Client Advisor-Small Business and Tax

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: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...

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...

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...

Perform technical reviews of tax returns 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.Engage in thought leadership, contributing to technical publications and engaging in speaking opportunities (both internally and...

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...

At Kelly & Small CPAs LLP, we offer a dynamic environment where you can quickly advance, engage closely with senior leadership, and genuinely feel a part of our mission. Our culture promotes creativity, flexibility, and a family-like atmosphere that extends beyond traditional work relationships. The role provides the opportunity to work with a variety of...

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...

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...

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...

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 DescriptionJob DescriptionJ&M Business Solutions LLC: Your Gateway to Direct Hire OpportunitiesWelcome to J&M Business Solutions LLC, your trusted partner in finding direct hire employment opportunities. As a one-woman recruitment act, I specialize in connecting talented individuals like you with reputable clients seeking permanent or contract direct...

General information Name Consulting - Tax Specialty - Tax Leader - Washington NO Tax - Private Client Posting Title Washington National Tax Office Leader | Private Client Ref # 2232420 Date Published Thursday, April 25, 2024 City Atlanta State Georgia Country United States Job Category Tax Specialty ...

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,...

Job Summary:The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners.Job Duties:Performs tax planning, preparation and research for pass through entities (S-corps, LLCs, Partnerships) and the business owners’ individual returns, which may include estates,...

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...

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...