Tax Senior Individual 1040 HNI - Bengaluru

Withum empowers clients with innovative tools to address accounting, tax, and business management needs. · Key Responsibilities · Manage US Individual & Business tax returns, financial statements, and statutory requirements. · Counsel on U.S. tax rules applicable to U.S Persons a ...

Provide corporate tax services devise plan and execute tax strategies research potential tax issues Prepare review returns for corporate partnership or individuals including federal foreign state local tax return estimated payments extensions Support Tax Staff in delivering coach ...

We are looking for TAX Senior to join our team. · TAX Services Team delivers quality tax solutions to public and privately owned middle-market companies, · not-for-profit organizations, and high net worth individuals. · Participate in client engagements by providing corporate, · ...

Participate in client engagements by providing corporate, partnership and individual tax services; devise, plan and execute tax strategies and research potential tax issues. · ...

+Job summary · Manage and prepare tax returns for individuals. · +ResponsibilitiesPrepare tax returns for individuals. · Provide expertise in US individual taxation. · ...

Looking for Sr. Wealth Manager with 7+ yrs in HNI acquisition, advisory & portfolio mgmt. · ...

We are seeking an experienced Tax Manager to join our team. As a Tax Manager, you will be responsible for leading teams of analysts and providing support in process implementation, staffing and new hire training. · You will have the opportunity to develop junior and senior team m ...

Wealth manager required to handle book size and acquire HNI/Ultra HNI clients. · Manage client relationships. · Provide PMS, Stocks, Mutual funds, Insurance etc services. · ...

Wealth Manager: Manage high net worth individual (HNI) clients' portfolios and provide personalized investment advice. · ...

Wealth manager responsible for acquiring preferred clients and generating AUM from them. · Maintain client relationships. · Generate AUM from preferred clients. · ...

The Wealth Manager will be responsible for acquiring preferred clients, maintaining client relationships and generating AUM from preferred clients. · To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio · ...

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Advising HNI/Ultra HNI clients on currency & commodity products. · Individually handling clients with the book size of 25 lacs & above. · Creation of revenue & Activation of clients through effective Advisory. · ...

Wealth manager for family office. Responsible for acquiring preferred clients and maintaining client relationships. Advise HNI/Ultra HNI clients on investments and managing their financial portfolio. · To achieve budgeted targets in terms of number of clients/volume of business a ...

+ Acquires preferred clients (HNI/Ultra HNI) · + Maintains client relationships and generates AUM · + Advises on investments and manages financial portfolios · + Coordinates with product teams for investment decisions · + Organizes business development activities+ ...

Wealth Manager responsible for acquiring preferred clients (HNI/Ultra HNI), maintaining client relationships and generating AUM from preferred clients. · ...

We are seeking a highly experienced State Head Sales with 15+ years of experience in financial services. The role requires proven expertise in managing zonal teams / area heads, driving large-scale revenue, and building deep relationships within the HNI & UHNI segment. · About th ...

We are seeking an experienced Tax Manager 1040 (HNI) to manage and review U.S. individual tax returns for High-Net-Worth Individuals (HNI). The role involves handling complex tax situations, providing strategic tax planning, and ensuring compliance with federal, state, and local ...

Roles and Responsibilities · Manage relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs) to acquire new clients for wealth management services. · Identify cross-sell opportunities for existing clients across various banking products such as deposit ...

PLEASE GO THROUGH THE JOB DESCRIPTION IN DETAIL AND APPLY ONLY IF YOUR PROFILE IS RELEVANT · About the Company · Grandbull Projects LLP is a fast-growing, quant-driven financial advisory firm offering structured, · high-yield investment solutions. We cater extensively to High-Net ...