Private Wealth Services

3 weeks ago

Reno, United States Grant Thornton Full time

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

  • Private Wealth Services

    5 days ago

    Reno, United States Grant Thornton LLP Full time

    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...

  • Private Wealth Services

    2 weeks ago

    Reno, United States Grant Thornton Full time

    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...

  • Experienced Private Investigator

    4 weeks ago

    Reno, United States Command Investigations Full time

    Job 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...

  • Client Service Associate

    2 weeks ago

    Reno, United States Stifel Full time

    Summary 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

    2 weeks ago

    Reno, United States UBS Full time

    Your 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 time

    Our 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

    3 weeks ago

    Reno, United States TalentLink Solutions Full time

    Our 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...

  • Client Associate

    1 week ago

    Reno, United States UBS Full time

    Your 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...

  • Client Associate

    7 days ago

    Reno, United States UBS Full time

    Your 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 members all...

  • Enrolled Agent

    3 days ago

    Reno, United States Dunham & Associates Investment Counsel, Inc. Full time

    Job 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

    4 weeks ago

    Reno, United States Dunham & Associates Investment Counsel, Inc. Full time

    Job 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...

  • International Tax M

    2 days ago

    Reno, NV, United States Universal Health Services Full time

    Looking for an exciting EP position with opportunities for growth and a team that supports work-life balance? Join our dynamic cardiology private practice with 25+ years of experience in the Reno-Tahoe area! Enjoy the outdoors and be part of a group that is dedicated to patient care.   This is not a J1 or H1-B visa sponsorship opportunity.    Physician...

  • Financial Advisor Assistant

    4 weeks ago

    Reno, United States Sierra Executive Solutions Inc Full time

    Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Financial Services client company's Licensed Advisor Assistant to support Financial Advisor(s) in the organization. This position is available for immediate hire and is replacing a respected, tenured employee who is retiring.Description: The Licensed Advisor Assistant plays a...

  • Financial Advisor Assistant

    4 weeks ago

    Reno, United States Sierra Executive Solutions Inc Full time

    Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Financial Services client company's Licensed Advisor Assistant to support Financial Advisor(s) in the organization. This position is available for immediate hire and is replacing a respected, tenured employee who is retiring.Description: The Licensed Advisor Assistant plays a...

  • Branch Service Manager- Moana Branch

    1 week ago

    Reno, United States Nevada State Bank Full time

    ** Branch Service Manager- Moana Branch** **** New Committed to our state since 1959, Nevada State Bank keeps a focus on customer service of the highest standards. We strive to attract and retain the best and the brightest talent. Nevada State Bank is looking for colleagues who do the right thing, present a can-do spirit, provide accountability, and act as...

  • Community Surgeon

    1 week ago

    Reno, NV, United States Universal Health Services Full time

    Great Basin Orthopaedics (GBO), a premier private practice serving Northern Nevada for over a decade, is expanding its team and looking for a Board Eligible/Board Certified Hand Surgeon to join us.   Established Practice: Join a thriving team of six full-time orthopedic surgeons and over 60 dedicated staff members, providing top-notch care to our...

  • Podiatry Surgeon

    4 weeks ago

    Reno, NV, United States Universal Health Services Full time

    Great Basin Orthopaedics (GBO), a premier private practice serving Northern Nevada for over a decade, seeks a Board Eligible/Board Certified Orthopaedic Foot and Ankle Surgeon to expand our successful practice in Reno, Nevada.   This is an excellent opportunity to build upon an already successful practice in a beautiful community.   Lucrative private...

  • Fiduciary Advisor, VP Reno, NV

    2 weeks ago

    Reno, United States International Search Consultants Full time

    ISC’s team of Financial Services Recruiters are partnering with a prominent Multi-Family Office & Trust Company on a Fiduciary Officer, VP role in Reno, NV. The Reno office is expanding and the team’s looking to add a Trust professional providing solutions for UHNW clients. The company provides a collaborative, high touch approach managing client...

  • Property Assistant

    6 days ago

    Reno, United States Colliers Full time

    Make your next move an expert one. At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities. Why Colliers? Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our...

  • Billing Coordinator

    3 weeks ago

    Reno, United States Dunham & Associates Investment Counsel, Inc. Full time

    Job DescriptionJob DescriptionBILLING COORDINATORDunham 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, Dunham Trust Company was chartered in 1999. The...