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Position The Trust Officer specializes in the management and administration of trusts for high and ultra-high net worth individuals and families for assigned relationships.
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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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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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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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Fast growing regional public accounting firm is seeking a Senior Tax Manager / Tax Partner to grow the High Net Worth Individual Tax Practice. Well-versed in high net worth individual, trust, estate, gift and foundation tax.
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About our Private Client Services (PCS) Team: The EisnerAmper 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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The EisnerAmper 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.
$120,000 - $200,000 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Are you an attorney with enough High-Net-Worth ("HNW") Estate Planning and Asset Protection experience that you have the CONFIDENCE to interact with savvy clients daily helping them design and execute strategies to help them to legally elude the tax man and build a more secure future.
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EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. Experience using GoSystems or CCH Axcess tax software. 8 + years of tax compliance , specialization in individual, fiduciary, estate and gift taxation.
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Experience with trust administration for high net worth or ultra-high net worth individuals preferred. Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions.
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Tax Senior Manager - Private Client Services. Senior Tax Manager - Private Client Services. Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions.
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The Senior Wealth Advisor will manage High Net Worth and Ultra High Net Worth client relationships, work with the other areas at Wiss including Estate Planning, Tax, Transaction Advisory to develop highly customized sophisticated plans for clients.
Full-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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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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We offer clients a culture infused with rich, broad experience in areas such as: bankruptcy and insolvency, forensic accounting/computing, litigation support, tax compliance, high net worth personal financial management, political campaign finance reporting and commercial business advisory.
Full-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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8+ years of trust administration or planning experience with a focus on exemplary customer service for high net-worth clients ($1MM+ level clientele). · Experience with ultra-high net worth multi-generational $50MM+ families with complicated assets and sophisticated trust structures strongly preferred.
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