Private Wealth Principal
Bonadio · New York City, NY · All 19 Bonadio jobs
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Required skills
- Tax
- Compliance
- Leadership
- Business Development
- Networking
- Communication Skills
- Microsoft Office
Nice to have
- Risk Management
- Mentoring
- Process Improvement
- Reporting
- Scheduling
- Recruitment
About the job
Overview: The Bonadio Group is seeking an experienced tax professional to join our Private Wealth Tax Services team. This role will serve high-net-worth and ultra-high-net-worth individuals, multi-generational families, family offices, trusts, estates, and related investment entities. This individual will lead complex client relationships and engagements, develop future leaders, deepen the Firm's capabilities, and drive growth in the private wealth market through strong…
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Source: Bonadio's careers site
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