Private Wealth Services
4 weeks ago
As the Private Wealth Services Tax Director, you'll lead the team's production of primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients - all with the resources, environment, and support to help you excel. You'll collaborate with the Private Wealth Services Tax team and make recommendations on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day one, you'll be empowered by high quality tools and resources to thrive in your role to meet client needs, deliver high-value solutions, and help you achieve more, confidently.
Your day-to-day may include:
* Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client's other advisers, such as attorneys and financial asset managers
* Attract and mentor talented professionals
* Oversee the efforts of multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; market, sell, design, and implement tax-planning strategies for clients and manage to budget
* Develop and maintain new business and client relationships, both with existing Firm clients and new clients
* Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews
* Research and consult on various tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax arenas; utilize tax-related software to prepare and process returns and research tax matters
* Respond to inquiries from the IRS and other tax authorities
* Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships
* Lead and support business development activities, such as identification, proposal development and other pursuit activities at clients
* Other duties as assigned
You have the following technical skills and qualifications:
* Bachelor's degree in Accounting - CPA or licensed member of the Bar or Enrolled Agent designation (with Masters Degree) required
* Minimum ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in in public accounting or a combination of industry and public accounting experience
* You have experience in dealing with family units with $25 million and above in net worth, and a proven track record of implementation of tax strategies
* You have excellent analytical, technical, and tax accounting/technology skills You have exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
* You have strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills
* You have the ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment
* You can travel as needed
#LI-MW5, #LI-POST
At Grant Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It's what makes us different, and we think being different makes us better.
-
Private Wealth Services
1 month ago
Reno, United States Grant Thornton Full timeAs the Private Wealth Services Tax Director, you’ll lead the team’s production of primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients – all with the resources, environment, and support to help you excel. You’ll...
-
Private Wealth Services
1 month ago
Reno, United States Grant Thornton Full timeAs the Private Wealth Services Tax Director, you’ll lead the team’s production of primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients – all with the resources, environment, and support to help you excel. You’ll...
-
Experienced Private Investigator
2 months ago
Reno, United States Command Investigations Full timeJob DescriptionJob DescriptionLocation: Reno, NevadaCompany: Command InvestigationsPosition Type: Part-TimeExperience: Minimum 5 years of private investigation experience required (Please DO NOT apply if you don't meet the minimum years of experience)Residency: Must be a resident of NevadaAbout Us: Command Investigations is a leading private...
-
Financial Planning Associate
6 days ago
Reno, United States TCI Wealth Advisors, Inc. Full timeJob Type Full-time Description The Financial Planning Associate (FPA) is part of the client facing service team of advisory professionals fulfilling TCI's mission to empower purpose filled lives. The FPA will perform a wide range of planning and research related tasks including analyzing financial data, administering planning software, composing client...
-
Wealth Management Consultant
2 weeks ago
Reno, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Sales Executive
2 weeks ago
Reno, United States Ridge Line Services Full timeRidgeline is a privately funded FinTech startup determined to modernize investment management software. Our founder and CEO, Dave Duffield, has spent the last four decades building and growing values-based enterprise software companies, including PeopleSoft and Workday. Our employees bring a mix of tech, finance, and investment management experience to our...
-
Client Service Associate
4 weeks ago
Reno, United States Stifel Full timeSummary Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s)...
-
Client Associate
4 weeks ago
Reno, United States UBS Full timeYour role Are you truly service oriented? We are looking for a Client Associate to: * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * plan team marketing events and maintain marketing materials Join us At UBS, we embrace flexible ways of working when the role permits....
-
Administrative Assistant
2 weeks ago
Reno, United States TalentLink Solutions Full timeOur firm has been serving the Reno community for over 30 years. In today’s sophisticated financial world, we offer a wide range of products and services to determine the best fit for our clients. In partnership with individuals and businesses, we support wealth management services, employee benefits, employer-sponsored retirement plans. Our philosophy is...
-
Administrative Assistant
2 weeks ago
Reno, United States TalentLink Solutions Full timeOur firm has been serving the Reno community for over 30 years. In today’s sophisticated financial world, we offer a wide range of products and services to determine the best fit for our clients. In partnership with individuals and businesses, we support wealth management services, employee benefits, employer-sponsored retirement plans. Our philosophy is...
