Accountant - Private Client Services
HireNexus
Accountant, Private Client Services Location: Scottsdale, AZ Hirenexus is partnered with a local Multi‑Family Office to add an additional Accountant to their team, supporting the delivery of high-quality accounting services to private clients. This individual will be responsible for overseeing day-to-day client accounting activities, reviewing deliverables, and supporting clients directly. Responsibilities Lead accounting and bookkeeping services provided to clients and their entities/businesses Assist with estimated tax calculations, tax filings, accounts receivables, accounts payables, and payroll processing Input new client and financial data, verify information, reconcile accounts, and conduct audits as needed Create and prepare financial reports Qualifications Bachelor’s degree in accounting, finance, or related field 5+ years of prior experience with bookkeeping, bill pay, and accounting procedures Experience with QuickBooks and/or Bill.com required Must be a self-starting individual who takes responsibility for his/her work and actively sees projects through to successful conclusions while maintaining a high level of communication with team members Desire/ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilities Proficiency in Microsoft Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systems #J-18808-Ljbffr hireneXus
- ...Hirenexus is seeking an Accountant for Private Client Services in Scottsdale, AZ. The role involves overseeing client accounting activities, ensuring high-quality services, and leading bookkeeping and financial reporting. The ideal candidate should have a Bachelor's degree...Private client
- ...Aprio, a progressive firm located in Scottsdale, Arizona, is seeking a Tax Manager for its Private Client Services. In this role, you'll lead and manage a team of tax professionals, develop strategies, and offer consulting services on various tax issues, ensuring compliance...Private client
- A leading accounting firm in Phoenix, Arizona is seeking a Tax Experienced Manager for its Private Client Services. The successful candidate will manage tax compliance and consulting engagements, supervise staff, and develop client relationships. A Bachelor's degree and...Private client
- A respected Phoenix-based law firm with a well-developed private client practice is seeking an Associate Attorney to join its Estate Planning... ...culture that supports attorney development and client service excellence. About the Role This is a hands-on position offering...Private clientPrivate practice
- ...Tax Posting Title Manager, Tax - Private Client Ref # 2236745 Date Published Tuesday... ...compliance, consulting, and planning services to individuals, multi-generational... ...or more of related experience in public accounting, law firm, or trust department Bachelor...Private clientFull timeFlexible hours
- ...responsible for providing tax and consulting services to business clients with pass through entities and to... ...’s degree, required; major in Accounting, Finance, Economics or Statistics, preferred... ...experience and/or public accounting, private industry accounting or consulting/...Private clientWork at office
- ...Associates (“World”) is a unique financial services organization with a global network of... ...Position Summary Independently leads client strategy and service on the largest and most... ...Responsibilities, as applicable Setup and maintain account details, contacts, and policy information...Private clientWork experience placement
- ...provides a level of professional support to both candidates and clients that exceeds recruiting industry standards. Headfarmer is seeking a Senior Fixed Asset Accountant to join one of our most dynamic private equity backed clients. In this capacity, you will work closely...Private clientPermanent employmentContract workImmediate start
- ...you can make your mark as a Business Process Specialist, Private Client Services at MMA. Marsh McLennan Agency (MMA) provides business insurance... ...of integrity, collaboration, passion, innovation, and accountability. Our future colleague. We’d love to meet you if your...Private clientPermanent employmentLocal areaRemote workNight shift
$98.5k - $160k
...Tax Manager - Private Client Services Join Aprio's Tax team and you will help clients maximize their opportunities. Aprio is a progressive... ...members Qualifications: ~ Bachelor's degree in Accounting ~ Master's degree in Taxation preferred ~ Recent experience...Private clientFull timeLocal areaRemote workFlexible hours$103.1k - $188.9k
...serving the global financial services marketplace and the only professional... ...side by side with a range of clients from our most venerable... ...EY's FSO EDGE Private practice provides comprehensive... ...tax returns, tax research, tax accounting and other tax projects are timely...Private clientPrivate practiceSummer holidayLocal areaFlexible hours- ...a Business Development Executive to drive new business for Private Client Services. This role involves making sales calls, cultivating relationships... ..., and conducting market research to identify potential accounts. The ideal candidate will have five years of new business...Private client
