- GHJ (San Jose, CA)
- …success), Reinforcing and expanding cultural distinction (people success).Summary of Role: Tax Managing Director will be responsible for leading client engagements ... their business and personal taxes.Advanced technical skills in a variety of tax areas, along with well-developed and demonstrated management and supervisory skills… more
- CBIZ (Boston, MA)
- … Managing Director (Partner) who will have the opportunity to co-lead our fast-growing High Net Worth /Private Client Service Practice for the New England ... review and attest services, while CBIZ provides business consulting, tax and financial services. We are currently seeking an...laws and regulations. Demonstrated success providing consultative service to high net worth individuals and… more
- The Whittier Trust Company (Pasadena, CA)
- …is responsible for the preparation and review of ultra- high net worth client fiduciary, individual, pass-through income tax , and gift tax returns. ... clients on a variety of tax advisory matters involving ultra- high net worth individuals, trusts, estates, gifting, and partnerships.Actively engage in… more
- EisnerAmper LLP (Melville, NY)
- …and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, ... Equity, & Inclusion (DE&I) efforts.What Work You Will be Responsible For:Perform high level compliance review and tax return signoff.Handle client consultations… more
- EisnerAmper (Melville, NY)
- …and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, ... efforts. What Work You Will be Responsible For: Perform high level compliance review and tax return...For: Perform high level compliance review and tax return signoff. Handle client consultations on planning opportunities… more
- EisnerAmper LLP (San Francisco, CA)
- …and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, ... the autonomy to reach your goals.We are seeking a Tax Director to join the Private Client Services (PCS)...(DE&I) efforts.What Work You Will be Responsible For:Review of tax projections, tax workpapers and tax… more
- Citizens (New Haven, CT)
- …The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners(R), ... Manager, you will engage directly with our affluent and high - net - worth clients to exceed their...help clients save and grow their assets in a tax -efficient way, manage debt effectively, secure their income to… more
- Denovo Review (Chicago, IL)
- …of business required. Significant experience advising high - net - worth individuals, families, and entrepreneurial businesses on tax -efficient ownership ... Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group. This attorney will...will have significant experience advising closely held businesses and high - net - worth individuals and families in… more
- EisnerAmper LLP (Los Angeles, CA)
- …and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, ... aspect of aM&A/lending transaction, from pre-LOI stage through closing, including accounting, tax , IT, and benefits due diligence and transaction structuring. We are… more
- EisnerAmper (San Francisco, CA)
- …and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, ... PE Portfolio Company Services, along with our commercial practice through advisory, tax , and assurance opportunities. The ideal candidate will work hand-in-hand with… more
- Hoag Memorial Hospital Presbyterian (Newport Beach, CA)
- …enhance donor contributions; designing and executing innovative approaches to engage high - net - worth individuals, foundations, and corporations; strengthening ... The SVP will design and implement strategies to identify, cultivate, and solicit high -value prospects and their advisors, including those requiring complex tax … more
- ABFE (Los Angeles, CA)
- …give and/or get a set amount of resources annually), foundations, corporate philanthropy, high net worth individuals, and celebrities* Research, identify, ... Color Farm Impact.Color Farm Impact is a 501(c)(3) non-profit organization (Federal Tax ID #93-3401211). Funding comes from individual donors, foundations, and other… more
- EisnerAmper LLP (Melville, NY)
- …and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, ... business growth, maintaining client relationships, and ensuring the delivery of high -quality audit servicesLead and manage multiple external audit engagements from… more
- Wipfli LLP (South Portland, ME)
- …state in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting ... for you. Responsibilities: + Responsible for managing and coordinating tax compliance and advisory work for clients + Review...work for clients + Review Federal and Multi-State Partnership tax returns + Lead client relationships on day to… more
- Wipfli LLP (South Portland, ME)
- …are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting and/or ... the place for you. Responsibilities: + Lead and manage tax compliance engagements in accordance with firm and professional...within budget and deadline expectations + Plan and schedule tax engagements with clients and firm resources + Serve… 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 (Parsippany, NJ)
- Description Highly successful and established wealth management firm seeks an experienced high net worth tax accountant/preparer to join their ... Requirements Highly successful and established wealth management firm seeks an experienced high net worth tax accountant/preparer to join their… more
- Robert Half Finance & Accounting (Rockville, MD)
- …a tremendous opportunity for a tax professional in the private weatlh management sector or high net worth tax group of a public accounting firm. It's ... Requirements + Bachelors degree in Accounting, Finance or similar area of study + High - Net - Worth individual tax experience + CPA or EA certification +… more
- Robert Half Finance & Accounting (Fresno, CA)
- …consulting and compliance services in a public accounting setting. The role involves dealing with high net - worth individual tax returns and business ... services in a public accounting environment * Handle business tax returns and high net - worth individual tax returns * Utilize tax software and… more
