Director, Private Client Advisory & Leadership
Alvarez & Marsal
Alvarez & Marsal in West Palm Beach, FL seeks a Director to join our Private Client Services (PCS) practice. You will lead client engagements, oversee accounting processes, and develop trusted relationships with high net worth clients. Role focuses on managing teams, ensuring timely financial reporting, and delivering high-quality deliverables with integrity and confidentiality. A CPA and 5+ years in similar settings are preferred. #J-18808-Ljbffr Alvarez & Marsal
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Director, Private Client Advisory & Leadership in West Palm Beach, FL vacancy
- ...Valuation, and Business Advisory. We stand as a trailblazing... ...with extraordinary clients spanning every industry,... ...RoleAs a member of the Private Client Services practice, Tax Directors oversee the efforts of and... ...related tax issues;• Proven leadership and strong interpersonal...Private clientFull timeWork experience placementPrivate practiceH1bWork at officeLocal areaWork visa
- ...the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our... ...of one of the largest and fastest growing accounting and advisory firms in the industryYou will have the flexibility to manage...Private clientFull timeWork experience placementPrivate practiceLocal areaRemote work
- ...EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking... ...ideal candidate will possess strong leadership skills and the aptitude to foster... ...and fastest growing accounting and advisory firms in the industryYou will have the...Private clientFull timeTemporary workPrivate practiceWork at officeLocal area3 days per week
- A leading tax advisory firm in West Palm Beach is seeking a Manager for their Private Client Services. The role involves overseeing multiple engagement teams and managing sophisticated clients, including high-net-worth families. Candidates should have over 4 years of relevant...Private client
- A prominent accounting firm in West Palm Beach is looking for a Tax Manager to oversee multiple client engagements. Responsibilities include preparing and reviewing tax returns for individuals and entities, building client relationships, and managing staff. Candidates...Private client
$130k - $175k
...hands‑on approach to solving our clients' problems and assisting them... ...We’re currently growing Our Private Client Services (PCS)... ...tremendous growth, we're seeking a Director to join our team. How You Will... ...for add‑on work, thought leadership, new client pitches, and optimizing...Private clientPart timePrivate practiceWork at officeFlexible hours- ...seeking a Tax Partner for our Private Client Services (PCS) practice,... ...on delivering integrated tax advisory and compliance solutions to... ...engagements. As a member of the PCS leadership team, you will contribute to... ...of 2 years in a Partner or Director-level role at a public...Private clientFull timePrivate practiceLocal area
- ...the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with... ...the ordinary, working with extraordinary clients spanning every industry, regardless of... ...of your success!The RoleManagers in our Private Client Services (PCS) practice oversee multiple...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa
- Job Overview We are seeking a Tax Manager to join the Private Client Services (PCS) practice. The role involves overseeing multiple client... ...conducting research. The manager should demonstrate strong leadership and foster professional growth among staff. Preferred location...Private clientPrivate practiceWork at officeLocal area3 days per week
- ...for a strategic, operationally minded Director of Client Delivery to lead the delivery function... ...largest and fastest growing accounting and advisory firms in the industry You will have... ...Project Coordinator.Provide delivery leadership and operational guidance across...Full timeContract workLocal area
- SCS Engineers seeks a Senior Engineer/Project Director to lead solid waste projects in the Tampa... ...operations support. The role requires strong client interaction and oversight as Engineer of Record for public and private clients. Hybrid in the Tampa office is expected...Private clientWork at officeRelocation
- LeoForce is seeking a Senior Private Client Services professional for our West Palm Beach office to serve UHNW clients with complex tax and estate planning needs. Role emphasizes leadership, mentoring, and high-touch service in a private client setting. The candidate should...Private clientWork at office
- ...career-defining opportunity where your leadership, strategic vision, and client expertise are recognized and... ...every day.” Kaufman Rossin is a privately owned, independent public accounting... ...relationships, maintain objectivity in our advisory approach, and make strategic...Private clientWork at office
Kaufman Rossin
Palm Beach Gardens, FLmore than 2 months ago - ...consulting firm, partnering with clients to solve the world’s most... ...phaseExperience and knowledge of FAA Advisory Circulars and Airport Design... ...partner with public- and private-sector clients to create... ...your technical expertise and leadership skills, helping you build the...Private clientFor contractorsSecond jobLocal areaWorldwideRelocationFlexible hours
