- Frazier & Deeter (Atlanta, GA)
- …on Inclusion, we help each other grow in every aspect of life. Job Summary: A Senior Tax Manager works closely with partners, as well as staff and clients and is ... mergers and acquisitions, reorganizations, and liquidations. Duties/Responsibilities: Manage and conduct high level review of complex tax returns for our individual… more
- Citigroup, Inc. (Huntington, NY)
- …and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client ... the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment...to meet the financial needs of our Affluent and High - Net Worth clients, including a… more
- Bloom Talent (South San Francisco, CA)
- …skills, intellectual horsepower, with a high EQ. Previous experience supporting high - net - worth individuals or executives in a holistic capacity is ... as an Executive Assistant / Personal Assistant supporting a C-suite leader, high - net - worth individuals, or in family office environments. Experience… more
- EisnerAmper LLP (New York, NY)
- …and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, ... need to succeed and the autonomy to reach your goals. We are seeking a Senior Associate to join the Financial Services Assurance practice, able to sit in a number… more
- Pacifica Continental (Miami, FL)
- …this role, you will be responsible for developing and managing relationships with high - net - worth individuals and families, providing them with comprehensive ... Miami We are seeking a highly motivated and experienced Senior Private Banker to join our growing team. In...needs and objectives. Responsibilities: Identify and cultivate relationships with high - net - worth individuals and families. Conduct… more
- Mariner (Los Angeles, CA)
- Job Description Overview: The Senior Wealth Analyst position works on our Ultra High Net Worth advisory team, working with our wealthiest and most ... complex clients. The work can be demanding, but those who do well in this role are excited by the uniqueness and challenges of the populations we service. In this role, you are responsible for providing technical support to the advisory team by data gathering,… more
- Gateway Search Associates (Philadelphia, PA)
- …experience with a focus in tax *Experience with pass through entities and high - net - worth individuals and family groups Authorization to work lawfully ... in the US without sponsorship is required. Local candidates to the Tri-State area (PA/NJ/DE) are encouraged to apply. more
- Forth Recruiting (Redwood City, CA)
- …your needs. Happiness Meaningful assignments with direct client contact. Exposure to ultra- high - net - worth clientele. Complex and interesting work. Beyond ... About the job Tax Senior or Supervisor - Redwood City, CA The Role The ideal candidate is a team player who manages the tax team to greater performance, creates and… more
- RES Consultant Group (San Francisco, CA)
- …strategies; provide clients with quarterly tax payments; review tax returns for high - net - worth individuals, trusts, corporations, partnerships and estates; ... as private clients, entrepreneurs, and families worldwide. They are seeking an on-site Senior Tax Accountant , capable of rapid advancement and looking for people to… more
- EY (New York, NY)
- …will be reviewing complex individual tax returns to income tax planning and advising of high net worth individuals and families, allowing you to develop into ... collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of...professionalism Ideally you'll also have A proven record in high net - worth tax planning A… more
- KPMG (Dallas, TX)
- …Additional qualifications for Senior Manager: Minimum eight years of recent focused high net - worth individual, flow-through entity and family office tax ... firm KPMG is currently seeking a Tax Manager / Senior Manager Private Markets to join our Business Tax...of financial, gift, estate, and income tax issues for ultra- high net - worth individuals and families… more
- Gavin de Becker & Associates (San Francisco, CA)
- …managing the day to day relationship and communications with high net worth clients and staff Collaborate with senior GDBA leadership on high -level ... 3+ years of experience managing a residential security team for high - net - worth clients/at-risk clients International or domestic field/travel… more
- OHNWARD BANCSHARES (Marion, IA)
- …of Trust Operations and administration. Ability to manage and communicate with high net - worth (HNW) multi-generational clients EDUCATION AND EXPERIENCE ... Inc. www.ohnward.com About Us Careers Apply Now POSITION SUMMARY The Senior Market Investment Officer is responsible for managing client relationships (with… more
- Citigroup, Inc. (Houston, TX)
- …enhance its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. Responsibilities: Investment ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- International Staffing Consultants, Inc. (Woodbury, NY)
- …1041's, 1120's, 1065's Understanding of Estate and Trusts Financial planning for high - net - worth individuals (estates, gifting, & IRA) Manage resolving ... in Long Island. Due to growth, they are currently looking for a full-time Senior Tax Accountant responsible for performing tax and accounting work as assigned. MAIN… more
- American International Group, Inc. (Dallas, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... hazards and exposures for new and renewal business. As a senior member of the team, you will set a high standard of customer service to brokers and clients -… more
- UBS Financial Services, Inc (Miami, FL)
- …Financial Advisor in Coral Gables, Florida. Provide comprehensive wealth management advice for ultra- high net worth international clients in Latin America. ... Requires 7yrs. exp. Qualified Applicants apply through ###@ubs.com. Please reference 001313. NO CALLS PLEASE. EOE/M/F/D/V. #LI-DNP. recblid fruihg7opus26cpzl2dm7q5a2i75kk more
- Goldman Sachs, Inc. (Chicago, IL)
- …financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra- high net worth and high net ... lifecycle management for millions of Marcus customers across our high yield savings and CD products. We're a data...As VP of Integrated Marketing, you will be a senior leader on the Marketing Acquisition team, responsible for… more
- City National Bank (Charlotte, NC)
- …including corporate, syndicated, and leveraged loans is highly desired, along with understanding of high net worth and private client lending and retail loan ... CREDIT RISK REVIEW OFFICER SENIOR CREDIT RISK 2LOD WHAT IS THE OPPORTUNITY?...WHAT IS THE OPPORTUNITY? The Credit Risk Review Officer Senior - Credit Administration will support the Credit Administration… more
- Rosen, Sapperstein & Friedlander, LLC (Towson, MD)
- …In the marketplace, RS&F is recognized as the go-to firm for family offices, ultra- high net worth families, and middle-market businesses. RS&F's team is ... trained in the most up-to-date industry knowledge and best practices. We consistently provide close, personalized attention to our clients while offering them a wide range of resources and an extensive business network. RS&F prides itself in a team culture… more
