- 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
- Deloitte (Miami, FL)
- …What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high -level reviews of tax research of individual, ... vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI & DNI are but… more
- Bank of America (Miami, FL)
- …of 10-15 years of investment decision making and financial consulting experience working with high net worth clients and ultra - high net worth clients. + ... Portfolio Manager III Miami, Florida **Job Description:** At Bank...a difference. Join us! **Job Summary:** Works with complex High Net Worth Investors to create customized investment strategies.… 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