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Greenwich Family Office – Hiring Accounting ProfessionalA single-family office headquartered in Greenwich, CT is expanding their accounting team and has created a new position to support the growing needs of the family. The team is collaborative and long-term, and the family is offering top compensation and benefits for the right profess...

The Kataly Foundation, a new family foundation based in the San Francisco Bay Area, is committed to supporting restorative economics, environmental justice, and mindfulness and healing. Kataly’s mission is to support and provide resources to communities and social movements that are exploring new solutions to persistent, systemic problems, wh...

The Kataly Foundation, a new family foundation based in the San Francisco Bay Area, is committed to supporting restorative economics, environmental justice, and mindfulness and healing. Kataly’s mission is to support and provide resources to communities and social movements that are exploring new solutions to persistent, systemic problems, wh...

BKD Private Client Services (PCS) advisors provide sophisticated tax compliance, consulting, and planning services to individuals, families, businesses, fiduciaries, and more. Our professionals include CPAs, JDs, CFAs, and Chartered Financial Analysts. Partnering with our Wealth Advisors, Family Office, and BKDnext teams expand your flexibility to ...

Project ManagementWealth strategist would work in conjunction with existing BKD advisor and external advisors to develop, recommend and implement complex tax and estate plans for clientsWealth strategist would also serve as a point of contact to advise on other gift and estate issues and could connect others throughout the firm as neededWealth stra...

RELATIONSHIP MANAGERRelationship Managers report to the Managing Director and serve as the primary contact person for a family line or group of clients. Relationship Managers are responsible for the coordination of all services for assigned clients and lead family meetings regarding investments, financial and estate planning, banking, borrowing, an...

An established family office supporting a single family with multiple generations, with an office in Greenwich, CT, has created a new position to provide high-level financial support for a New York-based Forbes 400 family. The ideal candidate will possess the following characteristics:Exemplary characterStrong work ethicImpeccable academic cre...

A private family with an office in Atlanta and a large estate property in Western North Carolina would like to hire a detailed professional with strong math and business acumen to provide the principals of a family estate with administrative and operational support while overseeing all aspects of their family office. The right candidate will be an ...

Single family office located in Las Vegas, NV is looking for a qualified investment professional to join our asset management team.Portfolio Manager Summary:Assists Managing Director with creating & monitoring the overall asset allocation strategyAssists Managing Director with communicating asset allocation strategy to the board Assists Ma...

SUMMARY: The Controller is responsible for management of the company’s accounting operations for 50+ entities including C Corp’s, S Corp’s, Limited Liability Corp’s, Limited and General Partnerships, Trusts and Nonprofit entities. Accounting operations include accounts payable, accounts receivable, general accounting, ...

Senior Tax Accountant – Metro Detroit Family Office The family office is a small, collegial, entrepreneurial environment located in a Detroit suburb. The office administers multiple trusts, limited liability companies, and private foundations. The office also provides certain investment and tax services to family members. In ...

The Cox Family Office resides in Atlanta, GA. The founder of this legacy, Gov. James M. Cox, was committed to helping his employees and the communities where they lived and worked. This commitment to service lives on into the 4th generation leader of the family business Cox Enterprises, Inc. Alex Taylor, when he coined his "why" sta...

Organization OverviewFounded in 2012 by Liesel and Ian Simmons, Blue Haven Initiative (BHI) is a single-family office managing a diversified international investment and philanthropic portfolio. As one of the first family offices created with impact investing as its mission and focus, BHI aims to prove that market rates of financial return can be a...

This tax accounting role and the Family Office environment are incredibly unique, varied and highly service-oriented to meet our clients’ needs. The Tax Accounting Manager is responsible for facilitating the entire process of financial statement and tax return preparation for clients and entities, including but not limited to review of inform...

We are seeking an Accounting Director to lead a team responsible for all financial accounting and reporting for the clients of a private trust company. Clients include individual family members, partnerships, corporations, trusts, and private foundations. This is a significant leadership role in the organization and we are looking for som...