Average salary: $151,833 /yearly
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- ...respected fund manager in the United Kingdom is seeking a business development professional to manage and expand relationships with high-net-worth individuals and family offices. The role involves working closely with internal teams to position investment products...High net worth
VentureSearch
New York, NY5 days ago - ...motivated individual for a Private Client Solutions role. Responsibilities include managing the service and market placement of high net worth insurance accounts and maintaining relationships with retail agencies. The ideal candidate has over 5 years in insurance...High net worthRemote work
Novatae Risk Group
Wausau, WI4 days ago $115k - $160k
...consulting firm is seeking an experienced Manager to deliver international tax compliance and consulting services, primarily for High Net Worth individuals. The role involves supervising and mentoring team members in a collaborative environment, while also providing...High net worthRemote workWolf & Company
Boston, MA2 days ago- ...A 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....High net worthRemote work
The Demarco Group
Beverly Hills, CA7 days ago $90 - $120 per hour
...Manager in Miami, FL to support private client services by reviewing complex tax returns and offering strategic tax planning for high-net-worth individuals and families. You will collaborate remotely within the US, focusing on individual tax compliance and studies on...High net worthHourly paySeasonal workRemote workEY
Doral, FL1 day ago$180k - $250k
...Trusts & Estates Attorney (New York) Offit Kurman is a growing full-service firm serving owner-managed businesses and high-net-worth individuals. We are seeking a Trusts & Estates Attorney to join our New York City office and support our expanding private client services...High net worthPrivate practiceWork at officeOffit Kurman
New York, NY2 days ago$70k - $100k
...Private Client Insurance Advisor High-Net-Worth Focus Regional expansion into Lower Merion seeking experienced licensed advisors ready for a more refined platform. Designed for professionals serving affluent households who require broad planning capability and...High net worthAmerican Senior Benefits
Merion Station, PA4 days ago$90 - $120 per hour
...a Seasonal Tax Manager for Private Client Services to support high-growth private companies and their owners. This remote position... ...complex tax returns and providing income tax planning for high-net-worth individuals. Applicants should have a valid CPA or state bar membership...High net worthHourly paySeasonal workRemote workEY
Columbus, OH2 days ago$56k - $132k
...NFP Corp is seeking a Senior Account Executive to interact with clients and manage high net worth personal insurance accounts. Responsibilities include negotiating with carriers and maintaining client relationships. The ideal candidate should have more than 8 years of...High net worthRemote workNFP
Los Angeles, CA1 day ago- ...A leading risk management firm is seeking a High Net Worth PCS Account Manager for its Private Client Solutions team, based remotely or in Jacksonville, FL. The role involves managing insurance accounts, maintaining relationships with brokers, and ensuring competitive...High net worthRemote work
Novatae Risk Group
Jacksonville, FL2 days ago - ...A prominent risk management firm in Tampa is seeking a highly motivated High Net Worth PCS Account Manager to join their Private Client Solutions team. The ideal candidate will manage personal lines insurance accounts, maintain broker relationships, and evaluate insurance...High net worthWork at officeRemote work
Novatae Risk Group
Tampa, FL1 day ago - ...be supporting a team based in Virginia. Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for high-net-worth individuals, and family clients and is looking for a Client Services Associate to provide administrative and operational support...High net worthRemote work
Simplex Hires LLC
Fairfax, VA1 day ago - ...Job Description Job Description Tax Manager - High Net Worth Due to recent growth in our Private Client Services group, Keiter is seeking a dynamic and client service-oriented individual to join our practice as a Tax Senior Manager specializing in private...High net worth
Keiter Stephens Hurst Gary & Shreaves PC
Glen Allen, VA25 days ago - ...Associate to enhance their private client law firm's capabilities. This role focuses on sophisticated estate planning for ultra-high-net-worth clients. Candidates should possess at least 3 years of experience in trusts & estates, along with strong drafting and client...High net worth
- ...United States seeks a Tax Manager for its Private Client Services. The role involves managing tax and consulting engagements for high net-worth clients, reviewing various tax returns, and supervising associates. The ideal candidate has a strong background in accounting...High net worth
