- Grant Thornton (Tulsa, OK)
- … tax technical areas to resolve issues + Experience in working with high - net - worth individuals, owners of closely held businesses, private companies and ... As a Partnership Tax Senior Associate, you'll perform compliance for complex...we succeed. From day one, you'll be empowered by high quality tools and resources to thrive in your… more
- Wells Fargo (Irvine, CA)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... including investment management, general trust administration, specialty trusts, custody, tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and… more
- Wells Fargo (Denver, CO)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... including investment management, general trust administration, specialty trusts, custody, tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and… more
- Wells Fargo (St. Louis Park, MN)
- …that is responsible for analyzing, reviewing, and approving the credit worthiness for ** high - net - worth customer credit card** requests. **In this role, you ... + Review, analyze, and evaluate complex credit applications and credit line increases high - net - worth customers + Analyze credit applications and credit line… more
- Robert Half Finance & Accounting (Mount Kisco, NY)
- …team to provide financial planning, tax coordination, and accounting services to high - net - worth clients. * Contribute to system improvements and process ... within public accounting. * Familiarity with wealth management, family office operations, or high - net - worth client services is highly desirable. * Strong… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Serve as an educational and technical resource to manage the complexities of ultra- high net worth families needs, including estate and legacy planning; ... financial advisor, the client and the client's legal and tax professionals (eg attorney or CPA). + Leverages planning...to deliver consultative services to advisors and their ultra high net worth clients. +… more
- Truist (Atlanta, GA)
- …and delivering advanced planning advice to current and prospective High and Ultra- High Net Worth clients and prospects. Engages in activities that ... debt management, retirement planning, employee benefits, stock options, insurance, and estate planning for High Net Worth clients in excess of $10 million.… more
- Carnegie Mellon University (Pittsburgh, PA)
- …will be to qualify, engage, solicit, and steward prospective planned giving donors and other high net worth prospects, serve as a philanthropic advisor, and ... include:** + Identifying and cultivating gift planning and other high net worth prospects independently...the like, maintaining an up-to-date knowledge of all financial, tax and legal ramifications pertaining to charitable giving, as… more
- Robert Half Finance & Accounting (Greenwich, CT)
- …and filings + Collaborate with client-facing teams to provide accounting support for high - net - worth individuals and families + Assist with financial ... statements, tax coordination, and financial modeling Benefits: + Competitive bonus...exposure + Experience with wealth management, family office, or high - net - worth clients is a plus… more
- Maxwell Locke & Ritter (Round Rock, TX)
- …Doing As a family office associate, you will provide financial services to ultra- high net - worth clients, including bill pay, payroll administration, ... Family Office Bookkeeping Associate Department: Tax Location: Round Rock, TX Who We Are...deadlines while working independently + Ability to maintain a high level of accuracy + Experience managing multiple clients… more