5 client services consultant jobs at 4 companies in Pendleton, SC
3w
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Tax Manager, Private Client Services
Atlanta or Charlotte or Raleigh or Greenville or Richmond or Norfolk
$90k-$150k/yr OnsiteFull Time
5+ YOEProvides tax compliance and consulting for high-net-worth clients; manages engagements, conducts advanced research, supervises staff, and advises on estate, trust, gift, and income tax matters.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe Acrobat, GoSystems, BNA Tax Planner, GoFileRoom, SurePrep, BNA Portfolio, CCH IntelliConnect, Checkpoint, Lexis Nexis
2mo
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Tax Senior Manager, Private Client & Family Office Services
Denver or Anchorage or San Francisco or San Jose or San Diego or Walnut Creek or Seattle or Spokane or Los Angeles or Costa Mesa or Las Vegas or Salt Lake City or Phoenix or Cincinnati or Columbus or Cleveland or Nashville or Akron or Detroit or Grand Rapids or Kalamazoo or Pittsburgh or Austin or Dallas or Houston or Fort Worth or San Antonio or Tulsa or Chicago or Indianapolis or Madison or Milwaukee or Minneapolis or Oak Brook or Potomac or Omaha or Rosemont or Fort Lauderdale or Jacksonville or Miami or Orlando or Tampa or West Palm Beach or Baltimore or Columbia or McLean or Washington or Cherry Hill or Philadelphia or Wilmington or Woodbridge or Boston or Stamford or New York or Atlanta or Charlotte or Greenville or Norfolk or Raleigh or Richmond or Boulder or Troy or Melville
$120k-$225k/yr OnsiteFull Time
8+ YOE4+ Mgmt8+ years accounting experience with a Bachelor’s (or 10+ years with HS), 4+ years supervisory experience, consultative tax/advisory skills, CPA preferred, Microsoft Office proficiency, experience with accounting platforms and BDODrive, ability to travel ~25%.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, QuickBooks Online (QBO), Microsoft NAV, Bill.com, SEI Archway, Qvinchi, BDODrive, CRM
2w
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Massage Therapist
Greenville, South Carolina, United States
OnsitePart Time
Provide professional massage services, perform client consultations, maintain sanitation, keep records, and meet licensure and program graduation requirements.
1mo
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Director – Regulatory Compliance and BSA/AML
Greenville or Columbia or Charleston or Nashville or Chattanooga or Raleigh
OnsiteFull Time
12+ YOE12+ years in financial services compliance/BSA/AML, audit, or consulting; bachelor’s degree; experience leading teams, conducting risk assessments, testing, and client reporting.
3w
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Sales Representative — Educators & Coaches Welcome
Central, South Carolina, United States
$75k-$95k/yr HybridFull Time, Contract
Consultative B2B sales and relationship management; comfortable obtaining Health & Life insurance license; strong communication, organization, and client-service skills; background in education/coaching preferred.