Family Office Account Manager II - High-Net-Worth Clients
Armanino Advisory LLC
Armanino Advisory LLC in California seeks an experienced accounting professional to manage books for high-net-worth clients and family offices. You will perform ledger maintenance, reconciliations, and monthly reporting while handling payroll and cash management tasks. Collaborate with senior team members on complex matters, contribute to process improvements, and provide high-touch client service. A Bachelor's degree in Accounting/Finance and 2+ years of related experience are required. #J-18808-Ljbffr Armanino Advisory LLC
$62.7k - $85.4k
...the top 20 largest accounting and consulting... ...passions, work, and family & friends can... ...and records for high-net-worth individuals, families... ...Prepare monthly client reporting packages... ...Account Managers and Account Manager... ...individuals, family offices, business management...High net worthWork experience placementWork at officeFlexible hours- Baker Tilly International is looking for a Senior Manager in Client Accounting Services for Family Offices in Los Angeles. This role involves leading a... ...team and providing exceptional service to ultra-high-net-worth individuals and their related entities. The ideal...High net worthWork at office
$54.2k - $73.7k
...books and records for high‑net‑worth individuals, families, and closely held entities... ...completeness. Process accounts payable, bill pay,... ...financial statements, client reporting packages, and... ...worth individuals, family offices, business management clients, or private clients...High net worthWork experience placementWork at officeLocal areaFlexible hours- ...LLC in California is seeking an experienced accounting professional to maintain books for high-net-worth individuals and family offices. You will process AP, payroll,... ...reconciliations, and journal entries, while supporting client reporting and monthly statements. The...High net worth
- ...Private Client Manager II Los Angeles, California To proceed with... ...America is committed to an in-office culture that supports... ...managing relationships with high-net-worth clients or equivalent financial... ...Underwriting Account Management Attention to...High net worthWork at officeFlexible hoursShift workDay shift
- HUB International is looking for an Account Manager II in Los Angeles, California. This role ensures clients receive optimal service managing insurance policies and facilitates... ...interpersonal and communication skills, with a high school diploma or equivalent. A comprehensive...
$135k - $195.35k
Senior Manager- Client Accounting Services Family OfficeSkip to main contentWe use cookies to... ...Accounting Services Family Office page is loaded## Senior... ...the opportunity to lead a highly dynamic team focused on... ...client service to ultra-high-net-worth individuals, families,...High net worthWork at officeLocal areaWorldwide$71k - $150k
...alternative application process. Practice Manager, Family Office Full Time Senior Management West... ...business management firm serving high net-worth clients in the sports and entertainment... ...financial and advisory services including accounting, tax, tour management and wealth...High net worthFull timeWork at office- ...delivering for our clients, teammates,... ...committed to an in‑office culture with... ...Officer II (DE TAO II), Wilmington... ...Officers, who manage a book of... ...servicing and account maintenance activities... ...perform at a high level in a fast... ...focusing on high-net-worth Private Banking...High net worthWork at officeShift workDay shift
- ...Associate - Private Client Services At... ...a Tax Staff II Associate to join... ...fastest growing accounting and advisory... ...flexibility to manage your days in support... ...Team connects family owned, closely... ...businesses and high net worth individuals... ...individuals, family offices, not-for-profit...High net worthTemporary workPrivate practiceLocal area
$90k - $130k
...Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide Client Service Associate Overview A boutique independent wealth management firm serving high net worth clients seeks a Client Service Associate to support Private Wealth...High net worthFull time- ...Private Client Advisor II El Segundo, California To proceed with your... ...is committed to an in-office culture that supports collaboration... ...include leading the Client Management Process and partnering... ...entire Private Bank platform ~ High touch, client-focused individual...Work at officeFlexible hoursShift workDay shift
- ...Executive Search, is seeking a Tax Director for their Private Client Services Team. This position requires extensive experience in public accounting, specifically in managing tax returns for high net worth individuals. The successful candidate will have excellent leadership...High net worth
$112k - $150k
BDO USA is seeking a Tax Manager for its Private Client Services, focused on providing tax compliance and consulting for high‑net‑worth individuals and families. This role requires management of tax... ...years of experience in public accounting or private client services....High net worth$90k - $120k
