Asset Management Audit Lead - Client-Facing & Strategy
$91.4k - $186.9kCrowe
Crowe is seeking an experienced Audit Manager to oversee audit teams and client relationships in Miami, Florida. The role involves managing audit strategies, compliance, and presenting findings to senior management. The ideal candidate will have a Bachelor's or Master's degree in accounting or a related field, CPA certification, and a minimum of 5 years in public accounting. A competitive salary ranging from $91,400 to $186,900 per year is offered. #J-18808-Ljbffr Crowe
$103.6k - $189.7k
...side by side with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset Management and Insurance. Our purpose is... ...deliverables Ability to lead projects and work independently... ...assurance, consulting, tax, strategy and transactions. Fueled by...AssetSummer holidayWork at officeLocal areaFlexible hours$95.5k - $195.4k
Crowe is seeking a Private Client Service Tax Manager in Miami, Florida, responsible for both compliance and consulting. This role includes preparing... ...managing client relationships, and providing tax planning strategies for high-net-worth individuals and entities. Candidates...Suggested- Client Service Leader - USACE Military Programs Seeking... ...development professional to lead and expand our Architect... ...Serve as the client‑facing representative, attuned... ...analytics, digital delivery, asset management, automation) as part of client strategy, pursuits, and project...AssetWork experience placementFor subcontractor
- Our client - A boutique wealth management firm is seeking a polished, detail-oriented Client... ...sophisticated investment strategies and personalized wealth... ...operate in a fast-paced, client-facing environment. Key... ...client portfolios across asset classes Prepare performance...Asset
- ...top-tier public accounting firm is seeking an experienced Tax Manager to lead its growing tax practice. This position offers a flexible... ...or fully remote work environment, focusing on mentorship and client excellence. The ideal candidate will have a CPA license, 5+ years...SuggestedRemote workFlexible hours
- Kaufman Rossin, a top accounting firm in Miami, is seeking an experienced Accounting Services Manager. This role involves onboarding new real estate clients and establishing accounting processes. The ideal candidate should have at least eight years of accounting experience...
$130k - $200k
...world's largest alternative asset manager. We seek to create positive economic... ...Equity Investor Product Strategy, AVP Job Description... ..., developing investor-facing deliverables and performance-... ...product development, existing clients and prospective investors...AssetLocal areaFlexible hours$91.4k - $186.9k
...of our DNA across our audit, tax, and consulting groups... ...: Oversee and manage a team of auditors,... ...primary point of contact for clients, managing relationships... ...Plan and design audit strategies and approaches tailored... ...with Private Equity, Asset Managment and Fintech...AssetLocal areaWorldwideHome office$120.9k - $254.9k
...part of our DNA across our audit, tax, and consulting... ...business challenges their clients face and a dedication to audit... ...looking for Audit Senior Managers with experience in the Asset Management industry vertical... ...you will further learn to lead, gain deep industry insight...AssetLocal areaWorldwideHome office- ...Functional Summary The Audit Manager is primarily... ...may be assigned: Lead the planning, execution... ...means of safeguarding assets and, as appropriate, verify... ..., concepts, KPIs, and strategies to make informed... ...personalized service. Client excellence. ~ Innovative...AssetWork at office
$70.6k - $139.8k
...Audit Senior Associate Your journey at Crowe starts... ...challenges their clients face and a dedication to audit... ...will further learn to lead, gain deep industry... ...and working with client management and staff at all... ...working with Banking, Asset Management and Private...AssetLocal areaWorldwideHome office- A leading marketing agency seeks a Media Supervisor (Programmatic) responsible for leading the planning... .... You will generate insights for effective strategies and manage the delivery of creative assets, all while ensuring client satisfaction. The ideal candidate has robust...Asset
- ...&A Director - Wealth Management & Commercial Strategy will oversee financial... ..., investors, and clients. Key Responsibilities... ...strategies and goals. Leads advanced financial modeling... ...portfolio analysis, asset allocation, risk... ...commercial or client‑facing contexts. Expertise in...AssetPermanent employmentTemporary workWork at officeFlexible hours
$110k - $150k
