- 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
- 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
- Robert Half Finance & Accounting (New York, NY)
- …a blend of GL and FP& A + Real estate partnership, K1, HNW , C Corp, Trust and Individual tax returns + Individual tax and estate planning + Support the ... Tax and some finance (budgets/forecasting) role. Title is fluid ie Asst. Controller/ Tax Manager . The role will report directly to the Controller with a dotted… 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
- Bank of America (Melville, NY)
- …such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, sale of business entities, ... client solicitation efforts and generating wealth management strategies for our U/ HNW clients and prospects. Develop recommendations and assist Advisors or… more
- BMO Financial Group (Winnetka, 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
- 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