Senior Wealth Management Consultant

Collaborate with Affluent Clients as a Wealth Management ConsultantAs a key member of our team, you will:Engage with clients possessing annual incomes ranging from $100,000 to $5 million.Assess client aspirations and requirements.Foster robust relationships with clients.Evaluate investment goals and strategies.Deliver tailored investment advice to meet...

Join our Stevie Award Winning Team at HUB InternationalWhen you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.In addition to winning the Gold...

About the RoleWe are seeking a highly skilled Wealth Strategist to join our team at the CFA Institute. As a key member of our organization, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account their unique needs and...

Senior Tax Consultant - CPA - Full-timeLocation: Remote Required Qualifications: Minimum of 5 years of experience in income tax preparation Bachelor's or master's degree in accounting or related field Active CPA license or significant progress towards CPA exam completion Job ResponsibilitiesManagement of high-net-worth individual, partnership, and corporate...

Job OverviewDiverse Systems Group, LLC is in search of a Senior Change Management Consultant who will oversee the comprehensive development, design, and daily operational responsibilities associated with change control management planning for the Information Technology Department. Key Responsibilities:Assist in identifying members of the Change Control Board...

Job Title: Senior Strategic ConsultantLocation: RemoteWeekly Hours: Part-Time (Less than 30 hours per week)Position Overview:We are in search of an experienced Senior Strategic Consultant to deliver expert advisory services aimed at enhancing the operational effectiveness of a prominent research initiative. The core aim is to provide outstanding support and...

Position Title: Senior Non-Key Expert - Climate Action Financing SpecialistLocation: RemoteEmployment Type: Consultant EngagementProject Overview: This role involves providing support to the Secretariat of the Global Covenant of Mayors for Climate and Energy, aimed at enhancing the effectiveness and coherence of the Global Covenant of Mayors initiative. The...

Company Overview: New Gig Solutions is a dynamic CPA firm dedicated to providing exceptional financial services. We pride ourselves on fostering a collaborative and supportive work environment.Position: Senior Tax ConsultantWork Arrangement: Hybrid model availableEmployment Type: Full-timeCompensation: Competitive salary ranging from $90,000 to $130,000...

Company Overview: New Gig Solutions is a distinguished CPA firm dedicated to providing exceptional financial services.Position: Senior Tax ConsultantLocation: Hybrid work environmentJob Type: Full-timeCompensation: Competitive salary ranging from $90,000 to $130,000 annually, based on experience, with a sign-on bonus available.Key Responsibilities:Oversee...

Job Title: Senior Intelligence Acquisition ConsultantCompany: MITREJob Overview:The Senior Intelligence Acquisition Consultant position at MITRE's Intelligence Center within the Strategy and Policy Department plays a pivotal role in fostering innovative strategies and delivering data-driven insights to bolster the capabilities of the Intelligence Community....

Position OverviewCouncilor, Buchanan & Mitchell, P.C. (CBM), a prominent accounting and business advisory firm, is in search of a committed senior tax consultant with a minimum of six years of experience in public accounting and taxation. This role primarily focuses on tax compliance and review engagements for our diverse clientele.Flexible work arrangements...

About the RoleWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at Quality Talent Group. As a Senior Premier Relationship Manager, you will be responsible for acquiring and deepening relationships with affluent consumers and small business customers.Key ResponsibilitiesProactively acquire new affluent...

The OpportunityJoin Management Leadership for Tomorrow (MLT) in our mission to foster excellence through our commitment to our workforce. We are in search of a transformative Senior Vice President of People Strategy to spearhead the development of exceptional talent initiatives while nurturing a resilient, values-driven culture that adapts as we reach new...

Job OverviewRole Summary:The Senior Manager of Estate and Trust Taxation plays a crucial role in ensuring the precise, thorough, and timely evaluation of tax returns and client communications for all clients. This position requires advanced expertise in various tax and accounting disciplines, coupled with strong management and supervisory capabilities.Key...

Benefits:Fully Remote401(k) with matching contributionsCompetitive salary packageComprehensive dental coverageHealth insurance optionsGenerous paid time offVision insuranceAbout Club Capital Tax Division:The Tax Division is dedicated to tax strategy, preparation, and submission of both individual and corporate tax returns for our clients. This is a full-time...

Position OverviewCouncilor, Buchanan & Mitchell, P.C. (CBM), a reputable accounting and business advisory firm serving clients across Washington, DC, Baltimore, and the Mid-Atlantic region, is in search of a committed senior tax consultant with a minimum of three years of public accounting and taxation experience. This role will focus primarily on...

Job OverviewCouncilor, Buchanan & Mitchell, P.C. (CBM), a prominent accounting and business advisory firm, is on the lookout for a committed senior tax consultant with a minimum of three years of public accounting and taxation expertise. This role will focus primarily on tax engagements and compilation/review tasks for our clientele.Remote work and flexible...

Job TypeFull-timeDescriptionSenior Federal Financial Management Analyst / Audit SupportERIMAX Inc. is seeking a dedicated professional to assist a key client in enhancing the education, training, and preparation of health professionals and leaders within the uniformed services. This role is vital in supporting the Military and Public Health Systems, as well...

Job OverviewCouncilor, Buchanan & Mitchell, P.C. (CBM), a prominent accounting and business advisory firm serving clients across Washington, DC, Baltimore, and the Mid-Atlantic region, is in search of a committed senior tax consultant with a minimum of three years of public accounting and taxation experience. This role will primarily focus on...

Job Family: Finance & Accounting Consulting Travel Requirements: No travel expected Security Clearance: Active Top Secret SCI with Polygraph Key Responsibilities: Guidehouse is looking for a Senior Financial Management Consultant to enhance our project team. In this capacity, you will play a crucial role in assisting management with their financial oversight...