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The Private Client Services (PCS) practice provides exceptional personal compliance and business tax planning services to partnerships, heads of families, family businesses, private equity fund owners, as well as high net worth individuals.
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Started almost five decades ago as a family office managing the assets of Capital Group's founders, senior executives and loved ones, today PCS manages over $30B for over 1,500 ultra-high net worth (UHNW) families, endowments and foundations.
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Must have 5 years of experience in: Equity sell-side; Global equity markets; Private banking advisory; Business and valuation models; Asset allocation; Capital markets and investment management; Programming experience in Bloomberg; and, Synthetizing complex concepts to audiences of varying degrees of sophistication including Ultra High Net Worth Individuals.
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HCVT is a highly specialized professional services firm providing tax, audit, business management, mergers and acquisitions, and advisory services to private and public companies, business owners, high net worth individuals, and family offices across select industry niches.
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Tri Star Sports and Entertainment Group is a renowned business management firm serving high net-worth clients in the sports and entertainment industry. Tri Star provides comprehensive financial and advisory services including accounting, tax, tour management and wealth preservation strategy.
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Providing tax planning and consulting to our firm’s high net worth client for estate and individual income taxes. WithumSmith+Brown, P.C., is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today’s modern business landscape.
$75,000 - $125,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Excellent job opportunity for an experienced individual to join our prestigious Business Management/CPA firm in Century City working with high profile entertainers and high net worth individuals and families.
$120,000 - $180,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We work exclusively with High Net Worth and Ultra High Net Worth Individuals and their multi-million and billion-dollar businesses as well as their families. Onboarding of new High Net Worth clientele.
$80,000 - $110,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy.
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Demonstrated thorough technical skills in tax compliance for high net worth individuals. Description & SummaryA career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.
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Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele.
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Prior to joining the firm, Mr. Miller was President of Miller Family Advisors, Inc. Acting as consultant and advocate for high net worth families, he focused resources toward managing the “family balance sheet.
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We provide our team members the essential tools to be successful with a continual focus on technical training, as well as other skills necessary to thrive in the dynamic world of public accounting. We are a team driven by our values—Integrity at our Core, Building Success Together, a Passion for Excellence, and Diversity, Equity, & Inclusion.
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We have steadily built our business by helping companies and high net worth individuals find smart solutions. A bit about us:Founded in the 70's and one of the nation’s largest professional services firms, we are a licensed CPA firm that provides attest, tax, advisory, and business consulting services.
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Build and manage projects using generalized, non-militant agile scrum methods, administer Jira without creating unnecessary processes. Serve as Scrum Master, leading the development team in using Agile methodologies.
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high net worth advisory jobs in West Hollywood, CA
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