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Job Duties:A Private Client Services (PCS) Tax Senior Manager 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.
$140,000 - $200,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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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Provide tax planning and consulting to our firm’s high net worth clients for estate, gift, and trust taxation, as well as individual income taxes. This includes delivering income, estate, and gift tax planning strategies to the high net worth market.
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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.
$145,000 - $318,500 a yearFull-timeExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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Candidates must be familiar tax consulting for high net worth clients and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to the clients' tax needs.
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A Private Client Services (PCS) Experienced 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.
$80,000 - $122,500 a yearFull-timeExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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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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Engage in business development activities to continue to meet the needs of individuals with high net-worth in the marketplace, and grow this service offering within strategic areas.
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We are currently one of the 20th largest insurance brokerages and consulting firms in the U.S. BKS Partners operates as partner firm under Baldwin Risk Partners (NASDAQ: BRP). Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
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This Dynamic CPA / Financial Planning Firm works on a Fee-Only basis with sophisticated Very High Net-Worth clients and related highly-successful Mid-Market Businesses. If you enjoy working as part of a truly collaborative team, and with Very High Net-Worth clients this opportunity is superior.
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You’ll have the opportunity in this role to work with private C-corps, S-corps, partnership, and High Net Worth clients providing tax advice as you determine how you would like to specialize as you progress in your inspired career.
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Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions. BKS Partners is an award-winning insurance brokerage firm providing employee benefits, private risk management, commercial risk management, retirement plan advisory services, and wellness programs to clients throughout the U.S. and internationally.
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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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