Hybrid Private-Wealth Accounting Advisor
Tierra Fina Private Wealth
Tierra Fina Private Wealth is a full-time hybrid Accounting Advisor role in the Midland-Odessa area, offering flexibility for some remote work. You will prepare, review, and interpret financial statements to support client advisory decisions, manage records, and support reporting and planning discussions. You will partner with advisors and clients to explain financial information, identify opportunities and risks, and contribute to process improvements while ensuring compliance with accounting #J-18808-Ljbffr Tierra Fina Private Wealth
$104.2k - $156.3k
...project teams.Collaborate with the Finance organization to provide Accounting and Finance guidance to customers.Help communicate and explain... ...and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens...SuggestedFull timeFlexible hours$121.5k - $182.3k
...carrier seeking a Senior Manager, Investment Accounting to own the accounting, reporting, and... ...loans and alternative investments (private credit and real estate), and serves as the... ...technology and other tools that will make hybrid working normal rather than an exception,...PrivateFull timeWork experience placementFlexible hours- Baker Tilly Advisory Group, LP is seeking a Private Equity Fund Services (PEFS) Manager in Wisconsin to lead day-to-day fund accounting, quarterly financial reporting, capital... ...General Partners and auditors in a fast-paced, hybrid environment. #J-18808-Ljbffr Baker Tilly...Private
- Imprimis Group has partnered with a growing private family office in Plano to identify an experienced Senior Accountant to join their finance team. This role offers exposure... ...in a dynamic, entrepreneurial environment. Hybrid schedule after onboarding with strong growth...PrivateWork at office
- ...reporting processes for hedge fund and private equity clients. Responsibilities include... ...candidate will have a Bachelor’s degree in Accounting or a related field, a minimum of 2 years... ...proficiency in Excel. This position is hybrid and involves collaborative client...Suggested
- ...and oversees a portfolio of highly complex accounts Consults with prospects and clients... ...training and guidance to less experienced Private Bankers Accepts other duties as assigned... ...office. Telecommuting roles no matter if hybrid or 100% full time telecommuting must have...PrivateFull timeTemporary workBank staffLocal areaRemote workHome office
- ...Our client, a leading and rapidly growing private equity platform, is seeking a Fund Accountant to join its high-performing finance team. This role will support... ..., including health, retirement, and PTO Flexible/hybrid work environment (depending on location/team structure...PrivateFlexible hours
$128k - $252.5k
...are looking to work on complex transactions with corporate and private equity clients, this role offers the opportunity to support... ...Finance & Operations (M&A Finance), you will work across finance, accounting, and treasury priorities while helping clients address...PrivateLocal area- ...clients navigate both banking and wealth needs with a relationship-... ...institution where licensed advisors are supported by a collaborative... ...wealth, mortgage, insurance, private banking, and commercial... ...advanced degree in finance, accounting, economics, business management...PrivateWork experience placementLocal area
- ...Financial Analyst PositionThis is a hybrid role with three weeks per month onsite (Mon. – Thurs.). The fourth week is fully remote.... ...Functional Collaboration:Work closely with other departments, including accounting, operations, and cross functional business teams to gather...Work experience placementInternshipRemote work
- ...clients navigate both banking and wealth needs with a relationship-... ...respected institution where advisors are supported by a... ...wealth, mortgage, insurance, private banking, and commercial banking... ...advanced degree in finance, accounting, economics, business management...PrivateWork experience placementLocal area
$81.86k - $120.41k
...Wealth Advisor The Private Wealth Management team serves to manage, protect and grow. As a fiduciary... ...the client's objectives. This role is hybrid (Tues/Wed/Thur on-site). How you'll... ...spending, and dependent care accounts; adoption assistance; an employee assistance...PrivateWork at officeLocal areaFlexible hours- ...seeking an Audit Senior or Experienced Staff Accountant to join our Southlake team. You will... ..., reviews, and compilations across private company clients with emphasis on construction... ...multiple priorities in a supportive, hybrid-work environment. #J-18808-Ljbffr Milbern...
