- Wipfli LLP (Minneapolis, MN)
- …of estate enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery dates and attending ... disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA...and RIA Checkpoint, with a primary focus on income/estate tax matters. + Preparing written deliverables, such as emails,… more
- Wipfli LLP (Minneapolis, MN)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... opportunity. Responsibilities Responsibilities: + Responsible for managing and coordinating tax compliance and advisory work for clients + Review Federal… more
- Deloitte (Minneapolis, MN)
- …consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement leaders to address ... motivation of the engagement team. The Team At Deloitte Tax LLP, our Global Employer Services tax ...Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer… more
- Robert Half Finance & Accounting (Bloomington, MN)
- …benefits. Key Responsibilities: + Establish and maintain strong, trusting relationships with high net worth and corporate clients. + Understand, articulate, and ... Description Robert Half is looking for an experienced and dedicated Relationship Manager to join a top-ranked Registered Investment Advisory firm. The ideal… more
- BMO Financial Group (Minneapolis, MN)
- …Provides wealth planning (advanced financial planning) guidance and counsel to the High Net Worth (HNW) client segment. Works collaboratively in partnership ... experience, from discovery to financial planning analysis, development of high value wealth plans and recommendations, to coaching/assisting with presentations… more