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Simon Quick Advisors is a wealth management and investment consulting firm that advises high net worth individuals and families. The Vice President of Tax Planning, Family Office is primarily responsible for analyzing tax landscapes for ultra-high-net-worth individuals through our proprietary review and visualization process aimed at identifying potential tax savings and/or financial planning opportunities.
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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.
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Job Duties:A Private Client Services (PCS) Tax Senior 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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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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High-net worth individuals, Government and Non-profit clients. We are a full-service certified public accounting and technology consulting services firm that combines professional services with unmatched experience and industry insight to our clients.
$90,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Schedule appointments and visit with high net worth individuals to understand their lifestyle, concerns and unique insurance needs, and provide consultative advice to tailor personal risk management solutions accordingly.
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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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CAPTRUST is seeking a Senior Tax Associate to 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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We offer taxation, auditing and consulting services to a wide ranging client base in SoCal and further out Our clients include startups, enterprises, high net worth individuals and entrepreneurs alike.
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The Private Client Services (PCS) practice provides exceptional personal compliance and business tax planning services to partnerships, heads of families, family businesses, private equity fund owners, as well as high net worth individuals.
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Minimum of 5 years' experience working at a public accounting firm in the tax department, preferably with specific experience working on business returns and high net worth clients with groups of returns.
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Candidates must be familiar tax consulting for high net worth clients and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to the clients' tax needs.
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Work closely with UBS's Global Wealth Management Americas origination team, consulting/specialist sales teams, and collaborate with structuring teams, distribution teams, derivatives traders, and internal control and operational functions to develop and originate UBS structured investment strategies for UBS Wealth Management's Ultra, High Net Worth and institutional clients.
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Experience in consulting with high-net worth corporate executives, trusts and/or small businesses preferred. Participate in high level client-interfacing activities targeted to build lasting client relationships.
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Design risk management insurance programs to protect the personal assets, exposures and lifestyles of high net worth individuals, families and family offices. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and entities within USI, strategic partners and centers of influence specifically focused on the high net worth and family office marketplace.
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high net worth consulting jobs
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