Senior CPA Advisor: Lead Client Relationships & Strategy
Evans May Advisory
Evans May Advisory is seeking a Senior Advisor in Carmel, Indiana to play a meaningful leadership role. You’ll manage client portfolios, provide tax and advisory support, and enhance client relationships. Ideal candidates have an active CPA license and 5-10 years of public accounting experience, with strong communication and leadership skills. Join a firm that prioritizes flexibility, growth, and shared success. Competitive compensation and a modern office environment await you. #J-18808-Ljbffr Evans May Advisory
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior CPA Advisor: Lead Client Relationships & Strategy in Carmel, IN vacancy
- ...role: Wells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager for clients with annual revenue of $100MM... ...soliciting feedback; act as an advisor to guide and influence others... ...internal stakeholders Lead the strategy and resolution for full suite...SeniorWork experience placement
Wells Fargo
Indianapolis, IN1 day ago - ...for an experienced Vice President & Senior Portfolio Manager to manage investment portfolios and engage with clients. This critical role requires over 10... ...management, with a strong focus on client relationships and investment strategies. The ideal candidate will possess...Senior
$120k - $180k
...firm in Indianapolis seeks a Principal to manage client relationships and oversee tax operations. This role involves leading a tax team, preparing and reviewing tax returns... ...with regulations. Candidates should have a CPA certification, 8+ years in public accounting, and...SuggestedRemote workFlexible hoursRevel
Indianapolis, IN2 days ago- A financial advisory firm in Carmel, IN is seeking an experienced Financial Advisor to manage and grow high-net-worth client relationships. The ideal candidate has over 5 years of experience, a CFP® designation, and a collaborative approach to client management. This role...Senior
$106.5k - $267.5k
Crowe seeks a Senior Tax Manager in Indianapolis, Indiana... ...pivotal role involves leading client service teams,... ...and fostering client relationships. The ideal candidate will... ...experience, an active CPA license, and strong technical... ...as it influences firm strategy and client service...Senior- ...Growth Own Your Future The Senior Client Manager provides efficient,... ...will build effective working relationships with each client in order to... ...by: Working with the Risk Advisor, service team, and other internal... ...risk management service strategy for each client Independently...SeniorFull timeWork at officeRemote workAfternoon shift
- JPMorganChase is hiring an Associate Relationship Banker in Carmel, Indiana. Candidates will provide exceptional service to clients and utilize financial knowledge to help meet their banking needs while fostering strong client relationships. The ideal candidate has sales...
- JPMorgan Chase & Co. in Carmel, Indiana is seeking an Associate Relationship Banker to deliver exceptional service in a welcoming... ...role involves utilizing advanced banking solutions to assist clients effectively and contribute to branch success. The ideal candidate...Afternoon shift
- H&R Block is looking for a Tax Advisor in Indianapolis, Indiana. In this role, you will build and maintain year-round client relationships while providing tax preparation and planning services... ...or a related field, and ideally hold a CPA or Enrolled Agent certification. The...Senior
- ...A leading financial services company is seeking a Financial Consultant in Indianapolis, Indiana, to develop and implement investment and insurance strategies tailored to client needs. The role emphasizes relationship management, business development, and coaching branch...
