- First Horizon Bank (Huntsville, AL)
- …clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate. * Conduct client meetings, annual reviews ... and evaluate changes in financial objectives, and recommendations which result in strengthening and growing client relationships. * Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions. * Engage your… more
- Truist (Atlanta, GA)
- …for providing client coverage to institutional capital clients (private equity and family office ), to include driving revenue growth from payments, lending, ... and fees. Focus is on Mid to Small Cap sized institutional capital and coverage will be aligned by geographic location of client. Effective bankers have expertise in strategic idea generation around add-ons and are fluent in product areas such as payments,… more
- Epco, Inc. (Houston, TX)
- …Senior Tax - 000G93 Description We are seeking a Senior Tax Analyst to join our Family Office tax team. This role offers the opportunity to work on complex tax ... matters for high-net-worth individuals and related entities in a collaborative environment. The Senior Tax Analyst's responsibilities include, but are not limited to: + Prepare federal and state income tax returns for investment partnerships, complex trusts,… more
- Robert Half Finance & Accounting (Oakland, CA)
- …data. Responsibilities: + Manage full-cycle AP for properties, construction, corporate, and family office . + Ensure timely invoice coding, entry, and payment; ... resolve discrepancies and liaise with vendors. + Maintain accurate AP aging, clear outstanding items, and share weekly summaries; oversee offshore team outputs. + Perform monthly bank reconciliations, resolve variances, and assist with wires and receipts. +… more
- Coldstream Wealth Management (Portland, OR)
- …1991 and specialized in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and ... foundations. The company was known for "investing with vision, passion, and purpose," with a focus on both client service and community commitment. In July of 2024 Arnerich Massena merged with Coldstream Capital. Located in Portland, the team is looking for a… more
- Robert Half Finance & Accounting (Mount Kisco, NY)
- …or auditing, preferably within public accounting. * Familiarity with wealth management, family office operations, or high-net-worth client services is highly ... desirable. * Strong understanding of regulatory filings and compliance standards, including Form filings. * Proficiency in accounting software such as QuickBooks and advanced knowledge of Excel. * Exceptional attention to detail and strong communication… more
- Coldstream Wealth Management (Portland, OR)
- …1991 and specialized in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and ... foundations. The company was known for investing with vision, passion, and purpose, with a focus on both client service and community commitment. In July 2024, Arnerich Massena merged with Coldstream. Located in NE Portland, the team is now adding a CSA… more
- Wellington (Boston, MA)
- …who invest in Wellington's sponsored funds. These clients represent endowment, foundation, family office , corporate, and public funds relationships invested in ... commingled pools including Wellington Trust Company, NA, Wellington Management Funds - Global, and Wellington Alternative Investments. This role will focus on clients invested with Wellington Trust Company, NA. The Fund Relationship Analyst will work as part… more
- Robert Half Finance & Accounting (Chicago, IL)
- …2-3 years + Type of Experience: Public Accounting - Tax + Preferably family office clients, individuals, trusts, or investment partnerships. To apply to ... this hybrid role please send your resume to ###@roberthalf.c0m Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and… more
- Robert Half Finance & Accounting (Chicago, IL)
- …+ 2 busy seasons' experience at a public accounting firm or with a family office . + Licensed CPA required. + Excellent accounting skills. Tax experience ... required. + Proficient in Excel and QuickBooks. CCH Axcess, AccountingWare ActivityHD and MS Dynamics Great Plains experience highly desirable. + Flexibility to implement and learn new financial reporting tools. To apply to this hybrid role please send your… more