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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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We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients. Transactional analysis and tax structuring related to the acquisition, restructuring, and disposition of real estate assets in fund and REIT structures.
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Proudly providing superior Tax, Assurance, and Advisory services to our clients for over years, Cherry Bekaert's South Florida practice provides services to high-net-worth individuals and business clients of various sizes and structures in a wide variety of industries.
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You will be an integral part of our award-winning team, who conduct customer due diligence on new and existing customers, including high net worth individuals, corporate entities, and charities as well as investigation into unusual and high value transactions.
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This open position offers the opportunity to join a high-performing, high-growth team while working with complex clients in the Real Estate industry. CPA or IRS Enrolled Agent Certification required.
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Fundraising or investor relations experience with registered investment advisors, high net worth individuals, family offices, and/or institutions. Five (5) or more years of related real estate, private equity, or financial services experience.
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The Firm serves both privately held and publicly traded companies, as well as high net worth individuals, private equity funds and hedge funds, with a focus on middle-market companies and closely held family businesses.
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You will be preparing and reviewing complex individual tax returns to income tax planning and advising of high net worth individuals and families, allowing you to develop into a trusted advisor role to client.
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3-5 years of experience in tax analysis/ tax preparation, with a focus on high-net-worth individuals, complex tax planning, and strategic financial management. Prepare and review complex tax returns for high-net-worth individuals and corporate entities.
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By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
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AIG’s underwriters help to find insurance solutions for risks from a range of areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients and High Net Worth individuals.
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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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AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals.
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Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy.
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Extensive knowledge and analytical skills in charitable gifting, philanthropy, wealth transfer solutions, insurance and business planning, premarital arrangements, and other wealth management services for high/ultra-high net worth individuals.
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high net worth financial jobs
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