LEAD CLIENT ADVISOR-SMALL BUSINESS AND TAX

Judson Group has been retained by a privately-held RIA with over $1.3B AUM in the search for a Lead Client Advisor to take on existing client relationships. The Lead Client Advisor acts as the primary manager of the client relationship and other service areas of the firm by generating and maintaining client relationships through client communications and...

Collaborate closely with Partner Teams and fellow Advisors, tackling unique and complex client situations. From investment strategies to retirement planning, education savings to tax and estate planning, your expertise will make a difference. Lead cl Tax, Advisor, Financial Planning, Business

Job Summary: This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations. The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client...

The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark...

Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services...

As one of the largest independent CPA firms in the Midwest, Vrakas CPAs + Advisors is looking for a Client Accounting & Advisory Services (CAAS) Manager to join our team. The ideal candidate is a self-starter looking to blaze a career path at their own pace. A key player who will help take our firm to the next level. We are not just filling a job; but...

Job Description Job Description The Tax Department provides tax consulting and planning services related to our client's diversified holdings including investments in privately held operating companies, real estate, investment funds, and publicly traded securities. This department is seeking a Senior Tax Advisor/Manager who will report directly to a Tax...

Job DescriptionJob DescriptionThe Tax Department provides tax consulting and planning services related to our client's diversified holdings including investments in privately held operating companies, real estate, investment funds, and publicly traded securities. This department is seeking a Senior Tax Advisor/Manager who will report directly to a Tax...

With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.   CBIZ is honored to be the recipient...

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $4.6 billion in assets (as of March 29, 2023) and services clients across the nation. We are headquartered in San...

Tax Manager NDH Advisors LLC (“NDH”) is a Chicago-headquartered public accounting firm offering best-in-class tax, accounting, and personal finance services to dynamic businesses, high net-worth individuals, and family offices throughout the United States. With offices in Chicago, Kansas City, Houston, and Philadelphia, we are seeking an energetic,...

Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...

Chicago, IL Full-time $120,000.00 - $175,000.00Posted 03/10/2023We are a small full service CPA firm in the Chicago area looking to add to our team. Construction &Contractors, Real Estate, Non-Profit, Manufacturing & Distribution, and Closely held businesses are the industries we service. In business for 20yrs and looking to continue to grow! This is an on...

PosteOur Louis Vuitton Nordstrom Chicago location is seeking a highly motivated Full-Time Client Advisor with a passion for creating memorable experiences for our worldly clientele. We are seeking candidates in the Chicago market with flexible availability.ProfilThis is an opportunity for those who thrive in a fast-paced environment, see themselves as more...

Purpose & objective: AMIRI is looking for an enthusiastic Client Advisor to join its Chicago location! The AMIRI Client Advisor is responsible for delivering quality client service, achieving individual sales goals, building lasting  dynamic client relationships through expert product knowledge and selling techniques, as well as understanding luxury...

Purpose & objective: AMIRI is looking for an enthusiastic Client Advisor to join its Chicago location! The AMIRI Client Advisor is responsible for delivering quality client service, achieving individual sales goals, building lasting dynamic client relationships through expertproduct knowledge and selling techniques, as well as understanding luxury boutique...

Purpose & objective:AMIRI is looking for an enthusiastic Client Advisor to join its Chicago location The AMIRI Client Advisor is responsible for delivering quality client service, achieving individual sales goals, building lasting dynamic client relationships through expert product knowledge and selling techniques, as well as understanding luxury boutique...

Job DescriptionAbout Henry Crown and CompanyHenry Crown and Company is a Chicago-based, privately-held operation that manages business interests and coordinates investments falling into four broadly-defined categories: publicly-traded securities, real estate, investment funds, and privately held operating companies. The corporate office employs approximately...

Job Summary: The Tax Managing Director (PCS) is responsible for providing tax and consulting services to our high net worth clients as well as managing, developing and growing the local Private Client Services practice. Job Duties: * Coordinates and performs tax planning, preparation and research for high net worth individuals and related business,...

Senior Tax Accountant – PublicOur client has an immediate need for a Senior Tax Accountant.Responsibilities:• Managing client relationships, due dates, and workflow• Reviewing & Preparing individual, corporate and partnership tax returns• Helping clients solve complex tax issues as well as their small business accounting challenges• Providing...