Senior Underwriter, Ultra-High Net Worth Credit
$98k - $162.5kBank of America
A leading financial institution located in Westlake Village is seeking a Senior Credit Underwriter. This role demands 10+ years of experience in commercial or private wealth management, focusing on ultra-high-net-worth clients. Responsibilities include evaluating credit worthiness, financial analysis, and ensuring adherence to policies for complex loan products. The position offers a competitive salary range of $98,000 to $162,500 annually, based on experience and skills, with various benefits aimed at supporting employee wellness and growth. #J-18808-Ljbffr Bank of America
$98k - $162.5k
...responsibilities include documenting credit analysis, independently assessing... ...monitoring portfolio performance. The Senior Credit Underwriter (SCU) partners closely with the Credit... ...to support credit decisions for ultra‑high‑net‑worth clients—including individuals, family...SeniorHigh net worthWork at officeShift workDay shift$98k - $162.5k
Bank of America is seeking a Senior Credit Underwriter in Westlake Village, California, responsible for performing risk assessments and... ...Credit Advisors to develop lending relationships with ultra-high-net-worth clients. The ideal candidate has over 10 years of credit...SeniorHigh net worth$98k - $162.5k
NACBA is seeking a Senior Credit Underwriter in Westlake Village, CA, to perform risk assessment and document credit analysis for ultra-high-net-worth clients. The candidate will partner with Credit Advisors to deliver tailored lending solutions while managing a complex...SeniorHigh net worthFull time- ...Senior Credit Underwriter - Custom Lending - Global Wealth & Investment Management Saint Louis, Missouri;Chicago, Illinois; Westlake... ...comprehensive financial analysis to support credit decisions for ultra‑high‑net‑worth clients—including individuals, family offices, trusts,...SeniorHigh net worthWork at officeShift workDay shift
$86.25k - $172.5k
...Fairygodboss is seeking qualified candidates for a role focused on credit structuring. The position entails preparing offerings for complex transactions while ensuring compliance with internal policies and external regulations. The ideal candidate should possess a Bachelor...Senior- A leading accounting firm in California is seeking a Tax Senior Manager to oversee tax planning and compliance for ultra-high net worth clients. This role includes supervising a team and fostering client relationships while operating in a hybrid work environment. The ideal...SeniorHigh net worth
- Holthouse Carlin & Van Trigt LLP in California is seeking a Tax Services Manager focused on high net worth individuals. You will lead engagements and manage teams of seniors and staff accountants while delivering compliant tax planning and advisory services. The role requires...SeniorHigh net worth
$140k - $180k
Tax Manager / Senior Manager - High Net Worth Individuals Tax Manager / Senior Manager - High Net Worth Individuals 2 weeks ago Be among the first 2... ....00-$170,000.00 2 weeks ago Senior Tax Manager - Remote - Ultra High Net Worth Individuals Agoura Hills, CA $140,000.00-$1...SeniorHigh net worthFull timeWork at officeLocal areaRemote workWork from home- ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. The role offers a hybrid working... ...environment. Oversee tax planning and compliance for ultra‑high net worth individuals and families, especially clients in the financial...SeniorHigh net worthPrivate practiceWork at officeLocal areaFlexible hours
$140k - $180k
...which include private and public companies, high-net-worth individuals, and family offices. We also... ...income tax workpapers Leads teams of seniors and staff accountants Oversees planning... ...week ago Senior Tax Manager - Remote - Ultra High Net Worth Individuals Agoura Hills,...SeniorHigh net worthFull timeWork at officeLocal areaRemote workWork from home$86.25k - $172.5k
...with internal/external customers. Provides recommendations for credit structuring. Serves as subject matter expert for certain asset... ...assigned portfolio. Coaches and/or reviews the work of other underwriters and fills in for manager as required. Contacts internal/external...SeniorFull timeTemporary workPart timeWork experience placement$55 - $72.19 per hour
Senior Client Manager (CPA or EA) Specializing in Trust Tax Returns Thousand Oaks, California... ...CPA practice with a 30-year legacy of high-touch service from our light-filled... ...contact for fiduciaries, trustees, and high-net-worth individuals, providing tax expertise and...SeniorHigh net worthHourly payFull timePart timeWork at officeRemote workMonday to Friday$140k - $185k
...responsible for the following: Provides tax compliance and advisory services to High Net Worth Individuals including their closely related businesses, trusts, and exempt organizations Leads teams of seniors and staff accountants Oversees planning and scheduling of engagements...SeniorHigh net worthWork at officeRemote work- Senior Tax Manager - Partner Track (Thousand Oaks, CA) Location: Thousand Oaks, California... ...and individual tax engagements, ensuring high‑quality, compliant deliverables. Advise... ...held businesses, partnerships, and high‑net‑worth clients. Develop new business: Identify...SeniorHigh net worthWork at office
