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Their mission is to be the premier accounting and advisory firm passionately delivering expert solutions to privately held businesses, investment funds and high net worth families.
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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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The opportunity is with a multi-disciplinary accounting, tax, and advisory firm that serves the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals.
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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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A minimum of 10-15 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients.
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NDH Advisors LLC is a Chicago-headquartered public accounting firm offering best-in-class tax, accounting and personal finance services to dynamic businesses, high net-worth individuals and family offices throughout the United States.
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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-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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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Build and serving our partnerships and high net-worth individuals with estate, gift and trust tax planning and compliance needs. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management.
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We currently have a fabulous opportunity to join our Private Client Tax practice as a Tax Principal - High Net Worth in one of our New England area offices! CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
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Accounting Manager- RemoteOur client is a multi-generational family office service organization that provides investment advice, accounting/tax services, businessoperations consulting and philanthropic/ strategic planning services to high-net-worth families.
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Janney’s High Net Worth Consulting Department is in the Private Client Group Division. Their primary responsibilities will be tracking and coordinating the needs of all high-net-worth client engagements and partnering with Janney stakeholders to ensure a seamless client experience.
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A Tax Managing Director, Private Client Services (PCS) 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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Review and prepare tax returns for Mid-Sized Private Companies in multiple industries, Investment Entities, High Net-Worth Individuals, Fiduciary Entities, and Non-Profits. 100% CPA Firm Recruiting + M&A Consulting.
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Significant experience providing gift and estate planning strategies to high-net-worth clients. Perform extensive tax compliance, research, consulting, and planning for individual, fiduciary, not-for-profit (private foundation), gift, and estate tax.
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