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2025 TAX WINTER INTERN - PRIVATE CLIENT SERVICES (PCS)

Current Junior or Senior (who is applying for a 5-year Master's degree program), or on track to complete 150 credits for CPA-eligibility. Strong academic track record (Minimum GPA: 3.0). Must be legally authorized to work in the U...

CompanyEisneramper Llp
AddressMinneapolis, MN
CategorySales/marketing
Job typeFull-Time
Date Posted 2 months ago See detail

2025 Tax Winter Intern - Private Client Services (PCS)

Eisneramper Llp

Minneapolis, MN

Current Junior or Senior (who is applying for a 5-year Master's degree program), or on track to complete 150 credits for CPA-eligibility. Strong academic track record (Minimum GPA: 3.0). Must be legally authorized to work in the U...

Senior Tax Associate – Private Client Services

Andersen

Los Angeles, CA

$90,300 - $138,300 a year

Bachelors or Masters degree required;. Accounting, Finance, Economics or related degree preferred, minimum GPA of 3.0; Advanced credential preferred (i.e. CPA or JD); At least 3 years relevant work experience, preferably with an...

Private Client Account Manager - HYBRID

Cross Insurance Agency

Wellesley, MA

$85,000 - $100,000 a year

Ability to analyze a risks and exposures and determine creative solutions on challenging and complex accounts. Develop and maintain positive client relationships resulting in a high rate of retention. Quote both new and renewal bu...

Private Client Banker - Escondido Felicita Plaza Branch - Escondido, CA

Jpmorgan Chase & Co

Escondido, CA

$25.00 - $30.29 an hour

Shares the value of Chase Private Client with clients that may be eligible. Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs...

Private Client Producer

Woodruff Sawyer

Denver, CO

Meet or exceed set minimum production goals annually, tracking established revenue of new, lost, and retained business against budget. Collaborate with clients on internal strategy and value of Woodruff Sawyer's offerings to meet...

Tax Manager - Private Client Services

Eisneramper Llp

San Francisco, CA

$85,000 a year

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a cu...

Teller/Key Private Bank Client Relations Associate

Keybank

Naples, FL

Accept and accurately process all financial service transactions. Maintain responsibility for cash drawer and follows proper balancing procedures. Act as a resource to identify and resolve more complex client servicing issues. Lis...

LPN Private Duty Southside G-tube Client

American Critical Care Services

Richmond, VA

...

Private Wealth Client Associate

York State Department Of Labor

New York, NY

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...

U.S. Private Bank - Client Service Associate - Analyst

Jpmorgan Chase Bank, N.a.

Tempe, AZ

Provide exceptional Client Service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests. Adhere to and mainta...

Client Service Associate - Private Vista

Hightower Advisors

Oak Brook, IL

$50,000 - $55,000 a year

Efficiently handle address changes, online account access setup, and account information updates. Prepare and dispatch paperwork for account openings, updates, and other miscellaneous requests, including but not limited to, electr...

Client Concierge - Private Wealth Management Firm

Fiduciam Financial

Middlebury, CT

$45,000 - $50,000 a year

401(k). 401(k) matching. Dental insurance. Health insurance. Life insurance. Paid time off. Professional development assistance. Referral program. Vision insurance. Monday to Friday. Associate (Preferred). Customer service: 1 year...

Private Wealth Client Associate

Bank Of America

Carmel, CA

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...

Client Service Associate - Private Vista

Hightower

Oak Brook, IL

Efficiently handle address changes, online account access setup, and account information updates. Prepare and dispatch paperwork for account openings, updates, and other miscellaneous requests, including but not limited to, electr...

Sr Client Acquisition Account Executive, Private Equity

Dewolff, Boberg & Associates

Charlotte, NC

$105K - $133K a year

Gain exposure to a variety of industries and the opportunity to meet with Fortune 500 executives Utilize DB&As proven sales process to identify and analyze customers business requirements and need for our services Work collabora...

Client Administrator IV - Private Debt & CLO

Wilmington Trust

Baltimore, MD

Continuous reassessment and evaluation of processes is engrained in the team's DNA. We take a collaborative approach to identifying, assessing, developing, and implementing solutions across the platform. Additionally, we anticipat...

Client Administrator IV - Private Debt & CLO

M&T Bank

Baltimore, MD

Continuous reassessment and evaluation of processes is engrained in the team's DNA. We take a collaborative approach to identifying, assessing, developing, and implementing solutions across the platform. Additionally, we anticipat...

North America Client Relationship Director - Private Equity

Clearsulting

Remote

$144K - $182K a year

Fortune's Best Workplaces in Consulting (2022, 2023). 'Great Place to Work' Certified (2022, 2023) 'Consulting's Fastest Growing Firms' - Consulting Magazine (2022) Inc. 5000 Fastest-Growing Private Companies in America (2020-2023...