- KPMG (Fort Lauderdale, FL)
- …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... professionals Qualifications: + Minimum five years of recent ultra- high net - worth tax … more
- KPMG (Fort Lauderdale, FL)
- …tax experience preferred; federal and state partnership experience preferred; high net worth individual tax experience preferred + Bachelor's degree ... **Business Title:** Manager, Tax Research and Planning **Requisition Number:** 115098 -...to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most… more
- KPMG (Fort Lauderdale, FL)
- …business, finance, or accounting + Strong technical skills in the following areas: High Net - Worth Individuals, Partnership and Multi-State Taxation Theory + ... prepared by staff members for accuracy and conformity with tax law and documentation standards + Manage high... tax law and documentation standards + Manage high volume client load with minimum supervision in addition… more
- Cherry Bekaert (Fort Lauderdale, FL)
- …heads of families, family businesses, private equity fund owners, as well as high net worth individuals. Our expertise includes providing services ... in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success… more
- Truist (Fort Lauderdale, FL)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... a broad range of wealth products and services to high net worth individuals. Following...dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates.… more
- JPMorgan Chase (Boca Raton, FL)
- …working with individuals and families ranging from affluent to high - and ultra- high net worth . The successful individual should approach clients with ... investing, financial advisory at a broker-dealer, RIA and/or a private bank, affluent/ high - net - worth solutions, and retirement strategies + Bachelor's degree… more
- Comerica (Fort Lauderdale, FL)
- …and managing book of business transition planning business consisting of complex and high net worth business-owning clients. * Prepare financial models ... business transition planning analysis and strategies, often involving complex financial, tax and estate planning issues. Position Competencies: Support and expand… more
- Truist (Boca Raton, FL)
- …banking; minimum of 5 or more years managing a portfolio of affluent and/or high net worth clients delivering banking, investments, financial planning, ... within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships. 8. Serve as a champion for… more