Associate Private Client Services 2027
Andersen
divh2Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!/h2pAt Andersen, we dont just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. Youll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms./ppBut thats not all; were more than just a company; were a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top./ppWe believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, lets write the story of your success!/ph3The Role/h3pPrivate Client Services (PCS) Associates support a wide range of sophisticated clients, including some of the wealthiest families in the US, family offices, owner operated business entities, alternative investment fund principals, trusts and estates. Associates receive both formal Private Client Services and on-the-job training through daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, and more. In addition to the preparation of tax returns, associates also engage in the tax planning and consultation process for multiple complex clients./ppAssociates will work as part of a team of problem solvers with vast consulting and industry experience, helping our clients solve complex business issues./ppAssociate responsibilities include:/pulliResearching tax laws, rules, and regulations and analyzing their application to specific situations resulting in drafting memorandums to defend decisions and/or outlining solutions to those issues;/liliParticipating in select phases of tax compliance engagements;/liliProactively seeking guidance, clarification, and feedback;/liliSupporting select projects demonstrating creative thinking and individual initiative while working as a team member; and/liliDemonstrating flexibility in prioritizing and completing tasks while exercising professional skepticism./li/ulh3The Requirements/h3ulliBachelors degree in Accounting, Finance, Economics, or related degree and/or an advanced degree in Accounting, Taxation, JD or LLM;/liliA minimum GPA of 3.0;/liliStrong leadership, multitasking and organizational skills;/liliSelf-starter with initiative to seek out opportunities in a fast-paced environment;/liliStrong interpersonal skills; and/liliAbility to interact with various levels of client and firm management through both written and verbal communication./li/ulpApplicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status)./ppAndersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities as required by law./p/div
Andersen- Position Overview Bernstein Private Wealth Management is a premier investment management... ...‑net‑worth and ultra‑high‑net‑worth clients. As an industry leader, we put people... ...talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive,...Private client
$110k - $140k
LRP Media Group is seeking a Manager for Federal Tax (Private Client Services) in West Palm Beach, FL. The role involves providing tax and consulting services to high-net-worth individuals, supervising junior staff, and conducting complex tax issue analyses. The ideal candidate...Private client- 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
- ...Taxation is preferred. The position offers a highly competitive base salary, great benefits, including 401(k) matching, and 216 hours of PTO. Join a firm that values exceptional client services and provides a diverse range of family office services. #J-18808-Ljbffr JobotPrivate clientWork at office
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Alvarez & Marsal is seeking a Manager in Federal Tax within their Private Client Services team in West Palm Beach, Florida. This role focuses on providing tailored tax planning services to high net worth clients, ensuring accurate compliance, and supervising junior staff...Private client- AllianceBernstein is hiring for a Private Wealth Associate in West Palm Beach, Florida. This position involves providing exceptional client service while partnering with Financial Advisors to support high-net-worth clients. Candidates should possess strong analytical and...
$230k - $360k
...Healthcare Transactions Associate Attorney A highly respected AmLaw... ...is interested in advising clients across a broad range of healthcare... ...MSO and management services arrangements Healthcare joint... ...and commercial agreements Private equity and investment transactions...Private client- ...to reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice. In this role you will be involved both in... ...years of supervisory experience, mentoring and counseling associates Experience working with high net-worth individual, family...Private clientPrivate practiceWork at officeLocal area
- ...Us We are a growing CPA firm that provides an integrated suite of services customized to fit the needs of high‑net‑worth individuals and the entities they own. Our mission is to provide exceptional client services. Our professionals help our clients define and meet...Private clientWork at officeLocal area
- ...Private Banking Officer Are you passionate about building relationships... ...with high-net-worth clients and delivering exceptional financial... ...unparalleled client service. This role is ideal for a seasoned... ...events, and through association memberships to grow the Private...Private client
$120k - $250k
