Senior Partner & Trusted Advisor for HNW Clients (New York)
LeoForce
LeoForce in New York seeks a Director-level CPA with deep experience serving high-net-worth individuals and closely held businesses. You will lead client engagements and develop a team to deliver top-tier service. The role emphasizes strong leadership, exceptional execution, and trusted advisor relationships with clients.
A premium compensation package reflects the scope and impact of the position. Join a firm that values integrity, responsiveness, and long-term client partnerships, with a
#J-18808-Ljbffr- ...ECG Resources, Inc. in New York City is seeking a Senior Tax Manager with deep high-net-worth and private client tax experience to oversee complex returns and tax planning. The... ...on reviewing complex individual, gift, trust, partnership, and foundation returns, collaborating...SeniorHigh net worthFull time
- ...Australia-Employment seeks a Senior Tax Manager for their New York office, focusing on tax compliance and advisory... ...expertise in complex taxation, client service skills, and the ability to manage... ...tax professionals are valued as key advisors in client success. Competitive...SeniorHigh net worthFull timeWork at office
- ...A premiere investment bank seeks a Fiduciary Director to oversee Trust Services in New York. You will manage teams of trust officers, ensure high-quality client service, and handle trust account administration for high-net-worth clients. The ideal candidate has extensive...SeniorHigh net worthFull time
$200k - $260k
...Senior Tax Manager / Tax Principal – High Net Worth Clients $200,000 - $260,000 per year | New York, NY | On-Site | Permanent A bit about us Our... ...are viewed as strategic advisors and key contributors to client... ...-net-worth individuals, trusts, partnerships, closely...SeniorHigh net worthPermanent employmentFull timeWork at officeLocal areaFlexible hours$165k - $225k
..., you will serve as a trusted advisor to clients and families, helping... ...relationships, acquiring new clients, and... ...retain relationships with HNW clients connected to the... ...wealth planning teams. Partner closely with... ...this position in New York City is $165,000-$225,...SeniorHigh net worthHourly payFull timeContract workLocal areaShift work- ...A prestigious $5B+ New York City-based multi-family office is seeking a Senior Tax Manager with deep high-net-worth and private client tax experience. The role focuses... ...individual, gift, trust, partnership, and foundation... ...will have 10+ years of HNW/UHNW tax experience,...SeniorHigh net worthFull timeWork at office
$176k - $246k
...A leading healthcare advisory firm based in New York is seeking a seasoned professional to lead client advisory services. This role requires a minimum of 10 years of experience in finance or healthcare, with a strong emphasis on leadership and strategic outreach. You...SeniorFull time$255k - $300k
...Senior Labour Relations Manager Premier Global Bank | New York City | 4 Days Onsite | $255,000-$300,000 base We are partnering with a premier global banking institution... ...important client groups. You’ll partner... ...Responsibilities Act as a trusted advisor to senior leaders...SeniorFull time- ...for individuals who welcome new ideas, encourage... ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We... ...collaborate closely with Partners in an entrepreneurial environment... ...working understanding of trusts, estates, gifts, and...SeniorHigh net worthFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
$250k
...SAFE Act manages senior Banker UHNW & HNW professionals. The... ...the existing client business, along with... ...implications.* Serve as a trusted advisor to clients who... ...which generate new sales.* Close the... ...and partners with support functions... ...Primary Location:**New York New York United...High net worthFull timeBank staff- ...WFFA Advisors is creating a Partner-level role designed for a true relationship owner who will take on a meaningful book of business, lead client engagements end to end, and grow into broader responsibility... ..., real estate clients, trusts, estates, and private foundations...High net worthFull timeWork at officeFlexible hours
$160k
...Massachusetts, United States, New York, New York, United States, San... ...ClearView Healthcare Partners is a premier life sciences strategy... ...London and Gurgaon. Serving clients in the biopharmaceutical, medical... ...rapid credibility and trust with leadership Strong verbal...SeniorFull time$250k
...Compensation Based on Experience. Partner $250000 - $500000 per year | New York, NY | On‑Site | Permanent Tax... ...and being available to our client’s priorities. Questions and thoughtful... ...guidance to clients as their trusted advisor Excellent problem solving, organizational...High net worthPermanent employmentFull timeLocal area- ...looking for experienced attorneys to fill partner-level roles in corporate, M&A, and... ...background in portable business development and client management. Candidates should have 8+... ...available in various locations including New York, WA, and hybrid models. Ideal candidates...SeniorFull time
