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Tax Manager - Multiple Roles Ranging from K - K Seize Your Next Career Opportunity Post - Tax Season
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Masterfully navigatebusiness and high-net-worth individual returnsacross multiple states and partnerships. Escape the Season, Embrace Your Versatility: Tax Manager Opportunity with Paradigm's Partner FirmFeeling burnt out after another grueling tax season.
$120,000 - $165,000Full-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Are you interested in expanding your career and working with our high-net-worth Canadian clients? Are you interested in expanding your career and working with our high-net-worth Canadian clients.
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Minimum 6 years of public accounting experience in federal and state tax compliance, preparing income tax returns and other forms for various entities and high‐net‐worth individuals.
$75,000 - $90,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business. Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially.
Full-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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You will work directly with our high-net-worth clients to gather estate and trust documentation and other relevant estate planning information. If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments Financial Planning Team.
$100,000 - $130,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. Innovating through new and existing technologies, along with experimenting with digitization solutions; Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; and, Utilizing digitization tools to reduce hours and optimize engagements.
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What you have Required Qualifications Active and valid FINRA Series 7 Active and valid FINRA Series 66 (may be obtained with a 120-day COE) 1-3 years of experience in the financial services industry Preferred Qualifications Experience servicing high net worth clients Bachelor’s Degree What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success.
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You will report to the Estate Planning Team Leader. 5+ years of experience working in the trust/estate planning field. You will use your expertise in, and share your knowledge of estate planning for clients and internal partners.
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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.
$250,980 - $450,000 a yearFull-timeExpandUpdated 9 days ago - UpvoteDownvoteShare Job
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This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships.
$58,200 - $119,000 a yearExpandUpdated 9 days ago - UpvoteDownvoteShare Job
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They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
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As a High Net Worth Tax Manager based out of our Washington, D.C. office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Review ing individual, trust, partnership and corporate tax returns prepares by tax staff and/or seniors for accuracy.
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Gains knowledge and experience teaming with Wescott’s expert advisors navigating complex financial planning matters with high-net-worth individuals and institutions. Proficient with MS Office suite and our financial planning technology stack, including eMoney and Salesforce, a plus.
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INSURANCE ONLY - Experienced Full High Net Worth Personal Lines Account Executive opening for a Suffolk County Long Island, NY agency. INSURANCE ONLY - Experienced Full High Net Worth Personal Lines Account Executive opening for a Suffolk County Long Island, NY agency.
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Our firm is a $450M+ Registered Investment Advisor in beautiful downtown San Diego, specializing in ultra-high net-worth individuals and families. We are a lower volume, high quality firm so you need to be the person that doesn’t drop balls or let things slip through the cracks.
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