- Perkins & Co (Portland, OR)
- We are looking for a seasoned tax manager to join our high net worth and legacy planning practice. To be successful in this role you should have substantial ... experience working with high net worth individuals and the trust and estate issues that often go hand in...we invite it, support it, and celebrate it. Our tax and audit teams may be spread across the… 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… 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… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- Description Our successful Robert Half client is seeking an experienced Tax Manager to join their growing organization. This role is working on very interesting ... Tax with a variety of entities (partnership, trusts, HNW individuals, non-profits etc.) in a more quality-of-life environment....plus; CPA preferred -Experience with high net worth individual tax , partnership, trust , estate tax … more
- Robert Half Finance & Accounting (San Jose, CA)
- …environment. Responsibilities: * Oversee the preparation and review of corporate, partnership, LLC, trust , and HNW individual tax returns. * Provide ... Description We are offering an exciting opportunity for a Tax Manager - Public in San Jose, California. This role operates within the industry, executing tasks… more
- Wells Fargo (Austin, TX)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Special Needs Trust Manager - Fiduciary Manager Working at Wells Fargo | ... variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets,… more
- Truist (Tampa, FL)
- …of America) **Please review the following job description:** The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to deliver ... with information discovery and client goal identification for prospective HNW clients. Analyze prospective client investment portfolios; develop investment strategy… more
- BMO Financial Group (Chicago, IL)
- …clients with comprehensive wealth planning advice and solutions encompassing financial, tax , succession, philanthropic, will, estate and trust planning in ... wealth planning for High Net Worth / Ultra High Net Worth ( HNW /UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge… more
- Citigroup (Boston, MA)
- …+ In-depth knowledge of wealth management services, with a focus on estate planning, tax strategies, and business succession for HNW and UHNW clients. + Strong ... economic progress. We strive to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive… more
- JPMorgan Chase (San Francisco, CA)
- … trust and estates, financial planning, insurance, alternative investments, tax considerations, and other related areas. + A self-confident, proactive ... as an ongoing resource to clients * a Wealth Manager that acts as the day-to-day manager ...* an Insurance Specialist for certain clients * a Trust Officer in instances where we deliver trust… more