$55 - $70 per hour
...Privity CPA Partners PC About the job CPA - Senior Client Manager Senior Client Manager (CPA... ...CPA practice with a 30-year legacy of high-touch service from our light-filled... ...portfolio of A- and B-tier business and high-net-worth clients, becoming their first call for every...SeniorHigh net worthHourly payFull timePart timeWork at officeRemote work$85k - $105k
...Senior Tax Associate - Fully Remote Salary $85,000 - $105,000 + bonus (up to 20% of salary, paid quarterly) Requirements Bachelor’s or... ...individual tax returns. Proficiency in CCH Axcess and CCH Engagement. Highly motivated to grow in your career and enjoy working in a fast-...SeniorHigh net worthRemote work$140k - $180k
...services to our clients, including private and public companies, high-net-worth individuals, and family offices. We also specialize in serving... ...you! The Estate/Gift/Trust tax group is seeking a Manager or Senior Manager with a strong background working with high-net-worth...SeniorHigh net worthWork at officeRemote workHome office2 days per week- ...Senior Fund Accountant At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make... ...global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and...SeniorHigh net worthLocal area
$110k - $140k
...their top tier partner! If you are a Tax Senior with Big 4 and complex flowthrough experience... ...team skills, positive attitude, and high ethical standards. Qualifications: To qualify... ...entities and their associate high net worth owners. 6. Strong interpersonal and relationship...SeniorHigh net worthLocal areaRemote workFlexible hours$65k - $105k
Job Summary We are seeking a Senior Bookkeeper for a direct hire opportunity with a boutique... ...who work together to deliver high-quality accounting, tax filing, bookkeeping... ...including ongoing bookkeeping, bill pay, credit card activity, and account maintenance....SeniorWork at office- ...FM Affiliated is looking for a Production Underwriter to join the Los Angeles Office . The FM... ...underwriting strategies to optimize net retentions that effectively balance both... ...10 face-to-face visits a month to ensure high visibility. New risks must be pre-qualified...SeniorFlexible hours
$140k - $185k
...to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving... ...~ Has proven experience in leading and supervising a team of seniors and staff accountants ~ Can learn, teach, and supervise in...SeniorHigh net worthWork experience placementWork at officeRemote work$64.97k - $111.6k
...properties, and large losses. We are looking for an experienced and highly skilled professional to contribute to our dynamic team. You will... ...account or consider financing through our State Farm Federal Credit Union! Take a Little You Time! You will have access to our...Full timeWork experience placementWork at officeLocal areaRemote workWork from homeFlexible hours$80k - $90k
...Development Program - Financial Advisor to work in Westlake Village, California. This role involves developing relationships with high-net-worth individuals, delivering personalized investment recommendations, and managing a productive practice. Candidates should hold...High net worth$55k - $65k
...tax firm is seeking a Tax Planning Sales Consultant to enhance its advisory division. Candidates will match business owners and high net worth individuals with tailored tax planning packages. Responsibilities include conducting discovery calls, calculating projected tax...High net worth- ...Deliver Bank of America's core banking and investment solutions Interact with banking customers, small business owners, and higher net worth clients Requirements Aptitude in obtaining required industry licenses Must be self-disciplined in managing time and capacity...High net worth
$60k - $120k
EP Wealth Advisors, Inc is seeking a Wealth Advisor in Westlake Village, California. This role focuses on providing comprehensive service to existing clients and assisting in developing new business leads. Candidates should have a business degree, be goal-oriented, and ...High net worth$75k - $150k
...property operations. This role involves performing in-depth evaluations of complex transactions, drafting submissions to credit agencies, and ensuring high standards of customer service. The ideal candidate will have a Bachelor's degree and at least 3 years of industry...Senior- ...experience in financial analysis. Responsibilities include conducting in-depth analyses, working on complex transactions, and liaising with credit departments. This role offers a competitive salary and a comprehensive range of benefits, including medical, dental, and generous...Senior
- ...analyses and driving end‑to‑end solutions across connecting systems. What We Look For We seek self‑motivated individuals who thrive in a high‑demand, performance‑driven environment, recognize team accomplishments over personal accolades, and excel at solving complex client...SeniorWork experience placementSummer holidayFlexible hours
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