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Demonstrate in-depth knowledge of the investment management industry as it relates to Capital Group’s various lines of business (e.g., retail, institutional, high net worth), investment mandates, investment vehicle structures, investment operations, competitive landscape, reporting and regulatory environment.
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This home-based position requires regular and frequent networking in Orange, County with corporate sponsors and high net-worth potential donors. Manages volunteer and customer retention, recognition, and pipeline development, with a focus on high impact relationships and key volunteer leadership roles.
$80,000 - $95,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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Our clients bring the most interesting and challenging opportunities with International, pre-IPO preparation, and ultra and high net-worth client complexities. Prepare and begin reviewing tax returns for Mid-Sized Private Companies in multiple industries, Investment Entities, High Net-Worth Individuals, Fiduciary Entities, and Non-Profits.
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Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas.
$86,220 - $182,770 a yearFull-timeExpandApply NowActive JobUpdated 4 months ago - UpvoteDownvoteShare Job
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Responsible for building a team of professionals by training and working together to serve our high net worth clients with timely responses to their needs. The Partnership Manager, Tax is responsible for providing tax and consulting services to our Pass-Through clients.
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You have 6-8 years of experience in public accounting tax work, preferably working with clients in middle-markets, high-net-worth individuals and family-owned businesses. You take pride in helping others, and you are ready to take on the challenge of leading a team of high-performing individuals.
$110,000 - $145,000 a yearFull-timeExpandApply NowActive JobUpdated 24 days ago - UpvoteDownvoteShare Job
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Prepare high-level returns for Real Estate High Net worth individuals and Flow-through entities. Prepare high-level returns for Real Estate High Net worth individuals and Flow-through entities.
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Deliver bespoke experiences for Ultra High Net Worth Individuals (UHNWI) clients to keep them engaged with the brand. Maintain high standards of boutique presentation and ensure merchandise is properly maintained and secured at all times.
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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 Services' teams deliver quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals.
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Canterbury Consulting, Inc. ("Canterbury") is a 65+ person professional services firm that provides investment advice to a broad set of clients with net assets ranging from $10M to $2B. Clients are both tax-exempt public and private foundations, endowments and pension plans, taxable corporate plans, and high/ultra-high net worth individuals and families.
$65,000 - $70,000 a yearExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Business owners and high-net-worth individuals. Prior knowledge and experience in the areas of corporate law, mergers & acquisitions, real estate, lending and financing, tax, or succession planning is preferred but not required.
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And partnership income tax returnsPreparing high net worth individual returnsReviewing mid-level complexity C corp., S corp. and partnership income tax returnsPreparing high net worth individual returnsReviewing mid-level complexity C corp., S corp.
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Provide legal counsel on forming business entities, corporate governance, tax, business succession planning, mergers and acquisitions, estate planning for high-net-worth individuals, probate, and trust administration.
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