Senior Associate is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
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client services jobs Title: senior associate in Chicago, WA, Ohio
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