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FORVIS
Dallas, TX, United States
Description & Requirements FORVIS' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility
Job Source: FORVISBank of America
Dallas, TX, United States
Private Client Advisor II Dallas, Texas **Job Description:** This role is responsible for new client acquisition, deepening client relationships and building upon an internal and external network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provi
Job Source: Bank of AmericaArmanino McKenna Certified Public Accountants & Consultants
Dallas, TX, United States
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to beAmong the top 20 Largest Firms in the Nationand one of theBest Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills
Job Source: Armanino McKenna Certified Public Accountants & ConsultantsEisnerAmper LLP
Dallas, TX, United States
Job Description Tax Director- Private Client Services (PCS) At EisnerAmper, we look for individuals who welcome new ideas , encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design
Job Source: EisnerAmper LLPAllworth Financial
Dallas, TX, United States
Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their
Job Source: Allworth FinancialIQ-EQ
Dallas, TX, United States
Company Description IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administration; advisory firm set-up, regulatory registration and infrastructure design; ongoing regulatory complian
Job Source: IQ-EQAMIRI
Dallas, TX, United States
Purpose & Objective AMIRI is looking for enthusiastic Client Advisors to join the Company's soon-to-be open NorthPark Center location! The AMIRI Client Advisor is responsible for delivering quality client service, achieving individual sales goals, building lasting dynamic client relationships through expert product knowledge and selling techniques
Job Source: AMIRICollabera
Irving, TX, United States
Description Home Search Jobs Job Description Client Advisor Contract to Hire: Irving, Texas, US Salary: $36.00 Per Hour Job Code: 351242 End Date: 2024-07-29 Days Left: 24 days, 3 hours left Apply Note: The position is Hybrid ( 4 weeks of Onsite training - Post training, 1 week from Office, and 1 week from Home ). This role requires a Ser
Job Source: CollaberaDallas, TX, United States
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.
Armanino is proud to beAmong the top 20 Largest Firms in the Nationand one of theBest Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
Job Responsibilities
* Preparation and review tax returns as it relates to high-net-worth individuals, primarily their personal income tax return as well as their closely held businesses, trust, estate, and gift tax returns
* Conduct tax research into industry and government developments as it relates to wealth planning opportunities and strive to maintain up-to-date tax knowledge
* Identify key planning opportunities throughout the year and develop a framework for tax strategies that best align with client needs and goals
* Assist in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements
* Support the partner team in the development and planning of practice strategy, objectives, and budgets
* Build on mentorship capabilities by guiding key talent through constructive criticism and growth opportunities
* Lead and supervise staff by actively managing a pipeline of projects and resources
* Maintain great relationships with clients, understanding their unique needs to provide a tailored service
Requirements
* Bachelor's Degree in Accounting, Tax, Finance or a related discipline
* Minimum of 3 years' experience in US tax consulting/compliance within public accounting
* Minimum of 1 year experience in supervising the work of others, including delegation, training and development of staff and interns
Preferred Qualifications
* Master's Degree in Taxation
* CPA or equivalent credential
* Experience with a wide variety of entity types
Armanino LLP provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino LLP complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall,transfer, leaves of absence, compensation and training.
Armanino LLP expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino LLP's employees to perform their job duties may result in discipline up to and including discharge.
Armanino LLP does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees.
Armanino has a robust offering of benefits, including:
* Medical, dental, vision
* Generous PTO plan and paid sick time
* Flexible work arrangements
* 401K with Profit Sharing
* Wellness program
* Generous parental leave
* 11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/
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Email Alert for Tax Supervising Senior, Private Client Advisors jobs in Dallas, TX, United States
ⓘ There was an unexpected error processing your request.
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You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
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