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Design risk management insurance programs to protect the personal assets, exposures and lifestyles of high net worth individuals, families and family offices. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and entities within USI, strategic partners and centers of influence specifically focused on the high net worth and family office marketplace.
Full-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Preparing federal, state, and international income tax returns for high-net-worth individuals; Under the supervision of Tax Managers, prepare tax returns for individuals, trusts, and estates with high complexity.
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Experience preparing and/or reviewing federal tax returns for high-net-worth individuals, trusts, estates, and closely-held businesses, private equity backed clients, large businesses, partnerships and provisions.
Full-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Learning aspects of Global Mobility Services, with a focus on individual income tax compliance, including tax consulting and planning; social security tax compliance; as well as withholding tax implications for employees/employers and other high net worth individuals working in and out of the U.S.
InternExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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CAPTRUST is seeking a Senior Tax Associate who will work with team members to provide high net worth families, individuals, and their related entities with tax compliance, tax consulting, and wealth management services.
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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.
Full-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Review high net worth individual income tax returns and collaborate with CLA’s Wealth Advisory practice. You have a minimum of 6 years of public accounting experience working with high net worth (HNW) clients with an emphasis in gift, estate and trust, and individual tax planning and compliance.
ExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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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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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. Lead other types of consulting engagements such as Internal Audit Co-Sourcing/Outsourcing, SOX Management Assist, Risk Assessments, Segregation of Duties Reviews, Internal Controls Reviews, and Special Projects as necessary.
InternExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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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.
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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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We are a subsidiary of B. Riley Financial, who through its subsidiaries, provides collaborative financial services and solutions tailored to fit the capital raising and financial advisory needs of public and private companies and high net worth individuals.
ExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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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, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
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Responsible for building a team of professionals by training and working together to serve our high net worth clients with timely responses to their needs. The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners.
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Proficiency in tax issues related to federal corporate (S-Corp/C-Corp), partnership, and high net worth individual taxes. Our partner firm specializes in the dynamic sectors of real estate development, consulting, professional services, high-tech and.
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high net worth consulting jobs in Dallas, TX
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