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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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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 advising high net-worth families and entrepreneurs in estate planning, tax planning, and asset control is preferred. Firm Type: Law Firm, Experience: 1 Years, A law firm in Dallas, TX, is seeking an Estate Planning and Tax Attorney with 2-4 years of experience and approximately 4,000 hours in drafting estate plans, trust documents, conveyance instruments, and related documents.
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The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals.
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Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
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Selby Jennings is exclusively partnered with a financial services firm that is pioneering in the provision of innovative lending and liquidity solutions to high net-worth individuals.
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Exposure to IFRS to US GAAP (vice versa) conversions, and SEC reporting. 8+ years of experience working for a public accounting firm, including at least 2 years in accounting advisory. SEC Reporting – Financial Statement, Footnotes, MD&A, and Pro Formas Preparation.
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We serve a variety of clients in multiple industries from private equity-backed clients and large businesses to high-net-worth individual clients. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team and our firm.
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Your days will be filled with engaging high net worth individuals and luxury real estate professionals, leveraging your sales acumen and presentation skills to bring new auction opportunities to fruition.
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Introduction to the team Tax Services' teams deliver quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals.
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A well-established holistic wealth management firm in Dallas, TX is in search of a Hybrid Senior Tax Accountant to prepare and complete individual tax returns for high-net-worth clients.
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Tax Services’ teams deliver quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Tax Services’ teams deliver quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals.
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Cultivates and maintains relationships with investment clients, including high net worth individuals. A Chartered Financial Analyst or CIMA certification is preferred. Determines investment strategies for clients, shareholders, or advisors in the form of a separately managed account, mutual fund, or some type of collective vehicle.
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Wealth is one of the five key lines of business for Citi. It is a single, integrated platform serving clients across the wealth continuum, from the affluent segment to ultra-high net worth clients.
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Controls Engineering is responsible for building the next generation firm-wide control plane for use in Asset & Wealth Management. Founded in 1869, we are a leading global investment banking, securities and investment management firm.
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high net worth jobs in Dallas, TX
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