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The Vice President of Tax Planning, Family Office is primarily responsible for analyzing tax landscapes for ultra-high-net-worth individuals through our proprietary review and visualization process aimed at identifying potential tax savings and/or financial planning opportunities.
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Role: In this home based outside sales role, you will be focused on closing leads of high net worth clients that have already expressed interest in investing with this firm and who have over 500k or more to invest.
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Wiss is seeking a Senior Tax Associate, High Net Worth to join their growing Tax Practice in Florham Park, NJ. The candidate will have the opportunity to work closely with Tax leadership on supporting our High Net Worth and Ultra High Net Worth client base and serve as an integral member of our overall Family Office offering.
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Provide a high-level of personal financial services to high-net-worth individuals and families. Partner with high-net-worth individuals and families with the utmost confidentiality.
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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.
Full-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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The Tax Senior Manager will work predominately with our Trust and Estate clients, as well as high net worth individuals. Minimum of 8 years of progressive tax experience with trusts and estates, as well as high net worth clients.
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General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The Senior Wealth Advisor will manage High Net Worth and Ultra High Net Worth client relationships, work with the other areas at Wiss including Estate Planning, Tax, Transaction Advisory to develop highly customized sophisticated plans for clients.
Full-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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We will consider remote options for highly qualified candidates with experience in High-Net-Worth Personal Lines. Personal Lines with High Net Worth Account/Client Management experience.
$73,000 - $137,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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The Firm serves both privately held and publicly traded companies, as well as 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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Ranked one of the top 100 top RIAs by Barron’s & Forbes and headquartered in Parsippany, New Jersey with several regional offices across the country, Summit Financial LLC is a ~$10 billion independent advisory firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years.
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Reviewing Business Tax Returns (1065, 1120, 1120S) as well as trusts/estates (1041), high-net worth, and ultra-high net worth individual income tax returns (1040.
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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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Our client is a multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals.
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high net worth jobs in Parsippany, NJ
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