NewTax Director (Senior Tax Manager) JobotTax Director (Senior Tax Manager)Tampa, FL$150,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are mid-sized firm seeking a dynamic and experienced Tax Director - High Net Worth (Partner Path) to join our prestigious finance team.
NewTax Manager x 200K - 230K x South Bay Vaco LLCTax Manager x 200K - 230K x South BaySouth Bay, CA$160,000–$240,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. The Tax Manager will be responsible for K-1s, partnerships, and acting as the main point of contact for all tax related matters in the company in conjunction with working with outside CPA firms.
NewTax Director Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEGTax DirectorBoca Raton, FLProven expertise in managing corporate, partnership, and individual tax matters for closely held businesses, high-net-worth clients, and multi-entity organizations. Skilled in tax planning, compliance, research, and strategic advisory services while maintaining strong client relationships and developing high-performing teams.
Tax Director / Partner – Employment Benefit Plans and Compensation (cpa firm) CPA firmTax Director / Partner – Employment Benefit Plans and Compensation (cpa firm)Palm Beach Gardens, FLRemote$160,000–$400,000 / yearFull timeCandidate will be responsible for general tax compliance, overseeing and managing the tax aspects of deferred compensation, retirement planning and employee benefits for clients. CPA firm seeking a Tax Director/Partner with a specialty in Compensation and Benefits.
NewM&A Tax Manager JobotM&A Tax ManagerCoral Gables, FL$140,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We’re on the hunt for a Tax Manager to join our team in South Florida, where you'll have the chance to impact growing businesses, lean in to your entrepreneurial spirit, and build your expertise in financial advisory and accounting services.
Tax Manager Hybrid Orlando The Performers NetworkTax Manager Hybrid OrlandoWinter Park, FL$115,000–$158,000 / yearFull timeThe position for tax leader will oversee and mentor a team with a great work life balance team. MUST have their CPA or EA The Audit Manager industries are diverse, from EBP, RE, Construction, Technology, NFP etc.
Tax Director / Tax Partner – Financial Services (cpa firm) - Hybrid CPA firmTax Director / Tax Partner – Financial Services (cpa firm) - HybridPalm Beach Gardens, FL$225,000–$500,000 / yearFull timep tabindex="0">The Tax Director / Partner in the Financial Services group will be responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds.
NewTax Principal JobotTax PrincipalFort Lauderdale, FL$220,000–$250,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. From investment management and retirement planning for individuals, to tax full cycle accounting for businesses, we work closely with you to create a tailored plan that meets your needs today and prepares you for the future.
NewSenior Tax Manager - Private Client Services / HNW JobotSenior Tax Manager - Private Client Services / HNWWest Palm Beach, FL$160,000–$199,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. provides a diverse range of family office services including tax compliance, bill pay, payroll, and expense management, philanthropic advising, and estate planning.
NewTax Manager (Hybrid) JobotTax Manager (Hybrid)Sarasota, FL$120,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With a commitment to excellence and community involvement, they strive to empower clients with insightful, strategic guidance tailored to foster growth and financial stability.
NewTax Manager JobotTax ManagerMiami, FL$130,000–$155,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As an innovative and highly professional certified public accounting and consulting firm, we serve as a valued adviser to its clients by providing guidance on important operational and individual matters in both public and private sectors.
NewSenior Tax Manager (Remote) JobotSenior Tax Manager (Remote)Thonotosassa, FLRemote$130,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients, and manage to budget.
NewInternational Tax Manager JobotInternational Tax ManagerSarasota, FL$110,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will have solid comprehension of foreign tax issues such as tax credit calculations and limitations, mutual fund reporting, and the new TCJA rules for international tax.
NewSenior Tax Manager - Hybrid JobotSenior Tax Manager - HybridFort Lauderdale, FL$120,000–$160,000 / yearPartnering with clients to develop comprehensive wealth transition strategies, including cash flow modeling, income distribution planning, business succession, estate preservation, and estate plan implementation. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewTax Manager - Real Estate JobotTax Manager - Real EstateCoconut Grove, FL$130,000–$170,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You won't be disappointed with our company culture., and our recognition as a "best place to work" for 10 consecutive years highlights the exceptional work/life balance we offer our employees.
NewTax Manager or Senior JobotTax Manager or SeniorTampa, FL$95,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Excellent communication skills – oral, written, and interpersonal with the ability to convey information in a clear and concise manner to upper level team members and clients.
NewTax Manager - Trust & Estates JobotTax Manager - Trust & EstatesMiami, FL$150,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Located in South Florida, we are a growing, full spectrum firm that focuses on HNW Individuals, Wealth Management, Audit and complex Business Tax.
