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Join our team and help us provide exceptional tax services to our high net worth clients. 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.
$130,000 - $180,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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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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They provide a wide range of assurance, tax and advisory services, including accounting and auditing; tax planning and compliance; tax credits and incentives; management and succession advisory; growth, transition and exit strategies consulting; transaction advisory; client accounting advisory services; cybersecurity and digital risk solutions; and litigation support, forensic accounting and valuation services.
$150,000 - $200,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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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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Advise high net worth and ultra-high net worth families on strategic asset management, estate, tax and financial planning, insurance, retirement planning, cash flow analysis and philanthropic advisory.
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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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High Net Worth Tax Manager Opportunity with Top 200 Firm in the US + Profit Sharing. We are in a period of growth and looking to add a strong High Net Worth Tax Manager to our growing team.
$90,000 a yearRemoteExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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The Principal Wealth Manager is a high-impact role, you will operate in a dynamic environment as an active wealth manager with clients where you will be responsible for developing and managing high-net-worth client relationships and portfolios, as well as cultivating sources of qualified high-net-worth prospective clients.
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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.
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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.
$120,000 - $200,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Tax Services teams deliver quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Tax Senior Manager.
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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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A smaller CPA firm (25-50 employees) in Silicon Valley, CA, that provides bookkeeping, tax, audit, and business consulting services to businesses and individuals in the San Francisco Bay Area. We serve the following industries Real Estate, Non-profit Organizations, Restaurant Services, Professional Services, Family Businesses, Start-up Entities, Private Foundations, Private Schools, Fiduciary Support, High Net Worth Individuals, and HOA.
$100,000 - $200,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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This talented team addresses pressing issues for our global clients and assists with advising on U.S.-based and local country matters including; international tax compliance, planning and structuring, cross-border transactions, transfer pricing and supply chain planning, international high net worth and global mobility.
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