- Vaco by Highspring (Boulder, CO)
- Tax Manager (CPA) Vaco/Highspring is conducting a search on behalf of this organization for a Professional Tax Consultant (CPA). Full client details will ... tax expertise into broader financial planning strategies. You'll advise high - net -worth individuals, families, and privately held businesses, helping them… more
- Oregon State University (Bend, OR)
- …Program Representative 2 Job Title Program Representative 2: Volunteer Income Tax Assistance Site Coordinator Appointment Type Classified Staff Job Location Bend ... week), seasonal (November through April), Program Representative 2: Volunteer Income Tax Assistance Site Coordinator position for OSU -Cascades. The position will… more
- Wipfli LLP (Milwaukee, WI)
- …as a strategic advisor to our nonprofit industry clients, delivering high -quality financial insights and overseeing client engagements that drive mission success. ... reporting, working with auditors to complete requests, including functional expense schedule, net asset schedule, and schedule of federal awards, if applicable +… more
- Jobleads-US (Boston, MA)
- … tax -efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra- high net worth families. With ten offices located throughout ... assist in the preparation of financial analytics and reporting for the firm's ultra- high net worth clients Run term, permanent, and private placement… more
- Neuberger Berman (New York, NY)
- …Wealth's largest Private Asset Management teams, the Senior Estate Planner will advise high - net -worth clients on all aspects of trust and estate planning, ... tax strategy, pre-liquidity events, and charitable giving. The role...wealth management preferred + Proven ability to manage complex, high - net -worth relationships with a focus on trust… more
- Neuberger Berman (New York, NY)
- …for constructing and delivering estate planning advice and wealth planning analyses to high - net -worth clients of the firm. Working in conjunction with the firm's ... focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax , estate and risk management strategies utilizing eMoney software + Leading… more
- Neuberger Berman (New York, NY)
- …will provide comprehensive and client service support to the wealth advisor's high net worth clients. **Responsibilities** Client Reporting + Assist generating ... reflect Private Equity activity + Support client requests for statements and tax documents including 1099's and K1's Client Servicing + Perform account maintenance… more
- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups (In-Person OR Hybrid) Department: Tax Location: Austin and/or Round Rock, TX Compensation: ... firm) + Experience providing tax consulting and compliance services to high - net -worth individuals and family groups including personal, estate/gift & trust … more
- Wipfli LLP (Chicago, IL)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... main tax point of contact within our firm for clients + Tax Manager is responsible for clients receiving proactive communication and timely service + Perform… more
- Wipfli LLP (Southfield, MI)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... main tax point of contact within our firm for clients + Tax Manager is responsible for clients receiving proactive communication and timely service + Perform… more
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