Tax Partner: Global Family Office for UHNW Wealth
RSM US LLP
A leading professional services firm seeks a Tax Partner to lead tax engagements and advise high net worth families. This role demands over 12 years of experience in public accounting, with a focus on complex family office taxation. Ideal candidates possess a CPA or JD, with exceptional client and communication skills. This position offers a competitive benefits package and the opportunity to work in a dynamic environment in San Francisco. #J-18808-Ljbffr
- ...the middle market globally, our purpose is to... ...RSM. Affluent families around the world face... ...and growing their wealth. Whether derived... ...corresponding family offices - often oversee... ...serves as a trusted partner, supporting... ...resources, operations, tax, technology, risk...Work at officeTaxLocal area
- Client: Elite Investment & Wealth Management Firm. Role Locations: Hybrid (SF & NY). Roles: Family Office Advisors & Financial Planners (Experienced), UHNW. Overview True front‑office UHNW exposure... ...—you’re driving strategy on tax planning, financial planning, estate...Work at officeTax
- ...client service team, the Wealth Management Associate is... ...in our Exclusive Family Office with the services provided... ...financial projections, income tax projections and various... .... A strategic partner once compared us to “a... ...reviewing tax returns of UHNW individuals (personal,...Work at officeTax
- ABOUT THIS JOB The Private Family Office provides proactive financial counseling... ...investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk... ...Founded in 1869, we are a leading global investment banking, securities and...Work at officeTaxApprenticeshipWork experience placement
$85k - $270k
Asset & Wealth Management, Private Wealth Management, GS Family Office, Trust Relationship Manager, Vice President... ...within a leading global financial institution.... ...beyond, which may include tax and estate planning,... ...business development lead, partnering closely with Private...Work at officeTaxFull timeTemporary workPart time- A prominent accounting firm in San Francisco is seeking an experienced Tax Partner to lead tax engagements and provide innovative solutions for family offices and ultra high net worth families. The ideal candidate will have over 12 years of public accounting or family office...Work at officeTax
$85k - $270k
YOUR IMPACT As a Family Office Advisor, you will be instrumental... ...of significant wealth, and you will continue... ...investment review, income tax preparation and planning... ...Philanthropic Advisory: Partner with clients to craft and... ...1869, we are a leading global investment banking,...Work at officeTaxFull timeTemporary workPart time$85k - $160k
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Lifestyle Services, Associate - San... ...management capabilities and global reach. Our Private... ..., which may include tax and estate planning, philanthropic... ...and third-party partners. Identifying areas of...Work at officeTaxFull timeTemporary workPart time- ...Northern Trust Corp is seeking a Director II, Family Office Solutions in San Francisco, to lead relationships with Ultra High Net Worth (UHNW) clients. The successful candidate will provide tailored wealth management strategies, navigate complex financial landscapes, and...Work at officeFlexible hours
$206.5k - $300k
Private Wealth Strategist - Merrill Strategic... ...high net worth (UHNW) individuals and families to deliver... ...Management (PWM) team, partnering with advisors... ...succession, global asset allocation... ...individuals. Strong tax, legal research,... ...in Microsoft Office Suite (Word,...Work at officeTaxPrivate practiceShift workDay shift- ...Wealth Strategist San Francisco, California... ...to an in-office culture with specific... ...Group, works with UHNW individuals and families to provide objective... .... The role partners with Merrill Advisors... ...succession, global asset allocation,... ...individuals ~ Strong Tax, legal research...Work at officeTaxPrivate practiceWork from homeShift workDay shift
$236.56k - $414.12k
Director II, Family Office Solutions page is loaded##... ...500 company, is a globally recognized, award-... ...and over 22,000 partners, we serve the... ...Ultra High Net Worth (UHNW) client relationships... ...all aspects of wealth management for UHNW... ...transfer, and tax services.* Develops...Work at officeTaxTemporary workFlexible hours$106.25k - $125k
...Advisors has been helping families amplify and simplify... ..., business management, tax, estate, insurance, and... ...00 million, our family office model - which integrates... ...and challenges. Regis Wealth Advisors work hand-in-hand... ...closely with internal partners across portfolio...Work at officeTaxTemporary workLocal areaRemote workMonday to FridayFlexible hours- A leading investment firm in San Francisco is seeking experienced Family Office Advisors and Financial Planners. In this role, you will drive the strategy on tax and financial planning for ultra-high-net-worth clients. The ideal candidates will have experience with clientele...Work at officeTax
- A leading global investment firm is seeking individuals to provide comprehensive financial planning for ultra-high net worth clients. The... ...including client interactions, preparing financial reports, and tax returns. Ideal candidates will hold a Bachelor's degree and have...Work at officeTax