NewSenior Tax Manager Kforce Inc.Senior Tax ManagerPlantation, FL$160,000–$200,000Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
NewTax Manager Vaco LLCTax ManagerTampa, FL$115,000–$130,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewTax Manager Kforce Inc.Tax ManagerPlantation, FL$145,000–$175,000Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. 6 + years of public accounting tax experience for mainly corporations & Partnerships; Individual tax experience is a big plus.
Tax Manager – SALT – State and Local Tax (cpa firm) - Hybrid CPA firmTax Manager – SALT – State and Local Tax (cpa firm) - HybridFort Lauderdale, FL$135,000–$175,000 / yearFull timeCPA seeking a State and Local Tax Manager for its staff. The SALT Manager will assist clients with compliance and advisory services,
NewTax Manager (Hybrid) Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEGTax Manager (Hybrid)Miami, FLThis role is focused on helping businesses with tax strategy, ensuring tax compliance, increasing post tax profits, and providing application support to achieve the best corporate tax practices. -Confidently and effectively manage engagements, resources, people, and client expectations to achieve the results required to maintain profitable and lasting client relationships.
NewExperienced CPA/Tax Manager Accountant - Clearwater BJM Employer IncExperienced CPA/Tax Manager Accountant - ClearwaterClearwater, FLAs the Branch Manager you’ll oversee daily operations, coach, hire and inspire your team, strengthen current client relationships and build new ones, and implement strategies to drive performance revenue and review. At BJM Group, we’re more than just an accounting firm we’re a growing network of professionals who value teamwork, innovation, and community impact.
NewTax Manager – Non-Profit (cpa firm) – Hybrid CPA firmTax Manager – Non-Profit (cpa firm) – HybridPalm Beach Gardens, FL$120,000–$150,000 / yearFull timep tabindex="0">CPA firm seeking an experienced Tax Manager to join our growing Not-for-Profit practice.
NewTax Manager / Supervisor – High Net Worth (cpa firm) - Hybrid CPA firmTax Manager / Supervisor – High Net Worth (cpa firm) - HybridFort Lauderdale, FL$120,000–$175,000 / yearFull timeThis person will oversee complex tax engagements for wealthy individuals, families, and related entities (individual, trusts, estates, gift, partnerships) and must have previous HNW experience in review & compliance, tax planning & advisory, client management, supervision & mentoring, and practice development. Overview .
NewDeputy Director System OneDeputy DirectorMiami, FL$125,000–$135,000 / yearMaintain effective working relationships with public housing authorities, government agencies, nonprofit partners, developers, landlords, and community stakeholders. Promote resident-centered program design that reflects community needs and supports long-term housing stability.
NewManaging Director System OneManaging DirectorMiami, FL$145,000–$160,000 / yearDemonstrated success navigating complex regulatory environments and funding mechanisms, including HUD programs and Low-Income Housing Tax Credit (LIHTC) structures. Guide the development of new programs, partnerships, and operational models that expand housing access and improve outcomes for residents.
Director of Finance, Resort Operations - HVO Marriott Vacations WorldwideDirector of Finance, Resort Operations - HVOOrlando, FLo General Finance and Accounting - The ability to perform accounting procedures, proficiently use financial systems technology, and accurately complete general ledger entries; knowledge of database structures in order to obtain financial queries; establish financial statements and forecasts with a good understanding the financials flows and the organizational needs. • Provide oversight to audit processes by conducting property level self-assessments and assisting with internal, tax, and regulatory audits • Prepare data and information to auditors for annual property owners’ association external audit, including clear and concise variance explanations demonstrating a thorough understanding of the financial statements.
Psychiatry Residency Program Director | Florida The Medicus FirmPsychiatry Residency Program Director | FloridaGainesville, FLTop Ranked Location:Gainesville area has superb weather, inexpensive living, nationally-ranked public schools, and multiple year-round indoor and outdoor recreational activities. Position Highlights: Desirable Practice Setting: Work in a well-recognized academic medical center with access to a broad range of specialties and subspecialties.
Family Medicine Residency Program Director | Naples, FL The Medicus FirmFamily Medicine Residency Program Director | Naples, FLNaples, FLOutdoor Recreation: The area offers pristine white-sand beaches ideal for swimming, paddleboarding, and shell collecting, along with kayaking through the wildlife-rich mangrove estuaries of the Ten Thousand Islands. Prime Location:Enjoy a subtropical climate with over 265 days of sunshine annuallyperfect for outdoor enthusiasts who love warm weather.
