, understanding their financial goals and objectives. Provide personalized tax planning and advisory services tailored to the unique... needs of each client. Tax Planning and Strategy Develop and implement comprehensive tax strategies for high net worth...
Direct multiple engagements which include consulting, compliance, and tax planning services Consult with client service team... based on client and business needs About Us: CBIZ Inc. is a leading professional services advisor to middle market...
to our company in the position of Senior Client Relationship Director. This is an excellent opportunity to join a growing... flexible and cost-efficient directed trustee services to high-net-worth individuals and their trusted advisors from around the...
to our company in the position of Senior Client Relationship Director. This is an excellent opportunity to join a growing... flexible and cost-efficient directed trustee services to high-net-worth individuals and their trusted advisors from around the...
Reporting to AVP – Private Markets Operations, the Director, Private Markets, Timber and Agriculture, will oversee the... Companies. The position requires close collaboration with teams across Investment Operations, Front Office, Tax, Legal...
The Key Account Director (KAD) is a vital client-facing role within the Client Services team at 829, tasked... such as paid, organic, and creative teams to deliver integrated services that meet client expectations. Work closely...
Managing Director, Private Credit Product Solutioning Manager Location: Boston or NYC preferable; other State Street... position will report to the SVP Global Head of Private Credit Product in State Street’s institutional services division. The...
, institutional investors, and private equity real estate groups. Provide sophisticated tax planning, structuring, and consulting..., and multi-state real estate issues. Lead discussions with client executives and decision-makers, deliver insights on tax...
to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Senior Tax Manager to join the Private Client.... About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held...
Description & Requirements Maximus is hiring a remote Managing Director, Consulting to lead strategic expansion... within our Consulting Services practice. This executive-level role will shape the future of public sector consulting, with a focus on Health...
Overview: Wolf is seeking a Transaction Advisory Services Director to join our growing and well-established firm... client service to upper middle-market businesses. Our Transaction Advisory Services (TAS) team supports clients through the...
marketing. As a senior member of the Client Services department, the Strategy Director is responsible for generating...The Strategy Director at 829 Studios plays a pivotal role in steering the development and execution of comprehensive...
The Account Director is a senior, client-facing individual contributor within the Account Management team at 829.... Reporting into a Key Account Director (KAD), this role is designed for highly experienced Account Managers who can independently...
The Director of Partnerships is a trusted member of the Sales Team reporting to the Director of Sales. In this role..., the Director of Partnerships will be responsible for developing and managing key partnerships that generate deal flow...
. This senior leader will execute a clear vision that integrates strategy, design, development, and client services into a cohesive..., ensuring excellence across discovery, strategy, design, and development phases. Partner with Client Services leadership...
The Strategy Director (eCommerce) at 829 Studios is responsible for driving high-impact, full-funnel marketing... across senior client and internal stakeholders. Passionate about digital commerce innovation and always looking for the next growth...
is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services... and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing...
Services technical advisory team, you are expected to advise private equity firms and other closely held businesses...CLA is a top 10 national professional services firm where our purpose is to create opportunities every day...
mindset focused on meeting all client timelines Desire to build a team focused on audits of private equity and venture... with other service lines, including with our tax private equity co-sourcing group, advisory and investment company assurance practices...
with our manager research team (in public and private markets) in the portfolio construction design process. In a client facing... Group (“ISG”), a global multi-asset class solutions team. This position reports to the Managing Director, Head of OCIO...