Average salary: $74,249 /yearly
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- ...or private equity influence. This independence allows us to prioritize long-term client relationships, maintain objectivity in our advisory approach, and make strategic decisions that benefit our people and clients, not external stakeholders. Our structure fosters...Suggested
Kaufman Rossin
Boca Raton, FL22 days ago $130k - $170k
We have a new role partnering with a growing, top-rated CPA and business advisory services firm here in the absolutely gorgeous city of Boca Raton, FL. This regionally based CPA firm helps hundreds of businesses in various industries including logistics, retail, distribution...SuggestedFull timeRemote work- ...or private equity influence. This independence allows us to prioritize long-term client relationships, maintain objectivity in our advisory approach, and make strategic decisions that benefit our people and clients, not external stakeholders. Our structure fosters...SuggestedWork at officeMonday to Friday
Kaufman Rossin
Boca Raton, FL13 days ago - ...or private equity influence. This independence allows us to prioritize long-term client relationships, maintain objectivity in our advisory approach, and make strategic decisions that benefit our people and clients, not external stakeholders. Our structure fosters...Suggested
Kaufman Rossin
Boca Raton, FL21 days ago - ...growth, we are seeking a Tax Manager to join our team. In addition to the traditional roll-up your sleeves tax review and client advisory, the role requires a strong sense of entrepreneurship, strategy, and management. We rely heavily on our local leadership team in each...SuggestedWork at officeLocal areaFlexible hours
PT&C Group LLC
Boca Raton, FL25 days ago $61k - $119k
...building a financial planning practice that focuses on: Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern Mutual's proprietary planning software helps...SuggestedFull timeContract workFor contractorsWork at office- ...Compliance (RIA) Opportunity In Boca Raton Our client is a small investment advisory firm based out of Boca Raton, FL, with three offices. With a team of nine dedicated professionals, four of whom specialize in investment advisory services and provide comprehensive...Suggested
- ...reviews. Optimize and automate finance applications to improve productivity. Perform budget and cost analysis, reviewing and advisory of financial status. Maintain confidentiality of client information and company data. Familiarity with financial and...Suggested
- ...or private equity influence. This independence allows us to prioritize long-term client relationships, maintain objectivity in our advisory approach, and make strategic decisions that benefit our people and clients, not external stakeholders. Our structure fosters...SuggestedLocal area
Kaufman Rossin
Boca Raton, FL25 days ago - ...or private equity influence. This independence allows us to prioritize long-term client relationships, maintain objectivity in our advisory approach, and make strategic decisions that benefit our people and clients, not external stakeholders. Our structure fosters...Suggested
Kaufman Rossin
Boca Raton, FL17 days ago $150k - $250k
...Director, Cost Segregation Title: Director, Cost Segregation Department: Advisory Services Group Supervises: Advisory Staff Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid), or Remote About...SuggestedFull timeWork at officeRemote work- ...dedicated point of contact for all financial planning matters, including rapid responsiveness to client inquiries. Collaborative Advisory Partnership: Partner closely with Rockefeller Private Advisors (financial advisors) to identify client needs and business...SuggestedWork at officeLocal area
- ...or private equity influence. This independence allows us to prioritize long-term client relationships, maintain objectivity in our advisory approach, and make strategic decisions that benefit our people and clients, not external stakeholders. Our structure fosters...SuggestedWork at office
Kaufman Rossin
Boca Raton, FL17 days ago - ...or private equity influence. This independence allows us to prioritize long-term client relationships, maintain objectivity in our advisory approach, and make strategic decisions that benefit our people and clients, not external stakeholders. Our structure fosters...SuggestedFor contractorsLocal area
Kaufman Rossin
Boca Raton, FL20 days ago $100k - $135k
...that's the Power in the Plus! Withum's Auditing and Attest Engagement services are the cornerstone of our firm. Withum's audit and advisory team possess the expertise necessary to give stakeholders confidence in financial information. This team provides audit services,...SuggestedLocal area- ...country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in strong employee engagement, entrepreneurship and empowerment, with...Local area
- ...candidate will bring an appropriate mix of financial services expertise, management and business development experience Skills: Advisory Client Investments Management Customer and Client Focus Investment Management Presentation Skills Active Listening...Work experience placementWork at officeShift workDay shift
$115k - $142k
...City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management...Full timePrivate practiceWork at officeLocal areaAnchin
Boca Raton, FL11 days ago$45k - $50k
...Financial Education Coordinator Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the...Remote job- ...Ponczek CPA, PA is a certified public accounting and business consulting firm in Boca Raton. We offer a variety of accounting, tax, and advisory services catered to a variety of clients, including individuals, small businesses, trusts, estates, nonprofits, and more....Full timeWork at office
- ...to work alongside our experienced sales team, this role is built for you. Responsibilities: # Technical Leadership & Customer Advisory: # Experienced technical advisor to large enterprise customers across infrastructure, cloud, and data platforms. # Lead deep...
Flagler Technologies LLC
Boca Raton, FL22 days ago - ...advanced degree desirable. ~ CPA or JD required. ~5+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm to real estate clients, including supervisory and mentoring skills and experience. ~...
$220k
...Responsibilities: Develop and maintain strong relationships with key clients in the financial services industry. Provide high-level tax advisory services, including tax planning, structuring, and compliance. Identify and mitigate tax risks while ensuring compliance with...Full timeWork at officeLocal area- ...Your Career Starts with You. Withum's Auditing and Attest Engagement services are the cornerstone of our firm. Withum's audit and advisory team possess the expertise necessary to give stakeholders confidence in financial information. This team provides audit services,...Local area
$80k - $110k
...Markets Associate to join our growing team in Atlanta. This role provides support in delivering commercial real estate transactions and advisory projects, including, but not limited to, data tapes, term sheets and offering documents for CMBS and CLO transactions, and other...Temporary workLocal area- ...reimbursement Career advancement pathways such as Hearing Care Provider and Client Experience Specialist Team Lead, Hearing Care Provider Advisory Board member, or District Manager Paid externships and a Hearing Instrument Specialist Trainee program THE SUPPORT OF A...TraineeshipLocal area
WSA Americas
Boca Raton, FL7 days ago $60k - $90k
...meaningful business for us and our clients. Our Channel Executives are on the front lines, cultivating relationships with strategic advisory organizations to generate high-quality referral opportunities and close impactful deals. Key Responsibilities: Prospect/...Immediate startThe SilverLogic
Boca Raton, FL12 days ago$180k - $230k
...areas). This position offers the opportunity to work directly with other accounting professionals in performing accounting, auditing, advisory, and tax functions for our diverse client base. This position is expected to act as a regional practice leader with substantial...TraineeshipWork at officeLocal area$80k - $110k
.... Want to work with highly motivated individuals on high-performance teams? Join WWT today! Why should you join the Software Advisory Services team? You will be joining one of the fastest-growing segments in the IT industry. You will be WWT’s Enterprise Agreement...Full timeContract workRemote workShift workWorld Wide Technology
Boca Raton, FL3 days ago$95k
...experience to advise condominium and homeowner associations. This role is ideal for an attorney who enjoys client interaction, advisory work, and real estate-related legal matters , with direct exposure to Board members and decision-makers. Why This Role Stands...Full timeWork at officeMonday to FridayKovitz Shifrin Nesbit
Boca Raton, FL17 days ago
