- 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 Jose, 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 (Seattle, WA)
- ** Tax Director - Health Care** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about ... 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
- 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 positions reporting to ... 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
- St. Luke's Health System (Meridian, ID)
- …Ensure regulatory reporting is completed accurately and in a timely manner while delivering high quality net revenue valuation through the use of related finance ... **Overview** St. Luke's Health System seeks a Tax Compliance Manager to join our team. Reporting...for St. Luke's Health System and will support the Director of Financial Reporting, the System Controller and CFO… 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
- Reynolds American (Winston Salem, NC)
- Director Brand Marketing - FMC Global Drive Brands Reynolds American is evolving at a pace like no other organization. **To achieve the ambition we have set for ... Come be the change!** **WE ARE LOOKING FOR A** ** Director Brand Marketing - FMC Global Drive Brands** **SENIORITY...overall sustainable brand growth. This role also requires a high level of engagement and collaboration with cross-functional teams… more
- First National Bank of Omaha (Omaha, NE)
- …of the Job:** The Director of Financial Planning works closely with FNBO's ultra- high net worth clients and the supporting client team. The Director ... all sources of a client's income, expense, investment, insurance, tax and estate planning documents. This requires a solid...of eMoney financial planning software + Experience with servicing high net worth individuals and institutions. +… more
- Harvard University (Cambridge, MA)
- …different departments. + Has demonstrated success in employing complex gift planning and/or tax strategies with high - net - worth individuals and their ... Manager Department Office Location:USA - MA - Harvard Business Title:Senior Director of Development, Gift Planning, Faculty of Arts and SciencesSub-Unit: Salary… more
- Holcim US (Washington, DC)
- Director Aggregates Operational Performance Requisition ID: 5276 Location: Chicago, IL, US, 60631Minneapolis, MN, US, 55419Dallas, TX, US, 75220Washington, DC, US, ... the core of its strategy Holcim is becoming a net zero company, with its people and communities at...and Solutions & Products. Description: **ABOUT THE ROLE** The Director of Aggregates Operational Performance plays a crucial role… more
- Lincoln Financial Group (Columbus, OH)
- …specific client fact patterns. * Review, identify, and communicate recommendations on complex and high net worth cases to advisors and other team members. * ... for this opportunity. **Requisition #:** 73013 **The Role at a Glance** The Director of Financial Planning will provide subject matter expertise and planning support… 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