- ...premier accounting firm in Chicago is looking for an experienced Tax Manager to provide tax compliance and consulting services to high-net-worth clients. You will manage tax engagements and supervise junior staff while conducting advanced tax research and developing sound...High net worth
$90 - $120 per hour
...Tax Manager within Private Client Services in Seattle, WA. This position focuses on high-growth private companies, requiring expertise in tax planning and compliance for high-net-worth individuals and families. Key responsibilities include the review of complex tax returns...High net worthHourly paySeasonal workRemote workFlexible hoursEY
Seattle, WA2 days ago- ...tax compliance. This fully remote position requires residence in Texas and involves assisting clients in private equity and with high-net-worth individuals. The ideal candidate will have strong knowledge of U.S. tax laws, excellent communication skills, and relevant tax...High net worthRemote work
Vaco by Highspring
New York, NY5 days ago - ...next Florida bar) This is a strong opportunity to join a collaborative team handling sophisticated estate planning matters for high-net-worth individuals and families. The firm offers meaningful client interaction, mentorship, and long-term growth potential within the...High net worthPrivate practice
- ...Tax Managing Director for its Private Client Services. This role requires leading tax compliance and consulting engagements with high net-worth clients. Candidates should possess extensive experience in accounting and strong leadership skills. Supervision of teams and...High net worth
- ...Client Advisor to provide comprehensive financial planning and advice. You will engage with clients ranging from beginners to high-net-worth individuals, offering personalized investment solutions and fostering long-term relationships. The ideal candidate will have at...High net worth
$115.44k - $173.16k
TD is looking for a Private Client Relationship Manager II in Tampa, Florida to serve high net worth clients and manage client relationships. The role requires a minimum of 10 years in financial services, expertise in banking, lending, and investment solutions. Responsibilities...High net worth$78.08k - $117.12k
...Switzerland) AG is looking for a Wealth Relationship Manager in Orland Park, Illinois. The role involves building relationships with high net worth and affluent clients by anticipating their complex financial needs and providing tailored banking, credit, and investment...High net worth- A leading financial services firm is seeking a Relationship Manager in New York to cultivate high-net-worth client relationships. The ideal candidate will have over 10 years of experience in financial services, demonstrating exceptional skills in relationship and business...High net worth
$110k - $140k
...Manager for Federal Tax (Private Client Services) in West Palm Beach, FL. The role involves providing tax and consulting services to high-net-worth individuals, supervising junior staff, and conducting complex tax issue analyses. The ideal candidate should have a Bachelor's...High net worth$95.5k - $195.4k
...This role includes preparing and reviewing tax returns, managing client relationships, and providing tax planning strategies for high-net-worth individuals and entities. Candidates should possess a B.S. in Accounting, CPA or EA certification, and have at least five years...High net worth$80k - $90k
...to join their Tax - Private Client Group. This full-time role involves providing tax planning and compliance services for ultra-high-net-worth clients, primarily associated with financial services. The position requires strong analytical skills and a Bachelor's degree...High net worthFull timePKFOD
New York, NY5 days ago$83k - $104k
Citizens Bank is seeking a Citizens Private Client Relationship Manager in Boston, MA. This role involves acquiring and managing high-net-worth clients, providing personalized financial strategies, and collaborating with Wealth Advisors. Candidates should have 3-5 years...High net worth- ...Privately Held About the Role The Company is in search of a Senior Wealth Advisor to join its well-established Ultra High Net Worth Private Client Division. The successful candidate will be responsible for building and growing a client base, with a focus on external...High net worth
Confidential
Los Angeles, CA1 day ago $185k - $210k
...Private Client group in Detroit. The role requires three or more years of experience in estate, gift, and income tax planning for high-net-worth individuals. The ideal candidate should have skills in tax research and advising clients on wealth transfer strategies. Taft...High net worth
