- Robert Half Finance & Accounting (Greenwich, CT)
- Description Tax Director - HNW / Partnerships. Our client a Wealth Administration firm based in Greenwich, CT is adding to their team. This role works ... and offers an exciting opportunity to lead and manage high-net-worth tax strategies, oversee partnership taxation, and ensure compliance with financial regulations.… more
- BMO Financial Group (Chicago, IL)
- …BMO's philanthropic advisory platform, delivering strategic guidance to High Net Worth ( HNW ) and Ultra High Net Worth (UHNW) individuals, families, and family ... vehicles (eg, donor-advised funds, private foundations, charitable trusts) and their tax implications. + Facilitates family conversations around legacy, purpose, and… more
- PrincePerelson & Associates (Salt Lake City, UT)
- **Managing Director , Private Wealth Advisor** Salt Lake City, UT - flexible, hybrid work schedule Our client, a leading investment firm, is searching for a talented ... and experienced Managing Director , Private Wealth Advisor to join a highly reputable...established team in providing investment and wealth planning for HNW and UHNW clients, offering an exceptional experience to… more
- JPMorgan Chase (San Diego County, CA)
- …ability to effectively market and sell wealth management products and services to HNW and UHNW individuals and institutions. + A sound knowledge base of investing, ... trust and estates, financial planning, insurance, alternative investments, tax considerations, and other related areas. + A self-confident, proactive professional… more
- Robert Half Finance & Accounting (Horsham, PA)
- …etc.) seeks an accounting director (controller experience and/or heavy tax planning for HNW individuals/families and/or lucrative mid-sized businesses). As ... Our client, a rapidly growing consulting firm specializing in tax planning and advisory services for small-midsized companies (often...an Accounting Director , you will lead the accounting and advisory teams,… more