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Are you interested in expanding your career and working with our high-net-worth Canadian clients? We offer a compensation structure that aligns with our clients' best interest and our commitment to being a fiduciary firm.
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Rely on our UK sales team to gradually build your roster of high-net-worth UK clients within the first year. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions.
$75,000 - $130,000 a yearExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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As a Tax Senior Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service:Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax complianceLead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation.
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The Relationship Manager will primarily manage Private Banking relationships for high-net-worth individuals and have overall responsibility for the development of new relationships which involve the sale and servicing of credit, deposit and wealth management services.
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Experience managing a high net worth book of business. Has the knowledge and ability to manage investment portfolios within a fiduciary framework. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations.
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The Tax Director / Senior Manager will be responsible for providing professional services to High Net Worth clients of the firm, including Executives for other firms. 10+ years of experience working within the High Net Worth Tax area.
$150,000 - $175,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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We seek to understand the goals of ultra-high net worth families with our customized and integrated cross-Line of Business services, technology and insights. Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift / estate taxation.
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High Net Worth Individuals. Reviewing individual, fiduciary, gift and business tax returns prepared by staff and/or seniors for accuracy. Experience working with SurePrep SPBinder, BNA Income Tax Planner, GoSystems and TaxCaddy.
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Rely on our sales team to gradually build your roster of high-net-worth clients within the first year. Series 65 (we will help you obtain upon starting) Rely on our sales team to gradually build your roster of high-net-worth clients within the first year.
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Financial planning for high-net-worth individuals (estates, gifting, & IRA) Review complex and multi-state corporate, partnership, fiduciary and individual income tax returns.
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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. -Conduct reviews of complex federal, state, and local tax returns for S-Corp., partnership, C-Corp., individual, and fiduciary clients.
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2+ years of experience working in public accounting with an emphasis on private client taxation including working with ultra-high net worth individuals preferred. Proficient in individual, fiduciary, private foundation and investment partnership taxation, with an understanding of complex investments and the related tax implications and/or estate, gift and generation skipping transfer taxation.
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The Financial Advisor will be a team player and methodical business leader, working closely as a trusted advisor to serve the sophisticated needs of high-net worth individuals and families.
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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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Overseeing the timely and accurate preparation and filing of individual, fiduciary and gift tax returns for high-net-worth individuals and their affiliated entities. Providing analyses of financial, gift, estate, and income tax issues of ultra-high net worth individuals and families.
$430,000 - $520,000 a yearExpandApply NowActive JobUpdated 2 days ago
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