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Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
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Our professionals include CPAs and JDs. The Private Client - Tax Senior Manager serves as a trusted advisor and member of various client service teams and must possess knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
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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 thorough knowledge of automation & digitization in a professional services environment including but not limited to:Innovating through new and existing technologies, along with experimenting with digitization solutions;Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; and,Utilizing digitization tools to reduce hours and optimize engagements.
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No matter what you need, odds are high that you can find it at Walmart, with electronics, home furnishings, furniture, groceries, pharmacy products, clothing and so much more. About Walmart As the world's largest retailer and company by revenue, Walmart is an Arkansas-based chain that had $482.2 billion in net sales for the 2015 fiscal year.
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The Family Office Management group at Bessemer Trust, which provides operational and administrative services to ultra-high net worth families, trusts, and foundations, is actively recruiting an experienced accountant to serve as an Accounting Manager in its Woodbridge, New Jersey office.
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Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance. Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance.
$276,700 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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The Private Client - Tax Senior Manager serves as a trusted advisor and member of various client service teams and must possess knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
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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.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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5+ years of experience in a professional services firm providing tax services to high net worth individuals and their closely held businesses, including 1+ year’s supervisory experience.
$182,770 a yearInternExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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We deliver white glove trust and wealth management services to high net worth and ultra high net worth individuals and institutions. The company oversees $44.2 billion of assets under management (as of 12/31/2023), for high-net-worth individuals, families, family offices, endowment, foundation and institutional clients.
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Leverage World's incredible platform to bring risk management solutions to individuals and business owners - At World, you will have access to the resources to help any client solve any challenge including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services.
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You must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies and charitable entities managed by ultra-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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