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5 years or more of experience serving as the lead wealth management advisor to high-net-worth families. Lead a team of Wealth Management professionals serving high-net-worth clients.
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CAPTRUST is seeking a Financial Advisor Relationship Manager with a passion for working as part of a team to solve complex financial challenges for Ultra-High Net Worth clients greater than $25 million net worth.
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If you are a seasoned trust professional with a passion for delivering exceptional service and expertise to high-net-worth clients, we invite you to apply for the position of Senior Trust Accountant with CTFA Certification.
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The Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, family businesses and similar entities.
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Our practice is diverse, and our clients include complex S corporations, partnerships, C corporations, trusts, estates, and high-net-worth individuals and family groups. CPA and/or JD required; MT/MST and/or LLM in tax preferred.
Full-timeExpandApply NowActive JobUpdated 3 days 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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Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
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Relevant credentials are preferred (i.e. Certified Public Accountant (CPA), Accredited in Business Valuation (ABV) Chartered Financial Analyst (CFA), Associate of the Society of Actuaries (ASA), Certified in Financial Forensics (CFF) Certified Fraud Examiner (CFE), Master Analyst in Financial Forensics (MAFF) Certified Valuation Analyst (CVA) Certified Insolvency & Restructuring Advisor (CIRA, etc.
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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. Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
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Due to continued growth, we're currently seeking self-motivated team players with 7+ years of recent public accounting tax experience to lead tax engagements for a diverse client roster of privately held companies, high net worth individuals and non-profit organizations.
$80,000 - $120,000 a yearFull-timeRemoteExpandUpdated 28 days ago - UpvoteDownvoteShare Job
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The Tax Director will provide tax compliance and tax consulting services for middle market businesses and high net worth individuals with a heavy concentration in Trusts and Estates.
$180,000 - $260,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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We focus on simplifying the complex financial lives of high-net-worth individuals and families with the goal of consistently delivering peace of mind to the clients we serve. One of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA), or JD.
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If you love music and have 3+ years of experience in a CPA firm, preparing multi-state business returns for high net worth clients, are degreed and are looking for growth, this role is for you.
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Join our dynamic finance team as a CPA - Tax Professional and take on the exciting challenge of providing strategic tax advice to high-net worth individuals, trusts, and entities.
$100,000 - $300,000 a yearFull-timeExpandUpdated 27 days ago - UpvoteDownvoteShare Job
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Must have or be in the process of achieving one of the following internal audit and/or Information Technology auditing certifications: CPA, CIA, CFE, CISA or CRISC. Must exhibit a high degree of professionalism and maintain the highest level of confidentiality.
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