...solutions that put our clients in control. Our... ...our customers through account management, claims management, day... .... Our Account Manager II ensures clients receive... ...opportunity if you: Hold a high school diploma/GED (... ...literate - Microsoft Office Suite and Outlook If this...Work at officeLocal areaFlexible hours$84k - $110k
...is seeking a Tax Senior for its Private Client Services team. The role involves providing... ...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...High net worth- A leading financial services firm is seeking a Manager for its Wealth Management team in Los Angeles. This role involves managing client relationships, coordinating wealth strategies, and preparing critical materials for client meetings. The ideal candidate will have experience...Work at office
$125k - $191k
...Tax Manager - Private Client Services Weaver is a full-service national accounting, advisory and consulting firm with opportunities for... ...selves. Our goal is to balance high development with high... ...and planning services to high-net-worth individual clients and privately...High net worthFlexible hours$150k - $180k
...Description As a Private Bank Office Branch Manager you will drive branch performance, client experience, and... ...leadership, highly collaborative partnerships... ...overall ownership and accountability for improving customer... ...closely with High Net Worth and Private Bank clients...High net worthWork at officeLocal areaFlexible hours$185k - $200k
...Find Great Employees Family Law Attorney -... ...Meaningful Work. High-Stakes Cases with... ...-respected, multi-office, boutique family law... ...approach helping clients navigate life transitions... ...representing high-net-worth individuals in... ...Law Attorney: Manage intricate, high-stakes...High net worthFull timeWork at office- ...Account Manager In a rapidly changing world, HUB advises businesses... ...insurance solutions that put our clients in control. Our growing team... .../invoicing issues Manage high net worth clients What You Bring... ...literate - Microsoft Office Suite and Outlook Why...High net worthWork at officeLocal areaFlexible hours
- ...join the Private Client Services (PCS)... ...a number of our offices. We are seeking... ...fastest growing accounting and advisory firms... ...flexibility to manage your days in support... ...economics Highly proactive approach... ...as well as high net worth individuals, family offices, not-for...High net worthWork experience placementPrivate practiceLocal area
- ...Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned financial... ...for fostering high-touch relationships... ...with Ultra-High Net Worth Individuals and Families... ...: • Manage UHNW client relationships... ...trust and agency account administration,...High net worthWork at officeLocal area
- ...Partner for our Private Client Services (PCS) practice,... ...compliance solutions to high net worth individuals, family offices, and closely held businesses... ...largest and fastest growing accounting and advisory firms in the... ...have the flexibility to manage your days in support of...High net worthPrivate practiceLocal area
$150k
...Account Manager, Premium Sales The Los Angeles Clippers are seeking... ...cultivating relationships with high-net-worth individuals and key decision... ...-prospect, conduct out of office and in-office meetings, and... ...communications and correspondence with clients using CRM (Microsoft...High net worthFull timeWork at officeFlexible hours$34.23 - $37.66 per hour
...Office Manager II - Normandie Village Normandie Village - Los Angeles, CA 9001... ...telephone coverage, maintaining client room pass and bed rest logs, accountability calls, typing, filing, etc. Drafts... ...EDUCATION & CERTIFICATES High School Diploma Vocational School...Hourly payFull timeFor contractorsWork at office- RSM US LLP is seeking a Family Office Advisory Manager in Los Angeles, California. This position focuses on executing client service, internal project management, and developing strategic recommendations for family offices. The ideal candidate will have over 5 years of...Work at office
$215k - $290k
...based on experience. Private Client Services Attorney/Associate $... ...Associate to join their LA office! A bit about us: Full-service... ...strong interest in servicing high net worth clients. This is a full time... ...high net worth individuals and families while developing personal, often...High net worthPermanent employmentFull timeWork at officeLocal area- ...to join the Private Client Services (PCS)... ...flexibility in terms of office location,... ...and fastest growing accounting and advisory firms... ...the flexibility to manage your days in support... ...functions for ultra-high net worth individuals and their families, with a particular...High net worthTemporary workPrivate practiceWork at officeLocal area
$325k - $425k
...Partner for our Private Client Services (PCS) practice,... ...compliance solutions to high net worth individuals, family offices, and closely held businesses... ...largest and fastest growing accounting and advisory firms in the... ...have the flexibility to manage your days in support of...High net worthPrivate practiceLocal area
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