...A leading asset management firm in Miami seeks an Associate for the Investor Product Strategy team. This role involves creating investor-facing deliverables, financial analysis, and performance reporting. The ideal candidate has an undergraduate degree, over 3 years of...Asset$124k - $335k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice... ...the opportunity to help our clients meet their tax obligations... ...complex business issues from strategy to execution. PwC... ...engagements. * Initiate and lead open conversations with teams...AssetH1bLocal areaOverseas- ...educational and financial assets, community, and... ...the convener and lead organization of... ...will build and manage cross‑sector partnerships... ...Bank On Coalition strategy, manage Bank On... ...who will engage clients around financial education... ...with challenges facing unbanked/...AssetBank staffWork at officeLocal areaRemote workWeekend workAfternoon shift
- Director of FP&A - Wealth Management & Commercial Strategy page is loaded##... ...executives, investors, and clients.**Key... ...strategies and goals.* Leads advanced financial modeling... ...portfolio analysis, asset allocation, risk profiling... ...commercial or client-facing contexts.* Expertise...AssetPermanent employmentTemporary workWork at officeFlexible hours
$103.6k - $189.9k
...side by side with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...professional network Ability to lead a team of professionals... ...assurance, consulting, tax, strategy and transactions. Fueled by...AssetSummer holidayLocal areaFlexible hours$91.4k - $186.9k
Responsibilities Oversee and manage a team of auditors,... ...to ensure high-quality audit work that is conducted... ...point of contact for clients, managing relationships... ...Plan and design audit strategies and approaches tailored... ...working with Private Equity, Asset Management and Fintech...AssetLocal areaHome office- Goldman Sachs in Miami, FL is seeking an Associate, Non-Self-Sustaining Advisor to create wealth management strategies for ultra-high net worth clients, mainly from Mexico. The role involves advising clients, formulating investment views, and expanding business networks...Asset
$91.4k - $186.9k
...of our DNA across our audit, tax, and consulting groups... ...:Oversee and manage a team of auditors, providing... ...primary point of contact for clients, managing relationships... ....Plan and design audit strategies and approaches tailored... ...with Private Equity, Asset Managment and Fintech...AssetLocal areaWorldwideHome office- ...looking for a Registered Client Service Associate to:... ...Financial Advisor keep management systems up-to-date with... ...within a client facing team • unyielding attention... ...About us UBS is a leading and truly global wealth... ...provide diversified asset management solutions and...AssetWork at officeFlexible hours
$99k - $266k
...Practice Industry/Sector: Asset and Wealth Management Time Type: Full... ...and guidance to clients on tax planning, compliance, and strategy. These individuals help... .... You are expected to lead with integrity and authenticity... ...specific PwC tax and audit guidance), the Firm's...AssetFull timeH1b- # Private Equity Investor Product Strategy, AVPBlackstonevpPrivate Equityfull-timeLocationMiami... ..., the world's largest alternative asset manager with .1 trillion in assets under management... ...reporting, and developing investor-facing deliverables and performance-related data...AssetFull time
- ...skilled at developing wealth management strategies? Does financial data excite... ...Assist Financial Advisors with client/potential client meetings... ...goals • develop customized asset allocation strategies and... ...English About us UBS is a leading and truly global wealth...AssetFlexible hours
- ...Overview ABOUT US: Founded in 1993, Bayview Asset Management is an investment management firm focused on... ...Analyst / Associate to support (and increasingly lead) internal client engagements focused on strategy and operational improvement. This includes working...AssetApprenticeshipWork at officeLocal areaFlexible hours
$116.2k - $212.9k
..., working side by side with a range of clients from our most venerable institutions to... ...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights...AssetSummer holidayFlexible hours$73.5k - $212.28k
...advice and guidance to clients on tax planning, compliance, and strategy. These individuals... ...strengths, and managing performance to deliver... ...are expected to lead with integrity and... ...specific PwC tax and audit guidance), the Firm... ...handling proprietary assets, or collaborating...AssetFull timeH1b- ...Director to join the Private Client Services (PCS) practice, able... ...will have the flexibility to manage your days in support of our commitment... ...client services Ability to lead and manage engagements,... ...meet the pressing issues they face today and position them for success...Work experience placementPrivate practiceLocal area
$95.5k - $195.4k
...core part of our DNA across our audit, tax, and consulting groups.... ...: As a Private Client Service Tax Managerinvolved in... ...implementing special projects. The Tax Manager is responsible for the... ...tax planning and tax savings strategies. Research and consult on complex...Work at officeLocal areaRemote workWorldwide
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