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The ideal candidate will be a CPA with a strong background in tax review, compliance, and research with experience in Gift, Trusts & Estates, and High-Net Worth Individual tax returns.
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As a trust officer, you will serve as a knowledgeable resource for high-net-worth clients in managing substantial, sophisticated investment portfolios and administering personalized trust solutions.
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Identifying opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings. You are providing the highest level of customer service to Fidelity s most sophisticated and highest net worth client.
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Delivering customized service to clients seeking a personalized high-touch relationship. We assist companies and non-profit organizations in delivering benefits to their employees. Effectively addressing a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning.
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Depth of experience working with high net worth or ultra-high net worth clients. Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios.
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Schedule appointments and visit with high net worth individuals to understand their lifestyle, concerns and unique insurance needs, and provide consultative advice to tailor personal risk management solutions accordingly.
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Your days will be filled with engaging high net worth individuals and luxury real estate professionals, leveraging your sales acumen and presentation skills to bring new auction opportunities to fruition.
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Ross Hughes & Associates is a modern CPA firm located in Jacksonville, FL. We are a team of ten members who provide concierge level services in all aspects of the accounting process for our business clients and high net worth individual clients.
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As a HUB Personal Lines High Net Worth Producer, you will prospect for business based on your local networks, connections, and communities and focus to develop client and referral opportunities in our High Net Worth – Private Client Practice area.
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Job Duties:A Private Client Services (PCS) Senior Associate 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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In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients.
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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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Review and provide analyses of complex individual income tax, gift, estate, and trust returns for ultra-high net-worth individuals and Family Offices. Serve as the trusted advisor to ultra-high net worth families on matters relating to current and forward-looking considerations associated with tax-related developments, legislative and regulatory changes affecting such individuals and family offices.
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We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
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As a Tax Senior Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service:Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax complianceLead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation.
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high net worth jobs in Jacksonville, FL
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