- Creative Financial Staffing (Mountain View, CA)
- Tax Manager - High Net Worth Clients! As Tax Manager you'll use your tax knowledge by applying your technical skills to assigned projects ... under direct guidance from the Partner; The Tax Manager will gain an understanding of the client's financial, business and family goals Review, manage/coach… more
- CohnReznick LLP (Boca Raton, FL)
- …fiduciary accounting for trusts and estates;Provide tax planning and consulting to high net worth clients for estate and individual income taxes;Research and ... We currently have an exciting career opportunity for a Tax Senior Manager to join our Trust...with our Trust and Estate clients, as well as high net worth individuals. This position offers… more
- CohnReznick LLP (Parsippany-Troy Hills, NJ)
- …predominantly with our local Trust and Estate clients, as well as high net worth individuals. Demonstrate your expertise in tax research, tax planning, ... We currently have an exciting career opportunity for a Tax Manager to join our Trust &...and estates.Provide tax planning and consulting to high net worth clients for estate and… more
- Creative Financial Staffing (New York, NY)
- …Public accounting background is a plus Prior experience working with high - net -worth individuals is a plus Experience with CCH Tax software is a plus #LI-MW1 ... Tax ManagerAbout the Role & Organization - Tax Manager CFS New York is working with a stable professional services organization looking for a Tax … more
- Creative Financial Staffing (New York, NY)
- …a portfolio of clients, including but not limited to corporations, partnerships, and high - net -worth individuals. Conduct thorough tax research and analysis, ... Tax Manager Our client is looking... Tax Manager Our client is looking to bring on...: Provide leadership and guidance to a team of tax professionals, ensuring high -quality and timely delivery… more
- Creative Financial Staffing (Columbus, OH)
- …Accounting ManagerHybrid schedule in downtown ColumbusPosition Summary:The Senior Accounting Manager will lead all day-to-day finance operations and supervise the ... development as needed. Through program administration and coordination, the Senior Accounting Manager will ensure that the organization has the financial systems and… more
- Fidelity TalentSource LLC (New York, NY)
- …guidance reviews with an AdvisorIdentifying opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated ... makes you an ideal candidate to be a Relationship Manager . The Expertise We re Looking ForSeries 7, 63...customer service to Fidelity s most sophisticated and highest net worth client. Through frequent communication and collaboration, you… more
- Creative Financial Staffing (Houston, TX)
- Our healthcare client is seeking a Partnership Accounting Manager to assist with their rapid-growing company! Why should you explore this Partnership Accounting ... Manager role? Amazing tenure and even better culture! -...Analyze financial, operational, and metric trends such as visits, net rate per visit, payroll rate per visit, and… more
- WSFS Bank (Berwyn, PA)
- …Relationship Manager will primarily manage Private Banking relationships for high - net -worth individuals and have overall responsibility for the development ... the sale and servicing of credit, deposit and wealth management servicesThe Relationship Manager will attend to the needs of private banking and wealth management… more
- Fidelity TalentSource LLC (Boston, MA)
- …LLC is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. The range of investment solutions include managed ... and Fidelity Investments Company and serves as the investment manager to all Fidelity managed accounts offered by Fidelity...to scale our investment processes across both taxable and tax qualified portfolios with a mix of single and… more
- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups Department: Tax Location: Downtown Austin, TX and/or Round Rock, TX Remote Eligible: All US ... ranking in 2020. What You'll Be Doing As a tax manager , you will lead client ...providing tax consulting and compliance services to high net -worth individuals and families including personal,… more
- Wipfli LLP (Sterling, IL)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... main tax point of contact within our firm for clients + Tax Manager is responsible for clients receiving proactive communication and timely service + Perform… more
- 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
- Robert Half Finance & Accounting (Boston, MA)
- …seeking a distinguished individual to fill the position of Tax Manager for our High Net Worth division at our nationally recognized accounting firm. This ... Responsibilities: - Manage a portfolio of high net worth clients, delivering a range of tax...equivalent. - Proven track record managing high net worth clients. - Comprehensive understanding of tax… more
- Truist (Savannah, GA)
- …in field of endeavor 3. Experience with Excess and Surplus lines 4. High Net Worth coastal experience **General Description of Available Benefits for ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- KPMG (Boston, MA)
- …Additional Qualifications for Senior Manager : + Minimum eight years of recent ultra- high net worth tax experience in an accounting firm and/or ... **Business Title:** Tax Manager or Tax ...private client tax practice, which focuses on ultra- high net worth individual, trust and estate… more
- Robert Half Finance & Accounting (Timonium, MD)
- Description Robert Half is excited to partner with a leading Ultra High Net Worth (UHNW) tax consulting practice in the search for a talented and experienced ... Tax Senior or Tax Manager . This is...(Hybrid work options available) Responsibilities: + Provide high -quality tax services to Ultra High Net … more
- KPMG (Pittsburgh, PA)
- …and fast-growing start-ups; provide analyses of financial, gift, estate, and income tax issues for ultra- high net -worth individuals and families ... Minimum five years of recent focused high net -worth individual, flow-through entity and family office tax...Manager : + Minimum eight years of recent focused high net -worth individual, flow-through entity and family… more
- Moss Adams LLP (Pasadena, CA)
- ** Tax Senior Manager - Estate and Gifts**...and gift tax planning strategies to our high net worth clients. Individuals who thrive at ... solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Our Private Client Services team… more
- Grant Thornton LLP (Charlotte, NC)
- … 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 Manager , you'll conduct primary and... tax planning and consulting to our firm's high net worth clients for estate, wills… more
