Client Financial Education Manager
All Financial Freedom
Position Overview The Client Financial Education Manager oversees the delivery of structured financial education and ensures a consistent, professional learning experience for individuals and families. This role focuses on education quality, client progression, and mentorship rather than transactional activity. This position is ideal for professionals with strong communication skills who enjoy leading education initiatives and supporting others through learning processes. Key Responsibilities Lead and facilitate financial education sessions Ensure consistent delivery of approved education frameworks Support client progression through learning milestones Mentor junior education team members Maintain documentation and quality standards Required Qualifications Strong leadership and communication skills Professional and ethical demeanor Ability to manage multiple client interactions remotely Licensing eligibility Compensation & Benefits Performance-based compensation Remote, flexible work environment Leadership development opportunities Career Path Education manager to senior leadership or training director roles. #J-18808-Ljbffr All Financial Freedom
- All Financial Freedom in Miami is seeking a Client Financial Education Manager to oversee the delivery of financial education while ensuring a professional learning experience. The role focuses on supporting client progress and mentoring team members. Ideal candidates...SuggestedRemote jobFlexible hours
$103.1k - $188.9k
...leader in serving the global financial services marketplace and the... ...by side with a range of clients from our most venerable institutions... ...Markets, Wealth and Asset Management, Insurance, Real Estate,... ...including but not limited to education, experience, knowledge, skills...SuggestedPrivate practiceSummer holidayLocal areaFlexible hours$95.5k - $195.4k
...future of our industry. Job Description: As a Private Client Service Tax Managerinvolved in both compliance and consultingon... ...as well as planning and implementing special projects. The Tax Manager is responsible for the compliance function for clients including...SuggestedWork at officeLocal areaRemote workWorldwide- ...Primary Duties Expand revenue of existing clients Responsible for short-term and long-... ...to their individual practice Manager practice effectively meeting billing, realization... ...provides business consulting, tax and financial services. In certain jurisdictions, CBIZ...SuggestedTemporary work
- ...seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a... ...You will have the flexibility to manage your days in support of our commitment to... ...enterprises as diverse as sophisticated financial institutions and start-ups, global public...SuggestedWork experience placementPrivate practiceLocal area
$110k
...Small Business Chief Financial Officer / (Remote) Turning Financial Data Into Confident... ...to talk. Who Are We? We are How To MANAGE a Small Law Firm (HTM) , the leading fractional... ...for a dedicated roster of up to 30 clients (gross revenues mostly under $10MM)....Full timeTemporary workPart timeImmediate startRemote workWork from homeFlexible hours- ...Home, Auto, Commercial, Group, and Excursion. We are seeking a Client Manager to join our team to expand the company's book of business by... ...Presentation Time Management Computer Literacy Education/Training Degree: High School Diploma or Equivalent Experience...Permanent employmentFull timeTemporary work
- A leading accounting firm in Miami is seeking a skilled Tax Manager to join its dynamic team. This role involves managing client relationships, technical tax compliance, and overseeing staff. Candidates should have a minimum of 6 years of experience, a CPA, and an MS in...
$120 - $150 per hour
Ernst & Young Oman is seeking a Seasonal Tax Senior Manager to provide expert tax services to high-net-worth individuals and families.... ...reviewing complex tax returns and ensuring compliance for private tax clients. You will work remotely from anywhere in the United States,...Remote jobHourly paySeasonal work$90 - $120 per hour
Ernst & Young Oman is seeking a Seasonal Tax Manager - Private Client Services in Miami, Florida. This role involves reviewing complex tax returns, income tax planning for high-net-worth individuals, and ensuring compliance for our Private Tax clients. The position allows...Remote jobHourly paySeasonal work- ...What's the Role? The Client Accounting Services Department Manager is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving the firm from traditional bookkeeping services into...Full timeWork at officeRemote work
- CohnReznick in Miami is seeking a Tax Senior Manager to lead client engagements and ensure the delivery of quality service. Candidates should have at least 8 years of public accounting experience and a CPA designation. The role involves managing client expectations, developing...
- Velvet Ledger Workforce in Miami seeks a Manager who will transition accountants into a... ...initiatives in accounting and finance, such as financial reporting and audit readiness. Ideal for... ...backgrounds, this position emphasizes client interaction and a blend of technical...
