- Wipfli LLP (Sterling, IL)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... for you. Responsibilities: + Responsible for managing and coordinating tax compliance and advisory work for clients + Review...work for clients + Review Federal and Multi-State Partnership tax returns + Lead client relationships on day to… more
- Charles Schwab (Lone Tree, CO)
- …advising and serving high net worth clients + Proven track record preparing high level analysis of clients' tax returns and assist with a holistic tax ... a broad range of investment products and solutions. The Director , Senior Tax Planning Specialist role is...Estate team that provides tremendous value and benefits to High - Net -Worth clients. The goal of the relationship… more
- Grant Thornton LLP (Reno, NV)
- … returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients - all with ... As the Private Wealth Services Tax Director , you'll lead the team's... tax planning and consulting to our firm's high net worth clients for estate, wills… more
- Grant Thornton LLP (San Francisco, CA)
- As the Partnership Tax Director , you'll lead the team's production of primary and secondary reviews of complex tax returns and provide tax consulting ... to help you excel. You'll collaborate with the Partnership Tax leadership team and make recommendations on return preparation...areas to resolve issues + Experience in working with high - net -worth individuals, owners of closely held businesses,… more
- Cherry Bekaert (Cincinnati, OH)
- …heads of families, family businesses, private equity fund owners, as well as high net worth individuals. Our expertise includes providing services associated ... estate and succession, planning sensitive wealth transfers, and philanthropic planning. **As a Tax Director , you will:** + Work with clients and firm partners… more
- Moss Adams LLP (CA)
- …solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at Moss ... ** Tax Managing Director - Health Care** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who… more
- Moss Adams LLP (Eugene, OR)
- ** Tax Director ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our ... solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at Moss… more
- Moss Adams LLP (Seattle, WA)
- ** Tax Director - Technology, Communications and Life Sciences** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture ... solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at Moss… more
- Robert Half Finance & Accounting (Latham, NY)
- … tax and financial planning to the firm's clients. Requirements Experience completing high net worth individual tax returns is required, and a ... wealth management firm with $500+ AUM is seeking a Tax Director /Manager to join their growing firm....eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An… more
- Insight Global (Tampa, FL)
- …for preparing, reviewing, and completing tax Form 1065 and Schedule K1 for high net worth individuals and will need to have experience in financial services ... experience Sr. Manager: credential and 7-12 years of experience Director : credential and 12+ years of experience We are...venture capital firms). Strong experience with Excel Experience with high net worth individual tax … more
- Robert Half Finance & Accounting (Chicago, IL)
- …local tax returns for partnerships, S-corporations/C-corporations, trusts, estates, foundations, gift tax , and high - net worth individuals + Prepare and ... the best places to work in 2024. The Senior Tax Accountant will report to the Director ...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An… more
- Volvo Group (Greensboro, NC)
- …with finance, operations and other cross-functional teams. You will report to the Senior Director of Indirect Tax and will not have any direct reports. This ... Indirect Tax Manager Location: Greensboro, NC, US, 27409 Position...and safe transport, mobility and infrastructure solutions toward a net -zero society. Joining Volvo Group, you will work with… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and play a vital role in our continued expansion. Responsibilities: Strategize income tax returns for high - net -worth individuals and manage fiduciary returns ... via LinkedIn Requirements Benefits and Perks: + Join a high -growth company with a stellar industry reputation. + Work...Plan to Placement: + 1st Round: Zoom interview with Tax Director and Manager. + 2nd Round:… more
- Insight Global (Tampa, FL)
- …responsible for partnership tax form preparation forms (eg 1065) for high net worth individuals and financial services partnerships. Experience with ... Job Description *This is NOT a SALT tax opportunity* We are looking for tax...like private equity, venture capital, and other forms of high net worth is required. We are… more
- Truist (Atlanta, GA)
- …tools and resources pertinent to their role. The Center for Family Legacy integrates with Ultra High Net Worth and High Net Worth using a ... of America) **Please review the following job description:** The Director of Truist Wealth Center for Family Legacy will...design, process consultation and change management, familiarity with Ultra High Net Worth and High … more
- Georgetown Univerisity (Washington, DC)
- …in intellectual inquiry and making a difference in the world. Requirements Senior Director , Gift Administration - Office of Advancement - Georgetown University Jo b ... in operations pertaining to managing donor commitments, including issuing charitable gift tax receipts and pledge reminders, and lending expertise to the efficient… more
- JPMorgan Chase (New York, NY)
- …role will partner with Financial Advisors and other internal stakeholders to provide ultra- high net worth (UHNW) clients and their families with family ... **Key Responsibilities** The Family Engagement and Governance Executive Director is a process consulting role focused on...financial services including, but not limited to financial planning, Affluent/ High Net Worth solutions, working with … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …relevant stakeholders to ensure financial models projecting the operating performance and net after- tax benefits of renewable energy investments are completed * ... **Description** **Job Summary:** The Director , Acquisitions will be responsible for leading all...be responsible for leading all aspects of renewable energy tax credit transactions (both syndication and principal investments). This… more
- Charles Schwab (New York, NY)
- …future. Schwab Private Wealth Services (SPWS) is a complimentary branded program for ultra- high net worth (UHNW) retail clients with $10M+ in qualifying ... Private Wealth Services team is seeking a highly experienced Director of SPWS **Business Development Officer** to build, lead...attorneys, etc..) + **Must have: 10+ years of Ultra High Net Worth experience, family office sales… more
- Bristol Myers Squibb (Princeton, NJ)
- …to grow and thrive through opportunities uncommon in scale and scope, alongside high -achieving teams rich in diversity. Take your career farther than you thought ... personal lives. Read more: careers.bms.com/working-with-us . **Job Description** The Associate Director is an integral part of the financial planning, analysis, and… more