Private Client Bookkeeper for High-Net-Worth (Remote)
breakwater accounting + advisory corp
- Remote job
Breakwater Accounting + Advisory is seeking a dedicated Bookkeeper to join our Private Client Segment. This full-time, remote (U.S.) position focuses on high net worth families, handling daily bookkeeping, reconciliations, reporting, and onboarding new clients. You will collaborate with a proactive team using diverse accounting platforms and technologies. Ideal candidates bring 1+ year of accounting/bookkeeping experience, familiarity with trusts and estates, and proficiency in QuickBooks #J-18808-Ljbffr breakwater accounting + advisory corp
$45k - $55k
...making an impact through Bookkeeping and Accounting, come... ...us! Full-Time W2 | Remote (U.S.) | $45,000-55,00... ...We are looking for a highly-motivated and talented... ...Associate team member on our Private Client Segment , which works directly with High Net Worth families. Our...Remote workPrivate clientHigh net worthFull timeLocal area$200k
Our client is a public accounting firm. They seek a Director- Private Client Group to join their Manhattan, NY office.ResponsibilitiesAct... ...as a primary advisor to high-net-worth clients, delivering thoughtful... ...ID # 48207Tagged as: Hybrid Remote/OfficeDate Posted:Posted on...Remote workPrivate clientHigh net worthWork at office$180k - $230k
DescriptionOur client, a well-established law firm, is seeking a mid-level Attorney to join a private client practice serving individuals and... ...Hybrid (3 days in, 2 days remote) AFTER the first 90 days... ...officeResponsibilities:Advise high-net-worth individuals, families, and...Remote workPrivate clientHigh net worthPrivate practice$140k - $180k
Our client is a public accounting firm. They seek a Tax Manager, Private Client Group, to join their Manhattan, NY office.ResponsibilitiesCultivate... ...strong relationships with high-net-worth clientsExamine complex tax... ...ID # 47653Tagged as: Hybrid Remote/OfficeDate Posted:Posted on...Remote workPrivate clientHigh net worthWork at officeLocal area$125k - $200k
Our client is a public accounting firm. They seek a Tax Manager to... ...ongoing communication with high-net-worth individuals and related entitiesCultivate... ..., family offices, or private client servicesWorking... ...ID # 48398Tagged as: Hybrid Remote/OfficeDate Posted:Posted on July...Remote workPrivate clientHigh net worth- ...Attorney Search is seeking an experienced Private Client International Tax and Estate Planning... ...planning, specializing in advising high-net-worth international families. The responsibilities... ...offers a hybrid work environment with options for remote work. #J-18808-Ljbffr...Remote workPrivate clientHigh net worth
- Edgewoodpartnersinsurancecenter in Newport Beach seeks a Part-Time Bookkeeper responsible for maintaining financial records and assisting the Account Manager with high-net worth private clients. This hybrid role demands accuracy and attention to detail while managing multiple...Private clientHigh net worthPart time
$100k
Remote (United States)Calling all financial professionals looking... ...flow is provided. Join our privately held, multi-billion-dollar,... ...investment firm to put our clients first and better the investment... ...management solutions to high-net-worth prospects. You will report to...Remote workPrivate clientHigh net worthWork at officeLocal area- ...motivated Tax Manager to join our client?s expanding tax team. This... ...a range of corporate and private clients, delivering high-quality tax advisory... ...office and 2 days working remotely.Responsibilities:Manage... ...leasing, retail, and high-net-worth individuals. Provide expert...Remote workPrivate clientHigh net worthWork at officeFlexible hours
- ...Uniondale, NY, seeks an Accounting Specialist to work with high net worth individuals within our Private Wealth Tax Practice. You will manage time and... ...Associate's degree (Bachelor's preferred), and a strong client-service mindset. Proficient in QuickBooks and MS Office...Private clientHigh net worthPrivate practice
- ...Fully Remote Tax Opportunity This fully remote opportunity offers exposure to sophisticated clients, complex tax engagements, and a clear path toward increased... ..., real estate partnerships, private equity clients, and high-net-worth individuals, this could be an excellent...Remote workPrivate clientHigh net worth
$170k - $200k
...Are you someone who prefers to focus on client service vs worrying about billable hours... ...join us? Excellent benefits Fully remote work options Job Details Key Responsibilities... ...efforts for closely held businesses and high-net-worth individuals Develop deep expertise in...Remote workPrivate clientHigh net worthImmediate start$90k - $110k
...Senior Tax Associate (Texas Remote) Pay Range: $90,000 – $110,000 per year... ...working on behalf of a tax and advisory client involved in real estate and private equity. We are hiring a Senior Tax... ...clients (small businesses, high‑net‑worth individuals, trusts) and private‑equity...Remote workPrivate clientHigh net worth- ...are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit... ...and middle-market companies, as well as high net worth individuals, family offices, not-for-... ...York; West Palm Beach; Fort Lauderdale; Remote; Chicago; PhiladelphiaType: Full timeRemote workPrivate clientHigh net worthFull timeWork experience placementPrivate practiceLocal area
