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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 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.
$120,000 - $200,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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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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Licensing & Education: Undergraduate degree - Required Certified Financial Planning "CFP" designation or equivalent MBA, JD, LLM, CPA (Preferred) Experience: 10 Years financial planning experience (Income Tax, Retirement & Estate Planning) ideally working with High Net-Worth and Ultra High-Net Worth clients 5 Years leading a department and achieving measurable results in terms of growth, efficiency, etc.
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Minimum of 3-5 years of experience in fraud operations, audit, or controls assurance within a reputable financial services environment, with a significant focus on electronic funds transfer regulations, particularly Reg E. High proficiency in Microsoft Excel, including pivot tables, lookup functions, complex formulas, index search, and conditional formatting.
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Qualifications:JD required; LLM or CPA a plusMinimum 4 years of experience as a practicing trusts and estates lawyer working directly with a high-net worth client base (>$20 million)Strong understanding of sophisticated estate planning techniques appropriate for high-net worth clientsExperience preparing materials to illustrate client estate plans using programs like Numbercruncher, Excel, PowerPoint, and eMoney.
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As an Divisional Business Manager responsible for the supervision of sales practices activities for the Advisor teams they cover, the opportunity will provide candidates with a culture of service & integrity; design & execution excellence; teamwork and collaboration within a fast-paced growing ultra-high net worth dually registered Broker-Dealer & Investment Advisor.
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3-5 years of trust administration or planning experience with a focus on exemplary customer service 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.
$75,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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Assets Division, especially Complex High Net Worth Assets, including Cryptocurrency and Digital Asset Management. Extensive experience in high-net-worth divorce.
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Retail Investors: Registered Investment Advisors (RIA), Broker-Dealers (BD), and High-Net-Worth (HNW) individuals. Command Retail Markets: Build and nurture strong bonds with Retail Investors, including Registered Investment Advisors (RIA), Broker-Dealers (BD), and High-Net-Worth (HNW) individuals.
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Assists clients with understanding compliance with policies, government regulations, and implementation of IT risk management plans. EisnerAmper is seeking a Senior Manager to lead IT risk advisory related engagements such as conducting risk assessments, examining technology systems, analyzing the effectiveness of IT controls, and developing recommendations for improving security design.
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Ensures that the scope of work is completed to the satisfaction of the client and key stakeholders, while simultaneously ensuring that quality, financial, risk management, business and policy expectations are met.
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The Wealth Strategist position is embedded in the PCG, Private Client Group, to increase PCG holistic planning focused on financial planning as part of the core client experience and wealth transfer and business planning for clients by working with the Financial Advisors (FAs) to leverage their time, talents, and resources in gathering and maintaining assets of high-net-worth clients.
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Must have Ultra High Net Worth client experience. Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP strongly preferred. Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities.
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Manage your business remotely from home to cover a local territory within driving distance, to present our client's wealth management solutions to high-net-worth prospects-you will be provided an expense account by our client, with all home office and travel expenses covered, which includes a computer, phone, scanner, printer, and any other essential expenses needed.
$100,000 - $350,000 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago
management high net worth tax manager jobs Company: Jcw
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