Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,400 employees in 21 U.S. and International offices. This year, we were rated one
Job Summary: The Core Tax Services (“CTS”) Manager – ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance,
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations.
Overview When you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence, earning us
About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior
Your Opportunity Schwab’s Personal Trust Services (PTS) organization provides personal trust products and services to Schwab clients, including individual investors, beneficiaries, RIAs, and corporate fiduciaries. PTS products and services are provided through Charles Schwab Trust Company, Charles
For this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of:$81,000 - $118,000 This role may also be eligible to receive a discretionary
Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of
SpaceX was founded under the belief that a future where humanity is out exploring the stars is fundamentally more exciting than one where we are not. Today SpaceX is actively developing the technologies to make this
About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior
The Opportunity FutureSight is seeking a Co-Founder & CEO to lead Weli AI, a B2B WealthTech venture. This is a co-founder partnership with meaningful founder equity, not a salaried executive role. Weli AI is an embedded
The Opportunity Compliance at U.S. RIAs, broker-dealers, and wealth fintechs still runs largely on manual review — analysts reading marketing materials line by line, scanning communications for keywords, and reviewing trades and trade requests by hand. Across
Your Future Team Bel Air Investment Advisors, an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals, families, trusts and foundations, targeting clients with $20 million or more in investable assets. We
Your Future Team Bel Air Investment Advisors, an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals, families, trusts and foundations, targeting clients with $20 million or more in investable assets. We
Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all
Freeman Mathis & Gary is a dynamic and growing 500+ lawyer national litigation firm, with thirty-nine offices in twenty-one states. We are seeking an Associate Attorney with experience in handling Commercial Litigation matters to join our
Senior Compliance Specialist Marketing Material Review District Partners has been exclusively retained by a nationally recognized, rapidly scaling wealth management firm that is redefining the future of advisory services. Known for blending high-touch client experience with
Hines Associate - Asset Management When you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation
Senior Associate - Cost Segregation Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as
Manager, International Tax Services Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. Were continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have