7 client account manager jobs at 3 companies in Newbern, TN
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Tax Senior Manager, Private Client Services
Nashville or Baton Rouge or Biloxi or Brentwood or Cincinnati or Daphne or Columbus or Grenada or Gulfport or Hattiesburg or Jackson or Memphis or Mobile or Ridgeland
OnsiteFull Time
7+ YOEBachelor's degree in accounting and 7+ years of public accounting and private client services experience required. CPA or licensed attorney required; private client tax expertise and supervisory experience needed.
Gosystems, BNA Tax Planner, Microsoft Office Suite
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Tax Manager, Private Client Services
Nashville or Baton Rouge or Biloxi or Brentwood or Cincinnati or Columbus or Daphne or Grenada or Gulfport or Hattiesburg or Jackson or Memphis or Mobile or Ridgeland
$90k-$150k/yr OnsiteFull Time
5+ YOEBachelor’s degree required and 5+ years in accounting, finance, or law. Requires CPA, EA, attorney admission, or equivalent credential; public accounting experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe Acrobat, GoSystems, BNA Tax Planner, GoFileRoom, SurePrep, BNA Portfolio, CCH IntelliConnect, Checkpoint, LexisNexis
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Tax Managing Director, Private Client Services
Nashville or Baton Rouge or Biloxi or Brentwood or Cincinnati or Columbus or Daphne or Grenada or Gulfport or Hattiesburg or Jackson or Memphis or Mobile or Ridgeland
$150k-$350k/yr OnsiteFull Time
10+ YOEBachelor’s degree and 10+ years in accounting, finance, or law required, with private client tax expertise, supervisory experience, and CPA, EA, attorney, or equivalent credential.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe Acrobat, GoSystems, BNA Tax Planner, GoFileRoom, SurePrep, BNA Portfolio, CCH IntelliConnect, Checkpoint, LexisNexis
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Tax Senior, Private Client Services
Nashville or Baton Rouge or Biloxi or Brentwood or Cincinnati or Columbus or Daphne or Grenada or Gulfport or Hattiesburg or Jackson or Memphis or Mobile or Ridgeland
$72k-$112k/yr OnsiteFull Time
2+ YOEBachelor's degree in accounting, finance, economics, or statistics required, or another field with CPA certification; 2+ years of tax or professional services experience; advanced tax research and supervisory skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe Acrobat, GoSystems, BNA Tax Planner, GoFileRoom, SurePrep, BNA Portfolio, CCH IntelliConnect, Checkpoint, Lexis Nexis
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Tax Manager, Core Tax Services
Nashville or Baton Rouge or Biloxi or Brentwood or Cincinnati or Columbus or Daphne or Grenada or Gulfport or Hattiesburg or Jackson or Memphis or Mobile or Ridgeland
$90k-$150k/yr OnsiteFull Time
5+ YOEBachelor's degree required; 5+ years of relevant tax or professional services experience, supervisory experience, and CPA, attorney, or enrolled agent designation required. Strong analytical, communication, delegation, and client relationship skills.
Microsoft Office Suite, tax research databases, tax compliance process software
2w
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Financial Advisor
Jackson, Tennessee, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
proprietary planning software
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Branch Office Administrator
Humboldt, Tennessee, United States
$21-$23/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, marketing assistance, and financial-services operations while learning firm technology and processes.
MoneyGuide, Salesforce, Microsoft Office