+ years as Tax Manager CPA Experience working with UHNW clients Good tenure Open to hybrid 3 in office, 2 remote BS/MS...Title: Tax Manager or Senior Tax Manager Location: Financial District, San Francisco, CA Minimum Requirements : 5...
Business Divisions Global Wealth Management Your role Are estate and tax planning your passion? Does planning... creation of a new “Ultra High Net Worth (UHNW) Plus” client segment and the launch of an enhanced cross-divisional client...