- CIBC (San Francisco, CA)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Family Office Client Service Manager, you will provide customized ... implementation, ongoing service, and organizational support. You will also support Family Office Executives and Senior Relationship Managers in providing… more
- Moss Adams LLP (San Francisco, CA)
- ** Family Office Senior** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, ... where you'll have fun while solving complex and interesting business challenges. The Family Office Senior works with high-net-worth families to ensure their… more
- Robert Half Finance & Accounting (Baltimore, MD)
- … and portfolio management decisions. + Maintain and enhance internal controls to safeguard family office assets and investments . + Assist with the ... in a boutique, challenging, and rewarding environment? A prestigious Ultra-High-Net-Worth (UHNW) family office is seeking an Assistant Controller to join their… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Jennifer Fukumae is partnering with an established multi- family office based in San Francisco is seeking a Client Associate to serve as a key ... service across wealth management, financial planning, lending strategy, and family office services. Client Associate - Multi...+ Collaborate with firm leadership on bespoke planning and investment strategies + Serve as a guide and mentor… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …tracking, and alt investment subscriptions + Support philanthropic entities and family office operations with precision + Liaise with custodians, advisors, ... of ultra-high-net-worth clients. As part of a growing team that manages bespoke single- family office structures (not a traditional MFO), you'll work alongside… more
- Maxwell Locke & Ritter (Round Rock, TX)
- Family Office Bookkeeping Associate Department: Tax Location: Round Rock, TX Who We Are Maxwell Locke & Ritter LLP (https://www.mlrpc.com/) is the largest ... (https://www.mlrpc.com/who-we-are/news/maxwell-locke-ritter-named-2021s-1-best-mid-sized-accounting-firm-to-work-for-by-accounting-today/) three times. What You'll Be Doing As a family office associate, you will provide financial… more
- Chick-fil-A (Atlanta, GA)
- …trusts and multiple entities by advising on tax implications related to family investments , real estate holdings, business transactions, and philanthropic ... state, and international tax laws that may impact the family office 's tax strategy. Advise senior management...head of tax, proactive tax planning opportunities that support Family Investment and Cashflow goals. + Assist… more
- Robert Half Finance & Accounting (Darien, CT)
- Description Sr. Tax Accountant - Family Office . 1/2-day Fridays We are looking for an experienced Senior Accountant to join a dynamic family office in ... Requirements * Proven experience in HNW tax and partnership taxaccounting, preferably in a family office or related environment. * Proficiency in Excel and other… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …the firm operates at the intersection of wealth strategy, portfolio management, family office services, and financial operations. Unlike traditional multi- ... and reporting. + Coordinate wires, funding requests, and operational workflows for family office clients. + Support philanthropic operations for client-run… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Robert Half Financial Services is recruiting a Client Service Accounting Associate for a family office . This is a full-time, permanent role based in San ... The company offers a full range of services from investment management and financial planning to tax and philanthropic...+ 3-10 years of accounting or financial operations experience ( family office , trusts, property, or financial services… more