- RSM US LLP is seeking an experienced Tax Partner in San Francisco, California. This role requires a Bachelor's degree in Accounting with a CPA License and at least 12 years of public accounting experience. As a Tax Partner, you will lead tax engagements, advise clients...Work at officeTaxFlexible hours
$106.25k - $125k
...Advisors has been helping families amplify and simplify... ..., business management, tax, estate, insurance, and... ...00 million, our family office model – which integrates... ...and challenges. Regis Wealth Advisors work hand-in-hand... ...closely with internal partners across portfolio...Work at officeTaxTemporary workLocal areaRemote workMonday to FridayFlexible hours- ...Vice President, Family Engagement & Governance At JPMorgan Wealth Management, we have been... ...-High Net Worth (UHNW) team members and families... ...effectively, partnering with team directors... ...in Microsoft Office Suite including Word... ...learning science, law, tax, finance, or accounting...Work at officeTax
$322k - $376k
...to the Chief Operating Officer and oversee both company... ...each primary business partner requires. A reasonable... ...with fund accounting and tax on shared workflows,... ...as the firm expands its global footprint Act as the COO... ...identity, age, marital or family status, disability,...Work at officeTaxFor contractorsLocal area2 days per week- ...offers a pathway to Wealth Management through... ...branches and offices as needed. The successful... ..., individual tax rules, insurance,... ...with individuals and families ranging from... ...leaders & practice partners without daily contact... ...they bring to our global workforce are directly...Work at officeTax
- ...worth individuals and families to enjoy a full life,... ...to preserve their wealth for future generations... ...and brand presence.* Partner with internal marketing... ...transfer, family office services and tax optimization* Through... ...ambition to be the leading global ultra high net worth...Work at officeTaxPermanent employmentTemporary work
$75k - $160k
...Description Private Wealth Management (PWM)... ...worth individuals and families, as well as select... ...capabilities and global reach. Our Private... ...which may include tax and estate... ...its full potential Partner with internal and... ...York, we maintain offices around the world....Work at officeTaxFull timeTemporary workPart time$103.6k - $189.7k
...you succeed in a globally connected powerhouse... ...Capital Markets, Wealth and Asset Management... ...dedicated tax technical services... ...alongside our practice office professionals who... ...to investors and families, you'll use your experience... ...diverse ecosystem partners, EY teams can...Work at officeTaxSummer holidayLocal areaFlexible hours$162k - $240k
...insurance for you and your family, with employer... ...Savings Accounts Pre-tax accounts for Health FSA... ...paid coordinated company office closures throughout the... ...deliverables, support partner-facing requests, and improve... ...via this link. OpenAI Global Applicant Privacy Policy...Work at officeTaxFull timeLocal areaRelocation packageFlexible hours$76k - $125.3k
...you succeed in a globally connected powerhouse... ...Capital Markets, Wealth and Asset Management... ...dedicated tax technical services... ...alongside our practice office professionals who... ...to investors and families, you’ll use your experience... ...diverse ecosystem partners, EY teams can...Work at officeTaxSummer holidayLocal areaFlexible hours$95.4k - $180.4k
...to the middle market globally, our purpose is to... ...RSM. Affluent families and their family offices face increasingly complex... ..., and growing their wealth. Whether derived... ...serves as a trusted partner, supporting families... ...investment operations, tax, technology, risk,...Work at officeTaxTemporary workWork experience placementInternshipLocal area$80k - $110k
...Unlock the Boundless Horizons of Tax, Valuation, and Business... ...force with the most extensive global presence among professional services... ...engagements for single-family office clients. Our FOS... ...recruiting for family office, wealth management, private investment...Work at officeTaxFull timeH1bLocal areaWork visa- Corient is a leading global ultra‑high‑net‑worth wealth manager that empowers clients to secure their... ...visibility and brand presence. Partner with internal marketing, product... ..., investments, wealth transfer, family office services and tax optimization. Through a robust...Work at officeTaxPermanent employmentTemporary workFlexible hours
- ...Tax Partner - Partnership Taxation POSITION SUMMARY: Our client'sresponsive, partner-led Tax... ...In addition to tax professionals in our offices across the United States, our National Tax... ..., state and local tax services, private wealth services, tax reporting and advisory,...Work at officeTaxLocal area
$95.2k - $119k
...Marqeta's Senior Administrative Partner to our Chief People Officer (CPO) , you will provide... ...work in a distributed global environment Nice-To-Haves... ...contribution and after tax contributions Equity in... ...Stock Purchase Program Family-forming benefits, fertility...Work at officeTaxRemote workFlexible hoursShift work
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