This position is responsible for the family office tax compliance, tax planning and accounting for real estate, federal, state and local taxes. Essential Job DutiesOversee the income and estate tax planning for all family members and related entities including the development of long-term tax strategies; coordinate with external tax advi...
Family Office Controller Private single family office seeks a candidate with a minimum of 8 years accounting and wealth management experience to join a team responsible for handling accounting/finance for the owners and their operating businesses. Duties/ResponsibilitiesReport directly to Chief Financial Officer.Coordination of all ...
A well-established East Coast family office seeks to hire a Chief Financial Officer (CFO) to join their senior management team. This role is responsible for all financial, accounting, reporting, staffing, quality control, and service-related activities related to the family office. Must possess strong technical and interpersonal skills to foster cr...
UMB, a family-led, publicly-traded bank holding company with over 100 years of history, seeks an entrepreneurial and driven investment professional to fill the role of Chief Investment Officer of UMB Family Wealth. What You'll DoChair the Investment Committee and take responsibility for the overall direction of the Firm's investment o...
A single-family office based in Greenwich, CT seeks to hire a Senior Financial Accountant to manage financial matters and budgets across several departments as a key member of the finance team. This role is based in the Greenwich area, but involves travel 30-40% of the time to various domestic (25%) and international (15%) properties. Necessar...
Busy executive couple in Bloomfield Hills, MI seeks a professional advisor to become fully integrated into their financial and business lives. This person will understand and oversee their estate/trust planning, investment plans, charitable giving, art collection, taxes, and insurance, as well as provide oversight of budgets for residences an...
A Chicago-based family has created a new position for an accomplished professional to have complete oversight of their personal financial outflow and the administration of their residences and tangible assets. This person will regularly interface the family’s professional advisors, legal and financial, and will be the point person for t...
A Chicago-based family has created a new position for an accomplished professional to have complete oversight of their personal financial outflow and the administration of their residences and tangible assets. This person will regularly interface the family’s professional advisors, legal and financial, and will be the point person for t...
The Associate Director, Wealth Strategy will collaborate and lead client initiatives with other Ascent professionals in the areas of 1) multi-generational wealth and financial planning, 2) trust and fiduciary matters, 3) business and personal tax strategies, 4) charitable planning and 5) business ownership succession planning. Additionally, t...
REQUIREMENTS AND RESPONSIBILITIESProvide support, guidance and advice to family members regarding estate and charitable planning, trusts and miscellaneous legal mattersReview legal documentsJD or legal experience requiredCoordination with other team membersProficient in Microsoft Office productsGreat interpersonal skillsExcellent oral and written c...
Company: SGH Management Company, LLCPosition: Administrative Assistant/Front Desk Coordinator Reports To: Heather Evans (Office Manager/Executive Assistant)Salary: $50,000 - $55,000 (DOE)Hours: 40 weekly 8am – 5pm (Firm start time) About the Company:SGH Management Company, LLC, a single-family office, is seeking a motivated individ...
The Chief Financial Officer will be an integral part of a dedicated and highly skilled executive leadership team, responsible for providing outstanding customized service to our Clients. Maintaining a high level of Client satisfaction is critical to the success of this position. The individual in this role will provide superior leadership and ...
The Director of Property and Asset Management will be an integral part of a dedicated and highly skilled leadership team, responsible for providing outstanding customized service to our clients. Maintaining a high level of client satisfaction is critical to the success of this position. The individual in this role will be responsible for provi...
POSITION: SENIOR ACCOUNTANTCOMPENSATION: Will be based upon skills and experienceRelocation: Not availableResponsibilities:Prepare monthly journal entries to various entitiesReview invoice approval system reportsReview Trial Balances for all entitiesMaintain reconciliations of balance sheet accountsMonitor closing activity tracking work...
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...