with high-net-worth clients and their families. Understand clients' financial goals, objectives, and family dynamics. Provide... tax laws and advise clients on tax-efficient strategies. Work closely with legal professionals, financial advisors...
: Bachelor's or Master's degree in Accounting, Finance, or related field. Certified Public Accountant (CPA) highly preferred. 5.... Strong understanding of financial accounting principles and audit methodologies. Excellent leadership and team management skills...
fundraising goals. This currently encompasses management of capital project contributed income and related financial oversight, in... Producing Director and an outside accountant, keeping the Starr's income tracking up to date. Offering fundraising support...