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Extensive understanding of wealth management and financial planning considerations for high net worth and ultra-high net worth individuals and wealthy families. Proven success in the acquisition of new high net worth & ultra-high net worth client relationships.
$275,000 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Work may be performed at the customer facility in Washington DC at The District of Columbia Facility located at 14th and C Street SW, Washington, DC, 20228 or at the Western Currency Facility (WCF) located at 9000 Blue Mount Road, Fort Worth Texas, 76131 or remotely.
Full-timeExpandApply NowActive JobUpdated 28 days ago - UpvoteDownvoteShare Job
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Minimum of 8 years of progressive tax experience with trusts and estates, as well as high net worth clients. Provide tax planning and consulting to high net worth clients for estate and individual income taxes.
Full-timeExpandApply NowActive JobUpdated 20 days ago - UpvoteDownvoteShare Job
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At KNEAD, you’ll have the opportunity to work in many concepts allowing you to expedite your professional growth: French / Bistro Du Jour Steak / The Grill Mexican or Tex-Mex / Mi Vida or Mi Casa Southern Steakhouse / Succotash PRIME Re-imagined American Diner / Gatsby Upscale Bakery / Mah-Ze-Dahr QSR / Lil' Succotash, Tu Taco or Kneadza Pizza What makes our team worth joining.
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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.
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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 2 months ago - UpvoteDownvoteShare Job
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Experience catering to the planning needs of high-net-worth clients. We are currently seeking an Estate Planning Attorney to join our Estates and Trusts group in our Bethesda office. Proficiency in drafting both basic and sophisticated estate planning documents, with exposure to those incorporating estate and income tax planning, including irrevocable trusts.
Full-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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The role will involve cultivating relationships with high-capacity, high net worth individual donors and prospects capable of making gifts and pledges of $10,0000 to $1M+ to support GMF and/or or a specific GMF priority area.
$144,760 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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This role involves providing U.S. tax compliance and advisory services to a variety of clients, including high net worth U.S. persons overseas, globally mobile U.S. persons, non-U.S. trusts, and non-U.S. individuals with U.S. investments.
Full-timeExpandApply NowActive JobUpdated 28 days ago - UpvoteDownvoteShare Job
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Maintain expertise in DAF regulations, high net worth individual philanthropy, philanthropic trends around the globe, and foreign charity needs. Maintain knowledge of, and puts into practice, anti-money laundering and anti-terrorist financing practices and regulations.
Full-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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KNEAD Hospitality + Design Restaurants www. kneadhd.com | @kneadhd Job Type: Full-time Salary: $55,000.00 - $80,000.00 per year Benefits: 401(k) Dental insurance Employee discount Flexible schedule Health insurance Paid time off Paid training Vision insurance Experience level: 1 year 2 years Restaurant type: Casual dining restaurant Fine dining restaurant Shift: Day shift Evening shift Weekly day range: Monday to Friday Weekends as needed People with a criminal record are encouraged to apply Work Location: In person.
$60,000 - $80,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Firm serves both privately held and publicly registered companies, as well as nonprofit and social sector entities, high net worth individuals, private equity funds, and hedge funds, with a focus on middle-market companies and closely held family businesses.
$175,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Ability to discuss investment performance, economic and financial market trends with ultra-high net worth clients which can be individuals, families or institutions. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs.
$179,773 a yearFull-timeExpandApply NowActive JobUpdated 28 days ago - UpvoteDownvoteShare Job
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Job Description: To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: DC, Marlton, NJ, Arlington, Alexandria, Tyson's Corner, Reston, Leesburg/Lansdowne High Net Worth Representative We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Washington DC area.
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1 or more years experience in tax accounting with an emphasis on corporate tax and high net worth self-employed individuals. As a Tax Senior you have responsibility over providing tax planning and compliance services to high-net-worth individuals and closely held businesses.
Full-timeExpandApply NowActive JobUpdated 27 days ago
worth job Title: career in Arlington, VA
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