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5+ years current tax planning and compliance experience for High Net-Worth Individuals, Private Companies & Not-for-Profit entities in a CPA firm or Family Office. 100% CPA Firm Recruiting + M&A Consulting.
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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. Develop a team of tax consultants and other service line subject matter experts to deliver exceptional client service to high-net-worth clients and all PYA client.
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The Tax Leader serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
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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.
$200,000 - $325,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Build and serving our partnerships and high net-worth individuals with estate, gift and trust tax planning and compliance needs. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management.
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FORVIS' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences.
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Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. As the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients - all with the resources, environment, and support to help you excel.
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Primarily our GMS Team focuses on the compliance and consulting needs of Global Companies with Mobility Programs as well as High-Net-Worth Individuals who are either U.S. Expats working outside of the U.S., or Foreign Nationals working in the U.S.
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A minimum of 10-15 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients. Works with complex High Net Worth Investors to create customized investment strategies.
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Experience in dealing with family units with $25 million and above in net worth, and a proven track record of implementation of tax strategies. Minimum six to ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in public accounting or a combination of industry and public accounting experience.
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We are seeking a Tax Senior Manager to support our Charlotte, NC market. For more details, visit cbh.com/disclosure. Lead tax staff, seniors, and managers in a fast-paced, dynamic environment. Solve problems for middle-market clients in industries such as manufacturing, real estate and construction, and professional services.
$90,000 - $197,400 a yearFull-timeExpandApply NowActive JobUpdated 4 months ago - UpvoteDownvoteShare Job
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Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. Demonstrates extensive-level knowledge of automation & digitization in a professional services environment including:Interpreting and applying the relevant aspects of the following US Tax Code sections, and associated regulations, as it relates to partnership structures especially performing specialized tax consulting and consultations.
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