Private Client Group Account Manager (HNW)
Dormont Manufacturing Co
Dormont Manufacturing Co is seeking a dedicated professional to manage High Net Worth client relationships, including new and renewal processes. This role involves underwriting, marketing, and providing exceptional client service. The ideal candidate will have a Bachelor’s degree, relevant licenses, and several years of experience in Brokerage. Strong problem-solving and communication skills are essential. The position offers competitive compensation and comprehensive benefits. #J-18808-Ljbffr Dormont Manufacturing Co
- ...Responsibilities Kforce's client, a well-established... ...a highly skilled Tax Manager to oversee a complex, hands... ...closely with other accounting and finance colleagues,... ...experience, ideally within private client services, family office, or HNW-focused environments; CPA...High net worthHourly payContract workWork at officeLocal area
- We are currently working with a well-regarded fund manager, who has a focus on the tax efficient investments... .... Responsibilities Identify and target relevant HNW & Family offices. Work closely with the internal client and investment team to ensure the product is being...High net worth
$130k - $200k
LEVELOCITI, a nationally recognized CPA firm, is hiring for a fully remote HNW Tax Manager role. Candidates with proven experience in tax compliance and advisory for high-net-worth individuals and families are encouraged to apply. The firm emphasizes career development...High net worthRemote job- Aon is seeking a Private Client Account Executive to manage complex personal insurance for affluent clients. This role is responsible for account management, broking solutions, and maintaining strong client relationships. As a virtual position based on the East Coast,...High net worthRemote job
- LEVELOCITI is seeking experienced Senior HNW Tax Managers and HNW Tax Managers to join its Private Client Services. Both roles emphasize serving high-net-worth individuals and families with responsibilities for tax planning, compliance engagements, and mentorship. The...High net worthRemote job
$95k - $120k
...Hnw Personal Lines Account Executive Location: Long Island, NY Schedule:... ...to support a sophisticated private-client book. This is a service-first... ...insurance programs, manage sensitive client relationships... .... About The Misch Group Stone Hendricks Group is...High net worthFull timeWork at officeMonday to Friday- ...Description Job Description Description High-Net Worth Account Manager/Private Client Account Manager We are an independent full-service,... ...our team. Key Responsibilities Supervision of HNW Account Manager(s) Managing a book of business and working...High net worth
$80k - $110k
...Personal Lines Private Client Account Executive A global fintech leader, Acrisure... ...independently but also in groups utilizing internal assistant... ...resources appropriately. Manage the renewal process to... ...experience; preferably working with HNW/Private clientele. ~...High net worthWork at officeImmediate startFlexible hours$80k - $110k
...support together, we connect clients with customized solutions... ...Summary The Personal Lines Private Client Account Executive will provide professional... ..., and claims resources. Manage the renewal process to... ...experience; preference for HNW/Private clientele. Property...High net worthWork at officeImmediate start$100k - $115k
Account Executive - Private Client Services This range is provided by BLACKCLOAK. Your actual pay will be based... ...-makers in family offices and HNW households Illuminate the BlackCloak... ...demonstrations (remote and live), pipeline management and educating prospects about cyber...High net worthFull timeTemporary workWork at officeRemote workWork from homeHome officeFlexible hours- BDO USA, Llp is seeking a Tax Manager for their Private Client Services in New York City. The role involves managing tax and consulting engagements... ...members. Candidates should have a Bachelor's degree in Accounting or related fields, at least five years of relevant...High net worth
- ...professional services firm in New York is seeking a Tax Manager specializing in Private Client Services. The role involves managing tax engagements,... ...offices. Ideal candidates have over 5 years of public accounting experience and hold a CPA or Enrolled Agent license. This...High net worthWork at officeRemote workFlexible hours
$125k - $191k
...Tax Manager Weaver is a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many different... ...our growing firm! We serve a variety of clients in multiple industries from private equity-backed clients and large businesses...High net worthImmediate startFlexible hours- BDO USA is seeking a Tax Manager for their Private Client Services team in New York. This role involves managing tax compliance and consulting services for high net-worth clients, reviewing tax returns, and providing feedback to team members. The ideal candidate must have...High net worth
