- Wilmington Savings Fund Society (Wilmington, DE)
- …Responsibilities:Generate new business development with various Centers of Influence, Executives, and high net worth individuals and families.Call on ... prospective clients, as well as medical, legal, tax and other professional service providers to develop new...and insurance as well as real estate, retirement and tax planning while representing WSFS and its' subsidiaries.Keep abreast… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …the client and Wealth Advisor or Investment Advisor.Serve as first point of contact for many high net worth clients, as well as build and maintain those ... businesses. The Client Services Associate is responsible for providing high level service delivery to trust and agency clients,...all asset information for accuracy (cost basis, acquisition date, tax lots, etc.). Provide bill pay and cash movement… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …of the client and Wealth Director or Investment Advisor.Serve as first point of contact for high net worth clients, as well as build and maintain those ... and our purpose. The Financial Associate will be responsible for for providing high level service delivery to Wealth Clients, Advisors and Vendors. The incumbent… more
- Fidelity TalentSource LLC (Greenwood Village, CO)
- …LLC is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. The range of investment solutions include ... techniques, and technology to scale our investment processes across both taxable and tax qualified portfolios with a mix of single and multi-asset class strategies,… more
- Fidelity TalentSource LLC (Fairfield, CT)
- …client contact strategy and encouraging annual reviewsSeeing opportunities for asset consolidation and/or High Net Worth product development, and other more ... for delivering thoughtful & trustworthy service to clients seeking a personalized high -touch relationshipYour subject matter expertise will be used to address unique… 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 (Jacksonville, 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
- 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
- Robert Half Finance & Accounting (Hunt Valley, MD)
- … career like no other. If you are a tax senior with experience working with ultra- high net worth clients or have a desire to upgrade your client base, ... or close to completing the exam + Master's degree preferred + Ultra- High Net Worth Individual tax experience + Complex Partnership Tax experience + … more
- Robert Half Finance & Accounting (Albany, NY)
- …team. Responsibilities include: provide preparation and review services for high net worth clients; tax return quality assessment services; consulting ... 5-7+ years of experience in the tax field; ideally working with high net worth clients. For more information or confidential consideration contact Jordon… more
- KPMG (Fort Worth, TX)
- …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 -...Support Services **Area of Interest:** **State:** TX **City:** Fort Worth **Description:** Known for being a great place to… more
- Wipfli LLP (South Portland, ME)
- …is the place for you. Responsibilities: + Responsible for managing and coordinating tax compliance and advisory work for clients + Review Individual, Trust, and ... Estate tax returns + Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services +… more
- Wipfli LLP (Loveland, CO)
- …is the place for you. Responsibilities: + Responsible for managing and coordinating tax compliance and advisory work for clients + Review Individual, Trust, and ... Estate tax returns + Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services +… more
- Robert Half Finance & Accounting (East Brunswick, NJ)
- …developing or implementing best practice. + Review partnership tax returns, S corporations and high net - worth individual tax returns with a focus on ... CPA firms in the country has a fully remote Tax Manager opportunity for a CPA with an expertise...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An… more
- Charles Schwab (Bellevue, WA)
- … Tax , Trust and Estate needs. **What you have** As a High Net Worth Trust & Estate/ Tax Specialist, you will: + Develop and handle strong relationships ... meet income generation, risk mitigation, and liquidity needs. The Tax , Trust and Estate specialist role is a part...JD, LLM, CPA, CTFA, AEP + Extensive experience advising high net worth clients +… more
- Robert Half Finance & Accounting (Latham, NY)
- …tax and financial planning to the firm's clients. Requirements Experience completing high net worth individual tax returns is required, and a CPA or ... wealth management firm with $500+ AUM is seeking a Tax Director/Manager to join their growing firm. In this...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An… more
