Wealth Management Audit Lead — Hybrid (Temp)
RSM US LLP
RSM US LLP is seeking a Temporary Manager in Wealth Management Audit with hybrid work options in Dallas, TX or New York, NY. Lead end-to-end internal audit engagements, develop scopes, assess risks, and oversee testing and reporting. Requires 7+ years in internal audit or related financial services roles; strong communication and stakeholder engagement skills. The role emphasizes mentoring junior staff, coordinating with risk functions and control teams, and delivering actionable findings to #J-18808-Ljbffr RSM US LLP
$99k - $266k
Industry/SectorAsset and Wealth... ...unique strengths, and managing performance to deliver... ...Firm. You are expected to lead with integrity and authenticity... ...to specific PwC tax and audit guidance), the Firm's code... ...Nashville; LA-New Orleans; US-Hybrid; OK-Oklahoma City; FL-Orlando...SuggestedFull timeH1b- We are the leading provider of professional services to the middle market globally, our purpose is... ...that’s why there’s nowhere like RSM. Temporary Manager - Wealth Management Audit Location: Dallas, TX or New York, NY (Hybrid) Key Responsibilities Lead and execute end-to...Temporary work
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...an Asset & Wealth Management - Renewable Energy Tax Senior... ...will leverage your skills to lead large projects, innovate... ...MI-Detroit; TN-Nashville; US-Hybrid; NJ-Florham Park; TX-Fort Worth...SuggestedFull timeH1bLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...their tax obligations while managing the impact tax has on their... ...and engagements.Initiate and lead open conversations with teams,... ...-Montpelier; TN-Nashville; US-Hybrid; OK-Oklahoma City; PA-...SuggestedFull timeH1bLocal areaOverseas$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob... ...clients meet their tax obligations while managing the impact tax has on their business. You... ...by the Inflation Reduction Act.We’re leading the way as technology-enabled tax...SuggestedFull timeH1bLocal areaOverseas- EY is seeking a Real Estate Tax Manager in Fort Worth, Texas, to manage complex tax issues and deliver exceptional advice to clients.... ...include a comprehensive compensation package, flexible vacation policy, and a rewarding hybrid work environment. #J-18808-Ljbffr EYFlexible hours
- First Command Financial Services, Inc. in Fort Worth, TX is seeking a Wealth Portfolio Manager to independently manage high‑net‑worth portfolios and develop client relationships. You will design and implement investment strategies, monitor performance and provide wealth...
- HedgeServ Corporation is seeking a Fund Accounting Supervisor for a hybrid role based in Dallas, TX or Raleigh, NC. You will oversee daily fund accounting operations, ensuring accurate NAV calculations and compliance with internal controls. The ideal candidate has over...
- ...Tax Manager We are a full-service public accounting firm that focuses on tax and audit and provides financial advisory and management services... ...and Audit, Tax, and Wealth Management Services as well... ...with flexibility to develop a hybrid work-from-home schedule....Work at officeImmediate startWork from homeFlexible hours
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ..., and learning how to manage and inspire others. Navigating... ..., and experiences you need to lead and deliver value at this... ...refer to specific PwC tax and audit guidance), the Firm's code of...Full timeH1b- ...and Nichols, Inc. is seeking an Estimator to join our Program Management team in Texas. The Estimator will support project teams with cost... .... The position offers a flexible work environment with a hybrid schedule, annual bonuses, and an employee-friendly culture focused...Flexible hours
$19 per hour
...accuracy make a real impact. As an Invoice Audit Associate, you’ll help keep vendor... ...- 5:00 PM (40 hours per week) Full-time, Temp to Hire Target start date: January 16 ROLE... ...attention to detail with proven ability to manage repetitive, high-volume tasks accurately...Temporary workHourly payFull timeMonday to Friday$99k - $266k
Industry/SectorAsset and Wealth... ...Services Tax - Real Estate Manager, you will play a pivotal... ...As a Manager, you will lead teams and manage client... ...statement analysis and tax auditing- Utilizing analytical thinking... ...Nashville; LA-New Orleans; US-Hybrid; OK-Oklahoma City; PA-...Full timeH1bLocal area- Feitong Buke in Fort Worth, TX is seeking an Invoice Audit Associate who excels in precision and enjoys detail-oriented work. In this... ...a stable work environment, Monday to Friday, with opportunities for growth in a temp-to-hire capacity. #J-18808-Ljbffr Feitong BukeTemporary workFull timeMonday to Friday
$185k - $225k
...Description Tax Principal / Senior Tax Manager – Ultra High Net Worth (UHNW) Fort Worth, TX | Hybrid Schedule (2 Days In Office... ...working alongside industry-leading experts on some of the most complex... ...planning strategies focused on wealth preservation, estate planning,...For contractorsPrivate practiceWork at officeImmediate startRemote work- Yoh Services LLC seeks a Financial Portfolio Management Manager to lead technology financial planning and governance. You will oversee budgets, forecasts, and investments, ensuring financial transparency and alignment with strategic tech priorities. Responsibilities include...
