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Online Resumes with "High net worth"



Tax Manager 30 years of Experience

PROFILE: CPA MST extensive experience in accounting and taxation. Strengths in: client relationships, tax return preparation and review, communicating with Federal and State tax agencies, representing corporate and individual clients before the Internal Revenue Service and New York State Department of Taxation, developing and maintaining client business and the ability to work on numerous clients at the same time.

Tags for this Online Resume: Audit, Accounting, Financial, Financial Statements, High Net Worth, Monthly Financial Statements, State Tax, Payroll, Quick Books, tax, accounting, controller

Tax Preparer

QUALIFICATIONS Hot Docs Individual Tax Return MS Office Problem Solver Tax Law Analysis Estate Tax Return MS Word Detailed Oriented Tax Planning Fiduciary Tax Return MS Excel Fiduciary Accounting Legal Research Gift Tax Return MS Power Point Trust Administration

Tags for this Online Resume: High Net Worth, Probate, Legal, Research, Securities, Tax Research, Accounting, Certified Public Accountant, Distribution, Estate planning

Legal Assistant - 17 Years of Experience - Near 60631

Tags for this Online Resume: DTE, Secretarial, Acquisitions, Data Entry, Estate planning, Financial Industry, High Net Worth, Legal, Mergers, Mergers and Acquisitions

Tax Manager - 20 Years of Experience - Near 77005

CAREER SUMMARY: Highly qualified attorney and tax consultant with demonstrated expertise in the areas of federal income taxation, with specific attention to employee benefit and compensation issues, and estate planning. Federal income tax and employee benefit and compensation services provided to closely held, as well as publicly held, companies with gross revenues in the range of $5,000,000 - $100,000,000. Estate planning ...

Ideal Companies: Tax Consulting Firms

Tags for this Online Resume: Federal Tax, Benefits, Equity, Wills, Compensation, High Net Worth, Estate planning, Planning, Benefit Plans, ERISA, accounting, tax, excel

Fundraiser

Floor Executed SP 100 derivatives for bank trading desks and Market Makers. Trained personnel in compliance and regulatory behavior. manager of a large executing operation in SP 100 for trading desks and very Phone Clerk handling the orders of clearing Market Makers. 1982-1985

Tags for this Online Resume: Derivatives, Benefits, High Net Worth, P&L, Series 63, Series 7

Marketing manager

Total Work Experience 14 years agencies, Promotions and Marketing for UK. * Diapies Brand Development with P&G UK * Jc Penny Brand Promotions and Seasonal marketing campaigns. * Job Description and Responsibilities

Ideal Companies: Having experience over 14 yrs in luxury brand Sales & Marketing

Tags for this Online Resume: Management, Sales, High Net Worth, Marketing Management, Query, Social Media, Brand Management, Inventory, Banking Industry, Consumer Products, sales, management, automotive

Executive Assistant

Read all incoming and outgoing e-mails as the volume is too extensive for the President to catch all of them. Answer the ones I can and devised a system for him to respond more efficiently to the ones he misses. All senior management knows that I read these since my integrity and ability to keep confidences is paramount in this position. Work with management team responsible for Matrix integration and organization. Prepare ...

Tags for this Online Resume: Billing, High Net Worth, Proofreading, Travel, Management, Accounting, Litigation, Litigation Support, Support, Insurance

Tax Manager

Tags for this Online Resume: Back Office, Benefits, Distribution, High Net Worth, Insurance, Life Insurance, Documentation, Litigation, Mergers, Pc

Loan Counselor

Tags for this Online Resume: High Net Worth, Retail, Underwriting, Documentation, Appraisals, Underwriter, Applications, Accounting, Desktop Computer, Microsoft PowerPoint

Financial Manager, Branch or Department

Pursuing a challenging career that will utilize and develop my skills and financial knowledge while providing excellent customer service to clients at an upscale financial institution.

Ideal Companies: Morgan Stanely, Wells Fargo

Tags for this Online Resume: Investment Management, Management, Account Management, Alternative Investments, Financial, High Net Worth, Insurance, Marketing Management, Mutual Funds, Payroll

Business lawyer seeking corporate or oganization counsel position with the benefit of over forty years in the practice of law

Experience working with high net worth clients and corporate officers and directors. Strategic and legal consulting. Member of the New York Bar only. Enjoys solving problems.

Tags for this Online Resume: White Collar, Litigation, trusts and estates, Corporate law, Business , Investigations, trial experience, Justice Department, Securities, Estate planning, Planning, Fraud, Insurance, Arbitration, Benefits, Procurement, Public Relations, extradition, international law, broadcasting, health care, disability claims, appeals, compliance, writing, analyst, Washington DC, Vero Beach, document review, appellate briefs, corporate counsel, New York, NY

Featured Profile

Senior Mortgage Sales and Credit Risk Specialist - 10 Years of Experience - Near 11743

Results-oriented, innovative professional with extensive mortgage lending experience within the highly competitive financial services industry, credited with achieving excellence in customer service, sales performance, and risk management. Analytical professional skilled at successfully originating, underwriting, and providing detailed analysis of complex income, credit, and loan structures to create custom-tailored opti...

Ideal Companies: Citi, Wells Fargo, Goldman Sachs

Tags for this Online Resume: Underwriting, Management, Wealth Management, Retail, Lending, Sales, High Net Worth, Mortgage, Hub, Management Solutions