- Robert Half Finance & Accounting (San Jose, CA)
- Description Jennifer Fukumae is partnering with an established Wealth Management and Tax Advisory firm in San Jose to identify a Tax Accountant / ... serves an impressive client base and is expanding its tax advisory practice. Tax Accountant ...the practice, working closely with the wealth management team to provide high-level tax advisory… more
- Chick-fil-A (Atlanta, GA)
- …that often requires an understanding of complex family structures, trusts, and wealth management . A successful candidate must be comfortable giving advice ... tax laws that may impact the family office's tax strategy. Advise senior management on new... + 4+ years of experience + Certified Public Accountant Preferred Qualifications + Master's Degree + Experience in… more
- Matter Family Office (Denver, CO)
- …helping families thrive for generations through three distinct service offerings: Investment Management , Wealth Planning and Coordination, and Family Culture and ... cash flow analysis, financial reporting, and the facilitation of tax preparation. The Staff Accountant position is...bill payment, loan and investment mechanics, and cash flow management . + Basic knowledge of payroll for household employees,… more
- Robert Half Finance & Accounting (Sonoma, CA)
- …or a related field. * Minimum of 5 years of experience in property accounting, wealth management , or a similar role. * Proficiency in QuickBooks and Yardi ... forecasting. * Coordinate tax -related documentation and collaborate with external tax specialists. * Manage property management accounting tasks, ensuring… more
- Regions Bank (Houston, TX)
- …the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal ... complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors and coaches junior trust advisors… more
- Regions Bank (Little Rock, AR)
- …the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal ... complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Acts independently using judgment while… more
- Robert Half Finance & Accounting (Parsippany, NJ)
- …established wealth management firm seeks an experienced high net worth tax accountant /preparer to join their organization. In this role, you will have ... in Tax . Requirements Highly successful and established wealth management firm seeks an experienced high...management firm seeks an experienced high net worth tax accountant /preparer to join their organization. In… more
- Robert Half Finance & Accounting (Wilmington, DE)
- Description We are seeking a highly skilled and experienced Trust Tax Accountant for our growing client. This role will consist of ensuring accurate and timely ... prospect client pipeline . Build strong relationships with outside wealth advisors Requirements The ideal Trust Tax ...are not limited to: . 5+ years of trust tax experience . 2+ years of management /supervisory… more
- GRF CPAs & Advisors (Bethesda, MD)
- …accurate and efficient product. 4. Participates actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning, ... public accounting demonstrating a progression in estate and gift tax return complexity, scope, and research and management...Knowledge, or Skills: A current and valid certified public accountant 's license is required. Must be a member in… more
- University of Pennsylvania (Philadelphia, PA)
- …to identify and address tax implications. + Negotiating agreements related to tax controversies or audits. + Risk Management : + Identifying and assessing ... professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and...LL.M. in Taxation or prior/current licensure as Certified Public Accountant . + Admission to US Tax Court… more
- Commerce Bank (St. Louis, MO)
- …a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment ... Advisor "PCA" is accountable for the delivery of comprehensive advice and customized wealth management solutions for a portfolio of relationships comprised of… more
- Truist (Raleigh, NC)
- …Experience in auditing and issue validations reviews (examples of key areas include wealth management , enterprise risk management , credit and information ... professional certification such as Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Certification in Risk Management Assurance (CRMA) and… more
- Sonos (Boston, MA)
- …AI-driven process improvement. This is a unique opportunity for an experienced accountant who's excited to combine their technical accounting expertise with a ... and annual close activities including journal entries, reconciliations, and management reporting for assigned areas. + Partner with FP&A,... reporting for assigned areas. + Partner with FP&A, Tax , Treasury, and GBS teams to ensure accurate and… more