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...
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...
We are looking for a corporate and fund controller with experience in the real estate asset management space. The ideal candidate will have worked with GP/LP fund structures, waterfalls and promotes. You also have experience with YARDI and working in a small team environment. You have experience investing in residential real estate (single and mult...
Family OfficeDirector of Finance Equal Opportunity Employer/Disability/Veterans A St. Louis-based, single family office seeks a Director of Finance to provide operational and financial management support for the family’s varied personal, business and foundation interests. The office runs separately from the family’s privately-...
Looking for a client facing PM/ MUST HAVE CFA and MBA This person will be the point of contact for the HNW clients, structuring the portfolios.This is not a sales role but this person will go out with the BDO and help close business This person will be the main point of contact on the relationshipAt least 7-12 years in a client facing role required...
Whittier Trust is the oldest and largest privately owned multi-family office headquartered on the West Coast. Providing exceptional client service and highly customized investment solutions for high net worth individuals and their families to help them reach their long-term goals is our only mission. Our staff of 170 dedicated professionals w...
RESPONSIBILITIES:Manage the full cycle of the accounts payable process including coding, posting, and payments to vendors for multiple clients and entities.Complete bank reconciliations in QuickBooks.Provide excellent customer service to employees and other parties.Recommend process improvements to create greater efficiency and productivity.SKILLS/...
Executive family in Chicago with a broad portfolio of properties across the U.S. seeks a proven leader with at least ten years of private home experience to take on full management of and oversight for their fully staffed homes. The professional in this newly created position will join the existing leadership team and have broad oversight over cons...
The Compardo Team at Moneta Group is looking to fill the following position: A Senior Advisor is an experienced, more tenured Advisor who serves as a trusted advisor to our affluent clients with a primary focus on providing comprehensive guidance regarding risk management, tax, estate planning and investment needs. Senior advisors work closel...
Reporting to the Executive Office Administrator in the office of the Chief Executive Officer, the Executive Assistant assist in the coordination of the day-to-day office operations of the Executive office; performs a wide variety of highly responsible, confidential and complex administrative clerical support tasks as assigned. Prepares meeting agen...