PNC Financial Services Group
Indianapolis, IN10 hours ago - ...relationshipdriven Wealth Advisor to deliver... ...personal engagement to help clients preserve, grow, and transfer... ...Client Relationship Management Serve... ...evolving financial needs. Lead regular review meetings... ...confident in their financial strategy. Financial Planning...Senior
Goelzer Investment Management
Carmel, IN21 hours ago - ...advisory firm based in Indianapolis is seeking a Wealth Advisor to build and manage client relationships, primarily focused on high net worth individuals.... ...Competitive salary and opportunity for career growth within a leading advisory firm are provided. #J-18808-Ljbffr Beacon...Senior
- ...seeking a Vice President & Trust Officer to manage high-net-worth client relationships and oversee complex trust and fiduciary accounts. Equipped... ...5+ years of relevant experience, you'll serve as a trusted advisor ensuring compliance and operational excellence. The role...Senior
- ...Senior Manager Of Advisor Development Valeo Financial Advisors... ...financial advice to our clients with one simple... ...strong interpersonal relationships through regular touchpoints... ...-related actions; Lead the annual... ...advisor development strategy by assisting in the...SeniorWork at office
Valeo Financial Advisors LLC
Carmel, IN4 days ago - ...America in Indianapolis, IN is seeking a motivated individual to help uncover personal banking needs for clients. Responsibilities include developing client relationships, customizing banking solutions, and managing risk in transactions. Candidates should have at least one...SeniorWeekend work
- ...audit duties, supervise staff, and communicate effectively with clients. Qualifications include 2-4 years of audit experience and a degree... .... A commitment to professional development and obtaining a CPA license is preferred. #J-18808-Ljbffr KSM Business Services, Inc...Senior
- ...First Merchants Bank is seeking a Customer Relationship Representative to join our team! This... ...current and future financial needs of bank Clients. Deliver upon a meaningful customer... ...Sales and Business Development Actively lead and participate in sales and service...Flexible hoursNight shift
First Merchants Bank
Carmel, IN17 days ago - A leading engineering consultancy is seeking a Senior Mechanical Engineer in Indianapolis, IN. This role involves leading mechanical projects, managing budgets, and maintaining client relationships. The ideal candidate will have a Bachelor’s in Engineering, 5+ years of...Senior
$52k
...Job Description: At Regions, the Senior Small Business Relationship Banker is responsible for meeting with... ...using generated customer and prospect lead lists of small business and consumer... ...to assess the needs of small business clients Strong verbal, written...SeniorFull timeWork at officeFlexible hoursRegions Bank
Indianapolis, IN3 days ago- ...Indianapolis is looking for a dedicated banking professional to enhance client experiences by performing various essential tasks.... ...of banking experience and a passion for building strong client relationships. The role also offers competitive pay and comprehensive training...Senior
$121.5k - $198k
Join to apply for the Advisor/Sr. Advisor - Inspection Lead role at BioSpace 1 day ago Be... ...Inspection Readiness Strategy & Execution Lead the development... ...employees. #WeAreLilly Seniority level Seniority level Mid... ...” roles. GUCCI Senior Client Advisor - Indianapolis...SeniorFull timeWorldwideFlexible hours$52k
Job Description The Senior Small Business Relationship Banker is responsible for meeting with customers and prospects... ...generated customer and prospect lead lists of small business and consumer... ...assess the needs of small business clients Strong verbal, written communication,...SeniorFull timeWork at officeFlexible hours- A leading food product company based in Carmel, IN is seeking a Senior Director of Social Media Strategy to enhance brand presence and drive engagement for Splenda® and SlimFast®. The successful candidate will craft social media strategies across various platforms, oversee...Senior
- ...an experienced professional in Carmel, Indiana, to help clients achieve their financial goals by providing... ...solutions. Key responsibilities include planning financial strategies, managing client relationships, and ensuring compliance with regulatory requirements....
- Donovan CPAs is seeking a dedicated professional to lead financial statement audits and manage client onboarding. The role requires a Bachelor’s degree in accounting, CPA licensure, and a minimum of five years in public accounting. You'll oversee audit engagements, ensuring...Senior
- A prominent consulting firm in Indianapolis seeks a Senior Software Developer to create high-quality software solutions... .... The role involves hands-on development, consulting relationships with clients, and leading a team to meet project deliverables. Candidates should...Senior
- ...Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals... ...rooted in each client's values and vision for... ...Forvis Mazars Global, a leading global professional services... ...a workplace where relationships matter, learning fuels...SeniorFlexible hours
Forvis Mazars
Indianapolis, IN21 hours ago $19.47 - $23.56 per hour
First Financial Bank is looking for a Consumer Banker in Indiana to deepen client relationships through direct business and referrals. This role involves account maintenance, client engagement, and adherence to compliance standards. The ideal candidate will have 3-4 years...Hourly pay$20.67 - $31.25 per hour
KeyCorp in Indiana seeks a motivated Personal Banker to build customer relationships and achieve sales goals. The ideal candidate will engage clients in discussions about financial wellness, open accounts, and ensure compliance with banking procedures. This position values...Hourly pay- A leading engineering consulting firm seeks an Industrial Client Service Leader to spearhead their strategy in the U.S. data center market. The role focuses on business development, building client relationships, and managing services across multiple projects. Candidates...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior CPA Advisor: Lead Client Relationships & Strategy. Be the first to apply!
