- Perkins & Co (Portland, OR)
- We are looking for a seasoned tax manager to join our high net worth and legacy planning practice. To be successful in this role you should have substantial ... experience working with high net worth individuals and the trust and estate issues that often go hand in...we invite it, support it, and celebrate it. Our tax and audit teams may be spread across the… more
- Wipfli LLP (Chicago, IL)
- …degree in Accounting + Active CPA license + 10+ years of experience in HNW tax planning, compliance, and consulting in public accounting + Deep understanding ... of estate, gift, and trust tax laws and their application. + Experience with advanced estate planning including reviewing and summarizing legal documents (not… more
- Wipfli LLP (Detroit, MI)
- …degree in Accounting + Active CPA license + 10+ years of experience in HNW tax planning, compliance, and consulting in public accounting + Deep understanding ... of estate, gift, and trust tax laws and their application. + Experience with advanced estate planning including reviewing and summarizing legal documents (not… more
- Robert Half Finance & Accounting (San Jose, CA)
- …environment. Responsibilities: * Oversee the preparation and review of corporate, partnership, LLC, trust , and HNW individual tax returns. * Provide ... Description We are offering an exciting opportunity for a Tax Manager - Public in San Jose, California. This role operates within the industry, executing tasks… more
- Robert Half Finance & Accounting (New York, NY)
- …a blend of GL and FP& A + Real estate partnership, K1, HNW , C Corp, Trust and Individual tax returns + Individual tax and estate planning + Support the ... Tax and some finance (budgets/forecasting) role. Title is fluid ie Asst. Controller/ Tax Manager . The role will report directly to the Controller with a dotted… more
- Truist (Tampa, FL)
- …of America) **Please review the following job description:** The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to deliver ... with information discovery and client goal identification for prospective HNW clients. Analyze prospective client investment portfolios; develop investment strategy… more
- BMO Financial Group (Winnetka, IL)
- …clients with comprehensive wealth planning advice and solutions encompassing financial, tax , succession, philanthropic, will, estate and trust planning in ... wealth planning for High Net Worth / Ultra High Net Worth ( HNW /UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge… more
- Wells Fargo (Palm Beach, FL)
- …variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets, ... group, including WIM referral activity. ** Trust Services** Trust advisors discuss the needs of HNW ...**About this role:** Wells Fargo is seeking a Fiduciary Manager Working at Wells Fargo | Jobs and Careers… more
- Citigroup (New York, NY)
- …+ In-depth knowledge of wealth management services, with a focus on estate planning, tax strategies, and business succession for HNW and UHNW clients. + Strong ... economic progress. We strive to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive… more
- BMO Financial Group (Chicago, IL)
- …BMO's philanthropic advisory platform, delivering strategic guidance to High Net Worth ( HNW ) and Ultra High Net Worth (UHNW) individuals, families, and family ... vehicles (eg, donor-advised funds, private foundations, charitable trusts) and their tax implications. + Facilitates family conversations around legacy, purpose, and… more
- JPMorgan Chase (San Francisco, CA)
- … trust and estates, financial planning, insurance, alternative investments, tax considerations, and other related areas. + A self-confident, proactive ... as an ongoing resource to clients * a Wealth Manager that acts as the day-to-day manager ...* an Insurance Specialist for certain clients * a Trust Officer in instances where we deliver trust… more