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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.
$120,000 - $200,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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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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Developing and implementing tax strategies to minimize tax liability for ultra high net worth clients, including estate planning, charitable giving, and business succession planning.
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Accomplished and proven at acquiring new clients by leveraging their external network and firm place in the community to provide confident, comprehensive wealth management advice and solutions with an emphasis on Custom Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning, cash flow analysis and budgeting, and risk management to ultra-high net worth clients.
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7 years of experience sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
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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.
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If yes, consider joining Baker Tilly (BT) as a Tax Manager with our Private Wealth/High Net Worth team ! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients.
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The Trusts & Estates Attorney must have at least three (3) years of recent experience designing plans for high-net-worth clients, including designing and drafting irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts, as well as experience in complex trust administration.
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MMA is a dynamic and responsive, high-value CPA firm that serves closely-held businesses, high net worth individuals, trusts and estates, and other clients throughout California and globally.
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SF based boutique CPA firm specializing in High Net Worth clients, seeks a Tax Supervisor or heavy Tax Senior with High Net Worth experience. Tax Senior or Tax Supervisor (High Net Worth.
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Provide leadership and tax technical expertise for consulting, compliance and controversy engagements involving complex issues relating to ultra-high net worth private clients.
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Working closely with Financial Advisors and Private Wealth Advisors to build relationships with ultra high net worth clients and prospects across Asian and the USA through meetings, conference calls, etc.
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Experience in preparing and reviewing high-net-worth individual tax returns with cryptocurrency transactions. You will report to our Head of Tax Strategy and support the Tax function which underpins CoinTracker's cryptocurrency tax & accounting software.
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The Family Office Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients. (Family office, wealth management, or other experience working with high-net-worth families is preferred.
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Five plus years of experience in financial services including, but not limited to, financial planning, goals-based investing, financial advisory at a broker-dealer, RIA and/or a private bank, affluent/high-net-worth solutions, and retirement strategies.
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high net worth tax jobs in San Francisco, CA
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