- KPMG (Fort Lauderdale, FL)
- …tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra - high net worth individual, trust and ... **Business Title:** Manager , Business Tax Services - Private... tax , gift, estate, and trust returns for ultra - high net-worth individuals and Family Offices +… more
- JPMorgan Chase (Boca Raton, FL)
- …and must be comfortable working with individuals and families ranging from affluent to high - and ultra - high net worth. The successful individual should ... management, asset allocation, diversification, basic trusts & estates, basic individual tax rules (both transfer and income taxes), insurance, long-term care,… more