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High net worth individuals, their personal tax returns, trust returns, and gift & estate planning or Small Business. Significant experience working with issues and compliance related to high net worth individuals, their personal tax returns, trust returns, and gift & estate planning.
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A Personal Tax Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses. 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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Experience working with high net worth insurance carriers, including Chubb, is preferred. High School diploma or equivalent; AA and/or college degree preferred. Required Education: High school or equivalent.
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Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high net worth clients and business owners.
$75,000 a yearExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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We are located in downtown Fort Worth and work with high net worth clients to provide financial planning and investment management. SWMG is a family-oriented, Christian values-based firm, located in downtown Fort Worth, Texas.
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As the visionary leader of our philanthropy efforts, you'll not only spearhead our ambitious campaign but also lay the groundwork for a $10B endeavor aimed at making 2 Hour Learning accessible to every child in the US. This journey will challenge you to think creatively, engage ultra-high-net-worth donors with compelling narratives, and orchestrate impactful events that transcend conventional fundraising.
Full-timeRemoteExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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For the past 7 years with 100 years of combined Family Law Experience, we have successfully grown/maintained our reputation by achieving favorable results in complex, high-net-worth, and high-profile family law cases.
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And distribution; theater, media and entertainment; high-net-worth; financial services; and professional services. With a team of nearly 700 professionals, the firm provides a full range of audit, accounting, tax and consulting services, with specialties in business continuity, international tax, forensic accounting, litigation support, technology, family office and financial advisory services.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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HCVT is a highly specialized professional services firm providing tax, audit, business management, mergers and acquisitions, and advisory services to private and public companies, business owners, high net worth individuals, and family offices across select industry niches.
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Communicate in person, in writing, electronically and by telephone with high net worth clients, advisors and field staff regarding the ongoing administration/operation of trust, agency and investment management business.
Full-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios.
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As part of the HCVT Fort Worth team, you will work in a fast-paced environment, with a tax practice that is focused on serving clientele in the Alternative Investment Management industry. Join the HCVT FT. Worth Team.
$140,000 - $180,000 a yearFull-timeExpandApply NowActive JobUpdated 6 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.
Full-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.
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You will have the opportunity develop your expertise in all areas of financial planning, strengthening your ability to serve high-net-worth clients as a future financial advisor. We are a hard-working, high performance, no-excuse team of professionals who together want to take charge of our careers alongside the opportunity that Empirical offers.
$65,000 - $95,000 a yearFull-timeExpandApply NowActive JobUpdated 20 days ago
high net worth jobs in Fort Worth, TX
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