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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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Job Duties:A Private Client Services (PCS) Experienced Senior Associate 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.
$92,500 - $122,500Full-timeExpandUpdated 2 days ago - UpvoteDownvoteShare Job
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Job Duties:A Private Client Services (PCS) Manager 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.
$102,300 - $150,000Full-timeExpandUpdated 2 days ago - UpvoteDownvoteShare Job
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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. Demonstrates intimate-level knowledge of automation & digitization in a professional services environment including but not limited to:Interpreting and applying the relevant aspects of the following US Tax Code sections, and associated regulations, as it relates to partnership structures especially performing specialized tax consulting and consultations.
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Job Description:A Private Client Services (PCS) Experienced Tax Manager 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.
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The Senior Wealth Strategist serves as the lead planner for high net worth and ultra high net worth clients of the firm. Success FactorsResponsibilitiesDeveloping, consulting on, and implementing the tax, estate, and legacy plans for clients, including those of the greatest complexityEvaluating a client's assets and existing planning vehicles and developing ideas and alternatives (i.e. creation of trusts, asset protection strategies, etc.
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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.
$85,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
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Your day-to-day may include: Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients – all with the resources, environment, and support to help you excel.
$25Full-timeExpandUpdated 2 days ago - UpvoteDownvoteShare Job
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The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.
$102,300 - $150,000Full-timeExpandUpdated 2 days ago - UpvoteDownvoteShare Job
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The ideal candidate will have a bachelor's in accounting, law, or enough course work to be able to sit for a CPA or Bar Exam, a CPA or JD preferred, and 2+ years' experience providing federal tax compliance and consulting services in a public accounting firm preferred.
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Primarily our GMS Team focuses on the compliance and consulting needs of Global Companies with Mobility Programs as well as High-Net-Worth Individuals who are either U.S. Expats working outside of the U.S., or Foreign Nationals working in the U.S. In this position - you will work closely with our clients to prepare tax returns, tax equalizations, hypothetical tax, and gross-up computations in our Global Mobility world.
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Innovating through new and existing technologies, along with experimenting with digitization solutions;Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; and,Utilizing digitization tools to reduce hours and optimize engagements.
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CPA designation or law degree is requiredClients - High Net Worth and / or Construction Interact closely with clients and firm team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and effective manner.
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The Tax Leader is a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies and charitable entities managed by ultra-high net worth clients.
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high net worth consulting jobs
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