Remote Bookkeeper for High Net Worth Private Clients
Breakwater Accounting + Advisory
- Remote job
Breakwater Accounting + Advisory is seeking a motivated Bookkeeper to support Private Client Segment serving High Net Worth families. You will record transactions, manage reconciliations, and ensure accurate client records while collaborating with a close-knit team. This fully remote role requires strong organization, attention to detail, and excellent client-facing communication. EST or CST time zones preferred; company provides full benefits and a 401(k) match. #J-18808-Ljbffr Breakwater Accounting + Advisory
$60 - $70 per hour
...Supervisor (Part-time, Remote/Flexible) Compensation... ..., Medi-Cal/CCS, and private insurance requirements... ...medically fragile pediatric clients (vent/trach/enteral... ...health, NICU, PICU, or high-acuity pediatric care (... ...surgical recovery) • High-net-worth private-pay families...Remote workPrivate clientHigh net worthFull timePart timeWork at officeFlexible hoursShift work$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$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- ...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
$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- 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
- ...Fully remote opportunity, offering genuine flexibility Growing and ambitious Tax team with strong... ...of the advisory team Broad exposure across Private Client and Corporate Tax Diverse portfolio of OMBs, high net worth individuals and corporate groups...Remote workPrivate clientHigh net worth
- ...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
$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- ...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
- ...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
- 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
- ...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
$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- ...support sophisticated tax planning for businesses and high-net-worth individuals. The role offers remote work options, excellent benefits, and a supportive... ...expertise in niche industries, and ensure exceptional client satisfaction. The ideal fit thrives in a collaborative...Remote jobPrivate clientHigh net worth
- ...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
- A leading financial services firm is looking for a remote investment consultant to manage and acquire high-net-worth clients. You will focus on presenting tailored solutions to clients with significant assets and leverage leads provided by the firm's marketing team. Ideal...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
$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$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- ...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
- 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
- ...Search is looking for an experienced Private Client International Tax and Estate Planning... ...years of experience, focusing on advising high-net-worth international families. This role... ...offers a hybrid work environment with remote work options. #J-18808-Ljbffr BCG Attorney...Remote workPrivate clientHigh net worth
- ...on sophisticated estate planning and trust administration for high-net-worth individuals and fiduciaries. The role emphasizes knowledge of... ...strategies. The position offers a hybrid work arrangement with two remote days per week, and an opportunity to engage with the Boca...Remote jobPrivate clientHigh net worth2 days per week
- Alliant Insurance Services seeks a Client Executive for Private Client Services to manage assigned accounts and lead service teams remotely across multiple states. The role focuses... ..., and strategic cross-selling to high-net-worth clients. The ideal candidate has a bachelor...Remote jobPrivate 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
$115k - $160k
...and consulting services, primarily for High Net Worth individuals. The role involves supervising... ..., while also providing expert advice to clients on complex international tax matters.... ...salary range of $115,000 - $160,000, with remote flexibility. #J-18808-Ljbffr Wolf & CoRemote jobPrivate clientHigh net worth- ...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
- BCG Attorney Search is seeking a Private Client International Tax and Estate Planning Associate... ...tax and estate planning, focusing on high-net-worth international families and their... ...independently. A hybrid work environment with remote options is offered. #J-18808-Ljbffr...Remote jobPrivate clientHigh net worth
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