and other Senior Staff Members. Duties/Responsibilities: Prepare and review complex corporate, partnership, high net worth...We are currently working with a established CPA firm that is looking to add a professional Tax Manager to their growing...
institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices... private fund administrator, we offer a full suite of financial products to our clients, from general accounting and tax...
-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families...Firm Summary: Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax...
investment portfolios to meet client objectives within risk parameters in an after-tax framework. In working with high-net-worth... and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth...