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Reposted 14 Days AgoSaved
In-Office
3 Locations
197K-303K Annually
Expert/Leader
197K-303K Annually
Expert/Leader
Fintech
Lead regional growth for CLA Wealth Advisory by coaching advisors, expanding AUM, hiring talent, ensuring cross-service collaboration, overseeing advisor book quality and compensation, and maintaining regulatory and operational rigor.
Reposted 14 Days AgoSaved
In-Office
2 Locations
Expert/Leader
Expert/Leader
Fintech
The Client Relationship Leader expands client relationships, implements a sales strategy, prepares presentations, and manages engagements for CLA's CAAS practice.
Top Skills: CRM
Reposted 14 Days AgoSaved
In-Office
Chicago, IL, USA
50-90 Hourly
Senior level
50-90 Hourly
Senior level
Fintech
As an Engagement Director, you will provide high-level interim accounting support, design processes, execute client engagements, and travel for various accounting roles.
Top Skills: Accounting SoftwareExcel
Reposted 14 Days AgoSaved
In-Office
Indianapolis, IN, USA
Expert/Leader
Expert/Leader
Fintech
As an Engagement Director, provide high-level interim accounting support, improve processes, and have flexibility in choosing engagements while ensuring client satisfaction.
Top Skills: Accounting SoftwareExcel
Reposted 16 Days AgoSaved
In-Office
5 Locations
19-35 Hourly
Internship
19-35 Hourly
Internship
Fintech
The Tax/Audit Intern prepares tax returns, performs audits, communicates with clients, and gains industry exposure while completing special projects.
Top Skills: MS OfficeWindows
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Reposted 17 Days AgoSaved
In-Office
Albuquerque, NM, USA
Internship
Internship
Fintech
The intern will prepare tax returns, perform audit services, support client engagements, communicate with clients, and gain industry knowledge.
Top Skills: MS OfficeWindows
Reposted 17 Days AgoSaved
In-Office
2 Locations
Expert/Leader
Expert/Leader
Fintech
As an Engagement Director, serve as a high-level accounting resource, improving processes, managing engagements, and offering advisory services on project or interim basis.
Top Skills: Accounting SoftwareExcel
Reposted 17 Days AgoSaved
In-Office
4 Locations
72K-151K Annually
Mid level
72K-151K Annually
Mid level
Fintech
Wealth advisors at CLA prepare financial plans, manage client relationships, and provide comprehensive financial services. They collaborate with teams to meet client needs and ensure satisfaction.
Top Skills: Estate PlanningFinancial PlanningInsuranceInvestmentsTax
Reposted 17 Days AgoSaved
In-Office
Century City, Los Angeles, CA, USA
124K-209K Annually
Mid level
124K-209K Annually
Mid level
Fintech
The Lead Data Engineer will shape enterprise data solutions, lead a team in building data pipelines, ensure project execution meets standards, and mentor team members while focusing on scalability and performance improvements.
Top Skills: Azure Data FactoryAzure DatabricksGitHadoopJavaPower BIPythonRScalaSnowflakeSparkSQLTableau
Reposted 17 Days AgoSaved
In-Office
Minneapolis, MN, USA
108K-192K Annually
Senior level
108K-192K Annually
Senior level
Fintech
The Senior Wealth Advisor will manage client relationships, oversee financial planning processes, and provide comprehensive wealth advisory services.
Top Skills: AdobeMS Office
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