Average salary: $151,833 /yearly
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- ...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 worthPrivate practiceWork at officeLocal area
KPMG
Birmingham, AL6 days ago - ...to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex... ...Qualifications: Minimum of three years of focus on high net worth individuals, flow-through entities or family office tax experience...High net worthFull timePrivate practiceWork at officeLocal area
KPMG
Chicago, IL6 days ago - ...Columbia Bank is seeking a Private Client Advisor in Colorado to work with high and ultra‑high net worth individuals, non‑profit organizations, and fiduciary relationships. You will identify, close, and deepen client relationships, leveraging investments, banking, wealth...High net worth
Columbia Bank (WA, OR & ID)
Greenwood Village, CO19 hours ago - ...its growing Private Client and Wealth Planning practice. The role is based in Miami. This role offers the opportunity to advise high-net-worth individuals, families, family offices, fiduciaries, and closely held businesses on a broad range of sophisticated tax, trust,...High net worth
Illapa Search
Doral, FL1 day ago - ...Seeking a Trusts & Estates Attorney (2–5 years) to join a growing private client practice, working with high-net-worth individuals and families on estate planning, wealth transfer, and tax strategies . What you’ll bring: Experience in estate planning, trust administration...High net worthPrivate practice
Trustpoint.One
Chicago, IL2 days ago - ...A financial services organization in San Antonio seeks a Private Wealth Advisor to manage and expand relationships with high-net-worth clients. The role involves financial planning, portfolio management, and compliance with regulatory standards. Ideal candidates will...High net worth
BOK Financial
San Antonio, TX4 days ago $45k - $110k
...Capital Management is seeking a motivated Client Associate for its Private Advisor team in Boston. This role involves supporting high-net-worth clients with account management, investment documentation, and client inquiries. The ideal candidate has 3-5 years of client...High net worthRockefeller Financial
Boston, MA1 day ago- ...UBS is seeking a Client Associate in Columbia, SC, to provide exceptional service to high-net-worth individuals and their families. This role involves managing client relationships, coordinating meetings, and overseeing account maintenance with professionalism and precision...High net worthWork at office
UBS
Columbia, SC4 days ago $45k - $110k
...Rockefeller Capital Management seeks a motivated Client Associate for their Stamford, CT office. The role involves working directly with high-net-worth clients, managing operational aspects of client accounts, and coordinating with team members. Qualified candidates have a BA/BS...High net worthWork at officeRockefeller Financial
Stamford, CT5 days ago- ...rapidly growing public accounting and advisory firm. This leadership role sits within the Private Client Services group, serving high-net-worth individuals, privately held businesses, investment partnerships, and family offices. The ideal candidate is a forward-thinking...High net worthPrivate practice
Search Masters
Raleigh, NC3 days ago - ...U.S. Bancorp is seeking a seasoned professional to manage high net worth client relationships, focusing on retention and growth. Responsibilities include building a team around client needs and providing expert advice in Wealth Management. The ideal candidate will have...High net worth
U.S. Bancorp
Rancho Cucamonga, CA2 days ago - ...prominent accounting firm in Florida is seeking a Senior Manager of Tax Services for Private Wealth. This role involves advising high-net-worth individuals on complex fiduciary tax matters, leading engagements, and mentoring staff. Qualified candidates should have a...High net worth
Bpbcpa
Fort Lauderdale, FL4 days ago - ...Estate Planning Attorney with 2–5 years of experience to join its highly regarded Private Client & Wealth Planning practice in Florida.... ...directives. 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
Doral, FL1 day ago - ...Greenville, SC is seeking a Private Client Specialist I who will support Relationship Managers and Investment Advisors in serving high-net-worth clients. This role involves onboarding clients, coordinating financial planning discussions, and providing administrative...High net worth
TD Bank
Greenville, SC5 days ago - ...firm seeks a Private Client Associate to join its Los Angeles, California office. The ideal candidate will bring expertise in high-net-worth estate and tax planning, complex trust agreements, and estate and trust administration. Responsibilities Draft complex trust agreements...High net worthWork at office