- ...Datacatalyst is seeking an Associate Partner in New York to deliver leadership in client engagement and business development. This role involves managing complex projects, building client relationships, and mentoring team members. Ideal candidates will have 10+ years of...SeniorFull time
- ...BDO USA is seeking a Tax Senior Manager for Private Client & Family Office Services in New York. This role entails leading the PCS-FOS group, providing exceptional client service, and managing client portfolios effectively. The ideal candidate will have at least eight...SeniorFull timeWork at office
$210k - $300k
...Vivaldi is seeking a dynamic Senior Partner who has proven experience in selling and managing brand... ...and marketing strategies. Based in the New York tri‑state area, the Senior Partner's primary duties will encompass client origination, development, and acquisition,...SeniorFull timeContract workWork at officeNight shift2 days per week3 days per week$225k - $250k
...A leading hybrid law firm is seeking a Partner specialized in privacy law in New York, NY. The ideal candidate will have extensive experience in U.S. and... ...laws and frameworks. Responsibilities include advising clients, mentoring junior lawyers, and collaborating across...SeniorFull time- ...Trinity Partners, LLC is seeking a Partner to join its Analytics team in New York. This role involves driving business development and providing analytics solutions to both new and existing clients. The ideal candidate will have over 10 years of experience, particularly...SeniorFull time
$275k
...CIB Investment Banking Senior Associate/Vice President, Consumer & Retail - New YorkBewerbenlocations:... ...Investment Banking team in New York. The role offers the... ...dialogue with clients across the consumer and... ...Strategic Advisory* Serve as a trusted advisor to corporate and...SeniorHourly payContract workShift work$225k - $275k
...Senior Associate / Vice President Corporate Title: Senior... ...Investment Banking Location: New York, NY Pay range: $225K – $... ...entrepreneurship, serving clients with creative solutions and... ...close transactions. We are trusted advisors to our clients, providing conflict...SeniorFull timeImmediate startRelocation package$290k - $310k
...A leading life sciences consulting firm seeks a Partner for their Analytics team in New York. The role involves business development and enhancing client relationships within the analytics domain. Candidates should have 10+ years of experience in biopharmaceutical consulting...Full time- ...JOB DESCRIPTION Senior Associate / Vice President Investment Team New York, NY · Full-Time, In-Office · Partner Track I. The Firm QuadPoint Partners is a special situations... ...operates with a high‑performance, high‑trust culture in which good investment thinking...SeniorFull timeApprenticeshipWork at office
- ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services team. You will oversee tax planning and compliance for ultra-high net worth individuals, supervise staff, and contribute to business development in a dynamic, entrepreneurial environment....SeniorHigh net worthFull time
$200k - $300k
...internally, often at a senior level. Some external... ...problems and develop new, innovative solutions.... ...convert prospects into clients. Demonstrate an in-... ...implications. Serve as a trusted advisor to clients who... ...Build relationships/partner with support groups in...High net worthFull time- ...Private Client Banker At Chase, we are passionate about creating memorable experiences... ...in their balances. You will help acquire new clients by actively soliciting referrals and... ...to understand and help clients, building trust – ask questions and listen to understand,...Afternoon shift
- ...EPM Scientific in New York, NY seeks a Managing Director, Investor Relations to lead investor communications and client advisory across healthcare and life sciences portfolios. You'll oversee 7-10 client accounts, mentor teams, drive growth, and shape market-facing insights...SeniorFull time
$200k - $300k
...Citibank is seeking an Investment Banking Director in the Consumer & Retail group located in New York. This senior-level role involves assisting clients in raising funds in capital markets and providing strategic advisory services for mergers and acquisitions. The ideal...SeniorFull time- ...Illapa Search is seeking a Patent Prosecution Partner to join its New York office. This role offers a chance to lead within a sophisticated intellectual... ...prosecution. The position provides a strong existing client base and encourages business development in a...Full timeWork at office
- ...About WFFA WFFA Advisors is a full-service tax and... ...sponsors and operators, trusts, estates, and private foundations... ...office-backed platform partnering with established... ...of its partners. Clients work directly with the... ...those pursuing equity, new business development...High net worthFull timeWork at officeLocal areaFlexible hours
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