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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.
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About Rockefeller Capital Management 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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The preparation and review of corporate, partnership, and individual tax returns with a strong focus on individual tax for founders and high net worth individuals. Founder’s CPA was founded in 2017 and is now an industry-leading accounting firm located in Chicago that focuses on outsourced accounting, tax, and CFO services for venture-backed startups.
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Responsibilities: Lead and manage a complex caseload involving trusts, estates, and tax planning for high-net-worth individuals in the media and entertainment industry. 6+ years of experience in Trusts & Estates law, with a focus on complex planning for high-net-worth individuals.
$185,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Firm Type: Law Firm, Experience: 5 Years, Job Overview: A law firm is seeking a skilled Private Wealth Services Associate Attorney with extensive experience in estate planning for high-net-worth individuals and families.
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We are an independent, wealth management firm providing holistic wealth & financial planning and portfolio management services to high-net-worth individuals. Ideally, we are looking for a candidate with some experience in investment research or analysis in a variety of asset classes, with additional experience in managing all aspects of personal wealth (tax planning, estate planning, etc.
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The Trust Advisor IV in our Advisor Solutions group, is responsible for serving as relationship manager for Ultra High Net Worth (UHNW) relationships by providing insight to specific trust documents, overseeing overall estate planning, and working directly with our Financial Advisor partners.
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Prior experience as a KYC Analyst, particularly in handling high-risk and high-net-worth clients. Your primary duties will involve reviewing and validating KYC documentation, ensuring thorough customer due diligence (CDD) and enhanced due diligence (EDD) for high-risk and high-net-worth clients.
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Pyxis Group, LLC, is seeking a qualified candidate to join our rapidly growing international forensic accounting and insurance claim consulting firm. We are seeking a Forensic Accountant in the Business Interruption field to join our team.
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Charles Schwab Bank and Charles Schwab Premier Bank have created a department of best-in-class talent that will service the lending needs of Ultra High Net Worth (UHNW) clients through our branch network or who have a Registered Investment Advisor (RIA) on the Advisor Services platform.
$100,000 - $115,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Edward Jones Wealth Management Consultation High Net Worth team provides an end-to-end, high-net-worth (HNW) client experience (Clients with $10 million or more) by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support.
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Who We Are:Bernstein Private Wealth Management (“Bernstein”), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high-net-worth families, endowments and foundations, and institutions to help them reach specific financial objectives.
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The Tax Senior will be responsible for the preparation of a wide range of Federal and State income tax returns focusing on trusts, estates, high net worth individuals, and other complex tax returns.
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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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senior accountant cpa firm tax high net worth jobs Title: accountant Company: Strategic Employment
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