Senior Tax Advisor, Private Client Wealth
$84k - $110kBDO USA
BDO USA in Los Angeles is seeking a Tax Senior for its Private Client Services team. The role involves providing tax compliance and consulting services to high-net-worth individuals and families. Ideal candidates will have a bachelor’s degree in accounting or finance, with CPA certification preferred, and at least two years of relevant experience. The position offers a competitive salary range of $84,000 to $110,000 depending on experience and qualifications. #J-18808-Ljbffr BDO USA
$146k - $200k
BDO is looking for a Tax Senior Manager in Los Angeles to assist in providing tax compliance... ...consulting services to high net worth clients. The ideal candidate will have significant... ...personal income, estate, gift tax, and wealth retention strategies, with a Bachelor’s...SeniorPrivate client- ...Senior Wealth Advisor Discover your future at Citi. Working at Citi is far more than just a job... ...investment services to an Ultra high Net Worth client base in the United States. Manage... ...develop financial strategies with the Private Bankers. Conduct sophisticated...SeniorPrivate client
$70k - $120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments... ...investment services to an Ultra high Net Worth client base in the United States. Manage... ...develop financial strategies with the Private Bankers. Conduct sophisticated...SeniorPrivate clientFull time$70k
...The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in... ...investment services to an Ultra high Net Worth client base in the United States. Manage... ...develop financial strategies with the Private Bankers. Conduct sophisticated...SeniorPrivate clientFull timeWork at office$100k - $275k
...of America in Los Angeles seeks a skilled professional to lead client management, identifying business development opportunities and... ...relationships. Candidates should have over 12 years of experience in private banking and be able to demonstrate strong interpersonal and...SeniorPrivate client- JPMorganChase is seeking a Relationship Manager in Consumer and Community Banking to manage high-net-worth client relationships across banking, lending, and investments. You will be involved in understanding client needs and providing targeted advice to help them maximize...SeniorPrivate client
$34k - $90k
Dormont Manufacturing Co in Beverly Hills seeks a Senior Registered Client Service Associate to provide exceptional support to financial advisors and clients. In this role, you will build trusted client relationships, assist with transactions, and educate clients on digital...SeniorPrivate client$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...providing advice and guidance to clients on tax planning, compliance, and strategy... ...and increased efficiencies. As a Senior Associate you shall analyze...SeniorFull timeH1b$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type:... ...advice and guidance to clients on tax planning,... ...creative tax solutions. As a Senior Associate you will... ...tax technical business advisor Demonstrating familiarity...SeniorFull timeH1b- PowerToFly is seeking a Senior Registered Client Service Associate in Beverly Hills, California. This role involves providing exceptional service to clients and supporting Financial Advisors in enhancing client relationships and executing transactions. The ideal candidate...SeniorPrivate clientWork at office
$70k - $200k
The Financial Advisor is a strategic professional who stays abreast of developments within... ...investment services to an ultra high net worth client base in the United States. Manage... ...jointly develop financial strategies with Private Bankers. Conduct sophisticated economic and...SeniorPrivate client$84k - $110k
BDO in Los Angeles seeks a Tax Senior for the Private Client Services. This role involves preparing complex tax returns and mentoring associates while serving high net-worth clients. Ideal candidates have a relevant Bachelor's degree, two years of experience, and excellent...SeniorPrivate client$118k - $170k
Masterworks is looking for a Private Wealth Associate to join their gallery sales team in Beverly Hills, California. This role focuses... ...events, driving sales activities, and collaborating with Senior Advisors towards shared targets. The ideal candidate will have 1-3 years...Private client$80k - $115k
...Tax Senior Associate Opportunity ID 8035 Department Tax Location... ...and relationships, solutions to address clients' unique business goals and risks, and... ...Flow Through Entities and Family Offices, Private Client Services practice with a focus on...SeniorPrivate clientPrivate practiceLocal areaFlexible hours3 days per week- ...Citigroup Inc. is seeking a Private Banker Sr. Principal in Los Angeles, CA. The role requires... ...focused on Ultra High Net Worth (UHNW) clients. In this pivotal position, you will... ...financial solutions to meet their complex wealth management needs. The ideal candidate...Senior
