Senior Private Client Account Manager

Key ResponsibilitiesAs a Senior Account Manager in our Private Client Group, your key responsibilities will include:Serving as an advisor to high net worth clients, helping them explain coverage, answer questions, and recommend appropriate coverage based on risk exposures.Gathering all renewal information and managing the remarketing process, negotiating and...

About the OpportunityWe are seeking a Senior Personal Lines Account Manager to join our team at Capstone Search Group. This is a full-time position that requires a hybrid schedule (minimum one day/week in the office). As an Account Manager, you will be responsible for servicing high net worth clients, advising on coverage, and recommending appropriate...

About the RoleThe High Net Worth Senior Personal Lines Account Manager role is a high-level service position within our national insurance broker's thriving private client practice.This is a client-facing role, requiring an advisor who can explain coverage, answer questions, and recommend appropriate coverage based on risk exposures.A hybrid schedule...

Job OpportunityWe are seeking a highly skilled Tax Senior Manager to lead our new West Palm Beach office.The ideal candidate will have 6-8 years of experience in tax compliance and research, specifically with Private Equity clients. A CPA or eligibility is required, with an MS in Taxation being preferred.The role involves reviewing complex tax returns,...

About the RoleThe Senior Personal Lines Account Manager is a high-level service position within a national insurance broker's thriving private client practice. The job requires an insurance professional experienced with servicing high net worth home and auto policies. We are seeking a candidate who can provide exceptional customer service, advise on...

Loudr Agency is seeking a seasoned Senior Accounting Manager to lead our finance team. The successful candidate will have a deep understanding of financial management principles, excellent leadership skills, and the ability to drive results.Salary: $90,000 annuallyThis role involves developing and implementing financial strategies, managing budgets, and...

Job Title: Tax Manager, Private Client Group ExpertLocation: Palm Beach Gardens, FL or Boca Raton, FL (Hybrid)Company Overview:Anchin is a leading Certified Public Accounting and Consulting firm with a strong presence in New York City, Long Island, and Florida. We offer expert financial advisory services to companies across various industries.We are...

About the RoleWe are seeking a talented Controller to join our team at Ohara Davies-Gaetano Interiors. As a key member of our leadership team, you will be responsible for overseeing financial operations, managing cash disbursements, and ensuring accurate record-keeping.The ideal candidate will have 5+ years of experience in senior accounting and operational...

Business Development OpportunityCapstone Search Group invites applications from experienced Insurance Brokers seeking to join its dynamic team and contribute to business growth. As a Senior Private Client Account Manager - Personal Lines, you will leverage your industry expertise to establish and maintain high-value client relationships, driving revenue...

Job DescriptionThis hybrid role requires providing exceptional customer service and supporting the service needs of our Private Client Services Yacht and Boating client base. As an Account Executive on the Marine team, you'll manage a book of yacht / boat clients, quote new business, and be proficient with HNW online quoting systems.

OverviewKaufman Rossin, a top accounting firm in the country, is seeking a highly skilled Tax Senior Manager to lead our brand new West Palm Beach office. With over 600 employees and offices spanning the tri-county area, we prioritize our people's development and well-being.

About the Role:">A leading investment firm with an impressive $10B AUM is seeking a skilled Senior Private Credit Financing Specialist in West Palm Beach, FL. This exciting opportunity involves investing across direct lending and special opportunities strategies, including evaluating new investment opportunities, structuring private investments, and managing...

Overview">We are seeking a Senior Accountant to join our client's team in West Palm Beach, Florida. This role requires expertise in construction accounting, financials & Reporting, and a strong background in finance.Key Responsibilities">- Financial Tracking: Ensure accurate and comprehensive financial tracking of construction projects, including revenue...

We are seeking a skilled Tax Senior Manager to lead our West Palm Beach office and oversee client relationships, technical tax compliance, and staff management. This role includes reviewing complex tax returns, providing tax planning and compliance services to high net worth and private equity clients, and assisting the Tax practice in resolving day-to-day...

Job OverviewAt Glades Talent, we value exceptional professionals who thrive in a dynamic work environment. Our team members are the heart of our firm, delivering top-notch service to our clients while pursuing their personal goals.We seek an experienced Senior Tax Accountant to join our team, providing excellent service to our clients and supporting them in...

About the RoleWe are seeking a highly skilled Senior Accounting Specialist to join our team at SROA Property Management, LLC. As a key member of our accounting department, you will be responsible for managing the financial reporting and accounting functions for a portfolio of properties.

Senior Accounting PositionVOS CPAS PLLC is seeking a seasoned Senior Accounting Specialist to join our team. The ideal candidate will have a strong background in public accounting and excellent technical accounting skills.Estimated Salary: $65,000 - $85,000 per year, depending on experienceThe successful candidate will have a Bachelor's degree, a CPA license...

We are seeking a seasoned Tax Senior Manager to join our team at Glades Talent in West Palm Beach, FL.Job SummaryThis is an exciting opportunity for a highly skilled Tax Senior Manager to lead our tax team and provide top-notch service to our clients. As a key member of our team, you will be responsible for reviewing complex tax returns, researching tax...

Job DescriptionWe are currently seeking a skilled Senior Tax Accountant to join our team at Glades Talent.Key Responsibilities:Prepare detailed Federal and multi-state tax filings for various entities, including individuals, trusts, estates, non-profit organizations, and pass-through entities.Complete gift tax filings in compliance with relevant regulations...

Job OverviewThe Sterling Organization LLC is seeking a highly skilled Financial Reporting Specialist – Private Equity to join its corporate headquarters in West Palm Beach, FL. This position will be accountable for ensuring the timely and accurate reporting of multiple real estate private equity funds, as well as the related internal and investor reporting...