- EisnerAmper LLP is seeking a dedicated Tax Manager to join their Private Client Services (PCS) practice in West Palm Beach. This hybrid role requires overseeing client engagements, reviewing complex tax returns, and fostering staff development. The ideal candidate has...Private clientPrivate practice
$90k - $100k
...As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration... ...that's enough about us, let talk about you! As a Private Client Advisor, you will be a brand ambassador for...Private clientLocal areaFlexible hoursHenley and Partners
West Palm Beach, FL2 days ago- ...Private Wealth Client Associate WEST PALM BEACH, Florida To proceed with your application,... ...through a personal relationship with their advisory team committed to their needs. We... ...experiences. These journeys foster resilience, leadership and innovation, strengthening our...Private clientSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
West Palm Beach, FL1 day ago - ...ABA-accredited law school requiredFlorida bar admission required or ability to become admittedWhy This OpportunitySophisticated private client and wealth planning practiceExposure to high-net-worth and ultra-high-net-worth clientsDirect client interaction and meaningful...Private client
Aligned Talent Acquisition
Palm Beach, FL2 days ago - JPMorgan Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals... ...client outcomes. The role requires at least 2 years in financial advisory, active Series 7 and 66 licenses or by 60 days, and Life/...Private client
- Financial Advisor - Private Bank Financial Advisory - Private Wealth: Covers jobs responsible for advising clients regarding advantages and disadvantages of different financial products and determines which financial products are suitable for client needs and financial...Private clientWork at officeImmediate start
$29.39 - $48.99 per hour
...Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting... .... Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for...Private clientHourly payFull timeWork experience placementWork at office- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored... ...and families. You will build a book of business, rely on leadership and relationship-building skills, and collaborate with partners...Private client
- ...delivering high-quality tax, assurance, and advisory services and has been consistently... ...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...system.***As a Senior Associate in our Private Client Services International Tax...Private clientLocal areaWorldwide
- ...Resources is assisting a well known CPA firm in West Palm Beach, FL, to hire a Senior Tax Manager focused on high-net-worth and private equity clients. The role is hybrid with three in-office days in West Palm Beach. You will review complex partnership and HNW returns,...Private clientWork at office
- Andersen Tax seeks a seasoned Tax Director for its Private Client Services. The role oversees complex federal and multi-state returns, leading client service teams and delivering innovative tax planning strategies for high-net-worth clients and family offices. You will...Private clientLocal area
$150k - $190k
...professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are... ...more about CIBC, please visit CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO), you are responsible...Private clientFull timeRemote work- A leading investment firm in West Palm Beach is seeking an Investment Analyst to enhance client relationships and support high net worth individuals. The analyst will review portfolios, collaborate with the National Investments Team, and assist with client trades. Ideal...
- ...FL We are seeking a highly creative, client-facing, and experienced Event Designer,... ...What You’ll Do Creative & Design Leadership Creative lead for luxury weddings, galas... ...with luxury planners, venues, hotels, and private clients Generate and close new business...Private clientFlexible hours
The Special Event Resource And Design Group
West Palm Beach, FLa month ago - ...International Tax. In this role, you will prepare and review international tax compliance filings and provide consulting services for clients with global investments. The ideal candidate has a Bachelor’s degree in Accounting, CPA license, and 2-4 years of relevant...Private client
- ...families. Duties Collaborate with estate planning attorneys on wealth transfer strategies and tax‑efficient structuring. Advise private clients and trusts on real estate acquisitions, dispositions, and financings. Structure and negotiate transactions involving estate...Private client
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Director, Private Client Advisory & Leadership. Be the first to apply!
Related searches
- director client management West Palm Beach, FL
- director of client services West Palm Beach, FL
- customer care manager West Palm Beach, FL
- contact centre manager West Palm Beach, FL
- director of customer service West Palm Beach, FL
- manager customer service West Palm Beach, FL
- director client management
- head of customer service
- director client operations
- program manager client services