Looking for variety and an opportunity to build your career? North Kohala multi-business owners are seeking a full time Sr. Accountant professional with effective and friendly communication skills and a positive attitude. The Senior Accountant has important responsibilities: oversee, evaluate, facilitate, coordinate and orchestrate the financial as...
A small legal, financial and tax services company (known as a “family office”) located in downtown Baltimore seeks a Senior Tax Accountant. The clients of this company are all members of a single large philanthropic family. The family office offers services including tax planning and compliance, estate planning and administration,...
The core element of this role involves assisting family members with various aspects of their personal financial affairs through regular meetings. This is done by serving as the individual family members primary contact and then facilitating a broad range of services as required by each. Participates in family meetings regardin...
-10 Years Experience-Expert in Excel-Travel and calendar management, contact management with CRM systems-6 days/week
What You'll DoThe Family Office Relationship Manager (FORM) is responsible for managing a portfolio of our most sophisticated and highest net worth clients. The FORM is responsible for maximizing client engagement through proactive and frequent communication. Using a dynamic and customized approach, the FORM will coordinate a team of internal a...
Our client, a major family foundation based in Atlanta, is a philanthropic leader in the region and nationally. As a family foundation, the team works very closely with the donor’s family. This position is specifically designed to staff one of the Principals, though it will also report to the Vice President of Programs.The Foundation and Principal ...