Tax Manager, Private Client Services/HNWI - Walnut Creek

We are seeking a Tax Manager to join our dynamic team at Aprio. As a Tax Manager, you will help clients maximize their opportunities by providing consulting services on various tax-related issues. · Manage and lead a team of tax professionals. · Develop and implement tax strategi ...

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. · ...

This job offers an opportunity to join Aprio's Tax team as a Tax Manager - Private Client Services. · Manage and lead a team of tax professionals. · Develop and implement tax strategies. · Provide consulting services to clients on various tax-related issues. · ...

Caring for others starts with caring for you. At AccentCare, you'll join a purpose-driven culture that sets the standard for excellence and gives you trust and tools to do your best work. · ...

We help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. · Assists with the Branch's overall workflow processes · ...

The Branch Client Service Manager II is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch that consistently meets or exceeds CSO revenue be ...

The Branch Client Service Manager II is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch that consistently meets or exceeds CSO revenue be ...

Kennedy Jenks is seeking a dynamic Client Service Director with strong client relationships and leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. · ...

The Client Service Associate provides exceptional service to clients and supports Financial Advisors on a daily basis. · ...

We are seeking a highly motivated Client Service Associate to join our Elevation Wealth Partners team. The CSA plays a critical role in delivering a high-touch, personalized experience to our clients. · ...

+ Job summary: Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team.+ Assist advisor(s) in servicing clients in ...

We are seeking a highly motivated Client Service Associate to join our Elevation Wealth Partners team. · Bachelor's degree required (Finance, Business, Economics, or related field a major plus). · 1–3+ years of experience in financial services, wealth management, investment advis ...

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. · Through regular interactions with clients, individuals in this role build trusted relationships.Leading with a ...

This role provides exceptional service to clients and supports Financial Advisors on a daily basis through regular interactions. · ...

The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. · Responsible for day-to-day operations and administrative support for ...

Kennedy Jenks is seeking a dynamic Client Service Director with strong client relationships and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. · ...

Casper Meadows Schwartz & Cook has provided trusted representation to plaintiffs who have suffered serious injuries or death for more than 45 years. We are seeking a congenial, organized, bilingual client services coordinator to conduct client intake calls/meetings and provide ge ...

We are seeking an experienced banking professional to support new accounts and client service in a busy community branch. · The role focuses on account opening, relationship banking, and sales in a compliance-driven environment.Open and maintain consumer and business accounts (ch ...

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. · ...

We are seeking a congenial, organized, bilingual client services coordinator to conduct client intake calls/meetings and provide general support to our litigation paralegal. · This is a client-facing role suited for someone who is organized dependable and committed to delivering ...