NewRegional Vice President, Affordable Housing Asset Living Corporate TeamRegional Vice President, Affordable HousingHialeah, FLThe Regional Vice President (RVP) of Affordable Housing Operations oversees a portfolio of residential properties by leading and supporting Regional Managers and their teams. Asset Living's growing portfolio includes a multitude of properties across the country that span the multifamily, single-family home rentals, affordable housing, build-to-rent, active adult, and student housing divisions. .
NewPhysical Medicine & Rehab Residency Program Director HCA Florida Orange Park HospitalPhysical Medicine & Rehab Residency Program DirectorJacksonville, FLWith over 200 days of sunshine per year, no state income taxes, lower cost of living, proximity to 22 miles of beaches, the largest urban park system in the nation, world-class fishing, vibrant street arts scene, and local distilleries and craft breweries, Jacksonville is a top destination to work and live. Documented scholarly activity within the past five (5) academic years such as peer reviews, research publications, review articles, peer-reviewed journals, textbook chapters, case reports or clinical series presentations at scientific society meetings, and participation in committees and educational organizations.
VP Attorney Mergers & Acquisitions Diedre Moire Corp.VP Attorney Mergers & AcquisitionsJacksonville, FL$300,000–$400,000 / yearFull timeCONSIDERED EXPERIENCE INCLUDES: Tax Accountant Attorney Mergers Acquisitions Divestitures Equity Funds Tax JD CPA MBA Representations Warranties Insurance RWI Transactional Risk Insurance #DiedreMoire #JobSearch #JobHunt #JobOpening #Hiring #Job #Jobs #Careers #Employment #jobposting #InsuranceJobs. Seeking Mergers & Acquisitions Manager, Attorney, Accountant or RW Ins Underwriter experience to join team in Representation and Warranty Insurance underwriting position to develop custom policies for buyers, sellers and passive investors risk coverage.
VP M&A Transaction Risks Diedre Moire Corp.VP M&A Transaction RisksJacksonville, FL$300,000–$400,000 / yearFull timeCONSIDERED EXPERIENCE INCLUDES: Tax Accountant Attorney Mergers Acquisitions Divestitures Equity Funds Tax JD CPA MBA Representations Warranties Insurance RWI Transactional Risk Insurance #DiedreMoire #JobSearch #JobHunt #JobOpening #Hiring #Job #Jobs #Careers #Employment #jobposting #InsuranceJobs. Seeking Mergers & Acquisitions Manager, Attorney, Accountant or R&W Ins Underwriter experience to join team in Representation and Warranty Insurance underwriting position to develop custom policies for buyers, sellers and passive investors risk coverage.
Manager Financial Analysis Marriott Vacations WorldwideManager Financial AnalysisOrlando, FLThe Manager Financial Analysis assists the Market Director of Finance, Field Operations (MDOF) or Director of Finance, Field Operations (DOF) by providing leadership, guidance and support with financial compliance and adherence of the management agreement with the nonprofit property owners’ association and the financial and accounting analysis of the on-site ancillary business operations. o General Finance and Accounting - The ability to perform bookkeeping procedures, proficiently use financial systems technology, and accurately complete general ledger entries; knowledge of database structures in order to obtain financial queries; establish Cash flow statements and cash flow forecast with a good understanding the financials flows and the working capital needs.
NewTax Manager – Professional Services (cpa firm) - Hybrid CPA firmTax Manager – Professional Services (cpa firm) - HybridFort Lauderdale, FL$120,000–$175,000 / yearFull timeThe ideal candidate will bring solid experience with 1120, 1120-S, 1065, and 1040 tax matters, as well as demonstrated strength in tax research, planning, and advisory work. CPA firm seeking an experienced Tax Manager to join our Professional Services group.
VP of Land Acquisition Lennar HomesVP of Land AcquisitionFort Myers, FLFull timeLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedInhttps://www.linkedin.com/company/lennar/> for the latest job opportunities.
NewTax Managing Director, State and Local Tax - Sales & Use Tax bdo consultingTax Managing Director, State and Local Tax - Sales & Use TaxFort Lauderdale, FL$157,500–$420,000 / yearThe Tax Managing Director, SALT - Sales & Use Tax is responsible for advising and providing written tax advice to clients of the sales & use tax implications relating to their business objectives, evaluating alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks, and identifying potential changes in the sales & use tax statutes, policies, and regulations. In addition, the Tax Managing Director, SALT - Sales & Use Tax is a critical part of the office’s/ region’s Tax Services leadership team and will act as a source for guidance on complex tax questions and issues.
