NewClient Associate Amerant BankClient AssociateCoral Gables, FLProvides support to WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and IDs, including customer calling, form filling support and retrieval from customer location; discusses with customer investment profile for review and update as needed. Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.
Tax Director / Tax Partner – Financial Services (cpa firm) - Hybrid CPA firmTax Director / Tax Partner – Financial Services (cpa firm) - HybridBoca Raton, FL$150,000–$250,000 / yearFull timeThe Tax Director / Partner in the Financial Services group will be responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds.
Banking Specialist Team Lead Amerant BankBanking Specialist Team LeadDoral, FLPurpose of role is to provide teller and platform-based transactions, provide education and knowledge of our consumer and small business products to existing and new customers, support the achievement of banking center profitability, sales goals, manage lobby activity. Responsible for acquiring, retaining and expanding new and existing customer relationships by providing a positive new account experience, profiling, assessing customer needs, and recommending and selling appropriate banking products and services.
Private Client Services Tax Manager WithumSmith+Brown PCPrivate Client Services Tax ManagerBoca Raton, FloridaAs a Private Client Services Tax Manager based out of our Boca Raton, FL office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesMiami, FL$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Senior Manager, Client Services NEP Group Inc.Senior Manager, Client ServicesFort Lauderdale, FLIn this role, you'll drive client success, coordinate cross-functional teams, oversee onboarding and service delivery, manage account health, and help ensure seamless experiences for some of the world's largest streamers, sports leagues, and media organizations. 7+ years in client services, account management, customer success, technical account management, broadcast operations, or related fields.
Private Client Services Tax Manager Withum Smith+Brown, PCPrivate Client Services Tax ManagerBoca Raton, FLAs a Private Client Services Tax Manager based out of our Boca Raton, FL office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Job Description: Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes.
Private Client Services Tax Manager WithumPrivate Client Services Tax ManagerBoca Raton, FLAs a Private Client Services Tax Manager based out of our Boca Raton, FL office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Job Description: Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes.
Client Services Associate II Amerant Bancorp IncClient Services Associate IIMiramar, FLEnsures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Review and verify documentation and information for the openings of new international personal and commercial accounts, for completeness, quality and accuracy of the Due Diligences and the Enhanced Due Diligences.
Tax Manager - Private Client Services (Pcs) EisnerAmperTax Manager - Private Client Services (Pcs)Fort Lauderdale, FLOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
Bilingual Client Services Specialist-Senior - English and Spanish City National Bank of FloridaBilingual Client Services Specialist-Senior - English and SpanishFt. Lauderdale, FloridaOverview: The Client Services Specialist Senior is responsible for meeting the servicing needs of large Corporate, Real Estate, Business Banking, and Private Client Group clients through the integrated delivery of Depository, Loan, and Treasury Management services. Supports RM’s Dashboard/pipeline management, creates opportunities, completes KYC in collaboration with RMs, coordinates payoffs/releases, fee waivers, and resolves past dues, maturing loans, Minimum Deposit Requirement, and Covenants.
Client Services Specialist City National Bank of FloridaClient Services SpecialistMiami, FloridaOverview: The Client Services Specialist is responsible for meeting the servicing needs of large Corporate, Real Estate, Business Banking, and Private Client Group clients through the integrated delivery of Depository, Loan, and Treasury Management services. Supports RM’s Dashboard/pipeline management, creates opportunities, completes KYC in collaboration with RMs, coordinates payoffs/releases, fee waivers, and resolves past dues, maturing loans, Minimum Deposit Requirement, and Covenants.
Client Services Specialist-Senior City National Bank of FloridaClient Services Specialist-SeniorMiami, FloridaOverview: The Client Services Specialist Senior is responsible for meeting the servicing needs of large Corporate, Real Estate, Business Banking, and Private Client Group clients through the integrated delivery of Depository, Loan, and Treasury Management services. Supports RM’s Dashboard/pipeline management, creates opportunities, completes KYC in collaboration with RMs, coordinates payoffs/releases, fee waivers, and resolves past dues, maturing loans, Minimum Deposit Requirement, and Covenants.
Client Services Specialist Senior City National Bank of FloridaClient Services Specialist SeniorMiami, FLThe Client Services Specialist Senior is responsible for meeting the servicing needs of large Corporate, Real Estate, Business Banking, and Private Client Group clients through the integrated delivery of Depository, Loan, and Treasury Management services. Supports RM's Dashboard/pipeline management, creates opportunities, completes KYC in collaboration with RMs, coordinates payoffs/releases, fee waivers, and resolves past dues, maturing loans, Minimum Deposit Requirement, and Covenants.
Bilingual Client Services Specialist Senior English and Spanish City National Bank of FloridaBilingual Client Services Specialist Senior English and SpanishFt. Lauderdale, FLThe Client Services Specialist Senior is responsible for meeting the servicing needs of large Corporate, Real Estate, Business Banking, and Private Client Group clients through the integrated delivery of Depository, Loan, and Treasury Management services. Supports RM's Dashboard/pipeline management, creates opportunities, completes KYC in collaboration with RMs, coordinates payoffs/releases, fee waivers, and resolves past dues, maturing loans, Minimum Deposit Requirement, and Covenants.
Client Services Assistant TandymClient Services AssistantMiami, Florida$30–$36 / hourA Florida-based banking services organization is seeking a new Client Services Assistant to support client service operations, ensuring seamless interactions and effective communication between clients and internal teams. Responding to client inquiries and ensuring timely follow-up.
Client Services Supervisor Quadel Consulting & Training LLCClient Services SupervisorMiami, FLQualifications: High school diploma or equivalent required; associate's or bachelor's degree in Social Work, Human Services, or a related field strongly preferred. This role is responsible for ensuring quality service delivery to clients, maintaining compliance with program requirements, and fostering professional growth among team members.
Senior Manager - International Tax (Private Client Services) EisnerAmperSenior Manager - International Tax (Private Client Services)Miami, FL$150,000–$210,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. About Our Tax Team: As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
Client Services Supervisor Quadel Consulting & TrainingClient Services SupervisorMiami, FLQualifications: High school diploma or equivalent required; associate’s or bachelor’s degree in Social Work, Human Services, or a related field strongly preferred. This role is responsible for ensuring quality service delivery to clients, maintaining compliance with program requirements, and fostering professional growth among team members.
Tax Manager - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Manager - Private Client Services (PCS)Miami, FLOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.