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Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.
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The High Net Worth (HNW) Tax Practice focuses on tax business planning, advisory & compliance services for ultra-wealthy families as well as multi-general wealth planning. With a forward thinking approach, Friedman has expanded on core audit and tax services with diverse advisory consulting services including: China Consulting; Forensic, Litigation Support & Valuation Services, Governance, Risk & Compliance, Cybersecurity Consulting and Digital Currency.
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Our clients include some of the most successful and well-known businesses in the region, including private and public companies in more than a dozen industries; venture capital & private equity firms and their portfolio companies; not-for-profit & education organizations; and high net-worth individuals and family groups.
$85,000 - $130,000ExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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BST & Co. CPAs, LLP is a multi-disciplinary accounting and business advisory firm headquartered in Albany serving the needs of closely held companies, family-owned businesses, not-for-profit and governmental entities, and high-net worth individuals.
$45,050 - $60,950 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Prepare and review complex federal and state income, gift and foundation tax returns for high-net worth individuals (with multiple K-1s, from MLPs and alternative investments), as well as Trusts, LLCs, and S corporations.
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The Personal Lines Account Manager purpose is to support and communicate with the Account Executives/Producers on a daily basis along with delivering excellent customer service to a wide range of high net worth clients.
$70,000 - $75,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
$85,000 - $130,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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A Private Client Services (PCS) Tax Managing Director is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
$115,000 - $325,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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CAPTRUST is seeking a Tax Manager who will work with team members to provide high net worth families, individuals, and their related entities with tax compliance and consulting, and wealth management services.
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Experience preparing and/or reviewing federal tax returns for high-net-worth individuals, trusts, estates, and closely-held businesses, private equity backed clients, large businesses, partnerships and provisions.
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Providing tax planning and consulting to our firm’s high net worth client for estate and individual income taxes. Researching and consulting on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues.
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Ideal candidate will have a minimum of 3 years in High Net Worth or personal insurance sales or service. Schedule appointments and visit with high net worth individuals to understand the lifestyle, concerns and unique insurance needs of high net worth individuals, with the ability to provide consultative advice to tailor personal risk management solutions accordingly.
$67,500 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Our depth of resources and services are uniquely suited to support the growth and success of our private and public company, not-for-profit, and high-net-worth individuals and family group clients.
$80,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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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.
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Prepare and Review complex Individual and Business tax returns and projections for local and nationwide high net worth clients. Ideal Candidate Profile - "Our Casting Call!" Prepare and Review complex Individual and Business tax returns and projections for local and nationwide high net worth clients.
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