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EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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Our client, Confidential Company, is searching for a dynamic and experienced professional in the role of SAAS Insurance Customer Success Manager / Account Executive (CSM), for the insurance vertical of the company.
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The individual will collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise. Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.
Full-timeExpandApply NowActive JobUpdated 20 days ago - UpvoteDownvoteShare Job
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Functional Expertise: Proven early/mid-career experience as an early implementation or client success hire directly responsible for “building the plane as you fly it” across playbook development, user training/onboarding, ongoing user activation & engagement, KPI development, and setting up for operational scale.
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Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Full-timeExpandApply NowActive JobUpdated 20 days ago - UpvoteDownvoteShare Job
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Experience using GoSystems or CCH Axcess tax software. 8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation. Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business.
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As a Client Service Associate you will have the opportunity to work to support the success of high growth financial advisors. Prior experience working in financial services at either a registered investment advisor, custodian or broker/dealer.
Full-timeRemoteExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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In this Client Success Manager role, you will be responsible for the day-to-day coordination of Eastridge client-facing operations and supporting procedures to facilitate organizational effectiveness and efficiency, as well as introducing new service lines and staffing solutions to our current clients.
$85,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Using the firm’s proprietary, globally accessible technology platform, the business provides a full range of fund administration services, including daily accounting and financial reporting; transfer agency and investor services; middle and back-office support; and integrated portfolio analytics.
Full-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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The Client Success Manager (CSM) will be responsible for proactively engaging clients and serve as a trusted advisor to our clients, leading to retention and strong adoption of our products allowing Aspire to support clients in attaining their own objectives using our solutions while driving revenue growth.
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The Client Success Manager is an operational role within the Client Success Management Department, executing repeatable tasks associated with stock plan administration events, processes, and data changes for corporate clients across the Shareworks and Equity Edge Online platforms.
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Support for Titans at all stages of life: Parental leave and support, up to $20k in adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more.
Full-timeExpandApply NowActive JobUpdated 19 days ago - UpvoteDownvoteShare Job
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Currently, we are proud to represent our esteemed client, a distinguished firm based in the vibrant Cayman Islands, specializing in cutting-edge tax services within the Financial Services sector.
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Three to five years of experience in B2B Account Management or Client Success experience (SaaS industry strongly preferred) Proven client success professional with strong ability to articulate vision, strategy, and plans.
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financial services tax technology client success jobs Title: tax manager financial services in Arlington, Tennessee
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