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.
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.
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.
Tax Manager - Private Client Services AndersenTax Manager - Private Client ServicesWest Palm Beach, FloridaThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and. The Role: Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
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.
Tax Director - Private Client Services AndersenTax Director - Private Client ServicesWest Palm Beach, FloridaThe Requirements: • At least 8 years relevant work experience with an accounting firm, including at least 6 years of Private Client experience; • Bachelor’s and/or Master’s degree – Accounting, Finance, Economics or related degree (Preferred); • Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA, JD, or EA); • Demonstrated project management experience with strong organization skills and multi-tasking abilities. The Role: As a member of the Private Client Services practice, Tax Directors oversee the efforts of and work collaboratively with multiple client service teams on engagements for a variety of clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Senior Manager - International Tax (Private Client Services) EisnerAmperSenior Manager - International Tax (Private Client Services)West Palm Beach, 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.
Director of National Strategic Client Services- Employee Benefits Insurance Office of AmericaDirector of National Strategic Client Services- Employee BenefitsMiramar, FLRemote$195,000–$215,000 / yearFull timeThis role serves as the strategic leader across designated national accounts, partnering closely with Producers, Account Executives, Account Managers, and operational leadership to deliver consultative, data-driven solutions that improve client outcomes, support retention, and drive organic growth. Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs.
Professional Services Tax Manager WithumProfessional Services Tax ManagerBoca Raton, FL$120,000–$180,000 / yearAs a Tax Manager based out of our Boca Raton, FL, Columbia, MD, New York City, NY, Orlando, FL, or Tysons Corner, VA 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.
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 Associate Care Options for KidsClient Services AssociateDelray Beach, FloridaCare Options for Kids connects leading pediatric specialists with families to provide best-in-class pediatric nursing, therapy, and school-based services. We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients.
Client Services Associate II Amerant BankClient Services Associate IIMiramar, FloridaFull timeEnsures 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.
Financial Services Audit Manager WithumFinancial Services Audit ManagerBoca Raton, FL$110,000–$190,000 / yearThis Financial Services Audit Manager role will be based out of our East Brunswick, NJ, Whippany, NJ, Red Bank, NJ, Orlando, FL, Boca Raton, FL or New York City office. How You'll Spend Your Time: Leading or supervising the engagement team staff on the planning and execution of an audit, review or compilation engagement to effectively and efficiently provide world-class client service to clients.
Senior Manager of Tax Services- Private Wealth Berkowitz Pollack BrantSenior Manager of Tax Services- Private WealthBoca Raton, FloridaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston.
Client Services / Hospitality Representative Vantage Point ConsultingClient Services / Hospitality RepresentativeBoca Raton, FLThis role serves as the first point of contact for clients, visitors, and employees while providing hospitality, administrative, records management, and office support services. JOB DESCRIPTION We are seeking a highly organized, customer-focused Client Services / Hospitality Representative to join our Boca Raton office.
Vice President of Client Services #0405MM Keller Executive SearchVice President of Client Services #0405MMWest Palm Beach, FLThe Vice President of Client Services will work closely with senior leadership to strengthen client partnerships, improve service consistency, and support sustainable business growth. The company serves a broad base of commercial and institutional clients and is looking for a senior leader who can elevate client retention, service quality, and account growth.
Tax Director - Financial Services Madison-DavisTax Director - Financial ServicesBoca Raton, FLA leading public accounting and advisory firm is seeking a Tax Director to provide strategic tax advisory, compliance oversight, and client relationship leadership within its Financial Services practice. The Tax Director will serve as a trusted advisor to clients on complex tax matters while helping drive practice growth, mentoring tax professionals, and contributing to the firm's overall business development initiatives.
Account Manager NationsBenefits, LLCAccount ManagerPlantation, FLThrough our comprehensive suite of innovative supplemental benefits, fintech payment platforms, and member engagement solutions, we help health plans deliver high-quality benefits to their members that address the social determinants of health and improve member health outcomes and satisfaction. Collaborate with Client Services leadership and Sales teams to identify cross-sell and upsell opportunities for additional NationsBenefits products and services.
Account Manager (Remote) NationsBenefits, LLCAccount Manager (Remote)Plantation, FLRemoteThrough our comprehensive suite of innovative supplemental benefits, fintech payment platforms, and member engagement solutions, we help health plans deliver high-quality benefits to their members that address the social determinants of health and improve member health outcomes and satisfaction. Collaborate with Client Services leadership and Sales teams to identify cross-sell and upsell opportunities for additional NationsBenefits products and services.
Manager of Tax Services- Corporate Tax Berkowitz Pollack BrantManager of Tax Services- Corporate TaxFort Lauderdale, FloridaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston.