- Kestra Financial (Maple Grove, MN)
- …and business returns + Identify proactive planning opportunities for high-income and HNW clients + Build workflows, templates, and systems for scale + Collaborate ... with financial advisors on integrated client plans + Stay current on tax code changes and lead firm-wide application + Prepare for future hiring and leadership as the division grows What You Bring + 5+ years of tax prep and planning experience + CPA or… more
- Robert Half Finance & Accounting (San Jose, CA)
- …* Oversee the preparation and review of corporate, partnership, LLC, trust, and HNW individual tax returns. * Provide leadership and manage a team, ensuring ... efficient operations. * Work closely with clients to address and resolve their inquiries and issues related to tax. * Maintain CPA status in good standing and stay updated with the latest industry trends and regulations. * Handle the preparation and review of… more
- Coinbase (New York, NY)
- …of Institutional Allocators (Pensions, Sovereign Wealth Fund, Endowments, Foundations, Wealth platforms, HNW and UHNW). * Drive maintenance and growth of the CBAM ... client base. * 10%-20%: Assisting in creation and maintenance of marketing collateral, in concert with the head of Marketing & IR. *What we look for in you (ie. job requirements):* * 7+ years of institutional sales experience at top tier global institutional… more
- Vanguard (Malvern, PA)
- …who will manage a sales Book of Business of High Net Worth ( HNW ) self-directed clients who have sales opportunity and/or external share of wallet propensity. ... You will drive business growth and add client value by implementing an effective client outreach and book of business strategies. By using your advanced sales skills, you will conduct high-touch, targeted prospecting activities, including cold calling and… more
- PrincePerelson & Associates (Salt Lake City, UT)
- …reputable and established team in providing investment and wealth planning for HNW and UHNW clients, offering an exceptional experience to deepen existing client ... relationships, cultivate new opportunities and increase the growth of the firm. **Responsibilities:** + Advise and educate individuals and families by delivering personalized investment solutions and providing guidance in retirement, tax management, investment… more
- Wipfli LLP (Chicago, IL)
- …degree in Accounting + Active CPA license + 10+ years of experience in HNW tax planning, compliance, and consulting in public accounting + Deep understanding of ... estate, gift, and trust tax laws and their application. + Experience with advanced estate planning including reviewing and summarizing legal documents (not drafting) associated with estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and… more
- Wipfli LLP (Detroit, MI)
- …degree in Accounting + Active CPA license + 10+ years of experience in HNW tax planning, compliance, and consulting in public accounting + Deep understanding of ... estate, gift, and trust tax laws and their application. + Experience with advanced estate planning including reviewing and summarizing legal documents (not drafting) associated with estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and… more