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...
CLIENT Our client family is headquartered in the Midwest and is a well-established office serving the business and investment enterprises of two wealthy families, including two G1 households (primary) and six G2 households (secondary). The family’s wealth is the result of highly successful businesses, as well as a significant diverse portfoli...
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...
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers.As a Senior Relationship Strategist within Hawthorn, PNC Family Wealth, you will be based in Baltimore. *Job Profile : Leads relationship management activities with ne...
We are looking for a controller or senior accountant who has experience in multiple asset clasees in real estate and private equtiy. In RE, they should have experience with investing in residential income producing, hotel, mutlif-amily and development of residential multi-family. YARDI experience is a must5-7 years experienceDebt originai...
Looking for my right-hand to work with the foudner & CEO very closely. I am looking for a shadow who can travel with me when needed, and who has expeirence working with a CEO who has multiple different business ventures.Use Salesforce IQ, database management tools and online research to help organize our prospecting database.ResponsibilitiesWor...
The family office serves on a confidential basis the financial and personal needs of a single multigenerational family.The Senior Accountant will be assigned a variety of accounting, analysis, tax preparation and bookkeeping work necessary to meet the needs of the company. Duties will include activities primarily for individuals and trusts an...
Ascent Private Capital Management of U.S. Bank is offering a 90 day Summer Associate opportunity during the summer of 2018, located in our national office in San Francisco, CA. Start and end dates for this program are flexible and subject to student availability. Over the course of the program, the most qualified candidate will have the oppor...
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...
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...