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9 years or more of related experience in public accounting, law firm, or trust department. The Private Client Tax Director serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
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With more than 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe, FORVIS offers assurance, tax, advisory, and wealth management services. As an intern at FORVIS, you will gain valuable experience that may help you decide whether you want to start your career in audit or tax, or even whether public accounting is right for you.
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Clients include public and private pension plans, sovereign wealth funds, Taft-Hartley pension plans, endowments, foundations, and private investors. Founded in 1965, the firm provides real estate investment management services to institutional investors and high-net-worth individuals.
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Requirements: 2-3+ years in Public Accounting OR Wealth Management in a tax role, Must have either an active CPA or EA, Experience preparing High-Net-Worth tax returns required, Bachelors in Accounting or related field required.
$85,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Experience in Wealth Management, Investment Management (broker dealer and/or RIA), and/or Insurance highly desired. Experience in a public CPA firm, or experience working with multiple entities accounting, or books.
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Assure the adequacy and effectiveness of controls and compliance efforts in specialized environments such as BSA/AML, Wealth Management/Trust and NACHA. 3+ years of previous experience in public accounting or internal audit.
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Well established Public Accounting and Wealth Management Firm. 3 years of relevant tax experience at a public accounting firm. 3years public accounting - ability to review not so much audit.
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Requirements include having an Active CPA license, having 6-8+ Years of Public Accounting Experience/Wealth Management Experience, at least 4 years of Management/Directing Experience, and having shown solid tenure in their past roles.
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Public Accounting / Asset Management experience preferred. Asset & Wealth Management (“AWM”):AWM invests in private equity, credit, real estate, infrastructure and other alternative investments around the world on behalf of third parties, Goldman Sachs and its employees.
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CAPTRUST is seeking a Senior Tax Associate who will work with team members to provide high net worth families, individuals, and their related entities with tax compliance, tax consulting, and wealth management services.
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7 years or more of related experience in public accounting, law firm, or trust department. The Private Client Tax Senior Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
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