Average salary: $151,833 /yearly
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- ...Solutions team. This role focuses on cultivating client relationships, driving new business, and delivering exceptional service to high-net-worth clients. The ideal candidate has over 8 years of experience in relationship management or wealth consulting and possesses...High net worthFull time
Cambridge Associates LLC.
Boston, MA2 days ago - ...A prominent tax firm is seeking a UHNWI Tax Manager based in San Francisco. The role involves managing tax returns for high-net-worth clients, developing tax strategies, and supervising junior associates. Applicants must have a CPA and a minimum of 4 years of relevant...High net worthFull time
The Agency Recruiting
San Francisco, CA2 days ago - ...will have at least 20 years of investment experience, strong communication skills, and a deep understanding of capital markets. This role offers a unique opportunity to lead a talented investment team and engage directly with high-net-worth clients. #J-18808-Ljbffr...High net worthFull time
Cambridge Associates LLC.
Boston, MA2 days ago - ...global consulting firm in Washington is looking for a Director in Private Client Services to manage tax and consulting projects for high net worth individuals. Responsibilities include supervising staff, handling tax compliance for clients, and providing strategic advice on...High net worthFull time
Alvarez & Marsal
Washington DC2 days ago - ...leading accounting and advisory firm in Boston is looking for a Senior Tax Manager who will manage individual and trust taxation for high net worth clients. You will prepare and review tax returns, advise on tax compliance, and lead a collaborative team. The ideal candidate...High net worthFull time
EisnerAmper LLP
Boston, MA2 days ago - ...Tax Manager with expertise in individual and trust taxation. Responsibilities include reviewing and preparing tax returns for high net-worth clients, advising on tax planning, and collaborating with team members. The ideal candidate has a CPA, with 12+ years of experience...High net worthFull time
EisnerAmper LLP
Wellesley, MA2 days ago $146k - $200k
...accounting firm is seeking an experienced Tax Senior Manager in San Diego to provide tax compliance and consulting services to high net worth clients. The ideal candidate will have a Bachelor's in Accounting and at least seven years of public accounting experience. Responsibilities...High net worthFull timeBDO USA
San Diego, CA2 days ago$146k - $200k
...national accounting firm is seeking a Tax Senior Manager in San Francisco to provide tax compliance and consulting services for high net worth clients. The role involves managing client engagements, supervising staff, and identifying tax planning opportunities....High net worthFull timeBDO USA, LLP
San Francisco, CA2 days ago- ...A leading accounting firm is seeking a Tax Senior Manager to provide tax compliance and consulting services for high net worth clients. The successful candidate will be responsible for managing client engagements, supervising team members, and identifying tax planning...High net worthFull time
BDO USA
San Francisco, CA2 days ago $120k - $200k
...A leading accounting firm in New York is seeking a Tax Senior Manager to oversee tax planning and compliance for high net worth individuals. The ideal candidate has over 8 years of experience in tax compliance, exceptional leadership skills, and proficiency in business...High net worthFull timeEisnerAmper LLP
Melville, NY2 days ago- ...A financial advisory firm in Boston is seeking a tax professional to support tax planning for closely held businesses and high-net-worth individuals. The role involves developing expertise in niche industries, mentoring team members, and leading client service initiatives...High net worthFull timeRemote work
Jobot
Boston, MA2 days ago - ...A large advisory firm in California is looking for a Tax Senior Manager to oversee tax planning and compliance for high-net-worth clients. The role involves supervising a team, establishing strong client relationships, and being involved in business development efforts...High net worthFull timeWork at office
EisnerAmper LLP
San Diego, CA2 days ago - ...law firm on a confidential search for an attorney to join its highly regarded Trusts & Estates / Private Wealth Group . This is... ...the region’s most respected T&E teams known for advising high-net-worth and ultra-high-net-worth individuals, families, and business owners...High net worth
Lateral Link
Chicago, IL4 days ago - ...Wealth Management professional to serve as an Associate Advisor who will assist senior wealth management advisors in working with high-net worth families in our F orvis Mazars Private Client practice. How you will contribute : Wealth Advisor Interns participate in...High net worthSummer workInternshipPrivate practiceSummer internshipWork at officeLocal area
Forvis Mazars
