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The ideal candidate will have a proven track record of donor cultivation, solicitation, and stewardship at the principal and major gift level and experience actively managing a portfolio of high-net-worth individuals.
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To be considered for this Senior Tax Accountant opportunity, you'll need: 2+ years current tax preparation experience of Private Companies, High Net-Worth Individuals, Trusts & Not-for-Profit entities in a CPA firm.
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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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With an emphasis on corporate tax and high net worth self-employed individuals. As a Tax Senior you have responsibility over providing tax planning and compliance services to high-net-worth individuals and closely held businesses.
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5+ years experience in tax accounting with an emphasis on corporate tax and high net worth self-employed individuals. 5+ years experience in tax accounting with an emphasis on corporate tax and high net worth self-employed individuals.
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In addition, we offer a comprehensive, high-quality which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
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Drives corporate marketing initiatives to help increase market share in High Net Worth households. Build a client base of high net worth households by prospecting and developing new client relationships, and maintain and manage long term client relationships.
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Candidate needs experience in U.S. estate planning and administration with a focus on tax and wealth transfer for high net worth U.S. individuals. Position Title: Experienced Estate Planning Attorney Company: Legacy Protection Lawyers, LLP Workplace Type: on-site Contact Email: KatieLegacyProtectionLawyers.com Industry: Legal Start Date: 2024-02-26 Expire Date: 2024-04-26 City: St. Petersburg State: Florida Country: United States Description: About the Job We are an estate planning and asset protection law firm.
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The Wealth Ops Group Manager is responsible for leading a team of financial services professionals providing specialized and dedicated service to our high-net-worth Wealth Managers and their clients.
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The Firm serves both privately held and publicly registered companies, as well as nonprofit and social sector entities, high net worth individuals, private equity funds, and hedge funds, with a focus on middle-market companies and closely held family businesses.
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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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Our clients include private equity and other investment funds, multi-billion-dollar family offices, public and private companies, investment banks, high-net worth individuals, and startups.
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Advanced technical preparation and intermediate review skills in one of the industries our firm services: i.e., Construction, Real Estate, High Net Worth, Manufacturing & Distribution, etc.
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Build and serving our partnerships and high net-worth individuals with estate, gift and trust tax planning and compliance needs. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
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For more than 43 years, my client a dynamic, full-service accounting firm based in Oakland, CA, has provided closely held businesses, high net worth individuals, and trusts and estates in Northern California with a full range of accounting services.
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high net worth jobs in Spencerville, MD
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