...we give you the tools you need to succeed and 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 offices. We are seeking someone who thrives in a growing environment and providing...Private clientWork experience placementPrivate practiceLocal area- Tax Manager - Private Client Services (PCS) page is loaded## Tax Manager - Private Client Services (PCS)locations: West Palm Beachtime type:... ...Responsible for training, supervising and ongoing development of associates and seniors.* Develop a working knowledge of the client's...Private clientTemporary workPrivate practiceWork at officeLocal area3 days per week
- ...Senior Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace... ...health & benefits, retirement, and private client insurance solutions to organizations... ...North America, we combine the personalized service model of a local consultant with the...Private clientLocal areaNight shift
$110k - $140k
Manager, Federal Tax (Private Client Services) Alvarez & Marsal (A&M) is a global consulting firm dedicated to helping clients achieve their... ...work product Supervise, develop, mentor, and motivate our Associates and Senior Associates by actively participating in their...Private clientPrivate practiceWork at officeFlexible hours- EisnerAmper is seeking a Tax Director to join their Private Client Services practice in West Palm Beach, Florida. The ideal candidate will have a Bachelor’s degree in Accounting, CPA certification, and over 10 years of public accounting experience in tax compliance. This...Private clientPrivate practice
- A leading tax services firm is seeking a Senior Tax Manager for their Private Client Services. This role involves overseeing engagement teams and interacting with some of the wealthiest families in the US. Responsibilities include conducting reviews of tax returns, engaging...Private client
$90k - $125k
LRP Media Group is looking for a Tax Manager, Private Client & Family Office Services in West Palm Beach, Florida. This role involves managing finance and accounting engagements, client relationships, and developing integrated solutions. Ideal candidates should have a Bachelor...Private clientWork at office$170k - $185k
LRP Media Group is seeking a Tax Experienced Manager for Private Client & Family Office Services in West Palm Beach, Florida. This role requires managing the full lifecycle of finance and accounting outsource engagements and maintaining client relationships. The ideal candidate...Private clientWork at office- ...revenue by focusing on providing entity clients such as corporations, NFP entities, and... ...II is at the center of the Institutional Services model supporting an integrated Wealth Management... ...fee generation by partnering with TDW Private Client Relationship Managers (RMs), TD...Private clientWork experience placement
- EisnerAmper seeks a Tax Senior Associate for its Private Client Services team in West Palm Beach. This role involves preparing tax returns, building client relationships, and mentoring junior staff. Ideal candidates have a Bachelor’s in Accounting, 2+ years of tax compliance...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
- A leading accounting and advisory firm in West Palm Beach is seeking a Tax Manager for its Private Client Services practice. This role involves overseeing client engagements, preparing and reviewing tax returns, and fostering the professional growth of staff. The ideal...Private clientPrivate practiceWork at officeRemote work
- LRP Media Group is seeking a Tax Senior Manager to lead the Private Client & Family Office Services (PCS-FOS) group in West Palm Beach, Florida. The ideal candidate will have a robust background in client service delivery and a strong understanding of tax planning. Responsibilities...Private clientFull timeWork at office
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals...Private clientWork at officeLocal area
- ...Job Description Job Description The Care Manager (CM) will manage a small caseload of private pay clients, provide coordination of services, resources and ongoing monitoring and management to clients in their home. This can include clients who are residents of Independent...Private clientHourly pay10 hours per weekFlexible hours
- The Associate Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. This individual will be responsible for developing and maintaining client relationships through proactive...Temporary workWork at officeRemote work
- ...infrastructure, roadway, site development, electrical, planning, landscape architecture, and construction engineering services for both private and public sector clients. ChenMoore prides itself on working to be part of the fabric of the community. We are leaders in community...Private clientTemporary workWork at officeLocal areaFlexible hours
$115k - $142k
...divh2Tax Supervisor, Private Client Group/h2pPalm Beach Gardens, FL, or Boca Raton, FL (Hybrid)/ppAnchin is a New York City based Certified... ...of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of...Private clientPrivate practiceWork at officeLocal area$129.6k - $194.3k
...HR Leader, Private Client Services At MMA Our not-so-secret sauce. Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful...Private clientMinimum wageLocal areaRemote workNight shift- ...extensive global presence among professional services organizations. Youll embark on a... ...ordinary, working with extraordinary clients spanning every industry, regardless... ...your success!/ph3The Role/h3pSenior Associates in our Private Client Services practice, manage and...Private clientPrivate practiceLocal area
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