Average salary: $151,833 /yearly
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$75k - $85k
...Job Description Personal Lines Account Manager (HNW PLAM) Job Summary Seeking a highly skilled and motivated High Net Worth Personal Lines Account Manager (HNW PLAM) to join a growing team. The ideal candidate will have a strong background in personal lines...High net worthFull timeThe Jonus Group
Remote1 day ago- ...to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex... ...KPMG's private client tax practice, which focuses on ultra-high net worth individual, trust and estate clients Review and provide analyses...High net worthFull timePrivate practiceWork at officeLocal area
KPMG
Boston, MA17 days ago - ...job posting. Summary Under general supervision, this position provides a variety of full service banking operations for high net worth clients that are simple to moderately complex following strict departmental standards and guidelines. Responsibilities...High net worthFull timeWeekend workAfternoon shift
First Horizon Bank
Mobile, AL4 days ago $170k - $190k
...relationships, gathering information, and translating client goals into clear, practical estate plans • Some experience advising high-net-worth individuals and families on advanced planning strategies (e.g., GRATs, SLATs, CRATs) is a plus • Exposure to estate and trust...High net worthPrivate practiceWork at officeOffit Kurman
New York, NY1 day ago$170k - $190k
...relationships directly — gathering information and translating client goals into clear, practical estate plans. Experience advising high-net-worth individuals and families on advanced planning strategies such as GRATs, SLATs, and CRATs is a plus, as is exposure to estate...High net worthPrivate practiceWork at officeC&M Legal Search
New York, NY1 day ago$255k - $300k
...Client Services Practice Group. Ideal candidate should have at least 3+ years of law firm experience in estate and tax planning for high net worth individuals. An LL.M. in Taxation is helpful but not required. A strong tax planning background along with superior academic...High net worthPrivate practiceWork at officeAscension Global Staffing & Executive Search
Philadelphia, PA2 days ago- ...Estate Planning Attorney with 2–5 years of experience to join its highly regarded Private Client & Wealth Planning practice in Florida.... .... Design tax-efficient estate plans tailored to high-net-worth individuals and families. Advise on wealth transfer strategies...High net worthPrivate practice
Capstone Search Partners
Orlando, FL5 days ago - ...depository, treasury management, and business lending solutions to those organizations. In addition, you are responsible for advising high net worth individuals on building, preserving, and managing their wealth. You will utilize our financial planning strategy to advise...High net worthFull timeTemporary workWork experience placementLocal area
First Horizon Bank
Huntsville, AL4 days ago $65k - $75k
...Lines Account Manager, you will play a critical role in managing high-value private client accounts, building strong relationships,... ...business Build and maintain strong relationships with high-net-worth clients, ensuring their unique needs are met with professionalism...High net worthThe Jonus Group
Scottsdale, AZ3 days ago- ...Description Job Description CPA firm seeking an experienced Tax Manager or Director to join our team. This role will focus on managing complex tax engagements for professional services clients, as well as high net worth individuals, families, and related entities....High net worth
CPA firm
Poughkeepsie, NY3 days ago $65k - $95k
...Seeking a dedicated and experienced Private Client Insurance Account Manager to join a team. This role involves managing high-net-worth (HNW) accounts and providing exceptional service to valued clients. The ideal candidate will have a proven track record in personal...High net worthWork at officeThe Jonus Group
Houston, TX2 days ago- ...Tax Manager As Tax Manager, you'll partner directly with ultra-high-net-worth individuals and family offices, guiding them through complex tax planning, wealth transfer, and compliance strategies that shape financial legacies. What You'll Be Doing • Lead and oversee...High net worth
Liberty Staffing LLC
Los Angeles, CA5 days ago - ...We are seeking a highly motivated individual to join our Private Client Solutions team as an Account Executive. Utilizing your exceptional... ...committees and projects Requirements: ~ Must have “high net worth” personal lines experience for both the admitted and non-...High net worthFull timeContract workWork at office
Novatae Risk Group
Atlanta, GA1 day ago $65k
...seeking an experienced Personal Lines Producer to manage and grow high-touch client relationships within a fast-paced, service-driven... ...personal lines insurance experience Experience with high-net-worth or complex personal lines accounts preferred Ability to manage...High net worthFull timeSummit Bridge Partners
