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24 Days AgoSaved
In-Office
Eau Claire, WI, USA
Internship
Internship
Fintech
The Tax/Audit Intern prepares various tax returns, performs audits, supports client engagements, and completes research projects while gaining industry knowledge.
Top Skills: MS OfficeWindows
Reposted 24 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
25 Days AgoSaved
In-Office
3 Locations
Entry level
Entry level
Fintech
This role involves preparing various tax returns, performing audits, supporting client engagements, and enhancing industry knowledge through training.
Top Skills: MS OfficeWindows
25 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 25 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
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Reposted 25 Days AgoSaved
In-Office
Raleigh, NC, USA
Expert/Leader
Expert/Leader
Fintech
Serve as a hands-on interim/project-based accounting leader (Controller, CFO, Internal Audit Manager, etc.) for CAAS clients. Improve accounting processes, oversee monthly close, reporting, forecasting, consolidations, and system implementations. Select engagements, travel as needed, and provide exceptional client service.
Top Skills: Excel
Reposted 25 Days AgoSaved
In-Office
Dallas, TX, USA
Expert/Leader
Expert/Leader
Fintech
As an Engagement Director, you will provide high-level interim or project-based accounting support, design accounting processes, and manage client engagements across various industries.
Top Skills: Accounting SoftwareExcel
Reposted 25 Days AgoSaved
In-Office
2 Locations
150K-175K Annually
Senior level
150K-175K Annually
Senior level
Fintech
The Senior Wealth Advisor manages client relationships, providing comprehensive financial planning and advisory services, including investment, insurance, and estate planning.
Top Skills: AdobeMS Office
Reposted 25 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech
The Senior Wealth Advisor manages client relationships and provides comprehensive financial planning services, overseeing financial planning work and maintaining client support.
Top Skills: AdobeMS Office
Reposted 25 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
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