- 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
- Creative Financial Staffing (New York, NY)
- About the Organization & Opportunity - Senior Tax Accountant Our client is a well established professional services firm with locations across the tri-state area ... bonus, strong benefits including three health care plan options Role Responsibilities - Senior Tax Accountant Prepare and review workpapers for both internal and… more
- Creative Financial Staffing (Houston, TX)
- …The CPA Firm works with small and large nonprofit organizations including high net wealth individuals, schools, foundations, museums, agencies, small businesses ... and much more. Tax Team: 7 and adding the 8th! Perks of the Tax Accountant role? The office is very casual and the hours are flexible (schedules 7 to 3; 10 to 6,… more
- Creative Financial Staffing (Denver, CO)
- …Work with a diverse client base from large corporations to high - net -worth individuals 100% onsite with flexibility Compensation: $75k-$90k Responsibilities ... Senior Staff AccountantWe are seeking a highly skilled...and Microsoft Office Strong organizational skills Strong communication skills and ability to work with high - net -worth individuals… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …and promoting annual guidance reviewsIdentifying opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated ... level of customer service to Fidelity s most sophisticated and highest net worth client.\u00A0 Through frequent communication and collaboration, you are a key… more
- WSFS Bank (Berwyn, PA)
- …purposeThe Relationship Manager will primarily manage Private Banking relationships for high - net -worth individuals and have overall responsibility for the ... and brokerage servicesCall on prospective clients, as well as medical, legal, tax and other professional service providers to develop new relationships, retain… more
- Creative Financial Staffing (Columbus, OH)
- …Non-profit!!Sr. Accounting ManagerHybrid schedule in downtown ColumbusPosition Summary:The Senior Accounting Manager will lead all day-to-day finance operations ... training & development as needed. Through program administration and coordination, the Senior Accounting Manager will ensure that the organization has the financial… more
- Wipfli LLP (Missoula, MT)
- …is the place for you. Responsibilities: + Responsible for managing and coordinating tax compliance and advisory work for clients + Review Individual, Trust, and ... Estate tax returns + Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services +… more
- Wipfli LLP (Denver, CO)
- …is the place for you. Responsibilities: + Responsible for managing and coordinating tax compliance and advisory work for clients + Review Individual, Trust, and ... Estate tax returns + Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services +… 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 (Edison, NJ)
- …in the Edison area seeks a Tax Senior or Supervisor with experience in high net worth and partnership tax in a quality CPA firm. This position offers ... at home 100% and flexibility in your work schedule. Responsibilities include extensive high net worth and partnership tax preparation and planning on a… 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 ... the place for you. Responsibilities: + Lead and manage tax compliance engagements in accordance with firm and professional...+ Provide training, direction, and supervision to staff and senior accountants + Participate in and provide leadership for… more
- Motion Recruitment Partners (Chicago, IL)
- …with financial experience is required. They specialize in pensions, financial institutions and high net worth individuals. Required Skills & Experience + 10+ ... Senior . NET Engineer Chicago, Illinois **Hybrid**... Senior . NET Engineer Chicago, Illinois **Hybrid** Contract $70/hr -...Indemnity Insurance + 401(k) including match with pre and post- tax options + Paid Sick Time Leave + Legal… more
- Morgan Stanley (Seattle, WA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Development* **Title:** * Senior Software Engineer - Parametric (C#/. NET )* **Location:** ... includes building solutions to provide customized direct index exposure while making tax sensitive asset selection to improve overall after- tax portfolio… 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 Senior...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 ... **Business Title:** Tax Manager / Senior Manager Private...Minimum five years of recent focused high net -worth individual, flow-through entity and family office tax… more
- KPMG (Philadelphia, PA)
- …trust and estate clients + Prepare complex individual income, gift, trust and estate tax returns for ultra- high net -worth individuals and Family Offices + ... **Business Title:** Senior Associate, Business Tax Services -...Qualifications: + Minimum two years of ultra- high net worth individual and/or trust and estate tax… more
- Robert Half Finance & Accounting (Lafayette, CA)
- …leadership beyond the realm of accounting. Responsibilities include: + Developing strategies for income tax returns of high net worth individuals within the ... the East Bay. They are seeking a very personable senior tax analyst to join their collaborative...10 firm, with a + background in serving Ultra High Net Worth (UHNW) or High… more
- Gelfand Rennert & Feldman (Nashville, TN)
- …business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 staff ... San Rafael, Wilmington, and London. We are seeking a Senior Staff Tax Accountant with ideally entertainment...in the preparation of financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets,… more
