- 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
- CIBC (Houston, TX)
- …Development Officer (BDO), you are responsible for the creation of new business with high net worth individuals, family offices, endowments and foundations. ... solutions through appropriate business development activities. This includes establishing a high and positive profile within the market. + Manage select client… more
- Zions Bancorporation (Salt Lake City, UT)
- …+ **Client Relationship Management:** Build and maintain strong relationships with high - net - worth clients, understanding their financial goals and ... as a collection of great banks under local brands and management teams in high -growth western markets. Zions is regularly recognized by _American Banker as_ one of… 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 ... home. To participate, you will be required to have high speed home internet access and a managers approval....Foreign degrees/transcripts must be evaluated by a reputable evaluation service at your own expense and must be submitted… more
- Zions Bancorporation (Salt Lake City, UT)
- …A combination of education and experience may meet job requirements. + Experience working with high net worth insurers such as Chubb, AIG Private Client, ... as a collection of great banks under local brands and management teams in high -growth western markets. Zions is regularly recognized by American Banker as one of the… more
- Signature Healthcare (Louisville, KY)
- …care and quality outcomes. Many of our facilities continue to receive high performance ratings and accreditations. As an award-winning organization recognized over ... RN license in the state of residence. + Current/active CPR Certification. + Customer service oriented with ability to work well under pressure. + Strong attention to… more
- Robert Half Finance & Accounting (Atlanta, GA)
- …a key role in guiding complex tax preparation and review engagements spanning high net worth individuals, partnerships, corporations, and estates/trusts. Key ... tax returns for diverse clients. + Organize supporting work papers and maintain high standards in documentation. + Collaborate within the team and maintain open… 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 ... with responsibilities related to both investment management and client service functions. **Responsibilities:** + Daily portfolio management of model/custom accounts… more
- Neuberger Berman (New York, NY)
- …globally. **Position Overview:** NB Alternatives manages approximately $168 billion for institutional and high net worth clients across a range of commingled ... investment decisions. In addition, this role will provide a high level of direct interaction with senior personnel on...in ODD analysis and monitoring process + Conduct ongoing service provider due diligence + Stay abreast of industry… more
- JPMorgan Chase (San Francisco, CA)
- …that delivers the highest quality advice, service , capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more