Client Tax Team Lead, Private Client Group
Fisher Investments
Fisher Investments is seeking a Client Tax Team Leader to oversee the execution and delivery of tax work for our Private Client Group (PCG) clients. You will lead a team of Client Tax professionals, collaborating with the Financial Planning Services group and reporting to the VP of Client Tax. You will mentor staff, manage projects end-to-end, ensure compliance and high-quality service, and drive efficiency and scalability of Tax Services for PCG clients. #J-18808-Ljbffr Fisher Investments
$140k - $170k
...lasting impression in a company with room to grow? Start building your legacy by joining the Fisher Investments Private Client Group (PCG) Tax consultation team as a Client Tax Team Leader! The Opportunity: As a Client Tax Team Leader, you will work to oversee the...TaxPrivate clientWork at officeWork from home$80.2k - $125k
Calling all Tax Professionals: Do you pride yourself on your ability to manage complexities and serve clients? Do you enjoy collaborating across teams? If so, Fisher Investments is looking to grow and scale our Private Client Group (PCG) Tax consultation team by adding...TaxPrivate clientWork at officeLocal areaWork from home$115k - $155k
...lasting impression in a company with room to grow? Start building your legacy by joining the Fisher Investments Private Client Group (PCG) Tax consultation team as a Senior Client Tax Accountant!The Opportunity:As a Senior Client Tax Accountant, you will work to oversee...TaxPrivate clientWork at officeLocal areaWork from home$100k
...the other parts of your business remotely. There is no cold calling as qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.The Opportunity:Present The Firm’s...Private clientWork at officeLocal areaRemote work$90k - $140k
...States and looking to service clients living in Canada? Come join our... ...approach focused on our private clients. With a firm structure... ...decision-makers, auxiliary research teams, client service associates,... ...approach. You will report to your group manager whose previous...Private clientWork at officeWork from home$100k
...to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a New Client Counselor in our New Client Conversion (NCC) group. If you are passionate about sales... ...from our internal support teams including Research, Operations and...Private clientTemporary work$25 - $38.46 per hour
...Private Client Banker Location: 3515 SW Troy - Portland, Oregon 97219 Job Summary Be a problem... ...appointments and quality conversations leading to recommendations that support clients'... ...strategies, retirement planning, and tax optimization. This role requires assessing...TaxPrivate clientHourly payWork experience placementDay shift- ...opportunities every day, for our clients, our people, and our... ...wealth advisory, digital, audit, tax, consulting, and outsourcing... ...Senior to join our high net worth private client group in our Portland, OR office!... ...work closely with other tax team members to identify and research...TaxPrivate clientFull timeWork at office
$100k
...looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage... ...promotion opportunities where qualified leads are provided and there is no cold calling... ...You will be supported by a dedicated team that provides sales support, client service...Private clientWork at office- ..., as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing... ...strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover...TaxPrivate clientFull timeWork at office
- JPMorgan Chase & Co. in Portland, OR seeks a Private Client Banker to serve a select group of affluent clients and broader customers in Branch Banking. You will manage the full banking relationship, proactively growing balances and referrals while guiding clients to the...Private client
$105.38k - $215.38k
...Summary Are you a tax professional who... ...- High Net Worth group, you will: Serve as... ...and their advisors.Lead tax compliance and... ...needed.Build strong client relationships... ...clients, leadership, and team members.Team... ...worth individuals or private clients.Strong client...TaxPrivate clientWork at officeLocal area- JPMorgan Chase & Co. is seeking a Private Client Banker in the Branch Banking team to serve a select group of affluent clients and broader customers. You will manage complete banking relationships with an advice-based approach, driving growth and referrals while coordinating...Private clientWeekend workAfternoon shift
$84k - $164k
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a coast-to-coast... .... Baker Tilly Advisory Group, LP and Baker Tilly US,... ...'s Talent Attraction team, to submit candidates for... ...leaders and alongside private equity firms, strategic...TaxPrivate clientLocal areaWorldwide- ...and estate administration to work with a dynamic team advising high-net-worth individuals, private foundations and family offices. Key Responsibilities ~ Advise clients on multi-generational wealth planning and tax optimization strategies. Expectation is that...TaxPrivate client
