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As a Tax Senior Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service:Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax complianceLead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation.
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Experience working in a branch, operations, customer service, or other commercial banking or wealth management areas is required. Minimum of 1/+ years of Treasury and/or Wealth Management experience is preferred.
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CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
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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.
$385,700 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The VP, Active Trader Financial Consultant will actively grow an affluent wealth management practice and work with clients to find appropriate solution strategies and services to deepen relationships.
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The ideal candidate has a wealth of knowledge and experience as a gameplay programmer in the PC/console gaming industry, excellent C. The senior gameplay programmer will work with the technical leadership to add features to our Unreal Engine 5 based codebase and fix bugs.
$135,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Required QualificationsBachelor's degree and a minimum of five years of experience in positions that involve planned gift fundraising, major gift fundraising work, estate planning, financial advising or wealth management.
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Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
Full-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Required SkillsProficiency in wealth reporting & trading tools including Orion, Black Diamond & TamaracStrong Data Management SkillsStrong written and verbal communication skillsFinancial Service Knowledge, Wealth Management specificallyAbility to work well with others; proactively anticipate and develop solutions, and work collaboratively with multiple teamsA mindset that includes strong self-awareness, emotional intelligence and the ability to provide and receive empathetic feedback.
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Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects.
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Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and advisory services available. Founded in 1971, Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with nearly 1,700 investment sales and financing professionals in 80+ offices throughout the United States and Canada.
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Our expertise includes providing services associated with owning, managing, and preserving businesses and wealth, including asset protection, family government services, estate and succession, planning sensitive wealth transfers, and philanthropic planning.
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Demonstrated experience and success partnering with firm leadership (e.g., CEO, President, Managing Partner of Wealth Management firms) and corporate executive leadership. Experience in Wealth Management and or RIA industry.
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Proven experience in wealth management, preferably with first-generation entrepreneurs or high-net-worth individuals. Develop estate planning approaches tailored to first-generation wealth scenarios.
$300,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Philanthropy & Impact Investing: Guide families in their philanthropic endeavors, recognizing the values of first-generation wealth holders Propose impact investment opportunities that resonate with each family's ethos.
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wealth job in Austin, Bellville, Texas
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