- Aon Corporation is seeking a Private Client Account Executive to manage personal insurance for affluent clients. The role includes relationship building, brokering policies, and achieving revenue growth. Ideal candidates should have 5+ years of experience in the insurance...High net worthRemote job
- ...and most importantly, the flexibility to manage your personal and professional life to... ...We are looking for a Supervisor in our Private Client Services Tax (PCS) Department. As a... ...experience, preferably in a mid-size public accounting firmCPA preferredPossess advanced...High net worth
- Acrisure, LLC is seeking a Personal Lines Private Client Account Executive for a hybrid role in New York. The role focuses on client stewardship, including exposure reviews and personalized insurance coverage recommendations. The ideal candidate will have 5-7 years of...High net worth
- A leading accounting and advisory firm seeks an experienced Tax Partner for its Private Client Services in New York. The role involves overseeing tax compliance, engaging with clients, and mentoring staff. Ideal candidates will have over 15 years of progressive tax experience...High net worth
$85k - $95k
Yieldstreet is looking for an Investor Support Associate in New York to be the key contact for high-net-worth clients managing private market portfolios. This role demands clear communication and a strong understanding of investment concepts to assist investors effectively...High net worth$95.5k - $195.4k
Job Description As a Private Client Service Tax Manager involved in both compliance and consulting on a variety of projects, strong technical and communication... ...letters, delivery of services, and billing of account. Proactively identify and pursue opportunities to...High net worthWork at officeLocal area£60k - £75k per year
Tax Manager Location: Cumbria Salary: £60,000 - £75,000 (DOE) Job... ...highly regarded independent accountancy practice in Cumbria is seeking... ...corporate and personal tax clients, providing both compliance and... ...advisory services to businesses and private clients. The firm works...High net worthPermanent employmentFull timeFlexible hours- A leading insurance management firm is seeking a Strategic Relationship Manager to expand their... ...on driving new business and managing client relationships while delivering premium... ...commuting distance to an office. #J-18808-Ljbffr Private Client Select Insurance Services LLCHigh net worthRemote jobWork at office
$250k
...Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The... ...growing the existing client business, along with... ...addition to the role of Private Banker, the Team... ...Responsibilities:* Accountable for driving revenue... ...-------**Job Family Group:**Private Client Coverage...High net worthFull timeBank staff$220k - $250k
...mid-senior Trusts & Estates Associate (4+ years) to join its Private Client department in their New York office. The salary range may be $... ...Nationally respected private client platform Sophisticated HNW/UHNW client work Collaborative, team-oriented culture Required...High net worthWork at office- Tax Senior Manager - Private Client Services (PCS) At EisnerAmper we seek dynamic professionals who welcome new ideas, foster innovation, and... ...opportunities. Stay updated on changes in tax laws, regulations, and accounting standards and proactively apply new knowledge to...High net worthLocal area
- ...Tax Manager (High Net Worth & LLC's) Join our progressive public accounting firm as a Tax Manager. You will lead tax strategy for High... ...strategies. Manage client relationships: Act as the primary... ...years in public accounting with HNW and LLC focus. Tech-savvy:...High net worthWork at officeRemote workWork from home
- ...Job Description Job Description Tax Manager: UHNW/Private Client Services New York, NY We're looking for an experienced Tax Manager... ...investment structures. Qualities: ~7+ years of public accounting experience in Private Client Services, Family Office, or...High net worthWork at office3 days per week
- ...from Henderson Harbor Group Connecting skilled Tax... ...Tax Partners, in both private industry and public accounting. We service our clients primarily in the New York... ...development, client relationship management, and practice growth.... ...- $350,000 1 week ago HNW Tax Partner/Director -...High net worthFull time
- ...Executive Search true Tax Director, Private Client Services (HNWI) 120 West 45th Street 10... ...036 US 2019-09-12 2025-07-26 Industry: Accounting / Finance Job Number: 2289 Job Description... ...documentation prepared/reviewed by Managers, Senior Associates and Associates and provides...High net worthRemote work
$90k - $110k
...Job Description Job Description Position: Private Client Account Executive Department: Personal Risk Management Employment Status: Full-Time, Remote Optional Office Location: 22 Vanderbilt New York, NY About Us: Personal Risk Management Solutions...High net worthFull timeWork at officeRemote work
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