- ...Dallas-Fort Worth is seeking an Accounting Manager to oversee financial operations, ensure... ...and strategic financial management in a hybrid work setting. The role requires strong leadership... ...reconciliations, month-end close, audit support, and government funding grants management...
- A respected financial services firm in Downtown Fort Worth is seeking an experienced Accounting Supervisor. This hybrid position offers excellent benefits and requires over 5 years of accounting experience, supervisory skills, and a Bachelor's degree. Responsibilities...Work at office
- ...Analyst to join the Accounting Team reporting to the Accounting Manager. You will manage accounts receivable and support process... ..., and Netsuite experience is a strong plus. This role offers a hybrid schedule with competitive pay and benefits. #J-18808-Ljbffr Simplifi...
- A dynamic growing firm in Fort Worth is looking for a detail-oriented Senior Accounting Manager. This is a permanent role with a hybrid schedule offering significant growth opportunities. The successful candidate will manage the entire accounting process, guide financial...Permanent employment
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...Tax - Real Estate Senior Manager, you will play a pivotal role... ...As a Senior Manager, you will lead large projects and innovate... ...Nashville; LA-New Orleans; US-Hybrid; OK-Oklahoma City; PA-...Full timeH1bLocal area- ...worldwide.We are seeking a Director, SOX & Internal Audit to join our global Internal Audit & Enterprise Risk Management team, where innovation knows no borders. This... ...and disabled individuals. EEO IS THE LAW#LI-Hybrid#LI-KN1SummaryLocation: Dallas-Fort Worth MetroplexType...Full timeWorldwideFlexible hours
$142.6k - $261.5k
...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client...Work experience placementSummer holidayFlexible hours$99k - $266k
...range of business advisory needs such as audit, tax compliance, and planning to help... ...assisting the team focus on key issues like wealth management, compliance, cash flow management,... ...the PwC Private Generalist team you shall lead the way as tax advisors dedicated to innovation...Full timeH1b- ...communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services... ...seeking an Audit Director/Audit Manager to join our Higher Education practice... ...overseeing client engagement teams. Lead the engagement progress by monitoring...Full time
- ...Summary As a Fund Accounting Manager at HedgeServ, you will manage... ...documented control environment. Lead and develop client teams of up... ...inception to date). Manage the audit process, ensuring timely and... ...benefits, and multiple remote and hybrid working arrangements. #J-18808...Remote work
$49 per hour
Financial Portfolio Management Manager 12+ month contract Downtown Dallas, TX (Hybrid 3-4 days a week and onsite interview) Must have... ...experience Role Summary Leads Technology Financial Portfolio Management... ..., SOX documentation, and audit support materials. Portfolio financial...Contract work3 days per week- How will your role impact First Command? As a Senior Wealth Portfolio Manager, you will independently manage high net worth individual portfolios... .... Building and maintaining strong client relationships. Leading client engagements and providing holistic wealth management...Work experience placementWork at office
$105k - $145k
...Audit ManagerGpac has partnered with top CPA firms across the United States and Canada... ...permanent-full-time basis!We are seeking Audit Managers with a path to Partnership to assist in a... ...(Preferred) Work Location: Remote / Hybrid / On-SightTo be considered, please apply...Permanent employmentFull timeWork at officeRemote workWork from homeFlexible hours$75k - $95k
...Audit Associate Well-respected local CPA firm in the area is looking to add an Audit... ...electronic tax filing systems ~ Strong time management skills to complete work within strict... ...5,000-$95,000 Location Type: Onsite | Hybrid If you are interested in connecting further...Full timeLocal area
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