- ...functions and ending with the control and maintenance of the patient’s account until discharge. Within this range, the Financial Counselor is... ...payer requirements and outside financial resources, including private organizations and foundations, eligibility vendor(s), Medicaid,...PrivateExtra incomeFull timeContract workWork at officeLocal areaMonday to FridayShift workDay shift
- ...loans, mortgages, securities-based lending, private aircraft lending and exclusive deposit... ..., trust and estate administration, and wealth strategy capabilities to clients... ...banking preferred. Bachelor’s degree in Accounting, Finance, Business Administration or equivalent...PrivateInterim roleLocal areaImmediate startDay shift
- ...end‑to‑end services in administration, accounting, reporting, regulatory and compliance needs... ...team, you’ll work directly with leading private equity clients, supporting fund... ...benefits include paid parental leave and a hybrid work schedule, promoting both personal and...PrivateWorldwide
- ...maintain, and optimize Workday across multiple finance modules. This hybrid role focuses on end-user support, configuration, and reporting... ...FIN/PLNF/PRJT/EXP/PRO/ACC/SRCEXP. You will collaborate with Accounting, Finance, Tax and Internal Audit to ensure data integrity and...
$95.06k - $162.96k
...Role Summary As a Private Banker, you will expand and deepen relationships with high-... ...specialist to meet their financial needs. Key Accountabilities Develop financial expertise across... ...and advanced credit skills. Certified Wealth Strategist certification within 2 years...Private- ...(relocation assistance offered).Job Purpose: This position is accountable for the derivatives management function supporting the firm’s... ...flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life...Full timeWork experience placementRelocation packageFlexible hours
- ...responsibility Engaging leader with strong analytical, financial and systems skills BS degree in Finance, Accounting, or related field. MBA preferred. Experience in a private equity environment is a plus Limited travel required(25%) The ideal candidate is analytical,...PrivateRemote work
$85k - $105k
...Juniper Square, a leader in private market solutions, is looking for a Senior Fund Accountant to join their dynamic team. This role will involve delivering fund accounting services and enhancing the client experience for Real Estate, Private Equity, and Venture Capital...PrivateRemote work- LHH is seeking a Senior Accountant for a well-established investment management and financial services organization with a sophisticated portfolio and collaborative team environment. This opportunity is ideal for an accounting professional with experience supporting investment...Interim role
- Texas Capital, based in Dallas with offices in Fort Worth, is seeking a senior private banking professional to lead client relationships and coordinate a cross-disciplinary wealth management team. The role focuses on generating new clients, managing ongoing experience,...Private
- JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management in the United States. You will offer comprehensive financial planning and advice to individuals and families, building lasting relationships and delivering tailored investment solutions....Private
$99k - $191.26k
...International, a worldwide network of independent accounting and business advisory firms in 141... ...tracking system.Job Description:The Private Equity Fund Services (PEFS) Manager is responsible... ...to eligible employees.#LI-AB1#LI-Hybrid #J-18808-Ljbffr Baker Tilly Advisory...PrivateWork at officeLocal areaWorldwide- ...SNI Financial is seeking a VP of Technical Accounting to join one of the largest firms in Private Equity. The role involves partnering with fund accounting and finance teams to analyze complex fund transactions and ensure compliance with U.S. GAAP. The ideal candidate...Private
- Raghu Rajagopalan, Wealth Management Advisor -Northwestern Mutual a dynamic and growing wealth management... ..., fixed income, alternative, and private market asset classes. Monitor... ...Bachelor\'s Degree in Finance, Economics, Accounting, Business, or related field. Preferred...Private
- Cyperus Group LLC seeks an experienced fund accounting leader with deep PERE exposure to oversee the general ledger, allocations, and financial reporting for private equity clients. The role requires coordinating with audit teams and cross-functional groups while leveraging...Private
- ...process improvement and risk management, reporting to the CFO, with a potential hybrid work schedule and opportunities for professional development. Ideal candidates have a degree in accounting/finance and at least two years in finance, budgeting, or #J-18808-Ljbffr...
$73.7k - $117.92k
...Education: Bachelor's degree in Finance, Accounting, Economics, or a related field.... ...health care for all. Where You'll Work Our Hybrid Flex approach is built on presence with... ...Analysis Mergers and Acquisitions (M&A) Private Equity Stakeholder Management Strategic...PrivateWork at officeLocal areaRemote workFlexible hoursShift work2 days per week
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