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Client Advisor
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MONCLER S.P.A. Livermore, United States Part timePOSITION OVERVIEW: · Create an exceptional client experience by way of advising clients in making purchases that satisfy their needs, desires and personal style. Create the ultimate client experience that will cultivate client relationships that are maintained, while achieving/ex ...
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Client Advisor
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Etro Fashion USA Livermore, United StatesJob Description · Job Description Description: The Client Advisor - Key Holder at ETRO represents the Company towards the customer and is responsible for contributing to the Store's sales performance. He/she is a sales professional in the luxury goods sector and applies this pro ...
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Client Advisor
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LVMH Palo Alto, United StatesPoste · Louis Vuitton is seeking a highly motivated, curious, and customer focused Client Advisor with an undeniable passion for creating memorable experiences for our worldly clientele. · As a Client Advisor, you will be an ambassador of the Brand, ensuring that every Client is ...
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Zimmermann Company San Jose, United StatesCLIENT ADVISOR (FT) - SAN JOSE (Opening July 2024) · Location · San Jose, California · Country · United States · Region · Northern California · Position type · Permanent · Category · Retail · Job Function · Store - Associate · Per Hour · Entry Level · Mid to Senior Level · CLIENT ...
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Freestone Capital Management San Francisco, United StatesFreestone is building the wealth services firm of the future. With a 25-year history of consistent growth and success, we believe making a difference happens by focusing on what truly matters to our clients. If you are passionate about helping people and serving a greater purpose ...
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Burberry San Jose, United StatesPress Tab to Move to Skip to Content Link · Select how often (in days) to receive an alert: · Department: · RETAIL OFFLINE · Location: · San Jose, California (US-CA), US · At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to pus ...
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Client Advisor
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Client Advisor
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Burberry San Jose, United StatesINTRODUCTION · At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founde ...
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Private Client Advisor
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Private Client Advisor
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Innovations PSI San Francisco, United StatesOur client is looking for a Private Client Advisor. You will play a crucial role in coordinating the account opening process both internally and externally. This includes preparing custodian account applications and advisory agreements, as well as setting up accounts on our inter ...
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Temporary Client Advisor
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Temporary Client Advisor
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Branch Client Advisor
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Veear Palo Alto, United StatesJob Title: - Branch Client Advisor · Job location: - Palo Alto, CA · Workplace type: Onsite · Employment type: - 12+ Months Contract · Job Description: - · Greeting all branch customers with exceptional customer service and handling reception duties for customers meeting wit ...
Tax Partner, Private Client Advisors - San Ramon, United States - Armanino
Description
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work.
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap.We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
The Partner will use their expertise in taxation to provide compliance and consulting services for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns.
The Tax Partner is responsible for applying industry specific knowledge to advise clients on the tax implications of their business objections, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues.
As a Tax Partner, it's expected to actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
Successful candidates will have deep and meaningful relationships within the local business community and a proven track record of developing new business.
Essential Job Duties Perform partner level compliance review and tax return signoff Be a trusted advisor by being the primary point of contact for client throughout the year to discuss updates in their business, needs and potential solutions, accounting related issues and potential solutions, in addition to engagement management matters Handle client consultations on planning opportunities and changes in tax law Significant Involvement in practice development activities including developing a professional network or referral sources, assisting in proposals, or writing articles for publication Working on proposals and assisting in developing new business Meeting prospective clients and developing relationships with new and existing clients Supervising engagements and special projects undertaken by the firm Determine and approve staffing and other resource needs, and related engagement work schedules Develop professionals by providing formal performance feedback, career counseling and mentoring to those below Partner Delegate assignments to supervisors considering their skills, development needs, schedule and engagement economics Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax function Maintaining exceptional technical knowledge of new tax issues and general business trends that affect the client Play an integral role in the development of fee quotes and budgets Preparation of client billings and collection of outstanding accounts Participate in activities to develop and improve firm and department business processes Armanino LLP provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.
In addition to federal law requirements, Armanino LLP complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino LLP expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
Improper interference with the ability of Armanino LLP's employees to perform their job duties may result in discipline up to and including discharge.
Armanino LLP does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time.
Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges.
For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees.
Armanino has a robust offering of benefits, including:
Medical, dental, vision Generous PTO plan and paid sick time Flexible work arrangements 401K with Profit Sharing Wellness program Generous parental leave 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit:We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
