Argos Family Office, LLC, a private multi-family office, is seeking a knowledgeable tax accountant to maintain and service all tax and business advisory needs of assigned clients. Responsibilities include but are not limited to:Preparing federal, state, and local tax returns for pass-through, individual, trust, estate and foundation enti...
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Hallmark's Charitable and Crown group operates a private trust company that manages a sophisticated investment portfolio, provides trust management, financial reporting, tax compliance and other services for its clients. Clients include individuals, partnerships, corporations, trusts and private foundations. We are seeking a Rel...
We are seeking a Director of Private Tax to lead a team responsible for all tax work for the clients of a trust company, including tax compliance, tax planning and advising, tax policy, tax records, and related systems. The Director of Private Tax ensures that the right work processes, roles and talents are in place to suc...
The Ascent division of U.S. Bank’s Wealth Management Group exclusively services UHNW clients with net worth in excess of $75MM. Ascent offers clients a dynamic UHNW platform that provides: open architecture investment management; personalized and sophisticated banking; estate, tax, trust planning and fiduciary services; governance and family ...
The Ascent division of U.S. Bank’s Wealth Management Group exclusively services UHNW clients with net worths in excess of $75MM. The Managing Director, CFO Services will serve as a strategic business planner and subject matter expert for the CFO Services offering within the Wealth Sustainability line of business. As a member of a national tea...
Qualifications:BS Degree in Accounting and/or applicable bookkeeping experience (i.e. thorough understanding of accounting model)Quickbooks experience Exposure to high net worth family a plus Strong PC skills and a good understanding of Microsoft Outlook, Word and Excel Job Responsibilities:Bank and broker reconciliations.General Ledger monthly clo...
International Multi-Family Office is seeking an experienced Marketing professional to work with our South Korea team to expand our services and client base.Wealthy & Wise is an international Multi-Family Office. The management team at W&W has been in the investment advising business for more than 20 years in the USA and provided Family Offi...
As an Investor Relations Associate, you will be responsible for the planning and execution of a comprehensive, proactive, fundraising and investor relations program, including refinement and cultivation of an HNW and Family Office investor network, communicating corporate strategy and investment opportunities, and participating in compliance a...
Executive couple with homes in Manhattan and the Hamptons seeks to hire a Director of Residences to take over the complete oversight, management, and operations of their residences. This is a newly created position for a professional with at least five to seven years of previous experience working in a formal Manhattan home. The ideal c...
We are a NYC based family office looking for a great House Manager / modern-day butler. This is a hybrid role of House Manager, Steward/Butler and Personal Assistant. This is a hands-on role and requires travel both domestically and internationally. We can provide additional details upon request.
Tax and Accounting AssociateDUTIES AND RESPONSIBILITIESPrepare tax returns and calculate related estimated income tax payments for the following types of entities:Fiduciary income tax returns (including Electing Small Business Trusts) and related states where applicableIndividual income tax returns and related statesPrivate Foundation returnsPayrol...
The Associate Financial Planner position provides technical support for the Certified Financial Planner and Executive Director through the Family Financial Planning Office (the “Office”). This position is expected to work in coordination with and report to the Certified Financial Planner with a dotted line to the Executive Director of t...
Willow Street Group is recruiting a Controller to play a lead role in the financial management of Willow Street Group and its affiliate, Willow Street Trust Company. Based in Jackson Hole, WY, Willow Street provides fiduciary and trust administration services to U.S. and international families of wealth. The Controller&nbs...
Leads or supports client management activities with ultra high net worth clients and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing exceptional client experience. Has a book of business that typically consists of the largest and/or most c...
Cozen O'Connor is seeking a Manager for its Trust Operations Department located in Philadelphia, PA. The Trust Operations Manager is expected to maintain a superior subject matter expertise in trust accounting reconciliation best practices, trust systems and trust operations, to manage the Department’s staff, and to have responsibility for the...