- Robert Half Finance & Accounting (Marlborough, MA)
- …thorough reviews of tax returns for corporations, partnerships, multi-state entities, and high - net - worth individuals. * Perform in-depth tax research using ... strategic tax planning initiatives and play a key role in delivering high -quality services to clients across various industries. For immediate consideration, please… more
- Giffords (San Francisco, CA)
- …with direct major donor solicitation and securing major and principal gifts from high - net - worth individuals and foundations + Record of securing gifts ... are accepted on a rolling basis until the position is filled. Due to the high volume of applicants, no phone calls or emails, please. Duties + Responsibilities: +… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …billion in assets under management and a client base of approximately 250 high - net - worth individuals and families. Average client relationships range from ... helping ensure operational excellence. This is an excellent opportunity for a high -performing CSA with RIA experience who enjoys being client-facing and thrives in… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …About the Role The Senior Wealth Manager will serve as a trusted advisor to high - net - worth clients while also playing a leadership role within the firm. ... of excellence. + Provide financial planning and investment guidance with a high level of expertise. + Contribute to strategic initiatives and business development.… more
- Robert Half Finance & Accounting (Lake Oswego, OR)
- …in tax planning and preparation for partnerships, S-corporations, C-corporations, trusts, and high - net - worth individuals. * CPA designation is required; a ... optimization. * Supervise and coordinate projects to meet deadlines and deliver high -quality work. * Utilize tax software effectively to streamline processes and… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …communication skills. + Professional demeanor and ability to interact confidently with high - net - worth clients. + Punctuality and reliability. + Proficiency ... wealth management firm is seeking a Client Service Associate to join its high -touch, relationship-driven team. Located in Walnut Creek, CA, the firm serves a select… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Qualifications + 3-5+ years of experience in wealth management, preferably with ultra- high - net - worth clients. + Strong communication skills with ... professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are also eligible to enroll in… more
- NJEDA (NJ)
- …including: + Understanding of GAAP, income, balance sheet and cash flow statements, personal net worth statements, and tax returns + Ability to understand loan ... work, a supportive culture, and robust benefits, including health insurance , retirement plans, and extensive wellness programs. Make a...home. To participate, you will be required to have high speed home internet access and a managers approval.… more
- Citigroup (New York, NY)
- …(CPB) that manages assets on a discretionary and advisory basis for high and ultra- high net worth clients. With approximately $70 billion in assets under ... including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time off packages,… more
- Robert Half Finance & Accounting (Baltimore, MD)
- …career opportunity in a boutique, challenging, and rewarding environment? A prestigious Ultra- High - Net - Worth (UHNW) family office is seeking an Assistant ... bonus. + Growth: An opportunity to grow your financial acumen in a high -performing family office with exposure to a broad range of investment structures. +… more