• HCVT (Long Beach, CA)
    …line, you will be responsible for the following: Prepare state and local income tax returns for individuals, partnerships, corporations, and trusts and its ... and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices....related income more
    Upward (07/04/25)
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  • BDO USA (Richmond, VA)
    …as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, ... income , gift, and trust tax consulting and...compensation; and cash-flow, retirement, and life insurance planning. A Tax Manager, Private Client Services… more
    Upward (07/01/25)
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  • WithumSmith+Brown (Baltimore, MD)
    …Individual, State & Local tax , R&D Tax Credit, as well as International and Private Client services. As a Private Client Services Tax ... our strength. We have become synonymous with teamwork and client service excellence. The cornerstone of our success can...spend your time: Preparing complex high net worth individual income tax and trust & estate returns… more
    Upward (06/25/25)
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  • Frost Bank (Mckinney, TX)
    …Working knowledge of financial analysis relating to personal financial statements and personal income tax returns NMLS license; the ability to transfer license ... providing unparalleled banking services. Who you are: As a Private Banking Officer II , you will help customers...goals. What you'll do: Develop, manage, retain and expand client relationships within the affluent to high net worth… more
    Upward (07/13/25)
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  • International Staffing Consultants, Inc. (Chicago, IL)
    …of 8 years of public accounting experience, specifically in preparing and reviewing income tax returns. Candidates should be well-versed in current federal ... will be discussed based on experience. Key Responsibilities Lead and supervise income tax compliance and planning engagements Manage return review processes… more
    Upward (07/20/25)
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  • Deloitte (Atlanta, GA)
    …weekS 5+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns Bachelor's degree in ... Hedge funds-Are you passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund… more
    Upward (07/15/25)
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  • Insight Global (Fort Worth, TX)
    …to adapt quickly to new tax software and research tools (ie, CCH Axcess Tax , BNA Income Tax Planner, and CCH IntelliConnect). Excellent written and ... They will coordinate with multiple stakeholders to integrate their requirements into the tax planning process and run client -facing meetings to present updates,… more
    Upward (07/14/25)
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  • Allworth Financial (Pleasant Hill, CA)
    …for tax services provided to clients such as federal, state and local income tax preparation, tax projections and analysis, and notice resolution. This ... and collaborate with their financial advisors Identify and resolve client tax related questions and issues Exhibit...tax return preparation and review experience Proficiency in income tax planning and compliance Multi-state … more
    Upward (07/07/25)
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  • Deloitte (Atlanta, GA)
    …not an expert in technology, but you can offer profound insight about how US federal income tax models and computations work. If you have a passion for improving ... by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas,...agreements. Create cutting-edge technology that evolves around US federal income tax principles for partnership tax more
    Upward (06/26/25)
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  • MBC Talent Connections (Dallas, TX)
    …are a well-established law firm with a strong reputation in private client services, estate planning, and tax law. Our clients include high-net-worth ... asset transfers. Advise clients on estate, gift, GST, and income tax strategies, including lifetime giving, business...knowledge of federal estate, gift, and income tax law. Excellent drafting, organizational, and client more
    Upward (07/20/25)
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  • Chilton Trust (Wilmington, DE)
    …transactions and an operational understanding of financial planning, estate and transfer tax issues and income tax issues. Exceptional problem-solving ... accounts with third-party custodian banks. Experience executing investment transactions in client portfolios including public securities, hedge funds, private more
    Upward (07/16/25)
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  • Scotiabank (New York, NY)
    …corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. ... procedures. What You'll Do Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. This… more
    Upward (07/17/25)
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  • Baird (Sarasota, FL)
    …as they've defined it. Check out this video to learn more about our Private Wealth Management business. As a Client Planning Specialist, you will: Provide ... This may also include the ownership of other wealth management activities including tax reviews, estate plans, etc. Gain knowledge of and leverage partnership with… more
    Upward (07/09/25)
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  • Baker Tilly (Madison, WI)
    Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the US ... Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker...You will enjoy this role if: You enjoy helping private and public organizations meet their financial and energy… more
    Upward (07/08/25)
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  • Oliver James (Chicago, IL)
    My client , a top Private Credit Asset Manager is looking for a Senior Fund Accountant to join their expanding team to handle internal fund accounting. Our ... client works on a hybrid basis in downtown Chicago,...and lease information Work with property managers to track income and expenses Handle accounts payable and receivable Complete… more
    Upward (07/20/25)
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  • San Bernardino Superior Court (San Bernardino, CA)
    …lower their taxable income . Under this plan, employees may set aside pre- tax dollars to pay for qualified childcare or dependent care expenses that are necessary ... apply critical thinking skills to reach sound, logical conclusions regarding user client needs and business requirements. Understand and apply the analysis of… more
    Upward (07/14/25)
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  • City National Bank of Florida (Miami, FL)
    …required insurance covering collateral and other perils, creation of insurance and tax records, ordering real estate tax service contract, transmittal of ... maintenance of escrow records and notepads on loan system, analysis of client escrow accounts, confirmation of annual statement generation and mailing to clients,… more
    Upward (07/11/25)
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  • Life Time, Inc. (Florham Park, NJ)
    …Time Brand. Job Duties and Responsibilities Develops safe, professional, and comprehensive client programs that drive client goal achievement and retention ... and goal setting to assess and recommend Pilates training programs Instructs both private and group Pilates classes Promotes and sells Pilates training programs and… more
    Upward (07/06/25)
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  • Fidelity Investments (Newport Beach, CA)
    Job Description: Wealth Management Planning Consultant For you, client interactions aren't just transactions. They're relationships that need to be nurtured. Our ... highest level of customer service to Fidelity's most sophisticated and most valued client . Through frequent communication and teamwork, you are a key player on the… more
    Upward (07/21/25)
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  • Top Secret Clearance Jobs (Arlington, VA)
    …within the Agency, Congress, other Intelligence Community organizations, and the private sector. Provides support to 2-4 government staff simultaneously. Maintains ... plan offering the ability to contribute both pre and post- tax dollars up to the IRS annual limits and...To ensure our employees are able to protect their income , other offerings such as short and long-term disability… more
    Upward (06/26/25)
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