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Reposted 14 Days AgoSaved
In-Office
Minneapolis, MN, USA
72K-145K Annually
Mid level
72K-145K Annually
Mid level
Fintech
This role supports Senior Wealth Advisors by managing client relationships, providing financial planning, and facilitating business development in wealth advisory services.
Top Skills: Financial PlanningInvestment Strategies
Reposted 14 Days AgoSaved
In-Office
2 Locations
Internship
Internship
Fintech
The Tax Intern prepares various tax returns, supports client engagements, gains industry knowledge, and communicates effectively with clients and team members.
Top Skills: MS OfficeWindows
Reposted 14 Days AgoSaved
In-Office
Charlotte, NC, USA
Senior level
Senior level
Fintech
As an Engagement Director, you will provide high-level accounting services, improve accounting processes, and manage client engagements in various industries.
Top Skills: Accounting SoftwareExcel
Reposted 14 Days AgoSaved
In-Office
Atlanta, GA, USA
Senior level
Senior level
Fintech
As an Engagement Director, you will provide interim project-based accounting resources, improve accounting processes, and manage client engagements while balancing career and life. Extensive experience in public accounting and project management is preferred.
Top Skills: Accounting SoftwareExcel
Reposted 14 Days AgoSaved
In-Office
Phoenix, AZ, USA
Senior level
Senior level
Fintech
The Senior Wealth Advisor will manage client relationships, providing comprehensive financial planning, tax advice, and investment strategies while overseeing the delivery of financial plans.
Top Skills: AdobeMS Office
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Reposted 14 Days AgoSaved
In-Office
West Hartford, CT, USA
Senior level
Senior level
Fintech
The GRC Manager leads a team of IT and cybersecurity professionals, ensuring client information systems are secure and compliant with relevant regulations while managing projects and client interactions.
Top Skills: Cis ControlsIso 27001Nist 800 SeriesNist Cybersecurity FrameworkSecure Controls Framework
Reposted 14 Days AgoSaved
In-Office
2 Locations
Internship
Internship
Fintech
The intern will prepare tax returns, perform audits, support client engagements, and expand industry knowledge while gaining experience in accounting.
Top Skills: MS OfficeWindows
Reposted 14 Days AgoSaved
In-Office
King of Prussia, PA, USA
Senior level
Senior level
Fintech
As an Engagement Director, you'll provide high-level interim accounting support, improve accounting processes, and manage client engagements flexibly.
Top Skills: Accounting SoftwareExcel
Reposted 14 Days AgoSaved
In-Office
Arlington, VA, USA
Expert/Leader
Expert/Leader
Fintech
The Client Relationship Leader at CLA manages and expands client relationships, leads business development, implements sales strategies, and oversees ongoing client engagements.
Top Skills: CRM
Reposted 20 Days AgoSaved
In-Office
3 Locations
93K-152K Annually
Mid level
93K-152K Annually
Mid level
Fintech
The Assistant Controller will manage accounting functions for clients, provide financial consulting, prepare financial statements, and maintain industry knowledge.
Top Skills: FoundationsGaapGreat PlainsIntacctMriMunixPeoplesoftQuickbooksSageTimberlineXeroYardi
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