- ...Private Client Banker In Branch Banking You have a passion for taking care of our customers... ...the main point of contact for a select group of Chase's affluent clients as well as other... ...with affluent clients Strong team orientation with a commitment of long-term...Private clientImmediate startAfternoon shift
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory... ...key member of the Business Development team, with a primary focus on client... ...identification of new business opportunities, leading and assisting in client management, and...Private client
$80k - $105k
...interested in developing a career assisting clients reach their long-term financial goals?... ...training from our dedicated training team. Once you have obtained the necessary... ...to a licensed service role within our Private Client Group. As you progress, and hit important milestones...Private clientWork at officeWork from home- The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic... ...abilities Ability to work independently and as part of a team in a fast-paced environment Proficiency in Microsoft Office...Private clientWork at office3 days per week
$130k - $200k
Environmental Permitting Project Manager/Client Team LeaderWater and Environment Jobs with... ...in Oregon and southwest Washington and lead efforts in permitting, natural resource... ...regulations.Guide municipalities, utilities, and private sector clients through complex...Private clientContract workLocal areaFlexible hours$100k
...prospecting appeal to you? Our client is seeking a Portfolio... ...their New Client Conversion (NCC) group. If you are passionate about sales... ...role within our client’s Private Client Group (PCG), where you... ...benefiting from internal support teams including Research, Operations...Private clientTemporary work- ...Financial Services Type Privately Held, Private Equity-backed... ...Portfolio Management Private Client Group Retirement Trusts... ...candidate will be responsible for leading the operational engine, with... ...a history of building strong teams, developing talent, and managing...Private client
- ...building and maintaining high-network worth client relationships across banking, lending, and... ...financial picture. As part of a local team, you will collaborate with partners across... ...environment to generate banking and investment leads Develop strong internal partnerships...Private clientTemporary workWork at officeLocal areaImmediate start
$115k
...in servicing Ultra High Net Worth (UHNW) clients? Fisher Investments is hiring for High Asset... ...to support the firm's largest, intricate private client relationships, ensuring they... ...relationships at Fisher Investments, in a growing group committed to a collaborative and...Private clientWork at officeWork from home- Legal Assistant - Business Practice Group We are seeking an experienced, highly organized,... ...of matters, including complex estate and tax planning, trust and estate administration,... ...priorities, and providing exceptional service to clients. Responsibilities Provide administrative...TaxWork at office
- H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns in a... ...client relationships, IRS support, and collaboration with a team to maintain a high standard of service. This is an in-...TaxSeasonal workWork at officeLocal area
- ...Specialist to support the marketing technology stack within the Private Client Group. You will oversee quality, develop standards, run tests, and... .../UI, and data quality, reporting to the Marketing Technology Team Leader and collaborating with the Marketing Department. #J-1...Private client
- ...decentralized structure empowers our 1,300 team members in 27 nationwide offices,... ...variety of project types, serving public and private clients in land development, transportation and... ...~ Flexible Spending Accounts (FSA) : Tax-advantaged accounts for healthcare and dependent...TaxPrivate clientTemporary workSummer workWork at officeFlexible hours
$120k - $154k
...growth of our dynamic team of environmental planners... ...providers, and private developers throughout the... ...position will be focused on leading SEPA projects, GMA Comprehensive... ...environmental planning group. The team is growing... ..., where supporting new clients and learning new skills...Private clientWork at officeLocal areaShift work- H&R Block in Camas, WA is seeking a seasonal Experienced Tax Professional to help clients navigate complex returns with confidence. You will prepare... ..., consultative service. You'll work with industry-leading training and technology, earn a competitive hourly rate,...TaxHourly paySeasonal workWork at officeLocal area
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