Private Client Advisor
TaxRise
TaxRise is seeking a State Tax Investigation Specialist to build client relationships and represent taxpayers before state agencies and the IRS. You will manage cases, submit Powers of Attorney, and keep precise records while collaborating with internal teams. Strong CRM/tax-management experience, excellent written and verbal communication, and the ability to handle a large caseload in a fast-paced environment are essential. A CTEC certification is required. #J-18808-Ljbffr
$100k - $180k
...About the Role: Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles. Initially, the priority of the role is responsible for identifying...Private clientImmediate start- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You will...Private client
$100k - $275k
...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...Experience, including access to the full array of Private Bank and the bank's capabilities and... ...clients and prospects as their trusted advisor, providing integrated recommendations...Private clientWork at officeFlexible hoursShift workDay shift$250k
...determine technical approaches and strategies for the area. Citi Private Bank’s objective is to further enhance its ability to build... ...with, and service the investment needs of ultra-high net worth clients in the US. Responsibilities Investment counselors joining...Private clientFull timeLocal area- ...Private Client Advisor II Newport Beach, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new...Private clientWork at officeFlexible hoursShift workDay shift
- ...About the job Tax Director About the Role: We are seeking an experienced Tax Director to join our Private Client advisory practice, specializing in tax planning and compliance for high net worth individuals, families, trusts, estates, gift taxation, and...Private clientPrivate practiceLocal area
- ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
$125k - $200k
...focused exclusively on estate planning, trust administration, and private client advisory work. Our attorneys handle sophisticated matters for... ...Work directly with high net worth clients and their advisors to deliver practical, high-quality planning solutions Qualifications...Private clientLocal areaFlexible hours- ...tax compliance; our method focuses on our clients' total financial picture, delivering... ...collaborative team. In this role, you will lead our private client tax services, managing complex... ...directly with external client advisors, including estate attorneys, investment...Private clientSeasonal workWork at officeLocal areaRemote work
$67.5k - $125.8k
...business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking... ...work with Business Development Executives (BDEs) and Client Advisors (CAs) as appropriate to grow and expand referral sources....Private clientMinimum wageContract workLocal areaFlexible hoursNight shift$44k - $115k
...excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on... ...Worth (UHNW) criteria and facilities appropriate routing to Private Client or Personal Lines as needed.* Develops and implements a...Private clientWork at officeLocal area$179.85k - $340.97k
...Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions... ...-market companies in a variety of industries Work alongside private equity firms, strategic clients and investment banks to perform...Private clientLocal areaWorldwide$127.63k - $237.01k
...Client Manager Is primary point of contact and service provider for existing and newly developed relationships. Retains and grows... ...individuals and families within a specific region. Partners with the Private Bankers in business development and relationship management...Private client$132.5k - $205k
...Private Banker Position Sunflower Bank, N.A. is looking for an energetic, highly motivated... ...responsible to build and enhance long-term client relationships with High-Net-Worth individuals and families. As a trusted advisor, this position manages the clients' relationships...Private clientFull timeFlexible hours$120k - $180k
...general counsel and special counsel to cities, counties, and special districts throughout Southern California. We also represent private clients in various practice areas, including Civil Rights, Code Enforcement, Construction, Eminent Domain/Inverse Condemnation,...Private clientFull timePrivate practiceLocal areaRemote work$250k
## Managing Director, Private Banker, Orange CountyApplylocations: Costa Mesa California United Statestime type: Full timeposted on: Posted... ...Responsibilities:*** The position entails growing the existing client business, along with an acquisition strategy for UHNW target...Private clientFull time- ...helping seniors? We are urgently seeking helpers and caregivers for private, non-medical senior care in Costa Mesa, California. This role... ...info: We're looking for private helpers/caregivers for clients on Herewith, a free online platform that makes getting hired and...Private clientFull timeTemporary workPart timeStart working todayLive inFlexible hours
- ...Senior in Indirect Tax, based remotely. You will advise on indirect tax strategies, manage compliance processes for public and private clients, and help optimize tax recoveries. This role involves significant client interaction, leading projects, and skill development within...Private clientRemote workFlexible hours
- ...Infrastructure Group in Orange County. The firm specializes in advising clients on claims related to large public transportation, water, and building projects nationwide, as well as representing private clients in construction litigation matters. Duties Advise clients on...Private client
- ...people's lives every day while building a career in health & fitness. Personal Trainers at Fitness on Fire work with one-on-one clients, semi private clients, and in small group sessions with a 1 to 6 trainer/client ratio. Fitness on Fire offers a competitive base...Private clientBase plus commission
$35 per hour
...Environmental Technician Our client is a fully integrated environmental construction company delivering and implementing turnkey... ...groundwater, stormwater, water/wastewater). They serve both public and private-sector clients with diversified service lines that include soil...Private clientWork at office- ...public law practice. This position offers the opportunity to work directly with cities, special districts, public agencies, and private‑sector clients on complex legal matters that shape communities throughout California. The successful candidate will gain hands‑on...Private clientWork at office
$95k - $185k
...strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services. As a Tech Tax Manager based out of our East Brunswick, NJ; Red Bank, NJ; Whippany, NJ; New York, NY; Princeton, NJ;...Private clientWork at officeLocal area$200k - $350k
...one of the most prominent and successful full-service firms in the nation! We provide high quality legal work to public and private sector clients across a wide range of practice areas. If you're a CA licensed labor & employment looking for a new challenge, great...Private clientFlexible hours$150k - $250k
...one of the most prominent and successful full-service firms in the state! We provide high quality legal work to public and private sector clients across a wide range of practice areas. If you're a CA licensed attorney looking for a new challenge, great culture, and...Private clientLocal areaFlexible hours- ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
$135k - $160k
...under one roof. What started as a small team decades ago has grown into a firm of more than 200 employees, serving public and private sector clients on projects across the country. Why join us? Flexible hybrid schedule FSA + HSA Mentoring and Training programs Competitive...Private clientPermanent employmentFor contractorsWork at officeLocal areaFlexible hours$79.9k - $139.8k
...We're seeking mid-level design engineers with a broad background in environmental site remediation for federal and global private sector clients. Based in the West Coast of the United States, you'll work with other scientists, engineers, subject matter experts, and...Private clientFor contractorsFor subcontractorWork at officeRemote work$95k - $185k
...strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services. As a Tech Tax Manager based out of our East Brunswick, NJ; Red Bank, NJ; Whippany, NJ; New York, NY; Princeton,...Private clientWork at officeLocal area$150k - $200k
...one of the most prominent and successful full-service firms in the state! We provide high quality legal work to public and private sector clients across a wide range of practice areas. If you're a CA licensed attorney looking for a new challenge, great culture, and a platform...Private clientPermanent employmentWork at officeLocal areaFlexible hours
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