Multi-National Financial Services Firm - 25mm-1b+ level clientele ~This position offers advisory work exclusively. ~There is no tax compliance, tax seasons, billable hours, or selling involved. ~Firm will train in all areas of comprehensive wealth planning.
Successful Wealth Management Firm seeks High Net Worth Tax Senior or Manager from public accounting to assist Senior Wealth Strategist with tax and estate planning, charitable giving, wealth transfer, and stock option strategies for UHNW clients (25mm - 1b+).
Requires 3+ years High Net Worth/Individual tax background and strong analytical skills.