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Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
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Provides management and guidance through effective communication related to carrying out trust administration activities. Experience in using trust accounting and management software, preferably TrustDesk (FIS product.
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Industries served by the Operational Partnership Services practice include private equity, real estate, telecom, technology, healthcare, media & entertainment, energy, retail, and financial services that frequently involve asset management, venture capital, and international outbound joint ventures.
$103,320 - $235,170 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Seven or More years of experience in geological assessments, water supply, water treatment, environmental assessments, contaminant investigation, contaminant remediation, storm water management, wastewater treatment, permitting projects, or compliance projects in the public and private sectors in Dallas Fort-Worth and surrounding area.
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Expands existing client relationships and assists Advisors in new business opportunities with high- or ultra-high net worth clients and prospects who are interested in wealth planning.
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The Indirect Tax Manager will have a strong knowledge of sales and use tax matters, procedures, and methods. StevenDouglas has been retained exclusively for an outstanding Indirect Tax Manager or Director career opportunity in Las Colinas, Texas.
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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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Avantax, Inc. (Avantax), a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals, and CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning.
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The Private Client Tax Senior 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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Interact with the regional environmental manager and division on issues relating to our Lennar Environmental Management System (LEMS) which includes storm water, air quality, wetlands, and environmental site investigation modules.
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Vertex Certified Training Program-Vertex Indirect Tax O Series - Foundation & Advanced- Indirect Tax Operations, Certified Member of Institute for Professionals in Taxation, Accounts Payable Manager (APM) Accounts.
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The team works directly with a variety of stakeholders, including the ultra-high net worth alternative capital markets team, product & operations teams, and partnering closely with engineering teams across the division to help in evolving the alternatives platform.
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General Manager, Manager, Management, Showroom Manager, Showroom Management, Team Manager, Team Management, Store Manager, Store Management, General Manager.
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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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The D365 Finance & SCM Manager will be focused on leading and/or architecting solutions for D365 Finance & SCM opportunities, managing the project solution scope with customers, assisting project management to deliver the solution, and providing the application functionality leadership and direction for customer team members tasked with implementing the solution.
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wealth management high net worth tax manager jobs Company: Jcw in Dallas, TX
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