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The Family Office group provides accounting and consulting services to ultra-high net worth individuals and family clients. Our client is a national public accounting firm with a 50-year legacy serving ultra-high-net-worth individuals, families, businesses, and non-profit organizations both nationally and internationally.
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Preparing federal and state income tax returns for high net worth individuals; Utilizing tax research tools, including BNA, CCH, and RIA Checkpoint, to provide tax compliance and consulting services to various clients.
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Design risk management insurance programs to protect the personal assets, exposures and lifestyles of high net worth individuals, families and family offices. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and entities within USI, strategic partners and centers of influence specifically focused on the high net worth and family office marketplace.
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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.
$85,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Our clients include real estate opportunity funds, real estate investment trusts, homebuilders, technology companies, professional service firms, and high-net-worth individuals. Krutilla & Associates is a fast-growing CPA firm based in Walnut Creek specializing in tax and consulting services for a variety of large and mid-sized clients.
$75,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Candidates must be familiar with high net worth tax consulting and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to clients' tax needs.
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Experience in working with high-net-worth individuals, owners of closely held businesses, private companies and family offices and a proven track record of implementation of tax strategies.
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Providing tax planning and consulting to our firm’s high net worth client for estate and individual income taxes. Researching and consulting on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues.
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Review and prepare tax returns for Mid-Sized Private Companies in multiple industries, Investment Entities, High Net-Worth Individuals, Fiduciary Entities, and Non-Profits. 100% CPA Firm Recruiting + M&A Consulting.
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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. Demonstrates Intimate-level Abilities And Success Performing Specialized Tax Consulting And Compliance Related To Partnership Structures And Related Transactions For Publicly Traded Partnerships, Private Equity Funds, Hedge Funds, And/or Other Private Partnerships, Which Includes The Following Areas.
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Job Description:A Private Client Services (PCS) Tax Managing Director is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
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Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities, partnerships, and flow-throughs: Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns.
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4+ years of tax compliance and/or tax consulting experience with a niche focus on real estate, REITs, private equity or emerging businesses. This open position offers the opportunity to join a high-performing, high-growth team while working with complex clients in the Real Estate industry.
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In this role, you'll be instrumental in driving our growth, engaging with potential commercial clients and high-net-worth individuals. Edgeworth Security is a full-service security firm, specializing in Interactive Video Surveillance, Security System Integration, Executive Protection and Security Consulting Services.
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Symphony Risk is a next-generation, full service insurance brokerage, risk management advisory, and employee benefits consulting advisory for the risk and human capital needs of middle market and lower Fortune 500 businesses, private equity firms and alternative asset managers, corporate executives, and high-net-worth families.
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high net worth consulting jobs in San Francisco, CA
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