High Net Worth Account Manager

Tax Expert Wanted!We are seeking an experienced Tax Expert to join our team as a High Net Worth Tax Expert. In this role, you will be responsible for reviewing tax returns, providing strategic advice to clients, and training and developing staff/seniors. With 5+ years of public accounting experience, you will be able to hit the ground running and make a...

About the OpportunityAs a highly skilled HNW Account Manager - Insurance Expert, you will play a critical role in driving business growth and delivering exceptional results for our clients. You will work closely with our team to develop and implement customized insurance solutions, leveraging your expertise in property and casualty insurance and high net...

Job OverviewThis role offers an exciting opportunity to join our team as a Tax Services Manager. With a focus on high net worth individuals and families, you will be responsible for reviewing tax returns, signing returns, training staff, and managing clients. Our ideal candidate will have 5+ years of public accounting experience and a strong understanding of...

About the Role">We are seeking a highly skilled Tax Manager to join our team at Draffin & Tucker LLP. This is an exciting opportunity for a talented professional to provide tax research, planning, and consulting services to a diverse range of clients.">Job Summary">In this role, you will be responsible for preparing and reviewing complex corporate,...

Job OverviewDraffin & Tucker LLP seeks an experienced Taxation Specialist to join our team. As a Taxation Specialist, you will play a critical role in providing tax research, planning, and consulting services to a diverse range of clients.About the RoleWe are looking for a highly skilled professional with a strong background in taxation to provide expert...

**About Us**Alison Wealth Management offers a comprehensive wealth management experience for high-net-worth families. Our holistic approach combines investment, tax, and advisory services to help clients achieve their financial goals.**Job Summary**This is a full-time role for a Client Services Associate at Alison Wealth Management. The primary...

About the RoleThis is an exciting opportunity to join our team as an Accounting Manager at Johnson & Johnson. As a senior member of our Accounting Department, you will be responsible for overseeing the preparation of financial reports, including balance sheets and income statements.You will work closely with our financial analysts to ensure the accuracy and...

We are seeking an experienced Accounting Professional to join our team at Jobot. As a key member of our accounting department, you will be responsible for managing day-to-day bookkeeping tasks, including recording financial transactions, maintaining general ledgers, and reconciling accounts.Responsibilities:Process accounts payable and accounts receivable,...

Staff Accountant, Accounts ReceivableWe are seeking a highly skilled Staff Accountant to join our team at Apollon Wealth Management. This role is responsible for providing daily commission cash receipts to the data entry team, reviewing coding and support for sales orders entered by the data entry team, and collaborating with internal departments on accounts...

At USI Holdings Corporation, we are committed to providing a comprehensive training program for our next-generation Benefits Account Representatives. This exciting role offers the opportunity to develop in-depth knowledge of employee benefit consulting and client-facing skills.About the JobWe are seeking a highly organized and detail-oriented individual to...

The RoleWe are seeking a skilled Staff Accountant to support our efforts in driving retail growth. The ideal candidate will maintain general ledger reporting for retail locations, accurately complete monthly bank reconciliations, process invoices, manage employee expense reports, and ensure accurate payroll reporting. Additionally, they will record sales tax...

About the RoleThis is an exciting opportunity to join our team as an Account Manager Trainee and contribute to our client's growth and success.Build relationships with top business prospects and clientsAnalyze market data and identify opportunities for expansionWork collaboratively with our sales team to develop and implement sales strategiesNegotiate...

Isabella Community Credit Union: A Premier Financial InstitutionWe are seeking a highly skilled and customer-focused Account Service Representative to join our team at Isabella Community Credit Union. As a key member of our staff, you will be responsible for providing exceptional service to our members, assisting with financial transactions, account...

We are looking for an experienced Tax Manager to join our team at Jobot. This senior-level role requires a professional with 5+ years of public accounting experience to manage client relationships, review tax returns, and train staff. If you have a strong background in tax law, excellent communication skills, and leadership abilities, we encourage you to...

Job OverviewWe are seeking a highly skilled Senior Accountant to lead our team and oversee the preparation of company financials. This role involves account reconciliations, journal entries, and other duties as assigned.ResponsibilitiesMaintains established policies and procedures, objectives, quality assurance programs, and safety standards.Identifies...

Job OverviewAs a Full Stack Software Engineer at Central Michigan University, you will be part of the Digital Strategy Team responsible for building and maintaining external Sitefinity CMS systems. You will primarily use the Microsoft .NET development stack to design, develop, and deploy complex software solutions.Key Responsibilities* Design and develop...

About the Role: As a Project Manager for Land Surveying Operations, you will oversee the successful delivery of land surveying projects, ensuring they meet client expectations and are completed on time and within budget. You will be responsible for managing project schedules, coordinating with clients and field crews, and ensuring compliance with agency...

About Our FirmOur company, Jobot, is a well-established CPA firm located in the Charleston Metropolitan area. We provide tax and accounting services to over 700 small to medium-sized businesses, delivering high-quality support with a team of 15 full-time employees.Job SummaryWe are seeking an experienced Senior Tax Manager to lead our Tax Department. The...

Company OverviewMitchell Heating & Cooling, a premier provider of heating and cooling solutions in Charleston, SC.

Afore Insurance Services is a leading provider of insurance services, and we are seeking a highly skilled Commercial Lines Professional to join our team. In this role, you will be responsible for managing and servicing a portfolio of small commercial lines insurance accounts, providing world-class customer experience, and developing and maintaining strong...