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...
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...
Job Summary 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 CPA Bachelor’s degree in Accounting preferredAccounting experi...
The Personal Assistant will work closely with one of three partners in a single family office. Responsibilities include:Completing a broad variety of administrative tasks including managing calendar, preparing correspondence and keeping partner informed and prepared for various meetings and commitmentsArranging complex travel plans, itineraries and...
W&W Family Office Korea is seeking a Busienss Development Manager position to be filled at its Korea location. The ideal candidate will lead initiatives to generate and engage with business partners to build new business for the company. This candidate will be focused and have strong communication skills. They should be able to think...