- ...motivated Producer to join our team. This remote role reports to agencies in Palm... ..., and emphasizes sales, service, and client development for insurance solutions.... ...sales experience, deep knowledge of Private Client/High Net Worth markets, and strong relationship-building...Remote jobPrivate clientHigh net worth
- The Jonus Group is seeking a High Net Worth Producer to expand our HNW division, targeting true high-value clients and delivering tailored insurance solutions... ...driving business growth within a private client services context. Open to remote work for highly qualified...Remote jobPrivate clientHigh net worth
- ...expand their presence in the high-net-worth market. This position focuses... ...driving new business and managing client relationships while... ...Casualty License. The role may be remote or hybrid, requiring collaboration... ...an office. #J-18808-Ljbffr Private Client Select Insurance...Remote jobPrivate clientHigh net worthWork at office
- ...flexibility combines in-office collaboration with remote work, and you will join a nationally recognized private client team. You will advise on estate planning documents, wealth transfer strategies, and high-net-worth matters, leveraging a strong J.D. and 2-5+ years of...Remote workPrivate clientHigh net worthWork at office
$160k - $200k
...customized to fit the needs of high-net-worth individuals and the entities... ...is to provide exceptional client services. Our professionals help... ...This position is part of our Private Client Services group and is... ...focused on UHNW clients. Fully remote. Active CPA required. Masters...Remote workPrivate clientHigh net worthFull timeWork at officeLocal area- ...assignments across multiple client engagements. This role can be... ...also open to the role being remote from TX or surrounding states... ...state, or local law. About our Private Client Services (PCS) Team:The... ...closely held businesses and high net worth individuals with the solutions...Remote workPrivate clientHigh net worthFull timeTemporary workWork at officeLocal area
- Aprio is seeking a Senior Tax Manager for Private Client Services / High Net Worth Individuals to drive growth in the local market. You will lead tax planning, compliance, and consulting for high-profile clients while expanding the client base and mentoring junior staff...Remote jobPrivate clientHigh net worthLocal area
$110k - $250k
...experience in Public Accounting and specific expertise in High Net Worth individuals. The role offers a fully remote option, flexible working hours, and a competitive... ...00 to $250,000 annually. Join us to work with top clients while enjoying a great work/life balance and...Remote jobPrivate clientHigh net worthFlexible hours- ...Attorney Search is seeking an experienced Private Client International Tax and Estate Planning... ...5 years of experience focusing on high-net-worth international families. The role involves... ...a hybrid work environment with remote options. #J-18808-Ljbffr BCG Attorney...Remote workPrivate clientHigh net worth
- ...Private Client Trusts & Estates Associate Attorney / Senior Associate... ...and estates matters to join a highly regarded private client practice... ...experience advising high-net-worth individuals and families on... ...providing flexibility with two remote days per week, while also...Remote workPrivate clientHigh net worthPrivate practiceWork at office2 days per week
- ...Tax Manager We are seeking a highly motivated and technically strong CTA-qualified... ..., supporting with high quality client delivery across private client and corporate matters. You will... ...Owner Managed Businesses (OMBs), high net worth clients, individuals and corporate groups...Remote workPrivate clientHigh net worth
$160k - $200k
...customized to fit the needs of high-net-worth individuals and the entities... ...is to provide exceptional client services. Our professionals help... ...This position is part of our Private Client Services group and is... ...focused on UHNW clients. Fully remote. Active CPA required. Masters...Remote workPrivate clientHigh net worthFull timeWork at officeLocal area- .../ Senior Tax Manager (Fully Remote | HNW & Trust/Estate Focus)... ...About the Opportunity A highly respected boutique CPA firm... ...Manager to join their growing private client group. This is a fully remote... ...deep experience in high-net-worth individual, trust, and estate...Remote workPrivate clientHigh net worthFull time
$25 - $30 per hour
...Job Overview The Part‑Time Bookkeeper (20 hours per week) is responsible for computing, classifying, and recording financial transactions to ensure the financial records of the high‑net worth private clients are accurate. They also assist the Account Manager in overseeing...Private clientHigh net worthHourly payPart time2 days per week$95.5k - $195.4k
...Private Client Service Tax ManagerAt Crowe, you can build a meaningful and rewarding career... ...with existing clients and attract new high-net-worth individuals and family office clientsQualifications... ...Crowe office may be considered for a remote work arrangement, subject to business...Remote workPrivate clientHigh net worthWork at officeLocal area- ...leading insurance agency is seeking a seasoned Personal Lines High Net Worth professional to manage a book of business focused on entertainment clients. This fully remote role requires at least 2 years of Private Client insurance experience and a valid P&C license....Remote jobPrivate clientHigh net worth
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