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CAPTRUST is seeking a Senior Tax Associate who will work with team members to provide high net worth families, individuals, and their related entities with tax compliance, tax consulting, and wealth management services.
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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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Successful firm that specializes in serving closely held companies and high net worth individuals. Must exhibit a high degree of professionalism. OUR FIRM:Kushner LaGraize, L.L.C. is a well-established, mid-sized, certified public accounting firm.
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This would be great for a paralegal that has experience with high net worth clients, preparing tax forms (fiduciary, estate, gift, etc.) This role would have direct client contact focused on the administration of high net worth individuals.
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Must exhibit a high degree of professionalism and maintain the highest level of confidentiality. Under direct supervision, an Assurance Intern position is designed to provide individuals currently pursuing either a Bachelor’s or Master’s degree in Accounting (or related field) with assignments that further their knowledge of the assurance function within a public accounting firm.
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Family office, wealth management, or other experience working with high net worth families is preferred) Adhere to high confidentiality and fiduciary standards. Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving.
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We are seeking candidates with a proven track record of approximately 5-10 years in sales/business development and relationship building, showcasing a demonstrable existing network of potential high-net-worth clients.
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As a HNW Tax Manager, you will be responsible for managing high net worth (HNW) clients and providing them with top-notch tax services. As a HNW Tax Manager, you will be responsible for managing high net worth (HNW) clients and providing them with top-notch tax services.
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Our client is a full-service financial advisory practice in Westborough that serves high net worth and emerging high net worth clients with wealth management, tax-efficient savings strategies, estate planning, risk management, and retirement planning.
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Strong interpersonal skills are crucial as you will be interacting with high net-worth individuals, landlords, and commercial brokers. This opportunity is ideal for graduates from a top 75 law school who are eager to gain real-life trial experience and who have a passion for real estate law.
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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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Ocean One Insurance Agency is a high-net-worth luxury boutique agency located in Jupiter, Florida. It is a subsidiary of a larger umbrella of companies that include Frankel Development Group, Admirals Cove Realty, Frankel-Ball Realty and Jupiter Title Company.
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Present Fisher Investment’s wealth management solutions to high-net-worth prospects. Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions.
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High Net Worth and Ultra High Net Worth Wealth Advisory inclusive of investment management, estate and tax planning, business management, and sophisticated in house tax compliance capabilities.
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5+ years of experience prospecting and providing investment advice to clients that meet the criteria to be considered high net worth individuals. This position is primarily focused on high net worth clients and prospects: annual income of at least $250,000 OR $1MM in investible assets AND the propensity to generate at least $15,000.00 in revenue to the bank within the first 3 years.
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high net worth jobs in New Orleans, LA
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