High Net Worth Tax Specialist

1 week ago

Bengaluru, Karnataka, India beBeeTaxProfessional Full time ₹ 15,00,000 - ₹ 28,00,000
Job Opportunity

We are seeking a highly skilled and experienced tax professional to join our team.

  • This position involves working closely with high-net-worth families, managing their estates, trusts, and private foundations.
  • Responsibilities include preparing and reviewing complex tax returns for individuals and entities, including Forms 1040, 1041, 1065, and 1120S.
  • The ideal candidate will possess strong analytical and communication skills, with the ability to identify and resolve inconsistencies in client documentation.
  • Key qualifications include experience in business taxation, proficiency in Microsoft Excel, and familiarity with Go-systems or CCH tax software.

Preferred qualifications include certification as an Enrolled Agent (EA) or Certified Public Accountant (CPA).

  • Successful candidates will demonstrate excellent organizational and time management skills, with the ability to work under pressure and meet deadlines.
  • Our team is committed to delivering exceptional service and ensuring compliance with all relevant regulations and laws.
  • We offer a collaborative and dynamic work environment, with opportunities for growth and professional development.

Key Skills:

  • Tax preparation and review
  • Client relationship management
  • Analytical and problem-solving skills
  • Communication and interpersonal skills
  • Organizational and time management skills

  • High Net Worth Individuals Tax Professional

    1 week ago

    Bengaluru, Karnataka, India beBeeTax Full time ₹ 1,04,000 - ₹ 1,30,878

    Job Title: High Net Worth Individuals Tax ManagerJob DescriptionWe are seeking a highly skilled and experienced tax professional to join our team as a High Net Worth Individuals Tax Manager. In this role, you will be responsible for managing a portfolio of high net worth individual clients, providing expert advice on tax planning and compliance, and leading...

  • High Net Worth Relationship Specialist

    2 weeks ago

    Bengaluru, Karnataka, India beBeeRelationship Full time ₹ 1,20,00,000 - ₹ 2,50,00,000

    Job SummaryWe are seeking a highly skilled High Net Worth Relationship Specialist to join our dynamic team. As a key member of our team, you will be responsible for identifying and building long-lasting relationships with high net worth individuals and families.Your primary focus will be on client acquisition, engagement, and retention. You will work closely...

  • High Net Worth Relationship Specialist

    4 days ago

    Bengaluru, Karnataka, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Overview:We are seeking a highly skilled and experienced High Net Worth Relationship Specialist to join our team. As a key member of our organization, you will be responsible for delivering exceptional customer service and building long-term relationships with high net worth individuals.Your primary objective will be to acquire, enhance, and retain...

  • High Net Worth Financial Advisor

    2 weeks ago

    Bengaluru, Karnataka, India beBeeWealth Full time ₹ 15,00,000 - ₹ 28,00,000

    Job TitleWealth ManagerAbout the RoleAcquire and advise high net worth individuals on their wealth management needs.Create a sales funnel by conducting client meetings and virtual presentations.Organize seminars, workshops, and other business development activities to build relationships with affluent clients.Key Responsibilities:Maintain client...

  • High Net Worth Portfolio Manager

    2 weeks ago

    Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Financial Portfolio StrategistThe primary objective of the Financial Portfolio Strategist is to efficiently manage high net worth portfolios by utilizing expertise gained from previous experience in private banking or asset management.Key Responsibilities:Develop and implement tailored financial plans that address client needs and goals, and conduct regular...

  • High Net Worth Relationship Manager

    2 weeks ago

    Bengaluru, Karnataka, India beBeeRelationship Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job Title: Elite Client Acquisition SpecialistThis role involves developing and maintaining strategic relationships with high net worth clients, providing them with tailored banking solutions to meet their needs. The ideal candidate will have excellent communication skills, a strong understanding of trade and commercial assets, and the ability to work in a...

  • Financial Solutions Specialist

    2 weeks ago

    Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878

    High Net Worth Individual Financial Services SpecialistJob Description:• Identify and acquire new high net worth individual clients through effective relationship building, market research, and client engagement strategies.• Develop and implement comprehensive financial assessments for clients to create personalized wealth management and investment...

  • High Net Worth Financial Manager

    2 weeks ago

    Bengaluru, Karnataka, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,20,00,000

    Job Summary:We are seeking a skilled professional to manage the financial portfolios of high-net-worth individuals. The ideal candidate will have experience in wealth management, private banking, and client relationship building.Key Responsibilities:Build lasting relationships with affluent clients through impactful presentations and continuous...

  • High Net Worth Client Relationship Manager

    4 days ago

    Bengaluru, Karnataka, India beBeeWealth Full time ₹ 6 - ₹ 8

    Job OpportunityWe are seeking a skilled Senior Wealth Manager to lead our client acquisition and relationship management efforts. Our firm is focused on delivering customized investment solutions to high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs).Key Responsibilities:Acquire and manage HNI/UHNI clients with a focus on long-term...

  • High Net Worth Investment Advisor

    2 weeks ago

    Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 60,00,000

    Investment Expert Role">Job Overview: We are seeking a seasoned investment professional to complement our team of successful relationship managers. As an investment expert, you will play a pivotal role in advising high net worth clients on their financial portfolios.">Develop and strengthen client relationships by demonstrating an in-depth understanding of...