- Wipfli LLP (Sterling, IL)
- …state in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting ... offers a career-defining opportunity. Responsibilities: + Responsible for managing and coordinating tax compliance and advisory work for clients + Review Federal and… more
- Wipfli LLP (Sterling, IL)
- …are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting and/or ... Wipfli offers a career-defining opportunity. Responsibilities: + Lead and manage tax compliance engagements in accordance with firm and professional standards,… 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 ... firm) + Experience providing tax consulting and compliance services to high net - worth individuals and families including personal, estate/gift & trust … more
- KPMG (Chicago, IL)
- …a key role in growing KPMG's private client tax practice, which focuses on ultra- high net - worth individual, trust and estate clients + Review and provide ... tax , gift, estate, and trust returns for ultra- high net - worth individuals and Family...tax professionals Qualifications: + Minimum eight years of ultra- high net - worth tax … more
- Robert Half Finance & Accounting (Reno, NV)
- …wide array of US and international tax matters, providing exposure to complex, high - net - worth tax situations. The successful candidate will be ... responsible for preparing federal and state tax returns for high - net - worth individuals and assisting with two large partnership and trust tax … more
- Wipfli LLP (Madison, WI)
- …a career-defining opportunity. 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 (Loveland, CO)
- …a career-defining opportunity. 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
- Robert Half Finance & Accounting (Albany, NY)
- …team. Responsibilities include: provide preparation and review services for high net worth clients; tax return quality assessment services; consulting ... 5-7+ years of experience in the tax field; ideally working with high net worth clients. For more information or confidential consideration contact Jordon… more
- Robert Half Accountemps (Glen Allen, VA)
- …Thursday. Responsibilities: * Accurately process individual, business, non-profit, S-Corp, and high net worth individual tax returns. * Utilize tax ... offering a long term contract employment opportunity for a Tax Preparer in the CPA industry based in Glen...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An… more
- Charles Schwab (Bellevue, WA)
- … Tax , Trust and Estate needs. **What you have** As a High Net Worth Trust & Estate/ Tax Specialist, you will: + Develop and handle strong relationships ... meet income generation, risk mitigation, and liquidity needs. The Tax , Trust and Estate specialist role is a part...JD, LLM, CPA, CTFA, AEP + Extensive experience advising high net worth clients +… more
- Robert Half Finance & Accounting (East Brunswick, NJ)
- …developing or implementing best practice. + Review partnership tax returns, S corporations and high net - worth individual tax returns with a focus on ... CPA firms in the country has a fully remote Tax Manager opportunity for a CPA with an expertise...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An… more
- Robert Half Finance & Accounting (Latham, NY)
- …tax and financial planning to the firm's clients. Requirements Experience completing high net worth individual tax returns is required, and a CPA or ... wealth management firm with $500+ AUM is seeking a Tax Director/Manager to join their growing firm. In this...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An… more
- Robert Half Finance & Accounting (Edison, NJ)
- …CPA firm 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 ... and flexibility in your work schedule. Responsibilities include extensive high net worth and partnership tax preparation and planning on a national… more
- Robert Half Finance & Accounting (Lewes, DE)
- …Tax Preparer based in Lewes, Delaware. The role involves dealing with high net worth clientele, full tax return preparation, and potential for future ... managing Financial Records. Responsibilities: * Prepare and review tax returns for high net worth individuals * Utilize various tax software such as… more
- Robert Half Finance & Accounting (Woodbridge, NJ)
- …CPA firm in the Edison area is seeking a Senior Tax Accountant with experience in high net worth and partnership tax in a quality CPA firm. This ... to Edison several times a month. Responsibilities include extensive high net worth , corporate, and partnership tax preparation and planning on a national… more
- Edward Jones (East Saint Louis, IL)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! This ... our clients desire. The Edward Jones Wealth Management Consultation High Net Worth team provides...to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties,… more
- Robert Half Finance & Accounting (Chicago, IL)
- …and other financial analyses + Review individual, trust, and partnership federal and state income tax returns for ultra- high - net - worth families + Review ... of the best places to work in 2024. This Tax and Accounting Manager will provide tax ...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An… more
- Robert Half Finance & Accounting (Chicago, IL)
- …other financial analyses + Prepare individual, trust, and partnership federal and state income tax returns for ultra- high - net - worth families + Prepare ... role is expected to be promoted quickly. The Senior Tax & Accounting Associate will provide tax ...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …cross-selling among service lines. * Use skills such as CCH ProSystem Fx, High - net - worth individual, Federal Income Tax Return, and Income Tax ... ProSystem Fx is required. * The candidate must have experience working with high - net - worth individuals. * Experience in Federal Income Tax Return is… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …Greater Wilmington Delaware area seeks a Tax Manager with expertise working with high - net - worth businesses or individuals. The Tax Manager will be ... responsible for answering and researching legal/trust related tax inquiries, ensuring compliance with tax laws,...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An… more