- ...top-tier public accounting firm is seeking an experienced Tax Manager to lead its growing tax practice. This position offers a flexible... ...or fully remote work environment, focusing on mentorship and client excellence. The ideal candidate will have a CPA license, 5+ years...Remote jobFlexible hours
- A prominent educational nonprofit is looking for a Financial Planning & Analysis (FP&A) Manager in Miami, FL. The successful candidate will support strategic planning efforts, oversee budgeting, and provide in-depth financial analyses to ensure the financial health of the...
- A prominent benefits management company is seeking a Benefit Education Specialist in Miami, FL. This role focuses on providing individualized benefits education and support to client employees. Candidates should possess strong communication skills and a high school diploma...
$102.5k - $209.4k
Crowe is seeking a Manager in Miami, Florida, to support federal and state credits projects. The ideal candidate should have at least... ...responsibilities include developing project work plans, leading client interviews, and enhancing team performance through mentoring. Competitive...Full time- ..., Eisenberg, Gelber GPKLEG in Miami is seeking a motivated Tax Manager to join its Tax Services division. This role involves improving... ...collaborative atmosphere where you can develop your skills while managing client engagements effectively. #J-18808-Ljbffr Gerson, Preston,...
$99k - $266k
...% A career in our State and Local Tax Financial Services practice, within State and Local... ...you with the opportunity to help our clients solve their business issues related to business... ...careers, now and in the future. As a Manager, you'll work as part of a team of...Full timeH1bLocal area$124k - $335k
...Full time Travel Requirements: Up to 20% The Opportunity As a State and Local Tax Financial Services Senior Manager, you will play a pivotal role in helping our clients navigate complex tax landscapes, focusing on business restructuring, new tax laws, and local...Full timeH1bLocal area- ...growth and is seeking a Tax Director for our Financial Services State & Local Tax team. In this... ...as servicing existing long standing clients in a compliance/consulting role. You... ...industry You will have the flexibility to manage your days in support of our commitment...Local area
$121.32k - $166k
...employees self-identifying as diverse. Current clients include Verizon, Walmart, Volkswagen,... ...Director plays a critical role in managing client revenue commitments and profitability... ...responsibilities include resolution of financial issues, reporting and analysis, trade...Contract workTemporary workFreelanceFlexible hours- ...Pollack Brant Advisors + CPAs, LLP - Legacy is seeking an experienced International Tax Manager to lead complex international tax engagements. This role involves advising high-net-worth clients and managing compliance for U.S. and foreign investments. The ideal candidate will...
- Bpbcpa in Miami is seeking a Manager of Tax Services specializing in high-net-worth individuals and international tax matters. The ideal candidate will manage compliance engagements, advise clients on complex international tax issues, and foster strong client relationships...
- ...Description Tri Star Sports and Entertainment Group is a renowned business management firm serving high net-worth clients in the sports and entertainment industry. Tri Star provides comprehensive financial and advisory services including accounting, tax, tour management and...Work at office
- ...consulting practice? B2B CFO offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory... ...W-2 world is the important topic, “how to find great-paying clients.” We have invented that wheel for CFOs to find clients. We’ve...Self employmentLocal area
- ...action response team serving clients in domestic and international... ...General Summary: The Chief Financial Officer (CFO) serves as the... ...strategic business partner to the Managing Partners and Executive... ...continuous improvement mindset. Education & Experience: Bachelor's...Local areaRelocationRelocation packageFlexible hours
- A leading professional services firm is seeking a Manager for their Tax - Indirect - Unclaimed Property team. This role involves engaging with clients, managing unclaimed property strategies, and driving efficiency in compliance processes. Ideal candidates will have a...
- A leading professional services firm is seeking a Property Tax Manager in Miami, Florida, responsible for managing indirect tax compliance... ...leading teams, developing complex solutions, and regular client interactions. A comprehensive compensation package is provided...
$103.6k - $189.9k
...Compliance & Reporting Insurance - Financial Services Organization The... ...by side with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...but not limited to education, experience, knowledge, skills...Summer holidayLocal areaFlexible hours
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