- KPMG (San Francisco, CA)
- …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
- 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 (Menlo Park, CA)
- …have. Requirements + 6+ years of experience with tax responsibilities, ideally with high - net - worth clienteles + Familiarity with complex tax forms ... Palo Alto is on the hunt for a seasoned Tax Manager to join their Family Office team. This...This unique role provides the opportunity to work with high -profile entrepreneurs and investors, managing the financial intricacies of… more
- KPMG (San Francisco, CA)
- …to the firm Qualifications: + Minimum two years of ultra- high net worth individual and/or trust and estate tax experience in an accounting firm and/or ... complex individual income, gift, trust and estate tax returns for ultra- high net - worth individuals and Family Offices + Manage a portfolio of clients… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …relationships, while collaborating with internal teams to manage High Net Worth (HNW) clients. Experience in tax or insurance planning is advantageous. . ... The role involves providing comprehensive financial planning services, managing High Net Worth and Ultra...objectives in areas such as Investment Management, Estate Planning, Tax Strategy, Risk Mitigation, and General Financial Planning. .… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …in advanced tax planning and comprehensive family office services for ultra- high - net - worth individuals and families with substantial investable assets. ... This role offers the chance to build expertise in high - net - worth services within an innovative,...to set you up for success. Responsibilities: + Oversee tax and compliance deliverables for the Family Office. +… more
- Robert Half Accountemps (San Ramon, CA)
- …opportunity. Contact Ade Henderson via LinkedIn for immediate consideration Responsibilities: * Handle tax compliance for high - net - worth individuals and ... * Utilize QuickBooks and Tax software for tax planning and compliance * Process and manage E1040...have substantial experience with QuickBooks. * Experience in handling High - net - worth individual accounts is a… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …multi-family office, provides advanced tax planning and comprehensive services for ultra- high - net - worth individuals and families. This role offers the ... initial on-site training period for success. Responsibilities: + Manage tax and compliance deliverables for the Family Office. +...+ Understanding of entity taxation and investment practices for high - net - worth clients. + Strong client… more
- Grant Thornton (San Francisco, CA)
- … tax technical areas to resolve issues + Experience in working with high - net - worth individuals, owners of closely held businesses, private companies and ... As the Partnership Tax Director, you'll lead the team's production of...we succeed. From day one, you'll be empowered by high quality tools and resources to thrive in your… more
- Moss Adams LLP (San Francisco, CA)
- … solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at Moss ... ** Tax Manager - Corporate Tax ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …individual tax returns; ideal candidates will have some experience working with ultra- high net worth clients and will have prepared investment ... out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An… more
- Moss Adams LLP (San Francisco, CA)
- … solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at Moss ... ** Tax Managing Director - Health Care** **Description** At...engagement team to the same standard. + Determine appropriate tax objectives, scope and methodology and actively participate in… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …Support the CFO and Directors on special projects as needed Requirements + 6+ years of tax experience with high - net - worth clients; + CPA and trust ... fastest consideration for this opportunity. We're seeking an experienced Tax Manager to join the Family Office team of...Alto. This is a unique opportunity to work with high -profile entrepreneurs and investors while managing the financial needs… more
- Moss Adams LLP (San Francisco, CA)
- … solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at Moss ... ** Tax Director - Health Care** **Description** At Moss...engagement team to the same standard. + Determine appropriate tax objectives, scope and methodology and actively participate in… more
- Comerica (San Francisco, CA)
- …The Senior Wealth Planning Strategist is responsible for supporting and enhancing high - net - worth prospect and client relationships through the development, ... Successful incumbents possess a strong background working with business owners and high - net - worth individuals and families; they have superb interpersonal… more
- HSBC (San Francisco, CA)
- …share. As a Senior Wealth Planner, you will work closely with high and ultra- high net worth individuals and families to advise on wealth and generational ... client and business acumen. Deep technical expertise in trust, tax and estate planning, business succession planning, pre-immigration and...a wealth management firm advising high and ultra- high net worth clients on… more
- Robert Half Finance & Accounting (Lafayette, CA)
- …top-tier private equity firm as a Family Office Accountant, where you'll support high - net - worth families with personalized financial management. This role is ... regulatory standards Requirements + 4+ years of experience with high - net - worth clients + Knowledge of...worth clients + Knowledge of private equity and tax rules + Bachelor's in Accounting, Finance, or Economics… more
- CIBC (San Francisco, CA)
- …Senior Client Service Associate executes the more complex transactions required to support high net worth client portfolios, including researching client ... (checks, ACH, wires, journal transfers) + Manage clients' quarterly tax payments and annual IRA contributions/RMDs + Supervise all...the ability to use these skills to communicate with high - net - worth clients and colleagues +… more
- Robert Half Finance & Accounting (Lafayette, CA)
- …Degree in Accounting, Finance, or a similar field. + Experienced in serving high - net - worth clients. + Understands flow-through entities. + Professional and ... accounting roles. Responsibilities: + Plan and manage the income tax returns for high -earning individuals in the...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 (San Francisco, CA)
- …that celebrates excellence, where your daily contributions shape the financial future for high - net - worth clients. With a HYBRID work schedule, comprehensive ... RIA or similar organization, with a proven track record of engaging directly with high - net - worth clients. + Certified Financial Planner (CFP) designation is… more