Wealth Strategist / Client Development... Remote/Hybrid Job Title: Wealth Strategist / Client Development... Remote/Hybrid Company: **Members Only** Department: Wealth Strategist Team Experience: 10+... years in sales and relationship management Location: Los Angeles, CA (Remote/Hybrid) Salary Range: $180,000-210,000 per year...
Tax Director, Transfer Pricing Los Angeles, CA,... The Tax Director, Transfer Pricing is instrumental in... of our specialty practices (., GVC, Intercompany Finance, M&A, etc.). The Tax Director, Transfer Pricing will drive the... goals of the practice through partners...
Job Title: Wealth Management - Philanthropic Advisor... or region. The advisor works in close collaboration with senior members of the relationship team to address all client needs related to philanthropic planning, wealth planning, estate planning, and... wealth transfer. Key res...
Job Title: Tax Director, Transfer Pricing Job Responsibilities: 1. Transfer Pricing... recommend, and implement appropriate transfer pricing methods and client-specific... solutions. - Apply transfer pricing regulations and identify... efficient strategies to achieve transfer pricing compliance within the... client’s risk profile. - M...
Tax Manager - Private Client Services ID 2025-6639 Job Locations US-CA-Los Angeles The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Services practice within the company, the primary role involves working as part of a team to address complex business issues. The responsibilities include,...
with providing tax and consulting services to high net worth individuals, particularly in areas such as individual income tax, wealth transfer and succession planning,... and international tax. - Handling tax compliance for individual tax clients and working proficiently with specific t...
Title . Private Bank - Private Business Advisory - Executive Director Job Responsibilities - Provide thought leadership and expertise to business owner clients and internal partners. - Discuss transition options and the current market environment in group and one-on-one settings....
Title: Private Banker Job Responsibilities: - Develop and manage client relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Manage overall relationship profitability...
Title: Vice President, Advanced Planning Job Responsibilities: The Vice President, Advanced Planning is responsible for serving as a financial planning and estate planning expert for high-net-worth clients and their advisors at the company. The role involves delivering estate planning guidance and education...
Title: Private Client Manager II Job Responsibilities: The Private Client Manager II is tasked with expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client’s financial needs and the full array of the...
Wealth Transition Services Senior Manager... States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706)... and state level estate tax returns. Work with staff to ensure estate and GST tax returns are completed correctly by required deadlines and under firm processes....
Title: Private Banker Job Responsibilities: - Develop and manage client relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. - Provide integrated financial services advice including banking, credit, asset management, trust and estate planning, and brokerage. - Manage overall relationship profitability...
Title: Private Banker Job Responsibilities: - Develop and manage client relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. - Provide integrated financial services advice including banking, credit, asset management, trust and estate planning, and brokerage. - Manage overall relationship profitability...
Wealth Transition Services Senior Manager... States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706)... and state level estate tax returns. Work with staff to ensure estate and GST tax returns are completed correctly by required deadlines and under firm processes....