$53.9k
...development and creative distribution methods, along with excellent client service and support. In addition to our robust domestic portfolio,... ...changing insurance market. Job Description The C&F Stop Loss Accounting department of the Accident & Health, Medical Business Unit,...$52.6k - $98k
...what makes us different and how you can make your mark as a Private Client Advisor at MMA. Marsh McLennan Agency (MMA) provides business... ...offices across North America, we combine the personalized service model of a local consultant with the global resources of the...Private clientMinimum wageLocal areaNight shift- JOB DESCRIPTION Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience... ...Education Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred Master’s degree...Private clientPrivate practiceWork at office
- Insurancecenterinc seeks a Personal Lines Private Client Account Executive in Scottsdale, AZ. The candidate will independently manage client strategy and service for complex insurance cases. Key qualifications include 5+ years of experience in Personal Property & Casualty...Private clientFull time
$75k - $90k
...Start Your Next Career Chapter in a Growing Local CPA Firm We're looking for a hands-on Senior Accountant who wants more ownership, more variety, and direct exposure to clients, not just another accounting role. This position is ideal for someone who enjoys managing...Local areaFlexible hours- ...insurance needs with personalized service, while our dedicated team... ...and lasting value for our clients. Why Choose HUB? Throughout... ...relationships with others Account Executive (AE) The Account... ...working with high net worth and private client carriers ~...Private clientWork at officeLocal areaFlexible hours3 days per week
- ...investors in the country. Within the firm's Private Client Group (PCG)-the division dedicated to... ...business is evolving-rethinking its service model, deepening client advocacy, and... ...for the West Region, with direct accountability for offer penetration, client retention...Private clientShift work
$120k - $160k
...Salary: $120,000 - $160,000 per year A bit about us: We are a well-established firm dedicated to providing exceptional client service across a wide range of practice areas. Our attorneys are recognized for their skill, dedication, and practical approach to solving...Contract workLocal area$93.1k - $173.4k
...you can thrive as a Business Development Executive at MMA Private Client Services – National. Marsh McLennan Agency (MMA) provides business... ...while cultivating and handling a large portfolio of potential accounts aiming to meet personal target sales expectations. You will...Private clientMinimum wageLocal areaNight shift- Position: Senior Accountant or Accounting Manager, Client Advisory Location: Scottsdale, AZ Type: Full-Time Reports To: CEO & Founder Fintrepid Solutions is a fast-growing entrepreneurial professional services firm that serves entrepreneurs. We are dedicated to providing...Full timeWork at officeRemote work
- A leading financial services firm is seeking a Private Client Advisor in Phoenix, Arizona. You will offer financial planning and investment solutions to individuals and families, delivering a personalized client experience while building strong relationships. The ideal...Private client
- A leading financial services firm in Phoenix is seeking a Private Client Advisor to offer financial planning and investment solutions. The ideal candidate will have at least 2 years of experience, strong relationship management skills, and the necessary financial licenses...Private client
- A prominent financial services firm in Phoenix is seeking a Private Client Advisor to deliver tailored investment solutions and comprehensive financial planning for a diverse clientele. The ideal candidate will have a strong background in client relationship management...Private client
- ...J.P. Morgan Chase is looking for a Private Client Advisor in Scottsdale, Arizona. In this role, you will offer comprehensive financial planning and advice, build client relationships, and provide personalized investment solutions. Required qualifications include at least...Private client
- A leading financial services firm in Phoenix is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The role demands excellent relationship management skills, a valid Series 7 and 66, and the ability to educate clients...Private client
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private Equity...Private client
- JPMorgan Chase & Co. is seeking a Private Client Banker in Phoenix, Arizona. You will be the main point of contact for affluent clients,... ...regulations. A strong relationship-oriented approach and financial services experience are necessary. #J-18808-Ljbffr JPMorgan Chase &...Private client
- A major financial institution is seeking a Private Client Advisor in Phoenix, Arizona. In this role, you will offer comprehensive financial planning and advice to clients of varying wealth. The ideal candidate will have at least 2 years of financial advisory experience...Private client
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