Asheville, NC1 day ago - ...key U.S. markets. These roles sit within nationally recognized Private Client and Taxation & Wealth Planning practices, advising high-net-worth individuals, families, and fiduciaries on complex estate planning and wealth transfer strategies. Each opportunity offers...High net worth
SPS Global Talent
Chicago, IL1 day ago - ...Boston, MA. We specialize in delivering sophisticated investment management and comprehensive financial planning solutions to high-net-worth individuals, families, and corporate executives. We’re seeking a Senior Registered Private Wealth Client Associate to join our...High net worth
Ashton Thomas Inc
Boston, MA3 days ago $240k - $280k
...taxation and knowledge of federal and state tax laws and regulation Demonstrated success providing consultative service to high-net-worth individuals and families Market leading technical expertise in individual taxation with a strong working knowledge of trust,...High net worthFull timeWork at officeCBIZ
Boston, MA2 days ago$120k - $250k
...including budgeting, billing, and engagement economics. Maintain a highly proactive approach to client service. Minimum Qualifications... ...financial institutions, startups, public companies, high net worth individuals, and more, across various industries. For...High net worthFull timeWork experience placementPrivate practiceWorldwideEisnerAmper
San Francisco, CA2 days ago- ...supportive people, willing to listen to your ideas. Job Responsibilities Preparation and review tax returns as it relates to high-net-worth individuals, primarily their personal income tax return as well as their closely held businesses, trust, estate, and gift tax...High net worth
- ...establishing itself as one of the few truly global private client law firms dedicated to the personal and private capital needs of high-net-worth individuals and families. With offices across the U.S., Europe, and Asia-Pacific, the practice provides integrated, cross-...High net worthPrivate practiceWork at officeWorldwide3 days per week
Lighthouse Legal Search
Sonoma, CA20 hours ago - ...dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning 3–5 Year Trusts & Estates / Estate Planning Attorney – High-Net-Worth Clients & Tax Planning | Boston, MA | Top-Tier Private Client Practice A respected Boston firm seeks a Trusts & Estates...High net worthPermanent employmentPrivate practicePlacement year
BCG Attorney Search
Boston, MA1 day ago - ...Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth, operates in the affluent and high-net worth segments through Citigold and...High net worth
$160k - $225k
...this role is part of the Private Clients / Private Wealth & Advisory team , which specializes in estate and tax planning for high net worth individuals, families, and business owners . The team partners with clients to develop strategies that protect wealth,...High net worthFull timeRemote workIncendia Partners
Rochester, NY1 day ago- ...engagements, including budgeting, billing, and engagement economics Highly proactive approach to serving clients Basic Qualifications:... ...-ups to global public firms, middle-market companies, high net worth individuals, family offices, and more. We also serve attorneys,...High net worthFull timeWork experience placementPrivate practiceLocal areaWorldwide
EisnerAmper LLP
San Francisco, CA2 days ago $170k - $200k
...Fully remote work options Key Responsibilities Support sophisticated tax planning efforts for closely held businesses and high-net-worth individuals Develop deep expertise in the firms niche industries and deliver strategic advisory and consulting services...High net worthFull timeLocal areaImmediate startRemote workJobot
Boston, MA2 days ago- ...engagements, including budgeting, billing and engagement economics Highly proactive approach to serving clients Basic Qualifications:... ...Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short-...High net worthTemporary workWork experience placementPrivate practice
- ...various investment strategies. Operating independently with a high level of direct responsibility. Developing deep and lasting... ...in an investment firm on wealth management matters for high-net-worth individuals or entities. Sophistication and technical expertise...High net worthTemporary workWork at office
- ...as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are...High net worthLocal area
$160k - $350k
...terms of assignments with clients and staff, and approve fees./liliReview and approve work papers and trust, estate, gift and high net worth individual income tax returns prepared by staff./liliReview and sign client deliverables./liliKeep current on tax law changes./...High net worthPrivate practiceFlexible hours$140k - $200k
.... They are responsible for establishing and executing upon strategies for the acquisition, engagement, retention and growth of High Net Worth clients, in addition to having an opportunity and expectation of selling across all categories with a focus on High Jewelry. The...High net worthLocal areaAfternoon shiftTiffany & Co.
San Francisco, CA17 hours agonew
