Private Client Billing Analyst — Precision & Insight
Cozen O'Connor
Cozen O’Connor’s Private Client Services billing team is seeking an experienced PCS Billing Analyst in Boca Raton to oversee prebills, ensure accuracy, and support timely invoices. You will work with attorneys and paralegals to refine entries and narratives, then coordinate with finance for final invoicing. The role emphasizes attention to detail, ownership, and data-driven insights to improve billing efficiency and client experience within a sophisticated practice. #J-18808-Ljbffr Cozen O'Connor
$60k - $85k
...Private Client Services Billing Analyst Our Private Client Services (PCS) group advises high-net-worth individuals, families, fiduciaries, and family... ...to their attention early, offering data-driven insights to support informed decision-making. Monitor unbilled...Private clientHourly payFull time- ...Home Services, Inc. in Boca Raton, FL, is seeking a Financial Analyst to join our finance team and drive FP&A, reporting, and G&A initiatives... .... You will deliver accurate financial reporting and practical insights to help leaders understand performance and forecast reliability...Suggested
$140k - $180k
...Job Description Tax Manager | Private Client Group \n Boca Raton or WPB, FL | Hybrid | $140k to $180k \n \n The trouble with becoming good at your job is that sometimes you end up doing more of the same work. \n \n More returns to review. More deadlines...Private clientPrivate practice$140.14k - $315.52k
...Group Director, SVP (Private & Commercial Banker)Location: Palm Beach, FL 33480The Group... ...responsible for building and maintaining strong client relationships for the Private Bank by... ..., and leveraging cross functional insights. Aligns relationship building efforts with...Private clientLocal area- ...Beach, Florida is seeking a Senior Investment Advisor within Private Bank to manage client portfolios and deliver comprehensive investment guidance.... ...strategies, monitor performance, and provide market insights in a highly collaborative, in-office environment. The role...Private clientWork at office
- ...interacting directly with ultra-high-net-worth clients, and helping drive the business forward.... ...a background in finance, legal, or private equity, carry yourself with executive... ...travel, meetings, and correspondence with precision and confidentiality.Oversee client and...Private clientWork at office
$160k - $220k
Tax Senior Manager, Private Client Group Tax Senior Manager, Private Client Group 4 days ago Be among the first 25 applicants This range... ...We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-...Private clientFull time$90k - $125k
...Senior Tax Associate | Private Client Group Boca Raton | Hybrid | $90k to $125k The firm you join now could make a pretty big difference to the kind of Tax Manager you become in a few years. Especially if you're ambitious, enjoy learning and don't particularly...Private clientFull timePrivate practice- ...Berkowitz Pollack Brant, now Berkowitz Pollack Brant × Baker Tilly, seeks a seasoned Managing Director in Private Client Services to lead international tax for high-net-worth clients in a cross-border, multi-jurisdictional setting. Based in Florida, you will shape strategy...Private client
- ...Title: Client Relations Specialist- Private Client Group Joyal Capital Management, LLC is a very successful boutique financial firm serving the high net worth space for nearly 40 years. Our firm is very unique and because of this we look to recruit atypical human capital...Private client
$185k - $195k
...interested in building a long-term career in estate planning and private wealth services in Boca Raton, Florida ? A leading AmLaw 1... ...a sophisticated trusts and estates practice, gain meaningful client exposure early in their career, and learn from experienced...Private clientFull timeWork at office- ...Distinct | North America is seeking a Senior Tax Manager for its Private Client team in Palm Beach Gardens or Boca Raton, FL. The role focuses on high net worth individuals, trusts and estates, with opportunities for advisory work beyond return review. You will handle...Private client
$110k - $140k
...Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You... ...tax due diligence and structuring engagements for private equity and strategic clients across a variety of industries. You will work directly with...Private clientWork at officeLocal area- Billing Analyst Position Summary The Billing Analyst reports to the Senior Manager, Billing Finance and is responsible for managing the end-to-end billing process for an assigned customer portfolio. This role ensures billing accuracy, prepares and distributes invoices,...Contract workWork at office2 days per week
- AmTrust Financial Services is seeking a Medical Bill Review Support Analyst to join the Medical Management team. You will provide strategic and technical bill review to assist claim offices and adjusters, supporting cost containment and improving billing accuracy for workers...
