Join Moneta, a leading independent RIA revolutionizing the concept of entrepreneurship. Maintain control and ownership while benefiting from a vast advisor-built platform. Serve high-net-worth families as a Family Office Advisor, delivering top-tier ...
As the Tax Manager for a family office focused on real estate, you'll handle tax compliance, credit options, and strategy to reduce liabilities. Seeking CPA with real estate and HNW client experience to work closely with CEO and external partners. Be...
Exciting opportunity as Senior Accountant at a prestigious Family Office in Morris County, NJ. Requires 3+ years of accounting experience. Responsibilities include financial reporting, cash flow projection, and assisting with audits. Must have a degr...
FCA Partners in Charlotte, NC is hiring an Analyst to support Acquisitions and Asset Management. Responsibilities include financial modeling, market research, preparing investment packages, and assisting in due diligence. Qualifications include a fin...
Seeking an Office Manager for a family office in Santa Fe, NM. Manage office operations, finances, legal matters, and estate planning. Must have 7+ years’ experience in wealth management, a Bachelor’s degree, and CPA firm background. Competitive sala...
Seeking a Family Office Controller-Tax in Youngstown, OH to oversee financial matters for high-net-worth families. Duties include financial reporting, tax compliance, investment accounting, and providing strategic financial guidance. Requires a degre...
Join Walton Enterprises as a Senior Advisor in Family Services, Bentonville, AR. Lead projects, provide top-notch service, ensure holistic support to principals. Mentor team members, stay updated on industry trends. Required: Bachelor's degree, 15+ y...
Seeking a Construction and Development Manager in Englewood, Colorado with 5-10 years' experience in multi-family and industrial real estate. Responsibilities cover project budgets, schedules, design coordination, contract negotiations, and permit ac...
Join our team of financial experts as a Wealth Strategist! Guide clients on wealth planning strategies like estate and income tax planning, business succession, and philanthropy. Requires 5+ years of wealth strategy experience, JD or CPA, with bonus ...
Join Parcion Private Wealth as a Research Analyst, supporting the investment team in serving clients. Analyze portfolios, aid in client communication, and provide investment recommendations. Enjoy a competitive salary, full benefits, and opportunitie...
