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Proven experience with pass-through entities, partnerships, corporations and high net-worth individuals and families. Advise clients and be accountable for delivering high quality tax service and advice.
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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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A Senior Associate is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
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Meet with high net worth and ultra high net worth clients of Wealth Advisors as a member of the advisory and financial planning team. Meet with high net worth clients and business clients referred through the efforts of Regional Account Executive to address defined planning/insurance needs.
RemoteExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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Family office and high net worth experience preferred. Our firm has been retained by a Fort Worth real estate and development company to source candidates for the position of Chief Financial Officer.
Full-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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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 7 days ago - UpvoteDownvoteShare Job
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In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing and managing high net worth client relationships and portfolios as well as cultivating sources of qualified high net worth prospective clients.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Models complex strategies for high-net-worth clients to help maximize long-term tax efficiency. Must possess/acquire detailed knowledge of the Written Supervisory Procedures (WSP), Compliance Manual (CM), and One Net.
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Must hold advanced credential of Certified Financial Planner (CFP ® ), Chartered Financial Consultant Certification, JD, CPA, or MBA. RICP and EA designations also considered with additional qualifying experience.
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Assets Division, especially Complex High Net Worth Assets, including Cryptocurrency and Digital Asset Management. Extensive experience in high-net-worth divorce.
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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.
Full-timeExpandApply NowActive JobUpdated 14 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.
RemoteExpandApply NowActive JobUpdated 22 days ago - UpvoteDownvoteShare Job
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Review and prepare tax returns for Mid-Sized Private Companies in multiple industries, Investment Entities, High Net-Worth Individuals, Fiduciary Entities, and Non-Profits. Tax Manager – Fort Worth, TX CPA Firm Job.
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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.
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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 1 month ago
high net worth jobs in Fort Worth, TX
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