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, NY4 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, WI3 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, FL17 hours 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, MA1 day 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, CA6 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, PA3 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, CA17 hours 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$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, OH1 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, FL1 day 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, FL17 hours 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, VA17 hours 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, VA24 days ago $61k - $80k
...Relationship Manager to enhance client engagement and foster long-term relationships. This role involves facilitating connections with high net worth clients, ensuring their needs are prioritized, and collaborating closely with the branch team. Candidates should be licensed in...High net worth- ...experienced business attorney to join its corporate and private client practice. The role involves advising closely held businesses and high-net-worth families on complex transactional matters. Candidates should have a portable book of business and demonstrate strong...High net worthPrivate practice
- ...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
- ...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
- ...is seeking an experienced Estate Planning Attorney in a hybrid role. Candidates should have at least 3 years of experience in high-net-worth trust and estate planning, with a strong background in tax laws and succession planning. This position involves advising clients...High net worth
- ...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
- ...This role involves managing tax compliance and consulting engagements, supervising associates, and providing tailored services to high net-worth clients. Candidates should have strong leadership skills, a relevant degree, and extensive experience in accounting and finance...High net worth
- ...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, NY4 days ago $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, WA1 day ago- A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and advice in Virginia Beach. You will build and maintain client relationships, offering personalized investment solutions and financial coaching. Ideal candidates...High net worth
- A leading financial services organization is seeking a Personal Lines Private Client Advisor to manage relationships with high-net-worth clients. Responsibilities include guiding clients on insurance solutions, maintaining proactive communications, and collaborating with...High net worth
$110k - $140k
...global consulting firm is seeking a Manager for their Federal Tax team in New York, focusing on providing consulting services to high net worth individuals. The ideal candidate will have a Bachelor’s degree in Accounting, over 4 years of experience, and CPA or Attorney...High net worth- ...and collaborating with fellow tax professionals. We emphasize professional development and a commitment to exceptional client service. Join us as we connect family-owned businesses and high-net-worth individuals to the solutions they need. #J-18808-Ljbffr EisnerAmper LLPHigh net worth
- LRP Media Group is seeking a Senior Manager in Wealth Tax - Trusts & Estates in Boca Raton, Florida. The role involves advising high-net-worth individuals on fiduciary tax matters while overseeing multiple engagements. The ideal candidate will have a strong CPA...High net worth
$120k - $150k
...This Opportunity Stands Out Working a hybrid schedule with a growing, high-performing firm that is expanding rapidly and investing in its people Exposure to a sophisticated High Net Worth (HNW) / Private Client Services (PCS) client base with complex tax needs...High net worthFlexible hoursCFS
Houston, TX1 day ago- JPMorgan Chase is seeking a Relationship Manager to nurture high-net-worth client relationships, providing tailored financial solutions while actively acquiring new clients. This role emphasizes personalized service and collaboration to meet client aspirations. The ideal...High net worth
- ...its rapidly scaling Private Client Group in NYC Metro. This hybrid position is ideal for a driven professional with 2+ years in high-net-worth insurance sales. As the first dedicated salesperson in this division, you will shape the team's culture and strategy while...High net worth
