OTHER

FEED

UNKNOWN

The 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.

YEAR

Andersen

Tax Manager - Private Client Services

[AW]-iCims

Reporting to the HR COO, this role sits at the intersection of strategy, operations, and technology - and is built for someone who thinks rigorously, executes methodically, and connects dots across a complex, multi-workstream people function. Own program management across HR's cross-functional initiatives: build project plans, manage workstreams, surface risks early, and drive decisions across competing priorities.

Clear Street LLC

Associate Director - Business Manager, People Strategy

ea_via_bold

Reporting to the HR COO, this role sits at the intersection of strategy, operations, and technology – and is built for someone who thinks rigorously, executes methodically, and connects dots across a complex, multi-workstream people function. Own program management across HR’s cross-functional initiatives: build project plans, manage workstreams, surface risks early, and drive decisions across competing priorities.

Clear Street

By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers.

Beauty Consultant Jobs in New York, NY

Tax Manager - Private Client Services Andersen

Associate Director - Business Manager, People Strategy Clear Street LLC

Associate Director - Business Manager, People Strategy Clear Street

HR Data & Analytics Manager Investcloud

Similar Job Searches

See More Jobs

Stand out to leading employers.