BCG Attorney Search
Los Angeles, CA1 day ago - ...If you're passionate about delivering exceptional service and enjoy building relationships with high-net-worth and private banking clients , this could be your next opportunity. As a Private Client Associate , you'll: Build trusted relationships with a high end clientele...High net worth
PEG Staffing & Recruiting
Kansas City, MO4 days ago $225k - $375k
...Attorney AmLaw 200 Opportunity Compensation $225,000 – $375,000+ A highly regarded national law firm is seeking a Trusts & Estates... ...opportunity is ideal for an attorney interested in advising high-net-worth individuals, families, business owners, fiduciaries, and family...High net worthAligned Talent Acquisition
Doral, FL1 day ago- ...Senior Private Wealth Banker to act as a trusted advisor, managing complex loans and delivering tailored financial solutions to high-net-worth clients. Candidates need to have a Bachelor's Degree in Finance and significant experience in credit/banking. This role offers...High net worth
BOK Financial
Austin, TX3 days ago $165k - $200k
...U.S. Bank is seeking a seasoned professional to manage high net worth client relationships, responsible for retention and growth. The ideal candidate will provide expert advice in Wealth Management, coordinating a team of Banking, Trust, and Investment professionals to...High net worthU.S. Bank
Florida, NY3 days ago$80k
...EA required) with at least 8 years of public accounting experience. This role focuses on business and individual tax filings, high-net-worth client services, estate planning, and proactive tax strategy. What You'll Do Prepare and review tax returns (individual, S-Corp...High net worthFull timeStonehaven Wealth & Tax Solutions, LLC
Appleton, WI15 days ago$220k - $250k
...excellent opportunity for an attorney with sophisticated estate planning and estate/trust administration experience to work with high-net-worth individuals, families, and fiduciaries on complex wealth transfer and tax planning matters. Why consider this opportunity?...High net worthWork at officeMarina Sirras & Associates LLC
Stamford, CT2 days ago- ...and start focusing on what matters—your clients. Our client is hiring Investment Counselors to support an established roster of high-net-worth clients. Since 1995, the firm has built a client-first, fee-only investment model with a clear separation between sales and...High net worthVisa sponsorship
BrokerHunter
Tampa, FL5 days ago $90k - $130k
...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 Clients and Advisors by taking initiative in client services...High net worthFull timeGemHarvest Executive Recruiting
Palos Verdes Peninsula, CA3 days ago$70k - $100k
...preparing Forms 706, 709, and 1041 within a law firm, accounting firm, or professional services environment ~ Experience supporting high-net-worth clients within estate planning, trust administration, or private client services ~ Strong understanding of estate, gift, and...High net worth3 days per weekCollabera
Saint Louis, MO1 day ago$120k - $150k
...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 hoursCreative Financial Staffing
Houston, TX5 days ago- ...Job Description 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...High net worth
Liberty Staffing LLC
West Hollywood, CA4 days ago - ...executive to lead the West Region from Scottsdale, Arizona. This pivotal role involves managing a specialized team to serve Ultra-High-Net-Worth clients, focusing on client experience and strategic business growth. The ideal candidate will have a strong background in...High net worth
- ...and New York. BPB has earned a strong reputation for delivering high-quality tax, assurance, and advisory services and has been... ...as a senior technical and client-facing leader, advising high-net-worth individuals and families on complex fiduciary tax matters. You...High net worth
Bpbcpa
Fort Lauderdale, FL4 days ago - ...Senior Manager / Director level Tax Strategy professional to lead strategic tax planning and advisory services for a portfolio of high‑net‑worth individuals, family entities, trusts, and multi‑entity private structures. This role is ideal for a seasoned tax leader who...High net worthWork at office
Pugh Executive Search, LLC
Rowlett, TX1 day ago - ...Delaware, Chicago, Houston, and Scottsdale. You will manage a team of around 500 professionals aimed at delivering high-touch experiences for high-net-worth families. Qualified candidates must have extensive experience in financial services management and hold a senior...High net worth