Philadelphia, PA17 hours ago- ...A bit about us: A highly regarded law firm is seeking an experienced Trusts & Estates Attorney to join its New York office. This... ...matters while working closely with experienced attorneys and high-net-worth clients. Why join us? The firm offers the opportunity to...High net worthWork at officeLocal area
Jobot
New York, NY2 days ago $285k - $395k
...join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment.Candidate...High net worthPrivate practiceWork at officeExecutive Talent Management Consulting
Philadelphia, PA2 days ago- ...excellence across diverse practice areas. The Wills, Trusts & Estates Division is recognized its delivering sophisticated, high-touch counsel to high-net-worth individuals, families, and fiduciaries. The Opportunity: We are actively seeking a dynamic and experienced...High net worthPrivate practice
Capstone Search Partners
Broken Arrow, OK4 days ago - ...private client experience and a strong background in estate planning and post-death administration. The role involves advising high-net-worth individuals and family offices, drafting complex estate plans, and coordinating with advisory teams to execute wealth transfer...High net worth
- ...real estate. We represent a diverse range of clients, including national and international companies, mid-sized businesses, and high-net-worth individuals. Our team prides itself on collaboration, integrity, and delivering outstanding results. Position Overview:...High net worth
Gembala, McLaughlin & Pecora Co., LPA
Sheffield Lake, OH3 days ago - ...growing Private Client Services practice. This role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses. The ideal candidate will be a strategic advisor with strong technical...High net worthPrivate practice
CPA firm
Poughkeepsie, NY3 days ago - ...entrepreneurial CPA firm in the St. Louis area is seeking a Tax Manager or high-performing Senior Tax Associate ready to step into a Manager-... ...environment. This well-established firm works with high-net-worth individuals, privately held businesses, family entities, and...High net worthWork at officeFlexible hours
Accounting Career Consultants
Saint Louis, MO5 days ago - ...Private Client Relationship Manager to join our Advisory Group. The role focuses on developing and nurturing relationships with high-net-worth clients, delivering personalized service and expert guidance without sales pressure. You will educate clients on investment...High net worth
- ...leveraging technology to enhance the investor experience. Your expertise will support a wide range of clients, from new savers to high-net-worth individuals, offering advised solutions and referrals to deepen client relationships across our wealth #J-18808-Ljbffr...High net worth
- 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...High net worthRemote job
- ...lead all aspects of tax engagements, supervise staff, and build client relationships. The role focuses on complex tax returns for high-net-worth individuals and estates, with opportunities to mentor staff and contribute to strategic tax planning for clients. #J-18808-...High net worth
- ...in Los Angeles seeks an Associate with 4-7 years of law firm experience in private client trusts and estates. You will handle high-net-worth estate and tax planning, draft complex trusts, and assist with charitable planning and administration. Ideal candidates show strong...High net worth
- ...their areas of expertise. Qualifications: ~ Bachelor's degree or equivalent experience. ~8+ years of experience with High and Ultra High Net Worth clients. Preferred Skills: Strong network with excellent relationship management and business development skills...High net worth
Professions
Tampa, FL4 days ago $200k - $300k
Weaver, based in Los Angeles, seeks a Tax Director to provide tax compliance and planning services to high-net-worth clients. The role requires a CPA with at least 9 years of experience and a strong entrepreneurial spirit. The ideal candidate will lead new business initiatives...High net worth- ...practice with over 30 PCS attorneys around the country under a highly collaborative, team-based model designed to support complex planning... ...and implement complex wealth transfer strategies for high net worth individuals and families Counsel clients regarding family...High net worthPrivate practiceWork at office
Cozen O Connor
Boca Raton, FL1 day ago $150k - $200k
...Opportunity Stands Out: This is a rare opportunity to join a highly respected boutique public accounting firm with an established... ...Base - Opportunity to step into an existing book of high-net-worth individuals, trusts, estates, and closely held businesses...High net worthPrivate practiceWork at officeCreative Financial Staffing
Great Falls, VA4 days ago
