growing CPA advisory firms in the nation, has an incredible career opportunity for a Tax Director, Private Wealth... to join our growing High Net Worth Tax practice in Northern California! Our Private Wealth practice recognizes the unique challenges...
, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning..., and exchange funds) will also be a plus. As the Executive Director, Wealth Planner within J.P. Morgan Wealth Management...
Job Description: About the Role: Grade Level (for internal use): 12 Associate Director - Americas Public Finance... housing tax credits, or community development finance Track record of mentoring and developing analytical talent...
. 5 + years of financial services industry experience Relationship management experience in the private wealth... timely, relevant charitable planning education to partners, advisors, and high net worth clients. Reporting to the Director...