- ...providers thrive through expert revenue cycle management, strategic insight, and innovative solutions. We're always looking for passionate,... ...We are seeking a detail-oriented and analytical Financial BI Analyst to join our team. This role is responsible for designing and...Temporary workFlexible hours
$140k - $180k
Distinct | North America’s Boca Raton private client tax practice is seeking a Tax Manager to advise high net worth families and oversee engagements. You'll lead client relationships, mentor staff, and work with Partners across the firm. The role offers hybrid flexibility...Private clientPrivate practice$230k - $400k
...locations...list found at the bottom of this description. HYBRID Our client, a national AmLaw 200 firm, is seeking a highly skilled... ...strategiesWhy Join Us?This is an exceptional opportunity to join a dynamic private client practice at a Chambers-ranked firm with a strong...Private clientPrivate practiceWork at office3 days per week- JPMorgan Chase in the United States seeks a Relationship Manager in Consumer and Community Banking to build and maintain high-net-worth client relationships across banking, lending, and investments. You will deliver tailored advice and develop thoughtful solutions while...Private clientLocal area
- Rockefeller Capital Management in Boca Raton, FL is seeking a Senior Client Associate to join its Private Advisor team within the Global Family Office unit. You will interact directly with high-net-worth clients, manage account opening, asset transfers, and ongoing administrative...Private clientWork at office
- ...Private Client Trusts & Estates Associate Attorney / Senior Associate AttorneyDirect Counsel is seeking a Private Client Trusts & Estates Associate Attorney or Senior Associate Attorney with a minimum of 4 years of experience in sophisticated trusts and estates matters...Private clientPrivate practiceWork at officeRemote work2 days per week
- ## Private Client Services Tax ManagerApplyremote type: Hybridlocations: Boca Raton, FLtime type: Full timeposted on: Posted 6 Days Agojob... .... Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.# *...Private clientWork at officeLocal area
$100k - $125k
.... 500” list of fastest-growing private companies in the United States.... ...environment for team members and clients alike. Position Overview - Senior Financial Analyst ( Corporate Development &... ...performance, and surface actionable insights that inform deal decisions and...Full timeWork experience placementWork at officeLocal areaFlexible hours- ...J.P. Morgan Chase is hiring a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. You will build client relationships, deliver personalized investment solutions, and...Private client
$185k - $195k
...oriented Junior Estate Planning Associate to join its growing Private Wealth Services team in Boca Raton, Florida . This is an... ...growing Boca Raton office provide a wide array of legal services to clients with business interests and investments throughout Florida and...Private clientWork at office- ...hybrid and based out of Boca Raton, FL Office. The Financial Analyst supports Cinch's FP&A, Reporting and General & Administrative... ...financial reporting, thoughtful analysis, and practical business insights. This role combines core FP&A responsibilities with month-end...Work at office
$135k - $250k
...skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.... ...State & Local tax, R&D Tax Credit, as well as International and Private Client services Withum's Tax Services Group will be based out of our...Private clientWork at officeLocal area$197.5k - $348.7k
Tax Director, Private ClientWe use cookies to enable necessary site functionality, to provide... ..., tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...* Manage client engagement staffing, billings/collections, and ensure client profitability...Private clientFull timeLocal areaWorldwide$90k - $170k
...strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services. This Tax Supervisor role will be based out of our Boca Raton, FL, Columbia, MD, New York City, Orlando, FL, Tysons...Private clientWork at officeLocal area$145k - $185k
...development initiatives, strengthening client relationships, and expanding service offerings... ...services grounded in innovation, precision, and technical excellence. Our expertise... ...wastewater engineering consulting for municipal, private, and public agency clients. ~ P.E....Private clientHourly payWork at officeLocal areaImmediate startAfternoon shift
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