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Experience: 5-7 years wealth planning experience working with high/ultra-high net worth individuals and families in a comprehensive capacity; advanced educational and professional designations including CFP, JD, MBA and similar evidence of advanced learning and professional consulting qualification desired.
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The Private Client Tax Manager 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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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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Experience advising high net-worth families and entrepreneurs in estate planning, tax planning, and asset control is preferred. Advise high net-worth families and entrepreneurs in all aspects of estate planning and tax planning.
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We are Top 60 nationally recognized CPA firm with over 200 employees and specialize in providing Tax, Assurance & Advisory services to clients across a variety of industries from Real Estate, Manufacturing, Technology, Gaming, Non Profit, High Net Worth Individuals, Healthcare and more.
$220,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Job description : KIPP Texas Public Schools is a network of 57 public charter, open-enrollment, pre-k-12 schools educating nearly 34,000 students across Austin, Dallas-Ft. Worth, Houston, and San Antonio.
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You may find yourself juggling net new reference architecture builds in AWS Cloud Development Kit (CDK), Azure Blueprints, GCP Deployment Manager, HashiCorp Terraform, writing Identity and Access Manager (IAM) policies, building GitHub Actions (GHA) workflows, instrumenting net new code bases, deploying Cloud Custodian policies, remediating security incidents, teaching developers about AWS, GCP or Azure or working with and managing external vendors to implement net new technologies.
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Deloitte Tax Senior Managers use their experience in accounting and taxation to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships.
$272,090 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Our professionals have decades of experience advising clients in every aspect of a M&A/lending transaction, from pre-LOI stage through closing, including accounting, tax, IT, and benefits due diligence and transaction structuring.
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Please send a cover letter, resume, and Care Net Employment Application to the attention of Andrew Wood, Senior Executive Director of Church Engagement at awood@care-net.org. Position Focus: The Regional Director of Church Engagement for the Southwest is tasked with building a bridge from the church to the pregnancy center, ensuring that churches are the starting point in creating a supportive environment for individuals facing pregnancy decisions.
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PWMGoldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments.
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Our newly renovated rooms and suites maintain a retro-forward décor and offer high-performance features including concierge iPads, mounted Smart HDTVs, complimentary WiFi and Nespresso coffee makers.
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Job Location DFW - Dallas & Ft. Worth, TX Position Type Full Time Education Level Juris Doctor Salary Range $70,000.00 - $83,583.66 Salary Travel Percentage Up to 50% Job Category Legal Services.
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Coordinate all activities that pertain to the secondary theatre studies as specified by Coordinator of Theatre and/ or the Executive Director of Visual & Performing Arts. To teach and develop technical theater program in a high school.
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ISC's team of Financial Services Recruiters is partnering with a prominent Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to their clients – Ultra-High Net Worth individuals, families, trusts, foundations, and endowments.
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private high net worth tax director jobs in Dallas, TX
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