-
Administrative Assistant
2 weeks ago
Reno, United States TalentLink Solutions Full timeOur firm has been serving the Reno community for over 30 years. In today’s sophisticated financial world, we offer a wide range of products and services to determine the best fit for our clients. In partnership with individuals and businesses, we support wealth management services, employee benefits, employer-sponsored retirement plans. Our philosophy is...
-
LPN for 1.1 Patient Care
7 days ago
Reno, United States Maxim Healthcare Services Full timeMaxim Healthcare is actively recruiting for a Licensed Practical Nurse for private duty nursing. This includes responsibilities such as providing one-on-one patient care in a home setting, administering medications, monitoring vital signs, assisting with activities of daily living, communicating with the patient's family and healthcare team, and maintaining...
-
Client Associate
7 days ago
Reno, United States UBS Full timeYour role Are you truly service oriented? We are looking for a Client Associate to: • educate clients on account services and capabilities • help with the preparation of reports and other materials for client meetings • plan team marketing events and maintain marketing materials Your team You'll be working in the Reno office. The team has several...
-
Enrolled Agent
3 weeks ago
Reno, United States Dunham & Associates Investment Counsel, Inc. Full timeJob DescriptionJob DescriptionENROLLED AGENT (EA)Dunham Trust Company (DTC) offers a wide range of traditional trust services designed to meet virtually any client need, from custodial accounts and safekeeping of assets, to family trusts, wealth management and investment options. Headquartered in Reno, Nevada, DTC was chartered in 1999. The firm also has...
-
Enrolled Agent
1 month ago
Reno, United States Dunham & Associates Investment Counsel, Inc. Full timeJob DescriptionJob DescriptionENROLLED AGENT (EA)Dunham Trust Company (DTC) offers a wide range of traditional trust services designed to meet virtually any client need, from custodial accounts and safekeeping of assets, to family trusts, wealth management and investment options. Headquartered in Reno, Nevada, DTC was chartered in 1999. The firm also has...
-
Enrolled Agent
2 weeks ago
Reno, United States Dunham & Associates Investment Counsel, Inc. Full timeENROLLED AGENT (EA) Dunham Trust Company (DTC) offers a wide range of traditional trust services designed to meet virtually any client need, from custodial accounts and safekeeping of assets, to family trusts, wealth management and investment options. Headquartered in Reno, Nevada, DTC was chartered in 1999. The firm also has executive offices in Las Vegas,...
-
Enrolled Agent
1 week ago
Reno, United States Dunham & Associates Investment Counsel, Inc. Full timeJob DescriptionJob DescriptionENROLLED AGENT (EA)Dunham Trust Company (DTC) offers a wide range of traditional trust services designed to meet virtually any client need, from custodial accounts and safekeeping of assets, to family trusts, wealth management and investment options. Headquartered in Reno, Nevada, DTC was chartered in 1999. The firm also has...
-
Investigator
5 days ago
Reno, United States Ethos Risk Services Full timeJob Description Job Description Ethos Risk Services is continuing to expand our team of Private Field Surveillance Investigators ! We are looking for Experienced Licensed Investigators in the Reno area to investigate fraud and conduct covert surveillance in the field (from your vehicle). Ethos Risk is one of the largest and most respected fraud...
-
Investigator
6 days ago
Reno, United States Ethos Risk Services Full timeJob DescriptionJob DescriptionEthos Risk Services is continuing to expand our team of Private Field Surveillance Investigators!We are looking for Experienced Licensed Investigators in the Reno area to investigate fraud and conduct covert surveillance in the field (from your vehicle).Ethos Risk is one of the largest and most respected fraud investigations...
-
Environmental Planner
2 weeks ago
Reno, United States NCE | Engineering & Environmental Services Full timeAre you looking for a new opportunity in the environmental field? Do you thrive working on interdisciplinary teams? Do you enjoy complex regulatory compliance challenges? Is a flexible work schedule important to you? NCE is actively recruiting for an Environmental Planner with strong CEQA/NEPA experience to join our Environmental Group. This flexible...