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Communicate and team with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas.
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Experience servicing high-net-worth clients. We place a premium on high performance, quality service and the ability to contribute to the Schwab Wealth Advisory Investment strategy.
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Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.
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What you have Required Qualifications Active and valid FINRA Series 7 Active and valid FINRA Series 66 (may be obtained with a 120-day COE) 1-3 years of experience in the financial services industry Preferred Qualifications Experience servicing high net worth clients Bachelor’s Degree What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success.
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Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
$250,980 - $450,000 a yearFull-timeExpandUpdated 11 days ago - UpvoteDownvoteShare Job
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Schwab’s Wealth Advisory team embodies our firm’s commitment to client -centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing.
$58,200 - $119,000 a yearExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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As a High Net Worth Tax Manager based out of our Washington, D.C. office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of Strength SM in today’s modern business landscape.
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Gains knowledge and experience teaming with Wescott’s expert advisors navigating complex financial planning matters with high-net-worth individuals and institutions. Wescott Financial Advisory Group LLC, a Philadelphia based RIA firm is excited to welcome an Associate Financial Advisor to our team.
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From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry.
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Job DetailsLead and coordinate the preparation of complex tax returns for high-net-worth individuals, partnerships, S corporations, C corporations, and fiduciaries. A bit about us:The Tax Manager will be responsible for managing and coordinating tax compliance and advisory work for clients.
$100,000 a yearExpandUpdated 11 days ago - UpvoteDownvoteShare Job
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Our client is a multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals.
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Our client is a distinguished global investment firm specializing in customized investment management and advisory services for Ultra-High Net Worth clients. As a Client Service Associate, you will play a pivotal role in collaborating with the Centralized Investment Operations team and Wealth Advisors.
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Industry/SectorNot ApplicableSpecialismManagement LevelSenior AssociateJob Description & SummaryA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.
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Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools.
Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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A bit about us:We provide a range of tax, accounting and advisory services to closely held businesses and high net-worth individuals. With a fantastic team of people that offer high-quality service with a relationship-first approach, we help clients successfully navigate a complex business world.
$120,000 a yearExpandUpdated 11 days ago
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