- A financial services firm is seeking a Senior Private Client Lending CRE Officer to manage direct lending solutions for high-net-worth clients... ...autonomy to build a high-quality loan portfolio while ensuring compliance and rigorous risk management. #J-18808-Ljbffr BBF WealthSeniorPrivate client
$190k - $250k
...Mid‑Senior Estate Planning Attorney | High‑Net‑Worth Clients Salary: $190,000 – $250,000 per year. About... ...client is a highly respected private‑client law practice... ...fiduciary administration, and wealth‑transfer strategies. The... ..., asset protection, and tax‑sensitive structures....SeniorPrivate clientPrivate practiceLocal area$169.38k - $207.02k
U.S. Bank is seeking a seasoned wealth management expert to handle complex client relationships for high net worth clients. This position focuses on retention and growth, requiring a strong commitment to client needs. Candidates should have over 10 years of wealth management...Senior- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing and managing client relationships, providing expert financial planning advice, and contributing to business development in a collaborative...Senior
- ...West Enterprise Company ("Manhattan West") is seeking a Wealth Advisor to join our Private Wealth team. This is an excellent opportunity to join a modern... ...as comprehensive wealth management services to a global client base spanning 36 U.S. states and 28 countries. POSITION...Private clientLocal area
- ...professional in Los Angeles to manage medium to large size high net worth client relationships. This role involves building a team of Banking,... ...'s degree, along with 10+ years of relevant experience in wealth management. Strong relationship management and analytical skills...Senior
$200k - $300k
Citi Global Wealth brings together the full power of... ...entire continuum of wealth clients. The unified business... ...offices through Citi Private Bank, operates in the affluent... ...and externally at a senior levels. Negotiations... ...implications. Serve as a trusted advisor to clients who...Private clientFull time- A financial services company in Los Angeles seeks a seasoned Wealth Relationship Management Sr. Analyst to build and deepen client relationships, especially in the affluent segment. This role requires strong analytical, financial skills and the ability to anticipate client...SeniorFull time
- An established industry player is seeking a Wealth Foundations Advisor to join their expanding team in Los Angeles. This role involves taking ownership of client relationships and delivering tailored financial strategies to high-net-worth families. You'll leverage best-...Senior
- A financial services firm in California seeks a Wealth Advisor to provide comprehensive wealth management advice to high-net-worth clients. The ideal candidate will have a Bachelor's degree, at least 5 years of relevant experience, and Series 65, CFP, or CFA credentials...Senior
- A leading global financial services firm is seeking an experienced Private Banker in Los Angeles. The role involves managing client relationships, advising on wealth management, and acquiring new clients. Candidates should have over 6 years of experience in Private Banking...Private client
$200k
NorthCoast Asset Management in Los Angeles is looking for a Wealth Advisor, Vice President to manage high-net-worth clients. You’ll inherit an established clientele and focus on developing relationships and driving revenue growth without sourcing new clients. The ideal...Senior$83.92k - $125.88k
Citi is looking for a Wealth Relationship Management Sr. Analyst in Los Angeles, CA. This seasoned professional will manage client relationships, offering financial solutions and services tailored to affluent and High Net Worth clients. The role demands strong analytical...Senior$100k - $275k
Dormont Manufacturing Co is seeking a Client Manager in Beverly Hills, California. In this... .... With a minimum of 12 years in private banking and financial services, you will... ...bank's resources, and provide comprehensive wealth management solutions. This position offers...Private client$162.1k - $270.1k
...goal met through the acquisition of new clients from internal and external sources, and the... ...of solutions for a comprehensive wealth management strategy for individuals, business... ...Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess the client’s...SeniorTemporary workWork experience placementLocal area
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