Tax Managing Director, State and Local Tax - Sales & Use Tax BDO USA PCTax Managing Director, State and Local Tax - Sales & Use TaxFort Lauderdale, FL$157,500–$420,000 / yearJob Summary: The Tax Managing Director, SALT - Sales & Use Tax is responsible for advising and providing written tax advice to clients of the sales & use tax implications relating to their business objectives, evaluating alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks, and identifying potential changes in the sales & use tax statutes, policies, and regulations. In addition, the Tax Managing Director, SALT - Sales & Use Tax is a critical part of the office's/ region's Tax Services leadership team and will act as a source for guidance on complex tax questions and issues.
Tax Director Springline AdvisoryTax DirectorPlantation, FloridaAs a founding firm member of Springline Advisory, we bring expanded capabilities, deeper expertise, and even greater opportunities to serve our clients—while staying true to the personalized, high-touch service and vibrant culture that sets us apart. This role goes beyond technical execution—you’ll shape the future of our tax practice by driving growth, deepening client relationships, and serving as a trusted advisor to business owners and executive teams.
NewTax Director LutzTax DirectorLutz, FloridaFormal Mentor Program | Continuing Education | Leadership Development Program | CPA Exam Fee Reimbursement | CPA Review Course Support | Professional Memberships | Semi-annual Performance Evaluations | Advancement Opportunities | Certification/Professional License Support . Comprehensive Medical, Vision, & Dental Insurance | Healthcare and Dependent Care Flex Spending Accounts | Health Savings Account | Short-term and Long-term Disability Insurance | Life Insurance | Company Wellness Events | Employee Assistance Program .
Tax Director Ascend Partner FirmsTax DirectorOrlando, FloridaAscend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow.
NewTax Director - CPA - REMOTE (DIM1050285) RES Consultant GroupTax Director - CPA - REMOTE (DIM1050285)Tampa, FLRemote$150,000–$180,000As Tax Director, your mission is to lead the firm’s tax department with both hands—serving as the senior technical authority, the primary driver of Tax Advisory Services (TAS) growth, and the leader who develops the people and systems that make it all run. Operational Excellence: The tax department runs with consistency, accountability, and quality—returns are accurate, deadlines are met, strategies are implemented, and the team doesn’t need to be managed to the clock.
Tax Director - Commercial Tax (51287) Citrin Cooperman & Company LLPTax Director - Commercial Tax (51287)Coral Gables, FLProficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise.
Tax Director Ascend Partner Services LLCTax DirectorOrlando, FLAscend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today's industry challenges to reach their full potential. Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow.
Tax Director - Private Companies PricewaterhouseCoopers LLPTax Director - Private CompaniesFL$150,000–$438,000 / yearPreferred Knowledge/Skills: • Demonstrates thought leader-level knowledge and/or a proven record of success directing efforts in assisting companies to understand and assess the tax impact of company business, operations and transactions in multiple jurisdictions, preferably for a global network of professional services firms, law firm or corporate tax department of a multinational company, including in the following areas: • Apply deep understanding of tax compliance and consulting for a variety of entities, including corporations, partnerships, pass-through entities, and Subchapter S corporations; • Demonstrate technical prowess with ASC740; • Identify and address client needs and develop and sustain client relationships; • Use networking, negotiation, and persuasion skills to identify and sell potential new service opportunities; • Prepare and present complex written and verbal materials; • Define resource requirements, project workflow, budgets, billing, and collection; • Lead teams to generate a vision, establish direction, and motivate members; • Create an atmosphere of trust, leverage diverse views, coach staff, and encourage improvement and innovation. Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 8 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity.
Tax Director - Financial Services Madison-DavisTax Director - Financial ServicesBoca Raton, FLA leading public accounting and advisory firm is seeking a Tax Director to provide strategic tax advisory, compliance oversight, and client relationship leadership within its Financial Services practice. The Tax Director will serve as a trusted advisor to clients on complex tax matters while helping drive practice growth, mentoring tax professionals, and contributing to the firm's overall business development initiatives.
Tax Director Springline Advisory Management LLCTax DirectorPlantation, FLPart timeAs a founding firm member of Springline Advisory, we bring expanded capabilities, deeper expertise, and even greater opportunities to serve our clients—while staying true to the personalized, high-touch service and vibrant culture that sets us apart. This role goes beyond technical execution—you’ll shape the future of our tax practice by driving growth, deepening client relationships, and serving as a trusted advisor to business owners and executive teams.
Tax Director Marcum SearchTax DirectorFort Lauderdale, FLMay be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal marketing plan. Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice.
Tax Director - Financial Services State and Local Tax (SALT) TAG EisnerAmper, LLC (Inactive)Tax Director - Financial Services State and Local Tax (SALT)FLMultistate consulting and compliance services, including: Technical review of partnership and corporate state and local tax returns, with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.