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The Senior Accountant position is within the Financial Reporting unit of a Single Family Office whose primary focus is property management. The position will report to the Assistant Controller. The position is located in Midtown Manhattan.Experience and Education:CPABachelor's degree in Accounting preferredAccounting Experience (3-5...

NEW MIAMI- Our client is looking for a Senior Investment Strategist to consult with their UHNW clients. This person will work closely with the investment committee, writing white papers and being a thought leader within the firm. **Must be bilingual** **Must be in Miami Please email or call if you would like to learn more. JMilner@...

CLIENT Our client family is headquartered in the Southwest and is in the process of increasing staffing levels of its existing family office operations and financial management infrastructure. In addition, the family is migrating certain activities from an office located on the East Coast. The family’s wealth is the result of a highly successful...

CLIENT Our client family is headquartered in the Southwest and is in the process of increasing staffing levels of its existing family office operations and financial management infrastructure. In addition, the family is migrating certain activities from an office located on the East Coast. The family’s wealth is the result of a highly successful...

The Senior Talent Services Partner acts as a full talent related partner to area(s) of the organization, possesses a thorough understanding of their current and future needs, and pro-actively delivers value added Talent Services and consultancy services at the most senior level to meet and exceed those needs. This is a full-time, salaried/exe...

The Director of Shareholder Affairs/Family Office CEO (DSA) is a key collaborator with the family and the business. To be successful in this role, he/she must create and nurture trusted relationships with each family member, the CEO and the COB. A key focus of this role is to ensure that the family and business collaborate in a manner t...

The Family Office Finance and Operations Manager (FOM) is a key partner with the Director of Shareholder Affairs/Family Office CEO (DSA) and the Family Office team that ensures wealth transfer, accounting and financial management services and key operational support is being provided to the family and shareholders in a proactive manner aligned with...

Job Summary: Play an integral role in the family's activities with a high level of responsibility as the point person for evaluating, planning and strategizing investments. Responsibilities include formulating new business proposals, developing company forecasts and valuations, evaluating merger and acquisition scenarios. Associate is expected...

Hallmark is seeking an enthusiastic, skilled Senior Accountant to join our growing team. This role is for someone with a love of numbers and a keen eye for attention to detail. Strong communication skills are essential as is your flair to work in a fast-paced environment. Responsibilities include: Reporting all financia...

The Accountant, Private Taxes provides tax expertise for a variety of areas supporting Charitable and Crown operations. Our Charitable and Crown department operates a private trust company that manages a sophisticated investment portfolio, financial reporting, tax compliance and other services for its clients. Clients include individual...

Tax & Estate Planning CFO Well established, successful organization has an opportunity for an experienced Tax Professional, with CFO skills, who can perform a multitude of Federal, State and Local tax duties for multiple legal entities and personal estates with common ownership. Reporting to the company CEO, you will be responsible for day...

The Administrative Assistant will provide administrative support to CSC, a small single family office, in support of activities for three Principals. The ideal candidate will be expected to build positive, effective relationships with the Principals and external contacts, and possess a knowledge of proper business and personal etiquette.This role r...

PRIMARY OBJECTIVES OF POSITION: To work collaboratively with the members of the Estate Planning, Estate Administration, Trust and Charitable teams to advise clients regarding estate planning strategies; implement estate planning decisions, coordinate services provided by outside legal counsel, review contracts, provide legal support for the Estate...

Play an integral role in the family's activities with a high level of responsibility as the point person for evaluating, planning and strategizing Private equity and direct investments. Responsibilities include formulating new business proposals, developing company forecasts and valuations, evaluating merger and acquisition scenarios. Individ...

Johnson Keland Management, Inc. has an outstanding opportunity for an experienced Financial Manager to join our team in Racine, Wisconsin.Reporting to the Vice President-Finance as a key member of our leadership team, this position will assist with, oversee and provide sophisticated and comprehensive financial oversight and advisory services to cli...